Below are the 8 Controllers & 6 Accounting Managers with Peachtree / Sage 50 and various other systems experience. The Thor Group® provides CFO's, controllers, assistant controllers & finance/accounting managers with your industry, Peachtree/Sage 50 & other systems expertise on a consulting, contracting or direct hire basis.

Does hiring a controller with background in the government, construction and transportation industries match your business needs? This accounting graduate’s computer background consists of Sage 50 (Peachtree), QuickBooks, AS 9000, MAS 90/200, Lawson, Solbright, iMIS, ACT, and Microsoft Dynamics GP. Responsibilities in previous work include doing annual audits, including preparing schedules and providing documentation to auditors. The individual also has a master’s degree in accounting.

This controller for a political organization managed full cycle accounting, including daily accounts payable and receivable functions using Sage 50 and QuickBooks for 2 entities. A new accounting system was implemented for two entities, to Sage 50. In addition to being responsible for monthly as well as annual financial and budget reporting, the work required preparing annual budget and implementing procedures to reduce expenses. Semimonthly payroll was processed for 23 employees. Other key concerns were monthly cash accounts, credit card, and intercompany account reconciliation.

A job in a construction association encompassed all accounting and reporting for five organizations. Daily accounts payable and accounts receivable functions were managed using Sage 50. Other responsibilities covered monthly cash accounts, credit card, petty cash, and intercompany account reconciliation. Part of the job was taking care of five federal grant related billing, quarterly report filing, grant closeouts and audits. Weekly financial reports were prepared and maintained to be distributed to CEO and division managers. In addition to preparing schedules, documentation was provided for annual financial and A-133 audits.

Is recruiting a controller who served the manufacturing and furniture industries a major consideration for your company? This accounting graduate’s computer skills are in Peachtree (Sage 50), QuickBooks, Kitchen layout designer, SBT, and Auto Kitchen. Work experience included conducting internal audits.

For a company specializing in household furniture, this controller prepared and reviewed accurate and timely monthly financial statements, i.e. balance sheet, income statement, operating data and cash flow. Financial analysis was performed as directed. All accounting transactions were supervised in Peachtree. All company departments were monitored for compliance with accounting policies and procedures. Besides administering and enforcing credit/ collections policies & procedures, the individual conducted internal audits. Review was done on financial statements with CEO and CPA.

Another job called for taking care of all accounting transactions on SBT Series 7. Key concerns were purchases, sales, payroll, and collections. Monthly financial statements and quarterly reports were prepared. Review was done on financial statements with CPA.

What possibilities can employing a controller with experience working for the wholesale/retail, pharmaceutical and professional services industries create for your company? This accounting graduate’s software background covers Peachtree (Sage 50), QuickBooks, ATX, and ACL. Technical skills also extend to doing payroll and taxes.

This specialist was controller for multiple businesses such as pharmaceuticals wholesaler/supplements retailer/order fulfillment processor. Duties were processing/recording weekly order fulfilment/ postage, creating invoices /statements and sending them to customers. The job called for maintaining, recording, and issuing timely payments for accounts payable. Weekly as well as semi-monthly payroll for up to 25 employees were maintained & processed in Peachtree/QuickBooks. Work also involved recording the adjusting/closing entries monthly/quarterly/yearly, as well as preparing corresponding financial statements.

As controller for multiple non-store compounding pharmacies, responsibilities were implementing billing patients for prescription co-payments and increasing revenue > $10K in first month. Internal controls were established and implemented for receiving and processing accounts receivable. Other duties were maintaining, recording, and issuing timely payments for accounts payable for 6 companies. Weekly/semi-monthly payroll for up to 42 employees were maintained & processed in Peachtree/ QuickBooks. The job called for implementing and maintaining filing system for accounting and business records. Progress of applications/renewals were filed and tracked for state pharmacy licenses for all 50 states. All federal and state required paperwork were also filed for owning and operating a business for profit. The individual obtained required insurances for owning and operating non-store pharmacies.

Will it benefit your company to have a controller from the recreation, financial services and IT industries? This accounting graduate has technical knowledge in using Sage 50 (Peachtree), QuickBooks, ADP, MAS 90/200, SAP, SUN Systems, Great Plains, Acuity, Macola, Platinum, ADP Pay Expert and Workforce Now. This individual prepared monthly and annual financial statements in a previous job.

