Friendly and professional Tax Accountant with more than 25 years of experience preparing returns for individuals, small businesses, farms, high‑net‑worth clients, and a wide range of business entities. I also bring a strong specialty in Real Estate taxation, supported by over two years working exclusively in real estate accounting.
In addition, I have extensive expertise with QuickBooks Online. I am a QuickBooks Advanced ProAdvisor and hold both an MS in Accounting and an MBA in Accounting, giving me a solid foundation in technical accuracy and strategic financial insight.
Accounting
Tax Accounting
Tax Return
QuickBooks Online
Bookkeeping
Tax Planning & Advisory
Taxonomy
Catie W.
Nixa, Missouri
$125/hr
5.0
23 jobs
Packages and monthly engagements available; hourly rate shown for transparency and scope-based work. Each project is proposed and priced based on services provided.
Welcome to Fox Financial
Solutions that Simplify — Insights that Transform
Are you looking to streamline your business’s financial operations while ensuring compliance, clarity, and long-term success? At Fox Financial, we provide high-quality, technology-driven accounting services designed to meet the needs of growing businesses.
About Us
At Fox Financial, we believe confident decision-making starts with accurate financials and forward-looking strategy. We combine attentive service with deep financial expertise to give you peace of mind and more time to focus on what matters—your business, your clients, and your goals.
Our Services
Outsourced Bookkeeping
Free up your time while we manage your financial records, reconciliations, and transaction categorizations with precision.
Financial Reporting
Receive clear, timely reports that help you understand your financial health and support smart decision-making.
Payroll Services
Streamlined payroll processing, including filings and compliance, so you stay worry-free and your team gets paid on time.
Tax Preparation & Planning
From accurate filings to year-round planning, we help you stay compliant and optimize your tax position at both the state and federal level.
Financial Planning & Advisory
Using the Jirav FP&A platform, we offer budgeting, forecasting, and strategic financial insights to support your next phase of growth.
Our Method: The Fox Framework
A four-stage process designed to clean up, optimize, and guide your financial operations:
Trailhead
Initial 1-6-week onboarding: historical cleanup, system setup, and discovery interviews.
Waypoint
KPI diagnostics and gap analysis: uncover opportunities and assess financial health.
Trailblaze
Action-plan rollout: streamline operations, optimize revenue, and enhance workflows.
Horizon
Ongoing strategic support: monthly goals, rolling forecasts, and financial check-ins.
Why Choose Fox Financial?
🦊 Care
We prioritize client relationships and provide supportive, responsive service.
📊 Acumen
Our insights are grounded in experience and driven by data.
🌅 Foresight
We proactively help you anticipate what’s next, not just react to what’s now.
⚙️ Technology-Driven
From dashboards to forecasts, we leverage tools that make your numbers work harder for you.
Let’s Connect
Whether you're a startup, established business, or scaling operation, Fox Financial is your partner for clarity, simplicity, and growth.
Start building your solid financial foundation today. Visit us at foxfinancialcpa.com
Bank Reconciliation
Financial Accounting
Financial Report
Accounting Software
Bookkeeping
Intuit QuickBooks
CCH Axcess
Account Reconciliation
Intuit Lacerte Tax
QuickBooks Online
CPA
Financial Analysis
Financial Statement
Financial Management
Financial Consulting
Nick W.
Palmyra, Missouri
$25/hr
5.0
1 jobs
I help businesses stay organized by handling accounts payable, invoice processing, vendor payments, and reconciliations. I have 4 years of hands-on experience managing high-volume transactions and keeping books accurate.
Accounts Payable
QuickBooks Online
Bookkeeping
Microsoft Excel
Rebecca W.
Villa Ridge, Missouri
$50/hr
4.7
110 jobs
Thanks for looking at my profile. I am a remote bookkeeper that has extensive knowledge and experience in many fields. Pawn Shop and Contractors being my specialty but also have multiple e-commerce clients as well.
