Full cycle and trust accounting management, in both QuickBooks and Applied Epic software. Enabling a fully remote workforce. Human resource management including payroll and insurance benefits. Office management including maintaining an electronic filing system. Creating and implementing new business processes for increased efficiency, cost effectiveness, and decreased environmental impact. Trained in Zywave digital marketing software. Office and supply management. License management.

Managing several large credit card settlements, processing and loading vendor fees, sales, and charge backs. Submitting bi-weekly ACH requests. Posting end of period general ledger journals. Resolving discrepancies in banking and vendor files and system loads. Company wide end of period reporting. Utilizing online data, Microsoft Access queries, PDI Enterprise software, ReconNet Views software, and Microsoft Excel to analyze sales and fees data. Advanced Excel use, VLookup, Pivot Tables, Macros, IF Statements, etc. Processing money order refunds. Creating and modifying settlements to accommodate three consecutive acquisitions.

Processing and troubleshooting invoices, applying credits/debits, reconciling vendor statements, electronic filing, maintaining tax documentation on file with vendors, creating efficiency using business process optimization, Profit 21 software, and Microsoft Office Suite.