Years of experience: 9

IT⚖️ LegalFinanceBusiness OwnerProject ManagerTech Support

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Donna's Career Path
Senior AccountantJul. 2022 -
Oct. 2023
FirstService Residential ArizonaSenior Accountant
Managed financial records and bookkeeping for multiple Homeowners Associations (HOAs), ensuring accuracy and compliance with property management regulations. Processed and reconciled homeowner dues, assessments, and fees, maintaining accurate financial tracking. Handled accounts payable (A/P) and accounts receivable (A/R), ensuring timely payments to vendors and accurate invoicing for HOA mem...
Staff Accountant Feb. 2022 -
Jul. 2022
Khalsa Accounting, LLC Staff Accountant
United StatesPrepared and reviewed tax returns for individuals and small businesses, ensuring compliance with IRS regulations. Reconciled financial statements to ensure accurate reporting for tax filings. Processed accounts payable (A/P) and accounts receivable (A/R) to maintain organized financial records. Utilized QuickBooks Online (QBO) and Excel to manage bookkeeping tasks and generate financial repor...
Director of OperationsJan. 2022 -
Present
Modern Accounting ConsultancyDirector of Operations
Phoenix, Arizona, United StatesFounded and manage a specialized bookkeeping business serving medical and chiropractic professionals, including franchises like Nuspine. Provide full-cycle bookkeeping services, including bank and credit card reconciliations, transaction categorization, and financial reporting using QuickBooks Online (QBO) and Excel. Prepare profit & loss statements, balance sheets, and cash flow reports to h...

Donna's Posts

  • How I can help you

    I will assess your business's financial health, identifying cost-cutting opportunities and strategies to boost profits. By analyzing your profit and loss statements and balance sheets, I'll ensure your business is on solid ground.

  • People I am looking for

    Ideal Clients: - Law firms - Chiropractors

  • Experience & Cases

    Past Successes: - Boosted profits for small businesses - Streamlined financial operations

  • How to contact

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