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Check out Fund Accounting specialists with the skills you need for your next job.
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  4. (Current) Fund Accounting Specialists
  • US$80 hourly

    • 5.0/5
    • (10 jobs)
    Real Estate Financial Modeling, Analysis and Fundraising • Over 17 years of experience in financial modeling and analysis • Completed over $1bn in transactions during my career in the US and Europe • Deep expertise in Multifamily, Student Housing, Condo Development, Co-Living/Working/Warehousing • Experience in real estate development, acquisitions and structured finance • Expert in Mezzanine, Preferred Equity, Waterfall structures • Worked at CBRE, KPMG and private equity firms • Masters in Real Estate Finance and Investments from New York University • Strong knowledge of accounting and finance • Native English speaker • Author of "Professional Real Estate Investing Course" on Udemy Reviews: "Great working with Juan Carlos. He has a lot of experience in Real Estate finance, Investment Funds structuring, financial modelling and in Real Estate in general. Very good communication skills, perfect English, all work delivered on time. I will consider him for future projects." "We were extremely happy with Juan's work. Quick, flexible and understood what we needed straight away so well, that we only needed a couple of iterations of the model. We highly recommend her for anyone looking for a great financial model."
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    Private Equity
    Financial Management
    Real Estate Investment Assistance
    Data Science
    Real Estate Financial Modeling
  • US$100 hourly

    • 4.8/5
    • (55 jobs)
    EXCEL: Forecasting and Projections ● Fund/Investment Return Calculations ● Fund Accounting ● DCF/Financial Models ● Data Compilation and Analysis ● Pivot Tables ● Macros ● Sales and Prospect Pipelines ● Project Trackers ANALYSIS: Financial Statement Review ● Valuations ● Investment Opportunity Review ● Financial Planning ● Due Diligence ● Performance Reporting POWERPOINT: Pitch presentations ● Marketing decks ● One pagers / Factsheets ● Product / Service overviews RESEARCH: Market Research ● Competitor Research ● Investment Research ● Comp Analysis WRITING: Business Plans ● Investor Memos ● Case Studies
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    Venture Capital Consulting
    Private Equity
    Company Valuation
    Due Diligence
    Financial Reporting
    Investment Research
    Financial Planning
    Market Segmentation Research
    Microsoft Excel
  • US$50 hourly

    • 4.5/5
    • (397 jobs)
    Client oriented and focused on helping your business grow. Either you are a startup, pre seed company, established as well known on the market, you can always be better. I can put your business idea in excel I can analyze your business and asses areas of improvement I can do business valuation I can help you capture investor's interest by showing business potential I can guide while making decisions that will impact future profits How I do that: -I specialize in building bottom-up, dynamic models in Excel -Custom build formulas to match desired output, -Create dynamic model, fully controlled by few simple inputs with interactive dashboards -I solve complex problems by thinking outside the box, and make excel formulas to work for me -Emphasize visualization: graphs, charts, pivot tables and dashboards. Worked and helped more than 150 companies. I can build model for any type of business model as I listen to you. I focus on understanding every aspect of your company, every goal you want to achieve and build steps require to get there. Lets build successful businesses together!
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    Financial Modeling
    Financial Planning
    Budget Management
    Business Plan
    Financial Projection
  • US$50 hourly

    • 5.0/5
    • (2 jobs)
    Over 15 years experience accounting and reporting of investment companies primarily focus on investment company audit and other SEC filings. Expert in all regulatory requirements of investment companies, including US GAAP, Regulation S-X, liaising with clients and audit firms on all audit areas from planning to execution and implementation of new requirements. Strong understanding of all other aspects of the day-to-day accounting of investment companies, including complex asset types and structures, valuation, budgeting, and IRS and SEC compliance. Besides my expertise in back-office accounting and administration of investment companies, I have earned the FP&A certificate showing proficiency in financial reporting, modeling, budgeting. Have extensive use of excel, SQL databases, and other accounting and reporting platforms. I can either build custom templates for your needs or utilize templates that I have created My goal is to provide value to those that can utilize my expertise. Also, I am interested in increasing my knowledge, challenging myself, and providing value.
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    Strategic Plan
    Financial Analysis
    Financial Planning
    Financial Reporting
    Forecasting
    Financial Modeling
    Financial Report
    Microsoft Excel
  • US$10 hourly

    • 5.0/5
    • (45 jobs)
    Hi, I am a freelance accountant for small and medium businesses. Highly motivated and provide quality work with extensive experience in using Quickbook, Sage Cloud Accounting, Sage Accounts Production (Desktop), and Thesaurus & Brightpay Payroll. I can perform the following key responsibilities for you. Irish & UK Payroll Processing & Submission. Day to Day-to-day bookkeeping Bank reconciliation Data Entry VAT Calculations & Filling Income Tax-Form-11 AND Corporation Tax Filling I am available for short-term projects and long-term roles as well. My services are very ideal and satisfactory. I am available 7 days a week. if you think that I might be helpful to your business, I will be glad to help. Thank you!
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    LinkedIn
    Tax Preparation
    Corporate Tax
    Sage
    Tax Law
    Value-Added Tax
    Sage 50cloud
    Tax Law Compliance
    Payroll Accounting
    Bank Reconciliation
    Tax Return
    Bookkeeping
  • US$95 hourly

