Jeanette Carbaugh

Accounting Systems & QuickBooks Implementation Specialist

I help businesses clean up accounting data, improve reporting clarity, and build financial workflows that support real-world operations and growth — especially when integrations, migrations, or messy QuickBooks environments create challenges.

About Me

I’m Jeanette Carbaugh, an accounting systems specialist focused on helping businesses improve how their financial systems work — not just keeping books accurate, but making accounting data meaningful, reliable, and easier to use for decision-making.

Throughout my career, I’ve worked across construction, retail, e-commerce, and manufacturing environments, building and optimizing accounting workflows, troubleshooting QuickBooks environments, and developing automation solutions that improve reporting clarity and reduce manual processing.

I specialize in QuickBooks Enterprise Desktop and QuickBooks Online migrations, file cleanup and rebuild projects, POS and payment platform integrations, and Power Query automation workflows that preserve detailed transaction history and improve reconciliation accuracy.

I’m naturally drawn to solving complex system challenges, learning new software quickly, and helping teams gain confidence in the financial tools they rely on. I enjoy collaborating with business owners and internal teams to translate accounting complexity into practical, sustainable solutions.

Work Experience

While I spent many years in a family-owned business environment, that experience gave me deep exposure to multi-department operations, financial systems implementation, and workflow automation across finance, marketing, technology, and leadership functions.

Throughout my career, I have worn many hats, taking on diverse responsibilities across business operations, finance, HR, marketing, technology, and leadership. I thrive on solving problems, streamlining workflows, and implementing new technologies to drive efficiency and growth.

As a mostly self-taught professional, I take pride in my ability to continuously learn and adapt. Whether it’s mastering new software, optimizing processes, or tackling complex business challenges, I embrace change and innovation. To further strengthen my expertise and position myself as a top candidate, I am currently pursuing certifications in key areas that align with my skills and career goals.

I am eager to bring my experience, problem-solving mindset, and dedication to continuous improvement to a new opportunity where I can make a meaningful impact.

The image features a modern desk setup with a vertically oriented large monitor displaying a web design portfolio or gallery. The screen shows multiple web design thumbnails. There is a keyboard and mouse on the white desk surface, and a laptop is situated to the right, slightly open and displaying different content. A round white lamp is positioned in the background, adding a minimalist touch to the overall workspace.
The image features a modern desk setup with a vertically oriented large monitor displaying a web design portfolio or gallery. The screen shows multiple web design thumbnails. There is a keyboard and mouse on the white desk surface, and a laptop is situated to the right, slightly open and displaying different content. A round white lamp is positioned in the background, adding a minimalist touch to the overall workspace.
a man riding a skateboard down the side of a ramp
a man riding a skateboard down the side of a ramp
black blue and yellow textile
black blue and yellow textile
📊 Finance & Accounting

I have managed financial processes, including accounting, payroll, invoicing, and budgeting, ensuring accuracy and financial health.

  • Full-cycle bookkeeping and financial management (QuickBooks Desktop & Online, QuickBooks Enterprise)

  • Accounts Payable & Receivable Management, invoicing, and collections (QuickBooks, Bill.com)

  • Budgeting & forecasting to drive financial decision-making (Excel)

  • Sales tax compliance & reporting using Avalara

  • Profit margin analysis and pricing strategy development (Excel)

  • Financial reporting & data analytics (Excel)

  • Cost reduction & vendor negotiations to improve cash flow

🖥️ Business Operations & Administration

I have managed day-to-day business operations, ensuring efficiency, compliance, and alignment with company objectives.

  • Process automation & workflow optimization to increase efficiency and reduce manual effort (Zapier, Power Automate)

  • Development & implementation of Standard Operating Procedures (SOPs) to streamline operations and ensure consistency (ChatGPT, Word, Loom)

  • HR management, including hiring, onboarding, training, and compliance to ensure smooth workforce integration

  • Project management & cross-functional coordination to ensure timely, budget-friendly task completion (Asana)

  • Retail & e-commerce operations management for seamless sales, inventory tracking, and payment processing (PayPal, Square, Webgility, SaasAnt, AccuPOS)

  • Customer service strategy & support team leadership to ensure exceptional customer experience and efficient issue resolution (Groove, Jobber)

  • Shipping & logistics management for retail and e-commerce operations, ensuring timely deliveries and efficient inventory management (ShipGear, Webgility, Teapplix, Stamps.com, UPS Worldship)

👥 Leadership & Team Management

I have led and managed teams across multiple functions, focusing on collaboration, training, and achieving company goals.

  • Team Leadership: Led teams in operations, customer service, productivity, manufacturing, and installations, driving success and achieving company goals

  • Training: Trained team members across various departments, ensuring they had the knowledge and skills to succeed in their roles

  • Hiring & Onboarding: Managed recruitment and streamlined onboarding processes to ensure smooth integration of new hires

  • Conflict Resolution: Addressed workplace issues with a focus on open communication and solutions that support team dynamics

  • Cross-functional Collaboration: Worked closely with other departments to align strategies, improve processes, and drive company success📣 Marketing & Digital Strategy

📣 Marketing & Digital Strategy

I was in charge of these activities as time allowed, focusing on key marketing initiatives that aligned with the company's overall goals.

  • Digital marketing strategy development, focusing on customer acquisition, engagement, and retention

  • Search engine optimization (SEO) to improve organic search rankings and drive traffic to websites

  • Content creation & management for websites, blogs, and social media platforms, ensuring consistent brand messaging

  • Email marketing campaigns for lead generation, customer nurturing, and promotional offers using tools like SendGrid/Twilio, Mailchimp, and others

  • Social media marketing & community engagement on Facebook and Instagram, supporting brand presence

  • Paid advertising management, including Facebook ads, Google Ads, and Microsoft Ads, and transitioning from print advertising to digital marketing for greater efficiency

  • Website development & maintenance, ensuring responsive, user-friendly sites with optimized e-commerce functionality

  • Graphic design & branding for digital and print assets using CorelDRAW

Skills

Standout Projects & Achievements

  • Employee Handbook: Authored and maintain the company’s employee handbook, ensuring clear communication of policies and procedures.

  • Payroll Efficiency: Transitioned from handwritten timecards to digital timekeeping, reducing payroll entry time by 20%.

  • Project Management: Implemented Asana to track job progress, improving efficiency and reducing mistakes and missed operations.

  • eCommerce Shipping System: Established and integrated a shipping department and software when we launched our eCommerce site, streamlining operations.

  • Showroom Reconstruction: Planned and oversaw the reconstruction of our showroom, offices, and shop following catastrophic damage last year.

  • Triathlon Coaching & Fundraising: Coached recreational athletes to complete Olympic and Half Iron distance triathlons, raising funds for the Leukemia & Lymphoma Society through Team in Training and the local cancer center through Team Endure.

  • Martial Arts Achievement: Earned my 2nd Brown Belt in Shaolin Kempo and am actively working toward Black Belt.