Graduated from The University of Texas at Austin with a Bachelor degree in Accounting and more than three year of experience in diverse facets of accounting including bookkeeping and tax preparation. Excellent understanding of US GAAP, Federal Income Tax laws and regulations. Technical proficiency in MS Word, MS Excel, Outlook, QuickBooks Desktop and Online, GoSystem Tax RS, Ultra Tax, QBO, QBD, Puzzle Financial.
Areas of Expertise
• Bookkeeping
• Financial Statement Analysis
• Tax Preparation
• Customer Service
Bank Reconciliation
Tax Preparation
Microsoft Office
Bookkeeping
Intuit QuickBooks
Financial Analysis
Jared S.
Austin, Texas
$30/hr
5.0
3 jobs
I am a Certified Public Accountant with over 10 years experience in all aspects of accounting and financial statement preparation.
I have experience on multiple accounting softwares and am looking forward to assisting you.
Accounting
Financial Accounting
Bookkeeping
Accounting Basics
Light Bookkeeping
Financial Planning
Financial Statement
Budgeting & Forecasting Software
John A.
Austin, Texas
$145/hr
5.0
2 jobs
My name is John Allison and I run Delphi Advisory, LLC, a fractional CFO firm focused on providing exceptional financial leadership and strategic insight to small businesses.
I'm a CFO and CPA with over a decade of experience in finance and accounting experience with firms in various industries including SaaS, healthcare, energy, precious metals, and direct to consumer online retail. Partnering with me provides the best of both worlds. A CPA who understands all things accounting including U.S. GAAP and tax and a finance executive who knows what it takes to run companies ranging from $2M up to $100M in revenue. In the past, I’ve helped companies scale from $2M to $100M in revenue, expanded internationally, completed audits, and managed M&A deals ranging from $5M to $300M. Additionally, I have successfully raised over $100M in equity and debt.
When I started Delphi, I wanted to use my knowledge to offer fractional CFO services tailored to small and mid-sized businesses. These services include financial planning and analysis, cash flow management, budgeting, forecasting, and strategic advisory. My focus is actionable insights and to develop robust financial frameworks that drive efficiency and growth.
Having relevant experience with small, fast growing companies (and being a small business owner myself) I understand the need to complete projects as efficiently as possible while staying within a reasonable budget. I work to partner closely with clients to understand their unique challenges and opportunities, providing customized solutions that foster sustainable growth and long-term success.
I look forward to working with you.
John Allison, CPA
Founder & CEO
Delphi Advisory, LLC
CPA
Finance & Accounting
Cash Flow Modeling
Mergers & Acquisitions
Microsoft Excel
Corporate Finance
Marian D.
Austin, Texas
$50/hr
5.0
4 jobs
I’m an Accountant with 8+ years of experience in tax and bookkeeping for small to medium size businesses.
I’ve worked with companies in various industry’s like real estate, construction, food service, professional services, etc.
* QuickBooks online Certified
* Experienced in QuickBooks Desktop, Xero, Wave Accounting, and Zoho books
* Bilingual (fluent in English and Spanish)
Accounting
Accounts Payable
Bank Reconciliation
Intuit QuickBooks
Data Entry
Bookkeeping
Payroll Accounting
Microsoft Excel
Wave Accounting
Payroll Reconciliation
Xero
Deepak S.
Austin, Texas
$220/hr
5.0
65 jobs
I serve as a consulting and testifying expert in litigation, forensic accounting and compliance matters and bring more than 20 years of experience. I calculate economic damages in disputes litigated in arbitration and State and Federal Courts and bring expertise in several causes of action including breach of contract, patent and trademark infringement, business interruption, and trade secret misappropriation, among others. I am a Certified Fraud Examiner (CFE).
Throughout my career, I served clients and led teams on engagements involving forensic accounting investigations, assessment of risk management and compliance programs, data integrity compliance issues, and quantification of damages. I serve as a damages quantification expert and have specific experience in personal injury (including calculating the present value of life care plan costs) and wrongful death matters. I have been designated as an expert in more than 20 matters and have testified at deposition and trial multiple times.
I am adept at analyzing large sets of data to solve complex problems for clients. I excel at extracting insights from data. I am excited about the prospect of creating a usable product that works and can provide value to your firm. During my career, I gained extensive experience in making sense of various companies' Excel spreadsheets. I was viewed as an expert by clients, colleagues, and my superiors at extracting insights from spreadsheets provided through subpoenas and litigation discovery.
