Organized and Reliable Accountant-Xero Certified A...
Last active: 2 months ago
Meet your Chief Accounting Guide
Inspiring your success and adding value to your business or accounting team is Your Chief Accountant's mission. I have a proven history of streamlining processes that lead to cost savings, positive cash flow, and increased profits. I utilize online accounting and payroll software such as Xero, Quickbooks, ADP, and Zen Payroll. I am a disciplined planner and manage assignments efficiently to ensure accounting data is relevant and timely for decision makers. A formal resume can be provided upon request.
My mission is to inspire business success and financial freedom for sole-proprietors and small business.
I have 10 years experience as the Accounting Controller for two employers, but a number of companies under their ownership. I am a Xero Certified Advisor, Quickbooks expert, ADP Payroll professional and partner, and Zen Payroll Partner. I have excellent skills in Excel. I am currently a candidate for the Certified Management Accountant and Licensed Certified Bookkeeper certifications.
Basic bookkeeping - AR, AP, bank and credit card reconciliation
Quickbooks and Xero set up and migration
Financial statement prep and analysis - income statement, balance sheet, cash flow statement complete with an audit package for your tax accountant at the end of the year
Payroll - processing, set-up and transfer to Partner Service
Employee benefits administration - health, 401k, IRA, other
Business/Operations Process Analysis
Budgets - Annual and Cash Flow, either static or rolling
Delegating your accounting to a knowledgeable accountant is a big step in the growth of your business. Plus... it frees up your valuable time to do what you do best!
The complexity of accounting can happen quickly for a small business. Accountants are a driving force and trusted advisor to successful small businesses. I will actively communicate with you and help you gain valuable insight and knowledge of your business finances.
A great accountant will help your company grow and provide insight and organization to financial data. Organized and timely financial data is critical for decision making and planning. And... your bank and tax accountant will love you!
Above all else, your business operation's cash flow is vital. I can assist you in implementing effective processes for increased operating capital. With the right tools you’ll be able to manage where your cash level is and where it might be in the future – helping you plan and flourish!
I'm excited to hear how I can contribute to the success of your business. Working with a knowledgeable and talented accountant is the first step in growing your business.
I'll share how I have contributed to cost savings, process improvements, and increased cash flow for a number companies. Delegating key functions, such as accounting, will free you up to effectively focus on running your operations.
Most importantly, I want to inspire the financial success of your small business!
Your Chief Accounting Guide