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based on 2,263 client reviews
  • $16 hourly
    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
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    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
  • $90 hourly
    Born and raised in Ibiza, Spain, with 20+ years of experience in tax consultancy, accountancy and tax filing. I provide 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 with them. I am very proud of my 'Top Rated' status in Upwork, and I 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. — Beckham Law consultations and registration. — Balances, annual accounts. — Bank reconciliation. — I work 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!
    vsuc_fltilesrefresh_TrophyIcon 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
  • $165 hourly
    I build clear, easy-to-use financial models and data analytics to support your business decisions, pitches, and investments. My experience includes 10 years of using Excel / VBA, and I have modeled $2 billion of private equity transactions as an analyst at Goldman Sachs. I specialized in analyzing deals in the commercial real estate (office, hospitality, and multifamily) and consumer finance sectors. In addition to my modeling experience, I have also built VBA macros and dashboards to organize and speed up reporting processes for $700 million of portfolio positions. I specialize in modeling the following: • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Startup reporting and pitch book metrics (MRR, CAC, churn, customer LTV) • 3-statement (P&L, balance sheet, and cash flow) models • Equity waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt) • Distressed debt and real estate, non-performing loans • Sales and custom KPI forecasts • Sensitivity and multiple scenario analyses
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    Startup Consulting
    Financial Modeling
    Cash Flow Modeling
    Financial Reporting
    Private Equity
    Financial Projection
    Real Estate Financial Modeling
    Accounting Principles & Practices
    Financial Analysis
    Business Analysis
    Business Modeling
    Real Estate Investment Assistance
    Microsoft Excel
    Google Sheets
  • $100 hourly
    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!
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    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
  • $115 hourly
    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
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    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
  • $25 hourly
    I am a highly-skilled and well-rounded Certified Public Accountant (CPA) with excellent academic background, including a Cum Laude honor in college and a post-graduate Master's degree in Business Administration, and over eight (8) years of meaningful experience in the fields of auditing, accounting, financial management and financial analysis. I am a dependable professional with exceptional work ethics and inter-personal skills who has proven track record in delivering value-adding outputs that have contributed in the achievement of clients' operational, strategic and/or financial objectives, as well as in enhancing the clients' business processes which lead to the minimization of certain operational bottlenecks and financial reporting difficulties. You can always rely on my credentials consisting of seven (7) years experience as a state auditor (government external auditor) of the Philippines' supreme audit institution and other short-term engagements relating to the provision of various financial management and analysis services which helped clients in their economic or business/investment decision making. Be assured that I possess the competence and technical skills needed to help you reach your desired goals, especially on the areas of auditing, accounting, financial reporting, management, and analysis. In addition, I have a positive working relationship history with my clients, so be assured that I am capable of building and maintaining a harmonious and cooperative working partnership with clients and other stakeholders. I take pride on my integrity, credibility, honesty and loyalty and I deal with clients with utmost respect and courtesy - all this, as my way of expressing genuine concern for them and the attached duties and responsibilities. Lastly, as a true professional, expect me to strictly abide with all applicable laws, rules and regulations, including Upwork's terms and conditions, as well as the clients' policies and protocols. With my ability to follow instructions and directives, trust that I will perform tasks within the bounds of my duties and authority and initiate work even with minimal supervision. All necessary efforts will be exerted to deliver exactly what you need. Let's team up and achieve great things together. Peace and Love, Jb
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    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
  • $55 hourly
    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
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    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
  • $150 hourly
    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.
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    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
  • $15 hourly
    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
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    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
  • $75 hourly
    I've worked in production industries over the past 10 years and create KPI, financial, and budget documents for Executive Management. I have experience with automating Microsoft Office functions, modelling, dashboarding, and creating custom Office functions and add-ins.
