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A poor valuation doesn’t just cost you thousands—it can cost you millions $$$, along with wasted time and stress. I help searchers, private equity groups, and business owners value private small to midsize businesses for investment, partner buyouts, tax, and litigation purposes. Unlike many finance freelancers on Upwork, I’ve personally invested in, operated, bought & sold, made and lost money on private acquisitions and investments. That real-world risk taught me the stakes of an inaccurate valuation. For the past 15 years, I’ve analyzed thousands of startups and small- and mid-sized businesses and have become certified across multiple SME appraisal and finance bodies. I am certified by the National Association of Certified Valuators and Analysts (NACVA) and the International Society of Business Appraisers (ISBA). I follow a structured process that documents every step, explains conclusions, and ensures credibility. Services Include: 🤝 Partner Buyouts - deliver certified, accurate and defensible valuations when an owner is considering selling to a business partner or related party. 📑 Business Acquisition Investment Review & LBO Analysis – get value of a private business you are considering acquiring or investing in. 🧾 Tax & Estate Valuation – independent certified business valuations for estate and gift tax reporting as required by the IRS. ⚖️ Litigation Valuation – lost profits and economic damage reports based on court-tested techniques that deliver accurate estimates of SME private business value. 🚀 Startup & Venture Capital Valuation – get an accurate and defensible pre-money value for your startup or investment. 📈 Strategic Planning – provides owners, leadership teams, and investors with a clear view of business value to guide growth strategies. 🚚 Equipment Valuation – Certified desktop appraisals for machinery, vehicles, and other equipment assets. 🧮 Quality of Earnings - assess the quality of reported EBITDA adjustments and discretionary earnings of the business 💵 Proof of Cash – our best defender against fraud and manipulation of financial statements 🔄 Working Capital – create accurate estimates for operating working capital needs and target PEG for negotiations. 💼 Acquisition CFO – support from post-acquisition accounting integration and cash flow forecasting. Why Work With Me: ✔️ Authoritative knowledge: thousands of businesses analyzed ✔️ Certified across multiple Institutes (CVA®, BCA®, CMEA®, FMVA®, and more) ✔️ Proven structured process that documents every step for credibility ✔️ Deliver fast turnaround (24–48 hours) when deadlines are tight ✔️ Top Rated on Upwork with 100% job satisfaction rating What Upwork Clients Say: 💬 “Josh is exceptional at what he does and provided the exact skills I needed for a potential business acquisition. Accountants might be able to review financials, but Josh knows exactly what to look for. 💬 "Josh is hands down one of the best consultants I’ve worked with on up work. He is perhaps the most professional person I’ve worked with, as well as the most talented business valuation expert I’ve ever worked with." 💬"Working with Josh has been one of the best decisions we've made. We're happy to recommend him to anyone looking to understand the value of their company." About Me: I’m Josh and 15 years ago when I got out of the military I wanted to buy a business. When I got the numbers from the business I wanted to buy, despite having a degree in finance, I could not come up with how they put the numbers together. I outsourced the analysis to different financial professionals but got conflicting information on the business’s value. The pressure mounted as I was about to put up a significant amount of my net worth, and I could not sleep. From that moment, I vowed to never be put in this position again and have been on a quest to know how these companies are valued. This past decade I’ve analyzed thousands of these businesses along with gaining multiple business appraisal institute certifications. To go along with my degrees and certifications, I have read over 400 books on private business valuation and transaction analysis. My credentials include: ✸ Certified Valuation Analyst (CVA)® ✸ Business Certified Appraiser (BCA)® ✸ Certified Machinery & Equipment Appraiser (CMEA)® ✸ Financial Modeling and Valuation Analyst (FMVA)® ✸ Professional Bookkeeper (PB)® ✸ QuickBooks Specialist (QS)® ✸ Profit and Growth Expert (PGE)® ✸ Certified Turnaround Analyst (CTA)® ✸ Accredited Small Business Consultant (ASBC)® ✸ M.S. in Applied Economics (MSAE) – Johns Hopkins University ✸ M.S. in Finance (MSF) – George Washington University ✸ B.B.A. in Finance—Radford University ✸ Certificate in Forecasting in Organizations—Johns Hopkins University ✸ Certificate in Real Estate Finance and Investment—New York University I’m new to Upwork and offering introductory pricing to build client relationships here. I offer a free consultation, so send me a message.

