Name: Bank Reconciliation specialists
Brand: Upwork
Rating: 4.6 (255 reviews)

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Clients rate Bank Reconciliation specialists

4.6/5

based on 255 client reviews

$100 hourly
- 4.9/5
- (59 jobs)
Introduction: - I am a licensed CPA and CMA in California with 10 years of professional experience. Throughout my professional career, I have developed extensive accounting skills from working as a corporate accountant at public companies and startups, and a tax preparer at a CPA firm. These skills and experience allow me to offer reliable accounting/tax services, and business consulting and analysis services to many clients. I am dedicated to providing quality, value, and service to meet my customer’s needs. I look forward to working with you, and helping your business run and grow. Here are the service I provide: Accounting and Tax: -Preparation of Financial Statement -Financial Modelling/Forecasting/Budgeting -Bank/Credit card Reconciliations -Journal Entry -Account Reconciliation -Accounts payables and Accounts Receivables -Personal and Small business tax preparation -Cash Management Analysis -Planning and Forecasting -Sales and used tax -Small company Property tax -Manage and reconcile prepaid and amortization -Experience in fixed assets and depreciation -Capital lease and operating lease accounting Software Skills: - Quickbook - Excel - Oracle R12 - Netsuites - Xero - Freshbooks Rate: $75 is hourly rate for bookkeeping. We charge tax service on fixed rate. California Accountancy License Number: 134770

Bank Reconciliation
Asset Management
Financial Management
CPA
Financial Statement
Property Tax
Cash Flow Modeling
Cost Control
Revenue Management
Tax Preparation
$75 hourly
- 5.0/5
- (20 jobs)
I am a CPA that offers detailed bookkeeping and tax return services for small businesses in the USA. I handle everything bookkeeping related and provide monthly updates so you can focus on growing your business. I have an Masters Degree in Accountancy and a Bachelor Degree in Business Administration with over 7 years experience in bookkeeping and tax accounting. I am currently employed as a CPA Tax Accountant at a CPA tax firm. I manage many different client's bookkeeping on a monthly basis and I have bookkeeping and corporate tax experience in many fields such as construction/contractors, health (doctors, clinics, & dentists), food service, e-commerce, breweries, real estate, and many more. I work fast and can take care of any of your Bookkeeping and Tax Return needs for a low fee with unlimited revisions for my work. If you need a lot of past catch up work, I can give you a discount. Please don't hesitate to ask any questions (I respond quickly). I am available for short and long term projects. All tax return related service will do be done through the company Temecula Valley Tax located in Murrieta, CA. (All work pay stays within UpWork) My Work Experience (Resume) as a Senior Accountant include the following responsibilities: • Preparing tax returns: Forms 1040, 1120, 1120s, and 1065. Mostly small business clients from a broad range of industries. Well knowledgeable and capable of advising clients. • Bookkeeping services: Preparation of financial statements and making any adjustments necessary to accurately close out the time period. • Payroll services: Setting up clients for first time payroll, maintaining client payroll on a regular basis, filing quarterly and yearly forms, educating clients on payroll software. • Sales Tax Filings: Filing sales tax and any other excise tax for clients. • Training & Supervising employees (and clients) and reviewing their work for accuracy. • Maintaining a high attention to detail while working in a fast-paced environment. • Advising clients based on their needs and acting as a sales representative for the company. • Audit support through gathering relevant information and filing required forms (Workers Comp Audits or Sales Tax Audits and any other Tax Related Audit for small businesses). • Tax Resolution services: Contacting the IRS and State Governments to resolve client issues ranging from a broad list of problems. • Tax Research: Capable of researching complex tax issues and constantly learning new laws and regulations necessary to maintain my CPA status. • Knowledgeable of Accounts Payable/Accounts Receivable procedures and capable of fixing issues. • Broad range of knowledge in various business industries such as restaurants, real estate rentals/investments, consulting firms, retail and service based businesses. I am fully knowledgeable on how to incorporate a business and maintain yearly licenses/registrations for clients. +++++++++++++++++++++++++++++++++++++++ Included in my Bookkeeping Services: • Preparation of Financial Statements (Balance Sheet, Profit & Loss, Cash Flow Statements) • Setting up a new company file (Chart of Accounts) • Entry of Bank/Credit Card transactions • Bank & Credit Card Reconciliation • Required Monthly Adjustments for Payroll, Loans, POS Merchant Processor, etc... • Converting from One Software to Another • Answer any accounting/tax related questions. • Tax consultation services. • Payroll Tax Form filing and paying employee wages. • Sales Tax and Excise Tax filings. • I work with: Quickbooks Desktop & Online, Xero, Freshbooks, Wave, & Billy Apps. I am a fast learner and can work with any other online software you may have.

