Accounting & Human Resource Manager for Multi-Specialty Medical Practice.

Big Sky Ranch seeks to promote and nurture the well-being of people, animals, and the planet. Working in St. Tammany Parish and south Louisiana, Big Sky Ranch's CATNIP Foundation will reduce the unnecessary killing of animals in shelters and improve quality of life for animals and their people, indoors and out, working with the public, partner organizations, and municipal agencies to innovate, support, and model efforts to create no-kill communities and remove the need for animal shelters and sanctuaries.

Small to mid-size business specialist. Helping business owners reach their financial goals through strategic planning and implementation.Manage all facets of for-profit client intercompany billing, month-end close, and month-end journals. Streamline accounting processes for clients. Facilitate weekly payroll processing and payroll tax filings for numerous clients. Execute billing & collections for approximately 700 customers per month. Process sales tax filings for multiple clients across multiple states & municipalities. Job costing for government contractor and multi-state payroll taxes/filings. Utilize LEDES files to complete complex legal file billing on behalf of a large law firm client. Implemented and manage all accounting for a non-profit.

Responsible for billing 6,000,000 + in annual revenue in multiple currencies and countries. Perform month-end closing activities, reconciliations, accruals, reports, ad hoc reporting to local and global management teams. Integral part of transition to segue U.S. team from Quickbooks Pro to MS Dynamics AX. Facilitated CRM requirements for gathering, testing and configuration for U.S. office.

Successfully owned and operated an accounting and bookkeeping service business for small to mid-size businesses. Performed various functions depending on client needs. Some duties included auditing A/R, A/P, job-costing, month-end and year-end adjustments, payroll & payroll taxes, sales tax, invoicing and collections.

Communicated with workers’ compensation adjusters in an effort to stay informed on individual patient cases, collect payments from their companies while maintaining relationships.Solicited new business from insurance adjusters by leveraging built relationships. Successfully captured 22% new business through relationship building efforts and maintained old business with a 97% success rate.Assisted with marketing efforts by brainstorming with the marketing team, attending trade conferences and actively marketing of the insurance adjusters through e-blast newsletters, monthly “lumpy mail,” luncheons and networking.Responsible for collecting past due client accounts from insurance companies. Developed and maintained client folders to aid in account collections for the accounting department.Compiled data on the paying and denial trends of individual insurance carriers for easier payment resolution for the A/R team. Successfully collected 80% of aging accounts totaling more that $3,000,000 through conflict resolution and problem solving issues with the adjuster or insurance carrier. Created and maintained a functional database in MS Outlook for the marketing team and accounting team to cross reference adjusters, case managers and clients.Trained the accounting team them on the important aspects of relationship building with the belief that every member of the company is capable of networking and marketing. Worked within the 2008 Quickbooks environment with the Accounting team to identify and resolve accounting issues such as previous errors.

Presented to, built and maintained relationships to secure new patients with referring physicians, attorneys, and chiropractors at small practices as well as to risk managers, human resources, and case managers at large companies that include Wal-Mart, Costco and Whole Foods among others with a 33% increase in new patient appointments. Developed a PowerPoint presentation for Non-Surgical Orthopaedics to be used as a sales tool during formal presentations to human resource companies and to worker’s comp attorneys.Built and utilized collateral materials illustrating the benefits of Non-Surgical Orthopaedics, PC vs. a traditional orthopedic physician for informal presentations and networking with physicians and case managers. Directed the artwork design of these materials including the brochure, customized sales letters, and flyers. Wrote all copy for the brochure, letters, and flyers and developed a logo and tagline for the company. Continually networked with all prospects forming personal relationships with potential referral sources through one-on-one conversations.Proposed and spearheaded an in-house pharmacy for workers’ comp patients resulting in a $10,000 per month profit.Re-designed the company trade-show display as well as created sales tools for industry conferences that included brochures, give-a-ways, and folders. Arranged speaking engagements for the doctors of the company to speak at trade-shows and conferences. Personally attended the trade-shows and conferences and acted as the face of the company to present and sell the services of the company.Utilized the 10-touch sales process where the potential client or prospect receives 10 forms of communication within the 1 to 2 months of the initial meeting. Several success stories evolved from this process including a worker’s comp attorney who sent a total of 12 patients to the company after a trade-show contact.