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Skills

  • Accounting
  • Management
  • Controller
  • Financial Analysis
  • QuickBooks
  • Training
  • Banking Industry
  • Cost Accounting
  • Process Design
  • Accountability
  • Banking
  • Benefits
  • Budgeting
  • Business Planning
  • Communication Skills

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Services

  • Business Planning

    $85/hr Starting at $170 Ongoing

    Dedicated Resource

    Meet the client where they are in the business planning process whether it is a new business, expansion or change. Fill in gaps by making suggestions based on an analytically driven model for the business...

    AccountingBanking IndustryBudgetingBusiness PlanningController
  • Operations Management

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    Understanding how the business operates as a whole is important but as an operations manager it is essential that you can see the relationships between the functions and how they roll up to affect the...

    Communication SkillsManagementOperations ManagementRelationship ManagementSystems Engineering
  • Controller & Admin/ Team Manager

    $85/hr Starting at $170 Ongoing

    Dedicated Resource

    A Controller needs to focus on the whole picture while still staying in the details that are paramount to the organization. In a Controller role I focus on the team, whomever that is made up of, the complete...

    AccountingBanking IndustryControllerCost AccountingFinancial Analysis
  • HR Management/ Team Coordinator

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    In small organizations the accountant/ controller typically gets to take on this role when the organization does not have a defined HR area however, as an HR manager in a defined position its essentially...

    AccountabilityAccountingBenefitsCompliance ConsultingController
  • Training

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    Computer training from basic overview to on Microsoft Windows to Intermediate on Excel and Advanced on Quickbooks. Training also includes policy and procedure documentation and process gap identification...

    MicrosoftMicrosoft ExcelMicrosoft WindowsProcess DesignQuickBooks
  • QuickBooks Proadvisor

    $75/hr Starting at $75 Ongoing

    Dedicated Resource

    Certified to provide QB Desktop and Online Services from data entry and management of data using QB Certification training to financial statements using my Accounting degree and 30 year experience. Also...

    AccountingBankingConstructionData EntryData Management

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About

Starting with courtesy and integrity, we provide reliable, efficient, accurate, legitimate professional solutions that achieve remarkable results.

My accounting career began in a manual bookkeeping environment in a wholesale customer service industry twenty four years ago. I have enjoyed working in the customer service and accounting fields ever since!

My diverse background includes bookkeeping, tax preparation, banking, training, office management, County treasurer (tax) clerk, rental property management, and sole proprietorship ALL prior to and during completion of a Bachelors' Degree from Colorado State University in Business Administration - Accounting. Since completion of my degree I have obtained additional experience in Public Accounting in tax, write up, financial statement preparation, budgeting, audit, fraud and internal audit. I have further expanded my knowledge as a Controller and Human Resource Director in the advertising industry. Additional industries for which I have expertise through service are not for profits, construction, local government, technology, banking, lawn maintenance, landscaping, manufacturing, advertising, and health insurance. I have achieved my Certified Internal Auditor (CIA) through The Institute of Internal Auditors and Certified Fraud Examiner (CFE) through the Association of Certified Fraud Examiners designations along with Competent Communicator (CC) through Toastmasters International. I have extensive experience and expertise in reviewing processes, identification of risks and controls, and bridging process gaps.

I believe proper communication is the key to relationships and will make every attempt to achieve effective communications at every level within an organization.

Work Terms

Typically office hours are 9AM - 3PM EST Mon - Fri or as agreed upon. Hourly price range varies by service. Project pricing, including monthly, quarterly, bi-annual and annual, is also available depending on type of services agreed upon. Engagement letters are required.