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  • US$500 hourly
    Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Budget Planning
    Budget
    Forecasting
    Construction
    Cash Flow Analysis
    SaaS
    Nonprofit Organization
    Corporate Finance
    Financial Reporting
    Financial Management
    CPA
    Financial Analysis
    GAAP
    Internal Control
  • US$45 hourly
    I assist business owners in getting their accounting system up to date and organized so they can make the best decision based on accurate financials. Are you looking for an expert and efficient accountant for your business? Are you needing help with automating your accounting process? Are you needing help with cleaning up and catching up on your accounts? Then look no further! I am a Certified Quickbooks Online Advanced ProAdvisor with years of diversified and progressive exposure and expertise in Accounting field. I’m specialized in all the areas of accounting functions including but not limited to: • Consultations/Advisory • Accounts payable and receivable • Bank/Accounts Reconciliation • General Bookkeeping • Sales Tax Filling • Month-end and Year-End Closing • Financial Statement and Reporting • Budget and Forecasting • Payroll Setup and ongoing filling • Software integration to streamline workflow and improve automation • Quickbooks online Setup, Clean up, Catch up • Quickbooks online Training Experience serving industry included but not limited to SaaS, Digital marketing, Law, Consulting, Hospitality, Restaurant, Construction and many more! Let me handle your books so you can focus on what you do best!
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Accounting Advisory
    Budgeting & Forecasting Software
    Software Integration
    Financial Reporting
    QuickBooks Online
    Payroll Accounting
    Cash Flow Analysis
    Accounts Receivable
    Accounts Payable
    Account Reconciliation
    Balance Sheet
    Bank Reconciliation
    Financial Accounting
    Bookkeeping
  • US$75 hourly
    As an experienced CFO Advisor, I specialize in providing expert financial guidance to businesses of all sizes, helping them to grow, optimize their finances, and achieve their goals. With a proven track record of success in driving business growth, I offer advisory services tailored to your unique needs, including financial planning and analysis, budgeting, forecasting, cash flow management, risk management, and more. I also have entrepreneurial experience in founding two companies. With extensive experience in finance and business operations, I bring a unique perspective to my work, understanding the financial implications of decisions and the operational and strategic factors that impact business success. Whether you're a startup seeking to raise capital, a mid-size company looking to expand, or an established enterprise seeking to optimize your finances, I can help you to navigate complex financial challenges and achieve your goals. Services offered: Virtual CFO Advisory Financial planning and analysis Budgeting and forecasting Cash flow management Risk management and mitigation Financial modeling and analysis Capital raising and financing strategy Experience: 14+ years of experience as a business and finance expert. Successfully advised firms in various industries, including technology, healthcare, e-commerce, manufacturing, etc. Proven track record of driving business growth and optimizing finances. Extensive experience in financial planning and analysis, budgeting, cash flow management, risk management, and more. Strong communication and presentation skills, with experience presenting to boards, investors, and other stakeholders. Detail-oriented and analytical, with a focus on data-driven decision-making. Education: Bachelor's degree in Accounting - Asia e University, Malaysia. Harvard Business School Online - CORe, Passed with Honors. Certifications: Chartered Institute of Management Accountants - United Kingdom. Certified Internal Auditor - Institute of Internal Auditors, USA.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    QuickBooks Online
    Shopify
    Business Consulting
    Financial Management
    Financial Statement
    Financial Planning
    Internal Auditing
    Business Plan
    Financial Analysis
    Ecommerce
    Finance
    Strategy
    Internal Control
    Cash Flow Analysis
    Financial Projection
  • US$45 hourly
    Highly capable and dedicated part qualified ACCA accountant with experience of over ten years in finance and accounting. Adept at handling accounts for small and large businesses and providing forecasts and budgets. Accurate in all mathematical and analytical tasks with knowledge in areas of financial law and compliance. Extensive experience in company incorporation, e-residency, payroll accounting, annual reporting and preparing tax returns for businesses and individuals.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Financial Reporting
    Management Accounting
    Tax Law
    Bookkeeping
    Financial Analysis
    Cash Flow Analysis
    Tax Return
    Payroll Accounting
    Balance Sheet
    Financial Accounting
    Bank Reconciliation
    Tax Preparation
  • US$35 hourly
    Experience in: • QuickBooks (QBO) / QB Desktop & Online / SAP / Xero / Netsuite & Major ERPs. • Procore & Buildertrend. • Bookkeeping & Accounting. • Accounts Receivables (AR) / Collections, Accounts Payables (AP), Treasury, Bank account reconciliation, Cashflow & Forecast. • Excel, Google Sheets, VBA/Macros and Power Bi. ***** • Fluent English • 300 Mbps Stable internet speed. / Windows 10 - i5 - 8GB RAM • Western hemisphere Time Zone (USA / Canada & Latam) - Pacific Time to Eastern Time availability ***** With 10 years of experience in finance positions, I bring a strong understanding of accounting, accounts payable and accounts receivable to the table. My background spans across the software/IT and consumer goods industries, honing my skills in problem resolution, creative thinking and effective communication. My experience in shared service centers has allowed me to effectively collaborate with team members, both on-site and remotely. Fluently bilingual in Spanish and English, I have a proven track record in utilizing technology to streamline processes and improve user experience. My expertise in Microsoft Office Suite and SAP, particularly in MS Excel, has resulted in successful automation of processes and reports. I am a results-driven individual who is constantly seeking opportunities to add value and streamline inefficiencies. My focus on standardization has enabled me to simplify time-consuming tasks, freeing up time for more meaningful contributions. I am a driven and detail-oriented professional with a passion for using my technical