Hire the Best Bookkeepers in Arizona

Thank you for considering me for your next project or long-term partnership. Over the last 7+ years on Upwork, I have worked with business owners across a wide range of industries helping them build stronger financial systems, clean up messy books, improve reporting accuracy, and most importantly — better understand the financial side of their business so they can make confident decisions. While many professionals on this platform focus strictly on bookkeeping or accounting, I bring a very different perspective. I combine over 20 years of corporate leadership experience, including 18 years as a Senior Manager with a Fortune 500 company, with 7 years of hands-on experience building and operating my own small businesses. That combination gives me something most traditional accountants and fractional CFOs simply do not have: A real-world operator’s perspective. I understand what it actually feels like to run a business, manage cash flow, make payroll, scale operations, manage teams, navigate uncertainty, and make difficult decisions while balancing growth and profitability. I know what keeps business owners up at night because I live it myself. I am not your traditional accountant who simply categorizes transactions and sends reports at month-end. I work alongside business owners as a financial partner focused on helping answer questions like: • Where is cash leaking in my business? • Can I afford to hire another employee? • Why is revenue growing but cash flow still tight? • What are my margins actually telling me? • How do I build better financial systems to scale? • What decisions should I be making based on my numbers? My background started with earning my Accounting degree from Elon University, followed by over a decade specializing in bookkeeping and financial management while becoming a Certified QuickBooks ProAdvisor. Over the years I have developed deep expertise supporting: • Service-Based Businesses • Digital Marketing Agencies • E-Commerce Businesses • Nonprofits • Growing Small Businesses Preparing To Scale I provide both traditional bookkeeping support as well as Fractional CFO and financial advisory services designed to help owners move beyond simply “keeping the books” and start using their financials to make better strategic decisions. Services I provide include: • Fractional CFO Services • Cash Flow Forecasting & Management • Financial Strategy & Growth Planning • Profitability Analysis • KPI Development & Business Performance Reporting • Budget Creation & Financial Planning • Financial Process Improvement & Operational Analysis • QuickBooks Online Setup & Optimization • Monthly Bookkeeping & Account Reconciliation • Accounts Receivable & Accounts Payable Management • Payroll Solutions • Historical Cleanup & Catch-Up Bookkeeping • Transaction Categorization & Chart of Accounts Design • Monthly Financial Reporting (P&L, Balance Sheet, Cash Flow Statement) I pride myself on being highly responsive, proactive in communication, and genuinely invested in helping business owners build stronger companies. At the end of the day, clean books are important. But understanding what your numbers are telling you is what truly drives growth. I look forward to learning more about your business and discussing how I can help support your goals.!

BOOKKEEPING THAT IS BUILT FOR TAX TIME Most bookkeepers focus on recording what already happened. I look at the bigger picture. As a Tax Professional and QuickBooks Online Specialist, I manage your books with the tax return in mind from day one. That means cleaner financials, fewer surprises at tax time, better visibility into your business, and books that are actually ready when it is time to file. ────────────── QUICKBOOKS CLEANUP & CATCH UP Behind on your books? I specialize in untangling messy QuickBooks files, reconciling old accounts, correcting miscategorized transactions, fixing unapplied payments, and cleaning up balances that simply do not make sense. ────────────── MONTHLY BOOKKEEPING I can manage your day to day and monthly bookkeeping, including: • Bank and credit card reconciliations • Transaction categorization and review • Accounts payable and accounts receivable • Invoicing and bill management • Profit & Loss and Balance Sheet reporting • Month end review and cleanup The goal is simple: accurate books that stay accurate. ────────────── PAYROLL & 1099s From payroll setup to year end reporting, I can help keep your payroll and contractor records organized and compliant. • Payroll setup and processing • Payroll reconciliations • Contractor tracking • 1099 preparation and filing • Federal and state payroll support ────────────── TAX PREPARATION This is where my approach to bookkeeping is different. Because I also prepare business and individual tax returns, I understand how the activity inside QuickBooks ultimately flows into the tax return. I work with: • Individual tax returns • Sole proprietors and Schedule C businesses • Partnerships • S Corporations • LLCs I understand the connection between your books, payroll, owner distributions, K 1 reporting, basis, and year end tax preparation. ────────────── TAX READY FINANCIALS Your books should not need to be rebuilt every March. I review your Chart of Accounts, transaction classifications, reconciliations, and financial statements throughout the year with tax preparation in mind. This helps catch problems earlier and creates a much smoother transition from bookkeeping to tax filing. ────────────── WHY WORK WITH ME? I am not here just to categorize transactions and send you a P&L. I want you to understand where your business stands, know that your numbers are reliable, and have someone who can identify problems before they turn into expensive cleanup projects. Whether you need years of books cleaned up, reliable monthly bookkeeping, payroll support, tax preparation, or someone who can handle the process from QuickBooks through the tax return, I can help. Message me or book a consultation and tell me what is going on with your books. I am happy to start by reviewing your QuickBooks file and identifying exactly what needs attention.

I am a results-driven Financial Controller with extensive experience managing multi-location, multi-state financial operations. I specialize in accurate recordkeeping, reconciliations, and financial oversight while maintaining a strong focus on process improvement and operational efficiency. I thrive in fast-paced, deadline driven environments and have a proven track record of exceeding expectations, strengthening internal controls, and delivering reliable financial insights that support business growth. ✔ Multi-location & multi-state financial oversight ✔ Day-to-day accounting, reconciliations, and financial reporting ✔ Strong leadership with progressive team building and management experience ✔ Consistent record of exceeding goals and meeting tight deadlines ✔ Process improvement and workflow optimization across accounting systems ✔ Expertise in QuickBooks (desktop and online), ADP, Zoho, FreshBooks, Wave, Gusto Accounting Link, Tekmetric, and more ✔ Ability to adapt quickly to new systems and scale financial operations efficiently I am passionate about bringing structure, clarity, and control to financial operations while partnering with leadership to drive informed, strategic decision-making.

Construction accounting professional with extensive experience supporting all construction companies. I specialize in helping contractors maintain accurate financial records, improve job profitability, and gain clear visibility into their business performance. Services: • Construction Accounting & Job Costing • Bookkeeping • QuickBooks Desktop Enterprise & QuickBooks Online • Accounts Payable & Accounts Receivable • Bank & Credit Card Reconciliations • Payroll Processing • Financial Reporting • Work-in-Progress (WIP) Reporting • Budgeting & Cash Flow Management • Sales Tax Compliance • Cleanup & Catch-Up Accounting Projects • Buildertrend Integration & Support