Biography

Results-oriented Account Managers with extensive experience partnering with both internal and external customers to understand requirements and deliver quality solutions on time and within budget. Proven track record for developing accurate financial reports, managing cash flow, and creating budgets to maximize profitability.  We are highly organized, pay attention to detail, and are client focused.  You can count on us to listen to what is important to you and your business. We have over twenty years of experience in addressing the needs of small businesses, entrepreneurs, and independent contractors. As entrepreneurs ourselves, we understand first hand what it is like to be a business owner.  We take pride in our desire to help you succeed in your business.

Key Accomplishments

  • Developed and managed $4,000,000 in new premium for small commercial accounts resulting in sales increase of 370%.
  • Collected $20,000 in unknown delinquent receivables.
  • Training and trouble-shooting for various company software programs enabling employees to learn new systems and perform more efficiently.
  • Increased efficiency and productivity of employees by creating and developing Standard Operating Procedure manuals resulting in a significant decrease of errors and an increase of internal and external client satisfaction.

American Institute of Professional Bookkeepers

Members of the American Institute of Professional Bookkeepers keeping us updated on the latest changes in the industry and continuously increasing our knowledge and expertise.