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  • US$50 hourly
    ⭕️ Every CEO or business owner desires a sound reporting system. But setting up one can be a complete nightmare. Over 1k businesses (𝗲-𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗲, 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴, 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 & 𝗰𝗼𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻, 𝗳𝗶𝘁𝗻𝗲𝘀𝘀 & 𝗵𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲, 𝗻𝗼𝗻-𝗽𝗿𝗼𝗳𝗶𝘁, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻, 𝗮𝗻𝗱 𝗼𝘁𝗵𝗲𝗿 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀) enjoy their automated reports thanks to my help. And so can you. 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✔ REPORTING & VISUALIZATION | Transform your data into automated reporting systems and dashboards with fresh and intuitive UI/UX design. ✔AUTOMATION | Automate your business processes to a new level. Foolproof, fast & reliable. ✔ DATA ANALYTICS | Dig deep, clean your data, and present insights. ✔ FINANCIAL MODELING | Any SaaS startup, real estate investor, or another business can get an accurate and well-designed financial model. 𝗦𝗧𝗔𝗖𝗞 ✔ Visualization & Reporting: 𝗟𝗼𝗼𝗸𝗲𝗿 𝗦𝘁𝘂𝗱𝗶𝗼, 𝗣𝗼𝘄𝗲𝗿 𝗕𝗜, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗦𝗵𝗲𝗲𝘁𝘀, 𝗘𝘅𝗰𝗲𝗹. ✔ Data sources: Google Analytics, Google/Facebook/Bing Ads, Shopify, Amazon & more. ✔ Data connectors: Supermetrics, Zapier, Blockspring, Power My Analytics & more. ✔ Programming and query: Google Apps Script, VBA, SQL, custom APIs. 𝗪𝗢𝗥𝗞 𝗣𝗥𝗢𝗖𝗘𝗦𝗦 1. FREE INFORMATIONAL CALL - A 30-minute call where I will listen to your project goals and provide immediate suggestions. 2. PROPOSAL - Following our call, you will receive: - A range of suggested solutions. - A proposal outlining the scope of the project, timeline, and budget estimate. 3. GET THE WORK DONE - Once you give the contract the green light, I will start working on our project and give you timely progress updates. 4. REVIEW & APPROVE - Going on, we successfully complete the project and enjoy the result :) 5. CLOSEOUT & SUPPORT - You are welcome to contact me with any questions after the project is finished. I will make sure everything works 100% as expected. Moreover, I will suggest ideas leading to increased benefits for your business. 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 ✅ 11+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 in the industry. ✅ 1.5𝗸+ 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 in USA, Europe, UK, and Australia. Including Kaiser+Kraft, Viaplay Group, TDK, UNICEF. ✅ 85% 𝗼𝗳 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗯𝗲𝗰𝗼𝗺𝗲 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀. They are confident in the quality. 𝗗𝗔𝗧𝗔 𝗣𝗥𝗜𝗩𝗔𝗖𝗬 Your confidentiality is my priority. I will ensure the security of your data and give recommendations on how to safeguard the project information. 𝗪𝗛𝗔𝗧’𝗦 𝗡𝗘𝗫𝗧 Click the green “Message” button to set up a FREE INFORMATIONAL CALL. ____________________________________________________________________________________________ KEYWORDS: Excel, Google Sheets, GDS, Google Data Studio, Looker Studio, Power BI, Financial Projections, Finance Sheets, Digital Marketing, E-commerce Reporting, Google Forms, Reporting Templates, SAAS, Financial Statements, CSV, Automation, Google Apps Scripts, VBA, Dashboards.
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    Automation
    API
    Google Apps Script
    Supermetrics
    Sales Analytics
    Microsoft Power BI
    Google Sheets
    Financial Modeling
    Microsoft PowerPoint
    Visual Basic for Applications
    Financial Analysis
    Microsoft Excel
    Data Visualization
    Data Modeling
  • US$50 hourly
    I specialize in bookkeeping and financial analysis for small, online based businesses, usually ecommerce businesses. I regularly work with Quickbooks and Xero (certified in both), and Gusto. I learn new software very quickly and easy, and frankly I love learning new software. Over the last 15 years, I have completed my Bachelor's Degree in Accounting and have worked basic office jobs during those years. I have done bookkeeping that includes taking bank statements, reciepts and old checks and balanced bank accounts. I have also prepared monthly, quarterly and yearly financial statements for companies. I also have 6+ years as a government tax auditor. I have a very diverse background using the Microsoft Office suite, particularly Word and Excel. I really enjoy doing accounting work and preparing statements for people to learn about the company from.
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    Xero
    Bookkeeping
    Accounting Principles & Practices
    Financial Analysis
    Accounting Software
    Payroll Accounting
    Intuit QuickBooks
  • US$75 hourly
    I have more than 20 years working in accounting and finance. I have worked for many multinationals in Switzerland and will be able to help you for many projects such as: - Bookkeeping in Quickbooks, Xero and others ERP - Financial Accounting - Treasury - Cash Flow - Financial Reporting - Cost analysis - Budget/Forecast - VAT for Switzerland and Europe I am speaking English, French, Spanish and can work on a German system. I'm working from Colombia but I'm available to adapt to any situations if required. Please contact me if you need help from a professional. Romain
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    Management Accounting
    Financial Presentation
    Xero
    Cost Accounting
    Financial Accounting
    Tax Return
    Bookkeeping
    Budget Management
    Income Statement
    Cash Flow Analysis
    International Accounting Standards
    Technical Accounting
    Bank Reconciliation
    Balance Sheet
  • US$35 hourly
    I am a Certified Accountant with a few years of practice and industry experience. I provide a range of accountancy services and some legal services. SERVICES I PROVIDE: 1. Tax advisory services 2. VAT, OSS, IOSS, income tax returns 4. Annual reports 5. Statistics 6. Contract drafting 7. Changes in Commercial register 8. VAT, EORI, OSS number registration
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    Estonian
    Corporate Law
    Value-Added Tax
    Contract Drafting
    Bookkeeping
    Tax Law
    Annual Report
    Account Reconciliation
    Income Statement
    Intuit QuickBooks
    Tax Return
    Tax Preparation
  • US$50 hourly