A job as controller involved preparing monthly financial statements, including actuals against budget and forecasts using Sage 50. Development of the annual budget was carried out in coordination with department heads for board approval. Management of cash disbursements and decisions regarding accounts payable, receivable, payroll and pension plan comprised other tasks. Part of the job was maintaining accounting of all funds and fund transfers, including the current unrestricted, restricted, endowment, and loans. In addition to performing restricted grant reconciliation and analysis, the job also called for overseeing periodic audits, as well as serving as liaison with an independent accounting firm. Compliance with policy/ procedures relating to all financial controls and internal audits was established, monitored and assured, in accordance with generally accepted accounting practices.

Focusing on investments, one job was concerned with mutual funds and private equity. The job called for preparing monthly and annual financial statements. The work also required recording investments in equity securities, private equity securities, mutual funds and municipal bonds. Additional tasks included ensuring NAV accuracy, record custodial activity: sales, purchases, gains/losses, accrued income and reconciling statements. Partners equity was also reconciled to third party record keepers while income or expenses were allocated.

Is hiring a controller experienced at working in the construction, professional services and real estate industries a good business move for you? This accounting graduate’s software program knowledge includes Peachtree (Sage 50), Sage Timberline, Foundation Software, Deltek Vision, Event 1 Prolog and Yardi Property Management. Knowledge also includes converting financial records from old to new system.

While working in a construction firm, this controller focused on seismic ground improvement engineering/construction. The firm specialized in commercial, industrial, port facility, transportation & residential apartment projects throughout Western US and Canada. Banking relationship and requirements were managed to secure an increase in the company’s line of credit by 50% to support cash flow needs during period of projected growth. Aside from implementing efficient close processes, the individual completed year-end CPA review 30 days earlier than prior year. Achievements included converting all financial records from Peachtree within 9 months of hire.

For a company specializing in environmental planning, this controller took care of Environmental Impact Reports, environmental assessments, energy, air and carbon management. An accomplishment was improving the billing cycle, resulting in monthly billings completed 7 days earlier than prior cycle. Part of the job was teaming with the COO to drive down the un-billed work in process balance by 50%. The individual also confidentially provided all financial aspects of due diligence for multiple buyers prior to sale of entity.

Can employing a controller with work experience in the pharmaceutical and manufacturing industries have a positive impact on your company? This accounting graduate’s software experience includes Peachtree (Sage 50), Paychex Payroll Reporting, and QS1 Pharmacy Program. Expertise also includes financial analysis/ reporting. This controller has a BSBA degree in Accounting and an MBA degree in Executive Track.

This controller for a pharmacy group was responsible for monthly financial analysis/reporting, payroll management, HR management, accounts receivable/payable, bank reconciliations, healthcare management, GAAP, general ledgers, and auditing. Assistance was provided with yearly audits and reviews. The job called for experience with Microsoft Word/Excel, Peachtree Accounting Software, Paychex Payroll Reporting, and QS1 Pharmacy Program.

Does hiring a controller with background in the construction, real estate and retail industries meet the needs of your company? Technical skills are in the use of Sage 50 (Peachtree), QuickBooks and AMSI Evolution. Other areas of expertise encompass accounts payable, accounts receivable, and cash/ credit reconciliation.

Serving a construction firm, this controller supported and assisted another controller in all activities. Support was also given to project assistants, project managers, and customers as needed. The individual was in charge of pre-qualification of subcontractors, as well as generating and issuing Letters of Intent to subcontractors. All departmental / project related documentation were systematized and maintained. Key concerns also included job cost billing, accounts payable and POS for issuing/ tracking. Part of the job was doing invoice receipt, reviewing, coding, logging, and entry into Sage 50. In addition to weekly payroll processing, the job involved processing and submitting federal payroll withholding tax deposits weekly.

Other duties were doing monthly financial reporting including balance sheet (BS), income statement (IS), work in progress (WIP), cash flow (CF), and set-up monthly cost to complete (CTC) forms for project managers. The individual also took care of Request for Payment (RFP) preparation, accounts receivable and bank reconciliation for all operating and money market accounts. Contributions also involved setting up and maintaining job cost as well as overhead budgets, including subcontractor and change order management.

Is recruiting a controller experienced at working in a non-profit organization, a priority for your company? This B.S. in Business Administration graduate has proficiencies in Sage 50 (Peachtree), QuickBooks, Blackbaud (including implementation for Raiser’s Edge and Financial Edge) as well as PeopleSoft.

