What we Bring:

    Enrolled Agent; granted unrestricted rights to represent taxpayers before the IRS.

    Certified QuickBooks ProAdvisor

    Education:
    MS Organization & Management
    Antioch New England Graduate School

    Experience

    1. Audit & Review preparation for non-profits.
    2. Filing 990 Returns
    3. 1099 and W-2 preparation
    4. Specialized Reporting for management
    5. COA streamlining and structuring
    6. Account reconciliation, including incoming and outgoing credit card accounts
    7. Program, Job and Profit tracking
    8. Grant Reporting
    9. Budgeting – Preparation and monitoring
    10. A/R and A/P monitoring
    11. Invoicing
    12. Purchase Orders
    13. Merging of companies
    14. Complete Payroll administration
    15. Balance Sheet adjustments
    16. Coordination of bookkeeping practices to meet CPA needs
    17. Training and Support on operation of Quickbooks software
    18. and more

    And An Understanding of your business