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  • $250 hourly
    • 5.0/5
    • (36 jobs)
    I am a bilingual Certified Public Accountant (CPA) with 10 years of experience in the field, I have dedicated my career to public accounting. I used to work for top tier public accounting firms with a diverse range of clients, primarily consisting of public and private asset management companies, small to mid-sized hedge funds (with assets under $100 million), as well as public and private banks. Presently, my focus has shifted towards offering comprehensive accounting services to small business owners and startups across various industries, including technology, healthcare training, non-profit organizations, media, and more. My extensive expertise encompasses financial statement reporting, in-depth accounting research based on U.S. Generally Accepted Accounting Principles (GAAP), regular basis accounting & bookkeeping, individual taxes etc. I am proficient in QuickBooks and Wave. I am currently assisting with businesses with managing their books and offering ad-hoc advisory and consulting services. My professional goal is to establish long-term partnerships where I can contribute to the growth of my clients' businesses. I aim to serve as their all-in-one solution for vital business services, offering outsourced accounting, bookkeeping, and more. **List of Services** -Audit Contractor -Review of Financial Statements -Compilation of Financial Statements -Preparation of Financial Statements -Outsourced Accounting and Bookkeeping Services(monthly basis or one time project) -Audit of Accounts -Individual Tax -Financial Planning LINS Accounting & Advisory, LLC
    Featured Skill Account Reconciliation
    Financial Reporting
    GAAP
    Technical Accounting
    Financial Report
    Chart of Accounts
    Financial Accounting
    Financial Audit
    Bank Reconciliation
    Accounting Basics
    Intuit QuickBooks
    Bookkeeping
    Microsoft Excel
  • $65 hourly
    • 4.9/5
    • (21 jobs)
    I am a Certified Xero Advisor, Xero Partner, Gusto Partner. I have worked daily with integrated apps, such as Gusto (payroll processing) Chargebee (SAAS Billing platform) Stripe (payment processing) Wise (Multi currency banking) Zendesk (CRM) Hubdoc (Data capture expenses) Slack, Google Apps, QuickBooks Desktop. 25+years bookkeeping experience. Are you a small business who can't find the time to do the bookkeeping? I'm here to help! *Bank reconciliation *A/R A/P *Deposit reconciliation *General bookkeeping needs *Audit/clean up of accounts *Xero training and ongoing support *Chargebee training and ongoing support *Gusto training and ongoing support *Consulting on small business needs *Integrated App set up I am highly reliable, dedicated and motivated. Looking forward to speaking with you soon! Ana
    Featured Skill Account Reconciliation
    Startup Company
    Training
    Gusto
    Accounting Principles & Practices
    Xero
    Financial Audit
    SaaS
    Benefits
    Stripe
    GAAP
    Accounting Basics
    Accounting Software
    Bank Reconciliation
    Bookkeeping
  • $35 hourly
    • 5.0/5
    • (54 jobs)
    I am an experienced Accountant and Bookkeeper with over 5 years of hands-on experience in managing financial records, preparing financial statements, and providing tax advisory services. My expertise also includes being a QuickBooks Pro Advisor, ensuring that my clients have accurate and up-to-date financial data. Throughout my career, I have had the pleasure of working with a variety of businesses, including franchise restaurants, gyms, auto repair shops, and more. This diverse experience has given me a deep understanding of the unique financial challenges that different industries face, and has allowed me to develop tailored solutions to meet their specific needs. My services include bookkeeping, payroll management, tax planning and preparation, financial analysis and reporting, and much more. I pride myself on being detail-oriented and committed to delivering timely and accurate results to my clients. If you are looking for a reliable and skilled accountant and bookkeeper, I am here to help. Please feel free to reach out to me with any questions or to discuss your specific needs. I look forward to working with you!
    Featured Skill Account Reconciliation
    Accounting Tools Setup
    Financial Reporting
    Bank Reconciliation
    Accounting
    Ecommerce
    Accounts Payable
    Accounts Receivable
    Buildium
    Shopify
    Microsoft Excel
    Zoho Books
    Xero
    QuickBooks Online
    Bookkeeping
  • $50 hourly
    • 5.0/5
    • (24 jobs)
    12+ years experience in the field of accountancy, bookkeeping, tax and finance as an affiliate chartered accountant and ACCA. IRS-authorized Tax Preparation & E filing. Expert in US tax Preparation & Planning 🎯 1040, 1040NR, 1120, the 1120S, 1065, 5472, 5471, 990EZ for new 501c3, 1122, FBAR, etc as well as Payroll Tax / HR- Form 941/ 944, W2 preparation. As a Certified Accountant with over 12 years of global experience with PwC and Financial Controller, Finance Manager in different organizations, I offer a wide range of financial services (including QuickBooks, Xero, Oracle, SAP Business One and Microsoft Dynamics & Finance &Operations bookkeeping). I have served in various roles such as financial controller, virtual CFO, financial advisor, finance manager, bookkeeper(QuickBooks, Xero bookkeeping), US tax expert, and accountant for entities worldwide, including those in the US, Asia, and Europe. I provide comprehensive financial and accounting services that include bookkeeping, compliance with US GAAP and US taxation, adherence to IFRS, financial reporting (QuickBooks, Xero bookkeeping), risk management, and external auditing. I excel across various industries, particularly in E-commerce, and hold certifications in QuickBooks Online, Microsoft Dynamics 365, and Xero, among others. As a seasoned specialist in US Tax Preparation & Planning, I am proficient in preparing and filing various forms including 1040, 1040NR, 1120, 1120S, 1065, 5472, 5471, 990EZ, and FBAR. I offer my services to a diverse range of businesses, ensuring meticulous and compliant filing of Income, Sales, and Payroll taxes . My specialization also involves setting up books, creating charts of accounts, managing payroll, and performing client trust accounting, bank reconciliations, and tax planning ( in QuickBooks, XERO, Wave, ZohoBooks, MYOB, Microsoft Dynamics Business