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Top-Rated Plus | 10+ Years Experience | $100K+ Earned on Upwork | U.S. Master’s in Accountancy & CPA-Equivalent Are you looking for an accountant who doesn’t just “manage books” but actually helps you save time, stay compliant, and grow profitably? That’s exactly what I do. With over 10 years of hands-on experience and $100K+ earned working with U.S. clients on Upwork, I bring the right mix of technical expertise, strategic insight, and proven results to every project. Clients trust me because I combine the knowledge of U.S. Master of Accountancy (University of Illinois) and Chartered Accountant (CPA-equivalent) — with practical experience across bookkeeping, tax, reporting, and financial systems. ✅ What I Deliver Full-Cycle Bookkeeping & Accounting – QuickBooks Online, Xero, NetSuite U.S. Tax Preparation & Advisory – Certified IRS VITA volunteer with experience filing federal & state returns GAAP-Compliant Financial Reporting – including ASC 606 and revenue recognition standards Audit & Compliance Support – smooth coordination with auditors and regulators Financial Planning & Insights – budgeting, forecasting, and data dashboards (Excel, Tableau, SQL, Python) 📈 Proven Results Helped U.S. businesses increase profitability by up to 25% through smarter financial planning Reduced month-end close times by 18%, ensuring faster and more reliable reporting Improved billing accuracy by 20%, accelerating cash collections across clients Delivered smooth audits with fewer adjustments year-over-year for multiple businesses If you’re searching for a reliable financial partner who can bring clarity to your numbers, ensure compliance, and give you insights to scale with confidence — let’s connect. As a Top-Rated Plus freelancer, I’m committed to long-term partnerships and measurable results for U.S. businesses. 📩 Let’s connect to discuss how I can simplify your finances and help your business grow with confidence.

✅ Professional Bookkeeper with over 6 Years of Specialized Experience in Accounting and Tax Filing ✅ QuickBooks Pro Advisor Elite ✅ Expert US Accountant in Tax Filing and Preparation With over six years of specialized experience in accounting, tax filing, and QuickBooks consulting, I offer a comprehensive suite of services tailored to meet the unique needs of both start-up and established companies. What I Offer: Catch-Up, Clean-Up, and Monthly Maintenance Services: Comprehensive management of financial records, ensuring accuracy, and keeping your books up-to-date. Professional Bookkeeping: Extensive hands-on experience in handling day-to-day bookkeeping tasks, maintaining accurate records, and ensuring compliance with accounting standards. Tax Filing and Consulting: Expertise in tax preparation and filing, ensuring compliance and maximizing tax benefits for your business. QuickBooks Consulting and Training: Tailored QuickBooks solutions to optimize your accounting processes, including personalized training sessions. Why Choose Me? Extensive Expertise: My background in accounting, coupled with my QuickBooks Pro Advisor certification, equips me with the skills to handle all your bookkeeping and tax needs efficiently. Proven Reliability: Based in the US, I am committed to providing reliable and dedicated service, allowing you to focus on scaling your business without the stress of financial management. Attention to Detail: My strong organizational, problem-solving, and analytical skills ensure meticulous attention to detail, effective priority management, and seamless workflow operations. Proactive Approach: I take initiative and am self-motivated, ensuring your business operations run smoothly throughout the entire cycle. Excellent References: Supported by outstanding references, my proficiency and dedication to delivering exceptional results are well-validated. Let's Connect I am available to review rates and discuss how my services can be tailored to fit your specific business requirements. Feel free to reach out to discuss your needs and see how I can help you achieve your business goals efficiently and effectively. Let's make your financial management hassle-free and position your business for success!

Former CEO & CPA | Strategic Advisor to Business Owners Most advisors give advice. I've actually built and run businesses. I'm a CPA with 35 years of experience, former CEO of a 60-person accounting firm, entrepreneur, author, and strategic advisor. Throughout my career, I've helped business owners grow companies, raise capital, acquire businesses, improve profitability, reduce taxes, and create long-term wealth. I believe business owners need more than compliance. They need a trusted sounding board. My experience includes: ✔ Former CEO of a $6M accounting firm ✔ Author of Tax Credits Are Sexy ✔ Raised capital and completed multiple acquisitions ✔ Recovered $100M+ in Employee Retention Credits ✔ Delivered over $2M in annual savings for a $15M healthcare company ✔ 35 years serving healthcare, real estate, nonprofits, and growth companies Services I provide: • Strategic Advisory & CEO Support • Tax Planning and Tax Reduction Strategies • Fractional CFO and Controller Services • Business Acquisitions and Growth Planning • Leadership and Accountability • AI Implementation and Process Improvement • Financial Analysis and Profitability Reviews • Tax Credits and Incentive Strategies I work best with entrepreneurs and business owners who want more than just another accountant. My goal is to help clients grow their businesses, increase profitability, and create lives they don't need a vacation from. Send me a message and let's discuss your goals.

