Residential home selling service accounting from the ground up. System setup, COA, financial reporting, ad-hoc reporting, budgeting and forecasting. The platform is a hybrid between online real estate sales and a traditional real estate transaction. The methods of marketing and selling a home offers buyers and sellers more options, control and transparency when buying or selling real estate.

Adding a Certified Financial Planner CFP(r) designation is the next natural evolutionary step in my business and accounting career therefore I am continuing my commitment to earn the designation. I have completed the education requirement and have 112 hours remaining to complete the 6000 hours experience requirement.

I’m continuing my commitment to earn the Certified Financial Planner CFP(r) designation on March 2023 and completion of 6000 hours of experience requirement, ETA Dec 2022 by assisting the owner of two companies (financial planning and tax services) on a daily basis including; *Client and practice support in a wide variety of duties and responsibilities; *Client meeting preparation deliverables through client data gathering, research and reporting via software systems*Continuously improve work methods and procedures for quality improvement*Software systems research and development*Compliance maintenance and compliance development*Marketing development to source prospective clients, including social media. *Maintain and improve electronic files and records*Client contact and answer questions as relates to servicing their accountsSoftware; *TDAmeritrade Veo One Professional Platform: Client account management and trading tools with full research capabilities. Conduct transactions and research on behalf of clients. Completed full set of training. *NaviPlan: Financial Planning tool to demonstrate and evaluate various client strategies in order and maximize their long-term financial situation. Completed full set of training. *Panoramix: Financial performance reporting and billing tool. *Lacerte Tax: Enterprise level tax and custom tax planning and strategy. Soft SkillsMy direct experience also directly translates to soft skills - all of which are not only transferable, but critical for long term success such as; *An entrepreneurial desire to grow the business with initiative in business development*A strong sense of fiduciary responsibility*Proven adaptability to deal with shifting priorities and problem solving *An aptitude in formulating intelligent questions*Win-win conflict resolution*A high level of interpersonal client skills*The educational foundation to obtain securities licenses such as the Series 7 and Series 66

Manufactured soil mixes, rock, sand, bark, mulches, compost, bagged materials with large accounts such as Home Depot and Walmart. $90 million dollars in revenue with a recent acquisition.*Assist in preparation of financial statements of two operating companies and one holding company*Develop processes and procedures*Manage monthly close process*Drive year end audit*Financial and account reconciliations*Prepare daily, weekly, monthly internal reporting*Assist in budget forecast process

Telecommunications, network deployments and alternative energy solutions including turn key solar for commercial and residential. *Supervise direct reports within an accounting team of six and 200 company employees.*Cost accounting and job cost tracking for 200+ active projects*Calculate and deliver weekly commissions for sales representatives*Invoicing, deposits and other standard general accounting functions*Developed and documented processes and procedures to systematize and optimize. *Payment and new account setups in Salesforce

The global leader in Lighted Mirrors and Mirror TV Technology. * Perform account analysis, reconciliations, journal entries and financial statement preparation as integral member of monthly closing process.* Banking support including preparation of wires and checks* Process and report monthly budget vs. actual expenses to CFO and Company budget managers and work with CFO on annual budget/business plan* Develop and report daily/weekly/monthly Finance and Accounting metrics and KPI deck.* Process internal and external sales commissions * Develop and documenting policies and procedures, including system requirements and internal controls* Support financial statement reviews by outside, independent accountants* Help prepare documentation in support of Company annual federal and state tax returns* Advanced proficiency in Excel including advanced financial modeling and analytical techniques; working knowledge of SQL* Strong grasp of GAAP accounting and general accounting concepts* Extensive ERP hands-on experience; EPICOR * Excellent analytical skills with strong focus on accuracy and attention to detail* Strong communication skills and ability to interact with various team and management

Trailside Homes is an established home building and land development company with a portfolio of 1,100 approved homesites. * Job costs coding and entry, reporting* Monthly draws and substantiations* Prepare and record journal entries* Payroll processing and administration * Accounts receivable, deposits* Process monthly bank reconciliations for multiple accounts* Benefits administration * All aspects of accounts payable, approvals and check runs. * Clients, suppliers, subcontractors and third parties * Organization and management of project-related materials and documents, including contracts and subcontracts.

