Written by
September 15, 2020

Client Relations & Billing Specialist

We at AFB Law are seeking a Client Relationship and Billing Specialist to become a part of our team! You will provide overall support to attorneys’ business needs.

You:
You are good at working with difficult people going through a difficult time. You can’t help but be proactive on a case because fires suck for everyone involved. You want a job where you can make a difference in folks’ lives by shining as the rockstar that you are while getting home at a decent hour. This is a great position for someone wanting to get started in family law.

You will be tasked with owning the billing process and reporting out updates.  Additionally, you will be responsible for counseling clients on ways to gather the resources to support their case.

The Job:
We need someone who can perform the following activities on a daily basis:

  • Take Client payments and send out client bills
  • Enter legal staffs time into time entry software each week for billing
  • Follow up with clients on their bills and work to collect outstanding balances
  • Handle customer care, ensuring clients are up-to-date on their billing and feel informed about their options
  • Manage relationships with clients surrounding their payments and fees
  • Helping clients work past their mental money issues
  • Being the first line of encouragement when a client thinks they want to quit their case
  • Use programs like Microsoft Word, Excel, Clio, Asana and Google Apps to communicate and report
  • Generally, make the attorneys lives easier.
  • This job is starting out at 30 hours per week with the possibility to increase to full time based  on the candidate’s interests.

Qualifications:

  • Glowing personality a MUST!
  • Creative and solutions focused attitude
  • Empathetic to client’s situations
  • Experience handling difficult/stressed out people
  • Ability to prioritize and multitask
  • Excellent written and verbal communication skills – you will spend the majority of your time on the phone with clients
  • Deadline and detail-oriented
  • Familiar with handling client payments
  • Experience working in Microsoft Excel
  • Bachelor’s degree preferred in related field
  • 3+ years customer service, office management or account collection experience
  • Law office experience a plus!

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Written by
September 12, 2020

Deanna ******

Customer Support & Claims Specialist – Remote | 2020 -Present • Provide Support and Claims services for Teletech Holdings in a remote setting. Demonstrate mastery of customer service call script within specified timeframes while Processing cancellation requests per company policies. • Field customer requests and claims inquiries with excellence. • Handle appeals, quotes, and concerns in an effective and timely manner all the while keeping superior notes and customer records. • Foster a collaborative environment to encourage clear communication and solution-oriented outcomes or customers and the company.

Creative Expressions: Custom Art and Event Planning Services | August 2005 – July 2018 • Provide custom art services in the form of wall murals, canvas art, and event planning services. • Manage all aspects of business including sales, social media marketing, bookkeeping, customer service, bids, and product implementation • Collaborated with clients and additional contractors regarding the nature and content of artwork to be produced taking into account timelines and budget constraints. • Use various mediums to create and produce artwork by hand using a variety of methods and materials. • Planned, organized, and executed 70 – 90 large-scale events to the clients satisfaction. Constantly maintained a 95% client satisfaction rate over the duration of business services.

Administrator – Dalton Christian Fellowship – Remote | January 1998 – February 2005 • Bookkeeping, accounts payable, contribution management, tax reports, planning and executing corporate functions for over 200 people, outbound mailings, and other general office duties. • Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced. • Set up and manage paper or electronic filing systems, record information, update paperwork, maintaining documents, correspondence. • Maintain office scheduling and event calendars for organization.

Director – Dalton Pregnancy Center – Dalton, GA | February 1989 – March 1992 • Recruit & manage staff & volunteers including scheduling and contribution management. • Plan & implement volunteer training and corporate events. • Marketing services to the community through direct mail, public relations, and community / corporate fundraisers (planning & executing events to inform, raise awareness, and collect financial / volunteer support). • copywriting experience – speeches, articles, and promotional materials to inform the public of non-profit services.

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Written by
August 31, 2020

Angela * *******

I seek to add value in a role that improves the ways we live, love, laugh, learn, and lead for a people-first organization.

As an experienced leader in Human Resources, Learning & Development, and Organizational Development, I have a passion for people, strategy, and purpose. Leadership is my calling through which I partner with those who lead and those who choose to follow. Leadership isn’t about doing, it’s about being. Truly exemplary leaders model, inspire, challenge, empower, and encourage others to create a workplace where people are valued for who they are, not only what they produce.