skills to solve complex financial problems. With my ability to think outside the box and my dedication to continuous learning, I am confident in my ability to provide valuable insights and deliver tangible results for my organization. Whether working independently or as part of a team, I am committed to delivering high-quality work and exceeding expectations. In addition to my finance background, I am a natural communicator who values open and transparent dialogue. I believe that effective communication is key to successful collaboration, and I strive to maintain open lines of communication with my colleagues and stakeholders. My linguistic skills and ability to adapt to different cultural backgrounds make me a valuable asset to any organization. Keywords: Finance, Accounting, Treasury, Banking, Excel, SAP, Procore, QBO, QuickBooks, AR, Collections, Receivables, Cash Flow, Accountant, Fieldglass, kyriba, Bank, A/R, Buildertrend, Builder trend, Construction, IFRS, US GAAP, bill, bill.com, cleanup, Bank reconciliation, CPA, billing, account management, bookkeeper, GL, Project Manager, estimator, estimation, spreadsheets,
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Finance & Accounting
    Accounts Receivable Management
    Procore
    Administrative Support
    Treasury Management
    Bookkeeping
    Intuit QuickBooks
    Accounts Payable
    Microsoft Excel
    SAP
    Invoicing
    Cash Flow Analysis
    Accounts Receivable
  • US$40 hourly
    Consumer internet and CPG finance executive with Financial Planning and Analysis (FP&A) core experience and cross-functional experience in Analytics, e-commerce, Business Development and Corporate Development.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Company Valuation
    Cash Flow Analysis
    Google Sheets
    Intuit QuickBooks
    Google Analytics
    Financial Analysis
    Financial Accounting
    Financial Planning
    Financial Modeling
    Data Analysis
    Management Accounting
    Microsoft Excel
  • US$35 hourly
    Accounting professional with a rich history in the restaurant/hospitality/retail sectors. I specialize in financial modeling and new accounting system implementation. Wizard in Excel to create impactful yet visually striking reports for business specific analytics or standard reporting. Expert in day to day bookkeeping such as reconciliations, 3rd party integrations, cash flow management, A/P & A/R, budgeting, and inventory management. Quickbooks Certified Pro Advisor.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Data Analysis
    Microsoft Excel
    Bar
    Restaurant
    Pro Forma Statement
    Modeling
    Financial Reporting
    Business Analysis
    Inventory Management
    Financial Statement
    Ctuit Software Radar
    Bookkeeping
    Cash Flow Analysis
    Bank Reconciliation
    Intuit QuickBooks
  • US$65 hourly
    I graduated with a BA in Accounting from Idaho State University in 2010. Since then I have spent 4 years working in public accounting and 6 years working in corporate accounting in various roles with 2 different companies. I have spent time working companies in the fields of mining, oil and construction. Currently I run my own successful bookkeeping and tax company with most the work being with remote individuals and companies.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Management Accounting
    Financial Accounting
    Bookkeeping
    Chart of Accounts
    GAAP
    General Ledger
    Cash Flow Analysis
    Account Reconciliation
    Invoicing
    Tax Return
    Microsoft Excel
    Intuit QuickBooks
    SAP
  • US$150 hourly
    Are you ready to take your subscription-based business to the next level? As a financial expert with a proven track record of helping businesses achieve investor-grade financial operations and processes, I'm here to help you succeed. With my guidance and support, you'll be able to: ★ Maximize profitability and financial stability through effective financial management, forecasting, and strategy. ★ Focus on scaling and growing your business with peace of mind, knowing that your financials are scale-friendly and investor-ready. ★ Attract investors and lenders with high-quality forecasts and metrics, giving you the financial backing you need to achieve your goals. I work collaboratively with my clients to develop customized solutions that meet their unique needs. My experience spans a variety of subscription-based industries, including SaaS, Fintech, Edtech, Ecommerce, and Professional Services. But don't just take my word for it. Here's what some of my clients have to say: ✅ "Thanks to his expertise, I've been able to focus on growing the business, rather than worrying about short-term financial goals." ✅ "He supports the leadership team by consistently maintaining financial and operational transparency. His work is precise and thorough." ✅ "Felix has been incredible in helping us understand our cash flow, allowing us to make sound financial decisions for the future." If you're ready to achieve financial success and take your subscription-based business to the next level, let's partner together to make it happen.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Business Plan
    Management Accounting
    Financial Planning
    Cash Flow Modeling
    Financial Modeling
    CPA
    Project Management
    Cost Accounting
    Financial Accounting
    Financial Projection
    Cash Flow Analysis
    Financial Report
  • US$100 hourly
    Tired of biased advice tied to product sales? I'm a veteran Certified Financial Planner (CFP®) with over 25 years of experience, recognized as a thought leader in wealth management. My expertise goes beyond managing portfolios – I'm your trusted financial coach, guiding successful individuals and entrepreneurs like you. Here's what sets me apart: Unbiased Guidance: I prioritize your goals, not product quotas. You pay for my expertise by the hour or project, avoiding the traditional 1% annual management fees. Unparalleled Experience: I navigate complex financial situations with a rare depth and breadth of knowledge. From navigating business exits to estate planning, I'm your one-stop shop for financial mastery. Strategic Partnership: I work diligently alongside you, not just for you. Together, we'll craft a personalized road map to financial success. Ready to take control of your wealth? Let's chat.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Certified Financial Planner
    Investment Banking
    Succession Plan
    Commercial Lending
    Business Strategy
    Cash Flow Analysis
    Investment Research
    Financial Planning
    Insurance & Risk Management
    Investment Strategy
  • US$50 hourly
