Profile Summary

I am a CPA and IT Functional Consultant with over 15 years of combined experience in accounting, financial systems, and business technology. This dual background allows me to approach bookkeeping not just as a numbers exercise, but as a systems and process challenge — identifying the root cause of issues, not just the symptoms. I specialize in QuickBooks Online bookkeeping, with deep expertise in diagnostic review, cleanup, reconciliation, categorization, and financial reporting. My engagements begin with a thorough review of your current books — identifying gaps, inconsistencies, and inefficiencies — and delivering clear findings with actionable recommendations before any paid scope is proposed. You understand the full picture before committing to anything. With a CPA's eye for accuracy and compliance, and an IT consultant's understanding of how systems talk to each other, I bring a level of analytical rigor that goes beyond standard bookkeeping. Whether your books need a one-time cleanup or ongoing monthly maintenance, my goal is to leave your financials accurate, audit-ready, and built on a process that actually works for your business.

Software Expertise

• Quickbooks Online
• SAP

Certifications

• Quickbooks Online Proadvisor
• Xero Adviser Certified
• Certified Public Accountant (CPA)