I’m a Certified Public Accountant (CPA) with 20+ years of experience providing bookkeeping, accounting, and financial reporting services to U.S. tax firms and small-to-medium businesses across multiple industries — including professional services, healthcare services, SaaS/IT, tech startups, and property and real estate management.
I help tax and accounting firms save time, increase capacity, and improve accuracy by managing their clients’ day-to-day bookkeeping, financial statements, and tax-ready reports. My goal is to ensure your clients’ books are always accurate, compliant, and ready for filing
Core Services
• Full-cycle bookkeeping & monthly close
• Chart of accounts setup & cleanup projects
• Bank, credit card, and payroll reconciliations
• Financial statement preparation (Balance Sheet, P&L, Cash Flow)
• Tax-ready financials and audit support
• Accounts Payable (A/P) and Accounts Receivable (A/R) management
• Accounting process automation and workflow improvement
Tools & Software Expertise
Accounting & Bookkeeping: QuickBooks Online, Xero, Sage 50, MYOB, Wave, FreshBooks, Kick, Puzzle
ERP Systems: Microsoft Dynamics 365, SAP FI/CO, Oracle NetSuite, PeopleSoft
Reporting & Analytics: Excel (Advanced), Power BI, Google Sheets, Fathom
Payroll & HR: Gusto, ADP, Paychex, QuickBooks Payroll, JustWorks
Expense & Automation: Ramp, Brex, -----------, Dext, Hubdoc, Zapier, AutoEntry
Document Management: Google Drive, OneDrive, Dropbox
Collaboration: Slack, Notion, Teams, Asana, -----------
Accounting Standards
• U.S. GAAP
• IFRS
Clients describe me as detail-oriented, reliable, and proactive — someone who delivers accurate books, clear communication, and consistent results.
Whether you need ongoing bookkeeping support, catch-up accounting, or a dependable remote accountant for your firm, I provide the expertise and structure that keeps your financials in perfect order.
Let’s connect to discuss how I can streamline your bookkeeping, enhance accuracy, and free up your time for high-value advisory work.
