Below are the 8 Implementers/Trainers & 8 Forms Analysts with QuickBooks & other systems experience. The Thor Group® provides social media, web & mobile consultants who know your industry on a consulting, contracting or direct hire basis.

How can an accounting manager/QuickBooks implementor with experience working in consumer goods, advertising and jewelry industries help your organization? Educational background is composed of a degree in Bachelor of Science in Accounting. Technical skills consist of QuickBooks, Microsoft Dynamics Navision (NAV), ExpenseWatch, Concur, Abila/Avectra, Salesforce and Excel.

Working with challenging issues such as managing the implementation of Microsoft Dynamics from QuickBooks, as well as implementing new procedures for employees and vendors to follow and ensure proper accounting practices have vetted this specialist’s work experience. Some of the tasks were analyzing, preparing and entering monthly GAAP adjustments related to deferred rent, fixed assets, depreciation, and accruals. This specialist also assisted in special projects as requested by Controller & CFO; such as detailed vendor analysis by project name or GL code, sales performance, and any other ad hoc projects.

This implementor applied a “can do approach” in the area of performing annual preparation of all 1099 forms, as well as supporting most aspects of accounting management (billing, tax forms, reporting etc.). This specialist also assisted in the formulation of internal controls and policies to comply with legislation and established best practices. Part of the job was to help in the development of reports for management or regulatory bodies, as well as in reviewing the company’s accounting information to identify and resolve inaccuracies or imbalances.

Would hiring an accountant/QuickBooks implementor who worked in broadcast media, food products and telecommunications industries help your organization meet its needs? Educational background: an Associate’s degree in Accounting and a Bachelor’s degree in Accounting and Business Administration.

Acting as accountant for a broadcast media company, key responsibilities included but were not limited to A/R, A/P, bank reconciliation and general ledger entries for five companies using QuickBooks. Part of the job was to implement and train employees on Saleslogix Software (CRM) and incorporate data from Natural Log into QuickBooks. Some of the accomplishments were setting up and updating Access Database for Pledge Drive, as well as setting up and keeping track of pledges due in QuickBooks. This specialist prepared PowerPoint and Saleslogix training manuals with snapshots of company data.

While working for a food products company, additional responsibilities included A/R, A/P, inventory at multiple locations, bank reconciliation, general ledger entries and financial statements for two companies using Peachtree and QuickBooks. Important duties involved verifying and analyzing the financial statement of a third company in Mexico, as well as preparing and analyzing cost sheets. Other accomplishments included the conversion of one company from Peachtree to QuickBooks, implementing ACH payments, and implementing payments to Mexican vendors from the US.

Would a detail-oriented QuickBooks implementation professional with work experience in logistics, education and computer software sectors fit in your organization? Some of the notable achievements include identifying software load problems, as well as creating and implementing a solution that increased load success by 75%. This individual has evaluated telecommunications and internet contracts in three states and renegotiated contracts to increase speed and lower price. Educational background is composed of an Associate’s degree in Computer Programming. Technical knowledge involved QuickBooks, SAP and Microsoft Office Suite. Core competencies include excellent training, communications skills, quality management, HR services, and technology acumen.

Accomplishments included setting up the company accounting system, training the owners on QuickBooks, doing company launch and training owners in accounting practices. Some of the responsibilities involved using GoToMyPC, reconciling books as needed and preparing tax statements for the tax accountant.

The job covered performing payroll and HR responsibilities for 80 employees in 4 locations and 6 commission tiers. This implementor was also responsible for one payroll clerk and internal technical support on all computer related issues (Nextech SME). Accounting duties included but not limited to AP / AR / GL entries / reconciliation / cash management for 5 entities with separate sets of books. Other accomplishments were installing, implementing and training HIPAA compliant Nextech software in all locations, as well as consolidating spa supply, IT and medical equipment, including Medical supply orders to a department.

What contributions could a QuickBooks analyst with experience working in professional services, a non-profit organization and staffing companies help your organization meet its goals? Notable accomplishments were processing monthly payroll and reconciling savings/checking/credit card accounts. Educational background: Associate of Arts in Liberal Arts, Bachelor of Arts in Sociology, and MS in Counseling Psychology. Technical skills include QuickBooks, Excel, Millennium 3, ADP, Act, MYOB, ICM, Pathways and CCC.

