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4.8/5
based on 1,024 client reviews
  • $30 hourly
    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.
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    Cryptocurrency
    Blockchain
    Python
    Financial Analysis
    Chinese to English Translation
    Xero
    Bookkeeping
    Financial Reporting
    Intuit QuickBooks
    Financial Audit
    Tax Return
    Microsoft Excel
  • $100 hourly
    Links LinkedIn Skills Global Financial Operations Management Strategic Planning and Execution Mergers and Acquisitions Financial Planning and Analysis Risk Mitigation Regulatory Compliance Cross-functional Team Leadership Process Design and Improvement Budgeting and Forecasting Profile Strategic Financial partner and business Advisor with 14 years of experience optimizing financial operations to ignite growth across the global organization. Proven ability to drive complex strategic initiatives, M&A activities, and financial operations for multi-million-dollar, multinational corporations.
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    CPA
    Finance & Accounting
    Financial Analysis & Valuation
    Management Accounting
    Financial Audit
  • $20 hourly
    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!
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    Sage
    Finance & Accounting
    Financial Accounting
    Financial Reporting
    Financial Statement
    Financial Audit
    Financial Management
    Analytics
    Bookkeeping
    Intuit QuickBooks
    Microsoft Excel
  • $15 hourly
    A bookkeeper who is quite experienced in using several accounting softwares such as Quickbooks, Xero, Wave and more. Been engaging in this freelancing job since 2011 catering to clients in the US, Australia, Europe, Canada and also in Asia. A graduate of Bachelor of Science inBusiness Administration major in accounting and also a graduate of Master in Public Administration I am highly organized and excellent skilled virtually perfect Accountant responsible for full charge Accounting/Bookkeeping functions. Able to efficiently prepare the complete set of financial statements as well as manage all accounts. Competent in maintaining accurate company-wide financial records and producing timely and precisely financial reports. Proficient in a number of accounting software applications ( Quickbooks online,Quickbooks desktop,Xero and Wave) . A hard worker and detail-oriented with a reputation for confidentiality and integrity. A very competent worker with more than 10 years experience in Accounting and Bookkeeping , Proven ability to recognize and resolve discrepancies. Strong planning and organizational skills resulted in a significant improvement in financial controls. Proactive approach evident in the implementation of more efficient computerized systems. Strong analytical and excellent financial reporting skills. A dedicated,trust worthy and honest worker focused on improving financial performance. Broad experience as an Accountant/Bookkeeper to American,Australian,Canadian and UK Companies . Accurate and organized with excellent analytical and reporting skills. A track record of adapting quickly and effectively to new technologies and applications. Here are the services that I can help you with: ✔Maintain an accurate record of financial transactions ✔Financial Statement Reporting ✔QuickBooks Setup ✔Bookkeeping Cleanup/Catch Up ✔Audit Review ✔Budgeting/Forecasting ✔ Data Migration ✔Third Party App Integration ✔Troubleshooting ✔Conduct reconciliation of all accounts on an as needed basis I am a fast learner, hardworking, and dedicated to provide the highest quality of work. I am available to work 40 hours a week or more if needed and cater EST OR PST time. If you think we're a good fit, hop me a call or chat. I look forward to working with you! Let's talk Lani
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    Editing & Proofreading
    Accounts Receivable Management
    Data Entry
    Bookkeeping
    Personal Administration
    Financial Reporting
    Wave Accounting
    Customer Service
    Xero
    Bank Reconciliation
    Account Reconciliation
    Financial Audit
    Intuit QuickBooks
  • $25 hourly
    "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
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    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
  • $50 hourly
    A seasoned professional with an extensive 10+ years background in regulatory compliance, anti-money laundering (AML), and financial crime (FinCrime). My career spans across diverse sectors, including FinTech, Regulatory Technology (RegTech), Cross-Border Payments, Employ on Record (EOR), Contractor Management, Money Services Businesses (MSB), Foreign Exchange, Cryptocurrency, Tokenization, Broker-Dealers, Crowdfunding, Non-Profit Organizations, and comprehensive Financial Services. Renowned for my leadership acumen and exceptional communication skills, I excel in fostering engagement and steering complex problem-solving initiatives. My expertise encompasses a broad spectrum of compliance-related responsibilities: from crafting and enforcing compliance processes, pioneering compliance automation solutions, to managing operational compliance. I am deeply passionate about all facets of financial crime compliance. My professional journey has been characterized by the successful development and implementation of robust compliance frameworks and cutting-edge, AI-enhanced RegTech solutions aimed at optimizing compliance operations and mitigating risk. This foundation not only ensures adherence to AML regulations but also supports sustainable product innovation, such as advancements in KYC and on-going monitoring technologies.
