I’m getting too old to be doing the old 9 to 5 in someone else’s pay. Having just completed a necessary downsizing of my most recent employer (which included me!), I have decided to focus my efforts on ramping up my part-time accounting and small business consulting service, which has been sorely neglected lately. So here I am, folks. I’m looking for a few good clients. If you are one, or know of one, let’s talk. Thanks!

My Background

SKILLS AND EXPERIENCE SUMMARY
Senior business advisor, degreed accountant, business mentor and successful business owner with decades of experience in Santa Fe. Exceptional verbal, computer, graphics, web and writing skills; an informal, results-oriented management style fostering creativity and initiative among employees and business partners.

ACCOUNTING, BOOKKEEPING AND FINANCIAL SERVICES
Payroll, budget/cash flow management and analysis, cost control, financial and job cost accounting, IT administration, human resources, supervision of administrative staff, contract administration, State regulations/registrations, Federal and State reporting requirements and tax compliance. Accounting software includes Peachtree, PC-General Ledger, QuickBooks, 21st Century Accounting, Solomon, and MAS90.

COMPUTER SERVICES
Strong computer skills including desktop publishing, web/print graphics, web authoring, digital imaging, Microsoft Office (Word, Excel, Outlook, PowerPoint, and Publisher; as well as familiarity with Access, Project and Visio), and FileMaker. IT systems skills include workstation configuration and maintenance, network administration/management, server backups and troubleshooting/triage.

BUSINESS SERVICES
Well-versed in the real world needs of today’s entrepreneur to conduct efficient day-to-day operations and execute effective marketing initiatives. Comfortable making rapid decisions with limited information. Strong track record in sourcing strategies, analyzing and participating in written responses to requests for proposals (RFPs), obtaining master contracts, and establishing pre-qualified supplier schedules. Successful engagements performing as subject matter expert in government contracts procurement and performance, accounting practices and reporting requirements.

EDUCATION:

• Master of Business Administration with concentration in Accounting and Finance
  University of Toronto, Ontario, 1969
• Bachelor of Business Administration with dual majors in Electronic Data Processing and Accounting
  West Texas State University, Canyon, TX, 1966

EMPLOYMENT HISTORY:

• Vice President, Business & Finance
  Burger, Carroll & Associates, Inc., Santa Fe, NM, 2004-07
  Responsible for the business operations and development needs of a public sector management and information technology consulting service with a staff of fourteen professionals.
• Assistant Controller
  HLH Associates, Santa Fe, NM, 2003-04
  Typical accounting duties for the financial offices of a family organization involving fourteen databases/entities including two separate households, philanthropic activities, a cattle ranch, art gallery, investments, and family members’ finances/taxes. Converted accounting system from Solomon to MAS90.
• Executive Director
  Arts Business Institute, Inc., Santa Fe, NM, 2001-03
  Started a new public, nonprofit business education organization for the arts. Recruited board members, obtained 501(c)(3) status and sought/received substantial funding from the National Endowment for the Arts and the Appalachian Regional Commission. Established curriculum, engaged faculty, and produced various workshops nationally in partnership with local arts organizations and schools.
• Consultant
  CraftSmarts, Santa Fe, NM, 1998-03
  Education and consulting practice with a focus on helping professional, working artists and craftsmen manage their small businesses. Emphasis on practical business productivity tools and basic marketing, promotion and positioning techniques.
• President
  Santa Fe Stoneworks, Inc., Santa Fe, NM, 1978-98
  Founder and CEO of production handcraft studio generating seven figure revenues from the sale of cutlery and men’s gifts to galleries, gift shops, catalog houses and retail customers nationwide; became one of the largest makers and distributors of handcrafted contemporary arts and crafts in the country.
• General partner
  JLB Limited, Santa Fe, NM, 1976-78
  Partner in holding company overseeing interests in real estate, insurance, personnel services – including both temporary and permanent placements, photocopy/duplicating services and Mexican import/export activities.
• Kaiser Aluminum & Chemical Corporation, Oakland, CA
  Planning Associate, 1972-76
  Strategic and facilities planner for the Corporation’s international activities on five continents.
  Operations Chief Accountant, 1970-72
  Chief accountant for the Corporation’s International Division.
  Staff Accountant, 1969-70
  Prepared Board of Directors’ agendas and produced public reports (SEC filings, etc.).
• Captain
  US Army, Ft. Benjamin Harrison, IN, 1966-68
  Finance officer stationed at the US Army Finance Center. Acting Deputy, Control & Processing Division.