Central, Oracle and SAP B1 ( Business One) Cashflow, FreshBooks, Microsoft Dynamics AX 2012.). I also offer expertise in accounts receivable, accounts payable, financial statement preparation, and software assistance (QuickBooks, Xero bookkeeping) as well as Accounting Standards Evaluation – US GAAP & IFRS, Financial Modeling Forecasting Budgeting. The services I provide encompass monthly bookkeeping ( including QuickBooks, and Xero bookkeeping) for organizations of all sizes, financial statement preparation, financial modeling, and reconciliation of bank and account records. Additionally, I design Standard Operating Procedures (SOPs), perform business process reengineering, and handle various data visualization tasks. As a financial advisor and virtual CFO, I provide strategic financial analysis, forecasting, and leadership, tailored to meet the needs of your business. My portfolio spans multiple industries including E-commerce, Textile Composite, Electricity Production, FMCG, Sugar Industry, Education Services, Automation and Control Equipment, Telecommunication, and Banking and Capital Markets. I am committed to delivering top-tier financial and accounting solutions ( including QuickBooks, and Xero bookkeeping)and am readily available to answer any queries you might have, to enhance your financial understanding and decision-making as well as provide my clients with performance that is unbeatable and 100% availability during business hours. Certified QuickBooks ProAdvisor Accountant! Expert in Intuit QuickBooks and Intuit payroll services Let's schedule a quick meeting to discuss your problems and find effective solutions.
    Featured Skill Account Reconciliation
    Business Valuation
    Bank Reconciliation
    Revenue Management
    Revenue Cycle Management
    Accounts Payable
    QuickBooks Online
    Financial Statement
    Financial Audit
    Financial Model
    Tax Preparation
    Business Modeling
    Bookkeeping
    Accounting Basics
    Management Accounting
  • $35 hourly
    • 4.9/5
    • (55 jobs)
    Over 23 years of experience in the Accounting Profession. Skilled in Microsoft, Bank Reconciliations, Financials statements, Inventory Management and Spread Sheet creations. Bookkeeping and Inventory management. (Wave Accounting, Quick books online, ECT.)
    Featured Skill Account Reconciliation
    PDF
    PDF Conversion
    Data Mining
    Wave Accounting
    Data Entry
    Bookkeeping
    QuickBooks Online
    Microsoft Office
    Microsoft Excel
    GAAP
    Accounts Receivable
    Accounts Payable
    Bank Reconciliation
  • $20 hourly
    • 4.9/5
    • (38 jobs)
    15+ Years of Financial Expertise | Streamlined Solutions for Startups, Nonprofits, and Businesses I specialize in simplifying finances for solopreneurs, enterprises, and everyone in between. My tailored services save time, reduce stress, and ensure IRS compliance—so you can focus on what matters most. Core Services ✅ Tax Preparation & Filing ** Individual & Business Expertise: - Individuals: Form 1040, Schedule C (sole proprietors), Schedule E (rental income), Schedule SE (self-employment tax), Form 1040-ES (estimated taxes) - Small Businesses: Form 1065 (partnerships), Form 1120-S (S-corps), Form 1120 (C-corps/cooperatives) - Nonprofits: Form 990 series (standard, EZ, PF, e-postcard) - Specialty Filings: Foreign income (Form 2555, FBAR, Form 8938), gift/estate tax (Form 709), rental property income ** IRS Compliance & Audit Support: - Audit representation (Form 2848, Form 8821) - Penalty abatement (Form 843) - Amendments (Form 1040-X, Form 1120-X) ** Tax Planning & Complex Scenarios: - Self-employed: Quarterly filings (1040-ES), deduction optimization - Expats/international: FATCA compliance, Form 5471 (foreign corporations), Form 8865 (foreign partnerships) - Tax-exempt orgs: Form 1023/1024 (tax-exempt status), Form 990-T (unrelated income) ✅ Accounting & Bookkeeping - Daily bookkeeping (QuickBooks, Xero, FreshBooks) - Bank reconciliation, A/P & A/R management, financial reporting - QuickBooks Cleanup: Fix errors, reconcile accounts, organize records - Payroll processing & sales tax compliance ✅ Customized Support for Your Needs - Startups: Financial roadmaps, budgeting, IRS registration - Established Businesses: Month-end closeouts, cash flow analysis - Nonprofits: Form 990 prep, donation tracking, grant reporting Flexible Availability: Serve clients across EST, CST, PST, MST Why Choose Me? 🔹 Tailored Solutions: Services scaled to your industry and size. 🔹 Software Expertise: QuickBooks, TurboTax Pro, NetSuite, Excel. 🔹 Stress-Free Process: Clear deadlines, year-round support, audit-ready records. 🔹 Peace of Mind: Error-free filings and proactive tax strategies. ➔ QuickBooks chaos? I’ll organize and streamline your books. ➔ Tax season overwhelm? I’ll handle filings and compliance. ➔ Focus on growth? I’ll manage the numbers behind the scenes. ➔ Global expansion? I’ll navigate international tax rules. Let’s Simplify Your Finances. 📩 Message me today for a clutter-free financial workflow! IRS tax filing specialist, State and local tax (SALT) compliance, Multistate tax filing expert, International tax compliance (FATCA, FBAR), Tax code updates 2025, IRS audit representation, Tax penalty abatement, Tax resolution services, IRS installment agreement setup, Cryptocurrency tax reporting (Form 8949/1099-DA), NFT income tax preparation, Gig economy tax filing (1099-K, 1099-NEC), Real estate investor tax strategy (Schedule E), Small business tax deductions (Schedule C), Tax minimization strategies, Quarterly estimated tax planning, Retirement tax planning (IRA, 401(k)), R&D tax credit specialist, QuickBooks Online Certified ProAdvisor, Xero accountant certified, TurboTax Expert, Tax software automation (Avalara, Drake Tax), LLC/S-Corp tax filing specialist, Nonprofit tax compliance (Form 990), E-commerce tax advisor (Sales tax nexus), Freelancer/self-employed tax prep, Expat tax services (Form 2555), Cross-border taxation, VAT/GST compliance, Foreign entity taxation (Form 5471/8865), ESG tax incentives advisor, Carbon credit tax reporting, Sustainable business tax strategies, IRS Direct File system expert, Form 1099-K threshold changes, Tax gap compliance strategies, IRS communication liaison, Tax audit risk assessment, Multi-year tax planning, California LLC fee compliance, Texas franchise tax expert, New York City Unincorporated Business Tax (UBT), Remote employee state tax withholding, Digital nomad tax advisory.
