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Rating is 4.8 out of 5.
4.8/5
based on 1,024 client reviews
  • US$30 hourly
    Who's Xiaosa Liu? ● Xiaosa is the founder of CnAlpha Global Accounting Team on Upwork. He has 7 years experience working as a financial consultant in a consulting firm and auditor in an accounting firm. He is good at multiple currency accounting and consolidation. ● Xiaosa is a US Certified Public Accountant(CPA) and has master degree from New York. He was an senior consultant working for Top 500 companies, such as UBS, Zippo, and Compo etc. ● Xiaosa is expert in preparing the financial statement report and financial analysis. He successfully release the financial burden of the SME company. The owner of SME company can focus on their business. What services does Xiaosa provide? ● Finalized the Hong Kong/ China company audited report ● Open Hong Kong Bank, Register Hong Kong company, NAR1, SCR, Annual Audit, IRD tax filing etc. ● Providing solution to those clients who received Penalty Letter or Court Hearing etc. ● Work as client's secretary comapny to maintain their Hong Kong Company ● Dissolve the Hong Kong Company ● Setting up New Company accounts & Managing Chart of Accounts ● Recording, categorization and data entry of financial data ● Bank & Credit Card Reconciliation ● Create Invoice & Bill ● Maintaining Account Receivables & Payable ● Weekly, Monthly & Year End Reporting ● Consolidated Financial Statements, Financial Projections / Forecasting, Ratio Analysis, Key Performance Indicators ● Advance Complex Excel Modelling Assignments ● Sales Tax, VAT & Income Tax returns for IRS, HMRC ● Converting from One Software to Another ● Xero, Quickbooks Online, Wave, Zoho ● Some other task required for clients. What can you get from working with Xiaosa? ● Rich business resources in various fields in China ● Great negotiation skill which often makes unbelievable things happen. ● Deeply business financial analysis, cost-effective analysis. ● High enthusiasm to promote tough projects. ● Feasible advises on how to run your business. ● One-step service to support you expand your business. ● Have an excellent representative when you need someone to work on site.
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    Cryptocurrency
    Blockchain
    Python
    Financial Analysis
    Chinese to English Translation
    Xero
    Bookkeeping
    Financial Reporting
    Intuit QuickBooks
    Financial Audit
    Tax Return
    Microsoft Excel
  • US$25 hourly
    "Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax Filing
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    Visual Basic for Applications
    Data Analysis
    Google Docs
    Bookkeeping
    Xero
    Financial Analysis
    Business Writing
    Business Plan
    Wave Accounting
    Intuit QuickBooks
    Balance Sheet
    Bank Reconciliation
    Financial Audit
    Microsoft Excel
  • US$100 hourly
    Links LinkedIn Skills Global Financial Operations Management Strategic Planning and Execution Mergers and Acquisitions Financial Planning and Analysis Risk Mitigation Regulatory Compliance Cross-functional Team Leadership Process Design and Improvement Budgeting and Forecasting Profile Strategic Financial partner and business Advisor with 14 years of experience optimizing financial operations to ignite growth across the global organization. Proven ability to drive complex strategic initiatives, M&A activities, and financial operations for multi-million-dollar, multinational corporations.
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    CPA
    Finance & Accounting
    Financial Analysis & Valuation
    Management Accounting
    Financial Audit
  • US$20 hourly
    I am a versatile, reliable, and efficient Certified Public Accountant (CPA) under the Philippines with seven (7) years of combined rigorous trainings and experiences where I have gained proven skills that I continue to hone. I specialize in Accounting, Bookkeeping, Analytics, and Finance functions which include, but not limited to: - Overall set-up and migration of Accounting system and chart of accounts; - Full cycle bookkeeping based on comprehensive and up-to-date international Accounting standards, principles, and practices (including GAAPs); - Total accounts processing (including invoicing and billing), management, monitoring, and reconciliation; - Financial statements and reports preparation, generation, analysis, and projection; - Analysis, auditing, automation, forecasting, modeling, and custom dashboard and report preparation of complex raw data sets using Microsoft Excel at an advanced level; - Audits for compliance, forensic, and/or operational purposes; and - Data entry / ad hoc tasks. My goal and vision is that my valued clients will be able to allocate and dedicate their precious resources in growing their businesses in other aspects or spending quality personal time by taking Accounting, Bookkeeping, Analytics, Finance, Data Entry, and related Administrative functions off their busy schedules. Please feel free to contact me; I would love to hear from you! Thank you very much and have a great day!
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    Sage
    Finance & Accounting
    Financial Accounting
    Financial Reporting
    Financial Statement
    Financial Audit
    Financial Management
    Analytics
    Bookkeeping
    Intuit QuickBooks
    Microsoft Excel
  • US$125 hourly
