Ashley Slote, MBA
Louisville
Summary
Dedicated team leader with nine years of experience in the bookkeeping/accounting field, as well as over three years of leadership for high performing teams. Maintains a stellar level of professional integrity and attention to detail in order to identify and solve key issues, and ensure an incredible service delivery experience on all levels. Facilitator of teamwork, generating a positive mindset and creative problem solving, utilizing all available resources to lead others to achieve and surpass goals, both individually and as a team.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Team Lead
Intuit, Quickbooks Live Cleanup
02.2021 - Current
- Leveraged years of team building and leadership experience working with our overseas partners. Assisted PABS teams in the completion of over 1000 cleanups. Conducted training for leads, managers, and experts. Coached through the centralized lead review process and successfully reduced rework rate.
- Closed and received positive outcome+feedback on 100% of escalations assigned.
- Successfully transitioned an entirely new cleanup team to less than 15% rework rate while meeting target 21 days or less SLA.
- Developed and successfully implemented team trackers and workflows that track WIP and performance metrics with minimal user input, for seamless performance and SMB tracking across all systems including IEP, Quickbase, Tableau, and utilizing Slack for both US and overseas teams.
- Established positive working relationships with QBKs, both team and department leads and managers to ensure efficient communication and problem solving across all matters in cleanup space.
- Organized and maintained training workshop program inviting our team leads and experts to present on topics ranging from general bookkeeping to QBL standards and Intuit Core Values. Over 60 sessions held.
- Utilized surveys and open discussions to identify key issues and roadblocks in order to quickly and efficiently solve team issues and focus on areas of improvement.
Owner/Master Bookkeeper
The Office Genie LLC
10.2017 - Current
- Continuing to serve clients in private equity, as well as a variety of other industries including but not limited to: real estate investment, personal health and beauty services, and retail establishments.
- Consulted with customers to assess needs and propose optimal solutions to bookkeeping and accounting practices, as well as maintained a wide network of professionals for referral to other sectors of business management and accounting industries.
- General services provided include payroll preparation and payroll related tax filings and remittance, sales tax filing and remittance, general bookkeeping across both cash and accrual systems, and reconciliations of all accounts. Experience across multiple states including Connecticut, Vermont, New Hampshire, New York, and Florida.
Bookkeeper/Office Manager
Exteriors, Inc.
03.2016 - 01.2023
- Completed payroll for employees; recorded and filed all federal, state and local tax for a varying number of employees across 3 sister companies (up to 25 employees at one time).
- Reported financial data and produced final reportings across three companies for tax filing with minimal adjustments needed.
- Reconciliation of all company bank, credit card, loans and general expense, asset, and liability accounts.
- Utilized professional network to assist in business operations including a new, modernized website and new accounting professionals to successfully drive business forward.
- Assisted in establishing and maintaining vendor relationships for optimal cost efficiency.
- Assisted in management of rental property for associated businesses. Managed and allocated rent charges, common charges, and mitigated issues regarding building repairs and improvements.
Junior Bookkeeper
Geiger's Home And Garden
05.2015 - 02.2016
- Matched payments to invoices and audited accounts payable for accuracy across accounting periods.
- Reviewed third party payroll documents and recorded/reconciled to Quickbooks Desktop records.
- Assisted in house accountant and office manager in locating and resolving discrepancies across accounts receivable, payable, and payroll.
- Assisted in liquidation of business assets due to business closure resulting in over 100k profit by utilizing professional and personal connections to facilitate sale of assets.
Education
Master of Business Administration -
Southern Connecticut State University
New Haven12.2017
Bachelor of Science-Business Management -
Southern Connecticut State University
New Haven05.2015
Skills
- Strong and effective communicator
- Ability to adapt to constantly changing environments with ease
- Resourceful and creative problem solver
- Dedication to customer service through empathetic, yet practical approach
- Encouraging and approachable leadership style to drive others to full potential
Soft skills
- Quickbooks Online-8 years, including 4 years with Plus and Advanced subscription levels
- Turbo Tax Desktop, Online proficiency
- Tech savvy- able to quickly adapt to new or changing software systems and databases
- Google Suite including Smart Sheets
- MS Office including Excel
Technical skills
Awards And Accolades
- Intuit CEO Leadership Award Nominee, FY22
- Trajectory Changing Performance, FY22
- Exceeded Expectations Performance, FY23
- Quickbooks Live Workshop Training Team- presenter/moderator FY24
- SEMS QA Cleanup Final Review Test Group FY24
Languages
- English
- Spanish
Accomplishments
- Conducted over 200+ quality reviews in the Centralized Lead Review program for QBL Cleanup
- Received highly positive peer feedback in Betterworks for FY23
- Over 120 lifetime hours as a flex expert into the Turbo Tax Live crossover assist for peak seasons in FY 21, 22, 23
Certification
Quickbooks Advanced Certified ProAdvisor
Volunteer Work
Intuit WCGB Tent Refugee Program mentor: 02/23-present
Mentor Afghan refugee entering the American job market, assist in familiarizing them with hiring processes, job seeking, expectations and resume building.
Intuit WCGB Ronald McDonald House charity card writing event: 12/23
Organized team event through WCGB to create Christmas cards with words of encouragement to children spending Christmas hospitalized due to illness.
Languages
Spanish
Professional Working
Timeline
Team Lead
Intuit, Quickbooks Live Cleanup
02.2021 - Current
Owner/Master Bookkeeper
The Office Genie LLC
10.2017 - Current
Bookkeeper/Office Manager
Exteriors, Inc.
03.2016 - 01.2023
Junior Bookkeeper
Geiger's Home And Garden
05.2015 - 02.2016
Master of Business Administration -
Southern Connecticut State University
Bachelor of Science-Business Management -
Southern Connecticut State University
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