Hire the best Accounting basics Freelancers in New York
Check out Accounting basics Freelancers in New York with the skills you need for your next job.
- $75 hourly
- 4.5/5
- (11 jobs)
Hello, I am a bookkeeper who can assist you with managing your company's financial records in Quickbooks. I also am an Excel expert looking to assist others in building useful spreadsheets and templates to set you up for success.Accounting basics
Budget ManagementAccounting BasicsBookkeepingBank ReconciliationBalance SheetIntuit QuickBooksData EntryMicrosoft WordMicrosoft Excel - $75 hourly
- 5.0/5
- (6 jobs)
🌟 I Help Small Businesses Achieve Financial Clarity and Freedom! 🌟 Are you a service-based business owner trying to find harmony between work and personal life? 🤝 Do you dream of having more time to focus on your passion while running a successful venture? 🚀 Hi there! I'm Jess, your dedicated QuickBooks Online ProAdvisor and ally in achieving the perfect work-life balance. With weekly, monthly, or quarterly bookkeeping, you will be able to make better financial decisions and be tax ready! Do you need help invoicing and paying your bills? I offer that too! I understand the challenges of running a service-based business while balancing personal commitments, and I'm here to lighten your load! 💼🌟 🔹 Why Choose Me? 🔹 🌈 Work-Life Synergy: As your trusted financial partner, I'm committed to helping you find synergy between your business and personal life. Let's unlock more time for what truly matters to you - growing your business and enjoying your journey! ⏰💖 📈 Business Growth: With my expertise in QuickBooks Online and meticulous attention to detail, I'll provide valuable insights into your financial health, empowering you to make informed decisions for exceptional growth! 📊 🌟 Services Tailored to Your Business & Life 🌟 For Mom-Owned Businesses: 🤝 Bookkeeping Solutions: Bid farewell to overwhelming accounting tasks and embrace a worry-free business journey. I'll keep your financial records in impeccable order while you focus on nurturing your business and family! 🏠💕 For Cleaning Services: 🧹 Squeaky Clean Finances: I'll organize your income and expenses, so you can effortlessly track your profits. Spend less time worrying about numbers and more time making your clients' spaces shine! 🧼🏢 For Real Estate Investors: 🏠 Real Estate Wizardry: Let me work my magic with QuickBooks Online, managing your income, expenses, and property-specific accounts. Enjoy the freedom to build a prosperous real estate portfolio while focusing on new investment opportunities! 🏰🏡 For Contractor Services (Cash Basis): 🔨 Building Financial Excellence: As a QuickBooks Online ProAdvisor, I'll organize your finances efficiently. Focus on delivering exceptional projects while I handle the numbers with precision! 🏗️📈 For Service-Based Entrepreneurs: 🌟 Tailored Financial Solutions: Let's collaborate to streamline your finances and drive business success. Whether you're a personal trainer, consultant, or another service-based business, I'm here to support your unique goals! 💪🎯 💌 Let's Connect! 💌 Ready to embrace the balance you deserve? 🌠 Reach out, and let's have a heart-to-heart chat about your business aspirations and personal vision. Together, we'll create a winning strategy for your financial success and life fulfillment! 🚀🌍Accounting basics
Financial AccountingQuickBooks OnlineFinancial AnalysisRetail & Consumer GoodsVirtual AssistanceReal EstateBookkeepingIntuit QuickBooksBank ReconciliationAccounting BasicsAccounts PayableAccounts Receivable - $167 hourly
- 5.0/5
- (36 jobs)
I am a bilingual Certified Public Accountant (CPA) with 10 years of experience in the field, I have dedicated my career to public accounting. I used to work for top tier public accounting firms with a diverse range of clients, primarily consisting of public and private asset management companies, small to mid-sized hedge funds (with assets under $100 million), as well as public and private banks. Presently, my focus has shifted towards offering comprehensive accounting services to small business owners and startups across various industries, including technology, healthcare training, non-profit organizations, media, and more. My extensive expertise encompasses financial statement reporting, in-depth accounting research based on U.S. Generally Accepted Accounting Principles (GAAP), regular basis accounting & bookkeeping, individual taxes etc. I am proficient in QuickBooks and Wave. I am currently assisting with businesses with managing their books and offering ad-hoc advisory and consulting services. My professional goal is to establish long-term partnerships where I can contribute to the growth of my clients' businesses. I aim to serve as their all-in-one solution for vital business services, offering outsourced accounting, bookkeeping, and more. **List of Services** -Audit Contractor -Review of Financial Statements -Compilation of Financial Statements -Preparation of Financial Statements -Outsourced Accounting and Bookkeeping Services(monthly basis or one time project) -Audit of Accounts -Individual Tax -Financial Planning LINS Accounting & Advisory, LLCAccounting basics
