Navigate your finances.

Elizabeth "Liz" M. McKersie has over 25 years of experience in the financial industry with expertise in reorganizing and streamlining operations while strengthening financial performance to ensure a business's growth. In addition to her success in implementing process improvements and developing organizational solutions that positively impact the bottom line, she has
proven expertise in:

    • Financial Reporting
    • Analysis
    • Forecasting
    • Budgeting
    • Auditing and Controls
    • Cash Management

    In 2003 Liz began working as an independent Financial Operations Consultant
    and has been recognized for instituting productivity improvement initiatives
    and new project management processes, in addition to establishing business
    and financial operations for small to medium sized business clients in a variety
    of industries such as:

    • Retail Operations
    • Food (Catering and Restaurant)
    • Finance Services
    • Nonprofits (501c3)
    • Real Estate and Construction
    • Household Management and Personal Services
    • Manufacturing (Design and Importing)
    • Dental (Technical and Professional Services)

    Liz also effectively works with client accountants in maintaining accurate
    reporting and tax filing and serves as an expert liaison for banks, brokerage
    firms, attorneys and outside accountants. As a QuickBooks ProAdvisor, she
    manages general ledgers and accounting systems, produces cost report and
    forecasting models. In all her work Liz strives to provide expert advice
    to meet the financial needs of her clients.

    Liz received her MBA from Simmons College Graduate School of Management
    in Boston, MA and her BS in Consumer Economics from Cornell University in
    Ithaca, NY. She honed her professional expertise in finance by working for
    Osterweis Capital Management, Custom Diversification, Palo Alto Investors,
    Marin Capital Partners, LP and Conifer Securities.

    Aside from her financial services, Liz is a true gourmand with a Certificate in
    Culinary Arts from Tante Marie's Cooking School, San Francisco. Liz lives in
    Arlington, MA.

Elizabeth McKersie, QuickBooks ProAdvisor