Rachel D.

About Me: With a Bachelor’s Degree in Accounting and over five years of experience in a CPA firm, I specialize in helping business owners optimize their financial operations through expert tax preparation, financial planning, and customized accounting solutions. I’ve worked directly with tax professionals and executives, gaining a deep understanding of the challenges small to mid-sized businesses face. In addition to traditional accounting and tax services, I have a strong passion for streamlining financial processes through Excel VBA automation, specifically designed to enhance financial planning & analysis (FP&A) workflows. From developing custom macros for budgeting, forecasting, and financial modeling, to automating data reconciliation and profitability analysis, I can help businesses improve efficiency, reduce manual errors, and make faster, data-driven decisions. I enjoy working with business owners who, like myself, prioritize quality and understand that precision and efficiency in financial management directly impact the bottom line. Whether you're looking to optimize your tax strategy, build long-term financial projections, or automate your financial processes to save time and resources, I’m the right person to help you achieve those goals. Services I Offer: Tax Preparation & Accounting Service 1040 Preparation | 1065 Preparation | 990 Preparation | 1120 Preparation | Bookkeeping | Bank Reconciliation | Adjusting Entries | Financial Statement Preparation | Tax Strategies & Research Excel VBA Automation Edit Existing Macros | Build New Macros From Scratch | Pre- Written Macros for Common Queries | Data Analysis | Data Profiling | SQL Administration Financial Planning & Analysis Budgeting & Forecasting | Financial Modeling | Profitability Analysis & Cost Management | Scenario & Sensitivity Analysis | Financial Statement Analysis | Variance Analysis & Reporting | M&A Financial Support | Capital Allocation & Investment Analysis | Debt & Equity Financing Analysis | Business Valuation & Exit Strategy Planning | Strategic Financial Planning & Long-Term Projections What Clients Are Saying: "Rachel was great! She picked up the tasks quickly, including the use of proprietary software, and completed the work with high quality. She was able to identify issues as they arose and provided actionable solutions. We'll definitely work with her again!" — Corvee Tax Planning Software Let’s Connect! Tell me a little about your company and the challenges you’re facing, and we’ll see if we’re a good fit to work together. If it looks like we’re aligned, we can schedule a call to dive deeper into your needs and how I can help you grow.