Hire the best Account Reconciliation Specialists in Florida
Check out Account Reconciliation Specialists in Florida with the skills you need for your next job.
- $80 hourly
- 4.9/5
- (116 jobs)
"Outstanding Job! Ashley fixed my books quickly and got me back on the right path. She walked me through everything she was doing and set me up to do it on my own moving forward." "Ashley deserves more than 5 stars. We were very impressed with her professionalism and work. Amazing service." ---------------------------------------------------------------------------------- I do bookkeeping setup and cleanup for e-commerce businesses. Whether you're just starting out, just need someone to take over, or feel like you're flying blind - I've got you covered. Here are some of the services I provide: - Set up QuickBooks Online for your business. - Clean up messes left by others or get you caught up on your bookkeeping. - Maintain your books on an ongoing basis, keeping them accurate and up-to-date. - Troubleshoot specific issues or answer questions about bookkeeping for your business If you're in need of bookkeeping help - whether it's a huge mess to clean up or just a quick question, send me a message. I'd love to hear about your business and see what I can do to help.Account Reconciliation
Amazon FBAChart of AccountsSales TaxAccounting Principles & PracticesEcommerceAccountingFinancial ReportingShopifyQuickBooks OnlineIntuit QuickBooksBookkeepingBank ReconciliationAccounting Software - $70 hourly
- 5.0/5
- (86 jobs)
I am an Accountant and Tax Preparer with a solid background of over 10 years. What sets me apart is not just my technical proficiency, but also my commitment and dedication to delivering exceptional service. My areas of expertise include: Tax Services: - Tax Preparation & Filing - Preparation of all Tax forms - State & Federal Taxes - Amending Tax Returns - Non-resident LLCs. - Tax Planning & Strategies - Tax Compliance & Advisory - Tax Help Services - Tax Debt Resolution - Offer in Compromise - IRS Representation Accounting: - Financial Reporting - Profit & Loss, Balance Sheet - Monthly Bookkeeping - Catch-up Bookkeeping - Payroll Services - QuickBooks Online - QuickBooks Desktop Migration to QuickBooks Online Business Advisory Services: - Business Registration and Licensing - Business Structuring - Bookkeeping and Accounting - Payroll Services - CFO Advisory Services Financial Advisor: - Financial Planning - Investment Advice - Retirement Planning - Life Insurance - Employee Benefits I am passionate about helping my clients navigate complex financial situations and maximize financial potential. I am here to serve Individuals, LLCs, S-Corps, C-Corps, Partnerships, non-resident LLCs, Non-Profits, and other types of businesses. I am eager to bring my expertise and dedication to your projects and contribute to your success every step of the way. I will provide tailored financial solutions that exceed your expectations. Let's get started.Account Reconciliation
Financial PlanInsuranceCorporate TaxFinancial StatementAccountingQuickBooks OnlineUS TaxationTaxesPayroll AccountingBookkeepingIntuit QuickBooksTax ReturnTax PreparationTax Planning & Advisory - $65 hourly
- 5.0/5
- (7 jobs)
With over 12 years of experience in accounting and finance, I bring a deep understanding of financial reporting, analysis, and bookkeeping to help businesses achieve their goals. As an MBA graduate and a Certified QuickBooks ProAdvisor, I specialize in implementing tailored financial solutions to meet unique business needs. Core Competencies • Expertise in Financial Reporting, QuickBooks implementation, and seamless integration with Xero, Zoho, and other leading platforms. • Advanced proficiency in Microsoft Excel and Google Sheets, with a focus on solving complex accounting challenges. • Mastery of eCommerce platforms, such as Shopify and eBay, and advanced knowledge of inventory management tools. • Development of accounting, administrative, HR, and management policies. • Skilled in project accounting, budgeting, forecasting, and financial modeling. Tech-Forward Approach I strive to stay ahead with a robust productivity tech stack, leveraging platforms like ClickUp, Monday.com, Slack, and Asana to improve efficiency and collaboration. Why Work with Me? I’m committed to reliability, meticulous attention to detail, and integrity. My goal is to deliver solutions that not only streamline your financial processes but also drive long-term success for your business. Whether you're a small business owner, a startup, or a finance director, I’m here to make your financial operations seamless, efficient, and easier to manage. 📩 Contact me for financial expertise you can count on!Account Reconciliation
Financial PlanFinancial AnalysisAccountingFinancial ReportingTax Planning & AdvisorySales TaxStartup ConsultingCash Flow StatementAccounts PayableFinancial AccountingBookkeepingIntuit QuickBooksPayroll AccountingBank Reconciliation - $60 hourly
- 5.0/5
- (107 jobs)
Hi there! My name is Bill Lawrence and I'm a highly skilled Enrolled Agent and QuickBooks Expert Freelancer with a passion for bookkeeping, tax filing, and financial management. I specialize in delivering top-notch accounting solutions to clients, helping them streamline their financial processes and achieve accurate and organized records. ✅ Professional Bookkeeper with over 6 Years of Specialized Experience in Accounting and Tax Filing ✅ QuickBooks Pro Advisor Elite ✅ Expert in Tax Filing and Comprehensive Tax Services What sets me apart is my in-depth knowledge of QuickBooks Online. I have a strong command of the software's features and functionalities, enabling me to efficiently handle various aspects of financial management, such as bank reconciliations, accounts payable and receivable, payroll processing, and financial reporting. What I Offer: Catch-Up, Clean-Up, and Quarterly 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. QuickBooks Consulting and Training: Tailored QuickBooks solutions to optimize your accounting processes, including personalized training sessions. Tax Filing and Consulting: Expertise in tax preparation and filing, ensuring compliance and maximizing tax benefits for your business. ✅Individual Income Tax Returns: W-2, 1099, and self-employment income Deductions and credits State and local taxes Itemized deductions Capital gains and losses ✅Business Tax Returns: Sole proprietorships Partnerships Corporations S Corporations LLCs ✅Tax Planning and Strategy: Minimizing tax liability Maximizing deductions and credits Retirement planning Estate planning 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 PreparationFinancial AnalysisBudgeting & Forecasting SoftwareInventory ManagementFinancial AccountingQuickBooks OnlineInvoicingExpertAccounts ReceivableAccounts PayablePayroll AccountingBank ReconciliationBookkeepingIntuit QuickBooks - $50 hourly
