TERESA ISAACSON
Richland,WA
Summary
Accomplished QuickBooks ProAdvisor and accounting coach with expertise in developing accounting procedures for nonprofit entities and small construction companies. Utilized advanced Excel skills and relationship management to optimize organizational efficiencies. Recognized for exceptional leadership and analytical capabilities in delivering educational programs that support student needs.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Board Treasurer
Pet Over Population Prevention
Pasco, WA
07.2020 - Current
- I act as the administrator for this nonprofit organization.
- I supervise data entry in QuickBooks and the reconciliation of financial, donor, and animal databases.
- I prepare monthly accounting reports for presentation to the Board of Directors using QuickBooks
- I coordinate with staff and maintain licensing for spay/neuter clinic
- I submit grant proposals, track all restricted awards, and prepare reports to grantors.
- I assist with fundraising activities and track all contributions in QuickBooks.
- All board members of this foster-to-adopt humane society are volunteers and unpaid
- Prepared and presented financial reports to the Board of Directors.
- Analyzed and monitored budget variances on a monthly basis.
- Developed and implemented financial policies, procedures, and controls.
Owner/Accountant
The IBIS Company, LLC
Richland, WA
01.2014 - Current
- I am an advanced-certified QuickBooks ProAdvisor and an alumnus of the Intuit Trainer-Writer Network.
- I provide accounting and QuickBooks training to small businesses.
- I offer coaching and file clean-up services.
- I train bookkeepers, small business clients, and nonprofit organizations.
- I often help QBOnline users with file structure, transaction categorization, payroll and report filing, account reconciliation, and financial report creation.
- I offer guidance on accounting principles and self-paced bookkeeping training courses online.
Financial Manager / Co-Owner
Isaacson Residential Services
Richland, WA
01.2010 - Current
- I analyze business operations, trends, costs, revenues, and financial obligations for this construction/remodeling proprietorship.
- I apply managerial accounting techniques to forecast cash flows and budget future revenues and expenses.
- I maintain all payroll records, calculate taxes, and prepare tax returns to comply with reporting and payment requirements.
- I reconcile accounts and use journals, ledgers, and computers to compile and summarize financial data. I also create managerial reports using QuickBooks.
- Managed accounts receivable and payable processes to ensure accurate reporting of financial transactions.
Lead Instructor, Business and Accounting
Charter College-Pasco, Prospect Education
Reno, NV
06.2009 - 08.2013
- This position included the planning, evaluation, and revision of curricula, course content, and methods of instruction for accounting and business courses.
- I prepared and delivered course work and lectures to undergraduate students on principles of accounting, QuickBooks, computer literacy, customer service, and operations management.
- I coordinated and assisted other instructors and support staff while developing a sense of teamwork to improve consistency and efficiency.
- I carefully prepared course materials, evaluated students' homework assignments, and papers.
- Being an auditory learner, I encouraged classroom discussions and cultivated accountability and professionalism in my students.
- I maintained office hours weekly to advise and tutor students
- I also recorded student attendance, grades, and other required records
- Received Employee of the Year – 2012 for my outstanding contributions to the Pasco campus
- The Success Strategies course, for which I created curriculum, is required for all new students
- This course effectively contributes to student retention through setting goals, discovering learning styles, developing computer skills, and understanding financial and information literacy
- The tutoring program for accounting and business students, that I initiated and operated, resulted in greater student satisfaction and completion ratings
- Maintained up-to-date records of student progress and attendance.
Education
Bachelor of Arts - Business Administration
Washington State University
Pullman, WA01.2013
Skills
- QuickBooks Online Advanced Certification
- Microsoft Office Proficiency
- Remote Collaboration Expertise
- Relationship Management with Donors and Volunteers
- Financial Analysis Skills
- Accounting Ledger Oversight
- Budgeting expertise
- Internal Controls
- Financial Obligation Management
- Advanced Excel Proficiency
- Regulatory Compliance
Certification
- NCCT – Certified Postsecondary Instructor, 12/2010
- Intuit – Certified Advanced QuickBooks Desktop User, 11/2011 to present
- Intuit - Certified Advanced QuickBooks Online User, 08/2015 tp present
Accomplishments
- Initiated member of the Intuit Trainer/Writer Network, 11/1019 to summer of 2024, when program sunset.
- Employee of the Year, 01/2012, For my outstanding contributions to the Charter College Pasco campus.
- Successfully assisted over 100 small business get going in QuickBooks and provide ongoing coaching as requested.
Keycharacteristics
- Critical thinker
- Listener
- Motivational speaker
- Strategic planner
- Trainer
- Writer
- Sensitive to problems
- Nurturer
- Skilled computer user
Affiliations
- Yoga, swimming, cycling, beach strolls and picnics are things I enjoy..
References
References available upon request.
Timeline
Board Treasurer
Pet Over Population Prevention
07.2020 - Current
Owner/Accountant
The IBIS Company, LLC
01.2014 - Current
Financial Manager / Co-Owner
Isaacson Residential Services
01.2010 - Current
Lead Instructor, Business and Accounting
Charter College-Pasco, Prospect Education
06.2009 - 08.2013
Bachelor of Arts - Business Administration
Washington State University
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