Helping bridge operations between Central PEAK functionality and CFANS personnel. Time and Absence coordination. Payroll Services. I-9 Services. Further as the situation evolves.

CFANS engages in education, research, and public engagement to support optimal food and natural environments; and includes 12 academic departments and 10 research and outreach centers (ROCs), along with the Minnesota Landscape Arboretum, the Bell Museum, and dozens of interdisciplinary centers. Provides customer service around UMN CFANS Payroll/HR. Adds to and maintains position structure of HR/PR system. Enters and updates appointment info. Supports process of one-time payments to staff/faculty. Maintain ChartField string accuracy throughout. Analyzes and validates time and absence entries, resolves exceptions and errors. Supports staff regarding policies and problem resolution.PeopleSoft enterprise system, Google office software, Zoom, Excel, Papaya (payroll data support system).Payroll data entry support provided (overtime) to: College of Education and Human Development (CEHD) August - October 2023. As of October 2024, this position is back to full-time in preparation for PEAK implementation.

Same as before and after, just for few departments!

CFANS engages in education, research, and public engagement to support optimal food and natural environments; and includes 12 academic departments and 10 research and outreach centers (ROCs), along with the Minnesota Landscape Arboretum, the Bell Museum, and dozens of interdisciplinary centers. Provides customer service around UMN CFANS Payroll/HR. Adds to and maintains position structure of HR/PR system. Enters and updates appointment info. Supports process of one-time payments to staff/faculty. Maintain ChartField string accuracy throughout. Analyzes and validates time and absence entries, resolves exceptions and errors. Supports staff regarding policies and problem resolution.PeopleSoft enterprise system, Google office software, Zoom, Excel, Papaya (payroll data support system).Payroll data entry support provided (overtime) to: College of Education and Human Development (CEHD) August - October 2023.

Accounting, payroll and software support for nonprofits and small business. Software programs utilized: (possible future: Xero, gnucash) Sage 50 (formerly Peachtree), Quickbooks Desktop, Quickbooks Online, and others.

Accounting services including transactions, payroll, month-end reporting. QB Desktop to Quickbooks Online, to Sage 50.

Transitional responsibilities during period of extensive organizational change. Functions included the day-to-day accounting, month-end process including reconciliations, budgeting support, dedicated funds and grants tracking, cash flow, budget-to-actual review, monthly financial reporting, payroll and benefits coordination. Service recipients included Mental Health Connect and Starfish (within BLCTC) and the Bethlehem Lutheran Church Foundation, a separate entity. Customer service throughout.

H&R Block AdvisorPersonal tax preparation for retail clients. Experience from interview through to full preparation of personal tax returns.

MHSL offers a rigorous, practice-based experience, preparing graduates to serve clients and communities.Utilize Agresso GL software in assisting the controller with monthly close journal entries, reconciliations of accounts including cash, receivables, investments, fixed assets, accrued expenses, federal loan (student funds) receivable, and GL to Razor’s Edge/Blackbaud. Extensive use of Excel including pivot tables, sumif & VLookup formulas, & filters. Budget process support including Agresso Budget training, reporting support, data entry support, user permission awareness and coordination with IT to update per staffing changes. Provide supporting audit and tax schedules, other duties as assigned.

Advocating for policies that improve public education for our students and our members through collective action.Providing a stable financial foundation for the operations of St. Paul Federation of Educators, including day-to-day transactions, overall accounting system optimization, budget process support, monthly financial reporting, and audit preparations; as well as payroll and benefits administration and other duties as assigned. Assisted with transition from Quickbooks desktop to Quickbooks Cloud - desktop hosted.

