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Lisa Fleury-Potach
I currently relocated back to Minnesota from Philadelphia. I am seeking a Bookkeeper/Controllership position.
Professional Background
Lisa Fleury-Potach is a seasoned accounting professional with over 25 years of progressive experience in the field. With a robust background that spans numerous aspects of accounting and finance, Lisa is known for her efficiency, attention to detail, and exceptional organizational skills. Her proficiency in various accounting software, including QuickBooks and Microsoft Great Plains, has enabled her to excel in diverse roles across multiple sectors. This extensive experience has allowed Lisa to provide critical support in high-stakes environments, notably spearheading initiatives that have culminated in the successful completion of multi-million dollar acquisitions.
Throughout her career, Lisa has developed a reputation as a problem solver with superior analytical skills, which have facilitated her contributions to her organizations in a significant manner. She has a comprehensive understanding of multistate sales tax compliance, ensuring that her employers meet all legal and financial obligations while optimizing their tax strategies. Her commitment to excellence is evidenced by the high praise she has received from corporate internal auditors, who have ranked her in the top 5% among clients for maintaining some of the cleanest financial records and exhibiting superb organizational standards.
Lisa's role has often extended beyond traditional accounting duties, as she has played an instrumental part in designing and implementing human resource best practices. One of her notable contributions includes the development of an employment handbook and establishing criteria for effective annual employee performance reviews. This initiative has not only streamlined HR processes but has also contributed to a culture of transparency and accountability within her organization.
Her strategic vision for financial planning is demonstrated through her creation and implementation of annual budget processes using QuickBooks. This has enabled her teams to navigate the complexities of financial management with confidence and precision. Moreover, Lisa took on the critical task of overseeing the successful conversion of accounting systems from Great Plains to QuickBooks software, showcasing her capability in managing large-scale projects with efficiency and foresight.
Being described in a recent performance review as “setting the standard throughout the company” underlines her influence and leadership in the accounting domain. Lisa's dedication to professionalism and excellence continues to inspire her colleagues and drive positive change in her workplace.
Education and Achievements
Lisa Fleury-Potach's educational background provides a solid foundation for her extensive professional journey in the accounting realm. Although specific details of her formal education are not listed, her 25+ years of experience speak volumes about her expertise and commitment to continuous learning. It is evident that Lisa has invested time and effort in staying updated with industry standards and advancing her skills in accounting practices, making her an invaluable asset to any organization.
Lisa has been recognized for her accomplishments through various accolades and positive reviews. Notably, her performance review highlighted her as an exemplary professional who sets a high standard for others in her field. Her ability to maintain clean and organized financial records has led to commendations from internal auditors, further validating her expertise in accounting practices. Lisa’s contributions to streamlining processes and establishing best practices have not only enhanced her own career trajectory but have also been pivotal in supporting organizational growth and efficiency.
Achievements
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Multi-Million Dollar Acquisitions Support: Lisa played a leading support role in the successful completion of several high-value acquisitions, showcasing her capability to handle significant financial transactions with utmost professionalism.
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Sales Tax Compliance Expertise: With a deep understanding of multistate sales tax compliance, Lisa has ensured that her organizations remain compliant with all relevant regulations, minimizing risks connected to tax obligations.
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Human Resources Best Practices: By designing and implementing best practices in human resources, including the development of employment handbooks and performance review criteria, Lisa has significantly improved HR processes within her organization.
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Budget Process Implementation: Lisa created and implemented efficient annual budget processes using QuickBooks, enabling her teams to effectively manage financial resources and long-term planning.
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Accounting Software Conversion: Lisa successfully oversaw the conversion from Great Plains to QuickBooks, demonstrating her project management skills and adaptability to new software environments.
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Recognized Excellence: Her commitment to maintaining exemplary financial records has placed her in the top 5% of clients recognized by corporate internal auditors.
Through her wealth of experience, dedication to her craft, and continuous pursuit of excellence, Lisa Fleury-Potach has cemented her status as a leader in accounting, inspiring others with her commitment to efficiency, integrity, and professionalism.
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
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Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
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Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
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Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
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