Is your business spending too much time preparing spreadsheets, reconciling accounts, or manually organizing financial information?
I’m a local accounting professional based in the Wenatchee area, offering customized financial reporting and accounting workflow solutions for small and mid-sized businesses.
I have over 10 years of corporate accounting experience, primarily in the construction industry, along with additional exposure to tax preparation and healthcare financial reporting.
I enjoy finding ways to simplify complicated accounting processes, reduce repetitive work, and help businesses get more value from the financial information they already have.
Examples of My Work Are:
* Job Profitability Reporting: Developed an automated reporting process that reduced preparation time from approximately 4–5 days to about 30 minutes.
* Account Reconciliations: Created tools that compare financial information across multiple companies, identify discrepancies, and simplify monthly reconciliations.
* Journal Entry Automation: Built reusable templates that automatically populate journal entry information from existing accounting reports.
* Financial Data Consolidation: Developed reporting processes that combine information from multiple sources into organized, easy to review financial reports.
* Month End Reporting: Improved recurring accounting processes to reduce manual preparation and make monthly reporting more efficient.
Services I Can Help With
* Excel reporting and automation
* Financial data cleanup and organization
* Accounting reconciliations
* Job costing and profitability reporting
* Monthly financial reporting improvements
* Custom accounting spreadsheets and workflows
* Reducing repetitive accounting tasks
My focus is on improving the systems and tools your business already uses. Also, I do not sell or develop new software.
Local & Remote Services
I’m based in the Wenatchee area and welcome opportunities to work with local businesses throughout the Wenatchee Valley and surrounding communities.
Remote consultations are also available.
Whether you’re a construction company, small business owner, or accounting department struggling with time consuming spreadsheets, I’d love to hear about the challenges you’re facing.
Let’s see if there’s a simpler way to get the work done.
Please reply with a brief description of your business and the accounting or reporting process you’d like to improve.
**Currently working towards obtaining my CPA license.**