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    Visual Basic for Applications
    Financial Report
    Company Valuation
    Macro Programming
    Branding Template
    Dashboard
    Financial Modeling
    Financial Analysis
    Data Visualization
    Microsoft PowerPoint
    Microsoft Word
    Microsoft Excel
    Google Docs
  • $250 hourly
    ⭐️ M&A and capital raising expert with more than $6 billion in closed transactions ⭐️ 10 years IB experience (both middle market and Wall Street) ⭐️ Worked with clients in many industries across the globe (US, UK, Europe) ⭐️ Active entrepreneur, angel investor, and private equity investor ⭐️ CFA Charterholder & MBA I am a finance expert with over a decade of experience in investment banking, consulting, angel investing, and private equity. With a proven track record of advising clients on transactions worth more than $6 billion in the middle market and on Wall Street, I am excited to offer my expertise to assist you with any projects you may have. Throughout my career, I have worked with various companies, from start-ups to global enterprises, venture capital firms, and private equity funds, on sell-side and buy-side M&A, capital raising, strategic planning, and corporate development engagements. These experiences have provided me with a unique combination of financial expertise, strategic insight, and interpersonal skills that I bring to every project. I recently also founded a partnership of executives, entrepreneurs, and investors that invests in companies in the lower middle market. This allows me to maintain a constant pulse on the market and stay informed of the latest trends in many industries. My areas of expertise include the following: ✅ Wall Street quality pitchbooks, investor presentations, and information memoranda ✅ Sell-side M&A support: buyer screening/lists, process management, due diligence ✅ Buy-side M&A support: target screening & research, investment thesis, due diligence ✅ Financial analysis & modeling: three-statement models, budgeting, forecasting ✅ Valuation modeling: DCF, public comparables, precedent transactions, LBO ✅ Business plan writing ✅ Market research ✅ Interim CFO / VP of Finance / Corporate Development My promise to you: ✅ I am fully committed to delivering a project only with the highest quality ✅ I will always be transparent in my communication and provide timely updates ✅ I will not take on an engagement unless I can guarantee its success ✅ I can deliver time-sensitive projects expeditiously Please do not hesitate to get in touch. I am excited to work with you.
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    Microsoft Excel
    Accounting Principles & Practices
    Investment Banking
    Chartered Financial Analyst
    Valuation
    Pitchbook
    Capital Markets
    Venture Capital
    Pitch Deck
    Startup Consulting
    Financial Modeling
    Company Valuation
    Private Equity
    Mergers & Acquisitions
    Financial Analysis
  • $25 hourly
    An expert content writer with more than 8 years of working experience in 2 reputed organizations of Sweden. I am a postgraduate researcher with a strong grip on multiple fields such as Marketing, Public Administration, Management Sciences, Human Resource Management, Business administration, accounting & Finance, and Mass communication. I can also provide you services regarding SPSS data analysis, survey questionnaires, proofreading, etc I love to deliver quality work in a timely manner. Don't worry about your deadlines as I am very concerned about my commitments. 100% original work will be presented attached with the Turnitin plagiarism report. Feel free to contact me for any kind of content-related queries and you would never regret it.
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    Accounting Principles & Practices
    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
    Business Plan
  • $40 hourly
    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
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Financial Analysis
    Private Equity
    Valuation
    Mergers & Acquisitions
    Corporate Finance
    Due Diligence
    Accounting Principles & Practices
    Financial Projection
    Microsoft Excel
    Financial Audit
  • $25 hourly
    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 Softwares - 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. - 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
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    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
  • $175 hourly
    I am a Certified Public Accountant with a Masters in Accounting, specializing in tax preparation. I have years of experience helping clients save money with my knowledge of tax law for business and individual taxes. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow, by offering tax planning and business consulting. My specialty is in small business, including accounting, tax preparation, and tax consulting to ensure that the business entity type is best suited for your needs and the most tax advantageous. I also offer accounting services, where my main goal with clients is to ensure that their books and financial statements accurately reflect their finances. With accurate financial statements, businesses can see their strengths and weaknesses, which will help them continue to grow their business and succeed. In my accounting business, my main goal is for my clients to be successful and help them by offering not only accounting and tax preparation services, but also business consulting on what is the most advantageous business entity type and taking a forward looking approach to see what they can do in the future to grow their business. I have worked with several small business owners just starting their business by setting up their accounting software and chart of accounts, creating a business strategy, including tax planning, to maximize cash flow to prepare them for success.
