Portland, OR
Experienced Financial Controller with expertise in professional services, software as a service, and e-commerce. Services offered include, but are not limited to:
- Financial Reporting
- Bookkeeping (Quickbooks Online)
- Bank and balance sheet reconciliations
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What kind of accounting services do you provide?
I provide all aspects of accounting, bookkeeping, and payroll services including the following:
- Bookkeeping
- Accounts payable (paperless)
- Account receivable
- Financial Reporting
- Budgets and forecasts
- Sales tax filings
- Payroll setup and processing
- PPP loan reporting and filing assistance
Why is it so important for businesses to hire a great accountant?
Hiring an accountant allows you to not only get a ton of time back, but to have peace of mind knowing your records are secure and being tracked properly. Informed decisions allow you to budget, maximize profits, and eliminate areas that might not be providing your company with great returns.
What do you love most about your job?
I love being able to help small business owners achieve their dreams through informed decisions and analysis.
What inspired you to start your own business?
Small business owners have so much heart in their mission. My services allow them to focus on achieving their goals in the most cost-effective ways possible while being able to remain focused on their product and services.
Why should our clients choose you?
Clients should chose me because I not only have the education and professional experience, but I believe in them. I love empowering small business owners to follow their dreams and make well-informed decisions.
Financial Reporting
Financial Reporting packages to include Profit and Loss Statement, Balance Sheet, and Cash Flow Statement for any period.
Quickbooks Online Setup
Setup of Chart of Accounts, banking integration, and historic clean up.
Budgeting and Cost Analysis
Budgeting and cost analysis are the keystones to ensuring financial success in any business. We will discuss your goals, review historic information, and determine the best path to attain those goals.
Payroll and 1099 for Contractors
Payroll services for employees and contractor payments for non-employees. Year-end reporting to include W2s and 1099s.
Bookkeeping with Quickbooks Online (remote)
Quickbooks Certified Pro Advisor will conduct bookkeeping for your business.
Historic Clean Up and Review
Review of historic accounting and clean up to ensure books are simple and accurate.