Juli Walsh Email & Phone Number

Queen Creek, Arizona, United States

Agriscaping's mission is to improve local food access & sustainability by transforming landscapes into elegant, edible food gardens easily managed with the help of online tools, education, and professional support.• Create and manage students in Kartra• Create marketing material and sequences for events with Canva• Create weekly national newsletters and weekly local newsletters in of Kartra• Create social media content• Manage clients and project workflow inside of JobNimbus• Manage tasks and scheduling inside of Asana• Create systems and documents for compliance• Work with students to get certified in Agriscaping training program• Correspondence with current and potential clients and students

Vancouver, Washington, United States

Reiki Master, Energy Healer, Crystal, and Chakra Specialist.

San Francisco Bay Area

Creating unique one of a kind jewelry designs that show personality. Appearing at events from Arizona to California. Teaching classes on jewelry design. Custom made pieces to fit your wardrobe. Re-purposing your old jewelry into something new and fresh.

Mesa, Az

• Created marketing materials such as brochures, flyers, advertisements, direct mailings and magazines• Maintained Facebook and Twitter pages• Managed the tracking and progress of marketing materials• Wrote and distributed blogs and newsletters• Prepared and reviewed estate planning documents• Managed the phones, scheduling and other necessary administrative needs• Prepared systems and manuals for the administrative position• Maintained the website that was created through WordPress.org• Contacted Assisted Living Homes to contract placement of our clients, prepared a webpage for each home with a signed contract including information about the home, pictures, and created collaborative maps through google maps while maintain the database through Insightly• Prepared presentations for the owner to give which included event planning, tracking guests, and the necessary follow up to convert them into clients• Prepared applications for Medicare and VA Aid and Attendance as needed• Tracked annuity clients and kept them up to date on their necessary paperwork

San Rafael, Ca

• Maintained the bookkeeping, updated training materials, created board meeting documents and minutes• Created bi-weekly newsletters, training schedules, and held training sessions for new interns• Core communicator liaison between the Director, Board Members, Core Staff, interns, Supervisors and Trainers• Organized and planned fundraising events, graduation ceremonies, professional development seminars and more• Met with interns to review each client chart was accurately completed per law (on a quarterly basis)• Created graphs, flow charts, annual reports, power points, poster boards and other items required by the agency• Helped design and managed a client database to track notes, billings, demographics and interns• Medical billing to insurance companies as well as tracked payments to from uninsured clients• Created invoices for clients who paid out of pocket• Reconciled all cash collected by interns per client and made weekly deposit runs• Assigned and oversaw tasks to each intern and worked closely with them when they needed assistance• Worked closely with the web developer and IT manager • HIPPA compliance certified and kept office according to the law

Richmond, Ca

• Managed projects for bathroom and kitchen remodels • Communicated with clients, general contractors, and the in-house team to assure a smooth project• Assisted with bid reconciliations• Oversaw contractors throughout the bid, demolition, and installation process• Worked closely with the designers and CAD drawings to troubleshoot state law compliance• Scheduled the time frame of the complete construction process and tracked progress to stay on time• Scheduled subcontractors such as countertop, glass and mirror installations in the proper time frame• Prepared and submitted for permits, inspections and sign offs• Prepared documentation for designers, customers, and contractors as well as tracking and scanning paper files• Created systems for an easy workflow coordination with all teams, created and implemented an Insightly database • Managed invoicing and payments received from clients, contractors and subcontractors • Attended bi-weekly site visits to assure the projects where running smoothly and on time• Assisted in HR responsibilities including the hiring and firing of employees• Created ad’s for magazines and newspapers• Coordinated events at Home Shows including booth displays, banners, brochures and scheduling

Sausalito, Ca

Designing the windows and displays in the store. Designing and maintaining the website. Creating Marketing Campaigns.

• Created Living Trusts, LLCs, INCs, Partnerships and other Estate Planning documents• Organized training programs and created systems for employees• Network Guru; belonged to groups such as eWomen Network, ASBA, and local chambers• Held presentations and teleseminars on how to create a business plan, create an entity, and company paperwork• Managed six employees, organized weekly meetings and motivational contests• Created an easy online system for annual minutes and monthly resolutions for our small business clientele• Collaborated with small business owners to create a community to refer each other business• Managed the bookkeeping, IT, website, advertising, other marketing materials• Created a program for Independent Contractors to use our programs to sell to their clients

We save companies time and provide them with security. Our company is dedicated to educate and help protect small business owners by keeping their business on track with accurately prepared company paperwork so owners can focus in their business.

Mesa, Arizona

Steven W. Allen, P.C. has practice Estate Planning for over 30 years. I prepare legal documents including trusts and corporation set-ups. I am also the office manager for Steven W. Allen, P.C. as well as run my company - Just A Minute, LLC.