Summary

FAQs

• What services do you offer?

  I provide a range of accounting and financial management services, including accounts receivable and payable tracking, financial reporting, process automation, and internal controls enhancement. I also specialize in utilizing tools like QuickBooks, Sage 50, and data analytics platforms to streamline operations and improve decision-making.

• How do you approach automating financial processes?

  My approach involves analyzing current workflows, identifying inefficiencies, and implementing customized solutions using tools like Excel, Power Query, and other financial software. For example, I have successfully implemented automated tracking systems for accounts receivable and payable, improving cash flow projections and reducing manual errors.

• What industries do you typically work with?

  While I have experience in diverse industries, I primarily focus on working with small to medium-sized businesses, startups, and organizations seeking to improve their financial operations and leverage technology for growth.

• Can you help my business set up or optimize accounting software?

  Absolutely! I specialize in setting up and optimizing accounting software like QuickBooks and Sage 50 to suit your business needs. This includes chart of accounts setup, workflow automation, and training your team to maximize efficiency.

• How do you ensure compliance with accounting standards?

  I stay up-to-date with the latest accounting standards and regulations. My work involves meticulous record-keeping, regular reconciliations, and ensuring that all processes align with applicable laws and industry best practices.

• What’s your turnaround time for projects?

  Turnaround times depend on the project’s scope and complexity. I typically provide a detailed timeline after an initial consultation, ensuring that all deadlines are met without compromising quality.

• Can you provide examples of your previous successes?

  Certainly! In my current role, I implemented an automated reconciliation process for SEC and bank accounts, reducing processing time by 20%. Additionally, I uncovered and resolved a $100,000 payment discrepancy in a previous role, showcasing my commitment to accuracy and problem-solving.

• How do you ensure client confidentiality?

  Client confidentiality is a top priority. I adhere to strict ethical guidelines and best practices to safeguard sensitive financial information and maintain trust.

• How do we get started?

  Let’s begin with a consultation to discuss your needs and goals. From there, I’ll provide a tailored plan and clear next steps to achieve your objectives efficiently.