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Tax Strategy
    Xero
    Intuit QuickBooks
    Financial Analysis
    Income Statement
    GAAP
    Bookkeeping
    Tax Return
    Tax Planning & Advisory
  • $250 hourly
    I am an active CPA with multiple skills including bank financing, financial statement analysis, personal and business tax returns, business planning, financial and estate planning, SBA Disaster Loan Assistance, and operational reviews. I am current with all tax laws and accounting principles. I work with clients to provide a range of financial tools that help them meet and exceed their monetary goals. My skills include strategic planning, bank financing, compliance, budgeting, and more. Even the most successful CEOs rely on a team of experts to achieve their business goals, as it is simply impossible for one person to do it all. With a background in business consulting and extensive CPA experience, I help individuals meet and exceed their financial objectives. Working with numbers has always come easily to me, as I not only passed the CPA exam on my first try, but I also obtained Masters' degrees in Accounting and Education. I have also taught postgraduate college courses and my deep understanding of finance has allowed me to become a qualified expert witness. I founded my own CPA firm and developed partnerships with a range of clients for over 20 years. I now work as a consultant and assist my clients with financial modeling, projections, and forecasts as well as tax planning and preparation. I specialize in startups and can help with the choice of entity selection, general business planning, and much more. Whether you are in need of an operational review, a financial statement analysis, or an expert to take your financial future to the next level, I am here to help. Clients who partner with me can count on exceptional communication and work completed in a timely and thorough manner.
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    Legal Entity Structuring
    Research & Development
    Tax Strategy
    Business Valuation
    Estate Planning
    Business Coaching
    Strategic Plan
    Tax Planning & Advisory
    Mergers & Acquisitions
    Business Consulting
    CPA
    Tax Law
    Tax Preparation
  • $225 hourly
    I am a Licensed Enrolled Agent and Accountant with 10+ years of working experience in a variety of industries; providing bookkeeping, accounting, and tax services. Over my career so far, assisted clients with 500 various cases of IRS and local tax agencies correspondence. By replying to notices, penalties and audit request, I was able to save clients over 100k in fees and interest payments. Recently completed a project for a growing restaurant business with annual revenue of 5m who received a sales tax audit notice. Through strenuous reconciliation process, we were able to prove that tax calculation performed was correct and waived 18k penalty plus interest. Proactively help clients with tax projections to ensure there are no surprises on a tax due at the end of the year, as well as establish tax saving strategies during the year. On one occasion advised a client who had an LLC to convert to an S Crop tax treatment to save over 15k in self-employment tax. I was able to accomplish that because I was keeping a close eye on clients activity. I am a reliable accountant that pays a lot of attention to detail. I look forward to working with you to provide solutions. Currently a Registered Agent with IRS and studying for the CPA exam.
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Tax Law
    Accounts Receivable Management
    Intuit Lacerte Tax
    Accounts Payable Management
    Bookkeeping
    Payroll Accounting
    Customer Service
    Account Reconciliation
    Tax Preparation
  • $40 hourly