Over a career that spans 25+ years, I have advised managers; partnered with business unit leaders; developed leadership programs; started (and ended) a consulting business; delivered keynote speeches and presentations; taught college courses; assessed and analyzed behavioral patterns; coached executives; conducted due diligence; written and designed publications; managed corporate social media… while I have also parented two sons (and dogs); finished marathons; earned a master’s degree; raised $10,000 for charity; and balanced my work with my life.

STRENGTHS: Relationship-Builder | Communicator | Strategic Thinker | Maximizer | Activator.

BEHAVIORS: Establishes and sustains authentic relationships through diverse and widespread networks; exhibits initiative, enthusiasm, flexibility, optimism, and a positive sense of humor; strategically pursues opportunities to generate action and achieve results; influences and builds confidence in colleagues and team members; and analyzes problems to generate innovative and creative solutions.

SPECIALTIES: Certified Master Facilitator, The Leadership Challenge; Certified Facilitator, The Student Leadership Challenge; Certified Coach, The Leadership Practices Inventory; Certified Professional Behavior Analyst (DISC)

ASSESSMENTS: Enneagram – 7/2. StrengthsFinder – Woo, Communication, Strategic, Maximizer, Analytic. DISC – Dominance = 62% / Influence = 94% / Steadiness = 58% / Compliance = 7%. Myers-Briggs – ENFP.

 

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Written by
August 28, 2020

Tamara *****

Accounting Senior Assistant

Aramark Corp, Nashville, TN, September 2016 – June 2020

Bank Reconciliation Clerk
Daily reconciliation of 100+ locations nationwide
Research missing deposits and transactions
Create monthly packets per audit controls
Meet monthly deadlines per BRAP policy
Create journal entries
Monthly balancing of multiple accounts

Accounts Payable
Process tickets/invoices in queue daily
Match invoices to Purchase Orders
Enter invoices into system for payment
Work closely with Yosemite team located in Fresno, CA and Denali team located in Anchorage, AK
Meet monthly deadlines

 

HR Generalist/Accounts Payable Assistant

Butler Carpet Company, Clearwater, FL, July 2015 – April 2016
Coordinate open enrollment of company Medical, Dental and Vision
Payroll bi-weekly
Coordinate and maintain all employee files
Research FMLA, FSLA and Labor Laws
Reporting Worker’s Compensation
Prepare Daily Sales Report
Accounts Payable
Job applicant and new hire activities including drug screens, background checks, reference checks, I-9’s

Agent Commissions Analyst/Accounts Receivable

Amerilife Insurance, Clearwater, FL, December 2012 – July 2015

Responsible for daily activities of Commissions Dept. for all assigned carriers
Ensure that all assigned Medicare Advantage (MA) commissions are paid timely and accurately
Ensure all MA policies are received and delivered timely and accurately
Access MA carrier websites and download company statements
Prepare carrier statements into a system formatted file
Final review of files for payroll
Research policies not in system for processing of commissions payments

 

Aircraft Records Clerk

Avantair, Inc., Clearwater, FL, May 2012 – October 2012
Track Aircraft flight times
Track and Maintain Log Pages for each aircraft
Maintain Log Books for Engines and Propellers per FAA regulations
Ensure compliance with established internal control procedures by examining              work packages, reports and documentation

 

Fiscal Records Specialist

Pinellas County Clerk of the Circuit Court/Recording Dept., Clearwater, FL

October 2011 – March 2012
Customer Service
Balance cash drawer daily
Prepare deposit daily
Process Passport Applications per Federal Regulations
Issue Marriage License
Receive and prepare legal documents per State Statute

 

Billing Assistant and Service Coordinator

Building Air Services, Clearwater, FL September 2010 – July 2011
Dispatch to and monitor technicians on job sites
Answer questions of customers regarding submitted work orders
Prepare and monitor Purchase Orders
Prepare invoices for mailing or uploading onto Client web site
Receive and prepare service tickets from customers or clients
Prepare paperwork for Billing Dept.

