Jan Lockie, Accounting Professional

Jan Lockie, Accounting Professional Email and Phone Number

Full Service Bookkeeper and Strategist @ ROI Genius
San Rafael, CA, US
Jan Lockie, Accounting Professional's Location
San Rafael, California, United States, United States
Jan Lockie, Accounting Professional's Contact Details

Jan Lockie, Accounting Professional work email

Jan Lockie, Accounting Professional personal email

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Jan Lockie, Accounting Professional phone numbers

About Jan Lockie, Accounting Professional

Jan Lockie and Your Adding Advantage provides a wide array of accounting and small business management services. Specializing in professional service businesses, Jan has experience working with architects, advertising agencies, and consultants as well as a variety of other businesses. Services include: System Evaluation, Set-Up and Training, Cash Flow and Budgeting Analysis, ongoing Bookkeeping, Year End Wrap Up and File Preparation for Tax Preparers, Payroll and Employee Relations. As one of its many services, Your Adding Advantage offers clients 24/7 access to their financial information through a secure private file sharing portal. Jan started her professional career in the advertising business in San Francisco. After 15 years in the agency business, she worked with various companies in marketing, inventory management and event management. Jan brings this experience and perspective to you in her role as your trusted advisor. Jan completed the 66 hour H & R Block Basic Tax Preparation Course and then spent several years working part time at a local tax firm to hone those skills. This experience enables her to interface more effectively with her clients’ tax preparers.Jan offers prospective clients an introductory phone conversation and a one hour face to face consultation at no charge. She is committed to accomplishing her clients’ goals as efficiently as possible but she is also a firm believer in the long term value of doing it right the first time. Everyone sleeps better and less time is spent going back – leaving more time for going forward.

Jan Lockie, Accounting Professional's Current Company Details
ROI Genius

Roi Genius

View
Full Service Bookkeeper and Strategist
San Rafael, CA, US
Website:
roigenius.com
Employees:
2
Jan Lockie, Accounting Professional Work Experience Details
  • Roi Genius
    Full Service Bookkeeper And Strategist
    Roi Genius
    San Rafael, Ca, Us
  • Your Adding Advantage
    Bookkeeper And Strategic Advisor For Small Businesses And Individuals
    Your Adding Advantage 2003 - Present
    San Francisco Bay Area
  • Wade Design Architects
    Bookkeeper/Trusted Advisor
    Wade Design Architects 2011 - Present
    Sf Bay Area
    Growing Architectural Firm: facilitated set up of financial systems including implementation of payroll, registering with EDD and IRS and creation of an employee handbook. Set up web-based timekeeping system used for invoicing. Manage monthly client invoicing process. Interface with CPA for annual tax preparation. Created customized project budget tracking tool using QuickBooks data mining software and Crystal Reports providing updated information anytime in real time.
  • Roi Genius
    Full Service Bookkeeper & Strategist
    Roi Genius 2012 - Present
    Sf Bay Area
    Set up books for this company created and managed by two “serial entrepreneurs” who developand market unique business solution tools. Manage client invoicing and general bookkeeping.
  • Alternative Spaces
    Full Service Bookkeeper & Strategist
    Alternative Spaces 2012 - Present
    Sf Bay Area
    Set up books for this company created and managed by two “serial entrepreneurs” who developand market unique business solution tools. Manage client invoicing and general bookkeeping.
  • Dan Sapp Inc.
    Bookkeeper / Advisor
    Dan Sapp Inc. 2004 - Present
    Sf Bay Area
    Manage A/R, A/P, client invoicing, merchant services, reconciling bank, vendor and credit card accounts, administering payroll and filing payroll returns.
  • Star Academy - San Rafael
    Bookkeeping Advisor / Interim Business Manager
    Star Academy - San Rafael Mar 2016 - Jan 2018
    San Rafael, Ca
    Provided advisory services on advanced bookkeeping functions. Served as Interim Business Manager for 12 months. Managed payroll and benefits, tuition management system, insurance renewals and day to day school financial operations.
  • Resin Advertising
    Bookkeeper/Trusted Advisor
    Resin Advertising Apr 2012 - Nov 2016
    Sf Bay Area
    Advertising Agency operating virtually. Facilitated startup of business including SF business registration, LLC formation, organization structure and financial system setup. Manage all finance functions from CFO to daily operations including forecasting and the development of a custom job costing tool.
  • Mud Worldwide
    Financial Controller
    Mud Worldwide Dec 2006 - Jun 2012
    Sf Bay Area
    Responsible for Cash Flow Management, Forecasting, Payroll and HR as well as day to day bookkeeping functions.
  • Gme Systems Tax And Bookkeeping Firm
    Tax Prep Assistant/Bookkeeper
    Gme Systems Tax And Bookkeeping Firm 2006 - 2012
    Sf Bay Area
    Part time employee. Responsibilities included organizing & reviewing tax working papers, entering information into Lacerte, researching tax regulations on a variety of issues for federal, state and local jurisdictions, bookkeeping for a variety of businesses, and creating systems and templates for efficient bookkeeping processes.

Jan Lockie, Accounting Professional Skills

Tax Preparation Accounting Financial Reporting Quickbooks Accounts Payable Account Reconciliation Bookkeeping Administration Human Resources Expense Reporting Timekeeping Cash Flow Management Budget Development And Tracking Year End Wrap Up And Review Job Costing

Jan Lockie, Accounting Professional Education Details

Frequently Asked Questions about Jan Lockie, Accounting Professional

What company does Jan Lockie, Accounting Professional work for?

Jan Lockie, Accounting Professional works for Roi Genius

What is Jan Lockie, Accounting Professional's role at the current company?

Jan Lockie, Accounting Professional's current role is Full Service Bookkeeper and Strategist.

What is Jan Lockie, Accounting Professional's email address?

Jan Lockie, Accounting Professional's email address is jl****@****inc.com

What is Jan Lockie, Accounting Professional's direct phone number?

Jan Lockie, Accounting Professional's direct phone number is +141571*****

What schools did Jan Lockie, Accounting Professional attend?

Jan Lockie, Accounting Professional attended University Of Oregon, San Francisco State University.

What skills is Jan Lockie, Accounting Professional known for?

Jan Lockie, Accounting Professional has skills like Tax Preparation, Accounting, Financial Reporting, Quickbooks, Accounts Payable, Account Reconciliation, Bookkeeping, Administration, Human Resources, Expense Reporting, Timekeeping, Cash Flow Management.

Who are Jan Lockie, Accounting Professional's colleagues?

Jan Lockie, Accounting Professional's colleagues are Robin Turner, Andrew Cramer, Robin T..

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