CFO|Accountant |Xero & QBO Expert |Cost Reduction Strategist

Overview

Looking for full-time work (8 hours/day)

at $18.00/hour ($3,168.00/month)

Certified Public Accountant 

Last Active

February 19th, 2025 (today)

Member Since

March 27th, 2020

Profile Description

Are you a business owner struggling with cash flow management and you often find yourself struggling to pay your supplier, cover rent and manage payroll? If so, you're in for a treat. I'm Upgrade to see actual info, an Accountant, Bookkeeper, CFO, and Cost Reduction Strategist dedicated to helping businesses like yours optimize cash flow and reduce costs by leveraging various tax incentives offered by the government. But what difference can it make if I can help you:

@ Improve your accounts receivable collection rate by 10-15%, ensuring you have sufficient cash flow to meet your obligations.
@ Reduce your expenses by 5-10% through a thorough review of your current expenditures and the implementation of cost-saving measures.
@ Maximize tax incentives opportunities, allowing you to reinvest funds back into your business for growth.

Why choose me?

I am passionate about helping business owners manage their cash flow through a proactive approach that combines strategic planning, tax strategy, and financial risk management. My goal is to generate at least $10,000 in cost savings and tax incentives for your business each year.

Professional Competencies:
~ Certified Public Accountant (CPA) with 13 years of experience
~ Bachelor of Science in Accountancy
~ CFO, Controller, Accountant, and Bookkeeper for both Australian and US markets
~ Head of Accounting Department for 6 years
~ Proficiency in using Xero and Quickbooks
~ Secured $20 million Dollars in Employee Retention Tax Credits for US businesses
~ Facilitated AUD 500K in Research and Development Tax Incentives for Australian businesses
~ Contributed to AUD 150K in cost savings

Expertise:
Australian Accountant and Bookkeeper:
~ Knowledgeable in Australian Bookkeeping & Accounting Standards
~ Proficient in Xero
~ Accurate categorization of income and expenses
~ Expertise in Bank Reconciliation (Bank and Credit Card Accounts)
~ Accounts Receivable and Payable Management
~ High proficiency in Excel and Microsoft Office
~ Preparation and Lodgment of Monthly IAS and Quarterly BAS
~ Processing of Superannuation
~ Facilitating claims and registration for R&D Tax Incentives

Tools:
* Xero * MYOB * Simpro * Spectora * Servicemate *Trello

US Accountant and Bookkeeper:
~ Knowledgeable in US Bookkeeping & Accounting Standards
~ Proficient in QuickBooks
~ Accurate categorization of income and expenses
~ Expertise in Bank Reconciliation (Bank and Credit Card Accounts)
~ Accounts Receivable and Payable Management

Tools:
*QuickBooks Online * QuickBooks Desktop

Chief Financial Officer (CFO):
As a CFO, I offer tailored strategies aligned with your business goals, effective cash flow management, and accurate budgeting and forecasting to guide your decisions.

Core CFO Services:
@ Financial Analysis and Modeling
@ Budgeting and Forecasting
@ Financial Reporting and Analysis
@ Cash Flow Management & Optimization
@ Balance Sheet & Profit and Loss Analysis
@ Analysis of Actual vs. Budget Variance
@ Fractional CFO Support
@ KPI Dashboard Management

Financial Metrics Expertise:
@ Gross Profit Margin 
@ EBITDA Margin 
@ Customer Churn Rate 
@ Customer Acquisition Rate 
@ Current Ratio 
@ Debt Equity Ratio 
@ Interest Coverage Ratio  
@ Internal Rate of Return (IRR) 
@ Payback Period

CFO Tools:
~Benchmarking
~Float

Is this the partnership you need to steer your business toward growth? If so, send me a message now. Let’s work together to rewrite your financial landscape.