    • 5.0/5
    • (23 jobs)
    Wondering how to grow your business? 💭 You need an amazing accountant! One who does more for you than just file your annual taxes. I am former Big Four advisory firm accountant with over 12 years extensive experience in financial statements preparation, individual and corporate taxes in Canada. I can provide advisory support and help with work including bookkeeping, tax preparation, financial statement preparation, business planning, Quick books, Xero, HubDoc, cost optimization, business process improvement and payroll processing. Licensed to work on CPA review and notice to reader engagements. We also service Crypto companies who issue tokens through ICO's/IDO, SAFTs and Private equity/VC firms and Family offices for their deal tracking and accounting requirements. I can also help you with government benefits and subsidies. Have helped the clients receive over a $3M in grants and subsidies from 2020 onwards. If you are looking for following in addition to above, I am your guy 1. Complex tax planning for personal and corporate taxes 2. Crypto Investments tax planning 3. General accounting and tax advise 4. Tax consultation including complex restructuring and reorganizations 5. Section 85 Rollovers 6. Non-resident taxation 7. Sale and purchase of businesses 8. Business streamlining and improvements 9. CRA representations and case dealings 10. GST/HST/PST filings I also have a CFA designation. I also run a successful tech startup in the tax domain that caters to tax professionals in Canada. So, if you are looking to build your next tech startup, I can help you get started and guide you through the whole process. I believe the biggest hurdle when it comes to building a startup is figuring out things. Ping me if you need any such help. I can also provide monthly support that includes: ✅Paperless Bookkeeping ✅ Accountability for Missing Receipts ✅ CRA Payments Made (on time!) ✅ Advice on BC Employment Standards ✅ Monthly Financial Statements ✅ Corporate & Personal Tax Returns ✅ Unlimited Support ✅ All at a flat monthly rate:exclamation:️ Unlimited support means that when questions come up like: ❓“Is my pricing set at the right amount to make a decent profit?” ❓“Am I ready to hire my first employee?” ❓“Should I buy or lease a vehicle under my business?” ❓“When should I incorporate?” I am just a call or Zoom meeting away!
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Content Writing
    Website Prototyping
    Financial Statement
    SaaS
    Financial Analysis
    Corporate Tax
    Bookkeeping
    Tax Return
    Tax Law
    Payroll Accounting
    Certified Tax Preparer
    Intuit QuickBooks
  • US$95 hourly

    • 5.0/5
    • (183 jobs)
    Accomplished Harvard-educated MBA executive with broad experience and recognized success in real estate acquisitions, finance, and development. Key role in over $6 billion in new multifamily construction projects and sales, with over 58,000 units during a 20-year period. Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications, including construction loans, tax-exempt bonds, and private placement syndications. Have developed numerous loan and equity feasibility packages for lenders and investors.
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    Construction
    Microsoft Word
    Financial Presentation
    Real Estate
    Valuation
    Microsoft Excel
    Financial Analysis
  • US$22 hourly

    • 5.0/5
    • (16 jobs)
    I am a highly skilled and disciplined Chartered Accountant (CA) (equivalent of a CPA), boasting five years of comprehensive experience across various industries. I am reaching out to express my interest in providing my expertise as a Bookkeeper and Accountant for your business. 🌟Professional Background 🌟 In my previous roles as Virtual CFO, Assistant Controller, Accounting Manager, Assistant Auditor, and Client Service Director, I have refined my skills in examining and analyzing accounting records, financial statements, and processes. My experience extends to diverse sectors such as real estate, e-commerce, retail, construction, charitable organization, etc., 🌟Technical Proficiency 🌟 I am proficient in utilizing accounting software such as NetSuite, QuickBooks, Xero, and Odoo, with a proven track record spanning five years and payroll softwares like Gusto, Quickbooks Online. My expertise covers a wide area of services, including – ACCOUNTING & BOOKKEEPING 🎯Bookkeeping - Maintain your books on an ongoing basis 🎯Inter-company reconciliations with multi-subsidiary & multi-currency 🎯Month-end-closing activities 🎯Reconciling books along with factor reconciliation 🎯E-commerce reconciliations - Amazon, Shopify, PayPal, Stripe 🎯Year-end-closing tasks and finalizing the financial statements with auditor 🎯Account Receivable/Account Payable management 🎯Payroll Management 🎯Inventory Management 🎯Fixed Asset Management 🎯Supporting client in preparing US Sales Tax working 🎯Preparing & Filing form 1099 REPORTING 🎯Financial Reporting 🎯Cash Flow Statements 🎯Budgeting and Forecasting 🎯Preparing Budget vs Actual Comparisons 🎯Preparation of Customized report as per Management requirement. 🎯Preparation of Financial Statements INTEGRATION & DATA MIGRATION My proficiency extends to software setup and integration with tools such as A2X, Avalara (for sales tax), Tipalti, Bill.com, and Dext. I also have hands-on experience in data migration, seamlessly transferring data from one accounting software to another. 🌟 Why you should choose me over other freelancers 🌟 ✅ Strong Communication: A focus on clear and effective communication, facilitating seamless interactions within the team and with clients. ✅ Timely Responsiveness: Commitment to prompt responses, ensuring efficient progress of tasks and projects. ✅ Organizational Excellence: Impeccable organizational skills contributing to the smooth and successful completion of assignments. ✅ Finance Leadership: Proven experience in leading finance teams, ensuring effective collaboration and task completion. ✅ Pressure Resilience: Ability to thrive under pressure, maintaining composure and delivering results consistently. ✅ Client-Centric Focus: Dedication to client satisfaction, fostering positive relationships and delivering reliable service. I am eager to explore the potential for collaboration and discuss how these attributes align with your team's requirements. I anticipate the opportunity to delve deeper into a potential partnership.
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    Asset Management
    QuickBooks Online
    Software Integration
    Data Migration
    Data Analysis
    Xero
    Financial Statement
    Budget Planning
    Financial Reporting
    Financial Analysis
    Microsoft Excel
    Intuit QuickBooks
    Cash Flow Analysis
    Accounting
    Bookkeeping
  • US$150 hourly

    • 5.0/5
    • (138 jobs)
    I am your Startup Swiss-Army knife! Help with funding, growth, planning, general strategy, product development, manufacturing, selling, leadership etc all in one easy-to-access and Founder-focused person! I’m an experienced startup consultant who has worked with hundreds of startups and thousands of Founders over the last 14+ years to build ventures that can raise money, grow revenue and scale towards exit. I've also walked the pathway Founders are on - having built my own startup studio (tech + investment) from 0 to hundreds of employees and millions of dollars in revenue. Across countless sectors and industries, I've helped entrepreneurs create thousands of jobs, generate hundreds of millions in early-stage capital, acquire and scale new customers, turn that initial growth into 9-figures in annual revenue and secure dozens and dozens of acquisition offers. I do this all the while helping them curate the right tactics that lead to business success, and the right strategies that makes sure that what they build is a reflection of their own personal goals. My Founder/Owner-centric approach means you're gaining a true ally on this wild adventure - I structure each engagement so it efficiently helps meet the objective but also helps educate and empower you to take the next steps on your venture's pathway towards success! What I can help you do: - Introduce you into the world of startup financing (and VC/Angel fundraising) - Review, prepare and optimize investor materials (business plan, pitch deck etc.) - Help set and scope terms for your financing round - Identify and execute on available fundraising pathways for your venture - Generate analysis-driven lists of high-value investors (VC/Angel/Grants) AND develop strategies to connect w/each - Create useable and dynamic financial models for funding and managing your business - Work on value proposition, pitch and other sales/biz dev tactics - Identify new markets or pathways into markets for sales & marketing success - Coaching and guidance on how to build a business that reflects the leadership team's values and aligns with the owner's personal goals - Review contracts, agreements and products for feedback and useability analysis - Identify the role technology does or can play and build a strategy that reflects that - Strategic planning focused on future exit objectives and growth plans - Coaching and personal development for early to mid-stage business owners/Founders If you’re looking for an experienced ally and advisor who can guide you through all the difficult steps along the venture path then click the “Hire Now” button or drop me a line and let’s see what we can build together!
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Investment Preparation
    Growth Strategy
    Business Plan Writing
    Business Planning & Strategy
    Business Valuation
    Financial Modeling
    Fundraising Presentation
    Venture Capital Consulting
    Startup Consulting
    Pitch Deck
    Startup Company
    Entrepreneurship
    Fundraising
    Business Analysis
    Business Plan
  • US$125 hourly

