Bio
Credentials
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Essential New Skills in Finance
LinkedInDec, 2022- Apr, 2026 -
Become a Data Analyst
LinkedInJul, 2022- Apr, 2026 -
Become a Financial Analyst
LinkedInJul, 2022- Apr, 2026 -
Become a Corporate Financial Planning Analyst
LinkedInJun, 2022- Apr, 2026 -
Forecasting Using Financial Statements
LinkedInJun, 2022- Apr, 2026 -
The Business of Accounting
LinkedInFeb, 2022- Apr, 2026 -
Excel for Accountants
LinkedInAug, 2019- Apr, 2026 -
Excel: Introduction to Formulas and Functions
LinkedInAug, 2019- Apr, 2026 -
Project Management Foundations: Budgets
LinkedInJun, 2019- Apr, 2026 -
Project Management Foundations: Risk
LinkedInJun, 2019- Apr, 2026 -
QuickBooks: Advanced Bookkeeping Techniques
Lynda.comJun, 2019- Apr, 2026 -
Scrum: The Basics
Lynda.comJun, 2019- Apr, 2026 -
QuickBooks Desktop: Tips and Tricks
Lynda.comMay, 2019- Apr, 2026 -
QuickBooks: Setting up a Company File In Depth
Lynda.comMay, 2019- Apr, 2026 -
Project Management Foundations
Lynda.comFeb, 2019- Apr, 2026 -
Marketing on Instagram
Lynda.comJan, 2019- Apr, 2026
Experience
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Elite CFO Advisors Inc
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Idaho, United States
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Business Consultant
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Feb 2024 - Present
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Idaho, United States
Elite CFO Advisors, Inc. has an integrated approach which allows us to provide tailored solutions that address the specific needs and goals of each client. Whether you’re a startup looking to scale rapidly, an established company seeking to optimize your financial performance, or a business in transition, we have the expertise and resources to guide you every step of the way.Here’s how we can help serve your business:Strategic Financial Planning: Our team will work closely with you to develop a comprehensive financial strategy aligned with your business objectives. We will assess your current financial position, identify growth opportunities, and develop actionable plans to achieve your goals.Financial Management and Operations: From budgeting and forecasting to cash flow management and risk mitigation, we will provide hands-on support to ensure that your financial operations are efficient, transparent, and optimized for success.Financial Reporting and Compliance: Our experts will ensure that your financial reporting is accurate, timely, and compliant with regulatory requirements. We will handle everything from preparing financial statements to managing audits and liaising with external stakeholders.Tax Planning and Optimization: We will help you navigate the complexities of tax regulations and develop tax strategies to minimize liabilities and maximize savings. Our team will ensure that you are taking advantage of all available deductions, credits, and incentives.Business Advisory Services: As your trusted financial partner, we will provide strategic advice and guidance to support your decision-making process. Whether you’re evaluating investment opportunities, or planning for growth, we will provide the insights and expertise you need to make informed choices.
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Remington Recreational Water District
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Athol, Idaho, United States
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Chairman of the Board
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Aug 1999 - Present
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Athol, Idaho, United States
Remington Water District has grown from 50 to 400 customers. For the past 12+ years, as Chairman, we have achieved a $750k savings balance for future needs project and asset improvement. Currently we are overseeing a $3 million capital addition project which includes a new well and infrastructure improvements.
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Vice President Of Business Development
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Oct 2019 - Dec 2022
I foster business relationships with dealer/installers, independent Mfg reps, building owners and architects worldwide. I provide project management of suppliers, installers and building owners. After sales training and commissioning.In addition to the above responsibilities, I provided daily bookkeeping, monthly reporting, tax filings, and forecasting.
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USA Mfg Rep
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May 2019 - Oct 2019
LouverShade is an unique product that reflects natural light deeper into the workspace and/or living areas through the use of dual zones. Thereby, reducing energy costs, improving working conditions and creating a relaxing atmosphere.
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My Complete Accountant Inc
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Athol, Idaho
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Accountant & Chief Financial Officer Consultant
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Jul 2017 - Dec 2022
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Athol, Idaho
• Engaged in daily bookkeeping, emphasizing robust organization and meticulous attention to detail. Ensured seamless daily operations encompassing payroll, accounts payable, accounts receivable, financial reporting, and future finance forecasting. Employed advanced prioritization techniques to heighten efficiency, culminating in the achievement of streamlined financial records and operational success.• Filed quarterly sales tax, adhering to protocol and employing expert prioritization for optimal efficiency and regulatory compliance. The strategic approach resulted in timely and accurate sales tax filing, maintaining compliance with regulations.• Completed income tax filing for both personal and small business clients, ensuring compliance with regulations. Implemented efficient accounts payable and accounts receivable processes, streamlining financial transactions. Resulted in accurate financial records and improved financial management.• Executed comprehensive sales and marketing strategies, incorporating LinkedIn marketing techniques to expand outreach. Developed and delivered engaging presentations to prospective clients, enhancing communication and business visibility. Achieved increased client acquisition and improved brand recognition.• Implemented SEO and PPC marketing campaigns to optimize online presence and drive targeted traffic. Successfully managed email marketing initiatives, leading to increased engagement and conversion rates. Resulted in improved digital visibility and enhanced customer interactions.• Created compelling marketing materials to support promotional efforts and strengthen brand identity. Utilized project management skills to coordinate and execute marketing campaigns seamlessly. Contributed to cohesive branding and successful project outcomes.
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Scout
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Nov 2013 - Jan 2019
• created a website for each athlete• created a skills video• compiled game footage and created highlight film• composed and sent college coaches emails every month• monitored all communication between athletes and coaches• provide client support 24/7 to each athlete • monitor the athletes grades• answer college coaches questions• help the athlete and family search for the right college• help keep athlete and family focused on primary objectives• maintain all financial books• helped athletes through the recruiting process
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Owner
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Jan 1997 - May 2013
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Owner
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Jul 1991 - Oct 1995
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Education
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2015 - 2023Western Governors University
Bachelor's degree, Accounting and Related Services -
2013 - 2015North Idaho College
Accounting -
1991 - 1994North Seattle College
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1989 - 1991Liberty High School
Suggested Services
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Industry Focus. “Accounting”
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References
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