Financial ReportingGAAPTechnical AccountingFinancial ReportChart of AccountsFinancial AccountingAccount ReconciliationFinancial AuditBank ReconciliationAccounting BasicsIntuit QuickBooksBookkeepingMicrosoft Excel - $65 hourly
- 4.9/5
- (20 jobs)
I am a Certified Xero Advisor, Xero Partner, Gusto Partner. I have worked daily with integrated apps, such as Gusto (payroll processing) Chargebee (SAAS Billing platform) Stripe (payment processing) Wise (Multi currency banking) Zendesk (CRM) Hubdoc (Data capture expenses) Slack, Google Apps, QuickBooks Desktop. 25+years bookkeeping experience. Are you a small business who can't find the time to do the bookkeeping? I'm here to help! *Bank reconciliation *A/R A/P *Deposit reconciliation *General bookkeeping needs *Audit/clean up of accounts *Xero training and ongoing support *Chargebee training and ongoing support *Gusto training and ongoing support *Consulting on small business needs *Integrated App set up I am highly reliable, dedicated and motivated. Looking forward to speaking with you soon! AnaAccounting basics
Startup CompanyTrainingGustoAccounting Principles & PracticesXeroAccount ReconciliationFinancial AuditSaaSBenefitsStripeGAAPAccounting BasicsAccounting SoftwareBank ReconciliationBookkeeping - $50 hourly
- 5.0/5
- (11 jobs)
Thanks to my extensive experience on Wall Street and deep knowledge of the financial world, I've taken the initiative to launch and expand my own highly successful financial firm. Our impressive track record of rapid growth speaks for itself, and we're proud to have helped countless small and established businesses achieve their full potential. Our secret to success? A team of hard-working, intelligent professionals who are dedicated to taking your business to the next level. With hundreds of satisfied clients under our belt, we've got the formula for success down pat. Don't settle for mediocrity - trust the experts at our firm to help you achieve your goals and reach new heights of success. Contact us today to learn more about our services and how we can help your business thriveAccounting basics
Tax Refund SubmissionBookkeepingOperations Management SoftwareBusinessBusiness DevelopmentLight BookkeepingWave AccountingInvestment ResearchAccounting BasicsFinancial ModelingAccount ManagementFinance & AccountingQuickBooks OnlineFinancial ConsultingIntuit QuickBooks - $35 hourly
- 5.0/5
- (10 jobs)
Bilingual Accounting Professional fluent in English and Spanish with experience in banking, consulting, construction, and other industries. Business-focused with a track record of providing excellent client service. CAREER HIGHLIGHTS * Self-starter with the ability to thrive in a fast-paced entrepreneurial environment, with a high level of integrity * Skilled at team collaboration while working independently in remote environments for a 2 million revenue IT Software services company * Solved critical issues in client accounting by collaborating closely with different departments and vendors * Established processes to streamline the collection of outstanding accounts, dramatically increasing the cash flow of the business * Paid close attention to detail when entrusted with financial responsibilities, such as finding discrepancies between bank balancesAccounting basics
Microsoft ExcelAccountingSageSlackQuickBooks OnlineMicrosoft OutlookIntuit QuickBooksAccounting BasicsGoogleMicrosoft OfficeAccounting SoftwareHubstaff TasksDropboxGoogle DocsMicrosoft Word - $50 hourly
- 5.0/5
- (18 jobs)
12+ years experience in the field of accountancy, bookkeeping, tax and finance as an affiliate chartered accountant and ACCA. IRS-authorized Tax Preparation & E filing. Expert in US tax Preparation & Planning 🎯 1040, 1040NR, 1120, the 1120S, 1065, 5472, 5471, 990EZ for new 501c3, 1122, FBAR, etc as well as Payroll Tax / HR- Form 941/ 944, W2 preparation. As a Certified Accountant with over 12 years of global experience with PwC and Financial Controller, Finance Manager in different organizations, I offer a wide range of financial services (including QuickBooks, Xero, Oracle, SAP Business One and Microsoft Dynamics & Finance &Operations bookkeeping). I have served in various roles such as financial controller, virtual CFO, financial advisor, finance manager, bookkeeper(QuickBooks, Xero bookkeeping), US tax expert, and accountant for entities worldwide, including those in the US, Asia, and Europe. I provide comprehensive financial and accounting services that include bookkeeping, compliance with US GAAP and US taxation, adherence to IFRS, financial reporting (QuickBooks, Xero bookkeeping), risk management, and external auditing. I excel across various industries, particularly in E-commerce, and hold certifications in QuickBooks Online, Microsoft Dynamics 365, and Xero, among others. As a seasoned specialist in US Tax Preparation & Planning, I am proficient in preparing and filing various forms including 1040, 1040NR, 1120, 1120S, 1065, 5472, 5471, 990EZ, and FBAR. I offer my services to a diverse range of businesses, ensuring meticulous and compliant filing of Income, Sales, and Payroll taxes . My specialization also involves setting up books, creating charts of accounts, managing payroll, and performing client trust accounting, bank