
Nicole W.
Accounting and Billing Manager (CFO)

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About me
I help small businesses and startups π achieve financial clarity and peace of mind π° by providing expert bookkeeping, payroll management, tax preparation, and financial reporting services π.
Education

Allison Academy
-Certificate Entrepreneurship/Entrepreneurial Studies 4.0Entrepreneurship: Creating the Business

Southern Methodist University
1999 - 2003Bachelor of Science (B.Sc.) PsychologyActivities and Societies: Young Astronauts

Frisco High School
1995 - 1999Diploma General StudiesActivities and Societies: Athletics, FFA, AG

American Public University
2020 - 2024Bachelor of Science - BS Accounting and Finance 4.0
American Public University
2020 - 2024Bachelor of Science - BS Digital Marketing 3.8Activities and Societies: The National Society of Leadership and Success
Experience

Ohashi & Horn LLP
Dec 1999 - Jul 2006Accounting and Billing Manager (CFO)- Managed all accounting functions, including taxes, A/R, A/P, and bank reconciliations, for international law firm.- Generated detailed financial reports and computed year-end and quarterly taxes, ensuring compliance.- Prepared monthly bills for 100 clients and entered time for 15 attorneys, maintaining accuracy and efficiency.- Supervised a team of 6, coordinated payroll for multiple offices, and communicated with Japanese clients.- Maintained bar associations and obtained EIN numbers, enhancing firm's operational efficiency. Show less

Military Police Regimental Association
Aug 2007 - Aug 2009Multi-Media Production Sales and Marketing Coordinator & Board Treasurer- Prepared financial reports, including budget forecasts and income vs. expenses projections.- Implemented cost-saving measures, reducing overhead expenses.- Managed IT needs, researched new systems, and resolved technical issues.- Served as Treasurer on the Board of Directors, overseeing all financials for the non-profit.- Generated quarterly financial reports covering all revenue streams and expenses.- Reported directly to the Executive Director, ensuring financial transparency.- Designed, implemented, and maintained an online gift shop, increasing online sales.- Redesigned the website, enhancing user experience and engagement.- Created monthly HTML newsletters for 5,000+ members, improving communication.- Coordinated with various stakeholders to produce quarterly magazines. Show less

Allmand and Lee, PLLC
Aug 2009 - Aug 2011Chief Financial Officer and Director of Human Resources- Managed accounting systems, ensuring timely and accurate financial reports for partners.- Coordinated audits and tax filings, maintaining compliance and timely submissions.- Conducted cash flow planning, ensuring fund availability and efficient asset management.- Oversaw financial strategies and banking relationships, enhancing financial stability.- Handled HR functions for 80+ employees, including payroll, benefits, and employee relations.

ChloBear's Blessings
Mar 2010 - nowOwnerThis is a start up non-profit I am starting in honor of my daughter who was a homicide victim. Her name was Chloe Madison Robinson 03/27/2008-08/26/2010. This non-profit will benefit children and victims of domestic violence.

CMR Bookkeeping Services
Dec 2010 - nowOwner/Bookkeeper- Implemented accounting procedures, enhancing efficiency and accuracy, ensuring regulatory compliance.- Led annual audits for major clients, identifying inaccuracies leading to $125K IRS penalty abatements.- Conducted payroll cost analysis, reducing expenses by 18% through technology upgrades.- Performed financial due diligence for a $30M acquisition, supporting termination of a risky deal.

Estes Armstrong Earley LLC
Oct 2015 - Mar 2016Staff Accountant- Reviewed and analyzed financial records to ensure accuracy and compliance with standards.- Computed and prepared tax returns, ensuring adherence to all tax regulations.- Delivered internal and external audit services for businesses and individuals.- Utilized appropriate adjustments to minimize clients' tax liabilities.- Prepared detailed financial statements for small businesses and individuals.

Southern Fluid Solutions LLC
Mar 2020 - Mar 2023Special Project Accountant- Managed accounting for diverse businesses, ensuring accuracy across QuickBooks files.- Implemented asset tracking system for 250+ assets, enhancing management efficiency.- Maintained fixed assets monthly, improving compliance and accuracy.- Created assets, conducted research, and performed loan reconciliations.- Adapted to special projects, consistently delivering results.

Prime Ledger
Jan 2024 - Jul 2024Accounting and Client Director- Oversee and manage financial reporting for multiple clients, ensuring timely and accurate results.- Lead a team of domestic and international accountants, delegating tasks effectively.- Prepare and review financial statements, budgets, and forecasts, driving financial accuracy.- Conduct financial analysis and provide actionable recommendations for improvement.- Develop and implement accounting procedures and internal controls to enhance efficiency.- Pioneered innovative accounting strategies to optimize client financial health.- Enhanced reporting accuracy by implementing advanced analytical tools.- Boosted team productivity by streamlining workflow and enhancing procedures. Show less

Parentfile
Jun 2024 - nowBoard MemberAs a board member at Parentfile, I contribute strategic guidance and oversight to an innovative platform revolutionizing family document management. Parentfile offers a secure, user-friendly solution for storing, organizing, and sharing essential family documents and information
Licenses & Certifications
- View certificate

Gusto Payroll Certification
GustoJun 2023 - View certificate

Beginning with Me
CourseraJun 2022 
Introduction to Programming Using Python
LinkedInMay 2022- View certificate

Bookkeeping Basics
CourseraApr 2022 
Certified partner
XeroApr 2022
AI Certification for Writers
Writing.ioJul 2023
QuickBooks Certified ProAdvisor
IntuitJun 2023- View certificate

Ignition Certification Program
IgnitionAug 2022 
Accounting partner
FreshBooksApr 2022- View certificate

LinkedIn Marketing Solutions Fundamentals
LinkedInJul 2022
Volunteer Experience
Volunteer
Issued by Fort Worth Metro on Jan 2013
Associated with Nicole W.Volunteer
Issued by The Leukemia & Lymphoma Society on Feb 2003
Associated with Nicole W.Volunteer
Issued by Team Red, White & Blue on Nov 2014
Associated with Nicole W.Volunteer
Issued by USO on Dec 2014
Associated with Nicole W.Owner
Issued by ChloBear's Blessings on Jan 2015
Associated with Nicole W.
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