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Fractional CFO / Accounting / Bookkeeping | QBO ProAdvisor
license info:
QBO Proadvisor and Gusto Partner
offered virtually
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I engineer financial clarity, where QuickBooks, Xero, payroll, multi-state taxes, and CFO-level insights come together to not only keep you compliant but to drive growth.
For 30+ years, I have been the go-to for entrepreneurs, e-commerce sellers, real estate investors, agencies, service businesses & manufacturers/distributors who are tired of messy books and surface-level reporting. I have managed 9-figure budgets, reconciled tens of millions in transactions, and turned chaotic numbers into audit-ready, profit-focused systems.
The Full Accounting + Finance Stack
Bookkeeping & Cleanup
• QuickBooks Online (Certified ProAdvisor) • Xero
• Catch-up & cleanup for years of messy books
• Full-cycle bookkeeping: AR/AP, payroll, reconciliations
• Bank, credit card, and loan account alignment
Accounting & Compliance
• GAAP-compliant reporting • Sales tax filings • Multi-state filings
• IRS & state compliance (S-Corp, LLC, partnerships, nonprofits)
• Year-end books prepared for your CPA or audit
CFO-Level Advisory
• Cash flow forecasting, P&L analysis, budgeting
• KPI dashboards tailored for small businesses & e-commerce
• Strategic advisory: business structure, scaling, tax strategy
E-Commerce & Niche Expertise
• Shopify, Amazon Seller Central, Walmart, Etsy, TikTokShop
• Revenue reconciliation across sales channels + payment processors
• Real estate bookkeeping & rental property accounting
• Service industries: agencies, contractors, consultants
In summary: Whether you need basic bookkeeping or higher level financial clarity, I am your choice. I have the education, decades of experience working in all different niche markets, I am more effective and cheaper than hiring a full time employee. Why? I won't cost you payroll tax, benefits or the uncertainty of keeping that person. Plus, I am available 24/7/365. I don't have a "team". You will deal with me only and I work on regular monthly retainers.