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  • $30 hourly
    • 4.7/5
    • (215 jobs)
    Who's Xiaosa Liu? ● Xiaosa is the founder of CnAlpha Global Accounting Team on Upwork. He has 7 years experience working as a financial consultant in a consulting firm and auditor in an accounting firm. He is good at multiple currency accounting and consolidation. ● Xiaosa is a US Certified Public Accountant(CPA) and has master degree from New York. He was an senior consultant working for Top 500 companies, such as UBS, Zippo, and Compo etc. ● Xiaosa is expert in preparing the financial statement report and financial analysis. He successfully release the financial burden of the SME company. The owner of SME company can focus on their business. What services does Xiaosa provide? ● Finalized the Hong Kong/ China company audited report ● Open Hong Kong Bank, Register Hong Kong company, NAR1, SCR, Annual Audit, IRD tax filing etc. ● Providing solution to those clients who received Penalty Letter or Court Hearing etc. ● Work as client's secretary comapny to maintain their Hong Kong Company ● Dissolve the Hong Kong Company ● Setting up New Company accounts & Managing Chart of Accounts ● Recording, categorization and data entry of financial data ● Bank & Credit Card Reconciliation ● Create Invoice & Bill ● Maintaining Account Receivables & Payable ● Weekly, Monthly & Year End Reporting ● Consolidated Financial Statements, Financial Projections / Forecasting, Ratio Analysis, Key Performance Indicators ● Advance Complex Excel Modelling Assignments ● Sales Tax, VAT & Income Tax returns for IRS, HMRC ● Converting from One Software to Another ● Xero, Quickbooks Online, Wave, Zoho ● Some other task required for clients. What can you get from working with Xiaosa? ● Rich business resources in various fields in China ● Great negotiation skill which often makes unbelievable things happen. ● Deeply business financial analysis, cost-effective analysis. ● High enthusiasm to promote tough projects. ● Feasible advises on how to run your business. ● One-step service to support you expand your business. ● Have an excellent representative when you need someone to work on site.
    Featured Skill Auditing
    Cryptocurrency
    Blockchain
    Python
    Financial Analysis
    Chinese to English Translation
    Xero
    Bookkeeping
    Financial Reporting
    Intuit QuickBooks
    Financial Audit
    Tax Return
    Microsoft Excel
  • $25 hourly
    • 4.6/5
    • (82 jobs)
    "Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax Filing
    Featured Skill Auditing
    Visual Basic for Applications
    Data Analysis
    Google Docs
    Bookkeeping
    Xero
    Financial Analysis
    Business Writing
    Business Plan
    Wave Accounting
    Intuit QuickBooks
    Balance Sheet
    Bank Reconciliation
    Financial Audit
    Microsoft Excel
  • $105 hourly
    • 4.8/5
    • (34 jobs)
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, e-commece, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
    Featured Skill Auditing
    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Startup Consulting
    Business Planning & Strategy
    Cash Flow Analysis
    Financial Accounting
    Cash Flow Modeling
    Financial Modeling
    Pro Forma Statement
    Financial Analysis
  • $30 hourly
    • 5.0/5
    • (92 jobs)
    Your businesses speak to you! And they do so in the language of numbers!And you have to understand what they are saying to you, for you to understand and respond in an effective manner, just like it is with every relationship! And I am here to help you make sense of what your business is trying to communicate to you! When it comes to ME, its all about serving YOU! Are you fed up with people who make you false promises, and then vanish in thin air, mess up your books causing you a lot of problems or promise to clean up your books and left them even more messy? Do you want to your financial work done to a higher quality standard that complies with Generally Accepted Accounting Principles and meet your bookkeeping/accounting deadlines before the tax season? Do you want to work with someone to whom you are easily able to communicate, is cost effective, at the same time, good value for your money and above all, is someone who you can trust? If you do and look forward to a solid, fruitful and long lasting business relationship and require services in Bookkeeping, Financial Accounting, Financial Reporting or Cost Management, we should definitely talk. Please do not hesitate to contact me for a "No-obligation" chat or call. WHAT AM I ABLE TO HELP YOU WITH? At its base, I can help you with - Designing/reviewing your Chart of Accounts (COA), which is the foundation of your bookkeeping and accounting system, as to whether it is up to the mark for your business or whether it needs improvement. -Managing the Accounts Receivable and Accounts Payable worflows for you, -carrying out and reviewing your bank and credit card reconciliations, help you remove unneeded transaction and advise you as to how you could further improve your recon processes. -preparing financial statements, especially when it comes to adjusting for inventory, accruals, prepayments, depreciation and tax related transactions. -filing abbreviated accounts with UK Companies House and CT 600 forms One level up and it’s the following services: • If you have a messy set of books and are looking for someone to clean them up, then I am excited to help you! • If you want to plan for your future’s business but don’t know where to start, I can assist you in creating a financial plan • If you have budgets and forecasts in place but are not getting enough benefit out of them, I can assist in tweaking budgets and forecasts, looking at the underlying reasons of cost over runs and underspends with you, ensuring you use your budgets and forecasts in the most optimum form. • If you want to know how much your business has earned, what your cash flow is like and how much return you made on your employed capital, I can gladly assist. • If you want to create smooth workflows and effective controls at your organization, I am more than available to you. • If you want to make important decisions such as how much to sell and at what price in order to stay above the breakeven line. • If you are lost and cannot make a decision as to whether you should buy or invest in a particular business, I can sure be of use. • If you are selling your business or merging with another business and need some serious help with the books, then I am your choice! • If you would like a detailed but eye catching Business Plan made for you, I am more than happy to assist. WHY CHOOSE ME? You get the following benefits of working with me: • I have more than 10,000 hours of experience • I have an established 93% long term client retention rate • I boast a powerful, Twin Server, Integrated computer setup • I have proven experience in working with software such as Quickbooks Desktop/Online, MS Office Suite, Peachtree, Gusto, Bill.com,Freeagent, Asana and many more! • I am an honest person who only promises what he can deliver • I hold myself totally responsible for my work • I am always attentive to detail • When I start working with you, I make myself available to you for calls, meetings and collaborations • You would also find me very punctual • Being an analytical person, I would always question anything I deem to be out of place • I am deliberative so I try my best to explain the case scenario to you • I believe in getting the goals completed on time and to a good standard of your satisfaction WHO AM I? I am an Advanced Certified Intuit Quickbooks ProAdvisor (Online), Certified Xero Advisor, Cost & Management Accountant and Certified Financial Consultant, having more than 10 years of experience, specifically in the US market. If you are looking for a VALUE ADDED service that is second to none, I will be more than glad to serve you and rest assured, YOU WILL NOT BE DISAPPOINTED!