reconciliations, and tax planning ( in QuickBooks, XERO, Wave, ZohoBooks, MYOB, Microsoft Dynamics Business Central, Oracle and SAP B1 ( Business One) Cashflow, FreshBooks, Microsoft Dynamics AX 2012.). I also offer expertise in accounts receivable, accounts payable, financial statement preparation, and software assistance (QuickBooks, Xero bookkeeping) as well as Accounting Standards Evaluation – US GAAP & IFRS, Financial Modeling Forecasting Budgeting. The services I provide encompass monthly bookkeeping ( including QuickBooks, and Xero bookkeeping) for organizations of all sizes, financial statement preparation, financial modeling, and reconciliation of bank and account records. Additionally, I design Standard Operating Procedures (SOPs), perform business process reengineering, and handle various data visualization tasks. As a financial advisor and virtual CFO, I provide strategic financial analysis, forecasting, and leadership, tailored to meet the needs of your business. My portfolio spans multiple industries including E-commerce, Textile Composite, Electricity Production, FMCG, Sugar Industry, Education Services, Automation and Control Equipment, Telecommunication, and Banking and Capital Markets. I am committed to delivering top-tier financial and accounting solutions ( including QuickBooks, and Xero bookkeeping)and am readily available to answer any queries you might have, to enhance your financial understanding and decision-making as well as provide my clients with performance that is unbeatable and 100% availability during business hours. Certified QuickBooks ProAdvisor Accountant! Expert in Intuit QuickBooks and Intuit payroll services Let's schedule a quick meeting to discuss your problems and find effective solutions.Accounting basics
Business ValuationAccount ReconciliationBank ReconciliationRevenue ManagementRevenue Cycle ManagementAccounts PayableQuickBooks OnlineFinancial StatementFinancial AuditFinancial ModelTax PreparationBusiness ModelingBookkeepingAccounting BasicsManagement Accounting - $45 hourly
- 5.0/5
- (19 jobs)
I am not just another accountant—I am a top 1% bookkeeper who delivers unmatched value through my mastery of streamlining, automating, and delivering powerful accurate financial insights along with your financial reports. With 18 years of experience, I leverage the full functionality of QuickBooks Online, Xero, and cutting-edge technology to transform your financial management into a high-performing system that helps you scale smarter and stay ahead in a competitive marketplace. I specialize in systems integration, data migrations, BI with Microsoft tools, ecommerce channels, POS systems, and third-party connectors. My deep expertise in automating workflows will reduce hundreds of hours in bookkeeping fees annually, saving you both time and money. My approach turns complex data into actionable growth strategies and enables me to audit even the most complicated set of books with confidence. I eliminate financial chaos, deliver clarity, and empower smarter, faster decisions for long-term scalability. Let’s take your business to the next level. I’ve completed state-of-the-art accounting mastery courses aligned with GAAP rules and regulations, earning me a reputation for tackling even the most complex reconciliations and discrepancies with precision. As a QuickBooks Advanced ProAdvisor, Xero Partner, and Microsoft Certified Professional, I empower businesses to unlock the full potential of their systems, integrating tools and automating workflows that eliminate manual tasks while ensuring accuracy and compliance. My expertise spans industries like marketing, SaaS, tech, and ecommerce. Whether it’s optimizing multichannel sales platforms, managing intricate inventory systems, or developing high-impact dashboards, I design customized solutions that simplify your financial operations. By leveraging cutting-edge technology and streamlining processes, I deliver results that reduce stress, increase efficiency, and position your business for growth. Clients consistently praise the transformative value I bring, from fast and efficient cleanups to ongoing support that reduces the need for intensive oversight. My focus is on providing clarity, precision, and actionable insights that drive measurable results. Send me a message—I’m always available to discuss how I can help you maximize the value of your financial systems and processes. Let’s create a streamlined, scalable solution that empowers your business to thrive in today’s competitive landscape. Key Achievements: ⬇⬇ ✅ Reduce manual processes saving my partners hard earned cash ✅ Certified Advanced QuickBooks ProAdvisor for 18 years. ✅ Microsoft Certified Expert. ✅ Completed advanced tests in accounting error prevention, fraud prevention, inventory management, and depreciation. ✅ Master in reconciliation and yearly CPE courses for customer satisfaction. ✅ Saved clients over $20 million through precise bookkeeping and tax-saving strategies. ✅ Expert in Microsoft Excel, including pivot tables and VLOOKUP. Services Offered: Catch-Up and Clean-Up: ✅ Fast, accurate historical data entry and error correction. ✅ Reconciliation of bank and credit card