Heidi Jones Email & Phone Number

I started my business to create and execute solutions that support organizational and individual effectiveness for nonprofit leaders, small business owners, and individuals. Through short- and long-term consulting engagements, I focus on finance, operations, governance, and administration, including assignments holding interim Chief Operating Officer (COO), Director of Operations, and Director of Finance positions. Areas of expertise include > Operations: Use research, problem-solving, analytical, and communication skills to clarify and analyze complex issues, advise on strategic goals and initiatives, and create reports, presentations, and workflows to recommend, develop, and implement solutions. >Administrative: Research and analyze procedures. Organize office files and processes for smooth and efficient day-to-day operations.> IT: Evaluate vendors and software, implementing broad changes and new solutions where needed. > Grant Processes: Direct, write, negotiate, budget, voucher, and report on grants to fund organizational missions. > Accounting: Use QuickBooks, Excel, Google Sheets to prepare financial statements using GAAP. Manage audit and tax return preparation. Implement, maintain, and enforce financial policies that create strong internal controls. > Legal: Tax, audit defense, for- and non-profit entity life cycle, contracts, basic employment law, and other financial matters. Support worker-owned and consumer co-operatives.> HR: Develop and implement policies and procedures in compliance with federal and state laws and foster a diverse, equitable, and inclusive workplace. Develop job descriptions and hire accordingly. Create and implement performance improvement plans.

As leader of a local coffee shop, I spearheaded all aspects of corporate finance, legal compliance, safety, grant application, and management including managing a staff of six. Significant accomplishments include:> Increased revenue by 27% over five years and achieved zero staff turnover for 22 months.> Intentionally built and strengthened community networks through conversation, events, and social media. > Maintained cafe success throughout the COVID-19 pandemic using social media, grant writing, in-person events, and community outreach.> Used communication and positive leadership skills to resolve conflicts among staff and with customers.Sold 1/24/22.

I co-founded a community development organization to successfully apply for several community and economic development grants of over $1.48M. Results included full occupancy in downtown storefronts from a previous 45% vacancy rate.> Facilitated visioning sessions including a diverse cross-section of the community to build relationships, complete SWOT analyses, and determine the direction of the organization. > Brought together borough government, community members, and organizations to achieve community goals.> Worked with the executive committee to ensure compliance with grant programs. > Oversaw financial operations including filing tax returns and managing budget and operating funds.

Buffalo, New York, Us

I was recruited to the board of a group of community development/housing nonprofit organizations with a staff of 45 and assets over $22M. Led or actively participated in board meetings, executive and finance committees, and trainings.Significant accomplishments include:> Orchestrated an overhaul of bylaws and corporate governance processes with input from staff, board members, and the community. > Partnered with staff and an outside CPA to identify procedural weaknesses, improve operations organization-wide, and professionalize the finance department.> Alerted staff and directors to legal issues and created the first outside counsel position.

Buffalo, Ny, Us

As managing partner of an accounting and consulting firm, I focused on effective operations, administration, and finance solutions for a broad range of nonprofit organizations, small businesses, and individuals. My staff included eight bookkeepers, payroll specialists, and tax preparers.Significant accomplishments include> Conducted intensive consulting projects that led to increased organizational effectiveness. See Projects section for examples.> Prepared financials including month-end and year-end close and monthly balance sheet reconciliation using QuickBooks desktop, enterprise, and online, using GAAP nonprofit accounting requirements. > Worked with auditors, audit committees, executive directors, and finance and audit committees to complete audits, and prepare, review, and present financial statements. > Used Excel and Google Sheets extensively to manage grants and budgets, and to prepare financial statements.* Advanced Certified QuickBooks ProAdvisor: Enterprise, Desktop, Online, Point of Sale

My consulting firm provided financial, operations, and administrative consulting services for nonprofits, small businesses, local governments, corporations, and individuals. > Analyzed tax, financial, and administrative situations, clarified problems, and provided solutions. > Evaluated, selected, and configured Microsoft networks, Windows-based computers, QuickBooks, and/or QuickBooks Point of Sale, and integrated with third-party applications.

Graduate Certificate, Mindful Counseling For Mindfulness & Engagement

Jd, Law

Ba, Sociology