Below are the 7 Implementers and 8 Trainers with Peachtree/Sage 50 & other systems experience. The Thor Group® provides cost accountants & staff accountants as well as other accounting, bookkeeping, A/P clerks and payroll specialists on a consulting, contracting or direct hire basis.

Select the Title Links for Additional Information on Each of These 7 Implementer Summaries

1. Implementor, Knowledgeable in Business Management as well as Using Sage 50/Peachtree, QuickBooks Premier and MS Dynamics SL, who Worked in the Manufacturing, Food Services and Construction Industries

2. Implementor, Adept in Sage 50/Peachtree, QuickBooks and MAS 200 with Bookkeeping Experience as well as Work Background in Professional Services, Financial Services and Automotive Industries

3. Implementor, with Accounting, Tax, Financial Consulting & IT Application Support Background, Proficient in Sage 50/Peachtree, QuickBooks, MS Dynamics GP & NetSuite, with Professional Services, Manufacturing & Financial Services Industry Experience

4. Implementor, Experienced in Accounting as well as Working in Retail, Financial Services and Manufacturing Industries who Knows Sage 50/Peachtree, SAP, QuickBooks and PeopleSoft

5. Implementor, with Software Development Background, Well-Versed in Sage 50/Peachtree, PeopleSoft and Salesforce, who Worked in IT and Professional Services Industries

6. Implementor, with Project Management and Resource Management Skills as well as Proficiency in Sage 50/Peachtree, MS Dynamics Great Plains and Accpac who has Work Background in Manufacturing, Wholesale and Professional Services Industries

7. Implementor, Specializing in Sage 50/Peachtree, QuickBooks, SAP, JD Edwards, MS Dynamics GP and PeopleSoft with Business Intelligence Training as well as Experience in Advertising, Personal Services and Professional Services Industries

Select the Title Links for Additional Information on Each of These 8 Trainer Summaries

1. Trainer, who can Reduce Customer’s Tax Return Processing Time and Costs, with Skills in Sage 50/Peachtree & QuickBooks, who Worked in Financial Services, Health/Wellness and Telecommunications Industries

2. Trainer,/Accountant who Completed the Transfer of Manual Accounting Data to the Sage 50 Accounting System, Adept in Sage 50/Peachtree, Sage Payroll & Sage Job Costing, with Work Background in Wholesale/Distribution, Aviation & Quarrying Industries

3. Trainer,/Project Manager who Maximized Investments and Increased Efficiency, Skilled in Sage 50/Peachtree, Misys & QuickBooks, with IT Solutions, Publishing & Professional Services Industry Experience

4. Trainer,/Controller who Helped a Small Business in Bookkeeping (GAAP) and Tax Reporting, Knowledgeable in Sage 50/Peachtree, Great Plains, QuickBooks and PeopleSoft/Oracle, with Industry Background in Professional Services and Financial Services

5. Trainer, who Educated Clients on Using Accounting Programs such as Sage 50/Peachtree, Sage 100, and Versions of QuickBooks, who Worked in Accounting Services, Packaging and Manufacturing Industries

6. Trainer,/Accountant with Financial Expertise to Improve Profits/Operations, Reduce Costs & Develop Strategies, Adept in Sage 50/Peachtree, NetSuite & QuickBooks, Experienced in Accounting Services, Wholesale & Containment Services Industries

7. Trainer,/Manager who can Increase Productivity & Reduce Monthly Expenditures by Delivering Proposals on Established Networked Digital Devices, Skilled in Sage 50/Peachtree & Quantum Accounting, who Worked in Tobacco & Digital Printing Industries

8. Trainer,/Manager who Supervised/Trained Junior Staff & Assisted in Training Junior Managers, Well-Versed in Sage 50/Peachtree, Microsoft Dynamics SL & QuickBooks, with Industry Background in Accounting Services and Business Management Services

You will find The Thor Group’s commitment to integrity & quality is reinforced by “Doing what we say we are going to do.”

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ID #: BT15490723

Implementor Knowledgeable in Business Management as well as Using Sage 50/Peachtree, QuickBooks Premier and MS Dynamics SL, who Worked in the Manufacturing, Food Services and Construction Industries

Does hiring an implementor who worked in the manufacturing, food services and construction industries meet your business needs? This Business Management graduate’s technical experience consists of Sage 50/Peachtree, QuickBooks Premier, Microsoft Dynamics SL (formerly Solomon) and Microsoft SQL Server. The individual is also a Microsoft Certified Professional (MCP) for SQL Server. Expertise is primarily in AP, AR, inventory, payroll administration, financial reporting, BOM, Standard Cost design, budgeting, and variance analyses.

