Hire the Best Xero Specialists in San Diego, CA

I work 1-on-1 with each client to understand their unique business needs, objectives, and concerns. With over 8+ years of bookkeeping and accounting experience across industries like property management, software development, hospitality, e-commerce, marketing, and clean energy, I help business owners get their books accurate, up to date, and structured in a way that delivers meaningful financial data for smarter decision-making. By working with me, you save time, money, and energy so you can focus on growing your business. I place a strong focus on accuracy and my expertise spans: • Full-cycle bookkeeping & monthly account reconciliation • Accounts Payable & Accounts Receivable management • Invoicing & collections follow-up • Detail-oriented reconciliations & error-free record keeping • Financial statement preparation (P&L, Balance Sheet, Cash Flow) • Budget vs. actual & variance analysis • Catch-up and cleanup bookkeeping • QuickBooks Online (Advanced) & Xero • AppFolio (property management accounting) • MS Excel (XLOOKUP, VLOOKUP, Pivot Tables, financial modeling) • Clear, responsive communication & customer service I'm a Certified Public Bookkeeper (CPB) candidate through the National Association of Certified Public Bookkeepers (NACPB), and I stay current on accounting standards and best practices as the industry evolves. I deliver accurate, detailed work on time and at a competitive rate, and I'm always excited to build long-term relationships with clients, whether you need ongoing monthly support or a one-time cleanup project.

5+years of experience with bookkeeping, specifically working with QuickBooks and Xero. I will efficiently manage all aspects of accounts payable, accounts receivable, allocate your bank feeds, complete all bank reconciliations, & prepare a complete set of financial statements as needed. My goal is to make sure that you as a business owner have your finances consistently organized and available to review at any point throughout the year! With my bookkeeping services, this will result in you having the tools to make informed business decisions at any time needed. Projects I can assist with also include: - 1099 contractor tax filings - Bank feed categorization catch-up - AR Collections reconciliations - Annual Bank Reconciliation catch-up - Expense Management - Financial Reporting I strive to provide efficient and high quality work by building a relationship of open, direct communication and transparency to elevate organizational productivity. I place a strong strategic focus on developing a positive relationship with my clients whether their needs are short or long-term.

𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲𝗱 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 + 𝗖𝗹𝗲𝗮𝗻 𝗕𝗼𝗼𝗸𝘀 = 𝗛𝗶𝗴𝗵𝗲𝗿 𝗣𝗿𝗼𝗳𝗶𝘁𝘀 If your books are behind, your reports don't make sense or you're not really sure where your money is going, you're not alone. That's exactly the kind of situation I sort out for business owners every day. I've spent 17 years doing this work and the clients who get the most out of working with me are the ones who are tired of guessing. They want clean numbers, clear reports and a business that doesn't fall apart the moment they step away. QuickBooks Online is my expertise, whether you need a full year of cleanup, a migration from Xero or Wave, a fresh setup from scratch or just someone reliable handling it every month, I've done it all. I can also manage your Gusto payroll end-to-end and work hand-in-hand with CPAs when tax season comes around, so nothing slips through. The operations piece is what sets me apart from most bookkeepers. I don't just fix your numbers, I build the systems around them so your business can actually run without you being in every conversation. SOPs, onboarding flows, automations, delegation frameworks, I document and set up the stuff that's currently living in your head. What I can help you with: ✅ QuickBooks Online: Setup, Complete Cleanup & Full Cycle Bookkeeping Your QBO is a mess, years behind or was set up wrong from the start? I'll fix it and keep it clean going forward. ✅ Migration to QuickBooks Online Moving from Xero, Wave or spreadsheets; I handle the full transition without losing your data or history. ✅ Monthly P&L, Balance Sheet & Cash Flow Reports You shouldn't be running blind. I deliver clean, customized reports every month so you always know where you stand. ✅ Budget vs. Actuals Reporting See exactly where you're over or under budget, so you can make adjustments before small variances become big problems. ✅ Cash Flow Forecasting Reports Stop being surprised by slow months. I build forward-looking cash flow reports so you can plan ahead with confidence. ✅ Job & Project Profitability Reports Not sure which clients or projects are actually making you money? I break it down so you can double down on what works. ✅ Year End & Tax Ready Reports No more scrambling in Q1. I keep your books CPA ready all year so tax season is just another month. ✅ Gusto Payroll: Processing & Compliance W2s, 1099s, filings, tax deposits, handled correctly and on time, every time. ✅ Accounts Receivable & Payable Management Chasing invoices and losing track of what's owed? I put a system in place so nothing falls through the cracks. ✅ Account Reconciliation Bank, credit card, merchant accounts, all reconciled and accurate so your reports actually reflect reality. ✅ SOPs, Workflow Systems & Automation If your team relies on you for everything, that's a systems problem. I document processes and set up automations so they don't have to. ✅ Team Onboarding & Delegation Frameworks Scaling but can't let go? I build the training and handoff systems that make delegation actually work. Platforms: QuickBooks Online · Gusto · Xero (migration) · Wave (migration) · Google Sheets · Stripe · PayPal · Square Results I've delivered: 🔴 99.9% reconciliation accuracy, consistently 🔴 $150K+ in missed income recovered through audit corrections 🔴 35% reduction in overdue receivables 🔴 100% payroll compliance, no late filings, no penalties 🔴 60+ hours/month saved through streamlined workflows 🔴 $500K+ in retained revenue through process improvements 🔴 40% faster client onboarding after SOP implementation If you're tired of not knowing your numbers or knowing them but not having the time to fix them, let's talk. Send me a message and we'll figure out exactly where to start. 📩

I’m the founder of webmoz.ai, where I’m building AI agents to help automate the back-end of modern businesses. While I grow that out, I’m keeping cash flow solid by freelancing - doing what I’ve done for years: streamlining operations, integrating tools, and automating business processes. I’ve spent the last few years helping founders and teams get out of the weeds by connecting their systems, removing repetitive tasks, and making their tools work together. Now, as an AI developer, I bring a new layer of intelligence to that automation - from smart workflows to AI agents that can take action inside the tools you already use. I work across whatever tools your business runs on - Webflow, Shopify, Zapier, Stripe, Google Cloud Platform, OpenAI, and pretty much anything with an API. Whether it’s building internal dashboards, connecting platforms, or embedding AI into your processes, I can make it happen. If you want your systems to feel like they just work, I’d love to help. Certifications: ○ Celigo API Mastery Level 4 - Legendary Certification ○ Webflow 101 Certification ○ Webflow CMS Level 1 Certification ○ Webflow Layout Level 1 Certification ○ Webflow Layout Level 2 Certification ○ Quickbooks Online Certification