Emma Simon
Bookkeeping and Payroll Specialist
Montana Office | Serving the Mountain West & Beyond
EXPERTISE
Bookkeeping & Payroll Processing
Financial Statement Preparation
Financial Reporting & Presentation
Accounts Payable & Receivable
Inventory & Asset Management
Customer Experience Optimization
Tax Compliance & Filing
Software Implementation
Process & Workflow Development
Professional Overview
Emma is a seasoned bookkeeping and accounting professional
with years of experience supporting financial operations across a
wide range of industries. As a Bookkeeping Specialist, she
provides project-based services, including transaction
categorization, account reconciliations, general ledger cleanup,
and certified payroll reporting. She is a Certified QuickBooks
Online ProAdvisor with multiple ProAdvisor Academy
Certifications including Bookkeeping and QuickBooks Online
Levels One and Two.
In addition to her financial expertise, Emma has extensive
experience in property management, previously overseeing a
portfolio of more than 200 properties and 800+ rentable units
ensuring financial accuracy and efficiency through meticulous
account processing and operational oversight. Her work reflects a
strong commitment to organization, accountability, and the
delivery of high-quality service.
With a background in behavioral health services and peer
support, Emma brings a unique, people-centered approach to
her work. She is especially skilled at creating inclusive, supportive
environments and is known for her practical mindset, attention to
detail, and ability to deliver consistent results. Whether stepping
in for interim financial leadership or managing ongoing
operations, she is a trusted partner for clients seeking
dependable and strategic financial support.
Clients value her balanced approach, reliability, technical skill,
and attention to detail. Whether supporting long-term clients or
providing short-term relief, Emma brings a people-first, solutions-driven mindset to every engagement.
TTI ASSESSMENT
Emma's TTI assessment reveals her to be a problem-solver, highly performance-driven, and dataoriented. She is able to focus on complex situations with ease. She places an emphasis on the cognitive process and logic when making decisions. Emma is proficient and skilled in her technical specialty. She is quick to understand and adhere to group expectations and technical requirements. Her communication style is trusting, collaborative, diplomatic, analytical and concise.
CERTIFICATIONS
Real Estate & Property Management
Construction & Trades Groups
Health & Human Services
Nonprofit Organizations
Professional Service Firms
Engineering, Energy & Utility
COMMUNITY LEADERSHIP
Community Involvement in Professional Networks (VARC, Woodard Group, PayrollOrg), Building Industry, Chamber of Commerce, and Educational Organizations.
BEYOND THE OFFICE
Emma is currently pursuing a Bachelor of Science in Accounting from Western Governors University, and is a trained Intuit Bookkeeper, holding ProAdvisor certifications for both QuickBooks Online (Levels 1 and 2) and QuickBooks Payroll. Additionally, she is commissioned as a Notary Public for the State of Montana. When she’s not focused on the numbers, Emma channels her creativity into figure skating, arts and crafts, and playing the flute. She enjoys spending time exploring the beautiful Montana wilderness with her husband, Mario, and dog, Enzo.