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4.8/5
based on 2,263 client reviews
  • $16 hourly
    • 4.7/5
    • (243 jobs)
    I'm a qualified and professional accountant/bookkeeper and having eight years of experience in this field. I want to work with a dedicated team that helps me solve problems quickly. I'm reliable, detail-oriented & friendly. Services provided to my clients: 1. Prepare a chart of accounts 2. Create products and services 3. Categorize transactions accurately 4. Bank, Credit card reconciliation 5. Invoices handling 6. Vendor bills handling 7. A/R & A/P management 8. Payroll management 9. Inventory management online & offline 10. Tax preparation 11. Return Filing 12. Producing reports, e.g., profit & loss, balance sheet, cash flow, etc. 13. Journal entries if needed 14. Year-end accounting 15. Coordinate with CPA at the time of return filing 16. Multitasking 17. Discuss any issues & resolve at the same time 18. Discuss the business health and advise if necessary 19. Weak area point out where we need to improve 20. 95% availability 21. Data Migration from Quickbooks to Zoho Books, Zoho books to Wave, Wave to Zoho books, Xero to Quickbooks online etc. Strong understanding of basic accounting principles. I work simple and easy to understandable & very familiar with Quickbooks, Xero, Wave, and Zoho. Strong ability to work independently. I'm excellent when setting up a business in QuickBooks or any one of the accounting software. Thank You! Suman
    Featured Skill Accounting principles and practices
    Accounts Receivable Management
    Accounts Payable Management
    Administrative Support
    Data Entry
    Wave Accounting
    Bookkeeping
    Xero
    Accounting Principles & Practices
    Intuit QuickBooks
    Bank Reconciliation
    Zoho Books
    Tax Preparation
  • $100 hourly
    • 5.0/5
    • (239 jobs)
    I was born and raised in Ibiza, Spain. I have 20+ years of experience in tax consultancy, accountancy, and tax filing, providing tax and accounting services to individuals and small businesses based in Spain. I offer individualized, attentive care to each client while maintaining a close and personal relationship. I am proud of my 'Top Rated Plus' status on Upwork and look forward to maintaining my 100% job success. These are some of the tasks I do regularly: — Quarterly and yearly tax returns: VAT, withholding taxes, part payments, intracommunity operations. — Income tax returns, corporate tax, wealth tax, Modelo 720, Modelo 210. — Full assistance to register as self-employed in Spain: Tax authorities, social security, digital certificate, etc. — Personal/Company taxes in Spain: analysis and forecast. — General and specific advice about taxes and procedures. — Help to register your SL company in Spain. — Balances, annual accounts. — Bank reconciliation. — I am familiar with several platforms and accounting software: Holded, Sage, A3 Wolters Kluwer, Quickbooks, Quipu, Receipt Bank, Cuentica, Factura Directa, Contasol, Nomo. Are you looking for quality and cost-effective services? Feel free to reach out to me!
    Featured Skill Accounting principles and practices
    Tax Law
    English
    Bookkeeping
    Corporate Tax
    Value-Added Tax
    Certified Tax Preparer
    Accounting Principles & Practices
    Tax Preparation
    Bank Reconciliation
    Tax Return
    Microsoft Excel
    Financial Accounting
    Accounting
    Numeric Fluency
  • $25 hourly
    • 5.0/5
    • (7 jobs)
    I am a highly skilled and well-rounded Certified Public Accountant (CPA) with a strong academic background, including a Cum Laude honor in college and a Master’s degree in Business Administration. With over a decade of hands-on experience in auditing, accounting, financial management, and analysis, I have developed a proven track record of delivering high-impact results that drive operational, strategic, and financial success for my clients. As a dependable professional with strong work ethics and interpersonal skills, I excel in helping clients achieve their objectives and enhance business processes. My expertise has led to the identification and resolution of operational bottlenecks and improvements in financial reporting accuracy. My career includes over ten years of experience as a government external auditor for the Philippines’ Supreme Audit Institution, as well as numerous short-term engagements providing financial management and analysis services. These roles have enabled me to assist clients in making informed business and investment decisions. You can trust in my technical competence and dedication to achieving your goals, particularly in the areas of auditing, accounting, financial reporting, management, and analysis. Additionally, I have built positive working relationships with clients over the years, demonstrating my ability to foster a cooperative and respectful partnership with both clients and stakeholders. I take pride in my integrity, honesty, and loyalty, always maintaining the highest standards of professionalism. As a true professional, I strictly adhere to all relevant laws, regulations, and policies, including Upwork's terms and conditions and clients' protocols. I am highly capable of working independently, following instructions, and delivering results with minimal supervision. Let’s collaborate and achieve great success together. Respectfully, Jb
    Featured Skill Accounting principles and practices
    Accounting Principles & Practices
    Financial Modeling
    Forecasting
    Xero
    Business Analysis
    Financial Analysis
    Financial Reporting
    CPA
    Financial Statement
    Financial Projection
    Intuit QuickBooks
    Microsoft Excel
    GAAP
    Finance & Accounting
    Bank Reconciliation
  • $100 hourly
    • 5.0/5
    • (64 jobs)
    I am a full-time freelancer and I love to help clients make data-driven decisions for their businesses. I previously worked in management consulting and have an an MBA in finance and an MS in data analytics. My strengths are in financial analysis, financial modeling & forecasting, other Excel or Google Sheets-based reporting/forecasting and modeling, and data visualization in Power BI, Google Data Studio, Tableau, or Excel/Google Sheets. If you have ever thought something like the following, I'd love to help you! "I wish I knew which products I should invest in and which ones I should cut" "I wish this data set could tell me _________" "I wish I had a better understanding of my cash outlook" "I wish I had a better BI dashboard to share with my team" "I wish this Excel model made me cry less" As a consultant I know the importance of being highly dedicated to client satisfaction, as you can see from my currently perfect 5.0 star review average and 100% Job Success Rate!
