InSource Business Consulting

With my extensive training and experience in accounting and office management, I can assist clients in setting up financial systems including creating the chart of accounts, correcting and building historical financials, performing CPA ready audits of data and documentation and design and implementation of finance department operations, procedures and policies. Prior to starting my own business, I gained over 15 years of experience supporting C-level executives and office management, primarily in high-technology start-up companies. In these roles, I have had the opportunity to learn about finance from the ground up, gaining expertise in Excel, expense management, internal audit and controls, contract negotiation and financial reporting. I have the following skills and experience: - Bill Dot Com Certified Expert - NetSuite AP, Reconciliation and Reporting - QuickBooks Desktop Expert - QuickBooks Online Pro Advisor - Sage AP, Reconciliation and Reporting - Xero Certified Advisor My specialties include the following: - Financial reporting, budgeting, variance, and ratio analysis using advanced functions in Excel, QuickBooks, and Sage (Peachtree) - Design and management of the request for proposal (RFP) and contract process for travel and operations partners - Design and implementation of cost-effective travel policies to promote consistency, fairness, traveler convenience and customer service - Design of travel and purchase request procedures to maximize efficiency and promote effective internal controls throughout the organization - Effective communication of procedures through VISIO and PowerPoint - Conversion of raw data into meaningful presentations, which can be utilized to intelligently inform business decision making.