I lead our comprehensive bookkeeping and advisory services to small and medium-sized businesses at F.A.B Bookkeeping.Monthly Bookkeeping Services:•Recording all bank transactions, including deposits, withdrawals, and bank fees• Reconciling bank accounts and general ledger (G/L) accounts• Ensuring accurate categorization of business expenses• Investigating and resolving discrepancies between bank statements and business records• Preparing profit and loss statements, balance sheets, and cash flow statements•Generating custom financial reports for specific business needs or compliance•Organizing financial reports for quarterly or annual tax filings•Comparing actual performance against budget• Job costing and profitability reporting• Class tracking• Inventory adjustments• Adjusting entries for accrued expenses, depreciation, and other necessary adjustmentsConsulting & Advisory Services:• Analyzing financial data to identify trends, opportunities, and potential issues• Assisting with budgeting and forecasting to align with business goals• Offering guidance on operational efficiency and cost management• Recommending improvements to financial processes and systems• Helping with cash flow management• Supporting strategic decision-making with data-driven insights• Reviewing and advising on business expansion plans or new ventures• Assisting with pricing strategies and revenue optimization• Conducting break-even point analysis• Creating measurable KPIsTax Planning & Prep• Annual tax preparation services for your business entity, covering both federal and stateincome tax returns. • Annual tax preparation services for your individual returns (for business clients)• Quarterly tax planning• Elective S-Corporation election servicesAdditional Services:• Payroll management (Partnered with Gusto)• Accounts payable management• 1099 management & reporting• Receipt management• Catch-up and clean-up services

In this role, I onboarded new clients, ensuring a smooth and effective transition, managed a diverse portfolio of client accounts, provided strategic financial insight, and led a team to deliver exceptional service.• Managed a diverse portfolio of client accounts, offering strategic financial advice, ongoing guidance, and solutions.• Led and mentored a team, enhancing service delivery and client satisfaction.• Implemented process improvements to boost efficiency and accuracy.

As the Owner and CFO, I managed daily operations and financial planning, driving the business’s financial success through strategic initiatives.• Managed business operations and financial planning, including budgeting and forecasting.• Conducted profitability analyses and developed pricing strategies.• Streamlined financial reporting processes for better decision-making.

I oversaw payroll processing and financial reconciliations, ensuring accuracy across multiple divisions and states.• Processed payroll for 150+ employees across multiple divisions and states.• Administered company insurance payments and• Reconciled general ledger accounts.

In this role, I managed a condominium association's financial operations and administrative functions.• Reconciled bank statements and prepared financial reports for board meetings.• Managed accounts payable/receivable and ensured cash flow stability.• Supervised maintenance staff and managed third-party contracts.

I provided accounting support, managed financial records, and assisted with various accounting tasks.• Reconciled general ledger books and prepared sales reports.• Managed accounts receivable/payable and oversaw property documentation.

As an Accounts Payable Specialist, I ensured the accurate and timely processing of financial transactions.• Processed accounts payable transactions and optimized cash flow.• Collaborated with store managers and vendors to resolve discrepancies.