Ian Chalmers
Senior Financial Services Manager @Nc Sustainable Energy Association
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WORK HISTORY
Senior Financial Services Manager @Nc Sustainable Energy Association
Raleigh-Durham, NC, US
Create new company accounting setup and implementation. In addition, support financial reporting needs and/or budget/actual updates for Board or Committee Quarterly meetings as needed. Additional work as follows: Sales Tax Management (semiannual reporting) Quarterly Payroll Tax Processing, W-2 & 1099 processing Monthly restricted & unrestricted cash reporting Industry specific reports – pertaining to grants, program reports Accurate statement of financial position and statement activities for executive leadership Coordinate with outside CPA firm for completion of annual audit & tax returns Develop & implement various internal controls to safeguard company assets Process documentation for all operational procedures delivered in a manual style format
EDUCATION
University of North Carolina at Greensboro
BS
SKILLS
ABOUT IAN CHALMERS
Offering targeted QuickBooks solutions, IANz Small Business Solutions provides a tailored mix of professional bookkeeping, project management, organizational development, and training – all specific to small businesses and their particular needs. My goal is to get small businesses operating in a more organized and efficient fashion by offering the best business solutions package to develop and maintain processes that are reliable, repeatable and scalable. As owner of IANz Small Business Solutions, I bring a personalized yet comprehensive approach to the world of bookkeeping and back office management. My areas of my expertise are: • Office Management - providing comprehensive back office support services (including HR Admin and Facility Management) to business owners so that they can maximize their business with confidence that everything is taken care of behind the scenes. • Quickbooks ProAdvisor Consulting - customizing an ideal QB solution: set-up, implementation, real time financial reporting and support & troubleshooting. • AIPB Certified Bookkeeper – full charge bookkeeping services including internal controls, payroll, depreciation, inventory, reconciliations, accruals, deferrals and adjusting journal entries. Financial management offering customized reporting, budgeting, cash flow and financial statement preparation. • Project Management – creating back office efficiencies and overall cohesiveness by streamlining and documenting business processes for the financial workflow. Documenting processes into a company process manual as well as identifying and solutioning any productivity roadblocks. This in turn results in a dynamic, conducive working environment for everyone to enjoy. • Onsite Training – one on one or group classes on QuickBooks Operations, Accounting Principles, and Organizational Development, helping the small business owner understand the benefits of learning valuable QB techniques specific to your business.
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