    • 5.0/5
    • (116 jobs)
    🏆 UPWORK TOP RATED PLUS🏆 If you want to raise capital or supercharge your business growth, I can help. I have worked with 130+ companies, raised $60M+ and achieved multiple successful acquisitions for my clients. 🌟 The founders I work with are pitching at the highest level. I help them crush it: ● "I got the deal in the room!" [Plug and Play] ● “The deck is terrific, definitely sparks more interest" [Tiger Global] ● “We just received the term sheet. All terms accepted." [Successful M&A exit] My specialities include: ✔️ Investor-ready Financial Models ✔️ Wall Street-level Business Plans & Pitch Decks ✔️ Startup and Business Valuations ✔️ Cashflow Modelling ✔️ Custom KPI forecasts and dashboards ✔️ Investment Memorandums (IM) and Teasers My background: 🏆 B.A. Economics & Management, Oxford University 🏆 8+ years in elite Banking & Consulting roles (UBS, Funds worth $2B+) 🏆 110+ Financial Models, 60+ Pitch Decks, 30+ fundraises (total $60M+) completed 🏆 Excel expert, 10+ years professional experience 🏆 Native English Speaker Feel free to reach out with any questions, no matter how early your project is. I always enjoy talking with founders and would be delighted to brainstorm ideas with you.
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Financial Analysis
    Business Strategy
    Startup Consulting
    Microsoft PowerPoint
    Financial Reporting
    Fundraising
    Valuation
    Business Modeling
    Financial Model
    Pitch Deck
    Financial Plan
    Business Plan
    Business Consulting
    Financial Projection
    Microsoft Excel
  • US$200 hourly

    • 4.9/5
    • (310 jobs)
    I am a Certified Fund Raising Executive (CFRE) and hold a Master's Degree in Public Administration with a focus on Fundraising for small Community-Based Organizations. I have successfully completed over 500 grant applications including government, foundation, and corporate requests with a total fundraising number over $200 million secured. ** Please note, I prioritize retainer clients starting at 5K per month. This doesn’t mean that I won’t take on other projects, just please be aware of the prioritization. ** I am based in the New York City tri-state area and have over 15 years of grant writing experience. I have worked not only in public administration but also in direct services. My professional experience includes education, youth services, community advocacy and outreach, the arts, women’s rights legislation, food pantries, homeless services, substance abuse services, family development and a variety of case management programming initiatives. I have successfully secured grant awards ranging from $500 (for basic supplies) to $1.2 million for programmatic start-ups. The largest single gift I have raised is 10M. My services include: strategic fundraising implementation, full grant proposals, letters of intent, applications, proposal templates, grant reports, evaluations and budget analyses. I am seeking to partner with individuals and non-profits with strong plans to revitalize their communities and build a sustainable future.
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    Research Papers
    Proposal Writing
    Fundraising
    Research Proposals
    Nonprofit Organization
    Marketing Strategy
    Growth Strategy
    Investment Strategy
    Budget Management
    Letter of Intent
    Grant Writing
  • US$100 hourly

    • 5.0/5
    • (18 jobs)
    10+ years of professional finance experience in portfolio management, financial planning, investment analysis and financial modeling. Charted Financial Analyst (CFA) charterholder Financial Modeling and Valuation Analyst (FMVA) I can help with the following: • Financial copywriting • Financial planning • Investment analysis • Financial models • Dashboards and data visualization • Microsoft Excel and Microsoft PowerPoint
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    Financial Analysis
    Financial Modeling
    Financial Planning
    Business Valuation
    Investment Strategy
    Investment Research
    Financial Writing
    Blog Content
    Copywriting
    Microsoft Excel
  • US$80 hourly

    • 4.8/5
    • (70 jobs)
    20 years of experience in international investment management, global macro, risk arb, special sits & fixed income research and analysis with a focus on emerging markets. As a portfolio manager at Everest Capital, formerly a $3 billion global macro fund, he was responsible for analyzing and investing in opportunities across multiple asset classes. Mr. Torres previously worked as a high yield/distressed bond analyst at the Royal Bank of Canada where he was part of an Institutional Investor ranked team covering Metals and Mining. He began his career as an analyst in the Bank of New York’s Corporate Finance and M&A Division. Mr. Torres teaches as an Adjunct Professor of Investments and Security Markets at the University of Miami. In addition, he is an expert Bloomberg user with his own Bloomberg Professional Terminal. Mr. Torres holds a B.A. in Latin American Studies from New York University where he was an NYU Scholar and an M.B.A. from Columbia Business School where he graduated with honors (Beta Gamma Sigma). He holds a black belt in Isshin-Ryu karate and is fluent in English and Spanish and conversant in Portuguese.
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    Spanish
    Equity Research & Analysis
    Derivatives Trading
    Investment Research
    Wealth Management
    Finance & Accounting
    Portfolio Management
    Investment Portfolio Review
    Bloomberg Terminal
  • US$20 hourly