accounts. Complex Reconciliation Expert: ✅ multi-account and intercompany reconciliations. ✅ Detailed analysis and resolution reports. Monthly Bookkeeping and Advisory: ✅ Accurate categorization and matching of transactions. ✅ Management of recurring transactions. ✅ Advisory services for financial decision-making. Balance Sheet, Profit & Loss, and Cash Flow Preparation: ✅ Preparation of balance sheets to track assets, liabilities, and equity. ✅ Creation of profit and loss statements to monitor revenues and expenses. ✅ Development of cash flow statements to manage liquidity and operational efficiency. ✅ Ensuring compliance with GAAP rules. QuickBooks Optimization: ✅ Setup and use of classes, locations, and custom fields. ✅ Automation to streamline tasks and improve efficiency. Tax Preparation and Compliance: ✅ Assisting with tax filing, maximizing deductions, and ensuring compliance with current tax laws. Budgeting and Forecasting: ✅ Creating detailed budgets and financial forecasts to guide your business strategy. Financial Analysis: ✅ Analyzing financial data to provide insights and recommendations for business growth. Platforms and Tools: ✅ QuickBooks Online, Xero, Zoho Books. ✅ E-commerce channels: Shopify, Walmart, Etsy, eBay, Amazon etc. ✅ Payment processors: Stripe, PayPal, Square, Venmo ✅ Third-party apps: Zapier, A2X, Dext, Paytracker, Cin7 and more. Transform complex data into actionable insights for growth with a financial expert who’s top-rated for strong analytical and accounting skills. Available 24/7 to ensure your business thrives. Ready to take the next step? Let’s chat! 🤝Accounting basics
Accounting Report CreationEcommerceXeroGAAPAccounting BasicsAccounting Principles & PracticesAccounting Tools SetupChart of AccountsData EntryQuickBooks OnlineAccounting AdvisoryAccountingMicrosoft ExcelBank ReconciliationBookkeeping - $20 hourly
- 5.0/5
- (9 jobs)
Chartered Accountant | Financial Management Expert | QuickBooks, Xero and Excel Specialist As a Chartered Accountant with over 10 years of experience, I am passionate about helping businesses grow by maintaining accurate and comprehensive financial records. My expertise in financial management allows me to provide tailored solutions that meet the unique needs of each client. What I Offer: • Comprehensive Financial Reporting: I prepare detailed financial statements, including Profit & Loss statements, Balance Sheets, and Cash Flow statements, giving you valuable insights into your business performance. • Bookkeeping Services: I specialize in managing day-to-day bookkeeping tasks using QuickBooks and Oracle, ensuring that your financial records are accurate and up-to-date. • Budgeting & Forecasting: I help businesses develop budgets and financial forecasts to effectively plan for the future and manage cash flow. • Data Analysis & Excel Proficiency: Utilizing advanced Excel skills, I analyze financial data to identify trends and provide actionable insights that support strategic decision-making. • E-commerce Integration: I have experience integrating financial systems with e-commerce platforms, streamlining processes to enhance efficiency. • Tailored Solutions: I understand that every business is unique, and I customize my services to align with your specific goals and challenges. Why Choose Me? Reliable Communication: I prioritize clear and consistent communication to ensure you are informed and confident in your financial management. Commitment to Growth: My focus is on helping your business thrive by providing the support and insights needed to make informed financial decisions. Let’s work together to enhance your financial operations and achieve your business goals! Feel free to reach out to discuss how I can assist you.Accounting basics
Accounting SoftwareChart of AccountsFinancial ManagementOracleData EntryFinancial StatementBalance SheetBank ReconciliationMicrosoft ExcelIntuit QuickBooksFinancial PlanningLight BookkeepingAccounting BasicsBookkeepingAccounting - $80 hourly
- 5.0/5
- (37 jobs)
I am licensed CPA (Montana) and Canada having more than 10 years of experience . I provide federal & state tax services, Including sales tax and payroll services I have worked in public practice in New york and Big 4 in Canada. I can help you comply with US and Canadian taxes. I had done US and Canadian personal, corporate and foreign reporting compliances. I had filed form 1040, 1120, 1120-S, 1065, 1040NR,5471 and 5472 for US compliance. I had file T1 and T2 returns for Canadian persons.I have helped them lower their taxes and getting them refund by claiming foreign tax credit form 1116. I have also done FBAR and 114 compliance for them. I have also worked in cross border taxation and foreign tax credits for US and Canada.I have helped Canadian Citizens having properties in US. I have helped them with their reporting compliance for TFSA accounts like filing of form 8621, 3520, 3520-A. I have helped clients with multi-state tax compliance for US income and sales tax. Looking forward to work with you.Accounting basics
CPAQuickBooks OnlineAccounts Receivable ManagementBook WritingInventory ManagementAccounts Payable ManagementIntuit QuickBooksBookkeepingInvoicingAccounting SoftwareAccounting BasicsBank Reconciliation - $40 hourly
