You will get Personalized bookkeeping for your business needs
Top Rated
You will get Personalized bookkeeping for your business needs
$0 - $10k in monthly expenses
Personalized bookkeeping for your business needs $0 - $10k in monthly expenses
- Delivery time 15 days
15 days
delivery —
27 Oct 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Vikram gets paid once you are satisfied with the work.
Project details
Will provide all features
Bank, Card and Payment Connections
Seamless QuickBooks Integration
Consolidated Transaction View
Dedicated bookkeeping team
Built-in Bookkeeper Collaboration
Monthly Books Closing Guarantee
Vendor and Customer Management
Subscriptions Management
Cloud File Forward and Organizer
Accounts Receivables and Payables
Invoicing and Collection
Bill Tracking
Add Multiple Businesses
Roles and Permissions
Single Sign On
Online Financial Statements
P&L and Balance Sheets
Cash Flow Statement
Monthly Reconciliation: Reconcile bank accounts, credit card statements, and other financial accounts at the end of each month to ensure that all transactions are accurately recorded and accounted for.
Accounts Receivable and Payable Aging: Monitor aging reports for accounts receivable and accounts payable to track overdue payments and manage cash flow effectively.
Payroll Processing: If applicable, process monthly payroll, including calculating wages, taxes, and benefits, and ensuring accurate payroll tax filings.
Tax Compliance: Stay updated on monthly tax obligations, such as sales tax filings, and ensure compliance with relevant tax regulations.
Bank, Card and Payment Connections
Seamless QuickBooks Integration
Consolidated Transaction View
Dedicated bookkeeping team
Built-in Bookkeeper Collaboration
Monthly Books Closing Guarantee
Vendor and Customer Management
Subscriptions Management
Cloud File Forward and Organizer
Accounts Receivables and Payables
Invoicing and Collection
Bill Tracking
Add Multiple Businesses
Roles and Permissions
Single Sign On
Online Financial Statements
P&L and Balance Sheets
Cash Flow Statement
Monthly Reconciliation: Reconcile bank accounts, credit card statements, and other financial accounts at the end of each month to ensure that all transactions are accurately recorded and accounted for.
Accounts Receivable and Payable Aging: Monitor aging reports for accounts receivable and accounts payable to track overdue payments and manage cash flow effectively.
Payroll Processing: If applicable, process monthly payroll, including calculating wages, taxes, and benefits, and ensuring accurate payroll tax filings.
Tax Compliance: Stay updated on monthly tax obligations, such as sales tax filings, and ensure compliance with relevant tax regulations.
Industry
Business Services & Consulting, Financial ServicesTarget Country
WorldwideWhat's included
| Service tiers |
Starter
US$299
|
Standard
US$399
|
Advanced
US$499
|
|---|---|---|---|
| Delivery time | 15 days | 15 days | 15 days |
Optional add-ons
You can add these on the next page.
Fast delivery
+US$100 - US$400
77 reviews
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WI
Wfonofien I.
6 Oct 2024
Closing C-corp NYC
Did a great job helping me with my taxes. They were knowledgeable, efficient, and made the process much easier for me. I highly recommend their services
AB
Avneet B.
10 Sept 2024
Review of IRS form 5472
TB
Todd B.
12 Aug 2024
Amend LLC Tax Return from 2023
AE
Alejandro E.
17 Jul 2024
Business Registration
I have hired Vikram multiple times and he always exceeds my expectations. Thanks again.
KT
Kadir T.
9 Jul 2024
Sales tax filing for 3 quarters
good job
About Vikram
Litigation Consultant + USA IRS Tax Prep e-Filing Sales Tax Compliance
98%
Job Success
Albany, United States - 9:57 am local time
Case Text /WestLaw /Lexis Nexis Legal Research and Drafting
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Litigation Appellate Brief Writing for all Federal and State Courts
Highly experienced in Litigation Support (US TAX Court, Family, Divorce, Custody, Tax, Immigration, Civil, Personal Injury, Litigation etc.)
20 years of Law related experience particularly 11 years of experience as independent Tax Preparer, Paralegal, Legal Document Assistant in California and Nevada to Attorneys and ProSe clients.
