Are you feeling overwhelmed by the constant juggling act of managing your business finances alongside all your other responsibilities? That's where I come in! I help you maintain accurate financial records and free up valuable time to focus on your passion for your business.

I'm a seasoned financial professional based in sunny San Diego, CA. With over a decade of experience in various sectors of the financial services industry, including financial planning, mortgage, and accounting, I decided to embark on a new journey this year by starting Bromeliad Books.

My educational background includes a Bachelor of Science in Finance with a minor in Psychology, which has equipped me with both the analytical skills and the understanding of human behavior necessary to excel in this field.

Services I provide: 
• QuickBooks Online monthly bookkeeping packages tailored to company needs 
• Clean up / Set up Services 
• Matching & Classifying transactions 
• Bank & Credit Card Account Reconciliations 
• Customized Chart of Accounts 
• Financial reporting including Balance Sheet, Profit & Loss, Cash Flow Statements 

Here’s how it works when you hire me. First, you’ll add me to your QBO file. Then I’ll send over a QBO checkup and custom proposal that meets your exact needs. Finally, you’ll hire me here on Upwork and I’ll get started cleaning up your books!

I'm passionate about helping small businesses thrive, and I look forward to the opportunity to support you on your journey to success. Let's work together to make your financial management seamless and stress-free.

Talk to you soon!

Bromeliad Books LLC

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