· Prepare and present accurate periodic financial statements to clients · Meet with clients a minimum of once a month to explain financial statements, manage cash flow issues, make budgetary suggestions, evaluate business opportunities, address client concerns· Prepare sales tax and property tax returns · Identify and deploy software to manage business processes· Work with tax accountants, payroll services and external auditors to ensure my clients receive the service and deliverables needed for compliance· Assist clients with various items such as budget development, insurance, worker compensation audits, software conversions, HR issues, sales forecasting, etc.

Converted financial operations from offshore to QuickBooks, streamlining the monthly financial statement and annual budgeting processes. Established financial procedures that enabled leadership to focus on business growth