Clients
A diversity of clients spanning more than a decade consists of individuals and businesses entities with varying formation and organizational structures and includes general contractors, IT support experts, internet service providers (concierge, employee benefits, medical billing), real estate professionals (agents, brokers, developers, property managers), travel and tour operators, and a restaurateur.
• Reduced payroll costs over 90% by migrating to online service provider.
• Implemented strategies for streamlined procedures and paperless organization.
• Created digital handbook of accounting procedures to assist with data entry, check processing, and account reconciliations.
• Alerted merchant account providers of card processing errors, which resolved compliance issues, yielded a six-month fee refund, and reduced monthly charges.
• Automated data entry using spreadsheets to reconcile 15 months of activity and to improve accuracy and timeliness of financial reports.
• Systematically pared or eliminated nonessential or unused services, saving over $23,000 annually in banking, payroll, insurance, processing and other costs.