Former Certified Public Accountant (CPA) with financial expertise
Licensed North Carolina Real Estate Agent

I am a seasoned Accounting, Bookkeeping, and Payroll Professional with over 25 years of experience supporting small businesses, corporations, and fast-growing organizations. My background includes full-cycle accounting, general ledger management, financial reporting, multi-state payroll processing, payroll tax compliance, month-end close, and budgeting & forecasting. I have implemented numerous accounting systems, payroll platforms, and financial automation tools that improved accuracy, increased efficiency, and reduced operational costs. In addition to my accounting expertise, I specialize in AI-powered business automation, helping organizations streamline manual processes through workflow automation.

Full-Cycle Bookkeeping — AP/AR management, billing, collections, and vendor payments.
Financial Reporting — preparing P&L, balance sheet, cash flow summaries, and management reports.
General Ledger Maintenance — posting journal entries, adjusting entries, and maintaining accurate financial records.
Month-End Close Support — trial balance review, accruals, and financial statement preparation assistance.
Client Communication & Remote Collaboration
Accounting Software Expertise — QuickBooks Online/Desktop, Sage, and cloud-based accounting platforms.
Bank & Credit Card Reconciliation — monthly reconciliation and audit-ready documentation.
Multi-State Payroll Processing
Payroll Tax Filing & Compliance
Payroll-to-General-Ledger (GL) Conversions, Journal Entry Creation
Payroll Accounting & Accurals
Automated Payroll Workflow Setup
Employee Records Management
Wages, Deductions & Benefit Calculations
Year-End Payroll Reporting (W2-1099)
Payroll Systems Setup, Migration & Optimization
Payroll Audits & Error Resolution
Integration with multiple Accounting Systems

Financial Statement Preparation — GAAP-compliant balance sheets, income statements, cash flow reports, and variance analysis.
General Ledger Oversight - account reconciliations, adjusting entries, subledger review, and maintaining accurate GL integrity.
Budgeting & Forecasting
Internal Controls & Compliance
Payroll Accounting & Journal Entry Integration
Audit Support
Systems & Process Improvement
Workflow Automation Development — designing and implementing automated workflows using tools such as Zapier, Make (Integromat), and custom scripts.
Process Mapping & Optimization — analyzing business processes and developing automated solutions to improve speed and accuracy.
Systems Integration
Database Design & Automation
AI Tool Implementation
Software Implementation & Migration
Automated Reporting & Analytics



Owner-Operator | Self-Employed
2004-Present
Full Service Tax Expert
Remote | 2025 Tax Season
From 2022 to 2024
Dedicated time to caring for an aging parent while simultaneously earning a real estate license, launching Williams Global Real Estate, and continuing to serve clients through Williams Global Accounting Services. This period strengthened entrepreneurial leadership, time management, and client‑focused service skills. Now seeking a remote role that leverages extensive financial expertise, strong technical skills, and a proven ability to improve accuracy, efficiency, and compliance.
From 2014 to 2022
Lead Accountant, Payroll Specialist & Manager
From 2012 to 2014
Payroll Specialist & Bookkeeper/Accountant
From 2004 - 2012, 2025
Contract Accountant (Temporary Assignments)
From 2002 to 2004
Accountant, Full Charge Bookkeeper, Payroll Specialist & Server Administrator
From 2000 to 2002
Full Charge Accountant & Inventory Manager
From 1986 - 1999
Systems Accountant & Information Technology Analyst
Left on excellent terms to pursue private business opportunities
Detail-Oriented Financial Accuracy — Ensures precision in full-cycle accounting, general ledger management, bank reconciliation, and financial reporting.
Expert Payroll Administration — Skilled in multi-state payroll processing, payroll tax compliance, wage calculations, and payroll-to-GL integration.
Strong Analytical & Problem-Solving Skills
Process Automation & AI Workflow Optimization
Technology-Driven Approach
Efficient Multitasker & Time Manager
Proactive Systems Thinker
Clear Communicator & Remote Collaboration Expert
High Level of Professional Integrity
Continuous Improvement Mindset