I am a father, husband and finance/accounting professional. I love spending time with my family, watching sports, and traveling. I have a passion for finance and accounting, and I want to optimize your business. 

 

My background:

- 9 years of accounting/finance experience

- Master's degree in accounting from Florida Atlantic University

- Bachelor's degree in finance from The University of Central Florida

- Certified QuickBooks Pro Advisor

 

Currently forecasting over $280m in revenue. Let me help you hit your business and personal financial goals. 

 

Additional detail into the services I can provide your business:

 

1. Getting Started: QuickBooks Setup

-Choosing the right plan for your business

- Setting up your Chart of Accounts

-Setting up customers and vendors

-Connecting your bank accounts and credit cards

-Customizing your QuickBooks for all of your business needs

 

2. Weekly Maintenance: Manage your bookkeeping

-Identify transactions from bank accounts, invoices, vendor receipts, and credit cards

-Record transactions with journal entries utilizing double-entry accounting

-Post transactions to the Chart of Accounts for easy reference and financial analysis

-Reconcile all accounts to ensure validity and accuracy

-Produce financial statements like Profit and Loss (P&L) Statement, Balance Sheet, and Cash Flow Statement

 

3. Clean Ups: Fix any mistakes and cleanup from previous bookkeeping

-Sometimes the books can be mismanaged or even neglected for a long period of time. That's why you hired us to help clean up the mess! Don't worry, we will comb through every transaction to ensure your bookkeeping clean-up is thorough and accurate. We run the numbers so you can run the business.

 

4. Fractional CFO Services: Guide the business to reach YOUR financial goals

-Virtual review of financial statements (P&L, Balance Sheet, Statement of Cash Flows, etc.)

-Cash Flow Forecasting (12 to 24-month projections)

-Budgeting (includes 12 to 24-month P&L projections)

-Goal Setting (business and personal financial goals are set and tracked every month)