Charlotte, North Carolina, United States
As I now roll from being the mechanic as a Finance & Systems Controller, I take my expertise in enhancing profitability through strategic organizational advice on a consultant-level because that is where you need me, with YOU driving your business to profit. Even better, I now have a team that drives the tasks for you while my focus is not just consulting, but training and educating in the industry and software used so you have the power of the backend when you need it. Our team has successfully consulted with single family property management firms to foster growth and efficiency. My daughter and co-owner is the driving force behind the AP Optimization division while the skillset I've honed includes the added IT, data analysis, and financial control that is an integral part to the success of small businesses in the competitive real estate landscape. Previously, at Bottom Line Property Management, I revamped accounting operations, managed communications with over 500 investors, residents and vendors all while collaborating on monthly budgets and financial tasks working the front lines. This experience equipped me with a deep understanding of investor relations, ensuring accuracy and strategic financial planning from front-end to back. I mastered it right down to the software! My mission is to leverage technology and financial acumen to empower businesses, driving sustainable growth and success in the next generation of streamlining, AI. Let's take the first step and put you in proactive profit and not reactive loss!
• Consult and train single family property management firms nationwide on financial software systems and organizational strategies for enhanced profitability. • Utilize background in IT, data analysis, real estate, and financial control to drive growth and success for these small businesses. • AP Optimized is a division that supports all day-to-day Accounts Payable tasks to help keep you in Operations and let us keep the back-end moving! (vendor payments, management fees, owner statement efficiencies, utility management, pass-thru/suppressed fees health, Diagnostics insights, audits so you know!) • We now partnered with a Trust Accounting CPA who helps with any triple-tie-out needs if you don't have one.
Have you ever had a relationship so complex, so transformative, that it changed the very core of who you are? My story with Michelle is one of those. She was my childhood bully...who became my best friend and helped mold the best version of who I am today; driven, successful, tenacious and non-judgemental who loves unconditional but cautiously. For 30 years, she battled cancer on and off. I even had a period of my own battle. In her toughest moments, she became my rock, helping me navigate an adult bullying experience. I emerged stronger, wiser, with a clearer vision, and carrying her incredible energy. Our lives changed end of 2022. I am here to share our story. This YouTube channel will allow those all over the world to join our incredible journey of love, loss, and transformation for both of us. It's a story you won't forget.
As Complex Financial Optimizer (what I prefer to be know for). I focus on software system strategies for maximum efficiency within the full scale financial aspect and flow for the firm and the investor assets that we manage.
Led the overhaul of accounting operations at Bottom Line Property Management, managing investor inquiries, collaborating on budgets, and ensuring compliance with tax filings. • Managed 500+ investors' inquiries, reports, tax documents, and online portal navigation. • Collaborated with COO on annual budgets and prepared financial reports. • Ensured compliance with tax filings and managed local, state, and federal government reporting requirements.
• Provided business and financial consulting services to BriBakes LLC, now Sugar & Flour, offering strategies to maintain steady income through accounting and business advisement. • Assisted the startup through challenging times such as Covid and inflation, ensuring financial stability and growth. • Collaborated with the team to implement cost-effective solutions and drive revenue growth for the company. • Developed strong analytical and problem-solving skills in the finance and business industry.