Doing contractual work for various companies, focus was on accounting systems implementation. The job called for implementing Peachtree Accounting (currently Sage 50) and QuickBooks in various business concerns in services, construction, and manufacturing companies. This effort involved transitioning company accounts from manual, spread sheets, and other older systems, thus increasing data accuracy, speedy generation of required reports, and enhancing the control of business operations. This enabled the companies to have timely performance reviews of periodic operating results.

For a manufacturer, duties included reviewing account reconciliations, monthly close of ledgers, payroll, journal entries, and fixed assets statuses. Achievements were streamlining business processes, implementing BOM or budgets as well as conducting periodic assessments of actual results against standards. This initiative resulted in 71% waste reduction of concrete volume, components, and labor cost per cubic meter of precast elements produced.

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ID #: JAS15490724

Implementor Adept in Sage 50/Peachtree, QuickBooks and MAS 200 with Bookkeeping Experience as well as Work Background in Professional Services, Financial Services and Automotive Industries

Will it be advantageous for your company to recruit an implementor with work background in professional services, financial services and automotive industries? This business administration graduate’s knowledge of computer applications includes Sage 50 Accounting, QuickBooks, Microsoft Works, Microsoft OneNote, Host Analytics and , MAS 200. Areas of expertise also include GAAP accruals, bookkeeping, financial reporting, account reconciliations, financial accounting, financial analysis, fixed assets and AR/AP functions.

In a fleet management group, the individual directly supervised 30+ employees across 5 teams, in addition to managing all accounting department functions. The work covered developing and implementing on-going employee training for all accounting staff. This effort improved productivity by 45% and accuracy by 50%.

Another job called for overseeing all business, financial and employee operations. Accomplishments included transitioning company from QuickBooks to Sage 50 Accounting. This included creating/developing the chart of accounts, customizing financial statements, and setting up vendors, clients and employee profiles within the new software. The work required developing as well as implementing a strategic plan to restructure the business and financial operating procedures. Other duties were defining and implementing standard operating procedures & controls to optimize inventory levels as well as reduce inventory costs.

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ID #: MBB2686193KXW

Implementor with Accounting, Tax, Financial Consulting & IT Application Support Background, Proficient in Sage 50/Peachtree, QuickBooks, MS Dynamics GP & NetSuite, with Professional Services, Manufacturing & Financial Services Industry Experience

Is employing an implementor with experience in the professional services, manufacturing and financial services a major business consideration for you? This Accounting graduate’s computer skills cover Sage 50, Sage 100, Microsoft Dynamics GP (formerly Great Plains), QuickBooks Pro, NetSuite Software, and Intuit Pro Series Income Tax Program. Aside from being a Certified Sage 50 (formally Peachtree Accounting Software) 2016 Consultant, the individual is also a CISA (Certified Information Systems Auditor) and QuickBooks 2016 ProAdvisor. In addition to having intensive NetSuite training, assets include membership in ISACA (Information Systems Audit and Control Association).

In a financial services group, focus was on accounting, tax, financial consulting, and information technology/ software application support. The work required providing software implementation services and support for Microsoft Dynamics GP (formerly Great Plains), QuickBooks (all versions), and Sage 50 (formerly Peachtree Accounting Software).

In an equipment rental agency, duties were handling the project management transition of newly purchased companies, including integration and consolidation into parent company. Aside from meeting with management and key personnel to schedule and communicate a plan, part of the job was upgrading the company from a legacy system to Sage 100, and training employees on new system.

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ID #: PA2226291KXW

Implementor Experienced in Accounting as well as Working in Retail, Financial Services and Manufacturing Industries who Knows Sage 50/Peachtree, SAP, QuickBooks and PeopleSoft

Is selecting an implementor who is experienced in retail, financial services and manufacturing industries a good move for your company? This Accounting graduate has technical knowledge of Sage 50/Peachtree, SAP, QuickBooks and PeopleSoft. The individual also has a Master of Business Administration in Financial Management.

One job called for designing and implementing a new automated accounting system for a parent company and its subsidiary companies using QuickBooks Software and Sage 50 (Peachtree) software. Review was done for 12 months of operation’s invoices, receipts, payments, revenue and related documentation of unrecorded transactions. The job involved preparing a brief report to explain the results of operation to management, as well as making recommendations for performance improvement.

