Summary
Overview
Work History
Education
Skills
Certification
Timeline
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David Shaw

Yelm,WA

Summary

Dynamic QuickBooks Consultant with a proven track record at Dave Shaw Consulting, adept at customizing financial solutions and generating insightful reports. Skilled in data analytics and problem-solving, I streamlined operations, enhancing client satisfaction and driving informed decision-making. My expertise in financial modeling and effective communication has consistently delivered results.

Overview

20
20
years of professional experience
1
1
Certification

Work History

QuickBooks Consultant

Dave Shaw Consulting
04.2014 - 08.2022
  • Help businesses choose the right QuickBooks version, set up their company file, create a chart of accounts, and customize the software to fit their specific needs.
  • Provide training to users on how to effectively use QuickBooks for their daily tasks, including bookkeeping, invoicing, and reporting.
  • Identify and fix errors in QuickBooks, cleaned up company files, and resolve any issues users may encounter.
  • Generate customized financial reports, such as profit and loss statements, balance sheets, and cash flow reports, to help businesses track their performance and make informed decisions.
  • Tailor QuickBooks to the unique needs of different industries, such as retail, high-tech, or non-profits.

Business Manager

Pragmatics Technologies, Inc.
09.2012 - 04.2014
  • Managed operations to achieve timely and accurate delivery of goods and services for a semiconductor test equipment sales business.
  • Developed and implemented solutions for sales order discrepancies including analyzing data to pinpoint the source of discrepancies, including wrong product codes, incorrect quantities, or missing information.
  • Provided comprehensive accounting support by managing functions like payroll, accounts payable, accounts receivable, and business expense processing.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Performed quarterly and annual corporate tax filings for the business.

Associate Consultant

Fairweather Group
01.2011 - 09.2012
  • Work with a QuickBooks Pro Advisor to help businesses choose the right QuickBooks version, set up their company file, create a chart of accounts, and customize the software to fit their specific needs.
  • Provide training to users on how to effectively use QuickBooks for their daily tasks, including bookkeeping, invoicing, and reporting.
  • Identify and fix errors in QuickBooks, cleaned up company files, and resolve any issues users may encounter.
  • Generate customized financial reports, such as profit and loss statements, balance sheets, and cash flow reports, to help businesses track their performance and make informed decisions.
  • Tailor QuickBooks to the unique needs of different industries, such as retail, high-tech, or non-profits.

Busines Manager

Lambert Capital Management
01.2003 - 01.2011
  • Designed systems for automating and streamlining the full range of business and operational processes for an asset management company, including the areas of management of client portfolio holdings, asset allocation models, client billing, production of quarterly reports, month-end close, and annual reporting to the California Department of Corporations and NASD, thereby contributing to the tripling of assets under management in just four years.

Education

Bachelor of Arts - History

University of California, Santa Barbara
Santa Barbara, CA

Skills

  • Customer relationship management
  • Business planning
  • Data analytics
  • Issue resolution
  • Operations analysis
  • Public speaking
  • Verbal and written communication
  • Problem-solving
  • Reporting writing
  • MS office
  • Forecasting and reporting
  • Financial modeling

Certification

Emergency Medical Technician (EMT)

Cave and Jungle Rescue Level I & II

CPR and AED certification

FEMA Civilian Emergency Response Team (CERT)

NAUI Certified open water diver

Timeline

QuickBooks Consultant

Dave Shaw Consulting
04.2014 - 08.2022

Business Manager

Pragmatics Technologies, Inc.
09.2012 - 04.2014

Associate Consultant

Fairweather Group
01.2011 - 09.2012

Busines Manager

Lambert Capital Management
01.2003 - 01.2011

Bachelor of Arts - History

University of California, Santa Barbara

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