Elizabeth K.

CPA-Led Bookkeeping & Financial Operations | Limited Availability ***Currently accepting ONE bookkeeping client for either a 2025 catch-up project or ongoing 2026 bookkeeping services.*** I am a CPA with over 20 years of accounting and finance experience, including Big Four public accounting, public company accounting, private equity portfolio management, and startup operations leadership. Today, I serve as Director of Internal Operations for a startup, where I oversee accounting, bookkeeping, cash management, payroll, human resources, compliance, financial reporting, and operational processes. Unlike a solo freelancer, engagements include support from a dedicated staff accountant. Day-to-day bookkeeping, reconciliations, and transaction processing are prepared at the staff level and reviewed directly by me as a CPA. This provides clients with both efficient execution and senior-level oversight. My background includes: • Big Four audit experience serving financial services clients • Six years on the corporate accounting team of a publicly traded REIT • Controller and portfolio accounting experience for a private equity-owned real estate portfolio • Nine years providing accounting and bookkeeping services to health & wellness, retail, hospitality, real estate, and service-based businesses Services include: • Monthly bookkeeping and account reconciliations • Catch-up and cleanup bookkeeping • QuickBooks Online setup and optimization • Financial statement preparation • Cash flow management and forecasting • Accounting process improvement • Internal controls and documentation • Lender, investor, and audit support Every engagement benefits from a two-level review process: ✓ Staff-level preparation and transaction processing ✓ CPA review and oversight This approach provides accurate and timely financial reporting while maintaining cost efficiency for clients. Throughout my career, I have built a reputation for work that is accurate, reliable, well-documented, and deadline-driven. I take ownership of projects from beginning to end and focus on creating organized financial systems that support business growth. If your books need cleanup, you're behind on reconciliations, or you're looking for a long-term bookkeeping partner, I'd be happy to discuss whether we're a good fit.