Are you ready to claim ownership to profitability acceleration? We guide high-achieving small businesses with cloud bookkeeping, profitability improvement, process improvement, cash planning, and budgeting support. We combine Quickbooks Online Bookkeeping with Profit First Coaching to help you achieve powerful accountability and accelerate your profit. As Profit First Professionals, we align your accounting with your business goals so that bookkeeping becomes a function of building profit. By understanding where your finances stand, you’ll be better equipped to make solid and effective value-based decisions. This is your invitation to create a stable and chaos-free cloud accounting environment that is authentic to you, both personally and professionally. Our specialty is in helping clients utilize QuickBooks Online software and third-party apps to streamline their business. We can help you identify and clean up outdated, manual processes and build streamlined, tech-savvy access to your current financial position so that you can make real-time financial decisions with accurate data. We offer QuickBooks Fixer Uppers, helping you clean up and correct nagging problems in your QuickBooks Desktop or Online program. If you feel angst or disorder at the thought of your own small business finances, perhaps it is time for a new sort of accountability.

✔Set up QuickBooks software for service and manufacturing industries and integrated with job costing software ✔Develop full cycle Accounting procedures through periodic ledger close and compilation of financial statements✔Serve as liaison with tax return accountant and 3rd party payroll processor & prepare 1099’s✔Assist in preparation of corporate 5500 returns and administration of benefits programs ✔Perform research and establish application for general and professional liability insurance policies✔Maintain all full cycle accounting activity using the QuickBooks Enterprise version along with the Premier software – A/R, A/P, Month End Close, Budget and Allocation, Cash Receipts, Bank Reconciliations✔Redesigned the bank reconciliation process for 250+ operating and investment accounts per month ✔Process payroll for staff and designed a tracking calendar for payables, collections and budget preparations for association meetings✔Issue/analyze financial statements for Board of Director review ✔Reviewed and renewed business liability insurance policies; coordinated competitive quotes and designed a renewal calendar in order to avoid insurance coverage lapse✔Liaison with outside public accountants to generate tax returns and perform the required federal audits to meet statutory deadlines✔Designed internal process within the company to promptly collect exhibitor and corporate sponsorship, improving cash flow by 30 days for associations

✔Performed entire full cycle accounting function setup on QuickBooks Pro for software development company ✔Designed and improved the A/P system – eliminated vendor late fees, established company D&B profile which resulted in an additional $1M in financing by lending institution✔Procured all inventory for company; reduced the carrying level from 45 to 30 days and maintained prompt customer order fulfillment✔Consolidated and designed financial reporting package for management review purposes✔Created ‘snapshot’ analysis report for ease of review✔Negotiated vendor contracts and established preferred pricing and 30-day terms with primary vendors✔Collaborated with outside payroll company to issue payroll. Initiated jobs tax credit for employer, resulting in a $1,500 payroll tax credit during 2011✔Reconciled all bank and G/L accounts; responsible for cash management and day to day treasury function✔Served as contact person for insurance companies on company general and professional liability insurance policies✔Implemented credit card use which resulted in 30-day reduction of receivables of turnover✔Coordinated efforts with 3rd party leasing option to establish leasing program, resulting in commission revenue for the company and a reduction of 2 days of internal A/R effort per month

✔Prepared average of 200 monthly sales tax returns for assigned clients✔Converted client raw data from Access to importable format, saving an hour of manual effort per tax return✔Researched and resolved all jurisdiction notices related to filed returns✔Reduced the Department of Revenue notice turnaround time from 60 to 30 days, improving client prompt pay status✔Assisted client in audit defense; designed related reports as requested by auditors, resulting in 1-2 days reduction of client effort in assembling historical data ✔Managed 2 Jr. Accountants’ time and reviewed tax returns prepared

✔Integrated the InSource software with ERP system in order to transition the multi-state sales tax returns processing from a manual to an automated routine✔Prepared all periodic tax returns✔ Responsible for full sales/use tax compliance in 30+ states. Coordinated state sales tax audits with plant controllers✔Resolved related tax notices✔Performed research using CCH software to maximize tax credits for use tax purchases✔Developed procedures for local plant sites regarding exemption certificate audit requirements ✔Implemented and managed the Tax Calendar to satisfy SOX requirement✔Participated in various CCH and RIA sales tax seminars Committee of 200 (Special Year End Project

✔Conducted Sales Use Tax Compliance and Audit Defense for Fluid Management Inc. & Packaging Corp. of America ✔Integrated the Deloitte & Touche CorpTax software with ERP system post Nabisco acquisition in order to prepare sales/use tax returns✔Worked with staff to design efficiencies to the process

Designed and converted the Vertex sales tax integration with the new Y2K ERP system. Key participant in the upgrade of business system to later versions. Responsible for training financial and operational employees on additional functionality. Company liaision for tax related audits. Responsible for compliance and related sales tax internal controls. Maximized cash flow through coordinated efforts with receivable and payables teams. Designed a results-oriented collection program. Improved relations with financial third parties through collateral stability.

Developed accounting procedures to meet company goals. Responsible for monthly close. Managed team of 12, varied performance levels, and developed procedures and training. Converted financial processes (Sales/Use returns, Payroll, and A/P to automated environment). Implemented the Vertex sales tax software to process tax returns in the 48 applicable states. Member of financial statement team with outside CPA's to generate financial statements.

Evaluated existing internal controls of corporate operations facilities as well as corporate finance and general accounting departments. Prepared workpapers documenting same, and, suggested improvements in order to be in full compliance with GAAP standards. Coordinated with external auditors during financial audits and reviews. Managed staff of regional accounting centers departments responsible for accounts receivable and customer service. Evaluated performance and trained on new policies and systems.