Jim W.

-Quickbooks Certified ProAdvisor

For over five years, I have run a small bookkeeping firm with clients in multiple industries including e-commerce, SEO optimization, consulting, medical, etc. I do full-scale cleanups as well as monthly reconciliations. I create and customize KPI scorecards so that we can deliver important information to business owners quickly.

Before I started my own firm, I spent five years with a publicly traded manufacturer helping with project management and accounting functions in a fast-paced environment. I was involved with numerous company acquisitions that required importing thousands of lines of data from multiple systems and ensuring that relevant and important information was never lost. We also launched a program to move all expense reporting from paper to an online system allowing employees to be reimbursed faster and more accurately while allowing a substantial time reduction on our corporate staff.

Corporate projects -
Reconciled and analyzed 10-15 separate bank accounts that involved millions of dollars moving daily.
Helped lead year-end audit projects to make sure financial results were reported per SEC guidelines.
Amortized and reconciled roughly $1 million in prepaid expenses monthly.
Set up journal templates and a chart of accounts for Amazon sellers specifically to help capture Amazon's fees in total.
Turned around financial statements in a matter of days to help new clients secure funding.
I have experience creating cash flow project sheets and other more customizable reports in Google Sheets.

I am familiar with CollaborateMD, Ramp, Concur and do reconciliation work for Quickbooks Enterprise.