Lisa Root Email and Phone Number

Full Service Bookkeeping - Accounts Payable and Receivable, Bank Reconciliation, Bookkeeping Services, Business Planning & Analysis, Computer Training, Financial Statements, Journal Entries, Monthly and End of Year Compilations, Notary Services, Payroll Liability Reporting, Payroll Processing, Sales Tax Reporting, Spreadsheet Design, Streamline Processes, Tax Preparation, Temporary Service

Manage client accounts including business consultation, set-up books, record financial transactions, journal entries, bank reconciliations, financial statements, spreadsheets, and payroll, payroll liabilities, and tax preparation.

Responsible for processing Medicare, insurance and patient billing; Managed accounts receivable, and collections. Prepared presentations for quarterly board meetings, end of year reporting and annual budgeting.

Responsible for $8.7M accounts payable including tower rents, utilities, property tax, and reconciling accounts. Managed the planning and organization of job fair and company retreats. Assisted Controller with payroll and HR functions.

Dispatched service calls, responsible for billing, accounts receivables, accounts payable, bank reconciliation, payroll, tax, and preparation of accounts reports.

Maintained forecast and sales database for catalog planning. Prepared charts and graphs for advertising, sales trends, and gross profit for future media planning. Reported sales trends, forecasting, and turnover strategies by planning inventory and merchandise flow to ensure timely planning and order of proper quantities to retail stores. Established close relationships with overseas factories while managing logistics.