Backed by 20 years of hands-on business ownership, operational leadership, and systems architecture, I don't just encode day-to-day transactions; I diagnose broken accounting systems, resolve multi-period backlogs, and protect your profitability.
As an Intuit Enterprise Suite (IES) Specialist and QuickBooks Online Advanced ProAdvisor, I bridge the gap between complex business operations and audit-ready accounting using my proprietary execution model:
The FIDP™ Framework (Financial Integrity Development Protocol)
A structured, diagnostic-first workflow engineered to deliver complete financial visibility:
• F - Foundations & Cash Sweeps: Live bank feed alignment & OCR receipt processing.
• I - Integrity & Sub-Ledger Clearing: AR/AP matching, merchant syncs (Shopify/Stripe), & transit account clearing.
• D - Diagnostic Reconciliations: Bank/CC reconciliations, loan amortization splits, & OBE zero out.
• P - Packaging & Strategic Insights: Executive financial reports & closing date locks.
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MONTHLY ENGAGEMENT PACKAGES & SERVICES:
Tier 1: Cash Integrity Package ($299/mo)
• Pure Cash Basis Financials (No AR/AP/Inventory)
Tier 2: Accrual & Compliance Package ($599/mo)
• Includes AR/AP Management & App Syncs
Tier 3: Enterprise & Audit Package ($999/mo)
• Full Bookkeeping, Inventory Tracking & Fraud Audit
Optional Power Add-Ons:
• Payroll Reconciliation & Mapping: +$100/mo (Base) + $10/employee
• Class / Location / Department Tracking: +$150/mo per set
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SPECIALIZATIONS:
• Forensic Cleanups & Multi-Period Backlogs
• Multi-Entity Accounting & Intercompany Consolidation
• Open Balance Equity (OBE) Zero-Out & Sub-Ledger Alignment
• Payroll Architecture & Operations Advisory
Ready to clean up your books? Let's connect or contact me directly:
• Email: -----------
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