With over 5 years of specialized experience, I am a seasoned virtual bookkeeper dedicated to addressing the unique financial challenges and opportunities faced by small businesses in the Philadelphia region. My mission is to empower local entrepreneurs by streamlining their financial operations, boosting accuracy, and enhancing overall efficiency.As a bookkeeping expert focused on small businesses, I leverage my extensive knowledge and commitment to excellence to deliver tailored services that drive success. My passion for precision and client satisfaction ensures that every engagement is met with the highest service standards.KEY ACHIEVEMENTS:- Streamlined Financial Management: Assisted small businesses in managing daily financial transactions, ensuring accuracy and regulatory compliance.- Insightful Financial Reporting: Prepared detailed financial reports that offer a clear and actionable view of financial health.- Advanced Technology Utilization: Leveraged cutting-edge tools for real-time access to financial data, empowering clients to make informed decisions.- **Regulatory Compliance:** Ensured adherence to regulatory requirements, providing clients peace of mind and enabling them to focus on core business activities.BENEFITS OF WORKING WITH ME:- Increased Accuracy and Efficiency: Enhanced financial management practices tailored to small business needs.- Real-Time Financial Insights: Access to up-to-date financial data for better decision-making.- Regulatory Assurance: Compliance with industry regulations to protect your business.- Focus on Core Business: More time to concentrate on growing your business while I handle the financial details.If you’re a small business owner in the Philadelphia area seeking to optimize your bookkeeping processes and reclaim valuable time to focus on your business growth, let’s connect. Contact me at www.BrynMawrBookkeeping.com to schedule a 10-minute conversation to explore how I can help you achieve your financial goals and drive your business forward.Thank you for considering my services. I look forward to collaborating with you and contributing to your success.
Bryn Mawr Bookkeeping
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Business OwnerBryn Mawr Bookkeeping Jan 2023 - PresentGreater Philadelphia
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OwnerBike Rack Journey Apr 2016 - Jan 2024Bryn Mawr, Pennsylvania, United StatesBike Rack Journey (www.BikeRackJourney.com) is a sporting goods online retailer specializing in car bike racks.
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Sales Desk ManagerBrinker Capital 2012 - 2014Berwyn, PaPromoted to newly created position, Sales Desk Manager (October, 2012). Supervised 9 Internal Investment Consultants. * Collaborated with National Sales Director to evolve/create new internal job description, identify Best Practices, and develop a series of metrics to quantify accountability* Championed a new system of work priorities that placed emphasis on sales oriented activities and quickly eliminated many non-sales related activities by consultants, allowing them to focus on adviser relationship building* Encouraged consultants to share best practices ideas which led to high level of collaboration among sales teams* Improved sales results in each territory by approximately 11%-25% by implementing regular role playing activities designed to strengthen product knowledge and overcome objections* Streamlined process by which departments communicated and resolved adviser/client issues* Oversaw record new assets ($3.3 Billion), new adviser relationships and gross revenue across sales group during first full year (2013)
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Investment ConsultantBrinker Capital 2004 - 2014Berwyn, Pa* Promoted Brinker Capital’s investment advisory platforms and services to advisers and clients through multiple methods (i.e. conference calls, Skype, WebEx meetings and face-to-face)* Strategized and executed business plan with external partner to build relationships and generate new investible asset flow across 5 state territory* Consistently achieved outbound/inbound calls and appointments scheduled per metrics* Generated an average of $250 Million in new assets and 100 new adviser relationships per year over 10 years* Trained FA’s to deliver third party investment story and process via role playing and direct presentations to clients* Effectively interacted with multiple departments to formulate efficient issue resolution and asset transition processes
Pat Henry Education Details
Frequently Asked Questions about Pat Henry
What company does Pat Henry work for?
Pat Henry works for Bryn Mawr Bookkeeping
What is Pat Henry's role at the current company?
Pat Henry's current role is I help small businesses manage their finances - I worry about the numbers so you can build your empire!.
What schools did Pat Henry attend?
Pat Henry attended Eastern University.
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Pat Henry
Indirect Area Sales Manager - Heavy Duty Segment (Castrol Brand) @ Bp | New Business Development, Key Account ManagementBlythewood, Sc3ppg.com, ppg.com, ppg.com -
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