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  • US$16 hourly
    I'm a qualified and professional accountant/bookkeeper and having eight years of experience in this field. I want to work with a dedicated team that helps me solve problems quickly. I'm reliable, detail-oriented & friendly. Services provided to my clients: 1. Prepare a chart of accounts 2. Create products and services 3. Categorize transactions accurately 4. Bank, Credit card reconciliation 5. Invoices handling 6. Vendor bills handling 7. A/R & A/P management 8. Payroll management 9. Inventory management online & offline 10. Tax preparation 11. Return Filing 12. Producing reports, e.g., profit & loss, balance sheet, cash flow, etc. 13. Journal entries if needed 14. Year-end accounting 15. Coordinate with CPA at the time of return filing 16. Multitasking 17. Discuss any issues & resolve at the same time 18. Discuss the business health and advise if necessary 19. Weak area point out where we need to improve 20. 95% availability 21. Data Migration from Quickbooks to Zoho Books, Zoho books to Wave, Wave to Zoho books, Xero to Quickbooks online etc. Strong understanding of basic accounting principles. I work simple and easy to understandable & very familiar with Quickbooks, Xero, Wave, and Zoho. Strong ability to work independently. I'm excellent when setting up a business in QuickBooks or any one of the accounting software. Thank You! Suman
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    Accounts Receivable Management
    Accounts Payable Management
    Administrative Support
    Data Entry
    Wave Accounting
    Bookkeeping
    Xero
    Accounting Principles & Practices
    Intuit QuickBooks
    Bank Reconciliation
    Zoho Books
    Tax Preparation
  • US$90 hourly
    I was born and raised in Ibiza, Spain. I have 20+ years of experience in tax consultancy, accountancy, and tax filing, providing tax and accounting services to individuals and small businesses based in Spain. I offer individualized, attentive care to each client while maintaining a close and personal relationship. I am proud of my 'Top Rated Plus' status on Upwork and look forward to maintaining my 100% job success. These are some of the tasks I do regularly: — Quarterly and yearly tax returns: VAT, withholding taxes, part payments, intracommunity operations. — Income tax returns, corporate tax, wealth tax, Modelo 720, Modelo 210. — Full assistance to register as self-employed in Spain: Tax authorities, social security, digital certificate, etc. — Personal/Company taxes in Spain: analysis and forecast. — General and specific advice about taxes and procedures. — Help to register your SL company in Spain. — Balances, annual accounts. — Bank reconciliation. — I am familiar with several platforms and accounting software: Holded, Sage, A3 Wolters Kluwer, Quickbooks, Quipu, Receipt Bank, Cuentica, Factura Directa, Contasol, Nomo. Are you looking for quality and cost-effective services? Feel free to reach out to me!
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Tax Law
    English
    Bookkeeping
    Corporate Tax
    Value-Added Tax
    Certified Tax Preparer
    Accounting Principles & Practices
    Tax Preparation
    Bank Reconciliation
    Tax Return
    Microsoft Excel
    Financial Accounting
    Accounting
    Numeric Fluency
  • US$25 hourly
    An expert content writer with more than 8 years of working experience in 2 reputed organizations of Sweden. I am a postgraduate researcher with a strong grip on multiple fields such as Marketing, Public Administration, Management Sciences, Human Resource Management, Business administration, accounting & Finance, and Mass communication. I can also provide you services regarding SPSS data analysis, survey questionnaires, proofreading, etc I love to deliver quality work in a timely manner. Don't worry about your deadlines as I am very concerned about my commitments. 100% original work will be presented attached with the Turnitin plagiarism report. Feel free to contact me for any kind of content-related queries and you would never regret it.
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    Accounting Principles & Practices
    Survey Question Writing
    Data Analysis
    Finance & Accounting
    Thesis
    Literature Review
    Research Proposals
    Editing & Proofreading
    Hypothesis Testing
    Article Writing
    APA Formatting
    Qualitative Research
    Quantitative Analysis
    IBM SPSS
    Business Plan
  • US$100 hourly
    I am a full-time freelancer and I love to help clients make data-driven decisions for their businesses. I previously worked in management consulting and have an an MBA in finance and an MS in data analytics. My strengths are in financial analysis, financial modeling & forecasting, other Excel or Google Sheets-based reporting/forecasting and modeling, and data visualization in Power BI, Google Data Studio, Tableau, or Excel/Google Sheets. If you have ever thought something like the following, I'd love to help you! "I wish I knew which products I should invest in and which ones I should cut" "I wish this data set could tell me _________" "I wish I had a better understanding of my cash outlook" "I wish I had a better BI dashboard to share with my team" "I wish this Excel model made me cry less" As a consultant I know the importance of being highly dedicated to client satisfaction, as you can see from my currently perfect 5.0 star review average and 100% Job Success Rate!
