Rosa M.

You’ll be working with a CPA, EA and QuickBooks Online ProAdvisor with over 15 years of experience delivering end-to-end accounting, CFO advisory, tax planning, and tax resolution services for individuals, startups, small businesses, and large corporations. My background includes full-charge bookkeeping, account reconciliations, consolidated financial reporting, budgeting and forecasting, variance analysis, and financial analysis. I manage accounts receivable and accounts payable from start to finish, from invoicing and collections to payments and final reconciliation. I also have extensive experience with payroll, system implementations, process improvements, external audit coordination, and Sarbanes-Oxley (SOX) compliance. As a CFO advisor, I help business owners make smarter decisions by providing clear insights based on their numbers. My services include budgeting and forecasting, merger and acquisition support, strategic financial recommendations, and ongoing advisory consultations to support business growth and profitability. In addition, I provide tax preparation and filing, proactive tax planning, and tax resolution and representation. I help clients resolve IRS and state tax issues by stopping levies, negotiating affordable payment plans, and reducing tax liabilities whenever possible. With my broad experience, you get a professional who knows what to prioritize, how to maximize deductions and credits, and how to keep your business compliant while improving cash flow. If you’re looking for a reliable, detail-oriented CPA who understands both accounting and tax strategy, I’m here to help you move your business forward with confidence.