    🌟 𝐔𝐒 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀)| Expert Bookkeeper and Financial Strategist 📊 ✨ 𝐔𝐧𝐥𝐨𝐜𝐤 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐰𝐢𝐭𝐡 𝐚 𝐏𝐫𝐨𝐯𝐞𝐧 𝐔𝐒 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀) 𝐚𝐧𝐝 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐫! ✨ Your go-to 𝐔𝐒 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀) specializing in bookkeeping and finance management. With a track record of 5 years in the industry, I've empowered numerous clients to achieve remarkable financial growth while ensuring rock-solid compliance with accounting standards. 💼 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐓𝐡𝐚𝐭 𝐏𝐫𝐨𝐩𝐞𝐥 𝐘𝐨𝐮𝐫 𝐒𝐮𝐜𝐜𝐞𝐬𝐬: ✅ 𝐈𝐦𝐩𝐞𝐜𝐜𝐚𝐛𝐥𝐞 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠: As a meticulous 𝐔𝐒 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀) and expert bookkeeper, I meticulously maintain your financial records, leaving no room for error. Prepare to be amazed by the organization and accuracy I bring to your books! 📈 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: Harnessing my 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀) expertise and financial management prowess, I dive deep into your financial data, crafting comprehensive reports that unearth valuable insights. Together, we'll make data-driven decisions that pave the way for unparalleled success. 💰 𝐓𝐚𝐱 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 𝐌𝐚𝐬𝐭𝐞𝐫𝐲:With my 𝐂𝐏𝐀 credentials as your secret weapon, I masterfully navigate the intricate world of tax planning and preparation. Say goodbye to unnecessary tax burdens and hello to optimized strategies that boost your bottom line! 📊 𝐅𝐮𝐭𝐮𝐫𝐢𝐬𝐭𝐢𝐜 𝐁𝐮𝐝𝐠𝐞𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐅𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐢𝐧𝐠: As your trusted finance manager, I unleash the power of cutting-edge budgeting and forecasting techniques. Let's chart a strategic path forward, ensuring you're always ahead of the game and ready to seize new opportunities. 🌟 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞 𝐟𝐨𝐫 𝐘𝐨𝐮𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐉𝐨𝐮𝐫𝐧𝐞𝐲: 🔑 𝐂𝐏𝐀 𝐁𝐫𝐢𝐥𝐥𝐢𝐚𝐧𝐜𝐞: Rest easy knowing a highly skilled 𝐔𝐒 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀) is handling your finances. I bring unparalleled expertise and a commitment to excellence to every project. 🔑 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐃𝐮𝐚𝐥 𝐑𝐨𝐥𝐞: As a 𝐔𝐒 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀) and finance manager extraordinaire, I combine technical accounting finesse with visionary financial management skills. You get the best of both worlds, all in one exceptional package! 🔑 𝐅𝐥𝐚𝐰𝐥𝐞𝐬𝐬 𝐀𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧 𝐭𝐨 𝐃𝐞𝐭𝐚𝐢𝐥: Precision is my middle name. From pristine bookkeeping to producing reliable financial reports, I leave no stone unturned in ensuring the utmost accuracy and quality in all my deliverables. 🔑 𝐂𝐥𝐢𝐞𝐧𝐭-𝐂𝐞𝐧𝐭𝐫𝐢𝐜 𝐌𝐚𝐠𝐢𝐜: I believe in the magic of collaboration and open communication. I'm here to understand your unique needs, tailor my services to your specific goals, and be your trusted partner on your financial journey. 🔑 𝐓𝐢𝐦𝐞𝐥𝐢𝐧𝐞𝐬𝐬 𝐚𝐧𝐝 𝐑𝐞𝐥𝐢𝐚𝐛𝐢𝐥𝐢𝐭𝐲: Deadlines are sacred to me. Count on me to deliver your financial reports, tax filings, and other crucial deliverables promptly, keeping you on track and stress-free. 🎯 𝐑𝐞𝐚𝐝𝐲 𝐭𝐨 𝐔𝐧𝐥𝐞𝐚𝐬𝐡 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐁𝐫𝐢𝐥𝐥𝐢𝐚𝐧𝐜𝐞? 𝐋𝐞𝐭'𝐬 𝐂𝐨𝐧𝐧𝐞𝐜𝐭! If you're ready to experience the transformative power of a top-tier 𝐔𝐒 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀) and a visionary Bookkeeping and Finance Manager, I'm here to make your dreams a reality. Reach out to me now to discuss how we can propel your financial success to new heights!
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Financial Audit
    CPA
    Financial Analysis
    Pitchbook
    SEC Reporting
    Bookkeeping
    Mergers & Acquisitions
    Process Improvement
    Financial Reporting
    Due Diligence
    US Taxation
    Financial Management
    Budget Management
    GAAP
    Sarbanes-Oxley Act
  • $35 hourly
    CPA (USA) licensed from the State of Montana and Chartered Accountant (India) with 5+ years of experience in Tax, Accounting & Auditing. -I am proficient with Quickbooks, Prosystem FX (Tax Filing), TurboTax, ProConnect, Caseware, IDEA (convert any data to excel) and Microsoft Office Application (Excel & Word). - Previous experience in outsourcing and accounting firms, I have gained knowledge for bookkeeping, accounting, taxation (individuals, partnership and S-corp & C-corp), Form 5472 and Form 5471, FBAR and Form 114 filings. Workpaper building, Internal control, US-GAAP, IFRS and IndAS specializing in real estate, hotel and restaurant and FMCG industry for private and not-for-profit entities. - Why hire me? Licensed CPA & dedication to provide the best service with an add on of great knowledge in my field of work.
