You'll get
Contractor Summary
Small Business Startups
Provide advanced bookkeeping services in QBO. Setup Chart of Accounts for both accounting and management goals. Discover and clean up errors and problems from prior bookkeeping attempts. Provide clean reconciliations. Provide financial reporting for executive team or owner.
Investment
Working for owner/investors of downtown commercial properties. Project estimation, construction management, conceptual design technical assistance, project organization and management services. Funding research, presentation development, capital raise administration, Proforma for loan application.
Administration
Closing and/or updating accounts (bank, credit card, online, insurance, utilities, phones), shutting down LLC, coordinating legal documents with attorney, coordinating tax documents with accountant, asset disposal, backup phone and computer photos, emails and files, organization.
Architecture
Hired on as Director of Operations I provided the CEO with financial and risk analysis of existing operations and contracts adherence along with creating reporting tools based on KPIs. Trained staff in industry best practices and basic contracts education. Improved use of existing project management software. QBO.
General Contracting
Started with GC at $6M/yr and transitioned business infrastructure from residential repair and maintenance to commercial contracting and development. In three years he had a $12M/yr company. Increased bonding capacity. Provided clean books & financials for Review and then Audit for SBA 8(a) certification. Performed major clean up of financial systems and managed the insurance, attorney and accountant coordination. Led the competitive bidding for local, state and federal projects up to $11M single awarded contract. QB Hosted Enterprise.
Trades
For a water well service company I helped the owner transition from paper based pricing model to digital system. Modernization allowed major clean up in finances, moving from $500k debt to $500k in the black in 6 months. Trained new staff. QB Desktop.
Trades
Roofing company changeover from father to son required modernization efforts to get invoicing both digital and online. Set up legal, insurance, credit accounts and other business requirements for transition. QBO.
Services
Why
My special power is being able to study and learn a new company, business or industry and then quickly adapt the business operations needs to meet a goal.
Who
You get results and positive outcomes in the form of diligence and creative problem-solving. My forte is tackling unique situations to achieve a specific goal. You get an analytical and organized mind, confident decision making, and honest communication.
What
You get two decades of operations, business management and administration experience, including profit and finance, risk and liability mitigation, analysis, budgets and contracts, negotiations, and governmental and regulatory compliance. I am computer savvy across platforms with a variety of standard packages and enterprise proprietary software. I will work with you, your accountant, and your lawyer, and get it done.
I Can Prove It
Standard resume, letters of recommendation, and reference phone numbers are available upon request. MIT SA+P Commercial Real Estate Analysis and Investment certificate 2021. BA 1999.