    Featured Skill Accounting principles and practices
    Microsoft PowerPoint
    Accounting Principles & Practices
    Microsoft Power BI Development
    Financial Modeling
    Data Analysis
    Relational Database
    Microsoft Power BI Data Visualization
    Data Visualization
    R
    Microsoft Excel
    Google Sheets
    Microsoft Power BI
    Financial Analysis
    Looker Studio
  • $15 hourly
    • 4.3/5
    • (91 jobs)
    I am a QuickBooks Expert (Certified Pro Advisor Advanced), Chartered Accountant ( US equivalent CPA ), senior level full charge bookkeeper, and part time fractional CFO having more than 9+ years of experience. - Accounting and Bookkeeping, - Fractional CFO services. 🔸 Full Charge Bookkeeping Services. (Bank, Credit Card, and Payment Gateway reconciliations, Framing Chart of accounts, Class/Location/Job/Project Tracking, Month-end journals, and preparing of financials) 🔸 Setup, Cleanup, and Catchup your Bookkeeping. 🔸 Accounts Payable and Receivables Management. 🔸 Financial Reporting and Management reports (including tracking KPIs, Profitability, and Trend analysis). 🔸 Preparing Projections, Budgets, and variance analysis. 🔸 Inventory Management / Planning, Cash Flow projection & Management. 🔸 Liaison with your CPA for Tax return finalization 🔸 1099 Preparation. 🔹E-Commerce accounting for Amazon, Shopify, WooCommerce, etc. 🔹 Reconciliations of Amazon Settlements reports and Shopify payments with books of accounts and integrating with A2X and other software. 🔹 Inventory Planning and Projections 🔹 Landed Cost of Products (Drop shipping and Imports) & Profitability and Pricing Analysis. 🔸 Worked with Short term rental businesses involving Investment Property, Co-Host Property, and Trust accounting. 🔸 Classifications and reconciliations of the amount received from VRBO and Airbnb etc. 🔸 Property-wise Profitability analysis 🔸 Interpreting 1099-K received from VRBO and Airbnb. FRACTIONAL CFO SERVICES - Cash Flow Management, forecasting and budgets - Generating customized, valuable, financial reports for better transparency - Landed Costs Inventory - Deferred income and revenue recognition. - Cash or accrual basis accounting platforms. Some of the industries I help: * Professional Services (beauty salons, nail salons, eye lash salons, consultants) * Real Estate * Construction * Marketing, Advertising * Retail/Wholesale * Consulting * Veterinary * Manufacturing
    Featured Skill Accounting principles and practices
    QuickBooks Online
    Financial Accounting
    Xero
    Accounting Principles & Practices
    Financial Statement
    Accounting Software
    Bank Reconciliation
    Bookkeeping
    Accounts Receivable
    Microsoft Excel
    Accounts Payable
    Intuit QuickBooks
  • $55 hourly
    • 4.9/5
    • (332 jobs)
    I have over 24 years providing Bookkeeping, Accounting and Tax services in Canada. The main services I provide are full bookkeeping, payroll, personal and corporate tax preparation and tax and accounting consultation. As well as financial models and projections using Excel I am also well versed in filing SRED documents for corporate taxes and can help file or consult with these returns. I prepare corporate T2 tax returns and personal T1 tax returns using professional tax software and e-filing. I am Advanced Certified in Quickbooks Online and provide services using Quickbooks, Wave, Xero, Dext and Hubdoc. Advanced Excel using pivot tables, filtering and macro development
    Featured Skill Accounting principles and practices
    Financial Reporting
    Accounting Principles & Practices
    Tax Preparation Software
    Certified Tax Preparer
    Corporate Tax
    Bookkeeping
    Sage 50cloud
    Balance Sheet
    Intuit QuickBooks
    Budget Management
    Tax Return
    Tax Preparation
  • $175 hourly
    • 5.0/5
    • (25 jobs)
    I started Ghost Pepper Consulting, LLC (GPC) in 2022 to follow my passion to research, learn, and assist companies with the application of accounting principles. Prior to starting GPC, I spent six years in public accounting, where I was part of the National Office and specialized in lease accounting as well as accounting for complex debt and equity financing transactions. My industry experience includes working with companies in the consumer products, healthcare, airline, agriculture, non-profit, governmental, and technology sectors. In addition to National Office work, I provided audit and consulting services. Part of these services included assisting management with understanding and implementing effective internal controls. Over my career, I have co-written several comment letters to the FASB as well as co-published several articles on accounting for leases under the new standard (ASC 842). I also design and provide trainings on accounting standards and practices. Outside of accounting research and training, I assist small to mid-size business owners with accounting reconciliations, month-end processes, development of internal controls, and financial modeling and forecasting through Microsoft Excel.