𝐌𝐨𝐬𝐭 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐰𝐧𝐞𝐫𝐬 𝐚𝐫𝐞 𝐠𝐫𝐞𝐚𝐭 𝐚𝐭 𝐫𝐮𝐧𝐧𝐢𝐧𝐠 𝐭𝐡𝐞𝐢𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬. 𝐓𝐡𝐞 𝐧𝐮𝐦𝐛𝐞𝐫𝐬? 𝐓𝐡𝐚𝐭 𝐢𝐬 𝐚 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭 𝐬𝐭𝐨𝐫𝐲. That is where I come in. I am a certified accountant, bookkeeper, and financial analyst with years of hands-on experience helping small businesses, startups, and growing companies get full control of their finances. I work across QuickBooks, Xero, and Zoho Books daily, and I know these platforms inside out, not just the basics, but the automation rules, reconciliation logic, reporting customisation, and integration workflows that save you hours every month. 𝐇𝐞𝐫𝐞 𝐢𝐬 𝐰𝐡𝐚𝐭 𝐈 𝐝𝐨 𝐟𝐨𝐫 𝐦𝐲 𝐜𝐥𝐢𝐞𝐧𝐭𝐬: 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭. I keep your books clean, current, and audit-ready. Bank reconciliations, accounts payable and receivable, payroll entries, expense categorisation, and month-end closing, handled accurately and on time, every time. 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬. I go beyond the numbers. I translate your P&L, balance sheet, and cash flow statements into plain language so you can make decisions with confidence, not confusion. I build custom dashboards and reports that give you real visibility into where your money is going and where your growth opportunities are. 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬, 𝐗𝐞𝐫𝐨, 𝐚𝐧𝐝 𝐙𝐨𝐡𝐨 𝐒𝐞𝐭𝐮𝐩 𝐚𝐧𝐝 𝐂𝐥𝐞𝐚𝐧𝐮𝐩, Starting from scratch or inheriting a mess? I set up your accounting system correctly from day one, or clean up years of tangled data so your records are reliable again. Chart of accounts, tax categories, bank feeds, integrations, and automated workflows all configured to match your business. 𝐓𝐚𝐱 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 𝐒𝐮𝐩𝐩𝐨𝐫𝐭. I prepare your books for tax season so your accountant or CPA has clean, reconciled records to work from, reducing errors, saving time, and keeping your tax bill as low as it legally should be. 𝐁𝐮𝐝𝐠𝐞𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐅𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐢𝐧𝐠. I build financial models and cash flow forecasts that help you plan ahead with confidence, whether you are preparing for a funding round, managing seasonal cash flow, or mapping out your next 12 months of growth. ✅𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐈’𝐯𝐞 𝐖𝐨𝐫𝐤𝐞𝐝 𝐖𝐢𝐭𝐡: I have experience working with small businesses and entrepreneurs across a wide range of industries in the U.S., Canada, the UK, Australia, Middle East and other countries worldwide. - E-commerce - Construction & Trades - Real Estate & Property Management - Marketing Agencies - Healthcare Services - Legal & Professional Services - Consultants & Coaches - SaaS & Tech Startups ✅𝐖𝐡𝐲 𝐒𝐡𝐨𝐮𝐥𝐝 𝐲𝐨𝐮 𝐡𝐢𝐫𝐞 𝐦𝐞? - Certified Bookkeeper. - Quickbooks Certified Pro Advisor Advanced and also Xero Advisor. - Over a Decade of Accounting and Bookkeeping Experienced. - Professional services with 100% client satisfaction. - Long term and trustworthy relationship. - 𝐓𝐢𝐦𝐞𝐥𝐲 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠: Generating up-to-date reports for informed decision-making. I believe great financial management should not feel overwhelming or confusing. My job is to take that burden off your plate so you can focus on what you do best. If your books are behind, your reports are unclear, or you simply need a reliable financial partner you can trust, let's talk.