Challenges like designing an electronic filing system, as well as researching and resolving billing and invoice problems were welcomed and successfully completed. Some of the tasks were processing purchase orders, applying vendor discounts and credits to invoicing, as well as organizing files and maintaining inventory reports for supply chain manager. This professional also provided accounts receivable reports to accounting department.

Shared expertise by being responsible for the development and documentation of policies and procedures, as well as establishing and streamlining processes, form development, and system procedures. Part of the job was to provide technical support and recommendation for various program development/implementation. Additional duties were managing VoIP system software, email programs, and website updates, as well as generating statistical reports for analysis.

Would it be beneficial for your organization to employ a senior paralegal/QuickBooks implementor with work background in legal services and professional services? Educational background is composed of AA in Paralegal. Software know-how includes QuickBooks, Time Matters, INS Zoom, Aila Link, Aila.org and more.

Serving in a legal services company as senior paralegal/office manager, some of the tasks were implementing and managing billing (QuickBooks). This specialist also requested and reviewed criminal records (FBI Record, CAL DOJ, Certified Court Dispositions, etc.), as well as prepared legal forms, and applications (I-130, I-485, I-864, I-765, I-131, I-589, EOIR-42B, N-400, N-600 and B2 Extensions etc.). Additional responsibilities were implementing/managing Google Marketing, as well as performing marketing and managing social media accounts.

As a general manager/senior paralegal for a professional services company, key duties involved implementing and managing billing (QuickBooks), as well as implementing and managing Immigration Software. Part of the job was to perform intake consultations (in person/by phone) and to establish forms of relief for prospective client. Other tasks were preparing retainers and payment options for clientele, in addition to creating website/marketing (manage social media accounts and marketing).

Could the future success of your organization be helped by this full charge bookkeeper/QuickBooks implementor with the ability to work independently and delegate effective accounting assistance with expertise in streamlining accounting processes? This specialist has years of entrepreneurial experience gained via growing a sole proprietorship consulting practice which has focused on QuickBooks’ implementation and maintenance for a variety of companies.

Contributions involved updating all QuickBooks procedures and streamlining the accounting process to ensure that nothing fell through the cracks due to the company’s rapid growth in a short period of time. Important tasks were creating systems for handling over 10 company credit cards, employee out-of-pocket expenses and reimbursements, as well as implementing full audit procedures. This specialist used QuickBooks Job Costing for billing and reporting.

Supported organizational goals and objectives by setting up QuickBooks to suit company needs. The job covered optimizing accounts to fix errors, streamlining processes, as well as processing financial analysis, budgeting and complete preparation for the CPA. A major accomplishment was to bring extensive experience to small and large businesses as a former corporate controller and being able to provide a solutions provider to accounting needs.

Is impacting your organization with a QuickBooks trainer and implementor with work background in coaching services, restaurant and retail industries a current business consideration? Notable achievements involve reducing outstanding accounts receivable and reconciling tenant differences within 3 months while concurrently working on transferring center assignment. Educational background is composed of BS and BA in Finance. Core competencies involve QuickBooks implementation, tenant relations, interpersonal communication, team leadership, time management, customer service, real estate property and financial management. This specialist is detail-oriented and accurate with solid financial reporting/accounting skills.

While employed in a coaching services company as QuickBooks trainer, coach & consultant, managing QuickBooks implementation and maintenance for property management companies and restaurants were primary responsibilities. This professional played an integral role in helping many individuals achieve their business goals, improve their performance, and pursue their dreams, both personally and professionally.

Part of the job as chief financial officer for operations/special projects was to establish the QuickBooks system in conjunction with MICROS restaurant Point of Sale system. Some of the tasks were administering overall accounting and financial reporting for the investment group and chef, as well as ensuring accurate reporting by liaising between the tax accountant and investors on all finances. The management of restaurant start-up projects, which included operational agreements with partners and all financial, organizational as well as licensing components were accomplished.

