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Hire the best Account Reconciliation Specialists in Charlotte, NC

Check out Account Reconciliation Specialists in Charlotte, NC with the skills you need for your next job.
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  • $35 hourly
    • 5.0/5
    • (4 jobs)
    I help online entrepreneurs get tax-ready financial statements without wasting hours trying to learn QuickBooks Online. Are your books a mess? Do you struggle to stay on top of your bookkeeping? Do you wish you could better understand your financial statements? Are you worried your numbers aren’t right? Has your bookkeeping fallen behind? If so, I can help you! I can help you get back time to focus on running your business, clarity around your financials, better control over cash flow, and a budget to help you make better decisions in your business I spent 10 years working in financial services and recently got my QuickBooks Online ProAdvisor certifications so I could spend more time with my family, travel, and do work that matters. Here’s how it works when you hire me: First, you’ll add me to your QBO file. Then I’ll send over a QBO checkup and custom proposal that meets your exact needs. Finally, you’ll hire me here on Upwork and I’ll get started cleaning up your books! If you're looking for help send me a message and let's get to work!
    Featured Skill Account Reconciliation
    Financial Reporting
    Financial Analysis
    QuickBooks Online API
    Light Bookkeeping
    Budget Management
    Budget Planning
    Financial Statements Preparation
    Financial Report
    Chart of Accounts
    Accounts Receivable
    Accounts Payable
    Bookkeeping
    Intuit QuickBooks
    QuickBooks Online
  • $70 hourly
    • 5.0/5
    • (2 jobs)
    With more than 15 years of Accounting experience, working my way up to a Senior Accountant in my last role, I truly enjoy what I do and look forward to helping you streamline your process, setting it up for consistency and providing quality work while we work in line. Some of my areas include: * Books Clean Up (Quickbooks, Yardi, etc.) * Accounts Payable / Accounts Receivable Management * Daily Cash Reviewal and Reconciliations * Balance Sheet Reconciliations * Financial Reporting * Intercompany Transactions * Excel Formulas (vlookups, Sumifs, Pivot Tables,, etc.) * General Ledger review, Prepaids and Accruals * System Administration * Payroll (ADP, Trinet) * Construction (Bank Draws, Loan Draws, Construction Financials) * Accounting Training * Setting Up Policies, Procedures Industries: * Multi-Family Real Estate * Property Management * Residential Property Management * Software Systems * Senior Living * Commercial Property Management * Contracts Most of my experience stems from Multi-family property management, as well as Senior Living Property Management and Commercial. I love to learn new things and look forward most to be able to team support and experience. With expertise in Yardi, QuickBooks, Bill.com, Cognito, SalesForce, Zapier, Appfolio, RealPage, Yardi Breeze and more. Some of my daily tasks include but not limited to, categorizing transactions, Reviewal of Receivables and Payables, Accruals, Prepaids, Month end Review and Financial Reporting. I am available to work for the long term for a monthly rate as well! Having worked in the private and corporate sectors, I strive to provide a one on one experience with all of my clients. I know that work is vital to your business - having seen the effects and witnessed the results, you can rely on me to not only provide good, accurate, and honest work, but you can also rely on me on fast communication and attention to your wants. I look forward to working with you!
    Featured Skill Account Reconciliation
    Google
    Payment Processing
    Google Workspace
    Management Accounting
    Microsoft Office
    Sage
    Bookkeeping
    Accounts Payable
    Accounting Basics
    Accounting
    Microsoft Excel
    Intuit QuickBooks
  • $45 hourly
    • 0.0/5
    • (0 jobs)
    I excel in problem solving, innovation, and group collaboration to solve an array of accounting and financial tasks. Expertise in reconciliations, data visualizations, SQL coding, macros, and more
    Featured Skill Account Reconciliation
    Bank Reconciliation
    Database Query
    Data Visualization
    Financial Variance Analysis
    SQL Programming
    Tax Preparation
    Budget Planning
    Financial Analysis
  • $50 hourly
    • 0.0/5
    • (0 jobs)
    Accounting & Operations professional with over 20 years of experience spanning several industries. I am currently building up my portfolio and client base as I quit my full time C-Level position to start my own Financial Services company. I want to use my skills and experience and to assist small companies who don't have the budget or workload for a permanent or full time CFO. A few of my past accomplishments include: -Demonstrated an excellent understanding GAAP, financial analysis, budget preparation, reporting, and trend analysis. -Increased the YTD EBITDA at my last company from 3.4% on average to 24.7% on average -Built relationships with International Licensees (Canada, UK, China, Japan, Poland, & Spain) accounting & operations departments regarding invoicing, conversion rates, and operational policies in accordance with IFRS standards. -Expert asset management and highly accomplished in strategic analysis to increase operational performance. -Fostered and sustained relationships with all levels within the organization and demonstrated expertise in expense control and problem resolution initiatives. -Solid leader and communicator with the ability to secure the cooperation of the team and align financial and operational activities to attain established objectives. -Maintains an effective and efficient staff, and develops them to further their career path. -Established long term partnerships with senior managers, and working in a collaborative nature, gain traction for the strategic direction and long-term success of the organization. -Successfully learned the backend of multiple CRM, Accounting, LMS, and operational systems to develop the best efficiency while maintaining peak data integrity.
