Anne C.

Are your books "messed up"? I excel at cleaning up complex accounting messes. I will perform a detailed Diagnostic Review of your QuickBooks account and I share my findings and recommendations with you.

Your books might be done, but are they useful to you? If your P&L and Balance Sheet technically have the numbers but still don't tell you much, your reporting setup may be the problem. My diagnostic review includes ways to make your reports more useful. Better reporting means better decisions.

Are you looking for ways to increase profitability? Do you struggle with your company's financials? Do you want to make sure that you are doing things correctly? Do you struggle with cash flow management or just trying to make sense of complex data? Do you want an accountant that you can turn to for answers regarding accounting concerns and QuickBooks questions? Are you considering migrating from QuickBooks desktop to QuickBooks online?

If you replied Yes to any of these questions, I can help you! I will turn financial chaos into clarity and bring control and confidence to your numbers - giving you the insights and strategies you need to grow profitability and sustainably. I offer services tailored to your unique business needs, ensuring that you have the financial information required to make confident, informed decisions. I am an Intuit ProAdvisor Platinum member.

I offer full-cycle accounting services, CFO-level functions, training, troubleshooting, consulting, app integrations and more. Also I have performed dozens of QuickBooks desktop to QuickBooks Online migrations. Not only am I a strong accountant who is great at closing the books & reporting, I am an operational accountant who understands the purpose & mechanics of business.

I have 30 years of accounting experience. I have held such positions as VP of Finance, CFO, Controller, Accounting Manager, etc - primarily in the banking / credit union industry. In addition, my experience ranges from start ups and small businesses all the way up to and including multi-national corporations and Fortune 100 concerns. I have extensive experience with numerous accounting software packages including all versions of QuickBooks, Xero, FreshBooks, NetSuite, etc.

My experience includes handling all aspects of AR & AP, payroll processing, processing payroll, full-scope controllership, budgeting and budget variances, short & long-term strategic planning, financial analysis, cash flow monitoring, preparing/reviewing tax fillings, project cost accounting, maintaining fixed assets and depreciation schedules, preparation of financial reports, performing month-end close, invoicing and collections, and much more. In addition, my computer skills are highly refined.