    15 years experience in medical device industry. Excellent knowledge of FDA and international medical device regulations. Experience includes ISO 13485:2016 and 21 CFR 820, as well as the MDSAP process. Recent roles include Quality Director, Director Quality and Regulatory Compliance, Quality Program Manager. Services include: conducting internal audits, designing audit programs, writing and reviewing CAPA, complaint and MDR files, reviewing/setup supplier quality programs, and reviewing manufacturing operational areas such as calibration, maintenance, and training programs. Certified - ISO 13485:2016 Internal Auditor (TPECS) and ISO 19011:2018. Extensive Greenlight Guru experience.
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    Action Plan
    Report Writing
    Internal Auditing
    Critical Thinking Skills
    Quality Management System
    Quality Audit
    Regulatory Compliance
    Document Review
    Medical Device
  • US$10 hourly
    ⭐⭐⭐⭐AMAZING QUICKBOOKS EXPERT/ ACCOUNTS RECEIVABLE SPECIALIST/VIRTUAL ASSISTANT⭐⭐⭐⭐ Hello, I'm Rachel, I am a Professional Accounting/Bookkeeper/Virtual Assistant who is passionate when it comes to work. I've worked with clients professionally from different industry for over 5 years. I am highly regarded for being enthusiastic about my work, motivated and flexible, and attentive to details.Throughout my career, I have demonstrated the highest levels of service and commitment to the mission of any organization . I have worked for setting standards to be complied by a huge department, established spreadsheet templates for easier reporting and have presented a summary topsheets of data reported to the top management of my previous company. I am well-versed on 📚Bookkeeping/Accounting 📉Data Entry ✅Data Management 📞Customer Care/Support 💻Social Media Manager 📖Quickbooks ✅Online Research ✅43 WPM with 99% accuracy Applications and Tools, websites I use: Quickbooks Online Google Sheets Google Docs Microsoft Excel Microsoft Word Microsoft Powerpoint SAP Facebook, Instagram, Linkedin, Twitter. If you liked what you see on my profile, kindly send me an interview at any convenient time you want. I'm looking forward to work with you! 👍
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    QuickBooks Online
    Google Sheets
    Spreadsheet Software
    Transaction Data Entry
    Bookkeeping
    Customer Service
    Data Entry
    Microsoft Office
    Account Reconciliation
    Microsoft Excel
    Bank Reconciliation
    Accounts Receivable
    Financial Audit
  • US$60 hourly
    I specialize in real estate-related accounting projects, and I am an expert in four property management software programs: Appfolio, Buildium, PropertyWare, and Yardi. Most of my current practice involves assisting private real estate investors and small to mid-size property managers. I have served as CFO of several companies in manufacturing, retail, and wholesale food processing. I currently provide business planning and consulting for start-up businesses and assist in QuickBooks installation and management as a QuickBooks Pro Advisor. I have over thirty years of experience helping small business owners with accounting services. I have worked with CPA firms as a contract tax accountant and bookkeeper, but no longer an enrolled agent.
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    AppFolio
    Buildium
    Accounts Payable Management
    Financial Reporting
    PropertyWare
    Yardi Software
    Accounts Receivable Management
    Clerical Skills
    Bookkeeping
    Financial Accounting
    Intuit QuickBooks
    Bank Reconciliation
    Financial Audit
  • US$20 hourly
    An experienced Chartered Accountant, with an excellent background in Bookkeeping, Financial Accounting & Reporting, Review, Audit, Financial Analysis, And Tax preparation, and have been doing this for more than 5 years. Quickbooks Online, Odoo, Wave and Xero are what I specialize in. Providing virtual Accounting and CFO Services :  Financial Accounting  Professional Bookkeeping  Review & Audit financial data  Financial Statement (Profit & Loss account, Balance sheet, and Cash flow statement)  Accounts Payable and Receivable management  Tax Preparation assistance  Reconciliation of Banks and Credit Cards.  Budgeting and Cash Flow Forecasting  Inventory Management  Financial & Operational Reporting  Management Reports  Advanced Google sheet & Excel Skills In summary Trust, reliability, timely services, and long-term relationship are the key goals of my service. Thank You!!
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    CPA
    Month-End Close Assistance
    Financial Report
    Financial Analysis
    Financial Audit
    Chart of Accounts
    Xero
    Financial Accounting
    Intuit QuickBooks
    Tax Preparation
    Bookkeeping
    Data Entry
    Accounting Principles & Practices
    Microsoft Excel
    Balance Sheet
  • US$16 hourly
    Over the last 14 + years, I have good experience in the professional service of accounting, bookkeeping, auditing, web research, data entry and customer support. I am highly proficient in setting up chart of accounts/accounting set up, import/ export of data and reports, maintaining general ledger, journal, accounts receivable, accounts payable, bank reconciliation, inventory management, profit & loss account, balance sheet, cash flow, financial statement analysis and review, email handling, live chat and phone call support. I am expert in using various MS Office tools, specially in MS Excel and MS Word. I am also very well in working on google sheets. My bookkeeping & accounting services are based on accounting software such as Quickbooks, Sage 50, Sage accounts production, Myob, Tally, EcountERP and other packages. I am always ready for the new opportunities in accounting, bookkeeping, data entry, web research and customer support to satisfying my clients by completing their important and deadline work and giving them happy hours along with commitment to data security. Thank you very much for having look at my profile and looking forward to start long term business relationship.
