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Lighthammer Bookkeeping LTDPresident
Jul. 2021Cincinnati Metropolitan AreaI help business owners increase profit by an average of $7,500 and save 60-100 hours per year by streamlining their bookkeeping. My goal is to provide an accounting solution tailored to your needs. I want to help you get the information you need to increase profitability, year after year. Whether you're just starting or you’ve been in business for years, staying up to date on your books can be a daunting and time consuming task. Inaccurate books can mean thousands of dollars in missed deductions at tax time and thousands more in unrealized profit. I am here to do the heavy lifting for you, so you can get the information you need, when you need it. My business is YOUR BUSINESS! With our bookkeeping, you can run your company better by saving you time and money. By optimizing your bookkeeping, I help you gain a deeper understanding of your business so you can make better decisions which translates to more money in the bank. Who doesn’t like more money in the bank? MY BOOKKEEPING SERVICES INCLUDE:
Work with you to forecast your cash and prepare for upcoming cash needs.
Set up a budget and track performance against the budget.
Teach you what you need to know about your financial health.
Accounts receivable management
Accounts payable management
Bank and credit card reconciliation
Capturing and accurately recording all bank and credit card transactions.
Payroll
Financial reporting
Management consulting I SPECIALIZE IN THESE INDUSTRIES:
Real estate, including: rental property management, investors, rehabs and flippers.
Construction, including: plumbers, electricians, painters, carpenters, roofers, and anything to do with property improvements.
E-Commerce, including: online sellers on Shopify, Amazon, and other online platforms.
Professional services clients including: Attorneys, Dentists, Appraisers, IT Consultants, Web Developers, Tutoring Services, and more.
Rock Island RealtyChief Financial Officer
Jul. 2016 - Jul. 2021Cincinnati, OHHired as the Chief Financial Officer to guide the company through continued rapid growth. Actively managing cash flow and budgets and forecasts for the six independent entities managed by Rock Island Realty. Advisor to owner, property manager, and construction foreman.
• Work closely with the external CPA firm to file the tax returns for all entities.
• Instrumental in the process of refinancing with multiple lenders.
• Strong Excel skills used often to provide data to owner and lenders.
• Extensive experience with Rent Manager, a database system used in real estate management companies.
HVMS, LLCController
Jan. 2015 - Mar. 2016Cincinnati, OhioHVMS, LLC is the re-organized Harkavy Management Services under new ownership. Recruited and hired back as an experienced Controller to help the company grow to new levels. Within one year, the company grew from three regional property managers to five. Able to produce at a high level, leading and directing the accounting team through increasing efficiencies.
• Instrumental in implementing technology enhancements for the service technicians in the field, which reduced the time needed by the accounting department to prepare payroll.
• Reorganized the daily work flow of accounts receivable which allowed for improved delegation of relevant tasks to that department.
• Streamlined the accounts payable process, allowing the company to maintain staff levels while increasing revenues.
Penklor Realty LLCController
Jan. 2014 - Oct. 2014Cincinnati, OHRecruited for newly created Controller position. Managed team consisting of an accounting manager and three staff accountants. Responsible for managing the financial reporting for Penklor Realty, Penklor Construction, Penklor Properties, and other entities owning investment properties. Provided leadership over multiple bank reconciliations, balance sheet account reconciliations, monthly closing processes, and high levels of communication with investors and managers in the property management and construction departments. Maximized returns and limited risks through budget preparation, variance analysis, forecasting, and review. • Guided financial decisions by collecting, analyzing, and summarizing information and trends advising investment property owners on profit enhancement.
• Informed and advised the company President of the financial health through compilation of weekly cash flow analysis.
• On date of hire, the reporting of financial results to management was six months behind schedule. Within three months, management received timely and accurate reports on time every month.