For a furniture company, work involved preparation and analysis of the basic monthly, quarterly and year-end financial statements. Part of the job was performing general ledger accounts analysis and bank reconciliation statements. Achievements included implementing automated billing and collection system in compliance with ICD code 900 and CTN code as well as increasing billing from $100 million to $150 million. Also carried out were designing and implementing the conversion to a new accounting system using Peachtree (Sage 50) software.

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ID #: TG15491097

Implementor with Software Development Background, Well-Versed in Sage 50/Peachtree, PeopleSoft and Salesforce, who Worked in IT and Professional Services Industries

What possibilities can hiring an implementor with background working in IT and professional services industries create for your business? This Business Management graduate is technically proficient in Sage 50, Sage One Accountant, PeopleSoft, Salesforce.com, OIP programs, Harte-Hanks, Hoovers, DSA, Dart, Smart Net, SaaS, IaaS and cloud computing. Other areas of expertise are SDLC (software development lifecycle), contract management, IT infrastructure/design/ implementation, as well as account management/vendor management. Membership is with Scrum Alliance and Project Management Institute (PMI). The individual is also a CSP (Certified Scrum Professional), a CSPO (Certified Scrum Product Owner), a CSM (Certified Scrum Master) and is ITIL v3 Foundation certified.

While working for a software company, priority was on enterprise software delivery implementation of 2 enterprise-wide products, Sage One Accountant & Sage 50 accounting software. In addition to reviewing policies and scenarios, another duty was overseeing organizational change management. Design and implementation of training programs was done for Inside Sales teams, end users and support teams. Part of the job was promoting the use of Agile Methodologies. Another responsibility was managing project revenue reporting, in addition to implementing sound solutions approaches based upon project management principles.

In another IT company, work involved creating/ implementing category strategies, tracking performance and end results. Aside from documenting setups and configurations of supported information systems, the job involved managing/overseeing on-site hardware maintenance and support including system configuration, hardware/ software workstations/ peripherals, operation systems and utilities.

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ID #: ALS2269152KXW

Implementor with Project Management and Resource Management Skills as well as Proficiency in Sage 50/Peachtree, MS Dynamics Great Plains and Accpac who has Work Background in Manufacturing, Wholesale and Professional Services Industries

Can recruiting an implementor with work background in manufacturing, wholesale and professional services industries have a positive impact on your company? This Accounting graduate’s software knowledge spans Sage 50/Peachtree, MAS 90, MAS 200, MAS 500, QuickBooks Enterprise, Microsoft Dynamics Great Plains, Accpac and other technologies.

In a software company, this software implementation professional was in charge of pre and post-sales consulting, needs analysis, project management, and resource management. Additional tasks were installing and implementing Sage 50 as well as setting up new database. Training and support was provided for accounting and IT staff. The job called for providing needs analysis, project management, software installation, implementation, data conversion and software integration services.

While with an accounting firm, the individual managed over fifty implementation projects that involved for-profit and not-for profit organizations. Job requirements included using Sage MIP, Sage Fundraising 50, The Financial Edge, and The Raisers Edge. Part of the job was working with multiple organizations, either as an outsourced Controller, Director of Finance; Software Implementation Consultant, or Software Trainer using the above software.

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ID #: AT15269703

Implementor Specializing in Sage 50/Peachtree, QuickBooks, SAP, JD Edwards, MS Dynamics GP and PeopleSoft with Business Intelligence Training as well as Experience in Advertising, Personal Services and Professional Services Industries

Is hiring an implementor with experience in advertising, personal services and professional services industries a priority for your company? This Accounting graduate is technically proficient in Sage 50/Peachtree, MAS 90, MAS 500, Sage FAS (Fixed Asset System), PeopleSoft, QuickBooks, Oracle Financials, SAP, JD Edwards, BIPCS, Quicken, ADP PayExpert, Paychex Payroll Preview Hosting, Time & Labor Online, Microsoft Infopath, Microsoft SharePoint, SharePoint Designer, Cognos, Solomon, and Microsoft Dynamics (Great Plains). Training courses received include Excelling as a Supervisor/Manager; payroll related seminars, business intelligence training, and classes related to Sage FAS system.

For an eyeglass center, the job called for using Sage 50 Accounting system. Besides implementing Sage 50, also carried out was processing of monthly Sales & Use Tax payments and filings for several states by the 20th of the month. The work required analyzing/ reconciling monthly prepaid accounts and general ledger analysis of P&L accounts. Preparation was done for year-end 1099’s and other tax forms needed at year end with the outside tax accountant.

