Patrick Porter Email & Phone Number

Concord, California

• Oversee core bookkeeping operations such as Accounts Payable/Receivable, invoicing, budgeting, monthly closing and working with an external CPA to engage in reporting and tax functions• Coordinate payroll, HR and office purchasing operations; also administer benefits including medical, dental and 401(k)• Make sure that all facility functions are carried out on time and seamlessly• Apply for and renew insurance licenses for multiple Agents in more than 40 states• Skillfully negotiate and finalize terms for office leases and moves • Direct technology services in partnership with an external IT service provider

• Processed client orders via phone and email; included diligently developing price estimates for customer order requests and preparing these orders for the plant• Assessed clients’ needs carefully, taking their input into account when scheduling production and delivery • Forged and maintained positive client relationship across all assigned accounts using strong interpersonal skills

• Established a franchise print/copy shop as a family business• Served as a key business leader and driving force behind sales, operations, purchasing, budgeting and client relationship management endeavors• Developed all operations from start to launch until the company’s profitable sale in 1995

Courses

Courses