Hire the best Account Reconciliation Specialists in California
Check out Account Reconciliation Specialists in California with the skills you need for your next job.
- $150 hourly
- 5.0/5
- (10 jobs)
Welcome to Venture West Bookkeeping & Tax Solutions! I am an Enrolled Agent, Fractional CFO, and seasoned Bookkeeper with a passion for providing comprehensive financial solutions to businesses of all sizes. Services Offered: Bookkeeping Excellence: From day-to-day transactions to complex financial reporting, I ensure your books are meticulously organized and compliant with industry standards. Tax Strategy: As an Enrolled Agent, I specialize in navigating the intricate landscape of taxation. I provide expert guidance on tax planning, preparation, and compliance, helping you minimize liabilities and maximize returns. Fractional CFO Services: Gain access to strategic financial insights without the overhead of a full-time CFO. I offer fractional CFO services tailored to your business needs, including budgeting, forecasting, and financial analysis. Why Choose Us: Expertise: With years of experience in financial management and taxation, I bring a wealth of knowledge to every client engagement. Personalized Approach: I understand that every business is unique. That's why I work closely with my clients to develop customized solutions that align with their goals and objectives. Reliability: At Venture West, integrity and reliability are at the core of everything we do. You can trust us to deliver timely, accurate, and confidential services, every time. Partner with Venture West Bookkeeping & Tax Solutions today and experience the difference that expert financial management can make for your business.Account Reconciliation
Financial ReportAccount ManagementGustoKPI Metric DevelopmentBookkeepingAccounts PayableBudget ManagementPayroll AccountingBalance SheetIntuit QuickBooks - $35 hourly
- 5.0/5
- (14 jobs)
If you are in need of a professional bookkeeper to set up and maintain your accounting books in compliance with Accounting Principals and tax regulations, look no further. I am a Certified bookkeeper with Accounting Degree, specializing in Corporate, LLC and Solo Proprietor bookkeeping. I also have obsession with fixing incorrectly setup and maintained books. No mess is too hard for me. And I train business owners to correctly use QBO, if they have to use it on their end. I provide monthly, quarterly or year-end (your choice) clean and accurate Financial Statements with evaluation of earnings and spending. Additional services: 1099NEC filing, sales tax return services, business property tax, DBA startups and SOI filing.Account Reconciliation
Accounting Principles & PracticesSales TaxMicrosoft OfficeFinancial StatementAccounts Receivable ManagementAccounts Payable ManagementBank ReconciliationMicrosoft ExcelCash Flow StatementTransaction Data EntryBookkeepingBalance SheetAccounting BasicsIntuit QuickBooks - $50 hourly
- 4.8/5
- (24 jobs)
An Accountant/Bookkeeper and a tax preparer with over 10 years’ experience in analysis, preparation, maintenance and reports of various financial records, accounts and funds. A career supported by a Bachelor's of Science in Accounting, Master's degree in Business Administration and a certified US Army Finance Technician. I am a Quickbooks Online Certified ProAdvisor (Advanced) with vast knowledge on a lot of accounting software; Quickbook Desktop, Ajera, Freshbooks, also software like Bill.com, Microsoft excel, Word, Powerpoint, QODBC. I handle setup and maintenance of accounting systems for clients that belong to different industry sectors, such as Real Estate, E-Commerce/Retail, Medical, Construction, Marketing & Consulting, and Hospitality. - Accounts Receivable and Accounts Payable management - Payroll and Payroll taxes for various industries. - Advance use of QuickBooks applications, Wave, FreshBooks, Xero applications. - 3rd party business application integration with Xero, Wave and QuickBooks Online - Financial Reporting & Year End Accounts - Sales Tax Compliance and Preparation of Sales Tax Reports - Filing of Returns - Consistent Upkeep and Management (Weekly, Every Two Weeks, Monthly, etc.) - Accounting Software Setup, Organization, and/or Management - Item List and Chart of Account Organization - Bank and Credit Card Reconciliations Kindly reach out today, let's talk!Account Reconciliation
Business ManagementAccounts Payable ManagementLight BookkeepingSpreadsheet SoftwareInvoicingBookkeepingFinancial AuditBank ReconciliationCost AnalysisAccounts ReceivableFinancial ReportAccounts PayableIntuit QuickBooksAccounting Basics - $125 hourly
- 5.0/5
- (9 jobs)
Hi, I'm Karryn! I am a skilled remote Bookkeeper and Office Manager with over six years of experience. I specialize in bookkeeping and office administration for real estate related firms, and I have a proven track record of delivering high-quality results for my clients. Throughout my career, I have worked with clients in various real estate industries, including residential construction, architecture, HOA management, real estate development, and real estate brokerage. Despite my focus in real estate, I also support a mix of small businesses ranging from law firms to software development companies. I am committed to delivering exceptional work and exceeding my clients' expectations, and I take pride in my ability to communicate effectively and collaborate with my clients to achieve their goals. I am organized and efficient, and I am proficient in Excel and certified in Quickbooks Online. I am always eager to learn and expand my skill set, and I enjoy taking on new challenges and projects.Account Reconciliation