    Everyone has a certain tolerance for risk. From free solo mountain climbers to work-from-home accountants, we all land somewhere on the spectrum. With a bachelor’s degree in finance, a QuickBooks ProAdvisor certification, and an admission to practice before the IRS as an Enrolled Agent, you might assume you know where I land… But I love risk! It’s the reason entrepreneurs disrupt established markets, it’s a critical feature of any high-return investment, and, above all, it makes the world a more interesting place. You simply can’t have innovation without risk. But – not all risk is equal. As wonderful as it is to start your own business or to cash in big on a winning stock, that excitement will fade quickly if you don’t have your ducks in a row. Financial disorganization and poor tax planning are the kinds of risks that offer zero reward. This is where I come in. My firm, Dubbels Bookkeeping & Tax, works tirelessly to ensure my clients waste no time slogging through books or struggling through tax returns. This leaves them with plenty of opportunity to take those calculated risks, while maintaining the peace of mind that the important things are accounted for. To those interested in working together, I’m offering: Reliable & Timely Financial Management: - Monthly financial account reconciliation - Accounts Receivable/Payable: invoice issuance, bill pay, collections, reporting - Payroll, including quarterly tax filings & contractor payments - Financial statement preparation & presentation: P/L, Balance Sheet, Cash Flow - Estimated/sales tax calculation & payment - Financial Forecasting: Proactive analysis and prediction of financial trends Swift & Precise Tax Preparation: - Individuals: Form 1040, Schedules A, B, D, E - Business owners: Schedule C (1040), Forms 1065, 1120S, 990 - Planning strategies to maximize deductions & avoid unnecessary taxable events - Tax Analysis: Evaluation of tax implications and strategic planning for optimal outcomes
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    Account Reconciliation
    Accounting
    Finance & Accounting
    Financial Analysis
    Data Management
    QuickBooks Online
    Financial Statement
    Bookkeeping
    Bank Reconciliation
    Payroll Accounting
    Communication Skills
    Tax Preparation
    Intuit QuickBooks
  • US$80 hourly
    I build and run successful finance departments (or finance function) with fully organized processes in it. My goal is to be at the highest level of help for owners and shareholders providing accurate and trustworthy information. I have a solid knowledge and experience in financial reporting and audit (including consolidation group companies results), pay a lot of attention to controls and processes implementation to prevent any possible fraud/error. I'm experienced in OPEX and CAPEX calculation, WACC, capital budgeting (PI, NPV, IRR, Payback Period), financial analysis (liquidity, activity, profitability, ROE etc). I have eight years of managerial experience. My key concept is not a strict hierarchy but rather clear tasks and monitoring of its performance. I can tell that motivation is an important part of it. Time management and set of priorities are also my good knowhow. I'm open-minded, positive, responsible, creative, result-oriented, love to study and discover new things, honest. I like my profession and constantly improving my skills & knowledge. I'm hard worker and don't take partial results.
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    Budget Management
    Chart of Accounts
    Management Accounting
    Microsoft Dynamics 365
    International Taxation
    Intuit QuickBooks
    US Taxation
    Sales Tax
    Business Analysis
  • US$120 hourly
    Anup has the rare crossover of skills in accountancy, finance, excel, databases and programming. He is a first principles problem solver who believes the basic building blocks of all business are the same, and one can focus on these basic parts to solve any problem rather than looking for precedents or 'industry experts'. He has 15,000+ hours of excel experience. In the last 10 years of his consulting practice, he has worked with 240+ clients on 300+ businesses with problems like business forecasting, financial planning, budgeting, resource planning, project management, data management all using the versatile Microsoft Excel. These clients love him, they talk highly of his work. He has been recognized as one of the top financial modellers in the world by Modeloff. Fund managers and investment bankers in Europe and the Americas trust him with their modelling needs. His love for automation on Excel and understanding of finance produce some of the most unique spreadsheet solutions. Some of these help 50+ employee businesses run their operations and keep things on track.
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    Visual Basic for Applications
    Cash Flow Modeling
    Real Estate Financial Modeling
    Corporate Finance
    SQL
    Real Estate Appraisal
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • US$10 hourly
    In working at different industry, it builds my skills to work efficient and effectively. As I work in a Fast-Food Industry it gives me a strength to communicate well with people, work efficient with quality and to work with the team. Then, after I graduated in college. I transfer to work in a bank as a clerk that also gives me an additional experience and skills. As a rural bank with a manual process/system I tent to make myself be organize and efficient in any way to provide good quality of service to the people and to the company. To enhance my knowledge and understanding in financial industry. I apply and have accepted as a financial analyst. This is a new experience for a BPO industry yet in finance. This mold my skills to communicate through emails, chats and calls to other people throughout the world. It gives me a chance to handle a team and manage delivery of reports. It's been 7 years now in finance industry and it mold me so much to what I am now. Below List is my Character at Work: 1. Keen to details. 2. Flexible 3. Easy to Couch on 4. Can communicate well 5. Can work with Minimal Supervision 6. Hard Working Person 7. Loves to work with people 8. Competent 9. Innovative 10. Loves to Learn new things Below are my skills/Service I can offer 1. Organize 2. By lingual 3. Proficient in MS office (Excel, Word and Pdf) 4. Can edit Images and Videos (Canva, Vegas pro and Photoshop) 5. Virtual Assistant 6. Can type efficiently 7. Manage FB Page 8. Create Ads 9. Create Campaigns 10. Manage Emails 11. Can Design T-shirts, Logo, Mug etc. 12. Data Entry 13. SEO (Google) If you want to work with me. Contact me anytime.
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    Online Chat Support
    Image Editing
    Graphic Design
    Adobe Photoshop
    Finance & Accounting
    Microsoft PowerPoint
    Bookkeeping
    Bank Reconciliation
    Payroll Accounting
    Video Ripping
    Email Support
    Data Entry
    Microsoft Excel
    Microsoft Word
  • US$80 hourly
    I am experienced in all areas of finance with great analytical skills. I am a certified tax consultant in Germany.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Financial Analysis