Bank Reconciliation
Accounts Receivable
Accounts Payable
Sales Tax
Taxes
Tax Accounting
Accounting
Bookkeeping
Payroll Accounting
Data Entry
Intuit QuickBooks
$45 hourly
- 5.0/5
- (27 jobs)
⭐⭐⭐⭐⭐"Eric is a life safer! Accounts payable using Quickbooks Online was passed on to me when our bookkeeper quit. I had very little training. After months of trying to figure it out on my own, I discovered Eric and he has been a life saver! He helped me to understand the big picture of QBO; how to correct my mistakes; how to understand reports, etc. He also helped me to better utilize Excel. He is very patient, kind, and explains things really well. I already recommended him to a friend who is trying to figure out QBO. " - Debbie E, Church of Christ I am a Quickbooks Online Expert and finance professional that helps small business owners learn and understand their business finances to take actionable steps towards more profits. Here's I can help: ✅ Establish the initial set up of Quickbooks Online (QBO), complete a catch up of your QBO, or build monthly process for the keeping up of your monthly bookkeeping. ✅ Help you select the best Apps and QBO integrations to optimize your accounting processes. ✅ Provide a look into your current and future cash flows through a planning forecast. ✅ Build a target budget and plan your profits. ✅ Help teach you the minimum required info to use Quickbooks Online. My simple three step onboarding: 1) Add me as an Accountant user to your Quickbooks Online account. 2) Provide read-only access to your bank(s), credit card(s), and any existing loan statements 3) I clean up, catch up, and set up your books so you don't have to worry about your numbers. I have been working with Quickbooks since 2018 and have my Pro Advisor certification for Quickbooks Online. If you think we are a good fit, the next step is to send me a message so we can hop on a quick call to chat about your project. And don't worry - there's no obligation to get involved, it's merely to confirm/validate if we'd be great for each other. Looking forward to connecting!

Bank Reconciliation
Budget Planning
Forecasting
Financial Analysis
Financial Statement
Accounts Payable Management
QuickBooks Online
Bookkeeping
Intuit QuickBooks
Accounting
$125 hourly
- 5.0/5
- (21 jobs)
Haroon Imtiaz, CPA provides accounting, tax, and advisory services to individuals, small to mid-sized businesses, as well as institutional clients across the United States, Canada, and the United Kingdom. Haroon Imtiaz, CPA has over 15 years of working experience which importantly includes around five years of working experience in Big 4 audit firms. He has provided Audit and Assurance, Risk Advisory, Due diligence, and Accountancy services for various Public & Private sectors while working in managerial roles at KPMG and PWC. In recent years, he has led various engagements, advising some of largest public listed institutions and government agencies in various projects ranging from audits as per GAAS, IAS, and Big Four Audit Methodologies; and various GAAP, IFRS, and regulatory compliance engagements. He is a California-licensed CPA. In his role as Advisory Leader, he is responsible for driving a sustainable practice with strong markets and client focus while upholding the quality agenda.

Bank Reconciliation
Marketing Audit
Accounting Software
CPA
Bookkeeping
IRS Income Tax Audits
QuickBooks Online
Xero
Financial Accounting
Intuit QuickBooks
Tax Return
Tax Preparation
Financial Audit
$40 hourly
- 4.8/5
- (20 jobs)
Are you approaching a tax deadline and use QuickBooks Online, Xero, or other accounting software? I can help you ensure your books are tax-ready. I am Ahmed Taufiq, a Certified Public Accountant (CPA) with over 14 years of experience I am also a certified QuickBooks ProAdvisor and Xero Advisor, demonstrating my expertise in these essential accounting platforms. My Qualifications Certified Public Accountant (CPA) with 14+ years of experience and a proven track record Upwork Top Rated - Top 10% of talent Certified QuickBooks ProAdvisor Xero Advisor Certified My Services I provide a comprehensive suite of accounting services to help you streamline your financial operations and make data-driven decisions. My services include: - Accounting System Setup and Management: I can help you set up your accounting system, ensuring it is configured to meet your specific needs. - Record keeping: I will meticulously manage your accounts payable and receivable, reconcile bank statements, and maintain accurate financial records. - Financial Reporting and Analysis: I can generate insightful financial statements and reports to help you track your performance and make informed financial decisions. - Tax Preparation: I can assist you in preparing for tax deadlines by ensuring your books are accurate and up-to-date. - Software Expertise: I am proficient in a variety of accounting software programs, including QuickBooks, Xero, Sage, Zoho, and Wave Accounting. Why Choose Me? - End-to-End Solutions: I provide a holistic financial solution, from initial setup to ongoing maintenance and strategic financial advice. - Client-Centric Approach: I take the time to understand your unique needs and exceed your expectations. - Continuous Learning: I am committed to staying up-to-date on the latest industry trends, software updates, and regulatory changes. - Data-Driven Insights: I leverage my financial analysis skills to provide you with actionable insights to improve your business performance. - Transparent Communication: I believe in clear and consistent communication, keeping you informed throughout the entire process. Ready to Focus on What Matters Most? Let me handle your accounting needs so you can focus on what truly matters - growing your core business. Contact me today for a free consultation!