    Featured Skill Accounting principles and practices
    Budget
    Cash Flow Statement
    Financial Statement
    Internal Auditing
    Finance
    Accounting Principles & Practices
    Finance & Accounting
    Balance Sheet
    Financial Audit
    Technical Accounting
    Accounting
    Intuit QuickBooks
    Microsoft Excel
    Internal Control
    GAAP
  • $200 hourly
    • 5.0/5
    • (550 jobs)
    I primarily provide business, nonprofit, accounting and tax consulting services. I am an IRS Enrolled Agent, allowing me to represent taxpayers before the IRS in all 50 states. I have over 10 years of experience preparing individual, business and non-profit tax returns. I also have significant experience advising nonprofits with formation, taxation and governance matters. I am a summa cum laude graduate of the Indiana University School of Law. MBA graduate of Ball State University. Harvard Business School CORe graduate. I have experience working as an attorney in the business services department of a large, international law firm. Terms of Engagement: I do not offer legal services through UpWork. No engagement through this site shall constitute or be construed to represent an attorney/client relationship. All engagements are with Jones Consulting Services, LLC, an Indiana Limited Liability Company. By engaging the services of Jones Consulting Services, you agree that any suit, claim or dispute arising out of or in connection with this engagement must be brought in Marion County, Indiana, and you consent to the jurisdiction of such courts and irrevocably waive, to the fullest extent permitted by law, any objection which you may now or hereafter have to the laying of the venue in such jurisdiction. Any engagement shall be governed by and construed in accordance with the laws of the State of Indiana. You agree that to the fullest extent permitted by law, and notwithstanding any other provisions to the contrary, to limit the total liability of Jones Consulting Services, LLC for any and all losses, expenses, damages of any nature whatsoever or claim expenses arising out this engagement, from any cause or causes, so that the total aggregate liability of Jones Consulting Services, LLC shall not exceed the total compensation received by Jones Consulting Services, LLC under this engagement or $500, whichever is less. Such claims and causes include, but are not limited to, strict liability, negligence, professional errors or omissions, breach of contract or breach of warranty. This clause applies to all directors, officers, owners, members, employees, and agents of Jones Consulting Services.
    Featured Skill Accounting principles and practices
    Nonprofit Organization
    Legal Writing
    IRS Income Tax Audits
    Corporate Law
    Estate Planning
    Legal Research
    Tax Law
    Contract Management
    Contract Law
    Legal Consulting
    Contract Drafting
  • $78 hourly
    • 5.0/5
    • (6 jobs)
    Hello, this is Mark Shi from Hong Kong. I developed my 15+ year career in finance, with two tracks, one in portfolio management and one in VC investments. For portfolio management, I worked as CIO and director for hedge funds, with experiences managing 1Bn+ portfolio from 2016 to 2020. For VC investments, I served as CFO / finance consultants for startup companies which are VC investments. My professional capabilities in finance include financial analysis, financial modeling, business research, strategic planning, fundraising, investor relation, internal/management reporting, as well as portfolio management. With both Japanese and Chinese language skills, I can execute jobs into these two markets with great familiarity.
    Featured Skill Accounting principles and practices
    Investment Research
    Equity Research
  • $120 hourly
    • 4.7/5
    • (64 jobs)
    Type of services: . Tax return preparations and review - Individual, Corporation, Partnership, LLC, Trust and Non-Profit Organization, International Taxation(Expats, CFC, US Corp with Fn Shareholders) . Accounting & Bookkeeping Review Services . Tax Notice Resolution and Tax Planning . Consultation on QuickBook Desk and QuickBook Online. - 20+ years of experience in private industry and public accounting firm combined.
    Featured Skill Accounting principles and practices
    Intuit Lacerte Tax
    Intuit QuickBooks
  • $15 hourly
    • 4.3/5
    • (153 jobs)
    Get Your Small Business's Financials in Order with My Expert Bookkeeping and Accounting Services. I am an MBA in Finance and Accounts and have 15+ years of bookkeeping and accounting experience. I am a QuickBooks and Xero ProAdvisor. I have completed over 1000 bookkeeping projects on Upwork and other freelancing platforms worldwide. Assure you as per GAAP and IFRS standard financial statements for tax filing on a weekly, monthly, and yearly basis. Our services include, but are not limited to: ✔ Set up Catch up and Clean up of new companies in Quickbooks, Xero, and Wave ✔ Weekly, Monthly, and Yearly Bookkeeping and Accounting for small business ✔ Bank & Credit Card, PayPal account reconciliations ✔ Monthly Financial Statements such as Profit & Loss Balance Sheet and Cash Flows ✔Any Balance Sheet account reconciliations (checking, savings, credit cards, loans) ✔ Receipt management (via QBO receipts, Hubdoc, Receipt Bank, or any other software) ✔ Accounts Receivable and Payable Management ✔ Data entry from PDF to Excel, Quickbooks, Xero, Wave, ✔ Projected Financial Statements Financial analysis, forecasting, admin support If you're a small business owner and need help with your accounting and bookkeeping, I can help. I offer a wide range of services, from basic accounting to more complex tasks that will make your life easier. Contact me today!
    Featured Skill Accounting principles and practices
    Xero
    Bookkeeping
    Data Entry
    Accounts Payable Management
    Inventory Management
    Invoicing
    Bank Reconciliation
    Income Statement
    Microsoft Excel
    Balance Sheet
    Zoho Books
    Intuit QuickBooks
  • $110 hourly
    • 5.0/5
    • (12 jobs)
    I currently hold the position of Financial Analyst at Keck Medicine of USC, where I adeptly oversee a substantial $20 million operations budget. My expertise lies in the strategic management of finances, encompassing tasks such as generating comprehensive monthly reports, conducting meticulous variance analyses, ensuring accurate bookkeeping, and delivering a spectrum of internal accounting services. Beyond these responsibilities, I take pride in my ability to enhance overall business efficiency. My proficiency extends to the identification and resolution of complex problems, enabling me to create innovative solutions that optimize the management and analysis of business data. This commitment positions me as an invaluable asset in facilitating sound business decisions through insightful financial analysis.
