Small Business Bookkeeping and Tax Readiness
Practical finance operations case study focused on keeping small business records organized, current, and ready for review.
The project is scoped around day-to-day accounting discipline: capturing sales and expense records, monitoring inventory and cost activity, reconciling payment records, and preparing documentation that can support tax preparation and financial reporting.
Current focus areas:
- Sales, expense, and receipt organization
- Inventory, vendor, and customer record tracking
- Account reconciliation and discrepancy review
- Tax preparation documentation and year-end readiness
Bookkeeping, Tax Preparation, and Small Business Financial Operations
Master’s degree in Business Administration – International Business with 5+ years of hands-on experience in full-cycle bookkeeping and tax preparation. Currently pursuing a B.A. in Accounting (Expected September 2026) to transition into a professional accounting role.
Proven track record managing financial operations for e-commerce and hospitality businesses, including financial reporting, reconciliation, inventory accounting, and tax compliance. Experienced in maintaining accurate financial records, preparing monthly reporting, and supporting small business decision-making. Experience includes managing financial operations for a multi-channel business generating up to $100K annually.
Actively seeking an accounting internship or entry-level accounting role where I can contribute immediately while continuing to build expertise in financial reporting, reconciliation, and tax preparation.