    Featured Skill Auditing
    Accounts Receivable Management
    Accounts Payable Management
    Financial Modeling
    Cost Accounting
    Xero
    Bookkeeping
    International Accounting Standards
    Financial Audit
    Accounting
    Financial Accounting
    Bank Reconciliation
    Intuit QuickBooks
  • $85 hourly
    • 4.8/5
    • (63 jobs)
    Certified Public Accountant with 13 years experience in small business, public and corporate accounting. Experienced in auditing, record keeping, financial reporting, financial data analysis, payroll, bookkeeping and accounting department management. Well versed in the methodology of mitigating financial risks based on strong financial planning. Believe in establishing efficient functional objective that are in line with strategic organizational objective that are based on ethical standards. Understanding of the importance of maintaining the integrity of fiscal data and modeling transparency and accountability through a thorough set of checks and balances. Strive to maintain a knowledge of new and upcoming/ proposed regulations. Services I Provide 🔹 Full Service Bookkeeping 🔹 Payroll Processing 🔹 Financial Statements/ Financial Reports 🔹 Budgeting creation and monitoring 🔹 Book "Tune-Up"/ Book Cleanups 🔹 Audit Assistance 🔹 Review of Accounting Processes 🔹Tax preparation and correspondence with IRS 🔹Audit, Review and Compilations 🔹Financial Forecasting 🔹 Other projects as requested I've got the education, the certification, and the experience. So, the BIG question is what sets me apart from the rest. 🔹 You will get a professional whose years of experience give them a unique perspective. 🔹 Your project and/or work will be completed on time if not before. 🔹 You will get a partner, not just a worker, to aid your organization in success. 🔹 You will get superior response times.
    Featured Skill Auditing
    GAAP
    Chart of Accounts
    Account Reconciliation
    Financial Reporting
    Financial Audit
    Financial Analysis
    Bookkeeping
    Bank Reconciliation
    Tax Planning & Advisory
    Balance Sheet
    Payroll Accounting
    Microsoft Excel
    Intuit QuickBooks
    Budget Management
  • $50 hourly
    • 4.5/5
    • (39 jobs)
    I Currently Work full time as an accountant in Mullingar. As part of my everyday tasks in my current position I: Prepare VAT Returns Payroll for a number of businesses on a weekly basis using brightpay, Collsoft and Thesaurus payroll packages. I am the Bookkeeper for a a number of Clients every month and Corresponding with different suppliers throughout the month. In keeping all control ledgers and Monthly reports update. I also prepare and audit accounts for various types of business including Companies, Sole Traders and farmers. These are designed on Sage accounts production, so i am very efficient on this programme. I also Submit all ROS submissions in a daily/weekly/monthly basis depending on when relevant submissions are due. I am confident that my excellent academic achievements and success in my career to date make me a strong candidate for this position. I would welcome the opportunity to work for with you and am available at any time. Please don’t hesitate to contact me I look forward to hearing from you shortly. Kind Regards, Ailish McGovern
    Featured Skill Auditing
    Sage
    Accounts Payable
    Accounting Basics
    Microsoft Excel
    Payroll Accounting
    Accounts Payable Management
    Bookkeeping
    Intuit QuickBooks
    Revenue Management
    Financial Accounting
    Corporate Finance
  • $65 hourly
    • 5.0/5
    • (9 jobs)
    Hi! I'm an energetic, knowledgeable and experienced accountant and Quickbooks advisor. I love working with people and numbers. I'm passionate about making sure entities have accurate, up to date financial information for business and tax planning. With in-depth knowledge of GAAP, accounts payable/receivable, payroll, general ledger and tax accounting, I work quickly and efficiently to meet deadlines every time. After 22 years as a tax practitioner, I changed focus to accounting services. I can help you streamline your company financials, analyze product/service costs and margins, and help you gain insights into your company's performance. I look forward to working with you!
