Bookkeeper || TAX Accountant || QBO || XERO || WAVE || MS EXCEL || IRS || 1040 || 1120|| 1065 || 990 || 5472 ||Expert Personal CFO | MBA & IRS PTIN Holder | Specialized in US & UK Tax

With over 13 years of experience in full-cycle accounting and a specialized focus on US and UK tax compliance, I help business owners and entrepreneurs gain total clarity over their financial health. I hold an MBA in Finance & Accounting and am an active IRS-approved PTIN holder (P03357912).

My expertise goes beyond traditional data entry. I act as a "Personal CFO" for my clients—managing multi-entity bookkeeping, resolving complex IRS account issues, and ensuring foreign-owned entities remain 100% compliant with Form 5472 and 1120 filings. Whether you are a real estate investor with 10+ LLCs, a non-profit law firm transitioning to Clio, or an e-commerce founder needing a clean Xero setup, I provide the technical precision and proactive communication needed to keep your books audit-ready.

I specialize in:
• Tax Resolution: Handling late S-Corp elections (Rev. Proc. 2013-30), reasonable cause statements, and IRS notice responses.
• Complex Cleanup: Tying up months or years of messy transactions into clean, CPA-ready financial statements.
• Modern Workflows: Expert-level proficiency in QuickBooks Online, Xero, Clio, Buildium, and Wave.
• Strategic Reporting: Building custom rolling cash flow forecasts and expense optimization reports to identify and stop "money leaks."

I am looking for long-term partnerships where I can take the weight of financial management off your shoulders so you can focus entirely on growing your mission.

Work Terms

Hours of Operation
I am available to support my clients Monday through Saturday, 9:00 AM to 10:00 PM (BST). While I primarily work within these hours, I am flexible for urgent deadlines or scheduled consultations to accommodate my international clients in the US, UK, and Australia. I aim to respond to all messages within 4 to 12 hours.


Payment Terms
For ongoing bookkeeping and administrative support, I prefer milestone-based payments or weekly/monthly retainers. For one-off tax filings (such as Form 5472/1120) or financial cleanup projects, I typically request a 50% upfront milestone to initiate the work, with the remaining balance due upon delivery of the final reports or filing confirmation. I am always open to discussing a payment structure that aligns with your specific project budget and timeline.


Preferred Communication Style
I believe clear communication is the foundation of a successful partnership. I prefer using Guru's messaging system for daily updates and task management to keep all project details organized. For more complex strategy sessions, financial reviews, or onboarding, I am available for voice/video calls via Zoom or Google Meet. I also provide regular video walkthroughs (using Loom) to explain financial reports or complex data reconciliations.


Security and Confidentiality
As an active IRS PTIN holder, I treat all client data with the highest level of confidentiality. I utilize secure cloud-based environments and encrypted document sharing for all sensitive financial information.