    Experienced Valuation Analyst with a demonstrated history of working in the financial services industry. Skilled in Financial Statements, Financial Modeling, and DCF. Strong finance professional with a Bachelor’s Degree focused in Economics from University of Montana and I am a Certified Valuation Analyst (CVA) through the National Association of Certified Valuators and Analysts (NACVA). Also experienced with small business financing, exit planning, acquisitions and sales.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Accounting Principles & Practices
    Cash Flow Modeling
    Cash Flow Analysis
    Appforfinance Financial Statement Analysis
    Financial Modeling
    Financial Projection
    Business Valuation
  • US$86 hourly
    It is my job to help save you money and to follow up with your money all the way to the bank. I am detail-oriented and very confident in collections and credit risk analysis while achieving excellent customer service satisfaction. If you need help with following FDCPA guidelines in your collection process, I can create templates personalized for your business. Creating credit policies are my specialty, as well as cash flow forecasting. I have great experience with CPG companies, including Walmart along with other large retailers. This means I can help with chargebacks, disputes, and those pesky invoice deductions that are costing you money. I have over nine years of accounting experience with a focus on billing, implementation, and credit balance. I am certified to work with international clients, credit management, and risk analysis. My years of freelance experience and working with clients give me a wide variety of skills applicable to many industries. My work has been able to reduce DSO in 3 months or less by up to 26 days, this can mean a big difference for many small businesses. *Credit Management *Debt Collection *Accounts Receivable *Efficient invoicing *AR Automation *Global Credit Policy *Increasing Cash Flow *Business Consultation *Workflow Implementation *GAAP understanding and compliance My absolute favorite thing about accounting is to go through an aging or risk analysis report. I enjoy following through with clients to ensure your invoices are correct, that they have been received, and that they pay promptly. Let me help you improve your cash flow. Every business needs money to grow and succeed, and I would love to help with making your business grow! I have strong analytical skills, especially in financial reports and general ledger work. My original background was in customer service, and I am trained in Netsuite, Acumatica, Xero, Quickbooks, Clio, Salesforce, and other cloud-based software. Looking into AR and other automations ( using ChatGPT or billing reminders) but not quite sure how to implement it? I can help with that. I am very familiar with many productivity apps such as Monday, Process Street, and Chaser. I created and followed through with credit management techniques that led to 32% company cash flow growth in a year.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    ChatGPT
    Payment Processing
    Credit Scoring
    Management Accounting
    Debt Collection
    Financial Analysis
    Accounts Receivable Management
    Microsoft Excel
    Cash Flow Analysis
    Customer Service
    Account Reconciliation
    Accounts Receivable
    Financial Projection
    Invoicing
    Accounting
  • US$90 hourly
    I am a highly skilled, ACCA qualified (CPA equivalent) finance professional with over a decade of expertise in financial management, analysis, planning, and modeling. I have lead and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel fee to reach out to have a conversation regarding your unique needs.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Month-End Close Assistance
    Cash Flow Analysis
    Microsoft Excel
    Financial Modeling
    Financial Analysis & Valuation
    International Financial Reporting Standards
    Financial Plan
    Financial Reporting
    Business Strategy
    Business Modeling
    Financial Analysis
    Financial Management
    Management Accounting
    Google Sheets
    Financial Planning
  • US$40 hourly
    🌟 TOP RATED Freelancer 🌟 Are you seeking a seasoned financial professional to manage your accounting, bookkeeping, and financial analysis needs? Look no further! I am a Chartered Accountant (Indian CPA), QuickBooks Certified, and a financial analyst with over a decade of experience in providing comprehensive financial services to clients worldwide. How I Can Assist You: My extensive expertise encompasses a wide range of financial and accounting services: 📈 Setting up new companies tailored to your business requirements. 📊 Establishing precise Charts of Accounts. 📜 Creating and managing Customers and Vendors Lists. 📦 Setting up Inventory items and linking them to the Chart of Accounts. 🏦 Managing Banks and Credit Cards. 🔍 Thorough Bank and Credit Card Reconciliation. 💼 Recording transactions accurately. 🔄 Creating bank rules in Accounting softwares. 💰 Efficient Payroll Management. 📚 Meticulous Bookkeeping. 🔀 QuickBooks Cleanup. 📉 Resolving accounting discrepancies. 🖥️ Expertise in QuickBooks Online or Desktop, Zoho, Xero, Google Spreadsheets, Excel, and more. 🌎 Currently serving clients from USA, Australia, UK, Canada & India. Financial Analysis and Modeling Expertise: I excel as a financial analyst and modeler, synthesizing and analyzing financial data to improve a company's finances. I develop financial models for companies, conduct in-depth business studies, create forecast models, and provide valuable financial insights. If you require assistance with business analysis, assignments, or a professional outlook, I can help with: 💼 Preparation of Cap Tables. 📊 Analysis of business projects. 💰 IRR, NPV, FV calculations. 📈 Balance Sheets, P&L, forecasting. 💸 Working Capital Management. 🧾 Invoice templates. 📉 Cash flow statements. 📋 Schedules supporting financial statements. 💳 Loan amortization schedules. 💱 DCF analysis. 📊 Ratio analysis. 🎯 Sensitivity analysis. Why Choose Me: 🌟 Client Reviews: I prioritize providing value and earning my clients' trust, as evidenced by the reviews and feedback on my profile. 🌟 Over-Delivering: I believe in exceeding expectations, ensuring my clients say "WOW." 🌟 Responsiveness: I maintain open lines of communication, ensuring timely responses. 🌟 Resilience: I'm known for tackling issues and finding solutions, no matter the challenge. 🌟 Kindness: I treat everyone with respect and genuinely seek to improve my clients' situations. 🌟 Flexibility: I'm adaptable and can work according to your time zone. Let's collaborate to meet your financial and business needs. I am eager to provide reliable, consistent, and high-level solutions. Please reach out to discuss how we can work together to achieve your goals!
