Accounting Bookkeeper

• Oct 2020 - Present

Bookkeeping accountant for a company that owns industrial manufacturing companies located both domestically and worldwide. Bookkeeping accountant for a company that owns industrial manufacturing companies located both domestically and worldwide.

Manager & Owner

• Sep 2007 - Jul 2022

Founded and built bookkeeping and office administration business. Maintained A/R, A/P, G/L, credit and collections, bank and transaction card reconciliations, journal entries, payrolls, petty cash and any other bookkeeping processes. Led conversions of multiple clients from paper-based to QuickBooks accounting; projects included analyzing existing workflows and client preferences to optimize software configurations to meet client needs. Completed prior-year automation projects to capture data for year-over-year comparisons and management. . Show less

Executive Assistant/Bookkeeper

• Jul 2017 - Oct 2020

Assisted the owner in running three companies: Berkshire Refrigeration, Walk-In on Wheels and the Ice House. Responsible for all accounting functions, managing technicians, oversee A/P position. Provided cash flow analysis and helping to secure strong customer ties, and keeping A/R viable during the Covid Pandemic. Worked with accountants in the final sale of The Ice House and the potential sale of Berkshire Refrigeration. Assisted the owner in running three companies: Berkshire Refrigeration, Walk-In on Wheels and the Ice House. Responsible for all accounting functions, managing technicians, oversee A/P position. Provided cash flow analysis and helping to secure strong customer ties, and keeping A/R viable during the Covid Pandemic. Worked with accountants in the final sale of The Ice House and the potential sale of Berkshire Refrigeration.

Office Manager/Bookkeeper

• Jun 2015 - Jul 2017

Client Services Manager/Bookkeeper

• Jun 2013 - Jun 2015

Manage all office administration functions for this non-profit organization serving 162 member companies nationwide. Oversee and ensure responses to all member and prospective member requests, including applications, renewals, welcome package delivery, general inquiries and member website support. Report to and support Executive Vice President and Board of Directors. •Contributing to orderly wind-down of Connecticut operations prior to pending 2015 out-of-state relocation. •Completed all planning, shipping and logistics for organization’s attendance at Las Vegas trade show hosting 4,000 visitors and participants. Participated in show, staffing booth to solicit and enroll new members. Project included ensuring sufficient promotional products and printed materials inventory. •Planned and ensured executional excellence of Annapolis, MD annual board meeting. •Collaborated with programmer and worked extensively with consultant to implement Microsoft 365 3E SharePoint; project included migration to Microsoft’s not-for-profit platform and processes. •Created organization’s first SharePoint-based virtual board meeting book, which is now used as an ongoing tool to keep the board members, in addition to committees updated with financial/policy updates monthly. •Implemented QuickBooks class-tracking process to allow for P&L reporting by activity and event. •Leveraged extensive bookkeeping experience to assist accountants and office staff in completion of 2013 and 2015 audits. •Implemented procedures for organization’s scholarship program, coordinating with schools and students to ensure timely processing and payment of awards. •Trained new bookkeeper and EVP on computer applications including QuickBooks and Word. •Analyzed the program Memberclicks and advised accountant and office staff on it's compatibility with QuickBooks. Show less

A/R and A/P Supervisor

• Jul 2006 - Sep 2007

Executed assigned bookkeeping responsibilities for this global leather manufacturer employing 350 people. Collaborated with Customer Service, Department Managers, Sales Representatives and clients to achieve company goals.  Reduced accounts receivable from $1.2M to $850K within months by implementing and executing aggressive collections and write-off activities.  Prepared books in partnership with Controller and Vice President for company’s successful sale in 2007. Executed assigned bookkeeping responsibilities for this global leather manufacturer employing 350 people. Collaborated with Customer Service, Department Managers, Sales Representatives and clients to achieve company goals.  Reduced accounts receivable from $1.2M to $850K within months by implementing and executing aggressive collections and write-off activities.  Prepared books in partnership with Controller and Vice President for company’s successful sale in 2007.

Accounting Manager

• Nov 2002 - Jul 2006

Advisor and internal consultant to owner of this Internet-based custom automotive accessories retailer, providing expertise in accounting, bookkeeping and cash management to facilitate ongoing company operations. Supervised sales staff to ensure quality customer service.  Led implementation of computer-based bookkeeping system, successfully migrating from paper-based process.  Negotiated payment terms with vendors to ensure availability of key inventory. Analyzed P&L performance and implemented strategies to improve margin, expense and profit performance. Show less