We specialize in bookkeeping & financial services for social entrepreneurs, B Corps, nonprofits, and brands who are out to use the power of business for good. Our virtual services pave the way for smart business decisions with precise financial statements and reports. We simplify our clients’ workloads and enable them to focus where they truly shine. Whether you’re just starting out or have been operating for many years, we’ll help you grow your business sustainably.Our services include:- Weekly Bookkeeping/Transaction Categorization- Receipt Management- Bank Reconciliation- Financial Statement Preparation and Interpretation- Historical Clean-Up- Accounts Payable/Bill Pay- Accounts Receivable/Invoicing- Quickbooks Setup - Budgeting & Financial Planning- Benchmarking- Consulting/Software Education

Lulu Frost is a renowned costume and fine jewelry brand, known for its statement blend of vintage and modern influences. The company has collaborated with notable brands such as J.Crew, West Elm, and Bobbi Brown and is distributed internationally by key partners including Neiman Marcus and Barneys Japan. My role here included:- Partnered with company founder to manage operations of costume and fine jewelry company with a focus on repurposed materials.- Led employees across departments including sales, production, product development, marketing, logistics, and finance.- Created and communicated financial plans internally and with external accounting team, including financial forecasts and budgets, business analysis and cash flow management, P&L and balance sheet.- Negotiated contracts with vendors and customers.- Managed HR

- Developed and maintained close relationships with international & domestic department stores and boutiques, conducting product trainings and attending international trunk shows and sales events.- Acted as liaison between accounts and internal production/design teams to communicate specific needs of major customers.- Oversaw company financial records and data entry, responsible for monthly bank reconciliation, accounts receivable, accounts payable, quarterly and annual reporting to accounting team and company founder.

- Acted as clients’ bookkeeper and back-office assistant and contributed to upkeep of customers’ financial records, including accounts payables and receivables.- Represented ASAP at customers’ board meetings and assisted with yearly budget and HOA bylaw review processes.