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    Bookkeeping
    Data Entry
    Account Management
    MYOB Administration
    Accounts Payable Management
    Accounts Receivable Management
    Wave Accounting
    Xero
    Google Sheets
    Financial Accounting
    Financial Audit
    Intuit QuickBooks
    Microsoft Excel
    Bank Reconciliation
  • US$110 hourly
    Jack is a licensed CPA and has Big 4 experience as an in-charge associate in auditing and deal advisory where he audited both private and public companies, and advised clients on mergers & acquisitions, financial reporting, technical accounting, and complex accounting change. Jack also has private credit / private equity experience in portfolio management, underwriting, valuation, managing through underperformance, and modeling. Jack also has experience in bookkeeping for small businesses.
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    Cash Flow Statement
    Finance
    Financial Reporting
    Management Accounting
    Accounting Principles & Practices
    CPA
    Underwriting
    Accounting Basics
    Financial Statement
    Finance & Accounting
    Microsoft Excel
    Accounting
    GAAP
    Financial Report
    Financial Audit
  • US$10 hourly
    🤦🏻‍♀️ 𝙈𝙚𝙨𝙨𝙮, 𝙡𝙤𝙣𝙜 𝙤𝙫𝙚𝙧𝙙𝙪𝙚 and 𝙪𝙣𝙧𝙚𝙘𝙤𝙣𝙘𝙞𝙡𝙚𝙙 books? 🥇Problem solved! 𝙀𝙓𝙋𝙀𝙍𝙄𝙀𝙉𝘾𝙀𝘿 𝘽𝙊𝙊𝙆𝙆𝙀𝙀𝙋𝙀𝙍 here providing a 𝙃𝘼𝙎𝙎𝙇𝙀-𝙁𝙍𝙀𝙀 financials for you! 𝙒𝙝𝙮 𝙈𝙚? Simple reasons: 👇👇👇 🔥𝘼𝘾𝘾𝙊𝙐𝙉𝙏𝙄𝙉𝙂 𝙎𝙊𝙁𝙏𝙒𝘼𝙍𝙀 𝙒𝙄𝙕 ✦ Quickbooks, Xero, Myob, Wave, you name it, I can handle it! I'll navigate your financials with the help of these accounting software. Ensuring your finances online for up-to-date financial reports and meticulous tracking of financial transactions from beginning to end. 🔥𝘼𝘾𝘾𝙐𝙍𝘼𝙏𝙀 𝙏𝙍𝘼𝙉𝙎𝘼𝘾𝙏𝙄𝙊𝙉 𝘿𝘼𝙏𝘼 𝙀𝙉𝙏𝙍𝙄𝙀𝙎 ✦ Accurately categorize every transactions in you bank feeds and journal entries for adjustment. Highly experienced on catch up and clean up of books as well. 🔥𝙁𝙄𝙉𝘼𝙉𝘾𝙄𝘼𝙇 𝙍𝙀𝙋𝙊𝙍𝙏𝙄𝙉𝙂 & 𝘼𝙉𝘼𝙇𝙔𝙎𝙄𝙎 ✦ Provide monthly financial reports - Profit and Loss, Balance Sheet, and Cash Flow, for monitoring of your business' finances. Allowing deeper understanding of your financial status, aiding informed decision-making and strategic planning. 🔥𝙏𝘼𝙓 𝘼𝙉𝘿 𝙋𝘼𝙔𝙍𝙊𝙇𝙇 𝘼𝙎𝙎𝙄𝙎𝙏𝘼𝙉𝘾𝙀 ✦ Provide assistance by updating and consolidate reports for payroll and tax season. Relevant experienced on BAS and GST reports. 🔥𝘽𝙄𝙇𝙇𝙎 𝘼𝙉𝘿 𝘼𝘾𝘾𝙊𝙐𝙉𝙏 𝙋𝘼𝙔𝘼𝘽𝙇𝙀𝙎 ✦ Monitor the accounts payable, expenses and liabilities by reports analysis through monthly reports. 🔥 𝙄𝙉𝙑𝙊𝙄𝘾𝙄𝙉𝙂 𝘼𝙉𝘿 𝘼𝘾𝘾𝙊𝙐𝙉𝙏 𝙍𝙀𝘾𝙀𝙄𝙑𝘼𝘽𝙇𝙀𝙎 ✦ Client invoicing and monitors the accounts receivables through aging reports and overdue clients. 🔥𝘽𝘼𝙉𝙆 𝙍𝙀𝘾𝙊𝙉𝘾𝙄𝙇𝙄𝘼𝙏𝙄𝙊𝙉 - 𝙉𝙊 𝙊𝙑𝙀𝙍𝙇𝙊𝙊𝙆𝙎 ✦ Ensures bank statements exactly matches your money records online. Delivers alignment with every transactions that comes in and out of your bank which reflects exactly to your financial records. 🔥𝙎𝙈𝙊𝙊𝙏𝙃 𝘾𝙊𝙈𝙈𝙐𝙉𝙄𝘾𝘼𝙏𝙄𝙊𝙉 ✦ Smooth exchange of ideas and open communication to easily explain the financial reports. Paving for effective collaboration and partnership to achieve your business's financial goals. 🔥𝙎𝙀𝘾𝙐𝙍𝙀𝘿 𝘿𝘼𝙏𝘼 ✦ Safety first! Prioritize the security of your sensitive financial data through stringent and reliable practices for a worry-free business owner like you. 🔥𝙋𝙍𝙊𝘼𝘾𝙏𝙄𝙑𝙀 𝙏𝙀𝘾𝙃 𝙎𝘼𝙑𝙑𝙔 ✦ Always one step ahead. Remains proactive in staying abreast of the latest technological advancements and adapting swiftly to shifts in the financial landscape. 🔥𝘽𝙊𝙊𝙆𝙆𝙀𝙀𝙋𝙄𝙉𝙂 𝙏𝙊𝙊𝙇𝙎 ✦ Intuit QuickBooks ✦ Intuit Mint ✦ Wave ✦ Xero ✦ Quicken ✦ Zoho Books ✦ SAP ✦ MYOB 🔥𝙊𝙁𝙁𝙄𝘾𝙀 & 𝘼𝘿𝙃𝙊𝘾 𝙏𝙊𝙊𝙇𝙎 ✦ Microsoft 365 (Outlook, Teams, Word, Excel, PowerPoint) ✦ Google Suite (Google Sheet, Gmail, Google Drive,) ✦ Zoho CRM ✦ Slack ✦ Dropbox ✦ Trello ✦ Notion 🔥𝘽𝙐𝙎𝙄𝙉𝙀𝙎𝙎/𝙄𝙉𝘿𝙐𝙎𝙏𝙍𝙔 𝙏𝙔𝙋𝙀 ✦ E-commerce ✦ Health ✦ Construction ✦ Real estate ✦ Photography ✦ Moving and Trucking Services ✦ Others Time is money, and if you're a business owner, that can be true. I know how it feels to be busy, but I also know that you need the help of an experienced bookkeeper to get through. When you hire me, I'll take care of all your accounting needs so that you can focus on what matters most—your business! 🤝Sounds like a fit? 📮Drop me a message to let me know!
    vsuc_fltilesrefresh_TrophyIcon Financial Audits
    Cash Flow Statement
    Transaction Data Entry
    Journal Entries
    Bookkeeping
    Accounting Basics
    Wave Accounting
    Xero
    Balance Sheet
    Income Statement
    Accounts Receivable
    General Ledger
    Accounts Payable
    Bank Reconciliation
    Financial Accounting
    Intuit QuickBooks
  • US$120 hourly
    I am an accountant possessing a litany of CPA Canada (ON), US CPA (NH) along with 10+ years of exceptional track record in handling a gamut of core audit practices, accounting, and bookkeeping, possessing allied proficiency in financial analysis. I have collective experience worked on audits for various clients in Canada, Kuwait, and the Middle East and gained broad experience in auditing, accounting, and related services. I have conducted many external and internal seminars on International Financial Reporting Standards (“IFRS”) as well as Accounting Standards for Private Enterprises (ASPE) and Accounting Standards for not-for- Profit Organizations (ASNPO), International Standards on Auditing (“ISA”) and Canadian Auditing Standards (“CAS”), Advanced Financial Statements Analysis.
