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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.