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Xero
    Business Plan
    Financial Planning
    Financial Reporting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Cash Flow Analysis
    GAAP
    Data Entry
    Cash Flow Statement
  • US$225 hourly
    **100% Upwork client success score - top rated** **25+ positive reviews on Google - check out Washington Business Brokers LLC** You are an expert on your business. We are experts on the process of selling a business. Expect market knowledge, transaction / process expertise, and results. MBA, CPA, and licensed Commercial Real Estate Broker. Hello! I am a business broker and founder of Washington Business Brokers LLC. I’m a licensed CPA, possess a top 20 MBA, licensed commercial real estate broker and have years of experience as both a financial analyst and auditor. I’m proficient reviewing financial statements, tax returns, and (importantly) identifying non-recurring expenses and add-backs that will need to be accounted for to arrive at a true understanding of the cash flows of a private business. I can assist you with valuation multiples based on revenue, gross profit, EBITDA, discretionary earnings, and other financial metrics. In addition, I can assist you as a business owner in assessing and preparing your company for optimal value in a sale. Business owners need valuations and market comparables for a variety of reasons beyond selling their business, including when buying out or bringing in a partner, to review eligibility for a commercial loan, private wealth & estate planning, divorce, etc. Our strategic advisor at Washington Business Brokers, Glen Cooper, has sold 500+ businesses in his career and is a nationally recognized expert and trainer in selling private businesses. In addition to being a licensed CPA, I am a member of M&A Source and the International Business Brokerage Association; through these memberships I have access to a number of valuation tools and transaction comps that may be of value to you. I subscribe to DealStats ($5,000 / year), the gold standard used by deal experts, business brokers, CPAs, and transaction attorneys in valuing private businesses. It contains comparables on 45,000+ businesses. In addition, I have access to BizComps, another valuation tool with comparables on 17,000+ businesses. Beyond these I have access to 500+ industry guides and rules of thumb through the Business Reference Guide and a network of seasoned business brokers that have represented and sold thousands of businesses over 40+ years. You can expect transaction expertise and market knowledge. Glad to have a quick video call to learn more about you, your business, and what you need. Frequent questions: Documents needed for a valuation? • Profit & Loss (3 years - 2021, 2022, and 2024) and 2024 YTD – Excel please • Balance Sheet (3 years) and recent for 2024 – Excel please • IRS filings including all supplemental schedules (3 years) • Any internal sales reporting that details breakdown of revenue by product line, channel, customer, etc. (some businesses have a mix of product vs service revenue that we may apply different valuation metrics to; this sales reporting also helps us understand the lines of business and identify appropriate comparable transactions) – Excel please • Context on any associated real estate (if leased space, copy of current lease(s)) How long does it take? I work on an hourly basis, once I learn a little about the business (industry, size, revenue, profitability) and the types of financial documents you possess I will be able to give you a time estimate. I can generally move quickly if your documents are organized and you are responsive to questions about the financials and operating model. I've valued a $500k revenue gym in 4 hours and a $45M revenue professional services business in 21 hours. 10 hours is a reasonable expectation. I have multiple clients / owners that I work with at a time, some are able to easily and quickly respond to questions about the financials, others need time to get answers from their employees, CPA, etc. What to expect and more on our background Check out the "Business Valuation 101" and "Business Valuation 401" posts on our site (Washington Business Brokers) for what you can expect. Unfortunately Upwork will not let us link to it directly - the site is wabusinessbrokers dot com. We are easy to find online, you can read more about us at our site and/or via LinkedIn to better understand experience, credentials, and background. In addition to the reviews here on Upwork, there are a number of positive reviews from past and current clients / owners on our Google My Business profile - simply Google "Washington Business Brokers" to find us (again, can't share a link on Upwork). Cheers and thank you for reading! Ryan Hemmert CPA, MBA, Business Broker / Founder at Washington Business Brokers LLC And finally, a couple caveats: I do not provide tax or legal advisory services. Valuing a pre-revenue and/or unprofitable start-up is far more of an art than a science; it is not our area of expertise.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Company Valuation
    Due Diligence
    Go-to-Market Strategy
    CPA
    Business Valuation
    Business Strategy
    Acquisitions
    Financial Analysis
    Cash Flow Analysis
    Business Analysis
    Management Consulting
    Mergers & Acquisitions
  • US$150 hourly
    For the past 8 years, I have been cultivating my skills within different accounting environments. Through my experiences, I have gained a wealth of knowledge that I use to help my clients become more efficient, have greater trust and reliability in their data, and feel empowered to make decisions using that data. As a Certified Public Accountant, Quickbooks Pro Advisor, and financial controller, I solve problems, sort through chaos, and untangle webs. Once the path is clear, we can work together to create documented processes and procedures that I can either train your internal personnel to perform or execute for you as your outsourced accounting office. Some of the services I provide include: ▪ Accounting Structure & Systems ▪ Software & App Integration ▪ Risk Analysis ▪ Internal Control ▪ Bookkeeping ▪ Payroll, A/R, and A/P ▪ Sales Tax Filings ▪ Complex Account Reconciliations ▪ Bank Reconciliations ▪ Financial Reporting ▪ Financial Analysis & Modeling ▪ Written Procedures & Tutorials ▪ Customized Solutions & Templates I work for you on your terms. I impart my knowledge and know-how not only for producing high quality deliverables for my clients, I can also provide templates and training. This provides the flexibility and confidence my small business and e-commerce clients need to maintain their systems and processes down the road. Contact me today for a FREE consultation!
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Cash Flow Analysis
    Financial Accounting
    CPA
    Data Analysis
    Business Process Reengineering
    Sales Tax
    Bookkeeping
    Intuit QuickBooks
    Microsoft Excel
    Bank Reconciliation
  • US$50 hourly
    Greetings! With a solid educational background including a Bachelor's degree in Business Administration and a Master's degree in Business Administration with a specialization in Finance, coupled with over a decade of hands-on experience, I am well-equipped to provide top-notch accounting and financial services globally. Throughout my career, I've had the privilege of working with a diverse range of clients, from large industrial enterprises to small businesses, delivering tailored financial solutions to meet their specific needs. My expertise spans across various accounting software platforms such as Xero, QuickBooks, Microsoft Dynamics, Manager.io, among others. Don't hesitate to reach out if you need a trusted accounting solutions for you business, Best Regards, Hijaz Ali
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Data Entry
    Cash Flow Statement
    Bookkeeping
    Accounts Payable Management
    Bank Reconciliation
    Income Statement
    Cash Flow Analysis
    Microsoft Excel
    Accounting
    Financial Accounting
    Balance Sheet
  • US$100 hourly
    Certified Public Accountant (CPA) - PROPERTY MANAGEMENT Highly efficient accounting expert with over 15 years of experience specializing in Real Estate and Property Management Accounting Services. I can offer your business an array of skills including tax return preparation and filings, budgetary planning, CAM reconciliations, cash flow forecasting, financial analysis, cost saving strategies, process improvements, accounting and reporting. I have proven results delivering quantifiable profitability through cost controls and analytical reasoning. I have a track record of exceeding all goals and deadlines in fast-paced environments. • Tax Return Preparation • P & L Management • Financial Planning & Analysis • Cash Flow Analysis • GAAP • Balance Sheet • Account Reconciliations • Technical Accounting
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Real Estate
    Yardi Software
    CPA
    Financial Management
    Budget Management
    General Ledger
    Cash Flow Analysis
    Tax Return
    Account Reconciliation
    Intuit QuickBooks
  • US$100 hourly
    About me: I am a web developer & excel fanatic with extensive e-commerce web design & development experience across multiple platforms. I graduated with a Management Information Systems degree from the University of Texas at Austin in 2019. Since then, I have been operating e-commerce companies and running an e-commerce growth agency, Red Twenty One. Here’s what I value in an web development project: 
 1. Function over form — too often, design takes the cake and ends up getting in the way of the basic, fundamental e-commerce principles. Will I build a beautiful website? Absolutely - I’ll do my best. But I will always prioritize an easy-to-use and conversion-optimized website first, and beautiful design second. 
