See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Rachel J. Roy is a seasoned professional with 13+ years of experience in various roles, including QuickBooks Online Cleanup Expert, Certified QuickBooks Pro Advisor, Business Administrator, Office Manager, and more. She holds certifications in QuickBooks Advanced Pro Advisor and Massachusetts Licensed Real Estate Salesperson. With expertise in budgets, payroll, project management, and customer service, she has worked with numerous organizations, including Intuit, Relyon Solutions LLC, and Valley Concrete and Construction, Inc.

Credentials

  • Certified QuickBooks Advanced Pro Advisor
    Intuit
  • Massachusetts Licensed Real Estate Salesperson
    Commonwealth of Massachusetts

Experience

    • QuickBooks Online Cleanup Expert
      • Oct 2019 - Present

      Working as Cleanup expert for all versions of QuickBooks Online. Teach new users all the ins and outs of the QBO features. Helps Clients figure out what documents and materials will be needed in order to proceed to a full QuickBooks Cleanup.

  • Rachel J. Roy Business Systems
    • Western Massachusetts
    • Certified QuickBooks Pro Advisor, Owner
      • Mar 2011 - Present
      • Western Massachusetts

      Small consulting firm, specializing in QuickBooks setup, troubleshooting and reports development for small businesses. Extensive troubleshooting and design and setup of QuickBooks accounting systems for small contractors as well as a variety of other small businesses. QuickBooks Online setup an...

  • Relyon Solutions LLC
    • Greenfield, MA 01301
    • Business Administrator
      • Dec 2012 - Jul 2017
      • Greenfield, MA 01301

      Hi Tech firm doing government contract work including programming and web design. Contracts management, payroll, payroll taxes and reporting, AP/AR, purchasing, Banking, account reconciliations. Maintenance of federal filing requirements, federal contractor documents, contract and insurance neg...

    • Office Manager
      • Sep 2013 - Apr 2016
      • Greenfield, MA

      Office Manager for busy construction firm specializing in New Homes, Remodeling, Repairs and Maintenance. See our website..... www.rgpenfieldandsons.com.

    • Office Manager
      • Apr 2009 - Apr 2010
      • Bernardston, MA

      Office manager for mid-size concrete construction firm. Written recommendation available upon request.

  • DHS FEMA
    • Region 1 (Northeast) and Region 4 (Southeast)
    • DAE Mitigation/Public Affairs
      • Oct 2005 - Mar 2010
      • Region 1 (Northeast) and Region 4 (Southeast)

      Served on several disasters, starting with Katrina in Alabama. Specialized in special projects and mitigation grant review. Spent several months on loan to the state of Alabama (AEMA) for special mitigation projects and the state of Maine (MEMA) as mitigation technical specialist. Loved the wo...

  • Shelburne Falls Independent
    • Shelburne Falls, MA
    • Consultant
      • Feb 2006 - Oct 2007
      • Shelburne Falls, MA

      Between FEMA deployments, general organizational work, photographer and writer for small community newspaper. Covered such topics as school board meetings, community spelling bee, Smartgrowth and zoning issues, Scenic Roads Program

  • On The House Builders
    • Shelburne Falls, MA 01376
    • Office Manager
      • Aug 1999 - May 2005
      • Shelburne Falls, MA 01376

      AP/AR, payroll/payroll taxes, marketing, advertising, graphic design, policy and procedures manuals, computerization of office functions, customer service, budgeting/budget reporting, insurance purchasing and rate negotiation, and dealing with subcontractors.

  • American Traders
    • Greenfield, Massachusetts
    • Director of Marketing/Retail Sales Manager
      • Jul 1995 - May 1999
      • Greenfield, Massachusetts

      Director of Marketing for international firm that designed and manufactured custom handmade wood canoes in Canada, for worldwide distribution. Set up trade shows, worked with company owner to design booths, purchased all retail products for sale in retail showroom. Responsible for design, produ...

  • ECOScience
    • Amherst, MA
    • Office Manager
      • 1984 - 1987
      • Amherst, MA

      2nd employee hired for startup biotech research and development firm. Started out as the cockroach colony czar, moved onto office manager, executive assistant. Did everything from cleaning refrigerators to international marketing and assisting in the presentation of the company which was purcha...

Education

  • University of Massachusetts Amherst
  • Colby College
  • Mount Wachusett Community College
  • 1969 - 1973
    St. Bernards High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles