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fred

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About Freelancer

Virtually based CPA accounting and technology consultant located in Chicago. Focused on working with small to medium sized business owners to optimize operational efficiencies. Have experience in working with accounting data with a platform agnostic approach. Expert in QuickBooks Online, Xero, FreshBooks and more.

Education

C
2016 Certificate
Public accountant

(CPA)

P
2016 Personal Financial Specialist

(PFS)

C
2014 Certified Financial Planner

(CFP)

Skills

Accounting
Bookkeeping
Financial Planning
Business strategy
Financial analysis
CFA
System integration

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