    Featured Skill Accounting principles and practices
    Tagalog
    English
    Financial Analysis
    Financial Modeling
    Financial Planning
    Financial Model
    Visual Basic for Applications
    Microsoft Office
    Workday
    Cognos
    Adobe Creative Suite
    Financial Projection
    Financial Report
    Intuit QuickBooks
    SAP
  • $25 hourly
    • 4.9/5
    • (44 jobs)
    An Intermediate Chartered Accountant A Certified QuickBooks Pro Advisor More than a decade of professional experience. Experts in Real Estate/Property Accounting Ready to enter the ECommerce Accounting platform at negotiated rates Recent Accounting Experience - (US GAAP) - Yardi Breeze & Buildium - company set up from scratch; listing of the - owners, properties, tenants and vendors; preparing Chart of Accounts; bank reconciliation; journal entries; month end reporting; keeping a track of AP & AR - Yardi Voyager - In direct work of/with Controllers- for preparing month end closing packages, quarterly financials, yearly financials, balance sheet reconciliation, Beal Bank Reports, bank reconciliation, Invoice GL coding & review, CPA reporting requirements - Quickbooks - set up of company details, preparing Chart of Accounts, invoice recording, accounting and bookkeeping activities, fetching reports as required, purging data if required. - Dynamics Business Central - Bank Reconciliations, AP & AR management, Inventory Management, Chart of Accounts set up, Monthly Reports - Rent Manager & MRI Softwares - Work related to AP & Bank Reconciliations & extracting Month End Reports. - Tally ERP - for Indian Accounting and Auditing needs, undertaking various quarterly financials, yearly reports, income tax filing. Also an expert in Indian GST Accounting & Return filing. Work strengths include - Financial Analysis - Budgeting & Forecasting - Accounting & book keeping knowledge - Auditing - Software grasping skills - Reconciliation Accounting - Good Communication Skills - Presentation skills
    Featured Skill Accounting principles and practices
    Accounting Principles & Practices
    Breeze
    Financial Analysis
    Account Management
    Yardi Software
    Intuit QuickBooks
    Bookkeeping
    Budget Management
    Accounting Basics
    Accounts Receivable
    Accounts Payable
    Microsoft Excel
    Accounting Software
    Bank Reconciliation
  • $15 hourly
    • 4.9/5
    • (203 jobs)
    🏆 Certified Quickbooks Pro Advisor ☑️ 10+ years of bookkeeping experience ☑️ Top Rated Freelancer ☑️ Served 150+ cleints on Upwork Looking for a highly skilled Bookkeeper with expertise in Quickbooks & Xero? I am here! As a Quickbooks & Xero Certified Bookkeeper, I can help you with bank reconciliation, transactions data entry, Accounts payable, accounts Receivables, Balance sheet and income statement. I offer Quickbooks & Xero Bookkeeping services to Small & medium sized businesses, ECommerce & Self-employed professionals. With my bookkeeping services you will never have to worry about your bookkeeping again 🙂 I have more than 10 years of bookkeeping experience with mostly small to mid size companies. I am certified Quickbooks pro advisor and Xero certified partner. This working experience includes as a Virtual Bookkeeper for more than 8 years for small and medium businesses in various industry. Providing bookkeeping services, I will help you see patterns and, if necessary, make comparisons with previous years of work. I am the person to share your burden of Finances/Bookkeeping and let you focus on bringing more business in! - WHY CHOOSE ME OVER OTHER BOOKKEEPERS? ▪︎Client Reviews: I give quality services to my clients to earn their trust. The clients reviews and feedback on my profile are very important to me. ▪︎ Experienced Bookkeeper and Accountant: I am professional bookkeeper with 10 years of bookkeeping experience. Quickbooks Chart of accounts setup ▪︎Accounting Softwares: Quickbooks Pro, Quickbooks Online, Xero, wave, Quicken, Peachtree and some internal company accounting softwares. ▪︎Other Software: Asaana, Slack, Skype, A2x, Bill.com, Hubdoc, Dexit, Amazon, Shopify, Etsy, walmart ▪︎ ECommerce Accounting : Specialized in Accounting for eCommerce businesses ▪︎ Quickbooks Payroll : Hand-on experience on Quickbooks payroll and TSheets. ▪︎ Xero Payroll Expert : Xero Payroll Expert ▪︎Inventory Management : I know how to manage inventory for inventory based businesses ▪︎IFRS : Famaliar with IFRS Accounting standards If you value your time more than what you could pay someone else to do your bookkeeping, then it's time to hire a remote, part-time bookkeeper and let him take over data entry while doing what you do best-run your business. Please send me a message, and let us discuss more your needs!
