I help start-ups, small, and medium-sized businesses automate their accounting systems using custom-built MS Excel Accounting Systems or QuickBooks.
I am passionate about unlocking financial clarity and confidence for:
• Start-ups: Establishing strong financial foundations
• Small businesses: Streamlining operations to boost efficiency
• Medium-sized businesses: Scaling with accurate financial insights
Services Offered:
End-to-end preparation of Financial Statement
Financial Statement Analysis
Internal Control Assessment
Forensic Accounting
Industries I Love Assisting:
• Veterinary clinics
• Bridal shops
• Pet shops
• Cleaning services (lawn, house, etc.)
• Pest control services
• Spas, salons, and beauty services
• Consultancy services and law firms
• Non-profit organizations (theater, etc.)
• Retail industry
• Transportation industry
Excel Skills:
• Pivot Tables
• Macros
• Dashboards
• Advanced Functions (SUMIFS, XLOOKUP, IFS, PIVOT TABLE, MACROS etc.)
A CPA and MBA with over 8 years of experience as:
Accountant:
• Prepared financial statements and reports
• Reconciled bank statements and ensured accurate financial records
• Managed accounts payable, accounts receivable, payroll, and the general ledger
• Collaborated with auditors to ensure compliance
Consultant:
• Analyzed financial data to assess business performance
• Built automated accounting systems in MS Excel
• Developed financial plans, budgets, and forecasts
Auditor:
• Reviewed and improved internal controls
• Examined financial records for compliance
• Designed and implemented internal control systems
Your Benefits:
• Accuracy and reliability
• Financial insights and guidance
• Confidentiality and integrity
Let's drive your financial success together!
Contact me now to learn more about how I can provide accounting solutions to help your business scale!
Experience: 2 - 5 years
End-to-end preparation of financial statements such as Statement of Financial Position, Income Statement, Statement of Cash Flows with notes of the financial statement. From analysation of transactions, recording to journal, posting to ledger to preparation of trial balance to come up with financial reports.
Experience: 2 - 5 years
Analyzed existing controls, identified control gaps, and recommended risk mitigation strategies. Performed detailed examination of financial records, operational procedures, and compliance with policies, procedures, and regulations. Evaluated the adequacy and effectiveness of internal controls in place to safeguard assets, ensure data integrity, and promote operational efficiency. Designed internal control system and assisted in the implementation.
Experience: 1 - 2 years
Created an accounting system in Microsoft Excel environment that automates preparation of financial reports.
Experience: 2 - 5 years
Analyzed and record daily transactions. Reconciled bank statements. Managed financial transactions such as accounts payable, accounts receivable, payroll, and post to general ledger.
Experience: 2 - 5 years
Prepared and ensured accuracy of financial statements and other financial reports. Reconciled bank statements and managed financial transactions such as accounts payable, accounts receivable, payroll, and post to general ledger. Collaborated with external auditors during annual audits and ensure compliance with accounting standards and regulations.
Experience: 2 - 5 years
Conducted in-depth analysis of financial data such as income statement, balance sheet, and cash flow statement to assess the financial health and performance of clients' business. Developed comprehensive financial plans (budgeting, forecasting, and setting financial goals) then provide recommendations to optimize financial resources.
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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