James Lapaz Email & Phone Number

- Provided bookkeeping, administrative, account management, operations support, social media, management, and photo editing services- Serviced industries including but not limited to property management, real estate, retail, entertainment, event planning, construction, warehousing, and manufacturing- Monitored sales and implemented efficiency measures to maximize productivity- Explored additional revenue streams and handled all marketing, advertising, and sales operations- Developed unique solutions that were custom tailored for the company and its clients- Coordinated financial and human resources through efficient project management- Optimized processes and developed internal procedures for operations management through multiple industries- Provided around the clock client support throughout North America- Crafted a proven track record in scaling businesses and improving efficiencies- Aided companies with incorporating, hiring practices, and training materials- Developed automated processes that enhanced productivity for all aspects of the company- Created and spearheaded property management systems using Blue, Asana, ClientManager, and QuickBooks Online

- Handled the books for multiple companies in property management and online entertainment- Provided services in accounts payable, accounts receivable, account reconciliation, GST remittance, report analysis, triple net reconciliations, expense management, monthly adjustments, and other areas- Maintained ledger and followed up on accounts receivable every period- Added and maintained customer profiles and reconciled outstanding invoices and payments- Handled monthly deposits and promptly updated accounting software- Developed in-house automation scripts that increased data entry by +300%- Maintained and operated PDF invoice and bill scanning services- Developed unique and creative solutions utilizing Excel and custom automated methods for reports not available through traditional accounting software- Utilized Simply Accounting, Wave Accounting, and QuickBooks Online on a daily basis- Troubleshooted hardware and software problems throughout the day- Gave consultation assistance with inventory management, customer support, sales support, and operations- Provided custom debt repayment services and dealt with tenants directly- Assisted clients with email services and customized personal assistance- Optimized FastKeys and Jitbit Macro Recorder for maximum productivity and efficiency- Deposited cheques and maintained online filing systems- Managed and delegated work to assistants and client employees where needed- Utilized and maximized ClientManager/Asana for all clients and provided account management services- Assisted with property management functions, lease reviewal, and assisted landlords/tenants with renewals or new leases- Helped clients with incorporating and corresponded with their legal teams- Incorporated August 2024

- Oversaw the financial and managerial operations of a property management company- Provided management services to customers by referral- Handled and coordinated all administrative, legal, and operational activities- Processed strata correspondence and updated resources for tenants- Introduced new policies and procedures to enhance productivity- Administered leases and assisted other property management companies with management services- Oversaw the additional role of secretary and handled all administrative requirements

- Directed financial and operational functions for a property management company, ensuring efficiency and compliance in every aspect- Managed and coordinated administrative, legal, and operational tasks, fostering smooth daily operations- Drafted and processed strata correspondence while maintaining and updating tenant resources

- Provided full cycle bookkeeping services- Generated reports for management- Created custom operating reports upon request- Helped introduce new systems and procedures for different management functions- Answered emails and coordinated service calls for multiple units at a business park- Helped the Landlord with miscellaneous tasks to ensure smooth operations- Streamlined filing system and automated multiple areas of the company- Dealt with emergency situations and compiled information for the Executive Assistant- Communicated with all stakeholders for the Landlord- Troubleshooted hardware and software problems throughout the day- Provided custom debt repayment services and dealt with tenants directly- Assisted the team with email services and customized personal assistance- Deposited cheques and maintained online filing systems

- Processed cheque payments and recorded all administrative actions- Monitored the company's cash flow to assist with management decision making- Created custom reports for multiple stakeholders- Checked and monitored bills and invoices for potential cash flow issues- Ensured accuracy of financial statements and property management reports- Handled all of the financial recording and reporting- Brainstormed and implemented more efficient data entry processes on a continuous basis- Assisted with the drafting and administration of commercial leases- Reached out to suppliers for quotes and assisted with property management functions

- Answered emails and coordinated service calls for an office building located on a strata- Helped the Landlord with miscellaneous tasks to ensure smooth operations- Streamlined filing system and completed full cycle bookkeeping services- Dealt with emergency situations and compiled information for the Executive Assistant, who is a member on the property's strata council- Communicated with all stakeholders for the Landlord

- Provided full cycle bookkeeping services- Generated reports for management- Created custom operating reports upon request- Helped introduce new systems and procedures for different management functions

- Oversaw the accuracy of financial statements and property management reports- Implemented more efficient data entry processes through brainstorming and collaboration- Processed cheque payments and meticulously recorded administrative actions- Monitored the company's cash flow, providing valuable insights for management decisions- Assisted with drafting and administering commercial leases to ensure compliance- Created customized reports tailored to the needs of various stakeholders- Conducted thorough checks on bills and invoices to identify potential cash flow issues- Handled all financial recording and reporting duties with precision and attention to detail- Collaborated with suppliers to obtain quotes and supported property management functions- Assisted with putting up advertisements for vacant commercial units and coordinated lease inquiries