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    Microsoft PowerPoint
    Accounting Principles & Practices
    Microsoft Power BI Development
    Financial Modeling
    Data Analysis
    Relational Database
    Microsoft Power BI Data Visualization
    Data Visualization
    R
    Microsoft Excel
    Google Sheets
    Microsoft Power BI
    Financial Analysis
    Looker Studio
  • US$25 hourly
    I am a highly-skilled and well-rounded Certified Public Accountant (CPA) with excellent academic background, including a Cum Laude honor in college and a post-graduate Master's degree in Business Administration, and over eight (8) years of meaningful experience in the fields of auditing, accounting, financial management and financial analysis. I am a dependable professional with exceptional work ethics and inter-personal skills who has proven track record in delivering value-adding outputs that have contributed in the achievement of clients' operational, strategic and/or financial objectives, as well as in enhancing the clients' business processes which lead to the minimization of certain operational bottlenecks and financial reporting difficulties. You can always rely on my credentials consisting of seven (7) years experience as a state auditor (government external auditor) of the Philippines' supreme audit institution and other short-term engagements relating to the provision of various financial management and analysis services which helped clients in their economic or business/investment decision making. Be assured that I possess the competence and technical skills needed to help you reach your desired goals, especially on the areas of auditing, accounting, financial reporting, management, and analysis. In addition, I have a positive working relationship history with my clients, so be assured that I am capable of building and maintaining a harmonious and cooperative working partnership with clients and other stakeholders. I take pride on my integrity, credibility, honesty and loyalty and I deal with clients with utmost respect and courtesy - all this, as my way of expressing genuine concern for them and the attached duties and responsibilities. Lastly, as a true professional, expect me to strictly abide with all applicable laws, rules and regulations, including Upwork's terms and conditions, as well as the clients' policies and protocols. With my ability to follow instructions and directives, trust that I will perform tasks within the bounds of my duties and authority and initiate work even with minimal supervision. All necessary efforts will be exerted to deliver exactly what you need. Let's team up and achieve great things together. Peace and Love, Jb
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    Accounting Principles & Practices
    Financial Modeling
    Forecasting
    Xero
    Business Analysis
    Financial Analysis
    Financial Reporting
    CPA
    Financial Statement
    Financial Projection
    Intuit QuickBooks
    Microsoft Excel
    GAAP
    Finance & Accounting
    Bank Reconciliation
  • US$115 hourly
    Over 35 years experience of auditing and consulting. Had my own 14 person international CPA firm with the last 20 years in Los Angeles. Public company experience in financial statement preparation, auditing, audit prep, mergers and acquisitions of small market and large market transactions. Former PCAOB registered auditor. Due diligence projects, strategic planning, consulting projects for foreign investor visa projects. Familiar with cap tables and SEC regulations. Authored white paper submissions for a national CPA firm on new accounting standards and pronouncements. Technical advisor to various accounting firms. Tax planning and compliance. Highly successful IRS representation at the audit, appeals and collection level. Instructor in auditing, accounting and tax at the junior college and 4 year university level. Able to translate complex terminology and concepts into everyday language Choice of entity, Long range strategic planning. Over 25 years of Start up company consulting and accounting. Quickbooks experience
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    Human Resources Compliance
    Bookkeeping
    Accounting Advisory
    Accounting Principles & Practices
    Due Diligence
    Internal Auditing
    Mergers & Acquisitions
    SEC Reporting
    US Taxation
    Financial Reporting
    Corporate Tax
    Business Analysis
    Management Consulting
    IRS Income Tax Audits
    Financial Report
    Internal Control
    Financial Audit
  • US$55 hourly
    I have over 24 years providing Bookkeeping, Accounting and Tax services in Canada. The main services I provide are full bookkeeping, payroll, personal and corporate tax preparation and tax and accounting consultation. As well as financial models and projections using Excel I am also well versed in filing SRED documents for corporate taxes and can help file or consult with these returns. I prepare corporate T2 tax returns and personal T1 tax returns using professional tax software and e-filing. I am Advanced Certified in Quickbooks Online and provide services using Quickbooks, Wave, Xero, Dext and Hubdoc. Advanced Excel using pivot tables, filtering and macro development
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    Financial Reporting
    Accounting Principles & Practices
    Tax Preparation Software
    Certified Tax Preparer
    Corporate Tax
    Bookkeeping
    Sage 50cloud
    Balance Sheet
    Intuit QuickBooks
    Budget Management
    Tax Return
    Tax Preparation
  • US$165 hourly
    I build clear, easy-to-use financial models and data analytics to support your business decisions, pitches, and investments. My experience includes 10 years of using Excel / VBA, and I have modeled $2 billion of private equity transactions as an analyst at Goldman Sachs. I specialized in analyzing deals in the commercial real estate (office, hospitality, and multifamily) and consumer finance sectors. In addition to my modeling experience, I have also built VBA macros and dashboards to organize and speed up reporting processes for $700 million of portfolio positions. I specialize in modeling the following: • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Startup reporting and pitch book metrics (MRR, CAC, churn, customer LTV) • 3-statement (P&L, balance sheet, and cash flow) models • Equity waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt) • Distressed debt and real estate, non-performing loans • Sales and custom KPI forecasts • Sensitivity and multiple scenario analyses
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    Startup Consulting
    Financial Modeling
    Cash Flow Modeling
    Financial Reporting
    Private Equity
    Financial Projection
    Real Estate Financial Modeling
    Accounting Principles & Practices
    Financial Analysis
    Business Analysis
    Business Modeling
    Real Estate Investment Assistance
    Microsoft Excel
    Google Sheets
  • US$175 hourly
    I started Ghost Pepper Consulting, LLC (GPC) in 2022 to follow my passion to research, learn, and assist companies with the application of accounting principles. Prior to starting GPC, I spent six years in public accounting, where I was part of the National Office and specialized in lease accounting as well as accounting for complex debt and equity financing transactions. My industry experience includes working with companies in the consumer products, healthcare, airline, agriculture, non-profit, governmental, and technology sectors. In addition to National Office work, I provided audit and consulting services. Part of these services included assisting management with understanding and implementing effective internal controls. Over my career, I have co-written several comment letters to the FASB as well as co-published several articles on accounting for leases under the new standard (ASC 842). I also design and provide trainings on accounting standards and practices. Outside of accounting research and training, I assist small to mid-size business owners with accounting reconciliations, month-end processes, development of internal controls, and financial modeling and forecasting through Microsoft Excel.
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Budget
    Cash Flow Statement
    Financial Statement
    Internal Auditing
    Finance
    Accounting Principles & Practices
    Finance & Accounting
    Balance Sheet
    Financial Audit
    Technical Accounting
    Accounting
    Intuit QuickBooks
    Microsoft Excel
    Internal Control
    GAAP
  • US$87 hourly
    My core service offering focuses on turning data into information using Excel and VBA. I can create powerful, user friendly dashboards and analytic models that will help you understand and control your business, or upgrade your existing models so they are reliable and easy to use. About me: - I am an expert Excel modeler and finance professional with over 20 years of modeling and financial management experience. - I have the UK ACA qualification and am a Fellow of the Institute of Chartered Accountants in England and Wales. - My main industry experience is in Telecomms, Higher Education, Entertainment, Investment Banking, and audit. - I'm experienced at working with stakeholders at all levels in a wide range of organizations from blue chip to SMEs. - I will listen to what you need, and work with you to achieve a great result.
