Herb Barton Email & Phone Number

• Prepare all monthly and yearly financial reports including balance sheet, income statements, and inventory reports, ensuring accurate financial tracking and analysis. • Coordination and submission of company tax reports and manage payment transactions, ensuring compliance with all tax regulations. • Effectively added on additional responsibilities as a facilities manager and IT manager, leading to reduced annual costs as well as increasing security measures within the store.• Provide customer service when financial issues arise on the main jewelry floor.• Collaborated with the management team to increase sales from $4.6 million to $8.5 million.• Maintain effective communication with vendors and coordinate with external sources for building maintenance activities, ensuring smooth operational functionality. • Conduct daily equipment and computer maintenance to ensure operational efficiency and minimal downtime. • Successfully mediate workplace conflicts when necessary, working in conjunction with HR Manager. • Support sales staff by handling miscellaneous tasks and prioritizing their needs to optimize their productivity. Upon acceptance of this role:• Identified and addressed the absence of formal procedures for integrating the inventory system with QuickBooks upon assuming responsibilities. • Reconciled and created formal accounting procedures to integrate independent inventory system to QuickBooks that resulted in efficient and accurate accounting records.• Successfully reconciled incomplete financial records inherited from the previous accounting manager, ensuring accurate and comprehensive financial documentation.

Colorado Springs, Colorado Area

• Collaborated closely with customers to develop promotional designs and products that met their specific needs and preferences. • Leveraged special software called Design Shop Pro to create embroidery designs for selected promotional items. • Set up business operations in QuickBooks, including financial statements, inventory control, purchase orders, and sales fulfillment.• Coordinated with suppliers and vendors to source high-quality promotional items that align with brand objectives.• Researched and negotiated the acquisition of equipment to ensure quality and reliability.

Colorado Springs, Colorado Area

As a member of the Board of Directors and an officer (Treasurer), I reported directly to the CEO and President. I was responsible for the general business affairs of the company. This included information technology, securing and administrating insurance, human resources, payroll, sales fulfillment, accounting and monthly financial statements.• Organized and converted from manual to multi-platform computer system increasing efficiency and reliability as well in response to industry changes.• Managed 6 employees in accounting and shipping/receiving that contributed to the company’s growth from $4 million to $12 million.• Setup accounting and financial statements for 3 new business lines allowing management to analyze results with detail in a timely basis.• Adjusted % of Advertising/Editorial ratio to maintain profit when paper prices increased.• Worked with production department to purchase paper direct from paper mill resulting in additional savings and increased profit.