Experience

Goodspeed Merrill

• United States
• Law Practice
• 1 - 100 Employee

• Accountant

  • Jul 2022 - Present



Priority Plumbing & Heating

• Littleton, Colorado, United States

• Office Manager

  • Sep 2021 - Mar 2022

  Managed day-to-day duties, including financial procedures, administration systems and compliance matters. Led the execution of accounts receivable, ACH payments, credit card processing, and full cycle accounts payable. Presented accurate reports to management. Assisted customers with issues/complaints to maintain long-term relationships. Reconciled daily credit card batches as well as daily/monthly bank statements. Worked with insurance agent to obtain necessary certificates of insurance for new clients. Help techs with their weekly commission sheets. Led the process of interviewing and hiring new office staff. ● Processed a weekly payroll based on commission for up to 15 techs and office staff. Show less



ProCorp Images, Inc

• United States
• Advertising Services
• 1 - 100 Employee

• Finance Manager

  • Dec 2019 - Aug 2021

  In my current position, I oversee a wide range of financial procedures. I ensure accurate and thorough administration of systems and guarantee adherence to statutory and compliance obligations. Alongside executing full cycle accounts receivable, ACH payments, credit card processing, and admin accounts payable, I administer payroll procedures and generate monthly Sales & Use tax reporting. I also reconcile daily and monthly banking as well as month-end and year-end closing, and end-of-year 1099 processing. Senior leadership benefits from my exceptionally well-prepared and presented financial reports. • Additionally, I direct daily activities as Office Manager, supervising staff, implementing and maintaining procedures, and driving efficient office administrative systems. Show less



Centennial Financial Management, Inc

• Castle Pines, CO

• Owner/President

  • Jan 2002 - Dec 2019

  The majority of my career has been dedicated to managing my own portfolio of clients, providing full-service accounting and bookkeeping. For this diverse client base, I delivered a comprehensive accounts management service with some services noted below. I managed ledgers, produced balance sheets and income statements, and recorded and maintained financial transactions. I updated and maintained general ledgers, reconciling entries into accounting systems and monitoring the accuracy of transactions and deposits. I leveraged knowledge of local laws to guarantee compliance with reporting requirements and completed payroll processes, preparing monthly sales tax filings and also payroll tax filings. I also managed accounts receivable, accounts payable, and reconciled monthly bank accounts, performing accruals and closing books each month. • Delivered reliable and accurate services and reports across multiple clients guaranteeing up-to-date books and financials, supporting efficient and timely processes for tax preparers to complete tax returns. • Cultivated strong relationships with vendors and clients to swiftly resolve arising issues with billing and invoicing. • Aligned with business owners, CFOs, CEOs, and CPAs, supporting clear communications for information-gathering to facilitate insightful monthly, quarterly, and year-end business decisions. Selected Client Highlights: • Healthcare Offices • CPA Office • Advertising Agency • International Beverage Importer • Municipal Law Firm - Compiled fee billing in PCLaw software. - Facilitated design of monthly compensation spreadsheet for Partners, enabling efficient calculating of gross pay for Special Counsel Agreements. - Conducted 401(k) reporting and filing of 5500. - Completed Annual Use Tax filing and Workman's Compensation Audits. - Executed HR duties related to new hire processing, insurance, and 401(k) documentation. Show less