*** My Core Services Include
* Bookkeeping & Transaction Management - Accrual and Cash Basis Accounting
Create and maintain a well-structured chart of accounts; verify, categorize, and post all financial transactions with full compliance. Perform account reconciliations (from bank recon, AR aging & recon, inventory, prepayments, intercompany elimination & recon, AP and Loans aging & recon and promptly address discrepancies.
* Catch-Up & Clean-Up Work
Organize, update, and restore historical financial records, ensuring your books are accurate, current, and easy to understand.
* Financial Reporting & Analysis
Generate clear, insightful reports?including income statements, segment-based P&L, balance sheets, cash flow statements, break-even analyses, IRR, NPV, and essential financial ratios.
* Software Implementation & Automation
Set up and integrate accounting systems, streamline processes, and introduce automation tools to boost efficiency and reduce manual work.
* Budgeting & Forecasting
Develop practical budgets and forward-looking financial projections to guide decision-making and support business growth.
* Tax Preparation & Compliance
Gather, review, and summarize financial data to ensure that your tax preparer will have an accurate tax filings that meet all local and federal requirements.
* Problem-Solving & Process Improvement
Identify weaknesses in your financial operations and deliver targeted solutions to improve accuracy, efficiency, and control.
*** Tools & Systems I Work With
* Accounting Software
Oracle NetSuite, QuickBooks Online/Desktop, Xero, Sage, MYOB, SAP, Oracle NetSuite
* POS & Support Systems
Alliance, Moneycache, Microsoft Office (Advanced Excel), Google Drive
* Key Roles I've Held
General Accountant (full-cycle accounting, database migration, reconciliation, reporting & analysis)
Tax Specialist
A/R & A/P Specialist
Internal Auditor
Cost Accountant
Bookkeeper
System Administrator (Accounting Software Setup & Integration)
Team Lead (Process Design, Policy Development, Fund Control)
* Industry Experience
Real Estate
Manufacturing
Plantations
Education
Restaurants
Professional Services
Retail & Distribution
Cooperatives
My goal is to deliver dependable, value-driven financial services rooted in accuracy, integrity, and efficiency. Whether you need help scaling, streamlining, or cleaning up your books, I ensure your financial systems are solid and fully aligned with your business goals.
Let's connect and elevate your business to the next level.
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