I’ve worked in bookkeeping, commercial accounting, and management accounting roles with well-known companies owned in the UK and US. I also hold a US degree in Accounting and Finance, combining technical knowledge with a supportive style so you always feel confident about your numbers.

• Proactive weekly oversight of your books so issues are spotted early
• Fully managed outsourced finance function to reduce your admin
• Clear monthly insights that explain what changed so you can make better decisions
• AR support with invoicing and friendly chasing to keep cash flowing
• AP support with vendor bill tracking and payment lists for your approval
• Cleanup and catch up projects to get you current and CPA ready fast
• Supplier and customer statement checks to keep balances accurate
• Accruals, deferrals, and fixed asset entries when needed for accuracy
• Secure cloud based processes with simple document requests
• Seamless handoff to your CPA for tax and payroll matters

Dali has a finance admin background and keeps everything running smoothly behind the scenes. She makes sure your documents are received, organised, and ready for processing, while also supporting communication and scheduling.

• Sets up secure cloud folders and shares simple upload links
• Sends gentle reminders for bank statements and receipts
• Tracks requests and status so you always know what’s needed
• Coordinates with your CPA at year-end to make handoffs easy