    • 5.0/5
    • (4 jobs)
    Hi, I am seasoned fund & business accounting , finance & tax prep professional. Being qualified as Chartered Accountant from ICAI (equivalent to US CPA) with 10+ industry collective experience in fund accounting , bookkeeping, financial projections and financial modelling, crypto and private equity accounting, I am more into this domain than ever before. I run a company ( Bizzport Consultants Pvt Ltd ) based in India with some of the excellent experienced people in their respective domain ( all trying to grow the business for one goal ). If you have any project that matches my profile ( accounting, finance, forecast, US tax prep), feel free to connect. Trust me on my knowledge and expertise. Rest assured, we will be more into your project than yourself. Best Regards, Deepesh ( and team)
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Bookkeeping
    Cash Flow Statement
    Financial Reporting
    Financial Statement
    Microsoft Excel
    Financial Audit
    Accounting
    Financial Report
  • US$175 hourly

    • 4.8/5
    • (47 jobs)
    Welcome, My name is Mark, an Expert in Financial & Operational Data Driven Decision-Making. I provide High Quality Deliverables and Stellar Service to discerning clients. - I use data to help you create profitable growth! - I will help you do more in less time by automating processes. - I upgrade old finance systems to robust, scalable solutions. - Translate financial concepts into user-friendly tools. - Create automated tools and dashboards to enhance financial analysis and reporting capabilities. Data is Everywhere - Let's Use It !!! SERVICES: - Workflow Automation (Make.com/Integromat incl ChatGPT) - Data Modeling, Integration & Transformation (ETL, ELT, APIs) - Process Automation (Make.com/ChatGPT/Zapier) - Machine-Learning: Data Science & Predictive Analytics (Python) - Financial Data Analytics (Excel, Google Sheets) - CRM Metrics Analysis - Business Intelligence (Power BI, Tableau, Looker, Python, R Studio) - Early-Stage Pitch Financials - Financial Planning & Analysis - Finance Systems (Databases, ERP APIs, BI, Fabric, Azure, Google Cloud) 100% JOB SUCCESS and TOP RATED+ TECH CAPABILITIES: Business-Intelligence: PowerBI, Tableau. Analytics: Expert Excel, Google Sheets, Python, R. Process-Automation: Power Automate, UI Path, Zapier, Make, SheetGo, MS Power Apps, MS Power Query. DataBase: MS SQL-Server 2019, Google DataStudio. Data-Science/Analytics: Python, R, WEKA. Diagramming: LucidChart, Collaboration: Asana, MS Team, Google. SKILLS: Data-Analytics, Data-Science, Statistical Analysis, Forecasting/Profit-Enhancement/Growth-Consulting/Investor-Decks, Valuation Experience, Financial-Data Migration, SaaS Models, Visualization, KPI Dashboards...and much more. MY BACKGROUND: * 15+ years of Success in Business-Valuation & Finance Consulting to private and public companies. * Automation Expert: Make, Zapier, UI Path, Power Automate (ChatGPT integrations) * Expert Financial Planning & Analysis Consulting to Businesses of all sizes. * Success in Data-Science, Data-Analytics & Process-Automation (RPA) * Success in dozens of Industries. * All Things Data. Analytics & Data-Science: Post-Graduate Data-Science Cert UC San Diego * High-Touch (C-Suite) Relationships. * Wide Range of Technical Expertise. * Reputation for Providing "Quality Deliverables" that work the first time. MY EXPERTISE: Data Migrations & Transitions - MS Excel to Access/PowerBI etc Robotic Process Automation: UI Path, Make, Zapier, MS Power Automate Database setup - MS SQL Server 2019 MS Power Automate (automating MS Office Tasks) MS Power BI & Tableau Dashboards Data Analysis (Python, R, Excel) Data Science (Python, R, KNIME) Financial Planning & Analysis (FP&A) Financial Modeling (Aesthetic, Functional, Usable) Finance Budgeting & Forecasting Pricing Analysis Profit Enhancement Technical Finance Writing Business Planning Growth Consulting KPI Dashboards Investor/Management Presentations Business Valuation Financial Benchmarking Venture-Capital Modeling Commercial Real-Estate Models SaaS Consulting Survey Analysis: Excel, R & Python TECH SKILLS: Advanced Excel MS Power Apps Power Automate MS SQL Server 2019 Google Data Studio R Python SQL Power BI Tableau Google Data Studio Lucid Chart Power Pivot Business Valuation, Financial Analysis & Modeling, Forecasting, KPI Dashboards (Tableau, PowerBI, Excel, etc) Budgeting, Planning, Advanced Excel Financial Modeling (DCF, rNPV, Binomial, Monte Carlo,...), Business Plans, Pitch-Decks, PPMs, Venture Capital Consulting, Private-Equity investments valuations, Start-Up, Early-Stage and Pre-IPO Valuations/Consulting, SaaS Modeling/Consulting. FINANCE CONSULTING EXPERTISE: -Business Valuation -Business Planning -Investor Deck -VC Modeling -Start-Up Modeling & Consulting -M&A Analysis & Due Diligence -Financial Modeling -SaaS Business Consulting -Klipfolio Dashboards -Capital Budgeting, Analysis & Planning -Complex Securities Analysis -Research -Industry/Competitive-Landscape -Writing -Technical Finance, Finance Blogs -Business Consulting.
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    Google Sheets
    Data Analysis
    Tableau
    Market Analysis
    Business Valuation
    Microsoft Access
    Dashboard
    Python
    Data Science
    SQL
    Cash Flow Software
    Microsoft Power BI
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • US$15 hourly

    • 4.7/5
    • (410 jobs)
    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$65 hourly

    • 4.3/5
    • (98 jobs)
    I have spent 20 years in Real Estate and Mortgage related fields. I have established Property Management businesses from the ground up utilizing Buildium software as well as Quickbooks (although Buildium is a much more proficient system for this). I have an exceptional eye for detail. I know a plethora of programs and those that I do not know, I learn quickly. I work well individually or collaborating with a team. I am a take charge kind of person and am not afraid to ask questions. My goal is to help you with your back end needs so that you can focus on your clients and building your business. A few areas of expertise I have are: Accounts Receivable & Payable Bank Reconciliation including 3 way trust reconciliations Bookkeeping Clean Up (if you've got a mess, I can clean it!) Business & Personal Accounting Detailed General Ledger Reports General Journal Entries Invoicing & Billing Outsourced Bookkeeping Profit & Loss Statements, Balance Sheets Year-End and 1099 Reporting Software's: QuickBooks Pro Mac & PC & QuickBooks Online, Buildium, Rent Vine, RentPost, AppFolio, Yardi Breeze, Propertyware, Rentec Processes: Owner Draws, Vendor payables, company receivables, collecting management fees, keeping PM companies compliant with trust accounting requirements. 20+ years' experience - Real Estate & Property Management Pro Accountant Reliable, trustworthy and over twenty years in business environments dealing with financials, credit and investments.
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Property Management Software
    QuickBooks Online
    Accounting Principles & Practices
    Wave Accounting
    Accounts Receivable Management
    Accounts Payable Management
    Buildium
    Management Skills
    AppFolio
    Intuit QuickBooks
    Bookkeeping
    Accounting Software
    Customer Service
    Bank Reconciliation
  • US$110 hourly