    Featured Skill Auditing
    Accounting Software
    Bill.com Accounts Payable
    Bookkeeping
    Bill.com Accounts Receivable
    Microsoft Excel
    Chart of Accounts
    General Ledger
    Intuit QuickBooks
    Accounts Payable
  • $15 hourly
    • 4.3/5
    • (101 jobs)
    Diversified experience of Accounts, Finance and Budgeting & Planning, Product Costing in Oil & Gas, Textile & Plastic/Tin Manufacturing, and Construction industries. I am Bilingual and performance driven professional with Quality Expertise, ERP, Financial Statements (IFRS), Financial Models and Financial Analysis. Well versed with the preparation of financial Feasibility, Cost Vs Benefit analysis reports. Solid strength in Corporate Finance and Investment Evaluation. An effective communicator with good relationship building & interpersonal skills coupled with strong analytical, problem solving & organizational abilities
    Featured Skill Auditing
    Financial Modeling
    Financial Management
    CPA
    Financial Analysis
    Financial Projection
    Financial Statement
    Chartered Financial Analyst
    Management Accounting
    Business Valuation
    Mergers & Acquisitions
    Real Estate Financial Modeling
    Intuit QuickBooks
    Balance Sheet
    Cash Flow Statement
    Bookkeeping
  • $35 hourly
    • 5.0/5
    • (26 jobs)
    With over 10 years of experience, I have worked as a Team Leader overseeing a team of in-house accountants with a range of skill levels, from basic data entry personnel to certified accountants developing high-level solutions for international companies. I have a robust history of working successfully with a multitude of companies in various stages of growth, from start-ups and small businesses to large companies. I am now starting my own company as a sole freelancer exclusively on Upwork, with my employers' endorsement. As your point of contact, my accessibility is 24/7, so timezone differences are not an issue. I have connections with inexpensive accounting experts, accounting software developers, website developers, 3D rendering, and animation video experts to scale your business as it grows. My mission is to build long-term relationships with clients in all phases of their business. I possess distinguished international certifications in Certified Management Account (CIMA UK), Advance Diploma in Management Accountant (CIMA UK), Diploma in Management Accountant (CIMA UK), and Certified Business Accountant (CIMA UK). I have expert command in the following applications - QBO – Certified - Xero - Certified - Odoo - Wave - Zoho Book - QB Pro/Enterprise - Avalara - Fathom - Amazon - Dynamics / Business Central 365 - Stripe - Odoo implementation - Odoo Development - Tax Dome - PayPal - Bliss - UAE VAT I have successfully managed various projects for clients, including poultry producers, packaged food item distributors, Amazon traders, Shopify traders, grocery delivery mobile app startups, dropshipping traders, and real estate property traders. As a freelancer, I am hungry to build my business, so you can expect extremely prompt responses and turnaround to your communication. I am fluent in English (both written and spoken) and have an enormous amount of problem-solving experience to bring to your project, giving you the most cost-effective and quick results to keep your business moving forward. I am also savvy and creative and can think outside the box to come up with custom solutions that are an ideal fit for your company. If you're looking for an experienced and certified accounting professional with prompt communication, cost-effective solutions, and creative thinking, then I am the ideal fit for your project. Let's work together to achieve your business goals! Madiha (CGMA) (ACMA)
    Featured Skill Auditing
    Bookkeeping
    Microsoft Power BI
    Microsoft Dynamics 365
    Salesforce Lightning
    Management Skills
    Xero
    Wave Accounting
    Leadership Skills
    Cash Flow Analysis
    Zoho Books
    Financial Audit
    SAP
    Accounts Receivable
    Microsoft Excel
    Intuit QuickBooks
  • $40 hourly
    • 5.0/5
    • (13 jobs)
    A dedicated professional (ACCA – Fellow Member) with 11+ years of experience in Finance Services and Financial Reporting mostly on leading roles at globally renowned organizations such as “Apex Funds Services Ltd” (top 5 Fund Administrator), Ernst & Young (one of the big 4 audit firm) and “Miras Investments and projects LLC” (a renowned family office in Oman - Royal Family). Expertise: - Periodic Accounts / Accounting Report / Management Reports - NAV Report (Weekly, Monthly, Quarterly, Semi-Annually, Annually) - Handling Complex matters / Calculations (Management Fees, Performance Fees, Waterfall, Carried Interest, Catch-up, Equalization) - Regulatory Returns (DFSA returns, VAT returns) - Financial Statements of 10-12 Funds simultaneously including Consolidation (Simple / Complex group structures - Group Accounting) - Managing outsourced finance staff of different Locations (Amsterdam, Oman, UAE, Bahrain, KSA) including ACCA members and CAs. - Evaluating AKSA ODD report and presenting investment appraisal to Investment Committee Fields: - Private Equity - Real Estate including REITs - Mutual Funds / Sukuk, UCITS - Hedge Funds - Equity, Derivatives & Crypto Funds - Private Debt - FMCG/ Trading - Audit Evaluation work / Compliance: - Compliance check with rules and Financial Industry Practices - ILPA reporting requirements - Fund Administrator assessments - Investment manager fees assessment Designing and Automating process - Designed tool in advanced excel that generated GAZT tax compliant Arabic Rent Invoice from fee Schedule. - Designed different templates for the team (Cash Management tool, Expense schedules, Budgeting fund expenses, Variance analysis, Factsheet, emails templates, NAV pack generations using advance excel) - System knowledge: SAP, Oracle, Aexeo, Qlik Dashboards, Geneva, Metrosoft KYC Jurisdictions Handled complex private equity funds and REIT structures. This includes consolidations accounting ensuring compliance with the local requirements (Cayman, KSA, UAE- DIFC / DFSA, UAE - ADGM, Oman, Bahrain, Bermuda, Guernsey, BYI) Networking: - Access to networks of experts: big 4 auditors, big 5 administrators and investment managers Portfolio - NCB Capital (Eastgate Capital / AlAhli Bank / SNB Capital) – UAE (Multiple Private Equity and Real Estate Funds) - Jadwa REIT AL Haramain - Jadwa Investments – KSA - Jadwa Saudi REIT – Jadwa Investments - KSA - Bank Muscat Asset Management – Oman - Gulf Islamic REIT / GII DIFC – DIFC, UAE - Stonearb Capital – Cayman Island & DIFC, UAE - Mashreq Al-Islamic Sukuk Funds - DIFC, UAE - Arqaam Capital - Miras Investments LLC
    Featured Skill Auditing
    Pro Forma Statement
    Real Estate
    Private Equity
    Bookkeeping
    Internal Auditing
    Account Management
    Policy Writing
    Report Writing
    Data Analysis
    Fund Accounting
    Microsoft Excel
    Financial Accounting
    Bank Reconciliation
    Accounting
    GAAP
  • $50 hourly
    • 5.0/5
    • (46 jobs)
    Chartered Accountant (FCCA) and Certified Internal Auditor (CIA) with 16 years of experience with two of the Big Four firms (EY and Deloitte) and various industries. Specialties: Accounting | Finance | Tax | Audit Work History: Financial Statements | Financial Models | Budgeting | Bookkeeping (QuickBooks/Xero/Sage/ NetSuite) | Audit, and a lot more! I care about my profile rating/reviews, completion rate, and top performer badge; therefore, I do not apply for assignments that I'm not 100% sure about. If you have received my application, it means that I will provide the quality and speed that you are looking for. Please feel free to contact me.