QuickBooks EnterpriseChart of AccountsFinancial ReportingReal EstateIncome StatementInvoicingQuickBooks OnlineTax PreparationBank ReconciliationAccounts PayableAccounts ReceivableMicrosoft ExcelIntuit QuickBooksBookkeeping - $50 hourly
- 4.9/5
- (19 jobs)
Looking for TOP-TIER bookkeeping and accounting services from an accountant who truly cares about your success? GREAT NEWS! I take pride in helping small to medium-sized business owners grow and work toward their own financial goals. By providing elite accounting services, I give my clients financial reports that they can count on and use to make important business decisions to increase their income and cut unnecessary costs. By focusing on accuracy and efficiency, I also help my clients protect their cash flow enabling them to reinvest that money into other items like marketing or staffing costs to help support their growth. I strongly believe that an investment in my services will produce an immensely large return for you and your business by giving you clarity about your business's financial state month over month. Although I am new to Upwork, I am a seasoned bookkeeper and accountant with vast experience in bookkeeping, accounts receivable, payroll, tax preparation, and more. When it comes to accounting, I have basically done it all, but I enjoy learning more each day. I have also had success helping small businesses grow their income and clientele. I also have plenty of experience leading teams and communicating with my clients' customers to aid with collection, billing, or any finance-related questions. I have experience in all aspects of full-cycle accounting including: -Independent QuickBooks Services including setup and bookkeeping: *in portfolio, you'll see a portion of the list of my clients I have setup in QuickBooks Online from the start -Daily Categorization of General Ledger Accounts -Monthly Reconciliation of all bank accounts and credit cards -Accounts Receivable (invoicing, client communication, collection, received payments, deposits, aging summaries, deposit detail reports etc.) -Financial Reports export and thorough analysis with business owners, teaching them about how to read a PNL, Balance Sheet, and other important financial reports: *in portfolio, you will see a redacted export of company financials that I single-handedly produced for one of my current clients earlier this year -Tax Preparation (Forms 1040, 1120-S, 1065, and 1120) -Payroll (Gusto, running payroll, tip allocation calculations, notice & compliance help, etc.) Very extensive use and knowledge of the following software: - QuickBooks Online - Gusto - Microsoft Excel - Google Workspace - Dropbox - And more Looking for short-term assistance with a finance project or a long-term accounting solution? I am here to help. Open and available NOW for hourly rates, fixed-price quotes, and recurring work!Account Reconciliation
AccountingFinancial AnalysisFinancial StatementIncome StatementFinancial ConsultingFinance & AccountingQuickBooks OnlineIntuit QuickBooksMicrosoft ExcelAccounts PayablePayroll AccountingBalance SheetBudget ManagementBookkeeping - $45 hourly
- 5.0/5
- (8 jobs)
I love helping clients with their books! I’m a bookkeeper with more than 7 years experience in all aspects of accounting: Accounts Receivable (Invoicing Customers), Accounts Payable (Paying the Bills), Account Reconciliation (balancing your statements), Payroll, Generating Reports, Account Clean up, Account Catch up, etc. I am very detail oriented. I am a certified advanced QuickBooks Online ProAdvisor. I'm a certified Xero advisor. I am also a certified QuickBooks Online Payroll ProAdvisor. I am a certified Expert with bill.com and I’m Hubdoc certified. I’ve also passed the Intuit Academy Bookkeeping Exam, and I am ready to help you with all your QuickBooks and bookkeeping needs!Account Reconciliation
XeroWave AccountingAccounting ReportChart of AccountsAccountingJournal EntriesGoogle SheetsQuickBooks OnlineBookkeepingAccounts PayableBank ReconciliationAccounts ReceivableMicrosoft ExcelIntuit QuickBooks - $60 hourly
- 5.0/5
- (101 jobs)
✅ Professional Bookkeeper with over 6 Years of Specialized Experience in Accounting and Tax Filing ✅ QuickBooks Pro Advisor Elite ✅ Expert in Tax Filing and Preparation Are you seeking a reliable and highly skilled bookkeeper to streamline your financial processes and provide peace of mind? Look no further. With over six years of specialized experience in accounting, tax filing, and QuickBooks consulting, I offer a comprehensive suite of services tailored to meet the unique needs of both start-up and established companies. What I Offer: Catch-Up, Clean-Up, and Monthly Maintenance Services: Comprehensive management of financial records, ensuring accuracy, and keeping your books up-to-date. Professional Bookkeeping: Extensive hands-on experience in handling day-to-day bookkeeping tasks, maintaining accurate records, and ensuring compliance with accounting standards. Tax Filing and Consulting: Expertise in tax preparation and filing, ensuring compliance and maximizing tax benefits