InSource Business Consulting | Sunnyvale, CA

Total Hires: 10 times
Service Area: Sunnyvale, CA
Team Size: 1 employee
Business Duration: 13 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Accounting needs

Bookkeeping
Managing AR and AP
Preparing fin. statements
Preparing tax returns

Entity type

Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Non-profit

Industry

Sales & marketing
Healthcare
Technology / IT
Manufacturing
Financial services
Education
Retail / consumer goods
Non-profit
Other
Real estate
Construction

Annual income

Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
$5M - $10M
Greater than $10M

Accounting software

QuickBooks
Xero
Sage
Quicken
TurboTax
NolaPro

Work location

My customers travel to me
I travel to my customers

About

With my extensive training and experience in accounting and office management, I can assist clients in setting up financial systems including creating the chart of accounts, correcting and building historical financials, performing CPA ready audits of data and documentation and design and implementation of finance department operations, procedures and policies.

Prior to starting my own business, I gained over 15 years of experience supporting C-level executives and office management, primarily in high-technology start-up companies. In these roles, I have had the opportunity to learn about finance from the ground up, gaining expertise in Excel, expense management, internal audit and controls, contract negotiation and financial reporting.

I have the following skills and experience:

- Bill Dot Com Certified Expert

- NetSuite AP, Reconciliation and Reporting

- QuickBooks Desktop Expert

- QuickBooks Online Pro Advisor

- Sage AP, Reconciliation and Reporting

- Xero Certified Advisor

My specialties include the following:

- Financial reporting, budgeting, variance, and ratio analysis using advanced functions in Excel, QuickBooks, and Sage (Peachtree)

- Design and management of the request for proposal (RFP) and contract process for travel and operations partners

- Design and implementation of cost-effective travel policies to promote consistency, fairness, traveler convenience and customer service

- Design of travel and purchase request procedures to maximize efficiency and promote effective internal controls throughout the organization

- Effective communication of procedures through VISIO and PowerPoint

- Conversion of raw data into meaningful presentations, which can be utilized to intelligently inform business decision making.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

We currently do not have any information regarding this service provider. We recommend that you contact them directly to obtain more detailed information and verification.

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