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    Tax Law
    Financial Analysis
    International Financial Reporting Standards
    Financial Disclosure
    Financial Reporting
    Tax Strategy
    Accounts Payable Management
    Accounting
    Financial Accounting
    Accounting Basics
    Bank Reconciliation
    Intuit QuickBooks
    Bookkeeping
    Financial Audit
  • US$20 hourly
    10 Plus year of Experience, a reliable partner who want's to scale the business. QuickBooks & Xero Advisor, Bookkeeping Pro, Process development, Financial Reporting, Financial Analysis, Virtual CFO. Can help you with everything you need in the area of Finance and Accounting. We can act as your Finance Department, we call this as Finance Shared Service, enabling small and medium size businesses to access every level of resources you may need in your team. ($20-$100 per hour depending on the complexity of the task) As an ACCA Member (equivalent to a CPA), and with over 10 years of experience in bookkeeping, accounting, and finance, I am well-versed in delivering high-quality services that meet your specific needs. Whether you require, virtual finance assistant, cloud bookkeeping, financial analysis, financial modeling, or virtual CFO services, I have the skills to assist you. Moreover, I have a team with me and we can help you scale your business and grow. Please note I own an accounting firm giving me the capacity to support any size of business and being a firm we have a combination of skillset to run a Full finance operation for any company. My experience and expertise includes: 📚 Bookkeeping, Accounting, and Finance (10+ years) 📊 Financial Analysis and Modeling (8+ years) 📈 Business Strategy (6+ years) 📣 Sales and Marketing Strategy (6+ years) I have worked across a wide range of companies from small, one person start-ups to large public and multinational companies. Top industries we are helping but not limited to - 🎓 Edtech 🛍️ E-commerce 💡 SaaS 🏢 Real Estate 💻 IT Our primary focus is to ensure that you receive: 📊 Timely and up-to-date financial reports, enabling you to make informed decisions. 💰 Thorough appraisal of different scenarios through Financial Models. 🔍 Sharing essential business insights through financial analysis, facilitating your decision-making process. 📚 Highly efficient and automated bookkeeping services. 💼 Providing Virtual Finance Assistant support, ensuring you have an in-house Finance Department to cater to all stakeholders. We are dedicated to providing you with these key elements to effectively support your business. I am experienced in all the major cloud accounting programs, please check below - QuickBooks: ⭐⭐⭐⭐⭐ Xero: ⭐⭐⭐⭐⭐ Zoho Books: ⭐⭐⭐⭐⭐ (also familiar with Zoho Analytics) Net Suite: ⭐⭐⭐⭐⭐ Freshbooks: ⭐⭐⭐⭐⭐ MYOB: ⭐⭐⭐⭐ Wave: ⭐⭐⭐⭐ I can help you with: - Deciding appropriate cloud accounting software - Setting up your company on a new cloud accounting system - Monthly bookkeeping requirements, adding transactions and categorization - Integration of apps into your accounting system - Reconciliations (bank, credit card, merchant accounts, etc) - Inventory tracking and integration - Payroll Management (Gusto, Deel., etc) - Accounts Receivable Management - Accounts Payable Management - Sales Tax, BAS, GST, HST etc. - Financial Reporting - Financial Analysis - Plus much more I have a passion for small & medium size businesses and enjoy helping them succeed - get in touch and I will be happy to help! I only take the task which I can deliver, so do not worry to ping me. I will be happy to respond to you and discuss your requirements. Thank you.
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    Financial Modeling
    Financial Analysis
    Video Cleanup
    Financial Planning
    Account Reconciliation
    Financial Reporting
    Bookkeeping
    Zoho Books
    Bank Reconciliation
    Intuit QuickBooks
    Microsoft Excel
  • US$15 hourly
    🌟⭐⭐⭐⭐⭐🌟 As a top-rated professional with a 100% job success score, I am dedicated to helping small business owners achieve their goals through efficient management of accounting processes and timely delivery of financial statements. 📊📈 With my expertise as a Certified Management Accountant (CMA) and QuickBooks Certified professional, alongside my experience as an accountant and CFO for various businesses, I am uniquely qualified to handle the month-end close and provide key financial performance metrics to my clients. 📅📉 In my role as a full-time remote bookkeeper and accountant, I have worked with large corporations in the United States, honing my skills in: QuickBooks Online and Desktop 📚💻 Xero 🧮 Zoho Books 📒 Excel 📊 Bill.com 💸 Stripe.com, Cosplay, and more. 💳🔄 With my ability to quickly learn new software and my strong attention to detail and organization, I am confident in my ability to provide exceptional service to my clients. 💼✅ Whether you need help with bookkeeping, accounting, or financial analysis, I am here to support your business's financial success. Best Regards, Yousaf T
    vsuc_fltilesrefresh_TrophyIcon Financial Audits
    Cash Flow Modeling
    Financial Reporting
    Financial Modeling
    Financial Statement
    Cash Flow Statement
    Cash Flow Analysis
    Microsoft Excel
    Zoho Books
    Bookkeeping
    Financial Accounting
    Financial Report
    Intuit QuickBooks
  • US$25 hourly
