Finance and accounting operations
10 accounting consultants
Each of these ten people has worked as an accounting consultant or run an accounting consulting practice for client businesses. Readers can learn how an experienced accounting consultant cleans up books, sets up financial reporting and supports a company that lacks a full-time accounting team.
Professionals to explore
01—10Carlos P. Herrera
LinkedInExperience: Accounting Consulting Bookkeeping Services · Consultant
Has provided accounting consulting and bookkeeping services as a consultant since 2007. His profile lists bookkeeping, accounting consulting and income tax preparation, QuickBooks Pro-Advisor status, and specialties in A/P, A/R, payroll, financial statements and account reconciliations. He was Director of Accounting at ProMedia (2015–2023).
Jane Saunders
LinkedInExperience: Business Owner · Jane Saunders Consulting, LLC
Business Owner of Jane Saunders Consulting, LLC, a current role. Her profile describes assisting clients with accounting and reconciliations, in-house financial statements and training on software and accounting procedures, plus accounting consulting on month-end, quarter-end and year-end closing and bookkeeping. She was Senior Accountant at Rea (1995–1998).
Johanna Wright-Vines
LinkedInExperience: Senior Accounting & Bookkeeping Consultant · BizSynk LLC
Senior Accounting & Bookkeeping Consultant at BizSynk LLC since 2011. Her profile describes experience in GAAP-compliant financial reporting, general ledger management, nonprofit fund accounting and public accounting, and lists QuickBooks certification. She was Senior Accountant at BabyNov USA, LLC (2024–2026) and at First Presbyterian Church of Gallatin (2023–2024).
Karen Stevenson, CPA, MAcc
LinkedInExperience: Accounting and Finance Consultant, President · HK Accounting, LLC
Accounting and Finance Consultant, President at HK Accounting, LLC since 2017, and former Senior Director, CPA at RSM US LLP (1993–2017). Her profile describes a CPA specializing in accounting, audit and financial reporting for industries including manufacturing, distribution, construction, nonprofit, country clubs and hospitality, and lists budgeting and technical accounting research.
Kendra Middleton
LinkedInExperience: Independent Accountant Fractional Controller · KM Books and Consulting
Independent Accountant Fractional Controller at KM Books and Consulting since 2009. Her profile describes a Certified QuickBooks ProAdvisor with experience across corporate, CPA firm and construction environments, and expertise in rebuilding complex charts of accounts, streamlining financial operations and managing multi-entity structures. She was Accounting Controller at Pluum Construction (2023).
Linda Geyer
LinkedInExperience: Senior Consultant · Accounting Management Solutions, Inc.
Senior Consultant at Accounting Management Solutions, Inc. since 2013 and President of ABS Accounting and Business Services, LLC since 2011. She was Treasurer, Controller at Tec-Sem USA Inc. (2001–2011) and Interim Town Accountant for the Town of Tyngsborough, MA (2011–2012). Her profile lists experience in accounting, finance, regulation and contract negotiations.
Ricardo A. Garzon
LinkedInExperience: Accounting Finances & Business Consultant · GARZON CONSULTANTS LLC
Accounting Finances & Business Consultant at GARZON CONSULTANTS LLC since 2013, offering business solutions in accounting and finance, including accounting and bookkeeping services and tax planning. He was Controller Services Consultant at LANE PETTIGREW ASSOCIATES (2013–2014) and Financial Controller there (2005–2013).
Sheri Easley
LinkedInExperience: Owner Accounting & Finance Consultant · AWA Advisory Group
Owner Accounting & Finance Consultant at AWA Advisory Group since 2020. Her profile says she provides accounting and finance consulting for U.S.-based businesses that need senior-level support without adding a full-time hire and helps owners and executives get clean books. She was also Senior Director Finance at Klein Hersh (2021–2025).
Stefanie Ostertag
LinkedInExperience: Founder & E-Commerce Accounting Consultant · Numbers and Naps Consulting
Founder & E-Commerce Accounting Consultant at Numbers and Naps Consulting and Contract Accounting Consultant at Integration Accounting, both since 2025. Her profile says she helps growing e-commerce brands build their financial operations and lists QuickBooks, A2X, Shopify and inventory systems for multi-channel brands. She was Bookkeeping & Accounting Manager at San Diego Business Solutions (2019–2025).
Zahra Maqbool
LinkedInExperience: Senior Accounting & Financial Consultant · Self Employed
Self-employed Senior Accounting & Financial Consultant since 2023, and founder of Zahra & Co. Advisory since 2026. Her profile describes helping businesses create clarity through strong financial operations, organized bookkeeping and smarter business processes. She was Senior Accountant at General Networks Corporation (2019–2023).
Choose the right perspective
Match the consultant's focus to your need, for example bookkeeping cleanup, month-end close and reporting, e-commerce accounting, nonprofit accounting or controller-level support. Ask which accounting systems they use most and how they hand work off to your tax preparer or auditor.
Questions to take into the conversation
- 01What should a small business fix first when its books are months behind or inconsistent?
- 02How do you set up a month-end close and reporting package for a company without a full-time controller?
- 03When should a growing business move from an outside accounting consultant to an in-house accounting team?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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