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    Visual Basic for Applications
    Financial Analysis
    Financial Planning
    Forecasting
    SQL
    Visual Basic
    Financial Reporting
    Financial Modeling
    Database
    Accounting Principles & Practices
    Budget Management
    Balance Sheet
    Microsoft Excel
  • US$65 hourly
    Want to work with a finance professional who delivers SUPERB RESULTS? My analysis helped clients make informed decisions allocating over $1B+ into assets with highest ROI. Created financial forecasts, budgets, models & strategy that allowed to 5X the business in 2 years time. 🏆 10+ years experience building financial systems. 🥇Among top 3% performers on Upwork. 💎My clients are building high-value businesses and I help them to scale sustainably. Some of the achievements that I am proud of: ● Coca-Cola HBC “Helped to reduce yearly operating expenses by 12% and optimized CAPEX by $250k per year” ● Trilogy “Created automated budgeting & variance analysis processes/ workflow documents which served as a guideline for 100+ acquired business units”. ● “Built strategic business plan, cash flow forecasts & strong financial systems which allowed to achieve 30% targeted ARR growth rate” ● “Helped to identify which products to launch based on ROA and cash cycle, which allowed to effectively manage cash and increase net profit from 12% to 22%. I cannot help everybody, but we may be a great fit if you are thinking: ⚡ "I want to scale fast and sustainably" ⚡ "I want strong financial systems supporting my business’" ⚡ "I'm NOT a finance expert, but I want to make data-driven decisions" ⚡ "Last year we didn’t achieve our financial targets and I want to understand why" ⚡"I want to make sure my business doesn’t face cash flow issues" ⚡ "All seems to be great, except my business is not generating enough profit" Working with me, you will: ✅Stop struggling with understanding where your business stands - we perform financial health check of your business, pinpointing areas that need most attention ( 80/20 Pareto principle) ✅ Put your business on the right track by setting the finance strategy and business plan ✅ Have in place strong financial systems so you can scale confidently ✅ Receive up to date practical analysis and dashboards to keep track of business performance ✅ Find hidden gems to increase your market share and profitability ✅ Work with an experienced finance team to get the most of your business data What my clients say about me: ★"Excellent financial management expert with great enthusiasm, Venera has been very helpful in setting up our quickbooks and helping us manage through it." ★"Venera is insightful, proactive, and impactful. She was able to both improve our processes and to help both with reporting of current financial metrics and to improve forecasting and business planning. She helped us improve leaps and bounds through a short period of time, and was invaluable. I'd look forward to working with her again and highly recommend her." Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner and let’s take your business to the next level. -------------------------------- Expertise: Consumer, Manufacturing, Ecommerce, CPG, FMCG, SaaS, Tech, Fintech. Financial Modeling, IFRS Accounting/Consulting (ACCA),Preparation & Analysis of Financial Statements, Dashboard Building, Cash flow management, Funding, Business Plan & Investor Presentations, Working Capital Management, Variance analysis for Operational Expenses, Capital Investment Project Analysis, Break-even analysis, Ratios Analysis, Performance Evaluation, Budgeting & Forecasting, Advanced Excel/ SAP ERP
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    Accounting Principles & Practices
    Google Sheets
    Financial Analysis
    Corporate Finance
    Management Consulting
    Financial Planning
    Financial Modeling
    Management Accounting
    Microsoft Excel
    Financial Projection
    Financial Accounting
    Financial Report
  • US$40 hourly
    I have a Finance and Accounting background paired with strategy experience . - A keen eye for detail and a results-driven approach - Strong experience with Excel and Powerpoint - Excel: Three Statement creation (P&L, BS, CF), Financial Modeling, Data analysis (Pivots, data clean up) - Powerpoint: Investment/Pitch decks, Financial Due Diligence decks, Fundraising decks - Project management skills Professional Background: - Private Equity Analyst - Black Dragon Capital - Financial Due Diligence Specialist - Accenture - Financial Due Diligence Senior - EY Educational background: - Master in Finance - University of Groningen in the Netherlands - Bachelor in Business Administration - Goethe University Frankfurt, Germany
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Financial Analysis
    Private Equity
    Valuation
    Mergers & Acquisitions
    Corporate Finance
    Due Diligence
    Accounting Principles & Practices
    Financial Projection
    Microsoft Excel
    Financial Audit
  • US$200 hourly
    Chartered Accountant specialising in International Tax with over 10 years experience. I've worked for PwC and BDO & helped a wide range of clients (individuals and businesses) with tax planning. I'm a co-founder at Degen Tax Advisers which specializes in providing tax advice to online businesses, startups, e-commerce, crypto investors, pro poker players, and content creators. I also post international tax content on YouTube at the channel WorldTaxAndy. I provide services in the areas of: - US taxes (LLCs, C-Corp, S-Corp, Personal Income Tax) - UK taxes (Personal Tax, Corporate Tax, Capital Gains Tax, Inheritance Tax) - International taxes (UAE, Canada, Australia, Singapore, Hong Kong, Thailand, Malaysia, Cayman, BVI) - Global tax structuring (reducing tax liabilities for individuals, entrepreneurs and growing businesses) - Digital nomad taxes - Intellectual Property (Valuation, transferring and optimizing for tax) - Corporate taxes (Transfer pricing, corporate structuring, permanent establishment) - Cryptocurrency/NFT/DAO taxes
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    International Taxation
    CPA
    IRS Income Tax Audits
    Cryptocurrency
    Taxes
    Tax Planning & Advisory
    US Taxation
    Tax Strategy
    Tax Law
