About me.
As a virtual financial strategist, meticulous bookkeeper, accountant and property manager I have an all around business manager mindset.
I help start ups get organized and put the systems in place that will help them succeed. I help small businesses increase their profit by optimizing their bookkeeping and by providing actionable data they can use to grow their business and reduce their tax liability.
I have extensive and diverse experience in financial administration, accounting, project management, document management, auditing and customer relations related work that also comes in handy in working with bigger or more established businesses.
I also have a unique skill set for property management. I specialize in furnished mid-term rentals that serve 3 major markets, travel nurses, corporate accounts and homeowners insurance.
★ ★ ★ ★ ☆
4.7 from 10 reviews
100+
Projects Completed
IRS Audits, business administration, implementation of SOP’s, slide show presentations, worker training, bookkeeping, accounting, price margin improvements, sales tax return filings and so much more.
250%
Company Growth
Clients who have followed my guidance or granted me full access to their business have experienced significant growth in their net revenue. Additionally, I’ve successfully recovered $1.5 million in revenue losses and uncollected payments for them..
20+
Years of Experience
I give my clients over 120 hours a year back of their time so they can focus on areas of their business that they handle best because my vast knowledge and experience has them covered in other areas of their business.
Area of Practice
These are just some of the areas of practice, experience and knowledge that will take stress off of you.
01
Accounts Payable
Process your bills and set up payments, organize and provide an overview of your expenses at a glance.
02
Accounts Receivable
Apply payments received to the corresponding invoices and follow up on unpaid invoices.
03
Reconciliation
Reconcile your bank accounts and or credit cards to make sure all debits and credits have been accounted for.
04
Sales Tax Returns
Prepare, file and process your payments quarterly to the department of tax and fee administration and/or set up prepayments for your e-commerce business.
05
IRS Audit Representation
I will work with the auditor assigned to your case and mitigate the risk in assessment of additional tax, penalties and interest.
06
Financial Planning
I will work with you to create a personalized plan to help you achieve your financial goals.
Our Amazing Team
I have partnered up with Tax Accounting and Business Professionals that can help set up your business to win and reduce your tax liability.
Tax Accountant
Tax Tactics
Professional tax accountants to help you strategically reduce your tax liability.
Business Solutions
Augmentus Business Solutions
CPA and team of financial advisors to help incorporate and build credit for your business needs.
Power BI Finance
Coming Soon
A powerful platform that allows you to see your business from a dashboard so you can better understand your numbers.