    Featured Skill Account Reconciliation
    Financial Reporting
    Accounts Payable Management
    US Taxation
    Accounts Receivable Management
    Cost Control
    Tax Preparation
    Financial Audit
    Bookkeeping
    Accounting
    Balance Sheet
    Payroll Accounting
    Bank Reconciliation
    Intuit QuickBooks
  • $30 hourly
    • 5.0/5
    • (4 jobs)
    I am a Certified Public Accountant (CPA) with an MBA, bringing a wealth of financial expertise and a proven track record in accounting. With three years of hands-on experience as an accountant and an additional two years working for a prestigious Big 4 accounting firm, I am well-versed in diverse financial landscapes. Professional Experience: In my early career, I honed my skills working as an accountant, gaining practical insights into financial management and reporting. This foundational experience laid the groundwork for my transition to a role at a Big 4 accounting firm, where I have spent the last two years contributing to complex financial projects and enhancing my proficiency in industry-leading practices. Key Skills: Financial Accounting Auditing Taxation Financial Analysis Budgeting and Forecasting Compliance and Regulatory Knowledge Risk Management Industries Expertise: My professional journey has exposed me to a spectrum of industries, including but not limited to manufacturing, technology, healthcare, and finance. This diversified experience has equipped me with the adaptability and strategic thinking required to excel in various business environments. What Sets Me Apart: CPA and MBA Credentials: Holding both the CPA and MBA qualifications, I bring a unique blend of technical expertise and strategic business acumen to the table. Big 4 Experience: Working with a globally recognized Big 4 firm has fine-tuned my ability to navigate complex financial scenarios and provide innovative solutions. Multifaceted Industry Exposure: My experience spans across diverse industries, enabling me to offer insights and solutions tailored to the specific needs of each sector. Objective on Upwork: Currently seeking part-time opportunities to leverage my skills and contribute to the success of businesses in need of financial expertise. Whether it's assisting with accounting tasks, financial analysis, or strategic planning, I am committed to delivering high-quality results. Let's Collaborate: If you're seeking a seasoned professional who can bring a wealth of financial knowledge to your team, let's connect. I am enthusiastic about taking on new challenges and contributing to the success of your projects. Thank you for considering my profile, and I look forward to the possibility of collaborating with you!
    Featured Skill Account Reconciliation
    Tax Planning & Advisory
    Tax Accounting
    Tax Preparation
    US Taxation
    Tax Return
    Accounts Receivable Management
    Accounts Payable Management
    Bookkeeping
    Cost Variance Analysis
    Budget
    SEC Reporting
    CPA
    GAAP
  • $120 hourly
    • 5.0/5
    • (6 jobs)
    I am a NYS licensed CPA with a passion for helping small to medium businesses navigate the financial world. I have 4 years of Public Accounting Experience (Big 4) and 3 years as a freelancer. My freelance projects range from not-for-profit consulting to personal tax preparation/planning. I can offer you: - Budgeting/Forecasting - Financial Reporting - Financial Analysis - Reconciliations - Auditing I have experience with SAP, Oracle, JD Edwards, Xero, Quickbooks (including online) and ProConnect Tax Software. Additionally, I am a certified QuickBooks ProAdvisor.
    Featured Skill Account Reconciliation
    Financial Reporting
    CPA
    IRS Income Tax Audits
    Personal Budgeting
    Financial Analysis
    Intuit QuickBooks
    Budget Management
    Payroll Accounting
    Tax Preparation
  • $85 hourly
    • 5.0/5
    • (8 jobs)
    I'm a detail oriented professional with excellent communication skills who has over 20 years of full cycle accounting. I have worked in the property management industry, insurance and e-commerce sectors. I’m proficient in Quickbooks, Yardi Voyager, Rent Manager, EPIC and Excel. I'm interested in working on a part- time basis Other top skills and experience: Financial reporting Bank reconciliations Accounts receivables Accounts payables Variance analysis Budgeting Cleaning books System conversions Customer service I provide accurate, quality work and look forward to working with you.