    Featured Skill Auditing
    Cash Flow Analysis
    Financial Audit
    General Ledger
    GAAP
    Finance
    Financial Statement
    Financial Analysis
    Finance & Accounting
    Forecasting
    International Financial Reporting Standards
    CPA
    Bookkeeping
    Budget
    Financial Statements Preparation
    Financial Model
    Internal Auditing
  • $30 hourly
    • 3.8/5
    • (19 jobs)
    With 20 years of dedicated experience as a finance professional, I specialize in providing reliable accounting and bookkeeping support services tailored to help business owners not only achieve their goals but thrive in the long term. My Expertise: 📝 Setup of Accounting Systems: I guide you through selecting the right software and configure it for optimal efficiency, ensuring your accounting system is a powerful asset for your business. 💼 Meticulous Bookkeeping: Your financial data is meticulously organized and error-free under my care, providing you with a reliable foundation for strategic decision-making. 🔄 Seamless Data Migration: I ensure a smooth transition when transferring your financial data to new systems, minimizing disruptions and data loss. 🔍 Accurate Reconciliations: Every account and credit card statement is meticulously reconciled, leaving no discrepancies and ensuring your financial records align perfectly. 💰 Optimized Receivables Management: Improve cash flow and timely collections with my expert handling of your receivables, keeping your finances healthy. 💸 Efficient Payables Management: Keep your vendors satisfied and your finances in check with streamlined accounts payable processes, saving you time and resources. 📊 Compliant Financial Statements: Receive accurate and compliant financial statements, ready for thorough analysis and confident decision-making. 📈 Insightful Management Reporting: Gain valuable insights into your business's performance with customized management reports, highlighting key metrics that matter most to your success. 🔄 Comprehensive Statement Consolidation: For multi-entity businesses, I consolidate financial statements to provide a clear, comprehensive view of your entire operation. 🔍 Smooth Intercompany Transactions: Navigate complex intercompany transactions with ease, ensuring accuracy and compliance in every step. 📉 Strategic Budgeting & Forecasting: Plan for success with detailed budgets and forecasts tailored to your business's unique needs, guiding your financial decisions toward growth. How I Add Value: 📚 Solid Foundation with Accurate Bookkeeping: Your financial records are meticulously maintained, providing a reliable backbone for strategic decision-making. 📊 Empowering Decision-Making with Timely Reporting: Receive reliable financial reports promptly, empowering you to make informed, strategic decisions for your business's growth and stability. 📈 Driving Growth with Financial Analysis: Gain valuable insights with detailed financial analysis. Uncover trends, opportunities, and areas for improvement to drive your business forward. Why Choose Me? ✨ Decades of Experience: With two decades in finance, I bring a wealth of knowledge and expertise to every project. ✨ Reliability: Count on accurate work delivered on time, every time, with a keen eye for detail. ✨ Tailored Solutions: Customized financial solutions designed to meet your unique business needs, propelling your success and growth. Let's collaborate to optimize your finances, drive growth, and pave the way for your business to thrive. Reach out today to discuss how I can help empower your business to succeed!
