C James Professional Enterprises, LLC

Serves Coppell, TX

35244

Not yet available

1 employee

1 year in business

Not yet available

4.5

This pro accepts payments via Cash, Check, Credit card, and Venmo.

Next Service

Hours

Sun Closed

Mon 9:00 am - 7:00 pm

Tues 9:00 am - 7:00 pm

Wed 9:00 am - 7:00 pm

Thurs 9:00 am - 7:00 pm

Fri 9:00 am - 7:00 pm

Sat 12:00 pm - 5:00 pm

Credentials

Background Check

Chanel James
Completed on 4/25/2024

Introduction

With over a decade of experience in accounting and financial management, I bring expertise in full-cycle accounting, payroll administration, GAAP compliance, and financial reporting. As a Certified QuickBooks Online ProAdvisor, I excel in streamlining financial operations, improving accuracy, and enhancing efficiency. -Skilled in bank reconciliations, budgeting, and forecasting, ensuring financial stability. -Proven ability to reduce manual processes by 50% and recover 75% of outstanding receivables. -Experienced in regulatory compliance, accounts payable/receivable, and payroll administration. In the healthcare administration industry, I established accounting policies, managed financial statements, and optimized banking operations, significantly improving efficiency. Previously, in the technology sector, I recovered aging receivables and improved financial reporting, while in the property management industry, I managed financials for 60+ clients, enhancing reconciliation accuracy. During my tenure in the education sector, I transformed financial operations, leading a $190,000 financial turnaround and streamlining payroll and budgeting processes. My expertise in financial management, compliance, and efficiency makes me a trusted partner for businesses seeking accuracy and strategic financial guidance. If you need a reliable accounting professional to optimize your financial processes and drive growth, I’m ready to help!

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

-Hourly Rates: Ideal for specific tasks or short-term projects. The rate is competitive based on industry standards and the complexity of the work. -Fixed Monthly Fees: For ongoing services such as monthly bookkeeping, where a consistent price provides stability and predictability. -Project-Based Pricing: For larger, one-time projects such as implementing new accounting systems or conducting financial audits. Discounts may be offered for long-term contracts or referrals. I'm always open to discussing your specific needs and budget to tailor the pricing to fit your situation.

What is your typical process for working with a new customer?

Here's how I typically start working with a new customer: 1. Initial Consultation: We discuss your specific needs, financial goals, and any current issues with your bookkeeping or accounting practices. 2. Proposal and Agreement: I provide a detailed proposal including the scope of services, pricing, and timelines. Once agreed, we formalize our arrangement with a contract. 3. Onboarding: We gather necessary information, such as access to financial systems and documentation. I ensure that I understand your business processes and accounting requirements. 4. Implementation: I begin working on the agreed tasks, such as setting up accounting software, processing transactions, or conducting reconciliations. 5. Regular Review: We schedule periodic meetings to review progress, address any questions or concerns, and adjust the services as needed.

What education and/or training do you have that relates to your work?

I bring a wealth of experience and relevant training to my bookkeeping services: -Accounting Manager Experience: Currently at Tall Tree Administrators, where I develop accounting policies, manage financial statements, and oversee accounting software systems. -Contractor Experience: Previously worked as an Accounting Manager at Videotex Systems, implementing internal controls and managing payroll. -Accountant II Role: At Associa, handled month-end closings, financial statement preparation, and budgeting. -Senior Financial Manager: At Los Angeles Unified School District, where I managed budgets, financial reporting, and payroll for various school departments.

How did you get started doing this type of work?

I began my career in bookkeeping and accounting over a decade ago, starting as an Accounting Technician II at Los Angeles Unified School District. Over the years, I advanced through various roles, gaining experience in financial management, policy development, and internal controls. My passion for accurate financial reporting and efficiency led me to specialize in bookkeeping and accounting services, where I now focus on providing comprehensive financial support to businesses and organizations.

What types of customers have you worked with?

I have extensive experience working with a diverse range of customers: -Educational Institutions: Managed financial processes and reporting for schools and educational programs. -Small to Mid-Sized Businesses: Assisted with general bookkeeping, financial reporting, and internal controls. -Nonprofits and Associations: Handled budgeting, financial reporting, and compliance with regulatory standards.

Describe a recent project you are fond of. How long did it take?

One project I am particularly proud of was streamlining the accounting processes for a small business. This project involved: -Implementing QuickBooks Online to replace a manual system. -Reducing manual processes by 50%. -Enhancing efficiency in financial reporting and bank reconciliations. The project took about three months to complete, including system setup, data migration, and training. The improvements significantly streamlined their financial operations and reporting processes.

What advice would you give a customer looking to hire a provider in your area of work?

When hiring a bookkeeping provider, consider the following: -Experience and Expertise: Look for someone with a solid background in accounting and bookkeeping and relevant industry experience. -Services Offered: Ensure they offer the specific services you need, such as financial reporting, tax preparation, or software implementation. -Reputation and References: Check reviews and ask for references to ensure they have a track record of reliability and quality. -Communication and Compatibility: Choose someone who communicates clearly and understands your business needs. A good working relationship is key to effective bookkeeping

What questions should customers think through before talking to professionals about their project?

Before consulting with a bookkeeping professional, consider the following questions: -What are my specific bookkeeping needs? Identify whether you need regular bookkeeping, financial reporting, or other specialized services. -What is my budget for these services? Determine how much you are willing to spend and whether you prefer hourly, fixed, or project-based pricing. -What are my expectations for turnaround time? Define any deadlines or urgent needs you may have. -What level of involvement do I want? Decide whether you prefer a hands-on approach or would like the provider to manage everything independently. -What accounting systems or software do I use? Ensure compatibility with your current systems or discuss any necessary transitions. By addressing these questions, you’ll be better prepared to find a bookkeeping provider who meets your needs and expectations.