Personalized accounting and finance services for your small business
I’ve worked with
Meet the Team
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About me
I’m a finance and accounting professional with hands-on experience driving day-to-day processes and monthly closes for small businesses.
Most recently, I worked extensively with medical device start-up CathWorks, owning monthly journal entries, AR, AP, account reconciliations, and cash flow management, helping grow the company to the point of acquisition by Medtronic.
I’m proficient with Oracle NetSuite, SAP, QuickBooks, or whatever else you can throw at me ;).
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My services
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I will own your monthly close by posting accrual and reclass journal entries, reconciling bank and balance sheet accounts, cleaning up the general ledger, and reviewing income statement and balance sheet trends.
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I can handle your entire accounts payable workflow, including managing all emails with vendors, reviewing and coding invoices, and preparing actual payments to vendors.
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I’ll own your full accounts receivable process, including managing all emails with customers, applying cash payments, and performing daily bank reconciliations.
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I will maintain your day-to-day accounting records by posting transactions, categorizing expenses, reconciling key accounts, and overall maintaining an accurate general ledger between monthly closes.
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I can manage your expense reporting process end-to-end, including reviewing and coding employee expense submissions, enforcing policy compliance, and scheduling reimbursements.
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With years of experience working for small and large businesses both as a consultant and employee, I’m more than happy to discuss any additional accounting and finance-related services your business may need.
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