KM Books and Consulting

Serves Portland, OR

35244

Hired 4 times

1 employee

17 years in business

$30/hour

5.0

This pro accepts payments via Cash, Check, and Credit card.

Next Service

Credentials

Background Check

Kendra Maley Middleton
Completed on 11/13/2019

Introduction

Hi there! You have found someone with 22 years of accounting experience including a degree from Portland State. I say accounting not just bookkeeping. I know the difference between a liability and expense, been through audit reviews and worked with CPA's. In addition, I have formerly been an accounting manager of a high level CBD company and a corporate cash accountant. I understand inventory and cost of goods sold and have a lot of experience with businesses who have inventory. I can provide accounting manager type services as well as the standard bookkeeping services. I have worked with Quickbooks and am certified online for over 6 years. I have a good understanding of both desktop and online and can help to fix any issues you might be having. I am also a forensic accountant happy to service anyone going through a divorce and need someone to look at financials. Please note I do not offer training services as I get a lot who ask me for this and Thumbtack does not let me see description until I accept. If you are wanting a regular accountant to book and reconcile transations and offer more than 5 hours a week, let's talk.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

50 per hour

What is your typical process for working with a new customer?

Meet and find out what services are needed, look at their books and analyze any issues, etc.

What education and/or training do you have that relates to your work?

Quickbooks online certified. I have a degree in accounting and have worked in the business for 15 years working with a lot of small businesses. I was a consultant for 3 years and have experience working in different industries and different people.

How did you get started doing this type of work?

I started a tax prep firm in 2005. I would get books clean and ready for tax returns.

What types of customers have you worked with?

Manufacturing, Marijuana, CBD, doctor offices, service stations, restaurants, hotels,

Describe a recent project you are fond of. How long did it take?

I worked on a store who had not done books or inventory for 18 months. I had to enter the sales and cost out the inventory and add inventory. Project took about 4 months.

What advice would you give a customer looking to hire a provider in your area of work?

Look at experience and different industries. A lot of people are bookkeepers but might not have an accounting education. Some bookkeepers only know expense and income but struggle with balance sheet concepts (ie bank accounts, loans, liabilities, equity). I have worked in both and know the difference between and expense and a liability.

What questions should customers think through before talking to professionals about their project?

The scope of the project, their needs, what kind of professional they want to hire. Do they want someone with a lot of experience or are okay with basic experience.