    • 5.0/5
    • (258 jobs)
    I'm a CFA Charterholder, (Chartered Financial Analyst - charter number #185489). I have created detailed, and connected financial models and BI dashboards for Fortune 500 companies. My list of clients includes public firms such as Sony, Medavail, Novo Nordisk, and Unilever. I'm ranked #99th in the world in the recent Financial Modeling World Cup (FMWC) competition. I have done my time as CFO in SaaS, Blockchain, E-commerce, Real Estate and Manufacturing companies. I have the necessary credentials to create 409A valuations, and expert valuation opinions for courts. I'm a modern Fractional CFO that can optimize your finance department, or create one from scratch. I have deep expertise in financial modeling, valuation, financial analysis, and data science. I have over 19 years of experience in finance in Canadian, US, Australian, Israeli and Italian companies. I've helped raise +$600 million in the last 19 years in debt and equity for real estate projects and startups. I'm well versed in advanced statistics, time series analysis, VBA, Google Scripts, R, Python, SQL, DAX, M, Excel Automation, SPSS, PowerBI, GDS, Dynamics 365 and more. The aim of all my skills is to optimize, automate, present and control your financial and analytical processes. My favorite quote is by Warren Buffett, who is my greatest inspiration: "Someone’s sitting in the shade today because someone planted a tree a long time ago." This quote summarizes my attitude towards financial management, and business.
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    Chartered Financial Analyst
    Economics
    JavaScript
    API Integration
    Visual Basic for Applications
    Looker Studio
    Budget Management
    Microsoft Power BI
    Blockchain
    SQL
    Real Estate Financial Modeling
    Data Science
    Investment Research
    Financial Modeling
    Financial Analysis
  • US$120 hourly

    • 5.0/5
    • (64 jobs)
    I am passionate about adding value to your life, by streamlining the trading processes through automation. Giving tailored solution for your systems is my first priority. For me, this means working closely with you to ensure that you receive the user-friendly software. I enjoy thinking outside the box and finding just the right solution for your trading business needs. For over three years, I have been serving as Trading Automation expert in full time and freelance roles on different platforms. Python and VBA based automation is my primary expertise. I’ve successfully delivered automated trading softwares along with backtesting functionalities. I have helped multiple clients setting up their bots in cloud based platform such as AWS. That enables them to run the bot 24x7 on the server requiring no manual intervention straight for a week. I have expertise working with several broker platforms including Interactive Brokers, TD Ameritrade, Tradovate and Zerodha Kiteconnect. I can seamlessly integrate other tools such as Quantconnect, Tradingview, Telegram in the automation process. These are a few of the functionalities I have coded in these bots: 1. Getting historical/ live data from Broker API. I generally use IB Insync Python API in case of Interactive Brokers 2. Getting signals directly from subscription based Websites such as tradingaddicts if the website allows bot activity 3. Reading signals from your Email if subscription service sends you standard automated email whenever the signal is generated 4. Getting data from any other Free/ Paid API including Yahoo Finance 5. Processing raw data to calculate indicators/ signals. I can create custom indicators as per your requirement or we may use standard libraries such as ta-lib 6. Order placement and order management 7. Risk management 8. Portfolio management 9. PyQT based GUI Dashboard for input settings and program status 10. Email/ Telegram updates for actions taken by bot 11. Market scanners My Expertise Areas - • Interactive Brokers API Integration (Using Python and ActiveX client) • Amazon Workspaces • Web Scraping • RESTful API Integration • Signal extraction from emails • Visual Basic (Creation of Macros) • Advanced MS Excel, Access, Power Point, MS Word, Outlook and Publisher VBA Programming • Google Scripts • Automation of Reports • Automation of spreadsheet
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Derivatives Trading
    API
    Algorithm Development
    PyQt
    Stock Option Agreement
    Spreadsheet Software
    Financial Modeling
    Desktop Application
    Trading Strategy
    Microsoft Access
    Spreadsheet Automation
    Trading Automation
    Python
    Automation
    API Integration
    Forex Trading
  • US$45 hourly

    • 4.8/5
    • (211 jobs)
    ✅ Certified Pro Advisor QuickBook Online ✅@Upwork since 2009 |✅ Full-Time CFO,✅Certified Corporate Secretariate ✅15+ years of experience as a financial analyst in highly competent financial consultancy firms worked as ⚡CFO and virtual CFO for various companies and work with a number of investment management companies, venture capital companies, and startups. ⚡It is s important to me to build long-term relationships with my clients, so I'm primarily looking for long-term projects. ⌚I'm flexible with my working hours and will be happy to discuss your project at your earliest convenience. ⚡I also have a small team of Talented Qualified Financial Analyst at my disposal who can help out for time-sensitive, or overly complex tasks. 🎯During the past few years, I have helped to raise financing for startups, working extensively on creating financial models, financial analysis, valuations, investor pitches, and VC presentations. 🎯I have been involved in various projects in different industries, including -Fintech, -IT, -SaaS companies, -Fashion, -Healthcare, -Beauty, -E-commerce Stores -Real Estate -Manufacturing Industry. 💡Gold Medalist in Finance, hold a Master's Degree in Finance and Economics and CSP (Certified Corporate Secretary of Pakistan). I am good at financial analysis, financial & business modeling, research as well as designing dashboards and presentations. My core competencies are the following: 💡- Financial analysis 💡- Business Planning 💡- Econometric modeling and statistical analysis 💡- Market Research services 💡- Excel Dashboards and MS Excel Calculators 💡- Budgeting and Forecasting 💡- Business Modeling 💡- Financial Modeling 💡- Asset Allocation Modeling (Efficient frontier calculation) 💡- Business Plan writing - Executive Summary, Company description, SWOT& PESTLE, Marketing, and Financial Plan) 💡- Pitch Decks creation - Business Valuation (CAPM, WACC, IRR, ROI, ROA) 💡- Ratios Analysis, Key Performance Indicators 💡- Equity research 💡- Market Research (TAM, SAM, SOM ) 💡- Excel modeling - PowerPoint Presentations 💡- Data analysis 💡- Preparing financial and other reports 💡- Macroeconomic overviews 💡 - Burn Rate and Break-Even Analysis 💡- Credit Analysis of borrowers 💡-Variance Optimization techniques 💡- What-if Analysis for Sales forecasts and other purposes 💡- Technical writing on financial, accounting and audit specs. 💡- Patent Valuation
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Financial Accounting
    Business Valuation
    Financial Modeling
    Market Analysis
    Pitchbook
    Startup Consulting
    SaaS
    Microsoft Excel
    Business Process Modeling
    Xero
    Cost Accounting
    Venture Capital Consulting
    Business Plan
    Financial Analysis
  • US$18 hourly