- 5.0/5
- (6 jobs)
I am a certified professional bookkeeper and QuickBooks specialist through the Universal Accounting Center. I have also obtained QuickBooks ProAdvisor status from Intuit in both QuickBooks Online and QuickBooks Payroll. I have years of experience keeping the books for my own businesses. I also have experience with profit maximization for a corporation. I am detail-oriented and a hard worker. Let me organize and streamline your books to help make the most profit you can!Accounting basics
QuickBooks OnlineAccounts Receivable ManagementAccounting BasicsAccounts Payable ManagementBookkeepingPayroll AccountingBalance SheetBank ReconciliationAccounts ReceivableAccount ReconciliationIntuit QuickBooks - $40 hourly
- 5.0/5
- (10 jobs)
I am a New York accountant with five years of manufacturing accounting experience focusing on sales tax and analytics. I have worked myself up the ladder from Junior Account working towards my bachelor's degree to an Accounting Manager, with a team of two under me in just under three years. I aspire to become better than the person I was yesterday, building a thriving business under me. I enjoy the challenge of clean-up and catch-up on work on a set of books to help clients manage their financials. I can assist in project work, like item costings, or essential ongoing support like monthly bookkeeping. I also have a vast knowledge of sales tax due to economic nexus across multiple states. What motivates me? Relieving the stress accounting brings to small businesses. I am passionate about small businesses and how they give back to their local communities. Small businesses indeed are the heart of our communities. I want your business to be a tool for your creativity and fund anything you want out of life.Accounting basics
AnalyticsSales TaxAccounts Payable ManagementQuickBooks OnlineAccounting BasicsAccounts ReceivablePayroll AccountingAccount ReconciliationBookkeepingMicrosoft ExcelAccounts PayableIntuit QuickBooks - $55 hourly
- 5.0/5
- (8 jobs)
Let me focus on the books, so you can focus on the business. I am a Certified Bookkeeper with over 15 years of accounting experience across various industries. My attention to detail, exceptional organizational skills, cross-departmental collaboration, and ability to prioritize tasks for maximum efficiency have been valuable assets to the companies that I work with. My background includes: Complex clean ups and retroactive bookkeeping Managing books for parent company and multiple entities Preparing periodic financial statements, cash flow, and budgets Reconciliations & month-end and year-end close Full cycle AP and AR Streamlining bookkeeping processes New account set-up and monthly maintenance Payroll processing including tax registration and filing Sales tax registration and filing Prepping for your CPA & 1099s Specialties: 🚀 Agencies & Firms 🛍 E-commerce & Retail 🌱 Start-Up’s Proficient in QuickBooks (Enterprise, Pro, Online), Xero, Oracle, Great Plains, Fathom, Zapier, ADP, Paychex, Gusto, Excel, Bill.com, Melio, Settle, Dubsado, Expensify, Square, Stripe, Shopify, PayPal, Braintree, ChargeBee, Slack, Teams, Asana, Monday.com, and more. My educational background is constantly evolving to ensure that I'm up to date with the latest industry and technological advancements. My goal is to enable my clients to focus their valuable time, creative energy, and resources on creating new growth and revenue sources. Whether you're struggling to catch up, seeking help with monthly processing, or looking for a QuickBooks consultation, I'm here to help. Don't hesitate to send me a message.🌟Accounting basics
XeroZapierGustoBudgeting & Forecasting SoftwareAccounting BasicsBookkeepingGeneral LedgerIntuit QuickBooksPayroll AccountingBalance SheetBank ReconciliationAccount ReconciliationAccounts PayableAccounts Receivable - $50 hourly
- 5.0/5
- (2 jobs)
QuickBooks Online Certified ProAdvisor providing bookkeeping, payroll and HR services to help small business owners organize their finances, save time + money, and run their operations more efficiently. ~ over 10 years of experience working alongside small business owners across various industries from construction to SaaS, supporting their business's operational, bookkeeping and HR needs. ~ Quickbooks Online Certified Pro Advisor. ~ BBA degree with focus on Human Resources Management. ~ experienced with bank reconciliations, monthly reporting, Accounts Receivable and Accounts Payable, job costing and profitability reports. ~ experienced with payroll processing and employee benefit administration. ~ experienced in the construction business and its unique challenges when it comes to operations and bookkeeping. ~ passionate about helping people and supporting small businesses. Let's get in touch, go over your unique business needs and decide how I can help lessen the burden!Accounting basics
Accounts Payable ManagementQuickBooks OnlineAdministrative SupportAccounts ReceivableBookkeepingBank ReconciliationAccounting BasicsBalance SheetIntuit QuickBooks - $40 hourly
- 5.0/5
- (8 jobs)
