Nicole W.

Nicole W.

Accounting and Billing Manager (CFO)

Followers of Nicole W.1000 followers
location of Nicole W.Dallas-Fort Worth Metroplex

Connect with Nicole W. to Send Message

Connect

Connect with Nicole W. to Send Message

Connect
  • Timeline

  • About me

    I help small businesses and startups πŸš€ achieve financial clarity and peace of mind πŸ’° by providing expert bookkeeping, payroll management, tax preparation, and financial reporting services πŸ“Š.

  • Education

    • Allison Academy

      -
      Certificate Entrepreneurship/Entrepreneurial Studies 4.0

      Entrepreneurship: Creating the Business

    • Southern Methodist University

      1999 - 2003
      Bachelor of Science (B.Sc.) Psychology

      Activities and Societies: Young Astronauts

    • Frisco High School

      1995 - 1999
      Diploma General Studies

      Activities and Societies: Athletics, FFA, AG

    • American Public University

      2020 - 2024
      Bachelor of Science - BS Accounting and Finance 4.0
    • American Public University

      2020 - 2024
      Bachelor of Science - BS Digital Marketing 3.8

      Activities and Societies: The National Society of Leadership and Success

  • Experience

    • Ohashi & Horn LLP

      Dec 1999 - Jul 2006
      Accounting 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 2009
      Multi-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 2011
      Chief 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 - now
      Owner

      This 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 - now
      Owner/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 2016
      Staff 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 2023
      Special 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 2024
      Accounting 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 - now
      Board Member

      As 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

    • Gusto Payroll Certification

      Gusto
      Jun 2023
      View certificate certificate
    • Beginning with Me

      Coursera
      Jun 2022
      View certificate certificate
    • Introduction to Programming Using Python

      LinkedIn
      May 2022
    • Bookkeeping Basics

      Coursera
      Apr 2022
      View certificate certificate
    • Certified partner

      Xero
      Apr 2022
    • AI Certification for Writers

      Writing.io
      Jul 2023
    • QuickBooks Certified ProAdvisor

      Intuit
      Jun 2023
    • Ignition Certification Program

      Ignition
      Aug 2022
      View certificate certificate
    • Accounting partner

      FreshBooks
      Apr 2022
    • LinkedIn Marketing Solutions Fundamentals

      LinkedIn
      Jul 2022
      View certificate certificate
  • Volunteer Experience

    • Volunteer

      Issued by Fort Worth Metro on Jan 2013
      Fort Worth MetroAssociated with Nicole W.
    • Volunteer

      Issued by The Leukemia & Lymphoma Society on Feb 2003
      The Leukemia & Lymphoma SocietyAssociated with Nicole W.
    • Volunteer

      Issued by Team Red, White & Blue on Nov 2014
      Team Red, White & BlueAssociated with Nicole W.
    • Volunteer

      Issued by USO on Dec 2014
      USOAssociated with Nicole W.
    • Owner

      Issued by ChloBear's Blessings on Jan 2015
      ChloBear's BlessingsAssociated with Nicole W.