Provides routine outsourced accounting services, training, and support to clients utilizing Unanet A/E, Deltek Ajera, and Quickbooks Accounting Software to include AR & AP Functions, Bank and Credit Card Reconciliations, Invoicing, Payroll Processing on various platforms. Partner with clients to analyze processes and develop solutions to complete tasks more efficiently and effectively.

Managed project accounting for all active projects for an MEP Engineering and Design firm which included identifying project phases and fees in compliance with client and subcontractor agreements to complete project set-up, invoiced based on various fee structures, engaged with clients in collection efforts, applied payments against corresponding invoices, review and process subcontractor invoices against appropriate contracts and phases, coded financial transactions to ensure accurate reporting, regularly audited project records. Ensured personnel, business, and subcontract business licenses and certificates were current. Daily use of QuickBooks until transition to Unanet in 2020 and regular use of AIA Contracts and Tungsten Network Portal.

Monitored government purchase contracts utilizing three-point matching to ensure completion of every order, invoiced customers in accordance of contract terms, processed payments in form of check, electronic funds transfers, and credit card, reconciled credit card accounts, identified and researched client or credit card discrepancies, maintained sales licenses by state, reported sales and use tax to multiple states. Daily use of QuickBooks and regular use of WAWF.

Acted as a liaison between owner, clients, vendors, and sub-contractors to coordinate schedules and deliveries, tracked ongoing business expenses and project-specific costs. Performed accounting functions to include bank reconciliations, client invoicing and payments, accounts payable, process weekly payroll, and tax obligations. Maintained pertinent employee records. Tracked inventory, ordered supplies as needed. Daily use of QuickBooks.