About Me:

I am the founder and owner of Insights Advisory, a Certified Management Accountant and Enrolled Agent. Insights Advisory is a dynamic bookkeeping and tax service company committed to reshaping financial landscapes for businesses and individuals who need any kind of tax services. With a passion for numbers and a relentless dedication to client success, I have built a career centered on providing unparalleled financial expertise.

Background:

As an accounting professional with a decade of industry experience, I’ve worked for start-ups, nonprofits and publicly traded companies in a wide range of industries, from Aviation and Advertising to Financial Services and Veterinary Services to Education and Healthcare.

Over the 10 years of progressive journey to become a controller, I remained steadfast in staying abreast of the latest industry standards and emerging trends, incorporating this knowledge into our daily operations. This commitment to continuous learning and professional growth has been a hallmark of my career, providing me with a well-rounded perspective that I now bring to Insights Advisory.

Expertise:

QuickBooks Account Set Up

• QuickBooks Online account set up/ QuickBooks Chart of Accounts set up

• QuickBooks Customized Reporting

• QuickBooks Financial Statements Consolidation

Bookkeeping Services

• Accounting Books Clean Up

• Account Reconciliations

• Invoices and Bills Management

• Payroll Services

• Credit Card Statement Reconciliations

• Fixed Asset Management

• Inventory Management

Finance Snapshot

• Financial Reporting

• Financial Analysis

Accounting Processes Set Up

• Internal Control

• Risk Management

• Inventory Policy

• Travel & Entertainment Policy

Other Information System Projects:

• Accounting System Migration

Accounting Software:

QuickBooks Online, NetSuite, Microsoft Dynamics, FinancialForce, PeopleSoft, Accounting Seed.