- Provided full cycle bookkeeping services- Generated reports for management- Created custom operating reports upon request- Helped introduce new systems and procedures for different management functions- Answered emails and coordinated service calls for multiple units at a business park- Helped the Landlord with miscellaneous tasks to ensure smooth operations- Streamlined filing system and automated multiple areas of the company- Dealt with emergency situations and compiled information for the Executive Assistant- Communicated with all stakeholders for the Landlord- Troubleshooted hardware and software problems throughout the day- Provided custom debt repayment services and dealt with tenants directly- Assisted the team with email services and customized personal assistance- Deposited cheques and maintained online filing systems

- Executed financial recording and reporting tasks with meticulous attention to detail- Tailored customized reports to meet the unique needs of various stakeholders- Supported compliance efforts by contributing to the drafting and management of commercial leases- Provided invaluable insights for management decisions by closely monitoring the company's cash flow- Ensured the precision of financial statements and property management reports- Spearheaded the development of more streamlined data entry procedures through collaborative brainstorming sessions- Identified potential cash flow issues through comprehensive checks on bills and invoices- Recorded administrative actions with meticulous detail while processing cheque payments- Facilitated supplier collaboration to obtain quotes and enhance property management functions- Assisted with putting up advertisements for vacant commercial units and coordinated lease inquiries

- Provided full cycle bookkeeping services- Generated reports for management- Created custom operating reports upon request- Helped introduce new systems and procedures for different management functions- Answered emails and coordinated service calls for multiple units at a business park- Helped the Landlord with miscellaneous tasks to ensure smooth operations- Streamlined filing system and automated multiple areas of the company- Dealt with emergency situations and compiled information for the Executive Assistant- Communicated with all stakeholders for the Landlord- Troubleshooted hardware and software problems throughout the day- Provided custom debt repayment services and dealt with tenants directly- Assisted the team with email services and customized personal assistance- Deposited cheques and maintained online filing systems

- Recorded all administrative actions with precision during cheque payment processing- Spearheaded collaborative brainstorming sessions to streamline data entry procedures effectively- Ensured compliance by aiding in the drafting and management of commercial leases- Provided valuable insights into management decisions by closely monitoring cash flow- Guaranteed the accuracy of financial statements and property management reports- Customized reports to suit the specific needs of diverse stakeholders- Identified potential issues related to cash flow through thorough checks on invoices and bills- Conducted financial recording and reporting tasks with meticulous attention to detail- Enhanced property management functions by collaborating with suppliers to obtain quotes- Assisted with putting up advertisements for vacant commercial units and coordinated lease inquiries

- Processed payments and corresponded with vendors during the construction of 3 commercial units- Managed end-to-end bookkeeping tasks- Produced management reports and verified facts from meetings- Developed tailored reports upon request- Implemented new organizational systems and processes- Managed email correspondence and service requests for business park units- Supported the landlord with various operational tasks- Overhauled the filing system and introduced automation in several departments- Addressed emergencies and prepared reports for the Executive Assistant- Liaised with all parties involved on behalf of the landlord- Resolved hardware and software issues as they arose- Offered bespoke debt repayment solutions and interacted directly with tenants- Provided email management and personalized support to the team- Handled cheque deposits and online file management

- Communicated with multiple stakeholders for various advertising companies- Summarized and created packages for relevant emails to be followed up on- Wrote and published online newsletters, blog articles, and SEO optimized material- Developed SOPs and communicated major inquiries to the managing partner- Provided bookkeeping services and assisted with account classifications- Edited marketing emails on Send in Blue, Mailchimp, and ConvertKit

Salt Lake City, Ut, Us

- Provided sales support to an American jewelry company- Closed ring sales worth US$350-$6000- Converted abandoned carts into new customers- Provided ongoing customer support and maintained applicable tickets- Communicated with the rest of the team through Slack, Gorgias, and Notion- Created custom orders through Shopify and answered product inquiries- Reviewed and monitored the company's Facebook pages, posts, and ads- Utilized Meta Business Suite on a daily basis- Engaged continuously with current and prospective customers through social media and other platforms- Utilized Frase to achieve optimal SEO figures for articles- Continuously improved and executed the company's existing SMS system and procedures for new orders- Edited blog posts and further looked into keywords on Semrush- Scrutinized keywords, created blog outlines, and maximized SEO best practices- Acted as a guinea pig for many new internal processes and searched for improvement areas- Reviewed Indeed applications and assisted in hiring new employees- Assisted accountant with year end preparation and monthly record keeping- Provided order processing services into Asana and assisted with data entry

Dallas, Tx, Us

- Assisted multiple agencies and individual clients with consulting services (operations, administrative, and financial assistance)- Introduced sales tactics that helped bolster active sales and enhanced passive income opportunities for clients- Provided advice and guidance on implementing automated services and leveraged AI strategically- Developed custom websites and provided training materials for companies throughout the United States- Grew a steady portfolio of influencers, bloggers, business owners, and hobbyists that required outsourced services- Developed automated and enhanced processes between multiple industries at cost effective rates- Created SEO content and maximized website traffic on a daily basis- Introduced strategies to maximize exposure on new products and services- This is a side business and is not connected with Lapaz - Office Crunch Inc., 1407802 B.C. LTD., or my bookkeeping sole proprietorship. It has grown independently.

