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4.7/5
based on 218 client reviews
  2. Finance & Accounting Talent
  3. Financial Managers
  4. (Current) Tax Strategies Freelancers
  • US$200 hourly

    • 5.0/5
    • (893 jobs)
    My name is Julian Joppy, and I am the President of BizTax Advisory. I specialize in advising/consulting small businesses and investors through tax planning, tax structuring, and tax strategies to identify available opportunities businesses can utilize to reduce their tax liability. Additionally, I work with business owners to automate bookkeeping and payroll systems, create tax savings systems, forecast/strengthen lending power for real estate or other business lending needs, and provide experience and guidance to aide in well-informed business/investment decisions. I am an Enrolled Agent (EA), and I have been a tax advisor and accountant for over seven years. I earned my Bachelor's Degree in Business & Accounting at Penn State University and graduated Summa Cum Laude with a 3.79 GPA, which was the top 6% of my class. I strive to save time and money for our clients while providing them with a skilled and experienced professional in their corner with their best interests at heart. If I take you on as a client, I will work diligently to meet your needs and exceed your expectations.
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    Limited Liability Company
    International Taxation
    Corporate Law
    Tax Strategy
    Corporate Tax
    Business Consulting
    Intuit QuickBooks
    Tax Return
    Tax Preparation
    Tax Law
    Tax Planning & Advisory
  • US$100 hourly

    • 4.9/5
    • (108 jobs)
    Do you need a CPA and Tax Accountant that understands your small business struggles and can provide tailored accounting and tax services to meet your unique business needs? Then, invite me to your job to discover how I can assist you with my expertise. I am a Certified Public Accountant with years of experience assisting small businesses with the preparation of accurate financial statements and tax returns. Tax and Accounting Services Offered: - Individual Tax preparation (1040, 1040NR) - Small Business Tax preparation (Sole proprietorship, LLC, S-Corp, C-Corp, Partnership) - Tax Planning services - Tax Advisory services - Bookkeeping - Account Reconciliations - General Ledger, Bank, Credit cards - QuickBooks Cleanup and Catchup - QuickBooks Setup - Preparation of Financial Statements - Business Entity Formation I am passionate about helping small businesses save on taxes and grow their business. Contact me today to discover how we can add value to your business.
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    Income Statement
    Sole Proprietorship
    C-Corporation
    QuickBooks Online
    S-Corporation
    US Taxation
    CPA
    Tax Strategy
    Bank Reconciliation
    Bookkeeping
    Payroll Accounting
    Balance Sheet
    Tax Return
    Tax Preparation
    Tax Planning & Advisory
  • US$80 hourly

    • 5.0/5
    • (95 jobs)
    Centaur Digital Corp addresses the accounting and tax needs of busy business owners. As a business grows, owners have less time to devote to their accounting and tax compliance, both of which are crucial functions for any successful business. In the past, these functions were typically interwoven into a business in a way that made an in-house accounting team essential. But that has changed! There have been numerous advancements in accounting technology in recent years, and cloud computing has made them accessible and affordable for smaller enterprises. Now, small companies can take advantage of new technology to help them grow and generate larger profits. Proper implementation of these technologies, however, is paramount. Centaur Digital Corp is here to help you identify relevant accounting technologies. We work with you to implement the necessary technologies to improve the clarity and efficiency of your business’s accounting system and increase your profits. Centaur Digital Corp was founded by Vlad Rusz, who has over a decade of experience working as a senior manager of small companies and providing managerial consulting to other businesses. While working as the CEO of a previous enterprise from 2014 to 2016, Vlad Rusz achieved tremendous growth by providing business consulting and business plan services to hundreds of satisfied clients. This success earned Vlad Rusz countless 5-star ratings and various prestigious awards. At Centaur Digital Corp, we look forward to providing world-class service to our clients, helping you increase profits and achieve your business goals. We take responsibility not just for our work, but for your entire accounting and tax system! AWARDS AND ACHIEVEMENTS 2020 Quickbooks Online ProAdvisor 2020 Xero Certified Advisor 2019 Passed the CMA Exam 2018 Passed the CPA Exam 2016 Became a member of the Forbes Finance Council 2016 EY Young Entrepreneur of the Year Southeast Semi-finalist 2016 Gwinnett Pinnacle Award “Young Entrepreneur of the Year” Winner 2015 Gwinnett Pinnacle Award “Rising Star” Winner 2015 #1 Business Plan Consultant in Atlanta by Thumbtack
    vsuc_fltilesrefresh_TrophyIcon Tax Strategies
    Accounting Software
    Tax Strategy
    Business Plan
    Zoho CRM
    Zoho Creator
    Bookkeeping
    Sales Tax
    Tax Return
    Tax Preparation
    Technical Accounting
    Financial Projection
    Microsoft Excel
  • US$175 hourly

    • 4.8/5
    • (113 jobs)
    I am a Certified Public Accountant with a Masters in Accounting, specializing in tax preparation. I have years of experience helping clients save money with my knowledge of tax law for business and individual taxes. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow, by offering tax planning and business consulting. My specialty is in small business, including accounting, tax preparation, and tax consulting to ensure that the business entity type is best suited for your needs and the most tax advantageous. I also offer accounting services, where my main goal with clients is to ensure that their books and financial statements accurately reflect their finances. With accurate financial statements, businesses can see their strengths and weaknesses, which will help them continue to grow their business and succeed. In my accounting business, my main goal is for my clients to be successful and help them by offering not only accounting and tax preparation services, but also business consulting on what is the most advantageous business entity type and taking a forward looking approach to see what they can do in the future to grow their business. I have worked with several small business owners just starting their business by setting up their accounting software and chart of accounts, creating a business strategy, including tax planning, to maximize cash flow to prepare them for success.
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    Tax Strategy
    Xero
    Intuit QuickBooks
    Financial Analysis
    Income Statement
    GAAP
    Bookkeeping
    Tax Return
    Tax Planning & Advisory
  • US$200 hourly