Worldwide experts in major construction cost audits with over 30 years of experience in every project category. Pre-Construction, Interim Construction, and Close-Out Construction Audits with current clients such as; Amazon, Tesla, Microsoft, and Facebook. *Set up work papers, audit and report findings of very large and complex projects within all areas per contract. Areas include; craft and staff labor, labor burden, materials and equipment, fixed price subcontractor costs, costs reimbursable, owned equipment rentals, insurances, overhead costs, fees and mark-ups.

Real Estate Land Development and Construction of 12-36 unit apartments and condominiums throughout Seattle. * Responsible for hiring, training, guiding and reviewing accounting staff work while mentoring the development of their skill sets including necessary cross training for redundancy.* Supervise accounts payable, payroll, worker claims, benefit claims, and external audits. * Identify, outline and oversee significant cleanup of accounts and structural problems to accounting system due to past neglect, inconsistent or improper input.* Experienced and skilled at extracting, organizing, analyzing data sets to create ad-hoc reports for upper management and owner. * Created significant efficiencies by successfully initiating, implementing and administering a complete and customized redesign of the accounts payable process from paper processing to all electronic document imaging.* Significantly improved accuracy and quality of reporting by implementing standardization, systematization and documentation of all accounting processes. * Employed proper accounting controls with customized purchase order and approval system and enforcing the flow. This included other additional internal documentation; contracts, lien releases, re-seller permits, W-9’s and certificate of insurances.* Successfully initiated, implemented and administered Office365 for entire office including email migration from Gmail to Outlook, DropBox to SharePoint and integrating with the electronic invoices flow.

R&D of intellectual property with 40,000+ active monetization programs spanning 50 technology areas in nine countries. Plus purchasing patents, improving and packaging in-house inventions.* Create general journal, accounts payable, intercompany and re-class entries directly into ERP system and via multiple linked and formula Excel spreadsheets* Transitioned from Microsoft Dynamics to NetSuite Oct 2016* Accounts payable, coding, approval routing* Wires and ACH (USD and Foreign Exchange) and check batches and ad-hoc * Assist with credit card expense and bank reconciliations * New vendor setup and existing vendor maintenance* Reliable, consistent accuracy and detail on a daily basis* Recognizing and solving problems independently

The largest floral green supplier with operations in WA, TX, and FL wholesaling globally under new ownership and new management with complete overhaul of accounting department from Texas. Responsibilities included; * Assisted in employing new procedures and systems that required the ability to adapt quickly with strong analytical and problem solving skill and a high level of professionalism * Investigating and correcting accounts payable entries from old general ledger coding to the new general ledger coding for restatement project * Analyze discrepancies and unpaid invoices* Matching, batching, coded and enter accounts payable data into systemInterfaced with managers and buyers to verify purchases and costing* Access and use data from customized in-house software, Komet and Expensible to verify purchasesPrepared and coordinate deposit activitiesVendor reconciliations and adjusting journal entries* Preparing payments and check runs for signature * Interface with vendors as necessary via phone and email to resolve issues* Data dumps from systems into Excel for ad hoc tracking and reporting

Third generation high-end design-build residential home builder, remodeling and landscaping services. Duties and responsibilities included; * Assist Controller with payroll, B&O payments, posting and reporting, internal controls, monthly and year end processing* Process invoices and receipts for Accounts Receivable, monthly and progress billings reporting, client records, and deposits* Reconciliations, input, research and resolve Accounts Payable exceptions

(Temporary Assignment through Randstad Staffing)An industry leader in U.S. recycling and waste services in 39 states, employing 31,000+ for 14+ million commercial, industrial, municipal and residential customers. Duties and responsibilities include; * Proactively manage approved, rejected, failed invoice queues using ePro / Ariba electronic procurement and invoicing system and Lawson ERP system* Properly state receipt accruals, voids, stop payments, manual requests, expedite requests, vendor additions and maintenance* Maximize discount capture rate with priority to suppliers that offer cash discounts* Identify problem areas and perform root cause analysis* Invoice input, general ledger account coding and reconciliation * Research and resolve exceptions* Create requisitions and purchase orders* Daily, weekly, monthly reporting* Error trend tracking and preventative solutions* Sales and use tax assessment* Examine purchase cardholder statements* Vendor relations

