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I'm a professional accountant and bookkeeper with over 20 years experience in the field. Coming from the corporate world, I have formed my own corporation and have built up a steady client base over the years. I'm QuickBooks certified with advanced knowledge and experience in the software, and also have the accounting skills to close the books every month and provide accurate financial reporting, making sure you are ready for taxes to be filed. I specialize in tech startups, property management, and construction firms, but also work in many other industries. I have a network of accountants and CPA's I work with as well.
I can travel to San Francisco or the Peninsula to meet you onsite, or work remotely as I do with many of my clients. Please note that I am available only on a part time basis, up to 10 hours a week, for businesses that need ongoing long term services. I'm very flexible so can work as needed, and will also be very responsive and timely.
If you need someone with strong interpersonal skills who understands the nature of today's fast paced businesses, contact me and we can discuss your accounting needs. Please leave your name and phone number when responding.
Knowledge & Skills
Setup and maintenance of accounts in QuickBooks.
General Ledger account creation and maintenance.
Balance sheet reconciliations with supporting schedules and adjusting journal entries.
Review of financial statements for completeness and accuracy, cash and accrual basis.
Budgeted vs. actual review of revenue and expenses.
Collaboration with CPA's to finalize year end adjustments and prepare tax returns.
Processing and recording of payroll through via 3rd party payroll services.
Intercompany transactions and reconciliations.
Quarterly sales and use tax filings
Credit card reconciliations.
Recording of cash deposits
Accounts receivable and billing -- customer setup, refunds, credit memos, payment application.
Accounts payable -- vendor setup, cash disbursements, year end 1099 misc forms.
Advanced Excel skills
Golden Gate University, Bachelor of Arts in Management, Magna Cum Laude
Available upon request