    • 5.0/5
    • (41 jobs)
    Chartered Accountant specialising in International Tax with over 10 years experience. I've worked for PwC and BDO & helped a wide range of clients (individuals and businesses) with tax planning. I'm a co-founder at Degen Tax Advisers which specializes in providing tax advice to online businesses, startups, e-commerce, crypto investors, pro poker players, and content creators. I also post international tax content on YouTube at the channel WorldTaxAndy. I provide services in the areas of: - US taxes (LLCs, C-Corp, S-Corp, Personal Income Tax) - UK taxes (Personal Tax, Corporate Tax, Capital Gains Tax, Inheritance Tax) - International taxes (UAE, Canada, Australia, Singapore, Hong Kong, Thailand, Malaysia, Cayman, BVI) - Global tax structuring (reducing tax liabilities for individuals, entrepreneurs and growing businesses) - Digital nomad taxes - Intellectual Property (Valuation, transferring and optimizing for tax) - Corporate taxes (Transfer pricing, corporate structuring, permanent establishment) - Cryptocurrency/NFT/DAO taxes
    vsuc_fltilesrefresh_TrophyIcon Tax Strategies
    International Taxation
    CPA
    IRS Income Tax Audits
    Cryptocurrency
    Taxes
    Tax Planning & Advisory
    US Taxation
    Tax Strategy
    Tax Law
    Corporate Tax
    Sales Tax
    Accounting
    Tax Preparation
    Tax Return
  • US$150 hourly

    • 5.0/5
    • (26 jobs)
    Hello, Thank you for checking out my profile, Here's a little bit about me: I specialize in providing strategic tax solutions tailored to your unique financial needs. I offer comprehensive tax preparation and advisory services for a wide range of investment entities, including Special Purpose Vehicles (SPVs), hedge funds, real estate funds, and funds of funds. Whether your investments are domestic or international, I am here to provide strategic tax solutions. I also provide personalized tax services for individuals with different types of equity compensation. After graduating with a Bachelor of Science in Accounting from Brigham Young University in 2020, I explored opportunities outside of the traditional audit services offered by firms like EY where I interned. I worked with a private equity real estate firm, assisting with underwriting and financial analysis, before moving to a New York-based taxation focused CPA firm. To deepen my understanding of the investment industry, I studied for and passed the North American Securities Administrators Association (NASAA) Series 65 Uniform Investment Adviser Law Exam administered by FINRA, I later established Triumvirate Capital Tax, where I continue to provide strategic and personalized tax solutions. I'm here to assist you with all your tax needs. Feel free to get in touch. Best regards, Adam Caruso
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    Accounting Advisory
    International Taxation
    Intuit Proconnect Tax
    CPA
    Tax Accounting
    Corporate Tax
    Tax Strategy
    IRS Income Tax Audits
    Tax Planning & Advisory
    Accounting Principles & Practices
    Intuit QuickBooks
    Tax Return
    Tax Preparation
    Certified Tax Preparer
  • US$75 hourly

    • 4.5/5
    • (34 jobs)
    Cryptocurrency Tax Expert - assisting US based customers to navigate the intricacies of cryptocurrency taxation, while keeping up to date with the latest tax rules and regulations. Reconciliation over multiple exchanges, wallets, years, DeFi transactions. Experience across multiple Crypto Tax Aggregate Software (ZenLedger, CoinTracker, Koinly), Strategic Tax Advice on cryptocurrency taxation: capital gain vs. regular incomes, accounting methods. Also offering consultations and coaching to other tax professionals. I'm an Enrolled Agent, tax expert with over 10 years of experience. Enrolled Agents are required to abide by the provisions of the Department of Treasury’s Circular 230, which provides the regulations governing the practice of Enrolled Agents before the IRS. In addition, all Enrolled Agents are subjected to a rigorous background check conducted by the IRS.
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    Cryptocurrency
    Microsoft Access
    Bookkeeping
    Tax Preparation
    Intuit QuickBooks
  • US$90 hourly

    • 4.9/5
    • (38 jobs)
    I am a highly skilled, ACCA qualified (CPA equivalent) finance professional with over a decade of expertise in financial management, analysis, planning, and modeling. I have lead and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel fee to reach out to have a conversation regarding your unique needs.
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    Month-End Close Assistance
    Cash Flow Analysis
    Microsoft Excel
    Financial Modeling
    Financial Analysis & Valuation
    International Financial Reporting Standards
    Financial Plan
    Financial Reporting
    Business Strategy
    Business Modeling
    Financial Analysis
    Financial Management
    Management Accounting
    Google Sheets
    Financial Planning
  • US$99 hourly

