Wendy Rochester Email & Phone Number

Vero Beach, Florida, United States

As an Advanced Certified QuickBooks ProAdvisor, I specialize in the set-up, clean-up, customization, training, and periodic tune-ups of your QuickBooks data. Whether you are a new user of QuickBooks or a veteran trying to create accurate reports for your business, Fresh Ledger can help your business use QuickBooks to its fullest potential.

Overall authority for the financial operation of the organization, budget preparation and administration, monthly closing of books, advanced account reconciliations, financial statement preparation, monthly and quarterly tax reporting as well as journal entry adjustments. Key member of family-owned business that grew from 3 to over 60 employees over the course of 6 years with revenues exceeding $10M yearly. Developed computer and accounting systems that are in place now, including advanced excel spreadsheets. Implemented time-saving procedures that resulted in 20% savings in administrative payroll costs. Developed and maintained working relationships with banks, government agencies, property owners, and insurance companies, all of which required monthly reporting. Trustee for Safe Harbor 401K plan with 50+ participants.

Efficiently managed all financial functions of small construction company, including payroll, billing, payables and receivables, bank reconciliations, quarterly reporting, year-end reporting and closings.Set up and maintained accounting system that had previously been done by hand, therefore decreasing accounting expenses by 50%.

Contributed accounting expertise toward collaboratively managing department operations, with responsibility for timely, accurate and regulatory-compliant tax collection and reporting.

Certified Health Coach

Bachelor Of Business Administration (B.B.A.), Accounting

Bachelor Of Business Administration - Bba