Kimberly Paolercio

Experience

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  PwC

  Jun 2000 - Aug 2002

  Associate

  Investment Management Services Group

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  NYC Department of Education

  Jan 2003 - Jan 2007

  Science Teacher
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  K&A Bookkeeping, LLC

  Jan 2013 - Apr 2022

  Founder

  * Founded KP Bookkeeping Services as a sole proprietorship specializing in bookkeeping and financialanalysis for small businesses* Restructured as a partnership in 2017 to accommodate growth of the business* Maintained all financial records for small businesses, recorded all transactions and journal entries,performed monthly bank and credit card account reconciliations, ran payroll, created invoices, andprepared 1099s* Executed quarterly financial reporting and year end analysis of business operations* Perform monthly sales tax calculation and filing in 12 states * Consulted with small businesses to set up Quickbooks accounting systems, convert from desktop toonline accounting and train employees to use Quickbooks Online Show less

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  Artemis Distribution

  Jan 2018 - Apr 2022

  * Lead the Operations team which includes the Fulfillment and Systems & Process Managementteams and temporarily led the Success, Support & Technical Service teams* Defined and optimized materials management flow including developing device and consumable product procurement forecasts and inventory reporting to ensure effective inventory management and coordinating all orders with suppliers to ensure that stock is supplied JIT* Responsible for internal infrastructure, processes, enablement and change management across theorganization* Lead the Systems & Process team that manages the core systems including GSuite,Salesforce, Financial Force Billing Central, Accounting & SCM (OPI), and the customerportal which includes WooCommerce storefront* Lead several systems implementations including Salesforce CPQ and Billing, Outreach,Avalara, Shipmonk, Financial Force Billing Central, Accounting and SCM (OPI), Conga Signand Conga Composer* Managed relationship with external Salesforce Consultants to effect improvements to thecompany Salesforce environment Show less * Completed initial setup of financial records in Quickbooks for the company upon inception,maintained and ultimately supervised the maintenance of these financial records until moving intoVP Operations role* Setup initial and maintained payroll system via Zenefits* Researched appropriate healthcare options, implemented an HR and healthcare program viatransition from Zenefits to Trinet and acted as internal HR representative for all employees* Created a billing system via Google Sheets to track revenue share model used initially to sellproduct and scaled this model up to approximately 1000 customers* Performed and later supervised the performance of monthly batch ACH transactions for all revenuecollected by the company* Recruited and led the Accounting team until moving into the VP Operations role Show less

  • VP Operations

    Jan 2020 - Apr 2022

  • VP Accounting

    Jan 2018 - Jan 2020
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  QuickStart Consulting LLC

  Apr 2022 - now

  Founder

  I am a consultant for entrepreneurs and small startups looking to form an LLC and setup their basic backend and administrative systems and processes. I am a Certified Quickbooks Online ProAdvisor and subject matter expert with both setup and ongoing bookkeeping experience. I also have extensive experience with billing, payables, sales tax and payroll setup and administration utilizing both QBO and various other platforms; onboarding and fulfillment administration, basic outsourced HR setup; and customized revenue and expense tracking via Google Sheets. For those looking to take their basic systems to the next level, I have experience implementing Salesforce CRM, Salesforce CPQ and Financial Force Accounting, Billing and SCM. I have managed several third party integrations with Salesforce including but not limited to DocuSign, Conga Sign, and Outreach. I have experience distributing products using third party fulfillment centers, freight management, inventory management, domestic and international shipping and working with customs brokers.Please see my Quickbooks ProAdvisor profile for more details and reviews: https://proadvisor.intuit.com/app/accountant/search?searchId=kimberly-paolercio Show less