We specialize in reducing the frustration small businesses have in keeping track of their profit and loss. We also help small businesses with reducing taxation & showing them what the wealthy do with their business income to help them preserve their wealth.

Practice management company for doctors in the healthcare field. Duties included assisting CFO & COO on all accounting & billing matters. Forecasting, P&L reports, budgeting, AP & AR, reconciliations, general ledger, management of over 15 doctor accounts. Consulted with outside sources for insurance, accounting services and management.

I was in charge of the entire billing process from the front end to the back end. Making sure that all invoices, statements and purchase orders were being billed back to the clients. Reviewing all of the bills for accuracy to make sure they are being billed back correctly. Working closely with the Account Executives to make sure that all the billable projects are being billed back correctly and in a timely manner. Reconciled all of the credit cards for the company and make sure that every transaction is being billed to each project. Keep track of all billable projects so that projects costs were kept under control and made sure we were staying in the budget. Learned to manage every aspect of billing from the front end to the back end making sure that all costs were accounted for. Also making sure that bills were paid on time in a timely manner.

• Assisted in the production and coordination of various marketing design projects.• Advertised various clients’ products in brochures, catalogs, postcards, e-mails, websites, Posters, Ads, Billboards, and other social media outlets, etc.• Key-lined, proofread, edit layout and produced effective design concepts for various projects.• Was a key team player, partnering with printers, copywriters, photographers, other designers, account executives, website designers and marketing specialists.• Followed and kept abreast of marketing and design industry trends, and insured company was up to date with all new trends• Troubleshot various Mac and PC problems and maintained office equipment.• Planned and scheduled meetings and appointments; organized and maintained paper and electronic files; managed projects; conducted marketing and design research; and disseminated information by using the telephone, mail services, Websites, e-mail and other social media.• Maintained daily office operations by ordering supplies, performing payroll and other accounting duties, managing switchboard, and other office matters.• Produced financial statements and prepared reports and summaries for supervisor and manager