Hire the Best Bookkeepers in New Mexico

My firm name says it all: Freeform Finances LLC I look forward to connecting with each client, so that I can specialize in working to meet their communication and timing needs. For tax clients, I ask lots of questions, making sure we have everything needed for each estimate or return. And for bookkeeping overhauls, I strive to ensure the books fit the boxes needed with excellent organization, while giving clients the customized experience that works best. I am a CPA (Certified Public Accountant) since 2018, with extensive experience working for over 10 additional years as a full charge Certified Bookkeeper. Thank you for the opportunity to connect and see if my services are a match for your needs.

Expert Bookkeeping and Advisory Services | Tax-Ready Books & Clear Financial Insights | Bringing Peace of Mind Through Clarity My goal in working with you (as well as any client) is to increase profit, bring clarity to the numbers, and offer peace of mind around the financial reporting. I act as a support system for your business decisions - identifying unnecessary expenses, streamlining where I can, and helping you understand your financial metrics so you’re equipped to move your business forward. Below are some of the accomplishments I can bring to any position: I have 4 Quickbooks Online ProAdvisor Certifications: QBO Payroll, QBO Level 1 & Level 2, and Intuit Bookkeeping Certification. In my own business, I’ve built financial systems from scratch, ensuring profitability from day one — I understand both the corporate world and the small business owner’s challenges. At Yeti, I led changes that saved $1.8M annually while improving service levels to 98% — that same focus on efficiency and clarity is what I bring to managing small business finances. At Nautilus, I directed $15M in budgets and helped grow revenue from $107M to $226M — I now help small business owners apply those same growth principles on a scale that fits their business.

Accountant with CPA, governmental, and corporate accounting experience. Invoicing, accounts receivable, accounts payable, general ledger, forecasting & budgeting skills.

I’m Jason, a U.S.-based CPA with over a decade of experience helping nonprofits and small businesses bring order, clarity, and confidence to their finances. Whether you’re managing donations or chasing invoices, I help organizations get their books in shape and their systems running smoothly—so you can make smart decisions without second-guessing your numbers. What I offer: QuickBooks Online cleanup and monthly close routines Accurate, timely financial reporting and reconciliations Audit prep, budgeting, and cash flow projections I work with nonprofit leaders, solo founders, and growing teams who are ready to level up their financial operations but don’t need (or want) a full-time CFO. My approach is responsive, professional, and collaborative—think controller-level guidance with the flexibility of a fractional hire. You’ll get clean books, smart insights, and zero runaround. Let’s connect if you’re ready to hand off the accounting and focus on what you do best.

Experienced and seasoned Tax Accountant and Tax Advisor specializing in small business start-up, taxes and accounting; tax preparation, planning and review work of every kind. Every small business should minimally have a quarterly business review. I have over 30 years experience in tax accounting preparing entities of all kinds including individuals 1040, corporations, partnerships, estates and trusts and Non-profits, specializing in small to medium sized businesses. Admitted to practice before the IRS; 20 years experience with Tax resolution, Audits and collections. General ledger and cost accounting, reconciliation, monthly and year end financial statements. Consultation with business start-ups and entity election. I've worked as a Sr. Tax advisor for a large online accounting firm. bookkeeper; Quickbooks Pro-Advisor, versatile with Quickbooks - All versions including online, AccountingSuite and XERO. Specialized training and expert in cannabis accounting including CBD, hemp and marijuana businesses. Also experienced with Crypto currency - Virtual currency trading and non-trading income. I enjoy tax and accounting work and have 34 years in this type of work. I speak tax.