    Corporate Tax
    Sales Tax
    Accounting
    Tax Preparation
    Tax Return
  • US$175 hourly
    With over 15 years of experience both on Wall Street and in Corporate Finance, I developed a strong ability to build complex financial models, break down financial statements, forecast business and macro trends, and consolidate work into easily digestible conclusions. Understanding what creates value and how to grow a profitable business allows me to help clients reach higher potential. I'm here to help you with all your finance needs to guide, scale, monitor, strengthen, and present your business. I have experiences ranging from serving as a fractional CFO for pre-revenue startups to assisting in financial strategy and reporting for multibillion dollar global businesses as well as advising management teams, board of directors, and investors on investment, M&A, fund raising, and valuation work. I have utilized these skills to help found two start-ups and now work as a financial consultant. My professional career and success has been founded on extreme attention to detail, process improvement, and an overall focus on streamlining procedures to consistently exceed expectations for my clients. I specialize in the following: • Business Strategy • 3-statement (P&L, balance sheet, and cash flow) modeling • Cash flow management, modeling, and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Business valuation • Financial data and process improvement/optimization • Sales and custom KPI dashboards, forecasts, and tracking • Sensitivity and multiple scenario analyses • M&A and LBO acquisition modeling • Operational and financial modeling • Financial due diligence for acquisitions • Company, industry, and market research • Excel file and data cleanup, analysis, and visualization
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Financial Analysis & Valuation
    Cash Flow Analysis
    Cash Flow Modeling
    Strategic Planning
    Budget Planning
    Microsoft Excel
    Company Valuation
    Financial Projection
    Financial Modeling
    Operations Analytics
    Forecasting
    Financial Analysis
    KPI Metric Development
    Investment Research
  • US$25 hourly
    I have more than 10 years of experience in Finance (banking related). I've done and achieved two degres, CPA and BBA and two masters: MBA and Master in Projects Evaluations. As a professional I'm currently working as a Head of Credit Risk Management in a national investment bank in Argentina. My areas of expertise covers: finnacial planing, financial decision making, forecasting, investments projects evaluations, credit risks analysis, balance sheet analysis, datailed analytical support, scorecards, dashborads, asset valuation, asset risk, credit and asset portfolio analysis. I can offer an extensively financial perspective in order to contribute clients to reach their goals. If you have any doubts do not hesitate on ask.
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    Big Data
    Modeling
    SQL
    Python
    Credit Scoring
    Project Finance
    Balance Sheet
    Financial Reporting
    Financial Management
    Business Consulting
    Project Risk Management
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • US$25 hourly
    An Intermediate Chartered Accountant A Certified QuickBooks Pro Advisor More than a decade of professional experience. Experts in Real Estate/Property Accounting Ready to enter the ECommerce Accounting platform at negotiated rates Recent Accounting Experience - (US GAAP) - Yardi Breeze & Buildium - company set up from scratch; listing of the - owners, properties, tenants and vendors; preparing Chart of Accounts; bank reconciliation; journal entries; month end reporting; keeping a track of AP & AR - Yardi Voyager - In direct work of/with Controllers- for preparing month end closing packages, quarterly financials, yearly financials, balance sheet reconciliation, Beal Bank Reports, bank reconciliation, Invoice GL coding & review, CPA reporting requirements - Quickbooks - set up of company details, preparing Chart of Accounts, invoice recording, accounting and bookkeeping activities, fetching reports as required, purging data if required. - Dynamics Business Central - Bank Reconciliations, AP & AR management, Inventory Management, Chart of Accounts set up, Monthly Reports - Rent Manager & MRI Softwares - Work related to AP & Bank Reconciliations & extracting Month End Reports. - Tally ERP - for Indian Accounting and Auditing needs, undertaking various quarterly financials, yearly reports, income tax filing. Also an expert in Indian GST Accounting & Return filing. Work strengths include - Financial Analysis - Budgeting & Forecasting - Accounting & book keeping knowledge - Auditing - Software grasping skills - Reconciliation Accounting - Good Communication Skills - Presentation skills
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Accounting Principles & Practices
    Breeze
    Financial Analysis
    Account Management
    Yardi Software
    Intuit QuickBooks
    Bookkeeping
    Budget Management
    Accounting Basics
    Accounts Receivable
    Accounts Payable
    Microsoft Excel
    Accounting Software
    Bank Reconciliation
  • US$70 hourly
    During my career I have worked for the traditional CPA firm doing taxes and audit work, then went on to work in various industries doing financial consolidation and planning (ranging from $25 million to $250 billion). These companies ranged in industry from technology, healthcare, distribution, and real estate/investment companies. Accounting and Finance has been my main focus in my education preparation going from an associates degree, bachelor's degree in accounting, and two master's degrees (one in accounting and the other in finance). I have also done and continue to manage the books of other companies and consult with them on transactions as well as full-service bookkeeping and business analysis. Analysis comes in by making suggestions based on the numbers, telling the "story" of numbers, and help reduce costs as well as look for efficiency. For example, researching credit card companies to obtain the best rates for one of my online retail clients. Please contact me if you would like to talk about your project or would like more information about me.