Bank Reconciliation
Data Analysis
Financial Analysis
Xero
Forecasting
Finance & Accounting
Sales Tax
Client Management
Financial Statements Preparation
CPA
Wave Accounting
Analytical Presentation
Internal Auditing
QuickBooks Online
Financial Consulting
US Taxation
Financial Audit
Microsoft Excel
Accounting
Financial Projection
Bookkeeping
Zoho Books
$35 hourly
- 5.0/5
- (14 jobs)
If you are in need of a professional bookkeeper to set up and maintain your accounting books in compliance with Accounting Principals and tax regulations, look no further. I am a Certified bookkeeper with Accounting Degree, specializing in Corporate, LLC and Solo Proprietor bookkeeping. I also have obsession with fixing incorrectly setup and maintained books. No mess is too hard for me. And I train business owners to correctly use QBO, if they have to use it on their end. I provide monthly, quarterly or year-end (your choice) clean and accurate Financial Statements with evaluation of earnings and spending. Additional services: 1099NEC filing, sales tax return services, business property tax, DBA startups and SOI filing.

Bank Reconciliation
Accounting Principles & Practices
Sales Tax
Microsoft Office
Financial Statement
Accounts Receivable Management
Accounts Payable Management
Account Reconciliation
Microsoft Excel
Cash Flow Statement
Transaction Data Entry
Bookkeeping
Balance Sheet
Accounting Basics
Intuit QuickBooks
$48 hourly
- 4.9/5
- (10 jobs)
✅QuickBooks Online Setups, Cleanups, Catchups ✅QBO Training, Tricks and Tips ✅Accurately record all financial transactions, including sales, refunds, bank deposits, and expenses ✅Manage Accounts Payable and Accounts Receivable ✅US sales tax & use filings and sales tax nexus including CDTFA and multiple state filing ✅Payroll processing with 3rd party software (QBO, Gusto, ADP, Paychex) ✅1099 Tracking and yearly filing ✅Budgeting & Cash Flow Forecasting ✅Review of processes with recommendations ✅Prepare + maintain financial reports: profit and loss, balance sheet, and cash flow statements ✅Maintain organized and up-to-date financial records, ensuring data integrity and confidentiality ✅Ability to collaborate in US Eastern, Central, Mountain, and Pacific time zones I'm a virtual bookkeeper with over 6 years QBO experience here to help with all those spinning plates in your business. My bookkeeping skills started with my own brick-and-mortar business of upholstery & vintage wares and continued with a fast-paced bar & restaurant. What was a common thread between my self-employed friends? There is not enough time in the day to get their books in order and understand their numbers. My love of small businesses led me to step in and help relieve the stress of doing it all. I partner with various wonderful businesses, from e-commerce to restaurants, transportation logistics to art consultants. Let's chat about how we can partner together to continue your success! Software Roll Call📢: QuickBooks Online, Google Workspace/Gsuite, Microsoft Excel, Salesforce, Smartsheets, Bill.com, Little Green Light, QBO Payroll, Gusto, Paychex, ADP, Square, PayPal, Stripe, Shopify, Melio, Wise, Zelle, Zapier, Asana, DropBox, Toast, Clover, Avalara, Track1099, TaxJar, Adobe Photoshop, Canva, Arternal, ArtBinder, Wrklst, Slack, Zoom, Loom...

Bank Reconciliation
Spreadsheet Skills
Numeric Fluency
Training
Cash Flow Statement
Sales Tax
QuickBooks Online
Ecommerce
Gusto
Balance Sheet
Payroll Accounting
Bookkeeping
Accounts Receivable
Accounts Payable
Intuit QuickBooks
$50 hourly
- 4.8/5
- (24 jobs)
An Accountant/Bookkeeper and a tax preparer with over 10 years’ experience in analysis, preparation, maintenance and reports of various financial records, accounts and funds. A career supported by a Bachelor's of Science in Accounting, Master's degree in Business Administration and a certified US Army Finance Technician. I am a Quickbooks Online Certified ProAdvisor (Advanced) with vast knowledge on a lot of accounting software; Quickbook Desktop, Ajera, Freshbooks, also software like Bill.com, Microsoft excel, Word, Powerpoint, QODBC. I handle setup and maintenance of accounting systems for clients that belong to different industry sectors, such as Real Estate, E-Commerce/Retail, Medical, Construction, Marketing & Consulting, and Hospitality. - Accounts Receivable and Accounts Payable management - Payroll and Payroll taxes for various industries. - Advance use of QuickBooks applications, Wave, FreshBooks, Xero applications. - 3rd party business application integration with Xero, Wave and QuickBooks Online - Financial Reporting & Year End Accounts - Sales Tax Compliance and Preparation of Sales Tax Reports - Filing of Returns - Consistent Upkeep and Management (Weekly, Every Two Weeks, Monthly, etc.) - Accounting Software Setup, Organization, and/or Management - Item List and Chart of Account Organization - Bank and Credit Card Reconciliations Kindly reach out today, let's talk!

