Jeffrey H

Bookkeeper, Business Plan Writer, Accounting Coach

Litchfield Park, Arizona
Last seen over a week ago

18 years experience

Pay negotiable

Want to connect with Jeffrey?

Accountant in Litchfield Park, Arizona

I am a seasoned executive with over 18 years of experience, holding Chief Operating Officer and Chief Financial Officer Positions overseeing manufacturing, production, and financial management. I have led organizations primarily in the South and mid-Western regions of the United States and in Latin American countries, such as Mexico, Guatemala, and Peru, with a focused effort to develop emerging and sustainable growth markets.

I have vast experience in forming corporate strategy and shaping organizational composition, and have helped drive and lead many transformative change initiatives by modeling and adjusting infrastructure at all levels, developing new economic strategies, building foreign and domestic business platforms, and steadying capital structure. My leadership has resulted in optimization, reduced tax exposures, and higher profits. I continue to lead merger, acquisition, and transition teams, enterprise resource planning (ERP) system migrations, and myriads of business development projects. I have a long history of managing accounting, finance, and supply chain management teams and am a recognized leader in international business.

I maintain a strong interest in international business and was the recipient of the President’s E-Award for excellence and for a significant contribution to promoting United States exports in 2014. I also serve on the working board for the Metro Phoenix Export Alliance, and am a member of the Arizona Business Council. I have earned multiple degrees in business and accounting and earned an MBA in Global Management from the Thunderbird School of Global Management at Arizona State University.

My services include but are not limited to:

Bookkeeping Services

 Cash/treasury management and bank reconciliations
 Accounts receivable entry
 FIFO and LIFO inventory management
 Recording pre-paid expenses
 Fixed asset management and depreciation
 Intangible asset management and amortization
 Accounts payable entry
 Recording current liabilities such as credit cards, lines of credit, and customer advances
 Accounting for loans and leases, and all accruals

I charge $50 per hour for Basic Bookkeeping Services. I require a major credit card up front per engagement. You will not be charged until you receive a detailed invoice that will include billable hours for all work performed on a weekly basis.

I offer add-on services to the Basic Bookkeeping Services that I charge $75 per hour for. These items include:

 Month end closing
 Trial balance preparation
 Financial statement reporting
 Year-end closing and roll forward
 Quality of earnings analysis
 Due diligence
 Capital budgeting

The general process will include a free consultation at which time we will identify the scope of work, determine your budget, and schedule a start date.

Business Plan Writing

I will assist you in preparing and writing your basic business plan. Each basic business plan will include 9 distinct components along with an executive summary and 5-year financial projection. The Basic Business Plan Package is $2,000 and generally takes a week (40 hours) to prepare. I require a 50% deposit and will invoice you for the balance upon completion. I accept all major credit cards.

Add-ons to the Basic Business Plan such as a Quality of Earnings Analysis, Due Diligence, or Capital Budgeting, are available at the rate of $50 per hour and generally take additional 20 to 40 hours each to prepare. You will receive a detailed invoice that will include billable hours for any add-on work on a weekly basis.

The general process will include a 1 day interview, the collection of any on-hand relevant company/industry information, the collection of any available financial data, a 1 day review session, and delivery of the final business plan.

Your completed business plan will be delivered to you electronically in PDF format.

Business Accounting Basics Coaching & Mentoring

 Cash/treasury management best practices and bank reconciliations
 Accounts receivable
 FIFO and LIFO inventory management
 Recording pre-paid expenses
 Fixed asset management and depreciation
 Intangible asset management and amortization
 Accounts payable
 Recording current liabilities such as credit cards, lines of credit, and customer advances
 How to account for loans and leases, and all accruals

I charge $50 per hour for basic business accounting coaching. I require a major credit card up front per engagement. You will not be charged until you receive a detailed invoice that will include billable hours for all work performed on a weekly basis.
I offer add-on coaching to the Business Accounting Basics that I charge $75 per hour for. These items include:

 Month end closing procedures
 Trial balance preparation
 Financial statement reporting
 Year-end closing and roll forward
 Quality of earnings analysis
 Due diligence
 Capital budgeting

The general process will include a free consultation at which time we will identify the scope of work, determine your budget, and schedule a start date.


Experience

Personal accounting

Personal accounting


Financial

Financial


Management

Management


Project accounting

Project accounting


Social accounting

Social accounting


Want to connect with Jeffrey?


Services

Financial planning

Financial planning


Investments

Investments


Bookkeeping

Bookkeeping


Business consulting

Business consulting


Accounting system setup

Accounting system setup


Financial reporting

Financial reporting


Internal auditing

Internal auditing


Mergers and acquisitions

Mergers and acquisitions


Valuations

Valuations


Corporate rescue and insolvency

Corporate rescue and insolvency


Modelling and business planning

Modelling and business planning



Recommendations

David Van Slyke

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Christian Elggren

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Anthony Dezilva

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Adam Stephenson

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Laura Leopardi

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Fred Fial

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