Another job focused on the conversion of new payroll vendor from ADP to Paychex. The individual led the main project for implementation of Microsoft SharePoint as part of a main corporate objective to streamline intranet approval system through an online and paperless system. Work involved preparing information necessary for audit and corporate tax filing including updating Sage FAS system for Fixed Asset Depreciation. Preparation was also done for journal entries and month-end reports/financials for a client using Peachtree Accounting system.

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ID #: DNP15490612

Trainer who can Reduce Customer's Tax Return Processing Time and Costs, with Skills in Sage 50/Peachtree & QuickBooks, who Worked in Financial Services, Health/Wellness and Telecommunications Industries

Would a trainer with experience working in bookkeeping services, health/wellness and telecommunications industries match the needs of your organization? Education and professional certifications include: B.S. Accounting and AFAA-Certified Personal Trainer. One notable accomplishment is reducing customer’s tax return processing time and costs. Software experience consists of Sage 50, Microsoft Office, QuickBooks, and all tax remittance/filing portals.

Acting as a trainer, QuickBooks and Sage Peachtree files were serviced or created to the cash or accrual specifications of the customers. These files included training of customers’ use of QuickBooks, training of CPA’s degreed new hire including principles of accounting, intermediate accounting, accrual accounting with T accounts, and Sage 50 training of an APLC firms accrual accounting multi entity balanced file.

While working for a health club, this owner/administrator/bookkeeper personally sold all membership sales for two decades inputting the transactions in the POS while cross training business partner and employees on the POS data input. This individual also serviced personal training to customers as a certified and insured personal trainer for 12 years.

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ID #: GC15495225

Trainer/Accountant who Completed the Transfer of Manual Accounting Data to the Sage 50 Accounting System, Adept in Sage 50/Peachtree, Sage Payroll & Sage Job Costing, with Work Background in Wholesale/Distribution, Aviation & Quarrying Industries

Could the future success of your organization be helped by this trainer/accountant with work background in wholesale/distribution, aviation and quarrying industries? Remarkable achievements/improvements include completing the transfer of manual accounting data to the Sage 50 accounting system, reconciling all balance sheet accounts, as well as replacing the manual management accounts with those linked to the Sage data via Excel. Technical skills are composed of Sage 50, Sage Payroll, Sage Job Costing, Sage WinForecast, Sage ACT!, Excel, and Word.

Contributed to the organization by setting up the Sage 50 accounting system for three companies within the group, as well as setting up the integration between the Sage Payroll system and the Sage Accounts system. Some of the tasks were training staff in the use of the Sage 50 accounting system, in addition to designing invoice templates, statements and customizing reports on the Sage 50 system for the accounting staff. Utilized skills were financial and management accounting, knowledge of Sage 50, Sage Payroll, Excel and Word, Sage 50 accounting system and more.

Supported organizational goals and objectives by maintaining the integrity of the Sage 50 accounting and payroll systems. Part of the job was to produce timely and accurate monthly management accounts. The job covered financial and management accounting, knowledge of Sage 50, Sage Payroll, Excel and Word, as well as supervisory skill and the ability to communicate effectively with management. Contributions were producing timely and accurate monthly management accounts, supervising the accounts assistant, as well as running the company’s Sage Payroll system.

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ID #: JAS15440318

Trainer/Project Manager who Maximized Investments and Increased Efficiency, Skilled in Sage 50/Peachtree, Misys & QuickBooks, with IT Solutions, Publishing & Professional Services Industry Experience

Is impacting your organization with a trainer/project manager with work background in IT solutions, publishing and professional services industries a current business consideration? One notable accomplishment is directing financial and budgetary activities (260k) to fund operations, as well as maximizing investments and increasing efficiency. Educational background is composed of B.A., Psychology & Thanatology, M.A., Psychology and Ph.D., Industrial and Organizational Psychology. Professional certifications and licensure include Sage 50-US Edition-Partner Release Training, Sage 50-US Edition-Certified Premier Advisor, Gamification – Coursera Course Certificates, Millennial Onboarding – Human Resources Certificate, Business Succession Planning- Human Resources Certificate and Managing Human Resources – Human Resources Certificate.