Experience: ✓ Ex-Big4 M&A Advisor ✓ Hong Kong Qualified Auditor ✓ 10 years of financial modelling experience for private equity funds (e.g. KKR & Bain Capital) and big public companies (HK, Japan stock exchanges) ✓ Created / Reviewed 100+ financial models and valuation reports (DCF | Monte-Carlo Simulation | Purchase Price Allocation models | Option models | Monte-Carlo models | Equity Allocation models (P-shares)) ✓ Created 10+ buy-side financial due diligence reports ✓ Built 5+ carve-out pro-forma financial statements for the purpose of sale of business units ✓ Experienced in data analytics (See my certifications of Power BI & Alteryx) ✓ Fluent in Chinese, Japanese and English I offer consulting services and support to my clients to assist them to make business decisions. My services include: ✔️ Bookkeeping & Accounting related Consultation ✔️ Tax-filling and Audit Service (Hong Kong) ✔️ Company Secretary, Registration & Deregistration (Hong Kong) ✔️ 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 ✔️ 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 (Due Diligence, Equity Research, Credit Research, Industry Research) ✔️ 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 (Asset Valuation, Equity Valuation, Purchase Price Allocation, Option Valuation, Equity Allocation Model, Monte Carlo Simulation, etc.) ✔️ Pitchdeck Preparation (CIM, Teasers) ✔️ 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐚𝐧𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧 (Market Analysis, Competitor Analysis, Cash Flow Liquidity Plan) ✔️ 𝐏𝐫𝐨 𝐅𝐨𝐫𝐦𝐚 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 𝐚𝐧𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 (Statement of Financial Position/Balance Sheet, Statement of Profit and Loss, Statement of Cash Flow, Statement of Changes in Equity) ✔️ 𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 (Financial Structuring, Credit Reports, Credit enhancement, Due Diligence and Closing Assistance) ✔️ Data Analysis and Visualization using Power BI If you need some of my services, I am here to assist you. I am a good listener and always keen to give a hand. I think the quality of service is mandatory and I will make sure you are always happy with my work. Please contact me to discuss your project, and I will be very glad to work with you.

Are you looking for an experienced Bookkeeper with over 10 years proven expertise in QuickBooks Online, QuickBooks Cleanup, Xero and Full-Charge Bookkeeping? I’ve successfully completed a number of projects, supporting clients worldwide. As a professional bookkeeper, I specialize in delivering accurate, efficient, and reliable bookkeeping solutions tailored to the needs of small businesses and entrepreneurs. 𝐌𝐲 𝐅𝐮𝐥𝐥-𝐂𝐡𝐚𝐫𝐠𝐞 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐈𝐧𝐜𝐥𝐮𝐝𝐞: 𝐃𝐚𝐲-𝐭𝐨-𝐃𝐚𝐲 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 ✅ Provide accurate day-to-day Bookkeeping as an experienced Bookkeeper ✅ Record all financial transactions promptly and precisely in QuickBooks ✅ Categorize income and expenses to ensure clean financial reporting ✅ Maintain organized and accurate general ledgers using QuickBooks Online ✅ Perform ongoing QuickBooks Cleanup to correct and streamline your books 𝐁𝐚𝐧𝐤 & 𝐂𝐫𝐞𝐝𝐢𝐭 𝐂𝐚𝐫𝐝 𝐑𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐢𝐚𝐭𝐢𝐨𝐧 ✅ As a detail-oriented Bookkeeper, I perform accurate monthly bank and credit card reconciliations ✅ Skilled Bookkeeper with expertise in spotting and resolving discrepancies efficiently ✅ I use QuickBooks Online to ensure all transactions match your statements ✅ As your trusted Bookkeeper, I help maintain clean and reliable financial records ✅ I also perform QuickBooks Cleanup to fix past