About Me
I have 20 years of experience in accounting, audit, IT and consulting. After receiving my undergraduate and master's degree from Texas A&M University, I worked at Ernst & Young in Dallas. After my time at Ernst & Young, I spent 6 years at Southwest Airlines Headquarters in the Internal Audit Department, finishing as a Project Supervisor. A move from Dallas to San Antonio provided opportunities to to work in a small corporate office in financial reporting and then as a Project Manager at a local CPA firm.
My goal is to help small businesses navigate the important, but often confusing, world of accounting and finance. Whether its oversight of your existing accounting department or full accounting services you seek, my job is to help you understand your finances to make the best business decisions possible. As your accountant, I will ensure your business is on the right track.
Let me take care of your accounting needs so you can focus on your business!
Services Offered
- Outsourced Controller including oversight of existing accounting function
- QuickBooks setup for new companies
- Conversion from QuickBooks Desktop (or other accounting software) to QuickBooks Online
- Full-service accounting with monthly, quarterly, and annual accounting including everything from coding transactions and depreciation schedules to account reconciliation and reporting
- Cash flow forecasting
- Financial Reporting including meaningful data, trends and comparisons as well as financial statements for Board of Directors
- Project Work including process documentation, controls reviews and accounting system integrations
- Coordination of EIDL, PPP, and other loan applications including PPP forgiveness applications