for your business. QuickBooks Consulting and Training: Tailored QuickBooks solutions to optimize your accounting processes, including personalized training sessions. Why Choose Me? Extensive Expertise: My background in accounting, coupled with my QuickBooks Pro Advisor certification, equips me with the skills to handle all your bookkeeping and tax needs efficiently. Proven Reliability: Based in the US, I am committed to providing reliable and dedicated service, allowing you to focus on scaling your business without the stress of financial management. Attention to Detail: My strong organizational, problem-solving, and analytical skills ensure meticulous attention to detail, effective priority management, and seamless workflow operations. Proactive Approach: I take initiative and am self-motivated, ensuring your business operations run smoothly throughout the entire cycle. Excellent References: Supported by outstanding references, my proficiency and dedication to delivering exceptional results are well-validated. Let's Connect I am available to review rates and discuss how my services can be tailored to fit your specific business requirements. Feel free to reach out to discuss your needs and see how I can help you achieve your business goals efficiently and effectively. Let's make your financial management hassle-free and position your business for success!Account Reconciliation
Tax StrategyTaxesAccounting Report CreationAccounting ReportBookkeepingGoogleMicrosoft OfficeQuickBooks Online APIQuickBooks OnlineTax PreparationTax AccountingAccountingIntuit QuickBooks - $45 hourly
- 5.0/5
- (14 jobs)
Professional bookkeeper with a Master's degree in Accounting with extensive experience in reconciliations, creating a chart of accounts and connecting Bill.com to your accounting software. QBO ProAdvisor certified, FreshBooks certified and Bill.com certified. I do full-cycle accounting for a variety of business sizes, which can include payroll if needed. Also available for QBO/Bill.com training if needed. Contact me to learn more!Account Reconciliation
FreshBooksExpensifyBill.comAccountingQuickBooks OnlineMonth-End Close AssistanceGAAPPayroll ReconciliationAccounts ReceivableAccounts PayableIntuit QuickBooksBank ReconciliationPayroll AccountingBookkeeping - $35 hourly
- 5.0/5
- (17 jobs)
"Working with Vaishali has been a breath of fresh air. She certainly knows what she's doing, and does it very well. In a short amount of time, she's already helped my business. I'm so happy we got to connect, and I look forward to continuing to work with her for years to come!" Hello!!! If you are in need for an experienced bookkeeper and use QuickBooks Online, let's talk. I have a Bachelors Degree in Accounting, a QuickBooks Online Certified ProAdvisor, over 8 years bookkeeping and accounting experience plus I take my business serious. When you work with me you have the confidence that I am a professional at all times. I specialize only in QuickBooks Online and work with many Real Estate Agents, Content Creators and Small Businesses. My goal is to help businesses analyze their business so they can make proper decisions to help their business grow. I take the "paper" out of paper work to allow you to focus on your business. Over my career I have worked for Private companies (doing full charge bookkeeping) where I had a wide range of duties, including reconciling, full charge bookkeeping, accounts receivable, accounts payable, etc. I multi-task very well, I am fast and efficient, organized and detail oriented. I enjoy working with numbers (I always have excelled in Math) and I love what I do. I give great client service and have always had very happy clients. I am looking to grow my small bookkeeping business and I am looking to take on long term clients. Small or Large..., I welcome you to invite me to interview for your bookkeeping or accounting jobs. Over the years it has been my “specialty” to clean-up after less experienced bookkeepers by getting a company’s books in order and then maintaining their integrity. Integrity of a company’s books is my goal with each project. I am fast and efficient and worth the cost. Tired of paying those fly by "bookkeepers" and having to clean up their mess. I am affordable...less than what you would pay your CPA and I am good at what I do. You won't be disappointed.Account Reconciliation
Sales TaxXeroQuickBooks OnlineBalance SheetCash Flow StatementBookkeepingFinancial AuditIntuit QuickBooksData EntryFinancial ReportBank ReconciliationAccounts Payable - $55 hourly
- 0.0/5
- (2 jobs)
Title: Experienced Accountant/Bookkeeper | Experienced in Nonprofit Accounting | CPA | MBA Overview: Hello, my name is Jessica and I am an experienced accountant with a passion for delivering accurate financial insights and optimizing business performance. With about 10 years of hands-on experience in accounting and financial statement preparation, I bring a meticulous eye for detail, proficiency in industry-standard software, and a commitment to ensuring the financial success of my clients. Key Skills: Financial Reporting Budgeting and Forecasting Preparation of Financial Schedules Working with Auditors Bookkeeping QuickBooks Online and Desktop Versions Experience: In my previous roles, I have successfully managed the financial aspects of 4 businesses across various industries. From preparing financial statements