    Featured Skill Account Reconciliation
    Financial Analysis
    Budget Planning
    Payroll Reconciliation
    QuickBooks Online
    Chart of Accounts
    General Ledger
    Financial Reporting
    SaaS
    GAAP
    Financial Accounting
    Business Operations
    Accounting
    Payroll Accounting
    Management Accounting
  • $21 hourly
    • 5.0/5
    • (1 job)
    🚀 Bookkeeper Specialist | 4 Years of Experience 📝 Tax Preparation: I can take care of individual tax returns (Forms 1040 Individual) and corporate tax returns (Forms 1065, LLC, 1120, 1120-S) for small businesses.
    Featured Skill Account Reconciliation
    Limited Liability Company
    Franchise Tax
    Payroll Reconciliation
    Payroll Accounting
    Taxes
    Tax Preparation Software
    Tax Preparation
    Customer Service
    Accounting
    Microsoft Excel
    Intuit QuickBooks
    QuickBooks Online
    Bookkeeping
  • $50 hourly
    • 0.0/5
    • (0 jobs)
    Experienced and dedicated accounting/finance professional. Able to manage or assist with your small business’s financial needs. Services include: *GL work/bookkeeping *Account reconciliation *Financial analytics *Financial statement preparation *Budgeting/forecasting *Excel automation Message me for more information on rates.
    Featured Skill Account Reconciliation
    Balance Sheet
    Income Statement
    Journal Entries
    Forecasting
    Project Accounting
    Microsoft Excel
    Accounting Report Creation
    Financial Accounting
    Finance
    Managerial Finance
    Corporate Finance
    Finance & Accounting
    Bookkeeping
    Accounting
  • $145 hourly
    • 0.0/5
    • (0 jobs)
    Will Tharrington and Tharrington CPA, PLLC offer accounting services headquartered in Charlotte, North Carolina. Whether you need assistance with balancing books or filing taxes, we have the necessary experience to manage finances accurately and on timely basis local clients in Charlotte and our remote clients across the United States. With over 15 years of accounting experience, Will has gained a wealth of knowledge through serving clients ranging from Fortune 100 companies to closely held family businesses. Will’s extensive knowledge base allows him to create custom solutions to meet the specific needs of a wide range of clients. Will received his Bachelor of Science in Accounting from the University of North Carolina at Charlotte and his Masters in Accountancy from Wingate University. He began his career as an Accounting Manager at a restaurant group before beginning his journey in public accounting. Prior to founding Tharrington CPA, PLLC, Will worked at two national accounting firms and one regional firm. He prides himself on having worked with hundreds of clients in a variety of service areas; which gained him the experience to meet the needs of our clients at Tharrington CPA, PLLC. When not in the office serving clients, Will enjoys golfing and spending time with his growing family. Will enjoys serving others through volunteering around the Charlotte, North Carolina area and is actively involved in his church.
    Featured Skill Account Reconciliation
    Accounting Advisory
    CPA
    Tax Planning & Advisory
    Tax Preparation
    Journal Entries
    Chart of Accounts
    Intuit QuickBooks
    QuickBooks Online
    Financial Reporting
    Financial Projection
    Microsoft PowerPoint
    Microsoft Excel
    Bookkeeping
    Finance
  • $50 hourly
    • 0.0/5
    • (0 jobs)
    A highly skilled professional with diversified experience in Accounting, Financial Analysis, Forecasting, Reporting, Business Support, Management, and Human Resources. Self-motivated leader with a proven track record of strategically analyzing a process from end to end, providing an invaluable perspective on potential issues, and creating sustainable processes with strong controls in place.