Most recently, I led teams that supported a Department of Justice (DOJ)-appointed Independent Compliance and Business Ethics Monitor of a global investment bank, and a Forensic Adviser to the DOJ / National Highway Traffic Safety Administration (NHTSA)-appointed Monitor of a Tier One automotive parts supplier.
I performed analyses of the lab and traceability systems at testing and production facilities of a global Tier 1 automotive supplier to assess the company's data integrity controls and implementation of DOJ plea agreement terms while working with the Forensic Advisor to the DOJ- and NHTSA-appointed Independent Compliance Monitor. In this role, I received large spreadsheets with lab testing and manufacturing data from facilities in 17 countries and had to "audit" the data to ensure that the company was capturing complete and correct information - this required me to identify outliers, missing values, and general data inconsistencies.
I led teams in 30 global facilities across 12 countries to monitor a Tier One automotive parts supplier's testing operations for compliance with internal and DOJ-mandated data integrity requirements.
I also served as a guest lecturer at Baruch College, John Jay College of Criminal Justice, and Molloy College on topics related to data analytics tools and fraud detection.
I have engagement experience in the following industries: Automotive Manufacturing, Banking (Monitorship), Banking (Forensic Investigation), Telecommunications, Retirement Plans, Food & Fast Food, Private Equity, Pet Products, Mortgage Loan Servicing, Health Foods, Insurance, Real Estate, Fishing, Healthcare, Media/Entertainment, Financial Products (Bonds & Mutual Funds), Hospitality, Cosmetics, Packaging, Luxury Goods, Financial Products (Options & Derivatives), Defense Contracting, Technology, Construction, Building Materials, and Retail.
I have also helped an Australian employer respond to a Fair Work Ombudsman contravention notice by reviewing pay records to determine the amount of underpayment due.
Data Analysis
Spreadsheet Skills
Financial Audit
Economic Analysis
Compliance
Data Modeling
Mathematics
Fraud Detection
Financial Analysis
Testing
Commercial Litigation
Internal Control
Finance & Accounting
Forensic Accounting
Sarah Jane H.
Austin, Texas
$50/hr
4.0
11 jobs
[ Certified Public Accountant (PH) | Certified Payroll Professional | Certified Accounting Seed Administrator | Certified Management Accountant (AU/NZ) | Salesforce Admin Certified ]
🌟 With more than 10 years of experience in general accounting, projects, accounts receivable, and payables. Handled full-cycle of accounting from chart of accounts set-up to go-live accounting system implementation.
🌟 good analytical skills, willpower, and dedication to job
🌟 Improved inventory variance by 75% reduction
🌟 30% clean-up in accrued accounts payable account
🌟 Improvement in payroll and general accounting process through automation
🎗️ Certified Management Accountant (Australia/NZ) - 2024
🎗️ Certified Salesforce Administrator - 2022
🎗️ Certified Accounting Seed Administrator - 2021
🎗️ Certified Payroll Professional - 2015
🎗️ Former Part-time Accounting Professor - 2013
🎗️ Certified Public Accountant (Philippines) - 2011
🏆 Cum Laude - 2005 Bachelor of Science In Accountancy
💫 SAP, Oracle, Wave, Quickbooks Online and Desktop, MS Dynamics, Taxumo, ADP, Zoom, Slack, Salesforce, and Accounting Seed User, Avalara, Visual, ACH
💫 Basic Federal and State Income tax return filing (California & Florida)
💫 Trained in Financial Statement stress review for 2 weeks in Sugar land, Texas USA - 2016
🌟 Adept at leveraging Accounting software and GAAP principles. Highly organized and detail-oriented professional with experience in accounts payable and receivable, payroll, and bookkeeping. Proven success in ensuring the accuracy of financial reports, reviewing financial statements, identifying discrepancies, providing detailed financial analysis, and compliance with accounting regulations. Dedicated to providing excellent customer service and building positive relationships with clients. Hardworking professional with experience in office operations, administrative support, and customer service.
Financial Accounting
Intuit QuickBooks
Account Reconciliation
Microsoft Excel
Oracle Accounting
Payroll Accounting
Financial Analysis
Salesforce
Bookkeeping
Accounting Software
Wave Accounting
Microsoft Office
Financial Reporting
Accounts Receivable Management
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