Lindsay Kline Email & Phone Number

Consultant for Bookkeepers and Bookkeeping FirmsI specialize in helping bookkeepers and bookkeeping firms establish and grow their businesses. My services include setting up firms from the ground up, creating efficient systems and processes, and developing workflows that streamline operations. I assist in hiring the right talent, scaling the business for growth, and implementing effective sales strategies. Additionally, I provide guidance on preparing and positioning firms for sale, ensuring a smooth and profitable transition.Matchmaking for Bookkeepers and the Businesses that need them: You need an outsourced bookkeeping solution – but which one should you choose? There are thousands of solutions to choose from, but which will be the right fit? Don’t become one of many business owners who came to regret their choice due to theft, poor customer service, or hiring someone who simply didn’t know what they were doing! How it works: We vet out bookkeepers all over the world, asking them a series of questions regarding their experience, qualifications, team, size, succession, client demographics, cyber security protocols, client references, and so much more. We interview each bookkeeping professional and, if they pass our qualifications requirements, they are placed in our network of bookkeepers. When someone comes to us with a need for an outsourced bookkeeping solution, we ask a series of questions to determine the scope and nature of the needs of your organization. Then, we match those needs up to the bookkeepers in our network that most closely align with your needs. Best of all, it costs you NOTHING – we receive a finders fee from the bookkeeping professional, so there is no risk to you to give us a try and allow us to help match you up to the best fit for your organization so you can focus on other things.

A place for bookkeepers that are located in the Dallas Fort Worth area to network, share ideas, discuss best practices, and provide resources.

A podcast that helps business owners navigate the world of business, tax and bookkeeping.

Plano, Texas, Us

Sakline provides honest accurate bookkeeping performed on time. Services include: Transaction entry and coding.General ledger review to ensure accuracy.Accounts receivable, including customer invoicing and collections.Accounts payable, including vendor bill coding and payment.Payroll using Gusto, including all applicable federal, state, and local payroll taxes.Sales and Use Tax returnsAccount reconciliations, including bank, credit card, and loan accounts.Financial Statements, including income statement, balance sheet, and cash flow statement.Month-End and Year-End Closing1099 forms, including e-filing and mailing.

Flower Mound, Texas, Us

-Manage and monitor all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements as well as the requirements of private contributions, loans, and government contracts.-Maintain internal control safeguards for the receipt of revenue, costs and both team and organizational budgets and actual expenditures.-In conjunction with the CFO, establish financial and operating benchmarks, budgets, program monitoring, and reporting standards on a bi-weekly, monthly, and annual basis.-Implement consistent accounting policies, practices, and procedures across all programs, upholding federal, state, and local legal standards by remaining knowledgeable about existing, new, and future legislation.-Develop and enforce internal controls to maximize protection of company assets, policies, procedures, and workflow.-Oversee and support accounting team with dynamic leadership that creates an environment of trust and productivity-Identify and develop relationships with potential investors and strategic partners. -Participate in negotiations for new investments dealing with partnership arrangements and financing arrangements.

New York, New York, Us

• Managed the company’s $10M+ annual accounting infrastructure including 5 companies, 4 countries, 3 currencies, and numerous staff members. • Assisted subordinates in processing AP/AR, entering invoices, obtaining approvals, collections, sales rep commissions, entering inventory, and reconciling vendor, bank, and credit card statements.• Diligently collaborated with staff and negotiated with vendors to cut waste in every department. Worked with warehouse staff to bring customer chargeback & EDI costs down by 85%. Negotiated 28% decrease in credit card processing fees. Reduced 90-day receivables by 99%. • Compiled both individual & consolidated balances sheets and financial statements. Provided financial analysis and budget variance reports.• Compiled and filed quarterly and monthly Value Added Tax (VAT) returns and EC Sales Lists for the European divisions in Portugal and the United Kingdom (UK). Filed annual 363(a) return in the United Kingdom. • Performed monthly & annual internal audits. Completed monthly, quarterly & year-end closing. • Interviewed, hired and managed all accounting staff members. • Analyzed inventory cost and item profit margins. Assisted in setting product pricing.• Created all preliminary annual budgets. Assisted department managers in finalizing department budgets. • Implemented new inventory procedures to improve accuracy & efficiency of $2M+ inventory. Maintained fixed assets, depreciation and supporting schedules. • Created and filed annual sales tax returns and personal property tax renditions.• Assisted CPA in filing franchise & income tax returns. Checked for accuracy before filing. • Handled all aspects of cash flow. Sent frequent international wires to foreign vendors. • Project manager to research and consult on the purchase of ERP software. Performed thorough analysis of software needs for every department. Viewed demos of Epicor, Microsoft, Sage, SAP, and Syspro ERP systems to find best fit.

Plano, Texas, Us

• Controlled all aspects of cash flow management for a 3.5 million dollar company. Constantly kept a close eye on daily bank and credit balances and made bank transfers when necessary. • Trained and managed two to three accounting employees who aided in clerical & accounting functions such as billing, deposits, collections, accounts payable, employee recruitment and benefits administration.• Reconciled numerous monthly bank, loan and credit card statements.• Utilized QuickBooks to process bi-weekly payroll for 40+ employees including hourly, independent contractors, non-exempt and exempt salaries. Filed/paid 941 & 940 taxes through the EFTPS web site, federal and state unemployment taxes. Processed and sent W2 & 1099 tax forms.• Implemented numerous HR projects such as updating the employee manual, writing job descriptions for each position within the company and restructuring vacation tracking. • Account manager for all benefits including 401k, health, dental and vision insurance. Negotiated new rates, enrolled/canceled employee benefits, organized open enrollment and scheduled employee benefit education meetings.

• Processed AP/AR including coding, entering invoices, obtaining approvals, reconciling vendor statements, responding to inquiries and following up on past due receivables.• Filed sales tax returns with Texas State Comptroller’s office.• Reconciled all credit card and bank statements.• Implemented new inventory procedures in order to improve inventory control.

Bachelor Of Business Administration - Bba, Accounting

Associate Of Arts - Aa, Business