    Tax Law
    Accounting Basics
    Tax Planning & Advisory
    Bookkeeping
    Financial Accounting
    Tax Return
    Bank Reconciliation
    Account Reconciliation
    Accounts Receivable
  • US$15 hourly
    I am disciplined, result oriented, hardworking person and learns quickly. Able to take instructions easily and carry them competently. Communicates well in English. I am a learner and I am not afraid to seek for new experiences in the fields where I can continuously excel and grow. What I do- Real Estate Administrative duties are my expertise (Title search, handling CRM, emails and listings). I also manage social media. Proficient on web research and knowledgeable on Social Media Marketing. Real Estate List Building (Mobile Home Parks, Industrial Properties, Residential Properties, Quit Claims, Tax Delinquent, Pre-foreclosure), Business owner search and Skip Tracing. It is my objective as a freelancer to fully utilize my skills to deliver efficient service, and to assist clients reach their project goals. My goal is to meet all the responsibilities assigned to me by my superior with minimum time and without going out of the company's values and standard procedure. I always ensure you optimal results! So, if you feel that we can excel together, I look forward to speaking with you! ✔️ Foreclosure ✔️Pre Foreclosure ✔️ RealNet ✔️LTSA ✔️ BC Assessment ✔️ LoopNet ✔️ CREXi ✔️ RealNex ✔️ Brevitas ✔️ Commercial Exchange ✔️ Property Search- Running Comparables ( COMPS) - Zillow, Realtor, Redfin & others ✔️ Vacant Land search ✔️ Excellent Ground Lease search ✔️ Cold calling ( Google voice) ✔️ Data collection, Data entry ( Google doc, Excel Expert ) ✔️ LinkedIn Sales Navigator ✔️VPN access . ✔️ SalesQL ✔️ Skrapp ✔️ Snov.io ✔️Whitepages premium
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    Real Estate Investment Assistance
    Prospect List
    Online Market Research
    Financial Accounting
    Light Project Management
    Online Multiplayer
    Lead Generation
    List Building
    Real Estate
    Google Docs
  • 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.
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    Budget Planning
    Budget
    Forecasting
    Construction
    Cash Flow Analysis
    SaaS
    Nonprofit Organization
    Corporate Finance
    Financial Management
    CPA
    Financial Analysis
    GAAP
    Internal Control
  • US$14 hourly
    I am Ameer ul Azeem. ACCA (UK), Qualified professional Accountant. I have more than 8 years of diversified Bookkeeping, Accounting, Financial Reporting hands-on experience. I am also very good with Budgeting ( Business & Personal), Microsoft Excel, and Google spreadsheets. I am a Certified Intuit QuickBooks Pro Advisor and Accountant. I have extensive experience and skills in real estate and rental properties bookkeeping and system setup using GAAP accounting practices. I have excellent experience in "Amazon," "Shopify," and "Airbnb" bookkeeping. Hands-on extensive experience in QuickBooks/Xero/Wave/Zoho Books accounting software. Very punctual and always active to meet the work deadlines. My Expertise is: Bookkeeping. Accounting Proficient in QuickBooks/Xero/Wave/Zoho Buildium Expensify Budgeting/Forecasting Advance Excel worksheets templates Management Accounts . A/R, A/P, Invoicing Bank Reconciliations. Credit Card Reconciliation Expense and income charging Financial Reporting Budget Bill.com Hubdoc I am a swift learner and very adaptable to any Job requirement. Take my work very seriously and professionally. Available to work in Business hours in Europe, Australia, the United States, and Canada. I am fluent in English communication. I will provide the proper categorization of your expenses which allows you the full benefit of tax deductions. I will make sure that your books are up to date and reconciled to make your tax filing a breeze. Best Regards, Ameer Ul Azeem ( ACCA)
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    Google Docs
    Financial Modeling
    Management Accounting
    Microsoft Office
    QuickBooks Online
    Buildium
    Forecasting
    Bank Reconciliation
    Account Reconciliation
    Bookkeeping
    Microsoft Excel
    Intuit QuickBooks
  • US$20 hourly
    Certified Accountant & Pro Advisor Bookkeeper in QuickBooks, Xero, and QBO with 15+ Years of Experience. I am a certified Xero Advisor and Intuit QuickBooks & QBO ProAdvisor whom you can trust for your bookkeeping and accounting which includes A/P, A/R, bank reconciliations, Inventory management/accounting and customized reporting if needed. With the popularity of AI, data analytics and business intelligence; the world of accounting is also changing. I use modern accounting and finance techniques to make sure you are able to trust your bookkeeping data as bookkeeping is also data organized in a way which is effective and impactful to manage your finances along with US GAAP and related IRS compliances. I can also help you with managing your finances through customized reporting and data analytics using excel and build finance and performance management related dashboards using Power Bi and data cleaning tools like Power Query. Specialties: - QuickBooks & QuickBooks Online (QBO) - Xero - Accounting & Bookkeeping - Accounts Receivable & Payable - Financial Analysis & Tax Planning Certifications: - QuickBooks ProAdvisor & QBO Expert - Xero Certified Advisor - Certified Accounting Technician (CAT) - ACCA Certified Chartered Accountant Compliance & Reporting: Your trust is important. I strictly adhere to all laws and regulations and can produce weekly, monthly, or yearly financial reports, reconciled to perfection. Services: - Comprehensive Bookkeeping: Using Xero, QBO, and QuickBooks. - Reconciliation: Bank Accounts, PayPal, and Credit Cards. - Management: Bills, Invoices, Accounts Receivables & Payables. - Additional Services: Customer Billing, Payroll Processing, Inventory Management. Financial Reporting: - Profit & Loss - Balance Sheet - Business Valuation - Performance Metrics - Customized Reports Analytical Skills: Specialized in data-centric reconciliation and internal auditing. Proficient in US GAAP and IFRS standards. Why Choose Me? - 15+ Years of Experience - Certified Expertise - Reliable & Efficient - Customized Solutions Let's partner to optimize your business finances. Contact me today!
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    Inventory Management
    QuickBooks Online
    Financial Projection
    Account Reconciliation
    Xero
    Accounts Payable Management
    Accounting
    Accounts Receivable Management
    Cost Accounting
    Microsoft Excel
    Balance Sheet
    Bank Reconciliation
    Bookkeeping
    Intuit QuickBooks
  • US$35 hourly