Bank Reconciliation
Business Management
Accounts Payable Management
Light Bookkeeping
Spreadsheet Software
Invoicing
Bookkeeping
Financial Audit
Cost Analysis
Account Reconciliation
Accounts Receivable
Financial Report
Accounts Payable
Intuit QuickBooks
Accounting Basics
$50 hourly
- 5.0/5
- (8 jobs)
Never worry about your bookkeeping again! My team specializes in helping business owners in the real estate industry free up their time to focus on growing their businesses. The name of my business is Spark Bookkeeping LLC and we are accepting clients as capacity allows. My team specializes in all things real estate; from construction to real estate investing we have seen a thing or two so we know a thing or two. We are experienced in job costing and tracking proft and losses by properties. We are able to track projects by cost codes and give you actionable financial data. My team is committed to providing you with accurate information that is easy to understand. We want to help you make smart decisions for your business so you can increase your profits and achieve great success. Are we a good fit for you? - Would you like to take accounting of your plate? - Would you like someone who understands the Real Estate Industry? - Are you using (or ready to switch to) QuickBooks Online? - Do you need an expert who can teach you what you need to know, in plain English? - Would you like to be able to ask an expert your questions as needed? If you answered yes to the above questions, here are ways we can help you with your small business. 1. Set Up, Catch Up, and Keep Up your QuickBooks Online Bookkeeping so you don't have to worry. My team will: -Accurately record your transactions so you can have clean, tax-ready financials. -Keep a clean paper trail and attach supporting documentation in QBO. -Pay your bills for you using QuickBooks bill pay. -Reconcile your bank accounts so you can be sure the numbers are right. -Customize reports so you can understand the numbers and gain actionable insights. 2. Help you choose the right Apps to integrate with QBO and streamline your processes. 3. Work with you to forecast cash and be prepared for upcoming cash needs. 4. Set up a budget and monitor performance against the budget. 5. Teach you what you need to know as a small business owner about QuickBooks Online. My Qualifications - I have been working with QuickBooks since 2016 and have the QuickBooks online certification and the Advanced QuickBooks online certification. - I am an actively licensed Certified Public Accountant licensed by the California Board of Accountancy. - I earned my Bachelor's in Accounting in 2019. Here's what I want you to do next: The next step is to send me a message to start a conversation about your project and your needs. Don't worry - there's no obligation and the goal is to see if we are a good fit to work on your project together. At the very least, you'll get my input on your bookkeeping situation. We can help with everything from coding bank transactions, managing accounts receivable and payable, reconciling bank and balance sheet accounts, preparing monthly financial statement packages, and preparing the books for your tax preparer at year-end. If we are a good fit, you'll get tax-ready, accurate, and timely financials prepared by an expert you can rely on. Small disclaimer: We move any customers met through Upwork to our own billing platform, so the earnings and jobs will not be accurate. Send me a message, and let's chat!

Bank Reconciliation
Bill.com Accounts Payable
Receipt Parsing
Budgeting & Forecasting Software
QuickBooks Online
Financial Reporting
Information Technology
Expense Reporting
Nonprofit
Accounts Payable
Bookkeeping
Accounts Receivable
Intuit QuickBooks
$45 hourly
- 5.0/5
- (8 jobs)
I love helping clients with their books! I’m a bookkeeper with more than 7 years experience in all aspects of accounting: Accounts Receivable (Invoicing Customers), Accounts Payable (Paying the Bills), Account Reconciliation (balancing your statements), Payroll, Generating Reports, Account Clean up, Account Catch up, etc. I am very detail oriented. I am a certified advanced QuickBooks Online ProAdvisor. I'm a certified Xero advisor. I am also a certified QuickBooks Online Payroll ProAdvisor. I am a certified Expert with bill.com and I’m Hubdoc certified. I’ve also passed the Intuit Academy Bookkeeping Exam, and I am ready to help you with all your QuickBooks and bookkeeping needs!

Bank Reconciliation
Xero
Wave Accounting
Accounting Report
Chart of Accounts
Accounting
Journal Entries
Account Reconciliation
Google Sheets
QuickBooks Online
Bookkeeping
Accounts Payable
Accounts Receivable
Microsoft Excel
Intuit QuickBooks
$45 hourly
- 5.0/5
- (14 jobs)
Professional bookkeeper with a Master's degree in Accounting with extensive experience in reconciliations, creating a chart of accounts and connecting Bill.com to your accounting software. QBO ProAdvisor certified, FreshBooks certified and Bill.com certified. I do full-cycle accounting for a variety of business sizes, which can include payroll if needed. Also available for QBO/Bill.com training if needed. Contact me to learn more!