- 5.0/5
- (49 jobs)
I am an Advanced Certified in QuickBooks Online and Desktop ProAdvisor. I have a Master of Science in Accounting and over 15 years of bookkeeping experience. I specialize in QuickBooks Online clean-ups and restaurant accounting. I also offer 1-on-1 QBO training and troubleshooting consultations. I have a solid working knowledge of Excel, QuickBooks Online, and QuickBooks Desktop software. I look forward to working with you. Credentials: Master of Science in Accounting Advanced Certified QuickBooks ProAdvisor Xero Advisor Services Provided: • Monthly Bookkeeping • Payroll Processing • Accounts Payable • Clean up work 🍽️Did you know that I specialize in restaurant bookkeeping? 🍽️Would you like to hear more? 👂Book an appointment with us to see what we offer.Account Reconciliation
Bill.comAccountingGAAPAccounting BasicsPayroll AccountingPayroll ReconciliationXeroAdministrative SupportQuickBooks OnlineMicrosoft WordBank ReconciliationMicrosoft ExcelBookkeepingIntuit QuickBooks - $45 hourly
- 4.9/5
- (91 jobs)
"My books are a HOT mess!".. "I have no clue what I'm doing in QB."... "I just need to hand this thing off to someone who knows what they're doing"..."OMG, I need to fix my finances for my CPA!" These comments have been the start of some of the most magnificent and fruitful client engagements I've had here on Upwork. The clarity, relief, and satisfaction they find after working with me for just the first 2 weeks is why I do this :) My specialty the CLEANUP of books, specifically for service providers and freelancers. This is MY "art" and what gets me into "zone". The result: a crispy clean set of books that gives you 100% clarity of where your business stands financially. And then once trust is built, this normally leads to a systematic monthly bookkeeping service to keep things in order. Some credentials: 15+ years crunching numbers QuickBooks Online ProAdvisor - Gold Partner Enrolled Agent (a license from the IRS for tax expertise) Certified Professional Bookkeeper- Universal Accounting School B.S. in Finance and Masters degree in Management Info Systems Business Ownership - School of Hardknocks :) Relevant Reviews: "Luis is awesome! He exceeded the job, worked super fast, and his customer service is superb. Accounting can be daunting but he makes it approachable and takes care of the small stuff so you can focus on what matters most. I'm looking forward to continuing my relationship with him. Highly recommend if you're looking for bookkeeper/accountant. :)" - Oscar (Upwork client) "Luis has been amazing! highly experienced, responsive and has a proactive approach to work." - Hicham (Upwork client) ------------------------------------------------------------------------------------------------------------- So... If you're like most of my clients, you despise this part of running a freelance or agency business. OR....Maybe you're the type that actually appreciates accounting, the language of business that tells the story behind the numbers. But you're looking to outsource that piece to someone you can trust so that you can focus on the never-ending bigger picture tasks. Either way, working with someone who knows his stuff but can communicate it in a way that helps you gain CLARITY, not confuse you even more, seems like a no brainer, doesn't it? That's where I come in. So if you're ready, how about a quick chat to discuss your needs in more detail and if/how I can fulfill those needs. And to reduce your risk and make your decision even easier, we can start off with a smaller project where I simply take a 2-hour deep dive into your current books and business model and report back to you on my findings and suggestions on how to move forward. This "Financial Health Check" alone provides so much clarity that you'll actually feel EXCITEMENT over bookkeeping.. really! So let's go! Send me a quick message letting me know what your situation is... Hope to talk soon!!Account Reconciliation
Data AnalysisFinancial AnalysisFinancial ModelingQuickBooks OnlineMicrosoft ExcelAccounting SoftwareIntuit QuickBooksBookkeepingBank ReconciliationBudget Management - $40 hourly
- 3.8/5
- (47 jobs)
I have quite a few years of quickbooks experience which I use to cleanup several years worth of accounts until they are pristine. Everything is properly categorized so when month end reports are generated you have a clear and accurate representation of your business' profits and losses. In my work history, I've managed close to 110 business accounts for many different companies in their bookkeeping through QuickBooks Online. Due to the many accounts that I've touched, have a working knowledge of the following business types and software: • I have a working knowledge with Bill.com invoicing and billing as it pertains to syncing into QuickBooks for accurate bookkeeping. • I have acquired a basic understanding of charities and religious institutions due to my handling their month end reconciliations and upkeep. • I have hands on experience with keeping the books for insurance companies, restaurants, and property management companies.Account Reconciliation
Financial AuditXeroBookkeepingBank ReconciliationAccounting BasicsMicrosoft ExcelIntuit QuickBooks - $100 hourly
- 3.1/5
- (31 jobs)
