Introduction: CPA, CGMA, Certified QuickBooks ProAdvisor, Certified Xero Advisor, and F/C Certified Bookkeeper with 19+ years of experience in accounting, serving manufacturing, distribution, services, ecommerce, and professional services businesses, as well as private individuals and major corporations, on site and by remote.
Automation is leveraged with what for all clients are individualized services and solutions, not a one size fits all approach. Dollars and hours are spent on value here, not on tasks as computer can do for both of us, while providing the critical meticulous due diligence and knowledge in every aspect of client services, by fixed price project, hourly rates, or subscription.
I take pride in providing first class service to clients, staying up to date with regular CPE and updates for tax, accountancy, and software. With Industrial experience since my teens, management accounting since not long after, repeating successful startup experience, and eventually switch of primary/secondary roles once primary high tech/secondary finance, I am also to value and dangers of automation with RPA experience since high tech.
Services include, but are not limited to, Financial Accounting, Accounting Manager Services, Controller Services, fractal CFO Services, Financial Analysis, Management Accounting with Cost and Inventory, F/C Bookkeeping, Budget Preparation, Assisted Payroll, Multistate Payroll Tax, Multistate Sales and Use Tax, Income Tax, Small Business Payroll Tax Dispute Resolution, Multistate Sales Tax VDA, Regulatory Compliant Process Development, Accounting Process Development, Employee Training, Tutoring, Instructional and General Technical Writing, Accounting System Assistance, Wave to QBO File Conversion, and Business Process Improvement. Proficient in QB, QBO, Wave, Xero, Peachtree/Sage 50, Gusto, ADP Payroll, Wave Payroll, QBO Payroll, Paychex, Excel, Access, SQL, VBA, G Suite, and Office 365.