I educate entrepreneurs and small-micro business owners as they navigate through the world of business ownership. My specialties include business expansion, business plan writing, business (owner) coaching, business operations, strategy development and problem solving. Each solution is uniquely customized for each client.I work with a team of experts behind the scenes and together, we solve your problems. Please contact me and schedule an appointment today.

Build and maintain strong, long-term relationships with clients, act as primary point of contact between the company and clients, understand client needs, objectives and business challenges, identify and pursue new business opportunities to grow client base, develop and execute sales strategies to meet or exceed revenue targets, prepare and present sales proposals/estimates to clients, manage existing client accounts, monitor progress of projects and campaigns, resolve any issues or conflicts… Show more Build and maintain strong, long-term relationships with clients, act as primary point of contact between the company and clients, understand client needs, objectives and business challenges, identify and pursue new business opportunities to grow client base, develop and execute sales strategies to meet or exceed revenue targets, prepare and present sales proposals/estimates to clients, manage existing client accounts, monitor progress of projects and campaigns, resolve any issues or conflicts that arise during the course of the client relationship, negotiate contract terms, pricing and agreements to close deals, ensure all agreements align with company policies and goals, track and report on sales, metrics, revenue and client satisfaction, ensure clients receive timely responses to inquiries and issues, stay updated on new products, services and sales techniques. Show less

Responsible for the supervision of the Company's operation and its personnel to ensure a smooth, professional operating environment. This includes (but not limited to) project management, planning, organizing, leading and coordinating business activities, material control, problem solving, developing procedures/protocol/policies and continuous organization improvements.Essential duties and responsibilities:• Assist company owners with and/or directs the goals, objectives and… Show more Responsible for the supervision of the Company's operation and its personnel to ensure a smooth, professional operating environment. This includes (but not limited to) project management, planning, organizing, leading and coordinating business activities, material control, problem solving, developing procedures/protocol/policies and continuous organization improvements.Essential duties and responsibilities:• Assist company owners with and/or directs the goals, objectives and operations of the Company.• Execute decisions made by business owners as it relates to the company and its employees.• Provides knowledge re: external and internal customer service including need assessment and evaluation of satisfaction.• Coordinate, analyze & resolve corporate, employee (HR) and project issues.• Approve and/or coordinate the procurement of company expenditures.• Prepare technical training material for employees; ensures compliance with established standards; recommends and initiates policies and directives.• Provide guidance and direction to colleagues, including setting performance standards based on established performance goals (KPI).• Direct operating and capital budget, control expenditures.• Ensures corporate compliance with Federal/State and local laws.• Acting Lead Accountant: Supervises all A/R, A/P and other accounting functions, interfaces with outside accounting professionals, performs all audit requests from Clients, federal, state and insurance companies.• Health and Safety Manager: ensuring proper safety procedures are in place & enforced, creating, updating and maintaining emergency protocol policies & procedures, training employees on these procedures.• Acting Human Resources Manager: creating HR manual/policies/procedures, enforcement of those policies, training management on policies related to HR, employee on-boarding, employee consultations, employee evaluations, initiating disciplinary action, terminating employees as instructed by owners. Show less

Prepare invoices, create purchase order numbering system, verify client payments, issue credits as needed, prepare bank deposits, investigate all requests for cash disbursements, verify accuracy of all incoming vendor bills, research and request vendor discounts when applicable, expense coding, pay all corporate invoices in the manner which best benefit the company, ensured all final invoices are calculated and issued to clients, maintain historical financial records, reconcile all accounts… Show more Prepare invoices, create purchase order numbering system, verify client payments, issue credits as needed, prepare bank deposits, investigate all requests for cash disbursements, verify accuracy of all incoming vendor bills, research and request vendor discounts when applicable, expense coding, pay all corporate invoices in the manner which best benefit the company, ensured all final invoices are calculated and issued to clients, maintain historical financial records, reconcile all accounts, journal entries as needed, payroll, collections (business to business), corporate audits (insurance, property tax), produce an array of financial reports as needed, setup and usage of BigTime time tracking software, wrote new employee manual & New Hire documents. New employee on-boarding, managing employee benefits, employee evaluations, order office supplies, other duties as assigned. Show less

HUMAN RESOURCE: Responsible for all HR duties including creating/writing employee manual and supporting documents, policy enforcement, wrote new policies as needed, managed employee benefits, performed employee counseling, performed employee terminations, etc. PROPERTY MANAGEMENT: responsible for all building management duties including diagnose, coordinate and supervise all building repairs, manage regular building maintenance, problem solving, etc. EMERGENCY PREPAREDNESS:… Show more HUMAN RESOURCE: Responsible for all HR duties including creating/writing employee manual and supporting documents, policy enforcement, wrote new policies as needed, managed employee benefits, performed employee counseling, performed employee terminations, etc. PROPERTY MANAGEMENT: responsible for all building management duties including diagnose, coordinate and supervise all building repairs, manage regular building maintenance, problem solving, etc. EMERGENCY PREPAREDNESS: created/wrote policies and procedures for various emergency situations including city evacuations, natural disasters, workplace violence, flooding, etc. FINANCE: responsible for all areas including bookkeeping (QuickBooks - Advanced level), business tax filings, AR/AP, collections, invoicing, ensuring full compliance with State/Federal laws, etc. Also wrote policy and procedure manual for bookkeeping. OFFICE AND PROJECT MANAGEMENT: provide oversight for various projects, problem solving, computer/IT repairs, managing supplies, maintaining budgets, controlling all expenditures, met with business owner weekly to discuss the State of the Company and providing recommendations. Show less

I was the final decision maker on 90% of all non-Client related activities and was instrumental in the seamless interaction between all departments and employees.FINANCE: final decision maker on all areas related to financial including bookkeeping (QuickBooks - Advanced level), business tax filings, AR/AP, collections, invoicing, ensuring full compliance with State/Federal laws, etc. HUMAN RESOURCE: Responsible for all HR management including creating/writing employee manual… Show more I was the final decision maker on 90% of all non-Client related activities and was instrumental in the seamless interaction between all departments and employees.FINANCE: final decision maker on all areas related to financial including bookkeeping (QuickBooks - Advanced level), business tax filings, AR/AP, collections, invoicing, ensuring full compliance with State/Federal laws, etc. HUMAN RESOURCE: Responsible for all HR management including creating/writing employee manual and supporting documents, policy enforcement, wrote new policies as needed, managed employee benefits, performed employee counseling, performed employee terminations, etc. OFFICE AND PROJECT MANAGEMENT: help engineers with overall management of projects, problem solving, computer/IT repairs, managing supplies, maintaining budgets, controlling all expenditures, met with business owner weekly to discuss the State of the Company and providing recommendations.EMERGENCY PREPAREDNESS: created/wrote policies and procedures for various emergency situations including city evacuations, natural disasters, workplace violence, flooding, etc. Took the lead during Hurricane Rita and coordinate all employee activities and movements to ensure seamless workflow while building was under repairs. PROBLEM SOLVING/SPECIAL PROJECTS: took the lead in all business, client and operational related issues, final decision maker and supervised all solutions, all special projects including SBA loans, coordinate office move, audits, find and obtain obscure insurance policies, coordination during hurricane, etc. Show less