I am the proud owner and founder of Omnis Bookkeeping and Business Solutions, a full-service bookkeeping and accounting firm specializing in helping small to mid-sized businesses understand their financials while showing them how to take the stress out of bookkeeping. I have a reputation for being a friendly, easy-to-talk-to kind of person, with a down-to-earth approach to business relationships. There is enough stress for business owners to run their business day-to-day, that the financial services I provide gives my clients peace-of-mind and allows them to concentrate on what they need to do. I have found that throughout both my corporate and academic experiences, that beyond intelligence and having a great wealth of knowledge, the key to achieving long term success lies in your ability to develop strong relationships. For example, at the University of Florida, where I earned a Bachelor of Science degree focused in Business Administration and Finance, I found myself surrounded by some of the greatest minds in the industry who have helped me grow in many ways. In 2017, I decided to pursue a Master’s degree in accounting from the University of Phoenix. In addition to helping small businesses throughout the nation with all their bookkeeping needs, I am also a seasoned Real Estate Broker for Realty Center International where we specialize in single-family and multi-family homes, and vacation rentals to name a few. I launched Omnis Bookkeeping and Business Solutions in 2017 after developing a strong passion for helping small businesses succeed. At Omnis, our mission is clear, we aim to give to every client of ours a personalized and superior customer experience. Omnis has had many years of proven success by providing the following services: 📚 Managing your payroll & accounting 📚 Reconciling your accounts 📚 Providing financial reports & entering bills 📚 Reviewing P/L statements & balance sheetsAccount Reconciliation
Month-End Close AssistanceGAAPChart of AccountsFinancial ReportFinancial AccountingQuickBooks OnlineAccounts Payable ManagementIntuit QuickBooksBookkeepingOracle NetSuiteAccounts ReceivableBank Reconciliation - $75 hourly
- 0.0/5
- (4 jobs)
SUMMARY Recognized leader with nearly 20 years of experience, specializing in accounting and finance across industries, but mostly in the federal government contracting sector. Accomplished executive with proven ability to oversee accounting, payroll, contracts, and HR operations, optimize processes, lead technology implementations, and manage various projects. Track record of spearheading operational improvements to drive efficiency, productivity, and reduce costs. Detail-oriented and capable of prioritizing and managing heavy workloads, excelling in dynamic, fast-paced, deadline-driven environments.Account Reconciliation
Microsoft ExcelQuickBooks OnlineERP SoftwareForecastingBudget PlanningPayroll ReconciliationFinancial Statements PreparationBookkeepingContract ManagementAccounting AdvisoryExecutive SupportBusiness OperationsHuman ResourcesManagement Accounting - $200 hourly
- 5.0/5
- (21 jobs)
Helping business owners achieve growth by managing their accounts in QuickBooks Online. Bookkeeping | QuickBooks | Accounting As an Advanced Certified QuickBooks Online ProAdvisor and Intuit Certified Bookkeeping Professional with over six years of experience, Aileen is a full-charge bookkeeper who manages multiple QuickBooks Online companies for small to mid-sized businesses. She shines at handling a full range of bookkeeping and accounting tasks from invoicing to month-end closing tasks and also has a very strong knowledge in accounting and relevant software. From working with already established businesses to those just starting up, she specializes in catch-up work and correcting issues from incorrect setup in a variety of industries, especially service-based e-commerce businesses, who utilize Amazon, Shopify, and other platforms. She has experience working with processors, such as PayPal and Stripe, some of the newer options like Venmo and CashApp, and some of the more traditional processors including Authorize.net, Heartland, etc. She also excels at setting up QuickBooks Online accounts, providing ongoing service, managing accounts receivable and accounts payable, and training others on the software. Examples of her work are as follows: - One of her projects was an advertising and marketing company with over a million dollars in annual revenue. This particular company mostly works with contractors and other media professionals and had 300-500 transactions per month on each of their seven accounts (banks and credit cards). She converted PDF statements into CSV files to upload them into QuickBooks Online, classified all transactions, and reconciled accounts. - Another project consisted of a company that sold items on Amazon as well as their website through PayPal and Stripe using Woocommerce. She entered all transactions, reconciled all merchant accounts, banks, and credit cards, and ensured all payouts were up to date, correct, and any processing fees were accounted for. Aileen attained her Professional Master of Business Administration (PMBA) from Florida International University specializing in business data analytics.Account Reconciliation
Income StatementQuickBooks OnlinePoint of Sale & Payment SystemsChart of AccountsBookkeepingAccounting SoftwareAccounting BasicsBank ReconciliationAccounts ReceivableAccounts PayableIntuit QuickBooks - $95 hourly
- 5.0/5
- (435 jobs)
Catch Up, Clean Up, Keeping up and Training for Start-up or Existing Companies. Upwork's #1 MOST Successful Bookkeeper! Quickbooks ProAdvisor "Top Tier Elite Status"! Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 20 years. Also teach Quickbooks to other Accountants, Bookkeepers and Business Owners. Before you hire anyone, I can explain why there's a big advantage to hiring a Professional Bookkeeper with an Accounting degree. Located in the US! Very reliable! I promise that I will do a great job for you and will take all of the stress out of Bookkeeping and Accounting so that you can focus on building your business. Strong organizational, problem-solving and analytical skills. Super-experienced Bookkeeper with an Accounting Degree, who understands the full cycle of business. Able to manage priorities and workflow. Detail-oriented and very self-motivated. Excellent references available! If you need Quickbooks Consulting or Training, please let me know and I can review those rates too. EXPERIENCE: HCG, Inc., FL 9/91 - Present Accountant / Full Charge Bookkeeper / Quickbooks / Excel and Word Professional Client base consists of established Certified Public Accounting Firms, Ecommerce companies including Ebay Powersellers/Amazon Sellers/Etsy Sellers/Shopify Stores, Start-Ups, Personal Accounting, Real Estate Investors, Property Management Companies, Designers, Attorneys, Manufacturers, Importers, Restaurants, Investment Fund Companies, Executive Recruiters, Physicians, Healthcare Facilities, etc. • Responsible for all Accounting and Bookkeeping functions including Sales Tax Report filings, Daily Accounts Reconciliation, Financial Reporting, Bank Reconciliations, Accounts Receivable, Accounts Payable, Budgeting, Cash Flow Planning, Inter-company Accounting, Inventory and Account Analysis Reporting. • Eliminated Accounts Payable inaccuracies by implementing GL coding systems and documentation protocols. • Preparation of the year-end corporate tax returns and Sales Tax audits. Have also assisted with Forensic Accounting projects. • Audited Accounts Payable invoices and continually located errors in Vendor billing. • Sourced new Vendors and also negotiated current pricing that resulted in 25 to 40 percent savings. • Developed systems for automating office functions to assure that the companies are operating efficiently. • Excel, Word and Quickbooks Trainer, specializing in applications and business systems.Account Reconciliation
Financial ReportingAccounts Payable ManagementQuickBooks OnlineCost ControlEmployee TrainingBusiness ConsultingFinancial AccountingBookkeepingIntuit QuickBooksBank ReconciliationMicrosoft Excel - $32 hourly
- 5.0/5
- (2 jobs)
William, the founder of Bishop Consulting Group, LLC, is a non-commissioned officer and US Paratrooper with the US ARMY . Having served 11 years in the US ARMY, ARMY NATIONAL GUARD, and US ARMY RESERVES, he understands what leadership, selfless service, and integrity means. Government Experience: A master at multitasking, William began his career as a Financial Analyst for the United States Army. During his active duty service he served domestically and oversees in support of the Global War on Terror. William went on to serve in the United States Army Special Operations Command (USASOC) (Airborne) and 1st Special Forces Command (Airborne). After active duty he later gained experience by serving multiple federal agencies, holding positions such as Budget Analyst, National Level Program Manager in Information Technology, and most recently Chief of Accounting, HQ - US ARMY Reserves. Private Sector Experience: William’s private sector experience started in 2017 when he began consulting as a Senior Consultant for Booz Allen Hamilton. William is an enthusiastic entrepreneur with his core expertise in finance and business consultancy. Education: AS – Exercise Science – Heritage University BS – Finance – Hodges University MBA – Hodges University (Cum Laude) With well-rounded experience and education, William is able to offer leverage over the competition by delivering services across the entire business spectrum. Key Skills: Finance & Accounting subject matter expert, experienced in Business Consulting. Strategic Planning, Financial Forecasting, Highly skilled in contract research, SAP Accounting & Financial Systems, Cost Analysis, Requirements Analysis, SWOT Analysis, Financial Planning, Auditing, Financial Programs, Budgetary Planning, Marketing, Business to Business. Certifications: -Department of Defense Certified Financial Management II -American Society of Military Comptroller (Member) - United States Army Finance School Graduate - Managers Internal Control Policy - National Tutor from National Tutoring Association - IRS Registered Tax Preparer Note: I am a National Level Federal Employee, so Federal governmental bid contract work is not authorized.Account Reconciliation
Resume DevelopmentBusiness ConsultingContract ManagementManagerial FinanceMarket ResearchFinancial AnalysisManagement ConsultingBusiness ManagementWave AccountingIntuit QuickBooksFinancial AccountingCost AnalysisSAPGAAP - $95 hourly
- 4.8/5
- (60 jobs)
It is my job to help save you money and to follow up with your money all the way to the bank. I am detail-oriented and very confident in collections and accounting process workflows while achieving excellent customer service satisfaction. If you need help with following FDCPA guidelines in your collection process, I can create templates personalized for your business. Creating credit and risk analysis policies are my specialty, as well as cash flow forecasting. I have great experience with CPG companies, including Walmart along with other large retailers. This means I can help with chargebacks, disputes, and those pesky invoice deductions that are costing you money. I have over nine years of full accounting experience with a focus on billing, implementation, and credit balance. I am certified to work with international clients, credit management, and risk analysis. My years of freelance experience and working with clients give me a wide variety of skills applicable to many industries. My work has been able to reduce DSO in 3 months or less by up to 26 days, this can mean a big difference for many small businesses. *Credit Management *Debt Collection *Accounts Receivable *Efficient invoicing *AR Automation *Global Credit Policy *Increasing Cash Flow *Business Consultation *Workflow Implementation *GAAP understanding and compliance My absolute favorite thing about accounting is to go through an aging or risk analysis report. I enjoy following through with clients to ensure your invoices are correct, that they have been received, and that they pay promptly. Let me help you improve your cash flow. Every business needs money to grow and succeed, and I would love to help with making your business grow! I have used my expertise knowledge to publish books on various topics that deal with credit policies, debt collection practices, and accounts receivable tips. I have strong analytical skills, especially in financial reports and general ledger work. My original background was in customer service, and I am trained in Netsuite, Acumatica, Xero, Quickbooks, Clio, Salesforce, and other cloud-based software. Looking into AR and other automations ( using ChatGPT or billing reminders) but not quite sure how to implement it? I can help with that. I am very familiar with many productivity apps such as Monday, Process Street, and Chaser. I created and followed through with credit management techniques that led to 32% company cash flow growth in a year.Account Reconciliation