    • 5.0/5
    • (312 jobs)
    Is your business ready for growth and clarity? As a seasoned Fractional CFO with over 10 years of experience, I have honed my skills in financial management, strategic planning, and operational efficiency to help businesses reach their full potential. I specialize in helping start-ups and mid-sized businesses streamline their financial operations and align their financial strategies with their business goals. My passion is providing the financial leadership and acumen needed to drive growth, improve performance, and increase profitability. I thrive on the challenge of turning financial data into strategic insights that drive business decision-making. At this point in my career, I’ve worked with hundreds of clients, and just about every one of them has been completely satisfied with my service. The key to this success is delivering a massive return on investment (ROI). With my extensive experience in financial management, I have developed a deep expertise in identifying and implementing cost-saving measures, maximizing revenue streams, and optimizing budget allocation. My approach is rooted in thorough data analysis and strategic planning to ensure long-term sustainability and growth for businesses of all sizes. One of my key strengths is my ability to adapt to a wide range of industries. I have successfully navigated the unique financial landscapes of various sectors, from SaaS and manufacturing to breweries and Amazon retailers, tailoring my approach to fit each one's distinct needs. This adaptability has not only honed my versatility but has also equipped me with a broad understanding of diverse business models and market dynamics. This cross-industry experience allows me to bring fresh, interdisciplinary perspectives to the table, helping businesses to innovate and stay ahead of the curve. If you're looking to outsource your financial needs, I would love to discuss how I can assist you. Let's connect and have a quick chat about the value I can bring to your business and how I can help your business reach its full potential.
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    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Business Valuation
    Financial Modeling
    Financial Accounting
    Microsoft Excel
  • US$250 hourly

    • 4.8/5
    • (21 jobs)
    One of the best tax Experts, tax planners and tax stratergy advisors for business and individuals, Please contact only if you are looking for an expert who can help you achieve your financial goals. As a very-knowledgeable CPA, Jyoti Raj Adhikari has served countless businesses and individuals all across US with his very practical understanding of complex tax laws, rules and accounting principles and practices. Jyoti has planned and saved millions of taxes to businesses in his 17 years of career as a tax expert, Jyoti accepts only those clients who are serious about their finance and aims to hit high level rather than saving couple thousands of taxes in current year. Jyoti immersed himself in the world of Tax, Accounting and Business Consulting, helping his clients to succeed in their endeavors. He is working with numerous clients and providing them opportunity to use their valuable time to fully focus on their business and reach their full potential. Jyoti has worked for more than 10,000 different clients as a CPA, contractor, freelancer, accountant,, tax planner and a business consultant. Jyoti specializes in various areas of taxation including financial analyis for busimess aquisition; finanical health analysis, long term busimess stratergic planning,, real estate planning, stock trader’s tax matter, foreign holdings taxes, Expat taxation, capital gains tax, sec 1031 exchange and many more. He is dedicated to providing the best service possible with his team of motivated professionals.
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    Financial Audit
    Review
    Financial Accounting
    US Taxation
    Business Consulting
    CPA
    Accounting
    Tax Preparation Software
    Tax Law
    Tax Preparation
    Tax Planning & Advisory
    Payroll Accounting
    Accounting Principles & Practices
    Bookkeeping
  • US$80 hourly

    • 5.0/5
    • (19 jobs)
    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
    Financial Reporting
    Sales Tax
    Business Analysis
  • US$35 hourly

    • 5.0/5
    • (318 jobs)
    Welcome! I’m a Top Rated Plus accounting and tax professional on Upwork with 7+ years of experience, over 300 satisfied clients, and 7,500+ working hours. My goal? To provide expert tax solutions that help you minimize liabilities and maximize deductions. Expertise: Accounting & Bookkeeping: Certified in QuickBooks Online/Desktop, Xero, Wave, Zoho, and more. US Tax Preparation & Planning: Specialized in 1040 (individuals), Expat 1040, 1120 (corporations), 1120S (S corps), 1065 (partnerships), 990 (non-profits), EIN formation, and company formation. Why Choose Me? I am a Chartered Accountant (ACCA) with a Bachelor's in Professional Accountancy from Oxford Brookes University. I’ve also completed advanced studies in US Federal Taxation from the University of Illinois. With corporate accounting and tax advisory experience, I specialize in simplifying complex tax issues. My Top Skills: Tax Returns: Preparation for individuals (1040), partnerships (1065), S corps (1120S), and corporations (1120). Year-Round Accounting: Complete bookkeeping in QuickBooks, Xero, Wave, etc., for tax purposes. IFRS & GAAP Compliance: For accurate tax reporting and financial statements. Payroll Management: ADP, QuickBooks, and payroll tax filings with all US states. 1099-MISC Reporting and Sales Tax/VAT compliance for every US state. Let’s Maximize Your Tax Savings I’m committed to offering personalized strategies to reduce your tax liabilities, ensure compliance, and boost deductions for optimal tax outcomes. My work history below is only a small sample of the nearly 300+ accounting and tax jobs I've completed here on Upwork! Please refer to my tax preparation profile for tax-related projects and my accounting profile for other projects.
    vsuc_fltilesrefresh_TrophyIcon Tax Strategies
    Tax Strategy
    Taxation
    Taxes
    Tax Accounting
    Financial Statement
    CPA
    US Taxation
    Income Statement
    Tax Preparation Software
    Tax Planning & Advisory
    Tax Law
    Tax Preparation
    Tax Return
    Balance Sheet
    Bookkeeping
  • US$75 hourly