    Featured Skill Accounting principles and practices
    Accounting Software
    Accounting Advisory
    Accounting Report
    Accounting Basics
    Light Bookkeeping
    Cash Flow Statement
    Bookkeeping
    Xero
    US Taxation
    Financial Management
    Accounting Principles & Practices
    QuickBooks Online
    Accounting
    Bank Reconciliation
    Financial Accounting
  • $150 hourly
    • 5.0/5
    • (30 jobs)
    Hello, Thank you for checking out my profile, Here's a little bit about me: I specialize in providing strategic tax solutions tailored to your unique financial needs. I offer comprehensive tax preparation and advisory services for a wide range of investment entities, including Special Purpose Vehicles (SPVs), hedge funds, real estate funds, and funds of funds. Whether your investments are domestic or international, I am here to provide strategic tax solutions. I also provide personalized tax services for individuals with different types of equity compensation. After graduating with a Bachelor of Science in Accounting from Brigham Young University in 2020, I explored opportunities outside of the traditional audit services offered by firms like EY where I interned. I worked with a private equity real estate firm, assisting with underwriting and financial analysis, before moving to a New York-based taxation focused CPA firm. To deepen my understanding of the investment industry, I studied for and passed the North American Securities Administrators Association (NASAA) Series 65 Uniform Investment Adviser Law Exam administered by FINRA, I later established Triumvirate Capital Tax, where I continue to provide strategic and personalized tax solutions. I'm here to assist you with all your tax needs. Feel free to get in touch. Best regards, Adam Caruso
    Featured Skill Accounting principles and practices
    Accounting Advisory
    International Taxation
    Intuit Proconnect Tax
    CPA
    Tax Accounting
    Corporate Tax
    Tax Strategy
    IRS Income Tax Audits
    Tax Planning & Advisory
    Accounting Principles & Practices
    Intuit QuickBooks
    Tax Return
    Tax Preparation
    Certified Tax Preparer
  • $150 hourly
    • 4.9/5
    • (143 jobs)
    CPA specializing in tax and accounting solutions for small businesses and high-net-worth individuals. Offering a one-stop shop for all your tax and accounting needs. • Annual Tax Preparation ✅ • Quarterly Tax Projections ✅ • Professional Bookkeeping & Accounting (QuickBooks) ✅ • Tax Planning ✅ • Retirement Planning ✅ My in-depth expertise is drawn from my days working alongside today’s notable hedge funds, private equity funds, law firms, and Fortune 500 companies. I bring distinctive advantages from working alongside the world’s most prestigious investment managers and servicing elite clients featured on the Forbes 400 Richest People in America list. *I respond to client requests ASAP*
    Featured Skill Accounting principles and practices
    Limited Liability Company
    QuickBooks Online
    CPA
    Tax Strategy
    Finance & Accounting
    International Taxation
    S-Corporation
    Tax Law
    Bookkeeping
    Tax Planning & Advisory
    Accounting Principles & Practices
    Tax Preparation
    Intuit QuickBooks
    Tax Preparation Software
    Certified Tax Preparer
  • $25 hourly
    • 4.9/5
    • (297 jobs)
    🔥 Expert Academic Writer | Data Analyst |Top rated Profile | Earned 90K plus ✅ Versatile Writing Expertise – Crafting compelling content across Marketing, Public Administration, Management, HR, Business, Accounting & Finance, and Mass Communication. 📊 SPSS & Data Analysis – Need help with survey questionnaires, statistical analysis, or data interpretation? I’ve got you covered! ✍️ Editing & Proofreading – Ensuring your work is polished, error-free, and impactful. 📜 100% Original Content – Every piece is Turnitin-checked to guarantee plagiarism-free writing. ⏳ Timely & Reliable – I respect deadlines and deliver quality work, always on time. 📩 Let’s Work Together! – Reach out for top-notch content, and you’ll never regret it. 🚀
    Featured Skill Accounting principles and practices
    Document Formatting
    Business Plan
    Survey Question Writing
    Data Analysis
    Finance & Accounting
    Thesis
    Literature Review
    Research Proposals
    Editing & Proofreading
    Hypothesis Testing
    Article Writing
    APA Formatting
    Qualitative Research
    Quantitative Analysis
    IBM SPSS
  • $95 hourly
    • 5.0/5
    • (29 jobs)
    I am a real estate investment and finance professional specializing in providing owners with data based and actionable recommendations. Core competencies are finance and accounting operations, investment underwriting and due diligence, asset management, strategic planning, capital raising, and operations analysis.
    Featured Skill Accounting principles and practices
    Finance & Accounting
    Business Analysis
    Business Plan
    Investment Research
    Financial Analysis
    Valuation
    Business Planning & Strategy
    Startup Consulting
    Startup Company
    Asset Management
    Underwriting
    Real Estate Financial Modeling
    Forecasting
    Financial Projection
    Cash Flow Analysis
  • $150 hourly
    • 5.0/5
    • (4 jobs)
    Over 10 years experience in preparing individual and business taxes, managing sales and use tax compliance for businesses of all sizes, implementing accounting systems, providing bookkeeping and payroll services, and sharing wealth of knowledge across many industries through business advisory. Chris provides value-added services and won't just rack up your billable hours – personalized service at an affordable price, your business partner for success! Starting a new business? I can help you select the tax structure and bookkeeping system, keeping you in compliance with federal and state laws and providing you the best start to minimize taxes and maximize profits! Hiring employees? Let's talk Payroll! Utilize my decade in retail management and wide network to implement payroll procedures, and develop customized HR policy and employee manuals. Looking to file your taxes? I can help! 10+ years of experience with Forms 1040, 1065, 1120, and 1120S. Schedule C sole proprietor? No problem! Involved in online selling or in multiple states? Sales Tax concerns? Allow me to assist you navigate the complex rules of multiple jurisdictions and ensure proper compliance and remittance. I have great options and resources for automation in this area! Getting Started: Typically, new clients start with a discovery session. I want to hear all about you! If we both agree we're a good fit, we begin an on-boarding process. This includes review of your past tax returns, income statements, and balance sheets. Plus, we will prioritize any compliance needs you are not up to date on. From there, we develop an on-going plan of monthly or quarterly reviews, with the possibility of more full-service, hands-on outsourced accounting services. Generally, the first 2-3 months will be billed on an hourly basis, after which you'll have the opportunity to switch to a fixed-fee package based on your business needs (many clients find this option more predictable, flexible, and adds value to their accounting and tax planning they never thought possible!). I have worked with 100s of businesses across many industries. There are industries I absolutely will not touch, however would be happy to refer you to someone capable within my network. Additionally, I choose to keep my client base small and selective in whom I take on, so I can provide on-going personalized service with many value adds. I run a solo practice and do not subcontract or farm any work out - you'll have one point of contact, with my direct line, for any needs within your business. Feel lost in your current accounting firm? Won't happen with me.
