Lisa Caputo

Lisa Caputo

Paralegal - Arizona Bankruptcy Trustee

Followers of Lisa Caputo527 followers
location of Lisa CaputoCenter Moriches, New York, United States

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  • Timeline

  • About me

    Bookkeeping with a "twist" * Specializing in QuickBooks Online * Helping solo entrepreneurs increase cash flow by optimizing their operations

  • Education

    • Landmark Forum

      -
      Professional and Personal Development
    • University of Phoenix

      2019 - 2020
      Bachelor of Science - BS Business Management

      Summa cum laude

    • Phoenix College

      2009 - 2010
      Associate in Applied Science Legal Assistant/Paralegal

      Summa cum laude

  • Experience

    • Arizona Bankruptcy Trustee

      Jan 2009 - Jan 2010
      Paralegal - Arizona Bankruptcy Trustee
    • The Home Depot

      Jan 2011 - Jan 2013
      Department Supervisor - Human Resources
    • Caputo Bros - Land Clearing and Excavation

      Sept 2011 - now
      Bookkeeper and Operations

      * Established invoicing process, reducing time to invoice clients by 95% in less than 30 days* Streamlined estimate process, eliminating need for multiple vendor quotes by establishing pricing models by type of project* Automated accounts receivable and accounts payable eliminating risk in recording daily financial transactions

    • Country Life

      Jan 2014 - Jan 2015
      Vendor and Consumer Product Support
    • Lowe's Companies, Inc.

      Apr 2015 - Jul 2016
      Operations, Project Sales

      * Cut scheduling delays 50% by performing root cause analysis to determine material deliveries’ mismanagement, created and instituted Excel material tracking system.* Achieved maximum crew efficiencies and met project deadlines by coordinating resources (internal personnel, contractors, materials) to satisfy job requirements..

    • Ocean Electric Corp.

      Jun 2016 - Sept 2018
      Director

      *Eliminated aging receivables 35% in less than 90 days by creating a collection process.*Improved cash receivables 90% by developing a daily reconciliation procedure.*Managed $100 thousand-dollar marketing budget - increased net new business 45% within 2 years by developing target campaigns, monitoring lead progression, proposals, and contracts.*Supported multi-million-dollar NYSERDA project by scheduling labor, processing invoices, and setting vendor expectations on project milestones. Show less

    • East Bay Detailing

      Oct 2018 - May 2019
      Bookkeeper

      Accounts receivable and accounts payable

    • Sound Power + Lighting Inc.

      Nov 2020 - Feb 2022
      Bookkeeper and Operations Manager

      * Expanded staffing 350% within 12 months by creating a cost structure that was inline with revenue.* Increased sales receipts >27% due to expanded staffing.* Revamped Accounts Payable processes within 30 days that reduced late fees and established ontime payment history with vendors.* Negotiated payment arrangements for outstanding payables that rehabilitated vendor relationships.

    • L & W Caputo, Inc.

      Jul 2021 - now
      Founder & CEO of Bookkeeping Solutions by L & W Caputo, Inc.

      Bookkeeping solutions that support business growth and operations optimization. Providing complete, thorough and accurate financial reporting enabling your company to make informed decisions.Services Include:- Bookkeeping- Write Ups- Invoicing- AIA Billing- Accounts Receivable- Collections- Accounts Payable- General Journal Adjustments- Bank and Credit Card Reconciliations- Statement Preparation- Payroll ProcessingClients include: * LGC Interior Design* Excavating and Land Clearing Company* Mental Health Professional Show less

  • Licenses & Certifications

    • Notary Public Commission

      Secretary of State, New York
      Jun 2021
    • QuickBooks Online for Accounting

      Intuit
      Oct 2021
    • Statistics Foundations: 1

      LinkedIn
      Jan 2020
      View certificate certificate
    • Computer Operations

      Grumman Data Systems
    • Running a Profitable Business: Understanding Financial Ratios

      LinkedIn
      Feb 2020
      View certificate certificate
    • Excel 2007: Business Statistics

      LinkedIn
      Feb 2020
      View certificate certificate
    • Accounting Foundations: Bookkeeping

      LinkedIn
      Nov 2019
      View certificate certificate
  • Volunteer Experience

    • President, Cove at Tiburon HOA

      Issued by Cove at Tiburon, 501C3 on May 2006
      Cove at Tiburon, 501C3Associated with Lisa Caputo