- Provided filing and other organizational services to a realtor- Divided categories based on company and operations- Shredded files and reorganized filing- Maintained a neat and organized workspace

Toronto, Ontario, Ca

- Implemented custom procedures that enhanced store operations and cut down on labour costs (PDT Scripting, Overstock Audit, Backroom QR Audit, QR Backroom Inventory Management Initiative, Custom Planogram Automation, Automated Investment Analysis Price Markdowns, Partial UPC Detail Receiving, Optimal Returns, and High Velocity Label Filling)- Assisted the Front Store Manager in managing the human, physical, and financial resources of the store- Served as a role model for employees to maintain excellent customer service - Extensively reviewed CSI metrics and strived to improve all figures- Trained and developed employees for future success- Analyzed trends and developed pricing strategies for products to improve sales performance- Generated, reviewed, and submitted purchase orders for different vendors- Performed the additional duties of a merchandiser, cashier, supervisor, and receiver- Ensured that the store achieved all store objectives- Actively shared best practices with other stores through Yammer that reduced labour- Operated and maintained 3 self-checkout machines to drive customer traffic through them- Based all decision making on the financial and human needs of the store

Toronto, Ontario, Ca

- Solved customer problems related to pricing and the PC Optimum program- Handled returns and exchanges- Assisted management with cashier and merchandiser training- Handled customer complaints professionally and promptly- Performed cashier duties in an efficient, friendly, and positive manner- Processed purchases, points, rain checks, returns, price inaccuracies, coupons, and discounts- Answered and redirected customer service phone calls- Provided sales support to all departments- Handled break coverage for cosmetics and front store employees

Toronto, Ontario, Ca

- Restocked and presented merchandise according to store display standards- Aided in the unloading and loading of inventory orders- Organized and maintained backroom merchandise for efficient retrieval- Received and signed for merchandise and general deliveries on behalf of the company- Set up flyers, corporate markdowns, and promotional signage throughout the store- Aided other employees with respect to product inquiries and administrative duties

- Mopped, cleaned, vacuumed, and wiped multiple surfaces- Organized a walk-in clinic's waiting room and magazines

- Created, utilized, and implemented various programs to assist business operations- Observed and improved areas of the business regarding sales and warehousing- Developed, improved, and maintained the company's barcode system- Created and improved employee resource modules for training purposes- Analyzed and enhanced warehouse job responsibilities

- Cleaned a walk-in clinic on a daily basis- Mopped, scrubbed, and wiped multiple surfaces- Organized magazines and waiting room

- Provided inventory management consultation to an Equestrian equipment and supplies company- Developed an automated barcode system for 4000+ inventory SKUs- Sorted and phased out unused or discontinued item codes- Researched cost effective alternatives to current operations practices- Heavily utilized Simply Accounting and Microsoft Office for report analysis

- Assisted multiple organizations during college with operational consulting- Reviewed and processed data entry and other administrative tasks on an as needed basis- Handled several issues and provided customer service, administrative assistance, and sales support- Worked with organizations that focused on marketing, media management, and event management- Was given the opportunity to utilize and implement theories and ideas from school- Eventually gained the foundation required to branch off into larger scale projects- Learned how to continuously improve and gained a wide range of skills that would later scale with future business endeavors- Trained in the practical uses of Adobe Photoshop, Adobe Illustrator, Microsoft Office, and Simply Accounting- Worked alongside a graphics designer, programmer, and a small-sized team at several startup companies throughout Canada and the United States of America

- Assisted a health and wellness supplier based in Richmond on improvement ideas- Reviewed company operational needs and wants- Analyzed data analytics and financial information to provide consultation- Handled the financial and statistical analysis portion of the marketing project- Created and edited reports about the company and potential solutions to needs and wants- Utilized Microsoft Excel heavily to determine trends and opportunities- Communicated and presented business analyses to business owner extensively

- Assembled electrical wire harnesses- Maintained and filed all invoice paperwork for tax purposes- Monitored and adjusted productivity throughout assignments

- Cleaned a walk-in clinic on a daily basis- Mopped, scrubbed, and wiped multiple surfaces- Organized magazines and waiting room

Strata Management Licensing Course

Bachelor Of Business Administration In Accounting, Specialization In Business Law