Devon Newman Email & Phone Number

Knoxville, Tn

Completed a major financial project for the company. Separated out company and personal finances and accounts. Redid the company books from 2018 forward and handled un-filed reports for all years and amended company returns. Set up new Company accounts starting in 2023 and streamlined record keeping going forward

10863 Park Blvd #10, Seminole, Fl 33772

Senior Executive AssistantCoast To Coast Title & Escrow Services - Clearwater, FL January 2020 to May 2022Responsible for day to day administration of the company so that the principals could concentrate on operations and expansion.Human Resources – E-Verify, collection and retention of ID Documents, Background check and Application paperwork, interviews, termination insurance applications, records, activation & termination.Bookkeeping - including A/P & verifying invoices, A/R, Multiple Bank Accounts oversight and reconciliations, Remote Deposit, Reports, Tax Documentation, Developing records procedures across multiple accounts. Set up several companies in Quickbooks to record financial transactions in each. Weekly & Bi-Monthly Payroll, ADP, etc.Legal Matters – review contracts & research terms of same, contract negotiations, research to provide information on statutes and rulings pertinent to future expansion plans.Leases – review & research terms of same, negotiations.Creation of entities - LLCs/S Corps, acting as Secretary, Creating Operating Agreements, Arranging Member meetings, Keeping minutes, etc.Creation of Franchise invoicing procedures, Franchise billing, collecting, etc.Insurance Licensing and Annual Reports to Secretaries of State – Kept track of what licenses were needed in each state, applications, expiration dates and state report dates, submitted renewals and reports or notified principals when it was time to do it

Clearwater. Fl

I took on a project for them to correct 2017's Quickbooks records after the previous bookkeeper left them with major problems. I had to recreate their books for 2017 with the original records in a shambles and some missing. I worked with the accountant and enabled him to do the taxes for 2017. I created new Quickbooks companies for the business for 2018 to better manage their transactions and financial goals and caught up the 2018 backlog.

1390 Sunset Point Rd, Clearwater, Fl 33755

Created and Updated files of all personnel. Did previous employment checks and vetted background information. Ensured that all professional licenses and certs were kept up to date and that verification of such was in the files Per HIPPA requirements. Ensured that all visitors were vetted, screened calls and routed them and ensured incoming mail was examined, all per HIPPA requirements.

Clearwater, Fl

For four separate companies under DSE: (Quickbooks)Accounts Receivable and Collections Payroll, Commissions and bonuses for 31 people Invoicing of all sales transactions, credits, etc. . Tallying up of all weekly invoices by spreadsheet,Bank reconciliations, Doing deposits.Ordering and managing office suppliesFor two companies:Accounts Payable, checking against POs, creating checksSales tax returnsSales supportCustomer service

401 Yelvington Ave, Clearwater, Fl

For four separate companies under DSE: (In Quickbooks)Accounts Receivable and Collections , Payroll, Commissions and bonuses for 31 people, Invoicing of all sales transactions, credits, etc. Tallying up of all weekly invoices by spreadsheet, Bank reconciliations, Doing deposits. Ordering and managing office supplies.For two other companies: Accounts Payable, Invoice checking against POs, writing checks, Sales tax returns, Sales support, Customer service.