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Curtis F.

@curtisafolsom

monthly-level-three.svg
5,0
3
3,3
3,3
100%

Bookkeeper & Business Solutions Consultant

$50 USD / Heure
Drapeau de
United States (9:57 PM)
Inscrit depuis le novembre 7, 2023
$50 USD / Heure
I focus on helping other business owners succeed by taking the administrative load off your plate so you can focus on what you really love - serving your customers and growing your business. I have an accounting degree from the University of Georgia and have financial experience in multiple industries. Over the course of my career, I’ve been responsible for a little bit of everything from bookkeeping, bank reconciliations and budgeting to more advanced special projects such as leading software transitions, historical data cleanup and more. What fuels me is solving problems and creating efficient systems to save time and energy. From multi-billion-dollar corporations to local businesses and nonprofits, I've worked with organizations of all sizes, and I would love to bring my breadth of knowledge to your company. Here are a few examples of my services offered: • Bookkeeping & Accounting: I have a strong background in accounting and can ensure accurate financial records, categorize expenses, handle invoicing, bank reconciliations and more. My experience across several industries will be at your fingertips to help you tidy up your records and help you grow. • Process Improvement: I can assess your current financial processes and protocols, and recommend improvements to enhance efficiency, productivity, and cost effectiveness. I’m also glad to assist with general operation process improvement. • Spreadsheet Creation/Automation: I've worked with large data sets throughout my career and have a knack for creating, cleaning up, and utilizing spreadsheets to help automate processes and workflows to save you time. I'd love to use my knowledge to help build out a spreadsheet to fit your needs. • Other Special Projects: Is there a project that’s outside the scope of your daily work that you would love to complete but just can’t find the time? I can help with miscellaneous projects that will help improve your business such as data entry, organization, software transition, etc.
Modifications enregistrées
5.0 · 3 Reviews
Commentaires
F
Curtis was absolutely great! Wonderful to work with. His technical knowledge is great and he's fast to respond. He really got the job done!
Jessica S.
@FirelandsAcct
Drapeau de
Sandusky, United States
il y a 7 jours
Partager
D
We spoke prior about the concept, and he delivered on par. Very communicative. I will hire again.
Don D.
@ddonnelly42
Drapeau de
Sarasota, United States
il y a 5 mois
Partager
J
Did great work and was good with feedback
Jared T.
@jared159
Drapeau de
Seattle, United States
il y a 1 an
Partager
Expérience
Owner
sept., 2023 - Présent
1 an, 3 mois
Hidden Hills LLC
sept., 2023 - Présent
1 an, 3 mois
Bookkeeper & Business Solutions Consultant providing a variety of services to companies and small business owners. These services include monthly bookkeeping, financial process improvement, spreadsheet creation & automation, and other small projects such as data entry as needed.
sept., 2023 - Présent
1 an, 3 mois
Grants Accounting Specialist II
janv., 2022 - juin, 2023
1 an, 4 mois
University of Georgia
janv., 2022 - juin, 2023
1 an, 4 mois
• Set up new awards and process modifications in the financial system and ensure budgets calculate correctly. • Prepare monthly letter-of-credit reconciliations and draw down Federal funds • Review and approve high-risk transactions for departments throughout the University
janv., 2022 - juin, 2023
1 an, 4 mois
Fund Accounting Analyst
mai, 2020 - janv., 2022
1 an, 8 mois
Bridge Investment Group
mai, 2020 - janv., 2022
1 an, 8 mois
• Maintained general ledger for two closed-end funds and many joint venture entities • Worked in Geneva/GWI to build out fund structures and maintained all capital events and journal entries for hundreds of investors • Reconciled over 100 bank accounts on a monthly basis
mai, 2020 - janv., 2022
1 an, 8 mois
Formation
University of Georgia - Terry College of Business
2017 - 2021
4 ans
B.B.A. Accounting
Drapeau de
United States
2017 - 2021
4 ans
Qualifications
Certified QuickBooks ProAdvisor
2023
QuickBooks
Certified QuickBooks ProAdvisor able to provide exceptional bookkeeping services for your business through QuickBooks!
2023
Finance & Administration Newcomer of the Year
2023
University of Georgia
Awarded to a Finance & Administration staff member who, despite lack of time on the job, has significantly contributed to the organizational mission and showed outstanding initiative, reliability and dedication to the University.
2023
Certifications
US English - Level 1
US English
Vérifications
Dans les temps
100 %
Dans le budget
100 %
Taux d'acceptation
100 %
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