Hire the Best Bookkeepers in Portland, OR

I have over 10 years of experience with companies of all sizes and industries. I have extensive experience in bookkeeping, reconciliation, preparing financial reports, A/R, A/P, payroll. I also provide advanced financial analysis, budgeting, and cash flow forecasting to help business owners make informed decisions and plan strategically. In addition, I support clients through mergers and acquisitions by conducting financial due diligence, valuations, and post-acquisition integration to ensure a smooth transition and accurate reporting. I am very tech savvy and can learn any new process or software I have not come across before. I have strong experience with QuickBooks, Excel, Gusto, ADP, A2X and many other third party applications used in bookkeeping. Basically - whatever money touches, I can help you with!

I Spent 7 Years Doing This for Other People's Clients. Now I'm Doing It for Mine. At my last firm, I managed the books for a rotating roster of clients — tech startups, small businesses, growing companies — all at the same time. Month-end close, financial statements, payroll filings, audit support. Not just data entry. The real stuff. Now I'm taking that same work directly to business owners like you. New to Upwork. Definitely not new to this. ━━━━━━━━━━━━━━━━━━━━━━ WHAT I ACTUALLY DO I'm a Senior Accountant with a BS and MS in Accounting and 15+ years of hands-on experience across CPA firms, accounting firms, and direct client work. I've handled the full picture — not just the bookkeeping layer, but the accounting layer underneath it that makes everything accurate and audit-ready. Here's what that looks like in practice: → Catch-up & clean-up (yes, even the scary messy ones) → Monthly bookkeeping and full-cycle close → Accounts payable and receivable → Bank and credit card reconciliations → Payroll processing and payroll tax filings → Financial statement preparation (P&L, balance sheet, cash flow) → Sales tax calculations and filings → 1099 and W-9 vendor management → QuickBooks Online setup, cleanup, and ongoing management → Audit support and documentation → Revenue recognition and GAAP-consistent reporting ━━━━━━━━━━━━━━━━━━━━━━ SOFTWARE I WORK IN ✦ QuickBooks Online (QBO) — QuickBooks ProAdvisor certification in progress ✦ Xero ✦ Microsoft Excel (seriously advanced — pivot tables, reconciliations, custom reports) ✦ Wave ✦ Multiple ERP systems ✦ Gusto, payroll platforms, and tax filing tools ━━━━━━━━━━━━━━━━━━━━━━ WHO I'M A GREAT FIT FOR Small business owners who are behind on their books and need someone to come in, assess the situation honestly, and get things clean without drama. Founders who are growing fast and need more than just a bookkeeper — someone who can actually read the financials and tell you what they mean. Business owners who've had bad experiences before and want someone reliable, communicative, and genuinely invested in getting it right. If your books are a mess, I've seen worse. If they're pretty clean, I'll keep them that way. Either way, I'm not here to judge — I'm here to help. ━━━━━━━━━━━━━━━━━━━━━━ HOW IT WORKS I like to keep it simple: 1. We hop on a quick Zoom so I can understand your business and what you actually need 2. I review your current setup and give you an honest assessment — no fluff 3. We agree on the scope, and I get to work I prefer fixed-price projects where possible, so you know exactly what you're getting. For ongoing work, I'll recommend whatever structure makes the most sense for your situation. ━━━━━━━━━━━━━━━━━━━━━━ A QUICK NOTE ON BEING NEW HERE I'm building my Upwork profile, which means I'm taking on first clients now and I'm genuinely motivated to do exceptional work. You get 15+ years of real accounting experience, two degrees, and someone who treats your business like it matters — because to me, it does. That's the trade. I think it's a pretty good one. ━━━━━━━━━━━━━━━━━━━━━━ Ready to get your books in order? Send me a message and let's figure out if we're a good fit. I respond quickly, and I don't do pushy sales calls — just an honest conversation about what you need.

I handle the ongoing financial operations of your business so it no longer lives on your endless-to-do list. You created this business, and the upkeep just isn’t where you want your time to go anymore. As a Financial Operations & Bookkeeping Specialist — with a hybrid background in accounting, business, and psychology, and more than two decades of owning companies myself — I understand what it takes to keep a business running, and what it costs when the financial backend isn't. I intentionally keep a small client roster so each business is well-managed, receiving consistent, high-quality service. Nothing feels diluted or rushed. And I only escalate items to your attention when absolutely necessary, or based on your preference. This isn't transactional work. I function as an ongoing operational partner. Someone who already knows your numbers, notices when something's off, and handles it before it becomes your problem. My experience is across QuickBooks Online, Wave, FreshBooks, Xero, & other cloud-based programs. Most clients hire me ongoing, typically 10–20 hours per month, depending on complexity. Some clients fall below that range once systems are established. Past clients described me as precise, dependable, and trustworthy — verified reviews below. New York roots, now remote from Portland, Oregon. Find me on LinkedIn. • B.S., Accounting & Business • M.S., Psychology • 20+ years operating multiple businesses • 15+ years in bookkeeping, finance, and operations HOW I LOWER YOUR MENTAL LOAD • Bookkeeping, account reconciliation, and CPA-ready records • Payroll (Gusto, QB, Square, etc.), sales tax, and 1099 coordination • Accounts payable and receivable • Cash flow, spending, and trend tracking • General ledger maintenance, journal entries, and balance sheet tracking • Budget setup, monitoring, and customized financial reporting • SOP development, workflow design, and process improvement • Partnering with CPA, attorney, fiduciaries, and financial advisor as needed • Addressing tax notices (in coordination with your CPA when appropriate) Scope varies by client — if you don't see something listed, ask. REAL CLIENT WINS After I began handling the financial operations: • the owner of a service business was able to step back from the financial details entirely and redirect her focus toward work only she could do, including writing and promoting her first book; • I transformed a scattered system into a clear workflow, which allowed a licensed professional to stop managing financial uncertainty, trust that the numbers were accurate and current, and turn his attention toward expanding into a second office; • both partners of a small professional firm had the freedom to spend more time with their families, present and uninterrupted; • my client lowered professional costs by making me the primary point-of-contact to his CPA, eliminating last-minute scrambling and financial reporting inconsistencies; • cash flow and spending patterns were easier for my client to understand, improving cash visibility and shifting finances from reactive to predictable. SECURITY PRACTICES • Strict Confidentiality & Privacy • Bitdefender Security & VPN • Dashlane password manager • Unique, strong passwords for every login, including Wi-Fi network • Two-Factor Authentication (2FA) • Encrypted cloud storage & transfer • Password-protected laptop with auto-lock • BitLocker drive encryption • Up-to-date OS and software • No shared devices • No use of AI, unless client directed • Cross-cut shredding paper policy for sensitive data • Professional liability insurance ----- You drive the vision. I handle the financial backend. Core areas: financial operations, bookkeeping, monthly close, account reconciliation, CPA-ready financials, ongoing monthly support, small business, entrepreneur, cash flow tracking, financial systems