    You have a business to run. Leave the books to me. As a Certified Quickbooks ProAdvisor and owner of Precision Bookkeepers, I am now taking additional clients on the Upwork platform for individual and recurring services. My business primarily works with clients in the US, so don't let my location fool you. I also have clients in Canada and the UK. I am proficient in QB Online and have experience using it with DEXT, Hubdoc, Bill.com, Synder, PayPal, BnB Tally, and Stripe. Qualifications: QBO ProAdvisor, QBO Advanced ProAdvisor, Intuit Bookkeeping Professional Certificate Currently, I am serving my clients with the following areas of expertise: Company set up in Quickbooks online. Professional Chart of Accounts. Set up of Customers, Vendors, and Products & Services list. Recording and Categorization of transactions in QuickBooks Online. Maintaining Accounts Receivable and Payables. Creating Invoices and Bills in Quickbooks Online. Bank and Credit Card reconciliation. Adjusting entries Payroll management Monthly, quarterly, and yearly financial reports Financial Analysis Monthly Bookkeeping in QuickBooks Online Other bookkeeping services as required by the client in QuickBooks Online. Please contact me if you have any questions about a project. Kind Regards, Yanka
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    Chart of Accounts
    General Ledger
    Light Bookkeeping
    Account Reconciliation
    Accounting
    QuickBooks Online
    Payroll Reconciliation
    Accounting Basics
    Bank Reconciliation
    Accounts Payable
    Bookkeeping
    Accounts Receivable
    Intuit QuickBooks
  • US$54 hourly
    Are you a startup looking to raise funds for your unique business idea? Or a business looking for a simple solution to a complex problem in Excel? Or perhaps, need help turning bland data into visually stunning and insightful dashboards? I am here to make it all happen! 👍 I am a no-nonsense Top-rated 🏆 professional, my skill mix is all about getting stuff done and I am here to transform your ideas into reality! ❇️𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱 "I am a 'Top-Rated' Financial Modeling Expert with nearly 20 years of experience in Management Consulting, Investment Banking, Real Estate Underwriting, and Equity Research and Valuation roles. Of my total experience, in the last 10 years, I have exclusively worked as a startup consultant, working closely with business leaders, founders, and entrepreneurs, helping them raise funds for their dream projects to the tune of $400M+. In addition to that, I am highly passionate about Excel Automation and Visualization. I love solving complex problems in Excel and do my best to come up with simple solutions." ❇️𝗠𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 & 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 🔹Financial Modeling & Startup Consulting 🔹Real Estate Underwriting (MultiFamily) 🔹Excel Automation (Macros / VBA Programming) 🔹Excel Dashboard & Data Analysis ❇️𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 & 𝗦𝘁𝗮𝗿𝘁𝘂𝗽 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 My forte lies in crafting exceptional financial models that go beyond the conventional financial models. What sets my work apart is its extraordinary flexibility, the models can be adapted to changing business environment and serve a range of analytical requirements. My models are robust, scalable, professionally formatted and well documented that drive results and facilitate successful fund raise. I am highly proficient in modeling complex business scenarios in Excel and have built numerous large-scale models like 6 lane highway development, Metro Rail project, multi country & multi-currency roll out for a large AI tech to name a few. Financial Modeling: - 3 Statement (Income statement / Balance sheet / Cashflow Statement) Model. - Real Estate MultiFamily detailed underwriting models. - Highly structured detailed set of assumption for greater control on projects. - Scenario and sensitivity analysis. - Ratio & Key Metric Analysis - Equity Valuation, DCF, FCFF, FCFE, Comparable Comps ❇️ 𝗘𝘅𝗰𝗲𝗹 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 Let me help you & your team reclaim several hours of manual work each day! Unlock the hidden potential of Excel with my expertise in VBA programming. From automating manual tasks to building robust databases and efficient workflow systems, I am your go-to Excel wizard. I can help you take your Excel game to the next level! - Automate data analysis, reporting & and distribution. - Powerful optimization using VBA. - Powerful Excel Ribbon Customization. - Multi-level VBA form development. - Form based data storage and retrieval systems. - Role based access to Excel sheets with multi-level user access controls. - Workflow systems right within excel! - And much more, you just have to ask, and I will play my magic! - ❇️ 𝗘𝘅𝗰𝗲𝗹 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱 & 𝗗𝗮𝘁𝗮 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 If you desire a visually stunning and interactive excel based dashboard, that not only displays the data but also allows user interaction, I’ve got you covered! I create captivating data visualizations that will leave a lasting impression! 🌟📈 My data visualization talents extend beyond Excel and I can work wonder in Looker Studio, Google Data Studio, Tableau and PowerBi as well! 📊🔥 - Financial Dashboard - Excel Dashboard - Interactive Excel Dashboard - Dynamic Dashboard - Performance Monitoring Dashboards - Executive / Management Dashboards - Data Analysis - Data visualization - Dashboard KPI - Looker / Data Studio Dashboards - Tableau / PowerBi Dashboard ❇️ 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 My experience spans a wide range of industries, allowing me to bring a fresh perspective to each project. I have successfully served clients in: - SaaS Financial Models - FinTech Financial Models - Commercial Real Estate Underwriting Models. - E-Commerce Financial Models - Infrastructure Development (PPP) - Ed-Tech, LaaS, PaaS - Lending / Loans / FinTech Models - Professional Services – Small Businesses. - Manufacturing Sector and others. - 3 statement (Income Statement, Balance Sheet, Cashflow) financial models. ❇️ 𝗠𝘆 𝗼𝘁𝗵𝗲𝗿 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 Real Estate Multi-Family Fractional CFO Financial Analyst Financial Modeling Budgeting & Forecasting Financial Analysis and Planning Data Analysis Excel Formulas Xlookup / Vlookup / Index / match/ Offset / Valuation Excel Financial Models Financial Reporting Variance Analysis Cash Flow Analysis Income Statement Projection / Forecast Cashflow Forecast / Projection Modeling Startup Consulting If you are looking for a reliable and expert freelancer in any of the above mentioned skills, please get in touch! Let's Exlify your next project!
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Visual Basic for Applications
