Are you looking for an experienced financial professional to untangle your books, maintain flawless accounting, or prepare your business for tax season?
I provide high-quality bookkeeping and tax preparation services tailored to small and medium-sized businesses, e-commerce, and independent contractors.
With a strong background in economic analysis and extensive experience in cloud accounting, I help business owners take control of their financials, save time, and remain fully compliant.
What I can do for you:
1. Full-Cycle Bookkeeping & Clean-Up
• Catch-up and clean-up of historical data (months or years behind).
• Bank and credit card reconciliations.
• Categorization of income and expenses to maximize tax deductions.
• Chart of Accounts setup and optimization.
2. Financial Reporting
• Preparation of accurate Balance Sheets and Profit & Loss (P&L) statements.
• Monthly financial analysis to help you understand your cash flow and business performance.
• Clean, accurate reporting ready to hand over to your CPA.
3. US Tax Preparation & Compliance
• Federal and State tax return preparation.
• Multi-state sales tax tracking and compliance.
• Ensuring all deductions are correctly applied to reduce your tax liability.
Software Expertise:
• QuickBooks Online / Desktop
• Drake Tax
• MS Excel (Advanced data analysis)
Why choose my services?
• Accuracy & Attention to Detail: I look beyond the numbers to understand the mechanics of your business operations.
• Clear Communication: You will always receive transparent updates and actionable insights without complex financial jargon.
• Data Security: Your financial information is handled with the highest level of confidentiality and security.
Let’s get your books in perfect order.
Click 'Contact' to discuss your project requirements and find the best approach for your business.