Edwin Monteiro

About Edwin Monteiro

It\'s your business. Your profits should come first.As a Certified Public Accountant who works with entrepreneurs and growing businesses, I know how frustrating traditional accounting and bookkeeping services can be. They\'re transactional. Do the books, prepare the taxes, numbers in, numbers out, and you pay a fee. But what about a strategic approach to PROFIT? My firm, Axis CPA Group, focuses on financial strategies that actually INCREASE our clients\' bottom line. We go beyond bookkeeping and tax expertise. For over a decade, Axis CPA Group has helped numerous companies focus on GROWTH. How do we do that?INNOVATION COMBINED WITH DEEP EXPERTISE. We’re a modern accounting firm that fuses cutting-edge technology with tried and true traditional methods to deliver real results. Taking an innovative approach to accounting services allows us to: Work the way you want to work Be accessible - wherever you are Provide you with secure access to your financial information whenever you need itI\'ve always been tech-savvy; it’s been a core characteristic in my professional career. As Principal of Axis CPA Group, I’m a Certified Information Technology Professional and a Certified Xero Advisor. My team and I have direct, hands-on experience increasing profits for businesses, and we have access to profit specialists across the globe. As I leveraged this expertise, I recognized a gap in the market for modern optometry practices. As a result, I also launched OpticHR, a company dedicated to providing strategic HR solutions and advisory support tailored specifically for the optometry industry. OpticHR Our mission is to empower optometry practices to maximize the impact of their teams, ensuring operational efficiency and sustainable growth. From payroll and benefits to staffing and ongoing consultations Tailored workforce strategies and regulatory compliance solutions Streamlining operations and empowering growth journeysWe handle the business complexities so our clients and their teams can focus on delivering exceptional eye care and achieving new levels of success.Let\'s talk about how to elevate your i•••@axiscpa.com

Experience

1. Principal

   Axis Cpa Group

   Jan 2014 — Present · Watertown, CT, US

   We\'re a modern, specialized accounting firm that assists clients with their tax and financial needs. Using the latest, cutting-edge cloud technologies, we provide strategic solutions and advice to support our clients\' business and personal pursuits.

Education

• Quinnipiac University

  Bachelor of Science, Accounting and Computer Science

  1990 — 1994

Skills

• Financial Reporting
• Cpa
• Cloud Applications
• General Ledger
• Internal Controls
• Accounts Payable
• Great Plains Software
• Auditing
• Microsoft Excel
• Accounting
• Xero
• Consulting
• Small Business
• Tax
• Quickbooks
• Financial Analysis
• Strategic Planning
• Account Reconciliation
• Finance