I will take away your stress, which will allow you to take control and grow your company into the success it is meant to be!
My desire is to provide outstanding service to your small business! Not only in bookkeeping, but in payroll & help in managing your customer payments. If you are starting a new business, it can be overwhelming, but I can help there too, I will travel on this journey with you. I will get you organized and help keep you organized. Numbers and organization are my middle names!
To me, bookkeeping is more than just processing transactions, it is providing quality information and building trusting relationships that will grow as your business grows. We will work together, starting at our initial consultation!
The relationships I have with my clients, I treasure dearly. Communication is the foundation of any successful relationship. I strive to provide excellent customer service from day one, to listen and to acknowledge my clients needs and troubles!
I value Charity, the act of giving back. In this time of employment unrest, and as my company grows, I want to provide employment opportunities to those lacking experience, or even have too much, to those that want to learn and to those that have a great deal yet to give.
I am an animal lover, a “crazy dog lady” if I must say. My greatest pride is the non profit organization I founded in 2013 “In Memory Of Maggie May, our sweet girl whom we lost to cancer. Our mission in her name, is to financially help pets in need with the extraordinary vet costs that they are faced with.
My eagerness to organize started at a young age of 9. In a NZ classroom, I was already moving desks about and lining them up in a way that would work better for my fellow classmates. My love for numbers also started when I was young, and math would be my favourite subject in school.
I began my career with the Credit Bureau, where I learned about financing, credit and collections. I moved on to banking, where I approved Visa applications and handled collection accounts. I transferred to branch operations, where my exposure to administration and accounting began. I continued my schooling at SFU in office organization and accounting, becoming a “FICB” Fellow of Institute of Canadian Bankers. After many years, I ended my banking days at the corporate level as a branch administrator.
My career continued with employment in the private sector, wholesale distribution. I managed the office and credit departments, performing payroll, full cycle bookkeeping duties, and even washed dishes! I was very proud of my work, the contributions I had made to these organizations, and the friendships I gained not only with co-workers, but with my customers.
The experiences that I have gathered have opened a window of opportunity, to run my own business, to operate within my values ….. and I welcome it with open arms!
CPB Certified Professional Bookkeeper with 15+ years Full Cycle Accounting & Administrative experience, using multiple software applications: SAP Business One (led the conversion process from custom accounting software to SAP Business One), QuickBooks (ProAdvisor), Accpac, Excel, Word. Authorized expenditures, ensuring correct application & payments are made within terms. Reconciled vendor’s statements. Controlled foreign accounts that required special processing. Forecasted USD payables & purchased Forward Exchange Contracts to optimize exchange costs. Reviewed receiving’s, costing & customs charges, investigated discrepancies, corrected or explained. Analyzed inventory quantities (30,000+ SKU’s) using specific criteria, adjusted quantity discrepancies & purged inactive items, assisted with annual markdown of Inventory. Involved in a custom “Bar Coding” project, instructed the development team with specific requirements, tested and approved final launch. Prepared, reviewed, & analyzed Interim Financial Statements. Calculated Financial Ratios: A/R Turns, Inventory Turns, Debt/Equity & Bank Margin calculations. Collected & reported statistical data, salesman’s commissions, sales & purchase analysis. Provided well prepared Year End package to accountant.
Performed all aspects of Payroll (manual, ADP &, Payworks), input, review, balance, T4, T4A & Summaries, Medical & Life Insurance benefits, & ROE’s. Tracked staff hours worked & vacation time, Reviewed monthly salesman’s commission reports & authorized payments.
Credit Management, including collections, analysis & approval. Identified & addressed “Collection” accounts, negotiated with customers suitable repayment options, in most cases reinstated credit to the customer, with results of write-offs being less than 1%, and average payment days on a whole were 30-40 days.
Strong Customer Service skills, including conflict resoloution abilities, a warm professionalism, and a commitment to teamwork. High standards, well organized, excel at working under pressure with high motivation to do the job right, and meeting all timelines. Creative problem solver, ability to analyze and develop new procedures as necessary.
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BLUEWATER BOOKKEEPING CO. 