Iona is highly organized, detail oriented, committed, intelligent and creative. She is skilled in assessing a course of action and making subsequent adjustments for peak efficiency, resolving problems to the satisfaction of all parties.
She is self-motivated, dependable and reliable and her superior people skills allow her to work well in teams.
Iona combines her experience, training, and professionalism to create customized accounting systems that produce reliable and accurate information with which to manage your business.
She also manages streamlined workflows to pay bills, sends out customer invoices, manages payroll, makes collection calls, and manages accounting related projects to completion.
Iona’s goal is to provide business owners with the financial tools they need to effectively manage their businesses to increase profitability and reduce the stress and burden often associated with maintaining an accurate and reliable accounting system.
Having worked with a variety of different clients, and their unique and individual needs and requirements – from a large international multi- million dollar corporation, to small sole proprietor businesses and personal finance bookkeeping, Iona brings a wealth of experience to bear on any bookkeeping engagement.
She developed and maintained a cost accounting solution for a large international company to supplement their corporate accounting system and afford management more detailed data to control costs and increase profits.
Iona has also setup and maintained bookkeeping systems for a number of small to medium sized businesses in a wide range of industries including construction, consulting, electrician, retail, manufacturing, landscaping, medical, real estate, and professional services.
This extensive experience allows Iona to create elegantly efficient, practical bookkeeping solutions that leave her clients feeling secure in the knowledge that their financial records are accurate, secure, and accessible.
RELIABLE, DEPENDABLE, COMMITTED
Iona approaches her work in a systematic and efficient manner. Her tenacious diligence is evident in the up to date, accurate bookkeeping systems she maintains for all her clients.
She is committed to making the bookkeeping work as painless and as easy as possible for her clients while at the same time maintaining a high level of accuracy and precision.
Iona has completed college level Basic, Advanced, and Managerial accounting courses.
She is a certified Intuit QuickBooks ProAdvisor.
Iona has also completed additional QuickBooks training given by the Sleeter Group, a nationally recognized leader in software training as it applies to QuickBooks. She has completed H&R Block tax training, State Sales and Federal Payroll Tax courses and advanced Excel spreadsheet training.
Iona is a self-starter. Seeing what needs to be done, she rolls up her sleeves, and gets it done.
Her highly developed communication skills evident in her calm, straightforward demeanor, are effective and inspire confidence when acting as a liaison to your tax, mortgage, banking, or loan professionals.
She is adept at “managing up”, keeping client affairs and reports up to date and reporting requirements to outside agencies on time.
CREATIVE & INSIGHTFUL PROBLEM SOLVER
Iona is a creative and insightful problem solver. She is able to grasp a complex, accounting system problem and quickly find a simple, straightforward, affordable solution and then to maintain and manage that solution to produce accurate and reliable data and reports.
The driving principle behind all her problem solving is to find a solution that is organized, efficient, and easy to use that reduces the stress and burden on the client, while simultaneously maintaining the highest professional accounting standards.
Initial Set Up & Consulting
Creation and Maintenance of Efficient Systems
Ongoing Bookkeeping Services and Organization