Most bookkeepers just "record data." As a Tax Professional and QuickBooks Specialist, I do the opposite: I build your books with the tax return in mind. This means no more frantic "cleanup" in March, no missed deductions, and total clarity on your cash flow. How I can help you: -The Deep Cleanup: I specialize in forensic bookkeeping: fixing years of unreconciled accounts, unapplied payments, and "Other Misc. Expense" mysteries. -Full-Cycle Bookkeeping: Routine reconciliations, invoicing, and bill pay so you can focus on running your business. -Payroll & 1099s: Seamless payroll processing and contractor filing to keep you compliant with state and federal laws. -Tax-Ready Financials: Because I prepare business and personal tax returns, I ensure your chart of accounts is optimized for maximum legal tax savings. Why Clients Choose Me: -S-Corp & Partnership Expert: I understand the specific complexities of basis, distributions, and K-1s. -Proactive Strategy: I don’t just tell you what happened last month; I help you plan for the next quarter. -Accuracy Guaranteed: I provide financials you can actually rely on for bank loans, audits, or scaling. Stop stressing over your books and start making data-driven decisions. Message me or book a consult to discuss your cleanup project or ongoing needs. I’m happy to provide a preliminary review of your QuickBooks file to see exactly what’s needed.

Hey Future Clients! My name is Avery Beasley, and I’m a Certified Public Accountant (CPA) with over six years of experience helping small and medium-sized businesses stay compliant, reduce stress, and make smarter financial decisions. I provide end-to-end accounting and tax services, meaning you don’t have to juggle multiple professionals to understand your numbers. Accounting & Bookkeeping Services I take ownership of your day-to-day accounting so you can focus on running your business. This includes: Recording, categorizing, reconciling, and adjusting transactions Cleaning up messy or incomplete books from prior years Preparing periodic financial statements (P&L, Balance Sheet, Cash Flow) More importantly, I don’t just deliver reports—I explain what they mean. I provide insights from a managerial perspective so you understand how your business is performing and from a tax planning perspective so there are no surprises at tax time. Tax Preparation & Tax Strategy I’ve prepared 3,000+ tax returns for individuals and business entities and have helped clients: Remain fully compliant while legally minimizing taxes Prepare and file back tax returns for multiple years Amend prior-year returns, recapturing tens of thousands of dollars Understand when amending returns is beneficial—or required Because I handle both accounting and tax, I’m able to identify opportunities others often miss. Why Clients Work With Me CPA-level expertise (not just data entry) Clear communication and practical explanations Proactive guidance—not just compliance A single point of contact for accounting and tax If you need help with accounting, bookkeeping, tax preparation, cleanup work, or tax planning, I’d be happy to help. Feel free to reach out—let’s get your finances back on track.

Specializing in cross-border taxation between the US and Canada, I guide individuals and businesses through the complexities of determining tax residency and filing obligations when immigrating between the two countries or expanding your business across the border . My expertise lies in proactive tax planning, helping clients optimize their financial strategies and minimize tax liabilities. I am dedicated to ensuring a seamless and tax-efficient transition for individuals and businesses earning income in both the US and Canada. I'm a United States Treasury Enrolled Agent (accepted to practice before the IRS) and I can represent taxpayers in all 50 states. I assist many US expats filing their taxes. My services include: Tax preparation in the US: - Tax return filing for Individuals, Businesses (LLCs, S corp, C corp) forms 1040, schedule C, 1120S, 1120 & 1065 - Foreign corporation tax returns form 1120F - Filing individual tax return under the streamlined procedures for expats. - Non-residents form 1040NR - US returns for US expats - FinCen (FBAR) form. - Sales tax preparation in the state of CA. I'm expert with many International tax forms including 2555, 1116, 5471, 5472, FBAR, 926. Tax preparation in Canada: - Tax returns for Individuals & corporations (forms: T1, T2) - Departure tax return for Canadians leaving Canada including forms (T1161, T1243, T2091) - Non-Resident tax returns for Individuals with rental income (section 216), dividends, royalties ..etc. - Help to obtain a Certificate of Compliance from the Canada Revenue Agency for the sale of Canadian property by a nonresident. - Information Return Relating To Controlled and Non-Controlled Foreign Affiliates form T1134 - Information Return of Non-Arm's Length Transactions with Non-Residents form T106 - Sales tax preparation (GST/HST/PST/QST) Key elements of my services: - Full compliance with IRS and CRA filing requirements - Tax planning to avoid double taxation in the United States and Canada by exploiting foreign tax credits and the US/Canada Tax Treaty - Advisory on how to minimize American and Canadian personal and corporate income taxes. Feel free to reach out with any questions. I will be more than happy to help. PS I determine my fee based on the specific job requirements and complexity of the tax return, rather than charging by the hour.