The experience I accumulated over 13 years with a top-rated CPA firm has given me a clear understanding of all aspects of accounting. This enables me to design personalized daily accounting systems to meet the needs of my clients. It also allows me to reduce costs for my clients. For example, the service systems I design allow the CPA to handle the tax returns without the costly hours of adjustments and clean up. I am unique in that I have mastered a full range of accounting services including bookkeeping, payroll and sales tax, compiled financial statements, budgeting, financial analysis, controller responsibilities and income tax preparation. Furthermore, I pride myself in using a very personalized approach which includes: 24-hour response time, recurring financial insight meetings and services that are tailored to match a client’s needs and budget. As an accounting specialist and a teacher, I have the skill set and ability to recommend, perform or teach in-house staff a large variety of services.For me, a set of books reveals the financial story of a business. The most gratifying part of my work is partnering with my clients by listening to their story, understanding pain points, and working together to discover solutions to increase productivity and profits. When the need is to compile information for a tax return or to have GAAP basis financials issued, I make it a smooth transition to the CPA.At the start of my college studies, one of the required classes was Accounting 101. As credits and debits turned into organization and financial pictures, my career was determined. Everything clicked and seemed to come natural to me. I was fascinated at the stories the numbers revealed and the improvements they can bring to light! I witnessed my parent’s dedication and fulfillment as they grew their own successful business and knew that one day I would follow in their footsteps. It is with this spirit that I have developed my own business and focus on helping other businesses build success as well. I am proud to have become a respected, knowledgeable business owner that specializes in:• Business Accounting Services• Outsourced Controller Services• Financial Statement Analysis• Software and Basic Bookkeeping Training • Budget, Cash Flow Forecasting• Cloud Accounting, QuickBooks ProAdvisor • Bookkeeping, Internal ControlsIn my personal time, I am an avid foodie who enjoys both cooking at home and supporting local restaurants. I also love to travel, especially off the beaten path so as to truly experience and engage in other cultures.
Listed skills include Tax, Financial Reporting, General Ledger, Accounting, and 11 others.
