Jeff Wille Email & Phone Number

Mckinney, Texas, United States

Professional Bookkeeper specialized in helping sole proprietors or single-member LLCs get their financials organized and be ready to file their tax return with very little preparation* Certified Pro-Advisor in Quickbooks Online* Excellent ability to compile and categorize several prior months of transactional data into QuickBooks Online in order to have clients caught up to the present day* Categorize and reconcile all transactions each month for bank, credit card, and investment accounts* Compile and record any necessary journal entries each month for other extraneous transactions* Consult with clients monthly on their results and their current financial position* Strategize with clients monthly on budgeting, forecasting, and debt management, and tracking* Monthly tracking of all necessary information needed at year-end and tax return filing date* Superior integrity with client followup and management for each project

Mckinney, Texas

Independent Music Teacher, specializing in private piano, guitar and ukulele instruction for all ages at my studio* Built and maintained a profitable small business for 10 years, with establishing a client base from 0 to 35 weekly private students, achieving annual gross revenue of $40,000; started business on my own with my education and previous employment experience * Consistently maintained and updated all monthly business transactions; personally compiled and filed yearly income tax return* Meticulously maintained all student information, set up all monthly invoicing and payments, and created and successfully enforced a comprehensive studio policy statement* Successfully maintained a consistent weekly lesson schedule while coordinating unique curriculums created for each private student * Stayed abreast of current events for independent music teachers; attended annual conferences each year for each instrument; networked with prominent teachers to share ideas and improve teaching methodology* Provided caring and personal customer service with each student family* Successfully planned and prepared all students for annual student performance events* Coordinated with an outside web developer to maintain website; created and composed all structure and content

Greater Minneapolis-St. Paul Area

Developed and analyzed management and compensation information on a monthly, quarterly and annual basis for distribution to the firm’s Management Committee. • Assisted in leading a team of support staff to analyze, compile and disseminate key attorney evaluation metrics to the Management Committee for the annual compensation review process. Successfully transitioned from previous executive director complex and voluminous information to guide and support the Management Committee through the reporting, calculations and overall process intricacies.• Managed the disbursement portion of the attorney compensation process during a condensed timeline. Accurately determined and maintained the complex calculations required for payment.• Commended for outstanding ability to handle and complete multiple simultaneous projects with accuracy and quickness at critical deadlines.• Provided design expertise for the development of management reporting and compensation systems in order to deliver information in a concise and flexible manner. Automated management reporting processes, resulting in significant time savings.• Served as the primary point of contact on technical and analytical support for the maintenance of management reporting and compensation systems. Assisted managers in resolving report issues.• Organized and prepared operating results for multiple management report and survey submissions throughout the year.

Hoffman Estates, Illinois

Supported over 60 school controllers along with corporate personnel in data reporting, financial modeling and technical systems issues.• Strengthened and improved forecasting and budgeting models by implementing Excel macro enhancements, reducing time spent by school controllers on data issues.• Verified data between financial reporting models and Cognos Finance to enable school and corporate personnel to report results with accuracy and integrity.• Completed conversion of Cognos reporting system structure for company move to PeopleSoft.

Schaumburg, Illinois

Consolidations and Budget Analyst (2001 – 2002)Compiled and analyzed consolidated financial data for 16 manufacturing plants in 7 subsidiary companies and corporate parent. Reconciled consolidated financials with parent company and assisted in compilation and validation of 2002 and 2001 operating plans.• Analyzed and developed period operating results. Distributed results to Executive Decision Team to enable them to make decisions for changes and improvements.• Designed a financial analysis workbook and various ad-hoc reports used by department managers for period-end reporting and analysis.Financial Analyst (2000 – 2001) Compiled and analyzed financial data for 3 manufacturing plants and corporate parent. Performed a variety of financial reporting and analysis projects, including facilitating period-end close for accounting personnel.• Resolved finance technology and reporting issues with information systems personnel.• Reconciled promotion and allowance costs for sales administration department.

Chicago, Illinois

Performed multi-state sales and use tax compliance and consulting, along with audit defense, training, and Illinois unclaimed property compliance.• Assisted in re-engineering of sales tax department of multi-billion dollar firm.• Performed self-audit reviews of all accounts payable processing functions for sales and use tax consequences.• Advised clients on use tax implications for firm-wide capital purchases.• Developed and instructed sales and use tax training programs for accounts payable personnel.• Prepared and reviewed multi-state sales and use tax returns.• Performed multi-state sales and use tax audit defense resulting in reduced liability for clients.• Prepared Illinois unclaimed property returns.

Des Plaines, Illinois

Performed research and investigation for insurance defense litigation.• Formulated multiple case briefs for attorneys.• Investigated and filed civil court cases.

Bsba, Accounting

Graduated with Honors

Certificate, Lawyer'S Assistant Program

Graduated with Honors