What contributions could an account manager/implementation specialist with experience working in HVAC, government and marketing sectors bring to your organization? Professional certification includes the Customer Service certification. Skills include QuickBooks, Accounts Receivable, Data Input, Dishonored Funds collection and more.

The position entailed performing QuickBooks implementation for AR and any other task set by management. The job covered creating all invoices for reimbursement for a department, checking all deposits for accuracy, and collecting all dishonored funds. This individual provided top notch customer service while implementing a marketing strategy to help grow the business. Responsibilities covered accurate bookkeeping, dispatch of technicians, accounts receivable and payable, fleet maintenance paperwork and warranty claims including new warranty paperwork for multiple governing agencies, all the while maintaining good working relationships with distribution centers and customers.

Shared expertise by managing benefits for large accounts (15000-56000), in addition to building and maintaining B2B relationships as well as all phases of RFP processes from beginning to end. Other key duties involved sales, benefits enrollment, verification of coverage for EE’s, explanation of benefits for EE’s, monthly reconciliation for eight (8) accounts and fund disbursement, apart from organizing and training employees, handling escalated customer calls, and attending to other duties as assigned.

Could your organization use a developer who is proficient in QuickBooks, SQL and Oracle with specialization in manufacturing, software and energy services industries? Technical expertise includes QuickBooks, IOS Mobile Applications, Programming languages: Java, C, C++, Python, JavaScript; Automation Tools: Selenium Webdriver, Appium, Load runner, Junit, SeeTest, SOAPUI; Test Management: HP Quality Center, HP ALM, Bugzilla, Jira, Test Director; Scripting Languages: JavaScript, Python Software Approach Agile Scrum, Waterfall; Web Technologies HTML, HTML5, CSS, CSS3, XML, JSON, XPATH, JavaScript; Databases: Oracle 11g/10g, Oracle Toad, SQL server, MySQL; and more. One of the impact accomplishments in a manufacturing company included effectively analyzing the use of internal team specific API’s and validations with different request parameters data. This specialist has gone through all the business documents as well as test scenarios written for web and IOS devices. Primary tasks included installing and helping in trouble shooting issues with IOS simulators and real devices of testing Mobile application. Maintaining all the test cases as test data driven automation using MS Excel throughout feature development was included in the list of key roles. The job consisted of participating in defect tracking, pre-planning and planning meetings to coordinate the feature launch.

An additional contribution involved getting involved in different kinds of testing such as smoke to functional to regression testing to UAT. Challenges like developing the mobile automation framework from scratch with provided requirements were welcomed and successfully completed. This specialist extensively used Eclipse for logs capture and analyzed failures in a data driven framework.

Could the future success of your organization be helped by this trainer who is proficient in QuickBooks, SAP and Sage/Master Builder with work background in professional services, real estate and construction industries? Technical competencies involve QuickBooks, SAP, Sage Master Builder, audits, budgeting, cost analysis, liabilities balancing, general journal entries and government reporting. Educational background: Communications and General Studies.

An important contributions in a professional services company included performing both on-site and off-site QuickBooks training to employees and customers. Providing detailed analysis of client company’s financial transactions and sales reporting to business owners and managers were included in the list of tasks. The job entailed developing a thorough understanding of the clients’ business operations. Services provided involved HR/payroll on-site training, financial reporting and implementing new procedures. Accounts payable bank reconciliation, compilation reporting and troubleshooting IT errors were other functions. Books and A/R clean up, as well as handling year-end tax preparation and cash flow analysis were efficiently completed.

Other key roles involved handling inventory liability adjustments and creating asset/depreciation schedules. Sales forecasting, managing sales tax and handling other miscellaneous bookkeeping tasks were skills brought to the table. Tasks consisted of marketing market analysis, research, Google Analytics, website design/maintenance, account management, target audience analysis, contracts, client relations, territory management, billboard design, Microsoft Publisher and Adobe Photoshop 11. An additional duty involved processing payroll for 5 companies within the business. Training new hires as well as processing the paperwork for new and terminated employees was included in the list of responsibilities.

