
ExcServ CAS
US Focused Accounting and CAS Specialists for Startups and Growing SMBs
Habilidades

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Experiencia laboral
Accountant | Founder | Managing Principal
Accounting • Trabajador autónomo
Aug 2023 - Present • 3 yrs 1 mo
Founded ExcServ CAS Managed 120+ clients of various industries including Saas, E-Commerce, Real Estate, HVAC, Automotive, Legal & Professional Services, Consulting and Marketing. Provided end to end client accounting services using Quickbooks Online, Xero, Sage, Puzzle, Zoho and Digits. These include AP/AR management, accounting inbox management, two-way and three-way bank reconciliations, payroll processing and reconciliation, US GAAP reporting, tax preparation, 1099 vendor review and filing, books clean up, KPI metric updates and process improvements. Maintained accrual worksheets such as prepayments, deferred revenue, loan amortizations and other essential accounting schedule. Utilized various E-commerce software such as Shopify, Amazon, BigCommerce, Etsy, Faire. Able to learn new software. Developed financial dashboards for executive and founders using Google Sheet, Looker Studio, LiveFlow and Spreadsheet Sync. Designed employee portal using Google Workspace and App Script. Improved and automate processes at minimal cost using existing company subscriptions. Performed books review and variance analysis using AI with HITL.