Denise brings 20+ years of business, client, and project management experience based upon her roles as an office manager, customer service agent and bookkeeper for multiple insurance agencies. With her keen business acumen, highly regulated industry experience, and bookkeeping background, she has a proven track record of positively impacting the organizations she serves through successful relationship building, consistent project delivery, and exceptional client service.
Adept at identifying and implementing solution-oriented business opportunities and process improvements to maximize efficiencies, Denise capably provides a full range of bookkeeping services. She is proficient in financial reporting, accounts receivable, accounts payable, account reconciliations, payroll, and trust accounts.
Her experience includes preparing proposals and pro forma information, setting up and maintaining customer accounts, managing contracts, and resolving conflicts to prevent costly issues from arising. She is also familiar with QuickBooks accounting software, DonorPerfect fundraising software for nonprofits, and a comprehensive software system for independent insurance agencies.
Clients value Denise’s strong personal integrity, excellent communication skills, and ability to build and maintain solid relationships with their internal teams, customers and vendors as she services their organization most professionally.
Banking, Insurance, Mortgage Banking, Nonprofit, Real Estate, Sales, Service, Sports Teams and Clubs
What is one of your proudest accomplishments?
I assisted many insurance clients after a devastating F4-level tornado caused significant destruction to their area. It took more than a year for many to rebuild.
What is one of the best pieces of advice you have ever received?
My father told me years ago to never go to bed mad.
Is there a favorite dish you make that people rave over?
Being from the Upper Peninsula of Michigan, it would be a Michigan Pasty, a folded pastry shell typically filled with meat and vegetables.