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Certified Public Accountant-

$55/hr Starting at $750

I am a Certified Public Accountant holding a graduate degree in accounting and business management. I function as a Virtual CFO for several businesses such as a primary care clinic, a nonprofit organization, a behavioral healthcare agency, a mortgage broker/bank, a private elementary school. Let me be your Virtual CFO My work as a Virtual CFO includes reviewing general ledger accounts, reconciling bank accounts, recording transactions in QuickBooks and other accounting software, preparing Financial Statements, providing financial & business management advice for business owners, board of directors. I am an Expert in QuickBooks (all versions) with 20+ years’ experience setting up, maintaining all aspects of QuickBooks accounting. I also manage Accounts Receivable, Accounts Payable and process payroll via in-house systems, ADP, Paychex or other 3rd party payroll systems. I am very experienced in payroll tax preparation (941, State WH, Unemployment, W2, 1099, etc.). I have over 25 years’ experience in business strategy and analysis. Our firm has developed the Revenue Analysis & Profit Planning Analytics, which is designed to help businesses determine the optimum pricing structure, analyze other aspects of your revenue and determine whether your key cost factors such as payroll, contractors, etc. are set at the best possible levels to allow you to earn maximum profit. For the last 25+ years I have assisted business owners develop budgets, monitor their monthly financial performance versus their budgets, and adjust budgets where needed and/or identify effective ways to reduce operational costs so that the business operates within budget. I have 25+ years’ experience developing business plans both for management use and for use in securing funding. My business plans have assisted businesses raise $100 million combined over the last 5 years. I currently have 3 clients in negotiations for funding with investors/banks using business plans and/or prospectuses

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$55/hr Ongoing

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I am a Certified Public Accountant holding a graduate degree in accounting and business management. I function as a Virtual CFO for several businesses such as a primary care clinic, a nonprofit organization, a behavioral healthcare agency, a mortgage broker/bank, a private elementary school. Let me be your Virtual CFO My work as a Virtual CFO includes reviewing general ledger accounts, reconciling bank accounts, recording transactions in QuickBooks and other accounting software, preparing Financial Statements, providing financial & business management advice for business owners, board of directors. I am an Expert in QuickBooks (all versions) with 20+ years’ experience setting up, maintaining all aspects of QuickBooks accounting. I also manage Accounts Receivable, Accounts Payable and process payroll via in-house systems, ADP, Paychex or other 3rd party payroll systems. I am very experienced in payroll tax preparation (941, State WH, Unemployment, W2, 1099, etc.). I have over 25 years’ experience in business strategy and analysis. Our firm has developed the Revenue Analysis & Profit Planning Analytics, which is designed to help businesses determine the optimum pricing structure, analyze other aspects of your revenue and determine whether your key cost factors such as payroll, contractors, etc. are set at the best possible levels to allow you to earn maximum profit. For the last 25+ years I have assisted business owners develop budgets, monitor their monthly financial performance versus their budgets, and adjust budgets where needed and/or identify effective ways to reduce operational costs so that the business operates within budget. I have 25+ years’ experience developing business plans both for management use and for use in securing funding. My business plans have assisted businesses raise $100 million combined over the last 5 years. I currently have 3 clients in negotiations for funding with investors/banks using business plans and/or prospectuses

Skills & Expertise

AccountingAccounting SoftwareAccounts PayableAccounts ReceivableAnalysisAnalyticsFinancial AnalysisFinancial StatementsManagementPayrollQuickBooksSoftware DesignTaxTax Preparation

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