Bank Reconciliation
FreshBooks
Expensify
Bill.com
Accounting
QuickBooks Online
Month-End Close Assistance
GAAP
Payroll Reconciliation
Account Reconciliation
Accounts Receivable
Accounts Payable
Intuit QuickBooks
Payroll Accounting
Bookkeeping
$35 hourly
- 5.0/5
- (5 jobs)
I received my bachelor’s degree in Business Administration from Chapman University while minoring in Accounting at UCLA. With over a decade of experience in various industries, I will help you to bring order to chaos, add structure to your organization and help you straighten up your books. Here are just some of the things I can help you with: -Remote Bookkeeping Service (All QuickBooks versions) -Accounts Payable -Accounts Receivable -Reconciliations -New company QB set-up -1099's -Bank Reconciliations -Company Financial Reports ( BS, Profit& Loss) -E-commerce, Retail, Wholesale Hablo español - I speak Spanish Con mas de una decada de experiencia en varias industrias, le puedo ayudar en ordenar sus libros para que pueda estar listo para sus impuestos. Estos son los servicios que le puedo ayudar: - Cuentas por pagar - cuentas por cobrar - Reconciliacion de bancos - Instalar QB - Crear estados financieros - 1099.

Bank Reconciliation
Bookkeeping
Intuit QuickBooks
$70 hourly
- 5.0/5
- (13 jobs)
As a business owner myself, I know you have a lot on your plate; let me help keep your books to update and accurate, so you can peace of mind. Nobody likes losing sleep over messy overwhelming books! I can assist in: - Bookkeeping Services • QuickBooks Online Cleanups • QuickBooks Online Catch ups • Categorizing bank and credit card transactions in Quickbooks • Bank Reconciliations • Complete end of month closing procedures • Accounts Payable • Accounts Receivables • Sales Taxes • Payroll Services QuickBooks Online is my preferred system to work with. - Accounting support for Insurance Brokers • Direct Bill Commissions Processing • Bank Deposits for both Operating and Trust Accounts • Commission Payable Reports • Bank Reconciliations • Month End Procedures • Proficient in the following accounting systems: Sagitta, Dias, TAM, AMS360, AFW, Epic and AgencyBloc, I offer training for QuickBooks Online, Asana, AMS360, Sagitta, TAM, AFW and AgencyBloc.

Bank Reconciliation
Insurance Agency Operations
Shopify
Microsoft Excel
Bookkeeping
Data Entry
Intuit QuickBooks
Accounts Receivable
$35 hourly
- 5.0/5
- (16 jobs)
"Working with Vaishali has been a breath of fresh air. She certainly knows what she's doing, and does it very well. In a short amount of time, she's already helped my business. I'm so happy we got to connect, and I look forward to continuing to work with her for years to come!" Hello!!! If you are in need for an experienced bookkeeper and use QuickBooks Online, let's talk. I have a Bachelors Degree in Accounting, a QuickBooks Online Certified ProAdvisor, over 8 years bookkeeping and accounting experience plus I take my business serious. When you work with me you have the confidence that I am a professional at all times. I specialize only in QuickBooks Online and work with many Real Estate Agents, Content Creators and Small Businesses. My goal is to help businesses analyze their business so they can make proper decisions to help their business grow. I take the "paper" out of paper work to allow you to focus on your business. Over my career I have worked for Private companies (doing full charge bookkeeping) where I had a wide range of duties, including reconciling, full charge bookkeeping, accounts receivable, accounts payable, etc. I multi-task very well, I am fast and efficient, organized and detail oriented. I enjoy working with numbers (I always have excelled in Math) and I love what I do. I give great client service and have always had very happy clients. I am looking to grow my small bookkeeping business and I am looking to take on long term clients. Small or Large..., I welcome you to invite me to interview for your bookkeeping or accounting jobs. Over the years it has been my “specialty” to clean-up after less experienced bookkeepers by getting a company’s books in order and then maintaining their integrity. Integrity of a company’s books is my goal with each project. I am fast and efficient and worth the cost. Tired of paying those fly by "bookkeepers" and having to clean up their mess. I am affordable...less than what you would pay your CPA and I am good at what I do. You won't be disappointed.

Bank Reconciliation
Sales Tax
Xero
QuickBooks Online
Balance Sheet
Cash Flow Statement
Bookkeeping
Financial Audit
Intuit QuickBooks
Data Entry
Financial Report
Accounts Payable
Account Reconciliation
$50 hourly
- 4.7/5
- (26 jobs)
With over 15 years of experience, I consider myself an Accounting Ninja. My experience includes AR, AP, Credit/Bank Recons, Payroll Processing, Commissions Calculations, Light HR work and Monthly Reporting. I have worked for different types of industries to include Retail, Sales, Online Marketing, Event Planning, SAAS, Gaming Companies, Travel Nursing and Recreation Management. I consider myself an Excel Guru as I have been working in it since 2006. If you are looking for someone who is dependable, efficient, accurate and easy to work with, you have come to the right place!

