My clients are Innovators, Visionaries, Creators, and Risk-takers! Working with entrepreneurs is inspiring, and sustains the passion I have for what I do.

I've worked with proprietors of retail establishments, artists and musicians, freelance consultants, solo practioners in the medical and dental fields, professional services firms, niche manufacturers, e-commerce businesses, and everything in between.

No matter the personality, temperament or amount of revenue, I strive to partner with every business owner in a unique way to ensure that they have peace of mind that their financial data is accurate and they can access the data they need to make important business decisions any time they need to. Because the more their finances are organized, the better their chances of success.

Recent projects include:

  • Accounting Manager for $5M privately owned insurance restoration company

Performed all accounting functions for accounts payable, accounts receivable, month-end closing, general ledger entries, payroll administration, project costing, cash flow management, and financial statements. Improved month-end close process and reduced the amount of time to deliver financial reports by 10 business days. Managed the transition to a semi-weekly payroll which freed up administrative resources and reduced PEO costs by 35%. Integrated technology and payment systems to increase collection of client deductible payments and improve cashflow. Created internal documentation on all accounting processes for others. Reduced manual data entry by importing multiple credit card accounts activity directly into general ledger.

 

  • Lead QuickBooks consultant for $2.5M privately owned light manufacturing company

Reviewed, corrected and recategorized 12 months of financial data to accurately reflect revenue collected and expenses paid out, finding more profit than originally reported. Developed internal processes to accurately capture walk-in and one-off client revenue. Reviewed, recalculated and filed past due payroll taxes and developed payment plan to reduce interest and penalties paid. Implemented a spreadsheet template for collaboration with business owner to project cashflow 3 months out, helping to reduce dependence on draws from lines of credit. Supported office staff in training and development for collections activity and accounts receivable management. Spearheaded more frequent invoicing schedules to improve cashflow.

 

  • Accounting Consultant for $1M privately owned start-up professional services company.

Customized new software system to accomodate carryover project and financial activity being absorbed from buyout of previous entity. Trained all employees on time tracking entry and project management reporting. Counseled new owner on accounting procedures, advised on new hiring processes and made recommendations for compensation and bonus structures.

Oversaw and coordinated transition of all employee benefits from old structure to new entity. Provided tax planning assistance to business owner. Managed accounts payables and successfully collected 90% of all old balances inherited from previous entity

Testimonials:

"We are a small real estate management company with over a dozen properties. Our old industry-specific software was no longer being supported, so we had to set up new software. We needed a QB expert who would help us set up the new file, create customized reports, and provide hands-on training. Victoria stepped up to the challenge, and helped us every step of the way. She is patient, thorough and Very knowledgeable of the software and accounting."

"Working with Victoria has given me back my sanity regarding my business finances!! She has taken me from confusion to clarity. She has guided me to understand what is useful for me to know in Quickbooks, because I am not interested to understand Quickbooks at the level that she does. She is highly dependable, responsive, and provides quick turnaround. She is an essential part of my team. I couldn't imagine running my business without her!"

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