Bookkeeping & Tax Support for 90+ Clients – CPA Firm I manage bookkeeping for a portfolio of over 90 active clients—primarily in dentistry, law firms, PR, retail, and others.

My work includes: • Cleaning up QuickBooks registers and building smart rules to automate categorization • Reconciling multiple accounts monthly, ensuring accurate and up-to-date financial records • Preparing monthly and quarterly financial statements to support decision-making and tax planning • Collaborating with the CPA team on tax compliance, filings, and audit readiness • Helping small business owners understand their numbers and improve how they manage their cash flow

Whether it’s a dental office, a solo law practice, or a retail store—I bring structure, clarity, and efficiency to the table so clients can focus on running their business.