My focus
My focus is on Caseware and Excel file preparation. I help clients prepare working files from the financial figures and supporting documents they provide.
Background
Turning messy information into structured working files.
I’m a finance professional with a background in accounting, financial reporting, ERP systems, and structured working files. I enjoy taking financial information that feels messy, incomplete, or difficult to follow and turning it into a clear, organized file with better structure, traceability, and supporting documentation.
What I help with
This can include trial balance mapping, lead schedule preparation, supporting document linking, query lists, and file cleanup before review.
Who I work with
I work best with accountants, finance teams, consultants, and business owners who need practical support preparing their files.
Approach
Simple, structured, and review-focused.
A clean working file should help the reviewer understand where figures come from, where support is located, and which items still need attention.
Keep the file structured, keep the numbers traceable, and make the review process easier.
Need a cleaner working file?
If you need a clean Caseware or Excel file prepared from your financial figures, I can help organize the information into a clear, review-ready structure.