Specializing in Back Office Support Systems Consulting (BOSS Consulting), our expertise spans various industries, including ad-tech, capital funding, e-commerce, manufacturing, nonprofits, and for-profit service providers.We excel in tailoring automated solutions for efficient customer payment collections, boasting a remarkable 90% success rate in collecting over $10 million. Our services also encompass coordinating weekly accounts payables disbursements, commission payouts, and addressing ongoing inquiries. We collaborate closely with Accounting and Finance teams to consistently deliver account analyses and dashboards to C-Suite executives.For nonprofit startups, we facilitate the acquisition of their 503(c) status and Federally Qualified Health Clinic designation. This involves fundamental Accounting tasks such as Chart of Accounts setup, establishing accounting processes for invoicing, accounts receivable/payable, payroll, and handling quarterly and annual tax filings. Beyond daily bookkeeping and monthly reconciliations, we offer expert guidance on budget creation and analysis to ensure a sound financial foundation.Our portfolio includes projects involving the training and development of accounting staff to perform monthly account reconciliations, manage accounts payables and receivables, and navigate various accounting systems like NetSuite, Sage, PeachTree, Great Plains, and QuickBooks.In the realm of NetSuite consulting services, we specialize in conducting system reviews, providing training, and offering module add-ons such as Analytics Warehouse, Customer Relations, Fixed Assets Management, and Planning and Budgeting.Furthermore, we possess extensive experience in integrating third-party software solutions, including Avalara's AvaTax, Expensify, Tipalti, Concur, and AvidXchange.Currently, our focus is on expanding our knowledge in B2B, EDI, and NetSuite SuiteScripts to provide even more comprehensive support to our clients.

Financial stewardess of a $36M+ company that specialize in providing services to the oil and gas industry and serve as a subcontractor for large-scale utility projects; services include Hydrovac, Video Pipeline Inspection, and Utility Locating.In April 2020, I spearheaded an initiative to implement NetSuite ERP system. This involved designing custom Field Ticket forms, automating workflows, and developing specialized modules to cater to the unique requirements of the business. We reduced the expected Go Live timeline from 1 year to 3 months.Despite COVD-19 challenges which led to accounting team turnover, I rebuilt and led a proficient accounting team of four; fostering a dynamic work environment that places a strong emphasis on development and operational excellence. During this time, I successfully managed the filing of SBA grant forgiveness and two rounds of PPP Funding. I collaborated closely with our CPA firm, securing Employee Retention Tax credits amounting to $1.5M+. These efforts were crucial in ensuring the company's cash position and retaining our valuable employees. As part of our digital transformation, I developed and implemented accounting procedures to ensure compliance while streamlining operations; automating workflows, Fixed Assets Capitalization Policies, revenue recognition, and decreased month end to 10 day close, which resulted in a substantial increase in efficiency and a timely reporting to improve operational accuracy. I maintained financial records for assets exceeding $25M. I also supervised the bi-weekly payroll process and managed workers' compensation reporting, along with developing comprehensive weekly cash planning strategies. I assisted in revamping Employee Handbook to guide our workforce effectively. During the acquisition review process, I provided expert explanations of financial statements, skillfully navigated complex financial landscapes and due diligence processes to secure a successful transition.

Securing revenue through meticulous validation of transaction details, calculation of charges and refunds, as well as the preparation and dispatch of invoices. Proactively identifying delinquent accounts and insufficient payments.Collaborated with the Controller to devise effective cash planning strategies and provided valuable recommendations regarding weekly vendor cash disbursements.Diligently oversaw company customer accounts, ensuring timely payments, and effectively resolving any billing discrepancies that arose.Conducted comprehensive reviews of inventory analysis reports, promptly addressing any discrepancies or variances that surfaced.Maintained a vigilant watch over inventory transactions, ensuring accuracy and efficiency.Spearheaded operational improvements by enhancing system functionality and optimizing workflow processes through the implementation of NetSuite.

Working alongside Production Managers and entertainers to provide an exceptional interactive experience for festival attendees.**Events worked: Electric Daisy Carnival (EDC) New York 2016, EDC Las Vegas 2016, Nocturnal Wonderland 2016, EDC Las Vegas 2017

•Collect over two hundred lost items during a show while correctly and efficiently input item’s description into Google Docs for the entire team to view.•Diffuse frazzled Headliners when they are not permitted with their prohibited items and reassure Headliners that their valuables are accounted for and safeguarded.•Support management team with follow-through of essential festival department operations through radio devices at a high pace volume and noisy environment.**Events worked: Electric Daisy Carnival (EDC) New York 2015, Beyond Bay Area 2015, EDC Orlando 2015, and EDC Las Vegas 2016.

Accessible Festivals is a non-profit 501(c)3 dedicated to providing equal opportunity experiences for disabled individuals at music festivals as well as other live music events. AF strives to make sure event promoters are ADA compliant, while innovating new technologies to make the experience for disabled patrons truly unforgettable.Job duties include but not limited to: ADA compliance, patron assistance, administrative support, and general accounting.Highlight of 2017: ADA Dispatch for Coachella and Stagecoach Music Festivals

Collaborated closely with the Global Controller and CFO to oversee all aspects of project accounting, including budgeting, tracking cost of goods sold, monitoring expenses, forecasting, conducting variance analysis, and developing audit documentation as necessary.Delivered essential accounting and financial assistance to the Operations/Manufacturing Organization, including coordinating physical inventory assessments, aiding in vendor negotiations, jointly supporting a cycle count program, and actively participating in initiatives focused on material cost analysis and reducing manufacturing expenses.Efficiently managed Manufacturing Department Expense Reporting, handling budgeting, tracking actual expenditures, optimizing costs, overseeing the month-end close process, and promptly generating ad hoc reports as needed.

Conducted comprehensive consultations with clients to ensure adherence to Generally Accepted Accounting Principles (GAAP) while applying the appropriate accounting rules and procedures for recognizing revenue and expenditures.Demonstrated a strong aptitude for understanding diverse company operations, including revenue, expenditure, production, human resources/payroll, and data processing cycles, subsequently leading audit walk-throughs as the auditor-in-charge.Skillfully strategized and executed a wide range of financial reporting, operational, and compliance-related audits/projects, facilitating complex engagements that addressed financial, operational, and compliance challenges.Meticulously conducted substantive testing of accounts receivable, accounts payable, revenues, and expenses across various sectors, including non-profit corporations, 401(K) plans, and private entities from diverse industries.Crafted meticulous proposals and financial statements, effectively communicating engagement progress, key issues, and work plans to clients.Proficiently prepared Form 990, 990EZ, and 990PF for high-net-worth non-profit organizations, as well as Form 1040 for individuals, ensuring accurate and compliant filings.

•First out of 10 to complete certification tests in order to become a representative.•Coordinated a quality survey for Lexus customers by writing the script, managing contact list and conducted outbound calls.•Successfully contacted 148 out of 200 customers for a quality survey and updated 50 backlog ownership cards from Lexus customers.

•Developed and implemented a training process that positively reinforces successful performances and resulted in a decreasing turnover rate of new employees, ensuring sustainable customer relationships.•Created operational policies and procedures, including those for cash and food handling, safety, and security•Directed workflow of establishment while overseeing a team of ten associates each shift meanwhile safeguarding assets of over $10,000 during a shift.