Shellee R. Email & Phone Number

Salt Lake City, Utah, United States

Bountiful, Utah, United States

- Provide full-service bookkeeping services for multiple clients with revenue ranging from $150K – $10M+- Reconcile monthly bank and credit card statements ensuring data is properly categorized and posted- Create and present Monthly Budget, Profit and Loss, and Balance Sheet Reports- Assist clients in creating, analyzing, and interpreting budgets and reports to set up strategies and goals- Manage and review source documents to ensure compliance with company and accounting policies- Set up and maintain methods to transfer funds including ACH, credit card processing, & Contractor Billing/Invoicing Systems- Facilitate Accounts Payable and Accounts Receivable processes to maintain adequate cash flow for clients- Interpret State Sales and Use Tax laws and regulations in 10+ states then file forms and taxes on a timely basis- Act as liaison between clients and CPA accounting firms to assist in filing State and Federal Tax returns- Hire, train and supervise employees/independent contractors–conducting reviews and goal setting- Perform Human Resource duties including, enrolling and maintaining healthcare, dental and HSA accounts- Oversee payroll processing and payroll reports for clients and external government agencies accurately- Resolve client concerns with outside vendors, government agencies, and client’s customers - Maintain operating hardware systems and software programs used to perform daily tasks of company

Salt Lake City, Utah, United States

- Established financial policies, procedures, controls and reporting systems ensuring legal and regulatory compliance- Analyzed reports to implement strategic processes to optimize profits and minimize losses of annual $10M+ revenue- Manage 100+ active jobs-coordinating the ordering, delivery and installation of products to global job-sites- Hired, trained, supervised and motivated 10-20 employees/independent contractors- Performed Human Resource duties including, enrolling and maintaining healthcare, dental and HSA accounts - Conducted team strategy meetings, partner reviews, prepare and present client performance presentations- Negotiated $7M+ annual contract to provide the best results for our client, stakeholders, and vendors

Master Of Business Administration - Mba

Bachelor Of Science - Bs, Economics

Associate Of Arts And Sciences - Aas, Accounting