NANCY RICHARDSON TEER
Foster City
Summary
Dynamic Office Manager with a proven track record, excelling in customer relations. Successfully implemented a time and billing program, and document management software enhancing project tracking and client billing efficiency. Adept at Microsoft Office Suite and fostering a collaborative team environment, driving organizational success.
Overview
24
24
years of professional experience
Work History
Office Manager
SD Mayer & Associates, LLP
01.2025 - Current
- Implemented office policies and procedures to optimize organizational efficiency, and ensure a smooth transition merging into the organization.
- Facilitated communication among staff, clients, and external partners.
- Maintained comprehensive filing system for records and correspondence.
- Resolved customer inquiries promptly while nurturing client relationships.
- Executed general bookkeeping tasks, including bank reconciliations and journal entries.
- Ensured impeccable office organization to support operational objectives.
- Reviewed files and records to gather information and fulfill requests.
- Oversaw incoming correspondence management, call handling, and business letter creation.
Office Manager
Altum Partners, LLP
06.2011 - Current
- As the sole administrative support staff in this professional office, I fulfill multiple roles. As the only administrative assistant to the partners of the company, I am responsible for maintaining busy calendars, organizing all meetings, assisting in audits, preparing tax filings. As office manager, I am responsible for day to day operations: administering employee files, contractor records, benefits, and payroll; managing accounts receivable, payable and collections; maintaining our client database; and managing facilities.
- Accomplishments include:
- Implementing Time and Billing Program. I seamlessly integrated a new time and billing program to track workload, project completion, and billing procedures to maximize the fiscal health of this start-up by allowing the partners of the company to see when a project was completed and bill the client on a timely basis.
- Oversaw the firm’s IT resources. I researched and sourced an IT outsourcing team to handle the firms growing internet presence and internal network.
- Certified Public Accountants
Office Manager
Ronald Ruttenberg & Co, CPA’s
06.2012 - 12.2024
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Implemented office policies and procedures to enhance organizational efficiency.
- Organized schedules and delegated tasks.
- Trained new employees on office protocols and software tools.
- Organized company events, including team-building activities and client meetings.
- Managed office budget to handle inventory, postage and vendor services.
- Sustained office efficiency by implementing and planning office systems, equipment procurement and layouts.
- Performed general bookkeeping duties for clients, such as reconciling bank statements, processing quarterly payroll, and creating journal entries.
- Prepared individual tax returns.
- Assisted in recruiting, onboarding and training new employees.
Office Manager
Jerry White and Associates
01.2002 - 04.2011
- As the sole administrative support staff in this small professional office, I fulfill multiple roles. As executive assistant to the owner of the company and a small staff of Certified Public Accounts and Enrolled Agents, I am responsible for maintaining busy calendars, organizing all meetings, assisting in audits, preparing tax filings. As office manager, I am responsible for day to day operations: administering employee files, contractor records, benefits, and payroll; managing accounts receivable, payable and collections; maintaining our client database; and managing facilities.
- Accomplishments include:
- Managing the firm’s cash position. I work daily to ensure the health and security of this small, seasonal business by tightly managing expenses and cash flow.
- Upgrading the firm’s IT resources. I researched, purchased, and implemented a new network and trained the staff on new applications. By installing, setting up, and maintaining the system myself, I saved 43% of the quoted cost.
- Substantially contributing to a 45% increase Q1 gross revenues. When the company had an opportunity to accept 750 new clients from a firm that closed, I personally committed to managing the increased client load. I completed 380 of the returns and managed temporary staff, in addition to all regular duties. To ensure the on-time completion of all returns, I worked an average of 26 hours of overtime per week from January 1 through April 15.
- Certified Public Accounts
Education
Skills
- Quick study of applications and technologies
- Office management
- Customer relations and engagement
- Records maintenance
- Time management
- Bookkeeping and accounting
- Event planning and coordination
- Microsoft Office Suite
- Project management
- QuickBooks Online expertise
- BPS and CFS systems knowledge
- Lacerte and Lacerte DMS proficiency
- ProSystems software experience
- Practice management solutions
- Docit document management
- PenSoft payroll software
- FileMaker database skills
- Microsoft Access database management
- ACT CRM proficiency
- Bugzilla issue tracking
Timeline
Office Manager
SD Mayer & Associates, LLP
01.2025 - Current
Office Manager
Ronald Ruttenberg & Co, CPA’s
06.2012 - 12.2024
Office Manager
Altum Partners, LLP
06.2011 - Current
Office Manager
Jerry White and Associates
01.2002 - 04.2011