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    Company Policy
    Compliance Consultation
    FinTech Consulting
    Information Security
    Compliance
    Risk Assessment
    Regulatory Compliance
    Anti-Money Laundering
    Cryptocurrency
    GDPR
    Bookkeeping
    Financial Audit
    Internal Control
    Sarbanes-Oxley Act
  • $15 hourly
    A qualified chartered certified accountant with 10+ years of experience in accounting operation, audit, bookkeeping, and admin support to diverse industries. Bookkeeping & Accounting Systems - Xero, QuickBook, Caseware, SAP, Tally and MYOB, Dext, HubDoc, Mercia, bill.com CRM Systems - Odoo, Zoho, HubSpot, Aitable.ai Task Management Systems - Clickups, Asana, Notion MS Excel Expertise Allow me to add value to your business by providing: ● Keeping books up-to-date and books cleanups. ●Financial audit/statutory audit preparation ● Statutory and management account preparation ●Internal auditing and control ● Accounting operation/management accounting ● Admin support such as scheduling, calendar management, task management, inbox management and travel arrangement ● Lead generation, outreach. customer support and appointment setting. Countries : UK, USA, Australia, Ireland, Singapore
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    ClickUp
    Writing
    Slack
    Bookkeeping
    Intuit QuickBooks
    Xero
    Financial Reporting
    Financial Analysis
    Financial Audit
    Management Skills
    Social Media Management
    Virtual Assistance
  • $30 hourly
    Hello and welcome to my profile! I am a dedicated ACCA member with a strong background in accounting and finance, specializing in a wide range of services to meet your business needs. My services encompass: Bookkeeping which includes organizing financial data, reconciling accounts, and generating insightful reports that provide a clear picture of your company's financial health. Preparing year-end financial statements that comply with accounting standards and regulations. Corporation Tax, Personal Tax and VAT registration and preparation of returns.
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    Xero
    Product Research
    Value-Added Tax
    Amazon PPC
    Bookkeeping
    Amazon FBA
    Intuit QuickBooks
    Financial Projection
    Account Reconciliation
    Financial Report
    Balance Sheet
    Tax Preparation
  • $50 hourly
    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
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    Sage
    Accounts Payable
    Accounting Basics
    Microsoft Excel
    Payroll Accounting
    Accounts Payable Management
    Bookkeeping
    Intuit QuickBooks
    Revenue Management
    Financial Accounting
    Corporate Finance
  • $30 hourly
    Hello there, Thanks for visiting my profile. I am a highly organized and self-driven individual, passionate about establishing long-term professional relationships with clients. I am an accredited holder of a Chartered Accountant degree (equivalent to CPA) and Bachelor of Commerce degree with Accounts and Finance. I'm a QuickBooks Online Certified ProAdvisor. I am possessing several years of experience working as an Accountant for multiple mid-size companies and proprietor businesses. I am very flexible and easy to get on with and can make myself available as per your time zone. My expertise are: - Bookkeeping - Bank Reconciliation - QuickBooks Clean-up - Resolving accounting discrepancies - Set up QuickBooks accounting software - Accounts receivable & Accounts payable management - Accounting and financial reports - Cash Flow management My Education: - Chartered Accountant Degree (Equivalent to a CPA) - Bachelor of Commerce in Accounting - QuickBooks Online Certified - Xero Advisor I am available to discuss your project requirements and help you in managing your business accounts. Let's connect and discuss the details further. Regards, CA Vijayeta Chetnani
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    QuickBooks Online
    Forecasting
    Xero
    Financial Modeling
    Bookkeeping
    Intuit QuickBooks
    Oracle NetSuite
    Accounts Receivable
    Tax Return
    Balance Sheet
    Financial Report