 

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Written by
August 24, 2020

5 Things You Need to Know Before Hiring an Independent Contractor

5 Things You Need to know Before Hiring an Independent Contractor

Hiring an independent contractor is a big step. It often means that your business is growing and that you are ready to take the next step to bigger and better things. Now that you’ve found the right person and agreed on a scope of work, it’s time to roll up your virtual sleeves and get to work, right?

Not so fast.

While the paperwork required to hire a contractor is much less than a regular employee, there are still important documents that must be completed and collected. Here’s an overview of the who, what, why, where, and how of forms needed when you hire an independent contractor. 

 

Who Qualifies as an Independent Contractor

Let’s start with the who. Any person or business you hire to do work on your behalf, but not as an employee is an independent contractor. 

Usually, independent contractors are in a different business than your own. For example, freelancers like artists, editors and writers are often independent contractors. Independent contractors can also include outside companies doing work for you on an ongoing basis. Think cleaning service, an attorney, or a tax prep person. Basically, independent contractors include anyone you are paying for services and who is not an employee.

The Internal Revenue Service (IRS) has set guidelines for determining if someone is an employee or an independent contractor. As a rule of thumb:

  • You pay independent contractors for the result of their work. 
  • You pay employees for the ability to control how the work is done.

 

Why Independent Contractor Status Matters

When you hire an independent contractor, you aren’t required to withhold federal or state taxes or Social Security and Medicare taxes (collectively known as payroll taxes) from their pay. That’s because rather than paying them a salary or a wage, your business is paying another business for services.

Independent contractors are self-employed/owners of their own business and are responsible for reporting their income and paying the associated taxes. (You can learn more from irs.gov.)

When you hire people as employees, you are responsible for withholding the appropriate payroll taxes. This applies for part-time, full-time, and seasonal employees.

 

When to Call the Pros

Issues around employment status and taxes can be thorny.  The IRS offers some guidelines for making this determination. But, it’s wise to consult an attorney or accountant with specific questions or for advice when hiring people or businesses to do work on your behalf. While this article is a good overview of your obligations when hiring independent contractors, we aren’t attorneys and we don’t practice law here at HireMyMom.com. 

 

Start a File for Each Contractor

Before we talk about which forms to collect from your contractor and when, let’s take a step back and consider why it’s important to collect them. While you aren’t required to share information about your independent contractors with the IRS, there are still good reasons for keeping a file on each contractor. 

  • Maintaining project overviews and any feedback you share with the contractor, helps you keep good records about your projects– including how and when they were completed, who did the work, and what you paid to have the work done.
  • If you are ever audited, you can easily pull information about each contractor to share, as needed. 
  • Keeping a contractor file makes it easier for you to connect with contractors in the future. 

 

Collecting the Right Forms

Collecting the correct forms from independent contractors is often an overlooked step that offers important benefits for your business and the contractor you are hiring. Securing the correct forms at the beginning of your relationship can set you up for greater success later. It’s easier to have the information on file before the project begins when you and your contractor are in more constant communication. 

Collecting the forms early gives you peace of mind that you’ve checked all the boxes with your independent contractor.  According to The Balance Small Business, there are several forms to collect and keep on file, including: 

  • A completed W-9 tax form. This form and directions to complete it are both available online at irs.gov and should be on file before you pay the contractor. Once you collect the W-9 form, hold on to it for your files in case you need to share it with an auditor. (You don’t need to send it to the IRS.)
    • While you don’t need to withhold payroll taxes from an independent contractor, you are responsible for issuing them at 1099 Form for Non-Employee Compensation at the end of each calendar year. 
    • Independent contractors use the 1099 Form to report their business income to the IRS.  
  • A contract. When you start a new relationship with an independent contractor, establish the terms of your engagement with a written contract. The contact should:
    • Outline that the person you are hiring is an independent contractor and not an employee. It’s important that the person you are hiring understands that you will not be withholding payroll taxes because he/she is not an employee.
    • Stipulate who owns the finished work product. (This is especially important for creative services such as art work or design.)
    • Outline the scope of work to be performed.
    • Document billing rates, invoicing, payment processing and timing. Settling on this at the beginning of the project can make for a more productive relationship.
  • A resume and reference information. You know why you hired this person to do work on your behalf, but keeping a resume and reference information on file makes it easier for others to review, if needed. You may even have your contractors complete an application so you can easily access pertinent information about them in the future.

