Freelance Bookkeeper/Accountant & Notary at Selah 31 Accounting (2023-01 – Present)
Provide full-charge bookkeeping and accounting services to small businesses across construction, consulting, and service industries.
- Provide full-charge bookkeeping and accounting services to small businesses across construction, consulting, and service industries
- Prepare monthly, quarterly, and annual financial statements (P&L, Balance Sheet, Cash Flow) ensuring GAAP compliance
- Perform budgeting, forecasting, and variance analysis to guide client decision-making
- Manage AP/AR cycles, oversee collections, vendor negotiations, and client invoicing to improve cash flow
- Reconcile bank, credit card, and loan accounts; resolve discrepancies to ensure financial accuracy
- Process and review payroll (W2 & 1099) through platforms such as Gusto, Paychex, and ADP, ensuring tax compliance
- Oversee sales tax filings, 1099 preparation, and quarterly estimated tax reporting
- Conduct job costing and project accounting for construction and service-based businesses
- Implement and optimize QuickBooks Online setups, including Chart of Accounts, class tracking, and custom reporting
- Integrate and manage third-party platforms (PayPal, Stripe, Square, Gusto, Bill.com)
- Provide advisory services, analyzing financial data to recommend strategies for profit improvement and expense reduction
- Digitally organize and maintain compliance-ready documentation for audits and year-end reporting
- Offer Notary Public services for client contracts, affidavits, loan signings, and business documentation
Accountant at Iceberg Mechanical (2023-10 – 2024-07)
Led ERP system migration and implemented financial controls within QuickBooks Online, improving reporting accuracy by 50%.
- Led ERP system migration and implemented financial controls within QuickBooks Online, improving reporting accuracy by 50%
- Analyzed internal controls and optimized CRM integrations, aligning with SOX compliance to reduce financial risk
- Managed full-cycle accounting for $45M+ revenue stream, including monthly, quarterly, and annual closings
- Prepared and presented monthly financial statements to the CFO
- Streamlined month-end close processes, reducing time to close by 30% through automation
- Oversaw payroll, reconciliations, AP/AR, budgeting, and forecasting
- Led a cross-functional finance team to manage operational accounting strategy and accuracy
Senior Staff Accountant at Trinity Restoration and Consulting Inc. (2022-01 – 2023-08)
Directed financial operations for multiple entities with $10M+ annual revenue.
- Directed financial operations for multiple entities with $10M+ annual revenue
- Maintained cash-based and GAAP-compliant records; produced detailed financial statements
- Conducted forensic accounting to recover over $1M in misappropriated funds through SOX-compliant reviews
- Managed WIP, AP/AR, reconciliations, payroll and inter-company accounting practices
- Ensured contractor compliance by managing W9s, COIs, and lien waivers
- Prepared weekly and monthly reports aligning budget and revenue targets for executives
- Administered PEO payroll services (Frankcrum), including tax filings and compliance
Accounting Administrator at CO2 Monitoring LLC (2021-09 – 2022-01)
Oversaw receivables, payables, reconciliations, and payroll in QuickBooks Enterprise.
- Oversaw receivables, payables, reconciliations, and payroll in QuickBooks Enterprise
- Reduced outstanding liabilities by 40% by enhancing SOPs and automating collections
- Supported accountants with audit-ready reports
- Streamlined digital recordkeeping with SOX-aligned retention
Director of Administration at Better My POS (2016-08 – 2020-05)
Led implementation of PeopleSoft Financials with SOX and PCI compliance.
- Led implementation of PeopleSoft Financials with SOX and PCI compliance
- Managed multi-state payroll, reconciliations, tax filing, and HR onboarding
- Reduced AR aging under 3% and managed vendor contracts
- Directed IT, HR, and accounting strategies for 500+ business clients
IT Support Analyst, Technology at Merchant Link (2014-09 – 2016-07)
Provided compliance and technical support to 500+ POS clients.
- Provided compliance and technical support to 500+ POS clients
- Acted as SME for vendor integrations; developed documentation and training
- Consistently exceeded performance KPIs and improved cross-departmental processes
Technical Support Analyst - SME at Verizon Wireless (2005-10 – 2014-05)
Trained and managed technicians while leading system improvements.
- Trained and managed technicians while leading system improvements
- Recognized for sales achievements and technical resolution effectiveness