    Excel Macros
    Company Valuation
    Financial Projection
    Financial Analysis
    Pro Forma Statement
    Forecasting
    Balance Sheet
    Real Estate Appraisal
    Startup Consulting
    Fundraising
    Financial Modeling
    Dashboard
    Microsoft Excel
  • US$70 hourly
    20+ years experience as a Financial Analyst, including the last 7 years as a full time freelancer and contractor assisting clients with all their financial analysis needs. I specialize in financial modelling, including : • Building 3-statement financial models for capital raising and cash flow forecasting • Preparing annual budgets and forecasts • Monthly reporting and variance analysis • Constructing pricing models • DCF analysis and business valuations • Automation of financial reporting process Industries i have worked with include banking, insurance, health, software, retailing, e-commerce, beverage, manufacturing, SaaS, and land development.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Management Accounting
    Financial Modeling
    Business Valuation
    Cash Flow Modeling
    Data Analysis
    Business Modeling
    Financial Analysis
    Business Analysis
    Budget Management
    Microsoft Excel
  • US$90 hourly
    Are you an e-commerce business owner that is overwhelmed with keeping up with what it takes to run a business and maintain your bookkeeping? I am a QBO Proadvisor that specializes in E-commerce bookkeeping for businesses that sell on Shopify, Amazon, Etsy, Ebay, Wix & Woocommerce. I have worked for many years as a bookkeeper, in very different industries in the profit and non-profit sector but i have found that e-commerce bookkeeping is my passion. Every sales platform and every different payment processor has its own unique way of acquiring the knowledge that is needed for proper reporting. E-commerce bookkeeping requires a large foundation of technical language and processes to properly report sales. My clients have shared the frustration of dealing with other bookkeepers and accountants that don't really understand the e-commerce world. Their books are a mess and they are overwhelmed. Working through the clean up and nuances that come with each sales platform and payment processor is exciting to me. Not to mention, addressing Paypal, it is a tough challenge that I truly enjoy. I am detail oriented, professional, thorough, and organized. In addition, I can provide training in the applications necessary for you to understand your business. I am a certified Quickbooks ProAdvisor, certified in HubDoc and experienced in Google Docs as well as Microsoft Office.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Shopify
    Shopify Apps
    Sales Tax
    Accounts Payable Management
    Accounts Receivable Management
    Bookkeeping
    Intuit QuickBooks
    Accounting Software
    Bank Reconciliation
    Microsoft Excel
  • US$30 hourly
    I am an experienced accountant that has worked with numerous small and medium businesses from around the world, but primarily from the USA. I have received high praise from clients for my work and for being of tremendous help as their accountant and financial analyst. I'm sure I can guarantee you the same satisfaction! To quote one of my bookkeeping and accounting clients here on Upwork: "Really enjoyed working with Marc. He's great at communication and what he does. Marc showed creativity working on our projects together." For accounting, I specialize in bookkeeping with QuickBooks Online (setup, cleanup and updating). I've had clients of various industries in the USA, Europe and Australia, although most of them are from the USA. For financial analysis, I specialize in doing financial models, budgeting, business planning, business valuation and stock investment analysis. If you want to utilize my expertise, you can invite me to your job post and I'll send a proposal if I'm interested. I graduated with a Bachelor's Degree in Accountancy with exceptionally high grades from one of the top business universities in the Philippines, Holy Name University. I passed my CPA board examination on the first take with flying colors. I have 7 years of experience in being a Certified Public Accountant, specifically in doing bookkeeping, accounting and financial analysis. I was also a professor at one of the top accounting colleges in the Philippines for 3 years. I mostly taught accounting courses for future accountants/CPAs and I also taught some finance courses. I'm sure you are tired of uninitiated bookkeepers and financial analysts, and even more tired of having to pay someone to fix the mess they made. With me you are assured of quality and efficiency. Plus, I am affordable, or at least more affordable than how much you would pay a CPA/Analyst in your area that have my skills and experience. Hire me and you won't be disappointed. Skills and experience regarding accounting: - Bookkeeping - QuickBooks Online Setup - QuickBooks Online Cleanup - QuickBooks Online Recording and Updating - Reconciliation Skills and experience regarding financial analysis: - Financial Modeling - Budgeting - Financial Ratio Analysis - Business Valuation, Mergers and Acquisition - Stock Investment Analysis If you want my bookkeeping expertise: I can setup your QuickBooks properly. Also, I can cleanup the mess your previous bookkeeper made. I have done QuickBooks Online cleanup for multiple clients before. Even when you think your books are perfect, there is usually something in there that you might have missed, which is important for the accuracy of your books and for tax filings. Once your books are clean, I can perform the monthly/weekly bookkeeping with extreme accuracy. If you want my financial model (and business valuation) expertise: I can do a financial model, complete with the necessary statements and reports. I can also perform DCF (or another method) afterwards. I can even add a sensitivity analysis and scenarios to the model to determine what will happen if there are changes in the assumption. Will your company survive a recession? What would you need to do so? A sensitivity analysis can help find out. I can even tell you the minimum price you should buy/sell the business. I can also audit the financial model your analyst has already made. All I would need are the latest 3-5 years of balance sheet, P&L and cash flows. If you don't have that, you can talk to me about your new business and I can go from there. I can give you the financial model in 1 - 4 days depending on what you need. If you want my stock investment expertise: I have done this for so many investors. However, we can only work if your mindset is in long-term investing and not in trading stocks. My analysis only works if you're here to stay for the really big bucks in a safe way that is only possible for long-term investors. I can give you an analysis as to whether the company is a great investment and at what price you should pay for the stock. I only need the company name and I'll tell you the results in a few hours. I'm extremely passionate about being an accountant, bookkeeper and financial analyst. I have been a bookkeeper for both local and international clients and bookkeeping has been my full-time job since I graduated from the university and got my CPA License. As a financial analyst, I have valued the business performance and stocks of both public and private companies, to which my bookkeeper and accountant experience and skills have also helped. My experience with accounting tools is mostly with QuickBooks Online but I have been dabbling in Xero and Manger over the years as a bookkeeper and accountant. If the above sounds like someone you would be interested in hiring, I’d love to hear from you!
