EMM Consulting

EMM Consulting is the Arlington bookkeeping and financial operations practice of Elizabeth “Liz” McKersie, who helps small and medium-sized businesses keep their books accurate and their finances organized. Working mainly in QuickBooks, she handles cash flow challenges, bill payments, general ledgers and reporting that shows how business activity affects the financial statements. Clients range across industries, from catering and restaurants to real estate, construction, manufacturing and dental services, as well as household management.

McKersie has more than 25 years in the financial industry and has worked independently as a financial operations consultant since 2003. Earlier, she worked at investment firms including Osterweis Capital Management and Palo Alto Investors. Her work often goes beyond bookkeeping into streamlining systems, establishing financial operations and creating cost reports and forecasting models. She also coordinates with clients’ accountants on reporting and tax filings and acts as a liaison with banks, brokerages and attorneys.

What to Know

• McKersie is a QuickBooks ProAdvisor and also works with Quicken.
• She holds an MBA from the Simmons College Graduate School of Management.
• Her bachelor’s degree in consumer economics is from Cornell University.
• She also earned a culinary arts certificate from Tante Marie’s Cooking School in San Francisco.