I'm a PwC accountant who's proficient with Alteryx and I am passionate about creating efficient solutions for manual work, particularly in Excel. - 90 wpm - Excel and Alteryx proficiency - notable teamwork and communication skills - experience at PwC, Deloitte Mexico, and Kumon I am looking for project-based work.Accounting basics
Alteryx, Inc.Accounting BasicsTableauTypingMicrosoft ExcelData Entry - $80 hourly
- 5.0/5
- (2 jobs)
Multi-talented and introverted individual who has been through various industries ranging from restaurant, retail, personal development, manufacturing, clerical, and accounting. Now a business owner & bookkeeper for Weld Street Bookkeeping, LLC, looking to offer 100% remote bookkeeping services to US-based small business clients. Services include weekly categorization of transactions, prior period clean-ups, accounts payable, accounts receivable, payroll, monthly reporting, financial statements, and QuickBooks Online training. My preferred clients are: - Small service-based businesses with less than 10 employees or you work on your own - They use QuickBooks Online now or are willing to switch to it - They have a CPA or tax professional they consult with or are willing to be referred to one What I can do for clients: - Tedious bookkeeping catch-up/clean-ups from prior periods - Precision ongoing bookkeeping services, such as categorizing income and expenses, reconciliations, financial reporting - Accounts payable, accounts receivable, payroll - Coordinate with the CPA or tax professional of the client's choice or refer one if the client doesn't have one available My qualifications: - Graduated from St. John Fisher with a B.S. in Accounting - Certified QuickBooks ProAdvisor - Have over 10 years experience in the accounting field, having worked in Bookkeeping, Accounts Payable, Accounts Receivable, Payroll, and as a staff Accountant - My superpower is puzzling and organizing a client's books so that the business owner can focus on more important things, such as managing the business and taking time for themselves instead of managing their books. - I'm known as the person that likes to streamline processes - I'm Excel savvy What I won't do: - TaxesAccounting basics
Financial ReportInvoicingFinancial ReportingIntuit QuickBooksClerical SkillsQuickBooks OnlineAccountingMicrosoft OfficeMicrosoft ExcelAccounts ReceivableAccounts PayableAccounting BasicsData EntryBookkeeping - $35 hourly
- 5.0/5
- (3 jobs)
I am an strong and motivated finance professional. My strengths lie in administrative function, budgeting, advising on finances, and other financial aspects.Accounting basics
BookkeepingMicrosoft OfficeMicrosoft AccessCustomer ServiceFinance & AccountingBudget ProposalManagement AccountingAccounting BasicsBudgetAdministrateBusiness ManagementResource AllocationFinanceFinancial ReportInvoicing - $35 hourly
- 5.0/5
- (1 job)
Personal Profile Highly motivated individual with demonstrated abilities in adapting to new skills. Detail-oriented with organizational skills leading to a solid methodology in completing tasks. Effective communication at all levels, strong analytical skills, and goal oriented. Utilizing a teamwork philosophy and over 8 years of experience in medical billing a clear path for career achievement is mapped for success.Accounting basics
Medical Billing & CodingResume WritingEpic Systems Medical SoftwareMicrosoft OfficeAccounting BasicsInvoicingAdministrateAccountingBusinessMedical Records SoftwareAccounts ReceivableKronos Workforce Management - $100 hourly
- 5.0/5
- (1 job)
Accomplished, results-driven, and repeatedly recognized leader with 20+ years of experience in leading end-to-end HR, project, administration, instruction/coaching, and business management operations driving success and growth. Instrumental in employee retention/training with remarkable experience in searching best match for the organization. Skilled in improving employee retention rates, supporting organization development, implementing HR policies, and counseling employees. Excel at administering all employee benefit programs, refining employee standards, introducing new recruitment approaches, and implementing talent management processes. Exceptional talent for Investigating, addressing, and resolving sensitive issues, inquiries, and complaints from both internal and external sources. Deft at monitoring and analyzing market trends to identify market requirements for current and future projects. ● Success in identifying problem areas and guiding staff in the collaborative implementation of corrective actions. ● Skilled in design and execution of successful operational processes, programs, and service solutions for top-tiers. ● Exceptional ability to positively impact bottom-line results by gaining decision makers’ trust and delivering against challenging goals by leveraging distribution channels. ● Expert communicator; capable of liaising across various organizational levels and fostering relationships with several internal teams and stakeholders to better align the organization to strategically achieve the established goal.Accounting basics
Workshop FacilitationAccounting BasicsMotivational SpeakingAdministrateBusinessPublic SpeakingBusiness DevelopmentMicrosoft OfficeTravelBusiness ManagementManagement SkillsContinuous ImprovementCoachingProcess Improvement - $40 hourly
