Penny Breslin

Helping accountants be as valuable as they really are

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Penny Breslin is the owner and founder of MoneyPenny, LLC consultants.  She works with accountants and bookkeepers who want to become a virtual CFO by developing their step-by-step process to:  Authors of “CFO Services for the Accounting Firm: How to Start” Move the firm into 21st century accounting practices Assist the firm in developing value-added services for their clients Optimize the firm’s workflow and processes Establish the virtual environment “Boots on the Ground Knowledge” transitioning data entry offshore.

Director Training Client Transition at Indevia

2008 - 2010

Trained the staff in India on accounting software and client procedures and developed transition plan/procedures to enable client access. Presented the company's services, capabilities and advantages to the CPA industry and supported customers' migration/set-up of financial software. Established back-office processes to increase security and efficiency of sensitive data and setup workflows to facilitate communication and data transfers. Aided in hiring new personnel for the IT and Operations Groups. Commuted between the US and India.

Director of OutSource Training at Xpitax

September 2005 - September 2008

Develop Training for internal employees located in Chennai, India. Create training manuals and videos for Clients and users of XCM software

Director of Outsourcing at XCM Solutions

September 2005 - September 2008

Develop training though manuals and web videos for clients. Create user conference and live training presentations.

Manager at Global Staffing Connection

June 2002 - June 2005

Train Bangalore employees on software and procedures. Present live training to US based clients

Manager at Bridge21

1997 - 2003

Develop training manual to be marketed to CPA industry on how to use software , train clients on use of software and develop sell through of CPA services to end user clients. Manage software/web development team to create an online marketing and class management program for client CPAs.

Consultant at MoneyPenny, LLC

October 2008

Web based workflow for your professional organization. Outsourcing onshore/offshore for professionals. Implementation of backoffice procedures, creation of process manuals for employee training and continuity of process. QuickBooks and transition management. New Start-ups

University of Phoenix

2009 – 2010

MBA

Metro State College Denver

1991 – 1993

BA

Concentration: History_Geography

Montana State University-Bozeman

1976 – 1980

Bachelor of Arts (BA)

Concentration: History

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