
elea montgomery
Financial Clarity, Filing Confidence, and Compliance That Stands Up to Scrutiny
Habilidades

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Experiencia laboral
A Multi State Business Rescued from IRS Exposure Through Full Scope Compliance & Audit Bookkeeping
Freelancer.com • Freelance
Sep 2018 - Present • 7 yrs 8 mos
A client approached me with disorganized records spanning multiple states, untracked tax liabilities, and missing financial documentation—placing them at serious risk of IRS penalties and audit exposure. I initiated a full catch-up bookkeeping and historical reconstruction, correcting misclassified transactions and restoring financial accuracy. I implemented IRS compliance bookkeeping with a clear audit trail, strengthened internal control bookkeeping, and completed financial statement preparation bookkeeping including profit & loss, balance sheet, and cash flow reports. To address tax risks, I performed tax liability accrual bookkeeping, estimated tax bookkeeping (quarterly tracking), and tax payment reconciliation bookkeeping, ensuring no outstanding obligations were overlooked. For their expansion footprint, I handled multi-state bookkeeping (apportionment tracking) and currency conversion bookkeeping tied to foreign income. I then structured a consistent monthly closing bookkeeping system, supported by quarterly tax review bookkeeping and year-end tax adjustment bookkeeping. The result: fully audit-ready bookkeeping, accurate schedule-ready report generation, and complete compliance saving the client from penalties, restoring financial clarity, and positioning the business for confident tax filing and growth.