Bank Reconciliation
Data Entry
Human Resource Management
Financial Reporting
Accounts Receivable Management
Accounts Payable Management
Data Collection
Intuit QuickBooks
Payroll Accounting
Microsoft Excel
$30 hourly
- 5.0/5
- (24 jobs)
Vicki Armstrong Bookkeeping Solutions will effectively and efficiently take care of your bookkeeping needs, so you can concentrate on building your business to generate profits and pursue new opportunities. We provide: - Top-quality numerical and data analysis skills: for the highest accuracy - Data gathering and recording expertise: detail-oriented and efficient - Professional and timely reporting: to communicate your financial position, increase cash flow and profit What makes me a great choice for your bookkeeping: - Trained and experienced in bookkeeping - Certified QuickBooks ProAdvisor - Member of the American Institute of Professional Bookkeepers - Scientific background: expert in data analysis, numerical skills, accurate reporting, problem-solving, and critical thinking - Excellent communication skills and a reputation for being extremely reliable

Bank Reconciliation
Xero
Science
Environmental Science
Leadership Skills
Accounting Basics
Molecular Biology
Customer Service
Biochemistry
Accounting Software
Bookkeeping
Cellular Biology
Biology
Intuit QuickBooks
$30 hourly
- 5.0/5
- (14 jobs)
✅ Top 10% Talent on Upwork ✅ 7+ Years of Experience ✅ 104+ Projects Delivered ✅ Over $100,000 saved for clients annually ✅ Worked with $10M+ Revenue Companies ✅ Certified QuickBooks ProAdvisor & Tax Expert Hi there! I’m Muhammad, an experienced accountant and Certified QuickBooks ProAdvisor with over 7 years in the industry. I’ve worked with businesses generating over $10M in revenue, helping them save more than $100,000 annually through smarter bookkeeping and tax strategies. My goal is to keep your financials in order while ensuring you’re fully prepared when tax time rolls around. I specialize in solving complex financial issues by organizing and optimizing bookkeeping systems, handling payroll, and navigating e-commerce platforms like Shopify and Amazon. With my deep knowledge of US tax forms and QuickBooks/Xero, I make sure you’re maximizing deductions and staying compliant, giving you peace of mind. Clear, proactive communication is at the heart of my work. I keep my clients updated regularly, ensuring they never have to chase me for information. Whether it’s a quick check-in or a detailed report, I make sure you always know what’s going on with your finances. If you’re looking for a reliable financial partner who can handle your bookkeeping and tax needs, let’s connect. I’d love to help you take control of your finances and focus on growing your business.

Bank Reconciliation
QuickBooks Online
Data Entry
Accounts Receivable
Accounts Payable
Tax Law
Certified Tax Preparer
Accounting
Tax Return
Microsoft Excel
Intuit QuickBooks
US Taxation
Payroll Accounting
Taxation
Bookkeeping
$18 hourly
- 4.7/5
- (107 jobs)
I have worked for many years as a full charge bookkeeper/accountant for a private company in Toronto and more recently for several Canadian and US based companies through Upwork. I have developed strong expertise in the Quickbooks software (incl. Quickbooks Online) and skill set includes: -Invoicing, A/R, A/P -management, payment processing -Day to Day Bookkeeping -Reconciliation-G/L, Bank accounts and Credit card accounts -Government sales tax remittance -Payroll and payroll tax remittance -Union dues processing -Year end and month end closing entries More recently, I have gained some experience with SAP and with the Infusion e-commerce software. I am also quite fluent with Word and Excel.

Bank Reconciliation
Accounts Payable Management
Accounts Receivable Management
Intuit QuickBooks
SAP
$85 hourly
- 3.2/5
- (48 jobs)
Robert Reinert - Widely recognized as a Tax, Accounting and Finance Expert. Providing CPA Services for forty years Certifications CPA Certified Public Accountant VA – 7933, CPA Certified Public Accountant CA – 141140 CA Department of Insurance, Life, Accident & Health, Variable Contracts & Long Term Care - 0L45616 FINRA (Registered Financial Advisor) Series 6,63,65 Provided CPA services as "Reinert & Associates PC" to one hundred regular contracted monthly business clients plus one hundred annual clients' Tax Planning, Tax Preparation, Payroll and Financial Statements in Ashburn, VA. which was sold in 2015. Now "Robert Reinert Consulting" has been established as of April 2018 as a CPA RIA practice in Indio, CA. He has successful professional experience in both public and private Accounting, Taxation and Finance. Self-motivated to achieve maximum productivity, ensure total client satisfaction, maintain optimal quality service and meet aggressive organizational objectives. Solid expertise in negotiating and executing problem solving and troubleshooting efforts with top management, industry vendors and key decision-makers. Has provided sound Financial Advice for Retirement Plans with Ameriprise Financial Has Provided his services to companies in the Coachella Valley: 2017 Waddell & Reed Financial Advisors 2018 Maryanov Madsen Gordon Campbell CPA's, 2019 David E. Schroeder Financial Services. 2020 Intuit's TurboTax® Live, along with 25 regular business and individual clients

