The document provides an overview of the services offered by The Business Organizing Center (TBOC) which include financial management, operational management, human resources management, quality systems management, business operations/project management, and accounting/financial services. TBOC has experience providing these services for various companies and organizations in industries such as manufacturing, hospitality, healthcare, and non-profits. Examples of projects completed include business plan development, department reorganization, accounting system automation, and operational improvement.

1. The Business Organizing Center
Since 1995

3. Executive Management/ Sales Background Services
 Financial Management – Plan and prepare budgets,
profit & loss statements; manage general ledger,
accounts payable, accounts receivable, daily deposits,
and monthly executive financial reports; manage
operating costs; enforce company cash control policies
and procedures
 Operational Management – Develop and implement
SOP; implement efficiency improvements to achieve
financial goals; utilize planning and staffing methods
to assure optimum productivity; plan and facilitate
Senior Management meetings as needed;
 Human Resource/Leadership Management – Plan and
conduct team meetings to inform, educate and
recognize employees; recruit, interview, select,
train/develop, team building/motivation, evaluate,
discipline, and terminate employees; document
disciplinary issues
 Quality Systems Management - Organizing, scheduling
and planning of systems audits for QMS; Develop and
maintain Document Data Control and Record Retention
for Quality department; Develop and maintain training
procedures; coordinated Document Data Control and
Record Retention for all Departments; Identify and/or
assist in determining quality issues, and course of
action for resolution;
Business Operations / Project Management Services
 Integration and Cost Management – Develop
project plan and budgets; establish timelines for
execution and project change control;
 Scope Management – Develop and implement
project initiation; develop scope change control
plan; utilize planning and scope management
methods to assure optimum productivity; plan
daily Time management meetings for schedule
development and schedule control.
 Human Resource Management – Utilize
Organizational planning for adequate staff
acquisition and team development , educate train
and develop team members, develop team
building/motivation strategies and activities,
supervise and evaluate through daily performance
audit, discipline, and terminate employees;
monitor and document disciplinary issues.
 Quality and Risk Management – Develop Process
and Workflow Instructions that communicate
quality and risk response controls; Ensure all
team members meet PPE, tools and OSHA safety
requirements; Record any safety issues, accidents
or injuries by incident interviews, photos and
reports; ensure and maintain compliance with
applicable ISO/ OSHA procedures;

5. Current Projects in Palm Beach County Current Projects in Palm Beach County
Business Plan Development/
Sales & Marketing Strategy Development –
2015 LAKE BUILDING 1927 & FANTASY ISLAND RESTAURANT West
Palm Beach, FL
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FN LLC is a private, for profit partnership with a
mission to revitalize the 1925 mixed use
commercial/residential property located on 311 N.
Sapodilla Avenue, in the Progressive Northwest
District of Downtown West Palm Beach.
Lake Building 1927 will house Fantasy Island
restaurant and provide Bed & Breakfast style
accommodations through online reservations.
TBOC will function as Business Developer,
Marketing Strategist and business plan writer for
both Lake Building 1927 and Fantasy Island
Restaurant & Catering. TBOC will assist with
property management services and restaurant
buildout project management
Accomplishments: Online reservations system
development as well as booking segment setup.
Strategic Marketing and Business Plan Development
are in progress.
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Economic Development Project-
2016 - TBD
West Palm Beach, FL
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Project Research & Development in progress
Accomplishments:, Potential Site Plan
Concept for Sustainable Community