to guiding clients through annual audits, my expertise extends to all facets of accounting. I have my CPA license as well as my MBA degree. While I am new to using Upwork, I am not new to accounting. Why Choose Me: Accuracy and Precision: My attention to detail ensures error-free financial reporting and compliance. Timely Delivery: I am committed to meeting deadlines and delivering results promptly. Client-Centric Approach: I prioritize understanding my clients' unique needs, tailoring solutions to drive their financial success. Continuous Learning: I stay ahead of industry trends and updates to provide the most up-to-date financial advice. Education: Bachelor's Degree in Accounting | Azusa Pacific University Masters of Business Administration | Southern California University Certifications: CPA Let's Collaborate: I am excited about the opportunity to contribute to the financial success of your business. Whether you need assistance with day-to-day bookkeeping, strategic financial planning, or tax-related matters, I am here to help. Let's connect and discuss how I can add value to your financial journey.Account Reconciliation
QuickBooks EnterpriseQuickBooks OnlinePayroll ReconciliationBill.comFinance & AccountingFinancial Statements PreparationCPAPayroll AccountingAccounts ReceivableAccounts PayableAccounting - $75 hourly
- 5.0/5
- (11 jobs)
Specializing in: *Clean-up/Catch-up Bookkeeping *QuickBooks Online Consulting or Training *Accounts Receivable Review *Prepare Profit & Loss for tax prep Currently accepting new bookkeeping projects. Contact me for your spot today!Account Reconciliation
Income StatementAccounts Payable ManagementGeneral LedgerQuickBooks OnlineAccounts Receivable ManagementFinancial ReportingFinancial Statement SoftwareData EntryMicrosoft ExcelBank ReconciliationBookkeepingIntuit QuickBooks - $45 hourly
- 5.0/5
- (11 jobs)
With my expertise in accounting, bookkeeping, and as an EA, coupled with my certifications in QuickBooks and Xero, I have developed a strong skill set to effectively manage financial operations and provide accurate financial insights. My experience working with startup-growing and capital venture companies has given me valuable insights into the unique challenges and opportunities they face. I am dedicated to delivering comprehensive and reliable financial services while ensuring compliance with regulations and optimizing financial performance. I am confident in my ability to contribute to your organization's success by providing exceptional accounting and bookkeeping services. My line of work Accounting: *Proficiency in Financial Analysis and Cost Analysis *Expertise in Financial Reporting, Financial Statement Preparation, and Tax Preparation *Competency in Routine Bookkeeping Activities *Skillful Accounts Receivable/Payable Management, including reconciliations, using software such as Bill.com *Proficient in filing Federal, State, and Sales Tax Returns *Extensive experience in the formation and advisory of New Corporate Structures in compliance with US Corporate laws, with a focus on startups (10 years of experience) *Software Expertise: QBD-QBO, Xero, Gusto, ADP, ERP (Oracle, SAP), Bill.com, Concur, etc., ranging from implementation to end-user support, thereby enhancing accuracy and productivity Payroll: *Proficient in Payroll Setup for all states *Expertise in Benefits and Retirement Plan Setup *Skilled in preparing Profit Share Distribution statements. *Competent in Payroll Reconciliation and Payroll Accounting Tax: *Proficiency in handling Federal and State taxes for all types of entities, including foreign entities.Account Reconciliation
GustoCompensation & BenefitsAccounts Payable ManagementBusiness ValuationCorporate TaxBookkeepingIntuit QuickBooksGAAPTax PreparationBank Reconciliation - $40 hourly
- 5.0/5
- (6 jobs)
Hello, my name is Veronica, and I am a sole proprietor specializing in bookkeeping and tax services as an Enrolled Agent. With a strong focus on reliability, responsibility, and attention to detail, I offer comprehensive bookkeeping services tailored to your needs, whether it's weekly, monthly, quarterly, semi-annual, or annual. My expertise includes preparing and delivering the three major financial reports: Profit and Loss Statement, Balance Sheet, and General Ledger, ensuring your business stays organized and compliant. I'm committed to providing accurate, efficient, and professional financial management to help your business thrive. I do not outsource any of my work—everything is handled personally by me to ensure the highest level of quality and attention to detail. As an Enrolled Agent, I am also able to offer tax services, including tax projections and representation before the IRS and state agencies. I strive to help you take full advantage of available credits and tax deductions, ensuring that your tax filings are as beneficial and accurate as possible. With my expertise, you can have peace of mind knowing that your financial and tax matters are in capable hands.Account Reconciliation
Sales TaxFinancial Statements PreparationQuickBooks OnlineManagement SkillsIntuit QuickBooksTax PreparationData EntryBookkeepingTransaction Data EntryBank Reconciliation - $78 hourly
- 5.0/5
- (30 jobs)