 

Additional Forms to Consider

In addition to the items outlined above, your business may dictate the need for additional forms, according to The Balance Small Business. For example:

  • A non-disclosure agreement (NDA). Sometimes called a confidentiality agreement, this gives you confidence that your independent contractor is not sharing your business plans or trade secrets with competitors or other businesses. 
  • A non-compete agreement puts restrictions on the contractor’s ability to take your customers or clients to a competitor. These documents tend to outline specific actions and timeframes where the restrictions apply.  
  • A non-solicitation agreement keeps an independent contractor from working for your competition while also doing work for you. This can be tricky because sometimes you want a contractor with expertise in your industry, which means he/she also works for other similar businesses.

Consult a lawyer if you are considering asking your contractor to sign any of these items. State laws vary considerably. Working with an attorney can help make sure that any steps you’re considering are legal and advisable based on your state, objectives, and situation.

 

We’d Love to Hear From You

Tell us how you found your independent contractor and the success you experienced.

 

 

Disclaimer. The information contained in this site is provided for informational purposes only, and should not be construed as legal advice on any subject matter. You should not act or refrain from acting on the basis of any content included in this site without seeking legal or other professional advice.

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Written by
August 22, 2020

T. ********

Bastian Accounting, remote

Account Manager, 06/2017- current

  • Support multiple companies at a time using QuickBooks Online
  • Categorizing and organizing all transactions
  • Reconcile bank statements, prepare financial reports and other various tasks for clients
  • Run payroll, either through QuickBooks or record entries via journal entries from 3rd party payroll companies
  • 1099 tracking for clients
  • Run reports through CRM’s like Dubsado, 17Hats, Honeybook, Square, Stripe to ensure sales are recorded accurately in QB
  • Pay bills through bills.com and Melio
  • Develop and maintain strong client relationships

Town of Groton, Senior Center, Groton, CT

Accounting Clerk, 05/2012 – 04/2017

  • Compiled daily, monthly and yearly financial reports and statistics of kitchen/Senior Center
  • Submitted check requests and refunds to Finance for payment
  • Created, maintained, filed and closed PO’s
  • Assisted Purchasing in the yearly bid process for food
  • Purchased office, class and marketing supplies as well as office and kitchen equipment
  • Maintained and balanced petty cash
  • Reviewed, investigated, and corrected errors in financial entries
  • Prepared twice weekly deposits
  • Oversaw House accounts / Money on account for kitchen patrons

Lowe’s Waterford, CT

Cashier 10/2010 – 02/2013

  • Operated cash register
  • Processed customer cash, check and credit card payments
  • Worked at the customer service desk

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Written by
August 22, 2020

Dominique *********

Front Office Manager   August 2018 – Present

Women First OB/GYN, Royal Oak, MI

Oversee 8-10 receptionists and records department that supports 14 providers
Create and manage monthly schedules for team members
Approve appointment times and dates
Schedule patient appointments
Decipher patient emergencies compared to appts that can wait
Assist GM in interview process for new reception hires
Train receptions on check-in, check-out, general office tasks
Report to and submit sensitive material for Office Manager
Primary contact in patient problem resolution
Write prescriptions for patients following the providers notes
Complete and disburse FMLA paperwork for patients
Assist patients in check-in and check-out process
Assist records department in disbursal of medical records
Assist in creating and disbursing patient History & Physical form to William Beaumont Hospital
Accounts receivable collection
Collect monies from patents that have been sent to Collections
Order office supplies

Executive Assistant – Virtual

Rager Rentals | Harrison  Township, MI January 2013-Present

Maintain company and personal calendar for CEO – plan and schedule meetings and appointments, verify travel plans, and set reminders.
Process accounts payable invoices – log on control spreadsheets, pay, file, add to reconciliation sheet.
Review timesheets, tally hours, and compute payroll.
Create virtual advertisements for rental listings and contractor requests on Craigslist and Zillow.
Process accounts receivable – process incoming monies from tenants, log on control sheets, prepare deposits, tally balances due, apply late fees.
Tenant communication via email, phone, and text.
Prepare small claims, eviction, 7-day notice, wage garnishment, income tax garnishment, summons, and subpoena paperwork for courts in three different municipalities.
Show properties to prospective tenants.
Tax preparation and filing; including 1099’s.
Track expenses for all properties and prepare year end profit/loss schedules.
Receptionist   May 2018 – August 2018

