Serves Boynton Beach, FL
35244
Hired 12 times
4 employees
26 years in business
$75/hour
5.0
This pro accepts payments via Cash, Check, Credit card, Venmo, and Zelle.
Introduction
Certified Public Accountant specializing in accounting and bookkeeping services, software implementation, and payroll. Bilingual in English and Spanish.
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Q&A
What education and/or training do you have that relates to your work?
Bachelor’s degree in accounting. Worked as Accounting Manager and CFO in the corporate world for over 20 years.
What types of customers have you worked with?
Sole proprietor, Partnerships, Corporations, and Not-for-Profits
What advice would you give a customer looking to hire a provider in your area of work?
As a CEO, president or founder of your company you need to focus more on products, customers and strategies and not so much on accounting functions that can easily be managed by your accountant. Ask your accountant to help assess the company's financial health. Seek bookkeeping services to ensure accuracy and efficiency! Here are some important reports you should review on a monthly basis to keep finances under control:
1. Bank and Credit Card Statements
2. Bank Reconciliation Report
3. Payroll Report
4. Key Balance Sheet Account Reconciliations
5. Spend by Vendor
6. General Ledger Journal Entries
7. P&L and Balance Sheets
Favorites
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