Looking for an Audit-Ready Accountant Without the Big 4 Price Tag?
I'm a CPA with 5 years of external audit/accounting experience, including hands-on QBO bookkeeping - offering expert accounting solutions to help your business stay clean, compliant, and profitable. Here's what clients book with me:
--- QUICKBOOKS ONLINE (QBO) SERVICES ---
- QBO Setup
New company file configuration - chart of accounts, opening balances, bank feeds, and settings tailored to your business.
- Cleanup and Catch-Up
Fixing messy or backdated books - correcting miscategorized transactions, reconciling backlogs, and getting you current.
- Account Reconciliation
Monthly reconciliation of bank and credit card accounts so your QBO books match your actual statements.
- Continuous Bookkeeping
Ongoing weekly or monthly transaction recording, categorization, and maintenance - so your books are always up to date.
- Customized Reporting
Tailored QBO reports - P and L by class, cash flow summaries, aging reports - built around how you actually run your business.
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FULL-CYCLE ACCOUNTING SERVICES ---
- Accounts Payable and Receivable
Tracking what you owe and what you're owed - aging reports, follow-ups, and cash flow visibility.
- Accruals and Deferrals [CPA-level]
Period-end recognition of revenues and expenses so your financials reflect reality, not just cash movement.
- Fixed Asset Accounting [CPA-level]
Capitalization, depreciation schedules, disposal entries, and lapsing schedules in Excel or QBO.
- Payroll, Loans and Inventory
Payroll journal entries, loan amortization schedules, and inventory costing (FIFO, weighted average).
- Month-End and Year-End Close
Adjusting entries, trial balance, closing of accounts, and locked period management in QBO.
- Financial Statements Preparation [CPA-level]
Full set - Balance Sheet, Income Statement, Cash Flow Statement, and Statement of Changes in Equity - with notes under GAAP or IFRS.
- Audit Support and Workpaper Preparation [CPA-level]
Lead schedules, reconciliations, and audit-ready documentation - I know what auditors look for because I was one.
- Tax Filing Support and GAAP/IFRS Compliance
Year-end schedules for your tax preparer, plus books that meet the right accounting standards for investors or lenders.
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: 1 - 2 years
“There are just so many skills that the Filipino market has that they bring to the table. It's been amazing.”
Samori Coles
SEE MORE REAL RESULTS“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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