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Skills

  • Accounting
  • Investment Management
  • QuickBooks
  • VBA
  • Analytics
  • Bookkeeping
  • Calculations
  • Controller
  • Data Analysis
  • Excel
  • Finance
  • Macro
  • Management
  • Microsoft
  • Microsoft Excel

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Services

  • CPA Accounting

    $150/hr Starting at $150 Ongoing

    Dedicated Resource

    USA CPA providing accounting and finance services in the form of full charge bookkeeping, fund administration, private equity, venture capital, business consulting, strategy, data analysis, automation...

    AccountingAnalyticsBookkeepingData AnalysisExcel
  • Excel VBA Macros

    $150/hr Starting at $30 Ongoing

    Dedicated Resource

    Get automated with Excel VBA Macros. I continually create, edit, and use Macros on a daily basis to automate my workflows. From simple formatting to complex calculations and reconciliations, reduce time...

    AccountingCalculationsControllerInvestment ManagementMicrosoft Excel

About

Providing Accounting & Finance services to clients through strategy, analysis, and automation to help them better understand their own data.

CPA Professional of Accounting and Finance with 13 years of proven experience in developing and implementing policies and procedures to optimize operations in accordance with organization’s strategies, vision, and focus while managing various levels, quantities, and diversities of personnel. Recipient of multiple awards for outstanding performance and professionalism in the United States Marine Corps. Career supported by a master’s degree in Accounting and Financial Management earned with a 4.0 GPA.

Work Terms

I am available during normal working hours (8am-5pm MT). I am flexible on payment terms, but as work may vary and issues may cause delays, I prefer an hourly rate with a pre-determined floor and ceiling for the total project. Most projects will cost between $150 - $250 per hour depending on the complexity level, the tools involved, and the usefulness to the client after the project is over.