Hire the Best Fundly Specialists

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Abhey G.

Chandigarh, India

$20/hr
4.7
99 jobs

Your books should tell you where your business stands — not stress you out. I'm a Chartered Accountant (CA/CPA-equivalent) and PTIN Holder with 9+ years of experience serving U.S. businesses, real estate investors, and CPA firms with clean, audit-ready financials. Who I Work With: ▪ Real Estate Investors & Property Managers ▪ CPA & Accounting Firms (white-label support) ▪ Construction, Law, Healthcare & E-commerce businesses What I Deliver: ✔ Full-cycle bookkeeping — GL, AP/AR, bank & card reconciliations ✔ QuickBooks Online/Desktop, Xero, Sage, NetSuite, Buildium, AppFolio ✔ Property-level & trust accounting ✔ Month/year-end close + financial statements (P&L, BS, Cash Flow) ✔ Payroll, 1099/W-2, tax prep support (PTIN Holder) ✔ Budgeting, forecasting & Virtual CFO advisory (CAS) Why Clients Stay: ◆ No backlogs left behind — every engagement ends with 100% reconciled books ◆ Structured monthly close process — you always know where you stand ◆ Proactive communication — no chasing, no surprises ◆ Long-term partner mindset, not a one-off freelancer 📩 Message me — let's get your books clean, current, and decision-ready.

  • QuickBooks Online
  • Bookkeeping
  • Bank Reconciliation
  • Accounts Receivable
  • Accounts Payable
  • Financial Reporting
  • Xero
  • Zoho Books
  • Sage 300
  • Sage Intacct
  • Payroll Accounting
  • Real Estate
  • Buildium
  • Property Management
  • NetSuite Development
  • Odoo
  • Accounting
  • AccountMate
  • Bill.com
  • Tax Preparation
Rabia K.

Lahore, Pakistan

$10/hr
5.0
5 jobs

Helping Businesses Build Accurate Financials, Improve Visibility, and Make Confident Decisions. I'm Rabia Khalid, a Chartered Accountant (ACA), NetSuite Certified Professional, and QuickBooks ProAdvisor with 5+ years of experience delivering high-quality accounting, bookkeeping, financial reporting, and fund administration services to businesses across multiple industries. I help business owners, startups, real estate firms, private equity funds, and growing companies maintain accurate books, strengthen financial controls, and gain meaningful insights from their financial data. Areas of Expertise Bookkeeping & Accounting • Full-Cycle Bookkeeping • Accounts Payable (AP) & Accounts Receivable (AR) • Bank & Credit Card Reconciliations • General Ledger Management • Month-End & Year-End Close • Journal Entries & Account Reconciliations • Catch-Up & Cleanup Bookkeeping Financial Reporting & Analysis • Profit & Loss Statements • Balance Sheets • Cash Flow Statements • Budgeting & Forecasting • Variance Analysis • KPI & Management Reporting • Financial Modeling & Business Analysis Fund Administration & Investor Accounting • Capital Calls & Distributions • Investor Allocations & Reporting • Waterfall Calculations • Fund Reconciliations • NAV Support • K-1 Support Schedules • Private Equity & Real Estate Fund Accounting Staff Accountant Services • Accruals & Prepaids • Fixed Asset Accounting • Revenue Recognition • Audit Preparation & Support • Financial Statement Preparation • Process Improvement & Internal Controls Software Expertise NetSuite (Certified)| QuickBooks Online & Desktop (ProAdvisor) | Xero | AppFolio | IMS | Odoo | Zoho Books |Microsoft Excel (Advanced) | Google Sheets |Salesforce Industries Served • Real Estate & Property Management • Private Equity & Investment Funds • SaaS & Technology • E-commerce • Manufacturing • Crypto & Blockchain • Consulting & Professional Services • Healthcare Why Clients Hire Me ✔ Chartered Accountant (ACA) with strong accounting and finance expertise ✔ NetSuite Certified Professional and QuickBooks ProAdvisor ✔ Proven experience in bookkeeping, financial reporting, and fund accounting ✔ Strong analytical skills with a focus on accuracy and detail ✔ Experience supporting multi-entity and multi-currency businesses ✔ Reliable communication, ownership, and timely delivery My goal is simple: to provide accurate financial information, streamlined accounting processes, and actionable insights that help businesses scale with confidence. Whether you need a Bookkeeper, Staff Accountant, Financial Analyst, Fund Accountant, or Finance Professional, I am committed to delivering results that add value to your business. Let's discuss how I can help support your accounting and finance operations