    • 4.8/5
    • (288 jobs)
    I LOVE what I do! I'm a CPA with 13+ years of experience, specializing in small to medium size businesses. Experienced with start-up operations to multi-state 3,000+ employee companies. Extensive knowledge in E-commerce, real estate, construction, retail, manufacturing, personal services, hotel, restaurant, investment accounting and financial statements on a work in progress basis. Tax return preparation for individual, partnership and corporation is a large part of my practice, on average I prepare 200-300 returns. Monthly bookkeeping services including reconciliation and journal entries are another large part of my practice. As a tax CPA, I always try to streamline clients book in the most tax-savings way! Additionally, I offer tax consultation, payroll management, business formation, back tax filings and resolution, S corporation election, US expat tax filings, FBAR filings, filing a Form 5472 and proforma 1120 for non-US foreign owners, Quickbooks setup and maintaining support, entity structure and tax planning services and financial statement compilation and review services. Located in the Metro Atlanta area, Georgia and serve clients in every region of the United States and worldwide! I focus on developing strong, long-term relationships with my clients, partnering as they achieve financial success, and profit. I also served at Georgia Gwinnett Technical College as an adjunct professor and contribute my skills and knowledge to numerous students in my community. Not only do I continue to learn and evolve my skills, but I LIKE what I do. That makes a huge difference when choosing the right freelancer to work with. Thank you for considering my services and I look forward to working with you soon!
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    Certified Tax Preparer
    S-Corporation
    Tax Strategy
    Taxes
    Tax Preparation Software
    Tax Planning & Advisory
    QuickBooks Online
    Tax Law
    Research & Development
    CPA
    Accounting Software
    Tax Preparation
    Tax Return
    Intuit QuickBooks
  • US$150 hourly

    • 5.0/5
    • (8 jobs)
    CFO with international commercial experience, a background in strategic business planning, and mergers and acquisitions. Many years' track record in advising large and small companies. Core skills: - Commercial business partner to management - Business planning and strategy - Advanced financial modeling and valuation - Investor decks and presentations - KPIs and analytical review - CFO toolbox, including accounting and reporting - Finance operations and process knowledge - Buying and selling companies and negotiating commercial agreements Successful track record in: - driving businesses outperformance - delivering business plans with a compelling narrative - raising finance, both debt and equity - cost-saving and operational improvement plans - optimizing finance operations and processes - acquisitions, business sales, and restructuring
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    Financial Writing
    Business Plan
    KPI Metric Development
    People Management
    Business Strategy
    Business Analysis
    Investor Overview
    Executive Coaching
    Financial Management
    Corporate Finance
    Capital Markets
    Business Planning & Strategy
    Fundraising
    Mergers & Acquisitions
  • US$250 hourly

    • 5.0/5
    • (110 jobs)
    I am an active CPA with multiple skills including bank financing, financial statement analysis, personal and business tax returns, business planning, financial and estate planning, SBA Disaster Loan Assistance, and operational reviews. I am current with all tax laws and accounting principles. I work with clients to provide a range of financial tools that help them meet and exceed their monetary goals. My skills include strategic planning, bank financing, compliance, budgeting, and more. Even the most successful CEOs rely on a team of experts to achieve their business goals, as it is simply impossible for one person to do it all. With a background in business consulting and extensive CPA experience, I help individuals meet and exceed their financial objectives. Working with numbers has always come easily to me, as I not only passed the CPA exam on my first try, but I also obtained Masters' degrees in Accounting and Education. I have also taught postgraduate college courses and my deep understanding of finance has allowed me to become a qualified expert witness. I founded my own CPA firm and developed partnerships with a range of clients for over 20 years. I now work as a consultant and assist my clients with financial modeling, projections, and forecasts as well as tax planning and preparation. I specialize in startups and can help with the choice of entity selection, general business planning, and much more. Whether you are in need of an operational review, a financial statement analysis, or an expert to take your financial future to the next level, I am here to help. Clients who partner with me can count on exceptional communication and work completed in a timely and thorough manner.
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    Legal Entity Structuring
    Research & Development
    Tax Strategy
    Business Valuation
    Estate Planning
    Business Coaching
    Strategic Plan
    Tax Planning & Advisory
    Mergers & Acquisitions
    Business Consulting
    CPA
    Tax Law
    Tax Preparation
  • US$250 hourly

    • 4.9/5
    • (176 jobs)
    🌟 TOP 0.1% EARNER | $750,000+ | EXPERT-VETTED CFO 🌟 I specialize in driving profitability and scaling companies through strategic financial planning, M&A expertise, and startup funding. As a Fractional CFO with over 20 years of experience, including founding and exiting startups, I bring a unique blend of strategic insight and operational excellence to every project. FRACTIONAL CFO SERVICES * Strategic Financial Planning: Developing growth strategies for profitability. * Accounting Operations Management: Streamlining financial processes for efficiency and accuracy. * Startup Funding: Crafting compelling investor pitches and negotiating favorable term sheets. M&A Support: Ensuring successful transactions through thorough valuation and due diligence. SECTOR EXPERTISE Internet Software/SaaS, Big Data, IoT, AI, Gaming, Online Marketplaces, Healthcare, Real Estate, Supply Chain, Cannabis, Retail, Telecom, Media, and Blockchain. Recently, I've supported blockchain-based startups with whitepapers, business models, and token valuation. INVESTOR & ENTREPRENEURIAL BACKGROUND * Angel Investor: Managing Partner at Golden Seeds Angel Group, offering strategic insights from an investor’s perspective. * Entrepreneur: Successfully founded and exited multiple startups, understanding the unique challenges businesses face. PROFESSIONAL EXPERIENCE Senior roles in top-tier management consulting firms, advising Fortune 100 companies, combined with deep technical expertise from AT&T Bell Labs. EDUCATION * Kellogg MBA * MS in Computer Science * BS in Electronics Engineering Numerous 5-star reviews on my profile affirm my expertise and the results I deliver. As a Top Rated Plus and Expert Vetted professional, I’m among the top 1% of talent on Upwork, consistently exceeding client expectations. Ready to scale your business and achieve your revenue goals? Let’s connect and discuss how my expertise as a Fractional CFO can drive your company's success.
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    Funding Needs Assessment
    Financial Analysis & Valuation
    Finance & Accounting
    Organizational Plan
    Process Optimization
    Operational Plan
    Mergers & Acquisitions
    Enterprise Risk Management
    Venture Capital Consulting
    Fundraising
    Financial Management
    Strategic Plan
  • US$25 hourly

