Accounting Professional with experience in Accounting & Finance, Bookkeeping and Tax Preparation, including Tax-Exempt Organizations/Not-for-profits.
A highly motivated and self-driven independent professional with experience in accounting & bookkeeping services, financial analysis, and tax preparation. In addition to providing accounting & bookkeeping services to small businesses, I also provide personal financial & budget consulting and assistance to individuals and families. I have a decade of experience with QuickBooks business accounting software and over a decade of experience with Quicken personal finance software. I have developed my own budgeting and personal financial tools using Excel. I am an advocate of educating students and adults of all ages about the importance of personal finance. I have written The Basics of Personal Finance and Budgeting 101 which are tools to educate and teach families how to maintain their personal finances.
Bachelor's Degree in Accountancy
Bachelor's Degree in Finance
5+ years - Tax Prep, individuals & small businesses
5+ years - Financial Statement prep & analysis
5+ years - Fixed Asset tracking
10+ years - Bookkeeping (Quick-books AND Quicken)
10+ years - Personal Financial & Budgeting consulting
I am available phone during regular business hours and early evening and can be reached via email anytime with expected reply in 1-2 business days. Please see my contact information.
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