    Featured Skill Accounting principles and practices
    Sales Tax
    Tax Preparation Software
    Tax Law Compliance
    Accounting Basics
    Bookkeeping
    Tax Theory
    Tax Planning & Advisory
    Tax Preparation
    Tax Accounting
    Accounting
  • $135 hourly
    • 4.7/5
    • (100 jobs)
    It’s no use having the right answers if you’re not asking the right questions. Hint… There are ALWAYS questions to ask. Over 35 years experience of auditing and consulting. Had my own 14 person international CPA firm with the last 20 years in Los Angeles. Public company experience in financial statement preparation, auditing, audit prep, mergers and acquisitions of small market and large market transactions. Former PCAOB registered auditor. Due diligence projects, strategic planning, consulting projects for foreign investor visa projects. Familiar with cap tables and SEC regulations. Authored white paper submissions for a national CPA firm on new accounting standards and pronouncements. Technical advisor to various accounting firms. Tax planning and compliance. Highly successful IRS representation at the audit, appeals and collection level. Instructor in auditing, accounting and tax at the junior college and 4 year university level. Able to translate complex terminology and concepts into everyday language Choice of entity, Long range strategic planning. Over 25 years of Start up company consulting and accounting. Quickbooks experience
    Featured Skill Accounting principles and practices
    Human Resources Compliance
    Bookkeeping
    Accounting Advisory
    Accounting Principles & Practices
    Due Diligence
    Internal Auditing
    Mergers & Acquisitions
    SEC Reporting
    US Taxation
    Financial Reporting
    Corporate Tax
    Business Analysis
    Management Consulting
    IRS Income Tax Audits
    Financial Report
    Internal Control
    Financial Audit
  • $50 hourly
    • 5.0/5
    • (5 jobs)
    I have a Finance and Accounting background paired with strategy experience . - A keen eye for detail and a results-driven approach - Strong experience with Excel and Powerpoint - Excel: Three Statement creation (P&L, BS, CF), Financial Modeling, Data analysis (Pivots, data clean up) - Powerpoint: Investment/Pitch decks, Financial Due Diligence decks, Fundraising decks - Project management skills Professional Background: - Private Equity Analyst - Black Dragon Capital - Financial Due Diligence Specialist - Accenture - Financial Due Diligence Senior - EY Educational background: - Master in Finance - University of Groningen in the Netherlands - Bachelor in Business Administration - Goethe University Frankfurt, Germany
    Featured Skill Accounting principles and practices
    Financial Analysis
    Private Equity
    Valuation
    Mergers & Acquisitions
    Corporate Finance
    Due Diligence
    Accounting Principles & Practices
    Financial Projection
    Microsoft Excel
    Financial Audit
  • $18 hourly
    • 4.9/5
    • (113 jobs)
    ✳️ Do you need bookkeeper / Accountant for Quickbooks Online or Xero or Wave or Sage ? ✳️ Are you looking for Premium Quality Work, Fast Response and Updated Books? ✳️ Do you need tax preparer to file taxes for your business and personal ? Then you are at the right place. I can start immediate. Hello and welcome! ✳️ INTRODUCING MYSELF ✔ Chartered Accountant, Cost Management Accountant and US CPA Aspirant ✔ QuickBooks Online Advanced Certified ProAdvisor and Certified Xero Advisor ✔ 9+ years of solid working experience in accounting and bookkeeping. ✔ Solid expertise in Quickbooks Desktop, QBO, Xero, NetSuite, FreshBooks, Wave, Zoho ✔ Experienced in US GAAP, Canadian and Australian accounting standards ✔ Top-Rated Freelancer and Completed 2000+ hours on Upwork ✔ Friendly, Cool and Calm Book Keeper ✳️ WHY YOU SHOULD HIRE ME ✔ Premium Quality work ✔ Guaranteed services with utmost professional care & diligence ✔ Fast responses through messages, call, emails, and screen sharing apps ✔ Peer review of work before final submission. ✔ Unlimited scheduled meetings ✔ Complete data integrity, confidentiality, and conflicts of interest ✔ Excellent clients feedback & Portfolio ✔ Friendly Communication all-time with client ✔ Serve all our clients with honesty and sincerity to achieve outstanding results ✳️ AREAS OF MY EXPERTISE 💎 BOOKKEEPING ✓ Initial set up of QuickBooks, Xero, Wave including chart of accounts ✓ Proper verification and categorization of transactions. ✓ Reconciliations of Banks, Credit cards, PayPal and Stripe ✓ Preparation of Invoices, Bill, Purchase order, Deposit and Expenses ✓ Accounts Receivable and Accounts Payable Management. ✓ Inventory Management with complete reconciliation. ✓ Payroll Processing and tax returns ( using QuickBooks, ADP, Gusto, etc.) ✓ Journal entries ✓ Job / Project costing 💎 ACCOUNTING ✓ Preparation of Monthly financial statements (Balance sheet, profit & loss, cash flow) ✓ Reconciliation of accounts & general ledgers ✓ Preparation and Filing tax returns of Individuals and Corporates ( US, Canada, Australia ) ✓ Preparation and filing of W2 and 1099 ✓ Preparation of Australian BAS statements 💎 ANALYSIS ✓ Cash flow projections, Budgeting, and Financial forecasting ✓ Integration of accounting software with different technology apps ✓ Analyze data in Advanced MS Excel ✳ TOOLS & TECHNOLOGY WELL VERSED IN Strong desire to explore new technology as well as Integration of accounting software ✔ Quick books Online, Quickbook