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1.6% — that's how close the books I built for a nonprofit client landed to their actual IRS Form 990 filing, across a full 12-month close in QuickBooks Online.
Not an estimate. Not "close enough." A full reconciliation: 47 accounts, 6 program classes, all four financial statements, checked line by line against the real filing.
I did the same thing on the Xero side for a UK charity — full-cycle close under Charities SORP, ready for their trustees and auditors.
Both are on my profile as full case studies if you want to see the actual numbers and statements, not just the summary. If your books need to hold up the same way — to a board, a funder, or an auditor — that's exactly the kind of work I do.
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Book Title: The Analyst's Golden Test
About the Book: People do not like the one who asks many questions. This isn’t a myth. It’s real. No one likes to be questioned by the police, no one likes Auditors, Analysts are seen as nosy, and people walk on eggshells when a Compliance officer is around. It’s the same phenomenon anywhere. I created this book to capture the Analyst's story, and to sell an important solution. The book introduces a useful tool- The Golden Test- which is useful for Data Analysts, Auditors, and indeed anyone working a job where asking many questions are a critical part of getting things done.
Design Logic: The golden-yellow palette of the book reinforces the book’s “Golden Test” concept.
Adding new sections to my portfolio, worked on a new trust section to show the different B2B founders and teams I've worked with.
