Terri Speid

I love helping businesses grow and profit! As a bookkeeper at Speidy Solutions LLC, I managed accurate financial records for multiple contractor-focused clients, reconciling accounts, processing payables and receivables, and delivering monthly financial statements to support informed decision-making. As a certified Quickbooks ProAdvisor, I implemented automated systems using QuickBooks online and third-party tools like dext and gusto, streamlined client workflows, and provided clear, personalized financial consulting. through this work, I helped clients reduce expenses by 10–20%, cleared up to six months of backlog bookkeeping in just 30 days, and maintained a 5-star satisfaction rating with over 90% client retention.

Managed high volume of client inquiries with average response time of 10 minutes.
Served as primary contact for key accounts, ensuring consistent client satisfaction.
Maintained accurate CRM records to facilitate follow-ups and generate performance metrics.
Resolved billing discrepancies while completing accounts receivable responsibilities with finance team. Strengthened vendor relationships to ensure timely delivery of services.
Utilized active listening skills to provide tailored solutions to client needs.
Acted as subject matter expert, advocating for client needs in cross-functional meetings.
Achieved strong client loyalty by reducing issue resolution time by 25% and improving first-call resolution rates by 30%.

Created standard operating procedures (SOPs) and optimized logistics workflows to reduce operational costs and improve inventory accuracy. Coordinated daily transportation and scheduling activities to ensure alignment with demand forecasts, enhancing overall supply chain efficiency. Conducted in-depth cost analysis, and led cross-departmental planning initiatives to streamline processes, improve collaboration, and support strategic decision-making. Key achievements include reducing logistics costs by 15%, increasing inventory accuracy by 25%, and improving on-time delivery rates by 30% through more efficient coordination and planning.

Served as a key member of the customer service team, processing high-volume order entries with accuracy and professionalism, while ensuring a smooth experience for hospital partners. Led initiatives that improved average handling time and boosted customer satisfaction scores through efficient service and clear communication. Trained new hires on CRM systems and customer support best practices, contributing to team readiness and service consistency. Key achievements include reducing average handling time by 30%, increasing customer satisfaction ratings by 20%, and playing a key role in onboarding and mentoring five new team members.

Delivered exceptional customer support by resolving 98% of inquiries on first contact, using strong communication and problem-solving skills to ensure a positive experience. Collaborated across departments by participating in cross-functional feedback loops, providing valuable customer insights that contributed to product and service improvements. Maintained high performance in a fast-paced call center environment while supporting customer retention and satisfaction goals. Key achievements include consistent top-tier performance ratings, recognition for first-call resolution excellence, and contributing to enhancements in customer service protocols based on frontline feedback.