3AM Consulting Services
About
A financial consulting firm with experience in Quickbooks implementations and a Certified Public Accountant with 24+ years of experience in the Oil and Gas, Healthcare, Pharmaceuticals, and other service industries. Special skills in process improvements, process automation, data extraction, and ERP system conversions. Solid record of accomplishment and experience in: supervising all functions of accounting, including financial statement preparation and consolidation, billing and settlements, variance investigation, and internal auditing and controls. Demonstrated success developing unique management reports for maximum bottom line impact.
When it comes to opportunities, I like to see them as a puzzle. Meaning I like solving problems and making things better. I see projects as successful when the owner can focus on their business and not the issues.
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Frequently asked questions
What is your typical process for working with a new customer?
Setup getting to know meeting.
Aquire understand of project and issues faced. Share insights into my background and capabilities.
Aquire time frame and deliverables.
Setup second meeting to discuss findings and proposal
Start on the project.
What education and/or training do you have that relates to your work?
CPA
Multiple industries with different goals. I love to research productivity tools.
How did you get started in this business?
I wanted something different from the routine. I wanted more exposure to different opportunities. This provides more opportunities to do more of the projects that challenge me and increase my knowledge. Want to create more freedom in my schedule.
What types of customers have you worked with?
Customers that want to create a long term relationship. They do not need to know everything but willing to learn together.
Describe a recent event you are fond of.
A customer went through several accounting firms with cash flow issues and incorrect accounting. I set up goals and milestones to get the accounting corrected, caught up, and develop policies going forward to minimize error.
What advice would you give a customer looking to hire a pro in your area of expertise?
Work with a professional that loves their profession. They give you what you need, not what they want to give you. Work with someone in which you will be an important client and not just one in a machine.
What questions should customers think through before talking to pros about their needs?
What is the goal of the project and am I going to do any work to keep costs down?