Danielle is a Certified Inuit Level I and II Quickbooks ProAdvisor, a dedicated and experienced accounting manager, and the firm's founder and CEO. She specializes in advanced revenue recognition and improving cash flow for small service firms, physician offices, law offices, real estate investors, non-profit organizations and technology startups.
Client Testimonials
"Lucky to work with Danielle!"
"Danielle is the absolute best and totally saved the day this year. We are a small nonprofit and our books were very, very behind. Not only did Danielle do an excellent job fixing the historical problem, she helped us to implement systems to make sure we do not have the problem again. We are looking forward to working together on an ongoing basis, and I'm very very grateful for her help. Highly highly recommended!" - a Bay Area non-profit organization
"I don't know what I would do without her!"
"I am the office manager for a medium size dermatology practice with three providers and 8 staff members. We are a dermatology practice that does both medical and cosmetic derm. Danielle has been working with our office for several years and she has been a remarkable asset to our business. Danielle has guided us and given us insight as well as keeps our books as clean as a whistle. She has been a joy to work with and has been our Rock as our practice grows and evolves. I don't know what I would do without her!" - Karla M, office manager of a San Francisco dermatology office
"....a joy to work with"
"Danielle is a valued member of our team. She was able to quickly and efficiently assess our accounting issues and recommend and implement very effective solutions to our problems. She is highly skilled, provides excellent service and is a joy to work with." - a San Francisco non-profit organization
More Client Testimonials
"Wonderful and patient!""Danielle was absolutely amazing and helpful as I set up my new business. I am a dermatologist and recently opened a practice in Colorado. Danielle helped me to set up my accounting/bookkeeping and showed me how to use QuickBooks Online. The whole process was efficient and straightforward, which was impressive given that Danielle was working remotely. She coordinated several screenshare training sessions, which were so helpful. Danielle was patient and kind and really simplified my practice set up!" - dermatologist2019, April 23, 2019
"Great to work with""We are a 60 employee software development company with offices in SF, NYC, Portland, London and Poland. We use QBO for the US and UK companies, and integrate with Poland via Excel reports. Danielle was instrumental in cleaning up our books and processes as we grew out of the home grown phase to that of a professional managed firm. We use several connected apps such as Bill.com, Harvest and ADP payroll. Danielle was helpful in setting up systems to manage complex revenue recognition, prepays, retainers and WIP, and managed the cash, banking downloads and bank reconciliations across several bank accounts. The business was acquired and bookkeeping shifted to our new parent. But I’d most definitely work with Danielle on my next business." - Bill Conneely, Sr. Director of Finance & Operations, Tivix, Inc., May 14, 2019
"Very dependable and knowledgable""I am the CEO of a mid-size SF IT company (22+ emps). Danielle has been with us for many years and has been an excellent resource to oversee and audit our accounting staff. she handles the monthly bank reconciliations, fixed assets, annual financials, works with our CPA, and oversees our accounting manager. Very dependable and knowledgeable. Highly recommended." - MarinGolfer May 2, 2019
"I could not recommend someone more highly""I have worked with Danielle for 5 years now. She has been with our company in its infancy and guided us as we grew and matured. Danielle provides not only excellent accounting skill, but also a real passion for my business's success. She has become a invaluable part of our organization. I could not recommend someone more highly." - a small Bay Area consulting firm
"Best accountant I have ever worked with!""Danielle is the most wonderful accountant that I have ever worked with. She has provided excellent service for over 5 years. I am the Office Manager of a mid-sized San Francisco Dermatology Practice with 4 Doctors and a staff of 5 employees. We use QuickBooks and Danielle has managed all of the financial aspects of this business with perfection. Her expertise of QuickBooks is amazing. I have learned so much about accounting from Danielle. I appreciate her knowledge with accounting and she always does a wonderful job every month. I highly recommend Danielle to any business that needs a reputable accountant. One last comment: Danielle comes to the office with a smile on her face. She is very personable, very patient and kind. She truly is an asset to our Medical Practice." - om2211, June 19, 2019
"A worthwhile investment""Danielle was an incredible help while preparing financials for tax filing. She was timely and responsive, as well as thoughtful, well informed and engaging. It was an immense relief to have an informed and teaching-oriented mind to assist me in both the nuances of Quickbooks online, as well as the accounting related issues. If you have an accounting background, she is a great choice to consult with. I would recommend her as a great resource for anyone using Quickbooks or preparing books in general." - a Bay Area consulting firm
"a wonderful member of our team""Danielle has been terrific to work with and a wonderful member of our team. She has used Quickbooks Online to make our organization run more efficiently and productively." - a software engineering firm
"She’s saved me thousands of dollars"“Danielle just knows how to get things done quickly: Payroll, Bank Reconciliations, Sales Taxes, San Francisco Business Taxes. She’s saved me thousands of dollars and I have complete confidence in her." - a small architecture firm with four architects.
"Filing our taxes has become very easy"“Danielle has been training and assisting us in our residential rental business for over 8 years. She demonstrates a thorough understanding of both Quickbooks and how it applies to our business. The business requires tracking expenses and assigning them to the correct property. It keeps track of security deposits. Thanks to Danielle, we are able to track each property's performance and compare it to similar periods. Filing our taxes has become very easy. Danielle also has the personality, patience, communication skills and knowledge to provide us outstanding service." - a residential property manager-owner based in Hawaii
"She is responsive, detail oriented, organized, and a problem solver"“Danielle has been working with our medical practice since 2006 and has been one of the driving forces behind the success of our practice. She is very knowledgeable. She ensures that all aspects of our Quickbooks runs effectively and efficiently based on our office needs. I look forward to seeing Danielle because I know that our office is in the best hands possible. I have also learned a lot about Quickbooks by working with her. She is responsive, detail oriented, organized, and a problem solver, which is necessary in her field. I highly recommend her to whomever asks for a Quick Books Expert." - a San Francisco dermatologist
"...we are thrilled to have her as our ongoing Quickbooks expert""We brought Danielle in to help us make corrections and to critique and fine tune Quickbooks application for our new company. Her grasp of the issues and very quick and capable help was invaluable and we are thrilled to have her as our ongoing Quickbooks expert. Not only is her work impeccable, she is a great gal, very patient, and has the talent of being able to make difficult operations understandable. She is also available when I have a follow up questions- which is a miracle. We will be seeing Danielle on a regular basis from now on." - a San Francisco tech startup
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