When Lisa took on her new job, she replaced someone that had made a lot of errors. Lisa had to start over with setting up the church QuickBooks with two years-worth of half paper records and half wrong computer entries. There were a lot of phone calls, paper chasing, emails and problem solving that went into Lisa’s work during her first six months. On top of recreating two years-worth of complicated financials, she also had to keep up on current financials, making sure it was all being done correctly moving forward. In the midst of everything, Lisa remained calm and composed. She spent a lot of time explaining things in laypersons terms so the church Board Members would understand their own financials, so they did not put themselves in financial trouble again. Lisa was persistent about vendor negotiations for better rates and how/where to save the church money; she was able to save the church about $60,000 a year for insurance alone. She spent time meeting with other accountants and bookkeeping professionals to make certain that everything was set up right. Lisa was very punctual, organized and had a cheery personality. For the past three years, we did not have accurate records for our preschool expenses and never knew where we stood month to month. Right away, Lisa started working on everything and realized a better way to handle the separation of church and preschool from a bookkeeping standpoint. I think she would be an asset to your organization or business.
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