Profile Summary

I am a QuickBooks Online ProAdvisor specializing in bookkeeping cleanup, reconciliation, and ongoing bookkeeping support for small and growing businesses. My work focuses on helping business owners bring clarity and accuracy to their financial records—whether that means cleaning up messy or behind books, reconciling bank and credit card accounts, or preparing reliable, CPA-ready financial reports. I prioritize accuracy, proper categorization, and clean balances so financial statements can be trusted for decision-making and tax preparation. I work best with clients who value structure and transparency. For cleanup or catch-up projects, I typically begin with a review to confirm scope, transaction volume, and complexity before proceeding. This ensures realistic timelines, clear pricing, and no surprises during the process. Services include: QuickBooks Online setup, cleanup, and catch-up bookkeeping Bank and credit card reconciliations Income statement and balance sheet preparation Issue identification and documentation for CPA or tax review Ongoing monthly bookkeeping support after cleanup My goal is to leave every QuickBooks file accurate, well-organized, and easy to maintain—so business owners can focus on running their business with confidence.

Software Expertise

• Quickbooks Online

Certifications

• Quickbooks Online Proadvisor
• Xero Adviser Certified
• Xero Payroll Certified