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Financial Analysis
    Financial Modeling
    Business Valuation
    CPA
    Business Modeling
    Business Analysis
    Investment Research
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Month-End Close Assistance
    Financial Report
  • 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.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Cryptocurrency
    Blockchain
    Python
    Financial Analysis
    Chinese to English Translation
    Xero
    Bookkeeping
    Intuit QuickBooks
    Financial Audit
    Tax Return
    Microsoft Excel
  • US$60 hourly
    I specialize in QuickBooks- both Desktop and Online. I am not a CPA and I do not offer QB training or tax filing. Menu of services: *Start up-If you are starting a new business and have no idea what a Chart of Accounts is or how to set up Customers and Vendors then I will get you up and running *Clean up-Sometimes just don’t know where to book those receipts so you guess or put them all to Miscellaneous and let your CPA figure it out at Year-End. Maybe you are new to this or discover that your bookkeeper didn’t know as much as they said they did. Now your books are a mess and you can’t get a handle on how your business is doing. *Catch up-This is a great service for the business owner who wants to keep their own books but has fallen behind. I can step in, get everything caught up so you are back up and running. *Monthly Review-If you are the business owner who wants to enter bills, cut checks and create invoices but not deal with the monthly bank reconciliations and needs someone to reconcile accounts and review the months transactions for accuracy. *Full Service Bookkeeping-I handle all transactions for you. *Custom Plan- We come up with a custom plan that fits your needs
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Inventory Plugin
    General Ledger
    Month-End Close Assistance
    Financial Analysis
    Job Costing
    Bookkeeping
    Transaction Data Entry
    Accounts Payable
    Microsoft Excel
    Intuit QuickBooks
    Accounts Receivable
    Bank Reconciliation
  • US$48 hourly
    Industries I specialize in - Service Industries, Law Firms, Hospitality, Health Practices, E-Commerce, Marketing, Manufacturing & Retail Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 20 years. Software Systems Experience QuickBooks Online, Wave, Bill.com, Expensify, Slack, HubDoc, Google Drive, Dropbox, ADP Workforce, ADP TotalSource, ADP Run, Paychex Flex, Gusto Payroll, Trinet, Paylocity, QuickBooks Payroll, Saga, TrialWorks, LawPay, Clio, Lockbox Application Full-service bookkeeping & Payroll Services for all clients will include the following - 1.Reviewing your books line by line to categorize any past transactions and reconcile your accounts 2.Ensure the accuracy of your books by maintaining your accounts throughout each month 3.Provide a seamless bookkeeping experience through communication between me and the client 4.Monitor the health of your business by running and reviewing monthly reports 5.Prepare you for tax time with a customized year-end review to hand off to your tax accountant 6.Provide ongoing support via on-demand chat and scheduled video conference. 7. Process payroll and Prepare 1099s if needed 8. I am certified in ADP, Paychex, Gusto payroll, Heartland Payroll, QuickBooks Payroll 9. I have certification in - QuickBooks, Wave
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Xero
    Data Analysis
    Gusto
    Intuit Quicken
    Bill.com Accounts Payable
    Bill.com Accounts Receivable
    Accounts Payable Management
    Accounts Receivable Management
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Microsoft Excel
  • US$25 hourly
    CHARTERED ACCOUNTANT I am a Performance and result-oriented Chartered Accountant (equivalent to CPA - US), with graduation in Commerce (Accounting and Finance) and a post graduation in Commerce (Finance and Taxation). Have strong experience of more than 7 years in bookkeeping, accounting, financial analysis, Budgeting and forecasting, Management consulting. ● Strong Experience in bookkeeping and accounting, Have worked on multiple software Such as Oracle Netsuite, Xero, Quickbooks online and desktop, etc. ● Expert in receivables management and Payable management. ● Expert in Reconciliation. ● Expertise in MIS Implementation & preparation ● Sound experience in pricing and in-depth analysis of cost. ● An expert in Microsoft Excel and financial modeling. I am sure I can help in growing your business need for compliance with my 7+ years of experience in this field. ● I am also the owner of a mid-sized consulting company that specializes in providing tailored financial services to our customers. I am available for long term/ short term assignments in bookkeeping, financial analysis, Budgeting and forecasting, Management consulting, payroll processing.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Accounts Payable Management
    Chartered Financial Analyst
    International Financial Reporting Standards
    Intuit QuickBooks
    Bookkeeping
    Real Estate
    Financial Analysis
    Balance Sheet
    Accounts Receivable
    Bank Reconciliation
    Microsoft Excel
  • US$167 hourly
