Full-cycle Accountant & Bookkeeper | CPG Deductions Specialist | Quickbooks / Xero

I help consumer packaged goods (CPG) brands recover lost revenue, resolve retailer deductions, and keep their accounting accurate—recovering over $500,000 through successful deduction disputes.

Whether you need ongoing bookkeeping, month-end close support, or retailer deduction management, I help finance teams save time, improve cash flow, and maintain accurate financial records.

I specialize in supporting CPG manufacturers, distributors, and wholesalers by managing bookkeeping, reconciliations, accounts receivable, and complex retailer deduction disputes.

Here's how I can help:

BOOKKEEPING
*Full-cycle bookkeeping
*Bank reconciliation
*Month-end close

FINANCIAL OPERATIONS
*Accounts Receivable
*Accounts Payable
*Financial Reporting

REVENUE RECOVERY
*Retailer deductions
*Chargeback research
*Dispute submission
*Trade promotion analysis

Why clients work with me:

Over the years, I've worked with national retailers and distributors including UNFI, Target, Amazon, Kroger, Albertsons, and KeHE—helping businesses recover revenue, resolve deductions, and maintain accurate accounting records.

When you hire me, you can expect:
> Faster month-end close
> Improved cash flow
> Cleaner financial records
> Reduced retailer deduction losses
> Accurate reporting you can trust

Whether you need ongoing bookkeeping support, deduction management, or help cleaning up your financial records, I'm ready to jump in and make an immediate impact.

CERTIFICATIONS:
** QuickBooks Certified ProAdvisor
** Xero Certified Advisor

SOFTWARE & PLATFORMS
- QuickBooks Online
- Xero
- SAP
- Shopify
- Cin7 Core (DEAR Systems)
- -----------
- SPS Commerce
- EDI
- Settle
- Ksolve / Fresh Desk
- Confido
- Target Partner Portal
- UNFI Portal & Dispute Center
- DOT Partner Portal / Payment Manager

Retailers & Distribution Networks I've Worked With:
- KeHE
- UNFI
- Amazon
- Target
- Albertsons
- Kroger
- DOT Foods

If you're looking for an accounting professional who understands both bookkeeping and retailer deduction management, I'd love to discuss how I can help streamline your financial operations and recover revenue for your business. Send me a message!