Experience

H.H. Morgan Enterprises, LLC

• United States
• Accounting
• 1 - 100 Employee

• President

  • May 2012 - Present

  CFO AdvisoryBookkeepingBusiness ConsultingDeltek Vision and Deltek Vantagepoint Consulting CFO AdvisoryBookkeepingBusiness ConsultingDeltek Vision and Deltek Vantagepoint Consulting



Full Sail Partners

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Principal Consultant

  • May 2014 - Feb 2022

  Deltek Vision ConsultingDeltek Vantagepoint Consulting Deltek Vision ConsultingDeltek Vantagepoint Consulting



Acuity Business Solutions, LLC (formerly Acumen Advisors)

• Sr. Consultant

  • May 2012 - May 2012

  Trusted Advisor for CRM, Finance and Operational concerns for clients across USA in service driven industries Trusted Advisor for CRM, Finance and Operational concerns for clients across USA in service driven industries



Acumen Advisors (formerly Innovative Solutions Group and Jewell & Assoc.)

• Sr. Consultant

  • Apr 2010 - May 2012

  I have earned a reputation for providing skilled and practical guidance in Deltek Vision Finance implementations. I have successfully completed well over 100 finance implementations from a variety of legacy systems for cash and accrual based financials. I have earned a reputation for providing skilled and practical guidance in Deltek Vision Finance implementations. I have successfully completed well over 100 finance implementations from a variety of legacy systems for cash and accrual based financials.



Jewell & Associates

• Software Development
• 1 - 100 Employee

• Sr. Consultant

  • Jan 2008 - Apr 2010

  -Primary responsibility is to guide clients through accounting/crm software implementation specializing in setting up efficient business processes for best time management. -Primary responsibility is to guide clients through accounting/crm software implementation specializing in setting up efficient business processes for best time management.



Kleinfelder

• United States
• Civil Engineering
• 700 & Above Employee

• Accounting Manager

  • 2001 - 2008

  •Managed day to day accounting operations including the supervision of staff for engineering firm that encompassed 6 offices in the southeast•Served as the software trainer for all employees on Deltek Vision •Instrumental in the negotiation, information gathering and selection of new contracts including and not limited to a software system, and new telecommunications (cellular, long distance and T-1s)•Completed all aspects of accounting and set up processes including but not limited to: billing, accounts payable, accounts receivable/ collections, journal entries/general ledger, timesheets, expense reports, bank reconciliation, payroll, direct deposit, quarterly taxes, w2s, 1099s, forecasting, job costing, assets, etc.•Worked closely with sales and marketing for accurate processes to CRM database including setting up and maintaining global reports and graphs•Lobbied to approve, directed and delegated responsibilities to volunteer team for first company wide Christmas party including the selection of location, entertainment, decorations, food and beverages



IP, Inc.

• Office Manager

  • 1998 - 2001

  •Worked in an interior horticultural firm that specialized in services to business customers handling all accounting processes•Assisted in the design and display of plants and decorations for events•Handled all AP, AR, GL, Payroll, Checkbook, etc •Worked in an interior horticultural firm that specialized in services to business customers handling all accounting processes•Assisted in the design and display of plants and decorations for events•Handled all AP, AR, GL, Payroll, Checkbook, etc



Carpet Gallery (Carpet One Retailer)

• Bookkeeper

  • 1995 - 1998

  •Worked on manual financials and moved accounting system to software accounting system•Experienced in dealing with inventory as well as retail environment•Performed closely with Certified Public Accounting firm to ensure properly maintained books•Accomplished with payroll, checkbook, general ledger, billing, customer orders, purchase orders, accounts payable, etc•Achieved and maintained excellent communication with operations and staff •Worked on manual financials and moved accounting system to software accounting system•Experienced in dealing with inventory as well as retail environment•Performed closely with Certified Public Accounting firm to ensure properly maintained books•Accomplished with payroll, checkbook, general ledger, billing, customer orders, purchase orders, accounts payable, etc•Achieved and maintained excellent communication with operations and staff



Equity Residential

• United States
• Real Estate
• 700 & Above Employee

• Property Manager

  • 1988 - 1995

  •Actually started as Leasing Consultant part time while in college and worked my way up in the industry for a variety of Real Estate companies.•Expert in managing apartment community portfolios including student housing, luxury communities, communities under going rehab, etc.• Responsible for marketing, sales, leasing, event planning, accounting, hiring and firing of staff, evictions, etc.• Attained high occupancies while maintaining strict qualification requirements •Actually started as Leasing Consultant part time while in college and worked my way up in the industry for a variety of Real Estate companies.•Expert in managing apartment community portfolios including student housing, luxury communities, communities under going rehab, etc.• Responsible for marketing, sales, leasing, event planning, accounting, hiring and firing of staff, evictions, etc.• Attained high occupancies while maintaining strict qualification requirements