I. Systems
- Designed and run the finance operating system for multi-state, foreign-owned U.S. entities.
- Multi-state sales tax, employer accounts, and annual filings.
- ADP–QuickBooks general ledger integration, including item-level mapping that removed recurring manual journals.
- Close calendar, onboarding, and compliance workflow in Notion, with written procedures.
- Formation work: LLC, EIN, registered agent, state portals.
- Same stack deployed on the firm’s own books and payroll.
II. Selected Work
- Inherited foreign-owned single-member LLCs with missing information returns and no extensions. State records corrected, change-of-address filings completed, formation documents assembled, reasonable-cause positions prepared. Filings brought current before assessment.
- Catch-up engagement on a retail file with more than a year of unreconciled activity. Sequential monthly closes to zero difference. Revenue presentation restated under ASC 606. Opening asset package allocated and placed on recurring depreciation.
- Multi-state payroll stand-up under a first-payday deadline, including employer accounts that did not exist 48 hours prior. Separate cash-position error identified before a payroll run.
- Audit-ready transfer of a live payroll and multi-state compliance file to an independent CPA firm. Prior reconciliation breaks isolated and cleared before handoff. Operations continued the next day without interruption.