THINK: Team Assist Services, they DO Exist... here's the backstory

I'm an all hands on deck, Jill of All Trades, kinda gal. Professionally (and personally) quirky and fun-loving, my professional background has always afforded me the ability to learn, grow, and have a lot of fun along the way with very diverse groups of people.

Working "in industry" for my whole life, I decided to honor what my younger self always wanted me to be... an entrepreneur and teacher. (Yes, I actually said that in first grade, that I wanted to be an entrepreneur... Did I know what that meant? Absolutely not... but to this day all of the entrepreneurs and business owners I've studied and been enamored by, have forged their own path by honoring their dream.)

Applying technical skills to real life "adulting", while having a few laughs (at ourselves) along the way, is my tactic, and my outlet for my life's calling, being a teacher AND entrepreneur. Think Pivot Launch was created to deliver Team Assists to those business owners and entrepreneurial minds that need "boots on the ground" to get those administrative type tasks checked off the list in a timely, efficient, professional, and fun way.

Here's a glimpse into the background of a Jill of All Trades, like me.

Professional Summary

Experienced and detail-oriented bookkeeper with over 15 years in financial and administrative roles. Skilled in client relationship management, billing, reconciliation, and project coordination. Known for enhancing internal processes, maintaining high standards of accuracy, and fostering strong client rapport. Proficient in QuickBooks (Desktop & Online) and Microsoft Office Suite, with a proven record in client service and team collaboration.

Core Competencies

Process Improvement & Quality Control
Bookkeeping & Financial Reconciliation
Accounts Payable & Receivable
Financial Reporting & Analysis
Client Relationship Management & Team Building
Compliance Related Tax Filings
QuickBooks & Microsoft Office Suite

Professional Experience

Staff Accountant / Firm Administrator

Client Relationship Management: Served as primary client contact for the firm, handling onboarding and ongoing communications to ensure high satisfaction levels.
Process Development: Designed and implemented internal forms and client-facing materials to streamline data collection and onboarding, enhancing overall operational efficiency.
Billing and Collections: Managed billing operations and maintained outstanding collections performance, with less than 3% aging beyond 60 days.
Client Accounting Services: Established and led client accounting services, including monthly reconciliations, year-end financial clean-up, and QuickBooks setup (Desktop & Online).
Project Management: Coordinated and executed both short-term and long-term projects, ensuring adherence to deadlines and quality standards.
Marketing and Communications: Created and distributed firm marketing materials, including tax updates and service offerings, contributing to client retention and growth.

Marketing Analyst

Marketing Collateral Development: Designed email marketing campaigns and materials for executive sales initiatives, enhancing client outreach.
Portfolio Analysis: Analyzed student loan portfolios, assisting clients with consolidation options to optimize financial outcomes.

Office Manager

Managed administrative operations for a newly established office, including budgeting, reporting, and daily bookkeeping tasks.

Education

B.S. in Business Administration (Organizational Leadership)
Southern New Hampshire University – Manchester, NH
Graduated: 2006 | President’s List

A.S. in Business Marketing
McIntosh College – Dover, NH
Graduated: 2004 | Phi Theta Kappa Honor Society, Dean’s List

Technical Skills

Software: QuickBooks Desktop & Online, Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Adobe (Design Software), Various Billing and Client Management Systems
Accounting Knowledge: Financial Reporting, Government & Non-Profit Accounting

Professional Affiliations

New Hampshire Notary Public