6. Companies in Palm Beach County Companies in Palm Beach County
Business Operations Training –
2013 CEO VENTURES. West Palm Beach, FL
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The Center of Enterprise Opportunity (CEO) is a
private, non-profit corporation. CEO’s mission is to
serve as a sustainable business development and
finance institution for low and moderate income
entrepreneurs, small and emerging business and
community development projects by working to fill
the overall need for capital through finance,
advisory and advocacy services.
www.ceoventures.org
TBOC will function as Workshop trainer for the
“Basic Business Start Up Workshop; and Classroom
Trainer for the CORE FOUR business planning
curriculum
Accomplishments: Coming Soon
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Economic Development Project-
2013 URBAN GROWERS COMMUNITY FARM, West Palm Beach,
FL
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Urban Growers Community Economic Development
Corporation (UGCEDC) will utilize a market based
community economic development model using
local and regional markets to positively affect the
economic, environmental, and social dimensions of
the Greater North West Corridor in West Palm Beach.
The three areas of activities will be: small business
development, workforce development and
community economic development. The primary
mission is to develop and improve low-income
communities and neighborhoods through economic
and related development. Activities of the UGCEDC
may include projects that promote business
development, access to capital for local
entrepreneurs, real estate development, small
business development, commercial revitalization,
housing development and other issues that foster
the economic growth and development of the
targeted communities.
urbangrowerscommunityfarm@gmail.com
TBOC will function as a Member of the Board of
Directors.
Accomplishments:, Consultation for 501 3C
Incorporation. Active volunteer in the
community planting, maintenance and
harvesting.
http://wpb.org/sustainability/urban-
garden-takes-root-in-west-palm-beach/

7. Companies in Middle Tennessee
Companies in West Tennessee
New Business Development Project –
MANUFACTURERS INDUSTRIAL GROUP, LLC.2007-2008
Jackson, TN
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Worked directly with CEO and CFO in development
of operations for a new startup company Provided
sales and marketing activities which
included research, presentations, meetings
Coordinated construction related projects from the
quotation phase to the implementation of the
project
Functioned as primary interface between
construction site, fabrication manufacturing plant
and Structural Engineer to resolve any issues during
construction.
Assisted plant in determining quality issues, and
course of action to resolve those issues
Wrote and tracked process deviations and provided
data to recover costs.
Assisted in sales and marketing activities in the area
of research for quality leads and vendor applications
for potential project contracts.
Assisted with monthly financial Profit and Loss
Reporting.
 Accomplishments: Program participation: Diversity
Business Marketplace 2007 - Nashville, Vanderbilt
University Procurement Services Subcontractors Fair
- Nashville; Center for Emerging Entrepreneurial
Development – Memphis, Successful solicitation for
bid contracts in West, Middle and East TN; Weekly
travel throughout TN State) Met all milestones for
advancement as directed by the CEO and CFO
Project Management
2004 – 2005 MANPOWER Murfreesboro, TN
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Material Planning & Logistic Analyst
Contracted for shipping and receiving data processing for
G & C Industries/Visteon, LaVergne, TN
Processed all shipping for Nissan production support and
standard inventory from the warehouse
Worked with Visteon Site Development Team on Warehouse
Material flow project (FIFO)
Functioned as MP & L Material Analyst assistant for the
processing returns, receiving issues, and inventory scraps
utilizing SAP database
Processed charge backs from Nissan for Finance
Department of Visteon
Accomplishments: Completed new warehouse layout
project with Visteon Project Mgr/MI for full implementation
of product FIFO; Worked with SAP database consultants to
develop business process procedures for processing
returns , scraps and receiving issues; Revised existing
chargeback procedure and developed and incorporated
online tracking and communication system.
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Technical Administration
Contracted to analyze and develop mailing list database for
Tennessee Center for Labor Management Relations (MTSU)
Murfreesboro, TN
Trained staff in computer technology advances and time
management software. Consolidated mailing listed for USPS
comparison analysis
Utilized MS Access database capabilities and FileMaker Pro
to design and manipulate data to customize a working
database for the Center’s mass mail marketing excel
spreadsheets
Prepared profit & loss statement for the Center Financials
July 2003 – April 2004
Assisted Coordinator in Annual conference planning and
facilitation
Accomplishments: Completed Center’s first mass mailing
project using mailing list database functions with 4%
returnedmail