While employed as project manager, some of the tasks were implementing, training, and supporting clients in the use of Misys Manufacturing, Sage 50, and QuickBooks software. This specialist was responsible for creating/assigning cases for distributed team workflows in Sage CRM and Autotask. Another duty was designing and building knowledge bases supporting nationally distributed teams.

As founder and president of a content production, publishing, and small press business, key duties were developing and distributing documentary, cultural, educational, informational, entertainment, marketing and other content and services from initial concept to digital environments. The creation of learning products, web-based training aids and blended learning programming for project lifecycle was carried out. Additional duties consisted of directing HR activities that included recruiting, onboarding, training, and exit interviews, as well as planning, implementing and directing business and organizational policies, objectives and activities to ensure continuing operations, to maximize return on investments and to increase productivity for reinvestment.

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ID #: JPL2708108

Trainer/Controller who Helped a Small Business in Bookkeeping (GAAP) and Tax Reporting, Knowledgeable in Sage 50/Peachtree, Great Plains, QuickBooks and PeopleSoft/Oracle, with Industry Background in Professional Services and Financial Services

What contributions could a trainer/controller with work background in professional services and financial services industries bring to your organization? Educational attainment consists of B.S. Accounting and a degree in Broadcasting & Communications. Professional certifications: Certified Public Accountant, (CPA) and Certified Management Accountant, (CMA). Technical skills are composed of Sage 50/Peachtree and Crystal Clear Financial Report Writer, ProSeries Federal and Multi State Tax software, H&R Block Home Tax software, QuickBooks, Impromptu FRx, Microsoft Money, PeopleSoft/Oracle, Deltek GCS Premier, CostPoint, Great Plains Dynamics, and Darwin Business System.

Challenges like training a small business in government compliant accounting system, Federal Acquisition and Regulations, Cost Accounting Standards (CAS) and preparing for DCCA Audits and billing compliances were welcomed and successfully completed. This individual helped a small business in bookkeeping (GAAP) and tax reporting (IRS and States or prepared startup paperwork and structures). Also, part of the job was to participate as Sage Peachtree Beta Version and local expert for such confined software users training and helping local accountants with issues whether related to the software of general accounting in partnership with the Sage Peachtree accounting.

The position entailed serving as trainer and advisor for the new accounts payable person during the transition to a new position. The job covered ensuring that all transactions made and reported by field offices are corroborated by accurate receipts/backups when field accountants shipped hard copies of documents used to prepare financial statements that were reported electronically. Moreover, this specialist reconciled and calculated field employees fringe benefits, advances or payroll deductions that were accrued and paid to local authorities and ensured that all amounts reported by field accountants matched with headquarter ledgers.

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ID #: MLAR15490297

Trainer who Educated Clients on Using Accounting Programs such as Sage 50/Peachtree, Sage 100, and Versions of QuickBooks, who Worked in Accounting Services, Packaging and Manufacturing Industries

Would it be beneficial for your organization to employ a trainer who worked in accounting services, packaging and manufacturing industries? Educational attainment is composed of the following: Associate of Arts, a Bachelor’s degree in Human Resource Management, Master of Accounting and Master of Finance. Software skills include Sage 50/Peachtree, Sage 100, QuickBooks and Crystal Reports.

Serving in an accounting services company as trainer, a key duty was training clients on using accounting programs such as Sage 50, Sage 100, and varied versions of QuickBooks. This specialist was responsible for planning, leading and performing a variety of accounting functions for clients, including recording financial transactions, managing AP and AR, setting up and preparing payroll, producing payroll reports, as well as reconciling bank statements. Additional responsibilities were performing quarterly and annual payroll reports, sales tax reporting and preparing tax returns for clients.

As an educator/trainer, responsibilities were training and consulting, including but not limited to, providing contract education/training in HR, Accounts Payable, Accounts Receivable, and Payroll. Core strengths included specializing in sales and use tax consulting, education/training, as well as providing easy to understand training for a complex issue for most companies. Part of the job was to provide on-site education/training as well as review for companies that needed sales and use tax assistance, apart from providing Crystal Reports on-site education/training. Education/Training was specific to the software the company was using that provided data tables to Crystal Reports. This type of education/training was beneficial as live data was utilized and necessary forms or reports were created during training.

