C Iconis

Cathy Iconis, CPA




December 20, 2024

DeKalb County School Board
1701 Mountain Industrial Boulevard
Stone Mountain, GA 30083

To Whom It May Concern:

I am writing to express my interest in serving as a volunteer member of the DeKalb County School Board
Audit Committee. As a Certified Public Accountant with over 20 years of experience, including work in
forensic accounting, auditing, and helping businesses manage their finances better, I am eager to
contribute my skills to support our school system. As a parent of two daughters in DeKalb County schools,
I am also personally invested in ensuring our district’s resources are used wisely and effectively.

In my early career, I started in forensic accounting at Tauber & Balser, analyzing complex financial data
and helping analyze issues like fraud and mismanagement. These experiences taught me the importance
of attention to detail and clear reporting. I also worked as an auditor, where I tested financial records,
helped plan audits, and created templates to make audit work more efficient. This gave me a strong
understanding of how to review and improve financial processes.

Currently, I run Iconis Group, LLC, where I help small businesses improve their operations and gain
financial clarity. I’ve worked with a wide range of organizations, including schools, consulting firms, and
technology companies, to make sure they have the tools and processes they need to succeed. My
experience with QuickBooks Online and other financial tools has helped businesses save time and money.

I believe my background in auditing and financial management would make me a valuable member of the
Audit Committee. I’m passionate about ensuring public resources are managed well to benefit our
community and its students.

Thank you for considering my application. I would love the opportunity to discuss how I can support the
committee’s goals and help our schools succeed.

Sincerely,



Cathy Iconis, CPA
‭404-944-5296‬
 ‭CICONIS@ICONISGROUP.COM‬



‭CATHY ICONIS, CPA‬

‭Iconis Group, LLC‬‭— Founder & Outsourced CFO/Bookkeeper‬
‭2009 - PRESENT, Atlanta, GA‬


‭WORK HIGHLIGHTS‬
    ‭●‬     ‭Built QBOchat brand that provides training for accountants building their own bookkeeping‬
             ‭practices‬
    ‭●‬       ‭QuickBooks Online subject matter expert for Intuit to help develop software updates and the‬
               ‭Advanced QuickBooks Online certification‬
    ‭●‬         ‭Outsourced CFO/Bookkeeper for numerous clients, including:‬
                      ‭○‬ ‭Marketing and advertising firms‬
                       ‭○‬ ‭Technology consulting companies‬
                        ‭○‬ ‭Financial advising firm‬
                         ‭○‬ ‭Medical R&D companies in the pre-revenue stage‬
                          ‭○‬ ‭Interior designers‬
                           ‭○‬ ‭User research consulting company‬
                            ‭○‬ ‭Defense contractor‬
                             ‭○‬ ‭Private elementary school‬
                              ‭○‬ ‭Co-working facility‬
    ‭●‬          ‭Provide consulting to 3rd party apps that integrate with QuickBooks Online‬


‭SOFTWARE UTILIZED‬
    ‭●‬     ‭QuickBooks Online, Google Suite, Excel, Zapier, Bill.com, OnPay Payroll, ADP, Gusto, Melio,‬
             ‭Veem, Hubdoc, Tsheets, Expensify, Tax1099, and more‬


‭AWARDS‬
    ‭●‬     ‭CPA Practice Advisor 40 Under 40 Honoree - 9 times‬
     ‭●‬     ‭Accounting Today’s Managing Partner Elite - 2015‬
      ‭●‬     ‭Intuit’s Firm of the Future - 2015‬



‭Balfour Beatty Construction‬‭— Senior Staff Accountant‬
‭2007 - 2009, Atlanta, GA‬


‭WORK HIGHLIGHTS‬
    ‭●‬     ‭Prepare executive-level financial and non-financial reporting for $300 million division‬
     ‭●‬     ‭Help prepare forecasts for all construction projects and update quarterly‬
      ‭●‬     ‭Manage financial reporting for the operation of the Atlanta office‬



‭SOFTWARE UTILIZED‬
    ‭●‬     ‭Microsoft Office, Oracle JD Edwards‬
‭Tauber & Balser‬‭— Senior Audit Associate‬
‭2006 - 2007, Atlanta, GA‬


‭WORK HIGHLIGHTS‬
    ‭●‬      ‭Performed audit testing on private companies‬
     ‭●‬      ‭Assisted in the planning stages of audits‬
      ‭●‬      ‭Created client-specific workpaper templates to streamline audit work‬



‭SOFTWARE UTILIZED‬
    ‭●‬      ‭Microsoft Office, CCH Prosystems fx, CaseWare IDEA‬



‭Tauber & Balser‬‭— Senior Forensic Associate‬
‭2003 - 2006, Atlanta, GA‬


‭WORK HIGHLIGHTS‬
    ‭●‬      ‭Prepared business interruption calculations and reports for insurance companies‬
     ‭●‬      ‭Calculated losses due to Employee Dishonesty‬
      ‭●‬      ‭Supported partners preparing for expert witness testimony‬
       ‭●‬      ‭Assist audit department when needed‬



‭SOFTWARE UTILIZED‬
    ‭●‬      ‭Microsoft Office, QuickBooks, CaseWare IDEA‬



‭EDUCATION‬

‭Oglethorpe University — B.S. in Accounting‬
‭2003, Atlanta, GA‬