I am a U.S.-based Certified Public Bookkeeper (CPB) with an MBA and over 30 years of accounting experience, including eight years serving a diverse portfolio of small and mid-sized businesses in a public bookkeeping capacity. I work exclusively in QuickBooks Online.
What I offer:
- Full-cycle bookkeeping: transaction entry through month-end and year-end close
- Accounts payable and accounts receivable management
- Bank and payment account reconciliations
- Financial statement preparation (P&L, Balance Sheet, and supporting financial reports)
- QBO setup, cleanup, and chart of accounts organization
- Multi-entity bookkeeping and intercompany reconciliation
- Catch-up and historical cleanup
- 1099 management and year-end filing preparation
- Financial reporting and summaries for leadership
Industries served include: professional services, construction, healthcare, nonprofit, retail/e-commerce, technology/SaaS, hospitality, manufacturing, financial services, and agriculture.
I bring controller-level experience and public accounting depth to every engagement — whether you need ongoing monthly support or a one-time cleanup.