reconciliation errors and ensure accuracy 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 𝐑𝐞𝐜𝐞𝐢𝐯𝐚𝐛𝐥𝐞 (𝐀𝐑) & 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 𝐏𝐚𝐲𝐚𝐛𝐥𝐞 (𝐀𝐏) 𝐌𝐚𝐢𝐧𝐭𝐚𝐢𝐧 ✅ As an experienced Bookkeeper, I manage customer invoicing and vendor bills accurately and efficiently ✅ I use QuickBooks Online to track payments, schedule payables, and keep cash flow organized ✅ As your dedicated Bookkeeper, I ensure timely follow-ups on overdue invoices and vendor communications ✅ I perform QuickBooks Cleanup regularly to fix discrepancies in AR and AP for clean, accurate records ✅ My expertise as a bookkeeper ensures your receivables and payables remain up-to-date and audit-ready 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐒𝐞𝐭𝐮𝐩 & 𝐂𝐥𝐞𝐚𝐧𝐮𝐩 ✅ As a skilled Bookkeeper, I provide seamless QuickBooks Online setup tailored to your business needs ✅ I customize your chart of accounts for clear and efficient financial tracking as your trusted Bookkeeper ✅ Expert Bookkeeper specializing in thorough QuickBooks Cleanup to fix historical data issues ✅ I correct miscategorized transactions and undeposited funds using QuickBooks Online tools ✅ Reliable Bookkeeper ensuring balance sheet accuracy through detailed QuickBooks Cleanup services 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 & 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 ✅ As an experienced Bookkeeper, I handle payroll journal entries and reconciliations accurately ✅ I use QuickBooks Online to manage payroll data and ensure tax compliance ✅ As your trusted Bookkeeper, I track and prepare 1099s to meet IRS requirements ✅ I ensure proper sales tax tracking and filings using QuickBooks Online tools ✅ I provide QuickBooks Cleanup to fix payroll and tax reporting errors from prior periods 𝐌𝐨𝐧𝐭𝐡-𝐄𝐧𝐝 𝐚𝐧𝐝 𝐘𝐞𝐚𝐫-𝐄𝐧𝐝 𝐂𝐥𝐨𝐬𝐢𝐧𝐠 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 ✅ As a detail-oriented Bookkeeper, I handle month-end and year-end closings with precise reconciliations using QuickBooks Online ✅ I generate clean profit & loss, balance sheet, cash flow, and budget vs. actual reports to support informed decisions ✅ I track cash flow trends and provide forward-looking financial analysis as your trusted Bookkeeper ✅ With expert QuickBooks Cleanup, I correct prior period errors and reporting issues for accurate, audit-ready books. ✅ I ensure your financials are fully prepared for CPA review and tax filing, maintaining reliability and compliance. 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 & 𝐓𝐨𝐨𝐥𝐬 𝐈 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐳𝐞 𝐈𝐧 ✅ QuickBooks Online ✅ QuickBooks Desktop ✅ Xero, Wave Accounting ✅ Gusto, ADP, and other payroll platforms ✅ Bill.com, Dext, Melio, Hubdoc, and Receipt Bank ✅ Microsoft Excel & Google Sheets for custom reporting ✅ Stripe, A2X, PayPal, Square, Shopify, and e-commerce integrations 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐈’𝐯𝐞 𝐖𝐨𝐫𝐤𝐞𝐝 𝐖𝐢𝐭𝐡 I've worked with small businesses and entrepreneurs worldwide—including the U.S., Canada, UK, Australia, and more—across diverse industries. ✅ E-commerce & Amazon Sellers ✅ Construction & Trades ✅ Real Estate & Property Management ✅ Marketing Agencies ✅ Healthcare Practices ✅ Legal & Professional Services ✅ Consultants & Coaches ✅ SaaS & Tech Startups 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞? ✅ Top-Rated PLUS on Upwork with 100% Job Success Rate ✅ 1,000+ Upwork Hours Logged ✅ Certified QuickBooks ProAdvisor ✅ Responsive, Reliable, and ✅ Long-Term Client Relationships with Consistent Results Let a trusted Bookkeeper handle your finances with precision and care. I’m here to simplify your books through expert QuickBooks Online support and thorough QuickBooks Cleanup.

