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Wendy D. | Elance
 
176985602337900
Last Sign-in: May 7, 2015

Wendy D.

Certified QuickBooks ProAdvisor & MBA
   United States
  |   Connecticut, CT
  |  8:10 pm Local Time

Overview

I am an MBA, Certified QuickBooks ProAdvisor and well-rounded business professional. My diverse experience includes small business operations and ownership, corporate environments and various entrepreneurial endeavors. Specific areas of experience include finance, information technology, real estate, business operations and business analysis.

I take initiative to look at the goals of an assignment and recommend more efficient ways to accomplish these goals. I look for repeat customers who see value in my service.

Read More »
Feb 7, 2013|Billing & Collections|Private|Completed
|
5.0
Jan 5, 2013|Financial Reporting|Private|Completed
Feb 19, 2012|Other - Finance & Mgmt|Private|Completed
|
5.0
Feb 16, 2012|Other - Finance & Mgmt|Private|Completed
|
5.0

View All »

Portfolio

Skills (6)

Tested
QuickBooks ProAdvisor
Intuit QuickBooks
Quick Books Pro 2008 Test
My Score
avg
English
English Vocabulary Test (U.S. Version)
My Score
avg
Microsoft Excel
Microsoft Excel 2010 Test
My Score
avg
Microsoft Word
Microsoft Word 2007 Test
My Score
avg
QA Testing

Service Description

QUICKBOOKS, QUICKEN
EXCEL - INCLUDING PIVOT TABLES
WORD, PUBLISHER, OUTLOOK
BOOKKEEPING
PROOFREADING
SMALL BUSINESS OPERATIONS
PROCESS IMPROVEMENT
QUALITY CONTROL, SOFTWARE TESTING


Read More »

Employment

App Developer
Bookkeeper
2012 - Present
Bookkeeping QuickBooks Online, Process Development - Independent Contractor
Talley
Collections
2012 - Present
Contact clients on behalf of company to collect payment on past due accounts.
Mercury Capital
QuickBooks Trainer / Bookkeeper
2012 - Present
QuickBooks Online Training and Support. Set up QB for various entities. - Independent Contractor
Accounting Firm
Collections - Soft Calls
2012 - Present
Contact past due clients for reminders or structuring payment plans as needed. Independent Contractor
Real Estate Agent
Administrative, Bookkeeper
2011 - Present
Prepare monthly market area statistics. Prepare financial spreadsheet solutions. QB Invoicing. Independent Contractor
CDS Hotel Development Services
Bookkeeper
2011 - Present
AP, AR, expense reports, invoicing. Independent Contractor
UMC Mechanical Contractors
Bookkeeper, Administrative, Operations
2009 - Present
AP, AR, collections, invoicing, proposals, estimates, reconciliation, reporting, template development, spreadsheets, process design - Independent Contractor
Bookkeeping 4 Small Business LLC
Owner
2008 - Present
Provide Bookkeeping/Financial solutions and Administrative Services for individuals and small business. Available for virtual projects including staff augmentation, temporary assignments and...
TIC, Inc
Bookkeeper, Operations
2010 - 2011
AP, GL, accruals, collections, process improvement, spreadsheet design Independent Contractor Non-profit
Real Estate Agent
Bookkeeper, Administrative Assistant
2008 - 2011
Independent Contractor
Real Estate Investor
Bookkeeping, Administrative Assistant
2008 - 2010
Companies included rental property management, property preservation and brokerage. Set up QB for all three companies. Created processes for office and business procedures. Worked with banks and...
Estate of "Withheld"
Administrative Assistant
2009 - 2009
Short project to contact financial firms to change account holder information and acquire proper documentation for distribution within the estate.
Ash Creek Conservation Association
Bookkeeper
2008 - 2009
Funding issues ended this engagement. -Independent Contractor

Education

University of Rhode Island
Bachelor Of Science, Management Information System
-
University of Connecticut
Master of Business Administration, Finance
-

Keywords

Bookkeeping
QuickBooks
ProAdvisor
Excel
Pivot Tables
Bookkeeper
Business Operations
Finance
Quicken
Small Business
MBA
Certified
My Snapshot
Finance & Management
2
Elance Level
Level represents activity and experience on Elance. Freelancers start at Level 1 and achieve higher levels through their work. A higher "Level" indicates greater earnings, ratings and other achievements on Elance. Learn More »
  • 12 months
  • Lifetime
Jobs
0
0
0
Total
Milestones
Hours
Reviews
Recommend
Clients
Total
Repeat
Earnings
Private
Private
Total
Per Client
Identity
Username
Administrative911
Type
Individual
Member Since
July 2010
Elance URL
Verifications
0
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Wendy D. | Elance

Wendy D.