Business Case Studies in chronological order:

  • Graduated from West Virginia University with a Bachelor of Science in Accounting and a Minor in Communication Studies while member of Delta Sigma Pi Business Fraternity.

  • Completed Management Trainee Program for Sherwin-Williams Automotive Division.

  • Promoted to Assistant Manager for the Charleston, West Virginia Sherwin-Williams Automotive Division Branch.

  • Implemented new purchasing system which is still in use today.

  • Created and implemented new vendor ordering system that decreased customer wait times on backordered items to 1-2 days and saved money on AP costs.

  • Created and implemented new order pulling system that significantly decreased customer order inaccuracies to around 1 per month.

  • Trained subordinates on daily operations of branch.

  • Promoted to Branch Manager for the Fort Collins, Colorado Sherwin-Williams Automotive Division Branch.

  • Analyzed past sales data to decrease inventory by on hand by 5% while increasing sales by 55% compared to prior year.

  • Implemented new delivery system that decreased monthly fuel cost by 29%.

  • Created & coordinated area-wide (Colorado and New Mexico) Annual Inventory Rebalancing Program.

  • Increased both sales and inventory turns to branch record high.

  • Assisted Sales Rep with weekly sales calls which led to an increase of sales of 55%.

  • Analyzed past sales data to decrease inventory on hand 5% while increasing sales 55%.

  • Received “Audit Pro” score by ensuring compliance to company policies by all staff.

  • Increased annual inventory turns.

  • Founded my first business, Essentially Intentional, LLC.

  • Became Advanced Certified QuickBooks Online ProAdvisor.

  • Joined Fort Collins, CO Chamber of Commerce and local BNI group and provided live QuickBooks Online training for both.

  • Outsourced the Monthly Bookkeeping Service for many small businesses in the Northern Colorado region.

  • Went fully remote and started taking on clients all around the world.

  • Created SOPs, hired & trained subcontractors to help with the bookkeeping workflows.

  • Assisted small business owners in many industries set up their full accounting and finance workflows.

  • Prepared 1099 filings and corporate taxes.

  • Managed Cap Tables.

  • Started Fractional Controller & CFO Services

  • Created full financial workflows and training for internal accounting staff for businesses up to the 20-30 million dollar revenue per year size.

  • Full cashflow and budgeting services for construction company. I had full bank access to all of their bank accounts. Determined their goals, and then used a spreadsheet to determine weekly cash inflows and outflows and cash available. Made bank transfers to their different accounts (6 bank accounts) in order to put funds in their associated “buckets” based on their company goals. These cash transfers included bank holding accounts for things such as: upcoming estimated taxes due, operating cash, upcoming AP vendor payments due, savings, CapEx investements, etc.

  • Implemented extensive full inventory management systems and full finance technology stacks.

  • Helped technology startups manage cap tables and secure many rounds of private equity funding.

  • Worked with business owners to create tax plans.

  • Helped business owners during time of audits.

  • Improved accounting workflows going from heavy in-person, check-based workflows, where many things fell through the cracks, and wasted time and money allocated to these tasks to more online and automated workflows. These improvements made the businesses safer, more efficient, saved them money, and freed-up their in-person staff to handle different functions.

  • Created a 3-year forecast for a coffee roaster to be presented to banks and investors seeking funding for a large coffee roasting construction project. (This project has been approved with various funding secured, and the construction has been going on for the past two years and should be completed next summer).

  • Talked with business owners to determine their goals, and then used this information to create custom KPIs for them and their businesses that have been tracked, presented to them, and improved over time.

  • Hosted meetings with small business owners to not just present their financials, but to present the story behind their numbers and how this story compares to their goals.

  • Created budgets based on operational goals, determined variances, and then presented these findings to the business owners.

  • Co-founded Heavy Metal Brazilian Jiu-Jitsu gym in Windsor, Colorado.

  • Set up entity, bank account, sales tax license, etc.

  • Set up member management software, email newsletter, accounting systems, etc.

  • Determined pricing and sales tax.

  • Built out the gym.

  • Created name, designed the logo and graphics for physical and digital media, gear (Gis & rashguards) and apparel.

  • Sourced gear and apparel, worked with vendors to implement the designs I created, ordered & received inventory.

  • Created and organized our Grand Opening Event (sourced keg, live band, marketed for the event, talked with Accounting clients to donate giveaways for raffle, hosted raffle, etc).

  • Oversaw marketing: website, paid-ad campaigns, email newsletter, physical media, local events, etc.

  • Financial management, bookkeeping, and accounting, subcontractor negioations and payments, tax filings, etc.

  • Created SOPs and trained staff on internal operations.