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K.M. (Ridgefield, CT)

Tech-savvy Accountant and QBO Pro Advisor with 20 years’ experience working for IBM and in small business environments. She has extensive experience in monthly close activities, analyzing cash activity, presenting key measurements to upper management, and in process improvements and implementation. After IBM, she started two small successful businesses (web design & digital marketing, and photography). From 2008 to 2015, K.M was as Full-charge Bookkeeper for a high-end home remodeling company, handling Accounts Payable, Accounts Receivable, entering payroll, job costing, analyzing job profitability reports, reconciliations, cash flow forecasting and interacting directly with clients and vendors. From 2015 to 2017, she worked for a small manufacturing company, processing high volumes of Accounts Payables, Accounts Receivables in conjunction with Sales Orders, Purchases Orders and Inventory, and interfacing daily with Sales, Logistics, and customers in facilitating the daily fulfillment of orders. She also successfully implemented the company’s travel expense policy using Expensify. From 2017-2019, she worked for a Public CPA firm assisting in preparing entity and personal financial statements and customized reports, cash flow reporting and budgeting using Excel, Trust and Estate Accounting/Administration for high net-worth clients and in converting new clients’ desktop bookkeeping software to cloud-based accounting software. In 2020, she was a remote Sr. Accountant for a cloud-based accounting firm managing multiple clients’ Accounts Payable, Accounts Receivable, bank and credit card reconciliations, cash flow forecasting, payroll journal entries, monthly close activities, and hosting weekly client meetings. K.M. has a BS in Organizational Management from Manhattanville College and an AAS in Accounting. She is certified in QBO, Xero, Bill.com, and Expensify. She is experienced in remote collaboration tools such as Zoom, Slack, Karbon, Box, HubDoc, and Google Suite.

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