Bio
Experience
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Heritage Accounting Services, LLC
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Chesterfield, Missouri, United States
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Chief Executive Officer
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Jul 2023 - Present
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Chesterfield, Missouri, United States
Heritage Accounting Services assists small businesses by preparing any financial statements or schedules necessary for management of operations as well as to aide with Federal and State tax return preparation. The firm can also use its expertise to provide assistance with necessary documentation ...
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Community Care Centers
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Ballwin, Missouri, United States
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Accounts Payable Manager
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Nov 2022 - Mar 2023
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Ballwin, Missouri, United States
Worked directly for the owners assisting with accounting issues and gathering information to satisfy due diligence checklists from potential buyers for some of this company's assets. Communicated with company vendors regarding outstanding invoices, worked with finance agencies regarding our ...
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Heritage Hospice Consultants, LLC
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Chesterfield, Missouri, United States
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Chief Executive Officer
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Dec 2021 - Dec 2022
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Chesterfield, Missouri, United States
Heritage Hospice Consultants works with its clients to improve their company operations. Services provided include operational evaluations, as well as financial, human resources, accounts receivable and marketing reviews. Other areas of operation include start-up planning and company sale review ...
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Crossroads Courier
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Maryland Heights, Missouri, United States
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Courier Driver
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Jan 2022 - Nov 2022
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Maryland Heights, Missouri, United States
Contracted through this transportation company to deliver packages/goods to individuals as accepted from dispatchers and via a mobile phone app. I had a Monday > Friday route delivering floral arrangements for a local grocery store chain as well as transporting other items each day after comp...
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Crossroads Hospice and Palliative Care
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Chesterfield, Missouri, United States
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Executive Director
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Dec 2019 - Nov 2021
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Chesterfield, Missouri, United States
Managed all aspects of site operations - General responsibilities were for oversight of this agency's business to include supervision of the hospice's Clinical, Support Services and Marketing Departments. This agency also provided palliative care services which this Executive Director ma...
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Heritage Hospice Consultants, LLC
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Wentzville, MO
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Chief Executive Officer
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Jul 2012 - Nov 2019
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Wentzville, MO
Heritage Hospice Consultants works with its clients to improve their company operations. Services provided include operational evaluations, as well as financial, human resources, accounts receivable and marketing reviews. Other areas of operation include start-up planning and company sale revie...
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Administrator
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Feb 2004 - Mar 2011
Managed Daily Operations Of This Independent Healthcare Provider. Responsible For Policies And Procedures, Budgeting, Accounting, H.R. And Federal/State Regulations Compliance.Ensured Completion Of Routine Hospice Reporting Requirements Including Medicare Cost Reports, Annual Missouri Census Survey and Federal/State Tax Reporting. Determined Strategic Direction Of Agency Advising Governing Body And Acting As Liaison With Other Company Partners.Closed Books, Prepared/Filed Final Invoices And Regulatory Reports For Hospice Organization.
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Director of Administration
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Jan 2003 - Feb 2004
Submitted Applications To Medicare And Medicaid For Agency Certification Developed Policy & Procedure ManualSet Up QuickBooks Accounting SoftwareDevised Billing Systems And ProcessesDeveloped Administrative ProceduresSet Up Systems To Capture Data For Internal And External RequirementsHired Staff To Prepare Agency For Business After Medicare Application Approval
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COBRO/Westar Corporation
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Earth City/St. Charles, MO
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General Accounting Supervisor
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Aug 1996 - Jun 2002
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Earth City/St. Charles, MO
Supervised A/P and P/R functionsSystems Administrator For Deltek Government Accounting SystemPerformed Systems Maintenance And Software UpgradesMember Of Implementation Team Responsible For Transitioning From DOS To Relational Database Software ProgramResponsible For Database Management in a Micr...
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General Dynamics Services, Inc
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Greater St. Louis Area
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Acccounting Specialist/Accounting Specialist Senior/Supervisor of Financial R...
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1986 - 1992
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Greater St. Louis Area
As Accounting Specialist/Accounting Specialist Senior :Responsible For Capital Asset Accounting Including General Ledger & Tax Depreciation.Installed Fixed Asset Software Program & Loaded Asset Data.Supervised/Performed Reconciliations Of Cost Pools Required For Government Contract Acctin...
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Education
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1985 - 1987Lindenwood University
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Missouri Southern State University
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