Bio I am a 27-year accounting veteran with specialties in tax, accounting systems, and project / federal contracting. Previously I was a controller/CFO for Fortune 500 and Washington Technology 100 companies. I am a U.S.-based CPA with licenses in Maryland & Washington DC, with reciprocity in Virginia. I am a principal at the public accounting firm of Nathaniel Jacobson LLC CPAs headquartered in Bethesda, Maryland and am a Quickbooks ProAdvisor and a Xero Certified Advisor. Services I pair innovative cloud based accounting products with sensible business advice that yield proven advantages to clients in even the most demanding circumstances. The firm's bookkeeping, accounting, payroll, and tax software is built on the Xero and Quickbooks Online web platforms, which means it is available anytime and anywhere you need it--at an economical cost. Or I can work with your accounting software of choice; I have experience with Oracle, SAP, Microsoft Dynamics, Deltek GCS Premier, Deltek Costpoint, and a number of small business accounting solutions. I can also support payroll requirements; the firm specializes in ADP and Intuit payroll solutions. For tax clients I take a holistic approach to their financial situation, using the tax return as a guide. I examine the tax implications of financial decisions and events (big or small) and advise and help clients understand how their business and finance decisions affect their overall financial plan. I identify and address areas that require immediate attention based on prior year returns while also anticipating new strategies and tax planning opportunities. Project accounting or federal contracting clients benefit from my extensive knowledge of Cost Accounting Standards-compliant cost structures, Federal Acquisition Regulations, forward pricing proposals, disclosure statements, incurred cost detail, cost and pricing proposals and audits, General Services Administration schedules, and Small Business Administration 8(a) programs.
Accounts Receivable Management Job Cost Overview
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• Certified Public Accountant • Graduate of the Stern School of Business at New York University • Started career at the Big Six public accounting firm, Price Waterhouse LLP • Twenty Years of Finance, Accounting and Auditing Experience • Experienced in the e-Commerce, Internet, Direct Mail, Publishing, Entertainment, Consumer Products, Energy, Internet, Pharmaceuticals, Publishing and Real Estate industries
We help small business owners make more money and spend less time on their business through our bookkeeping services and also training in all versions of QuickBooks, Xero, AccountEdge. We also help construction contractors increase their profits and get paid faster through our job costing and billing services. We also provide full-service payroll including Davis-Bacon Certified Payrolls. We also provide technical assistance and support with Macintosh and Windows computers.
My career focus has been in Human Resources & Management Administration. With the experience I have obtained in these areas, I've branched out to run my own business focusing on Virtual Business Solutions for the Small Business sector. In my experience working with start-up companies and small businesses (100 employees and under), key positions that enable a small company to move forward and grow their business remain unfilled due to the lack of capital to pay for full-time personnel or office space. Such positions include, but are not limited to: Executive Assistant, Office Manager or Human Resources Manager. More times than not, leaving these positions to be covered by inexperience persons lead to expensive legal problems and negatively impact the business model. We at Hamilton Virtual Business Solutions ("HVBS"), can assist with the problems associated with this lack of coverage. The costs & benefits realized in association with hiring HVBS will be evident within a short time after implementing our services. Critical skills of our employees are organization, time management, follow-thru and expertise One person running a business simply can not truly focus all their energies and primary talents in all areas necessary to grow and nurture their company. Owners and Managers should use their time wisely to focus on what they do best, in areas they have the most knowledge about - allowing them to grow their business. Stress can be detrimental when it comes to running a successful business. If an Owner or Manager is stressed by the many small details of running a business, the stress will show through in dealing with other employees, business partners, potential investors, customers, and in their own family life. You don't have to do it alone...Let us help you...Let us do what we do best - allowing you the time to do what you do best.
I am a pragmatic and highly motivated professional who always delivers. In my 20 years in business, I have enjoyed a varied career and I love learning new things. Freelancing allows me to do what I like best, learning new skills along the way. I began my career in finance and spent two years as an assistant accountant before moving into credit control for a further five. In 2007, I moved to customer service and became an award-winning customer service manager at the National Business Awards sponsored by Orange, which led to promotion to Head of Operations for a group of companies in the UK and Canada. It was during the last seven years in this role that I picked up the majority of what I've learned. I was ultimately responsible for HR, recruitment, customer service, technical support, development & IT and I worked alongside the Sales Director to deliver the sales and marketing functions. Since November 2011, I have administered Salesforce.com for three businesses and I see this as an extremely valuable tool in my bag.