Are you looking for an experienced Bookkeeper with proven expertise in QuickBooks Online, QuickBooks Cleanup, and Full-Charge Bookkeeping? With over $150k Upwork earning and 140+ successful projects completed on Upwork, I’ve built a solid track record helping clients worldwide maintain clean, accurate, and compliant financials. I specialize in providing accurate, efficient, and tailored bookkeeping solutions for small businesses and entrepreneurs, ensuring your books are always organized, up to date, and ready for decision-making or tax filing. ________________________________________ 🔹 Full-Charge Bookkeeping Services 📘 Day-to-Day Bookkeeping • Record and categorize all financial transactions accurately in QuickBooks Online • Maintain organized general ledgers and ensure accurate reporting • Perform regular cleanup to fix errors and improve financial clarity 💳 Bank & Credit Card Reconciliation • Conduct monthly reconciliations with precision to ensure all transactions match statements • Identify and resolve discrepancies quickly • Correct prior-period reconciliation errors through expert QuickBooks cleanup 🧾 Accounts Receivable & Payable • Manage invoicing, billing, and vendor payments efficiently in QuickBooks Online • Track customer payments and vendor balances for clear cash flow visibility • Perform regular AR/AP cleanup to maintain audit-ready records ⚙️ QuickBooks Setup & Cleanup • Set up new QuickBooks Online files customized for your business structure • Optimize your chart of accounts for accurate reporting • Clean up historical data, fix miscategorized transactions, and reconcile accounts 💼 Payroll & Compliance • Process payroll entries and ensure accuracy in reconciliations • Manage payroll tax liabilities, 1099 preparation, and compliance reporting • Track and file sales taxes accurately using QuickBooks tools 📊 Month-End & Year-End Closing • Perform thorough reconciliations for month-end and year-end closing • Generate Profit & Loss, Balance Sheet, and Cash Flow reports • Prepare books for CPA review and ensure compliance-ready financial statements ________________________________________ 🔹 Platforms & Tools • QuickBooks Online / QuickBooks Desktop • Xero, Wave Accounting • Gusto, ADP, Bill.com, Dext, Melio, Hubdoc • Microsoft Excel, Google Sheets • Stripe, PayPal, Square, Shopify, A2X (E-commerce integrations) ________________________________________ 🔹 Industries Served • E-commerce & Amazon Sellers • Real Estate & Property Management • Construction & Trades • Marketing & Creative Agencies • Healthcare & Professional Services • Legal Firms, Consultants & Coaches • SaaS & Tech Startups ________________________________________ 🌟 Why Choose Me • Top-Rated Plus Bookkeeper on Upwork with 100% Job Success • Chartered Accountant | 140+ Projects Completed • Certified QuickBooks ProAdvisor • Reliable, responsive, and deadline-driven • Long-term relationships built on trust and consistent results ________________________________________ Let an experienced and detail-oriented QuickBooks Bookkeeper simplify your financial management. Whether you need ongoing bookkeeping, a one-time cleanup, or a full setup, I’ll ensure your books are accurate, compliant, and ready to scale.

Messy QuickBooks and manual Excel reports cost you hours and money. Your P&L is off, your CPA charges extra and reporting breaks every month. I reconcile books to the penny and deliver financials you can rely on. Excel reporting that refreshes in one click and financial models that hold together when you change a number. Chartered Accountant • QuickBooks ProAdvisor • 8 years in QuickBooks bookkeeping, Excel automation and financial models. 👉 You are in the right place if: - Your books are behind and need ongoing, tax ready bookkeeping, not just data entry. - You are running reports manually every month and it is killing your time - You need a dashboard your board or investors can actually read - You want someone who understands the numbers, not just the software 👉 What I Deliver: - QuickBooks Online Bookkeeping, Cleanup & Reconciliations - Excel Automation & Dashboards (Power Query, Pivot Tables, VBA Macros) - Financial Modeling & FP&A (3-statement models -P&L,BS,Cash flow, & financial projections) - KPI Tracking & Management Reports - Google Sheets Automation & Reporting Systems 🛠️ Tools: Excel (Power Query, VBA) • QuickBooks Online • Quickbooks Desktop • Xero • Google Sheets • IFRS/US GAAP 🔧 Additional: AppFolio • Buildium ⏱️ Turnaround: 5 to 7 days | Fixed-price or hourly 👉 Share what you are working on. I will come back within 12 hours with a clear next step or a straight answer if it is not the right fit.