    Featured Skill Auditing
    Chart of Accounts
    Financial Audit
    Invoicing
    CPA
    Month-End Close Assistance
    Financial Variance Analysis
    Income Statement
    Taxes
    Financial Statement
    General Ledger
    Bank Reconciliation
    Accounting Principles & Practices
    Intuit QuickBooks
    Bookkeeping
  • $60 hourly
    • 4.8/5
    • (75 jobs)
    Looking for a QuickBooks ProAdvisor accountant that can take stress away from your daily life? Someone that has been able to increase productivity by 200% - 300% and increase cost savings by 200%+? We are a great fit if you are thinking ❤️ I am tired of spending so much time on my books. ❤️ I want to make better decisions based off the numbers. ❤️ I’m not an expert but want to learn more. ❤️ I want to have someone that I can trust in my corner. ❤️ My books seem to become more of a mess every day. ❤️ Growing my business is my top priority. Working with me, you will ✔️ Learn more about your financial position. ✔️ Understand where your company is at any given time. ✔️ Know where you are compared to the market. ✔️ Receive constant feedback. ✔️ Have full transparency. ✔️ Learn how to use QuickBooks. ✔️ Gain more confidence in your knowledge. ✔️ Be able to make better decisions. Not every business is a client, some indications that we may not be a good fit include ☢️ Not worrying about your accounting practices. ☢️ Doesn’t want to understand QuickBooks Online in greater detail. ☢️ Are happy with where your company stands. ☢️ Doesn’t like to ask questions to understand how the company can become better. My background in numbers 💰 Increased efficiency and productivity by more than 200%. 💰 Increased cost saving by 300%. 💰 70% increase in customer retention. 💰 Increased staff retention by 20%. About my company, Esvea Solutions We care more about integrity over all other things and want you to succeed. Our focus is the use of QuickBooks and the APPs associated with the program. We are able to clean your books, reconcile, service payroll and get/keep you compliant. SOUNDS LIKE A FIT? NEXT STEPS Click the green ‘Invite to Job’ button in the top right corner of the page. Expertise: ⭐ QuickBooks Setup ⭐ Book Cleanup ⭐ Setup and Modify Chart of Accounts ⭐ Bank and Credit Reconciliations ⭐ Manage Accounts Receivables and Accounts Payables ⭐ Customer, Vendor, and Product Service List ⭐ Create Invoices and Bills ⭐ Employee Payroll ⭐ Receipt collection and management ⭐ Manage Sales & Purchases ⭐ Budgeting ⭐ Cash/Accrual Basis Reports for Management (Weekly, Monthly, Quarterly, Yearly)
    Featured Skill Auditing
    Light Bookkeeping
    Bookkeeping
    Administrative Support
    Accounting Basics
    QuickBooks Online
    Accounts Payable Management
    Bank Reconciliation
    Financial Accounting
    Accounting
    Accounts Receivable
    Account Reconciliation
    Intuit QuickBooks
  • $100 hourly
    • 5.0/5
    • (74 jobs)
    I'm a Certified Public Accountant - CPA (Licensed in North Carolina and South Carolina) and Chartered Financial Consultant® with experience in accounting, accounting system implementation/migration as a Project Management Professional (PMP), taxation, budgeting, not-for-profits, and financial planning. I am also a Certified QuickBooks ProAdvisor and Certified Xero Advisor, and have completed the AICPA's Not-for-Profit Certificate II. I have specific experience in developing budgets for nonprofits, tracking budgets, monthly, quarterly and annual financial reporting to the board of directors and other stakeholders, and more. I am knowledgeable in SAP, Abila MIP, QuickBooks, Xero, Wave, and Zoho accounting software and am able to learn new technologies quickly. I also have experience in the preparation and review of 990 tax returns for nonprofit tax returns, and have been successful in finding areas for correction where errors were previously overlooked. I have experience with personal and other corporate returns as well.
    Featured Skill Auditing
    Religious, Charitable & Nonprofit
    QuickBooks Online
    Nonprofit
    Nonprofit Industry Consulting
    Project Management Professional
    Nonprofit Organization
    CPA
    Personal Budgeting
    Financial Planning
    Intuit QuickBooks
    General Ledger
    Tax Preparation
  • $100 hourly
    • 5.0/5
    • (16 jobs)
    I graduated Summa Cum Laude with Institutional Honors with a Bachelor of Business Administration in Accounting degree. I have 7 years of experience at a public accounting firm and hold an active Certified Public Accountant (CPA) License. I also have 4 years of experience as a Controller at a large nonprofit organization. Public accounting experience: Assurance manager with experience performing, supervising, and reviewing audit, review, compilation, agreed upon procedure, Single Audit compliance, and employee benefit plan engagements within the nonprofit, healthcare, and manufacturing industries. I also have experience working with clients of varying sizes on projects including: - Compiling Financial Statements - Assisting with account reconciliations, posting journal entries, data entry, and managing covenant calculations - Maintaining fixed asset records - Designing and implementing internal controls - Creating useful spreadsheets for data analysis Controller experience: - Performing account reconciliations - Completing close process each month - Producing monthly reports: Balance Sheet, P&L, budget to actual analysis - Posting, reviewing, and approving journal entries - Reviewing and authorizing accounts payable transactions - Creating a multi-department annual budget - Developing templates to automate processes - Assisting with processing payroll - Applying for PPP Loan forgiveness - Overseeing annual audit - Compiling annual Financial Statements I have extensive training and experience with Microsoft Office programs, including Excel, Access, Teams, SharePoint, Word, and PowerPoint. I also have experience with many other software applications such as QuickBooks (desktop and online), Sage Intacct, TValue, CaseWare IDEA, CaseWare Working Papers, and ProFx Engagement.
    Featured Skill Auditing
    Financial Audit
    Financial Accounting
    Chart of Accounts
    GAAP
    CPA
    Sage Intacct
    Bookkeeping
    Data Analysis
    Financial Reporting
    Financial Analysis
    Intuit QuickBooks
    Data Entry
    Microsoft Excel
  • $25 hourly
    • 4.9/5
    • (19 jobs)
    A Certified Public Accountant, highly specialized in Accounting and Taxation that includes Financial Variance Analysis, Bank Reconciliation, Account Reconciliation, Tax Return preparation and Tax Return Filling for both Individual and Corporate clients. I have a PTIN registered with the IRS. I am also into Anti-Money Laundering Compliance, Data Entry, Data Extraction and Document Annotations.