8. Companies in Middle Tennessee
New Business Development –
 2012 Integrity Investments, Clarksville, TN
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Accomplishments: New Business Acquisition Consulting;
Prospectus review and Market Analysis; Marketing Strategy
Development, Management Training; Standard Operations
Procedure (SOP) implementation; 80% ROI in 8 months.
Quality Project -
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2010 YATES INC. Smyrna, TN
Nissan Smyrna Automotive Plant
Accomplishments: Setup new Document and record
retention system for Rework Quality Department
Companies in Middle Tennessee
Department Development Project
2010- 2012 HOLIDAY INN EXPRESS & SUITES,
 Mount Juliet, TN
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Communicated with Owner and GM regarding initial
project scope and requirements of new Brand Relaunch
Plan
Provided Time Management schedule and Control Plan
Submit ted Plan for cost management and Quality
Control
Provide d Team Development and Integration Plan
Implemented new procedures and staff departmental
training to encompass Brand Relaunch requirements
 Accomplishments: Revamped operational Procedure
and Front Desk Operational processes. Incorporated
Operations orientation training presentation that
consolidated the Corporate and Owner vision with the
franchise brand standard; Created new cross training job
descriptions (Front Desk Event Coordinator, Rooms
Control Specialist, Reservations Specialist) as incentive
program for experienced Guest Service Representatives
(GSR’s); Improved quality scores by 35% in first six
months through employee morale focus plan; Increased
revenue 30% during 4th quarter 2010 after
implementation of new Front Desk operation process
change; Increased revenue by 35% after 1st quarter 2011
through the implementation of a quality process
changes; increased quality rating scorecard 10 full
points during 4th qtr 2010 through implementation of
Front Desk GSR focus plan; improved Guest review
scores by 25% through the implementation of
department support strategies for Housekeeping and
Maintenance; Provided operational development to
maintenance engineer and housekeeping supervisor.
Increased Front Desk sales by $40k by implementing up
sell incentive programs for Front Desk GSR’s which
enable the hotel to earn its first award for “Most
Improved Revenue Gross Income” (RGI). Ranked #1 in the
Middle TN area during the Month of August for OVERALL
SATISFACTION. (OSAT). Maintained #2 Ranking and Top
100 in 2011-2012 for OSAT & Top 10 list for Loyalty
Program

9. Companies in Indiana Companies in Indiana
Indianapolis Solid Waste Billing Project
 2002-2005 MCKINLEY JONES & ASSOC,
CERTIFIED PUBLIC ACCOUNTS Indianapolis, IN
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Worked directly with the City of Indianapolis Solid
Waste Division to develop and provide:
Daily account billing and customer service
assistance to Marion County Residents
(commercial & residential)
Supervised administrative support staff in
property validation research and field site
verification of residential property
Assisted with development and management of
the Solid Waste dbase for property owner account
billing of invoices, disputes, adjustments,
collections and regulatory services according to
city ordinance regulations
Managed and submitted monthly A/R & A/P
reports to the City of Indianapolis Department of
Public Works for Contractor Compensation of
selected Waste Haulers
Analyzed, refined and improved existing
operations systems for Indianapolis Solid Waste
Billing Database Management City project
Reviewed, developed, revised and recorded
existing operational procedures in manual format
 Accomplishments: Dbase Customization in MS
Access, staff training in operations and customer
service, upgraded to executive format for
monthly reporting in MS Excel, developed
operation procedures using MS Outlook that
reduced project expense by 70% and reduced
accounts receivable by 35%. Managed operational
development during the contract; transitioned
operations to offsite remote access capabilities;
and redesign Excel and Access reports for
electronic reporting;
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Financial Analysis - Account Management -
Lavenia Funeral Home
1997-1998 MCKINLEY JONES & ASSOC,
CERTIFIED PUBLIC ACCOUNTS Indianapolis, IN
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Provided computer automation using
QuickBooks Pro of all accounting operationsfor
monthly invoicing, accounts payable and
receivable, expense reports, and records for
tax filing,
Managed existing general ledger, accounts
payable, accounts receivable, daily deposits,
and monthly executive financial reports for
Trustee and attorneys under Chapter 11
Reorganization proceedings.
Setup Automated payroll and tax returnsfor
Federal and State through ADP
Property Development Project (New Acquisition)
2012-2013 COTTAGE AVENUE TOWNHOMES, IN
Online Property Management (16 units)
Vandalism Recovery
Long-term Construction Renovation Planning
Budget Planning
Market Strategy
Accomplishments: Initiated Vandalism Recovery Plan
by providing budgets and work order schedules as
specified by insurance Agency for contractor
management by year end 2012.