(Temporary Assignment through Robert Half Staffing - Maternity Leave Coverage)165,000 square feet of gaming space with 1,700 slot machines, 50 table games, 5 poker tables, 6 restaurants, 3 cocktail lounges plus a 1000 seat events center. Duties and responsibilities include the evaluation of evidence to determine and report per established standards. * Audit slots, retail, food and beverage outlets for internal reporting needs and compliance with Gaming Commission regulations. * Prepare and post journal entries to record daily revenue, comps and liabilities on a daily basis. * Prepare and distribute exception reports for instances of non-compliance with operational practices to appropriate departments.

(Temporary Assignment through Robert Half Staffing)Microelectronic, power solutions and fluid handling for aerospace, defense, space and industrial markets with 11,000 employees worldwide at 2.6 billion in sales. Duties & responsibilities include;* Support Accounts Receivable and Accounts Payable transactional functions* Prepare journal entries, financial reports, and supporting schedules * Record and track fixed assets including cycle counting * Month-end financial close processes* Account and general ledger account reconciliations * Assist with preparation and coordination of both internal and external audit processes * Provide service and support to a wide variety of internal and external customers

(Temporary Assignment through CFS Staffing)63 drug stores in the Puget Sound area, family owned over three generations. On temporary contract assignment through Creative Financial Services agency. Duties & responsibilities include;* Audit daily sales, deposits and over-shorts for all stores* Compile and organize documents to substantiate business transactions* Determine proper handling of transactions, and approve transactions within designated limits* Journal entry input and adjustments into ERP system according to company procedures* Verify and post details of business transactions, such as funds received and disbursed, and totals accounts to ledgers or spreadsheets and databases* Review, investigate and correct errors in financial entries, documents and reports* Reconcile accounts with various registers* Report preparation for internal use and executive level* Created Excel spreadsheet ‘calculator’ with linked references and formulas for efficiency's* Eliminated the need for hand keying various spreadsheets saving a minimum of 7 working weeks a year!

A conglomerate of seven companies and 1,500+ locations in western United States with revenues of $107+ million a year. Duties & responsibilities include; * Fixed asset tracking using SAGE Fixed Asset Software FAS, formally BEST. Monthly roll forwards and reconciliation* Maintain and develop complex excel spreadsheets in support of journals, reconciliations and analysis* Business licenses preparing, tracking and payment of 100’s of licenses* Prepare GL account reconciliations as needed* Use tax in various states and districts applied to expenses* Local tax returns* Create and post journal entries* Daily deposit slips and reconciliations* Preparing and distribution of management reports to city managers* Bank downloads and report preparation to city managers* Verify and post details or business transactions, such as funds received and distributed, and totals accounts to ledgers or spreadsheets

Complete bookkeeping accounting management and tax services for both non-profit and for-profit organizations. Exposed to client office visits, hands on QuickBooks accounts payable and account receivable, donations and payroll, reconciliations, assisting in preparation of financial reports. Internship clients began May 2013 using QuickBooks to; * Customize QuickBooks to fit the business including adding customers, vendors & account charts* Create invoices, financial statements, and analyze data for decision making* Record sales and invoicing transactions, expenses and bill payment* Create financial statements invoices and customize reportsClients include; * Law Offices of Matthew D. Dubin – Seattle, Personal Injury* Bar del Corso – Italian dishes and pizzeria, restaurant* Snow Board Connection – Sports Equipment, two locations * Carrozzeria – Auto Design * Save Our Wild Salmon – Non-profit conservation organization* Uptown Espresso – Queen Anne location. Espresso for discerning coffee drinkers* Citizen Coffee – North Seattle Location * AMS Law – Workers’ Compensation Defense* Lovely Housekeeping – Office & House Cleaning