Experience

OutSourced Bookkeeping Solutions

• United States
• Accounting
• 1 - 100 Employee

• Owner / Accounting Director

  • Jan 2018 - Present

  OutSourced Bookkeeping Solutions was established in 2018 and have a combined experience of 30 years of bookkeeping, accounting, controller, operation management, project management, cost accounting and office management experience. We provide online and remote bookkeeping services for small to medium size businesses and not for profit organizations. Outsourcing your books to us will be a cost-effective decision compared to hiring in-house. We can service your books no matter where you are located. Our team consists of professional and experienced bookkeepers who are Certified in QuickBooks. Show less



ADCO Ideas | Interactive

• United States
• Advertising Services
• 1 - 100 Employee

• Production Director/Controller

  • May 2017 - Jun 2018

  Guides financial decisions by establishing, monitoring, and enforcing policies and procedures. Protects assets by establishing, monitoring, and enforcing internal controls. Monitors and confirms financial condition by conducting audits; providing information to external auditors. Speaking with clients about effective advertising strategies, preparing budgets, sending files to clients, contacting advertisers and deciding the appropriate subject for the company. In charge of directly editing media for use in ads. Show less



The Adams Group

• United States
• Advertising Services
• 1 - 100 Employee

• Accounting Manager/Office Manager/Production Assistant

  • Oct 2012 - Apr 2017

  Reconciled company bank, credit card and line of credit accounts. Developed monthly, quarterly and annual profit and loss statements and balance sheets. Attends weekly production meetings to determine when to close or interim-bill agency work. Establishes contact and develops a good working rapport with all client accounts payable and receivable departments and/or personnel. Makes routine inquiries into when monies can be expected from clients. Troubleshoots all problem situations and involves client services and/or agency management to resolve problems as needed. Pulls report of actual sales to date for comparison against forecasted sales figures. Monitors all overhead costs associated with running the agency, and reports to management as requested. Authorizes all Purchase orders (POs) for any purchases not related to billable work. Reviews project and media accruals to maximize cash flow. Ensures they have prepared accurately and on time, including reviewing by management and/or client services to accurately predictability to bill accrued monies. Looks especially for disbursements or accruals of over ($1,500). Reviews overhead, media, other supplier records to complete aged payables listings, filled in by accounting assistant. Reviews and updates the Master Media Grid to ensure timely issuance of invoices and payment of media suppliers. Ensures proper calculation of and timely remittance to federal and state (provincial) government bodies for income and corporate taxes, employee tax deductions, and all other payroll deductions. Holds periodic meetings with an agent(s) to get updates on better coverage, improved ways of submitting claims and/or forms, etc. Reports findings to management. Troubleshoots as required on behalf of accounting assistant, media, clients, suppliers, agency management, agency client services or production department. Show less



Greentree Services

• Mental Health Care
• 1 - 100 Employee

• Backend Mortgage Collector

  • Dec 2009 - Sep 2012

  Customer Service, Written Correspondence, Research, Collection. Communicated with customers to identify and resolve outstanding payments. Worked on creating better mortgage assistance to bring customers current on accounts. Processed mortgage assistance programs to lower mortgage payments. Customer Service, Written Correspondence, Research, Collection. Communicated with customers to identify and resolve outstanding payments. Worked on creating better mortgage assistance to bring customers current on accounts. Processed mortgage assistance programs to lower mortgage payments.



The Home Depot

• United States
• Retail
• 700 & Above Employee

• Front End/Contractor Services/Special Services Manager

  • Mar 2003 - Oct 2008

  Customer Service, Retail Operations Management, Marketing and Sales, Retail Key Carrier, Front/Back - Office Operations, Inventory Specialist, TrainingSupervision of a total of eight to fifty plus employees at a given time. Compliance with all government regulations and company proceeders. Oversee operations in the retail environment. Maintained and oversee contractors services and credit. Planed contractors events to introduce product and services to contractors. Increased client base by one-third resulting from contractor referrals. Non-Salary Key Carrier Manager acting as store manager when no salary managers in the building. District inventory auditor. (compiled, processed and audited data/reports at the command table. Show less