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NEED A MANAGER'S EXPERTISE BUT NOT A FULL-TIME MANAGER?

 

ANN VALLIANT

PRESIDENT

BUSINESS-SAVVY BOOKKEEPING, INC.

 

510-547-8521

AnnV@Business-Savvy-Books.com

 

 

EXPERT HANDS-ON HELP

 

Thirty-plus years' experience managing & consulting with small, mid-size and large businesses, for-profit and not-for-profit.

 

I usually report directly to the owner, board of directors or high-level manager.

 

All benefit from my broad experience, articulate analysis, keen understanding of human nature and passion for success.

 

ACCOUNTING

BUSINESS SET-UP / DEPARTMENT SET-UP

STAFF HIRING, TRAINING, & PERFORMANCE REVIEWS

SOFTWARE CHANGES

PERSONNEL MANAGEMENT

AUDITS

See below for details.

 

 

ACCOUNTING

*         Accounting set-up or upgrades of procedures and software.

*         Bookkeeper hiring, training, & supervision.

*         As your business changes, do you want your existing staff to take on new responsibilities?

o        Accounts payable

o        Accounts receivable

o        Reconciliations

o        Budgets

o        Cash management projections

o        Financial analysis

o     Inventory management

*         Retain me to evaluate your staff's abilities, recommend appropriate responsibilities and retrain your personnel.

 

BUSINESS SET-UP / DEPARTMENT SET-UP

*         Are you setting up a new business?

*         Review an operations checklist with me.

o        Understand operations requirements more clearly.

o        Evaluate what you've already set up.

o        Clarify who will manage and perform operations tasks.

o        Get good advice about priorities and resources.

 

*         Is it time to define a new department (accounting, purchasing, etc.) in your business? Contract with me to help you

o        develop procedures,

o        prepare operations manuals,

o        write job descriptions and employee evaluations,

o        hire and train new staff.

 

STAFF PERFORMANCE REVIEWS

*         Does your operation staff's performance need improving?

o        I bring broad and detailed knowledge of standard business procedures and decades of hands-on experience.

o        Under my training, your operations staff will learn to do their jobs well, individually & with one another.

*         Special focus on the interface between financial management and other operations areas.

 

SOFTWARE CHANGES

*         You upgrade your software and then your procedures fall apart.

o        I discover how the changes in your software are affecting your entire operations,

o        recommend procedural changes and redefinition of staff responsibilities,

o        and help your staff become compliant and competent as they learn to use the new software.

 

PERSONNEL MANAGEMENT

*         Employer set-up, payroll set-up, payroll preparation.

*         Employee benefits, new hire packets, employee manuals.

*         Job descriptions, employee evaluations, terminations.

*         Management support

 

AUDITS

*         Do you have an upcoming audit?

Yes, you do.

Sometime in the life of your business, someone will require that you submit your

accounting or payroll records for their review.

*      Hire me now to review your record-keeping and suggest policies and procedures that will make it easier to avoid and prepare for audits.

 

MY RATES

*         Rates vary $100-150/hour

 

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ANN VALLIANT -- EXPERIENCE HIGHLIGHTS

 

President

2005-Present

Business-Savvy Bookeeping, Inc. provides a full rance of bookkeeping services for

individuals & small businesses who understand the value of hiring bookkeepers who

understand busines operations & tax requirements. For more information, go to

www.Business-Savvy-Books.com

 

Controller

2001-2005

Start-up manufacturing company that grew to two and a half million in annual sales.

Implemented standard business procedures for all business operations including:

*         Accounting, audits, forecasting and other financial reporting

*         Payroll and other human resources including benefits and contract management

*         Workers compensation and other insurance

*         Inventory purchasing and general purchasing

*        Inventory management

Supervised accounting, customer service and general office staff.

 

Consultant and Trainer

1997-2001

(partial list)

International Finance Division of Major Investment Broker, San Francisco, CA

*         Trained staffs of six international subsidiaries to implement reporting protocols & accounting conventions that made it possible to prepare

consistent world-wide reports.

*         Developed weekly international profit & loss reports; wrote procedures manual.

 

Marketing Company, Oakland, CA.

*         Trained all-new three-person accounting staff for marketing company with eight-million dollar annual sales during period of rapid growth

and high staff turn-over.

 

Law Partnership, San Francisco, CA.

*         Upgraded procedures for billing, accounting, payroll, purchasing and banking.

*         Reconfigured job descriptions, recruited and trained staff.

 

Non-Profit Agencies, Oakland and Berkeley, CA.

*         Computerized project budgets and financial records for grants.

*         Improved procedures for operations staff interactions.

 

Software Developer, Emeryville, CA.

*         Prepared data for analysis of new U.S. and European pricing structure for software technical support.

 

Meditation Foundation, Oakland CA

*         Set up and headed Purchasing & Receiving Department that handled over one million dollars annually in purchases and equipment rentals

for an annual retreat, serving over five thousand people annually for three years.

*         Supervised eight-person purchasing & receiving staff.

 

Business Manager

1993-1997

Private School, Berkeley, CA.

*      Redesigned School's financial management and marketing. Annual revenues increased from $650,000 to $1,100,000 and the school attained unprecedented levels of profitability.

*      Advised Board regarding fundraising. Fundraising revenue quadrupled.

*      Prepared insurance claims that resulted in recovery of all losses from a fire that destroyed the elementary school.

*      Supervised accounting and general office staff.

 

 

Copyright 2006-2008 by Ann Valliant