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.

We built a cleaner system...

Smartsheet Interior Design

Quickbooks Bookkeeping

Elvira Pena

pro

• Jan 1

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.

I built the workflow from scratch, cleaned up...

Accounting Financial Management Bookkeeping

pro

• Jan 1

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...

taxprep

Quickbooks

clientsupport Bookkeeping Operations Management

Elvira Pena

pro

• Jan 1

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...

Smartsheet Bookkeeping Tax Consulting

Quickbooks

Microsoft Excel

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