    • 4.5/5
    • (139 jobs)
    Are you looking for an all-round financial support? A Virtual yet an Omnipresent Accountant for your business and company?? If Yes!!!!, then let's start with half an hour of free consultation :) We are a firm based in India providing Accounting & Tax Preparation Services to clients based in USA, UK, Canada & Australia. We proudly call ourselves as 'Right-hand' to all the Businesses and Accounting Firms. Our Services include: 1. End to end Accounting, Bookkeeping 2. Management and Financial Reporting Services 3. Accounting Integrations: Service M8, AroFlo, Wrike, Brightpearl with QBO/XERO 4. Ecommerce Integrations: Shopify, Amazon with QBO/XERO 5. Inventory Integrations - Unleashed, Dear/Cin 7 with QBO/XERO 6. EOFY Reports & Tax Preps Some amazing client testimonials we have: 🎯 "Very Knowledgeable, professional, solutions-driven and responsive. Awesome experience and would rehire. Thanks!!" 🎯 "Kinnari is proficient and efficient. She met every deadline and was precise in what you completed. I would hire her again!" 🎯 "Explendid person in work. In short deadline she provides high quality work." We are a young and energetic team of Chartered Accountants and QBO/XERO Certified Advisors. Founder's Professional Background: I am a Top-Rated Accounts & Finance Professional with over a decade of experience in the field. Having helped start-ups to set their books and finances right and achieve their business objectives like never before. I also help them build them budgets, projections business plans and investor pitch decks to present to the investors and get some great funding. Have successfully locked deals worth INR 20 million till now. Areas of Expertise: ✅ Real Estate and Ecommerce Accounting ✅ Accounting Integrations: Service M8, AroFlo, Wrike, Brightpearl with QBO/XERO ✅ Ecommerce Integrations: Shopify, Amazon with QBO/XERO ✅ Inventory Integrations - Unleashed, Dear/Cin 7 with QBO/XERO ✅ Financial Reporting as per Ind-AS, IFRS and US GAAPs Furthermore, I also have deep understanding of financial reporting and complex financial models. Over a span of 10+ years, I have successfully completed business and financial advisory projects involving preparation of top-notch Business Plans & Pitch-decks. Looking forward to associate with great money-makers here!
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Financial Management
    Cost Accounting
    Intuit QuickBooks
    Bookkeeping
    Management Accounting
    Tax Preparation
    Financial Reporting
    Financial Analysis
  • US$150 hourly

    • 4.5/5
    • (22 jobs)
    Over 13 years of NetSuite experience improving business operations, accounting and financial processes, streamlining supply chain management, and enhance customer relationships. I have extensive NetSuite experienced, including full implementations, customization, integration, development and NetSuite leading practices. I bring a comprehensive skill set to improve business operations, accounting and financial transparency, streamline supply chain management, and enhance customer relationships. I also have extensive experience with Quickbooks Online and managing full cycle accounting processes for small / midsize companies. NetSuite experience: ERP, CRM, WMS, SuiteCommerce Advanced, SuiteCommerce InStore, Marketing, Supply Management, Custom Searches & Reports, Workflows, Automation, FP&A TECHNOLOGIES Accounting & ERP: NetSuite (ERP, WMS, Payroll, SuitePeople, CRM), Quickbooks Analytics: NetSuite (SuiteAnalytics, Reports, Searches, Dashboards), Google Analytics, Microsoft Power BI, Tableau eCommerce: NetSuite eCommerce, Amazon FBA/FBM, SuiteCommerce, Shopify Marketing: Google Adwords, Bing Adcenter, Facebook Ads Software Suite: Microsoft (Adv. Excel, Word, Powerpoint, Outlook, Access), G Suite (Google Docs, Sheets, Slides) Remote Tools: Zoom, Hangouts, Google Drive, OneDrive, Dropbox, Asana, Todoist, Notion
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Business Analysis
    Management Consulting
    NetSuite Development
    NetSuite Administration
    Financial Analysis
    Automation
    Bookkeeping
    Data Visualization
    Financial Reporting
    Project Management
    Intuit QuickBooks
    Oracle NetSuite
  • US$10 hourly

