✅ Fractional Controller • QuickBooks Expert • CPG | Manufacturing | Nonprofit | Service-Based Businesses
📍 Based in Santa Rosa, CA | Remote or Hybrid | Open to Projects & Retainers
Let’s get your books in order—so you can get back to growing your business (and enjoying life). Whether your books are behind, messy, or you're simply overwhelmed by the numbers, I’m here to simplify your back office and give you confidence in your financials.
👋 I’m finance and accounting professional with 16+ years of experience, including 6 years in Controller roles across CPG, manufacturing, nonprofit, and service-based industries. I’m also a QuickBooks Advanced Certified ProAdvisor, with deep expertise in system migrations, full-cycle accounting, and financial reporting.
I specialize in helping growth-stage businesses and busy founders:
*Transition from QuickBooks Desktop to Online
*Clean up and streamline accounting systems
*Implement controls, manage cash flow, and build financial clarity
*Integrate eCommerce and POS tools (Amazon, Shopify, Square, etc.)
*Optimize inventory, COGS, and project-based reporting
*Reconcile accounts and close books accurately every month
🧩 My services are tailored, hands-on, and strategic—from basic monthly bookkeeping to controller-level advisory. Whether you're launching a new venture or scaling operations, I bring calm to the chaos and structure to your finances.
Services Offered
• QuickBooks Online setup, clean-up, catch-up
• Full-cycle bookkeeping & monthly close
• Controller-level financial oversight
• Budgeting, forecasting, and cash flow management
• Audit prep, 1099 filings, sales tax tracking
• Inventory accounting, fixed asset tracking, and grant reporting
• ERP transitions (Cin7, NetSuite, Sage Intacct)
Why work with me?
✅ Detail-oriented, deadline-driven, and systems-savvy
✅ Experienced across multiple industries and business models
✅ Committed to integrity, accuracy, and long-term relationships
Company Details
Founded
-
Address
Bay Area, California, Us
Industry
Accounting
NAICS
Accounting, Tax Preparation, Bookkeeping, and Payroll Services
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