    Featured Skill Auditing
    Account Reconciliation
    QuickBooks Online
    Financial Report
    Oracle NetSuite
    Accounts Receivable
    Accounts Payable
    Accounting Basics
    Balance Sheet
    Tax Accounting
    Income Statement
    Bank Reconciliation
    CPA
    Bookkeeping
    Tax Preparation
    Data Entry
  • $20 hourly
    • 4.8/5
    • (13 jobs)
    I am a versatile, reliable, and efficient Certified Public Accountant (CPA) under the Philippines with seven (7) years of combined rigorous trainings and experiences where I have gained proven skills that I continue to hone. I specialize in Accounting, Bookkeeping, Analytics, and Finance functions which include, but not limited to: - Overall set-up and migration of Accounting system and chart of accounts; - Full cycle bookkeeping based on comprehensive and up-to-date international Accounting standards, principles, and practices (including GAAPs); - Total accounts processing (including invoicing and billing), management, monitoring, and reconciliation; - Financial statements and reports preparation, generation, analysis, and projection; - Analysis, auditing, automation, forecasting, modeling, and custom dashboard and report preparation of complex raw data sets using Microsoft Excel at an advanced level; - Audits for compliance, forensic, and/or operational purposes; and - Data entry / ad hoc tasks. My goal and vision is that my valued clients will be able to allocate and dedicate their precious resources in growing their businesses in other aspects or spending quality personal time by taking Accounting, Bookkeeping, Analytics, Finance, Data Entry, and related Administrative functions off their busy schedules. Please feel free to contact me; I would love to hear from you! Thank you very much and have a great day!
    Featured Skill Auditing
    Sage
    Finance & Accounting
    Financial Accounting
    Financial Reporting
    Financial Statement
    Financial Audit
    Financial Management
    Analytics
    Bookkeeping
    Intuit QuickBooks
    Microsoft Excel
  • $15 hourly
    • 5.0/5
    • (22 jobs)
    I am a CPA with 9 years experience in accounting and auditing. I have served different clients both offline and online in different industry such as laundry, retail, education and not for profit organizations. I have vast experience using QuickBooks and excel. My focus is providing you; 1. Highly efficient bookkeeping 2. Timely and up to date financials 3. Cashflow projections and budgeting 4. Full accounting support for your business I seek opportunity in bookkeeping and financial reporting. You will find me efficient .
    Featured Skill Auditing
    File Management
    Google Workspace
    Google Sheets
    Google Docs
    Xero
    QuickBooks Online
    Account Management
    Financial Reporting
    Financial Analysis
    Bookkeeping
    Financial Audit
    Account Reconciliation
    Intuit QuickBooks
    Financial Accounting
  • $40 hourly
    • 5.0/5
    • (49 jobs)
    ✅ I’m a Top Rated Plus Bookkeeper/Accountant with over 14 years of experience and 1,000+ Upwork hours, providing elite bookkeeping and fractional controller/CFO services to fast-growing e-commerce, SaaS, service-based businesses, Real estate/construction/residential buildings and food chain businesses. I’ve delivered accurate, tax-ready books and strategic financial guidance for high-performing companies including: ✅ Chartmetric Inc. (SaaS/Tech – Music Analytics) ✅ Base86 Inc. (Healthcare Tech Startup) ✅ beMatrix USA (Manufacturing/Retail Display Systems) ✅ Oinker LLC (Amazon/Shopify E-commerce) ✅ Red Seats Venture (Digital Marketing Agency) ✅ Sullivan Sales LLC (Car dealership company) ✅ iniBurger (Fast food chains) 🧠 CPA Licensed | ✅ QuickBooks ProAdvisor | ✅ Xero Advisor Certified 100% Job Success Score | 20+ 5-star Reviews | Top 3% of Talent on Upwork ⭐ What I bring to your business: ✅ Mastery in QBO, Xero, Wave, A2X, Bill.com, and more ✅ Cleanup specialist — 1+ year of backlogs or messy books, resolved with precision ✅ Complex reconciliation expertise (PayPal, Stripe, Amazon, Shopify, multicurrency) ✅ Financial reporting tailored to tax accountants and strategic business needs ✅ Cash flow, budgeting, AR/AP systems, payroll integrations, and audit readiness ✅ Dedicated availability with fast, reliable turnaround I don’t just record numbers — I help make sense of them, turning your books into a powerful business tool. Whether you’re scaling your e-commerce brand, need investor-ready reports, or want your year-end filings stress-free, I’ve got you covered. 🏆 Reviews and feedback from high-profile clients 🏆 The client reviews below (also in my work history section) describe the quality of work and value that you can expect from working with me. ⭐⭐⭐⭐⭐ "Attention-driven, timely, and communicative." — Adrianne Phillips, CEO of Traveler's Q ⭐⭐⭐⭐⭐ "Deep understanding of Amazon, Shopify, A2X bookkeeping." — Brooke Renfroe, Oinker LLC ⭐⭐⭐⭐⭐ "Detail oriented and great with deep data dives." — Neil Patel, beMatrix USA ⭐⭐⭐⭐⭐ "Hayat was wonderful. He met all the deadlines, was able to work in our complex Excel files. He did very well with our complicated accounting process." - Alyssa Koch, Sullivan Sales LLC ⭐⭐⭐⭐⭐ "Helped me clean my books, cut costs, and prep taxes perfectly." — Mariam Haddad, Founder of Performance English LLC Let’s turn your financial chaos into clarity and growth. Reach out to see how I can add value to your business.