    • 4.7/5
    • (20 jobs)
    I am a Chartered Accountant (CA), ASA CPA (Australia) for Business Plans, Taxation, Business & Financial Analysis, Accounting. Good knowledge regarding GAAP, IFRS, GST, VAT, Custom and Excise Duties, Direct Tax Accounting Principles, Bookkeeping. Job Oriented, Hardworking, Patient, Honest, Dedicated, enthusiastic freelancer from India. For the past 10 years experience in Accounts and Auditing. I have good knowledge of IFRS, US Gaap, European VAT and many accounting softwares.
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    Fathom Applications Fathom
    Financial Planning
    Financial Analysis
    Financial Modeling
    QuickBooks Online
    Wave Accounting
    Xero
    International Accounting Standards
    Month-End Close Assistance
    Budget Management
    Cash Flow Statement
    Financial Projection
    Financial Report
    Chart of Accounts
  • US$150 hourly

    • 5.0/5
    • (33 jobs)
    I am the current Founder & CEO of Sweetberry, a healthy fast-casual chain with locations across the United States. This is currently my 2nd National Restaurant Chain, as I exited my first one with a buyout. I have opened over 30 corporate/franchise restaurants over the past ten years. I frequently speak at restaurant conferences about scaling chains and restaurant technology. In 2020 I won QSR's Top 40 Emerging Concepts and Fast Casuals Top 100 Movers and Shakers. You can Google my name, "Desi Saran," for reference. FastCasual.com and Entrepreneur.com have recognized Sweetberry as 2020's hottest startup fast casuals, 2019 Franchises of the Future, and 2020 Top 100 Movers & Shakers. I am on here looking to help and advise startups, restauranteurs, and business owners. I can provide a wealth of knowledge on starting from scratch, structuring companies, brand development, marketing, tech infrastructure, marketing, finance, franchise, etc. For restaurant expertise, I can help with everything from interior design, commercial real estate, menu engineering, and financial modeling to franchising and growth.
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    Retail Design
    Retail
    Food & Supplements
    Fast Food
    Food
    Franchise
    Hospitality
    Restaurant Menu
    Brand Development
    Restaurant
    Business Consulting
    Restaurant & Bar Design
    Retail & Consumer Goods
    Food & Beverage
    Management Consulting
  • US$150 hourly

    • 5.0/5
    • (8 jobs)
    Summary of Qualifications • Strategic results-driven accomplished CFO, CEO, COO, CIO, consultant, independent contractor, C-Suite coach, & project manager providing innovative strategic solutions based on deep understanding of business needs, values and objectives, resulting in improved efficiency, mitigated risk, and increased employee and customer satisfaction. • Professional business & financial consulting services with over 30 years of experience in a wide variety of industries & systems doing viability and turnaround Pareto Analysis delivering insightful nimble budgeting and forecasting systems, strategic planning, project management, business viability review and analysis, and increasing systems efficiency. • Custom development of my proprietary Living ForecastingTM, Rolling ForecastingTM, and Decision Support Systems that effectively financially forecast the future with enough time for management to respond and correct; to avoid catastrophic cash flow issues and take advantage of short-term opportunities. • Experience in business analysis, finance, and performing statistical analysis. Strong experience in data modeling and mining, and able to provide easy to understand executive dashboards, sales pipelines, ad hoc data analysis for clients. Recognized for clear presentation and communication of complex issues and solutions to financial, and non-financial stakeholders. • Board of Directors presentations of financial and objectives results, with live Executive Dashboards • Auditor, Tax, SEC 10Q/K, and multilanguage world-wide financial presentations and reporting • Employee Engagement for increased employee satisfaction and bottom-line performance • Demonstrates strong leadership, team building, collaboration and facilitation skills with excellent organization, people, communication, writing, and visual presentation skills. • Data modeling, validation, accuracy and integrity testing, data risk analysis, and probability of outliers. • Extensive experience in technical writing corporate policies applied to field and Information Technology (IT) particularly in all facets of software and hardware specifications. • Experienced with state-of-the-art OLAP & WEB financial planning, reporting, analysis & metrics tools. • Wide business process and systems re-engineering and efficiency analyst. Ability to create automated systems that substantially reduce time and ensure completeness and accuracy. • Expert Advanced Excel Power User and knowledgeable of MS Office solutions. Experience with of a number of scalable databases such as PowerBI, TM1, PowerOLAP, SQL, Oracle, Access, SAP, XLQ and with Excel front ends for terabytes of data. Including analysis of what system is best for the application and creation of new more useful datasets and marketing pipelines. • Team Leader Vision Holder via clear staff objectives, training, accountability, & performance reviews • Experience in global operations, manufacturing & trade between US, UK, China, Korea and Australia. • Data and statistical analysis, technical writing, web development, forecasting the cost of projects. • Team Lead in the design and prototyping new systems for the purpose of enhancing business processes, operations and information process flow. • Creative thinker; Strong analytic, negotiating, problem solving, and resolutions skills and abilities. • Seasoned Leader and Change Agent and with strong interpersonal skills that can see the big picture and still manage complex details leading cross functional and cultural teams to effectively develop new and better systems, processes; delivering results in fast paced ambiguous environments under tight deadlines.
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    Business Cases
    Tax Strategy
    Supervision
    Company Valuation
    Business Plan
    People Management
    Investment Strategy
    Corporate Governance
    Shareholder Relationship
  • US$175 hourly