MIP Software optimization. Other services include all aspects of accounting process including financial reporting and audit preparation, process documentation and best practices implementation. Specifics for major assignments under those listings.Continuing availability for part-time, short-term projects on a limited basis especially in relation to accounting software optimization.This entry serves to describe the entrepreneurial aspects of my career, providing outsource financial management/accounting services - and complements the Clarity Mac entry.A primary focus has been support for change processes, usually related to the accounting software. Other activities include all aspects of accounting cycle, Federal/other grants management, Uniform Guidance, GAAP and other policy-adherence, audit-ready practices and audit preparation (including federal audits). Favorite software options are Abila MIP and Peachtree (nonprofit) and Dynamics (for-profit environment). Also inventory tracking and management, sales tax compliance, insurance provisions, IT-adjacent functionality.

Formerly MN Coalition for Battered Women.Originally was within Nauen Mobile Accounting, transitioned in 2012 to Clarity Solutions.All aspects of accounting process including general ledger functionality, Federal/other grants management, Uniform Guidance, GAAP and other policy-adherence, audit-ready practices and audit preparation (including federal audits). Financial reporting and audit preparation, process documentation and best practices implementation. Transitions MCBW from Peachtree to Abila MIP. 15 - 25 hrs/week.

Environmental Education Organization.Assisted with transition process during organizational growth process. Responsibilities included recording deposits, handling payables, payroll bi-weekly for varied staff, internal financial reporting, benefits administration, year-end close, audit preparation, investments, and contingency planning. Software was Abila MIP, Payroll was ADP.

Advocating for policies that improve public education for our students and our members through collective action.Accounting functionality provided to both the St. Paul Federation of Teachers (50% time) and the Minneapolis Federation of Teachers (50% time).Functionality included all day-to-day transactions, Payroll support, Benefits Administration, Grants Management support, Financial reporting, Audit & 990 preparation support, and other related activities for the well-being of the organizations.

The College of Science and Engineering is an innovation leader in Science, Engineering and Math.The University of Minnesota Twin Cities is a community seeking new knowledge that can change how we all work and live. We prepare students to meet the great challenges facing our state, our nation, and our world. And we apply our expertise as students, faculty, and staff to engage with communities across Minnesota.Academic Departmental approver. Post-Award Research Grant Accountant. Pre-award Research Grant Accountant. Software used included PeopleSoft, EFS, UMReports, UM Analytics, EGMS, ECRT, Gmail/Google Drive/other Google products, Excel & Word.

Provision of outsource Accounting, Payroll, Benefits Administration, Human Resources and other related services. Paylocity, Dynamics, ADP.

Through multi-disciplinary dance works for the stage, engaging the community, and educating the next generation, Ragamala epitomizes intercultural and immigrant narratives that evoke a shared sense of humanity.Assisted in transition after staffing change. Accounting functionality included payables, payroll, receipts, minimal grant involvement, financial reporting.

Pinkham Tax and Accounting provides out-source accounting and financial management services including inventory/sales tax compliance for small for-profit and nonprofit entities using primarily Peachtree and Quickbooks, as well as Abila's MIP Fund Accounting software.Pre-2014: Formerly Nauen Mobile Accounting.

Dedicated to protecting the rights of the injured and accused. The MAJ was created to better represent the overall interests of their clients and their profession as well as to share information, trial strategies and to collectively influence legislation.Services provided as Clarity Solutions originally. Subsequently as Pinkham Tax & Accounting.Accounting Software & Systems integrator. Implementation of changes, ongoing support accounting transactions, financial reporting, Audit/990 support. Sales Tax. Accounting Software was Peachtree.

Advocacy nonprofit focused on transit and biking solutions for best community outcomes.Part-time: 24-28 hours/week. Transition assistance in wake of long-time Finance Manager retiring, followed by Executive Director retiring. Functions included all financial responsibilities including grant management, financial reporting. Subsequent employee was full-time.

(Formerly GTS Educational Events/ Government Training Services/ State Agency responsible for trainings for Minnesota employees.)Managed (with one other staff) provision of both accounting services for organization itself as well as accounting services that were part of service offering to clients - including convention registration and exhibit transactions, and related tracking/reporting/billing. Large professional silent auction. Annual audit/990 preparation support, budget process support. Software was Dynamics SL (formerly Solomen).

