Kathy B. Email & Phone Number

Austin, Texas, United States

Tax & Accounting Content Research tools made easy & efficient. Professional development for the accounting, audit and tax professional. Everything a strong CPA firm needs to streamline Tax and Audit research. Fast, easy and efficient tools! CCH AnswerConnect is the answer!

Legisway SaaS Software provides a legal management solution for corporate legal departments. We help them work more efficiently and reduce risk by having everything related to legal in a single repository. No more missed deadlines, no more excel shared files! Please ask me how we can help your organization!

Las Colinas, Texas

SaaS Software sales B2B. Sales partnering with CPAs and other Tax Professionals in the North Los Angeles area, tax preparation SaaS software sales allowing firms to improve efficiency, streamline processes save money while protecting clients personal data. 111-150% YTD Sales results

Dallas/Fort Worth Area

Office manager in charge of bookkeeping, legal accounts, HR (hiring, firing, policies, insurance, benefits, tax filings, IRS, TWC, etc), Marketing, Purchasing, Collecting & application of mortgage payments, all administrative work related to running Shenandoah Water Company, and various other projects as needed.

Dallas/Fort Worth Area

Accounting, Advertising Market Analysis, Finance & Bookkeeping MediationSales and Marketing - B2B * Growing small/median businesses * Internet Advertising * Improving ROI * Social Networking * Sales Leadership & Motivation * Identify Solutions * Process Improvements * Media Cost Reduction * Improving Bottom Line ResultsBondConsultingGroup@gmail.com

Dallas/Fort Worth Area

Manage over 100 large advertisers advertising investments with SuperMedia. Develop strong partnerships to maximize portfolio and clients performance. Manage and grow a portfolio of approximately 135 key accounts valued at over $ 2.3 million annually. Build strong, effective consultative relationships with clients and potential clients. On-going knowledge of clients short and long term business goals enabling me to determine marketing needs and develop specific advertising programs that will help them achieve their business goals. Creating and presenting marketing solutions that offer a strong ROI for current and prospective clients.

Dallas-Fort Worth Metroplex

Manage sales team, media consultants sales representatives responsible over $6.2 million in sales revenue for two Texas sales divisions. Develop media consultants to grow and nurture business relationships with clients;Responsible for achieving sales targets for print, direct mail, and electronic on-line products. Hire, lead, manage, coach, and develop a staff sales consultants to achieve company goals by building media consultants sales skills, following the sales call process, and using company tools resources to maximize sales. Develop, track, and analyze marketing programs including: usage of clients incentives to maximize the advertising dollar and, barters with area hotels/motels, barters with area restaurants, newspapers, and area chamber of commerce's, etc that may increase usage, possession, and the customers experience (quality of the leads). Manage other areas within SM role such as: consistent sales results, maintaining productivity levels, coaching, constant improvements, sales schedule graph, special projects, budgets, commission rates to drive results, contests, chamber membership meetings/events, manage directory results, etc.

Manage a hybrid team of outside and telephone credit sales representatives handling over responsible for over $7.5 million sales revenue for two Texas divisions who handle in excess of 50 million in sales revenue. Responsible for partnering with client to bring their account to an appropriate credit standing for continued advertising by working with our credit & collections team to establish a payment plan or collecting advanced payments. Responsible for achieving sales targets for both print and electronic on-line productsHire, manage, coach, and develop a staff of telephone and premise sales representatives. Develop Excel spreadsheets to track and monitor reps, canvass results, Develop, track, and analyze all credit accounts for media consultants.Work with General Sales Managers, Area Vice President, Compliance, and Director of Credit and Collections to ensure sales and credit policies, as well as divisional practices are adhered to by all sales staff.Manage other areas within DSM role such as: Checkpoint meetings, acting GSM, special projects, maintaining productivity levels, review canvass plans, incentive rate developments, etc.

Responsible for managing and growing our print and on-line customers. Responsible for achieving and maintaining sales targets for both print and electronic products. Creating and presenting marketing solutions that offer a strong ROI for current and prospective customers. Manage and grow key accounts, ensuring 100% customer satisfaction.Acting DSM, Sales mentor, dialer improvements, Metroplex re-scope team, increase sales projectAveraged over 100% YTD budget on print, and over 125% on our electronic products

System Analysis & Programming (I.T.; Project management Lead with focus on Credit, Collections and Billing, budget/headcount responsibility, reporting, and ensuring a positive and supportive work environment. promoting high productivity and adherence to H.R. policies and procedures.Successfully received funding for process improvement and technology enhancement recommendations made for the Credit, Collections, Billing and Customer Service Departments. (Reducing expenses in excess of $10 Million).Successfully received funding for the Customer Credit Department automated credit model (net savings $514.5 Million). Effectively led billing fallout reduction team - chartered to reduce billing fallout by $84 Million dollars annually. Successfully received funding approval for new Collection, Billing and Accounts Receivable system ($18 Million).

Collections, Recovery and Legal Accounts, Cash Applications, Collection Support, and Telco billing adjustments for advertising, executive complaints, and special projects. Tasks included hiring, firing, training and motivating team.Managed and audited collection performance with outsourcing agencies and attorneys to ensure maximum collection results while maintaining valued customers, Managed Local ($200 Million annually) and National Cash Applications ($400 Million), Managed, streamlined, and automated a majority of tasks performed by the Collection Support Department enabling a headcount reduction of 70%, Developed and managed Telco union in-sourcing project transferring work from Verizon Telco Customer Billing to Verizon Information Services non-union environment thereby reducing expenses by $450K annually. Treasury Analysis, Lead on Billing Project, Supervisor -Collection Support; Supervised Credit and Collections Department to improve processes, remove bottlenecks, streamline tasks, and reduce expenses. Departmental responsibilities included; account write-offs, billing adjustments/transfers, customer correspondence, return mail, lega & bankrupt accounts, and special projects with Telco. Treasury analyst responsible for preparing monthly cash books. Monitored, analyzed and reported all GTE cash deposits into general ledger system. Created monthly and annual reports. Successfully implemented new Billing and A/R system. Worked in a fast-paced cross-functional team environment to build new customized billing, collections and accounts receivable system.

Assistant Controller; Hyatt Hotels, Double Tree Hotels, all areas within the controllers shop such as: A/R, A/P, Treasury, Payroll, Journal entries, etc. Managed: Night Auditors, F&B staff and cashiers, monthly inventory and regular Manager on duty responsibilities.

Bba, Business Adminstration, 4.1

Activities and Societies: Delta Mu Delta Honor SocietyBusiness administration degree and graduated with honors.

Texas Real Estate License, Real Estate

Certification, Project Management - It Focus Project Management

Activities and Societies: Project ManagementIT Project Managment Program