I'm a CPA with 10 years of experience supporting US-based businesses with financial reporting, forecasting, and operations management, and finance.
** TOOLS & SYSTEMS **
ACCOUNTING
• Intuit QuickBooks Online
• Xero
• Wave
• Freshbooks
• Gusto
• Stripe
• Paypal
• -----------
• Melio
FINANCIAL ANALYSIS
• Excel (Advanced formulas, macros, pivot table)
• Google Sheets
• SQL / PostgreSQL
• Metabase
• Xano database
AUTOMATION
• Python / React
• Metabase
• API integrations
• Claude Code
• Codex
• Zapier
PROJECT MANAGEMENT
• Asana
• Clickup
** EXPERTISE **
FINANCIAL ACCOUNTING & REPORTING
• US GAAP reporting
• Monthly close
• General ledger
• Chart of accounts
• Financial statements
• Bookkeeping
• Accounting
• Bank reconciliation
• Accounts Payable / Accounts Receivable
CONTROLLER-LEVEL SUPPORT
• Fractional CFO
• Clean books
• A/R and A/P management
• Budgeting and forecasting
• Financial modeling
• Financial Analysis
• Profitability analysis
• Cash flow forecasting
• KPI dashboards and reporting
• Investor reporting
• Management reporting
• Fund accounting / NAV reporting
• Investment accounting
• Payment processing
SYSTEMS & AUTOMATION
• Accounting workflow optimization
• Financial reporting automation
• Data analysis (Excel / SQL / Python)
• SOP creation and documentation
• Database management
** SAMPLE WORK **
• 13-week cashflow: -----------
• Monthly NAV Reporting for Investment Fund: -----------
• Investor Pitch Deck & Financial Presentation for Startup: -----------
• Personal Expense Tracking: -----------
• Proposal for Automation: -----------
** RESULTS I'VE DELIVERED **
• Increased company profitability 150% through product-level financial analysis
• Helped scale a business to ~$300K monthly net profit
• Built financial forecasts used to raise $3M in investor funding
• Secured $380K in PPP financing through financial projections
• Built automated reporting systems improving reporting accuracy and speed
** TYPICAL CLIENTS I SUPPORT **
• Startup founders who need financial visibility
• Growing companies preparing for funding or investors
• Businesses needing reliable monthly financial reporting
• Companies with messy books that need structure and automation
• Investment firms needing NAV and reporting support
If you need someone who can own finance, improve systems, and build automation, let’s talk! :)
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