About Riselle Sanchez

Hi I'm Riselle Sanchez I’m an accountant and business consultant who’s passionate about helping professionals see accounting in a clearer, smarter, and more modern way. Over the years, I’ve had the opportunity to work with clients across different industries from small startups finding their footing to established companies refining their systems. Along the way, I’ve learned that accounting isn’t just about numbers it’s about creating clarity, structure, and confidence in every decision you make. I built this platform to share insights, tools, and workflows that make accounting simpler and more meaningful. My goal is to turn what often feels complicated into something practical and empowering helping entrepreneurs and finance professionals make confident, data-driven decisions. Here, you’ll find educational content, process tips, and thoughtful discussions about the ever-evolving world of accounting and finance. Whether you’re a bookkeeper looking to grow or a business owner striving for clarity, this space is here to support your journey. Connect with me on LinkedIn to continue the conversation and stay updated on the latest in modern accounting and financial management.

My story didn’t start with spreadsheets or balance sheets. It started with curiosity, a bit of uncertainty, and a desire to do work that actually meant something. When I began my career, I started off being a bookkeeper helping small businesses set-up their Quickbooks or Xero, creating standard operating procedures and preparing monthly close bookkeeping reports. I was grateful for the experience, but deep down, I felt something was missing. I didn’t just want to record transactions; I wanted to understand them to help people make sense of what their numbers were really saying. That curiosity led me to explore different sides of the accounting world. I’ve worked with startups finding their rhythm, eCommerce brands scaling fast, and real estate teams managing growth each one teaching me that behind every figure, there’s a story worth telling.

Eventually, I stepped outside the walls of traditional accounting and began working with clients from around the world. It wasn’t a smooth ride there were slow months, late nights, and plenty of “am I doing this right?” moments. But every challenge taught me something new about resilience, resourcefulness, and the value of continuous learning. Somewhere along the way, I realized accounting isn’t just about numbers it’s about clarity, confidence, and control. When business owners understand their finances, they make smarter choices, build stronger systems, and grow with purpose. That’s what inspires me every day. This platform is my way of giving back a place where I share practical insights, modern workflows, and lessons learned from real experience. My hope is that it helps others whether you’re a bookkeeper, an entrepreneur, or someone just trying to make sense of your own business finances see accounting not as a burden, but as a bridge to something bigger.

Thanks for being here and I hope my journey inspires you to find the same balance between precision and purpose in your own path.

MY EDUCATION AND EXPERIENCES

Certifications:

•Certified Quickbooks Pro-Advisor
•Advanced Certified QuickBooks ProAdvisor
•Xero Advisor Certified
•Bill.com Certified
•A2X User Certified
•SAP Business one consultant


Education:

•Bachelor of Science in Accounting Technology
•Bachelor of Science in Accountancy

Industries that worked with:

•NFTs (Non-Fungible Tokens) & Digital Collectibles
•Web3 & Decentralized Applications (dApps)
•DeFi (Decentralized Finance) Sector
•eCommerce
•Real estate
•Accounting firms

Softwares that I used:

•A2X
•SKU VAULT
•Amazon
•Shopify
•ebay
•Unleashed
•Dear/Cin7
•Tradegecko
•Hubdoc
•Dext
•Expensify
•Gusto
•Humana

•ADP
•Bill.com
•CCH Axcess Tax
•Turbo Tax
•Tax Wise
•Cryptio
•Airbnb
•Apartments.com
•Quickbooks
•Xero
•Microsoft Dynamics
•Wave

Tax Accountant & Bookkeeper

Key Achievements:

Managing full-cycle bookkeeping and financial reporting for women-focused financial services company.

• Managed accounting for $2M+ annual revenue across multiple sales channels
• Reduced month-end close from 7 days to 3 days through SOPs
• Create a sales report tracker analysis to improve revenue comparison / targetting
• Supervised junior bookkeeper, improving team efficiency by 40%

Core Functions:
• Full-cycle bookkeeping: recording transactions, bank reconciliation, A/P & A/R
• Payroll processing
• Monthly financial statement preparation (P&L, Balance Sheet, Cash Flow)
• Month-end and year-end closings with adjustments and accruals
• Client communication for financial guidance and reporting
• Tax compliance: ensuring accurate regulatory filings

• Successfully onboarded 10+ new clients with seamless system integration
• Managed $5M+ in annual client revenue across multiple industries

Core Functions:
• Financial Reporting: Prepared monthly P&L, balance sheets, and cash flow statements
• Tax Compliance: Filed individual and business tax returns (S-Corp, C-Corp, partnerships)
• General Ledger: Maintained GL accuracy through detailed reconciliations
• Fixed Assets: Managed depreciation schedules and asset registers
• Month-End Close: Processed accruals, adjustments, and journal entries
• Audit Support: Coordinated with external auditors for annual reviews
• Year-End Accounts: Prepared statutory financial statements per GAAP
•  Client Communication: Weekly meetings for transaction review and financial planning

WORK FLOW AUTOMATION ASSOCIATE

Fast! Most cleanup projects are completed within 2-4 weeks depending on how far behind you are. I'll prioritize getting you caught up so you can file taxes on time, make informed business decisions, and finally have peace of mind about your finances.