    • 4.4/5
    • (371 jobs)
    Greetings for the day!!! I am Niluka Jayasinghe, a qualified Chartered Accountant (Membership No 6279) now FCA and CPA Australia, and an Ex-Ernst & Young Senior Accountant with over 15 years of experience in accounting, auditing, BPO, and bookkeeping. With more than 9 years of experience in an Overseas BPO serving clients from Australia, the UK, the US, and the UAE, I have managed commercial processes and client files using various accounting software including Xero, MYOB, QuickBooks, Wave, and Tally. Throughout my career, I have served over 300 clients across diverse industries such as retail trading, construction, real estate, and online e-commerce businesses. I have prepared more than 1,000 individual income tax returns and handled accounting for companies, trusts, and partnerships. I specialize in real estate accounting and bookkeeping, offering comprehensive back-office support. As a Xero/QBO Certified bookkeeper, I have extensive experience in setting up organizations and managing their financials. I pride myself on being self-motivated, a quick learner, and consistently delivering work with effectiveness and efficiency. I never give up, always striving to identify and resolve issues promptly. I provide the following services: General Bookkeeping and Bank Reconciliation Payroll Management and IAS Bookkeeping for E-Commerce Companies Bookkeeping for Real Estate Companies BAS Compliance and GST Reporting VAT Returns Invoicing/Billing and Credit Processing Bulk Billing Bank Reconciliations Month-End Entry and Processing Accounts Receivable Accounts Payable Handling AP Email Handling E-Commerce Platforms PAYG Summaries and Group Certificates Processing Standard/Recurring Journal Entries and Month-End Journal Entries General Ledger and Balance Sheet Reconciliation Monthly Reporting Preparing Management Reports Preparation and Lodgment of Individual Tax Returns Let's work together to streamline your financial processes and achieve your business goals!
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Management Accounting
    Accounts Receivable Management
    Financial Reporting
    Xero
    MYOB Administration
    Intuit QuickBooks
    Bookkeeping
    Tax Preparation
    Tax Return
    Transaction Data Entry
    Accounts Payable
  • US$130 hourly

    • 5.0/5
    • (4 jobs)
    I am an experienced CFO/Finance Leader with a track record of working successfully with companies of all sizes. My experience has enabled me to be comfortable working as a global leader with an international team or operating as a one-person team in a pre-revenue start-up environment. I have worked in a variety of industries, SaaS, Custom Software Development, Industrial and Residential Services, Real Estate Development, Property Management, and Healthcare. Over the past several years I have been working with companies as a fractional CFO. It has been such a great experience. I have been able to get hands-on experience with companies in different industries and at different stages of the business life cycle; from pre-revenue to exit. I am happy to tailor my involvement to the needs of my clients. Some companies have needed me to handle all accounting and finance work and engaged me for 30-40 hours per week while other clients have contracted me for 10-15 hours per month to act as a sounding board for their CEO. I am honored to work with clients in any situation where I might be able to help My career began with financial and operational roles at the following companies: • Arthur Andersen – Turnaround/Bankruptcy Consultant • Oracle - Director of Financial Operations in the Telecom Sales Vertical • MCIC Vermont – VP of Finance and Claims (Medical Malpractice RRG) • Norrell – Financial Consultant to the CFO (staffing company) • ClientLink – VP of Finance (custom application development) Fifteen years ago, I co-founded Enablus, an IT Consulting firm where I was the CFO. Co-founding a company was a terrific learning experience; however, after five years of prosperity, the company was no longer able to support multiple partners, As such, I made the decision to leave Enablus and venture into a new opportunity as the Director of Finance for The Center for Health Transformation (a Healthcare Think Tank/Consulting Firm founded by former Speaker of the House Newt Gingrich). The company was no longer viable after Mr. Gingrich announced his candidacy for President of the United States. I helped wind down the company and then went to work as Vice President of Finance/Shared Services for EPI-Use Labs (a multinational SaaS company) where I led an international team of finance, HR and contract professionals with team members in the UK, Germany, South Africa and the United States. After EPI-USE Labs, I was the CFO and a member of the Board of Directors for Xcaliber Technologies (an international SaaS startup company) and Xcaliber Infotech (a sister company supplying all software development in Pune, India) where my primary responsibilities focused on all finance and accounting, securing and finalizing investment capital and all M&A activity. More recently, I was the CFO of a conglomeration of 12 real estate development companies, a property management company, and a commercial brokerage company. For the past four years I have been working as a fractional CFO for companies in healthcare, software, mortgage brokerage and non-emergency transportation. An additional note that will help give you a better feel for my core values and beliefs. Prior to attending college, I worked for my father-in-law’s grocery distribution business in southern Utah for ten years. It was here that I learned perhaps the greatest two lessons of my career. The first lesson I learned was to do “whatever needed to be done.” To that end, during my time working there I learned out of necessity to drive an eighteen-wheeler and to be a meat cutter in a grocery store. The second important lesson I learned was the importance of customer service. I learned to do whatever a customer needed. We were a small company and each and every customer was the lifeblood of the company. I learned very quickly that is far less expensive to keep a customer than it is to obtain a new one. These lessons have stuck with me throughout my career and continue to serve me well to this day..
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Budget
    Forecasting
    Strategy
    Financial Policies & Procedures
    Financial Analysis
    SaaS
    Financial Modeling
    Financial Management
    Startup Consulting
    Cash Flow Modeling
    Accounting Principles & Practices
    Startup Company
    Finance & Accounting
    Intuit QuickBooks
    Financial Projection
  • US$150 hourly

    • 5.0/5
    • (66 jobs)
    I have over 18 years of experience and I have been a Certified Public Accountant (CPA) since 2005. I have worked as a Chief Financial Officer (CFO) for years, and consult for many businesses, to help with strategic planning and advice, tax preparation, accounting, bookkeeping and financial accounting. I have worked with businesses from small startups to large established companies. I have a team of CPAs and experienced accountants who work with businesses in a variety of industries including e-commerce. You can visit us at AverkampCPA.com and view our Google Reviews for additional references. Some of my work experience and qualifications at a glance: - Venture Capital CFO - High Net Worth Tax Planning and Corporate Tax Returns - Private Equity (Real Estate) Senior Controller - Audit Manager at KPMG - Performed US GAAP and IFRS Audits - Certified Public Accountant +17 years - Masters Degree in Accounting - Bachelors Degree in Accounting - Bachelors Degree in Finance Some of my specialties include: - Assisting start-up companies with fundraising, pitch decks, term sheet negotiations, and due diligence. - Performing financial analysis and due diligence on potential investments and analyzing companies at various investment stages (Seed Rounds to IPO). - Private company valuations under US GAAP ASC 820. - Working closely with CEOs and other executives on strategic planning and deal analysis. - Assistance with streamlining accounting and back office processes and procedures. - Leading teams ranging from 3 to +30 staff members. I look forward to helping your company succeed! Contact me today.
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Taxes
    Corporate Tax
    Investment Strategy
    S-Corporation
    Investment Banking
    Financial Accounting
    Venture Capital Consulting
    CPA
    Business Valuation
    Financial Modeling
    Mergers & Acquisitions
    Fundraising
    Intuit QuickBooks
  • US$125 hourly

