My work is more than numbers; it is an opportunity to serve, encourage, and make a difference.

Reliable, personalized Bookkeeping

Start-up assistance

Remote or onsite assistance.

From monthly bookkeeping to Accounts payable/receivable to financial reporting

You Run Your Business. I'll take care of the books!

Helping Hands Bookkeeping Mission

We partner with small business owners through collaboration, trust, and personalized bookkeeping. We treat your business like our own, taking the worry off your plate so you can focus on growing your business.

Professional Background & Qualifications

CERTIFICATIONS & TRAINING

NACM Credit Business Associate (CBA)
FCIB Certified International Credit Professional (CICP)
Multiple NACM courses completed
Management, leadership, and professional development courses
American Management Association & Dale Carnegie training programs

SYSTEMS & SKILLS

ERP Systems: Epicor Prophet 21, Great Plains, QuickBooks

Tools: Microsoft Excel, Word, Outlook, PowerPoint; Google Workspace

CORE COMPETENCIES

Credit & Risk Management

Credit Analysis * Credit Policy Development & Enforcement * Credit Risk Assessment * Customer Creditworthiness Evaluation * Credit Limit Management * Bad Debt Reduction * Accounts Receivable Management * Collections Management * Delinquency Reduction Strategies * Dispute Resolution * Cash Flow Management * Days Sales Outstanding (DSO) Management * AR Insurance Management * Third-Party Collection Agency Management * Commercial Credit Bureau Management * International Credit Management

Leadership & Team Development

Team Leadership * Staff Development & Coaching * Talent Acquisition & Hiring * Performance Management * Employee Training & Mentoring * Change Management * Cross-Functional Leadership * Strategic Planning * Succession Planning

Accounting & Finance

General Ledger Management * Account Reconciliations * Month-End Close * Year-End Close * Budgeting Support * Cash Flow Forecasting * Financial Reporting * KPI Reporting & Analysis * Variance Analysis * Accrual Accounting * Liability Reporting * Cash Application Management * Accounts Payable Management

Process Improvement & Operational Excellence

Continuous Improvement * LEAN Methodologies * Process Optimization * Workflow Automation * Internal Controls * Development * Policy & Procedure Development * Operational Efficiency Improvements * Business Process Reengineering * PCI Compliance

Inventory & Cost Accounting

Inventory Management * Physical Inventory Audits * Inventory Reconciliations * Inventory Cost Analysis * Standard Costing * Inventory Variance Analysis * Obsolescence Reserve Management * Shrinkage Analysis * Write-Off Management

Customer & Vendor Relationship Management

Customer Relationship Management * Conflict Resolution * Vendor Management * Vendor Negotiations * Payment Term Negotiations * Stakeholder Management * Legal Counsel Coordination

Quality Management

ISO Compliance * Quality Management Systems * Internal Auditing * External Audit Coordination * Audit Training * Corrective Action Management * Customer Complaint Resolution * Quality Process Improvement

International Business Operations

Mexico Credit Operations Management * IMMEX Transaction Management * International Collections * International Invoicing Oversight * Global Policy Development

Technical & Analytical Skills

Financial Analysis * Data Analysis * Performance Metrics Reporting * Strategic Decision-Making * Root Cause Analysis * Business Reporting * Risk Mitigation Strategies