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    Wave Accounting
    Sage 50cloud
    Microsoft Dynamics GP
    Financial Analysis
    Xero
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
  • US$150 hourly
    Over 10 years experience in preparing individual and business taxes, managing sales and use tax compliance for businesses of all sizes, implementing accounting systems, providing bookkeeping and payroll services, and sharing wealth of knowledge across many industries through business advisory. Chris provides value-added services and won't just rack up your billable hours – personalized service at an affordable price, your business partner for success! Starting a new business? I can help you select the tax structure and bookkeeping system, keeping you in compliance with federal and state laws and providing you the best start to minimize taxes and maximize profits! Hiring employees? Let's talk Payroll! Utilize my decade in retail management and wide network to implement payroll procedures, and develop customized HR policy and employee manuals. Looking to file your taxes? I can help! 10+ years of experience with Forms 1040, 1065, 1120, and 1120S. Schedule C sole proprietor? No problem! Involved in online selling or in multiple states? Sales Tax concerns? Allow me to assist you navigate the complex rules of multiple jurisdictions and ensure proper compliance and remittance. I have great options and resources for automation in this area! Getting Started: Typically, new clients start with a discovery session. I want to hear all about you! If we both agree we're a good fit, we begin an on-boarding process. This includes review of your past tax returns, income statements, and balance sheets. Plus, we will prioritize any compliance needs you are not up to date on. From there, we develop an on-going plan of monthly or quarterly reviews, with the possibility of more full-service, hands-on outsourced accounting services. Generally, the first 2-3 months will be billed on an hourly basis, after which you'll have the opportunity to switch to a fixed-fee package based on your business needs (many clients find this option more predictable, flexible, and adds value to their accounting and tax planning they never thought possible!). I have worked with 100s of businesses across many industries. There are industries I absolutely will not touch, however would be happy to refer you to someone capable within my network. Additionally, I choose to keep my client base small and selective in whom I take on, so I can provide on-going personalized service with many value adds. I run a solo practice and do not subcontract or farm any work out - you'll have one point of contact, with my direct line, for any needs within your business. Feel lost in your current accounting firm? Won't happen with me.
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Sales Tax
    Tax Preparation Software
    Tax Law Compliance
    Accounting Basics
    Bookkeeping
    Tax Theory
    Tax Planning & Advisory
    Tax Preparation
    Tax Accounting
    Accounting
  • US$25 hourly
    I am an ACCA having 13+ years of experience with Big 4 Accounting & Audit Firms i.e KPMG & EY. I am engaged in providing financial outsourcing services to clients across the USA, UK, Australia, & Middle East. I am well aware of Accounting Procedures, IAS & IFRS, and GAAP. I provide all financial outsourcing services with guaranteed quality and affordability. ► Scope of work for the below-mentioned projects shall be as follows: 1. End-to-end accounting & Bookkeeping using (Quickbooks, Xero, MYOB & Wave) 2. Monthly MIS reporting, business reviews, and financial analysis; 3. Planning & budgeting - Reporting of business plans, budgets, and periodic forecasting; 4. Treasury management & cash flow planning; 5. KPIs and Dashboards to support leadership decision-making; 6. Payroll management & processing; 7. Vendors’ payments management solution (incl. online banking portals); 8. Reconciliations - Bank Accounts, intercompany & sub. Ledgers; 9. Preparation of annual reports & statutory financial statements (Ready for audits & signing); 10. Group consolidation of financial statements; 11. End-to-end external audits execute. 12. Preparation, submission, and filing of corporate tax, sales tax, BAS, and VAT returns in Australia, US, UK, and UAE; 13. Supporting the registrations and clearing the backlog of pending tax matters; 14. Accounting audits, and filings for Superannuation; 15. Ensuring Tax & regulatory compliance; and 16. Advising on optimal Tax planning. 17. Preparation of a business plan providing your value proposition, a market analysis, a competitor analysis, and a financial model; 18. Pitch deck will present key information an investor or potential partner would be looking for: what is the business, what is the competitive advantage, and what are the potential returns; 19. Budgeting; cash flows and returns analysis; 20. Financial metrics & dashboards; 21. In-depth financial analysis 22. KPIs, What-ifs, and Stress testing 23. Prepare business valuation using the financial model i.e. DCF, relative P/E, EV/EBITDA, valuation multiples, and perform industry-specific research to support the valuation. 24. Carry out in-depth financial analysis, financial modeling, and forecasting. 25. Business restructuring and benchmarking. 26. Carry out capital structure optimization. 27. Prepare product costing/ project costing and margin analysis. ► Recent Work History 1. Financial year closings for MNCs, LLCs, and PLCs in the USA, UK, Australia, UAE and Pakistan. 2. Process improvement strategy and KPI design - Finance Department for a Australian Client. 3. Implementation of xero accounting software for a client based in Singapore. 4. Quickbooks accounting software Financial closing issues & report designs for a Nigerian Client. 5. General bookkeeping for a US client. 6. Financial Education & training of finance staff in Canada & KSA. 7. Real Estate Financial Management & Bookkeeping for a Canadian Client. 8. Cashflows management for a Malaysian Client. ► Certifications & Skills 1. Chartered Accountant - UK 2. Certified xero Advisor 3. Certified QuickBooks Professional 4. Certified Microsoft Professional - Office 365. 5. Advanced Excel Dashboard & Dynamic Reporting 6. Power BI Expert. So if you're looking for a motivated, safe set of hands to take the weight of this project off your shoulders and work with you to get the job done RIGHT, then let's have a chat! Looking forward! Rehan Masood
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Accounting Principles & Practices
    Accounting Advisory
    Cost Accounting
    Account Management
    Web Accessibility
    Business Management
    Finance & Accounting
    Accounting Tools Setup
    Management Skills
    GAAP
    Account Reconciliation
    Bookkeeping
    Financial Accounting
    Intuit QuickBooks
  • US$250 hourly
    ⭐️ M&A and capital raising expert with more than $6 billion in closed transactions ⭐️ 10 years IB experience (both middle market and Wall Street) ⭐️ Worked with clients in many industries across the globe (US, UK, Europe) ⭐️ Active entrepreneur, angel investor, and private equity investor ⭐️ CFA Charterholder & MBA I am a finance expert with over a decade of experience in investment banking, consulting, angel investing, and private equity. With a proven track record of advising clients on transactions worth more than $6 billion in the middle market and on Wall Street, I am excited to offer my expertise to assist you with any projects you may have. Throughout my career, I have worked with various companies, from start-ups to global enterprises, venture capital firms, and private equity funds, on sell-side and buy-side M&A, capital raising, strategic planning, and corporate development engagements. These experiences have provided me with a unique combination of financial expertise, strategic insight, and interpersonal skills that I bring to every project. I recently also founded a partnership of executives, entrepreneurs, and investors that invests in companies in the lower middle market. This allows me to maintain a constant pulse on the market and stay informed of the latest trends in many industries. My areas of expertise include the following: ✅ Wall Street quality pitchbooks, investor presentations, and information memoranda ✅ Sell-side M&A support: buyer screening/lists, process management, due diligence ✅ Buy-side M&A support: target screening & research, investment thesis, due diligence ✅ Financial analysis & modeling: three-statement models, budgeting, forecasting ✅ Valuation modeling: DCF, public comparables, precedent transactions, LBO ✅ Business plan writing ✅ Market research ✅ Interim CFO / VP of Finance / Corporate Development My promise to you: ✅ I am fully committed to delivering a project only with the highest quality ✅ I will always be transparent in my communication and provide timely updates ✅ I will not take on an engagement unless I can guarantee its success ✅ I can deliver time-sensitive projects expeditiously Please do not hesitate to get in touch. I am excited to work with you.