    Hello Fellow Entrepreneur, I'm a ✅CPA with more than ✅SIX years of experience as ✅SENIOR CONSULTANT in ✅TOP ACCOUNTING FIRM of ✅INDIA i.e. MAHAJAN & AIBARA. I help you in maintaining your information or accounts accurately and in manageable form and in the form which provides true and accurate information to you which will help you in making a financial decision resulting in saving of your time, effort and money($$$$$$$$) & help you in bringing more cash inflows. What we can discuss: ✅Accounting ✅Bookkeeping ✅Business consulting ✅Financial Analysis & Valuation ✅Financial Forecasting ✅Business Planning & Strategy ✅Startup company ✅Financial Planning ✅Financial Modelling My process: ✅1.Breifing/Discussions ✅2.Research ✅3.Managing or preparation or analaysis of your business data. ✅4. Revisions/Review of the work done (Mention in no.3) ✅5. Delivery I have tremendous experience of successful projects completed for the business Multi-National Corporations having billion $ of turnover in Mumbai, India and Kathmandu ,Nepal. Education: ✅Completed Chartered Accountant course which is reputed professional course from Institute of Chartered Accountants of India in November 2019. Also obtained membership of Institute of Chartered Accountants of Nepal in September 2021. Exposure in India (Mumbai) : ✅Worked 2.5 years as Senior Consultant in Risk Advisory field in Mahajan & Aibara Chartered Accountants LLP. During this period build internal control, reviewed internal control , accounting review, taxation review and review of other value addition areas and risk management of many companies in India most of which were Multinational companies having turnover $1billion to $3billion. Worked 1 year as Article Assistant in Varma & Varma Chartered Accountants. During this period conducted statutory audit of many companies in India, among them many were listed Multinational companies. Experience in Nepal: ✅Worked for 2 years as freelancer consultant in the field of audit , taxation, risk management etc. for different audit firms of Nepal.
    vsuc_fltilesrefresh_TrophyIcon Financial Audits
    Equity Valuation
    Company Research
    Cryptocurrency
    Company Valuation
    Business Intelligence
    Financial Analysis
    Business
    Bookkeeping
    GAAP
    Internal Control
    Accounting
    Financial Accounting
    Microsoft Excel
    Balance Sheet
    Intuit QuickBooks
  • US$40 hourly
    Experienced accounting professional, CFE student (CPA Canada) and a member of The Institute of Chartered Accountants of India having more than 7 years of work experience in Accounting, Finance, Taxation and Payroll. Have good knowledge and experience in various softwares - Quickbooks Online, Quickbooks Desktop, CaseWare, TaxPrep, Microsoft Office. Have proficient knowledge in financial statements analysis and full cycle accounting. Ability to work in a fast-paced environment with tight deadlines and multiple demands. Exceptional ability to prioritise and organise workflow. Providing best and qualitative services to my clients is the reason behind my success in accounting career.
    vsuc_fltilesrefresh_TrophyIcon Financial Audits
    Accounting Basics
    Accounts Payable Management
    QuickBooks Online
    Bookkeeping
    Intuit QuickBooks
    Accounting
    Payroll Accounting
    Bank Reconciliation
    Accounts Receivable
    Account Reconciliation
  • US$40 hourly
    I'm a crypto accountant with expertise dating back to 2018, serving both individuals and corporate clients in the cryptocurrency sector. I've got a background in Quantitative Finance and have applied my knowledge to crypto trading since 2018. My experience includes working with crypto mining companies, DAOs, and Web 3.0 businesses, helping them set up accounting structures and tax strategies. I've prepared crypto tax reports for 300+ clients globally and currently focus on developing Crypto Compliance and AML software. I have experience in and write about various aspects of the cryptocurrency space, including CEFI, DEFI, CEX exchanges, NFTs, liquidity pools, ICOs, airdrops, staking, mining, scams, rugpulls, burning, cold wallets, hot wallets, yield farming, smart contracts, forks, tokenomics, decentralized autonomous organizations (DAOs), and cryptocurrency regulations.
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    International Taxation
    Data Analysis
    QuickBooks Online
    Financial Modeling
    Cryptocurrency
    Financial Management
    Intuit QuickBooks
    Financial Audit
    Microsoft Excel
    Balance Sheet
    Financial Accounting
  • US$18 hourly
    Hi, my name is Marc. I'm an independent private accountant / bookkeeper since 2015. I serve micro to small size companies here in the Philippines with focus on compliance and setting up their records as prescribed by the tax code. I also have experience in using different accounting systems (Xero, Quickbooks, MYOB, Wave, etc.); and the practical and technical side of both Accounting and Bookkeeping. Should there be anything you might need from me, please, don't hesitate to ask. 😉
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    HTML5
    CSS 3
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    Intuit QuickBooks
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    Financial Accounting
    Accounting Basics
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    Budget Management
  • US$50 hourly