ARE YOU READY TO UNLOCK YOUR BUSINESS'S TRUE FINANCIAL POTENTIAL? With 13+ years of hands-on experience, I specialize in helping fast-growing companies in SaaS, e-commerce, crypto, and real estate optimize their financial systems for maximum profitability. Here’s the deal: I guarantee to find at least 3 WAYS TO BOOST YOUR PROFITABILITY WITHIN 30 DAYS. I’m offering a FREE 30-MINUTE financial review where we’ll dive deep into your financial processes, uncover areas for quick wins, and provide a clear 3-month action plan that accelerates growth. No fluff. No catch. Just actionable insights to drive your business forward. Interested? Message me now to schedule your free review! --- IS YOUR FINANCIAL STRATEGY HOLDING YOU BACK? If you're struggling with inefficient accounting, inaccurate data, or a lack of strategic insights, you're not alone. Navigating complex financial landscapes without a clear, data-driven strategy can feel like you're spinning your wheels. But here’s the thing—effective financial management can transform your business. Top companies use robust financial tools and strategies to make informed decisions and scale rapidly. And you can too. That’s where I come in. --- ABOUT ME: With over 13+ years of experience in SaaS, ecommerce, crypto, and real estate, I have a proven track record of transforming financial operations and driving rapid growth for high-performing companies. I’ve worked in CFO, Accounting Manager, and Senior Platform Operations Accountant roles at major companies like Coinbase, where I managed large-scale projects and multi-million dollar portfolios. I specialize in financial modeling, forecasting, and providing strategic guidance to ensure your business scales with efficient financial systems. --- I WORK WITH: ➜ SaaS Companies: Automating processes, improving revenue recognition, and developing data-driven strategies for scalable growth. ➜ Ecommerce Businesses: Streamlining inventory, improving cash flow, and providing actionable insights that drive profitability. ➜ Crypto & Blockchain Firms: Navigating the complexities of crypto finance and ensuring compliance in a highly regulated space. ➜ Real Estate Companies: Optimizing property budgets and cash flow management for sustainable growth. --- WHAT I BRING TO THE TABLE: ✓ Financial Modeling & Analysis: Build robust, data-driven models for forecasting, projections, and budgeting. ✓ Strategic CFO-Level Insights: Offering high-level guidance to enhance decision-making and drive business growth. ✓ Audits & Compliance: Ensuring your financial systems meet industry standards and best practices. ✓ Cost Accounting & Budgeting: Identifying areas for cost-saving without sacrificing growth potential. ✓ Real-Time Data Tools: Using QuickBooks, NetSuite, Power BI, Tableau, and other cutting-edge tools to analyze and visualize your financial data. --- RECENT CLIENT WINS: ✔️ $30.5M raised in venture funding and debt financing ✔️ 75% YoY revenue growth for an e-commerce client ✔️ Facilitated a $5M division sale through a Special Purchase Agreement ✔️ Managed PPP loan forgiveness for $500K ✔️ Navigated complex IRS and third-party audits --- WHAT MAKES ME DIFFERENT? ➜ 13+ years of experience working with top companies in SaaS, ecommerce, crypto, and real estate. ➜ Proven track record of transforming financial systems and delivering significant ROI through cost-saving and growth-driving strategies. ➜ Hands-on experience in high-level roles like CFO and Accounting Manager at Coinbase, where I managed large-scale projects and multi-million dollar portfolios. ➜ Entrepreneurial spirit as the Founder/CEO of my own consulting firm, helping businesses uncover financial opportunities and optimize strategies. --- MY 4-STEP PROCESS TO SUCCESS: ① Audit: Review your current financials, processes, and systems to pinpoint gaps and opportunities for improvement. ② Plan: Develop a clear, actionable roadmap with quick wins and long-term growth strategies. ③ Implement: Execute the plan, automate processes, upgrade systems, and set up custom dashboards for real-time visibility. ④ Optimize: Continuously monitor and fine-tune your financials, offering ongoing strategic guidance to ensure you hit your goals. --- READY TO GET STARTED? Book your FREE 30-minute financial review today! Let’s discuss your challenges, identify opportunities for immediate profitability, and explore how I can help your business scale. No obligation, no cost—just valuable insights to drive your financial success. But hurry—MY CALENDAR FILLS UP FAST, and I can only take on a few new clients each month. So, don’t miss out on your chance to unlock your business’s financial potential! Ready to accelerate growth? LET'S TALK! I look forward to helping you scale your business. — Gabriel H.Account Reconciliation
Financial ModelingFinancial AnalysisFinancial ReportCertified Tax PreparerBusiness PlanXeroCost AccountingFinancial PlanningFund AccountingAccount ManagementFinancial AccountingInternational Accounting StandardsBookkeepingOracle NetSuite - $60 hourly
- 5.0/5
- (20 jobs)
