Experience

• 

  Evergreen Books LLC

  • Tracy, California, United States

  • Accountant / Owner

    • Jul 2020 - Present
    • Tracy, California, United States
• 

  Peter Holtz CPA

  • Director of Systems and Client Success

    • Jan 2016 - Mar 2020

    Worked with over 200 small businesses, using Xero, Hubdoc, Gusto, OnPay and other cloud software needed to help our clients succeed. Responsible for converting QuickBooks clients, and onboarding new clients, determining their software/accounting needs, training them, and making sure their books ...

• 

  Epicor Software

  • Dublin,CA

  • Senior Product Analyst

    • Apr 2013 - Jan 2016
    • Dublin,CA

    Worked with Epicor ERP and Eagle Development teams to create new functionality and ensure quality of new software. Focus on accounting software modules; incorporating complete ERP system. Includes investigation of new modules/projects, writing specifications, working with programmers, quality a...

• 

  Holz Rubber Company

  • Lodi, California

  • Accountant

    • Jul 2012 - Apr 2013
    • Lodi, California

    Worked closely with CFO analyzing manufacturing variances and implementing procedures and projects. Monthly reconciliations and journal entries. Back-up to A/R & A/P. Used CorVu report-writing software to make the data visible for Management.

• 

  J. E. Higgins Lumber Company

  • Livermore, CA

  • IT Support, Analyst and Trainer

    • Aug 2003 - Jul 2012
    • Livermore, CA

    System administration of Epicor financial, order entry, and inventory control software system, which includes integrated Document Imaging, Delivery Tracking, and Warehouse Management software.

• 

  Fisco

  • Stockton, California Area

  • Director of Accounting and IT

    • Dec 1996 - Apr 1999
    • Stockton, California Area

    Managed 8-person Accounting Department and 2-person IT department. Fisco was an 8-store Farm & Home retail operation, which was bought by Central Tractor, who later closed all of the stores.

• 

  All Pure Chemical

  • Cost Accountant

    • 1992 - 1996

    responsible for costing of manufactured products and forecasting costs of future products. Key member of a team that trained users at all locations on the Lawson distribution system when it was first implemented.