Monthly bookkeeping services, catch-up bookkeeping, Accounts Payable and Receivable management, payroll, sales tax, insurance audits. Insurance billing for all types of practices in the health care industry. I bill for doctors and for patients seeking reimbursement as well. My services include preparing HCFAs and claim forms, filing, and insurance follow up until the doctor or patient gets paid. I also prepare and file appeals and corrected claims when necessary. For patients I also help explain insurance coverage, explanation of benefits statements, and provider bills. To inquire further about services, or to get pricing, please contact me via linked in message.

Review bookkeeping from Sr Staff Accountants and Staff Accountants, communicate with staff regarding errors or missing information, train and mentor Staff Accountants, assigns clients to Staff Accountants and monitors billable hours, reconciles work in progress for billing, meet with clients for QuickBooks training, resolve client issues and concerns, communicate with tax when accounting is ready for tax preparation, manages book of clients.

Assist in calculating commissions for hundreds of independent distributors in 6 countries, calculate various adjustments including GST, VAT, IRS withholding, entering bills, debit adjustments, and processing payments in Acumatica, paying out commissions using PayQuicker, a third party paycard company, commission reporting to management, calculating 1099s, managing unclaimed property, international pricing conversions for new stock items to be sold in other countries, answering help desk inquiries related to billing, track and approve SeneBucks and Kiss Kredits coupons for customers and distributors, assisting with software testing for new releases and revisions of programs, and other projects as required.

Daily accounting functions for holding company and two subsidiaries, general ledger, journal entries, payroll and commissions calculation, job cost accounting, and human resources including onboarding and benefits planning and administration.

Accounts payable, including 3 part matching of invoices and issuing checks, wires, or ACH payments, Accounts Receivable, including monitoring pay history to issue credit holds, collections, customer statements and audits, and posting payments, payroll, bookkeeping duties such as journal entries, month end close, account reconciliation, printing draft financials for president's review, human resources, including onboarding, terminations, personnel records, coordinate inbound and outbound LTL shipments and international shipments, onsite customs contact, oversee inside sales, which issues quotes, sales orders, and invoices, and shipping, receiving, and inventory control. Notable accomplishments: Helped draft company handbook, helped develop many of the standard operating procedures, create customs tariff code database and structure compliant for customs audit.

Preparing quotes for emissions and silencers and accessories using engine data provided by the customer to hit required emissions and sound targets, working with engineering on sales drawings, stock code setup, and fab drawings when parts required are custom, communicating with customer to get approved drawings on custom parts, communicating with production to arrange ship dates, entering sales orders and sending acknowledgements to the customer, handling customer questions and issues, working with company reps to assist them in the sales process with their customers, initiate internal quality review process for damaged parts or orders shipped with errors, processing credit applications and obtaining credit references before submitting to the controller for approval, setting up new customers, working with accounting on accounts that become past due.

Human Resources: Prescreen and interview all candidates for branch, coordinate all pre-employment testing, onboarding, administer benefits and open enrollment, processing requisitions, new hires, and terminations, exit interviews, incident investigation and reporting, coordinating all work comp cases, review timecard punches and submit payroll to corporate, maintenance of all HR files, witness to all employee counselling and disciplinary action.Statistical Analysis: track and record several KPIs in production and shipping, build reports using excel with pivot tables and vlookups, run queries Business Objects, use data to create power points for managers meetings.Accounting: assist corporate cash ap dept with billing and payment applications for one customer who pays very uniquely, signing authority of A/PSales: Managed largest customer for outside processing of flatrolled metal, mentor other reps, creation of part specs based on customer POs, billing and shipping produced coils, ensuring shipping specifications and timely (JIT) delivery, managing customer owned inventory and kanbansInventory Control: Monthly cycle counts and yearly physical inventoryQuality: Inspect damaged coils to identify responsible party and disposition for repair, issue quality alerts, problem solve quality issues for resolution including root cause analysis, implementation of 5S +1 standards (5S coordinator)Operations: create production vouchers for machine operators and verify orders for accuracy, scheduling production of work orders, enter completed production, daily safety observations and corrective actions, back up for shipping manager (creation of bills of lading, delivery adjustments, returns) and production manager. Managerial: direct supervisor to three sales reps and office assistant, direct supervisor to three sales reps and office assistant, data reporting on finances, headcount, efficiency, and shipping using excel and business objects.

Managed largest customer for outside processing of flatrolled metal, mentor and advise other reps, creation of part specs based on customer purchase orders, billing and shipping produced coils, ensuring shipping specifications and timely (JIT) delivery, managing customer owned inventory and kanban stock levels, monthly cycle counts and yearly physical inventory, inspect damaged coils to identify responsible party and disposition for repair, create production vouchers for machine operators and verify orders for accuracy, scheduling production of work orders, enter completed production, issue quality alerts, problem solve quality issues for resolution, track and record several key performance indicators, assist corporate cash applications department with billing and payment applications for one customer who pays very uniquely. Back up for shipping manager (creation of bills of lading, delivery adjustments, returns) and production manager. Notable accomplishments:Reconciled and resolved computer errors previously resulting in over $250,000 in written off inventory two months after starting, integral part of implementing two software conversions, developed multiple data reports for general manager, member of safety committee and on site audit committee, often asked for advice on improving processes and procedures by general manager, researched and resolved 20 months of past due billing resolving a $200,000 pas due balance, March 2, 2015 finalized recreation of audit trail going back to August 2011 on same customer due to misapplied payments by corporate office, part of Kaizan event that improved production efficiency from 18 tons per hour to 30 tons per hour.

Front desk check-in, check-out, phones, all patient physical therapy, new patient exams and progress exams, took xrays, all billing - both insurance and cash, wrote patient care plans based on doctor recommendations, made financial arrangements for payment in full, developed and maintained several statistical reports.Notable accomplishments:Development of excel based tools that streamlined financial tracking and patient management between multiple doctors, recorded to save company over 25 hours per month. Credited for reducing company overhead by 15% spanning an eighteen month time period. Grew customer base over 200% by implementing simple but detailed static tracking solution allowing doctors to see how marketing tools are performing.

Daily bank reconcilliations, month end close, cost accounting of each seminar event, track customer/student balances and make financial arrangements for pmt in full, track student registrations, seminar travel for logistics and sales, and many other duties as requested.Notable Accomplishments:Converted accounting system from paper to electronic, created excel templates that automated the data import into Quickbooks. Created a dashboard interface for spreadsheets utilized spontaneously by multiple workers and reflecting almost live results on numerous metrics occurring during weekend seminars.