 2. Plug-in / App Recommendations — There are a million apps out there. Upsells, cross-sells, reviews, email providers, sizing charts, filters, etc. I have been using Shopify & E-commerce platforms for over 5 years and have developed recommendations that I can share with you and your team. 
 3. Speed — too often web development projects take way too long. We spend too much time on the back end prototyping, considering, contemplating, etc. without ever getting out in front of the customer (only to find out they don’t resonate with what you’ve built.) I’ll commit to a less than 4-week development process (in 99% of the cases) to get your website built and published to begin selling, getting feedback, and growing your online business. 
 4. Traffic x Conversion Rate x Average Order Value — at the end of the day, e-commerce revenue is driven by this formula. How many people visit your site x how many of them buy x how much they spend = your top-line income. I will build a website that optimizes for the best conversion and the highest AOV (average order value) as possible. Traffic is where you come in — whether it’s ads, blogs, social media, in-person referrals, etc. you’ll drive traffic to a high-converting, professionally-designed store. How the Process Works: I’m committed to completing this in 4 weeks or less. 1. Quick intro call to get to know one another, brief the brand, and understand design direction. (30 min) 2. Create initial mock ups, design direction, colors, fonts, logos, etc. (1 week) 3. Copywriting — this is often overlooked, but is one of the most essential aspects of the development. (1 week) 4. Development, Implementation, and Feedback — (1-2 weeks) What You’ll Receive: 1. A completed, beautiful, and functional e-commerce website 2. A simple style guide 3. Recommendations on best apps and plugins 4. Sample copywriting for headers, images, and product descriptions 5. Media direction (you will be expected to provide images and photos that are custom to your company, but will be given direction by me) 6. Order confirmation emails and basic automated emails included in order process 7. Recommendation for advanced email flows (abandoned checkout, welcome flows, post-purchase flows — implementation of these is NOT included, however) Please let me know if you have any questions or concerns before getting started together.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Automation
    Google Sheets
    Zapier
    Data Visualization
    Microsoft Excel
    Data Model
    Conversion Rate Optimization
    Google Analytics
    Google Ads
    Ecommerce Website
    Cash Flow Analysis
    Webflow
    Web Design
    Search Engine Optimization
    Shopify
  • US$40 hourly
    🏆𝑾𝑶𝑹𝑲 𝑾𝑰𝑻𝑯 𝑻𝑯𝑬 𝑱𝑷 𝑴𝑶𝑹𝑮𝑨𝑵 𝑰𝑵𝑽𝑬𝑺𝑻𝑴𝑬𝑵𝑻 𝑩𝑨𝑵𝑲𝑬𝑹 𝑾𝑯𝑶'𝑺 𝑺𝑻𝑹𝑼𝑪𝑻𝑼𝑹𝑬𝑫 𝑶𝑽𝑬𝑹 $𝟓𝟎𝑩 𝑰𝑵 𝑴&𝑨 𝑫𝑬𝑨𝑳 𝑽𝑨𝑳𝑼𝑬 🔴As a 𝑱𝑷 𝑴𝒐𝒓𝒈𝒂𝒏 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌𝒆𝒓 with tremendous experience at 𝐖𝐚𝐥𝐥 𝐒𝐭𝐫𝐞𝐞𝐭 I've been advising Multinational Companies on 𝐌&𝐀s across the world on how to structure M&A deals, I'll work with you to step by step to achieve that 👇 ✅ 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭: I'll work with you to understand your business objectives and growth aspirations. We'll develop an 𝐌&𝐀 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲 aligned with your goals. ✅ 𝐓𝐚𝐫𝐠𝐞𝐭 𝐈𝐝𝐞𝐧𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧: I'll conduct 𝒎𝒂𝒓𝒌𝒆𝒕 𝒓𝒆𝒔𝒆𝒂𝒓𝒄𝒉 & 𝒂𝒏𝒂𝒍𝒚𝒔𝒊𝒔 to identify 𝒑𝒐𝒕𝒆𝒏𝒕𝒊𝒂𝒍 𝒕𝒂𝒓𝒈𝒆𝒕 𝒄𝒐𝒎𝒑𝒂𝒏𝒊𝒆𝒔 that fit your strategic objectives. ✅ 𝐏𝐫𝐞𝐥𝐢𝐦𝐢𝐧𝐚𝐫𝐲 𝐄𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧: I'll evaluate potential target companies based on your criteria such as; 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒑𝒆𝒓𝒇𝒐𝒓𝒎𝒂𝒏𝒄𝒆, 𝒎𝒂𝒓𝒌𝒆𝒕 𝒑𝒐𝒔𝒊𝒕𝒊𝒐𝒏, 𝒔𝒚𝒏𝒆𝒓𝒈𝒊𝒆𝒔, and 𝒔𝒕𝒓𝒂𝒕𝒆𝒈𝒊𝒄 𝒇𝒊𝒕. ✅ 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐚𝐧𝐝 𝐈𝐧𝐢𝐭𝐢𝐚𝐥 𝐃𝐢𝐬𝐜𝐮𝐬𝐬𝐢𝐨𝐧𝐬: I'll reach out to potential target companies and initiate preliminary discussions to gauge their interest in a potential transaction. ✅ 𝐂𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐭𝐢𝐚𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐍𝐨𝐧-𝐃𝐢𝐬𝐜𝐥𝐨𝐬𝐮𝐫𝐞 𝐀𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭𝐬 (𝐍𝐃𝐀𝐬): Before sharing sensitive information, we'll execute NDAs to protect both parties confidential data. (𝑰'𝒎 𝒆𝒙𝒑𝒆𝒓𝒊𝒆𝒏𝒄𝒆𝒅 in 𝑪𝒐𝒓𝒑𝒐𝒓𝒂𝒕𝒆 𝑳𝒂𝒘) ✅ 𝐋𝐞𝐭𝐭𝐞𝐫 𝐨𝐟 𝐈𝐧𝐭𝐞𝐧𝐭 (𝐋𝐎𝐈): If there is 𝒎𝒖𝒕𝒖𝒂𝒍 𝒊𝒏𝒕𝒆𝒓𝒆𝒔𝒕, we'll 𝒏𝒆𝒈𝒐𝒕𝒊𝒂𝒕𝒆 and sign a 𝒏𝒐𝒏-𝒃𝒊𝒏𝒅𝒊𝒏𝒈 𝑳𝑶𝑰 that outlines the key terms and conditions of the proposed transaction. ✅ 𝐃𝐮𝐞 𝐃𝐢𝐥𝐢𝐠𝐞𝐧𝐜𝐞: I'll conduct thorough due diligence on the target company, including 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍, 𝒍𝒆𝒈𝒂𝒍, 𝒐𝒑𝒆𝒓𝒂𝒕𝒊𝒐𝒏𝒂𝒍 & 𝒓𝒆𝒈𝒖𝒍𝒂𝒕𝒐𝒓𝒚 𝒂𝒔𝒑𝒆𝒄𝒕𝒔, to identify potential risks/issues. ✅ 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: We'll perform a 𝒄𝒐𝒎𝒑𝒓𝒆𝒉𝒆𝒏𝒔𝒊𝒗𝒆 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒂𝒏𝒂𝒍𝒚𝒔𝒊𝒔 & determine