Women First OB/GYN, Royal Oak, MI

Check patients in and out for appointments
Phone answering/call patients back
Schedule and move patients appointments for 13 providers
Keep track of patients that miss, or cancel appointments
Collect money from patients
Give patients prescriptions for appointments needed at William Beaumont Hospital

Intern – Virtual   January 2018 – April 2018

Simone Garzella Book Scouts, New York, NY

Reading and completing an analysis of book proposal manuscripts.
Classifying each manuscript, along with plot synopsis and attached commentary for marketing, writing style, and target audience.
20 hours per week Monday thru Friday at my convenience

Assistant Manager

Annabelle’s Antiques and Such | Saint Clair  Shores, MI June 2010-Dec 2013

Online eBay sales – create listing, monitor sales, ship item.
Created and maintained worksheet for online sales.
Full accounts payable and accounts receivable processing.
Create and publish email marketing, item descriptions for online sales, and newspaper and social media advertisements.
Open and close store, including tallying daily sales, deposits, and vendor commissions.

In person and online customer service

Sales Lead Coordinator

C&C Heating and Air Conditioning |  Roseville, MI Dec 2009-March 2010

Assistant to owner/manager.
Prepare and publish marketing materials to current and potential customers.
Schedule out of office appointments for all Sales Representatives and training courses for personnel.
Track sales numbers for Sales Representatives.
Customer service.

Sales Manager

Phoenix Stone Company | Mount  Clemens, MI June 2000-December 2009

Proofread hundreds of pages of price lists.
Audit salesman expense reports and travel logs.
Review and edit company website.
Review educational text to hand out in classes that were taught at yearly seminars to educate our customer base.
Created marketing materials, and advertisements to be distributed to all 8 markets of our customer base.
Creating a monthly marketing plan, assisting and overseeing to make sure that all of the goals and strategies have been met by the expected date.
Assisted in the creation, and implementation of the company’s annual plan.
Lead team member for customer relations, from assisting in product knowledge and calculation, to install techniques and delivering materials.
Assisted in purchasing, creating and sending PO’s to vendors, and creating the payable when the load was received.
Conducted collection activities including but not limited to compiling necessary paperwork for court proceedings.
Overseeing up to three Sales representatives, both inside and outside.
Coordinating travel arrangements, accommodations, and schedules for industry trade shows.
Overseeing of the accounts receivable department to ensure they are on task with the daily assignments.
Lead sales representative for the Athletic, Ohio, and Indiana markets.
In house sales representative for Local Dealer and Contractor Markets.

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Written by
August 21, 2020

Bookkeeper

The California Association of Pest Control Advisers (CAPCA) is seeking a motivated bookkeeping professional to join their team. CAPCA’s purpose is to serve as the leader in the evolution of the pest management industry through the communication of reliable information. This is a part-time consultant (1099) position that will average approximately 20 hours per week, reporting to CAPCA’s CPA and Programs & Communications Director.

The Bookkeeper will manage daily financial processes, provide support to CPA, and may assist with other accounting tasks such as monthly financials, general ledger entries, recording of income, payments and adjustments.

Responsibilities:

Income Management

·         Process and reconcile membership dues, provide batch reports

·         Process and reconcile event registrations

·         Process and reconcile online enrollments

·         Deposit reconciliations

Internal Billing/Reconciliation

·         Process weekly, monthly and annual invoices, follow-up on open invoices from various vendors

·         Process refunds and account adjustments

·         Conduct financial research as needed, i.e. imbalance/incorrect dues forms and/or balance sheets

·         Bill pay preparation

Other

·         Assist chapter treasurers and solicit appropriate year end financials for audit/review

·         Work with CEO on annual conferences/summit

·         Special projects as assigned

 

Qualifications:

·         QuickBooks experience required (both desktop and online preferred)

·         Moderate Excel experience required

·         2+ years of bookkeeping or administrative experience required

·         Experience process accounts receivable and accounts payable preferred

·         Degree educated preferred

·         Previous remote work experience is a plus

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