Profile Summary

Hello there! As a driven CPA with over a decade of experience in financial services, I bring strong problem-solving and analytical skills that enable me to work efficiently and independently. I'm seeking a challenging position in a virtual work environment, focusing on providing bookkeeping and accounting services to small businesses and professionals. Committed to exceeding expectations, I aim to be a valuable partner in helping clients grow their businesses while fostering strong, collaborative relationships. My mission is to offer next-level service by helping clients track their finances and make sound financial decisions that will propel your business forward. Consider me your financial partner-in-progress (the beneficial kind, naturally!). With my keen eye for detail and problem-solving skills I'll ensure your finances aren't just organized—they're primed for success. From daily bookkeeping to comprehensive financial planning, I'm here to elevate your business to new heights. So, what do you think? Let's discuss how my expertise, adaptability, and commitment can significantly enhance your business's financial health. Are you ready to transform your finances from "adequate" to "exceptional"? Let's embark on this journey together!

Software Expertise

• A2X
• Anydesk
• Bill.com
• Canva
• ChatGpt
• EFPS
• Fathom
• FreshBooks
• Google Drive
• GoogleSheets
• Gusto
• Hubdoc
• Microsoft Excel
• Microsoft Office
• ProConnect
• Quickbooks Online
• QuickBooks Payroll
• SAP
• Slack
• Trello
• Xero

Certifications

• Quickbooks Online Proadvisor
• Xero Adviser Certified
• Xero Payroll Certified
• Gusto Payroll Certified
• Bill.com AR AP Certified
• Hubdoc Certified
• Certified Fathom Advisor
• A2X Certified
• Certified Public Accountant (CPA)