I am excited to be back with Duffy Marketing. For over 20 years, our clients have been experiencing "The Duffy Difference." We specialize in marketing services (direct, digital, mail integration) for primarily HVAC companies. Our integrated marketing solutions include a complete online presence that keeps their brand and campaigns consistent across all platforms. We start by cleaning up their customer data and analyzing it for the best opportunities to sell to their customers and prospects. Then we put together an annual plan within their budget for maximum reach. We develop a full-proof plan to strengthen their business and get it ready to drive new traffic to their website, an abundance of inbound calls, and top-shelf service to their customers.• Reviewing internal/external processes and setting up standard operating procedures.• Reviewing and implementing changes regarding IT structure.• Design, plan and implement business strategies, plans and procedures• Establish policies and procedures that promote company culture and vision• Analyze and interpret data and metrics• Create reports for the management• Maintain relationships with clients and vendors

Company developed to help small business owners by providing support in a variety of areas such as: IT, Administrative, and Accounting without requiring the companies to hire multiple people. • Specializing in analyzing and developing processes to report information with speed and accuracy.• Full charge bookkeeper with knowledge of accepted accounting techniques and procedures.• Maintain HR documentation including compensation forms, and other government documents.• Develop graphics and layouts for product illustrations, digital ads, and Internet websites.• Provide PC/Network virtual, onsite support and training.Highlights:• Client had old CSR system that was unable to export data in any format other than pdf. Client needed data to do in-depth database analysis. Reviewed server database, guaranteed data not affected by accessing it, made copy of database, found old FoxPro dataset and identified that software that could convert the database into an excel format, quick compiling dataset, placed into Alteryx template and reported on the data using Tableau. Results included time improvement of 75% and more accurate reporting and improved customer service.• Client needed easier way to calculate commissions paid out quarterly. Designed spreadsheet with data compiled in table allowing columns to be easily filtered, generated reports on separate tabs with pivot tables, vendor checks were applied to outstanding sales orders, developed tracking paid vs non-paid commissions and quarterly paid commissions balance to total deposits. This allowed client to easily reconcile accounts and manage cash flow letting client’s staff to focus on driving business.

Key role in the ongoing day-to-day business operations between branches, customers and vendors. Responsibilities involve handling and managing very detailed tasks and confidential information requiring the utmost attention and strict confidence.Hiring and training of support staff in accounting, IT/Special projects, and procurement.Maintain accurate records and account for all monies received and paid by the company, supplying necessary reports to Management as required.Managing cash flow, reviewing Accounts Receivable (including collections) and Payables.Receive credit applications from customers and assist on setting up new credit accounts.Provide credit information to vendors to assist in establishing credit accounts for the company with selected vendors.Proficiently use of QuickBooks, Microsoft Office (Outlook, Excel and Word)AIA billing, Lien Waivers, and Contracts. Notarize documents as needed.HR Responsibilities including payroll processing, employee setup, I9 verification, PTO accruals, OSHA reporting, Worker's Comp reporting, etc.Assist in the implementation and review of marketing plans.Coordinate PC Support and Maintenance for Server.

Contract Labor

AIA Billing and Project Management utilizing Foundation Construction software – Setup and maintain all CPM Management through Internet. Verification Processing: Insurance Requirements, Lien Waivers, Bailment’s, Bill of Sales for all contracts. Full charge bookkeeper with knowledge of accepted accounting techniques and procedures. Project Management, job costing reporting and change orders, payroll processing, 401k/union dues and reporting, sales and use tax reconciliation and reporting, designed website and facebook page and designed company logo/brand for web and print.Highlights:• KC Steel Werx purchased all assets of foreclosed business needed to setup bookkeeping and record-keeping procedures. Setup the office folders for AP, AR, and Project Management, wrote payroll policy procedures manual, compiled employee manual and safety manual, setup templates for HR, payroll using OneNote’s and included all forms and policies on network server which allowed managers and employees quick access to all. Ensured policies reduced company liability in regards to worker’s comp claims, unemployment claims, and compliance with state/federal audits in regards to proper record-keeping.• KC Steel Werx has 25 employees (15 union employees). All hours keyed into payroll by job, this was time-consuming and led to errors. Created multi-functional spreadsheet, automated reporting and imported into accounting software. Results allowed payroll to be done timely and accurately.

Supervised a staff of four.Maintained and reviewed financial information in QuickBooks Enterprise 12. Prepared payroll and commissions bi-weekly. A/R and A/P. Reconciliation of all banking and credit card accounts. Communicating with Vendors, Customers and Sales Team. Reviewed processes and implemented procedures for accurate reporting. Responsible for filing mechanic liens and filing small claims proceedings.Maintained/Setup of all the computers, printers, and network. Implemented system for online backups. Administrator of CRM software.

Currently work as Contract Labor

Developed, coordinated and provided analysis information from RMAS (Retail Replenishment), GL:M (General Ledger), JDA and Retail Ideas (Client/Server) systems - utilizing Easytrieve programs (TSO/CICS), highlight files on GL:M (McCormick and Dodge), queries and JDA (Sales Analysis - AS400).Analyzed the automation and informational needs and implemented enhancements.Responsible for creating and maintaining various weekly, MTD, YTD merchandise and financial reports for executive management and field personnel.Developed and maintained procedures to facilitate transferring information with the field organization.Senior Technical Advisor on Retail Ideas (DataTracker) Project. Trained 100+ users on the software.PC Support for approximately 40 users.