As a business owner, you have to juggle a lot of responsibilities. One of those reponsibilities includes doing the accounting for your business. You have to go through the pain of doing the accounting, tracking all your receipts, expenses, sales....the list goes on. The problem is that you don’t have the time/resources/expertise to make it happen.. And as an entrepreneur, rather than spending your time doing the accounting data entry tasks, you should be spending that energy towards growing your business! I strive to find a solution for our company with an eye towards automation and scalability. I try to learn as much about your business to tailor fit your needs. This includes organizing the chart of accounts in order to extract insight from your financial statements and help you drive better business decisions. With experience in audit, I can advise you in best practices. Ultimately, I want to give you peace of mind so you can focus your on your business! SERVICES OFFERED • Bookkeeping • Reconciliations of general ledger accounts, bank & credit cards, A/R accounts • Quickbooks setup • Quickbooks cleanup • Financial Statement analysis • Consulting • Sales Tax filing • Quickbooks training • Budgeting and forecasting Licensed CPA and Certified Quickbooks Pro Advisor with over 10 years of experience in doing both public and private accounting. My favorite hobby is surfing. I'm also learning how to play guitar. I play terribly, but I'm still learning and it's a fun journey!Account Reconciliation
Income StatementStartup ConsultingCPAAccounts PayableBookkeepingIntuit QuickBooks - $45 hourly
- 5.0/5
- (9 jobs)
I work with my clients 1 on 1 in order to provide great attention to their needs, objectives, and concerns. I strive to help business owners get a better grasp on their financials by getting their books up to date, compliant, and set up in a way to provide meaningful financial data. By working with me, you can save time, money and energy in order to focus on your business. I place a strong focus on accuracy and my expertise spans: • General Bookkeeping • Accounts Payable • Accounts Receivable • Invoicing • Account Reconciliation • Preparation of Financial Reports • Variance Analysis • Cleaning Books • QuickBooks Online • Xero • MS Excel (VLOOKUPS, Pivot Tables) • Customer Service I provide quality work, very quickly and at a very affordable rate. I am always looking forward to growing my bookkeeping business and developing positive relationships with my clients whether their needs are short or long-term.Account Reconciliation
ShopifyBill.comVLOOKUPMicrosoft ExcelGAAPAppFolioBookkeepingAccounts Receivable ManagementBank ReconciliationAccounting SoftwareAccounts PayableAccounts ReceivableXeroQuickBooks Online - $50 hourly
- 5.0/5
- (28 jobs)
If your CPA hasn't helped understand the importance of bookkeeping services and/or haven't set you up with a trusted bookkeeper or system why keep going back to them if they don't have your best interests at heart. I'm trying to make your business grow and make more money then you ever have with less of a headache by understanding your companies position at any given moment. I am a dedicated accountant specializing in tax preparation, bookkeeping, and financial consulting with over 10 years of experience in the industry. Whether you're a small business owner, an individual taxpayer, or a corporation, I provide comprehensive financial solutions tailored to your needs. About Me: With a strong foundation in accounting principles and a commitment to staying updated with the latest tax laws and regulations, I offer professional expertise you can rely on. My experience spans various industries, allowing me to understand the unique challenges you may face and provide strategic financial guidance. Services: - Tax Preparation: Individual, small business, and corporate tax returns - Bookkeeping: Keeping accurate financial records, reconciling accounts, and generating financial statements - Financial Consulting: Strategic planning, budgeting, forecasting, and financial analysis - Business Advisory: Offering guidance on business structure, financial decision-making, and growth strategies - CFO Services: Providing interim or part-time CFO support to assist with financial strategy, risk management, and performance evaluation - Financial Reporting: Generating custom financial reports to provide insights into your company's financial health and performance Why Choose Me: I prioritize accuracy, efficiency, and confidentiality in all my work. By leveraging my expertise and utilizing advanced accounting software, I ensure your financial matters are handled with precision and care. My goal is to alleviate the stress of managing finances, allowing you to focus on growing your business and achieving your financial goals. Some reviews from customers "Joshua was knowledgeable and professional regarding a tax consultation about boat slips. Would hire again!" "Joshua did a great job with my tax preparation project! Highly Recommended. A++++" "Joshua completed my business bookkeeping for the past quarter before the due date. Also, he found an error from last year which he corrected immediately. I would absolutely recommend him for bookkeeping!!!" "I´m really glad to have found Joshua as my accountant. He was very responsive and patient with answering all of my questions. He did a fast and thorough job and I´m happy with the result. Thanks, Joshua!" Software: - QuickBooks - Xero - Excel - Tax software (e.g., TurboTax, H&R Block)Account Reconciliation
Tax LawCertified Tax PreparerWave AccountingBookkeepingTax ReturnIncome StatementIntuit QuickBooksBalance SheetFinancial ReportAccounts ReceivableBank ReconciliationTax Preparation - $55 hourly
- 5.0/5
- (6 jobs)