    • 5.0/5
    • (337 jobs)
    I am a Certified Public Accountant (CPA) specialized in providing tax preparation and consulting for small businesses, individuals, and foreigners (both individual and businesses). Particularly in the following areas: LLC, Partnership, S-Corporation, and C-Corporation tax returns and planning Gift and Estate Tax (Form 706 and 709) Individual Tax Return Foreign Partner Withholding US Person With Respect to Certain Foreign Corporation (Form 5471) Foreign-Owned U.S. Corporation or Foreign Corporation Information Return (Form 5742) Business Property Tax Filing (Form 571-L) Gift from Foreign Person, Trust or Estates (From 3520) Moreover, I have experience using Quickbooks, Microsoft Excel, and tax preparation softwares such as Thomson Reuters - UltraTax CS. Therefore, I can also provide the following services: Bookkeeping QuickBooks Consulting
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    Intuit Lacerte Tax
    International Taxation
    Xero
    Financial Accounting
    Corporate Tax
    GAAP
    US Taxation
    Intuit QuickBooks
    Bookkeeping
    Tax Preparation
    Microsoft Excel
  • US$150 hourly

    • 5.0/5
    • (6 jobs)
    Hands on Startup and SMB experience to share. Help in getting your company off the ground or scaling your business to new levels. I can do a onetime project or an ongoing support function. Nothing it too small or too large to tackle. I focus on your needs and your business. I enjoy being part of your success. I have a strong accounting and finance background initially with major corporations and most recently with small or startup companies. My experience as CEO/COO/CFO has been in building complete financial and business plans and presentations including pitch decks using Excel and other tools that become part of a total package. I currently work with startups and small to medium size companies on a fractional basis assisting them with their business planning and their day to day accounting and business needs. I can quickly understand any business model, pull together available information, and identify missing items to grow a business. I work to understand the operations side of a business which makes my plans very functional and real-life more than just data entry. Tying together the Balance Sheet, Profit and Loss Statement and Cash Flow Statement presents a total picture. My education includes a BSBA in Business with an Accounting Major and an MBA in Management and International Business. Examples of my role: Fractional COO -Business operations -Supply chain development -Organizational structure -Budgeting and forecasting Fractional CFO -Manage your accounting -Prepare business plans -Cash management -Budgeting and forecasting Financial Consulting -Business plans -Product pricing -Strategic planning -Capital investment analysis Startup Consulting -Pitch deck support -Financial forecasts -Business modeling -Fund raising assistance Business Coach -Your personal Sounding Board -Business plan reviews -Growth strategies -Team building I work hourly, by the project or on a monthly retainer basis.
    vsuc_fltilesrefresh_TrophyIcon Tax Strategies
    Accounting Principles & Practices
    Startup Consulting
    Workday Adaptive Planning
    Business Planning & Strategy
    Corporate Finance
    Business Consulting
    Organizational Design & Effectiveness
    Financial Analysis
    Operational Plan
    Budget Management
  • US$30 hourly

    • 4.8/5
    • (93 jobs)
    I am a professional Quickbooks Online, Xero, Wave and Zoho bookkeeper with a passion for helping real estate investors, hotel and restaurant owners, Shopify Sellers, digital entrepreneurs, start-up companies and generally small business owners in giving clarity on their financials by doing accurate and complete bookkeeping. I also help small business owners in saving money on taxes by implementing effective tax strategies in their financial records. I am experienced in using Quickbooks Online, Xero, Wave, Zoho; Paypal/Stripe/Square Reconciliation and Multi-currency bookkeeping. I am also knowledgeable and experienced in the application of US GAAP and Taxation, Canadian and Australian Accounting and bookkeeping standards. I can help in the correct recording of Sales Tax and Goods and Services Tax (GST) for Canadian and Australian small business owners. I am expert in CLEAN UP projects and accounts RECONCILIATION. Some of my expertise includes: • Residential and Commercial Real Estate bookkeeping • E-commerce bookkeeping • Hotel and Restaurant Bookkeeping • Startup Bookkeeping • Digital Marketing Agency • Freelancers and Contractors • Gaming Company • Paypal/Stripe and other Payment Channels Reconciliations • Multi-currency Bookkeeping • Tax Strategies for US, Canada and Australia MY EXPERIENCE. I helped clean and organize my clients' books by performing the proper workflows in bookkeeping. I made sure that their income and expenses are accurate and complete. I coordinated well with their accountants for tax strategies and helped in the preparation of tax returns filing. MY QUESTIONS TO YOU ❓Do you want to spend more time growing your business? ❓Is your company formed years ago but there is no record keeping? ❓Are your books outdated and need clean-up and catch-up? ❓Are you someone that tried categorizing transactions but is not sure if you have done it right? ❓Are you someone that saw duplicate sales income in your books but don't know how to correct it? ❓Do you have property purchase or sell transactions and find it hard how to record them? Let me help you. Here's what I can do for you: 1. Set up your accounting software (Quickbooks Online or Xero) from scratch. 2. Set up an industry-specific chart of accounts 3. Categorize transactions. 4. Bank Reconciliation 5. Posting journal entries 6. Clean up previous years 7. Catch up on recent year 8. Prepare financial reports 9. Assist in tax filing preparation WHAT YOU CAN DO? Invite me to an interview and let us hop on a chat or call to discuss your current needs. Thank you and I am excited to meet you. Melona Your Experienced Bookkeeper
    vsuc_fltilesrefresh_TrophyIcon Tax Strategies
    Shopify
    Real Estate
    Stripe
    PayPal
    Tax Strategy
    QuickBooks Online
    Xero
    Accounting Basics
    Intuit QuickBooks
    Microsoft Excel
    Bank Reconciliation
    Income Statement
    Account Reconciliation
    Bookkeeping
    Chart of Accounts
  • US$70 hourly

