MY PROFESSIONAL BACKGROUND
My professional career has provided many opportunities to work in different roles that can be grouped into four categories such as bookkeeping, training employees, working with community groups, and in supervisory roles.
Bookkeeping taught me maintaining records of expenses and revenues can be a key to business longevity. For that reason, details do matter and accurate documentation is critical to a financially healthy business. I enjoy figuring out the problem when things do not balance, doing the research, checking everything again and the overall investigation to find the errors!
For employees, I created written procedure manuals to standardize procedures among team members, revised the training standards for new employees that reflect their new duties and what the expectations are, and training manuals for industry specific software. I also developed in-service training, new employee orientations and scheduled employees for off-site training courses.
I learned from the community groups that I have been involved with the value and power of a team to make lives and situations better. Bringing together individual experts can create a well-balanced team that can address multiple issues.
In my supervisory roles, I was able to bring my previous experiences together to supervise and coach others. One of the tasks I had as a supervisor was to provide statistical reports based on gathered data to show trends, changes, cumulative numbers by locations, individuals, and groups. The reports provided information for internal use, for other departments and the public containing critical operational information that had to be accurate and supported by data.
Putting it all together
Overall, my professional experiences has taught me to make sound decisions and solve problems based on facts, research, analysis, and confidentiality of the information. I provide accurate and objective documentation looking for long term solutions. The multifaceted experiences I have has provided reliable and trusted service to those I work with.
MISSION AND VALUES STATEMENTS
My mission is to provide modern bookkeeping services to my business partners bringing financial balance into their lives.
My values have always guided me in my professional and personal life.
- Honesty – Always conducting myself in a truthful and ethical manner
- Integrity – Doing the right thing
- Reliability – Being dependable and consistent in my actions
- Creativity – Thinking outside of the box to solve problems and make decisions
- Initiative – Seeing what needs to be done and getting it done
RELATED EDUCATION
- QuickBooks Online education courses:
- Certified QuickBooks ProAdvisor
- Bookkeeping Principals
- QuickBooks Self-Employed
- Introduction to QuickBooks Online for Accounts
- TSheetsPRO Fundamentals
- Payroll
- Intuit – Age of the Bookkeeper Virtual Conference – One day conference with topics that included the role of bookkeeping and how bookkeeping has evolved.
- Bookkeeper Launch – an intensive online course teaching bookkeeping skills and knowledge including education for starting a business.
MY INTERESTS OUTSIDE OF WORK
When I was around 10 years old, I started making clothes for my dolls, leading to a lifetime of sewing, be that needle crafts, home decoration projects, clothing, or quilting. I love the creative process and customizing these projects to make them uniquely mine.
Tracing my family genealogy began shortly after my grandparents died many years ago when I became the recipient of THE box of unidentified photographs and letters dated back to the nineteenth century. This journey of discovery did ultimately identify most of the pictures and letters and so much more. I found some surprises but nothing earth-shattering. But what I did find are ancestors going back many generations that I am proud to have descended from. Their lives, challenges and accomplishments have truly inspired my life and how I try to live it.
I love reading and feel that literacy is a core foundation everyone should have the opportunity to learn. For this reason, I volunteer as a reading tutor at a local elementary school during the school year. I look forward each week to meeting with my student for our reading time.
My two grown children who, with their spouses, have given me five beautiful grandchildren that bring so much love, fun, pride, and joy to my life.
I share my home with two cats, Madison and Jack, who seem to think they are my business partners!