High energy, self-motivated, team player Meticulous bookkeeping & payroll experiance, with extreme attention to detail. Over 12 years of management experience Able to work under pressure, handle multiple demands, and set priorities ·Understanding of Financial Planning and Insurance ·Excellent problem-solving skills Excellent organization skills Excellent cost control skills Understanding of P&Ls, Labor and Inventory skillsAccount Reconciliation
InvoicingSurePayrollAccounts Receivable ManagementAdministrateSchedulingAccountingFinancial ReportAccounts Payable ManagementAdministrative SupportAccount ManagementBookkeepingBank ReconciliationPayroll Accounting - $35 hourly
- 4.8/5
- (14 jobs)
I graduated SDSU with an accounting degree after which I worked at a chemicals compounds reseller as an accounts payable specialist, running the AP side of the company. This position has taught me a lot, including the process of shifting into a new accounting system for the whole company. After this position, I opened up a trucking company with my husband for which i was an accountant for in charge of all expenses and tax filings as well as keeping track of income. During this time, I was also a dispatcher in contact with both freight brokers as well as carriers. I am able to dive into any situation and excel at it no matter the hindrances thrown at me. I am able to juggle multiple tasks and prioritize accordingly. With every task I am given, I am able to maximize my productivity to see what can be done faster and more efficiently.Account Reconciliation
Bill.com Accounts PayableInvoicingOracle NetSuiteBank ReconciliationAccounts PayableIntuit QuickBooks - $35 hourly
- 4.5/5
- (4 jobs)
Experienced accountant working in multiple industries including clothing, real estate, media, medical device, and IT. Strong attention to detail, analytical, and communication skills.Account Reconciliation
Accounting Tools SetupAccount ManagementQuickBooks OnlineCash Flow StatementMicrosoft ExcelBalance SheetAccounts ReceivableAccounts PayablePayroll AccountingIntuit QuickBooks - $50 hourly
- 5.0/5
- (2 jobs)
We are here to ensure that all of your financial decisions are made carefully and with your best interests in mind. You can rest easy that your books will be taken care of with accuracy and detail while you get to focus on what you love. Accounts Payable & Receivable Payroll Bank/Account Reconciliation Receipt Management Expense Backlog Chart of Accounts setup and maintenance Reporting Options Budget Formulation, Financial Projections, Performance ManagementAccount Reconciliation
Accounts Payable ManagementAccounting SoftwareQuickBooks OnlineData EntryBookkeepingAccounting BasicsBank ReconciliationAccounts Receivable - $55 hourly
- 4.6/5
- (4 jobs)
Greetings! Do you need help with routine business or a one-time project? Good news - I am an experienced accounting professional looking for part-time, virtual side-hustles. I am a Senior Accountant for a local government agency, with 10+ years of financial and governmental accounting experience. I love my career, but I have found myself in a chapter of life with more spare time and a yearning for challenges. I have extensive bookkeeping skills that I would like to use to help your small or large business thrive. I can enter and categorize transactions, perform bank and ledger reconciliations, ensure proper closure of books, prepare trial balance and key financial reports, manage A/R and A/P, audit existing entries and perform journal entries. I'm looking to leverage technology to pioneer the work-from-home revolution and take bookkeeping/accounting tasks off your plate. I have advanced experience using Workday, QuickBooks desktop, QuickBooks online and Microsoft Excel (I love pivot tables). Additionally, I have a solid knowledge of technology and internet-based applications. I'm a quick study and confident I can help you on any platform. I am a self-led, meticulously detailed, adaptable and enthusiastic individual looking to help you clean up, catch up or maintain your accounting records, so that you can make the best financial decisions to grow and optimize your business! Looking forward to connecting with you to discuss your business needs! AmyAccount Reconciliation
Accounts Payable ManagementQuickBooks OnlineAccounts Receivable ManagementFinancial ReportingFinancial AccountingBookkeepingInvoicingAccounts PayableChart of AccountsGeneral LedgerMicrosoft ExcelBank ReconciliationAccounts Receivable - $35 hourly
- 5.0/5
- (12 jobs)
Meticulous accounting specialist with 10 yrs. + of experience and a Bachelor of Science degree in Accountancy. Possess experience in the use of bookkeeping software Quickbooks, Ariba, SAP, Netsuite, Bill.com computer spreadsheets, and the development of accurate financial records and reports. Known for accuracy, resourcefulness, and extensive expertise as an accounting clerk. Knowledge of basic financial and accounting principles. Excellent organizational skills and attention to detail to avoid errors and identify errors. Reconcile transactions with payment amount. Natural proficiency with math. Experienced with a range of mathematical operations. Value integrity and confidentiality. Aim to exceed company expectations, eager to learn, and stay current with accounting best practices. SKILLS: • Microsoft Office: Excel, MS Word, QuickBooks, SAP, NetSuite • Time Management • Month-End Documentation • Collections and Invoice Processing • Data Analysis • Customer Relations • Receivables & Payables • Reconcile bank statementsAccount Reconciliation
