YOLANDA F DANIELS

Roles available for:
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Fractional
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Consulting
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Contract
- Interim
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Lakeworth Beach, Florida, United States
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http://qbookstaxpros.com
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Country experience:
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United States of America
Northern America
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Languages:
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English
EnglishLevel: Native
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English
Achievements

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Expertise
Fractional CFO Services Cash Flow Forecasting Board & Investor Reporting Fundraise & Due Diligence Readiness QuickBooks Systems & Financial Operations Margin & Profitability Analysis -
Services
Fractional CFO, Outsourced CFO & Part-Time Controller services: cash flow forecasting, board-ready reporting, fundraise/due diligence prep, full-cycle accounting (GL, AP/AR, payroll, close), GAAP/SOX compliance.
Roles available for:
-
Fractional
-
Consulting
-
Contract
- Interim
-
Lakeworth Beach, Florida, United States
-
http://qbookstaxpros.com
-
Country experience:
-
United States of America
Northern America
-
-
Languages:
-
English
EnglishLevel: Native
-
English
Achievements
Why hire me in a fractional role
Experience
Fractional role
Strengths in this role: Cash Flow Forecasting, Financial Modeling, Board & Investor Reporting, Fundraise & Due Diligence Prep, Margin Analysis, Budgeting & Forecasting, KPI Dashboards, QuickBooks Systems Optimization, Strategic Financial Planning, Forensic Accounting
Industry Group: Finance
Industry: Accounting
Years of experience: 25 years
Industry Group: High Tech
Industry: Computer Software
Years of experience: 10 years
Industry Group: Consumer Goods
Industry: Retail
Years of experience: 8 years
Company name: QBOOKS TAX PROS LLC
Company size: 5 employees
Role in this company: Founder and Fractional CFO delivering cash flow forecasting, board-ready financial reporting, KPI dashboards, and financial strategy to growth-stage businesses ($2M-$25M revenue). Lead fundraise and due diligence prep, margin analysis, and QuickBooks systems oversight, backed by a forensic accounting background.
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Degrees & accreditations
MBA
Accredited Tax Preparer (ATP)
Certified Public Bookkeeper (CPB)
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Success story
As Fractional CFO for QBooks Tax Pros and Accounting USA, I've managed full-cycle accounting for multiple client businesses simultaneously - GL, AP/AR, payroll, month-end close, and financial reporting - while maintaining strict GAAP and SOX compliance. I use AI-powered accounting platforms and automation to deliver real-time financial insights that support executive decision-making.