Katie Lewis
Katie Lewis
Bookkeeping | Quickbooks Clean Up | Business Operations
$79/hr
Field:
Finance
Years of Experience:
10+
Rate:
$79/hr
I am a results-driven financial management executive and coach with over 10 years of expertise in QuickBooks. I consider myself a liaison between a business and its CPA. My client base ranges from start-ups to established companies. I provide a realistic approach that motivates my clients. My goal is to maximize operational efficiency and increase the client's profitability.
- QuickBooks Support:
- Monthly bookkeeping, reconciliation
- Financial reporting
- Managing A/R and A/P
- Invoicing
- Financial Management/Business Development:
- Coach and collaborate with clients on business development and operational strategies
- Conduct cash flow analysis to assess overall business performance
- Implement streamlined processes and procedures
- Advise on technology adoption and integration improving overall efficiency
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