I am a licensed CPA with more than 10 years of experience, and I spend most of my days helping contractors, developers, and property managers actually understand their numbers. I trained at Deloitte with additional time at EY and BDO, and I work with clients across the US, UK, and Australia.
What sets me apart is that I understand the software your business runs on — not just QuickBooks. I know how Buildertrend talks to QBO, why JobTread cost code mapping matters for job profitability, and how to reconcile an AppFolio rent roll back to a clean balance sheet. Most accountants stop at the books. I connect your operations to your books, your books to your reports, and your reports to better decisions.
For construction clients, I set up and manage Buildertrend and JobTread integrations with QBO, handle job costing by phase and cost code, run AIA progress billing (G702 and G703), track retention, and build WIP and over/under billing schedules.
For real estate clients, I connect AppFolio and Buildium to QBO, deliver property-level P&L, reconcile rent rolls, handle CAM and triple-net reconciliations, and track mortgage, escrow, and security deposits.