10. Companies in Indiana Companies in Indiana
New Business Operations Development Project –
2012 SOLARONIC DESIGNS. Indianapolis, IN
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Worked directly with CEO in development of
operations for a new startup company
Provided sales and marketing activities which
included research, online media presence, and
product website design and development.
Wrote and tracked process deviations and provided
data to recover costs.
Prepared monthly financial Profit and Loss
Reporting.
 Accomplishments: Dbase Customization,
Finance Department Development Project-
2000-2001 CROSSROADS BIBLE COLLEGE
Indianapolis, IN
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Analyzed, refined and improved existing Finance
operations systems for entire college operations
Reviewed existing procedures, revised, and
developed new procedures in manual format.
Redefined and managed existing general ledger,
accounts payable, accounts receivable, daily
deposits through software changes, upgrades and
software customizations using QuickBooks Pro;
Managed and submitted monthly executive financial
reports for College Board of Trustees and banking
institutions; refined payroll processing and human
resource procedures through software changes and
online access; prepared payroll and tax returns for
Federal and State.
Supervised and provided operational development
of department staff for Student Accounts,
Accounting, Human Resources and Building
Operations.
 Accomplishments: Dbase Customization from
Peachtree Accounting to QuickBooks Pro, Completed
department consolidation and segmentation in
accounting Dbase of Accounting, Building
Operations, Development and Student Accounts,
staff training in operations and computer
technology advances, managed operational
development during transition.

11. 1997-1998 TBOC FINANCIAL PLANNING SERVICES
Indianapolis,IN
1997-1998 TBOC FINANCIAL PLANNINGSERVICES
Indianapolis, IN
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Accounting Automation Services & Training
Gresk & Singleton, Attorneys at Law
Analyzed, refined and improved existing
operations systems for accounts payable and
receivable
Reviewed existing procedures, revised, and
developed operations for management of A/R and
A/P.
Managed existing general ledger, accounts
payable, accounts receivable, daily deposits, and
monthly financial reports, payroll and tax returns
for Federal and State.
Supervised administrative support staff and
trained new hire for bookkeeping maintenance
Accomplishments: Dbase Automation and
customization using QuickBooks Pro, staff
training of attorneys in operations and computer
technology advances, managed operational
development of A/R & A/P during transition.
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Accounting Automation Services
Summers Funeral Home
Indianapolis, IN
Provided computer automation of all accounting
operations for monthly invoicing, accounts
payable and receivable, expense reports, and
records for tax filing,
Managed existing general ledger, accounts
payable, accounts receivable,
Prepared payroll and tax returns for Federal and
State
Accomplishments: Dbase Customization using
QuickBooks Pro, staff training in operations,
managed operational development during
transition
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Financial Reporting and AuditingServices
Boatright Funeral Home,
Indianapolis, IN
Provided computer automation of all accounting
operations for monthly invoicing, accounts payable
and receivable, expense reports, and records for tax
filing,
Developed and managed general ledger, accounts
payable, accounts receivable, daily deposits, payroll
and tax returns for Federal and State, and monthly
financial reports for Trustee and attorneys under
Chapter 11 Reorganization proceedings.
Prepared payroll and tax returns for Federal and
State.
Supervised administrative support staff
Accomplishments: Successfully organized financial
Dbase Automation and customization using
QuickBooks Pro, staff training in operations and
computer technology advances, managed
operational development of accounting during
transition
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Operations Management Services
Savary Cleaning
Indianapolis, IN
Provided small business management services for
monthly invoicing, general ledger, accountspayable
and receivable, expense reports, payroll, tax
filing, marketing and advertising, price negotiations
and contract preparations; Customer base of 7-
10 buildings covering 45K sqft for 5 day a week
service.