    • 5.0/5
    • (173 jobs)
    General I have over 35 years of experience in the Mutual Fund Industry in various roles. I have concentrated in tax accounting in both operations and an oversight role in the Treasurer's Office. I can bring a wide range of operational experience to any role. I am proficient in Microsoft Excel, Word and Power Point.
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    Accounting Basics
    Strategy
    Tax Law
    Tax Preparation
    Financial Report
    Microsoft Excel
    Tax Return
    Tax Theory
  • US$85 hourly

    • 4.8/5
    • (469 jobs)
    Dr. Gaurav B. is a “Certified Valuation Analyst” (ABV®/AICPA No.- 255907545). He is MBA, Ph.D & Post Doctoral with 15+ Years of Business Valuation, Real Estate Appraiser, Investment Banking and Venture Capital Experience. Currently, he is founder of Transaction Capital LLC, a Delaware, United States registered Company. ---------------------------------------------------------------------------------------------------------------- 🏆 Certified Business Valuer (ABV® ,CVA® & MRICS credentials) 🏆 15+ years of experience with Business Valuations, M&A, Venture Capital and PE transactions 🏆 Ex- Venture Capitalist & Investment Banker 🏆 Worked with clients across the globe ( US, Europe, UAE, Middle East and Asia) 🏆 1500+ Valuation assignments executed 🏆 The Accredited in Business Valuation (ABV®) from American Institute of Certified Public Accountants (AICPA No.- 255907545) 🏆 Certified Business Valuer (CVA®) from NACVA- (Credential ID 1020775) 🏆 Chartered Valuation Surveyor (MRICS) from RICS, UK-(Credential ID 0816280) 🏆 GRI, Netherland- Certified Sustainability Professionals (Credential ID 85333801) --------------------------------------------------------------------------------------------------------- Areas of Expertise: 1) Certified Business Valuations- Startup Valuation, 409A Valuation, Intangible Valuation, ASC 718 Valuation, M&A etc. 2) Research - Equity Research, Pre IPO Research, M&A 3) Transaction Advisory - Financial Models, Cap table, term sheet, due diligence, feasibility report, 4) Certified Real Estate Valuations - Property Valuation, Land Valuation, Real Estate Appraiser, Financial modeling (multi-family, office building, retail, hotels, etc.) with NPV, IRR, ROI, Return; cashflow waterfalls, fund structures, etc. 5) Sustainability/ESG- Impact Assessment of CSR Activities, ESG Reporting/ESG Research, GRI/SASB Reporting, Sustainability Research ----------------------------------------------------------------------------------------------------------------- Areas of Expertise:- 🏆 Start-up Valuation/Early stage Company Valuation 🏆 409A Valuation 🏆 ASC 718 Valuation 🏆 Purchase Price Allocation 🏆 Financial Projection/Financial Model 🏆 Cap-table 🏆 Virtual CFO 🏆 LBO/MBO Modelling 🏆 Valuation of Intellectual property (Intangible Valuation) Corporate Transaction Valuation:- 🏆 Brand Valuation 🏆 Valuation of Convertibles, Option & Warrants 🏆 ESOP Valuation 🏆 Hybrid Valuation/Complex Valuation/Convertible Valuation 🏆 Valuation of Corporate Guarantee 🏆 Valuation of Trademark & Customer contract 🏆 Database & Non-Compete Agreement Valuation 🏆 Litigation Valuation/Divorce Valuation 🏆 BackSolve Valuation/Black Scholes/Binomial Valuation 🏆 Patent Valuation 🏆 Discounted Cash Flow (DCF) Valuation/Comparable Valuation 🏆 Distress Valuation 🏆 Cryptocurrency/Bitcoin Appraisals and Blockchain Project Valuations 🏆 Currency Swap Valuation Research:- 🏆 Equity Research 🏆 Pre-IPO Research 🏆 ESG Reporting/ESG Research 🏆 GRI/SASB Reporting 🏆 Sustainability Research 🏆 Impact Assessment of CSR Activities Real Estate Advisory 🏆 Property Valuation 🏆 Land Valuation 🏆 Real Estate Valuation/REIT 🏆 Real Estate Private Equity Fund (GP/LP, Waterfall, IRR, DSCR) 🏆 Real Estate Underwriting 🏆 Multi Family/Single Family 🏆 Real Estate Appraiser Tax Compliance Valuation:- 🏆 Share-Based payments including for Tax Reporting purposes (IRC 409A, ASC 718, IFRS 2) 🏆 Specialized Tax and Financial Reporting Situations (IRC 338, IRC 331, ASC 852, IFRS 9, and IAS 39) 🏆 Valuation of Charitable Trust (IRC 170) 🏆 In-Process R&D Analysis (IRC 170) 🏆 Valuation of Non-Compete agreements (IRC 197) 🏆 Asset Allocation Analysis (IRC 1060) 🏆 Valuation for “C” to “S” Conversion (IRC 1374) 🏆 NOL Limitations (IRC 382) 🏆 Business & Legal Entity Valuations (IRC Section 338 and IRC Section 355) 🏆 Gift and Estate Tax Planning (Sec 20.2031-1(b) & 25.2512-1) 🏆 Valuation support for Section 83(b) elections) Financial Reporting Valuation:- 🏆 Fair value Measurement (ASC 825) 🏆 Impairment or disposal of long-lived assets (ASC 360) 🏆 Goodwill and Indefinite-Lived Intangible Impairments (ASC 350) 🏆 Purchase Price Allocation and Impairment Testing (ASC 805, IFRS 3, IAS 36) 🏆 Venture Capital and Private Equity Portfolio Valuation Support (ASC 820 and IFRS 13) 🏆 Options (ASC 718) and restricted securities 🏆 401(k) investments in closely held companies 🏆 Asset Retirement Obligation (ASC 410) 🏆 Derivatives instruments (ASC 815) 🏆 Section 382 NOL Ownership Change Studies 🏆 Non-Cash Charitable Contributions
    vsuc_fltilesrefresh_TrophyIcon Fund Accounting
    IRS Income Tax Audits
    Investment Preparation
    Financial Analysis & Valuation
    Valuation
    Equity Valuation
    Discounted Cash Flow
    Real Estate Financial Modeling
    Real Estate Appraisal
    Financial Prospectus Writing
    Venture Capital Consulting
    Business Valuation
    Startup Consulting
    Financial Analysis
    Company Valuation
    Equity Research
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