Bank Reconciliation
Corporate Tax
Tax Preparation Software
Tax Planning & Advisory
Management Consulting
US Taxation
Business Consulting
Franchise Tax
Tax Law
Payroll Accounting
Bookkeeping
Accounting Basics
Tax Return
Intuit QuickBooks
$75 hourly
- 5.0/5
- (11 jobs)
Specializing in: *Clean-up/Catch-up Bookkeeping *QuickBooks Online Consulting or Training *Accounts Receivable Review *Prepare Profit & Loss for tax prep Currently accepting new bookkeeping projects. Contact me for your spot today!

Bank Reconciliation
Income Statement
Accounts Payable Management
General Ledger
QuickBooks Online
Account Reconciliation
Accounts Receivable Management
Financial Reporting
Financial Statement Software
Data Entry
Microsoft Excel
Bookkeeping
Intuit QuickBooks
$45 hourly
- 5.0/5
- (11 jobs)
With my expertise in accounting, bookkeeping, and as an EA, coupled with my certifications in QuickBooks and Xero, I have developed a strong skill set to effectively manage financial operations and provide accurate financial insights. My experience working with startup-growing and capital venture companies has given me valuable insights into the unique challenges and opportunities they face. I am dedicated to delivering comprehensive and reliable financial services while ensuring compliance with regulations and optimizing financial performance. I am confident in my ability to contribute to your organization's success by providing exceptional accounting and bookkeeping services. My line of work Accounting: *Proficiency in Financial Analysis and Cost Analysis *Expertise in Financial Reporting, Financial Statement Preparation, and Tax Preparation *Competency in Routine Bookkeeping Activities *Skillful Accounts Receivable/Payable Management, including reconciliations, using software such as Bill.com *Proficient in filing Federal, State, and Sales Tax Returns *Extensive experience in the formation and advisory of New Corporate Structures in compliance with US Corporate laws, with a focus on startups (10 years of experience) *Software Expertise: QBD-QBO, Xero, Gusto, ADP, ERP (Oracle, SAP), Bill.com, Concur, etc., ranging from implementation to end-user support, thereby enhancing accuracy and productivity Payroll: *Proficient in Payroll Setup for all states *Expertise in Benefits and Retirement Plan Setup *Skilled in preparing Profit Share Distribution statements. *Competent in Payroll Reconciliation and Payroll Accounting Tax: *Proficiency in handling Federal and State taxes for all types of entities, including foreign entities.

Bank Reconciliation
Gusto
Compensation & Benefits
Accounts Payable Management
Business Valuation
Corporate Tax
Bookkeeping
Intuit QuickBooks
Account Reconciliation
GAAP
Tax Preparation
$40 hourly
- 5.0/5
- (6 jobs)
Hello, my name is Veronica, and I am a sole proprietor specializing in bookkeeping and tax services as an Enrolled Agent. With a strong focus on reliability, responsibility, and attention to detail, I offer comprehensive bookkeeping services tailored to your needs, whether it's weekly, monthly, quarterly, semi-annual, or annual. My expertise includes preparing and delivering the three major financial reports: Profit and Loss Statement, Balance Sheet, and General Ledger, ensuring your business stays organized and compliant. I'm committed to providing accurate, efficient, and professional financial management to help your business thrive. I do not outsource any of my work—everything is handled personally by me to ensure the highest level of quality and attention to detail. As an Enrolled Agent, I am also able to offer tax services, including tax projections and representation before the IRS and state agencies. I strive to help you take full advantage of available credits and tax deductions, ensuring that your tax filings are as beneficial and accurate as possible. With my expertise, you can have peace of mind knowing that your financial and tax matters are in capable hands.

Bank Reconciliation
Sales Tax
Financial Statements Preparation
QuickBooks Online
Management Skills
Intuit QuickBooks
Account Reconciliation
Tax Preparation
Data Entry
Bookkeeping
Transaction Data Entry
$50 hourly
- 5.0/5
- (1 job)
An experienced accountant that is proficient in QuickBooks, Excel and other apps and software. Have 10+ years of experience in an accounting manager role leading a team to manage small business needs and their finances. Providing quality service with a no BS approach. Honest and dependable. Maintains integrity and professionalism but able to speak and translate accounting to any nonaccounting person.

Bank Reconciliation
Bookkeeping
Management Accounting
Accounting Principles & Practices
Financial Reporting
Financial Management
Accounting Advisory
Accounting Software
Salesforce CRM
Expense Reporting
Payroll Accounting
Account Reconciliation
Accounting
Intuit QuickBooks
$50 hourly
- 4.6/5
- (5 jobs)
I'm an experienced Bookkeeper professional with over 7 years of experience in the field. I offer great skills and knowledge to help small and medium businesses with their bookkeeping needs. Certified Quickbooks pro Advisor Associate degree in Accounting Tax Preparer Certified Bookkeeper Certified Payroll Specialist Services I offer, 1099 filing, Bookkeeping, cleanup Books, Reconciliations, Tax preparation, Tax filing, Quickbooks consulting, Sales Tax. Payroll, Payroll Tax form filings.