    Featured Skill Account Reconciliation
    Real Estate
    Bookkeeping
    Financial Reporting
    QuickBooks Online
    London Computer Systems Rent Manager
    Yardi Software
    Balance Sheet
    Intuit QuickBooks
    Microsoft Excel
    Bank Reconciliation
    Financial Accounting
    Accounts Payable
  • $175 hourly
    • 5.0/5
    • (12 jobs)
    >> Preparation of US GAAP Financial Statements for Start-up and Emerging Growth Companies >> Preparation of Proforma Financial Statements >> ASC 842 Leases Accounting >> ASC 606 Revenue from Contract with Customers Accounting >>ASC 718 - Stock Based Compensation, Equity Rec, Carta set-up >> ASC 805, Business Combination Accounting >> Variable Interest Entity (VIE) Analysis >> Complex Debt Instrument's (Convertible Debt) Accountig >> Debt Modification and Debt Restructuring Accounting >> Other Technical and Operational Accounting support Are you a Start-up or Emerging Growth Company in need of expert technical accounting, auditing, and support services? Do you need financial statements urgently? Are you seeking audited financial statements to attract potential investors? Perhaps you currently manage your books and records through credit card or bank payments without proper documentation? Have you approached consultants only to find that they demand exorbitant fees and longtime to deliver? and list goes on? Look no further! I am here to transform your financial challenges into strategic advantages. I understand the unique needs of emerging ventures. With meticulous precision, I handle your accounting and auditing needs, allowing you to focus on propelling your vision forward. Beyond number-crunching, I provide comprehensive support in pitch decks, financial forecasting, and risk management. I will help you navigate cash flow, funding, and investor relations. With our guidance, you can confidently present your financial story to potential investors. My qualifications (CPA - US, ACCA, CA, cybersecurity from Harvard University) along with my diversified, multinational work experience of 12+ years gives me a unique skill set to serve your business needs in the areas of accounting, auditing, finance. Accounting Technical Expertise: 1. IFRS 2. US GAAP 3. PCAOB Standards 4. Start-up companies 5. Business Process Narratives 6. Analytical Financial Analysis for Management 7. Risk Controls Matrix 8. Assurance Services 9. Helping business to prepare for financial audit. 10. Dealing with external auditors on behalf of the company. 11. Designing Business process narratives and Risks and Controls matrix for start-up companies. 12. Responding to Due Diligence Questions.
    Featured Skill Account Reconciliation
    International Financial Reporting Standards
    Accounting Principles & Practices
    Business Analysis
    Data Collection
    Derivatives Trading
    Tax Law
    Financial Audit
    Data Analysis
  • $40 hourly
    • 5.0/5
    • (6 jobs)
    I am a certified professional bookkeeper and QuickBooks specialist through the Universal Accounting Center. I have also obtained QuickBooks ProAdvisor status from Intuit in both QuickBooks Online and QuickBooks Payroll. I have years of experience keeping the books for my own businesses. I also have experience with profit maximization for a corporation. I am detail-oriented and a hard worker. Let me organize and streamline your books to help make the most profit you can!
    Featured Skill Account Reconciliation
    QuickBooks Online
    Accounts Receivable Management
    Accounting Basics
    Accounts Payable Management
    Bookkeeping
    Payroll Accounting
    Balance Sheet
    Bank Reconciliation
    Accounts Receivable
    Intuit QuickBooks
  • $50 hourly
    • 5.0/5
    • (1 job)
    I have several years of experience in the accounts payable field; background in aviation, government, non-profit and banking industries. With a passion for procedure and compliance with a rigorous focus on accuracy and attention to detail; I believe I have the skills needed to help you accomplish your tasks! I look forward to connecting with you! Software Experience: NetSuite (current utilizing), Adobe Pro, Microsoft Excel, Microsoft Office, SharePoint, Elation Systems, Oracle, Corridor, Avianis, Service I offer: Responsible for entering & processing invoices for payment. Ensuring that invoices are paid according to company AP policies and controls. Coding invoices, ensuring accuracy and completeness of invoices in a timely manner. Organization and maintenance of electronic data files. Review and analyze vendor statement of accounts. Communicating with vendors via email for financial information: W9 Although I have a primary full time employee role; I am interested in: one-time projects, less than 30 hrs a week. Available: Weekday Evenings, Saturdays.
    Featured Skill Account Reconciliation
    Vendor Verification
    Microsoft Word
    NetSuite Administration
    Organizer
    Communication Skills
    Payment Processing
    Financial Analysis
    Critical Thinking Skills
    Accounts Payable Management
    Error Detection
    Accounts Payable
    Invoicing
    Microsoft Excel
  • $70 hourly
    • 5.0/5
    • (2 jobs)
    My name is Ana Ciobanu, and I am an Enrolled Agent with over 8 years of experience in tax preparation and accounting. I hold a BBA in Finance from Brooklyn College and have a strong commitment to helping clients minimize their tax burden and maximize profits, all within the boundaries of the law. I offer a comprehensive range of services, including but not limited to: - Tax Preparation for Individuals and Small Businesses - Sales Tax Compliance - Resolution of Back Taxes - Bookkeeping Services - Payroll Management - Representation Before Tax Agencies
    Featured Skill Account Reconciliation
    Intuit TurboTax
    Bookkeeping
    US Taxation
    Tax Preparation
    Sales Tax
    Tax Return
  • $40 hourly
    • 5.0/5
    • (10 jobs)
    I am a New York accountant with five years of manufacturing accounting experience focusing on sales tax and analytics. I have worked myself up the ladder from Junior Account working towards my bachelor's degree to an Accounting Manager, with a team of two under me in just under three years. I aspire to become better than the person I was yesterday, building a thriving business under me. I enjoy the challenge of clean-up and catch-up on work on a set of books to help clients manage their financials. I can assist in project work, like item costings, or essential ongoing support like monthly bookkeeping. I also have a vast knowledge of sales tax due to economic nexus across multiple states. What motivates me? Relieving the stress accounting brings to small businesses. I am passionate about small businesses and how they give back to their local communities. Small businesses indeed are the heart of our communities. I want your business to be a tool for your creativity and fund anything you want out of life.