ChatGPTPayment ProcessingCredit ScoringManagement AccountingDebt CollectionFinancial AnalysisAccounts Receivable ManagementMicrosoft ExcelCash Flow AnalysisCustomer ServiceAccounts ReceivableFinancial ProjectionInvoicingAccounting - $60 hourly
- 5.0/5
- (1 job)
Energetic and highly motivated grants director with 15+ years of valuable research support and leadership experience related to pre and post grants administration, data analysis, workflows, policies, and procedures. Skilled in cultivating relationships and working with diverse people and communities. Excel at verbal and written communications and adapt quickly to new technologies. Advanced technical skills and dedicated leader and deeply invested in effective and collaborative team development with significant experience in academic and healthcare research proposals, submissions, and compliance.Account Reconciliation
Grant ApplicationAdministrative SupportFinancial AuditFinance & Accounting - $50 hourly
- 4.8/5
- (20 jobs)
I provide HIGH-QUALITY and EFFECTIVE bookkeeping and accounting services for start-ups and small to medium-sized businesses. As a professional accountant/bookkeeper, my number one priority is to help companies and individuals meet their various accounting needs. I specialize in the preparation of Financial Statements, including supporting schedules and budget/forecast models. With over ten years of experience in the field, I have worked with various Corporations, Sole Proprietors, LLCs, and even global businesses to streamline their accounting processes and provide them with efficient and innovative accounting solutions to achieve financial success. Services I offer: ***CLEANUP of BOOKS [One-time project cleanup with long term accounting+bookkeeping contract] ***FULL-CHARGED BOOKKEEPING - bank reconciliations; sales and AR management; expense tracking and AP management; payroll ***FULL CYCLE ACCOUNTING - Closing of books / month-end close preparation; Profit & Loss, Balance Sheet, Cashflow statement ***BUDGETED FINANCIAL STATEMENTS and FORECAST REPORTS - profit and loss forecast to track your targets and cashflow budgets to help you manage cash with ease ***Conversion/transition to new accounting software, QB to Xero, or vice versa My SKILLS: ***CRITICAL THINKER, STRONG ATTENTION-TO-DETAILS, and METICULOUS*** ***ADVANCED KNOWLEDGE of MS EXCEL and GOOGLE SPREADSHEETS*** ***PROFICIENT in Xero and Quickbooks Online accounting software. ***Has extensive knowledge of online e-commerce marketplace - Amazon, Shopify, Walmart, eBay, and Big Commerce MY EXPERTISE is: ***E-commerce sellers and resellers ***SaaS companies ***General Service Industry / B2B or B2C Companies ***Advertising/Digital Marketing businesses and SaaS companies Softwares used and experienced with: Stripe; Chargebee; Bill.com; Expensify; Gusto; Justworks; Harvest; Taxjar; Avalara; A2X; TaxomateAccount Reconciliation
GAAPShopifyAmazonIncome StatementGeneral LedgerInventory ManagementAccountingStripeXeroFinancial AccountingBalance SheetMicrosoft ExcelBookkeepingIntuit QuickBooks - $100 hourly
- 4.8/5
- (11 jobs)
Certified Public Accountant (CPA) - PROPERTY MANAGEMENT Highly efficient accounting expert with over 15 years of experience specializing in Real Estate and Property Management Accounting Services. I can offer your business an array of skills including tax return preparation and filings, budgetary planning, CAM reconciliations, cash flow forecasting, financial analysis, cost saving strategies, process improvements, accounting and reporting. I have proven results delivering quantifiable profitability through cost controls and analytical reasoning. I have a track record of exceeding all goals and deadlines in fast-paced environments. • Tax Return Preparation • P & L Management • Financial Planning & Analysis • Cash Flow Analysis • GAAP • Balance Sheet • Account Reconciliations • Technical AccountingAccount Reconciliation
Real EstateYardi SoftwareCPAFinancial ManagementBudget ManagementGeneral LedgerCash Flow AnalysisTax ReturnIntuit QuickBooks - $45 hourly
- 5.0/5
- (2 jobs)
My experience in accounting/ finance specializes in data entry, customer/vendor communication, and account reconciliation. With my background I am flexible with hours and consistent with going above and beyond for any company I work with.Account Reconciliation
FilingCustomer ExperienceHyland Software OnBaseData EntryDocumentationOracle APEXData CollectionMicrosoft Dynamics 365Data ProcessingOracle - $35 hourly
- 5.0/5
- (4 jobs)
An accounting professional with bookkeeping experience, as well as skills covering financial areas, such as ledger analysis, financial statements, budgeting, auditing practices and other regulations. Also possessing results driven skills in Quickbooks and MS Office.Account Reconciliation
Microsoft OfficeGoogle SheetsQuickBooks OnlineFinancial AnalysisMicrosoft ExcelBookkeepingAccounting BasicsAccounts Payable - $75 hourly
- 5.0/5
- (5 jobs)
