Quickbooks Pro Desktop or Online help to get you books ready for taxes, this year or past.
I am the QB fixer and I will help you learn to maintain and review your books! I have attorneys, realtors, dentists, chiropractors, salesmen/women, painters, artists, tattoo artist, coaches, functional medical doctors and more, as clients, all available for referrals and references.
OBJECTIVE: To incorporate my skills in accounting, business coaching, project management & 38 years of finance to bring balance to your company.
Let's get your books caught up for the CPA &Tax season! I have experience with QBO, QB desktop and many other softwares.
We can do most of the work remotely or I can come to your office.
EDUCATION:
Red Rocks College: Accounting
Devry Institute of Technology: Computer Programming
Trinity School of Natural Health: Naturopathic Doctorate (WIP)
Coaches Training Institute: Co-Active Coach
Clayton College of Natural Health: Natural Health Degree
Colorado School of Healing Arts: Certified Massage Therapist
EXPERIENCE:
Design Systems LLC -- 2014-Present - Self Employed Accountant, Business consultant & Coach
My Boulder Rental -- 2012 to 2014 -Property Manager, Developer, Project Manager,
Accountant, Marketing, Sales, Web Design,
Murphy's Wellness Center-- 1998 to present (Owner) - Massage Therapist,
Aroma-therapist, Reiki Master, Naturopath, Certified Biofeedback
Specialist, Auricular Therapist, Marketing Director, Accountant
Spa in the City -- 1997 to 2007 (Owner/Partner)- Massage, Naturopath, Homeopath,
Biofeedback Specialist, Marketing Director, Accountant
Bookkeeper for Dr Mick Ruxin -- 2005-2010 -- Reconciliation of all accounts
Real Estate Broker -- 2006 to 2009 -- ERA Tradewind
Star Power -- 2006 to 2007 -- Global Event Planner for Realtors, Marketing
ExcelStor Technology, Inc.
-- 2002 to 2006 - Financial Accounting Manager
Burrito Kitchens -- 2001 to 2003 - Financial & Office Manager
Pearl Auto Body -- 2001 - Office Manager & Bookkeeper
New Beginnings Design Consultants - 2000 to 2001 (Owner/Partner) - Interior
Designer & Owner, Marketing Director, Accountant
Manhattan Grille -- 1999 - Full Charge Bookkeeper & Restaurant Consultant
Strings & Ciao Baby Restaurant -- 1990 to 1999 - CFO, Banquet & Human Resource Manager
Elephant Bar Restaurant -- 1987 to 1990 - Manager, Bookkeeper
SUMMARY OF
QUALIFICATIONS: I have been a bookkeeper/accountant for over 38 years working in restaurants, corporations, for individuals, for doctors and in my own business.
I am currently self- employed and do accounting, and coaching.
I am a Quick Books Pro and help people with their books, do their books for them and/or teach them to do their own books.
I am very detail orientated and an excellent project manager.
I am very people orientated and can work with just about anyone.
Let's get your books in order so you can file your taxes!
INTERESTS & ACTIVITIES:I was a philanthropist with Share Our Strength for 8 years.
Publishing 5 cookbooks, organizing a 60 mile bike ride for hunger and coordinating the Fine Dining Area in the Taste of Colorado and was voted 1 of the 100 top volunteers for Volunteers of America.
These are a few of my many accomplishments as a volunteer.
I am an experienced traveler and I am an avid outdoorswoman, including helicopter skiing, hiking, biking, paddling and backpacking.
I have been a Rotarian and was a Longmont Chamber of Commerce member for 10 years.
Ambassador of the Year 2011.
Artist.
Detailed list of skills:
Set up bookkeeping and accounting systems for new businesses and corporations creating a replicable profitable business.
QuickBooks Accountant expert.
Taught small companies to do their own books with a quarterly review by me.
Managed $10 million draw for two buildings, 30,000 sq.
feet and managed the project with the General Contractor to build, chose flooring, cabinets, granite, digital thermostats, boilers, HVAC.
.
.
and so much more.
Sales and marketing for luxury CU hill rentals of 50 apartments.
Zero vacancy 3 years straight.
200 Beds.
Average room rental of $1000 ++.
Managed a maintenance crew for four properties, 50 apartments, 200 tenants.
Marketing, SEO, social media, built and maintained the websites.
Sales taxes for city and state.
Assist with trades for current client.
Property Manager - Accountant for 200 apartments on the hill in Boulder for 3 years.
Monthly, quarterly and annual financial statements and reports
Income and expense statements -- current period, year--to-date, and year-over-year comparisons
Balance sheets and Profit & Loss statements
A/R and A/P (accounts receivable and accounts payable)
Daily deposits
Collections
Bank Reconciliations
General Ledger
Monthly Cash Flow Spreadsheet
Monthly or quarterly sales and use tax returns
Budgets
Payroll preparation and payroll checks, taxes and deposits
Payroll 941, 940 and State withholding taxes
Quarterly payroll tax and reports
EFTPS registration and set-up
W-2's, 1099's for year-end payroll
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