Hello,
I’m an experienced bookkeeper/accounting professional with more than eleven years of experience at top performing companies in a wide range of industries around the Bay Area.
My industry expertise spans from artificial intelligence software, computer manufacturing, restaurants, real estate, to retail, etc.
I am dependable, timely, and responsible; completing tasks with the utmost care and detail.
Your CPA or Auditor will appreciate the clarity and precision of my records.
Either cash or accrual basis accounting, I adhere to GAAP standards for a modern approach that is easy to scale up as you expand.
I find it fulfilling to see small businesses blossom while assisting management with understanding their financials to see how their funds are used so expenditure can be minimized.
My goals is to take care of the financial nitty-gritty while you focus on growing the company.
I am tech-savvy with any accounting or ERP system, I also specialize in Excel with large sets of data(Advanced formulas, pivot tables, graphs/charts/sparklines, macros).
A sample list of services provided:
-Setup & clean up-
Quickbooks Desktop to Online Transfer, vice-versa
Account setup, customization, and streamlining
Clean up and repairs
-Daily/Weekly/Monthly Bookkeeping Services-
Accounts Payable: check writing, bill paying, credit cards
Accounts Receivable: invoicing, customer statements, collections, cash management
Payroll processing, payroll tax payments/returns, 401k deposits, W2 forms, 1099
Month-end closing, posting journal entries, account reconciliations
Financial Statement reconciliation, reporting, and analysis
Inventory tracking, cost of goods sold management
Sales tax accrual and filing
-Other Services-
Business registrations
LLC formation and maintenance
Payroll system/timeclock setup
Bill.
com setup
QuickBooks training
Budgeting/Forecasting
Assistance with Federal/State/IRS Forms
Tax preparation
If this is what you are looking for, I can be contacted by email or phone.
My phone calls and text go through Google Voice to screen unwanted solicitations.
I am currently gainfully employed during the weekdays, so please leave a voicemail or text and I will get back to you as soon as I can.
I am available to meet onsite in the Bay Area or remotely.
Please do not hesitate to ask any questions you may have.
(669)500-0621