I'm new to Upwork. My goal is to start my second inning. I am here to learn new skills and associate myself with prestigious clients.
From the past few years I was busy in raising my Son. Prior to that I have worked with a School as an Admission Counsellor ,I have worked with British Council as a freelancer. I also worked with Future Group in their Insurance division.
As an individual ,I am self driven and self motivated person always looking for new challenges and experiences as well as new opportunities to expand my reach and goals. I am adaptable to changing working environment and technologies ad a quick learner .
Thanks and Regards,
Neha Sehgal
Mahaveer I.
US CPA | QuickBooks & Xero Bookkeeping | Cleanups & Monthly Close
A month-end close should take seven days, not three weeks. It runs long for boring reasons: accounts that were never reconciled, transactions coded by guesswork, balances nobody has tied to a statement in months. I fix it.
As a US CPA and Chartered Accountant, I work with US and Australian businesses in QuickBooks and Xero. Monthly bookkeeping and close, cleanup and catch-up โ ten years of it, mostly cleaning up after whoever had the file before me.
Some clients come to me three years behind. Others just want month-end to stop being a fire drill. Most arrive for the cleanup and stay for the monthly close โ my longest-running clients have been with me eight years, closing every month since.
Top Rated Plus, 100% Job Success Score, 120+ projects at a 4.9 rating.
Recent work:
๐นRebuilt the QuickBooks class structure for an 8-location restaurant group, so the owner sees P&L by location instead of one blended number
๐นCleared 3 years of backlog across 4,000+ Shopify transactions ahead of an extension deadline
๐นTook a real estate client's close from 15 days to 7 by reconciling weekly instead of letting it all pile up at month-endTook a real estate client's close from 15 days to 7 days
I hand back books your CPA or tax agent can file from without a follow-up email.
๐ฉSend me your file and I'll tell you what shape it's actually in โ no charge for the look.
โจWHAT I DO
โ MONTHLY BOOKKEEPING AND CLOSE
Transactions categorized and reviewed, not just auto-matched. Bank and credit card reconciliations completed every month. P&L, Balance Sheet and Cash Flow delivered on a fixed date you can plan around. AR and AP kept current so you know what's actually owed and owing.
โ CLEANUP AND CATCH-UP
Overdue books brought current, however far back they go. Historical miscategorization corrected with a documented trail of what changed and why. Prior-period reconciliations rebuilt. Chart of accounts restructured so the reports mean something.
โ SETUP AND STRUCTURE
QuickBooks Online or Xero set up around how your business actually operates. Chart of accounts built for the reporting you need, not the default template. App integrations connected and tested before you rely on them.
โ YEAR-END AND TAX
Books that are tax-ready and audit-ready when the deadline arrives. Organized supporting schedules. Year-end adjustments handled before they become a scramble, not discovered during them. Return preparation available on request โ otherwise I hand your CPA or tax agent a package they can work straight from.
โจFOR CPA AND ACCOUNTING FIRMS
I take white-label work โ busy-season overflow and ongoing client bookkeeping. I work inside your systems, under your brand, to your workpaper standards. Files come back reconciled and documented with open items in a single list, so your preparer picks it up and works instead of reconstructing what I was thinking. No contact with your clients unless you direct it.
โจHOW I WORK
I automate the repetitive parts โ recurring vendor rules, receipt capture, bank feed logic โ so manual review goes to the transactions that actually need judgment. Automation handles volume. It doesn't decide what's a capital expense.
I flag questions early rather than guessing and letting you find out at year-end. If something in your books looks wrong to me, you hear about it that week.
I'm based in India and set my hours around your business day โ US, Australia, UK or Europe. Tell me the window you need and I'll be in it. Messages answered within one business day. Access is view-only or accountant-level until you decide otherwise. NDA signed on request, for firms and direct clients both.
โจINDUSTRIES
E-commerce (Shopify, Amazon, A2X, Webgility, Stripe), real estate and property management (AppFolio, Buildium, Yardi, Hemlane), construction, restaurants and hospitality, SaaS, professional services.
โจSOFTWARE
QuickBooks Online and Desktop, QuickBooks Advanced, Xero, NetSuite, Zoho Books, FreshBooks, Wave. Dext, Hubdoc, Expensify, Bill,com. Gusto, ADP. Square and POS integrations. Excel and Google Sheets at a level that lets me rebuild what the software can't.
Credentials: US CPA, Chartered Accountant (CA), Cost and Management Accountant (ICMAI). QuickBooks Online ProAdvisor, Xero Advisor Certified. US GAAP and IFRS.
โจSTART HERE
Send me view-only access or a backup file. Within two business days you get a written assessment: what's actually wrong, what it takes to fix, a fixed price and a delivery date. No charge and no obligation. If the books turn out to be fine, I'll tell you that too.
Prerak V.