    Featured Skill Auditing
    Accounts Receivable Management
    Financial Reporting
    GAAP
    Xero
    Budget Management
    Financial Analysis
    QuickBooks Online
    Chart of Accounts
    Bank Reconciliation
    Accounts Payable
    Account Reconciliation
    Accounting
    Payroll Accounting
    Bill.com
    Bookkeeping
  • $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 Auditing
    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
  • $155 hourly
    • 5.0/5
    • (16 jobs)
    I am a Certified Public Accountant with full time employment as a Finance Director overseeing all facets of a $15.5M budget including but not limited to payroll, accounts payable & receivable, preparation of financials, reporting, cash flow forecasting, capital projects, acquisitions, contracting, risk management and development/monitoring of internal controls. Additionally, I have experience at a top 20 nationally recognized public accounting firm in audit and tax preparation across a wide variety of industries including construction, manufacturing, real estate and retail among others. I am well versed in management of state and federal grants, and am proficient in the use of Tyler Technologies Incode, QuickBooks, Excel and various related accounting software. Finally, I have served for over 20 years in the U.S. military, achieving the rank of Senior Master Sergeant (E-8) in the Air Force Reserve, where I direct all squadron functions as the Operations Superintendent of a 150+ member unit.
    Featured Skill Auditing
    Bookkeeping
    CPA
    Management Accounting
    Corporate Tax
    Intuit QuickBooks
    Budget Management
    Financial Audit
    Tax Preparation
  • $18 hourly
    • 4.9/5
    • (9 jobs)
    Are you overwhelmed with financial records, invoices, and admin tasks? Do you need a trustworthy professional who can handle your books while also keeping your operations running smoothly? With 10+ years of experience in bookkeeping and administrative support, I help businesses stay financially organized, streamline processes, and improve cash flow. I am detail-oriented, proactive, and committed to delivering accurate and timely results. 💡 What I Offer: 📌 Bookkeeping & Accounting Expertise ✅ Bank & Account Reconciliation – Ensuring 100% accuracy in financial records ✅ Accounts Payable & Receivable – Managing vendor payments & collections effectively ✅ Invoicing & Cleanup – Organizing messy books for clear financial reporting ✅ Financial Statements – Preparing Balance Sheets, Profit & Loss, and 📌 Virtual Assistance & Administrative Support ✅ Email & Calendar Management – Keeping your inbox & schedule organized ✅ Data Entry & Research – Delivering precise and efficient data handling ✅ Event Planning – Coordinating corporate events & team-building activities ✅ Document Creation – Designing newsletters, reports, and invitations via Canva 📌 Tools & Software I Use ✔ Accounting: Xero | QuickBooks Online ✔ Productivity: Microsoft 365 | Google Sheets | Adobe Acrobat DC ✔ Creative & Admin: Canva | Microsoft Office (Excel, Word, PowerPoint) ✔ E-Commerce: Shopify and Unleashed Inventory Management System 📌 Why Work With Me? ✅ Detail-Oriented & Reliable – Accuracy and confidentiality are my top priorities ✅ Time-Saving & Efficient – I help businesses focus on growth while handling the backend work ✅ Proactive & Flexible – I adapt to your needs and ensure seamless support Let’s discuss how I can help you organize your finances and streamline your business. 💬 Message me today, and let’s get started! 🚀
    Featured Skill Auditing
    Finance & Accounting
    Administrative Support
    Virtual Assistance
    Email Marketing
    Invoicing
    Xero
    Canva
    Inventory Report
    Customer Service
    Accounts Receivable
    Accounting Basics
    Accounts Payable
    Intuit QuickBooks
    Microsoft Excel
    Bookkeeping
  • $45 hourly
    • 5.0/5
    • (4 jobs)
    I am a commercial real estate professional with in-depth experience achieved over fifteen years in the industry. I work well independently and with little oversight. I respond to requests from executives, colleagues, and clients in a timely manner and can prioritize multiple ongoing projects. My roles have charged me to provide strategic guidance at times under lean conditions and limited resources. I have worn many hats and have led independently or charged overseeing a team to manage multiple assets and areas that included: ▪ Office, retail, and multi-family complexes with an aggregate market value of over $900 million. ▪ Report financial performance of properties such as collections, detailed expense ledger including current rent roll, bank statement and bank reconciliation report, payables, CAM reconciliations. ▪ Developed and implemented KPIs, budgets, capital planning, and marketing strategies aligned with Business Master Plans. ▪ Directed a variety of projects ranging from space planning for a new lease to upgrading an entire elevator system and HVAC central plant. I am passionate about real estate and property management. I would love the opportunity to further discuss the value that I can contribute to your assets or projects. I look forward to hearing from you.
