Jacquelyn Phelps, MBA/G.D.P.A.
Principal
MBA/G.D.P.A., Suffolk University
Linguistics, B.A., University of California, Berkeley
Established with Department of Defense for 7 1/2 years stable audit
trails and created inventory management and inspection procedures.
Served in a managerial position. Prepared and tracked budget to actual
costs. Managed the fixed asset maintenance and disposal programs.
Processed fiscal monetary allocations and documented expenditures.
Worked with various companies for more than three years working
closely with auditors and tax accountants for end of the year tax
returns. Assisted Controller in developing a complete accounting
department and developing an accounting process for a commercial real
estate development and management company. Created standards for
payables, fixed assets and construction, monitored leases for billing
requirements, and created budgets for buildings and tenants. Directed
invoicing, payables and tracked job codes for the commercial
construction company. |
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Patricia E. Hewitt,
Principal
Has twenty years bookkeeping and administrative experience giving
great attention to detail with a strong focus on client service.
Performed general accounting for a local uniform catalog company
tracking customers orders to accounts receivable and shipping.
Invoiced regional hospitals for operating supplies and tracked
payments. Worked with a local area restaurant processing payables,
responsible for cash management procedures, and inventory control.
Worked closely with regional certified public accounting firms
monitoring income and expenses for private investors. Compiled year
end tax documents. For the past eight years have been events
co-coordinator and treasurer for a non-profit organization.
Currently participates in the planning and daily maintenance of
computer based bookkeeping services for local small businesses and
individuals. |
