I've worked as an accounts receivable specialist, accounts payable specialist, internal auditor and freelance accountant/bookkeeper.
I hold a graduate degree in Accountancy, I am a Certified QuickBooks ProAdvisor, Certified Xero Adviser and Certified Bookkeeper.
I provide accounting services to a wide variety of clients. I can do all bookkeeping responsibilities including, but not limited to:
• Recording of all transactions (bills, invoices, withdrawals and deposits) in Quickbooks Online/Xero
• Bank and Credit Card reconciliations
• Data Migration
• Setup of accounts in Quickbooks Online/Xero
• Quickbooks/Xero Training
• Tune up or Troubleshooting of accounts – fixing ending balances of all accounts
• Quickbooks/Xero Consultation
• Preparation of month end payroll and taxes
• Audit of transactions and balances
• Inventory tracking and management
• Accounts Receivable/Accounts Payable billing and collection
• Preparation of cash flow projections or budgets
• Financial reporting and analysis
My service will be customized for your business. I can work out a plan to ensure your bookkeeping is up to date.
I can handle your weekly, monthly and yearly bookkeeping for management purposes. I will happily work with your CPA when you need your file ready for tax season.
I'm passionate about helping entrepreneurs succeed. I help other business owners set priorities and understand the importance of the financial aspect of their business so they can continue to grow.
I specialize in assisting small to midsize businesses, managing accounting tasks using QuickBooks Online.
I help troubled business owners achieve more time to focus on growing their business by providing numbers they can trust and make business decisions with.
Many business owners I come across has many different jobs and responsibilities and the bookkeeping most often become less prioritized to everything else they are trying to accomplish. When this happens,
- Expenses are not managed or monitored and continue to grow
- Valuable insights into the company such as growth opportunities or losses are often missed
- “ If there is money in the bank, I must be making money” – not always the case
- Potential employee theft can go on unnoticed
- Always stressed out trying to get the finances in order at the last minute to file taxes or to provide them for loans or investors
These are issues I solve every day with my clients. By providing them with numbers they can trust and constant contact; my clients are able to spend more time focusing on the growth of their business knowing this is being handled.
How do I do this you might ask?
I have a step by step process that is implemented with every client to ensure all the data is being captured on a regular basis using cloud technology and education.
It is really all about being able to be profitable and I can help you with that. I can assist you with your bookkeeping every step of the way.
I truly love what I do and I can't wait to partner with you!
LET'S GET STARTED