Acting as an outsourced CFO to closely held businesses. Assisting business owners with monthly / quarterly closes, understanding their financials and training staff / owners on proper accounting methods and usage of software packages.

In addition to BAS Consultant duties, I am responsible for a group of 3 professionals working similarly as fractional CFO consultants to closely held businesses.

Acting as an outsourced Controller to closely held businesses. Assisting business owners with monthly / quarterly closes, understanding their financials and training staff / owners on proper accounting methods and usage of software packages.

Provided comprehensive accounting services to a foreign-owned jewelry distributor through preparation of the financial statements.Oversaw company operations on a daily basis, serving as the main contact between the customers and factories/salespeople/owners.Formulated and implemented procedures to streamline customer service dept, including creation of customer and prospect database on ACT!

Oversee overall company operations on a day to day basis serving as the main contact between the employees and upper managementManage reception area and shipping departmentIdentify and resolve all computer hardware and software issuesExtensive customer relations through product support and customer complaintsResearch and oversee implementation of new NT networkApprove and process all product RA requests

Provide comprehensive accounting services to a foreign-owned computer monitor manufacturer through the preparation of financial statementsPrepare and process payroll, including sales commissionsProcess potential customers' credit applications and provide credit ratings on existing customersManage warehouse and sales staffCoordinate inbound and outbound shipments with freight forwarder, warehouse personnel and truck companiesCreate and implement computerized system to track… Show more Provide comprehensive accounting services to a foreign-owned computer monitor manufacturer through the preparation of financial statementsPrepare and process payroll, including sales commissionsProcess potential customers' credit applications and provide credit ratings on existing customersManage warehouse and sales staffCoordinate inbound and outbound shipments with freight forwarder, warehouse personnel and truck companiesCreate and implement computerized system to track daily inventory activity on MS Excel and coordinate weekly and monthly physical inventory countsExtensive customer relations through A/R collections and product support for the sales and customer service departmentsDevelop RMA policy to provide accurate tracking of advance replacements Show less

Provide comprehensive accounting services to a publicly held cellular technology manufacturing subsidiaryAnalyze accounts and develop financial statements for integration into consolidated financial statementsPrepare commissions for payroll departmentPrepare and file quarterly sales tax returnsSupply documentation and technical assistance to outside auditors for annual and special auditsMaintain ongoing customer relations pertaining to A/R collections and royalty… Show more Provide comprehensive accounting services to a publicly held cellular technology manufacturing subsidiaryAnalyze accounts and develop financial statements for integration into consolidated financial statementsPrepare commissions for payroll departmentPrepare and file quarterly sales tax returnsSupply documentation and technical assistance to outside auditors for annual and special auditsMaintain ongoing customer relations pertaining to A/R collections and royalty reportingFormulate and implement systems to efficiently track supplies, COGS, inventory and royaltiesCreate new databases in Solomon III for sister companies and supervise data transfer to ease compilation of consolidated financial statementsTrain accounting staff in use of Solomon III softwarePrepare monthly reports for use in Chapter 11 court filingsManage special projects for CFO, Controller, President and outside auditors Show less

Maintain daily cash flow records and proposed adjusting journal entries for various client accountsPrepare client bank and account reconciliation and interim financial statementsPrepare quarterly payroll and sales tax returns and annual corporate and individual income tax returnsComputerize client tracking system and maintain client database

Provide comprehensive accounting services to a unionized construction-related sub-contractor through the preparation of financial statementsProcessed weekly payroll and union benefit reportsConvert accounting and payroll systems from manual to DacEasy softwareCreate job costing system in Lotus 123 for cost tracking of individual projectsDevelop proposals and telemarketing strategies to support marketing efforts