Serve as the firm's "accounting clean-up crew," exclusively fixing messy, incomplete, or inaccurate QuickBooks Online files for U.S. clients across various industries (restaurants, medical, trucking, security, real estate, professional services). Independently manage complex historical cleanup projects requiring detective work, deep QBO knowledge, and zero-tolerance precision. Recreated entire 2024 and 2025 books from PDF bank and credit card statements for HIVE TAF LLC, establishing accurate opening balances and resolving complex balance sheet discrepancies. Performed a full historical cleanup covering 24+ months of transactions across multiple bank accounts and credit cards for Manning Security Services, identifying and resolving balance sheet discrepancies, designing corrective journal entries, and documenting every correction. Completed a multi-entity, multi-year cleanup and reconciliation for Prescott Fleet Services, involving multiple bank accounts, credit cards, loans, and accrual-basis books, resolving undeposited funds issues, duplicate deposits, and reconciling loan balances. Regularly perform historical cleanups for 20+ clients needing catch-up work (3–24 months) due to prior bookkeeper turnover, missing records, or delayed onboarding, including reconstructing books from bank/credit card statements, fixing undeposited funds and suspense account issues, resolving duplicate transactions, correcting misposted transactions, and cleaning up balance sheets. Expert in identifying and resolving balance sheet discrepancies (undeposited funds, suspense and clearing accounts, loan accounts, equity accounts, intercompany accounts), consistently delivering perfectly reconciled balance sheets. Review all historical transactions for accuracy, proper categorization, and compliance with accounting best practices, applying U.S. GAAP and small business accounting best practices. Document all cleanup work with clear, concise summaries, communicate progress and findings through reports and calls with CPAs, and maintain strict data accuracy, organization, and confidentiality. Successfully completed 100% of historical cleanup assignments, delivered fully reconciled books for every project, enabled on-time tax filing, and recognized by the firm owner (CPA) for handling challenging projects. Proven ability to reconstruct 24+ months of books from statements alone and created comprehensive documentation for smooth transitions.

Held finance leadership roles for small and mid-sized companies (up to ~$25M revenue equivalent) across manufacturing, logistics, construction materials, and professional services. Owned full-cycle accounting, including frequent cleanup and correction of historical records during system implementations, audits, and M&A integrations. Led ERP implementations (JD Edwards, Great Plains, Macola, Intelisis) requiring extensive cleanup of legacy data before migration, including reconciling all balance sheet accounts, correcting accumulated errors in equity, loans, and intercompany accounts, and cleaning up chart of accounts structures. Performed annual audit preparation requiring balance sheet reconciliation and cleanup to satisfy Big Four auditors (KPMG, PwC, Deloitte). Managed M&A integration projects requiring cleanup and consolidation of acquired company books into parent company systems.