A locally owned and operated consulting company providing solutions to elevate businesses to their fullest potential. Operations, HR, administrative, bookkeeping and accounting consulting for small and medium sized businesses!

Our team is like no other. Four industry leaders working together, helping transform New Mexico into the renewable energy leader it was born to be.

Chief Administrative Officer for locally owned and operated IT Consulting Group.

Serve as eyes and ears of the office to principal group by keeping a pulse on the firms needs. Assist Managing Principal in managing areas of IT, HR and Marketing to ensure that the office runs smoothly. Work closely with Managing Principal and principal group to ensure success of the office including meeting administrative and firm goals. Assist in preparing and manage budget process. Manage Budget. Manage day to day success of the office, including the administrative staff. Assist Managing Principal and principal group in developing strategies and processes for profit improvement. Assist Firm with firm compliance (CPE Audits, firm licensing, & quality control). Manage and lead operational projects, office events & day to day upkeep of a 10 million dollar budget. Manage facilities and capacity demands. Manage/plan/coordinate office/firm meetings and functions including attending and participating in principal meetings and retreats. Establish, manage and coordinate firm time and financial reports and reporting systems. Manage & train on time & billing system; billing for up to 350 clients. Manage & monitor AR and collections. Centralize administrative team and processes to improve efficiencies and eliminate the need for temporary labor.

As of 1/2/2012, Clifton Gunderson merged with CliftonLarsonAllen!

 As of January 2011, Meyners + Company was acquired by Clifton Gunderson LLP Assist Partner in Charge and partner group with management of the office Assist in preparing office budget, manage time and billing system, and managing cost control Ensure all firm administrative and quality control processes are followed and maintained Serve as right hand to Partner in Charge by keeping a pulse on the offices needs

 Serve as eyes and ears of the firm to partner group by keeping a pulse on the firms needs Manage and administer firm 401(k) program Assist Managing Principal in managing areas of IT, HR and Marketing to ensure that the firm ran smoothly Work closely with Managing Principal and partner group to ensure success of the firm including meeting administrative and firm goals Assist in preparing and manage budget process Manage day to day success of the office, including the administrative staff of up to 10 employees Assist Firm Administrator and Managing Principal in developing strategies and processes for profit improvement Assist Firm Administrator with firm compliance (CPE Audits, firm licensing, & quality control) Manage, renew and monitor firms liability property, professional and workers compensation insurance policies; saved the firm $20,000 within first year of managing the process Assist Firm Administrator with operational projects, office events & day to day upkeep of a 15 million dollar accounting firm  Manage facilities and capacity demands Manage/plan/coordinate firm meetings and functions including attending and participating in partner meetings and retreats  Developed supplies ordering process/program that saved the firm over $30,000 in its first year Establish, manage and coordinate firm time and financial reports and reporting systems Manage & train on time & billing system for up to 80 employees; billing for up to 350 clients Manage & monitor AR and collections; decreased average collection period by over 40% Centralize administrative team and processes to improve efficiencies and eliminate the need for temporary labor

 Oversaw operations & customer services for an area with 5 offices and revenues in excess of 15 million dollars, including supervision of 20+ administrative staff and 7 operations managers Enhanced overall operations and service to over 80 brokers Centralized operations from 5 offices to the complex office in Albuquerque while maintaining an excellent level of service, professionalism and speed in completing tasks Responsible for operational compliance both internal and SEC regulations; Supervised improvement of compliance audit rating from an unsatisfactory to a satisfactory in the first 6 months of employment

 Manage day to day office  Review and servicing of client portfolios along with preparing clients proposals, assist in developing financial plans and serving in absence of financial advisor Responsible for operational compliance both internal and SEC regulations Place and monitor trades Retail sales for all banking, lending and investment products; met revenue generation goals Assisted customers in making both consumer and small business financial decisions

-Assisted in servicing client book of business-Place mutual fund purchases-Developed and analyzed financial plans-Maintained compliance on client records -Scheduled appointments and solicited new business through cold calling