Harkavy Management Services, Inc.Controller
Jan. 2009 - Jan. 2014Blue Ash, OHHarkavy Management needed a controller who could help them with their continued growth. I came on board and worked with the owner to devise a plan to streamline the accounting process so we could take on additional clients. We managed over 1,000 units and 1,000,000 plus square feet of commercial space. We conducted financial reporting by producing individual monthly financial reports for our clients. I was able to improve the workflow of the financial staff which resulted in going from two full time bookkeepers and a part time contractor to one full time accountant plus a part time bookkeeper. This saved the company over $40,000 in payroll per year. I worked side-by-side with the property managers to enhance their portfolios' performance. We were able to add units under management without adding to staff levels. Process Management: I monitored fiscal soundness and operational effectiveness of organization through analysis of operating results, profitability, and performance against budget.
Financial Advisement: I helped the property managers analyze and understand their results, thus allowing them to better serve their clients.
Accomplishment: I helped reduce payroll by $40,000 per year while increasing properties under management.
Paramount Enterprises UnlimitedController
May. 2006 - Jan. 2009Cincinnati,OHManaged Paramount Property Management staff through coaching, counseling, planning, monitoring, and appraising job results, creating a streamlined management staff who was able to get more done with less stress. Served as liaison between owners and investors by compiling and providing required reports for properties regarding funds for rehabs. Worked closely with investors, responded to questions, and answered concerns. Brought in new business, resulting in over $100,000 in revenues for the company. Managed cash and financial reporting, A/R, A/P, payroll, budgets, and rehab financial management. • Managed accounting phases for six companies comprising Paramount Enterprises including Paramount Construction & Restoration, Paramount Property Management, Paramount Building Supply, ProStar Construction, Paramount Originations, and Premier Mortgage Funding
• Obtained favorable credit terms for building supply company through sound negotiation
• Increased properties under management by 43% within one year and increased loan applications by 21% through implementation of marketing plans.
Ace Mortgage FundingLoan Officer
Aug. 2004 - May. 2006Cincinnati, OHI considered myself to be a financial advisor for my clients. With my accounting background, I was able to gather and understand the documents needed to start the loan process. With that information, I worked to advise my clients on their best possible solution. I specialized in working with borrowers who had damaged credit by providing strategic plans to improve credit scores and repaying debts. I developed loan applications by evaluating applicant information and documentation. I helped to improve loan application successes by communicating with my clients and informing them of additional requirements needed to close the loan. I attended every loan closing in order to explain the loan provisions to applicants, obtaining signatures and notarizations, and collecting fees. Accomplishment: Achieved Top Producer status finishing 3rd out of 20 loan officers in loan origination fees during 2005
James B. Whittenburg, CPACPA/Owner
Jan. 1995 - Aug. 2004Mason, OHResponsible for all phases of the practice, including marketing to prospective clients. Worked with several start-up businesses by filing corporate and federal registrations and developing financial business plans and enhancing financial stability and growth. Trained staff and clients to use financial related software including QuickBooks and ADP payroll. Managed the accounting and administrative staff, supervised payroll returns/reporting, and client tax interviews. • Maintained accounting programs, ledgers, and monthly payroll for clients.
• Presented seminars on financial planning in groups and one-on-one basis.
• Built company from scratch growing to $160K annual billings within two years and prepared 300+ individual tax returns per tax season.
Hook-SuperX, Inc.Internal Audit Manager
Jan. 1991 - Dec. 1994Managed three audit divisions in three states for this $2 billion retail drug chain. Primarily focused on financial audits, including preparation of 10-Q's and 10-K's. Assisted in the initial public offering. Offered recommendations for improvement to accounting procedures. Worked closely with the Controller, Chief Financial Officer, and reported to the Audit Committee of the Board of Directors.
Coopers & LybrandAudit Supervisor
Jan. 1986 - Jan. 1990Supervised audits of large and small companies, including public, private, and non-profit entities. Planned the audit, prepared the time budget, and implemented the plan within budget. Required close communication with audit managers, client management and junior auditors.
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