the 𝒇𝒂𝒊𝒓 𝒗𝒂𝒍𝒖𝒆 of the 𝑻𝒂𝒓𝒈𝒆𝒕 𝑪𝒐𝒎𝒑𝒂𝒏𝒚. ✅ 𝐃𝐞𝐚𝐥 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐢𝐧𝐠: We'll determine the most appropriate 𝒅𝒆𝒂𝒍 𝒔𝒕𝒓𝒖𝒄𝒕𝒖𝒓𝒆, considering factors such as 𝒔𝒕𝒐𝒄𝒌 vs 𝒄𝒂𝒔𝒉, 𝒆𝒂𝒓𝒏-𝒐𝒖𝒕𝒔, and 𝒕𝒂𝒙 𝒊𝒎𝒑𝒍𝒊𝒄𝒂𝒕𝒊𝒐𝒏𝒔. ✅ 𝐍𝐞𝐠𝐨𝐭𝐢𝐚𝐭𝐢𝐨𝐧: I'll engage in 𝒏𝒆𝒈𝒐𝒕𝒊𝒂𝒕𝒊𝒐𝒏𝒔 with the target 𝑪𝒐𝒎𝒑𝒂𝒏𝒚'𝒔 𝒎𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 or their 𝒓𝒆𝒑𝒓𝒆𝒔𝒆𝒏𝒕𝒂𝒕𝒊𝒗𝒆𝒔 to finalize the transaction's terms. ✅ 𝐃𝐞𝐟𝐢𝐧𝐢𝐭𝐢𝐯𝐞 𝐀𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭𝐬: We'll 𝒅𝒓𝒂𝒇𝒕 and 𝒏𝒆𝒈𝒐𝒕𝒊𝒂𝒕𝒆 𝒅𝒆𝒇𝒊𝒏𝒊𝒕𝒊𝒗𝒆 𝒂𝒈𝒓𝒆𝒆𝒎𝒆𝒏𝒕𝒔, which will include a 𝒑𝒖𝒓𝒄𝒉𝒂𝒔𝒆 𝒂𝒈𝒓𝒆𝒆𝒎𝒆𝒏𝒕 and other relevant documents. ✅ 𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲 𝐚𝐧𝐝 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 𝐀𝐩𝐩𝐫𝐨𝐯𝐚𝐥: We'll get the necessary 𝒓𝒆𝒈𝒖𝒍𝒂𝒕𝒐𝒓𝒚 𝒂𝒑𝒑𝒓𝒐𝒗𝒂𝒍𝒔 and comply with 𝒂𝒏𝒕𝒊𝒕𝒓𝒖𝒔𝒕 𝒍𝒂𝒘𝒔 and other relevant 𝒓𝒆𝒈𝒖𝒍𝒂𝒕𝒊𝒐𝒏𝒔. ✅ 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐧𝐠 𝐀𝐫𝐫𝐚𝐧𝐠𝐞𝐦𝐞𝐧𝐭𝐬: I'll evaluate various 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒏𝒈 𝒐𝒑𝒕𝒊𝒐𝒏𝒔 for the transaction, 𝒔𝒖𝒄𝒉 as 𝒅𝒆𝒃𝒕 and 𝒆𝒒𝒖𝒊𝒕𝒚, and I'll help you in raising the required 𝒄𝒂𝒑𝒊𝒕𝒂𝒍. ✅ 𝐒𝐡𝐚𝐫𝐞𝐡𝐨𝐥𝐝𝐞𝐫 𝐀𝐩𝐩𝐫𝐨𝐯𝐚𝐥: We'll seek approval from the 𝒔𝒉𝒂𝒓𝒆𝒉𝒐𝒍𝒅𝒆𝒓𝒔 of both the 𝑨𝒄𝒒𝒖𝒊𝒓𝒊𝒏𝒈 & 𝑻𝒂𝒓𝒈𝒆𝒕 𝒄𝒐𝒎𝒑𝒂𝒏𝒊𝒆𝒔. ✅ 𝐂𝐥𝐨𝐬𝐢𝐧𝐠: We'll also complete all necessary 𝒍𝒆𝒈𝒂𝒍 and 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒇𝒐𝒓𝒎𝒂𝒍𝒊𝒕𝒊𝒆𝒔 to 𝒄𝒍𝒐𝒔𝒆 the deal, including the 𝒕𝒓𝒂𝒏𝒔𝒇𝒆𝒓 of 𝒐𝒘𝒏𝒆𝒓𝒔𝒉𝒊𝒑 and 𝒑𝒂𝒚𝒎𝒆𝒏𝒕 to the 𝒔𝒆𝒍𝒍𝒊𝒏𝒈 𝒔𝒉𝒂𝒓𝒆𝒉𝒐𝒍𝒅𝒆𝒓𝒔. ✅ 𝐏𝐨𝐬𝐭-𝐌𝐞𝐫𝐠𝐞𝐫 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧: I'll assist you in developing a 𝒅𝒆𝒕𝒂𝒊𝒍𝒆𝒅 𝒊𝒏𝒕𝒆𝒈𝒓𝒂𝒕𝒊𝒐𝒏 𝒑𝒍𝒂𝒏 to smoothly combine the 𝒐𝒑𝒆𝒓𝒂𝒕𝒊𝒐𝒏𝒔 & 𝒎𝒂𝒙𝒊𝒎𝒊𝒛𝒆 𝒔𝒚𝒏𝒆𝒓𝒈𝒊𝒆𝒔. ✅ 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐒𝐭𝐚𝐤𝐞𝐡𝐨𝐥𝐝𝐞𝐫 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: I'll help you 𝒄𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒆 the strategic 𝒓𝒂𝒕𝒊𝒐𝒏𝒂𝒍𝒆 and 𝒃𝒆𝒏𝒆𝒇𝒊𝒕𝒔 of the transaction to 𝒔𝒉𝒂𝒓𝒆𝒉𝒐𝒍𝒅𝒆𝒓𝒔, 𝒆𝒎𝒑𝒍𝒐𝒚𝒆𝒆𝒔, 𝒄𝒖𝒔𝒕𝒐𝒎𝒆𝒓𝒔, and other 𝒔𝒕𝒂𝒌𝒆𝒉𝒐𝒍𝒅𝒆𝒓𝒔. ✅ 𝐌𝐨𝐧𝐢𝐭𝐨𝐫𝐢𝐧𝐠 𝐚𝐧𝐝 𝐒𝐮𝐩𝐩𝐨𝐫𝐭: I'll provide ongoing 𝒔𝒖𝒑𝒑𝒐𝒓𝒕 and 𝒂𝒅𝒗𝒊𝒄𝒆 to you during the 𝒑𝒐𝒔𝒕-𝒎𝒆𝒓𝒈𝒆𝒓 𝒊𝒏𝒕𝒆𝒈𝒓𝒂𝒕𝒊𝒐𝒏. 🏁These 👇👇 are my qualities & stats according to my client's ratings: ★📞 𝐄𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧 ★⚡︎ 𝐅𝐚𝐬𝐭 𝐀𝐯𝐚𝐢𝐥𝐚𝐛𝐢𝐥𝐢𝐭𝐲 ★⌚𝟏𝟎𝟎% 𝐎𝐧-𝐭𝐢𝐦𝐞 ★ 𝟖𝟐% 𝐉𝐨𝐛 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐒𝐜𝐨𝐫𝐞 ★ 💰𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐁𝐮𝐝𝐠𝐞𝐭 𝑰 𝑾𝑨𝑺 𝑩𝑶𝑹𝑵 𝑹𝑬𝑨𝑫𝒀 𝑨𝑵𝑫 𝑰'𝑴 𝑹𝑬𝑨𝑫𝒀 𝑻𝑶 𝑮𝑬𝑻 𝑯𝑰𝑹𝑬𝑫 𝑩𝒀 𝒀𝑶𝑼!!! 🟢 𝐂𝐥𝐢𝐜𝐤 𝐭𝐡𝐞 𝐠𝐫𝐞𝐞𝐧 ‘𝐈𝐧𝐯𝐢𝐭𝐞 𝐭𝐨 𝐉𝐨𝐛’ 𝐛𝐮𝐭𝐭𝐨𝐧 𝐢𝐧 𝐭𝐡𝐞 𝐭𝐨𝐩 𝐫𝐢𝐠𝐡𝐭-𝐡𝐚𝐧𝐝 𝐜𝐨𝐫𝐧𝐞𝐫 💬 👉Write me a personalized that express your interest in us working together in your message. I'm looking forward to working with you! Regards, 𝐌𝐚𝐧𝐝𝐞𝐥𝐚 𝐊.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Financial Modeling
    Mergers & Acquisitions
    Pitch Deck
    Bloomberg Terminal
    Equity Research & Analysis
    Financial Analysis & Valuation
    Income Statement
    Balance Sheet
    Budget Planning
    Investment Banking
    Accounting
    Financial Accounting
    Discounted Cash Flow
    Cash Flow Analysis
    Microsoft Excel
  • US$80 hourly
    Publicly practicing Chartered Accountant, ATO Registered Tax Agent and ASIC agent in Australia. Specialising in provision of business startup advice, business advisory, accounting and taxation services to businesses, sole traders and individuals. With 25+ years' experience, it is my aim to be a trusted and valued business adviser and strategic partner for you and your business. During my corporate career, I worked in a top 4 professional services accounting firm as a Manager and later on in commerce. My work took me all around the world, in various capacities providing a wide range of accounting, governance, risk and compliance services, as well as business advisory services to multi-million and billion dollar businesses. I have extensive experience across a variety of industries in both service and manufacturing environments, and also in both public and private sector. I gained incredible experience and exposure to high level business practices, efficient processes and various ERP software like SAP, PeopleSoft and many more. Now running a successful boutique business practice, built from the ground up, and I would like to share the wealth of my experience and knowledge with my clients to help them grow and succeed. It is really a chance for me to pass along a few of those lessons learned that will be of service and use to you. My areas of expertise include: • business startup advice & setup • business structure advice & setup • financial management • business budgeting • cash flow forecasting • development of policies and procedures • risk management • process improvement • business valuations • reporting & analysis • taxation • management accounting • inventory management • auditing • compliance and governance I hold a Bachelor of Business degree majoring in Accounting and International Business, and am a member of the Chartered Accountants Australia and New Zealand, holding a Certificate of Public Practice. I am also a Xero Certified Silver Champion, Myob Partner and Quickbooks Certified ProAdvisor.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Process Improvement