    Qualified Accountant and Financial Advisor with Swiss and international experience. Member of the Association of Chartered Certified Accountants, UK - Financial Planning, budgets and forecasts. - Accounting, Statutory Reporting and VAT Returns in Switzerland. - Bexio, Xero, Odoo, Progel, Abacus, Quickbooks, WinBooks etc - You can reach me in English, Italian or French.
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    KPI Metric Development
    Odoo
    Financial Analysis
    Financial Statement
    Financial Modeling
    International Financial Reporting Standards
    Corporate Tax
    Financial Management
    Xero
    Accounting
    Financial Audit
    Intuit QuickBooks
  • US$15 hourly
    I am a CPA with 8 years experience in accounting and auditing. I have served different clients both offline and online in different industry such as laundry, retail, education and not for profit organizations. I have vast experience using QuickBooks and excel. My focus is providing you; 1. Highly efficient bookkeeping 2. Timely and up to date financials 3. Cashflow projections and budgeting 4. Full accounting support for your business I seek opportunity in bookkeeping and financial reporting. You will find me efficient .
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    File Management
    Google Workspace
    Google Sheets
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    Account Management
    Financial Reporting
    Financial Analysis
    Bookkeeping
    Financial Audit
    Account Reconciliation
    Intuit QuickBooks
    Financial Accounting
  • US$50 hourly
    I am a finance professional with more than 13 years of extensive experience of working as an accountant and controller. I am currently heading a Finance function of a SAAS Company with $12 Mn ARR which has global operations and entities set up in the USA and India. My key expertise lies in: - Preparing and presenting accurate and timely financial reports, including income statements, balance sheets, and cash flow statements. Ensuring compliance with accounting standards and regulations. - Maintaining complete control of accounting records including receivables and payables management - Managing financial audits and work closely with external auditors to ensure compliance with accounting standards and regulations. Implement internal controls as needed. - Creating forecast / budget at the beginning of the year with insights from all functional heads and keeping control of the same throughout the year - Developing and implementing financial strategies that align with the company's growth and profitability objectives. - Managing relationships with investors and stakeholders, providing regular financial updates and ensuring transparency in financial reporting. - Managing treasury to support daily operations, investments, and growth initiatives. Optimize working capital and costs to maintain liquidity. I have also worked with public accounting firms being Deloitte, EY and BDO for 12 years and have gained extensive knowledge on: - Carrying out accounting as per applicable accounting standards being IFRS, USGAAP - Preparation of standalone and consolidated financial statements - Designing SOPs and internal controls framework and carrying out audit of internal controls My overall key skillset comprises of Accounting, Auditing, FP&A, Budgeting, Business Process Improvement, Compliance Management, Treasury, Financial Reporting and Corporate Finance.
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    Forecasting
    Management Information System
    Budget
    Treasury Management
    International Financial Reporting Standards
    Financial Reporting
    Accounting Principles & Practices
    Financial Statement
    International Accounting Standards
    Accounting
    Financial Audit
    Internal Control
  • US$15 hourly
    Muhammad Qasim Mughal Netsuite Xero Certified QuickBooks Online Proadvisor Quickbooks Online Advanced Certified ACCA (Accountant) CFA Charter Holder ( Chartered Financial Analyst, Financial Modelling & Wealth Management Expert) I have proudly aided various clients in different industries to their gratification. Now I have +8 Years of experience in the arena of Accounting, Auditing, Management Consultancy, and Financial Advisory Services. I have finalized statutory audits of many organizations under my supervision. I believe in perfection so any project provided to me will be accomplished with excellence. I do Provide the Following Services: Accounting Services: Bookkeeping, Netsuite, Sage One, Quickbooks, Xero, Financial Reporting, ERP/CRM Consultant, System Documentation Business Consultant: Valuation, Forecasting, Budgeting, Equity Research, Business Plan, Feasibility Studies, System Integration, Working capital Management, Performa Statement Audit & Assurance: Internal Auditing, External Auditing (Non-Statutory), Compilation, Forensic Auditing, Fraud Investigation Here are some of the elements that set me apart: - I will always complete my projects by our established timelines. - I provide free support for 60 days to ensure your project is functional and understood. - I am happy to train you or a team member on use via Skype or telephone. - You will get clear, friendly communication throughout your engagement. Regards M. Qasim Mughal
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    Xero
    Buildium
    Financial Analysis
    Financial Reporting
    Asset Management
    Cost Accounting
    Technical Writing
    Financial Management
    WooCommerce
    Financial Modeling
    Balance Sheet
    Financial Audit
    Bookkeeping
    Income Statement
    Intuit QuickBooks
  • US$80 hourly
