In Sync Accounting

We provide cloud accounting, accurate bookkeeping, and CFO-level financial insight to help growing businesses gain clarity, improve cash flow, and make confident decisions as they scale.

Overview

If you’re a growing business that needs financial clarity, not just clean books, you’re in the right place. I’m a licensed CPA with 15+ years of experience providing fractional CFO advisory and outsourced controller services to growing businesses that want accurate financials, better decision-making, and scalable accounting systems. I’ve held senior roles including Senior Accountant and Accounting Director, and I now partner with business owners who want a proactive finance leader—without the cost of a full-time CFO or Controller. What I Help You Do: 🔶Understand what the numbers actually mean 🔶Improve profitability and cash flow 🔶Build reliable monthly financials you can trust 🔶Put systems and controls in place so accounting runs smoothly 🔶Stop reacting to finances and start planning confidently 📊 Fractional CFO / Financial Strategy 🌟Financial analysis & KPI tracking 🌟Cash flow forecasting & budgeting 🌟Profitability and margin analysis 🌟Strategic planning and advisory 🌟Owner decision support & scenario modeling 📘 Outsourced Controller & Accounting 🌟Monthly bookkeeping & close (QuickBooks Online, Xero) 🌟Accounting cleanup & catch-up projects 🌟Oversight and management of accounting staff 🌟Process improvement & internal controls 🌟Financial statement preparation & review 🌟Ongoing accounting quality control 🚀 Technology Stack for Accounting, FP&A & Reporting I leverage top-tier accounting, ERP, and FP&A software to streamline operations, optimize financial performance, and deliver actionable insights: 🌟Accounting & ERP: QuickBooks Online, Xero, NetSuite, Sage Intacct, Microsoft Dynamics 365 🌟FP&A & Planning: Vena Solutions, Anaplan, Prophix, Cube, Planful 🌟Reporting & Analytics: Fathom, Spotlight Reporting, Advanced Excel (pivot tables, macros, modeling) 🌟Payroll & Expenses: ADP, Gusto, Paychex, Bill, Melio, Expensify, Concur From small businesses to mid-market enterprises, I help organizations implement systems, automate workflows, and make smarter, data-driven financial decisions.

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Services

Accounting & Bookkeeping

We provide ongoing cloud-based accounting and bookkeeping for growing businesses that need accurate, reliable financials. From daily transactions to monthly reconciliations and reporting, we ensure your books are clean, consistent, and ready to support confident decisions.

Other - Accounting & Consulting
Financial Planning

Skills

Financial Accounting
Financial Analysis
GAAP
Sage Intacct
QuickBooks Online
Xero
Cash Flow Analysis
Forecasting
KPI Metric Development
Payroll Accounting
Budget Management
Accounting
Accounting Advisory
Budget

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Upwork activity

Hourly rate

$50.00

Minimum project size

$1K+

Total earned

$300+

Total hours

4

Total jobs

3

Member since

Jan 18, 2026

Company information

Agency size

2-10 workers

Year founded

2023

Client focus

Medium business

Very small business

Small business

Languages

English: Native or Bilingual