Talent Profile

QuickBooks Online ProAdvisor with 10+ years of experience supporting CPAs through clean, accurate, and well-documented bookkeeping. I specialize in catch-up and cleanup work, reconciliations, and maintaining CPA-ready books for year-end and tax preparation. My focus is reducing back-and-forth during tax season by delivering organized financials, clear documentation, and consistent processes CPAs can trust.

Senior Bookkeeper / QuickBooks Online ProAdvisor 10+ years experience | CPA-collaborative Prepare, clean up, and maintain CPA-ready books for small businesses and multi-entity clients, with a strong emphasis on accuracy, reconciliation, and documentation. Perform catch-up and cleanup projects (12–36 months) including bank and credit card reconciliations, balance sheet reviews, and correction of historical posting errors. Deliver monthly financial statements (P&L, Balance Sheet, supporting schedules) in formats designed for efficient CPA review and tax preparation. Collaborate closely with CPAs and tax teams to ensure smooth year-end handoffs, minimize follow-up questions, and reduce tax-season friction. Support payroll accounting (Gusto, QBO Payroll, OnPay), 1099 preparation, and bookkeeping process standardization. Provide clear documentation and notes so files can be reviewed confidently by CPAs, lenders, or auditors. Comfortable working behind the scenes or client-facing, based on CPA preference.

BSBA Concentration in Finance MBA