Laurie O'Neil Email and Phone Number
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Prior to Innovative Financial Services, LLC Laurie had a diverse career from working in a CPA firm, to Operations Manager of a 88,000 square foot facility, to Controller of recruiting firm. Laurie has over twenty years of accounting experience with small and medium size businesses. Having worked with a wide variety of clients, including medical centers, contractors, non-profits and information technology companies, Laurie understands how to work effectively with businesses that have different resources, different structures and different missions. Specialties: - #1 Advanced Certified QuickBooks Advisor in Hartford CT, Certified QuickBooks Online, QuickBooks Enterprise and QuickBooks Point of Sale. Specializing in QuickBooks clean up projects,training, file merger and integration, bookkeeping support to bookkeepers and bookkeeping solutions. Member of Intuit Accountant Trainer/Writer Network.Real Estate, Attorneys, Contractors, Landscapers, Non-Profits, Professional Services- QuickBooks, Peachtree, MYOB, PC Law, Intuit Master Builder
Innovative Financial Services, Llc
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OwnerInnovative Financial Services, Llc Jan 2001 - PresentInnovative Financial Services LLC is Hartford, CT's top leading team of QuickBooks experts, focusing on providing Bookkeeping Services, Training, Set-up & Implementation, File Mergers/File Condensing and Consulting Services. Our company specializes in providing value packaged Bookkeeping Services / Remote Accounting, QuickBooks software support, Training and General business consultation. Everyday our team of accounting professionals strive to understand the challenges facing our clients and respond by providing efficient bookkeeping services by implementing strategic technological and organizational solutions. Our firm's bookkeeping services address the needs of so many business owners who do not have qualified accounting or bookkeeping staff members. Many of these business owners are finding their in-house bookkeeping staff is not properly trained in QuickBooks or has a lack of knowledge when it comes to bookkeeping. Therefore often not getting the financial expertise to make better business decisions, take advantage of new tax laws or maximize profits.
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Vice PresidentThe Bookkeeper'S Referral Network, Inc Oct 2007 - Mar 2008Provided educational workshops and lectures on current financial and operational challenges facing small business to other freelance accountants and bookkeepers nationally. As an author, she frequently published business articles as well as wrote the weekly eZine, “The Bookkeeper’s Success Connection”. This popular online publication provided useful, practical tips on how to grow your bookkeeping practice and add value to your clients. Individual and group coaching sessions were offered to our members as well as a support forum regarding practice management issues. The Bookkeeper’s Referral Network was a place where business owners could find good bookkeepers.
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ControllerJ. Morrissey & Company, Inc Sep 1999 - Jun 2002Hands on controller responsible for all facets of accounting. Very detailed oriented with extreme time management skills. Responsible for creating the month end financial statements, as well as detailed budget comparison statements. Created both short and long term business plans, financial forecasts for four divisions plus consolidation. Provide and manage daily cash flow analysis through daily bank reconciliation. Maintain and create all invoicing and collection of receivables. Review, classify and input all Account Payables. Responsible for ADP payroll for 120 employees and manage 16 commission statements for recruiters. Review and refine Human Resources policies, company compensation and incentive programs. Perform in depth marketing research on potential clients.
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Operations ManagerConnecticut Expo Center Jan 1998 - Aug 1999Opened new business, managing a 100,000 square foot facility. Developed and implemented policies, brochures, event schedules, and forms within the building. Co-ordinated and supervised all events. Delegated duties to all subcontractors for event planning. Responsible for implementing all audit trails and procedures. Quick Books Pro used to track revenues collected, and created customised revenue statement with budget analysis. Create budgets and provide cash flow analysis. Maintain and create all invoicing and collection of receivables. Review and classify all account payables. Review and adjust all financial statements (for Expo Center, Parking, and Food Provider) if needed to reflect actual. Duties also include sales calls to book business, review and preparation of all contracts and booking notices to all subcontractors.
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AccountantLaz/Karp Associates Apr 1995 - Jan 1998Responsibilities include creating 30 detailed financial statements for $30 million property management company, including specific analysis for each location with supporting documentation (bank reconciliation, accounts payable and accounts receivable), rent overage calculations, sales tax returns, maintaining of cash flow and detailed account analysis. Specific duties include, but are not limited to, maintenance of accounts receivable for 500-plus billings, invoice creation and collection, audit of accounts payable invoice to ensure correct invoice classification, month-end closing, accounts payable, accounts receivable, and general ledger. Past duties have included payroll preparation for 30 employees. Promoted to Operations Manager at Connecticut Expo Center.
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Mario Gioco, CpaCpa Firm Jan 1994 - Feb 1995Conducted and prepared cash analysis, depreciation, payroll and corporate and individual tax returns. Prepared financial statements for 30 clients, managerial quarterly and year end reports, incorporation and employer identification documentation and papers, state and federal quarterly tax returns (including preparation of 1099s and W-2s), and sales tax reports. Responsible for training new employees.
Laurie O'Neil Skills
Laurie O'Neil Education Details
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Central Connecticut State UniversityAccounting -
Rockville High School
Frequently Asked Questions about Laurie O'Neil
What company does Laurie O'Neil work for?
Laurie O'Neil works for Innovative Financial Services, Llc
What is Laurie O'Neil's role at the current company?
Laurie O'Neil's current role is Owner at Innovative Financial Services, LLC and Top 100 QuickBooks ProAdvisor.
What is Laurie O'Neil's email address?
Laurie O'Neil's email address is la****@****ces.com
What is Laurie O'Neil's direct phone number?
Laurie O'Neil's direct phone number is +186024*****
What schools did Laurie O'Neil attend?
Laurie O'Neil attended Central Connecticut State University, Rockville High School.
What are some of Laurie O'Neil's interests?
Laurie O'Neil has interest in Professional Networking, Riding My Harley Cross Country, Beta Test Product Development, International Traveling.
What skills is Laurie O'Neil known for?
Laurie O'Neil has skills like Quickbooks, Payroll, Accounts Payable, Bookkeeping, Financial Statements, Small Business, Accounts Receivable, Accounting, General Ledger, Account Reconciliation, Peachtree, Budgets.
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