    • 4.8/5
    • (100 jobs)
    Finance professional, successfully completed finance digitalisation, automation, ERP implementation and consolidated management reporting build-up projects, Smartsheet Product Certified User, Airtable Consultant -former CFO- CPA, QuickBooks ProAdvisor, working for multinational companies (Air France, Motorola and Carlsberg), having more than 15 years of experience in Financial Management. Proven track record in financial planning, analysis, accounting, treasury, taxation, audit, system implementation (Oracle and Microsoft Navision, Quickbooks, Xero) US GAAP and IFRS reporting, international VAT, compensation and benefits, HR, process mapping and engineering. Extensive use of Hyperion financial data warehouse and Smartsheet project management tool.
    vsuc_fltilesrefresh_TrophyIcon Tax Strategies
    Accounting Software
    Xero
    Financial Statement
    Financial Planning
    Value-Added Tax
    Smartsheet
    Financial Reporting
    Financial Management
    Corporate Finance
    Financial Analysis
    Microsoft Excel
    Intuit QuickBooks
  • US$129 hourly

    • 5.0/5
    • (143 jobs)
    A data analyst and chartered accountant with an MBA, I have excellent finance, data analysis and data visualisation skills. My work is easy to understand and follow, and is therefore appropriate for both a technical and a non-technical audience.
    vsuc_fltilesrefresh_TrophyIcon Tax Strategies
    Chartered Global Management Accountant
    Marketing Analytics
    Google Analytics
    Tableau
    Management Accounting
    Business Planning & Strategy
    Data Visualization
    Management Consulting
    Financial Modeling
    Business Cases
    Business Plan
    Business Analysis
    Financial Analysis
    Strategic Plan
  • US$78 hourly

    • 4.9/5
    • (84 jobs)
    🏆UPWORK TOP RATED⭐️⭐️⭐️⭐️⭐️🏆 I am a seasoned Certified Public Accountant and Financial and Strategy Consultant with over 15 years of professional experience. Throughout my career, I have worked extensively in the technology, digital, venture capital, and service sectors in active roles and as an advisor. I have successfully advised over 20 startups and early-stage clients, helping them raise tens of millions in equity across various industries, including consumer goods, eCommerce, digital media, software, real estate, and services. My core strengths include: ✅ Startup Consulting: From ideation and business modeling to capital raising and scaling, I provide comprehensive support to startups at every stage of their journey. ✅ Financial Modeling: I specialize in financial modeling for SaaS, eCommerce, real estate, and project finance, helping businesses make informed decisions. ✅ Business and Financial Plans: I develop tailored business and financial plans for startups, early-stage ventures, and mid-size companies, enabling them to drive growth and achieve their objectives. ✅ Venture Capital and Valuation: I offer expertise in venture capital and valuation, providing guidance and support throughout fundraising. ✅ Cap Table Management: I assist startups in managing their capitalization tables, ensuring accurate ownership and equity distribution. ✅ Pitch Deck and Investor-Ready Presentations: I help startups create compelling pitch decks and presentations that resonate with investors and attract funding. ✅ Crypto Tokenomics Modeling: I specialize in modeling crypto tokenomics for Web3, NFT, DeFi, and DAO projects. ✅ Pricing Strategies and Analytics: I provide insights into pricing strategies and utilize analytics to optimize business performance. ✅ Business Analytics and Visualization: I leverage data analytics and visualization tools to drive strategic decision-making and improve business outcomes. ✅ Growth Strategy and Marketing Analytics: I assist businesses in developing growth strategies and leverage marketing analytics to identify opportunities and drive success. ✅ Financial Planning and Forecasting: I excel in financial planning, budget preparation, and creating accurate financial forecasts to support business planning and decision-making. ✅ Establishing Business Metrics and KPIs: I help businesses establish meaningful metrics and key performance indicators (KPIs) tailored to SaaS, eCommerce, and software industries. ✅ M&A Support and Due Diligence: I provide support in mergers and acquisitions, conducting thorough due diligence to ensure successful transactions. ✅ Fractional CFO/Controllership and Managed Accounting Services: I offer fractional CFO/controllership services, providing businesses with high-level financial expertise on a part-time basis. Additionally, I provide managed accounting services to streamline financial operations. I enjoy freelancing as it allows me to help Startups and early-stage and mid-size companies develop and operationalize their growth plans and value-accretive activities. I look forward to helping you improve your business plan, optimize your sales operations, unlock your financial and operational data into strategic and actionable insights, and help fix any operational issues you may face. If you are looking for a knowledgeable and experienced professional who can provide comprehensive financial and strategic guidance, please reach out. I am dedicated to helping businesses thrive and achieve their goals. 📍“Outstanding as always. We were given feedback from one of the largest VCs in the world on what a high-quality valuation Anthony prepared."⭐️⭐️⭐️⭐️⭐️ 📍"Extremely efficient, very knowledgeable, knows how to create and present a financial information. Very easy to follow for non finance educated people and can easily be updated. Get Anthony involved in your project before he is booked by someone else."⭐️⭐️⭐️⭐️⭐️ 📍"I had a financial modeling project for a mobile app venture. Anthony took baseline assumptions and built out a 5 year plan - AND - the spreadsheet is a tool to run the business. He really exceeded exceptions and I look forward to using him again."⭐️⭐️⭐️⭐️⭐️ 📍"It was such a pleasure working with Anthony. He gave me more than I asked for. He really knows what he's doing, he takes initiative and delivers on time. I plan on rehiring you again, thank you. :)"⭐️⭐️⭐️⭐️⭐️ 📍"Anthony is a highly knowledgeable and talented individual. His approach to his work is unparalleled. Would recommend him in a heartbeat!"⭐️⭐️⭐️⭐️⭐️ 📍"Anthony was fantastic to work with and I would have no hesitation in recommending his services to anyone. His knowledge and quality of his work was great and was always available and easy to deal with. He went above and beyond what was required for the job and his contribution to the project was just what we required."⭐️⭐️⭐️⭐️⭐️
    vsuc_fltilesrefresh_TrophyIcon Tax Strategies
    Cash Flow Analysis
    Cost Analysis
    Cash Flow Modeling
    Venture Capital
    Pitch Deck
    Startup Consulting
    Financial Model
    Financial Reporting
    Financial Statement
    Business Valuation
    Real Estate Financial Modeling
    Company Valuation
    Financial Projection
    Financial Analysis
    Financial Modeling
  • US$495 hourly

