Dynamic Owner/Operator with a proven track record at Phillips Bookkeeping, excelling in operational efficiency management and client engagement strategies. Achieved significant revenue growth through effective financial analysis and relationship management, while fostering a positive work environment that enhanced employee retention and satisfaction. Skilled in payroll processing and adept at addressing client needs promptly.
Overview
40
40
years of professional experience
1
1
Certification
Work History
Owner/Operator
Phillips Bookkeeping
12.2025 - Current
Managed day-to-day business operations.
Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.
Increased customer satisfaction by providing high-quality services and timely communication.
Trained and motivated employees to perform daily business functions.
Put together realistic budgets based upon costs and fees for successfully operating business.
Kept all building areas and equipment functional and well-organized to promote business performance.
Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
Optimized inventory management systems to reduce waste, improve stock turnover rate, and minimize out-of-stock occurrences.
Monitored staff performance, providing final-say assessment over inquiries.
Employed prompt decision-making and in-depth research to resolve issues.
Managed financial operations effectively by implementing stringent budget controls and regular financial reporting procedures.
Oversaw end-to-end business processes to maintain proficiency and profitability.
Crew Leader
Augusta Landscape of Catalina Foothills
07.2024 - 02.2026
Trained employees in time management and proper ways to complete job duties.
Served as the primary point of contact between crew members and upper management, relaying important information as necessary.
Provided ongoing training and support for new hires, ensuring they were well-equipped to perform their duties effectively.
Monitored team members to verify work quality and address concerns.
Improved client satisfaction by effectively managing landscaping crews and ensuring timely project completion.
Collaborated with subcontractors to coordinate project activities, achieving seamless installation of hardscape elements such as walkways, patios, and retaining walls.
Owner/Operator
Homegrown Landscape and More, LLC
10.1997 - 05.2024
Assessed income and expenses and adapted plans to improve profit levels.
Maximized revenue by identifying new market opportunities and implementing targeted sales strategies.
Managed daily operations for optimal efficiency, streamlining processes to reduce costs.
Spoke professionally with customers regarding complaints, gathering all necessary information to make educated decisions and address issues.
Consulted with customers to assess needs and propose optimal solutions.
Successfully managed a team of employees, providing guidance, coaching, and performance evaluations to ensure optimal productivity.
Ensured regulatory compliance by staying informed on industry standards and maintaining accurate documentation for audits.
Served as primary point-of-contact with suppliers and contractors to achieve inventory expectations.
Evaluated business risks regularly to develop appropriate mitigation strategies aimed at minimizing potential negative impacts on the organization''s success/growth trajectory.
Improved customer satisfaction rates by prioritizing client needs and addressing concerns promptly.
Increased overall business efficiency by streamlining operational processes and implementing new technologies.
Exceeded revenue targets through effective marketing strategies and expanding product offerings.
Fostered a positive work environment that encouraged employee retention, professional development opportunities, and open communication channels.
Trained and guided team members to maintain high productivity and performance metrics.
Interacted well with customers to build connections and nurture relationships.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Managed purchasing, sales, marketing and customer account operations efficiently.
Assisted in recruiting, hiring and training of team members.
Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
General Manager
Shoneys South, Inc
05.1986 - 02.1997
Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
Managed budget implementations, employee evaluations, and contract details.
Managed budget development, forecasting, and financial reporting processes to track progress towards organizational objectives accurately.
Formulated policies and procedures to streamline operations.
Developed and implemented strategies to increase sales and profitability.
Increased overall company efficiency by streamlining operations and implementing innovative managerial strategies.
Developed and executed strategic plans for business growth and expansion, resulting in increased market share.
Implemented effective cost-saving measures to reduce overhead expenses without compromising quality or service.
Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
Established comprehensive employee training programs to develop skills, improve productivity, and maintain compliance with industry regulations.
Implemented operational strategies and effectively built customer and employee loyalty.
Analyzed market trends/data to identify potential opportunities for business growth within existing or emerging markets successfully.
Implemented robust inventory management systems to optimize stock levels and minimize waste/costs associated with excess product storage.
Addressed customer complaints and feedback with immediate action, turning dissatisfied customers into loyal patrons.
Spearheaded development of new market strategy, significantly enhancing brand recognition and customer base with innovative advertising campaigns.
Developed and executed comprehensive employee training program, elevating staff skills and improving service delivery.
Boosted employee retention by developing comprehensive benefits package and fostering positive work environment.
Education
Associate of Science - Psychology / Accounting (minor)
Ashford University
San Diego, CA
07-2020
Skills
Operational efficiency management
Client engagement strategies
Financial analysis
Client relationship management
Operations management
Financial reporting
Relationship management
Documentation and reporting
Payroll processing
Certification
Intuit Quickbooks Pro Advisor Certification
Timeline
Intuit Quickbooks Pro Advisor Certification
02-2026
Owner/Operator
Phillips Bookkeeping
12.2025 - Current
Crew Leader
Augusta Landscape of Catalina Foothills
07.2024 - 02.2026
Owner/Operator
Homegrown Landscape and More, LLC
10.1997 - 05.2024
General Manager
Shoneys South, Inc
05.1986 - 02.1997
Associate of Science - Psychology / Accounting (minor)