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Microsoft Excel
    Accounting Principles & Practices
    Investment Banking
    Chartered Financial Analyst
    Valuation
    Pitchbook
    Capital Markets
    Venture Capital
    Pitch Deck
    Startup Consulting
    Financial Modeling
    Company Valuation
    Private Equity
    Mergers & Acquisitions
    Financial Analysis
  • US$25 hourly
    🎓 Master's Degree in Accounting 🏆 10+ Years of Experience ✅ Expert in QuickBooks, Xero and Zoho Books 💪 Strong Analytical & Problem-Solving Skills ✅ Detail-Oriented and Proactive 💪 Proficient in Financial Reporting and Full-Cycle Bookkeeping ✅ Certified QuickBooks Online ProAdvisor & Xero Advisor Why Choose Me? ✨ With more than 10 years of hands-on experience in bookkeeping and accounting, I offer unmatched expertise in managing your financial records with accuracy and reliability. ✨ QuickBooks, Xero, and Zoho Specialist: I specialize in QuickBooks Online, Xero, and Zoho Books, ensuring your financial systems are seamlessly integrated and fully optimized for efficiency. ✨ Reconciliation Expert: I excel in bank and ledger reconciliation, ensuring your accounts are accurate and your financial data is clear and actionable. ✨ Comprehensive Financial Management: From meticulous handling of Accounts Receivable and Payable to detailed financial analysis, I manage your financial operations to keep your business running smoothly. ✨ Financial Analysis & Reporting: My financial analysis provides deep insights beyond the numbers, helping you make informed decisions that drive business growth. Expect crystal-clear financial reports, including trial balances, profit & loss statements, and balance sheets. ✨ Bookkeeping Clean-Up Services: If your books are in disarray, I offer clean-up services to organize and streamline your financial records for better efficiency and accuracy. ✨ Process Optimization: I streamline your bookkeeping processes, saving you time and resources while ensuring your financial data is always up-to-date. Services Offered: #Bookkeeping #QuickBooks Online Setup & Cleanup #Xero Setup & Cleanup #Zoho Books Management #Bank Reconciliation #Chart of Accounts Setup #Financial Reporting #Transaction Categorization #Accounts Receivable & Payable Management
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Financial Statement
    Wave Accounting
    FreshBooks
    Xero
    Financial Reporting
    QuickBooks Online
    Cash Flow Analysis
    Transaction Data Entry
    Data Entry
    Zoho Books
    Chart of Accounts
    Bank Reconciliation
    Bookkeeping
  • US$100 hourly
    I am a CPA/ CA and ATO Registered Tax Agent with more than 20 years experience in Australian taxation and accounting. I provide virtual CFO, taxation, accounting and bookkeeping services to small and medium Australian businesses. I am also a certified Xero and Quickbooks adviser and helped many businesses by setting up cloud based accounting, including payroll and Single Touch Payroll (STP). While we manage entire bookkeeping and payroll for small businesses, we help medium sized businesses by providing training on Xero and Quickbooks. Highlights: FX transactions Accounting for Crypto currencies transaction and share transactions Highly proficient in Excel Experienced in Australian as well as US tax (U.S. CORPORATION INCOME TAX RETURN, form 8879-C)
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Xero
    Tax Planning & Advisory
    Management Accounting
    Financial Modeling
    Intuit QuickBooks
    Financial Accounting
    Bookkeeping
    Financial Variance Analysis
    Microsoft Excel
    Tax Return
  • US$80 hourly
    "Outstanding Job! Ashley fixed my books quickly and got me back on the right path. She walked me through everything she was doing and set me up to do it on my own moving forward." "Ashley deserves more than 5 stars. We were very impressed with her professionalism and work. Amazing service." ---------------------------------------------------------------------------------- I do bookkeeping setup and cleanup for e-commerce businesses. Whether you're just starting out, just need someone to take over, or feel like you're flying blind - I've got you covered. Here are some of the services I provide: - Set up QuickBooks Online for your business. - Clean up messes left by others or get you caught up on your bookkeeping. - Maintain your books on an ongoing basis, keeping them accurate and up-to-date. - Troubleshoot specific issues or answer questions about bookkeeping for your business If you're in need of bookkeeping help - whether it's a huge mess to clean up or just a quick question, send me a message. I'd love to hear about your business and see what I can do to help.