Microsoft WordQuickBooks OnlineSpreadsheet SoftwareBank ReconciliationAccounting SoftwareAccountingAccounts PayablePayroll AccountingAccounting BasicsBookkeepingData Entry - $40 hourly
- 5.0/5
- (11 jobs)
Many business owners struggle to make confident business decisions because their bookkeeping is not up-to-date. As a certified QuickBooks Online ProAdvisor for three years, I'll help you set up ( or clean up) and maintain your financial books in order, ready for tax preparation, giving you the financial reports you need to make informed decisions for your business growth. My services are at your service: ✔️ QuickBooks Set-Up ✔️ Bookkeeping Services (Weekly, monthly, quarterly, yearly, and occasionally). ✔️ Bills ✔️ Invoicing ✔️ Bank & Credit Card Reconciliation ✔️ Financial Reporting ✔️ Sales Tax ✔️ 1099's ✔️ Year-End Bookkeeping Whether you're a service base business, e-commerce, or a nonprofit, I can help you by making sure your financial books will be up-to-date with my proven methods, and take bookkeeping off of your plate, and you can focus on growing your business. I have an AS degree in Information Management Systems. I like to learn different systems. I learn fast, and thus, I will assist you with the apps you are using without any delay or complication. The next step is to schedule a discovery call to find out how I can help you; I look forward to working with you.Account Reconciliation
XeroGAAPQuickBooks OnlineAccounts Receivable ManagementAccounts PayableAccounting BasicsCash Flow StatementBookkeepingBalance SheetAccounting SoftwareSales TaxMicrosoft ExcelPayroll Accounting - $60 hourly
- 4.9/5
- (7 jobs)
Highly organized and detail-oriented Bookkeeper with over 15 years of experience in accounting, client relations, and human resources. I specialize in fostering team collaboration, implementing innovative systems, and optimizing processes to boost operational efficiency. My expertise includes analyzing complex data sets and preparing comprehensive financial reports that empower businesses to make strategic decisions with confidence. As a QuickBooks Online Certified professional and a licensed notary, I bring value to a variety of industries, including nonprofits, construction, and fund/cost accounting. Transparency, honesty, and meaningful connections are the foundation of my work philosophy, and I am passionate about delivering exceptional accuracy and insights to support business growth and financial stability. In addition to my bookkeeping expertise, I am working toward obtaining my Tax Preparer License (expected January 2025), further expanding the services I can offer. Outside of work, I enjoy yoga, hiking, and volunteering with my family to give back to our community. Let’s connect to explore how I can help bring clarity, organization, and value to your financial operations!Account Reconciliation
BookkeepingFinancial ReportingFund AccountingBusiness OperationsOffice ManagementGoogle WorkspaceMicrosoft OfficeSpreadsheet SoftwareQuickBooks OnlineAdministrative SupportAccounts Payable ManagementAccounts Receivable ManagementFinancial Report - $50 hourly
- 5.0/5
- (12 jobs)
Hello! My name is Umair Khan and I'm one of the founding partners of Accountistry LLP, a full service accounting firm. Accountistry offers a comprehensive suite of accounting services tailored to meet the diverse needs of our clients including individuals, small startups, local businesses, non-profit organizations, government entities, as well as large corporations. From handling QuickBooks (and other ERP) implementations and monthly bookkeeping, to providing varying levels of assurance services including audits, reviews, and compilations, Accountistry is here to help ensure accurate, complete, and compliant financial reporting for your business. Our tax offerings can help minimize regulatory obligations and liabilities, and our business advisory services can offer insights and strategies tailored for your industry and market. Accountistry also provides back-office solutions including flexible contract CFO services and offshore staffing resources to help your business achieve greater operational efficiency. Our goal at Accountistry is to provide accounting services that yield complete client satisfaction in terms of quality, time, and cost. Our experienced team is dedicated to optimizing financial performance and achieving your business goals. Contact us today – we’d love to hear from you!Account Reconciliation
CPAFinancial StatementFinancial Statements PreparationIncome StatementTechnical AccountingTax ReturnBalance SheetAccountingMicrosoft ExcelFinancial AuditInternal ControlGAAP - $56 hourly
- 5.0/5
- (2 jobs)
My accounting journey started more than 15 years ago with my first job in a tax office. Since then I have worked in various accounting roles in several different industries. I’ve always loved dealing with numbers and complex puzzles so naturally I was drawn to accounting. I am extremely hard working, organized, and persistent with a keen attention to detail.Account Reconciliation
Organizational Design & EffectivenessBookkeepingQuality ControlData EntryAdministrative SupportAccountingAccounts ReceivableAccounts PayablePayroll AccountingIntuit QuickBooksInvoicing Want to browse more freelancers?
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