Presentation
From day-to-day transaction recording to monthly reconciliations and financial reporting, I ensure your books are always up to date and compliant. I work with small businesses, entrepreneurs, and growing companies to streamline their financial processes, identify trends, and support better decision-making.
Services include:
Accounts payable and receivable management
Bank and credit card reconciliations
Monthly financial statements (profit & loss, balance sheet, cash flow)
Expense tracking and categorization
Payroll support
Cleanup and catch-up bookkeeping
Budgeting and basic financial analysis
Quickbooks Desktop, Quickbooks Online and Quickbooks Online Accountant.
Experienced in Oracle, Frontier, ADP and Microsoft Excel.
Experienced with functional excel formulas such as VlookUp/XlookUp, SumIF/ErrorIF, Concatenation, Pivot tables, conditional formatting, etc.
Whether you need ongoing support or help getting your books back on track, I tailor my services to fit your business needs.

