Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Corree Roofener

Corree Roofener

Trout Creek

Summary

Entrepreneurial and creative Founder passionate about turning innovative ideas into tangible results. We love helping entrepreneurs build their dreams.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Founder and Owner of CR Financial Foundations, LLC

Self-employed
01.2006 - Current

I am the founder and owner of CR Financial Foundations, LLC. We provide full-cyclical and part-cyclical services to our base of clients including, but not limited to:


-ProAdvisor Quickbooks Online Certified

-Clio Certified

-Account Receivable

-Accounts Payable

-Bank Reconciliations

-Credit Card Reconciliations

-Three way Reconciliations

-Data Entry

-Financial Reporting

-General Ledger Maintenance

-Onboarding and New Employees

-Insurance reviews and Comparison

-Payroll Processing

-Payroll Tax Filing

-General Excise Tax Filing

-1099 Generation and Compliance

-W-9 Compliance

-W-2 Generation and Compliance

-Remote Document Management Ethics

-Ethical Standards and Code of Conduct

Education

Associate of Applied Science - Legal Secretary/Bookkeeping

Linn Benton Community College
Albany, OR
06-1996

Skills

  • Client engagement
  • Revenue development
  • Financial management
  • Project management
  • Financial administration
  • Cash flow management
  • Entrepreneurial leadership

Certification

QBO Pro Advisor

Timeline

Founder and Owner of CR Financial Foundations, LLC

Self-employed
01.2006 - Current

Associate of Applied Science - Legal Secretary/Bookkeeping

Linn Benton Community College
Corree Roofener