I have 10+ years of professional work experience in a Finance or Accounting related capacity, along with a BA in Accounting and Finance and a California issued CPA License. I have extensive experience digging deep into financial details for small businesses, non profit organizations, and high net worth individuals. I have prepared tax returns for individuals, corporations, and partnerships. I have experience auditing both for profit and non profit organizations.
Small business and startup organizations are my bread and butter. I have revamped general ledgers and charts of accounts, completely setup new organizations on QuickBooks, and have managed all aspects of accounting and finance for organizations (AR, AP, Cash Management, Payroll, Bank Recs, Month End Close, Financial Statements, etc.). I have most recently held titles of Accounting Manager and Controller for two different startup type companies.
I'm most comfortable working within QuickBooks (both Desktop and Online)