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ID #: MBB2686193KXW

Trainer/Accountant with Financial Expertise to Improve Profits/Operations, Reduce Costs & Develop Strategies, Adept in Sage 50/Peachtree, NetSuite & QuickBooks, Experienced in Accounting Services, Wholesale & Containment Services Industries

Would a detail-oriented trainer/accountant with experience working in accounting services, wholesale and containment services industries fit in your organization? Educational background is composed of BS/BA, Accounting. Professional certifications and memberships include CISA (Certified Information Systems Auditor), Certified Sage 50 (formally Peachtree Accounting Software) 2016 Consultant, member of ISACA-Information Systems Audit and Control Association and QuickBooks 2016 Pro Advisor and Consultant. Computer skills consist of Sage 50 & 100, Microsoft Dynamics Great Plains, QuickBooks ProAdvisor, NetSuite Software, Intuit ProSeries Income Tax Program, and more. This specialist has used financial expertise to improve profits and operations, reduce costs, and develop strategies for the company such as break-even analyses, cost-volume-profit relationships, and standard cost methods.

Some accomplishments included providing software implementation services and support for Microsoft Dynamics GP (Great Plains), QuickBooks (all versions), and Sage 50 (Peachtree Accounting Software). This individual also developed marketing and sales strategies for QuickBooks and Sage 50 accounting software aimed for small business clients. Additional responsibilities were providing instructional presentations for Sage 50 and QuickBooks, as well as performing assessments and reviews for customers’ accounting policies and procedures, recommended best practices and improved work flow.

The position entailed transitioning new clients’ books and records to an upgraded accounting system such as QuickBooks, Sage 50 or NetSuite. Some of the duties included daily cash updates, monthly cash reconciliations, monthly financial reporting (preparation of income statement, balance sheet, statement of cash flows), monthly/quarterly sales and use tax filings, as well as reconciliation and maintenance of all general ledger accounts.

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ID #: NR15490371

Trainer/Manager who can Increase Productivity & Reduce Monthly Expenditures by Delivering Proposals on Established Networked Digital Devices, Skilled in Sage 50/Peachtree & Quantum Accounting, who Worked in Tobacco & Digital Printing Industries

How can a trainer/manager who worked in tobacco, office solutions and digital printing solutions industries help your organization? Educational attainment is composed of an Associate’s degree in Applied Sciences-Microcomputer System Technology and a degree in Business Administration and Marketing Research. Software know-how includes Sage 50/Peachtree, Windows and Quantum Accounting. A key accomplishment involves delivering presentations and proposals to establish how networked digital devices would increase productivity and revenue, as well as reduce monthly expenditures.

Working with challenging issues such as being responsible for training the sales team on Sage 50 Quantum Accounting 2014, Microsoft Office Software, and product research online have vetted this specialist’s work experience. Key duties involved training a shipping department on UPS and FedEx Software, serving as product specialist and trainer for all new hires, as well as being responsible for developing policies and procedures. These initiatives helped increase sales from $488 thousand to $2.6 million.

This trainer applied a “can do approach” in the area of developing a total cost of ownership (TCO) analysis, providing data on the companies’ exciting situation versus solutions. This specialist also assisted companies in developing a comprehensive document imaging strategy through consultative research and analysis of the office environment.

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ID #: OK15288519

Trainer/Manager who Supervised/Trained Junior Staff & Assisted in Training Junior Managers, Well-Versed in Sage 50/Peachtree, Microsoft Dynamics SL & QuickBooks, with Industry Background in Accounting Services and Business Management Services

Would hiring a trainer/manager with experience working in accounting services, business management services and nonprofit sectors, help meet the needs of your organization? Educational attainment is composed of Bachelor of Accountancy, with secondary field of concentration in Sociology. Application skills consist of Sage 50/Peachtree, Microsoft Dynamics SL (Solomon), Fund E-Z; QuickBooks, ProSystem fx Tax, ProSystem fx Document, ACE and GoSystems.

Acting as senior manager for an accounting services company, part of the job was to consult with clients in assessing accounting system requirements, as well as developing chart of accounts, internal and external reporting tools. Some of the duties were installing and customizing Fund E-Z, Sage 50 and QuickBooks for non-profit and for-profit clients, training client and in-house staff on Microsoft Dynamics SL (Solomon), Fund E-Z, Sage 50 and QuickBooks, as well as troubleshooting in-house and client systems.

While working as a trainer for an accounting services firm, the job covered training clients on coding and recording accounting data and timesheets. This specialist also supervised and trained junior staff; as well as assisted in training junior managers. Accomplishments involved identifying and communicating technical issues and practical applications to enhance the firm’s expertise, as well as implementing best practices for improving processes and maintaining the firm’s quality control standards.

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