NEW MEXICO'S LEADING PROVIDER OF MICROSOFT DYNAMICS SOLUTIONS

CLIENT CARE: 505 265 2374 |
In Affiliation With Velosio

Ginger manages the Automation Consultants office in Arvada, Colorado.  She is an enrolled agent with the IRS and is often consulted on a variety of issues, which may be surmised from the list of her interests, qualifications, and experience below.

Business entities

  1. B&H Financial Services, Inc. owner since 1988, offering many services, for example:
    1. Accounting and bookkeeping, tax preparation/advice/representation before the IRS, personal coaching, remote computer support for clients
    2. Helping clients navigate complex areas of finance including taxes, all types of personal insurance including Medicare, and estate planning (understanding wills, trusts, Powers-of-Attorney)
    3. Helping clients establish businesses and determine best corporate structure, complete initial and recurring government filings and tax returns
  2. B&H Financial Educators, Inc. dba Stewardship Educators, Director since 2002
    1. 501(c)(3) non-profit organization to provide corporate financial education programs in addition to pro bono services that help needy individuals dealing with hardships
      1. Recently helped a blind and homeless man in California get on Social Security and Medicaid then get cataract surgery. He now has sight in both his eyes and he is living in a newly constructed low-income apartment with enough money for food and his other expenses
    2. Helping clients understand and navigate the very complex areas of Medicaid and Colorado CDASS programs to access the financial and medical help they need
  3. Ginger Green & Associates, Inc. owner since 2010
    1. Originally organized as a Registered Investment Advisory firm
    2. Maintained for various purposes

Outline of Skills and Areas of Expertise

  1. Information Technology
    1. Hardware selection, installation, configuration, inventory, maintenance
    2. Software feasibility, selection, installation, configuration and deployment, maintenance, upgrades/updates, administration, end-user
      1. MS 365 including Word, Excel, Outlook, Publisher, PowerPoint, QuickBooks, Dynamics 365, Contact Relationship Management/CRM software
    3. Network selection, cable installation
    4. Design and implementation of digital and paper management systems including equipment selection and operation procedures
    5. Data entry
  2. Office Equipment
    1. Purchasing, Maintenance, Inventory Management, Risk Management
  3. Insurance
    1. Quote analysis and selection
    2. Life, accident and health insurance, individual, group insurance and self-funded plans
      1. Group health sales, employee enrollment, ongoing support
    3. Skilled at preparation and review of insurance proposals
  4. Sales and Marketing
    1. Responsible for client acquisition
    2. Design, proofing, publication of all my corporate marketing materials
  5. Accounting with a commitment to integrity and pristine records
    1. Accounts Receivables and Payables
    2. Payroll including withholding, reporting and payroll payables management including tax deposits and reporting
    3. Government and corporate reporting
    4. Banking transactions and reconciliations
      1. Highly skilled at account reconciliation
      2. During a 12-year phase of my business, I reconciled over 50 bank accounts monthly
    5. Joint interest billing and division of interest orders
  6. HR and employee benefits
    1. Hiring, orientation and benefits enrollment
    2. Benefits management and ongoing analysis
    3. Sales and design of employee and highly compensated benefit programs
    4. Employee Investment programs and investment selection
    5. Processed health insurance claims on behalf of the employee, reconciled insurance payments for accuracy, ensured correct payment and advocated for the employee
  7. Compliance
    1. Navigating government and industry compliance and regulatory issues
    2. Recordkeeping
    3. Systems setup, structure, ongoing management
  8. Customer Relations and Satisfaction
    1. Creating and maintaining a great experience
    2. Complaint management and resolution
    3. Experience through the entire sales process
  9. Event Planning and production management of small and large events
  10. Systems and Procedures Development and Upkeep
    1. Creating checklists and other systems so the wheel doesn’t need to be created over and over
  11. Project Management
    1. Setting goals
    2. Maintaining vision and laser focus
  12. Team, Management and Leadership
    1. Creating teams to accomplish large tasks and projects
    2. Creating effective teams with business professionals, such as a client’s attorney, tax professional, insurance agents, investments advisors etc. to produce much better results
    3. Maintaining communication between team members
  13. Licenses and Certifications
    1. Enrolled Agent since 1988 – Federal license to practice before the IRS in all states and U.S. territories and appear in place of the taxpayer
      1. Requires Continuing Education averaging 24 hours annually
      2. Tax specialist
    2. Certified Financial Planner 1988-2013
    3. Accredited Tax Advisor 1988-2013
    4. Licensed Insurance Broker for Life, Accident, Health, Disability, HMOs 1981-2013
    5. Investment Series 7 (Stocks and bonds, mutual funds, etc.) 1988-2010
    6. Investment Advisor Representative 2010-2014