    Featured Skill Account Reconciliation
    Analytics
    Sales Tax
    Accounts Payable Management
    QuickBooks Online
    Accounting Basics
    Accounts Receivable
    Payroll Accounting
    Bookkeeping
    Microsoft Excel
    Accounts Payable
    Intuit QuickBooks
  • $60 hourly
    • 5.0/5
    • (5 jobs)
    Experienced Accountant proficient in Financial Reporting and Analysis, Budget Planning, Financial/Cash Forecasting, Reconciliations, Internal Audit, Data Entry, Accounts Payable/Receivable, Full-Charge Bookkeeping. •Proven ability to drive change while effectively collaborating with individuals at all organizational levels. •Demonstrates strong oral and written communication skills, ensuring clear and effective interactions. •Exceptional problem-solving and analytical reasoning capabilities, adept at addressing complex challenges. •Quick to process information and acquire new skills, adapting efficiently to changing environments. •Possesses strong financial acumen, facilitating accurate financial analysis and decision-making. •Demonstrated skills in supervising and mentoring junior accounting staff, fostering a productive team environment. •Capable of acting independently with minimal supervision, demonstrating initiative and resourcefulness. •Successfully manages multiple tasks simultaneously, maintaining organization and efficiency in fast-paced settings. •Experienced with various software systems
    Featured Skill Account Reconciliation
    Management Skills
    Financial Reporting
    Project Analysis
    Forecasting
    Financial Accounting
    Accounting
    Bank Reconciliation
    Data Entry
    GAAP
    Microsoft Excel
    SAP
    Bookkeeping
    Accounts Payable
    Intuit QuickBooks
  • $35 hourly
    • 4.8/5
    • (4 jobs)
    Results-oriented professionals with diversified experience of 13 years in accounting and finance area, introducing Pankaj who have started an accounting firm in 2019 with a vision to manage the peace of your financial mind that have been followed and successfully managing 15 clients as of now along with our highly trained team of professionals with the positive attitude and willingness to work hard efficiently. Our team of specialists in each role of service believes in efficient financial solutions and are fully committed to providing the highest level of support and flexibility to the client as per their requirements. The clients’ requirements and the communication skill set play a very important role in managing and providing expected end results with all deadlines met. SKILLS • Microsoft Excel, Word, PowerPoint, QuickBooks Online & Desktop, SAP, NetSuite, Sage, R365, Compeat, Odoo, Melia, Bills.com, ADP, Paycom, Gusto, QB Payroll. • Data Analysis & Reporting • Ability to Multi-task • Problem solving • Communication • Leadership Experience OUR SERVICES • General Accounting • Bank/Credit Card Reconciliation • Accounts Receivable Process • Accounts Payable Process • Payroll Process • Monthly Financial Reporting • Financial Analysis and Consulting • Tax Preparations (Sales tax, CRT, 8027-Tips, 1099 filing) • Audit Services for CPA Tax Filing Why I Freelance Our company provides accounting services to all types of clients to manage their books and finances with our skill set on a day-to-day basis to relieve them from daily involvement and allow them to focus on increasing their revenue and look after other legal matters. We operate remotely and it is cost effective with better specialized services to do freelance work. • Accurate Financial Records: Maintain precise records of income, expenses, and transactions to ensure financial transparency and compliance. • Timely Data Entry: Promptly enter financial data to keep records up-to-date, aiding in decision-making and financial analysis. • Bank Reconciliation: Regularly reconcile bank statements with financial records to identify discrepancies and ensure accuracy. • Expense Tracking: Monitor and categorize expenses to help businesses understand where their money is being spent and identify cost-saving opportunities. • Accounts Receivable Management: Manage invoices and payments from clients to maintain healthy cash flow and reduce outstanding debts. • Accounts Payable Management: Organize and track outgoing payments to suppliers and vendors, ensuring bills are paid on time to avoid penalties. • Financial Reporting: Generate comprehensive financial reports, such as profit and loss statements and balance sheets, to provide insights into business performance. • Tax Preparation Support: Assist in gathering and organizing financial data for Sales tax filing purposes, ensuring compliance with tax laws and regulations. • Payroll Processing: Calculate and process employee wages, taxes, and benefits accurately and on time to maintain employee satisfaction and legal compliance. • Financial Analysis: Provide analysis of financial data to help businesses understand their financial health, identify trends, and make informed strategic decisions.
    Featured Skill Account Reconciliation
    Accuracy Verification
    Cost Accounting
    QuickBooks Online
    Sales Tax
    Financial Accounting
    Accounts Receivable
    Bookkeeping
    Accounts Payable
    Bank Reconciliation
    Month-End Close Assistance
    Intuit QuickBooks
  • $60 hourly
    • 4.9/5
    • (7 jobs)
    I am a New York based Certified Public Accountant with substantial public accounting experience providing outsourced bookkeeping & accounting, and advisory services to entrepreneurs and closely held businesses in diverse industries. My services are highly personalized and tailored specifically for each of my clients. I look forward to connecting with you and bringing value to your business and finances.