As a seasoned accounting and consulting professional with over 20 years of experience, I specialize in delivering comprehensive bookkeeping and financial advisory services to small and medium-sized businesses. My expertise encompasses: Bookkeeping Excellence: Accurate financial data management, including accounts payable and receivable, bank reconciliations, and financial statement preparation. Specialize experience in Construction & Real Estate Development: Successfully ongoing management of AIA draw processes, perform job-cost accounting for better project insights, and operational experience that is of value above and beyond accounting functions. Financial Analysis: In-depth analysis to provide actionable insights for business growth and efficiency. Process Improvement: Streamlining accounting processes to enhance accuracy and productivity. Key Achievements: Recovered over $1 million through meticulous audits, implementing controls to prevent future discrepancies. Guided a client in acquiring a business ten times their size, facilitating a transformative expansion. Secured a $1.4 million closeout change order on a public school project, significantly exceeding initial offers. Education & Training: QuickBooks ProAdvisor Bachelor of Arts in Business Administration, University of Florida Technical Proficiencies: QuickBooks Desktop, Online, and Enterprise Microsoft Excel, including advanced functions and pivot tables Project management tools such as MS Project and SharePoint I am dedicated to helping businesses achieve financial clarity and operational efficiency. Let's discuss how I can support your business goals—message me to schedule a consultation.Account Reconciliation
Financial StatementJob CostingProofreadingCost AccountingBookkeepingAccountingPayroll AccountingBank ReconciliationChart of AccountsIntuit QuickBooks - $60 hourly
- 5.0/5
- (9 jobs)
*Monthly Bookkeeping Services *Account Reconciliation *Accounts Payable *Accounts Receivable *Clean Up/Catch Up Bookkeeping *Quickbooks Certified ProAdvisor "April listened to my objectives and goals then proceeded to successfully achieve every task. April is a diligent listener and organized my finances in a way where I can read and understand my financial statements. What i appreciate most is April understands and respects confidentiality. I will continue to recommend April to my fellow Entrepreneurs." I can make your life easier by: -Giving you back more of your time -Customizing your services to your needs -Streamlining as many processes as possible -Working with your Accountant/CPA come tax time Send me a message with a brief description of your company, your goals and what type of services you're looking for. If it seems like a good fit, we'll schedule a chat.Account Reconciliation
General LedgerFinancial ReportJob CostingFinancial AnalysisAccounting Principles & PracticesInvoicingIntuit QuickBooksBookkeepingAccounts PayableAccounts Receivable - $60 hourly
- 4.8/5
- (24 jobs)
🏆 QuickBooks ProAdvisor Certified 🏆 Xero Advisor Certified 🏆 Gusto People Advisor Certified 🏆 Top Rated Pus Freelancer If you use QuickBooks Online or Xero and need bookkeeping setup, cleaning, and monthly services, you've come to the correct place. I'll assist you to move forward.😃 Business owners frequently complain that their financial statements are too difficult to understand, their records need to be more organized, or that maintaining their books requires too much work. 𝐖𝐡𝐲 𝐌𝐞? In the ocean of Bookkeepers, you might ask, "𝐖𝐡𝐲 𝐬𝐡𝐨𝐮𝐥𝐝 𝐈 𝐜𝐡𝐨𝐨𝐬𝐞 𝐭𝐡𝐢𝐬 𝐨𝐧𝐞?" Great question❗Here's the scope:👉 I'm not just a bookkeeper but your Financial Storyteller, translating complex data into understandable insights. With expertise in QuickBooks Online, Xero, and much more, I have the toolbox to help your business. I will assist you in learning and growing your business. Forecasts, variance analysis, large picture systems analysis, and number-based decision-making.📈 🛠️ 𝐒𝐤𝐢𝐥𝐥𝐬 𝐚𝐭 𝐘𝐨𝐮𝐫 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 🛠️ 𝟏. QuickBooks Online & Xero (From Setup to Cleanup) 𝟐. Financial Statement & Reporting (Income Statements & Cash Flows) 𝟑. Bookkeeping Catchup / Cleanup 𝟒. Microsoft Excel Mastery 𝟓. Bank & Account Reconciliation 🎯𝐏𝐫𝐨𝐜𝐞𝐬𝐬 & 𝐁𝐞𝐬𝐭 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞𝐬 🎯 🎯 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 𝐂𝐚𝐥𝐥: We kick things off with a chat to understand your specific needs & goals. 🎯 𝐂𝐮𝐬𝐭𝐨𝐦 𝐏𝐥𝐚𝐧 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧: Strategy that aligns with your business objectives. 🎯 𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 & 𝐑𝐞𝐠𝐮𝐥𝐚𝐫 𝐔𝐩𝐝𝐚𝐭𝐞𝐬: Transparency at every step, with regular check-ins. 🎯 𝐅𝐞𝐞𝐝𝐛𝐚𝐜𝐤 & 𝐀𝐝𝐣𝐮𝐬𝐭𝐦𝐞𝐧𝐭: Your input is crucial; adjustments are made to ensure alignment. 🎯 𝐒𝐮𝐜𝐜𝐞𝐬𝐬: Your Business's Financial health improves. 𝐂𝐮𝐫𝐢𝐨𝐮𝐬❓ 𝐈 𝐁𝐞𝐭 𝐘𝐨𝐮 𝐀𝐫𝐞❗ 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞❓❓❓ ✅ 𝐓𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧: your business is unique; your bookkeeping solution should be, too. ✅ 𝐓𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧: Clear, concise updates. ✅ 𝐏𝐫𝐨𝐚𝐜𝐭𝐢𝐯𝐞 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡: I anticipate and implement a proactive action. ✅ 𝐓𝐫𝐮𝐬𝐭𝐞𝐝 𝐀𝐝𝐯𝐢𝐬𝐨𝐫: Beyond Bookkeeping, I'm here to offer insights and advice. ✅ 𝐓𝐞𝐜𝐡-𝐒𝐚𝐯𝐯𝐲: Leveraging the latest tools to bring efficiency and insights to your financials. ✅ 𝐓𝐫𝐮𝐬𝐭𝐰𝐨𝐫𝐭𝐡𝐲: Confidentiality and Integrity are the cornerstones of my work. ✅ 𝐏𝐞𝐚𝐜𝐞 𝐨𝐟 𝐌𝐢𝐧𝐝: Rest easy knowing your books are in expert hands. But don't just take my word for it. 𝐋𝐞𝐭'𝐬 𝐜𝐡𝐚𝐭 and see how I can help transform your business's financial landscape. It's time to turn those question marks into exclamation points❗ 𝐏.𝐒. Remember, the right bookkeeper doesn't cost you money; 𝐭𝐡𝐞𝐲 𝐬𝐚𝐯𝐞 𝐲𝐨𝐮 𝐦𝐨𝐧𝐞𝐲. Let's uncover the hidden data in your financials together. Excited to be working with you❗Feel Free to hit the "𝐈𝐧𝐯𝐢𝐭𝐞 𝐭𝐨 𝐈𝐧𝐭𝐞𝐫𝐯𝐢𝐞𝐰" button, and let's move forward. Your Financial Clarity is just a conversation away. 𝐏.𝐒. Wondering about Specific Services❓ I'm all ears. 𝐃𝐫𝐨𝐩 𝐦𝐞 𝐚 𝐦𝐞𝐬𝐬𝐚𝐠𝐞. Let's start the conversation. 🟢𝐘𝐨𝐮𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐞𝐚𝐜𝐞 𝐨𝐟 /𝐦𝐢𝐧𝐝 𝐜𝐨𝐮𝐥𝐝 𝐛𝐞 𝐣𝐮𝐬𝐭 𝐚 𝐜𝐡𝐚𝐭 𝐚𝐰𝐚𝐲.👆Account Reconciliation
Financial AnalysisFinancial StatementIncome StatementChart of AccountsQuickBooks EnterpriseXeroQuickBooks OnlineCash Flow StatementAccounts ReceivableAccounting BasicsMicrosoft ExcelBank ReconciliationIntuit QuickBooksBookkeeping - $57 hourly
- 4.8/5
- (23 jobs)
