Tax Prep & Bookkeeping Support – Tax & Financial Firm
I was full-time at this tax firm, handling everything from bookkeeping and financial reporting to client calls, office ops, and tech troubleshooting.
I:
• Maintained QuickBooks records and managed AP/AR
• Prepared monthly...
Led 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.
Helping a Design Firm Build Financial Structure That Actually Works
When I started working with this Design Firm in City of Industry, CA, their books were scattered across platforms—some in QuickBooks, some in Studio Designer, and some... in inboxes.
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...