Laurie Oneil

About Laurie Oneil

As the founder of Innovative Financial Services, LLC, I bring over 20 years of accounting and operational experience helping small and mid-sized businesses take control of their finances through customized bookkeeping and Client Accounting Services (CAS).My career spans roles in public accounting, operations management of a large-scale facility, and as Controller for a recruiting firm—giving me a practical, real-world understanding of how efficient financial systems drive business success. I’ve worked with clients across diverse industries, including medical practices, contractors, non-profits, attorneys, real estate professionals, and service-based businesses, tailoring solutions that align with each organization\'s structure, mission, and resources.I am honored to be a multi-year Top 100 QuickBooks ProAdvisor, recognized as the #1 Advanced Certified QuickBooks ProAdvisor in Hartford, CT. My certifications include QuickBooks Online, QuickBooks Desktop, and QuickBooks Enterprise. As an alumni of the Intuit Accountant Trainer/Writer Network, I stay ahead of industry and software trends to deliver expert guidance and education to clients and professionals alike. Specialties:Full-service and outsourced bookkeepingController-level CAS support and financial oversightQuickBooks clean-up and file optimizationMerging, integrating, and structuring QuickBooks filesCustom QuickBooks training and support for staffAdvisory services to improve financial processes and reportingWhether you need a trusted partner for day-to-day bookkeeping or strategic financial insight to help your business grow, I offer the expertise and personalized approach to move your business forward with clarity and confidence.

Experience

1. Owner

   Innovative Financial Services, Llc

   Jan 2001 — Present · East Hartford, CT, US

   Innovative Financial Services LLC is Hartford, CT\'s top leading team of QuickBooks experts, focusing on providing Bookkeeping Services, Training, Set-up & Implementation, File Mergers/File Condensing and Consulting Services. Our company specializes in providing value packaged Bookkeeping Services / Remote Accounting, QuickBooks software support, Training and General business consultation. Everyday our team of accounting professionals strive to understand the challenges facing our clients and respond by providing efficient bookkeeping services by implementing strategic technological and organizational solutions. Our firm\'s bookkeeping services address the needs of so many business owners who do not have qualified accounting or bookkeeping staff members. Many of these business owners are finding their in-house bookkeeping staff is not properly trained in QuickBooks or has a lack of knowledge when it comes to bookkeeping. Therefore often not getting the financial expertise to make better business decisions, take advantage of new tax laws or maximize profits.

Education

• Central Connecticut State University

  Bachelor of Science, Accounting

  1991 — 1996

Skills

• Balance
• Peachtree
• Adp Payroll
• Sales Tax
• Leadership
• Management
• Real Estate
• Financial Reporting
• Payroll
• Analysis
• Nonprofits
• Professional Services
• Reconciliation
• Customer Service
• Account Reconciliation
• General Ledger
• Small Business
• Invoicing
• Non-Profits
• Accounting
• Small Business Accounting
• Time Management
• Budgets
• Bookkeeping
• Accounts Receivable
• Accounts Payable
• Cash Flow
• Financial Statements
• Quickbooks
• Contractors
• Bank Reconciliation
• Financial Analysis
• Myob
• Training