Trish Slatin

Trish Slatin Email and Phone Number

Financial Systems Consultant, QuickBooks ProAdvisor, Outsourced Small Business Controller, Certified Professional Coach @
Trish Slatin's Location
Columbia, Maryland, United States, United States
Trish Slatin's Contact Details

Trish Slatin personal email

n/a
About Trish Slatin

I am passionate about supporting small business entrepreneurship. My life has been spent building financial sustainability and business success for my clients and myself. Helping other people to reach their goals and thrive is how I define success.My approach is based on intentional actions using Time Money Optimization™, a holistic approach to financial health and small business sustainability.My life experience make me uniquely qualified to help others become sustainable and successful entrepreneurs. I was inspired by entrepreneur parents and a high school accounting teacher, graduated from the University of Maryland with a degree in Marketing, and worked both for myself and for various employers in a variety of businesses and industries. I learned and benefited from each experience.I see my mission as helping other small business owners who lack accurate financial information, sound financial office systems, and effective support for growth, and to educate them on the importance of sound internal systems and controls that align financial applications to operational goals.My work has helped me to build clear and realistic plans based on client goals, collaboration and discipline, identified and utilized resources, and support and encouragement within the team and from others to help small businesses succeed more and stress less. I collaborate with my clients to support their vision and deliver solutions that keep their business sustainable and growing, their staff accountable, and their numbers adding up. I leverage my experience as a Certified QuickBooks ProAdvisor, Certified Professional Coach, Certified Professional Bookkeeper, Community College Adjunct Professor, and Project Manager to add real value to my clients’ businesses. I teach workshops and webinars to small business owners and bookkeepers to improve their skills, build financial literacy, and introduce best practices.Please connect with me to learn more. I look forward to working together!

Trish Slatin's Current Company Details
Symbionics, LLC

Symbionics, Llc

Financial Systems Consultant, QuickBooks ProAdvisor, Outsourced Small Business Controller, Certified Professional Coach
Trish Slatin Work Experience Details
  • Symbionics, Llc
    President And Founder
    Symbionics, Llc Feb 2010 - Present
    Columbia, Md
    I work remotely with small business owners, from solopreneurs to those with 100+ employees, who face obstacles to their success. I identify my clients’ challenges, design and put in place sustainable solutions that harmonize their financial systems and operational goals, and help take their business to the next level.Highlights include:● Maintained accurate records and reconciliations and discovered and corrected multiple complex accounting errors that helped generate additional revenue for a fast-growing IT contractor serving Federal and commercial clients.● Created from scratch a complex accounting and payroll system and benefits administration and helped administer onboarding processes for a unionized workforce of a Federal personnel services contractor.● Mentored small business owners and held workshops on QuickBooks, small business accounting, and financial forecasting through SCORE, the nation's largest network of volunteer, expert business mentors. ● Designed, directed, and supervised all AR, AP, and Payroll for a growing energy efficiency company with 30+ staff and a multimillion-dollar budget. ● Created supplemental systems to track deferred revenues and maintained entire accounting system for the U.S. division of an international healthcare software solutions provider.● Redesigned and relaunched entire accounting system for a well-established landscape design company after discovering major fraud and internal systems failure.● Created accounting system for a successful commercial real estate business and designed manuals for ongoing implementation.● Organized and reconciled a substantial volume of financial records for a large commercial cleaning company to submit accurate and complete financials to CPA for annual tax returns.● Processed and submitted extensive, detailed union payroll and benefit reports for a large stadium seating installation company and reorganized financial data for submission to CPA.
  • Howard Community College And Anne Arundel Community College
    Adjunct Professor
    Howard Community College And Anne Arundel Community College Jan 2018 - Aug 2019
    Columbia, Md And Arnold, Md
    Taught one class on Small Business Accounting and QuickBooks per semester for up to twenty students per class for two semesters at Howard County Community College (2018-2019) and one semester at Anne Arundel Community College (2018). Consistently received high student evaluations. Integrated QuickBooks ProAdvisor certification into the curriculum for each student. Provided real-world business examples and challenged students to identify and correct real-world errors in their class QuickBooks account.

Trish Slatin Skills

Quickbooks Small Business Management Strategic Planning Financial Accounting Microsoft Office Financial Statements Financial Analysis Leadership Management Consulting Financial Systems Accounting Office Management Strategic Financial Planning Nonprofits Business Planning Accounting System Analysis Payroll Bookkeeping Coaching Entrepreneurship Microsoft Excel Project Management Training Quickbooks Proadvisor Administrative Management Business Analysis Business Coaching Cash Flow Management Cross Functional Team Leadership Google Drive Time Management Instruction Strategic Business Planning

Trish Slatin Education Details

Frequently Asked Questions about Trish Slatin

What company does Trish Slatin work for?

Trish Slatin works for Symbionics, Llc

What is Trish Slatin's role at the current company?

Trish Slatin's current role is Financial Systems Consultant, QuickBooks ProAdvisor, Outsourced Small Business Controller, Certified Professional Coach.

What is Trish Slatin's email address?

Trish Slatin's email address is ts****@****mac.com

What schools did Trish Slatin attend?

Trish Slatin attended University Of Maryland.

What are some of Trish Slatin's interests?

Trish Slatin has interest in Economic Empowerment.

What skills is Trish Slatin known for?

Trish Slatin has skills like Quickbooks, Small Business, Management, Strategic Planning, Financial Accounting, Microsoft Office, Financial Statements, Financial Analysis, Leadership, Management Consulting, Financial Systems, Accounting.

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