- 5.0/5
- (9 jobs)
I’m an accountant with lots of experience building excel workbooks for analytics, amortization, and depreciation. I am a talented writer and can help create accounting reports or other general excel projects. I am a virtual assistant who is extremely detail orientated and organized. I strive to produce fantastic work in everything I do. I can assist in a multitude of ways, my background is accounting but I am a people person who is easy to work with and who always aims for efficiency.Accounting basics
Photo SlideshowSlideshow VideoVideo EditingEmailResume DesignBookkeepingData EntryExcel FormulaWritingAnalyticsAccounting BasicsFinancial ReportMicrosoft Excel - $100 hourly
- 5.0/5
- (2 jobs)
I am a finance professional experienced in financial modeling, data analysis, accounting, and more for any type of projects you are working on. Whether you are trying to accomplish a school assignment or client presentation for your business, I am happy to help with any of your Excel projects and more!Accounting basics
Data CleaningFinancial AnalysisSQLExcel FormulaMicrosoft ExcelAudio TranscriptionData AnalyticsAccounting BasicsFinancial PlanningCoachingBookkeepingAccountingInformation AnalysisData AnalysisAnalytical Presentation - $90 hourly
- 5.0/5
- (42 jobs)
• QuickBooks Expert Accountant with 20+ years hands on experience. • Worked & consulted with companies funded by leading VC investors. • Accounting Catch up and Backlog Specialist in QuickBooks QBO. • Align books to Accounting and QuickBooks best practices. • Controller, Advisor, Consultant in QuickBooks Online • Proven Capability to Conceptualize & execute Bookkeeping and Accounting Systems in QuickBooks. • Experience with QuickBooks Online, Desktop & Mac. • QuickBooks Online Advanced Certified ProAdvisor (Highest Obtainable Certification Level). • Bachelors in Accounting & Auditing. • QuickBooks and only QuickBooks. No other platform. • Bring a Can-Do attitude to every project. • Professional & Pleasant with great communication skills. • Proficient in using advanced technology to remotely deliver on Quickbooks projects. Services Offered: • Accounting Mess Cleanup Expert in QuickBooks Online. • Clean up inaccurate cost of goods sold (COGS) in E-Commerce businesses. • One time Setup & Customize Your QuickBooks to your business model. • High Quality QuickBooks Coaching One to One with actionable tips and tricks. • Paperless Office Workflows & Systems using QuickBooks. • Multiple Entities Accounting using QuickBooks. • GAAP Systems using QuickBooks. • Monthly Closing Systems in QuickBooks. • Automating A/R Collections and streamlining A/P payables. • Revenue Recognition for SaaS, Membership and Subscription companies. • Accurate financial profit and loss reporting for E-Commerce businesses. • Meaningful Reporting for VCs, Investors and Stakeholders. **Rate in the profile is for remote bookkeeping. Private one to one coaching and one time QuickBooks set up will have different rates or flat fees. The complexity of the job determines the fee** Hiren has worked with companies & entrepreneurs, thru startup, growth, turnaround, consolidation, management change & exit stages. He has helped entrepreneurs focus their efforts on the systems of the business using QuickBooks. Being a business owner, Hiren brings an entrepreneurial can do attitude to your projects. Hiren is deeply inspired by the book E-Myth by Michael Gerber for entrepreneurs. Bringing a deep and rich experience in systems, processes and workflows leveraging the QuickBooks Online platform to match your business model. He can conceptualize, implement and administer those systems to handle growth, maximize cash velocity, optimize resources, maintain internal control and deliver accurate reporting for investors and stakeholders. Hiren has over 2 decades of experience working in the SaaS, luxury travel, artisanal retail, e-commerce, fashion, merchandise imports, advertising and digital marketing agencies, fashion, real estate investors, with company sizes ranging from startups to 20MM in annual revenue. Hiren has worked on startup companies from pre-revenue to post acquisition stages with highly visible VCs like, Canaan Partners, Battery Ventures, Forerunner Partners, Lerer Ventures and many more. Hiren leverages the power of Upwork to extensively use virtual assistants in his work. Hiren lives in NYC with his family. Hiren practices meditation and yoga on a daily basis to alleviate the stress from work.Accounting basics
Data CleaningQuickBooks OnlineBalance SheetAccounts PayableFinancial AccountingBank ReconciliationIntuit QuickBooksAccountingAccount ReconciliationPayroll AccountingAccounting BasicsEcommerceAccounts ReceivableBookkeepingFinance & Accounting - $100 hourly
- 5.0/5
- (12 jobs)
Accounting professional with 10 years of corporate accounting experience. I have experience in day to day accounting, financial statements, and new internal software implementation.Accounting basics
BookkeepingAccounting BasicsBill.com Accounts PayableAccounts Receivable ManagementBill.com Accounts ReceivableSaaSFinancial AccountingMicrosoft Excel - $111 hourly
- 5.0/5
- (12 jobs)