    Goods & Services Tax
    Employee Training
    Financial Analysis
    MYOB Administration
    Xero
    Annual Report
    Intuit QuickBooks
    Cash Flow Analysis
    Financial Report
    Internal Control
    Sarbanes-Oxley Act
    Bank Reconciliation
    Tax Return
  • US$60 hourly
    Depth knowledge of accounting and finance principles coupled with expertise of day to day accounting and bookkeeping tasks. Providing top tier outsourced bookkeeping, accounting, and cash management services to small companies and entrepreneurs facilitation their financial success. In addition, well versed in performing budgeting and financial planning EDUCATION MBA Instituto Tecnológico y de Estudios Superiores de Monterrey, en Monterrey, Nuevo León, México. Degree: Master of Business Administration. Major: Finance BS United States Military Academy, West Point, New York Degree: Bachelor of Science Major: Applied Science and Engineering PROFESSIONAL SKILLS Financial Accountant Consultant Experienced Financial Accounting Consultant during 15-year background analyzing and evaluating the financial health of small companies. Strong communicator well-versed in communicating the financial performance of small companies, providing timely, relevant and reliable financial information for decision making.. My Major responsibilities are: • Assist the business owner to establish the goals in accounting and finance in their companies • Organized budget documentation and tracked expenses to maintain tight business controls. • Implementing Sage 50 Accounting System in small and medium-sized companies, optimizing accounting function and providing business owners with precise data for decision-making in operations, financing, and investing • Training key personnel in system usage and assigning their roles, achieving maximum error rate of 1.5% in transaction categorization • Utilizing client's trial balance to ensure accurate categorization and booking of source documents, achieving maximum error rate of 1.5% in transaction categorization • Delivering comprehensive management reports to clients on the 10th day of the following accounting period, highlighting actual versus budgeted results and recommending strategies to minimize unfavorable variances • Timely preparation and submission of monthly sales tax return to the country's tax authority (SAR) before the 10th day of following month, preventing fines • Expertly developed income tax returns to minimize company's tax liability by leveraging deductible expenses according to fiscal law, meeting the deadline of April 30th of the following fiscal year • Designing of budgeting systems to effectively compare actual results with budgeted results, enabling timely correction of deviations from plan to achieve the financial goals of the company. • Worked with clients to develop financial planning strategies and solutions through evaluation of finances. • Maintained updated records of all financial transactions to support traceability. • Reported financial data and updated financial records in ledgers and journals. • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Performance Measurement
    Accounts Receivable Management
    Accounts Payable Management
    Discounted Cash Flow
    Accounting Principles & Practices
    Accounting Basics
    Accounting Software
    Bookkeeping
    Financial Planning
    Cost Accounting
    Cash Flow Statement
    Account Reconciliation
    Cash Flow Analysis
    Budget Management
    Bank Reconciliation
  • US$55 hourly
    My successful background as a freelancer comes from almost 20 years of experience in corporate finance, accounting, audit, project management, business automation, and international business. Strong background in manufacturing environments, financial modeling, cash flow preparation, and financial statement preparation. FINANCE / ACCOUNTING: I have a strong background in Corporate Finance and Accounting, with years of educational and practical experience in this field. I own and run a small business on the side that focuses on home renovations and am responsible for preparation for all financial statements, financial modeling, and cash flow preparation. I can provide a wide variety of finance, accounting, audit, management, and consulting services for your business. With my diverse background ranging from small business owner to large divisional finance director, I can service clients from startup to larger businesses. LEADERSHIP: I currently manage three (3) teams consisting of ten (10) people with a ranging skill set in finance, accounting, project management, facilities management, automation development, and business process analysis. I can handle multiple projects and multiple tasks at one time. Time management and multi-tasking is one of my strongest skill sets; however, the needs of the clients and critical assignments will take precedent and I will ensure quality completion of each assignment. EDUCATION / CERTIFICATIONS: I bring dual B.B.A degrees in Finance and Accounting with an emphasis in Psychology. I completed my MBA in 2013, and recently completed my Masters in Accountancy in 2018. I continually strive to learn and have several other company sponsored trainings at the University of Chicago that have been achieved throughout my career.