Messy Finances? I Clean & Educate with No Judgment!

Streamlined QuickBooks Processes

Planned and implemented new processes for client to follow that eased the flow of the month end close and day-to-day operations.

Accountant
Financial Analyst
Bookkeeper
Google Sheets
Microsoft Excel
Quickbooks

QuickBooks Account Set Up

Helped client set up new QuickBooks account to track income/expenses of their new startup.

Accountant
Bookkeeper
Google Sheets
Quickbooks

Financial Restructuring

I transformed a chaotic system and implemented processes through an extensive QBO cleanup. The client gained clear financial insights thus improving cash flow.

Accountant
Financial Analyst
Bookkeeper
Quickbooks