About The Principal

After very successful corporate careers at MetLife and Hanover Insurance as a Senior Information Systems and Human Resources Executive, Sam Bowden has focused his talents and energies on the world of small-to-medium businesses. He has honed his skills in this area through direct business ownership & management, investing in these businesses, and serving as technical advisor and business coach.
Among the specific skills and experience Sam brings to each client are the following:
- 20+ years of practical experience & education:
- Providing technology solutions to meet business management information needs
- Financial and management reporting
- Advising business clients and helping them select the best approaches to using technology to optimize their businesses
- Managing projects to come in on-time and within budget
- Microsoft Excel, Word, Powerpoint & Access
- Personal computer operating systems and applications along the evolutionary lines from MS-DOS through Windows Vista
- 15+ years hands-on experience & training:
- Quicken, Quickbooks, Turbotax, Lacerte, and payroll solutions offered by Intuit
- Quickbooks Certified ProAdvisor 2008 & 2009 and Quickbooks Enterprise Solutions v9 Certified ProAdvisor
- Applying bookkeeping, payroll and tax reporting skills & knowledge
- Using internet connectivity, tools and applications to boost personal and business productivity
- 10+ years direct experience and training as a small business advisor, investor and owner-manager:
| o Inventory control |
| o Point-of-Sale system management |
- Accounts Payable & Receivable
| o Payroll & payroll tax reporting |
- Quickbooks set-up and bookkeeping
| o Account and bank reconciliations |
| o Employee hiring, development & scheduling |
- Financial management & reporting
| o Small office computer networking |
Sam is a summa cum laude graduate of Wofford College and a member of Phi Beta Kappa. He is a Fellow of the Life Management Institute and a member of the American Institute of Professional Bookkeepers and the National Bookkeepers Association.