    Featured Skill Account Reconciliation
    QuickBooks Online
    Xero
    Bookkeeping
    Sage Intacct
    Accounts Receivable
    Accounts Payable
  • $55 hourly
    • 5.0/5
    • (11 jobs)
    Certified Bookkeeper and Advanced QuickBooks ProAdvisor with over 13 years of accounting experience supporting fast-growing e-commerce brands, firms/agencies, and purpose-driven startups. From multi-channel reconciliations to detailed cleanups, I help businesses stay compliant, organized, and ready to scale. My approach blends accuracy with strategy so your financials aren’t just tidy, they’re tools for growth. How I Can Help: Catch-Up & Cleanup Projects (multi-year, multi-entity) Ongoing Bookkeeping: Monthly reconciliations, categorization & reporting QuickBooks Setup & Optimization (Custom Chart of Accounts & Mapping) E-commerce Integration (Shopify, Amazon, Wholesale, etc.) Sales Tax Support (registration, filing, nexus tracking) Financial Statements, Budgeting & Cash Flow Tracking Full-Cycle Accounts Payable & Receivable Payroll Setup & Processing (Gusto, ADP, Paychex) Industries I Specialize In: 🎨 Firms & Agencies 🛍 E-commerce ❤️ Nonprofits 💻 Startups Tech & Tools I Use: QuickBooks Online & Desktop | Oracle | Great Plains | ADP | Paychex | Gusto | Excel | Bill.com | Melio | Settle | Dubsado | Expensify | Square | Stripe | Shopify | PayPal | Braintree | ChargeBee | A2X | Salesforce | Classy Pay | Slack | Teams | Asana | Monday.com | TaxJar | Avalara | And More I take pride in creating seamless financial systems and delivering clean books that support your goals whether you're preparing for tax season, applying for funding, or just trying to understand your margins better. If you're ready to bring structure to your numbers and breathe easier about your books, let’s talk.
    Featured Skill Account Reconciliation
    Nonprofit
    Cost Accounting
    Project Accounting
    Project Management
    Financial Projection
    QuickBooks Online
    QuickBooks Online API
    QuickBooks Enterprise
    Budgeting & Forecasting Software
    Accounting Basics
    Bookkeeping
    Bank Reconciliation
    Accounts Payable
    Accounts Receivable
  • $75 hourly
    • 5.0/5
    • (7 jobs)
    I am an MBA & certified QuickBooks Online ProAdvisor. I work with Non-Profit organizations and Small business owners providing clear insight into their finances. Do you open up Quickbooks Online and feel overwhelmed? Would you rather spend time working on your business, not on your books? Do you wish you could just login to QuickBooks and see that everything is accounted for? I can help with all those things! Whether you need ongoing bookkeeping or a one-time project to catch up, I really enjoy working with QuickBooks Online and solving the mysteries of what is happening with your finances. You need a pro that you can trust. So, am I a good fit for your bookkeeping needs? -Are you looking for 5-20 hours per month of ongoing bookkeeping? -Are you already a QuickBooks online user? (or are looking to get set up with QBO?) -Are you looking for an expert who will carefully explain your accounts to you, review numbers, and provide peace of mind that your records are accurate? What are your unique needs as Non-Profit Organization? -Do you have restricted funds that need to be tracked? -Do you have Grant revenue that needs to be managed and reported on? Governmental and private Foundation funds? -Do you need help managing your functional expense areas for 990 reporting? How does having a virtual bookkeeper work? 1) You'll add me as an Accountant User in your QBO account. 2) Provide view-only access for your statements (Banking, Loans, Credit Cards) and external transactions. 3) I'll manage your bookkeeping to either Catch Up, Clean Up or Keep it Up to date! Experienced user with 3rd party payment integrations including PayPal & Square, and implementing transactional data from GiveLively, Stripe, CIVICRM & MyTurn into QBO. Certified in Gusto Payroll, and Accountant user of Bill.com and Divvy. Member, Association of Nonprofit Accountants and Finance Professionals
    Featured Skill Account Reconciliation
    Square
    Stripe
    Business Planning & Strategy
    QuickBooks Online
    PayPal Integration
    Month-End Close Assistance
    Financial Accounting
    Gusto
    Chart of Accounts
    Nonprofit Organization
    Bookkeeping
    Intuit QuickBooks
    Bank Reconciliation
  • $75 hourly
    • 4.6/5
    • (1 job)
    I am an accountant who has been doing accounting for over seven years. I have worked with multiple clients in a wide range of industries to help aid them with their accounting needs. I am good at streamlining processes and creating accurate financials. If you are looking to get your businesses books whipped into shape… I am just the person for you!
