Portfolio

Managed end-to-end payroll processing for mid-sized companies using ADP and Gusto. Ensured accurate calculation of wages, taxes, and deductions, along with timely filings to maintain compliance with federal and state regulations.

Provided expert accounting consultations to prospective clients, understanding their unique needs and recommending tailored service packages. Streamlined the onboarding process for new clients, ensuring a smooth transition to Clear Ledger Accounting services.

Implemented comprehensive bookkeeping systems for new small businesses using QuickBooks Online and Xero. Focused on accurate transaction categorization and bank reconciliation to establish a solid financial foundation for growth.

Assisted clients with the preparation of financial statements and supporting documentation for tax filings. Ensured all financial data was organized and reconciled for efficient tax season processing.

Successfully migrated client financial data from desktop accounting software to cloud-based platforms like QuickBooks Online. Streamlined workflows and improved accessibility for remote teams and real-time financial visibility.

Developed custom financial reports and dashboards in Microsoft Excel and NetSuite for clients. Provided insightful analysis of key financial metrics to aid in strategic decision-making and performance monitoring.