This controller for a national historic landmark was responsible for all not-for-profit accounting functions, including AP, GL, payroll, fund accounting, grants, capital campaign, budgets and reconciliations through financial statements with variance analysis. The job required facilitating annual audit with no material findings, as well as facilitated new microwave internet system and new hybrid phone system, including selection, installation and ongoing maintenance. The individual was in charge of construction project accounting; $14M worth of special projects.

Additionally, this controller used skills in Treasury including all banking relationships and endowment fund with a stock manager. The individual facilitated annual audit and 990 form information to a local CPA firm. Advantages included demonstrating supervision and accounting technical ability. Systems utilized were Microsoft Office and Sage Peachtree, including on site payroll and human resources.

Does your organization require the expertise of an accounting manager with specialization in Sage 50/Peachtree, as well as work background in investment and restaurant industries? Technical knowledge involves Sage/Peachtree, QuickBooks, ADP, Paychex, Ceridian and other mainframe proprietary programs. Educational background is Associate of Science degree, Accounting.

Important contributions included converting from manual to Sage 50/Peachtree invoicing of monthly and quarterly consulting invoices as well as managing expense invoices for portfolio companies to streamline the invoicing process. All aspects of accounting for up to 18 companies were maintained. Setting up procedures by jobs and sub-categories on Sage 50/Peachtree invoicing was done to streamline preparation of expense invoices quarterly. Formatting a calendar for all accounts payables, fixed and variable with due dates to insure timely payments was one of the key roles. The accounts receivable was managed using the newly computer generated procedure of invoicing. In addition, this individual reconciled all travel expenses for partners (5) and associates (3), with coding and descriptions to ensure SEC compliance.

Functions involved reconciling all bank statements and investment accounts monthly, as well as producing all journal entries as needed. Maintaining the integrity of all financial reports for use yearly for tax filing, K-1s and 1099s was one of the skills brought to the table. The Sage 50/Peachtree database was managed on a yearly basis for record-keeping. Intercompany accounts were maintained to allocate expenses between separate companies. All Sage 50/Peachtree financial reports were maintained for monthly board meetings.

What can an accounting manager who is knowledgeable in Sage 50/Peachtree, Sage 200 and QuickBooks with experience in education, manufacturing and financial services industries do for your organization? Technical competencies consist of Sage 50/Peachtree, QuickBooks, Success 2000 (AS/400), Paychex, ADP, Sage 200 and Foreign Exchange Payments. Educational background includes BA in Accounting. This individual is a Certified ISO Internal Quality Auditor.

Key roles were composed of managing the accuracy of the day-to-day activities of accounts payable, accounts receivable, invoicing/billing and the general ledger. This accounting manager worked closely with the finance director to provide the status of the financial condition of the company. Tasks covered analyzing and maintaining the general ledger. All aspects of accounting were efficiently managed, including A/R, A/P, bank reconciliations through G/L, coordinating with accountant on Y/E financial reporting, tax returns and NYS CFR (certified financial reporting). Cleaning up the accounts receivable report was done to provide accuracy of accounts. Responsibilities were comprised of comparing and revising the accounting systems between Sage 50/Peachtree and Claims reporting.

Functions included preparing applications, billing and reporting. Monthly bank reports were prepared for the loan account. Quarterly and annual reports were provided for payroll with G/L. Weekly cash flow analysis reports were also prepared. This individual managed the accuracy and productivity of the day-to-day activities of accounts payable, accounts receivable, invoicing/billing, payroll, general accounting, human resources, computers (IT) and operations. Commercial banking relationships were managed to facilitate an appropriate credit resource under highly competitive terms. Developing, improving and issuing financial records to the President and Vice-President as requested in a timely manner comprised other contributions.

How can an accounting manager who is adept in Sage 50/Peachtree with background working in the petroleum, manufacturing and restaurant industries fit within your organization? Technical specialties cover Sage 50/Peachtree. This accounting manager is responsible for multiple aspects of business management. This specialist has a wide variety of industry experience ranging from food service to made-to-order manufacturing, large capital projects and large scale agricultural operations.

The job involved working directly for the CFO, in a privately owned company, which had multiple ventures, including the building and operations of a biodiesel manufacturing plant in South Carolina. The largest operating business was an 11,000+ acre registered cattle ranch in southwest Oklahoma. Tasks involved maintaining all accounting functions for six separate ventures on Sage 50/Peachtree software supplemented with Microsoft Excel and Word. An additional task covered preparing monthly financial statements and analysis for the CFO and owner. Aside from closing all subsidiary ledgers, an additional function consisted of reconciling details to general ledger balances.