I don't just do the numbers, I am an advisor who will look out for your company and to help you to know where your money is coming and going. I don't just take on jobs and brush them off to an overseas contractor, I am doing the work myself and so I get to know your business inside and out.
I am:
Quickbooks Advanced Certified Pro
Xero Pro Advisor
Freshbooks Advisor
GUSTO Certified People Advisor
Bill.com partner
Expensify partner
Gusto Partner
Lastpass user
Hubdoc user
Receiptbank user
Clickup user
ADP Accountant Partner
A2X Partner
National Association of Certified Bookkeeper Member
Missouri Notary Public
Hold a PTIN from the IRS
Have been fingerprinted and background checked by the FBI for the IRS
Have 12 years experience doing all bookkeeping for 6 figure e-commerce store, monthly reconciliations. Income statements and everything they need to do their taxes at the end of the year..
Here’s how I can help you with your small business.
1. Set Up, Catch Up, and Keep Up your 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
- Do you accounts payable for you
- Reconcile your accounts so you can be sure the numbers are right
- Customize reports so you can understand the numbers and gain actionable insights
2. Payroll
- I enter and control payroll for multiple clients, one being an 85 employee company.
I have extensive knowledge in Pawn Shop accounting.
The next step is to send me a message so we can 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.
Upwork is not the only place you will find my 5 star reviews. They can be found on my QuickBooks profile and website.
Problem Solved
MCole, March 26, 2021
"I had a major discrepancy between my P&L and other Sales reports. My CPA couldn’t figure it out, neither could another Quickbooks expert I hired. But Rebecca sorted out the problem in about 30-45 minutes. And it turned out to be an issue with Quickbooks for Mac. She was a smart, methodical, and a pleasure to work with. I would highly recommend her to anyone that needs help."
Midwest Bookkeeping Solutions.
Accounts Receivable
Bank Reconciliation
Chart of Accounts
Intuit QuickBooks
Accounting Basics
Accounting Software
Balance Sheet
Transaction Data Entry
Bookkeeping
Income Statement
Xero
Gusto
Michael S.
Plato, Missouri
$10/hr
5.0
3 jobs
I am an experienced Accountant, Bookkeeper, and QuickBooks Online Expert with 3+ years of hands-on experience supporting small businesses, startups, and service-based companies. I specialize in accurate financial recordkeeping, system setup, and delivering clear, actionable financial insights that help business owners make confident decisions.
Over the past several years, I have managed end-to-end bookkeeping, monthly close processes, reconciliations, accounts payable/receivable, and tax preparation workflows. I’m highly skilled in organizing messy books, implementing streamlined processes, and maintaining clean, audit-ready financials.
I provide proactive communication, strong attention to detail, and a reliable work ethic. Whether you need full-cycle bookkeeping, support during tax season, or ongoing monthly reporting, I ensure your numbers are accurate, timely, and aligned with best accounting practices.
Services Offered
- QuickBooks Online Setup & Cleanup
- Monthly Bookkeeping & Reconciliation
- Accounts Payable & Accounts Receivable
- Financial Reporting & Month-End Close
- Payroll Setup & Processing
- Budgeting & Cash Flow Tracking
- Tax Preparation & Filing Support
- Catch-Up & Historical Book Cleanup
Finance & Accounting
Finance
Personal Finance & Wealth Management
Tax Return
Bookkeeping
Budget Planning
QuickBooks Online
Intuit QuickBooks
Budgeting & Forecasting Software
Stacey B.
Des Peres, Missouri
$15/hr
5.0
2 jobs
Objective:
Outgoing professional seeking to make contribution for your company. Ability to work independently while
participating in a team atmosphere. Eager to learn and produce results. High-calibur individual with track record
for consistent value added activities and numerous accomplishments in all aspects of accounting. Adapts well to
different environments while enjoying different personalities of all employees, customer, and vendors.
Past Promotions prove abilities and willingness to take on more responsibility.
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
GAAP
General Ledger
Microsoft Excel
Account Reconciliation
Accounting Basics
Bookkeeping
Customer Service
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