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    CPA
    CCH Axcess
    Certified Tax Preparer
    Financial Accounting
    Bookkeeping
    Intuit QuickBooks
    Microsoft Excel
    Tax Return
    Tax Preparation
  • $95 hourly
    With over 30 years experience in business consulting, I can help alot with growing and supporting your business. And we can also schedule a FREE CONSULTATION to discuss your project and goals. (I also can provide a FLAT RATE quote for your project as well.) I support many Fortune 500 companies as well as many small businesses throughout the U.S. in areas of: -- Finance, Accounting, & Taxes -- Operations and streamlining processes -- Business development and growth strategies -- Sales training and recommendations (& increased conversions) I am a strategic problem solver and have much experience in finding areas that make the most impact with the least amount of cost involved. Some small examples of how I can help are: FINANCIAL • Manual to computerized accounting & ERP systems • Monthly/Quarterly Financial Analysis, Review, and Recommendations • Cash Flow Forecasting, analysis and recommendations • Financial Forecast including assumptions and easy-to-change parameters • Create, manage, implement budgets and budget-vs-actual reporting • Implement, train, manage accounting and financial processes and reporting • Recommend/implement business growth and revenue strategies • Recommend/implement increased profit margin and decreased G&A costs strategies • Maximize existing I.T. infrastructure • Train/Support other financial support staff • Create more automated process like onboarding customers or employees MANAGEMENT ADVISORY & SUPPORT • Business Development and Growth Strategies • Financial review, analysis, and improvements • Analyze/Optimize Business Operations, including automation, maximizing IT infrastructure, and streamlining operations • Monthly or Quarterly Financial Review meetings • How to use QB as a management tool, instead of a check register and P&L creator • Improve efficiencies and productivity • Scaling & Growing • Sales, Sales Training, Sales Cycle, Automation, Increased Conversions • Cost Buildup & Price Point Analysis • Due diligence review for M&A (buying or selling a business) • Documenting policies & procedures, including video training modules • Risk Reduction & Internal Controls • General business advisory “partner” to bounce off ideas and brainstorm • Start-up assistance and mentorship • Business turnaround for distressed or unprofitable businesses • Start working with the U.S. Government (GSA and DCAA) plus annual compliance/reporting & DS-1 ACCOUNTING: • Streamline operations for accouting and financial reporting • Reconcile accounts (bank, credit card, merchant, G/L) • Setup QB and other accounting systems • Calculating inventory/COGS • Prepare Income Taxes, Sales Taxes, Payroll Taxes, Excise Taxes • Forensic accounting • Internal audit preparation & support • Implement Onboarding Process of new employees, including mobile and online training programs QUICKBOOKS • Streamline QB Processes • Re-structure or setup Quickbooks settings (Chart of Accounts, Classes, Items, etc) • Clean up or re-build Quickbooks transactions • Prepare Financial statements • Setup Quickbooks, QB payroll, and Job Costing • Processing A/P and A/R • Payroll (Process payroll, payroll tax payments, and payroll tax returns, including W-2s) My rate is flexible based on your project.
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    App Development
    Automated Workflow
    Process Improvement
    Certified Tax Preparer
    Sales Optimization
    Business Process Management Software
    Sales Operations
    Financial Reporting
    Corporate Tax
    Customer Onboarding
    Accounting Principles & Practices
    Business Process Automation
    Intuit QuickBooks
    Tax Return
    Tax Preparation
    Technical Accounting
    Internal Control
    Financial Projection
  • $12 hourly
    CPA & M.com with 7+ years of experience in various vital areas of Accounting, Bookkeeping, financial operations, planning & taxation. I'm a Xero & QuickBook Online Certified ProAdvisor. I am providing bookkeeping and accounting services for business setups across the globe. I have been working on all globally recognized software including XERO; Quickbooks; Zoho Books; Sage; Wave; others. Few awesome applications that I use - Shopify, Amazon, Bill.com, DEXT, T-Sheets, Gusto, A2X, Hubdoc, Zapier I provide bookkeeping and accounting services at a very affordable rate. Seeking a challenging and responsible financial/accounting work where natural abilities, experience, education, and assertiveness will be most effectively and profitably utilized. 1. High-end excel related work – small excel based accounting/bookkeeping models, creation of extensive macros, creating pivots, charts, auto invoice template generation, etc. 2. Setting up a chart of accounts 3. Accounts Receivable -this also includes matching invoices to purchase orders received 4. Accounts Payable (Matching invoices to purchase orders, matching payment receipts to account - credit card or bank - transactions) 5. Account Reconciliations and weekly/monthly status reports. 6. Payroll (Managing payroll - through online payroll software - for small to mid-sized businesses) If given a chance, It would be my pleasure to assist you with bookkeeping and preparation of financial statements for your year-end reporting I'm here to help, and I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Xero
