These are real engagements. Client names and figures are withheld to protect confidentiality, and I have not attached numbers I cannot share. I am happy to describe any of them in more detail on a call.
Finance operations for a US home care agency
Situation. A growing agency needed one person to own bookkeeping, payroll and audit support as volume increased.
My contribution. Finance Manager since 2020: full-charge bookkeeping, weekly and biweekly payroll, month-end reporting, audit coordination and written procedures.
Result. A finance function that closes every month, supports external audit and runs to documented procedures.
Multi-year QuickBooks Online cleanup
Situation. A business had several years of records that had never been properly reconciled.
My contribution. Reviewed the general ledger from the earliest affected year, reconciled accounts, corrected postings and set up a repeatable monthly process.
Result. Books the owner could rely on, and a process to keep them that way.
Bookkeeping, sales tax and payroll for a multi-company e-commerce owner
Situation. Two related businesses selling through Shopify and Amazon, with sales tax obligations and separate payrolls.
My contribution. Ongoing bookkeeping and QuickBooks Online cleanup, sales tax tracking and reconciliation, exemption records, payroll support and sales and pricing analysis.
Result. Separate, current books for each company and regular analysis the owner uses for pricing decisions.
Bookkeeping and HR support for a therapy practice
Situation. A practice needed reliable books and help with the people side of payroll.
My contribution. Monthly reconciliation in QuickBooks Online, payroll, paid time off policy work and a break-even analysis.
Result. Consistent monthly books and clearer policies, in an engagement that has run for over a year.
Payroll controls for a coaching services provider
Situation. Session records and payroll were kept in different systems, creating a risk of paying for the same session twice.
My contribution. Reconciled session data to payroll each period, prepared biweekly payroll and added checks to catch duplicates before payment.
Result. Each payroll run is now supported by a documented reconciliation.
Automated portfolio reporting for a US investor
Situation. An investor reviewed a large number of holdings by hand each reporting cycle.
My contribution. Built automated Google Sheets and Excel dashboards for holdings data, risk measures and periodic reports. I organize the data and do not give investment advice.
Result. A relationship of more than three years, described in my book Spreadsheet Ledger Life.
SKU analysis for an online seller
Situation. A seller needed to decide which products to keep, review or discontinue.
My contribution. Analyzed sales and margin by SKU and grouped products into clear keep, review and discontinue lists.
Result. A decision-ready product list in place of a raw export.
Financial data collection for academic research
Situation. A researcher needed capital expenditure data gathered consistently from public company filings.
My contribution. Collected the data into a standardized template, with checks on unusual values before delivery.
Result. A clean, consistent data set ready for analysis.
Client feedback
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