Experience of Lexis / Westlaw Research and Litigation drafting experience of Complaints, Cross Complaints, Motions, Demurrer, Discovery, e-Discovery, Appeals etc. for Federal Courts, CA, NY, NJ, NV, MA, GA, WI, IL, IA, FL, KY and TX courts for Attorneys’ and Pro Se Clients’.
Dealt with Breach of Contract, Family (Divorce, Custody, Modification, Omitted Assets), Trademarks /Patent (filing, response to office action and litigation drafting), (commercial and residential) Evictions, PI, Asylum, EEOC, Bankruptcy, US Tax Court, Criminal Appeals, SaaS Agreement, Incorporations, SEC BlueSky filings etc.
I am a highly experienced in all litigation, family law, Eviction (landlord-tenant), breach of contracts, EEOC, corporate, and bankruptcy law. Expert in all 50 California County courts and local forms needed, and Appellate filing (briefs and appendix). I have completed numerous State and federal filings in California, Nevada, MA, TX, WI, IL, IA,FL and others.
Below are some of the services offered:
- Submission of Approved E-filings
- Document Revisions
- Formatting pleadings
- Table of Contents
- Table of Authorities
- Appendix of Authorities
- Index of Exhibits
- Excerpts of Record
- Judicial Council forms (including Local)
- Formatting Appellate briefs
- Bates labeling
- Subpoenas
- Trial preparation
- Discovery ( Interrogatories, Request for admission, Production of docs)
and much more
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We provide following services for your Law Firm and Pro Se Clients:
Bankruptcy Paralegal
Litigation Paralegal
Legal Assistant
Law Clerk
Law Graduate
Case Manager
Case Intake Specialist
Legal Research Assistant
Family law Paralegal
Foreclosure Paralegal
Corporate Paralegal
Eviction Paralegal
Personal Injury Paralegal
IP & Trademark, Patent Paralegal
Estate Paralegal
Estate Accountant
Law Firm Trust Accountant
Law Firm Accountant
Law Firm Bookkeeper
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Nationwide USA IRS Taxation: Sales Tax Compliance Reporting and Filing
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Fractional CFO: Book-Keeping and Accounting
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Reporting directly to the CEO and the Board of Directors, Consultant shall be responsible for oversight of
#Financial Reporting,
#Implementing Financial and Accounting Policies,
#Managing Finance and Accounting teams and acting as Strategic business partner to the senior executive leadership team.
Scope of work may include, but not be limited to, the oversight and/or direct completion of the following:
● Communicate, engage and interact with Board of Directors and Executive Leadership Team
● Assist with the creation and establishment yearly financial objectives that align with the company’s plan for growth and expansion
● Recruit, interview, hire and manage finance, accounting and payroll staff as required
● Serve as a key member of executive leadership team
● Participate in pivotal decisions as they relate to strategic initiatives and operational models
● Interact with and bring department into line with Board of Directors’ plans, initiatives and recommendations
● Implement policies, procedures and processes as deemed appropriate by senior leadership team
● Develop, improve and issue timely monthly financial records and reports for the CEO following GAAP principals
● Assist with managing cash flow planning process and ensure funds availability
● Oversee weekly cash management and AP Department, approve large payables, sign checks, authorize large wires and ACHs
● Oversee cash, investments and asset management area
● Maintain outstanding banking relationships and strategic alliances with vendors and business partners
● Supervise Accounts Receivable management and provide guidance relating to the collection process
● Safeguard assets and assure accurate and timely recording of all transactions by implementing disciplines of internal audits, controls and checks across all accounting related departments
● Prepare reports required by regulatory agencies
● Assist in preparation of company tax returns
● Review and ensure application of appropriate internal controls, SOX compliance and financial procedures
Steps for completing your project
After purchasing the project, send requirements so Vikram can start the project.
Delivery time starts when Vikram receives requirements from you.
Vikram works on your project following the steps below.
Revisions may occur after the delivery date.
On Monthly Basis Gather Financial Documents
Collect all relevant financial documents, such as receipts, invoices, bank and credit card statements, and any other records of financial transactions.
On Monthly Basis Record Transactions
Enter all financial transactions into the appropriate accounting journals or software. This includes income, expenses, assets, liabilities, and equity transactions.