A 30 minute free consultation phone call, going over your books and bookkeeping needs will set your mind at ease, knowing I have the skills and passion to accomplish what you need. I have worked with QuickBooks since 2005 and with the needed knowledge of the virtual world, we will find which remote access support works best for you. As a QuickBooks Advance Certified ProAdvisor, I offer full bookkeeping services along with new books set up, clean up services and virtual training to those who want to learn to do their own books. Just out of high school, in 1980, I began my career in the banking industry accounting department. In 1992, with my husband, we opened a small HVAC company in Lake County Fl. After my husband passed in 2000, I continued to grow the company into a large success. My responsibilities included the overall management of operations and full charge bookkeeping / payroll for the company. I created procedures for the Sales, Service, Dispatch, Customer Service and Purchasing departments, growing, and managing the successful company to serve 4 central Florida counties with 30 employees, 24 vehicles and over 4000 customers at the time of the business sale in 2013. From 2011 thru 2013 I had the honor of being an active volunteer Treasurer and Board member for the American Legion Auxiliary Unit 219 in Fruitland Park, FL where I set up the bookkeeping system in QuickBooks and was hands on with all fundraising activities. After selling the HVAC business in 2013, I opened Small Business Bookkeeping Services, providing personalized accounting services to a broad range of clients across the Florida area. One of my expertise areas is helping the service industry to set up job costing for better profit and reporting. Let me take the bookkeeping worries off of you so you can focus on the other important areas of your business. I am ready to be the asset your company needs and look forward to talking with you soon about how we can achieve your goal. QuickBooks Advanced ProAdvisor ~ Full charge Bookkeeping ~ Job Costing ~ Account Reconciliation and Analysis ~ Payroll Processing ~ Payroll Tax Filing ~ General Accounting and Financial Auditing ~ Strategic Business Management ~ Regulatory Compliance and Standards ~ Microsoft Office ~ QuickBooks Desktop and QuickBooks Online Training ~ Start up ~ Clean up ~ Sales Tax FilingsAccount Reconciliation
QuickBooks OnlineVideo CleanupTrainingSales TaxBookkeepingAccounting SoftwareBalance SheetAccounting BasicsIntuit QuickBooksNumeric FluencyBank Reconciliation - $50 hourly
- 4.6/5
- (21 jobs)
Are your books messy? It's okay! I am here to help! I specialize in cleaning up and catching up Quickbooks Online books. I am used to working closely with CEO’s and I have a streamline the process to get the answers I need without multiple meetings. I understand you have a company to run, and that is what you excel at. I can get your books clean and keep them clean with monthly bookkeeping! I have helped small businesses save $4,000-$9,000 annually with efficient bookkeeping practices. When your books are correct and managed carefully, you can value your reporting, and from there, you can make efficient business decisions. I also help small business owners understand their Profit and Loss and Balance Sheets, so you will have your finger on the financial pulse of your company. I provide monthly bookkeeping services with Quickbooks Online, including account reconciliation, A/P, A/R, and payroll. I particularly love cleaning up books, so if your books are a mess, don't stress, I can help!! I have set up new Quickbooks Online accounts as well as transferring Quickbooks Desktop to Online. I have a particular interest in veterinary medicine and service based industries, but also serve a range of small businesses. Let's have a meeting and let me help solve your bookkeeping headache!Account Reconciliation
Financial AccountingVideo CleanupLight BookkeepingVirtual AssistanceQuickBooks OnlineBookkeepingMicrosoft ExcelAccounting BasicsAccounts PayableBank ReconciliationAccounts ReceivableIntuit QuickBooks - $65 hourly
- 4.6/5
- (8 jobs)
At Noble Accounting & Tax Solutions, we believe businesses and individuals of all sizes and income levels deserve to have their tax and accounting needs to be met professionally and attentively. With over 15 years serving clients nationwide, our company prides itself on maintaining professional certifications and dedicating time and resources to continuing education and professional development. This dedication to knowledge and training allows us to provide our clients with the highest level of service and added value by staying up-to-date with the latest tax law changes, new tax deductions, and accounting techniques. When you work with Virtual Tax Pros, you’ll receive expertise, quality and professionalism, and personalized treatment. Service virtual/online clients Budgeting Financial modeling and management Bank reconciliation Business startups Financial and tax reporting GAAP Audits Internal controls Quickbooks Payroll Tax compliance and planning Cash-flowsAccount Reconciliation
Data EntryBookkeepingCertified Tax PreparerQuickBooks OnlineIntuit QuickBooksFinancial AccountingAccounts ReceivablePayroll AccountingMicrosoft ExcelTax PreparationTax Return - $50 hourly
- 4.9/5
- (29 jobs)
I help growing businesses clean up their bookkeeping and finally understand where the money is coming and going in their business. If you are… Behind on your bookkeeping… Confused about what your financial statements really mean and what reports you should be looking at… Struggling to find balance between running a business and spending time doing the things you enjoy with the people who matter most… Then I can help you! I can help you finally understand what your financial reports are telling you and help you use that information to maximize profitability, improve margins, and cut unnecessary spending. I can help you keep your bookkeeping up to date so you’re ready at tax time and don’t have to file an extension I can help you get back 10+ hours a month so you can focus on the money-making activities in your business, spend more time doing what you love, and stop missing out on time with your loved ones. I have helped clients from a variety of industries but my specialty is working with real estate investors, professional services providers, and construction companies. If you’re ready to move forward, here’s what to do next: Step 1: Hire me! Let’s set up a free consultation and find out if we are a good fit. Step 2: Virtual setup. Add me to your QBO account and provide me with view-only access to your bank accounts. Step 3: Sit back and relax while your bookkeeping gets done. The services I offer are: Monthly QuickBooks Online Bookkeeping Services to ensure your revenues and expenses are always categorized correctly Bookkeeping Checkups, Setups, and Cleanups Accounts Payable to ensure your bills are always paid on time Accounts Receivable to help you collect from your customers even faster Preparation of customized reports and financial statements that you will need to file your taxes and analyze your business performance Payroll Administration Sales Taxes Administration My Qualifications: Quickbooks Online Certified ProAdvisor Quickbooks Time Proadvisor Gusto People Advisory Melio payments expert 60 Day Bookkeeper Program: Accounting and QuickBooks Online curriculum. Send me a message and let’s get started!Account Reconciliation
