I'm married and have one son. Outside of work, I enjoy riding my motorcycle, gardening, and baking. I bring a strong understanding of the importance of accuracy, compliance, and strategic financial management to small businesses.
Member
678-850-6941
1741 Newnan Crossing Blvd E
Suite I
Newnan, Georgia 30265
Small businesses are our passion. We work with entrepreneurs, going beyond bookkeeping and accounting to offer strategic guidance. We translate financial jargon into clear roadmaps, helping them navigate their specific challenges and reach their goals.
Company
Business Services | Finance
Bookkeeper
Filing Cabinet
The Intitual Problem:
Imagine Carly and Rachel who use QuickBooks Desktop. They and their CPA need real-time access to their books to monitor finances, leading to better tax strategies. But QuickBooks Desktop is limited, making collaboration difficult.
My Role:
I specialize in migrating QuickBooks data seamlessly. Here's what I did:
Research: I dug deep to find the best practices for migrating Desktop to Online.
Collaboration: I worked closely with Carly and Rachel to ensure a smooth transition.
Action: I carefully transferred all financial data, from transactions to historical records.
Testing: I meticulously tested everything to guarantee data accuracy.
The Result:
Carly and Rachel’s financial data was successfully migrated to QuickBooks Online. Additionally, to all the other benefits, I was able to provide them with visual graphs helping them identify top revenue drivers, improving their marketing decisions.
Referral Trigger Response
