Oversee given client portfolio, sell, and expand on new opportunitiesLead a team of 5-10 direct reports with around $250k in recurring revenuePerform outsourced CFO and controller servicesAdvise on accounting procedures, software systems, and overall business processManage all accounting processes from expenses, payables, and receivables to tax submission.

Working with accounting and bookkeeping practices in the Phoenix area and surrounding cities to drive business success, efficiency, and insight both internally and externally.

Developing relationships with like-minded accounting and bookkeeping professionals who are interested in leveraging technology to drive increased efficiency and productivity in their firms and practices and how cloud-based softwares can help them achieve those goals.

Worked with small businesses across the US and Canada to help consult, onboard, and implement Xero and other associated softwares.

Collaborative and strategic account development and growth with a focus on entrenchment and streamlining payment processes. Consistently operated in a test tube environment for the company helping create and optimize new solutions which led to large growth opportunities for new and current clients.● Completed 2015 full year growth goal in 9 months ($27.547M out of $25M goal)● Helped create and implement multiple different products that streamlined processes and created additional savings for clients, resulting in significant charge volume growth● Latest stacked ranking report indicated top 4 in retention amongst 40 specialists (98.97% out of 400 accounts)● Trained and developed 25 different specialists within the department● Challenger and Financial Fluency Sales Training

Executed entire life cycle of client from prospecting to account management. Collaborated with all departments ranging from finance, support, and implementation.● Top 2 performer in all categories from new hire class of 10● Fastest to close a new business within training class● Developed model in collaboration with the training manager for tracking calls and training for all 60 AE’s● Consistently ranked as number 1 for talk time (5+ hour average daily) across entire department

Key individual for development of new type of advertising in partnership with one of the largest software companies in the world.● Consistently performed as one of the top 3 sales reps for the Offers division● Set record for fastest to convert to full rep from probationary period (15 closes within 14 days)● Brought ideas to Senior VP for growth of new initiatives who then implemented those ideas within the organization resulting in a large increase in monthly closes for a new product

Focused on strategic offerings and product development of IT services to businesses within the mid and northern Arizona areas. ● Created new sales presentations and collateral that resulted in 40% increase in closes among potential clients● Expanded product/service offerings to clients resulting in a 20% increase in revenues

● Achieved monthly sales quotas in all areas and exceeded in most (top 3 sales rep for region for accessories sales out of 1500 representatives for 7 months)● Mentored new representatives and lead multiple training classes for local clients as a new initiative for Verizon

● Grew business revenues and profits by 300% by establishing and developing relationships with local businesses and large residential clients● Expanded on current relationship with large portfolio solutions client to generate 50% more jobs from that client

● Developed relationships with customers to increase customer retention, understanding of faulty processes, and gain new business which resulted in a 7% revenue growth throughout the year● Decreased product waste by 50% by working with all departments to generate more efficient operating procedures● Hired 15 different employees and oversaw their training and development