I am an experienced Accountant with several years of public accounting (CPA firm) and in-house accounting experience, providing accounting, bookkeeping, payroll, tax preparation support, and audit services to businesses across a wide range of industries. My background includes working both with multiple clients in a CPA firm environment and managing the day-to-day accounting functions of private companies, giving me a well-rounded understanding of business operations and financial reporting. I specialize in cleaning up accounting records, identifying and correcting discrepancies, reconciling accounts, and bringing financial records up to date so businesses have accurate books they can rely on. I prepare complete financial statements and supporting schedules for tax preparation, ensuring clients and their tax preparers have organized, accurate financial information.

If your business doesn't require a full-time accountant, I offer a flexible and cost-effective solution. Whether you need ongoing accounting support or help with a specific project, you only pay for the time worked or a fixed project fee, eliminating the expense of hiring a full-time employee while still receiving professional accounting services from an experienced accountant.

My experience includes full-cycle bookkeeping, accounts payable and accounts receivable, bank and credit card reconciliations, journal entries, general ledger maintenance, month-end and year-end closings, payroll processing, sales tax reporting, and financial reporting. I am proficient in maintaining accounting records that comply with accounting standards and support informed business decisions.

Throughout my CPA firm career, I have participated in a variety of audit and assurance engagements, including financial statement audits, workers' compensation audits, nonprofit audits, governmental audits, reviews, compilations, internal control testing, and audits of individual federal and state income tax returns. My experience has strengthened my ability to analyze financial records, identify discrepancies and risks, ensure compliance with applicable regulations, and improve accounting processes while delivering accurate and reliable financial information.

✔ Clean up messy or outdated bookkeeping

✔ Prepare accurate financial statements for tax preparation and year-end reporting

✔ Reconcile bank accounts, credit cards, loans, and balance sheet accounts

✔ Process payroll and payroll reconciliations

✔ Manage Accounts Payable and Accounts Receivable

✔Audits

✔ Record journal entries and maintain the General Ledger

✔ Complete month-end and year-end close

✔ Prepare adjusting entries and account analyses

✔ Sales tax reporting

✔ Budget preparation and financial analysis

✔ Accounting system setup and ongoing bookkeeping support

✔ Financial reporting for management and business owners