Desktop, Xero, Wave, NetSuite, Zoho, Odoo ✔ Advance Microsoft Excel, Google Sheets, Inventory Lab, TeamViewer, Dropbox, Asana ✔ Hubdoc, Expensify, Receipt Bank, Dext, Bill.com, A2X, Webgility. ✔ eCommerce, Shopify, Amazon, AppFolio, Buildium, Yardi, Stripe ✳ AMPLE EXPERIENCE OF WORKING IN ✔ Accounting and Bookkeeping of E-commerce ✔ Accounting and Bookkeeping of Tech / Web development, SaaS ✔ Accounting and Bookkeeping of IT Managed service Provider ( MSP ) ✔ Accounting and Bookkeeping of Construction ✔ Accounting and Bookkeeping of Real estate, Property Management, Fix and Flip ✔ Accounting and Bookkeeping of Real estate agent and realtor ✔ Accounting and Bookkeeping of Non-Profit organization ✔ Accounting and Bookkeeping of Manufacturing ✔ Accounting and Bookkeeping of Marketing agency ✔ Accounting and Bookkeeping of Consulting ✔ Accounting and Bookkeeping of Retail & Wholesale businesses ✔ Accounting and Bookkeeping of Trucking, Transportation ✔ Accounting and Bookkeeping of Hotel, Restaurant & Café ✔ Accounting and Bookkeeping of Travel and Tour company ✔ Accounting and Bookkeeping of Healthcare ✔ Accounting and Bookkeeping of Service sector ✔ Accounting and Bookkeeping of Architecture, Healthcare, Medical, Law firm, Author ✔ Personal Bookkeeping ✔ Various small business owner providing different and valuable accounting services ✔ Experience of working with CPA Firm and Bookkeeping Firms ✳ PORTFOLIOS: Please visit the portfolio section below in my profile or contact me to see my previous work samples ---------------------------------------------------------------------------------------------- From the bottom of my heart, please accept my profound thanks for visiting my profile. ⭐⭐ Here's next ⭐⭐ You're interested in having an expert accountant to give you peace of mind and take accounting off of your plate. All you need to do is schedule a 30-minute Discovery Call to meet via Zoom or Voice Call to see if we are a good fit for each other. You can also send me a message about your project and your work requirements. It will be a pleasure to meet you. Best Regards, CA Mahaveer Inani
    Featured Skill Accounting principles and practices
    QuickBooks Online
    Accounting Principles & Practices
    Xero
    Bank Reconciliation
    Bookkeeping
    Accounting Basics
    Tax Preparation
    Accounts Payable
    Accounts Receivable
    Microsoft Excel
    Financial Report
    Account Reconciliation
    Intuit QuickBooks
  • $125 hourly
    • 5.0/5
    • (328 jobs)
    ◼️ BACKGROUND With over 15 years of entrepreneurial experience, I am a seasoned business consultant with a proven track record of transforming concepts into fully operating businesses. Having been in your shoes, I understand the challenges of launching and growing a business and am here to help you execute your vision. I’ve partnered with over 300+ startups and numerous others through referrals, guiding companies from pre-seed to Series C typically. I know how to capture investors' attention and meet their expectations, ensuring your business story resonates. I’ll take you through my refined, step-by-step process to build compelling investment materials that will drive capital raises and accelerate growth. I hold degrees from Columbia University (BA) and The George Washington University (MBA) and reside in the San Francisco Bay Area, where I am an active member of Silicon Valley’s oldest angel investment group, The Band of Angels. Outside of work, I enjoy spending time with my wife and boy and biking around Northern California's Bay Area. ◼️ TESTIMONIALS "Peter is an absolute professional in every sense of the word . . . The end product far exceeded my expectations and I will continue to tap Peter for future projects." "Brilliant Peter! He is very helpful and approachable and is always available to answer any questions. I would highly recommend working with him!" "Peter and his team crushed it!!! The best freelancer on Upwork" ◼️ EXPERTISE Pitch Decks: Prepare (in Google Slides, PPT, or Keynote) content with a clean and modern design to secure funding Executive Summary (1-pager): Prepare a concise and punchy summary of the startup's story Sales Presentations: Prepare a persuasive sales narrative to win new clients and/or partnerships Business Plans: Prepare a comprehensive plan (in Google Docs.) that covers the details of your business from A to Z Financial Projections: Prepare an editable financial model with 5-year projections, cash flow, balance sheet, breakeven/sensitivity, and any other requirements to raise capital or manage operation Fundraising: Build a list of vetted venture investors based on how much capital you are raising and your startup's stage and reach out and manage on your behalf based upon an agreed-upon timeline ◼️ INDUSTRIES SERVED AI, Consumer and B2B Tech, Edtech, Real Estate, Fintech, Fashion, Health and Wellness, SaaS, Consumer Goods, Life Sciences, Adtech, Media and entertainment, Legal, Hospitality and Tourism, Financial Services, Aerospace, el al ◼️ TIMELINE Pitch deck: 2 - 3 weeks (max) Pitch deck and financial model: 3 weeks (max) Business plan, pitch deck, and financial model: 4 weeks 1 pager: 7 days ◼️ MORE ABOUT ME Entrepreneurial Extremely organized Detailed oriented Great communicator and listener Patient ◼️ BENEFITS Work with an expert Receive investor-ready material Save time and headache A proven process that works Easy to work with Send me a message and let's have a discovery call.