    Wave Accounting
    Accounting Principles & Practices
    Property Management
    Bookkeeping
    Data Entry
    Accounts Payable
    Payroll Accounting
    Accounts Receivable
    Intuit QuickBooks
    Bank Reconciliation
  • $65 hourly
    Want to work with a finance professional who delivers SUPERB RESULTS? My analysis helped clients make informed decisions allocating over $1B+ into assets with highest ROI. Created financial forecasts, budgets, models & strategy that allowed to 5X the business in 2 years time. 🏆 10+ years experience building financial systems. 🥇Among top 3% performers on Upwork. 💎My clients are building high-value businesses and I help them to scale sustainably. Some of the achievements that I am proud of: ● Coca-Cola HBC “Helped to reduce yearly operating expenses by 12% and optimized CAPEX by $250k per year” ● Trilogy “Created automated budgeting & variance analysis processes/ workflow documents which served as a guideline for 100+ acquired business units”. ● “Built strategic business plan, cash flow forecasts & strong financial systems which allowed to achieve 30% targeted ARR growth rate” ● “Helped to identify which products to launch based on ROA and cash cycle, which allowed to effectively manage cash and increase net profit from 12% to 22%. I cannot help everybody, but we may be a great fit if you are thinking: ⚡ "I want to scale fast and sustainably" ⚡ "I want strong financial systems supporting my business’" ⚡ "I'm NOT a finance expert, but I want to make data-driven decisions" ⚡ "Last year we didn’t achieve our financial targets and I want to understand why" ⚡"I want to make sure my business doesn’t face cash flow issues" ⚡ "All seems to be great, except my business is not generating enough profit" Working with me, you will: ✅Stop struggling with understanding where your business stands - we perform financial health check of your business, pinpointing areas that need most attention ( 80/20 Pareto principle) ✅ Put your business on the right track by setting the finance strategy and business plan ✅ Have in place strong financial systems so you can scale confidently ✅ Receive up to date practical analysis and dashboards to keep track of business performance ✅ Find hidden gems to increase your market share and profitability ✅ Work with an experienced finance team to get the most of your business data What my clients say about me: ★"Excellent financial management expert with great enthusiasm, Venera has been very helpful in setting up our quickbooks and helping us manage through it." ★"Venera is insightful, proactive, and impactful. She was able to both improve our processes and to help both with reporting of current financial metrics and to improve forecasting and business planning. She helped us improve leaps and bounds through a short period of time, and was invaluable. I'd look forward to working with her again and highly recommend her." Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner and let’s take your business to the next level. -------------------------------- Expertise: Consumer, Manufacturing, Ecommerce, CPG, FMCG, SaaS, Tech, Fintech. Financial Modeling, IFRS Accounting/Consulting (ACCA),Preparation & Analysis of Financial Statements, Dashboard Building, Cash flow management, Funding, Business Plan & Investor Presentations, Working Capital Management, Variance analysis for Operational Expenses, Capital Investment Project Analysis, Break-even analysis, Ratios Analysis, Performance Evaluation, Budgeting & Forecasting, Advanced Excel/ SAP ERP
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Accounting Principles & Practices
    Google Sheets
    Financial Analysis
    Corporate Finance
    Management Consulting
    Financial Planning
    Financial Modeling
    Management Accounting
    Microsoft Excel
    Financial Projection
    Financial Accounting
    Financial Report
  • $100 hourly
    Do you need a CPA and Tax Accountant that understands your small business struggles and can provide tailored accounting and tax services to meet your unique business needs? Then, invite me to your job to discover how I can assist you with my expertise. I am a Certified Public Accountant with years of experience assisting small businesses with the preparation of accurate financial statements and tax returns. Tax and Accounting Services Offered: - Individual Tax preparation (1040, 1040NR) - Small Business Tax preparation (Sole proprietorship, LLC, S-Corp, C-Corp, Partnership) - Tax Planning services - Tax Advisory services - Bookkeeping - Account Reconciliations - General Ledger, Bank, Credit cards - QuickBooks Cleanup and Catchup - QuickBooks Setup - Preparation of Financial Statements - Business Entity Formation I am passionate about helping small businesses save on taxes and grow their business. Contact me today to discover how we can add value to your business.