Debi C. Agency Contractor
Dear (Business Owner/Potential Client): As a business owner myself for nearly 15 years, and having worked in the accounting field for almost 25, I believe I possess a unique perspective of what makes one (business/employee) stand out from the others. Professionalism, knowledge and a proven track record are all indicators of future success. In October of 2000 I accepted an offer to buy out a portion of the client list of my current employer and formed my own company, Blue Ridge Business Services. Over the next several years I expanded my client base, added a staff of 4, and quadrupled my revenue. In 2013 I was offered an interest in a client’s business and became the Managing Partner. My knowledge and experience includes: • Software (attached) • Payroll • Taxes – Federal, state and local • Insurance – Worker’s compensation, liability, personal property • Inventory • Management • Record keeping/document retention • Auditing • Development of standard operating procedures/best practices • Training/coaching • Budgeting • Government compliance • Licenses • Human Resources • Financial reporting • Organizational, time management and communication skills I have also worked with clients in a variety of fields: veterinary offices, vacation schedulers, fire departments, non-profits, spa managers and staffing to name just a few. Sincerely, Debi Choi Software Skills o GoToMeeting o Skype o TeamViewer o LogMeIn o Office 365 Online (Shared calendars and document management) o Outlook o Word o Excel o PowerPoint • Adobe PDF (Creating pdf fillable documents) • Dropbox (Document management) o VRM (“Virtual Resort Management” - Property management software) o RTR (“Real Time Rental” - Property management software) o Harms (Salon and spa management software) o Zoho (CRM, applicant tracking and invoicing) o EEmpACT (Staffing software) o Shiftboard (Event and shift scheduling) • QuickBooks Point of Sale • MAC o Facebook o Twitter o LinkedIn o HootSuite o WordPress
Financial accountant with 20 years experience. Heavily experienced in all areas of financial accounting and reporting. Have worked with multinational corporations as well as locally owned businesses. Worked on many large ERP accounting systems and QuickBooks. Reconfigured financial reporting and have done several ledger conversions between systems.
CORE COMPETENCIES Heavily experienced in excel, word, and power point. Strong technical writing skills and attention to detail. Extensive experience in financial management and project management Financial analysis and forecasting skills Project Management knowledge within finance and operations Operational and analytical management skills Exceptional communication and presentation skills Very experienced in financial accounting processes (financial statements, G/L, A/P, A/R, variance analysis, budget creation and monitoring) Human resource management experience
Dear valued clients, you are welcome to a committed service platform, I am a CIA from the USA, the Institute of Internal Auditors (the IIA). My Experience and Clients: I am specialized in providing financial / business consultancy services in various business areas including Procurement, Financial Management, HR, Governance and Accountancy. I have worked with multinational companies. My total experience in profession is 10 years. Currently, I am working with a US based multinational accounting firm Ernst & Young Global, USA. My Values: I believe in teaming, integrity, quality, professionalism and respect. I will always be in front hearing your concerns and to assure quality. I don't merely deploy your accounting records but work for delivering performance through a value addition. Services: With a focused experience in the following areas, transcend your business performance with me; having worked 10 years with multinational companies, I assure you service integrity and professionalism. Specific areas I am expert in as a professional auditor and accountant. - Financial Statements and Analytic (IFRS UK & GAAP USA) - Marketing: * Marketing management and financial planning * Market plans * Marketing and your Business - sensible "money spend" planning - Promote Your Sales Function and Analytic: * Market and sales - financial planning * Billing management * Customer management * Forecasting, planning and budget management Business Consultancy / Risk Management - Business Performance Improvement: Businesses face sustainability and growth issues, why? Because they lack a good business consulting activity behind their operations. Just doing accounting will not sustain or grow your business in this dynamic environment, today you have to consider many other factors to progress and excel, so take your mind beyond a simple accounting. Consider to grow your business with me, I'll provide you the following services: - Governance; I will be suggesting your business the standard organizational structure, staffing structures and committees, and policies and procedures your business needs to govern its operations. Further, how you will move on towards budgeting, planning and control. - Human Resource Management (HRM) and payroll management including HR manuals preparation, HR planning and suggesting you the best HR standard practices to be adopted for operational improvement in this area of your business. - Small business Start-Up planning; sound strategic planning for start ups, these businesses often fail to grow due to absence of an intact, sustainable business planning. A plan will always be intact only if it is prepared in full scrutiny of your business environment and analysis of local competition. - Procurement; I will be suggesting you how to streamline your procurement function to get a strong internal control over operations and costs. - Financial Management; I will be suggesting you how you can align your finance and accounting functions according to global practices and to get control against prevailing risks. People often lack best practices in these areas and their business growth is endangered. Once your financial and accounting planning is good, your business will sustain and grow.
Over the last 15 years I have been involved in the various aspects of accounting and bookkeeping ranging from small business entities to large manufacturing corporations in the Philippines I want to be involved in a team or organization where I can contribute value and at the same time demonstrate my skills and abilities.