Current Employment Status:
Hired Part Time on May 4, 2022
I am a Certified Public Accountant (CPA) with over 10 years of experience in bookkeeping, financial reporting, and tax preparation. I specialize in helping real estate investors and service-based businesses maintain accurate financial records, stay tax-compliant, and maximize their profits.
My expertise includes full-service bookkeeping, bank reconciliation, financial reporting, and tax preparation for individuals and businesses. I have extensive experience working with QuickBooks Online, Xero, NetSuite, and Wave, ensuring that financial records are always up to date and tax-ready. I also assist with payroll structuring and expense optimization to help businesses reduce tax liabilities and increase profitability.
For real estate investors, I provide specialized accounting support, including tracking rental income and expenses, leveraging depreciation, implementing 1031 exchanges, and optimizing passive and active income strategies. For service-based businesses, I ensure clean books, accurate tax filings, and strategic financial planning to help them scale effectively.
I have worked with clients in various industries, including real estate, e-commerce, digital agencies, medical professionals, and consulting businesses. My goal is not just to manage numbers but to help business owners make informed financial decisions that support their long-term growth and financial success.
If you are looking for a detail-oriented, reliable, and results-driven accountant who understands your business, I would love to help. Let’s work together to streamline your finances and optimize your tax savings.
Experience: Less than 6 months
Experience: Less than 6 months
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