    Featured Skill Auditing
    Bank Reconciliation
    Accounting Basics
    Business Plan
    Software Maintenance
    Financial Report
    Resolves Conflict
    Forecasting
    Budget Management
    Management Skills
    Budget Proposal
    Customer Service
    Business Management
    Economics
    Data Analysis
  • $125 hourly
    • 5.0/5
    • (27 jobs)
    I am a Certified Public Accountant (CPA) licensed by the California State Board. I am experienced with all aspects of financial reporting, tax and audit, US GAAP reporting, federal contracts cost accounting and reporting. I have over 18 years of experience at public and private companies, including high growth FinTech, Software, HealthTech, BioTech/Pharma, where I had various hands-on and manager level roles. I am authorized to practice before the IRS and state tax agencies. I can prepare and e-file your returns or resolve any notices and problems. I specialize in the new CARES Act relief, the ERC Employee Retention Tax Credit / ERTC / claims to the IRS for businesses which suffered due to the pandemic downturn. I am experienced tax professionals, who is dedicated to providing my clients with the most up-to-date and accurate tax advice. I understand the complexities of the tax code and the importance of minimizing tax liabilities while ensuring compliance with all applicable laws and regulations. My goal is to provide my clients with the peace of mind that comes from knowing that their taxes are in good hands. The services I am offering include the following: -Tax planning: I will work with you to develop a tax plan that takes into account the company's unique circumstances and goals. This plan will help minimize the company's tax liabilities while ensuring compliance with all applicable laws and regulations. -Tax preparation: I will prepare all necessary federal, state, and local tax returns for my client. I will ensure that all returns are filed accurately and on time to avoid any penalties or interest charges. -Tax representation: If you are audited or receive a tax notice, I will represent the company in all dealings with the tax authorities. I will handle all negotiations and communications with the tax authorities on the company's behalf, ensuring that the best outcome is achieved for the company.
    Featured Skill Auditing
    Financial Modeling
    Xero
    Sage Intacct
    International Financial Reporting Standards
    Bookkeeping
    CPA
    Certified Tax Preparer
    Financial Reporting
    GAAP
    SAP
    Financial Audit
    Payroll Accounting
    Intuit QuickBooks
  • $85 hourly
    • 5.0/5
    • (4 jobs)
    I'm an auditor and accountant with a passion for leveraging datasets to drive results and efficiencies in organizations. In my experience at a Big Four accounting firm, I have worked on projects large and small including companies in the Fortune 500 to family businesses. In particular, my experience extracting and transforming data from a raw format into usable product for our teams has been a valuable resource and saved the firm and our clients numerous hours. My experience with the firm also took me across the world, working both in Australia and the US and with clients and teams in all corners of the globe. Recently, I have settled into financial reporting roles and am looking to do a bit of extra work on the side for additional income as my wife and I save up to remodel our home and start a family. I hold my CPA license in the state of Ohio. I have extensive Excel experience including data extraction from databases and web sources, and transformation using PivotTables, calculated fields and What-If analyses. In addition, I have experience preparing financial statements in line with both US GAAP and IFRS accounting standards. I also have experience with data visualization programs using Microsoft PowerBI and TIBCO Spotfire. In particular I have developed dashboards for clients to project manage status and deliverables and visualize audit results across multiple locations and departments. Finally, in my career at a Big Four accounting firm and beyond, I have worked with hundreds of team members who I’ve witnessed take a plethora of career paths. I am eager to help students and young professionals who are looking to explore careers in the Big Four and internationally. In particular, I can assist with resume/CV drafting and editing and career path exploration.
    Featured Skill Auditing
    Financial Statements Preparation
    Account Reconciliation
    Bank Reconciliation
    Microsoft Excel PowerPivot
    Microsoft PowerPoint
    TIBCO Spotfire
    Excel Macros
    Data Extraction
    VLOOKUP
    Microsoft Excel
    Microsoft Power BI
  • $15 hourly
    • 4.9/5
    • (60 jobs)
    CPA Firms: Scale Your Practice & Boost Profits with Offshore Accounting Support Are you a CPA firm struggling with: ✅ High labor costs? ✅ Tight tax season deadlines? ✅ Limited capacity for new clients? I help small and mid-sized CPA firms outsource bookkeeping services —giving you the freedom to focus on high-value advisory services while reducing costs. As a remote offshore finance professional, I provide: 🔹 Accurate, timely bookkeeping to keep your clients’ finances in order. 🔹 Cost savings of 50-70% compared to in-house hiring. 🔹 Seamless integration with your existing workflows and software. 💡 Why Choose Me? 🔹6+ years of experience in managing books of offshore clients. 🔹Proficient in QuickBooks, Xero, and other leading accounting software. 🔹Sound understanding of U.S. tax regulations and compliance. 🔹Dedicated to delivering high-quality work on time, every time. If you're looking to scale without adding overhead, let’s talk! 📩 and discuss how I can support your firm.
    Featured Skill Auditing
    Xero
    Accounting Software
    Accounting Basics
    Light Bookkeeping
    QuickBooks Online
    GAAP
    Bookkeeping
    Microsoft Excel
    Data Entry
    Balance Sheet
    Accounts Receivable
    Cash Flow Statement
    Bank Reconciliation
    Intuit QuickBooks
  • $75 hourly
    • 4.9/5
    • (33 jobs)
    With nearly 15 years of experience in the accounting industry, I provide small and mid-sized companies with outsourced bookkeeping solutions and fractional Controller services. Specializing in QuickBooks: •catch-up (when you’ve fallen behind) •clean-up (sorting out errors) •set-up (helping structure your system) •bookkeeping (so you're tax-return ready) •reconciles (monthly, quarterly, or yearly) •consulting (when you just need help) •automation (so QBO works for you) •overhaul (to get key business insights)
    Featured Skill Auditing
    Financial Accounting
    Management Accounting
    Chart of Accounts
    Balance Sheet
    Income Statement
    Bank Reconciliation
    Account Reconciliation
    Cloud Services
    Month-End Close Assistance
    Financial Statement
    Financial Reporting
    Bookkeeping
    Accounting
    Intuit QuickBooks
    QuickBooks Online
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