Certified Bookkeeper|| Cleanup expert
Jaipur, India
$8/hr$8 per hour5.0 (9) 10 jobs $3K+ total earnings
I am a **Top Rated Freelancer** offering full scope bookkeeping & Virtual Assistant services.
If you are looking for someone to help you get better control of your finances, cashflows and accounting records or just need someone to pass along boring bookkeeping work to, so you can do more with your time, please read on. :)
I am a Certified Public Accountant and a former consultant from one of the top global professional services firm. I help businesses get up to speed with their finances, improve operational efficiency and adopt industry best practices by leveraging digital technologies.
My central focus is to simplify and uncomplicate the bookkeeping workflows for my clients. This is a proven strategy to enhance productivity and improve financial agility.
The digital technologies/tools that we are hands-on with:
Accounting Tools:
- Quickbooks Online/Desktop
- Xero
- Zoho Books
- Wave
- Appfolio
- Netsuite
Payroll Softwares:
- ADP
- Gusto
- Paychex
E-commerce tools:
- Amazon Vendor Central
- Amazon Seller Central,
- Ebay,
- Etsy
Data Management:
- Receipt Bank (Dext)
- Bill.com
- Hubdoc
Inventory Management Softwares:
- Zoho Inventory
- Craftybase
- Shipstation
Other tools:
- Caseware
- Dext
- Stripe
- Paypal
- Loan Assist
- Clover
- Asana, etc.
My services:
- Invoicing and Vendor payments
- Categorization and reconciliation of transactions
- Redesigning Chart of Accounts for robust financial and management reporting
- Accounts Payable and Receivable reconciliation and followup
- Finalisation of accounts for monthly and year end reporting
- Consultancy services to help businesses better understand their financial numbers
- Payroll processes
- Helping clients in audit readiness and assisting with regulatory compliances
In a nutshell, my aim is to provide experience of hassle-free bookkeeping that empowers my clients.
Do you need an accounting expert to clean up messy books and keep your finances accurate, compliant, and stress-free? Iโm here to make managing your books easy and reliable.
With 4+ years of professional bookkeeping and accounting experience, Iโve worked with businesses ranging from small startups to growing companies, helping them stay financially organized, tax-ready, and profitable.
โณ๏ธ Benefits of Hiring Me
โ Hands-on knowledge of QuickBooks Online & Desktop, Xero and other software's
โ Premium quality work with peer review before submission
โ Fast responses via messages, calls, emails & screen-sharing apps
โ Accurate & timely bookkeeping data entry with guaranteed professional diligence
โ Financial analysis, budgeting & variance reporting to support better decision-making
โ Unlimited scheduled meetings to keep you updated and aligned
โ Strong background in Auditing, Financial Reporting & Forensic Analysis
โ Commitment to data integrity, confidentiality, and conflict-free practices
โ Excellent client feedback and strong portfolio of successful projects
๐ Accounting & Bookkeeping Responsibilities
โ๏ธ Proficient Bookkeeper & Accountant
โ๏ธ Managing General Ledger, Journal Entries, Transaction Data Entry
โ๏ธ QuickBooks Online or Xero Setup & Customization
โ๏ธ QuickBooks/Xero Cleanup & Catch-up Accounting
โ๏ธ Bank Reconciliation
โ๏ธ Account Reconciliation
โ๏ธ Accounts Payable & Receivable Management
โ๏ธ Balance Sheet & Income Statement Preparation
โ๏ธ Financial Statements & Reporting
โ๏ธ Budget Management & Variance Analysis
โ๏ธ QuickBooks Online / Xero Bookkeeping Support
โ๏ธ Financial Projections & Modeling
โ๏ธ Tax Preparation Assistance
โ๏ธ Payroll Processing & Compliance
โ๏ธ Specialized Real Estate Bookkeeping
โ๏ธ Ecommerce Bookkeeping (Amazon, eBay, Shopify, Stripe, PayPal)
โ๏ธ Administrative & Accounting Support
๐ฅ๏ธ Software & Tools Proficiency
โ๏ธ Intuit QuickBooks Accountant / QuickBooks Online ProAdvisor
โ๏ธ Xero Certified Bookkeeper
โ๏ธ Microsoft Excel, Word, PowerPoint (Advanced)
โ๏ธ Amazon, eBay, Shopify, Stripe, PayPal Integration
โ๏ธ Google Sheets & Docs
โ๏ธ Gmail / Microsoft Outlook Email & Calendar Management
โ๏ธ WhatsApp, Skype, Zoom (Client Communication & Meetings)
โจ I take pride in being detail-oriented, dependable, and client-focused, ensuring your books are always clean, accurate, and up to dateโgiving you complete financial clarity at all times. My mission is simple: to remove the stress of accounting so you can focus on growing your business with confidence.
๐ If youโre seeking a professional accountant who delivers accuracy, compliance, and transparency with a commitment to your successโletโs connect and build a partnership that drives results!
Best Regards,
Baljinder Singh
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