    Featured Skill Account Reconciliation
    Amazon
    Square
    Stripe
    Xero
    ADP Workforce Now
    Bill.com
    Financial Reporting
    Financial Consulting
    NetSuite Administration
    QuickBooks Online
    Streamline
    Payroll Accounting
    Intuit QuickBooks
    Accounting
  • $100 hourly
    • 5.0/5
    • (48 jobs)
    • QuickBooks Expert Accountant with 20+ years hands on experience. • Worked & consulted with companies funded by leading VC investors. • Accounting Catch up and Backlog Specialist in QuickBooks QBO. • Align books to Accounting and QuickBooks best practices. • Controller, Advisor, Consultant in QuickBooks Online • Proven Capability to Conceptualize & execute Bookkeeping and Accounting Systems in QuickBooks. • Experience with QuickBooks Online, Desktop & Mac. • QuickBooks Online Advanced Certified ProAdvisor (Highest Obtainable Certification Level). • Bachelors in Accounting & Auditing. • QuickBooks and only QuickBooks. No other platform. • Bring a Can-Do attitude to every project. • Professional & Pleasant with great communication skills. • Proficient in using advanced technology to remotely deliver on Quickbooks projects. Services Offered: • Accounting Mess Cleanup Expert in QuickBooks Online. • Clean up inaccurate cost of goods sold (COGS) in E-Commerce businesses. • One time Setup & Customize Your QuickBooks to your business model. • High Quality QuickBooks Coaching One to One with actionable tips and tricks. • Paperless Office Workflows & Systems using QuickBooks. • Multiple Entities Accounting using QuickBooks. • GAAP Systems using QuickBooks. • Monthly Closing Systems in QuickBooks. • Automating A/R Collections and streamlining A/P payables. • Revenue Recognition for SaaS, Membership and Subscription companies. • Accurate financial profit and loss reporting for E-Commerce businesses. • Meaningful Reporting for VCs, Investors and Stakeholders. **Rate in the profile is for remote bookkeeping. Private one to one coaching and one time QuickBooks set up will have different rates or flat fees. The complexity of the job determines the fee** Hiren has worked with companies & entrepreneurs, thru startup, growth, turnaround, consolidation, management change & exit stages. He has helped entrepreneurs focus their efforts on the systems of the business using QuickBooks. Being a business owner, Hiren brings an entrepreneurial can do attitude to your projects. Hiren is deeply inspired by the book E-Myth by Michael Gerber for entrepreneurs. Bringing a deep and rich experience in systems, processes and workflows leveraging the QuickBooks Online platform to match your business model. He can conceptualize, implement and administer those systems to handle growth, maximize cash velocity, optimize resources, maintain internal control and deliver accurate reporting for investors and stakeholders. Hiren has over 2 decades of experience working in the SaaS, luxury travel, artisanal retail, e-commerce, fashion, merchandise imports, advertising and digital marketing agencies, fashion, real estate investors, with company sizes ranging from startups to 20MM in annual revenue. Hiren has worked on startup companies from pre-revenue to post acquisition stages with highly visible VCs like, Canaan Partners, Battery Ventures, Forerunner Partners, Lerer Ventures and many more. Hiren leverages the power of Upwork to extensively use virtual assistants in his work. Hiren lives in NYC with his family. Hiren practices meditation and yoga on a daily basis to alleviate the stress from work.
    Featured Skill Account Reconciliation
    Management Accounting
    QuickBooks Online
    Balance Sheet
    Financial Accounting
    Bank Reconciliation
    Intuit QuickBooks
    Accounting
    Payroll Accounting
    Bookkeeping
    Finance & Accounting
  • $115 hourly
    • 4.7/5
    • (18 jobs)
    I am a Licensed Enrolled Agent and Accountant with 10+ years of working experience in a variety of industries, providing bookkeeping, accounting, and tax services. Over my career so far, assisted clients with 500 various cases of IRS and local tax agencies correspondence. By replying to notices, penalties, and audit requests, I was able to save clients over 100k in fees and interest payments. Recently completed a project for a growing restaurant business with annual revenue of 5m who received a sales tax audit notice. Through strenuous reconciliation process, we were able to prove that tax calculation performed was correct and waived 18k penalty plus interest. Proactively help clients with tax projections to ensure there are no surprises on a tax due at the end of the year, as well as establish tax-saving strategies during the year. On one occasion advised a client who had an LLC to convert to an S-Corp tax treatment to save over 15k in self-employment tax. I was able to accomplish that because I was keeping a close eye on the client's activity. I am a reliable accountant that pays a lot of attention to detail. I look forward to working with you to provide solutions. Currently a Registered Agent with IRS and studying for the CPA exam.
    Featured Skill Account Reconciliation
    Tax Law
    Accounts Receivable Management
    Intuit Lacerte Tax
    Accounts Payable Management
    Bookkeeping
    Payroll Accounting
    Customer Service
    Tax Preparation
  • $111 hourly
    • 5.0/5
    • (12 jobs)
    ***Space for 1 Bookeeping Client only - either catch up for 2024 or ongoing maintaining books & records.*** I am a CPA with nearly 20 years of experience in NYC. I started at one of the Big Four Accounting Firms as an auditor in the financial services sector. I spent 6 years at a publicly traded REIT on their corporate accounting team. I spent over 3 years at private equity firm as the manager and controller of their single family home portfolio. For the past 8 years, I consultant with private health & wellness entities, retail, real estate, and hospitality businesses in NYC & across the US. With extensive experience in bookkeeping, I have successfully navigated the complexities of transitioning between various accounting software platforms, ensuring smooth and efficient changes for businesses. My expertise spans cash management, human resources, and compliance, allowing me to maintain accurate financial records while ensuring adherence to regulatory standards. (In light of recent news, I welcome former Bench customers, to assist them through the process of adapting to QuickBooks Online with ease. Whether it's troubleshooting, system integration, or training, I am committed to delivering personalized support to ensure a hassle-free transition and continued financial success.) Throughout my career, my projects have progressed both in complexity and quantity. To characterize my accounting projects, they are accurate, well-researched, reliable, timely, and well documented. They demanded close attention to detail and a progressively broader view of the company’s work. Most of my projects are senior-level work, executed to completion, generally without close supervision. My work is trusted within the company and by its auditors. I take pride in seeing projects through from beginning to end. I aim to automate manual tasks to encourage efficiency. I spent time at many of my positions implementing, documenting, and improving policies and procedures, and internal controls. I work well on my own and with others. I have experience managing teams in house and remotely (across the US - this included travel from time to time). I am flexible with respect to working hours. I work diligently with the agreed upon timeline. Deadlines are highly respected by me and I will review the content of the project as many times as it takes for it to exceed your expectations!