    Hi there, My 11 years of experience is in the following areas: - Audit ( small to mid size private companies, Not forProfit, and 401k) in franchise, mortgage broker, not for profit and government) - Review - compilation - AUP; such as verification of cash balance, security value, A/P and A/R verification, payroll Audit, and Internal Control testing As an experienced and licensed CPA, you will get your Audit report within the time agreed upon. Your work will be processed by a certified and licensed CPA in the state of Texas and according to the underlying framework. You will get an audit quality work performed in a big 4 audit style done by an ex big 4. I can lead your Audit, Review, compilation, and AUP from start to finish and get you the CPA Auditor report based on the results of audit procedures performed. I can also assist you in getting your financial statements reviewed or compiled so you can have a CPA stamp on them. I'm a Certified Public Accountant (CPA) in the state of Texas, Certified Managerial Accountant (CMA), and I'm also an EA (Enrolled Agent by the IRS) . I have a Masters degree in Accounting from University of Dallas and 9 years of experience in auditing industry. If getting your financial statements audited, reviewed, compiled or you need AUP performed is what you are looking for, send me a message with your company info and project details. If it's a good fit, I'll setup time to talk. Thanks for stopping by and looking forward to working with you! Moh.
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    Financial Statement
    Review
    Financial Audit
  • US$30 hourly
    I'm a Certified Public Accountant and Bookkeeper with more than 18 years of professional experience in Finance. My experiences range from handling inventory, fixed assets, general ledger, accounts payable, accounts receivable, bank reconciliation, budgets/forecasts as well as P&L and Balance Sheet. My passion is to help my clients solve financial issues and deliver the best quality of work they require. I look forward to a long-term relationship with my clients. Hope to hear from you soon!
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    Oracle Reports
    Financial Analysis
    SAP ERP
    Xero
    Intuit QuickBooks
    Financial Accounting
    Bookkeeping
    Financial Audit
    Balance Sheet
    Transaction Data Entry
    Accounts Payable
    Cash Flow Statement
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    Zoho Books
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  • 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$10 hourly
    I am a financial accountant with a Bachelor's degree in accounting and nearly 15 years in the accounting field having high experience in accounting Systems. Egyptian Tax Registered Number 716-560-712 Egyptian Commercial Registered Number 22834
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    QuickBooks Online
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    Finance & Accounting
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    Arabic
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  • US$35 hourly
    With over 10 years of experience, I have worked as a Team Leader overseeing a team of in-house accountants with a range of skill levels, from basic data entry personnel to certified accountants developing high-level solutions for international companies. I have a robust history of working successfully with a multitude of companies in various stages of growth, from start-ups and small businesses to large companies. I am now starting my own company as a sole freelancer exclusively on Upwork, with my employers' endorsement. As your point of contact, my accessibility is 24/7, so timezone differences are not an issue. I have connections with inexpensive accounting experts, accounting software developers, website developers, 3D rendering, and animation video experts to scale your business as it grows. My mission is to build long-term relationships with clients in all phases of their business. I possess distinguished international certifications in Certified Management Account (CIMA UK), Advance Diploma in Management Accountant (CIMA UK), Diploma in Management Accountant (CIMA UK), and Certified Business Accountant (CIMA UK). I have expert command in the following applications - QBO – Certified - Xero - Certified - Odoo - Wave - Zoho Book - QB Pro/Enterprise - Avalara - Fathom - Amazon - Dynamics / Business Central 365 - Stripe - Odoo implementation - Odoo Development - Tax Dome - PayPal - Bliss - UAE VAT I have successfully managed various projects for clients, including poultry producers, packaged food item distributors, Amazon traders, Shopify traders, grocery delivery mobile app startups, dropshipping traders, and real estate property traders. As a freelancer, I am hungry to build my business, so you can expect extremely prompt responses and turnaround to your communication. I am fluent in English (both written and spoken) and have an enormous amount of problem-solving experience to bring to your project, giving you the most cost-effective and quick results to keep your business moving forward. I am also savvy and creative and can think outside the box to come up with custom solutions that are an ideal fit for your company. If you're looking for an experienced and certified accounting professional with prompt communication, cost-effective solutions, and creative thinking, then I am the ideal fit for your project. Let's work together to achieve your business goals! Madiha (CGMA) (ACMA)
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How to Hire Top Financial Auditors