    I am a bilingual Certified Public Accountant (CPA) with 10 years of experience in the field, I have dedicated my career to public accounting. I used to work for top tier public accounting firms with a diverse range of clients, primarily consisting of public and private asset management companies, small to mid-sized hedge funds (with assets under $100 million), as well as public and private banks. Presently, my focus has shifted towards offering comprehensive accounting services to small business owners and startups across various industries, including technology, healthcare training, non-profit organizations, media, and more. My extensive expertise encompasses financial statement reporting, in-depth accounting research based on U.S. Generally Accepted Accounting Principles (GAAP), regular basis accounting & bookkeeping, individual taxes etc. I am proficient in QuickBooks and Wave. I am currently assisting with businesses with managing their books and offering ad-hoc advisory and consulting services. My professional goal is to establish long-term partnerships where I can contribute to the growth of my clients' businesses. I aim to serve as their all-in-one solution for vital business services, offering outsourced accounting, bookkeeping, and more. **List of Services** -Auditing Contractor -Review of Financial Statements -Compilation of Financial Statements -Outsourced Accounting and Bookkeeping Services(monthly basis or one time project) -Audit of Accounts -Individual Tax -Business Analytics - Tableau, SQL -Financial Planning LINS Accounting & Advisory, LLC
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    GAAP
    Technical Accounting
    Financial Report
    Chart of Accounts
    Financial Accounting
    Account Reconciliation
    Financial Audit
    Bank Reconciliation
    Accounting Basics
    Intuit QuickBooks
    Bookkeeping
    Microsoft Excel
  • US$125 hourly
    Highly talented and results-driven accounting leader with thorough understanding of financial statement preparation and analysis, tax compliance and consulting, budgeting and forecasting, cash flow management, and generally accepted accounting principles (GAAP). Hands-on CPA with extensive experience directing and supporting multifaceted financial operations and facilitating month- and year-end closing tasks for a high-growth company.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Accounts Payable Management
    CPA
    Bookkeeping
    Microsoft PowerPoint
    Certified Tax Preparer
    Intuit QuickBooks
    Financial Accounting
    Microsoft Excel
    Tax Preparation
  • US$65 hourly
    Bonjour, Après plus de 15 ans au service d'entreprises, j'ai créé mon entreprise et je vous propose de réaliser toutes vos traduction Anglais - Français ainsi que de vous faciliter la lourdeur des tâches administratives et comptables. Très souvent, la comptabilité représente un casse-tête, tandis que pour moi, c'est un plaisir, tant de le faire que de vous aider à devenir autonome si vous le souhaiter. Ce sera pour moi un plaisir de mettre mon expérience et expertise à votre disposition. Mon parcours professionnel s’est construit aussi bien en France qu’à l’étranger. J’ai vécu et travaillé plusieurs années au Royaume-Uni et en Thaïlande. De ce fait, je possède une ouverture d’esprit et une expérience élargie. Dans ma vie professionnelle, j'ai principalement travaillé en anglais et ai dû traduire des documents financiers ou plus généraux du Français à l'anglais (et vice-versa). Au cours des 15 dernières années, j'ai réussi en tant que contrôleur financier travaillant dans différents environnements (e-commerce, fabrication, commerce de gros, B2B). Mon expérience a grandi au cours des années et je suis disposée à mettre toute mon expertise non seulement pour une grande entreprise, mais aussi pour une entreprise plus petite qui a besoin d'expertise professionnelle. Vous souhaitez : • Aide à la création de votre société • Mise en place ou amélioration de votre comptabilité • Tableaux de bords, Reporting (selon différentes normes :IFRS, USGAAP) • Gestion de votre trésorerie • Implémentation de process (contrôle interne, SOX …) • Préparation et revue des états financiers • Budget et prévision, analyse des variances et pertinence des stratégies • Préparation des rapports AGE, AGO… • Préparation de vos statuts • Plan de financement • Traduction Français – Anglais en tout genre • Aide administrative Maitrise des systèmes suivants : SAP, SUN, SAGE, BPC, Cognos, Oracle, Excel, Powerpoint, Word Pour toute question ou complément d’information, n’hésitez surtout pas à me contacter.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Legal Translation
    Financial Planning
    Value-Added Tax
    Cost Control
    Bookkeeping
    English to French Translation
    Managerial Finance
    International Accounting Standards
    Account Reconciliation
    Tax Preparation
    Financial Accounting
    Balance Sheet
  • US$165 hourly
    I build clear, easy-to-use financial models and data analytics to support your business decisions, pitches, and investments. My experience includes 10 years of using Excel / VBA, and I have modeled $2 billion of private equity transactions as an analyst at Goldman Sachs. I specialized in analyzing deals in the commercial real estate (office, hospitality, and multifamily) and consumer finance sectors. In addition to my modeling experience, I have also built VBA macros and dashboards to organize and speed up reporting processes for $700 million of portfolio positions. I specialize in modeling the following: • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Startup reporting and pitch book metrics (MRR, CAC, churn, customer LTV) • 3-statement (P&L, balance sheet, and cash flow) models • Equity waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt) • Distressed debt and real estate, non-performing loans • Sales and custom KPI forecasts • Sensitivity and multiple scenario analyses
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Startup Consulting
    Financial Modeling
    Cash Flow Modeling
    Private Equity
    Financial Projection
    Real Estate Financial Modeling
    Accounting Principles & Practices
    Financial Analysis
    Business Analysis
    Business Modeling
    Real Estate Investment Assistance
    Microsoft Excel
    Google Sheets
  • US$77 hourly
    A highly regarded & experienced consultant, fractional CFO, accountant, and bookkeeper for entrepreneurial and start-up businesses seeking rock-solid financial processes and reporting. Expert with a deep knowledge of business integration and AI automation resulting from experience in corporate accounting, bookkeeping, financial and operations analysis, auditing, payroll, human resources, and customer service. Effective in creating a positive and productive work environment focused on teamwork and mutual respect. Extremely proficient in developing procedures that reduce excessive spending, fine-tuning cash flow to free up the availability of funds, and capturing tax deductions.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Business Development
    Third-Party Integration
    Business Consulting
    Financial Management
    Budget Planning
    Financial Consulting
    Investment Strategy
    Financial Policies & Procedures
    Google
    Cash Flow Analysis
    Bookkeeping
    Intuit QuickBooks
    Accounts Receivable
    Accounts Payable
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How to Hire Top Financial Reporting Specialists

