Certified Public Accountant
I enjoy helping companies achieve sustainable growth by providing accurate financial information in a timely manner. I am not afraid of change and I work easily in flexible environments. I enjoy positions which allow me to partner with management and also to mentor staff.
Here’s the thing: I LOVE WHAT I DO! Do you? If so, I bet we’d make a great team.
I am an accounting professional & Controller for medium-sized businesses (~6M and up). My approach is to learn and understand the critical factors of a business and then bring that information to light for key stakeholders and owners in a way that they find meaningful.
Professionals who work with me appreciate my attention to their financial priorities so that they can focus on the ultimate priority of growing their business. My clients are business owners who are looking for a true financial partner.
I used to find accounting confusing and challenging. Then, one day, the light bulb went on and it all came together. Now I am an accounting evangelist…and a licensed one at that. I work to alleviate people’s fear of their financials and get them excited about managing them strategically.
PLEASE NOTE: I do not do tax work myself but I am very happy to work with the tax preparer or auditor of your choice on your behalf.
Please see my client recommendations on my LinkedIn Profile, the link is below.
✓ LISTENING to client’s needs
✓ HOLDING the concerns and priorities of a client’s business
✓ RELIABLE PARTNER
✓ PROBLEM SOLVER
✓ WORK INDEPENDENTLY
✓ Monthly Accounting & Financial Reporting
✓ Cash Management
✓ ADVANCED Certified QuickBooks Online ProAdvisor
✓ ADVANCED Certified QuickBooks Desktop ProAdvisor
✓ QuickBooks Enterprise Certified
✓ QuickBooks POS Certified
✓ Manage and review bookkeeping / data entry staff
✓ Interact with external CPAs at the peer level
✓ Interact with Governmental Agencies
✓ Microsoft Excel, PowerPoint, Word, Outlook