***Space for 1 Bookeeping Client only - either catch up for 2024 or ongoing maintaining books & records.*** I am a CPA with nearly 20 years of experience in NYC. I started at one of the Big Four Accounting Firms as an auditor in the financial services sector. I spent 6 years at a publicly traded REIT on their corporate accounting team. I spent over 3 years at private equity firm as the manager and controller of their single family home portfolio. For the past 8 years, I consultant with private health & wellness entities, retail, real estate, and hospitality businesses in NYC & across the US. With extensive experience in bookkeeping, I have successfully navigated the complexities of transitioning between various accounting software platforms, ensuring smooth and efficient changes for businesses. My expertise spans cash management, human resources, and compliance, allowing me to maintain accurate financial records while ensuring adherence to regulatory standards. (In light of recent news, I welcome former Bench customers, to assist them through the process of adapting to QuickBooks Online with ease. Whether it's troubleshooting, system integration, or training, I am committed to delivering personalized support to ensure a hassle-free transition and continued financial success.) Throughout my career, my projects have progressed both in complexity and quantity. To characterize my accounting projects, they are accurate, well-researched, reliable, timely, and well documented. They demanded close attention to detail and a progressively broader view of the company’s work. Most of my projects are senior-level work, executed to completion, generally without close supervision. My work is trusted within the company and by its auditors. I take pride in seeing projects through from beginning to end. I aim to automate manual tasks to encourage efficiency. I spent time at many of my positions implementing, documenting, and improving policies and procedures, and internal controls. I work well on my own and with others. I have experience managing teams in house and remotely (across the US - this included travel from time to time). I am flexible with respect to working hours. I work diligently with the agreed upon timeline. Deadlines are highly respected by me and I will review the content of the project as many times as it takes for it to exceed your expectations!Accounting basics
BookkeepingIntuit Proconnect TaxAccounting BasicsFinancial AnalysisAccounting Principles & PracticesPersonal BudgetingFinancial StatementFinancial ReportIntuit QuickBooksAccount ReconciliationBank Reconciliation - $32 hourly
- 5.0/5
- (1 job)
I offer innovative, data-driven solutions to your financial, regulatory compliance, or data analysis needs. I have 10+ years of experience in banking and financial services, but my skills in data analysis, regulatory compliance, project management, vendor management and executive summary writing and presentations make me a Jack-of-all-trades for your business needs. I am self-taught in a handful of data reporting and accounting software applications, as well as any of the advanced Microsoft Excel tools.Accounting basics
Data AnalysisAccounting BasicsMicrosoft Excel PowerPivotVendor Management SystemRegulatory ComplianceVendor ManagementComplianceOracle Hyperion PlanningCompliance TestingFinancial Analysis - $40 hourly
- 0.0/5
- (2 jobs)
Executive-level administrative professional with over 15 years’ experience managing business relations and special projects at a senior level. Serve as a primary point of contact for a liaison between management, personnel, clients and vendors. Maintain excellent written and oral communication skills, problem resolution abilities complimented with a high level of confidentialityAccounting basics
SchedulingMicrosoft WindowsiOSAdobe AcrobatAccounting BasicsOffice AdministrationAdministrative SupportLawpayPayroll AccountingIntuit QuickBooksAccount ReconciliationInvoicingMicrosoft OfficeData Entry - $25 hourly
- 5.0/5
- (5 jobs)
My years in public accounting have played a profound role in my knowledge of Taxation and accounting. I have prepared hundreds of Yearly books and corporate returns and several hundred individual tax returns. My goal as a tax accountant is not only to prepare your tax return but to provide advisory services based on your income and financial circumstances to find the best strategy in saving money and reducing taxes. However, I will never break ethical guidelines and never assist in tax evasion. I am also an expert on Microsoft excel. I can prepare worksheets for you or your business to make data entry more straightforward and analysis of your information easier to digest. My knowledge of excel has led to the completion of unique workbooks, whether to keep track of time, use SUMIFs to keep track of inventory, or keep a close look at your stock portfolio. Being new to Upwork, I am offering my services at a competitive rate for the time being.Accounting basics
Tax StrategyTax Planning & AdvisoryBookkeepingAccounting BasicsTax LawIntuit QuickBooksTax PreparationMicrosoft ExcelBank Reconciliation Want to browse more freelancers?
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