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Income Statement
    Sole Proprietorship
    C-Corporation
    QuickBooks Online
    S-Corporation
    US Taxation
    CPA
    Tax Strategy
    Bank Reconciliation
    Bookkeeping
    Payroll Accounting
    Balance Sheet
    Tax Return
    Tax Preparation
    Tax Planning & Advisory
  • $25 hourly
    I hold a bachelor's degree in business administration and a Master's in Finance. I have worked for three years as a Financial Analyst in one of the most prestigious financial consulting companies from Argentina. I have expertise in: ✔ Business valuations ✔ Creating complex ad-hoc financial models ✔ Pitch Decks ✔ Corporate finance ✔ Real estate underwriting (self-storage facilities, multifamilies and mobile home parks)
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Business Modeling
    Financial Presentation
    Real Estate
    Business Development
    Investment Strategy
    Financial Analysis
    Quantitative Analysis
    Equity Research
    Financial Reporting
    Financial Modeling
    Business Valuation
    Business Analysis
    Budget Management
    Microsoft Excel
  • $225 hourly
    Experienced tax professional with clients across the US. Individuals, trusts, partnerships, and S corporations are my focus. Extensive experience with high net worth individuals and their wealth planning tools. Always open to opportunities that help individuals alleviate their tax and financial issues and create new client relationships. Driven by the knowledge that what I do and the services I provide make life better and easier for my clients. Knowing that every project and issue I research advances my knowledge and skill set. I have a strong passion for dogs and how they fill our lives.
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Accounting Basics
    Bookkeeping
    Tax Theory
    Management Accounting
    QuickBooks Online
    Payroll Accounting
    Tax Preparation
    Accounting
    Tax Return
  • $65 hourly
    I am a CPA, Tax Professional with over 14 years of experience with corporations, partnerships, and individual taxation. I am currently a Senior Tax Manager for a Fortune 500 Company specializing in corporate tax, tax provisions, federal and state corporate tax, estimates and extensions, and tax planning. Before my experience at my current job, I was working as a tax manager for PwC and KPMG. I have worked in several different industries (please see my work experience below) and understand the full cycle functionality and how it impacts all areas of a business and an individual. Highlights: 1) CPA 2) Tax preparation and Tax Planning for corporate, partnership, and individual taxes. 3) Highly proficient with Microsoft Office I have a passion working with individuals and small businesses and enjoy helping them succeed! I am always happy to help!
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    International Taxation
    Bookkeeping
    Corporate Tax
    US Taxation
    CPA
    Tax Preparation
  • $150 hourly
    My name is Irv Williamson, and for the past 14 years, I have been helping small business owners better understand their businesses. I am a financial advisor who has successfully transitioned from Fortune 50 companies to smaller entrepreneurial organizations. With a mix of Controller and CFO skills, I show smaller companies how to integrate big company Finance and Accounting best practices without the big company bureaucracy. How am I different: - My services are affordable - fixed monthly fees starting at $2,000 - I provide full-time consulting services and do not treat this as a "side gig." - I have experience as a CEO, CFO, Controller, and Manager of Financial Planning and Analysis - I have successfully led the financial implementation of 9 ERP systems. - I have worked through 2 company exits, 2 Chapter 11 bankruptcies, and 4 financial turnarounds. - I have expertise with Power BI to automate reporting and analysis. What is my experience? - 7 years Controller, and Financial Analyst with two $40+ Billion companies - 21 years CFO with $10 to $100 million Private Equity, Family-Owned and Entrepreneurial Businesses - 14 years of experience providing fractional and interim CFO services, first as a Partner at Tatum CFO (now Randstad CFO) and currently as the solo practitioner at Growth Guidance Solutions (GGS) - My deepest industry experience lies in: Tech/SaaS/eComm – Professional Services – Manufacturing – Construction - Staffing - Implemented 9 ERP systems How I can help? - Forecasting and budgeting - Power BI expertise in building financial analysis and dashboards - Financial planning and analysis - Demystify Amazon Business Central data and reports - Cohort analysis - Excel modeling - 3 statement econometric models - KPI development and reporting - Managing accounting and bookkeeping staff - Speedy Month-end close best practices - Big Data trend analysis - Reporting gross profit by customer, employee, and service offering - Implementing profit improvement programs - Crisis management - ERP systems integration and optimization - Cash forecasting - Preparing for an exit - Conducting buy-side and sell-side due diligence - Securing financing - Optimizing QuickBooks - Full role fractional CFO or Controller
    vsuc_fltilesrefresh_TrophyIcon Accounting principles and practices
    Cost Variance Analysis
    Amazon FBA
    Pricing Strategy Consulting
    Cash Flow Modeling
    Financial Reporting
    Microsoft Power BI
    Shopify
    Inventory Management
    SaaS
    CRM Automation
    ERP Software
    Data Analysis Expressions
    Accounting Software
    Financial Analysis
    Accounting Principles & Practices
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