  • Business Analysis
  • Finance & Accounting
  • Financial Audit
  • Ratio Analysis
  • Internal Auditing
  • Financial Statements Preparation
  • Bookkeeping
  • Bank Reconciliation
  • Data Entry
  • ERP Software
  • International Financial Reporting Standards
  • Balance Sheet
  • Income Statement
  • Cash Flow Statement
  • Account Reconciliation
  • Accounts Payable Management
  • Accounts Receivable Management
Jose R.

Boston, Massachusetts

$100/hr
4.8
263 jobs

Helping Entrepreneurs Raise $1, 000, 000, 000 + in Funding 🚀 Raising capital isn’t just about getting funding—it’s about finding the right investors, telling a compelling story, and executing a strategy that works. My mission is to help 1,000 entrepreneurs raise over $1 billion, and I’ll show you how to secure 6, 7, or even 8 figures for your company. How? Keep reading 👇 I launched my first Kickstarter campaign in college, turned it into a 6-figure e-commerce brand, and successfully exited. That experience taught me how to build, fund, and scale a company—knowledge I now use to help others do the same. Over the past 4 years, I’ve been digitalizing capital markets and leading some of the most successful crowdfunding and fundraising campaigns. I’ve helped startups raise over $85M, facilitating 50,000+ investment transactions across Wefunder, StartEngine, Republic, Kickstarter, and Indiegogo. Companies I’ve Helped Raise Millions For: ✅ Boxabl – $170M+ raised ✅ Phoenix Tailings – $50M Series B ✅ Watford – $9M+ ✅ Tribel & Caledonian Braves – $3M+ each ✅ Doorvest – $5M+ each ✅ Lit Motors & Popsmith, - $1.5M+ each ✅ FMFC Investments – $500K+ ✅ And many more… What I Can Do for You: ✔️ Equity & Reward-Based Crowdfunding (Wefunder, Kickstarter, Indiegogo, StartEngine, Republic) ✔️ High-Converting Pitch Decks That Get Investor Attention ✔️ Fundraising Strategy & Execution to Maximize Your Raise ✔️ Investor & Backer Databases for Outreach I’ve worked with some of the biggest crowdfunding campaigns and understand what it takes to get funded. If you’re ready to launch your Kickstarter, Wefunder, or capital raise, let’s make it a success. Let’s talk and get you funded! 🚀

  • Data Entry
  • Market Research
  • Lead Generation
  • Kickstarter Marketing
  • Social Media Marketing
  • Data Scraping
  • Data Mining
  • Crowdfunding
  • Customer Relationship Management
Sheila G.

Willoughby, Ohio

$100/hr
5.0
16 jobs

I am the Founder/CEO of an nonprofit consulting and fractional staffing agency, The 501 Pros. I have over 25 years of experience leading nonprofit organizations, consulting, serving on boards and teaching college level nonprofit courses. I am skilled in the areas of nonprofit formation and 501(c)3 tax exemption applications, compliance, governance, strategic planning, fundraising, grant readiness (federal and private), donor engagement and management, leadership and board training, and development. Additional information on The 501 Pros can also be found under Agencies on Upwork.

  • Business Coaching
  • Business Plan
  • Business Analysis
  • Business Process Automation
  • Nonprofit
  • Nonprofit Industry Consulting
  • Nonprofit Organization
  • Religious, Charitable & Nonprofit
  • Compliance Consultation
  • Compliance
Sulaiman K.

