United Kingdom
Founder of ASGS Financial Services, a boutique accounting and financial advisory firm which brings a management-focused approach to helping small businesses gain clarity and confidence in their financial decisions. With experience across a wide range of commercial settings, the firm supports clients through operational and analytics review to translate financial data into insight that directly supports business goals.
Boutique accounting and financial advisory firm focused on helping small businesses gain clarity and confidence in their financial decisions. We provide hands-on accounting support, financial analysis, and practical advisory services that connect day-to-day operations with long-term business goals. Our approach is personalized and straightforward, working closely with business owners to improve cash flow, profitability, and financial visibility while delivering clear, actionable guidance.
Senior accounting position for the leading HOA and Condo law specialists in Ohio working directly with managing partner and president to both modernize accounting process and ensure robust financial reporting • Create yearly budget. • Lead monthly fiscal recaps with president and managing partner. • Create suite of monthly productivity reports from scratch for firm partners. • Generate ad-hoc reporting for managing partner and president. • Lead team of 7 for invoice corrections on a bi-monthly basis. • Utilize Time Matters, Microsoft Great Plains, and standalone SQL writers to ensure smooth transfers of data between practice management software and accounting platform. • Use BI and Power Automate to enable quicker financials and billing reports.
Lead accounting position for a film production company specializing in wildlife. Duties include full book-keeping and interfacing with various production accountants to provide robust data for the company executives. • Month end close. • Monthly and quarterly tax. • Generate ad-hoc reporting for CEO and President. • Depreciation schedules. • Introducing full scale production costing. • Introducing full inventory tracking for effective product and sales decisions.
Managerial Accounting position with a focus on accounts receivable, back-end process optimization, and HR compliance. •Lead a software upgrade to Davisware Vision to solve prior software’s shortcomings. Includes ledger testing, compatibility testing, and full intercompany project management. •Full month close responsibilities, journal entries to fix errors and hanging balances, cash, and clearing account reconciliations. •Assist controller in year-end processes and financial statement preparation. •Analyze insurance renewal options working with brokers to ensure lowest rates possible. •HR Compliance; healthcare onboarding, hiring and firing process, stock issuance, and safety filings •Reviews journal entries for accuracy, ensuring proper routing through accounts. •Prepare quarterly UUT returns and assist external CPA for various other tax filings such as CAT. •Assist service and construction managers with quotes and costing issues as they arise. •Maintain service contracts and assist service manager with requoting as needed. •Discovered a ghost entry which had prevented usage of balance sheet functions for multiple years. •Introduced updated accounting practices for parts inventory, labor, and machinery ensuring proper costing and burden application. •Introduced advanced metrics to set goals for cost, quick ratio, debt equity, and other health markers. •Maintain vehicle fleet including service records, gas cards, and license renewal. •Creates and sends invoices to various customers, ensuring accurate information and timely submission. •Operates aged receivables to ensure customers are up to date with their account. Personally responsible for retrieval of over $600,000 in bad debt.