    • 5.0/5
    • (1,219 jobs)
    IF YOU'D LIKE TO WATCH THE UPWORK WEBINAR I DID ON BUSINESS ORGANIZATIONS -- ADD THIS TO UPWORK.COM IN THE ADDRESS BAR: community/events/upwork-live-tips-and-tricks-for-starting-a-business-in-the-us. I am an attorney and accountant, and was a professor of finance and law at the University of Southern California where I taught business law, real estate and accounting. I have saved clients millions of dollars through insight and experience in negotiating and drafting contracts and a thorough understanding of accounting; and how the legal and financial elements affect one another. If you're considering starting your own business or you have started your own business you may find the book "You Want To Be An Entrepreneur" extremely useful. Search for that title on Amazon or see my portfolio below. I am considered an expert in licensing/franchising and brand management, and am one of the most experienced executives in the hospitality/entertainment fields. I have been an owner, operator, executive and consultant with more than 20 years in product and brand licensing for such world-famous entities as the Rolling Stones, Playboy, Warner Bros. and Penthouse. Additional info on LinkedIn.
    vsuc_fltilesrefresh_TrophyIcon Tax Strategies
    Trademark
    Mergers & Acquisitions
    Post-Merger Integration
    Due Diligence
    International Taxation
    Corporate Law
    Business Plan
    Contract Drafting
    Licensing
    Brand Licensing
    Contract Law
    Legal Consulting
    Intellectual Property Law
    Financial Projection
  • US$50 hourly

    • 4.2/5
    • (115 jobs)
    Hello! I'm a member of the American Board of Forensic Accounting, ABFA, and hold the CRFAC and RFI designations. I'm also an IRS Enrolled Agent, a Canadian CPA, a Chartered Accountant, and a certified member of the Association of Chartered Certified Accountants (ACCA)! ACCA is the global professional accountant's body with international recognition in about 175 countries. In addition, I also hold a certification in US international Tax and Master in Professional Accountancy! Just for a little more clarification for those may need it, the Enrolled Agent (or EA) credential is held by a tax practitioner who is federally-authorized and empowered by the U.S. Department of the Treasury to practice! Enrolled Agents represent taxpayers before the Internal Revenue Service (IRS) for tax issues that include audits, collections and appeals. Enrolled Agent status is the highest credential awarded by the IRS and it's recognized across all 50 states in the USA. I have been an accountant, bookkeeper, and tax practitioner for many years. I have a vibrant background in Investigative and Forensic Accounting, Tax planning, Tax Preparation, IFRS adoption procedures, Corporate Governance, Business Process Re-engineering, Taxation (US, UK, Canada and Ghana), Software Selection & Deployment, and practices that impact the bottom line. I am a QuickBooks Advanced ProAdvisor certified in both the United States and Canada and have experience in many other proprietary accounting and ERP software programs, including but not limited to Excel, Airtables, QuickBooks, Tally Accounting, CINC Systems, turbo tax and ProConnect Tax Online, and Larcet! I have worked with companies of various sizes and structures. I have held leadership positions for many years over my 20 plus career life. I worked for Intuit QuickBooks for years and then with Legal Zoom Tax and Turbo Tax as a Tax Manager! I currently run my own accounting/tax business in North Carolina. You may visit our website at aryeeat.com to learn more about me. Please note the rate above is our base rate and is subject to change due to case complexity. Prices for any other services/requests will be negotiated prior to service commencement. Thanks for the opportunity to serve. I look forward to speaking with you! Warm regards, Christopher T. Aryee, MScPAcc, EA, CA, CRFAC, RFI, CGA, FCCA
    vsuc_fltilesrefresh_TrophyIcon Tax Strategies
    Tax Planning & Advisory
    IRS Resolution
    Cryptocurrency
    Certified Tax Preparer
    Digital Forensics
    Tax Law Compliance
    International Financial Reporting Standards
    Tax Strategy
    Business Valuation
    International Taxation
    IRS Income Tax Audits
    Bookkeeping
    Intuit QuickBooks
    Tax Return
    Payroll Accounting
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