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Tigard, Oregon, United States
November 27, 2017

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My family is relocating to the Portland area in December and I am looking to obtain a position within your company that will allow me to aid you in developing the financial well being of your organization by providing accounting services and enacting policies and procedures, while utilizing my previous experiences to improve beyond my abilities currently, and also to build a strong business relationship with the company and clients; and exceed expectations to excel within the company. I am a hard worker who feels fulfilled when helping people achieve their goals. I have a thirteen year career in profitable small business ownership and management. I am an exceptional problem solver with strong skills and customer experience focused.


Accounting and finance background

Financial statement analysis

Budget forecasting expertise

Account reconciliation expert

General and tax accounting

Budget analysis

Staff development

Inventory control

Policy/program development

Client focused

Business operations organization

Human Resources Strategies

Operations management

Financial and Operations Strategies

Financial monitoring and analysis for

performance and corrective action

Strong organizational skills

Excellent managerial techniques

Effective time management

Computer savvy

Calm under pressure

Complex problem solving

Flexible team player

Advanced computer proficiency (PC)

Strong presentation skills

MS Office proficient


Business Consultant/Founder

January 2017 to Present

2Paradigms, LLC – Bainbridge Island, WA

Bookkeeping and Accounting work, as well as tax preparation and consulting, remote and on site. Work with businesses to analyze areas of potential need and change. Work with owners to aid them in achieving their goals. Ensure compliance with government entities. Specialize in financial review and analysis, budgeting/planning, operations management (including HR compliance), contract review and entity set up, and accounting clean up.

Proficient in QuickBooks 2004 2017, Adobe Suite, MS Office Suite, AppFolio Chief Operations Officer

August 2015 to February 2017

3rdThird Marketing – Seattle, WA

Initially hired to bring start up company out of three hundred thousand dollar debt position and train owner to manage business. Within one year, successfully turned company into a two hundred thousand dollar net position, and climbing. Assisted in growing the firm from a four person, single office to a ten person bi coastal firm. Created new processes to track jobs, costs and income. Created Quarterly and Annual Budgets and marketing plans.

Prepare and maintain company books and records, and prepare and file monthly/quarterly/annual payroll and business taxes. Prepare and file annual tax return. Order and track all company supplies. Complete all billing payment, as well as payroll functions. Complete all HR interviews, hires, training, reviews, and terminations. Proficient in QuickBooks 2016, Adobe Suite, MS Office Suite, Google Drive Owner/Tax Preparer/Enrolled Agent

November 2006 to August 2016 (Sold Business)

Anderson Accounting Group, LLC – Poulsbo, WA

Ran and managed all aspects of fast paced, growing accounting firm. Took firm from 300 clients to over 900. Successfully revamped major accounting, tracking, and workload systems to ensure better productivity at reduced cost to business. Reduced company debt by nearly $300,000 in five years. Created new systems to keep on going costs low. In one year, I implemented policies, procedures and worked with employees, customers and vendors to turn the company from a two hundred thousand dollar net loss, to a one hundred fifty thousand dollar net gain and an A/R of no more than 30 days. Prepare and maintain company books and records, and prepare and file monthly/quarterly/annual payroll and business taxes for over 35 clients. Prepare and file over 250 annual tax returns on the federal and state levels, as well as international. Oversee staff preparations of additional 500 client returns. Coordinated all department functions for team of four to twelve employees. Maintained detailed administrative and procedural processes to improve accuracy and efficiency. Successfully established effective systems for record retention by creating database for daily correspondence tracking. Developed more efficient filing systems and customer database protocols.

Order and track all company supplies. Complete all billing payment, as well as payroll functions. Proficient in QuickBooks 2003 2016, QuickBooks Online, Access, MS Office, ProSeries, BillQuick, and Crystal Reports

Managing Member, Tax Preparer, Office Manager

December 2004 to November 2006

Anderson CPA PLLC – Poulsbo, WA

Was hired to run the office as the manager. Within 6 months was asked to become an owner and promoted to Managing Member.

Implemented many systems to reduce redundancy and track all client work. Attended additional education in order to achieve professional title of tax preparer. Completed all work done as owner of AAG, above. Purchased firm in November of 2006. Legal Secretary/Assistant

January 2001 to December 2004

Williams Kastner & Gibbs – Seattle, WA

Organized and maintained law documents and case files. Drafted and typed grammatically correct office memos. Composed and revised legal documents, including letter, depositions and court documents. Proofed documents and submitted to attorneys for review.

Acted as liaison between clients, vendors and attorneys. Organized and prioritized the case loads of three attorneys. Opened new client files and new matter in CMS Coordinated and scheduled meetings and telephone conferences. Recorded and monitored court appearance dates.

Processed summonses, subpoenas and complaints. Docketed orders and depositions for three attorneys. Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials. Photocopied all correspondence, documents and other printed materials. Redacted confidential information from all legal documents on a case by case basis. Completed case research via LexisNexis and Westlaw databases. Collected data to prepare and draft settlement packages for clients. Drafted various court documents and enclosures at attorneys’ request. Drafted legal complaints, summons and interrogatories. Composed and typed routine letters of correspondence. Acted as the point of contact for all incoming co counsel requests. Organized legal memoranda and client correspondence.


Board Member/Treasurer (and Bookkeeper), 2014 Present Member, 2006 2009 PAWS of Bainbridge Island and Kitsap County Rotary/Rotary International – Poulsbo, WA

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