Nauen Mobile Accounting was absorbed into Pinkham Tax and Accounting in 2014.Accounting support for multiple clients including day-to-day transactions, financial reporting, audit support, 1099's, trouble-shooting system, other as applicable.

State-based nonprofit seeking to provide information regarding carceral conditions, advocate for improvements in those conditions, and support change for well-being of society.Services provided as Clarity Solutions.Stepped in to replace Finance Director. Provided all functionality including grants-related coordination, staff teamwork, ED support. Financial reporting. Audit/990 preparation. Software: Abila MIP.

Cultural language and education center, Kinderstube German Immersion Preschool, Goethe-Institut Kulturgesellschaft providing language education, proficiency exams, cultural programs and annual events large and small.Accounting tasks including processing sales transactions and purchase transactions, preparations for financial reporting, reconciliations.

Assisted the Concordia staff with directing and accompanying the language campers as they went from airlines to Concordia ground transportation and visa versa.Compensation- reduced rates for daughter attending.

Created initial accounting system for startup consisting of C3 and C4 in the sectors of Environmental advocacy and union organizing. Software was Abila MIP (replaced by Quickbooks).

Accounting support for multiple clients including day-to-day transactions, financial reporting, audit support, 1099's, trouble-shooting system, other as applicable.

State-based nonprofit seeking to provide information regarding carceral conditions, advocate for improvements in those conditions, and support change for well-being of society.Accounting General Ledger activities including month-end close, grant-related budgeting and reporting, desk-audit assistance, and indirect cost rate-application process. Coordination of Payroll/Benefits costs with Accounting, and Human Resources functionality including hiring/annual cycle activities/terminations and related. Software used was Abila's MIP Fund Accounting software.

Took correspondence course from USDA, got certified as book indexer. Provided book indexes for Creative HealthCare Management, Springer Publications using Cindex software. Other indexing: employee manual. Looking forward to picking up indexing again in the future.

Statewide coalition of programs working together to end relationship abuse.Contract through Nauen Mobile Accounting, shared with other team members. Running payables, completing GL activity, billing out grants at month-end. Assisting with financial reporting, audit preparations.

Nonprofit engaged in advocacy, citizen education and other programming around the health of the River.All day-to-day accounting, month-end close including cost-allocation process, grants management including state/county/other sponsors, payroll and benefits administration (HR), budgeting and forecasting, and audit process management. Accounting software used was Quickbooks for Mac.

Provider of managed care and ancillary services to elderly family members.Services provided as Clarity Mac Accounting Services.Provided monthly close services to Shelley Joseph Kordell. Continued after her death to facilitate ongoing business activity. Software: Peachtree. Approximately 1-2 hours/month.

Advocacy for those without means.Day-to-day accounting functions, month-end and quarterly close, grant accounting including federal/state/other sponsors, audit preparation, payroll and benefits. Software used was Abila's MIP Fund Accounting software, payroll process was ADP for approximately 70 employees.

Content providers in self-help market, full retail service, also educational programs.Assisted with transition from Mac-Based Dynamics to Windows-Based Platform, combined with WinFrame to serve Dynamics to all-Mac desktops. Assisted with ongoing modifications and maintenance of the 4D organizational database and other IT functionality, with outside support. Provided accounting functionality at the GL level.

Mac-based accounting software support services. Primary services originally centered on Mac-based Dynamics. Additional software supported: Peachtree, Quickbooks, A4 (running on 4D database), MYOB, Aatrix, PIMS, and FlexWare, as well as supporting programs including ACT!, TimeSlips, MacEdi, Word, Excel, Acess, multiple payroll programs and also report-writer modules on the related payroll and accounting systems. I also briefly used Oracle during this period. And I took training on the MacOS itself, sometimes helping clients with program integration and basic desktop/printing/functionality. Other activity included inventory/sales tax compliance.Clients (in addition to separate listings) included Learning Strategies, Lorie Line Music, 2Grrls, Comdisco, Nautilus Music Theater, Siebert Construction, and others via First Tech, including a very short period of assisting with the initial startup process of a charter school.

