Jamie Ross Email and Phone Number

Manage financial operations for 40-50 clients, providing bookkeeping, payroll, tax compliance, and reporting. Optimize profitability through strategic budgeting and ensure accurate, timely business and personal tax filings.Mentor 2 colleagues, boosting their skills in bookkeeping, payroll, and taxes through training and best-practice templates, with ongoing coaching and feedback.Create best-practice templates and procedures to streamline business operations. Contribute to expanding Bookkeeping Assistants from a 2-person team to a 5-person business, supporting ongoing growth.Utilize QuickBooks Desktop, QuickBooks Online, MS Excel, ProSeries, and Karbon to drive efficiency and accuracy in financial processes, optimizing workflows and improving overall productivity

Provide comprehensive accounting, payroll, and tax services for two long-term clients—a medical office and a multi-faceted business owner—utilizing my public accounting and internal audit background to stay up-to-date with tax regulations and maintain strong financial expertise.Built the accounting system from the ground up, implementing innovative solutions like Buildum to effectively manage 65 rental properties. This enhancement streamlined profit remittance to property owners, significantly improving operational efficiency.Handled tax situations, including business sales, property transactions, inheritances, and divorces, while conducting thorough research to provide effective solutions for clients.Currently project managing the smooth retirement transition for a physician, ensuring an efficient handoff to another doctor.

Co-own a 7-Eleven franchise alongside my husband, overseeing all aspects of business operations for 14 years, including a 4-year period managing two stores before strategically downsizing, with a focus on financial planning, hiring, training, and process optimization to drive growth and efficiency.Managed full P&L responsibility for two stores, driving $4.9M in peak combined revenue, and for 14 years, led one store to grow annual sales from $1.8M to $2.9M with a steady 4% year-over-year increase through cost control and strategic growth initiatives.Earned awards for Brand Excellence, top scan rates, and food focus days by driving team engagement. In 2020, led an incentive program that increased sales by 3,268 units and boosted revenue by $15,000 in 28 days, gaining top management recognition.Fostered a positive, growth-focused work culture, promoting employees from sales associate to management. Achieved high engagement and above-average retention, with over 50% of staff staying more than 5 years and 3 team members surpassing 10 years.

Supervised the verification of internal financial controls and led detailed walkthroughs over the new SAP software, improving efficiency and updating financial process flowcharts to enhance accuracy and system integration.• Executed full responsibilities as a Financial Controls Auditor, ensuring compliance with internal financial controls, identifying areas for improvement, and enhancing audit processes to strengthen organizational financial integrity.• Created the Governance, Risk, and Compliance (GRC) standard operating procedures manual, enhancing regulatory compliance, risk mitigation, and operational consistency throughout the organization.• Compiled and delivered detailed monthly status reports, tracking issue resolution progress and highlighting outstanding items, leading to improved accountability and timely resolution of financial control issues.

Verified the effectiveness of financial internal controls and conducted walkthroughs to enhance efficiency, leading to updated financial process flowcharts that strengthened operational accuracy and compliance.• Reviewed Internal Control Questionnaires for wave 2 businesses, ensuring accuracy and compliance, which strengthened overall internal controls and risk management processes.• Led training for the semi-annual physical inventory observation audit process, successfully compiled and reviewed audit results, and enhanced accuracy, resulting in improved inventory reporting and operational efficiency.

Prepared small to intermediate individual, corporate, partnership, and non-profit tax returns, while conducting audits for non-profit and governmental entities, ensuring compliance and accuracy in financial reporting.• Handled small to intermediate individual, corporate, partnership, and non-profit tax returns, ensuring accurate and timely filings that met all compliance requirements, contributing to client satisfaction and retention.• Conducted audits for non-profit and governmental entities, as well as private sector organizations including HUD, VHDA, employee benefits, and government contractors, ensuring compliance with regulations and enhancing financial accountability.• Compiled GAAP and income tax-based financial statements, ensuring accuracy and compliance with regulatory standards, which improved financial reporting and supported informed decision-making for clients.• Involved in implementing audit programs for Sarbanes-Oxley compliance, enhancing internal controls and ensuring adherence to regulatory requirements for financial reporting.