Hunza, Pakistan

$18/hr
4.0
3 jobs

⭐Finance Operations Specialist | Accounts Payable & Receivable Specialist | Bookkeeper | Data Entry | Datev (DOU) | QuickBooks Online | Xero | NetSuite | ERP | Tipalti | Stampli | Buildium I YNAB I Invoicing | Billing | Bank Reconciliations | virtual assistant | AppFolio⭐ Bookkeeper, Accounts Payable and Receivable Specialist with 5+ years of experience helping businesses gain financial clarity, streamline workflows and stay fully compliant. I manage Accounts Payable, Accounts Receivable, bank reconciliations, variance resolution and process optimization, ensuring your financial operations run smoothly and accurately. Creating automated Google Sheets trackers for both AP and AR to monitor cash flow and invoice/bill ageing, streamline AP and AR operations, and maintain accurate records of payments and deposits. I work confidently across leading systems NetSuite, QuickBooks Online, Xero, Concur, Bill,com, Tipalti and Stampli, and I’m skilled at improving financial processes, strengthening internal controls and reducing operational inefficiencies. Beyond bookkeeping, I bring strong administrative and operational support, including budget tracking, procurement coordination and employee reimbursement management. ✔ Businesses I Support • SaaS Company • Property management accounting I Bookkeeping • Logistic companies • Fitness Businesses • Multi Entity, Locations and Currency Businesses ✔ What I Do & Problems I Solve I help businesses: • Clean up messy books and catch up overdue financial records • Reduce AP/AR bottlenecks with accurate, timely full-cycle processing • Eliminate reconciliation errors and uncover discrepancies fast • Improve invoice coding, approval workflows, and vendor communication • Strengthen month-end close with journal entries and clear reporting • Maintain smooth operations through reliable financial and admin support ✔ Core Services • Bookkeeping catchup/cleanup & monthly bookkeeping • Full-cycle Accounts Payable / Accounts Receivable management (PO & non-PO) • Invoice processing, GL coding & expense allocation (Invoice Encoding Specialist) • Invoicing & billing specialist • Maintain weekly AP trackers, providing clients with real-time visibility into cash outflows • Bank, credit card & vendor account reconciliations • Vendor email support & issue resolution • Payroll prep & employee reimbursements • Month-end support & ad-hoc accounting tasks ✔ Software Proficiency • NetSuite • R365 • QuickBooks Online • Xero • Concur • Bill,com • Tipalti • Stampli • Buildium • YNAB • CRM systems Why Work With Me? I help businesses stay organized, accurate, and stress-free by delivering reliable bookkeeping, smooth AP/AR operations, and clear financial insights. If you need someone who can take ownership, communicate effectively and optimize your financial workflow—I’m here to help. 📩 Message me to discuss how I can support your accounting operations. #Intuit QuickBooks Online #Financial Accounting #Administrative Support #Accounting Basics #Microsoft Excel #Accounting #Data Entry Specialist #Account Reconciliation #virtual assistant #Accounts Payable Specialist #Accounts Receivable Specialist #Stampli #Tipalti #Oracle NetSuite ERP #R365 #QuickBooks Online #Xero #Concur #Bill,com #Invoice Encoding Specialist #Buildium #YNAB #Property Management Bookkeeping #Invoice GL Coding #Invoicing Specialist #Billing Specialist #Customer Support #Bookkeeping #Reconciliation #NetSuite Data Entry #Financial Admin #Invoicing Specialist #Finance Operations #Operations Assistant

  • Oracle NetSuite
  • QuickBooks Online
  • Xero
  • Bookkeeping
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Data Entry
  • Administrative Support
  • Invoicing
  • Google Sheets
  • Buildium
  • Property Management
  • Email Support
  • AppFolio
  • Business Operations
  • Virtual Assistance
  • Ecommerce
  • Bill.com
  • Concur
Joel O.

Santo Domingo, Dominican Republic

$67/hr
4.6
14 jobs

Overview: I'm an independent Five9 consultant and the founder of DialNode. I help contact centers and sales teams get real, measurable results from their Five9 investment. With over a decade of hands on experience and certifications in Inbound Admin, Outbound Admin, and Workflow Automation, I've worked across finance, healthcare, education, e-commerce, and government. What I can do for you: 🚀 Outbound Dialer Optimization: increase connect rates, reduce abandonment, and maximize sales ROI 🔗 CRM Integrations: HubSpot, Salesforce, GoHighLevel, and custom API connections ⚡ Workflow Automation: streamline repetitive tasks, improve agent efficiency, and reduce errors 📊 Branded Client Portals & Reporting: real-time dashboards your team can access without touching a database 🤝 Technical Consulting & Support: implementations, troubleshooting, compliance, and performance tuning Whether you need targeted support or a full implementation, I build things that run.

  • Five9
  • HubSpot
  • Outbound Sales
  • API Integration
  • Make.com
  • Automated Workflow
  • REST API
  • JSON
  • XML

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