Dianne Mcnally Email & Phone Number

Create and maintain the accounting records for small businesses using the QuickBooks Online and QuickBooks desktop applications. Reconcile all accounts as needed. Interface with outside accounting experts such as tax CPA, auditors, and QuickBooks Certified ProAdvisor consultants. Assist small business owner in running and customizing reports that provide business analysis and results. Perform banking functions as required. Create and maintain QuickBooks Online and Quick Books desktop company data. Understand the account and company setup steps and maintain a general knowledge of the major areas of the QuickBooks Online and Quick Books desktop applications. Experience in processing payroll with such payroll systems as ADP, GUSTO, Corporate Payroll, PAYCHEX, Access and QuickBooks.

United States

Online Bookkeeping service that connects small businesses with trusted, QuickBooks-certified virtual bookkeepers. Provides cleanup/setup of chart of accounts, connects bank and credit card accounts while teaching clients the basics of QuickBooks. Categorization of all incoming banking and credit card transactions as well as reconciles accounts on a monthly basis. Reviews financials with the client on a monthly basis to make sure that the clients books are accurate.

Provides accounting leadership and support for company print and online publications; Today’s Hospitalist, Today's Resident and Med Career Guide, with more than $5 million in annual revenue. Maintains accounting records using QuickBooks Online and QuickBooks desktop applications. Perform all financial activities including profit and loss statements and management reports. Complete monthly bank and credit card reconciliations, create invoices and collect overdue accounts. Research and resolve billing and collections disputes. Process and manage semi-monthly payroll as well as manage 401K filing and compliance guidelines. Coordinate annual budget compilation.

Graduate of the Institute of Integrative Nutrition, AFAA certified Personal Trainer as well as a member of the American Association of Drugless Practitioners (AADP). Has been teaching in the fitness and wellness field in Bucks County and Montgomery County for over 15 years. Dianne firmly believes in the holistic approach to both health and fitness.

Managed the day-to-day operations of the Human Resource office. Managed the administration of the human resources policies, procedures and programs. Carried out responsibilities in the following functional areas: departmental development, Human Resource Information Systems (HRIS), employee relations, training and development, compensation, organizational development, and employment.Responsibilities:recruiting and staffing of manufacturing facility;performance management and improvement systems;organization development of employment and compliance to regulatory concerns and reporting;employee orientation, development, and training;policy development and documentation;employee relations;company-wide committee facilitation;company employee communication;employee safety, welfare, wellness and health; andemployee services and counseling..Coordinates implementation of services, policies, and programs through Human Resources staff; reports to the Human Resources Manager and Director, and assists and advises company managers about Human Resources issues.Primary Objectives:Safety of the workforce.Development of a superior workforce.Development of the Human Resources department.Development of an employee-oriented company culture that emphasizes quality, continuous improvement, and high performance.Personal ongoing development.-

Prepared and completed monthly journal entries for payroll, insurance, worker's compensation,vacation,401K retirement, cash clearing account expenses and payroll.Prepared and completed balance sheet and financial statements for both Confab and owners racing stables.Participated in month end closing for both Confab and owners racing stables.Reconciled payroll bank statements. Processed and distributed all sales and broker payments.Managed group health insurance and short/long term disability premiums as well as COBRA. Supervised Payroll Commission Clerk.

Associates In Business Management, Business & Human Resources Management

Certified Health Coach, Holistic Nutrition

Academic