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Amazon FBA
    Account Reconciliation
    Chart of Accounts
    Sales Tax
    Accounting Principles & Practices
    Ecommerce
    Accounting
    Financial Reporting
    Shopify
    QuickBooks Online
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Accounting Software
  • US$95 hourly
    With over 10 years of expertise in Business Strategy and Finance, I'm here to help you secure the investments you need to fuel your business growth and carve out a success story worth celebrating. I'm committed to delivering exceptional results that mirror your vision. Let's team up to unlock your business's potential and achieve remarkable growth. Industry Expertise: Artificial Intelligence, Software-as-a-Service (SaaS), Media & Entertainment, Education, Healthcare, Energy & Natural Resources. I've successfully delivered projects for a wide range of clients – from small businesses, and ex-NBA athletes, to industry leaders and major consulting firms. Here's what Upwork clients have said about working with me: ⭐⭐⭐⭐⭐ "Kailash was a godsend; for a small expanding business having someone who understands your vision is very important. Kailash assisted with our business plan, financials, and our P&L statements for the year which were a huge part in getting funded for our seed round." ⭐⭐⭐⭐⭐ "This was an enjoyable experience! Communication was phenomenal and Kailash took his time to understand every detail of my business to provide a business plan, financials, and pitch deck that showcased the vision of my Startup’s business model." Here's a snapshot of what I offer: 💼 For Startups and Entrepreneurs: Engaging Pitch Decks Comprehensive Business Plans Persuasive Executive Summaries and Investment Memorandums 💼 Corporate Finance, FinOps, Financial Modeling, Projections & Forecasts: Pro Forma and GAAP-compliant Financial Models Equity Research, Risk Valuation, DCF Modeling, IRR, and ROI Modeling 🖋️ Business Content Writing: Engaging Articles with Visual Enhancements Career Highlights: Top Rated Business Consultant at Upwork Former Google Cloud Lead FP&A involved in significant acquisitions Successfully crafted multi-year budget plans and forecasts Let's connect and discuss how I can contribute to your success. Thank you, Kai
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Pitch Deck
    Equity Research & Analysis
    Business Planning & Strategy
    Finance & Accounting
    Business Writing
    Executive Summary
    Financial Writing
    Corporate Finance
    Microsoft Excel
    Company Valuation
    Financial Projection
    Presentations
    Accounting Principles & Practices
    Financial Analysis
    Business Cases
  • US$30 hourly
    ▶️ 𝑾𝒊𝒕𝒉 🅼🅴, 🆈🅾🆄 𝒄𝒂𝒏 𝒉𝒂𝒗𝒆 𝒂 𝒅𝒆𝒑𝒆𝒏𝒅𝒂𝒃𝒍𝒆 𝒕𝒂𝒙 𝒂𝒅𝒗𝒊𝒄𝒆, 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 & 𝒔𝒕𝒓𝒂𝒕𝒆𝒈𝒚 𝒊𝒏 𝒎𝒊𝒏𝒊𝒎𝒊𝒛𝒊𝒏𝒈 𝒕𝒂𝒙 𝒆𝒙𝒑𝒐𝒔𝒖𝒓𝒆. 𝑨𝒏 𝒂𝒄𝒄𝒖𝒓𝒂𝒕𝒆, 𝒓𝒆𝒍𝒊𝒂𝒃𝒍𝒆 𝒂𝒏𝒅 𝒖𝒑𝒅𝒂𝒕𝒆𝒅 𝒂𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝒓𝒆𝒄𝒐𝒓𝒅𝒔 𝒕𝒉𝒂𝒕 𝒘𝒊𝒍𝒍 𝒉𝒆𝒍𝒑 𝒀𝑶𝑼 𝒊𝒏 𝒎𝒂𝒌𝒊𝒏𝒈 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒅𝒆𝒄𝒊𝒔𝒊𝒐𝒏𝒔. 𝐇𝐞𝐥𝐩𝐢𝐧𝐠 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐰𝐧𝐞𝐫𝐬 𝐅𝐨𝐜𝐮𝐬 𝐢𝐧 ⬆️𝐆𝐫𝐨𝐰𝐢𝐧𝐠 𝐭𝐡𝐞𝐢𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬. ✅I am a Certified Public Accountant experienced in using Quickbooks Online and Xero, Paypal, Stripe, Acodei, Square Reconciliation, Shopify, Synder, Bank Reconciliation, and bookkeeping. Expert and experienced in applying US GAAP, Taxation, and Payroll. ✅My passion is helping contractors, e-commerce sellers, IT, digital marketing and startup companies, and generally small business owners clarify their financials by doing accurate and complete bookkeeping. I also help small business owners save money on taxes by implementing effective tax strategies in their financial records. ✅Some of my expertise includes: ✋Tax Preparation, Filing, and Strategy - Annual Tax Preparation & Filing of S-Corp (1120-S), Individual/Personal (1040), Partnership (1065) - Tax Filing using Service Providers such as Drake, ProConnect, MyTaxPrepOffice and TaxAct - Quarterly Estimated Tax Filing - LLC Incorporation - Knowledge of Taxdome and Corvee - Payroll Preparation and Filing using a Payroll Service Provider such as Gusto - Sales Tax Preparation and Filing through TAP - Preparation and Filing of Form 941, 940, and W2 of State Tax through TAP - Preparation and Filing of Form 941 and 940 of Federal Tax through EFTPS - Assist with tax audit - Tax Planning and Strategy ✋Bookkeeping/Accounting • E-commerce bookkeeping: Amazon - Shopify - Synder - Paypal - Stripe - Square - A2X Certified and TaxJar Experienced • Real Estate bookkeeping: Flipping - Long Term Rental - Short Term Rental - Appfolio - AirBnB - VRBO • Startup Bookkeeping • Digital Marketing Agency • Freelancers and Contractors • Tech Companies - Invoicing - Payroll - Weekly Categorization - Monthly Reconciliation • Paypal, Stripe, Acodei, Square, and other Payment Funnels Reconciliations • US GAAP Accounting • Trust Accounting ✋MY EXPERIENCE. I helped clean and organize my clients' books by performing the proper workflows in bookkeeping. I made sure that their income and expenses were accurate and complete. Ensure that payroll and related taxes are correct. I coordinated well with their accountants for tax strategies and helped prepare tax return filing. ✋MY QUESTIONS TO YOU - Do you want to spend more time growing your business? - Is your company formed years ago, but there is no record keeping? - Are your books outdated and need clean-up and catch-up? - Are you someone who tried categorizing transactions but is unsure if you have done it right? - Are you someone who saw duplicate sales income in your books but doesn't know how to correct it? - Do you have property purchase or sell transactions and find it hard to record them? - Do you have difficulties in determining your taxes? Let me help you. Here's what I can do for you: 1. Set up your accounting software (Quickbooks Online or Xero) from scratch. 2. Set up an industry-specific chart of accounts. 3. Categorize transactions. 4. Bank Reconciliation 5. Posting journal entries 6. Clean up previous years 7. Catch up on a recent year 8. Prepare financial reports 9. Record payroll correctly 10. Assist and Prepare for tax filing 11. Assist tax audit WHAT YOU CAN DO? Please invite me to an interview, and let us hop on a chat or call to discuss your current needs. Thank you, and I am excited to meet you. Randy Your Next Brilliant Bookkeeper & Tax Accountant