    Featured Skill Account Reconciliation
    Bookkeeping
    Intuit Proconnect Tax
    Accounting Basics
    Financial Analysis
    Accounting Principles & Practices
    Personal Budgeting
    Financial Statement
    Financial Report
    Intuit QuickBooks
    Bank Reconciliation
  • $12 hourly
    • 5.0/5
    • (2 jobs)
    Detail-oriented accounting professional with over 8 years of experience in budgeting, billing, account reconciliation, and financial reporting within the utilities industry. Proficient in Oracle EBS, QuickBooks, and Microsoft Excel with a strong track record of delivering accurate, timely results. Adept at cross-functional collaboration, client interaction, and regulatory compliance. Seeking to bring analytical precision and organizational expertise into a dynamic accounting or finance team. EDUCATION: Baruch College (CUNY) - New York, NY Bachelor of Science in Accounting | Graduated: 2018 LaGuardia Community College (CUNY) - New York, NY Associate of Science in Accounting | Graduated: 2016​ ​ ​ ​ ​ ​ ​ ​ EXPERIENCE: Garcia Nicole’s Accounting – New York, NY | Freelance Accountant​​​​ January 2023 - Present • Building long-term relationships, maintain records, year-end tax planning, process payroll, prepare and file tax forms, ensuring 100% on-time filing rate, and communicate financial information effectively in accordance with GAAP. • Manage accounts payable and receivables, ensuring timely and accurate processing of transactions, resulting in a 15% improvement in payment processing efficiency. JPMorgan Chase Bank – New York, NY | Part Time Bank Associate​​​​ October 2024 - Present • Successfully assist clients with everyday banking needs, ensuring accuracy and adherence to banking procedures. • Built strong relationships with clients, understanding their financial needs and recommending appropriate products and services. • Consistently met or exceeded sales targets by proactively promoting Chase products and services. Con Edison - New York, NY | Accountant ​ ​ ​ ​ ​ ​ January 2017 – May 2025 ● Prepared $10M+ in monthly billing for projects, ensuring 100% accuracy and timely invoicing. ● Reconciled and reviewed receivables using Oracle BI, reducing outstanding balances by 20% within one fiscal year. ● Collaborated with internal departments and external clients to resolve invoice discrepancies and optimize billing. ● Created project account tracking tools, improving financial transparency and audit readiness. ● Posted journal entries and ensured GAAP-compliant recordkeeping of project transactions. ● Used Excel formulas and formatting tools to enhance financial reporting accuracy. ● Processed customer account creations and refunds with a 99% accuracy rate. Con Edison - New York, NY | Project Analyst ​ ​ ​ ​ ​ ​ June 2016 – January 2017 ● Created and managed over 200+ project/task setups in Oracle EBS for Capital, O&M, and Retirement budgets. ● Ensured correct hierarchical data input, meeting audit and compliance standards. ● Performed data validation of appropriation fields and managed sensitive documents for internal audits. ● Completed all assigned tasks on or ahead of schedule with a 100% accuracy rate. SKILLS: ● Accounting Software: Oracle EBS, PeopleSoft, QuickBooks ● Office Tools: Microsoft Excel, Word, PowerPoint, Outlook ● Key Competencies: Billing and invoicing, payroll processing, bookkeeping, budget analysis, account reconciliation, journal entries, internal controls, audit support ● Languages: English (Fluent), Spanish (Fluent)
    Featured Skill Account Reconciliation
    Payroll Reconciliation
    Payroll Accounting
    QuickBooks Online
    Account Management
    Debt Collection
    Data Collection
    Critical Thinking Skills
    Invoicing
    Data Entry
    Microsoft Office
    Oracle Reports
    Bookkeeping
    Customer Service
  • $85 hourly
    • 3.9/5
    • (45 jobs)
    Highly organized and detail oriented Full Charge Bookkeeper with track record of accurately and efficiently supporting overall accounting services. - Comprehensive knowledge of accounting and auditing principles , A/P, A/R, payroll, general ledger, postings, invoicing, taxation issues, and regulatory compliance guidelines. -Expertise in developing and delivering monthly, quarterly, and annual Profit and Loss statements and Balance Sheets for management within strict deadlines. -Keen ability to analyst cost control, providing timely and frequent financial information that supports corporate goals and objectives. -Excellent technology skills. Proficient with MS Office, Quickbooks, Xero, ADP, Paylocity, WorkDay, Paycom, BambooHr, Monday.com, Trello, Asana, Paychex, Gusto, Service Titan and Boulevard.
    Featured Skill Account Reconciliation
    Customer Service
    Human Resource Management
    Bookkeeping
    Sales Tax
    Account Management
    Tax Preparation
    Numeric Fluency
    Payroll Accounting
  • $40 hourly
    • 0.0/5
    • (2 jobs)
    Executive-level administrative professional with over 15 years’ experience managing business relations and special projects at a senior level. Serve as a primary point of contact for a liaison between management, personnel, clients and vendors. Maintain excellent written and oral communication skills, problem resolution abilities complimented with a high level of confidentiality
    Featured Skill Account Reconciliation
    Scheduling
    Microsoft Windows
    iOS
    Adobe Acrobat
    Accounting Basics
    Office Administration
    Administrative Support
    Lawpay
    Payroll Accounting
    Intuit QuickBooks
    Invoicing
    Microsoft Office
    Data Entry
  • $75 hourly
    • 0.0/5
    • (0 jobs)
    I am a certified Quickbooks bookkeeper who does bookkeeping for small businesses. I work hand in hand with CPAs and know what is needed to create and maintain your financial reporting. Here are just some of the basic day to day tasks I can take over for you right away. • Reconciling all general ledger accounts, (bank, credit cards etc.) • Tracking checks and other income • Paying bills on time • Paying employees • Keeping track of receivables • Following up with billing and collections activities • Filing and paying federal and state taxes • Generating accurate financial statements I run your books, you run your business. Bilingual - English and Russian speaking.
    Featured Skill Account Reconciliation
    Property Management Software
    Property Management
    Real Estate Closing
    Real Estate
    Payroll Accounting
    Financial Reporting
    Financial Analysis
    Accounting
    Sales Tax
    Corporate Tax
    Bookkeeping
    Tax Return
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