VisionQuest Staff
Also see our Testimonial Page. Additional references are available upon request.
Some of our previous and current clients: click here
Lorien S. Lietz, Officer/Owner
Experience
Accounting/Bookkeeping - 24 years experience
Marketing - 20 years experience
Business Management - 21 years experience
Collections - 15 years experience
Human Resources - 12 years experience
Medical Billing - Insurance/Patient - 5 years experience
Real Estate Assistant - Marketing, Research, Etc. - 3 years experience
Accomplishments
2009 QuickBooks Certification Course and Exam (16 CPE credits) Certificate of Completion
2008 QuickBooks Certification Course and Exam (16 CPE credits) Certificate of Completion
2007 QuickBooks Certification Course and Exam (16 CPE credits) Certificate of Completion
“Best Website [created/designed] of Downtown Helena”- 2006
1) from 12 employees, working out of a residence,
A) to a corporate infrastructure with 100+ employees and 4 locations/cities.
2) Went from a fleet of 4 vans and 2 plow trucks (6 total)
A) to a fleet of 36 vans, 16 plow trucks, 2 other vehicles, and 2 sanders (56 total)
- ALL PAID FOR.
3) Voted “Best in Helena, MT” 9 years in a row.
I was responsible for all the accounting (of all locations), all of the marketing (all locations), and HR - Human Resources (all locations). Which also included traveling to the various offices/cities to ensure compliance and implementation of company policies and procedures (which I orchestrated the creation thereof).
Business
Clients have been served locally in Helena, Boulder, Butte, MT City, Clancy, Whitehall, Townsend, and Valier, Montana. We also provide services in many various states (Washington, North Dakota, New York, New Jersey, etc.).
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Staff
Lorien Lietz, Officer/Owner -
VisionQuest Business Mgmt. LLC
“My Wish For You”...Success and Balance
Jessica Brisbee, Office Support
Experience
Jessica has been with VisionQuest since 2008 providing support to the staff, assisting with filing system setup, scheduling, and various other office duties.
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Mia Erickson, Assistant
Experience
Accounting/Bookkeeping- 25 years experience
Varied sizes and types of companies.
Full-Charge Bookkeeping - A/R, A/P, Payroll (manual and computerized), and Collections.
Accounting- G/L Account Reconciliation; Budgets; Cash Flow Statements; State and Federal Tax Returns (in MN, WA, and MT); and Financial Statements.
Developed and maintained Budget Reports.
QuickBooks Setup and payroll service setup.
Construction billing and report filing: Lien Notices, Federal Payroll Project Reports, and Project Costing.
Benefits Administration: 401K Reports, 401K Employee Loans and Health Insurance.
Employee Handbook, Forms and Procedures for employee reviews and operations.
Accomplishments
Was previously self-employed in Bookkeeping/Accounting.
Developed and maintained Budget Reports to obtain additional funding for computer lab.
Owned a costume jewelry store and managed a motel.
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Copyright 2006- 2010 VisionQuest Business Mgmt. - All Rights Reserved
VQ VisionQuest Your Vision is our Quest is a registered Trademark and property of VisionQuest Business Mgmt LLC - All Rights Reserved
Site Designed and Maintained by VisionQuest Business Mgmt.
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Phone: (406) 442-5234 |
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See our Services Page
Marketing
Advertising Campaign
Promotional Items
Business Management
Tools
Custom Form Creation
HR- Human Resources
Business Planning
1900 N. Last Chance Gulch, Suite 11
PO Box 6535
Helena, MT 59604