Joan W.

My career has been spent assisting small businesses in attaining financial control, cost saving, and efficiency goals. I have been committed to empowering small businesses—whether they are architects, restaurants, maintenance providers, real estate investors, hair salons, or hardware stores—in achieving exceptional financial control, optimize cost savings, and enhance operational efficiency. I excel in developing and implementing robust processes that streamline operations and significantly reduce expenses. Additionally, my expertise in creating insightful cash reporting systems enables businesses to accurately forecast their future income and expenses. I am here to help your small business overcome any financial challenges you face. Feeling overwhelmed by QuickBooks? I can expertly clean up and optimize your QuickBooks setup to ensure it meets your unique needs. My experience with countless clients has equipped me to provide you with clear, accurate financial statements that reflect the true picture of your business. I have a strong track record in Accounts Receivable and understand the crucial importance of cash flow. In my last position, I successfully generated an additional $800,000 for a security company—recovering funds that had lingered on the books for too long. I firmly believe that AR is cash that needs to be collected. When I left, I established a system that allowed the owner to seamlessly transfer this role to another team member, ensuring ongoing revenue generation. I can deliver the same impactful results for your business. Here are two recent success stories that highlight my capabilities: 1. **Architect** - A new entrepreneur sought my expertise in organizing his transactions in QuickBooks as he launched his business. I successfully transitioned his data for the years 2022-2024, and now I expertly manage his monthly financials, assist with payroll and taxes, and provide tailored small business advice. 2. **Restaurant Owner** - Based in New York, this owner manages multiple restaurants across the Northeast. I was instrumental in integrating all his establishments into QuickBooks efficiently. I also developed a customized cash management report that significantly improved his cash flow management and prepared him for any unexpected expenses. Together, we implemented effective procedures that enhanced his operations. I operate on a flexible schedule and prefer to set my own hours, but I am always ready to engage in scheduled virtual meetings to discuss your needs. I am excited about the opportunity to work with you and am confident in my ability to help your small business establish a strong financial foundation.