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    CPA
    Accounting Principles & Practices
    Certified Tax Preparer
    Accounting Basics
    Accounts Receivable
    Financial Accounting
    Account Reconciliation
    SAP
    Bookkeeping
    Tax Preparation
    Accounting Software
    Bank Reconciliation
    Intuit QuickBooks
  • US$95 hourly
    With over 30 years experience in business consulting, I can help alot with growing and supporting your business. And we can also schedule a FREE CONSULTATION to discuss your project and goals. (I also can provide a FLAT RATE quote for your project as well.) I support many Fortune 500 companies as well as many small businesses throughout the U.S. in areas of: -- Finance, Accounting, & Taxes -- Operations and streamlining processes -- Business development and growth strategies -- Sales training and recommendations (& increased conversions) I am a strategic problem solver and have much experience in finding areas that make the most impact with the least amount of cost involved. Some small examples of how I can help are: FINANCIAL • Manual to computerized accounting & ERP systems • Monthly/Quarterly Financial Analysis, Review, and Recommendations • Cash Flow Forecasting, analysis and recommendations • Financial Forecast including assumptions and easy-to-change parameters • Create, manage, implement budgets and budget-vs-actual reporting • Implement, train, manage accounting and financial processes and reporting • Recommend/implement business growth and revenue strategies • Recommend/implement increased profit margin and decreased G&A costs strategies • Maximize existing I.T. infrastructure • Train/Support other financial support staff • Create more automated process like onboarding customers or employees MANAGEMENT ADVISORY & SUPPORT • Business Development and Growth Strategies • Financial review, analysis, and improvements • Analyze/Optimize Business Operations, including automation, maximizing IT infrastructure, and streamlining operations • Monthly or Quarterly Financial Review meetings • How to use QB as a management tool, instead of a check register and P&L creator • Improve efficiencies and productivity • Scaling & Growing • Sales, Sales Training, Sales Cycle, Automation, Increased Conversions • Cost Buildup & Price Point Analysis • Due diligence review for M&A (buying or selling a business) • Documenting policies & procedures, including video training modules • Risk Reduction & Internal Controls • General business advisory “partner” to bounce off ideas and brainstorm • Start-up assistance and mentorship • Business turnaround for distressed or unprofitable businesses • Start working with the U.S. Government (GSA and DCAA) plus annual compliance/reporting & DS-1 ACCOUNTING: • Streamline operations for accouting and financial reporting • Reconcile accounts (bank, credit card, merchant, G/L) • Setup QB and other accounting systems • Calculating inventory/COGS • Prepare Income Taxes, Sales Taxes, Payroll Taxes, Excise Taxes • Forensic accounting • Internal audit preparation & support • Implement Onboarding Process of new employees, including mobile and online training programs QUICKBOOKS • Streamline QB Processes • Re-structure or setup Quickbooks settings (Chart of Accounts, Classes, Items, etc) • Clean up or re-build Quickbooks transactions • Prepare Financial statements • Setup Quickbooks, QB payroll, and Job Costing • Processing A/P and A/R • Payroll (Process payroll, payroll tax payments, and payroll tax returns, including W-2s) My rate is flexible based on your project.
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    App Development
    Automated Workflow
    Process Improvement
    Certified Tax Preparer
    Sales Optimization
    Business Process Management Software
    Sales Operations
    Financial Reporting
    Corporate Tax
    Customer Onboarding
    Accounting Principles & Practices
    Business Process Automation
    Intuit QuickBooks
    Tax Return
    Tax Preparation
    Technical Accounting
    Internal Control
    Financial Projection
  • US$20 hourly
    I am a Chartered Accountant (CPA-US equivalent) in India, having over 6+ years of experience in Financial Planning, Financial Reporting, and Taxation. I also have a working experience of 3 years with Ernst & Young (EY). Further, I am a Certified Xero Advisor & Quickbooks Pro Advisor; therefore, I can assist with the charts of account set-ups, system conversions, QBO class to project conversions, month-end closings, financial statement analytics, and more. To sum it up, I have rich experience in following areas: - Book-keeping (Certified Xero Advisor, Quickbooks Pro Advisor, Quickbooks Desktop) - Financial accounting and reporting, - Monthly, Quarterly, or Yearly Finalization of Accounts, - Valuations of various business Models, - Pitch Decks, Financial Plans, and Business Plans Moreover, I have tremendous interpersonal skills, which help me understand client requirements better via email and phone calls.
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Financial Statement
    Accounting Principles & Practices
    Management Accounting
    CPA
    Accounting Basics
    Management Skills
    Chartered Financial Analyst
    Xero
    Financial Planning
    Bookkeeping
    Financial Accounting
    Bank Reconciliation
    Intuit QuickBooks
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