I help start-ups, small, and medium-sized businesses automate their accounting systems using custom-built MS Excel Accounting Systems or QuickBooks.
I am passionate about unlocking financial clarity and confidence for:
• Start-ups: Establishing strong financial foundations
• Small businesses: Streamlining operations to boost efficiency
• Medium-sized businesses: Scaling with accurate financial insights
Services Offered:
End-to-end preparation of Financial Statement
Financial Statement Analysis
Internal Control Assessment
Forensic Accounting
Industries I Love Assisting:
• Veterinary clinics
• Bridal shops
• Pet shops
• Cleaning services (lawn, house, etc.)
• Pest control services
• Spas, salons, and beauty services
• Consultancy services and law firms
• Non-profit organizations (theater, etc.)
• Retail industry
• Transportation industry
Excel Skills:
• Pivot Tables
• Macros
• Dashboards
• Advanced Functions (SUMIFS, XLOOKUP, IFS, PIVOT TABLE, MACROS etc.)
A CPA and MBA with over 8 years of experience as:
Accountant:
• Prepared financial statements and reports
• Reconciled bank statements and ensured accurate financial records
• Managed accounts payable, accounts receivable, payroll, and the general ledger
• Collaborated with auditors to ensure compliance
Consultant:
• Analyzed financial data to assess business performance
• Built automated accounting systems in MS Excel
• Developed financial plans, budgets, and forecasts
Auditor:
• Reviewed and improved internal controls
• Examined financial records for compliance
• Designed and implemented internal control systems
Your Benefits:
• Accuracy and reliability
• Financial insights and guidance
• Confidentiality and integrity
Let's drive your financial success together!
Contact me now to learn more about how I can provide accounting solutions to help your business scale!
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