As a seasoned financial specialist, I oversee and ensure the accuracy of bookkeepers' work by meticulously checking reconciliations to eliminate discrepancies and ensure correct entries. I generate comprehensive inventory reports from various client platforms, record Cost of Goods Sold (COGS) and sales, and accurately reflect real-time inventory levels. Additionally, I adjust inventories according to Point of Sale (POS) systems, conduct thorough final reviews, and schedule strategic meetings with clients to discuss financial statements. My goal is to provide clarity, precision, and insightful financial guidance.

At GreenGrowth CPAs, the leading CPA firm specializing in the legalized medical and recreational cannabis industry, we provide unparalleled tax, compliance, and financial support to individuals and companies in the sector.As a dedicated professional, I assist our clients in achieving their financial goals by helping them set and execute effective business growth plans. I ensure that they understand and successfully navigate the complex landscape of financial and tax compliance regulations.My expertise includes recording financial transactions in QBO, reconciling banks and notes payables, and maintaining accurate and up-to-date records. I also excel in creating cash flow reports, budgets, forecasts, and projections to support informed decision-making within the company.Through meticulous analysis of Profit and Loss and Balance Sheet statements, I provide clients with accurate financial information crucial for their operations. I pride myself in maintaining precise and well-organized accounts receivable and payable, contributing to the overall financial health of the organization.Additionally, I diligently track all cash payments, ensuring proper documentation and prompt notification of any discrepancies that may arise.

Recording Financial Transactions: I was responsible for meticulously recording all financial transactions that take place within the company, including sales, purchases, payments, and receipts.Reconciling Bank Statements: I carefully compare the company's financial records to bank statements to ensure the accuracy of all recorded transactions and verify that the company's bank balance is correct.Managing Accounts Payable and Receivable: I efficiently oversee the management of the company's accounts payable and receivable, which involves tasks such as invoicing customers, processing payments, and handling bill payments.Generating Financial Reports: I leverage financial data to generate comprehensive reports that enable management to make informed decisions about the company's financial health. These reports may include profit and loss statements, balance sheets, and cash flow statements.Ensuring Compliance with Tax Regulations: I diligently ensure the company's adherence to all relevant tax laws and regulations. This includes calculating and submitting taxes, such as sales tax or payroll tax, to the appropriate government agencies.

I was entrusted with the responsibility of reviewing the complete financial structure of businesses for sale, preparing cash flow reports, and ensuring profitability through the use of key performance indicators (KPIs). Additionally, I uploaded the Cash Flow reports for each business to Business Brokers of Florida, facilitating transparent financial information for potential buyers. I demonstrated strong management skills by effectively controlling and analyzing the financial aspects of the organization.

In my role at this company, I was instrumental in creating the accounting system from scratch using QBO (QuickBooks Online). I diligently maintained accurate accounting records, generated comprehensive statistical reports, managed cash flow and budgets, developed key performance indicators (KPIs) to measure team performance, oversaw accounts payable and accounts receivable processes, and established procedures and company policies in the finance department.

As the head of accounting at Calderaro Tyrrell Law Group, I was responsible for overseeing all financial operations and implementing strategies using QB Online software. My role involved creating key performance indicators (KPIs), managing cash flow, developing budgets, and generating profitability reports for each service offered. I also handled accounts payable and accounts receivable, while establishing procedures and company policies within the finance department. Through my efforts, I ensured efficient financial management and contributed to the overall success of the organization.

I managed accounting operations for over 32 companies in the United States, utilizing accounting software such as QuickBooks Online and QB Desktop. Each month, I ensured the timely delivery of accurate Balance Sheets and Profit and Loss (P&L) statements to clients for in-depth analysis.

I held a position of responsibility for overseeing administration and accounting functions, leading a team of individuals under my supervision.