As a seasoned Chartered Accountant (CPA Canada & ACCA UK Member) boasting a decade of extensive North American corporate financial leadership, I offer a specialized skill set tailored to optimizing your company's financial landscape. With a track record of excelling in senior finance and accounting roles within publicly listed enterprises, as well as delivering meticulous bookkeeping, tax services, and financial reporting to enterprises of varying sizes, I bring a multifaceted expertise to your team.
Key Skills & Expertise:
Strategic Bookkeeping Mastery: Proficient in an array of financial software including QuickBooks, Xero, Wave, MS GreatPlains, NetSuite, Epicor, and Shopify, I maintain an unwavering commitment to precision in maintaining financial records.
Taxation Dynamo: My in-depth knowledge spans US and Canadian sales tax obligations, encompassing tax registrations, filings, and adept management of notices and correspondence with state departments. I possess a keen understanding of Economic Nexus and hands-on experience with Avalara & TaxJar.
Tax Compliance Virtuoso: Adeptly navigating the intricacies of US Corporate & Individual Tax Preparation & Filing, I am well-versed in Schedule C, 1065, 1120, 1120S, 1040, and 1040NR forms. I confidently utilize ATX, TurboTax Tax, and Drake software to deliver seamless tax solutions.
Dynamic Financial Reporting: I craft comprehensive monthly dashboard reports and reporting packages, seamlessly encapsulating intricate financial data within clear and concise financial statements.
Strategic Management Reporting: Adept at guiding businesses through the intricacies of budgeting, forecasting, and designing Key Performance Indicators (KPIs), I empower businesses to make informed decisions.
Financial Modeling Maven: With a knack for precision, I craft sophisticated financial models that illuminate future possibilities while mitigating risks.
Business Visionary: Leveraging my expertise, I am skilled at preparing business plans and pitch decks that command attention and lay a robust foundation for strategic growth.
Kashkeepers Inc. earns an estimated $43/mo. That's 0× the typical agency and more than 94% of everyone we track.