Bookkeeper/Accounting

BRANDEE MCHAFFIE

*********@***.***

Anaheim Hills, CA

SUMMARY

Experienced Bookkeeping Consultant with over 20 years of expertise across Finance, Leasing, Working Capital, Human Resources, Accounting, and Operations. Proven track record in providing and implementing both back-end and front-end administrative procedures to enhance business efficiency. A collaborative leader with a strong ability to guide diverse teams in challenging environments, ensuring optimal performance and successful project outcomes. Skilled in performing bookkeeping tasks alongside broader accounting and finance responsibilities, with a focus on customer service and delivering high-quality results. Adept at managing complex financial data, streamlining processes, and driving continuous improvement in client services.

SKILLS

Payroll & Tax Processing

Accounts Receivable & Payable

Risk Management & Underwriting

Data Entry & Documentation Review

Accounting & Financial Report Writing

Business Analysis

Attention to Detail

Time Management

Relationship Management

Communication & Collaboration

EXPERIENCE

Bookkeeper / Brandee's Bookkeeping service - Anaheim CA, United States 05/2015 - Current

Managed full-cycle accounting for 20-25 clients monthly, including tax filing, payroll, A/P, A/R, and month-end/year-end closings, ensuring accurate financial reporting for businesses in industries such as SaaS, start-ups, construction, and residual management.

Prepared and analyzed financial statements (income statements, balance sheets, and cash flow statements) and provided actionable insights to improve business performance and financial decision-making.

Performed cost accounting tasks, tracking, allocating, and analyzing both direct and indirect costs to ensure profitability, optimize pricing strategies, and support budget management.

Delivered financial forecasting and budgeting services, helping clients plan for growth with accurate cash flow projections and budget variance analysis to improve operational efficiency and decision-making.

Provided comprehensive business management and advisory services, offering tailored bookkeeping solutions, streamlining financial operations, and ensuring tax compliance to support overall business growth and strategy.

Documentation Administrator / First National Capital Corporation - Foothill Ranch, CA

Led conflict resolution and customer service efforts for large ticket leasing and equipment finance, ensuring timely and effective solutions to client concerns.

Collaborated with clients and vendors to resolve issues and gather necessary information for lease and loan documentation, ensuring full compliance with funding requirements.

Assisted with the implementation of Please Plus software, working alongside a cross-functional team to maintain 100% accurate data entry throughout the documentation and funding process.

Managed and maintained documentation for wire transfers to vendors, ensuring correct data entry and successfully implementing 100% of transactions without error.

Streamlined documentation processes by ensuring all necessary information was collected and verified, contributing to the efficient and compliant funding of lease and loan agreements.

Operations Consulting / American Direct Funding LLC - Brea, CA

Assisted a start-up in expanding and organizing operations by developing a comprehensive administrative functions procedures manual to ensure consistency and efficiency.

Streamlined human resources operations by creating a compliant onboarding process that adhered to labor laws, state, and federal regulations.

Planned and implemented a model for forecasting future business metrics, providing data-driven insights to support growth and strategic decision-making.

Set up QuickBooks for the company, overseeing three years of accounting entries, ensuring accurate reconciliation, and maintaining financial integrity.

Secured necessary licenses in compliance with state requirements, including obtaining the CA Lenders License and handling various state payroll filings to ensure legal and regulatory compliance.

Lease Funding Manager, Controller & HR Manager / Capital Alliance - Santa Ana, CA

Managed multiple functions including Credit & Funding for the Small Ticket Leasing Division, Controller duties, and Human Resources, ensuring seamless operations across departments.

Funded and documented equipment lease approvals, ensuring compliance with company policies and accurate processing of all transactions.

Trained and mentored new sales representatives on employment laws, company policies, credit and funding processes, and sales strategies, resulting in 100% accurate and timely funding of approved customers.

Provided comprehensive HR support for a workforce of 50+ employees, overseeing payroll, benefits administration, performance management, and succession planning to foster employee growth and retention.

Contributed to company growth by implementing HR best practices and optimizing funding and credit processes, helping streamline operations and enhance employee satisfaction.

Operations Consulting / Self Employed – Virtually Assisted

Consulted with clients to identify and implement strategies that lowered operational costs and increased productivity among administrative staff, improving overall efficiency.

Cleaned up and reconciled 2022 year-to-date books, entered transactions, balanced accounts with bank statements, and set up online payroll within QuickBooks.

Developed and implemented a new onboarding process for employees, including filing for state employee tax ID numbers and submitting multiple state returns to ensure compliance.

Created a comprehensive employee handbook, establishing clear policies and guidelines to promote consistency and transparency across the organization.

Designed and documented a streamlined workflow procedure for administrative employees, optimizing operational processes and improving team efficiency.

Bookkeeping Consulting / Self Employed – Virtually Assisted

Consulted with clients to transition and integrate four years of Excel workbooks and bank statements into an Online QuickBooks Pro file, ensuring accurate and efficient data migration.

Created and maintained balanced books, accurately entering year-end journal entries to ensure alignment with tax filings and compliance requirements.

Analyzed and reconciled financial data to provide clear and concise reporting for year-end tax preparation and financial decision-making.

Developed and implemented future accounting procedures, streamlining processes and improving overall financial tracking and reporting efficiency for the company.

Provided ongoing consultation and support to clients, ensuring smooth operation of QuickBooks, troubleshooting discrepancies, and optimizing bookkeeping practices for continued financial success.

Vice President of Operations / Nationwide Business Credit, LLC

Oversaw all administration and operations functions, including accounting, human resources, and the credit/funding/documentation departments, during a successful nine-year tenure, driving operational efficiency and organizational growth.

Built and led the documentation and funding department, growing the team to 20 employees, collaborating with the President, and guiding the sales team to ensure 100% compliance with lease and loan requirements.

Hired, supervised, and managed a team of 20 employees, overseeing key employee benefits such as healthcare and 401(k) plans, ensuring a positive work environment and compliance with regulations.

Secured lease and loan approvals with 20+ lenders, cultivating strong relationships and negotiating favorable terms for the company and clients.

Managed the CRM system, Vision Software, leading initiatives to reduce costs and improve efficiency by automating manual processes and enhancing overall system functionality.

Funding Manager / First Sierra (The Republic Group, LLC)

Created and implemented comprehensive documentation and funding procedures, incorporating industry best practices for both in-house and outsourced transactions, ensuring consistency and accuracy across the process.

Trained, supervised, and provided ongoing support to a team of 20+ employees, enhancing their skills in documentation, funding, and compliance, while supporting the sales division of 150+ staff across three locations.

Approved funding for in-house transactions, maintaining accurate and up-to-date records while ensuring full compliance with company policies and regulatory requirements.

Collaborated with cross-functional teams to streamline funding processes, improving efficiency and reducing errors in transaction documentation and approval workflows.

Led the development of training programs and operational guidelines that enhanced departmental performance and helped meet organizational funding goals in a timely and compliant manner.

EDUCATION

Bachelor of Science: Business Management 02/2021

Western Governors University - Salt Lake City, UT

Graduated 2/2021

Masters in accounting – MAcc

National University – San Diego, CA 05/2026

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