Carly Berg Email & Phone Number

As a QuickBooks Certified Pro Advisor, I’ve been providing bookkeeping services to small businesses across a variety of industries since 2008. I left the corporate world in 2015 to start Above & Beyond Bookkeeping. My vision has and always will be to create a full-service bookkeeping company that helps take the stress out of the everyday financial tasks that are an inevitable part of every small business.

Greater Atlanta Area

Responsible for the recruiting, employee onboarding, training and corporate philanthropy at a 350+ person financial advisory firm. Designed and implemented various programs and processes resulting in a more efficient and employee focused work environment.✓ Pitched and rolled out company-wide new-hire orientation program and handbook, converting from paper to electronic forms, improving process efficiency and eliminating printing costs✓ Revamped employee performance review process, creating measuring scales that correlate to the company’s key results and goals✓ Converted payroll systems from ADP to UltiPro, implementing UltiPro as a new HRIS✓ Developed a company-wide employee appreciation program, owning process from pitch to implementation✓ Created an internal recruiting guide that included a process overview and interview best practices✓ Pitched and owned annual corporate off-site including all logistics, planning and content✓ Designed and managed a 6 week summer learning series for 30+ interns that has run for 3 years in a row✓ Developed an onboarding process that greatly reduced the new hire timeline✓ Conceptualized and rolled out HighTower University and other projects related to career-path and continuing education opportunities for employees✓ Created and co-chair philanthropy committee which among other events, ran 3 annual silent auctions raising tens of thousands of dollars for local charities✓ Responsible for pitching, designing and coordinating a company-wide monthly newsletter launched in January 2013✓ Program administrator for company-wide workplace harassment training ensuring 100% completion

Greater New York City Area

Managed logistics in the New York City office (50+ employees) while providing administrative support to the Chief Operating Officer. Promoted to Professional Development & Training Specialist within Human Resources in November 2012.✓ Worked across departments handling graphic design for 20+ marketing projects and coordinating 5+ events✓ Supported Chief Operating Officer with booking travel, managing expense reports, coordinating meetings and assisting with company-wide communications

Greater Atlanta Area

Performed various financial functions on location for 5 separate clients utilizing QuickBooks Pro and other accounting tools.✓ Prepared balance sheet account reconciliations for month-end analysis and review✓ Balanced business accounts, processed payroll, accounts payable and accounts receivable for all clients✓ Increased accounting efficiency and reduced liability and cost✓ Increased overall profits by developing formulas and creating spreadsheets to accurately track cash flow✓ Prevented revenue loss by developing a method for checks and balances

Miami/Fort Lauderdale Area

Managed all aspects of event logistics for 25 clients and 200+ vendors.✓ Coordinated all marketing and advertising campaigns for the 19th World Orchid Conference, resulting in 25,000+ attendees from the United States and abroad✓ Negotiated and executed contracts and agreements on behalf of the Board of Directors✓ Successfully oversaw all event budgets and coordinated activities such as silent auctions to ensure that each non-profit organization met their fundraising goals✓ Managed and trained event staff, up to 15 per event✓ Carefully monitored event schedules, spreadsheets, lists, and other event specific documents✓ Ran 15 non-profit events, including a 5-day conference and trade show