    Microsoft Excel
    Cash Flow Statement
    Bank Reconciliation
  • $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
  • $50 hourly
    ''𝙏𝙊𝙋 𝙍𝘼𝙏𝙀𝘿 𝙋𝙇𝙐𝙎 𝙤𝙣 𝙐𝙋𝙒𝙊𝙍𝙆'' "𝟏2,5𝟎𝟎 𝘽𝙞𝙡𝙡𝙖𝙗𝙡𝙚 𝙃𝙤𝙪𝙧𝙨 𝙤𝙣 𝙐𝙋𝙒𝙊𝙍𝙆" "𝙀𝙭𝙥𝙚𝙧𝙞𝙚𝙣𝙘𝙚 𝙤𝙛 𝙬𝙤𝙧𝙠𝙞𝙣𝙜 𝙬𝙞𝙩𝙝 𝙁𝙊𝙍𝙏𝙐𝙉𝙀 500 𝘾𝙤𝙢𝙥𝙖𝙣𝙞𝙚𝙨" I am an ACCA and a qualified accountant with 8 years of experience. During these 8 years, I have worked in an Audit firm and several corporate companies. I have the following credentials: ACCA - Chartered Certified Accountant UK Advanced Diploma in Accounting and Business - Oxford (UK) CPA - Certified Public Accountant ICOM -Inter In Commerce CD - Diploma in Computer Science I have experience with several e-commerce platforms. Amazon FBA Shopify Walmart eBay I have experience with the following systems: QuickBooks PRO/ENTERPRISE QuickBooks Online (QBO CERTIFIED) Quickbooks Desktop Xero (Xero CERTIFIED) Wave Zoho Books One Up Odoo Taxomate A2X I have worked on the following aspects: Bookkeeping Bank Reconciliation Chart Of Accounts Inventory Tracking Accounts Receivables & Accounts Payables Prepared Financial Statements (Monthly, Quarterly & Annually) Prepared Audit Report Implementation of Accounting software (Quickbooks & Xero) Payroll Making bills and invoices. I have a proper high-speed internet and power backup facility so that I can provide you with uninterrupted service. Here are some of my current and recent clients: - Olympus: E-commerce (Xero, A2X, Amazon) - Weareviceroy: E-commerce (Shopify and Quickbooks Online) - Feed Biz: E-commerce (Zoho books, Amazon and Shopify, A2X, Taxomate) - Salex: E-commerce ( Amazon, Quickbooks Online, Xero, Taxomate) - SNL Company: E-commerce (Quickbooks Online, Amazon, Taxomate) - KCI Buildings: Construction Business (Xero, A2X, Taxomate) - BRL Ltd: Real Estate Business (Wave and Zoho books, A2X) - Virtualeap Finance: Software Development (Quickbooks Online) - Aubretia Software: Service Provider (Odoo, Quickbooks Online) - Atwater Strategies: Investment Company (Google Sheet, A2X) - Part My Ride: Manufacturing Business (Xero, Stripe, Slack, and Wire -transfer, A2X) - Sunberry Fitness: Gym (Quickbooks Online, Receipt Bank, Time Station, Asana, A2X) I would like to build my clientele further, and keen to get your business. My main objective is to have a successful long-term professional relationship with my clients. I strongly believe, that if I truly care for my clients, they will also care for me.
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    QuickBooks Online
    MYOB Administration
    Zoho CRM
    Account Management
    Finance & Accounting
    Xero
    Chart of Accounts
    Zoho Books
    Bookkeeping
    Bank Reconciliation
    Intuit QuickBooks
  • $65 hourly
    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!
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    Accounting Software
    Bill.com Accounts Payable
    Bookkeeping
    Bill.com Accounts Receivable
    Microsoft Excel
    Chart of Accounts
    General Ledger
    Intuit QuickBooks
    Accounts Payable
  • $15 hourly
    I am a CPA with 8 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 .
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    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
  • $110 hourly
    Jack is a licensed CPA and has Big 4 experience as an in-charge associate in auditing and deal advisory where he audited both private and public companies, and advised clients on mergers & acquisitions, financial reporting, technical accounting, and complex accounting change. Jack also has private credit / private equity experience in portfolio management, underwriting, valuation, managing through underperformance, and modeling. Jack also has experience in bookkeeping for small businesses.
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    Cash Flow Statement
    Finance
    Financial Reporting
    Management Accounting
    Accounting Principles & Practices
    CPA
    Underwriting
    Accounting Basics
    Financial Statement
    Finance & Accounting
    Microsoft Excel
    Accounting
    GAAP
    Financial Report
    Financial Audit
  • $20 hourly
    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.
