Accounting / Office Manager

• Feb 2022 - Present

Bookkeeper

• Dec 2020 - Present

Maintain and manage all office operations, including bookkeeping and human resources. Complete, and maintain per regulations, all new hire paperwork for entire company including 401k and insurance enrollments. Accounts Payable / Accounts Receivable, including processing all lien paperwork as required per customer for non-payment. Manage all hourly employees’ timecards including geo-fence location tracking while on the clock through Exaktime. Complete all payroll processing for entire company (+/- 100 employees), including PTO management and tracking, and processing payroll related taxes (CO Withholding, Federal 941, child support, 401k contributions). Complete month end reconciliations through QuickBooks Desktop on all accounts and investigate/correct any discrepancies. Complete and submit all company year end and quarterly reports/taxes/payments accordingly, as well as process all employees W2's, and vendor 1099-NEC/MISC yearly. Work alongside Owner on all company liability insurance coverage and renewals, and request/issue Certificates of Insurance to all customers as required per contract. Also worked alongside owner on the yearly health insurance coverage and renewals. Maintain and renew all contractor licenses for all municipalities we work completed in. Pull and track all permits for each job and schedule all required inspections per job until completed and closed. Answer all incoming calls and handle / allocate as necessary. Handle all residential estimate scheduling and maintain company scheduling calendar. Ordered, tracked, and maintain all office supplies and electronics required for operations. Utilize daily: QuickBooks Desktop, Microsoft Outlook, Microsoft Word, Microsoft Excel, Google Drive, Google Calendar, Google Sheets, and Exaktime

Office Operations Manager

• Apr 2019 - Dec 2020

Maintained and managed all office operations, including management of two office personnel. Assisted with front office interview processes and all new hire paperwork. Monitored and approved payroll weekly via TSheets for office employees. Handled accounts payable and accounts receivable via company CRM and QuickBooks. Managed fleet tracking and fleet maintenance for all company vehicles. Managed and monitored scheduling and dispatching of 5 technicians around the Greater Denver Area, and handled all escalation calls as needed. Managed and controlled all commercial properties, rental properties, and management company clients. Maintained all contractor licenses for all counties UHC operates in. Managed and monitored all new install paperwork and scheduling, including Wells Fargo/financing paperwork, permit applications and city inspection scheduling, equipment verification and availability, and all rebate paperwork. Utilize on a daily basis; Microsoft Outlook, Microsoft Excel, Microsoft Word, QuickBooks, CRM Service Titan, Google Sheets, Google Drive, and iCloud.

Office Manager

• Apr 2017 - Nov 2018

Solely managed office responsibilities. Controlled accounts receivable and accounts payable via QuickBooks. Completed all new hire paperwork, processed drug screening and ordered background checks. Coded all time sheets and processed employee payroll. Processed employee benefit enrollment. Processed and monitored all credit card/Sunoco card purchases made by managers and foreman. Completed month end for all vendors statements, Sunoco card statements, and credit card statements. Liaised with sister branches, clients, vendors, and external accountants. Responsible for keeping fleet up to date with registrations and maintenance. Maintained all billing via QuickBooks. Customer Service. Utilized multi-line phone system, QuickBooks, Microsoft Outlook, Word, and Excel on daily basis. Data entry via CRM Insightly. Processed all liens via ZLien in an accurate and timely manner, per job as needed. Ordered all office supplies for two separate offices.

Office Manager

• Jun 2015 - Apr 2017

Maintained all duties of the office solely. Answered incoming calls and direct or assist accordingly. Maintained and processed all paperwork, including new job files, records of receipts, 1099 sales paperwork and subcontractor packets. Customer service communication to all clients via Outlook and telephone. Controlled accounts payable and accounts receivable. Maintained all billing via QuickBooks. Ordered and made payment on permits per city, per job. Kept track of all job statuses and ordered inspections as needed, per permit. Coordinated with insurance companies on a daily basis for updates on supplements and payments. Submitted supplements to insurance companies, per job. Maintained hard copy files, as well as electronic files via CRM Stagistics. Data entry via Excel, Stagistic, and Quickbooks

Office Manager

• Jul 2014 - Mar 2015

Managed office solely. Planned and managed day to day operations. Analyzed and organized work processes and procedures. Interviewed and processed all new hire paperwork. Directed, allocated, and monitored pallet resources. Processed payroll via Oracle for 100+ employees. Controlled accounts payable and accounts receivable. Maintained all files, per customer, per fiscal year. Assisted corporate office with month end closing. Scheduled all deliveries and managed all paperwork for next day shipments. Liaised with partners, vendors, clients and external accountants. Maintained positive control of assets and inventory. Maintained direct communication and open channels with vendors, contractors and customers alike.

Office Manager

• Nov 2010 - Jul 2014

Managed the office solely from 2012 - 2013, then managed an additional office of two. Shipping and receiving. Controlled accounts payable. Answered incoming calls and assisted/transferred accordingly. Maintained Inventory of three warehouses using Microsoft Excel. Created spreadsheets to make keeping track of shipping/receiving/appointments more effective and less time consuming. Customer Service via Lotus Notes and telephone. Data Entry via AS400. Scheduled appointments for next day pickup of shipments from three warehouses. Ordered containers with specific product based on the inventory on hand. Ordered and maintained all office supplies.