Mary Welsh Email and Phone Number

As a Certified QuickBooks® ProAdvisor at Welsh Professional Services, I provide virtual bookkeeping services to clients across the United States. Utilizing my expertise in QuickBooks® and knowledge of current tax laws, I manage financial records remotely, ensuring accuracy and compliance with industry standards. By offering monthly and quarterly reviews, I help clients make informed financial decisions and improve their business operations.

Manage 501(c)6 real estate trade association with 900 members and staff of five. Developed wholly controlled 501(c)3 - NSCAR Charitable Foundation Acquired and assumed responsibility for Housing American Families [501(c)3], a housing assistance program Maintained profitability of association despite downturn in membership by strategic expense cuts and increase of non-dues revenueAchieved RCE designation in 2011.

Managed real estate trade association and multiple listing service with staff of four. Restored depleted reserves within six months of taking position and brought association back to profitability.Oversaw education, budgeting, preparation of financial reports, risk management, professional standards administration, committees, and production of non-dues revenue. Reported directly to the Board of Directors. Worked with local, state and federal government on issues that affect real estate professionals and the rights of property owners.Full charge bookkeeping for the association.Member of the City of Clearlake Economic Development Committee and Vision Task Force.Vice President of the Clearlake Chamber of Commerce.

Managed office for largest single representative for Guardian Life Insurance and Annuities with over $1,000,000 in commissions.Full charge bookkeeping and supervision of staff of three. Assured compliance with SEC regulations, quality control on applications, and conflict resolutionDirect marketing to individuals with $2,000,000 or more in mutual funds and/or annuities.Developed marketing programs using the LEAP program and Wealth Creation Workshops.

In my role as a Commercial Insurance Broker in Northern California, I focused on serving construction contractors and marine clients. I successfully managed accounts, developed tailored insurance solutions, and achieved a 15% increase in client retention through proactive risk management strategies. • Developed customized insurance plans to meet clients' specific needs• Implemented proactive risk management strategies to enhance client retention• Successfully managed commercial insurance accounts for construction contractors and marine clients

Oversaw production and underwriting of Ocean Marine business including marketing to large brokerage houses, budget preparation and profit sharing agreements. Lead underwriter on slips for Crowley Maritime and Dillingham Construction. Negotiated large reinsurance contracts with various companies including offshore.Reduced loss ratio from over 100% to 30% within two years