    Featured Skill Account Reconciliation
    Spreadsheet Automation
    Bookkeeping
    Forecasting
    Expense Reporting
    Budget Planning
    Excel Formula
    Finance
    Bank Reconciliation
    Budget Management
    Microsoft Excel
  • $25 hourly
    • 0.0/5
    • (0 jobs)
    Hello and welcome! I’m an experienced bookkeeper and QuickBooks Online ProAdvisor specializing in helping small businesses organize and manage their financials. I offer comprehensive monthly bookkeeping services, including clean-up and catch-up of your financial records. From reviewing and categorizing transactions to correcting discrepancies, I ensure your books are accurate, up-to-date, and well-organized. Whether you're catching up on overdue bookkeeping or simply want to ensure everything is in order, I’m here to help.
    Featured Skill Account Reconciliation
    Financial Statements Preparation
    QuickBooks Online
    Accounts Receivable
    Microsoft Excel
    Zoho Books
    Data Entry
    Cash Flow Statement
    Bookkeeping
    Bank Reconciliation
    Accounts Payable
    Oracle NetSuite
  • $40 hourly
    • 0.0/5
    • (0 jobs)
    As a QuickBooks ProAdvisor and bookkeeping expert, I provide efficient, accurate, and reliable QuickBooks Online support for small businesses and entrepreneurs. Whether you need ongoing bookkeeping, account reconciliation, or QuickBooks cleanup, I streamline your financial processes to ensure your books are up to date and tax-ready. Hourly Rate Range: Bookkeeping, reconciliations, and ongoing maintenance: $45–$60/hr Advanced QuickBooks cleanup, multi-account reconciliations, or advisory: $65–$75/hr Fixed-price options available for QuickBooks setup, cleanup, and historical corrections Services Offered: QuickBooks Cleanup & Organization – Fixing misclassified transactions and streamlining financial records Bank & Credit Card Reconciliation – Ensuring accuracy between financial statements and actual transactions Monthly Bookkeeping – Categorizing expenses, preparing financial reports, and maintaining profit and loss statements QuickBooks Setup & Optimization – Structuring accounts for efficiency and compliance Catch-Up & Historical Cleanup – Updating and correcting financial records for tax preparation and reporting Why Work With Me? Certified QuickBooks Advanced ProAdvisor with over 20 years of bookkeeping experience Current QuickBooks Live Expert with Intuit, providing real-time financial support Detail-oriented, deadline-driven, and committed to financial accuracy If you need reliable and efficient QuickBooks support, I am ready to assist in keeping your financial records accurate and up to date. Need help getting your QuickBooks organized and accurate? Let’s connect. I specialize in fast and efficient bookkeeping solutions, ensuring your finances are tax-ready and stress-free. Message me today to discuss your project!
    Featured Skill Account Reconciliation
    Bank Reconciliation
    Tax Preparation Software
    Tax Return
    Tax Exemption Submission
    Tax Planning & Advisory
    Intuit QuickBooks
    Intuit TurboTax
    QuickBooks Online
    Accounts Receivable
    Accounts Payable
    Light Bookkeeping
    Bookkeeping
    Accounting Basics
    Accounting
  • $20 hourly
    • 0.0/5
    • (0 jobs)
    Hi, I’m Robert Wheeler — a dependable, detail-oriented bookkeeper who helps small business owners get organized, stay compliant, and actually understand their numbers. I specialize in QuickBooks Online (bookkeeping and quickbooks online level 1 certifications), and I’ve worked with a wide range of businesses, including service providers, e-commerce shops, and startups. Whether you need a monthly bookkeeping pro, help with a clean-up project, or someone to set up your books right the first time, I’ve got you covered. Here’s what I can help you with: • QuickBooks Online Setup & Cleanup • Monthly Bookkeeping & Bank Reconciliations • Accounts Payable / Accounts Receivable • Financial Reports: P&L, Balance Sheet And more! You’ll get accurate books, clear reports, and peace of mind—so you can focus on growing your business. Let’s make your bookkeeping the easiest part of your business. Message me today for a free consultation!
    Featured Skill Account Reconciliation
    Accounting Basics
    Accounts Receivable
    Accounts Payable
    Bank Reconciliation
    Financial Statements Preparation
    QuickBooks Online
    Accounting
    Bookkeeping
  • $30 hourly
    • 0.0/5
    • (0 jobs)
    I’m an accounting and finance professional missing the work associated with being an Amazon Seller. My first job out of college exposed me to a wide range out duties and tasks that heavily centered around being and Amazon FBA Seller. While I don’t want to do it full-time, I did enjoy the work and would love to lend a hand to any business that may need it.
    Featured Skill Account Reconciliation
    Amazon Advertising Console
    Finance & Accounting
    Amazon Seller Central
    Data Analysis
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