Does your organization require the expertise of a developer with specialization in QuickBooks, Sage Master Builder and Visual FoxPro as well as experience in freight services, telecommunications and IT industries? Technical knowledge involves QuickBooks, Master Builder, Adobe Creative Suite, MS SQL, VMware, FileZilla, Beyond Compare Software, Visual FoxPro, ACT!, World Wide Web, MS FrontPage and more. Other proficiencies are on Branch Office Master Builder Training and Process Updates. Educational attainment includes BS in Mechanical Engineering.

This developer was into developing training manuals for software deployment and integration as well as defining new processes and managing data migration from legacy system to current accounting/project management platform. This individual led a development project for web interface for customers and field employees to assist with application performance. Ensuring communication between departments to ensure process flow accuracy was a notable contribution. Other key functions involved training 10 satellite offices on new process using web technologies, development and maintenance of company intranet, maintenance of company internet site as well as development and maintenance of company Online IT Help Desk.

As programmer analyst, critical duties entailed analyzing, defining, developing, coding and implementing new business solutions for an international division. This individual developed new reports and supported the current Intl Freight auditing system. Developing a training manual for the ACT! Software with Airborne customizations and developing basic computer skills training for the Intl Freight Sales Force were some of the accomplishments.

Does a trainer who is knowledgeable in QuickBooks and CS Professional Suite Products with experience in banking, telecommunications, gaming and professional services industries pique your interest? Technical knowledge includes QuickBooks and CS Professional Suite Products (File Cabinet CS, Payroll CS and Ultra Tax CS). Educational background includes Business Administration.

Major responsibilities in a professional services company included working as a full charge bookkeeper with more than 15 regular clients which were cash or accrual basis companies and included LLC’s, sole proprietorships, S-Corps, C-Corps and non-profits. Key roles covered performing daily data entry, completing monthly account reconciliations, maintaining and reviewing the accounts receivables and accounts payables, tracking fixed assets, verifying liability accounts, recording equity transactions, as well as filing and paying the sales tax. In addition, working as a QuickBooks trainer for various editions of the software (Pro, Point of Sale and Enterprise) was one of the contributions.

The job covered assisting the payroll department (generating payroll and vendor checks, scheduling electronic tax payments, filing quarterly returns and W-2’s, creating and filing 1099’s) and handling general administrative duties (cover calls during busy times, filing and compiling spreadsheets). Software used involved Microsoft office products, QuickBooks and CS Professional Suite products (File Cabinet CS, Payroll CS and Ultra Tax CS). Key duties were reviewing invoices, compiling the necessary documentation and approvals, linking purchase orders, data entry for 500+payables per month and payment processing while adhering and upholding company policy and procedures. Other tasks consisted of auditing and processing employee travel advances and mileage logs, in addition to reconciling and maintaining records for over 20 corporate credit cards, domestically and internationally.

Would a developer with work background in computer services, IT and education sectors help your organization achieve greater success? Technical specializations encompass QuickBooks, JavaScript, Oracle, WebFOCUS, HTML, MS SQL, AS/400, Tableau, HTML, WebQuery, Pawn Master, Fishbowl, MS Azure and Salesforce. Educational attainment includes BA in International Business Administration and a Certificate in Computer Career Program.

Responsibilities involved developing new WebFOCUS dashboards/views in a computer services company. Creating reports using WebFOCUS (7.7.03 and 7.7.04) was part of the job. Input screens were created with dynamic drop downs. Functions covered creating and maintaining pass thru SQL. Report Caster jobs and distribution lists were created. The job involved creating and maintaining WebFOCUS Metadata using SQL and WebFOCUS tools. QuickBooks was installed with Pawn Master for inventory and purchasing. This individual tied third party Point of Sale credit card processing to QuickBooks. Linking QuickBooks and Fishbowl was also handled for inventory and cost.

Other contributions included installing QuickBooks on AS/400 with DB2 as the transaction database. Reports were created using IBM WebQuery. QuickBooks was customized to fit specific business needs. Bank reconciliation was also handled. Reports were prepared for CPA’s and tax accountants. An additional function covered inventory reconciliation. The position also entailed creating Dashboards and Reports using the Tableau Environment: DB2, SQL, Tableau, Java Scripts, HTML, WebQuery, QuickBooks, Pawn Master, Fishbowl, MS Azure and Salesforce.