Goal is to create theater that illuminates the illusions, myths and realities of our times and to catalyze personal and social change. Day-to-day accounting functions; grant accounting and reporting; monthly financial reporting to Directors and Board; and management of the audit process. Accounting software used was Abila's MIP, payroll process was Ceridian.

Had a specific set of accounts to keep reconciled, within a large unit of accountants all doing the same. Specific monthly journal entries. Software was Oracle (with Excel of course), and Access DB.

Original Internet provider for the State of Minnesota, along with the University of MN. Transitioned from for-profit to having a for-profit entity and a not-for-profit entity, to being in pre-acquisition status.Range of day-to-day accounting transactions, including receiving training on UNIX, telephone and internet technologies. Accounting team liaison for software migration process from Peachtree for Mac to Great Plains Dynamics for Mac.

Journal name: Creative Nursing (Springer Publisher), formerly Primarily Nursing. Managed content as journal grew from newsletter towards professional journal. Developed content themes with editorial board, solicited content from designated authors and communicated length/style preferences. Led process of proofreading/editing (staff process). Worked with design professional regarding layout, including additional notices/ads. Completed subscription functions including billing, management of complimentary subscriptions. Managed distribution process including bulk mail coordination.

CHCM has helped transform health care with Relationship-Based Care (RBC) and leadership-oriented content. CHCM has partnered with health care organizations of all sizes on five continents on everything from one-day presentations, to organizational and system-wide assessments, multi-day workshops, and multi-year RBC implementations and Magnet® journeys.CHCM provides thought leadership not only through consultation, but through the publication of numerous award winning and bestselling books.Managed all aspects of the accounting process including transactions, reconciliations, journal entries, monthly reporting to leadership, budget process, and audit preparation. I managed a staff of 2-4 people during this period. Was main internal contact for implementation of Great Plains Accounting for DOS, including customer levels for pricing, and inventory functionality. Also supported the customer database until that was taken over by other staff and then migrated to commercial package. There were two related entities renting space in the building, I did their books as well. We split the inventory ownership/functionality into a separate company for a time. Finally, I was also managing editor of the professional journal we produced, and handled subscription billing and distribution (that continued part-time until 1995).

I worked as bookkeeper during this period, processing transactions during the organizations' early days. This was shortly after a chart of accounts was set up with the help of our tax preparer. I also supported the rudimentary customer database, which was housed on floppy disks. We were preparing to computerize the system during this period, moving away from index cards, hole-punch ledgers and carbon-strip checks!

Blends technical competence and sustainability awareness with award-winning design in collaborative process.General accounting services. Software was Peachtree.

After completing the required training, provided tax services in the Sears building for that one tax season, also staffed the H&R Block service provision within the UnBank location at Lake Street & Chicago Avenue weekly or so.

Providing accounting services to this business which rented space from Creative HealthCare Management in Downtown Minneapolis.

Providing accounting services to this business which rented space from Creative HealthCare Management in Downtown Minneapolis.

PPL builds & manages safe, quality, affordable housing across the Twin Cities, with support services to create stability and pride. Until All are Housed in Dignity.Supplemental staff position to assist with system changes during transition. Novell network. Accounting software was mainframe-type.

Approximately 10-15 hours/week, dishroom using huge dishwashers on trays sent in from students, alternated with pots and pans room using other dishwashers on pans brought in from kitchen prep staff.

Distributed advertising posters (for discount camera film, Film openings, etc) to bulletin boards across campus at U of M, also other local colleges.

Receptionist, administrative tasks and being on-site during services, 10-15 hours/week.

My last summer in Connecticut before going back home to Minneapolis (via attending the U), drove a classic Good Humor truck in Hamden (next to New Haven). Retail sales of ice cream products to children and grown-ups. Skills involved Sales, Customer relations, Inventory Management, Vehicle Maintenance.