Jacqueline Price

• Meet with clients through Zoom meetings to analyze the current status of their accounting software to recommend areas that need to be cleaned up to provide accurate financial reports for better decision-making. Also recommended additional or alternative software that would better fit their business needs and streamline data entry to save them time.
• Create new Scopes and Pricing for new clients
• Create new onboarding processes for new clients
• Re-organized Recurring Monthly Bookkeeping team of Directors and Managers:
• Implementing new processes and procedures to better align with client needs.
• Create SOP’s for both department as well as client work
• Reassign Bookkeepers to clients to match Bookkeeper skill level
• Worked with Owner to develop new pricing structure and procedures to prevent churn
• Started creating scopes of work for all client work to clarify client needs and what was expected of the Bookkeeper’s to do each month
• Re-scope work and pricing of existing clients to align with the actual work and time needed each month
• Create process for Bookkeepers for file cleanups and educate Bookkeepers on the steps needed
• Managed Top 30 clients:
• Reach out to clients on a regular basis to gain insight into their needs and how well the Bookkeepers were performing to reduce Churn
• Review Bookkeeper work of top 30 clients to ensure accuracy
• Provide guidance and assist in cleanup of file with clients
• Analyze financials, make recommendations for changes to provide clients with meaningful financials for their business
• Provide financial reports
• Educate upper management on how to run different parts of the Intuit Reseller/ProAdvisor program
• Assisted in setup and maintenance of Karbon Project Management software

• Developed and implemented internal controls to maintain accuracy and efficiency within the department. • Recommended appropriate accounting support for business activities to meet budgetary, billing and regulatory requirements. • Streamlined processes within accounting department through implementation of automation tools. • Trained new hires on company-specific accounting software and procedures. • Supervised accounting staff in daily tasks and ensured timely completion of financial reports. • Coordinated preparation of financial statements and reports. • Coordinated with external auditors during annual audits, providing necessary documentation as requested. • Developed standard processes and documentation for accounting operations. • Managed month-end closing process and consolidated financial statements for management review.

• Meet with clients through Zoom meetings to analyze the current status of their accounting software to recommend areas that need to be cleaned up to provide accurate financial reports for better decision-making. Also recommended additional or alternative software that would better fit their business needs and streamline data entry to save them time. • Top producer in sales of software, recurring monthly bookkeeping and projects. • Managed team of Accountants and Bookkeepers to perform ongoing monthly accounting and payroll for clients, as well as projects such as financial cleanup of clients' books or set up of clients' books.

• Meet with clients through Zoom meetings to analyze the current status of their accounting software to recommend areas that need to be cleaned up to provide accurate financial reports for better decision-making. Also recommended additional or alternative software that would better fit their business needs and streamline data entry to save them time. • Top producer in sales of software, recurring monthly bookkeeping and projects. Received an award from Intuit for doubling sales quota in a 6 month period. • Managed team of Accountants and Bookkeepers to perform ongoing monthly accounting and payroll for clients, as well as projects such as financial cleanup of clients' books or set up of clients' books. Kept team productive and on-task with a motivational and hands-on leadership approach. • Managed business finances, keeping operations on sound financial footing with careful supervision. • Fostered a positive work culture that encouraged innovation and collaboration among team members. • Adapted business strategy as needed based on changing market conditions or internal factors. • Set initial vision for company and stayed involved in day-to-day operations. • Oversaw daily operations, including marketing, sales, product development, and customer service. • Analyzed competitors' strategies to identify opportunities for differentiation in market. • Recruited hired, and trained team members to achieve company goals. • Developed creative ideas to position organization as industry leader. • Facilitated business continuity, negotiating contracts and agreements with partners. • Increased company revenue with improved marketing and customer engagement strategies. • Strengthened market position, leveraging industry knowledge and business acumen for success.