Western Governors University

Utah Valley University

Ensign College 

AccountingPy.com Python for Accountants.

MarginEdge

Accounting Migration Specialist

-Provide CFO, Controller, and Bookkeeping services for multiple industries including Construction, Tech, Fashion, Marketing, Manufacturing, Wholesale and e-commerce.
- Develop custom programs in Python to automate accounting procedures, saving clients hundreds of man hours a year.  
-Design and implement efficient accounting procedures to maximize the decision-making process while using QuickBooks and 3rd party software.

Major clients include: 
- Wise Company: A food manufacturing company where I built automations that saved hundreds of hours a year
- Rustico: A leather manufacturing company where I served as a controller for 2+ years
- Grip6: A Fashion Manufacturing company where I helped optimized their accounting process and served as a controller/CFO for 4+ years
- Sierra Wholesale Supply: A Wholesale distribution company where I helped build their company file and served as a Controller for 4+ years
- Gathre: An E-Commerce company where I served as an outsourced CFO for 2+ years.

QuickBooks Consulting Group

Outsourced Controller & Python Developer

-Designed Client's Accounting processes and software to fit reporting, operational, and automation needs.
-Used Python to automate a process that previously took 50+ hrs to 30 min.
-Served as Project Manager for software conversions.

Fourlane

Software Consultant - QuickBooks

-Customized Odoo ERP using Python, XML, and Docker to resolve display issues, hosting concerns, and Accounting logistic problems. 
-Led a large Accounting cleanup project in preparation for Audit.
-Updated an Open Source Odoo module for Payroll with new rates.

Hibou Corp.

Python Developer and Outsourced Controller

-Built Data Warehouse and analyzed sales from multiple marketplaces.
-Designed Cash/ Financial Strategy and lead funding round.
-Used Python, VBA, and Google Scripts to build automations in Accounting practices that deliver financials faster.

NOMATIC, LLC

CFO and Financial Data Analytics

- Reviewed and cleaned books for multiple clients. 
- Moved clients from cash basis accounting to accrual basis accounting and provided schedules for prepaid expenses, depreciation and amortization. 
- Provided training sessions to Advanced CFO consultants on accountant tools in QuickBooks; assisted the company in identifying needs and implementing QuickBooks Accountant.
- Built custom budgets in Excel for clients who needed advanced budgeting. 
- Consulted with clients on their accounting needs and budgeting in order to reach their financial goals.

Advanced CFO Solutions

Consultant, Outsourced Controller, Resident QuickBooks Expert

-Provide audits and reviews for private and public companies.

Mantyla McReynolds, LLC

Audit Intern

- Charged with Bookkeeping, AP Clerical work and GL Accounting for clients who owned a single or multiple entities.  
- Repaired QuickBooks files when corruptions occurred, fixed accounting classification errors, provided adjusted journal entries, fixed errors related to posting transactions wrong in QuickBooks, executed year-end procedures, made prior period adjustments to align with prior period tax return, and provided reviews and adjustments in preparation for tax filings

Squire

Business Advisory Intern

- Built business from the ground up to provide professional Christmas light installation and services for residential and commercial projects. 
- Managed all accounting functions including designing and implemented a chart of accounts, all AP/AR functions, filing quarterly sales tax reports, and filing business taxes.
- Designed and implemented multiple marketing campaigns, analyzed results, and focused attention and resources on the most profitable marketing methods.
- Performed HR functions including hiring, training, management, designing compensation plans, field service management and layoffs.  
- Performed Sales and Account Management functions including estimations, follow up, closing sales, customer service, invoicing, and collections.

Jared Self