How can your organization gain an advantage with the help of a trainer who is skilled in QuickBooks, Access and Quicken with experience in manufacturing, construction and professional services industries? Technical skills cover QuickBooks, Access, Quicken, AP/AR, inventory control, configuration control, engineering change/order request management and Access. Educational attainment includes Master of Science in Accountancy and a Degree in Electronics Engineering Technology.

While working for a manufacturing company, main functions were comprised of installing QuickBooks, reconciling all accounts and training the office manager in bookkeeping with QuickBooks. Developing and managing an Engineering Change Request/Order system were a notable contribution. An additional role covered managing the ongoing development of a system to manage inventory for all discrete components. Evaluating inventory software solutions, considering the complexity of raw stock management was also completed. The assessment of the validity of replacement parts, based on functionality and cost was part of the assigned tasks. Inventory levels were effectively managed. Documenting and logging job costing was accomplished based on inventory usage.

Key tasks in a construction company included performing all bookkeeping functions using QuickBooks, including: customer, vendor and employee database management; posting and paying bills; managing banking and petty cash; financial report development; and account reconciliation. Responsibilities consisted of preparing and managing the payroll for accountant, including: tracking commissions and bonuses; employee benefits and withholdings deductions. This specialist calculated and generated reports for (Excel), as well as prepared out-of-state taxes. Generating the information for and managing the worker’s compensation, general liability and IRS audits were important duties.

How can your organization gain an advantage with the help of a developer with experience in software, retail and IT industries? Technical competencies involve QuickBooks, JavaScript, SQL Server, ASP.NET, C#, VB.NET, Agile development, MVC 5, Bootstrap, JQuery, C# 5.0, LINQ, Entity Framework 4.0, WCF Services, SQL Server 2014 and Visual Studio. Educational attainment includes Master of Studies in Information Technology and Bachelor of Commerce in Bcom.

Serving in a software company, main functions were providing effective solutions that involved improving the existing Architectural Patterns, Database Design, and UI enhancements with Bootstrap that met 508 compliance. Participating in analyzing the requirements with business analysts and QA was part of the duties competently performed on an ongoing basis. This individual designed database objects and Stored Procedures. Code implementation and peer code review as well as unit testing the application were included in the list of assigned tasks. Defects were also analyzed and fixed. The job involved handling Agile development. Integrating web applications with QuickBooks Premier using QBSDK 5.0 and QBXML as well as QuickBooks web connector ASP.Net 2.0 with C#, SQL Server 2005, Visio EA, VSS 6.0 was one of the key roles.

The job covered gathering and analyzing new requirements. Duties involved designing or modifying database objects. Code implementation and testing the application were additional contributions. Migrating and converting existing applications (close to 25) from the old environment to the new environment (Windows 7 Platform) were some of the responsibilities. This specialist dealt with new infrastructure for servers and new security implementation. The migration was completed, including ASP and .NET applications.

What can a trainer who specialized in QuickBooks, Valiant Online and CS Professional Suite Products with experience in telecommunications, banking and gaming industries bring to your organization? Technical specializations involve QuickBooks, Valiant Online and CS Professional Suite Products (File Cabinet CS, Payroll CS and Ultra Tax CS). Educational attainment includes Associate in Business Administration and Business Administration.

In a financial services company, this bookkeeper/QuickBooks trainer was a full charge bookkeeper with more than fifteen regular clients which are cash or accrual basis companies and included LLC’s, sole proprietorships, S-Corps, C-Corps, and non-profits. This specialist performed daily data entry, completed monthly account reconciliations, maintained and reviewed the accounts receivables and accounts payables, as well as tracked fixed assets, verified liability accounts, recorded equity transactions, filed & paid sales tax.

In addition, this individual was a QuickBooks trainer for various editions of the software: Pro, Point of Sale and Enterprise. Further duties included assisting the payroll department (generating payroll and vendor checks, scheduling electronic tax payments, filing quarterly returns and W-2’s, creating and filing 1099’s) and general administrative tasks (cover calls during busy times, filing, and compiling spreadsheets). Software used: Microsoft office products, QuickBooks and CS Professional Suite products (File Cabinet CS, Payroll CS, and Ultra Tax CS.).