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Bookkeeping
    UiPath
    Robotic Process Automation
    Cost Analysis
    BlackLine
    Cash Flow Analysis
    Account Reconciliation
    SAP
    Chart of Accounts
    GAAP
  • US$95 hourly
    I am a real estate investment and finance professional specializing in providing owners with data based and actionable recommendations. Core competencies are finance and accounting operations, investment underwriting and due diligence, asset management, strategic planning, capital raising, and operations analysis.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Finance & Accounting
    Business Analysis
    Business Plan
    Investment Research
    Financial Analysis
    Valuation
    Business Planning & Strategy
    Startup Consulting
    Startup Company
    Asset Management
    Underwriting
    Real Estate Financial Modeling
    Forecasting
    Financial Projection
    Cash Flow Analysis
  • US$75 hourly
    If you are in need of an experienced financial accounting professional with a wide background working with oil and gas, manufacturing, financial services and service oriented companies or in need of an accountant or bookkeeper and use QuickBooks Online - look no further. Highly accurate, reliable, honest and a hands on client-focused accountant/bookkeeper using Quickbooks Online. My background includes work in upstream and downstream oil and gas companies, oil field service companies, manufacturing and financial service type companies. My past roles include being a CFO, CAO, Controller, Operations Controller and Consultant. I have 25 years financial accounting experience. My specialty has become fixing mistakes by less experienced bookkeepers and maintaining the integrity of each of my clients books so they can make the decisions they need to for their business. My primary services include: - Setting up new QuickBooks Online accounts - Accounts Payable/Receivable - QuickBooks Online training - Finding, investigating and fixing incorrect transactions - Bank/Credit Card reconciliations, setting rules - Taxes (Sales & Income) _ Forensic Accounting - Maintaining books by coding transactions and keeping the financials clean for decision making. - App integration (Gusto, ADP, Amazon, PayPal, A2X) - Financial Reporting - Automation - Journal entries (accruals, amortizations, loans) - GAAP financials - Job Costing - Creating Chart of Accounts - Account Reconciliations I welcome you to invite me to interview for your bookkeeping or accounting position and I'm looking forward to speaking with you. Steve Flores River Trails Energy, LLC
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    Financial Reporting
    Acquisitions
    SEC Reporting
    QuickBooks Online
    Technical Accounting
    GAAP
    Account Reconciliation
    Cash Flow Analysis
    Internal Control
  • US$40 hourly
    Having extensive experience in accounting I can provide a wide range of services including bookkeeping, reporting, and cashflow forecasting. I am a QuickBooks Online Certified ProAdvisor as well as having significant experience with Wave software. I have worked with small businesses and non-profits on their accounting needs. If you are looking for a service oriented professional let's discuss how my skills can be used to assist in your success.
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    Wave Accounting
    Financial Reporting
    Cost Accounting
    Inventory Management
    Bookkeeping
    Budget Management
    Financial Variance Analysis
    Bank Reconciliation
    Cash Flow Analysis
    Account Reconciliation
    Microsoft Excel
  • US$95 hourly
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, e-commece, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
    vsuc_fltilesrefresh_TrophyIcon Cash Flow Analyst
    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Startup Consulting
    Business Planning & Strategy
    Cash Flow Analysis
    Financial Accounting
    Cash Flow Modeling
    Financial Modeling
    Pro Forma Statement
    Financial Analysis
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