Accounting: QuickBooks Online, Desktop, and Cloud-hosted Enterprise Manufacturing v22 / SAGE 100, SAP & NetSuite familiar
Resourceful, tech-savvy accounting professional with experience across multiple industries. Adept in all areas of the accounting process including monthly closings, data analysis, financial reporting, budgets & forecasts, AP/AR and payroll. Proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Decisive and persuasive communicator with proven problem-solving, leadership and planning abilities.
As co-founder and senior accountant for Zen Books, I provide accounting, bookkeeping, tax reporting, payroll, HR, compliance, software integration/upgrade, general business management, year-end support, cloud data organization and project management services.
Recent industries:
Distilled spirit manufacturing ~ Aerospace and land defense (government contracts) ~ Cannabis Processing (Extraction), Producing (Growing/Cultivation) and Retail Dispensaries ~ Fast Food Franchise (15 locations) ~ Food production/manufacturing ~ Property management ~ Construction ~ Hotel group
House Spirits Distillery, now rebranded as Westward Whiskey, produces delicious, award-winning whiskey and spirits, such as Aviation Gin, which sold for 600 mil in 2020 and is now co-owned by actor Ryan
Reynolds
They also offer contract spirit manufacturing, bottling and storage services and run 3 retail outlet stores throughout Portland
Reporting directly to the CEO & CFO, my duties included data entry, analysis & reporting, monthly closings & reconciliations, forecasting, budget creation and adherence, team leadership & mentoring, vendor/client relations, cost control and reduction, supply chain oversight (incl
Import/export), and procurement raw goods and packaging
Notable Achievements:
Pilot Productions has an outstanding reputation for producing factual, entertaining television programming on subjects of travel, history, food, and sport. Its popular series, Globe Trekker (formerly Lonely Planet), has broadcast to millions of viewers in 40+ countries
Operating from a remote office in Los Angeles I both set-up and then independently ran ancillary products sales office handling all general matters of business for my office and communicating the results back to headquarters in the UK.
Responsible for company set-up and daily operations, I also did the bookkeeping, financial reporting & analysis, national & international trade show exhibiting, customer procurement, employee onboarding and management, budget tracking, sales forecasting, and product logistics. We succeeded in creating additional revenue stream at a time when physical media sales fell to digital.
Accounting: QuickBooks Online, Desktop, and Cloud-hosted Enterprise Manufacturing v22 / SAGE 100, SAP & NetSuite familiar
Productivity Suites: Google Workspace & Microsoft 365
Expense Tracking: Expensify, Billcom
Payroll: ADP, Paychex, Gusto, QuickBooks
Property Management: Yardi
Restaurant: Craftable, Square, Toast, Cake, UberEats, DoorDash
Collaborative: ZOOM, SLACK, SKYPE, BOX, TEAMS
Cannabis Industry: Distru, Metrc
Spirits Industry: Five x 5, Crafted ERP, Orchestrated Spirits, Whiskey Systems
Tax & Regulatory: TurboTax, QuickBooks, Lacerte, IRS EFTPS, Oregon's Frances & Dept of Revenue
Flowers / Gardening / Bees Snowboarding Aerial Acrobatics / Circus Arts Classic Cars Travelling Live Music Environmental & social causes