FINANCIAL REPORT SPECIALISTS

What is a financial report? 

A financial report is a document intended to present information on an organization’s finances. Common financial reports include Income statements, balance sheets, cash flow statements, and capital statements.

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

  • Financial reports
  • Accounting
  • Accounting tools (e.g., QuickBooks, Zoho Books)

Why do you want to hire financial report specialists?

The trick to finding top financial report specialists is to identify your needs. Is your goal to generate an income statement documenting salaries of your employees? Or do you need help creating a statement of capital for your business’s investments? 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 REPORT SPECIALISTS

Financial report specialists can help you accurately report financial information about your organization.

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

How to shortlist financial report professionals

As you’re browsing available financial report 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:

  • Industry fit. You want a financial report specialist who understands the nuances of financial reporting in your industry.
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., financial audit reports).
  • 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 report specialist.

How to write an effective financial report job post

With a clear picture of your ideal financial report specialist 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 report job post should include:

  • Scope of work: From quarterly earnings reports to compliance audits, 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 or accounting tools, mention this here.
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to launch your financial report project? Log in and post your financial report job on Upwork today.

FAQS FOR HIRING FINANCIAL REPORT SPECIALISTS

How much does it cost to hire a financial report specialist?

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

  • An experienced financial report specialist 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 report services more competitively.

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

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

As difficult as it is to estimate how long it takes to prepare a financial report, budgeting time is very important to keeping your project on track.

Be prepared to budget more time for more-demanding financial report projects. For example, preparing financial reports for a small business will typically take less time than handling the financial reporting needs of a large nonprofit organization.

What are the steps involved to hire financial report specialists?

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

  1. Identify your project needs, whether it’s general accounting reports or compliance audits.
  2. Define the scope of work and write a detailed job post. Be specific about deliverables (e.g., prepare a statement of changes report for your equity accounts).
  3. Review proposals and shortlist potential financial report specialists for unique skills needed to bring your project to life (e.g., tax preparation).
  4. Interview financial report talent to gauge whether they’re the right fit for your project.
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