Michael D. Email & Phone Number

Minneapolis, Mn, Us

Hopkins, Mn, Us

Supporting companies through sales and workflow consulting to lower costs, reallocate labor, and maximize revenue!

• Consult on business operations and financial procedures• Manage bookkeeping, financial accounting, and audit compliance• Prepare financial statements and consult on reporting requirements• Process payroll, accounts payable, accounts receivable• Prepare budgets and forecasts• Grant writing and non-profit consulting

Paso Robles, California, Us

Tempe, Arizona, Us

- Address and resolved QBO-related accounting issues- Formulate action plans for intensive catch-up and clean-up projects- Conduct regular monthly and quarterly financial closes and reviews- Oversee categorization, job costing, reconciliation, POS system setup, and QBO integration setup- Conduct meetings to address queries, collect data, and elucidate financial information

San Francisco, California, Us

- Managed the accounts and financial reporting for clients in the clean energy and carbon reductionindustries- Oversaw bookkeeping processes for clients and managing team members to complete AP, Payroll, and Reconciliations for clients- Facilitated communications between clients and other service departments to onboard new clients and cross sell tech stacks and services including, but not limited to accounting, human resources, and tax services- Assisted clients with day to day accounting operations and providing accounting research and feedbackClient ProjectsCarbon Direct- Completed tasks to help ensure the company's books were accurate and up to date by reviewing issues with AP, Payroll, and Audit compliance- Assisted with preparing the company for GAAP compliance- Managed AP and payment processing- Drafted month end financial statements- Provided guidance to client on bookkeeping and processing efficiencies- Performed month end GL reconciliations and transaction matching

• Manage the financial processing for multi-entity clients• Provide training and guidance to senior accounting staff and new hires• Develop accounting procedures and processing recommendations for high-end client group• Review of month end financial statements and producing management reports• Manage and instruct outsourced bookkeeping teams in Pakistan and The Philippines• Monitor workflows and identify internal operating deficiencies and issues with workflow

• Managed accounts and provided financial oversight for full-service bookkeeping and financial statement reviews for over 30 clients and entities• Oversaw the processing and transactional entry work performed by interns and service team• Assisted with training and process implementation for company while in its start-up and acquisition phases• Provided feedback and consultation on workflow processes and infrastructure• Collaborate with clients to find best practice solutions for their accounting and operational needs by suggesting software and procedural implementations

Austin, Texas, Us

- Provide Quickbooks support and software implementation for clients- Process bookkeeping services such as AP/AR, account reconciliation, and payroll- Consult with clients regarding accounting and bookkeeping needs

- Prepare bank reconciliations and financial statements for grocery store and coop clients- Analyze and reconcile general ledger accounts- Organize tax data for income tax and sales tax- Communicate performance metrics to clients

Us

- Identify client issues concerning generally accepted accounting principles (FASB / SFAS), specifically related to the manufacturing and distribution industry.- Complete account reconciliations, such as bank reconciliations, accounts receivable, accounts payable, and other balance sheet accounts.- Prepare financial statements and required work papers to support the financial statements.- Process transactions which may include: accounts payable/cash disbursements processing, accounts receivable/cash receipts processing and payroll processing/coordination.- Gain a thorough understanding of the financial operations of industry specific engagements/clients and produce management reports that analyze business performance.

Duluth, Mn, Us

• Process month end reconciliations for storewide cash and credit card accounts• Assist in accounting and payroll software migration to Sage Intacct and ADP• Prepare statements of financial information for purposes of audit compliance• Administer benefits and insurance enrollments• Monitor store budgets and report on monthly spending and earning trends

Satellite Beach, Florida, Us

• Produce articles and blog posts to assist in the marketing of client services and products• Conduct research relating to products and services for web based marketing• Edit and Copywrite articles using AP Style• Edit and approve web articles submitted by other writers• Use SEO to increase web traffic for client websites

• Manage daily financial operations of organization and produce financial reports and budgetary information.• Assist in grant writing and organizational development.• Implement policies, procedures, and operating/enterprise systems.• Present financial information to the board of directors and relevant stakeholders.• Ensure regulatory compliance with financial reporting standards under GAAP and collaborate with external auditing services.• Monitor expense tracking and grant/program allocations.

Zurich, Ch

• Posted invoicing for accounts receivable through Macola and EDI systems for a manufacturing company• Updated tracking and logistics information for outgoing shipments• Perform various assigned tasks for company projects on a temporary basis• Prepared corporate and individual business tax returns during the tax season• Review client journal entries and bookkeeping for tax purposes• Design tax templates in excel and update work flow procedures as necessary

• Administered payroll and benefits among an average of two hundred employees and four entities• Managed accounts payable and distributed payments to vendors and lenders• Developed strategies for cost efficiency based on cost analysis and vendor relations• Recorded all company transactions for bookkeeping purposes• Provided accounting and human resources support in all facets off the organization

• Prepared tax returns for individual clients and businesses• Filed client quarterly payroll tax returns and state unemployment payments• Provided monthly bookkeeping services using Quickbooks and Creative Solutions

Master Of Business Administration (M.B.A.), Change Leadership

Bachelor'S Degree, Accounting And Liberal Arts