Isa Richardson

My Name Is Isa Richardson, and I have over 7 years of Bookkeeping Experience and Tax Experience. I studied Accounting and worked under CPA/ EA and CFP and have successfully applied what I have learned in college. Over the years, I have learned these skills have been a major help to other Business Owners with their Business needs. In addition, my tax education is up to date  which keeps any Bookkeeping current  to tax laws. I am currently studying to be a Enrolled Agent( EA), but am a 7-year holder of the AFSP (Annual Filing Season Program) given by the IRS. The AFSP is an18 hours course of continuing education, including a six hour federal tax law refresher course with a test every year.


Core Competencies:

 

  • Payroll

  • A/R

  • A/P

  • PPP Loan Applications

  • Bookkeeping with Wave/ QBO

  • Training Business Owners on Wave and QBO

  • Administrative Assistance such as Scheduling, Calls, and Docusigns

  • HR Onboarding

  • Personal Bookkeeping and Cash Flow

In my spare time, you can find me watching Lucifer, Arrow and Supernatural on Netflix and or spending the weekend with my 7 yr. old son and My Boyfriend hiking or swimming in the nearby lake or making delicious food with family.