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  • Service Business with a Retail Store:  Coached business owner with QuickBooks set-up and training. Ongoing bank reconciliation, reporting, and year-end tax preparation. 4 years.
  • Service Firm: Accounting, including daily cash management, monthly bank reconciliation, financial reporting, sales and use tax filing, 401(k) plan administration, insurance renewals. 3 years.
  • Senior Private Individual : Weekly bill paying, tracking income and expenses in Quicken and compare to budget, review for potential fraudulent transactions. Liaison with trustee, financial advisor and tax preparer. 7 years.  
  • Property Manager: Buildium set up, training and monthly reconciliation. Management reporting to property owners. 2 years.
  • Townhome Association: Treasurer of townhome association with multiple cost centers and reserve funds. Review financial reports for accuracy, create yearly budget.  1 year.

I'm very impressed with your diligence, knowledge and the commitment you have shown as Treasurer. It is truly a pleasure working with you.
Michael P. Mullen, CPA, Minneapolis, MN

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