Terri Fulmer

Accounting Specialist at The Howard Company Inc. - Nation's Leader in Drive-Thrus, Digital Displays and Menu Boards
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Contact Information
us****@****om
(386) 825-5501
Location
Oconomowoc, Wisconsin, United States, US

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Credentials

  • QuickBooks Advanced Online ProAdvisor Consultant
    Intuit

Experience

    • Accounting Specialist
      • Jun 2017 - Present

      My responsibilities include:--Operating Infor Syteline ERP software. I have worked Accounts Payable, but am currently in charge of Accounts Receivable, customer invoicing, lot tracking, and coordinating with the install team to complete orders.--Maintaining the master database for recurring billing customers and processing their contract invoices when due.--Participating in ongoing L10 EOS Team Meetings to improve office function, and working together to resolve issues that may arise.--Creating and implementing new billing procedures based on needs as the company evolves.--Monitoring and Analyzing in/out Freight costs as well as UPS and Freight bills for invalid charges, and filing damage claims as needed to recover loss

    • United Kingdom
    • Business Consulting and Services
    • 1 - 100 Employee
    • Independent Bookkeeping Consulting
      • Jun 2016 - Dec 2017

      -Met with clients to discuss goals and determine bookkeeping and organizational needs.-Evaluated current bookkeeping and office organization practices.-Developed and presented a strategy plan to improve office functionality-QuickBooks Online or Desktop:--New installations, upgrades, company data transfers, cleanup, and training. -Bookkeeping services. Frequency based on client’s needs:--Check runs, AP and AR entry, invoicing, reconciliation, write up, and payroll.-Office organization--Implemented an organized internal workflow to improve productivity.--Compiled a detailed job description and procedure manual.

    • Bookkeeper Office Manager
      • Oct 1991 - Jun 2016

      -Self-taught and implemented 3 change-overs in accounting software. Great Plains - Big Business - QuickBooks Desktop Premier.-Operated QuickBooks including AP/AR, invoicing, purchasing, and inventory control-Evaluated employee positions and implemented an organized internal workflow, effectively reducing costs by consolidating--resulting in increased productivity-Installed and maintained all IT functions of company's computer network including a remote location-Streamlined warehouse floor plan to improve functionality-Compiled detailed job descriptions manual, and trained the owner on all procedures

Education

  • QuickBooks Certifed Pro Advisor
    Advanced Online Certified
    2017 - 2020
  • MATC
    Office Management and Supervision, 3.7
    -
  • WCTC
    Real Estate, 4.0
    -
  • WCTC
    Dietetics and Clinical Nutrition Services, 3.7
    -

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