Full Charge Bookkeeper

• Dec 2021 - Present

Financial Advisor

• Nov 2017 - Present

I advise a music teacher studio, remotely, and offer fiscal reports for business direction. Providing business growth advice and integrating monthly expenses into an end of quarter report I audit and track the business budget. I advise a music teacher studio, remotely, and offer fiscal reports for business direction. Providing business growth advice and integrating monthly expenses into an end of quarter report I audit and track the business budget.

Corporate Financial Controller

• Mar 2021 - Present

As a remote employee, I devised the 1099 recording system to ensure observance of tax laws and trained CEO to ensure compliance. I complete reconciliation and file accounting information to tax documents in consultation with the CPA. I initiated forensic audits to compile fiscal reports and reconciled previous tax payments to locate discrepancies. As a remote employee, I devised the 1099 recording system to ensure observance of tax laws and trained CEO to ensure compliance. I complete reconciliation and file accounting information to tax documents in consultation with the CPA. I initiated forensic audits to compile fiscal reports and reconciled previous tax payments to locate discrepancies.

Corporate Controller

• Jan 2021 - Dec 2021

Providing strategic leadership for 120+ entities I counsel senior operations personnel on best practices with multi-company reporting. My team completes 1099s, payroll, accounts payables and accounts receivables, property purchase and sale journal entries, and fiscal reconciliations. I engineered a digital filing system and database to enhance and facilitate a paperless office which integrates with our Quickbooks system. Human resource functions include interviewing, hiring, employee onboarding and training in coordination with team leads along with processing payroll and insurance compliance. Show less

Outsourced Controller

• Feb 2019 - Feb 2021

I was hired to fill an outsourced Controller Bookkeeper position for Preserve Communities. In this position I was responsible for updating and digitalizing the Accounts Payable process along with building out a more robust Chart of Accounts for a growing number of business entities. Per the Client's request I was moved to fulltime directly with Preserve Communities in early 2021. I was hired to fill an outsourced Controller Bookkeeper position for Preserve Communities. In this position I was responsible for updating and digitalizing the Accounts Payable process along with building out a more robust Chart of Accounts for a growing number of business entities. Per the Client's request I was moved to fulltime directly with Preserve Communities in early 2021.

Financial And Administrative Controller

• Jan 2017 - Nov 2018

After serving as an external consultant for one year, I was invited to join as a member of the executive team. I managed the profit and loss statements and general ledger for their growing land management and construction contractor business, including a portable storage unit business venture. Interviewed, hired, on-boarded, and trained support staff. Mastered marketing role to enhance visibility at community outreach events and support business growth. After serving as an external consultant for one year, I was invited to join as a member of the executive team. I managed the profit and loss statements and general ledger for their growing land management and construction contractor business, including a portable storage unit business venture. Interviewed, hired, on-boarded, and trained support staff. Mastered marketing role to enhance visibility at community outreach events and support business growth.

Small Business Account Manager

• May 2015 - Jan 2017

I was the account manager for 35+ small businesses. I provided educational training sessions for internal and external clients regarding Quickbooks utilization to refine processes. I travelled to client sites to revise filing systems, accounts payables and receivables procedures, coordinated payroll and overhaul human resources documentation to streamline workflows. Generated reports fiscally to support business decisions. 💲 Quickbooks Certified ProAdvisor : Online 💲 Quickbooks Certified ProAdviser : Desktop 💲 Quickbooks Certified ProAdvisor : Enterprise Show less

Book Keeper

• Aug 2013 - Jan 2015

As a remote worker, I took responsibility for all A/P and A/R tasks along with designing and presenting company reports to the executive team. I updated the HR functions of payroll and health benefits analysis and organized the personnel digital filing system. Utilizing QuickBooks, I completed forensic audits for missed tax filings and created procedures to ensure future successful filings. As a remote worker, I took responsibility for all A/P and A/R tasks along with designing and presenting company reports to the executive team. I updated the HR functions of payroll and health benefits analysis and organized the personnel digital filing system. Utilizing QuickBooks, I completed forensic audits for missed tax filings and created procedures to ensure future successful filings.

Office Manager

• Feb 2013 - Jul 2013

As the Office Manager, I completed Permit applications and delivered to relevant municipalities. I revised the digital filing system and archival system. I maintained the CEO's schedule. I coordinated with the bookkeeper to ensure GAAP procedures were followed. As the Office Manager, I completed Permit applications and delivered to relevant municipalities. I revised the digital filing system and archival system. I maintained the CEO's schedule. I coordinated with the bookkeeper to ensure GAAP procedures were followed.

Office Manager / Book Keeper / Personal Assistant

• Aug 2011 - Feb 2013

In coordination with the owner, I outsourced IT professionals to create a GPS platform for commercial vehicles. I digitized the filing system, streamlining the invoicing and collections procedures, and enhanced customer and vendor relationships. In addition to general ledger reconciliation and executive administrative roles, I engineered a weekly education curriculum to train new customers to utilize the GPS platform and implement customized reporting. In coordination with the owner, I outsourced IT professionals to create a GPS platform for commercial vehicles. I digitized the filing system, streamlining the invoicing and collections procedures, and enhanced customer and vendor relationships. In addition to general ledger reconciliation and executive administrative roles, I engineered a weekly education curriculum to train new customers to utilize the GPS platform and implement customized reporting.

Book Keeper / Food Safe Certification Trainer

• May 2011 - Jul 2011

I updated all HR files and streamlined payroll services for 50+ employees while implementing Food Safe Certification training for the entire staff at two locations. My role included A/P, A/R, report creation and fiscal reconciliation. Working closely with the marketing team I canvassed the area to create awareness and mutual relations with concierge locations. I updated all HR files and streamlined payroll services for 50+ employees while implementing Food Safe Certification training for the entire staff at two locations. My role included A/P, A/R, report creation and fiscal reconciliation. Working closely with the marketing team I canvassed the area to create awareness and mutual relations with concierge locations.

Executive Assistant / Book Keeper / HR / Office Manager

• Sep 2010 - May 2011

Working directly with the owner of multiple companies, I worked as head bookkeeper for two pharmacies with attached restaurants. My position quickly grew to add an additional two locations. I was responsible for A/P, A/R, payroll, report generation, hiring and training of additional accounting staff. Working directly with the owner of multiple companies, I worked as head bookkeeper for two pharmacies with attached restaurants. My position quickly grew to add an additional two locations. I was responsible for A/P, A/R, payroll, report generation, hiring and training of additional accounting staff.

Office Manager / Book Keeper

• Jul 2007 - Aug 2010

I grew in this position from front desk secretary to bookkeeping for nine entities, gaining Quickbooks experience. My tasks included fiscal reconciliation, customer invoicing, vendor expense processing, and report generation. I worked closely with an external CPA to ensure GAAP standards were upheld and tax filings were timely. 💲 Quickbooks Pro Advisor I grew in this position from front desk secretary to bookkeeping for nine entities, gaining Quickbooks experience. My tasks included fiscal reconciliation, customer invoicing, vendor expense processing, and report generation. I worked closely with an external CPA to ensure GAAP standards were upheld and tax filings were timely. 💲 Quickbooks Pro Advisor