Michael D. Email & Phone Number

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.

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.

• 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.

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