13. Property Management Services
 Property Management
 Commercial, Business & Apartment Leasing,
Residential Leasing
Property Care
Tenant Care
Owner Care
Online Property Advertisement
Detailed Rental and VacancyReports
Property Owner Accounting and Reporting
Property & Tenant Accounting
Online Rental Applications
Customizable Income/Expense Reports
Automatic Recurring Transactions
Tenant Screening & Criminal History
Automated ACH Payments fromTenants
Automatic Reminders
Tenant Online Account Maintenance
Online File Storage
Maintenance Work Orders
Renovation Scheduling
Tenant Notifications
Schedule-E Tax Reports
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Hotel/ Motel, Boutique, & Resort Management
Revenue Management – Forecast and Budgeting
reports, LNR Statistics, Regrets/Denial Reports;
Weekly Revenue Management; Marketing and
Competitive Analysis
Operational Management – Brand standard
Management; Manage efficiency improvements for
Sales/Marketing Goals; Daily, Weekly, Monthly
forecasting; Maintain and monitor updates of
Loyalty Rewards program, Manage Group and Event
Guest Services; Oversee daily operations and ensure
all onsite departments adhere to operational and
safety procedures
Human Resource/Leadership Management –
Determine staffing requirements through weekly
scheduling; Plan and conduct team meetings to
inform, educate and recognize employees; recruit,
interview, select, train/develop, team
building/motivation, evaluate, discipline, and
terminate employees; document disciplinary issues
Guest Service Department -Monitor and maintain
control of Guest Satisfaction processes and Guest
Service Recovery; Respond to guest concerns and
inquires and submit disputes when necessary; Plan
safety meetings to inform, educate staff on OSHA
Safety in the work place; document incident reports
for Worker’s Comp
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Economic Development and City Planning
Project Team Management (New Construction/
Renovation) -Planning Committee
Organizing/Negotiating– International Liaison -
Hotel and Construction

14. Property Management Services
2012-2014 COTTAGE AVENUE TOWNHOMES, IN
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Online Property Management (16 units)
Construction Renovation Management
Work Order Management
Budget Planning
MarketStrategy
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2013-2015 RAMADA WORLDWIDE, FL
Brand Conversion and Property
Management System Training and
Management
Hotel Operations (162Rooms)
Sales & Marketing
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2010- 2012 HOLIDAY INN EXPRESS & SUITES, TN
Property Management (81 Rooms)
Staffing
Guest Relations
Sales Coordinator
Operations
Rooms Control andInspection
Housekeeping
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2009 COMFORT INN & SUITES, FL
Front Office Manager
Sales Coordinator
Agent Guest Services
Night Auditor
Executive Housekeeper/Inspector
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2004 BEST WESTERN, TN
Front Desk Reception
Industry Brands
2015 ZARA CAFÉ & JAZZ LOUNGE
Event Space Management 1500 sqft
Event Coordination Training
Event Account Management & Training
Budget Planning
MarketStrategy
2015 ATZMON LLC/ DELIVERY INVESTMENTS LLC
Online Property Management (19 Single Family
Resident Homes)
Construction Renovation Management
Work Order Management
Budget Planning
MarketStrategy
Operations Accounting Mgmt
International Transaction and
Investor Profile Management
2015 AIRBNB, FL
Lake Building 1927 Reservations Management
Budget Planning
MarketStrategy

15. OUR NEW SERVICES ARE READY FOR YOU!
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SMALL PROJECTS SERVICESAVAILABLE
Computer Automation of Operations:
General Clerical Support:
Office Structure Organization:
Small Business Development Services:
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PLEASE SEND YOUR PROJECT REQUEST TO:
CONTACT US:
www.thebusinessorganizingcenter.com
THE BUSINESS ORGANIZING CENTER (TBOC)–
teria mat`am, MBA, BS, CPM
P.O. Box 20575 West Palm Beach, FL 33416
(850) 226-2069
info@thebusinessorganizingcenter.com
sales@thebusinessorganizingcenter.com
teria@thebusinessorganizingcenter.com

16. Thank you for your time.
We hope to hear from you soon.
Exit “TBOC”