Are your books perplexing? Are you spending too much time trying to figure them out? Do you need a little bit of help sticking to your budget and figuring out how to grow your company? After working as a bookkeeper for many years as an employee, I am now accepting new clients and #OpenForBusiness! Please share my contact info with anyone you think would be interested. My services are virtual, and I am dedicated to helping small to medium-sized businesses and solopreneurs. Expertise in engineering, design service firms and non profit arts. #ArchitecturalDesign #InteriorDesign #Engineering #LandscapeDesign #CivilEngineering #StructuralEngineering

PROJECT MANAGEMENT• Assisted in compiling, formatting, and proofreading reports, presentations, and information packets for internal and external use, including project meeting reports and correspondence.• Assisted the project team in maintaining and organizing project documents, including finish schedules, samples, and allowance quotes. • Completed Architectural Design Review Board applications and coordinated signing and recording of documents and payment of fees.• Developed and executed project management processes and procedures using Teamwork software. • Led the organization, migration, and maintenance of the firm’s digital asset local network filing system to Microsoft SharePoint cloud-based system.• Led the project architects in managing timelines of architectural projects.• Supported project planning, monitored progress, and provided updates to builders, clients, architects, and stakeholders. • Proactively identified gaps between the agreed basis of design and developing scope creep by monitoring Key Performance Indicators (KPIs) to mitigate those scope gaps.• Developed and managed an accountable design change decision-making and change management process that enabled timely design production and proactively informed the client of cost and schedule consequences for late decisions.• Work with Authorities Having Jurisdiction to establish the appropriate design package permit submittal review process ahead of the start of permitting.

BOOKKEEPING• Responsible for all financial transactions, monthly financial reporting, and general ledger entries, including accounts payable and receivable, AIA billing/invoicing, bill payments via ACH, credit card via online banking, and payroll.• Maintained accurate financial records in the general ledger and chart of accounts in accordance with Generally Accepted Accounting Principles.• Monthly reconciliation of bank and credit card statements.• Reviewed and approved supply requisitions, and vendor invoices, and prioritized payments following the cash disbursement schedules.• Tracked contract/purchase order costs by project to ensure vendor remains within contract budget and initiated change orders as requested.• Vendor set-up, obtaining W-9s, certificates of insurance, and vendor information.• Created purchase orders, processed vendor invoices/payment requisitions, and maintained accurate project financial records and payment/check processing requests for the company to ensure proper routing, approval, and successful completion.• Prepared financial reports, such as balance sheets, income, and cash flow statements.• Collaborated with external accountants during audits or tax filings.• Worked with Accounting and Financial Services partners related to 401K and employee benefits packages and coordinated with employees as they were eligible.

• Responsible for day-to-day office operations, including processing incoming and outgoing mail, greeting visitors, and ordering office supplies.• Maintained equipment (KIP, Printers, VOIP Phones) contracts, maintenance, cleaning, and repair needs.• Administrative support for the principal Architect and four project Architects, coordinated and scheduled meetings/reserved rooms, and calendar management.• Researched and converted to a more cost-effective 3CX VIOP telephone system and equipment for the firm. • Planned and organized “Lunch and Learn” luncheons for the firm to gain CEU credits.• HR-related tasks, such as onboarding new employees and maintaining employee records.

MARKETING• Maintained and updated the website and social media accounts with new content. Utilizing tools such as MailChimp, Buffer, Canva, and Adobe Creative Suite.• Created marketing materials (print ads, graphics, presentations, brochures, sales sheets, advertisements, etc.)• Developed process for visual aids and brand consistency across social media outlets, print, and digital production to meet deadlines.• Coordination and direction of video and photoshoots for completed projects.BUSINESS DEVELOPMENT• Developed and executed a new CRM system for leads and new business opportunities.• Developed and executed an automated new client onboarding/contract system, including preparing the initial quote with all applicable exhibits and signature approval/acceptance process.• Improved architectural services proposal to be more in line with AIA recommendations and have the ability to include interior design services. • Researched new prospects and recommended proposal strategies.• Prepared materials for client presentations and interviews.• Ensured that marketing materials were consistent with firmwide branding efforts.• Coordination and production of marketing and business development materials, including proposals, presentations, and brochures.• Worked with the principal architect and project teams to develop proposals and qualifications in response to RFPs and RFQs.

Built and maintained website for a Scholastic Books children's author of over 200 books. Created e-newsletters and blog posts. Set up social media and maintained automated posts from the blog. Redesigned website to incorporate unique branded illustrations.Created presentations for school author appearances.

*Oversaw all business management and the coordination of all activities, including the planning and implementation of a Main Stage season, with assistance from the Operations Manager and the Board, pertaining to Hendersonville Theatre.*Oversaw the promotion and marketing that includes annual direct mail appeals, press releases, and all necessary marketing materials and campaigns.*Provided direct supervision of theatre staff and volunteers in compliance with the latest Board approved policies. Worked to ensure that all personnel practices conform to best practices of federal, state, and local laws.*Worked with Finance Committee to develop annual operating and capital budgets.*Worked with Board to plan, organize, direct, and expand fundraising programs.*Wrote grants, maintained a grant writing database, and built and sustained relationships with current, new, and potential grant-giving organizations and individuals.*Administered fiscal responsibilities as outlined in current HT Policies and Procedures.*Maintained a visible leadership role in the community, presence in the larger theatre community and work closely with Board to fulfill and advance HT’s mission.*Worked with Board in strategic and long-range planning and organizational development.*Ensured that HT operated at the highest national levels of non-profit governance, fiscal prudence and programmatic/production excellence.

