Work Experience
- Self-Employed bookkeeper since 2020
- Owned & operated two retail locations 2003 to 2020
- Accounting, finance & marketing for a ski resort 2000 to 2003
- Back, middle & front of house for investment banks 1994 to 1998
- Accounting, audit & small business consulting for Big 6 firm 1993 to 1994
Education
- Masters in Business Administration ~ Yale University 2000
- Bachelor of Economics (majoring in Accounting) – Macquarie University 1993
Other Certifications / Software
- ASANA | free task management software
- EXCEL & GOOGLE SHEETS | pro level spreadsheets
- FRESH BOOKS | getting certified since QBO is getting cost prohibitive!
- GUSTO PAYROLL | People Advisor Certified
- QUICKBOOKS ONLINE | Certified Pro Advisor
- QB DESKTOP | 16 Years experience but QB is phasing this out so I will want to convert you!
- QB TIMESHEETS | Certified Pro Advisor
- QUICKBOOKS PAYROLL | QBO & QBD payroll experience
- TOGGL | free scheduling software
- WAVE ACCG | semi-decent free option that works for solopreneurs
- XERO | Advisor Certified
- ZOHO BOOKS | experienced using Zoho books but not necessarily a fan