• Certified Public Accountant
  New York License #107889-1
• 20 years in accounting
  Big Four audit, SEC reporting, government, and tax
• Began at Deloitte & Touche
  Senior Auditor, Private Equity Investor Services — Miami & New York
• Education
  B.S. Accounting, Sacred Heart University
• Based in
  Lauderhill, FL — serving clients nationwide
• Platforms
  QuickBooks Online (ProAdvisor), Xero, NetSuite, Sage Intacct
• Founder
  The Ledgers Advisory — financial systems & templates for small business owners

About

I'm Sophia Sinclair Miller, and I fix books that got away from people.

Not the tidy ones. The eighteen-months-behind, three-bank-accounts, personal-card-mixed-in, last-bookkeeper-ghosted-me ones. That's the work I'm good at, and it's the work most firms quietly decline.

I help small business owners clean up chaotic financials, get real clarity on cash flow, and reduce tax exposure — without hiring a full-time CFO, and without dreading the next letter from the IRS.

I spent four years at Deloitte & Touche as a Senior Auditor in their Private Equity Investor Services group, leading teams through audits of investment funds in Miami and New York — Level 3 valuations, carried interest models, fair value testing, the kind of work where a number has to survive being taken apart by people whose job is taking numbers apart.

What came after was deliberately broad. SEC reporting at a public retailer, preparing 10-Qs and 10-Ks. Interim Director of Finance for a Florida municipality, drafting the CAFR and rebuilding collections that recovered $2.2 million in past-due accounts. SOX control implementation and month-end close redesign for Fortune 500 companies. Audits of nonprofits and government entities. Then tax — currently preparing and reviewing complex federal and multi-state returns for high-net-worth individuals, partnerships, S corporations, trusts, and estates, plus the notices, amended returns, and penalty abatement requests that come with them.

That range is the point. I've seen how books get built at every scale, and I've seen what happens when they weren't built right — because eventually someone audits them, a lender reads them, or the IRS asks a question.

Here's what I've learned doing this work: nobody gets behind on their books because they're careless. They get behind because the business got busy, the bookkeeper left, or the software stopped making sense — and then every month that passed made it harder to start. By the time someone calls me, they've usually been avoiding it long enough to be embarrassed. That part I can take off the table immediately. I've seen worse, and I'm not going to make you explain it.

What makes the work different is that I'm a CPA who does both sides. I prepare the returns these books feed into, and I've sat on the audit side testing whether records hold up. So when I'm deciding how to code an owner's transfer, a mixed-use vehicle, or a loan from a family member, I'm not guessing at a category — I know which line it lands on and what happens if it's wrong. That's the difference between a cleanup that holds and a cleanup you pay for twice.

The other thing I care about, maybe more than I should: building systems that don't need me standing over them. Most of a small firm's month goes to doing the same fourteen things by hand — I know, because I once rebuilt a month-end close into a working-day checklist and watched it stop being a fire drill. I spend a lot of my time now figuring out which of those tasks can be automated, templated, or handed to a tool. For my own practice first, and increasingly for the firms and nonprofits that ask me how I did it. That's also the work behind The Ledgers Advisory — the systems and templates I built for myself, packaged so other owners can use them too.