Find a Bookkeeper in Wellington

Allow me to introduce myself as a Certified Public Accountant (CPA) based in Florida. I hold a Master of Accounting degree from Florida Atlantic University, which has equipped me with a strong foundation in financial management and accounting principles. I am proud to have earned two Bachelor degrees in Business Administration, with majors in Accounting, International Business, and Marketing, demonstrating my dedication to a well-rounded understanding of the business world. With over seven years of professional experience, I have had the privilege of working in diverse roles and industries. Throughout my career, I have excelled in preparing and presenting comprehensive financial reports to management and boards, ensuring clear and concise communication of critical financial information. I understand the significance of providing accurate and insightful financial data to drive informed decision-making processes. One of my core strengths lies in developing and implementing robust internal controls and procedures. I have successfully designed systems that safeguard assets, mitigate risks, and improve the overall efficiency of financial operations. My expertise in supervising and reviewing accounting processes ensures accuracy and compliance with industry standards and regulations. Taxation is another area where I have honed my skills. I have extensive experience in preparing and reviewing various tax forms, including 1040s, 1120Ss, 1065s, 990s, 990-PF, W-2s, 1099s, and Schedules. I stay updated with the ever-changing tax laws through meticulous research, ensuring my clients receive accurate and timely guidance. In addition to my proficiency in accounting and taxation, I take pride in training clients on popular financial software such as QuickBooks, Bill.com, Excel, SAP, NetSuite, and Xero. I believe in empowering individuals and businesses to effectively manage their finances and streamline their processes. Furthermore, being bilingual in Spanish and English allows me to effectively communicate with a diverse clientele, expanding my ability to serve and understand their unique needs. I am truly passionate about my work as a CPA, and I strive to deliver exceptional results and build long-lasting relationships with my clients. With a strong educational background, extensive experience, and a commitment to professional growth, I am confident in my ability to provide comprehensive financial solutions tailored to each client's specific requirements. I offer a comprehensive range of Accounting and Tax services to meet your specific needs. Here is a breakdown of the services I provide: Accounting: • I can efficiently upload and classify transactions to various accounting software platforms, including QuickBooks Desktop, QuickBooks Online, Xero, Excel, SAP, and NetSuite. • Organization of source documents, such as bank statements, receipts, and bills, is a crucial part of maintaining accurate financial records, and I can assist you with this task. • I will reconcile all your bank accounts, credit cards, and loans to ensure that your financial statements reflect the correct balances. • If needed, I can set up and modify your Chart of Accounts to align with your management requirements. • I can manage your accounts receivables and accounts payables, ensuring that you have a clear picture of the money owed to you by customers and the amount you owe to vendors. • Payroll processing and management, including handling employee compensation and related tasks, can be efficiently handled by me. • I will prepare and present periodic financial reports that adhere to tax and GAAP (Generally Accepted Accounting Principles) standards, providing you with valuable insights into your business's financial performance. • Tracking 1099 vendors is essential for accurate reporting, and I will manage this process for you. • If applicable, I will prepare and file your sales tax returns, ensuring compliance with tax regulations. Tax: • I offer professional tax preparation services for various forms, including 1040, 1065, 1120S, 1120, 1041, and 709. I will accurately complete these forms based on your specific tax situation. • Tax planning is a proactive approach to minimize your tax liability, and I can provide strategic advice and guidance to optimize your tax position. • I conduct thorough tax research to ensure that you benefit from the latest tax laws and regulations, enabling us to make informed decisions regarding your tax situation. My accounting services are priced at $100 per hour, while tax services are priced at $200 per hour. Please feel free to reach out if you have any questions or would like to schedule a virtual meeting to discuss your accounting and tax needs in detail. I am here to assist you every step of the way.