- licensed FL CPA (lic#AC46625)
- just under 10 ys experience, from auditing to operations
-BA - Psychology
-MA - Public Accountancy
-Beta Gamma Sigma business honor society
I'm a natural when it comes to analyzing a problem, financial or otherwise, and quickly seeing through the excess data into the heart of the issue to illuminate the solution. My specific professional experience for the last decade includes: financial operations & oversight, long-term planning/short term goal setting, personal & corporate branding/marketing, mission/vsion/culture creation/maintenance, conflict resolution, compliance reporting, benefits administration, payroll processing, sales, property, and payroll tax prep/filing, internal & external audit, Trust accounting, financial statement preparation & review.
I offer:
-Grant review/writing/editing
-Personal/business branding & marketing plans
-Business plan review/writing/editing
-Diagnostic review of accounting records
-Quickbooks Online Cleanup
- Diagnostic review of Accounting records
- Audit assistance
-IRS Notice Correspondence
-Individual & Corporate tax return preparation
-Financial analysis
- Budget preparation
-Small Business/startup Accounting/finance setup, maintenance
-Core business/accounting routines
-Periodic "CPA 911" calls (customized to your needs)
-Monthly/quarterly accounting, payroll, tax, & compliance services
- Excel training: Business Basica
My personal mission: Make A Positive Impact
Whether you need to write a business plan, get your startup off to a great accounting start, guidance on creating a chart of accounts specific to your wbusiness (right -the first time), a resume reviewed/edited, a personal branding campaign strategy for a successful job search,financial statements prepared for a bank loan, or just a fresh set of eyes for a specific project, send me some general information about the problem you need to solve. I'll help you rediscover the fun in your work!
