About

• QBO migrations ensure smooth transitions with structured accounts. • Quick resolution of accounting issues and workflow optimizations. • Monthly processes are robust and board-ready. • Expertise in AP automation and multi-client support.

Cases & Experiences

• Cleared 500 unapplied items for an association in one week. • Reduced month-end close time from 20 to 7 days for a group. • Rebuilt a decade-old QuickBooks Desktop file for seamless QBO transition. • Resolved billing issues, reducing unpaid invoices by 34%.

Work Order

• I help clean up and structure messy books. • I facilitate seamless transitions from Desktop to QBO. • I set up AP automation tools like BILL. • I run effective monthly closures and create leader-friendly reports. • I build clear budget models and cash flow plans.

How to contact