Sheena M.

I help business owners, nonprofits, and professionals turn disorganized books into clear, reliable financials they can actually use to make decisions. Whether it’s a year-end cleanup, ongoing bookkeeping, or building financial dashboards, my goal is to bring clarity and confidence to your numbers so you can focus on running your business. I’m QuickBooks Certified with over 15 years of accounting experience across industries including real estate, healthcare (medical & veterinary), nonprofits, construction, manufacturing, professional services, and SaaS in various capacities from Sr. Accountant/Bookkeeper, Accounting Manager to Tax Manager of a public firm. Yes, I have worked at Big four and top 30 tax/accounting firms in the world. And I'm a project manager by nature, so I will run an organized department and streamline your processes to not only keep your accounting and finances organized, but make that 'more stressful' part of business...simply easier to manage. That range means I can adapt quickly to your unique needs—whether it’s separating business and personal expenses, preparing audit-ready financials, or setting up systems for long-term growth. I have experience in Cost Segregation Studies, Fixed Assets, Lease Accounting, Contract Management, and various aspects of Project Management (Continuous Improvement, Construction PM, IT PM, Corporate/Shared Services PM). In terms of software, I've used or was an administrator of many of them (Oracle, NetSuite, Blackline, Sage, Microsoft Dynamics, various eCommerce platforms, Ramp, Bill.com, Gusto, ADP, PeopleSoft, Yardi, BuildingEngine, SAP...to name a few). Lastly, I am a tax professional, who can assist with all facets of tax planning, strategy, preparation, audit, etc. for all entity types: Sole Proprietor, LLC (single and multi-member), S-Corp, C-Corp, REITs, Foreign member, multi-state) What I deliver: - QuickBooks Online setup & cleanup (chart of accounts, categorization, reconciliation), or any other system you prefer. - Monthly bookkeeping, AP/AR, invoicing, and billing cycles - Year-end Profit & Loss and Balance Sheet reports for tax filing - Cash flow forecasting, KPI dashboards, and financial reporting - Coordination with CPAs for audits, tax prep, and compliance; or I could do it for you! - Administrative support to keep operations organized and on track My style: detail-oriented, proactive, and collaborative. I don’t just process data—I look for trends, spot risks, and suggest improvements so your financial system works for you, not against you. Clients often tell me I make their finances feel simple and stress-free. If you’re ready to untangle your books, set up clean systems, and gain financial clarity, I’d love to help.