Aaron Smith Email & Phone Number

Columbus, Ohio, Us

Selected and implemented Monday Sales CRM and Work Management, which replaced a multitude of spreadsheets for contact information, project management, and workflow management. Brought the entire company into Monday, which had been operating without a CRM. Automated manual processes in the payroll system. Built out the payroll team to sustain high growth without sacrificing client satisfaction. Performed an extensive search to replace the legacy payroll system with a modern system. Selected Paylocity to be our modern solution moving forward, and began the migration process for our existing clients.

Baton Rouge, La, Us

Multi company consolidations, intercompany transactions, mergers and acquisitions, prepare monthly financial statements for board of directors and stakeholders, streamline accounting processes across the organization. Worked on the financial audit team, SOC audit team and income tax return team to gather information to the auditors and tax preparers.

Baton Rouge, La, Us

Manage all aspects of finance, accounting, payroll, HR, marketing, procurement, vendor management as well as account manage a key customer account. Digital transformation artist - implemented BambooHR, cloud phone system (RingCentral) and new PSA system (ConnectWise) along with SmileBack CSAT surveys, ConnectBooster billing portal, Warranty Master, RingCentral, Avalara integrated with ConnectWise, among others. Migrated Quickbooks Desktop to Quickbooks Online, along with integrations to Bill.com, ConnectBooster and PSA link. Experience in mergers and acquisitions.

Hewitt, Tx, Us

Work with client base of 250+ businesses ranging from small business to publicly traded corporations. Provide integrated Cloud and On-Premise ERP solutions including Accounting, Payroll, HR, Distribution, Manufacturing, CRM, EDI, Barcoding and Document Management to Distributors, Manufacturers, Corporate Backoffice, NonProfits and Chain Store Operations across the U.S. - Specialize in Sage 50, Sage 100, Sage CRM, Sage Live, Sage Intacct and Acumatica ERP software.