1. Helped with the selection and implemented the use of a new workflow software for the office.2. Tracked, assembled, and e-filed client tax returns.3. Reconciled bank statements for checking, savings and credit card accounts for client bookkeeping.4. Collected information directly from client, prepared and e-filed all form 1099's; both for the officeand the clients.5. Collected information directly from client and helped e-file city business licenses for clients.6. Calculated payroll taxes and manually prepared payroll returns for late filing clients.7. Reduced physical storage space by scanning old client files that were still necessary to keep but notimportant to have on paper.8. Prequalified potential new clients prior to scheduling appointments.9. Scheduled all appointments.10. Answered all incoming calls.

- Quickbooks: estimates, accounting, invoices- Track job progress (white board/online)- Payroll

- Develop organizational procedures and systems for office personnel, including filing, billing, accounts payable, payroll and scheduling- Hiring employees (W2) and sub contractors (1099) - Prepare portfolio, estimates and take-offs to bid on the projects- Schedule meetings and appointments with clients and leads and follow up on them - Track job progress (on field)- Gather information and photos for billing preparation- Maintain inventory of office and break room supplies- Coordinate 3rd party sub contractors to job locations as needed- Work effectively with all levels of employees while inspiring respect and credibility- Manage travel itineraries

- Provide greater than expected customer service - Escalate customer concerns as necessary, following up with customer- Meet or exceed net rental goal each month- Follow up on all internet, e-mail or call center leads- Achieve and maintain occupancy and revenue goals each month, maximizing revenue by limiting concessions, discounts and waived late fees- Clean and refresh vacated units - Daily walk-through in the property - security purposes- Ensure phones are answered in a professional manner- Show a storage unit to every walk-in customer- Maintain accurate records for each customer including lease, addendums, correspondence- Communicate with customers and potential customers in a manner that is professional and in afashion that limits the legal liability of the company- Keeps foreclosure documentation organized and accurate, following company foreclosure checklistand set guidelines- Keep post auction paperwork labeled - Prepare weekly and monthly reports accurately and submit in a timely fashion- Make daily collection calls and send reminder notices per company standards

- Strategic participation in the implementation of the first unit in Sao Paulo / Brazil- Translation, adaptation of manuals and operational processes- Development and implementation of operational processes- Research and hiring of suppliers and employees- Participation in assembly shop/store- Implantation of SiteLink system and creation of the manual for the system user

- Collect and review reports from managers before sending them to shareholders;- Organize and assemble monthly folders for each facility with general reports;- Manage delinquents’ status and start the legal process with them;- Responsible for marketing budget of the three units and for writing a monthly report to the shareholders;- Maintenance of visual communication of the three units;- Project management for website development;- Responsible for budget and purchase of office supplies. Negotiate with suppliers’ managers to get good prices. Also release notes (tickets) into the RM system (TOTVS);- Security procedures of outsourced company;- Miscellaneous actions to prospect clients: send marketing emails; website optimization for search on Google sponsored links - SEO;- New locations start-up management (Due Diligence);- Support to shareholders’ trips, flights, transfers, accommodation and schedule meetings and convene participants;- Responsible for setting and operating the Storage Commander System and, when necessary, make contact with the company's technical support located in Murieta - CA;- Implementation of boxes into the system and its design of the map that must be synchronized with the digigraph for customers to see on the screen of the store;- Purchase and maintenance of DigiGate keyboards establishing contact with the Chamberlain Access Solution-CAS, located in Tucson - AZ.

- Organizing assessment for employees and candidates who are applying for some position in international and national companies (Personnel Decisions International methodology)- Assistance to several consultants in their traveling jobs and trainings in companies- Elaborating commercial proposals using Power-Point or Word- Participating on 360° Evaluation- Review of presentations for external trainings- Elaboration and preparation of didactic materials for training- Making phone contacts with clients- Organizing and maintain company library.

- Assistance to the President of the company;- Control of personal and professional President’s agenda through Outlook;- Payment of all home and commercial bills for the President;- Customized assistance to President;- Administration of office and private affairs for the President;- Elaboration of spread sheets, clients’ data bank, invitations, thank cards, mailing, telegrams, letters;- Answering international phone calls.