Joe E.

🎓Wharton Graduate.
🎓Stanford Graduate.
🏆CFO of a Billion-Dollar Company.
🏆Managing Director of a $100mm Real Estate Investment Firm.
🏆VP at a $2B PE Fund.
🏆Finance Professor at UCLA

Services I Offer:

✅Full Charge Bookkeeping: Managing day to day transactions, categorization, and financial recordkeeping with precision.
✅Catch-Up & Clean-Up Bookkeeping: Restoring messy or months-behind books to clean, accurate, audit-ready records.
✅Month-End & Year-End Close: Delivering accurate, timely closes so you always know where the business stands.
✅Bank & Credit Card Reconciliation: Keeping every account tied out and error free.
✅Financial Statement Preparation: Producing GAAP compliant P&L, balance sheet, and cash flow statements.
✅QuickBooks & Xero Setup, Cleanup & Migration: Building or restoring clean, accurate books from the ground up.
✅Accounts Payable & Receivable Management: Streamlining invoicing, collections, and vendor payments to protect cash flow.