May 2017 - Sep 2022 · 5 yrs 5 mosMay 2017 - Sep 2022 · 5 yrs 5 mosArts and CultureArts and Culture*Created and implemented the annual marketing plan including social media, traffic monitoring, online ticket sales, email correspondence, newsletters, direct mail and other campaigns to build ticket sales, membership, donor and audience basis.*Created & maintained website*Participated in collecting, analyzing, and preparing summaries of surveys and patron feedback.*Participated in the creation and execution of marketing materials and campaigns, including MailChimp and Constant Contact.*Ensured that local and regional media had appropriate and timely press releases about theatre performances and activities, print and online social media.*Managed individual donor campaigns, including membership renewals and special appeals.*Managed the promotion and marketing that included managing the organizational membership database and portfolio of donors and prospects using ArtsPeople and NeonOne.*Box office set up and management of promotional codes in ArtsPeople

Providing web design and technical services for small businesses, home-based businesses, and non-profit organizations. Certified G Suite Administrator and Microsoft Enterprise Administrator.Marketing ServicesCreate brand awareness and an integrated message throughout all corporate marketing and communications. Provide project management, development of marketing/advertising campaigns, web site development, video streaming traffic growth, eBusiness strategy, and social media management.

Costume designer and assistant to the director during the workshop of the musical New Works Program: The Sparrow and the Whippoorwill (Musical)

Producer and costumer of an original musical revue.Marketing of show, press releases, photography.

Stage manager and assistant to the director for an original play being staged for the first time.Costume Design

*Managed design/development and content for over 300 co-branded credit cards web sites for Bank One/First USA Bank.*Managed creative direction for marketing clients using independent judgment to utilize limited production resources within the production team.*Managed technical and content production for assigned programs. *Maintained data integrity in production database of Marketing inputs and adapted to change when necessary.*Performed Post-Production Verification and QC for all web page launches.*Conversion of approximately 30 sites to the internal dynamic content management system in order to terminate the relationship with the vendor at a costs savings of approximately $50,000 per month in maintenance and development fees.*Developed and provided technical requirements for many internal web based tools for production.*Provided training and support for web design techs when new tools were implemented.

* Develop, launch, promote, and manage informational resource centers for direct-to-consumer insurance and financial products. Centers include syndicated content, video clips, calculator tools, and an archive of feature articles. Also responsible for a weekly insurance email newsletter. * Developed a partner-style guide website to assist partners in creating co-branded insurance centers for their sites. Insurance Centers on sites such as Mapquest.com, RealAge.com, OnMoney.com, MoveCentral.com, AutoWorld.com, and Healthaxis. * Maintain pages, including creating, coding, and uploading content as required. Propose, create, and implement new content features. * Implemented formal copy approval process with audit trail and change control log for all content on site maintaining quality control while reducing time to market.

* Developed, launched, promoted and managed six interactive Web sites for BD. Produced web based content and services, gaining experience in large-scale site development. Managed multiple projects on tight deadlines. Obtained optimal results from limited project budgets. * Researched, created, negotiated, and managed sponsorship, affiliate, and partnership programs with relevant on-line storefronts and companies such as Drugstore.com, PlanetRX, Amazon.com, Arthritis Foundation, and the American Diabetes Association. * Responsible for coordinating, cataloging, collecting and maintaining data for online product catalog, internal web publishing, and data for external online resellers as necessary. * Developed and maintained graphic archives and inventory. This includes all logos, logotypes, illustrations, screen shots and/or packaging photography as may be used for marketing programs.

* Coordinated the execution of marketing-related projects including timeline maintenance, expense recording, and trafficking. Marketing projects included: PR (press materials and events), advertising (consumer), point-of-sale materials, internal communication and education, co-op advertising, online (internet) and direct mail.* Liaison to agency for project management activities, information exchanges and coordination for materials such as film, samples, works for review, scheduling etc.* Worked with internal departments such as Creative Resources in the coordination and trafficking of projects.* Liaison to corporate and regional sales promotion groups to field and fill requests and distribute marketing information/materials such as logos and deal sheets.* Maintained archives of marketing materials within brand as necessary. Collected files from agency and provided to Creative Resources department for digital archiving.

Efficiently managed calendars for Executive Leaders for Global Health Care. Scheduled meetings, coordinated appointments, and proactively managed conflicts. Ensured timely reminders and preparation materials for related events.Provided administrative assistance to the Diabetes Healthcare team, including document preparation, PowerPoint presentations, filing, and other clerical tasks. Assist in organizing events, workshops, and training sessions related to Diabetes Health Care (DHC).Draft, edit, and disseminate DHC-related communications to internal and external audiences.Collaborate with the communications team to ensure consistent messaging.Coordinated travel arrangements for DHC team members and Executive Leaders as needed.

* Supervisor of eight customer service representatives.* Managed inventory and budgets for office supplies, textile goods, and machinery. * Responsible for entering and invoicing orders, accounts receivable, bank reconciliation, and database maintenance of approximately 5,000 accounts.* Developed marketing plans and advertising for both local and national ads in trade magazines. Including the yearly design and production of product catalog. * Planned, organized, and supervised booth at trade shows and followed up subsequent account development/management.

BookkeepingCustomer ServiceFloral DesignEvent PlanningVisual Merchandising

Family-owned autobody repair shop * Duties consisted of billing, bookkeeping, AP/AR, payroll, insurance, human resources, supervision of two administrative personnel, purchasing, and general all-around office organization.*Dispatch of towing services