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Helping Your Business Grow

Your Outsourced Accounting Consultant & Advisor

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Personal Highlights

  •  I love to be outdoors, camping, being by the beach or pool or driving my car with the top down!

  • My favorite sport is volleyball. I also like boxing.

  • I love animals! I currently have two kittens I adopted recently.

  • I love spending time with family and have a 11 year old son. We go bike riding frequently on nice days!

  • I am a big foodie and love to have my morning coffee.

  • Fun fact: I lived in Greece when I was 12 thru 18. I moved there with my whole family. We are 4 sisters total.

  • I am big on epic movies and shows. Some of my favorites are Gladiator, Braveheart, Game of Thrones, DC, Star Wars and any superhero movies.

  • I am big on music and dance. Currently learning how to play guitar. 

Daisy Marrero

Founder/Accounting Consultant & Advisor

Experience: Over 25+ years experience in the accounting industry. Many of those years as a Senior Accountant, Accounting Manager and Assistant Controller in multiple different industries.

Education:

Bachelors Degree in Accounting - Capella University.

Associates Degree in Accounting - Rasmussen College.

Technical Skills: Quickbooks Online ProAdvisor, Xero, integration and automation experience.

Specialty: Virtual Accounting & Advisory Services for small businesses with main focus on streamlining and automating processes, procedures and establishing internal controls.

My mission is to help you take your business to the next level. I will optimize the financial side of your business, giving you time and focus for everything else!

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Major Accomplishments

  • In applying my expertise and strategies I was able to improve cash flow of a mid size business from a borrowing stand point to over $5 million within 1 year. I have increased it to be at the highest around $6-$7 million after 2 years of cash flow control and monitoring.

  • Helped a growing trucking company with implementing processes and procedures to streamline Accounting and company expense management and by moving them to Ramp expense platform. Also implemented Ramp credit cards with internal controls setup and policies put in place for card and travel expenses. Resulted in automation and streamlining their data from Ramp to integrate to Quickbooks Online including approval processes and internal controls. Successfully completed within 2 months. 

  • I implemented a simplified and automated form of preparing 30-40 closing entries performed monthly which resulted in a reduction of repetitive work, time and errors. 

  • Was able to reduce costs in company budget by 25% by carefully reviewing items that fluctuated significantly and identifying costs that were reduced with supplier negotiations, applying discounts, etc.

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About: About

Growing your small business can be a struggle.

 

You already have so many different aspects of your business to focus on, and therefore can be a challenge to make sure you are doing everything correctly on the financial side of your business.

 

That is why we decided to specialize in helping you take your business to the next level.

 

We do this by providing Virtual Accounting and Advisory Services exclusively to small businesses.

 

Our mission is to help you focus on running your business with the peace of mind that your accounting is being handled the right way and customized to your industry!

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