Projects using Microsoft Excel in Santa AnaProjects using Microsoft Excel in Santa AnaLed Accounting Ops for High-Volume Auto Dealership – 2,000+ Transactions/Month
I ran the accounting function for a wholesale auto dealership, handling over 2,000 transactions per month across sales, inventory, and vendor accounts.
I built the workflow from scratch, cleaned up Dealertrack data, helped sync up other departments so financials could be tracked, supported team members who needed help learning proper entries, and worked beyond my title—doing controller-level work without the controller-level pay.
In the end, I advised leadership on financial red flags and recommended winding down operations. They chose not to—and filed bankruptcy shortly after.
Not every job ends in a portfolio-perfect story. But this one taught me how to lead, stay honest, and stand firm on the numbers—even when no one wants to hear them. 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.
