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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
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
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,
* 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,
* 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,
* Upgraded procedures for billing, accounting,
payroll, purchasing and banking.
* Reconfigured job descriptions,
recruited and trained staff.
Non-Profit Agencies,
* Computerized project budgets and
financial records for grants.
* Improved procedures for operations staff
interactions.
Software Developer,
* Prepared data for analysis of new
Meditation Foundation,
* 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,
* 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