FINANCIAL AUDITORS

What is a financial audit? 

A financial audit is the inspection of an individual’s or organization’s financial statements in accordance with accounting standards.

Here’s a quick overview of the skills you should look for in financial audit professionals:

  • Financial auditing
  • Accounting
  • Financial analysis

Why do you want to hire financial auditors?

The trick to finding top financial auditors is to identify your needs. Is your goal to find an impartial third party to audit your cash flow statements and balance sheet? Will you also need localized expertise to ensure your financial statements are in compliance with local laws and regulations? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life.

HOW TO HIRE FINANCIAL AUDITORS

A financial auditor can help you ensure your internal accounting practices are in compliance with government regulations and tax laws.

So how do you hire financial auditors? What follows are some tips for finding top financial auditors on Upwork.

How to shortlist financial audit professionals

As you’re browsing available financial audit consultants, it can be helpful to develop a shortlist of the professionals you may want to interview. You can screen profiles on criteria such as:

  • Certified public accountant (CPA) accreditation. Some audits, such as the SOC (Service Organization Control) 1 and SOC 2 reports, must be performed by a CPA.
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., auditing a 501(c)(3) nonprofit organization).
  • Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular financial auditor.

How to write an effective financial audit job post

With a clear picture of your ideal financial auditor in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project.

An effective financial audit job post should include:

  • Scope of work: From tax audits to compliance reports, list all the deliverables you’ll need.
  • Project length: Your job post should indicate whether this is a smaller or larger project.
  • Background: If you prefer experience with certain industries, accounting software, or regulations, mention this here.
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to audit your financial statements? Log in and post your financial audit job on Upwork today.

FAQS FOR HIRING FINANCIAL AUDITORS

How much does it cost to hire a financial auditor?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced financial auditor may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
  • A contractor who is still in the process of building a client base may price their financial audit more competitively.

Which one is right for you will depend on the specifics of your project.

How long should you contract a financial auditor to complete your project?

As difficult as it is to estimate how long you will need a financial auditor, budgeting time is very important to keeping your project on track.

Be prepared to budget more time for more-demanding financial audit projects. For example, auditing the bookkeeping records of a small business will typically take less time than auditing an enterprise’s financial assets.

What are the steps involved to hire financial auditors?

Here’s how to hire financial audit consultants in four simple steps:

  1. Identify your project needs, whether it’s auditing cash flow statements or financial reporting policies.
  2. Define the scope of work and write a detailed job post. Be specific about deliverables (e.g., acquiring a third-party audit opinion for a business-loan application).
  3. Review proposals and shortlist potential financial auditors for unique skills needed to bring your project to life (e.g., auditing financial statements in preparation for a merger).
  4. Interview financial audit talent to gauge whether they’re the right fit for your project.
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