QuickBooks OnlineGustoMicrosoft OfficeAccounts PayableAccounts ReceivableBookkeeping - $45 hourly
- 4.8/5
- (7 jobs)
I am an Accounting Major and Quickbooks online expert. I specialize in helping creatives, solopreneurs, small businesses and hard working individuals spend less time on bookkeeping and more time growing a profitable business. Not sure if you’re using your QuickBooks to its full potential? Do your reports look weird or off? Don’t know if the entries you’re making are correct? Losing money because it is just too much to track? Let me do a Quickbooks review and show you how I can help you. Am I a good fit for you? - Are you a small or start-up business needing 5 - 20 hours per month of bookkeeping? - Are you using (or ready to switch to) QuickBooks Online? - Do you need an expert who can teach you what you need to know in plain English? - Would you like to be able to ask an expert your questions as needed? - Are you looking for help with one of these industries: * Real Estate * Professional Services (Photography, wedding planners, Health coaches, and more) * Construction/ construction trades, Engineers, Architects. If you answered yes to the above questions, here’s how I can help you with your small business. Set Up, Catch Up, and Keep Up your QuickBooks Online Bookkeeping so you don't have to worry about it. I will: - Accurately record your transactions so you can have clean, tax-ready financials - Keep a clean paper trail and attach supporting documentation in QBO - Pay your bills for you using Bill.com - Reconcile your bank accounts so you can be sure the numbers are right - Customize reports so you can understand the numbers and gain actionable insights How it works in 3 easy steps: 1. Add me as an Accountant user to your QuickBooks Online account 2. Set up view-only access to your bank, credit card, and loan statements 3. I get your bookkeeping caught up, cleaned up, and kept up so you don’t have to worry! You can find a detailed step-by-step guide in my Portfolio. I can help you with the following Bookkeeping services: • Accounts Payable • Accounts Receivable • Expense Transaction Entry & Categorizing • Journal Entries • Invoicing • Monthly Reconciliation • Month – End & Year-End Closing • Clean-up & Catch-up Services • QuickBooks Desktop Conversion to QuickBooks Online • QBO set up • Financial Reports • Ongoing Virtual Bookkeeping Here's what I want you to do next: If you are interested in an expert bookkeeper to give you peace of mind and take bookkeeping off your plate. The next step is to send me a message to start a conversation about your project and your needs. Don't worry - there's no obligation, and the goal is to see if we are a good fit to work on your project together. At the very least, you'll get my input on your bookkeeping situation. If we are a good fit, you'll get tax-ready, accurate, and timely financials prepared by an expert that you can rely on. I offer quality for your trust. You work hard to promote and grow your business. Let me organize and take care of your books! Please send me a message and let's chat!Account Reconciliation
Income StatementQuickBooks OnlineAccounts Payable ManagementAccounts Receivable ManagementFinancial ReportBookkeepingBank ReconciliationBalance SheetAccounting BasicsData EntryMicrosoft ExcelAccounting SoftwareIntuit QuickBooks - $65 hourly
- 5.0/5
- (4 jobs)
If you are in need of an experienced bookkeeper and use QuickBooks Online - look no further. I have over 20 years of bookkeeping and administration experience working with Churches, Service-based industries, QuickBooks Live Bookkeeping, and other businesses. I am a QuickBooks Online Pro-Advisor and am a Certified Professional Bookkeeper. I also am a Pastor's wife and have my bachelor in Missions and my master’s in Biblical counseling. Does bookkeeping overwhelm you? Are you just getting started? Don’t have enough time to manage your bookwork? Are you behind on your bookwork? Let me help! Reach out, and let’s talk about your business goals and challenges and how I can help make your work and life more pleasant. QuickBooks Online Service Highlights ( I can help you with…) *Setting up your account *Cleaning up your books *Catching your books up- if your books are in arrears *Data entry: Banking, Credit cards, payments, deposits, invoices, bills, etc. *Reconciliation: Bank accounts, Credit Cards, Loans *Reporting: Timely and accurate financial reports prepared *Accounts Receivable *Budgets I have been a Pastor's Wife for over 20 years, all while doing the church's books. I have helped them track donations, stay within budget by helping with cost-saving advice and reporting. I have also been keeping books and doing administrative work for other businesses. I keep the books up to date, accounts payable, accounts receivable invoices, billing, monthly, quarterly reporting, and preparing for taxes. Together we can increase your profitability, expand your business, save you money, all while freeing up your time. Just schedule a meeting with me so I can help you do what you do best.Account Reconciliation
General LedgerQuickBooks OnlineBookkeepingMicrosoft OfficeBalance SheetBank ReconciliationAccounting BasicsIntuit QuickBooksData EntryAccounts ReceivableAccounts Payable Want to browse more freelancers?
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