I am a Financial Administration Consultant and trainer and full charge bookkeeper with extensive experience.  In addition to working with my own independent bookkeeping clients for the past 14 years, I’ve also worked in CPA’s offices, and have the knowledge and understanding to work with CPAs and deal with tax-related scenarios.  I have excellent office organization skills and the references to back up all my bookkeeping, tax, training, and administration experience and skills.
My QuickBooks experience includes a variety of functionality for a variety of different industries ranging from Small Business Start-Ups to Non-Profits, Law Firms to Film Festivals, and Consulting Businesses to Personal Finances.  In addition to all the standard elements:

  • Accounts Payable /Accounts Receivable
  • Bank & Credit Card Reconciliation
  • Month-End/Year End Financials
  • 1099 & tax filing preparations for both Cash and Accrual based systems
  • Budgets
  • Grant Reporting
  • Merchant Processing
  • Payroll Processing

I also have experience with more specialized circumstances, for example:  

  • Restricted Funds Accounting
  • Trust Accounting
  • Multiple Equity Account Tracking
  • Database Clean-Up
  • Unique report customization
  • Non Profit Audit & 990 Preparation
  • Fiscal Sponsorship

And one of the best assets about me?  If I don’t already know how to do something in QuickBooks (or any other software), I am quick and self-sufficient to use all possible resources to learn!

Want to explore how I might be able to help you or your organization with financial administration services?  Please reach out to me.