Bank Reconciliation
Payroll Accounting
Data Entry
Intuit QuickBooks
Microsoft Excel
Accounting Software
Balance Sheet
Accounts Payable
Accounting Basics
Accounts Receivable
$45 hourly
- 5.0/5
- (9 jobs)
I work with my clients 1 on 1 in order to provide great attention to their needs, objectives, and concerns. I strive to help business owners get a better grasp on their financials by getting their books up to date, compliant, and set up in a way to provide meaningful financial data. By working with me, you can save time, money and energy in order to focus on your business. I place a strong focus on accuracy and my expertise spans: • General Bookkeeping • Accounts Payable • Accounts Receivable • Invoicing • Account Reconciliation • Preparation of Financial Reports • Variance Analysis • Cleaning Books • QuickBooks Online • Xero • MS Excel (VLOOKUPS, Pivot Tables) • Customer Service I provide quality work, very quickly and at a very affordable rate. I am always looking forward to growing my bookkeeping business and developing positive relationships with my clients whether their needs are short or long-term.

Bank Reconciliation
Shopify
Bill.com
VLOOKUP
Microsoft Excel
GAAP
AppFolio
Bookkeeping
Account Reconciliation
Accounts Receivable Management
Accounting Software
Accounts Payable
Accounts Receivable
Xero
QuickBooks Online
$90 hourly
- 4.6/5
- (72 jobs)
I am a financial industry professional and a freelancer with broad experience in Finance, Accounting, Audit, and Risk Management across multiple lines of business and geographies. In case you need a strategic support regarding Finance, a Controller for financial analysis or to develop wide range of models, an Accountant for the month-end close and to prepare financial statements, I have a fully fledged skill-set to address your needs. Looking forward to virtually meet you.

Bank Reconciliation
Bill.com Accounts Payable
Xero
Financial Management
Cash Flow Statement
Odoo
Financial Statement
Management Consulting
Financial Modeling
Microsoft Excel
Balance Sheet
Intuit QuickBooks
Accounts Receivable
$50 hourly
- 5.0/5
- (27 jobs)
If your CPA hasn't helped understand the importance of bookkeeping services and/or haven't set you up with a trusted bookkeeper or system why keep going back to them if they don't have your best interests at heart. I'm trying to make your business grow and make more money then you ever have with less of a headache by understanding your companies position at any given moment. I am a dedicated accountant specializing in tax preparation, bookkeeping, and financial consulting with over 10 years of experience in the industry. Whether you're a small business owner, an individual taxpayer, or a corporation, I provide comprehensive financial solutions tailored to your needs. About Me: With a strong foundation in accounting principles and a commitment to staying updated with the latest tax laws and regulations, I offer professional expertise you can rely on. My experience spans various industries, allowing me to understand the unique challenges you may face and provide strategic financial guidance. Services: - Tax Preparation: Individual, small business, and corporate tax returns - Bookkeeping: Keeping accurate financial records, reconciling accounts, and generating financial statements - Financial Consulting: Strategic planning, budgeting, forecasting, and financial analysis - Business Advisory: Offering guidance on business structure, financial decision-making, and growth strategies - CFO Services: Providing interim or part-time CFO support to assist with financial strategy, risk management, and performance evaluation - Financial Reporting: Generating custom financial reports to provide insights into your company's financial health and performance Why Choose Me: I prioritize accuracy, efficiency, and confidentiality in all my work. By leveraging my expertise and utilizing advanced accounting software, I ensure your financial matters are handled with precision and care. My goal is to alleviate the stress of managing finances, allowing you to focus on growing your business and achieving your financial goals. Some reviews from customers "Joshua was knowledgeable and professional regarding a tax consultation about boat slips. Would hire again!" "Joshua did a great job with my tax preparation project! Highly Recommended. A++++" "Joshua completed my business bookkeeping for the past quarter before the due date. Also, he found an error from last year which he corrected immediately. I would absolutely recommend him for bookkeeping!!!" "I´m really glad to have found Joshua as my accountant. He was very responsive and patient with answering all of my questions. He did a fast and thorough job and I´m happy with the result. Thanks, Joshua!" Software: - QuickBooks - Xero - Excel - Tax software (e.g., TurboTax, H&R Block)

Bank Reconciliation
Tax Law
Certified Tax Preparer
Wave Accounting
Bookkeeping
Account Reconciliation
Tax Return
Income Statement
Intuit QuickBooks
Balance Sheet
Financial Report
Accounts Receivable
Tax Preparation
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