Experienced Consulting Controller with a proven track record of improving organizational success by creatively and innovatively solving problems, creating GAAP compliance, implementing internal controls, and coaching team members to achieve their best. Working primarily in the non-profit industry, clients have come to rely on my knowledge of grant accounting and data conversion (especially from QuickBooks Desktop to QuickBooks Online).Specialities include: Problem Solving • Business Strategy • Due diligence • Strategic Planning • Vendor Management • Staff Hiring, Training & Mentoring • Financial Reporting • Human Resources • Financial Analysis • Internal Controls • Budgeting • Change Management

Primary focus on tax preparation. Also responsible for bookkeeping and accounting (Using QuickBooks), including financials, for 30+ companies. Handled PPP Loan application and forgiveness.

Responsible for both the finance and the human resources functions at both companies. Brought full accounting function in-house; reorganized Chart of Accounts and reclassified all 2019 expenses to match new chart; developed budgets and budget process, appropriate controls and reporting, and compliance with GAAP, relevant laws, and regulations. Evaluated status of all positions and reclassified 10, revised policies and procedures as necessary, developed job descriptions for all positions, assisted in the development of a compensation plan, transitioned from a Simple IRA plan to a full-blown 401(k) plan for 4 companies, and implemented changes to ensure compliance with all laws and regulations.

• Handled inventory management (800+ items), sales, accounting, contract negotiation, human resources, website and IT support, and customer service for bi-state agricultural and manufacturing company• Designed and implemented purchasing, inventory, and customer retention management system for 3,000+ items• Decreased materials costs by 95% through new competitive bidding process• Addressed customer complaints and reduced by 97% through careful investigation and handling• Brought hiring, payroll, and accounting practices into compliance with all applicable federal and state (Oregon & California) laws and GAAP for 155 employees• Created digital documents management system, digitizing 10 years of financial and HR records• Reduced past due A/R by 70% through friendly and professional collections efforts• Boosted profit margin by 18% with careful pricing and reduction in expenses

• Consulted by 300+ clients for customer service success, strategic planning, human resources, continuous process improvement, leadership development, IT assessment/project delivery, and organizational development (OD)• Performed organizational analysis; produced Board presentations; wrote 50+ strategic and business plans; created standards development program; fixed inventory management systems; enhanced communications; evaluated, analyzed, and fixed IT/IS systems; provided remote technical support• Trained 100+ executives, managers, and staff in strategic management, GAAP, community relations, outreach, fund raising, team building, staff development, human resources, and much more to fulfill vision and mission

• Built IT business into competitive, first-rate regional service organization–through continuous process improvement–with three consecutive “Best of” customer service awards (only 1% of companies do so)• Supervised, mentored, and motivated 4 subordinate managers and 15 team members, developing and refining business policies, processes, and measurements to assess and enhance operations efficiency and effectiveness in a consistent manner• Effected 29 innovative strategies for proactive issue resolution and continuous improvement of business processes to meet or exceed industry standards• Fostered eight new systems: organizational analysis/development, research, operational evaluation, inventory/ purchasing management, goal development, benchmarking, and performance measurement• Updated/implemented five-year strategic plan; increased gross sales margin 15% over two years; saved 16% on overhead/administrative/personnel expenses in 18 months• Negotiated 72% reduction to payoff of tax arrearage claims with IRS• Planned and put into action marketing program for three new lines of business, adding 17,000 customers• Managed human resources function, including policies/procedures, recruiting, tracking, interviewing, and benefits for 20-person organization• Established creative alliances and collaborated with 20+ strategic partners and clients• Conducted advanced training, with custom curriculum, in Microsoft Suite (Word, Excel, PowerPoint, Outlook), Quicken, database design, maintenance, and use, and other software• Provided remote technical support to global customer base

• Led new management of small IT company with 18,000 customers, offering customized service, support, inside sales, training, and consulting• Wrote, set up, and implemented five-year strategic plan, leading to annual recurrent savings in overhead and administrative expenses of 66% and 25% on personnel costs over a five year period• Increased gross sales margin 35% over three years through change in product mix and addition of new services• Brought business into compliance with GAAP, applicable federal, local, and state regulations and laws• Launched and put into action effective marketing program, building a 1,800+ targeted list and improving customer retention by 345%• Administered dedicated personnel function, including policies/procedures, tracking, and benefits, for 15-person organization• Cultivated creative alliances with 8 strategic partners; streamlined operations and trained staff on new inventory/purchasing system• Provided remote technical support to global customer base

• Oversaw all office management activities associated with 130 staff, and provided remote support for up to 12 state/regional field offices, 37 chapters, and 1 international location• Managed purchasing, inventory management, budgeting, contract negotiation, vendor relationship management, HR activities, telecommunications, IT, library, and publications sales as part of a $16 million per year budget• Administered budgets in excess of $2 million dollars for HR/Admin department and overhead• Supervised staff of 7 employees; assisted in handling various personnel matters• Conducted computer training in WordPerfect, MSOffice Suite, proprietary databases, e-mail software, Windows/Mac OS, etc.