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    Accounts Receivable
    Accounts Payable
    Accounting Basics
    Account Reconciliation
    Balance Sheet
    Tax Accounting
    Financial Reporting
    Income Statement
    Bank Reconciliation
    CPA
    Bookkeeping
    Tax Preparation
    Data Entry
    Tax Return
  • $10 hourly
    I am an experienced Bookkeeper/Accountant with expertise in financial analysis, presentation, confidence with finance and accounting concepts, and understanding of financial statements. I led a team that set up accounting software and improved processes in one of my handled companies since 2019 to generate financial reports and related financial schedules every month for management reporting that resulted to the following: - Developed forecasting tools and dashboards to analyze revenue streams, business pipelines and revenue variances that significantly resulted in an 8x increase in the revenue line of one of the handled companies from 2019 to 2023. - Streamlined client’s inventory management processes yielding to 5x inventory turnover and improvement in days in inventory in 2023. - Led financial due diligence to promote liquidity by ensuring timely collections of at least 98% of trade receivables within credit term in 2023. - Worked with IT Teams to set up SAP/S4HANa in 2022-2023 and NAV 2017 Accounting system in one of the handles companies in 2019. - Worked with IT Teams to set up Robotics Process Automations to streamline various processes due to the pandemic in 2020. - Worked with HR for the Investors in People (IIP) Accreditation of organization in 2019. I would love to have the opportunity to learn more about your business, your challenges, and your goals to see if there is a fit. Please allow me to invite you to hop on a call so we can discuss the scope of works and deliverables relevant to your challenges. Respectfully yours, Emeliza Fermin
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    Accounting Software
    Financial Reporting
    Xero
    Financial Planning
    Financial Analysis
    Bookkeeping
    Microsoft Office
    Microsoft Excel
    Intuit QuickBooks
    Account Reconciliation
    Financial Report
    Bank Reconciliation
  • $130 hourly
    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.
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    Bookkeeping
    CPA
    Management Accounting
    Corporate Tax
    Intuit QuickBooks
    Budget Management
    Financial Audit
    Tax Preparation
  • $15 hourly
    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
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    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
  • $125 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon 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
  • $10 hourly
    I am a financial accountant with a Bachelor's degree in accounting and nearly 15 years in the accounting field having high experience in accounting Systems. Egyptian Tax Registered Number 716-560-712 Egyptian Commercial Registered Number 22834
    vsuc_fltilesrefresh_TrophyIcon Auditing
    Google Sheets
    Odoo Administration
    Bookkeeping
    QuickBooks Online
    Accounting Software
    Finance & Accounting
    Odoo
    Xero
    Arabic
    Microsoft Excel
    Financial Audit
    Mathematics
    Zoho Books
    Intuit QuickBooks
  • $35 hourly
    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)
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    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
  • $45 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon 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
  • $75 hourly
    Focus on growing your business by leaving your accounting and bookkeeping work with the expert! Present Customer profile: ▾New start ups ▾Non profits ▾Growing start ups ▾Small and medium-sized established companies Extensive knowledge and experience with the following: ▸Quick books Online-Certified Advanced Pro Advisor/Desktop ▸Microsoft Excel and Word ▸Preparing & processing payrolls-940/941 /1099's/W-2's ▸Payment Processor/Merchant banking -PayPal /Stripe/Square ▸Paychex, Gusto, Intuit Pay cycle, T Sheets, Insperity Certifications and qualifications: ◾ CPA with over 10 years of experience ◾ Chartered accountant with both public accounting as well as audit experience Other Special services: ◆ Budgeting and forecasting ◆ Financial statement preparation and analysis ◆ Sales tax filings ◆ Cash flow management & Forecasting ◆ Setting up Chart of Accounts ◆ Bank reconciliations ◆ Quick Books training ◆ Getting books 'Tax ready' If you've fallen behind in your bookkeeping or looking to just get away from the daily accounting work involved with a business, look no further. My extensive knowledge of small and medium sized business accounting together with my expertise in multiple accounting applications will ensure that you are in the right hands.
    vsuc_fltilesrefresh_TrophyIcon Auditing
    Financial Statement
    Internal Auditing
    Sales Tax
    Intuit QuickBooks
    Bookkeeping
    Accounts Receivable
    Payroll Accounting
    Bank Reconciliation
  • $95 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon 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
  • $100 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Auditing
    Project Management Professional
    Nonprofit Organization
    CPA
    Personal Budgeting
    Financial Planning
    Intuit QuickBooks
    General Ledger
    Tax Preparation
  • $80 hourly
    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, 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 🔹 Book "Tune-Up"/ Book Cleanups 🔹 Audit Assistance 🔹 Review of Accounting Processes with Recommendations 🔹Tax preparation and correspondence with IRS 🔹Audit, Review and Compilations 🔹 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 an ACE, that is Accurate, Complete and Efficient Accounting Services. 🔹 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. I know that we can have a blast (yes I said blast) so send me a message and let’s setup a meeting to set your company up for success.
    vsuc_fltilesrefresh_TrophyIcon 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
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