Reconciling all cash accounts and creating all PBC schedules for tax preparation were some of the key roles. This accounting manager was supportive of team environment and assisted in other areas such as collection and customer service. Personnel files, employee benefits, insurance and 401K were maintained. Responsibilities involved working with various audits, including workers comp, due diligence for acquisition proposal, sales tax and external audits.

Does an accounting manager with knowledge of Sage 50/Peachtree and QuickBooks as well as work background in real estate and wholesale trade industries pique your interest? Technical knowledge includes Sage 50/Peachtree and QuickBooks. Educational attainment is Bachelor of Arts in Accounting.

Accomplishments included contributing to a 25% increase in productivity levels and streamlining accounting processes. Profitability was increased by 10% by eliminating redundant accounting management procedures. The new invoice dispute reporting system was developed which reduced the open invoice cycle time from approximately 30 to 15 days. This specialist was responsible for complete accounting cycle and effectively managed, trained as well as motivated a staff of (16). Responsibilities consisted of setting up organizational and operational procedures for A/P, A/R, P/R, inventory control and purchasing department. Duties involved preparing and analyzing consolidated financial statements. Evaluation of results was used to establish financial policies and enhance internal controls.

The job covered setting up and establishing policies or procedures for tax packages and annual audit packages for an external CPA firm. Key roles involved organizing and developing financial packages for external lending and banking groups. Accounting systems were maintained in a one-site online software environment. Other accounting entities were maintained utilizing QuickBooks and Sage 50/Peachtree accounting software.

What can your organization gain with the help of an accounting manager who is skilled in Sage 50/Peachtree and MS Dynamics GP, with experience in IT, manufacturing and financial services industries? Technical skills cover Sage 50/Peachtree, MS Dynamics GP, FRx, Ameritech’s ERP System, McCormack & Dodge as well as Xero. Educational attainment includes Bachelor of Science in Accounting. This individual is a Certified Public Accountant with CMA (Certificate of Management Accounting) certification.

Providing accurate and complete financial oversight to improve an organization’s bottom line was one of the main contributions. Responsibilities included financial closings and reporting, GAAP accounting, budgeting, workflow re-engineering, standard and job costing, project management, data and system integrity, variance analysis and account reconciliations, supervision and mentoring of professionals and support personnel, auditor interface, cash flow analysis, as well as interpretation and communication of results for all levels of management. This specialist provided accurate and timely financials and analysis of operations. The accounting system was converted from Sage 50/Peachtree to cloud-based Xero system. An additional function covered transitioning payroll, employee benefits and 401K to new providers.

Notable tasks included managing daily cash flow needs and working with vendors to improve terms. Financial reporting was improved by creating a department and line of business statements. The job involved working with auditors and tax preparers to settle income and sales tax issues. Working with a bank to provide funding for fixed asset purchases was one of the key roles. Duties covered financial closings and reporting in accordance with GAAP, inventory control, expense analysis, account reconciliations, as well as management of HR and payroll.

Could the future success of your organization be helped by this accounting manager who is knowledgeable in Sage 50/Peachtree and QuickBooks with work background in retail and distribution industries? Technical competencies involve Sage 50/Peachtree, Quicken and QuickBooks. Educational background includes a Mathematics course and additional Accounting credits.

Monitoring the accounts receivable department and the purchasing department was one of the responsibilities in a retail company. The payroll department was efficiently managed with active involvement for salaried individuals. Monthly and year-end financials were prepared; serving as liaison to the company accountant. Monthly and quarterly tax returns were filed for 12 states inclusive of New York. Duties consisted of payables, leases, insurances and licenses. Aside from establishing credit lines, the job entailed negotiating payment plans due to business seasonality. Assistance was directed in audits and bank transactions. Entries were allocated for the general ledger in line with balancing bank reconciliations. Accounting procedures were implemented with the IT department.

As staff accountant, accounting software was implemented on PC and MAC. Payroll and taxes were prepared. Budgets, reports and cost evaluations were performed. Managing accounts payable and receivables was part of the key roles. Insurances and investment funds were implemented. As bookkeeper, cost evaluations were handled based on amperage and surface area formulas. Plating solutions were analyzed and balanced through daily lab procedures. Monthly accounts payable and receivables were also balanced for the accountant.