Basis 365 Accounting is an outsourced accounting & bookkeeping company for small businesses. We use cloud based accounting, document management, and analytical tools to provide real-time accounting and CFO-level advice to enable better business decisions.Our passion and expertise lies with e-commerce, software, technology and service-based companies with revenues ranging from funded-startup to $20 million in revenue.

Responsible for the development and implementation of the strategic plan for professional service offerings as part of the business unit’s overall product portfolio utilizing the Pragmatic Marketing framework.I was directly responsible for the analysis of existing and new professional service offerings, including but not limited to new product training, refresher training, consulting services, conversion services, and other professional services targeted at business unit customers.This position required a close relationship with the market (customers, evaluators, and potentials) for awareness of market needs and perspectives. This included identification of new markets and development of effective marketing strategies and tactics.

DRIVING REVENUE AND RETENTION – Developed the most innovative training and consulting services, such as Best Practices, IT consulting, case study/retention-based exercises in hands-on training as well as our first multi-product, solution-based services with the Academy and Productivity Consulting. Services created drove over $6 million annually.IDENTIFYING AND CAPTURING ADJACENCIES – Utilized resources already in place to capture quick-win adjacencies such as the Academy, Productivity Consulting, GASB 34, Adobe Acrobat, Microsoft Excel and Word, and other services. Adjacencies drive over $1 million annually.INSTITUTIONALIZING OPERATIONAL EXCELLENCE – Transformed the training administrative department from a low morale, error prone group of individuals into an organized, efficient team in less than one year. This includes improved processes, established metrics, team building, removal of poor performers, and documented procedures. All my teams operate under a dynamic, team environment with set standards and expectations. Efficiencies reduced over $400,000 in costs.ESTABLISHING GLOBAL PRESENCE – Assisted several global organizational units rollout various applications, including Australia, Malaysia, Singapore, Canada, and the UK. This experience solidified my understanding of the similarities across countries and how to leverage assets in a global environment. DYNAMIC TEAMING WITH EXPLOSIVE GROWTH – Built and developed several teams which spanned almost all new products built, partnered with, or acquired during my tenure. Created an entrepreneurial atmosphere and utilized a performance-based compensation plan to drive quality, innovative and consultative services for each product.BUILDING EFFECTIVE RELATIONSHIPS – Established strong working relationships with other departmental leaders, business partners and customers through successful collaboration and communications, including many public speaking engagements and implementation engagements.

Developed and operated the Training & Consulting Department which generated approximately half of the Company's revenues for the year prior to acquisition. This includes all written materials, procedural documentation and staff training based on my training and consulting services performed prior to the department creation.Reorganized the Technical Support Department to achieve a 99% timely response rate and close return.Primary product designer for versions 1.5 through 2.0. Includes designing software functionality, user interface, and testing. Required excellent communication skills with all departments, including ESL employees.Wrote and maintained all software documentation and support materials, including the User Guide, Field Guide, and context sensitive help.Provided significant sales support including sales training as well as software demos.

Audit, review, and compilation experience in both public and private companies.Performed planning, analytical procedures, assessing internal controls, substantive testing, and preparation of financial statements.Managed several concurrently running engagements while staying within budget.Developed several custom financial statement projection models used for business acquisitions and product cost analysis using Microsoft Excel and simple Visual Basic scripts.