I have been working as an accountant and small business bookkeeper in public practice for the last 15 years. I have attended countless hours of continuing professional education as well as technical training on cutting-edge industry technology. I enjoy seeking out efficiency and systemizing processes as well as coaching and training business owners to have a well-oiled "accounting department", even if it means just them... on the weekends.
Certified QuickBooks ProAdvisor 2008 - present
I have migrated my practice to almost exclusively using QuickBooks online. Intuit has a long history of producing full accounting packages and have now adapted that functionality into a sleek, user-friendly format while maintaining the required basic accounting principles. It almost gamify's your accounting tasks and takes away the bore factor. Well, it does for mutants like me.
Bill.com 2017 - present
Bill.com is an electronic accounts payable platform. The cool part is I can set up your bills to be paid and you'll receive an alert and approve them for payment, all on your smartphone. Payments are either sent out electronically or via a live paper check. Done, and done.
Hubdoc Certified - 2017 - Present
Hubdoc is an electronic inbox for managing workflow and paper trail management. I use this for you to forward, upload or otherwise submit live & historic source documents for processing, whether that is generating expense transactions or setting up bills that need to be paid. This also satisfies the record retention requirement from the IRS.
QuickBooks Time 2010 - present
QB Time is an employee scheduling and time tracking app that integrates directly into QuickBooks payroll products. I recommend this app for tracking employee hours, overtime, PTO, job costs and scheduling.
Gusto payroll is a low-cost payroll solution that I recommend for those with few employees where cost is the major deciding factor. It features an awesome fully electronic employee onboarding process as well as a set-it-and-forget-it style payroll schedule. This is my go-to for Sub -S Corporations with 1 or 2 individuals on payroll.
Meilo payments is the electronic bill pay provider integrated with Quickbooks Online. It provides click button electronic vendor payments either for free via your checking or with your credit card accounts.
Clio is a law firm practice manager that integrates with QuickBooks online. Through proper integration we can accomplish the AZ bar 3-way reconciliation compliance.
Industries of Experience
Law / Trust Accounting
Real Estate / Flipping
Restaurant / Bars
Design / Consulting
Western Governors University
2017 - 2018
Master of Accountancy
Western International University
2003 - 2005
Completed Bachelors of Science in Accounting
*I also went to preschool, elementary, jr. high, high school, community college, and U of A. I took a country line dancing class with my mom when I was 12 or so too... if that matters.