Sustainable Office Systems

Sustainable Office Systems

1 employee
9 years in business

About this pro

Accounting and backoffice support services.  I have an MBA, a CPA, a CMC (Certified Management Consultant), and a CDP (Certified Data Processor) and am also certified in Sarbanes-Oxley.  I am also certified in QuickBooks for accounting with small and Medium Sized Enterprises (MSE's).

I was an SME (Subject Matter Expert) in Raytheon in both Excel and Microsoft Access Database.  

My specialty is Businees Process Redesign (BPR)  

My business stands out in that I listen to the customer and then I speak their language.

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Vero Beach, FL 32960
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What is your typical process for working with a new customer?

Phase 1 is Consultation.  Listen to determine the problem or request and then ask questions to fully understand the entire process surrounding the need.  (This consultation is free.)

Phase II is Develop Strategy.  Determine how much time and the resources would be needed to satisfy the customer's neeed.  (This Phase is also free.)

Phase III is Divulge.  Go over the problem, resolution, and strategy with the customer and present an estimate of cost.

Phase IV is Design.  Design a plan to execute the strategy and do whatever research is necessary.  (Per agreed upon price.)

Phase V is Implement.  Implement the designed solution and verify its effectiveness.  (Per agreed upon price.)

Phase VI is Document.  Document the process needed or document the redesigned process.  (Per agreed upon price.)

Phase VII is Train.  Train the users/operators of the solution and also train the managers to know what to expect and how to deal with the new information.  (Per agreed upon price)

Phase VIII is Secure.  Secure a confirmation from the decision maker that the solution meets their need.  (This consultation is free.)

Phase IX is Follow Up.  After the solution is implemented and being used, follow up to assure customer satisfaction.

Services offered

Accountants Bookkeepers Individual Tax Preparation Tax Preparation Services