Nicole W.

Nicole W. Email and Phone Number

Director of Finance @ Doctegrity
Krum, TX, US
Nicole W.'s Location
Dallas-Fort Worth Metroplex, United States
About Nicole W.

WHO I WORK WITHI work with small businesses and startups that need tailored financial solutions to manage their accounting needs effectively. 🤝WHY IT WORKS?Our approach works because we offer personalized solutions that align with the unique challenges faced by our clients. With over 25 years of industry experience 🌟, our team is well-versed in the latest bookkeeping practices, ensuring accuracy and compliance in all financial matters.WHAT MAKES CMR BOOKKEEPING SERVICES DIFFERENT?CMR Bookkeeping Services stands out due to our commitment to tailored solutions 🎯. We focus on understanding each client's specific needs, providing customized financial management strategies that drive business growth. Our meticulous approach ensures that records are not only accurate but also compliant with regulatory requirements. ✅HOW IT WORKSWe simplify the financial management process by offering remote services 🌐 that provide real-time insights. Clients can rely on our expertise for meticulous bookkeeping, efficient payroll management, and comprehensive tax preparation, all designed to save time and reduce costs associated with in-house accounting. ⏳💼READY TO TALK?If you're ready to simplify your finances and achieve your financial goals, contact us today 📞 for a free consultation and discover how CMR Bookkeeping Services can make a difference for your business! 🌟

Nicole W.'s Current Company Details
Doctegrity

Doctegrity

View
Director of Finance
Krum, TX, US
Website:
parentfile.com
Employees:
35
Nicole W. Work Experience Details
  • Doctegrity
    Director Of Finance
    Doctegrity
    Krum, Tx, Us
  • Parentfile
    Board Member
    Parentfile Jun 2024 - Present
    Novato, California, United States
    As a board member at Parentfile, I contribute strategic guidance and oversight to an innovative platform revolutionizing family document management. Parentfile offers a secure, user-friendly solution for storing, organizing, and sharing essential family documents and information
  • Cmr Bookkeeping Services
    Owner/Bookkeeper
    Cmr Bookkeeping Services Dec 2010 - Present
    - Implemented accounting procedures, enhancing efficiency and accuracy, ensuring regulatory compliance.- Led annual audits for major clients, identifying inaccuracies leading to $125K IRS penalty abatements.- Conducted payroll cost analysis, reducing expenses by 18% through technology upgrades.- Performed financial due diligence for a $30M acquisition, supporting termination of a risky deal.
  • Chlobear'S Blessings
    Owner
    Chlobear'S Blessings Mar 2010 - Present
    Frisco, Tx
    This is a start up non-profit I am starting in honor of my daughter who was a homicide victim. Her name was Chloe Madison Robinson 03/27/2008-08/26/2010. This non-profit will benefit children and victims of domestic violence.
  • Prime Ledger
    Accounting And Client Director
    Prime Ledger Jan 2024 - Jul 2024
    New York, United States
    - Oversee and manage financial reporting for multiple clients, ensuring timely and accurate results.- Lead a team of domestic and international accountants, delegating tasks effectively.- Prepare and review financial statements, budgets, and forecasts, driving financial accuracy.- Conduct financial analysis and provide actionable recommendations for improvement.- Develop and implement accounting procedures and internal controls to enhance efficiency.- Pioneered innovative accounting strategies to optimize client financial health.- Enhanced reporting accuracy by implementing advanced analytical tools.- Boosted team productivity by streamlining workflow and enhancing procedures.
  • Southern Fluid Solutions Llc
    Special Project Accountant
    Southern Fluid Solutions Llc Mar 2020 - Mar 2023
    Center, Texas, United States
    - Managed accounting for diverse businesses, ensuring accuracy across QuickBooks files.- Implemented asset tracking system for 250+ assets, enhancing management efficiency.- Maintained fixed assets monthly, improving compliance and accuracy.- Created assets, conducted research, and performed loan reconciliations.- Adapted to special projects, consistently delivering results.
  • Estes Armstrong Earley Llc
    Staff Accountant
    Estes Armstrong Earley Llc Oct 2015 - Mar 2016
    Cleburne, Texas, United States
    - Reviewed and analyzed financial records to ensure accuracy and compliance with standards.- Computed and prepared tax returns, ensuring adherence to all tax regulations.- Delivered internal and external audit services for businesses and individuals.- Utilized appropriate adjustments to minimize clients' tax liabilities.- Prepared detailed financial statements for small businesses and individuals.
  • Allmand And Lee, Pllc
    Chief Financial Officer And Director Of Human Resources
    Allmand And Lee, Pllc Aug 2009 - Aug 2011
    Bedford, Tx
    - Managed accounting systems, ensuring timely and accurate financial reports for partners.- Coordinated audits and tax filings, maintaining compliance and timely submissions.- Conducted cash flow planning, ensuring fund availability and efficient asset management.- Oversaw financial strategies and banking relationships, enhancing financial stability.- Handled HR functions for 80+ employees, including payroll, benefits, and employee relations.
  • Military Police Regimental Association
    Multi-Media Production Sales And Marketing Coordinator & Board Treasurer
    Military Police Regimental Association Aug 2007 - Aug 2009
    Fort Leonard Wood, Mo
    - Prepared financial reports, including budget forecasts and income vs. expenses projections.- Implemented cost-saving measures, reducing overhead expenses.- Managed IT needs, researched new systems, and resolved technical issues.- Served as Treasurer on the Board of Directors, overseeing all financials for the non-profit.- Generated quarterly financial reports covering all revenue streams and expenses.- Reported directly to the Executive Director, ensuring financial transparency.- Designed, implemented, and maintained an online gift shop, increasing online sales.- Redesigned the website, enhancing user experience and engagement.- Created monthly HTML newsletters for 5,000+ members, improving communication.- Coordinated with various stakeholders to produce quarterly magazines.
  • Ohashi & Horn Llp
    Accounting And Billing Manager (Cfo)
    Ohashi & Horn Llp Dec 1999 - Jul 2006
    Dallas, Texas, United States
    - Managed all accounting functions, including taxes, A/R, A/P, and bank reconciliations, for international law firm.- Generated detailed financial reports and computed year-end and quarterly taxes, ensuring compliance.- Prepared monthly bills for 100 clients and entered time for 15 attorneys, maintaining accuracy and efficiency.- Supervised a team of 6, coordinated payroll for multiple offices, and communicated with Japanese clients.- Maintained bar associations and obtained EIN numbers, enhancing firm's operational efficiency.

Nicole W. Education Details

Frequently Asked Questions about Nicole W.

What company does Nicole W. work for?

Nicole W. works for Doctegrity

What is Nicole W.'s role at the current company?

Nicole W.'s current role is Director of Finance.

What schools did Nicole W. attend?

Nicole W. attended American Public University, American Public University, Southern Methodist University, Frisco High School, Allison Academy.

Who are Nicole W.'s colleagues?

Nicole W.'s colleagues are Dr Juanita Webb, Lawrence Comdeco Jr, Kristen Nelson, Richard Tolliday, Erin Duncan, Christopher Matthews.

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