    Featured Skill Accounting principles and practices
    Business Consulting
    Business Plan
    Financial Model
    Financial Projection
    Presentations
    Sales Presentation
    Financial Modeling
    Pitch Deck
    Pitchbook
    Financial Management
    Fundraising
    Venture Capital Consulting
    Startup Consulting
  • $15 hourly
    • 5.0/5
    • (6 jobs)
    Need reliable and accurate bookkeeping support from someone who understands both the numbers and the deadlines? I’m here to help. I’m a Senior Accountant with over 13 years of experience helping businesses stay financially organized, audit-ready, and compliant. Whether you need ongoing monthly bookkeeping or someone to clean up years of messy records, I deliver results with precision and professionalism. ✅ What I Can Do for You: Full-cycle Bookkeeping (Daily, Weekly, Monthly) Catch-Up & Clean-Up of data in QuickBooks/Xero/ Zoho Books Bank & Credit Card Reconciliation Accounts Payable & Receivable Management Preparation of MIS Reports (Cash Flow, P&L, Balance Sheet) Invoicing, PO Tracking, and Audit Assistance ✅ Tools I Use: QuickBooks Online I Xero I Zoho Books I Dext Excel, and other cloud-based tools I specialize in supporting eCommerce, service-based businesses, and startups, but I adapt easily to any industry. You’ll find me detail-oriented, deadline-driven, and easy to communicate with — I treat your business like my own and thrive on helping you stay organized and stress-free. Let’s connect and get your books back on track — or keep them that way!
    Featured Skill Accounting principles and practices
    Financial Statement
    Wave Accounting
    FreshBooks
    Xero
    Financial Reporting
    QuickBooks Online
    Cash Flow Analysis
    Transaction Data Entry
    Data Entry
    Zoho Books
    Chart of Accounts
    Bank Reconciliation
    Bookkeeping
  • $45 hourly
    • 5.0/5
    • (17 jobs)
    I have a passion for organization. I understand how valuable your time is and how you would rather chase your dreams than figure out the money. Are you a small business who has neglected your bookkeeping, preferring to burn the candle at both ends yourself? Are you stuck trying to figure out what you've done with your bookkeeping and why it isn't giving you the information you are looking for? I am a Quickbooks Advanced Certified Pro-Advisor and here to figure out the puzzle of your bookkeeping! I have been trained by two of the most respected industry leaders to dig into your books and untangle the mess and mystery of your numbers and cash flow. Here's how I can help: ~I can record and categorize transactions as well as untangle mis-categorized transactions ~I can maintain a clean paper trail attaching supporting documentation you provide ~I can prepare your bills as well as match payments to bills that may have gone unattended ~I can reconcile your checking, saving, and credit card accounts and fix them when they aren't ~I can provide monthly financial reports in a variety of ways that speak to you -I can develop workflows and processes to help you get me the information I need in a timely manner The benefits of hiring me to be your bookkeeper: ~We work together to get your books caught up, cleaned up and ready for the tax preparer ~Your books are ready to review monthly, which helps you better manage cash flow -I appreciate the value you receive when your CPA and bookkeeper have a good working relationship - which saves you money in the long run. Industries I've worked with: -Vape Retail Stores -Land Developers -Investments -Personal finances -Pawn Shops -Food Distributors -CPA's -Architects -Therapists -Jewelry Stores -Short Term Rentals both foreign and domestic Let's Talk!
    Featured Skill Accounting principles and practices
    Organize & Tag Files
    Purchase Orders
    Income Statement
    Google Docs
    Intuit QuickBooks
    Bookkeeping
    Accounting Basics
    Cash Flow Statement
    Accounts Receivable
    Bank Reconciliation
    Transaction Data Entry
    Balance Sheet
    Accounts Payable
  • $100 hourly
    • 4.2/5
    • (71 jobs)
    Messy Books? No Problem. I can clean up your books, create usable financial reports, and get your systems running smoothly. My specialties are month-end close, year-end close, and non-profit audit prep. Your CPA will love me.
    Featured Skill Accounting principles and practices
    Startup Consulting
    Google Docs
    Financial Reporting
    Xero
    Financial Modeling
    Bill.com Accounts Payable
    Intuit QuickBooks
    Budget Management
    Microsoft Excel
  • $15 hourly
    • 5.0/5
    • (8 jobs)
    Hi, Welcome to my Profile. I am a freelance bookkeeper and help my clients worldwide; if you want organized and systematic business accounting books for your business, I can assist you with my excellent skills. I have developed the experience and the requisite skills to excel in the Freelance Accounting market. I can help you with your business accounts, including these direct requirements. • Set up, catch up, clean up, and keep your business accounting books up-to-date. Accounts receivables and accounts payables. • Recording daily/weekly or monthly financial business transactions (Sales, Purchase). Reconciling bank, credit card, and stripe statements. • Bills and Invoice record-keeping using cloud software. • Creating custom reports and financial reports (Cash flow, Profit & Loss, and Balance Sheet) • Back up the company's accounting data in a cloud app and allow you to access the company's files easily. • Administrative support, receiving bills/invoices using the company's accounting email address. • Auditing and Rectification of Historical discrepancies • Email clean-up and respond to vendors’/customers' queries for payments and business-related questions. • Assists with the company's administrative tasks like employees' timesheet management, word and excel document management. • Help the company grow to a high level and share my ideas for the company's classiness. • Help your CPA in Tax filing Quarterly & Annually. Personal Core Values: • Detail Oriented • Reliability. • Trustworthy. • Collaborative. • Flexible. • Consistency. • Honesty. • Commitment. • Open-mindedness. • Meeting deadlines These experiences have also given me strong time management, communication and organizational skills, which are all vital to providing strong customer service. I believe I am the most relevant candidate in terms of the skill set and experience that you need. I have been working as Xero and QBO Financial Adviser to various individuals and SMEs around the Globe, particularly from the USA, Australia, UK, and Canada. Looking forward for your response, Have a nice day and stay safe. Regards, Muhammad Asif Yousafzai
    Featured Skill Accounting principles and practices
    Credit Counseling
    US Taxation
    Bookkeeping
    Accounting Software
    Xero
    Intuit QuickBooks
    Financial Accounting
    Payroll Accounting
    Accounting
    Tax Preparation
    Financial Report
    Tax Return
    Income Statement
    Account Reconciliation
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