What benefits do I bring to your business?
- Experience in accounting and bookkeeping in multiple industries at both large and small companies as well as thorough knowledge of accounting software which accelerates learning virtually any business and any program.
- Advanced Proficiency in a wide variety of accounting & office software: Sage Intacct, Quickbooks (online and desktop), Sage 50, Netsuite ERP, Microsoft Dynamics NAV, Cyma, Zoho Books/CRM, Braintree, Authorize.net, Excel (including h/vlookups, pivot tables, graphs and charts), Word, Powerpoint, Outlook, Windows, Mac OSX and more.
- Excellent problem solving, communication, teaching, training and documentation abilities.
- Initiative to find what needs to be done, identifying efficiencies to cut costs and increase revenues wherever possible, tracking sales and operational trends for improvements and problem solving.
- Discipline and Organization to get all the routine tasks done right the first time and get you the details and reports you need to effectively manage your business.
- GAAP accounting and bookkeeping services for individual, single and multi-entity
- Financial and management reporting, budgets and forecasts for individual, single and multi-entity
- Software selection, implementation & transition
- Audit and tax work paper preparation
- Payroll and sales tax preparation and filing
- Setup/registration of new companies, LLCs, corporations
- State franchise tax/annual report filings
- Accounting process creation, documentation and training
- Forensic accounting
- Special projects such as clean-up/catch-up of data entry, bank reconciliations, creation/update of sub-ledgers, accruals
- Intacct Accounting IAP/VAR (Certified Implementation & Accounting Specialist)
- Quickbooks Online and Desktop (Pro and Enterprise levels)
- Zoho Books/CRM
- Netsuite Enterprise
- Sage 50 and 200
- Thomson Reuters CPA accounting and tax modules
- Experienced Excel user, v/hlookups, pivot tables, graphs, as well as exporting & configuring data from accounting software for consolidating financial presentations including intercompany eliminations as needed.
Sampling of clients:
- Strategic consulting firm working with Fortune 500 clients using Zoho Books/CRM
- Intacct implementation with ongoing accounting services for multiple clients in the healthcare, energy efficient lighting systems, HOA management and non-profit industries
- Social membership/magazine subscription business for expat families abroad using Quickbooks Online
- Technical staffing business using Quickbooks Online
- Doctor’s practice using Quickbooks Online
- Commercial property management for privately held firm using Sage 50