Hire the best Bank Reconciliation Specialists in Pennsylvania
Check out Bank Reconciliation Specialists in Pennsylvania with the skills you need for your next job.
- $35 hourly
- 5.0/5
- (3 jobs)
Are you looking for bookkeeping help? Stressed over running a successful company and also managing the books? I can tailor my services to fit your financial needs. I am a full-charge bookkeeper with 25 years in the construction industry. I have extensive skills in: • Accounts Receivable • Account Payable • Bank Reconciliation • Payroll • Union Payments and Audits • Recording Income Expenses • Transfers and Journal Entries • Monthly Reconciliations (Bank, Credit Cards and Loans) • AIA formation invoicing • Time and Material Invoicing • Monthly Packages: P/L and Balance Sheet I can provide you with my expertise with custom reports such as: • Breakeven Analysis • Budget Analysis • Project Budget Analysis • Work in Progress (Contracts in Progress) Schedule • Quarterly Employee Analysis • Workflow Manuals I know the importance of having your accounts accurate in a timely manner to be tax-ready by year-end. If you like what you read, send me a message, and let’s chat. We can set up a no-obligation call to see if we are a good fit along with creating an action plan going forward. I can free up your time to focus on the tasks essential to the success of your business I am not part of a large firm. When hiring me, you receive my full attention and the work will not be handed off to an associate. I have been given many learning experiences in my career and looking to give back by helping others so don’t be fooled by my hourly rate. I can provide references upon request. Whether the position is long-term or short-term, I will do my due diligence to know my client and their business and their needs to be able to provide you with the best possible job so you can focus on your company’s future and success.Bank Reconciliation
QuickBooks OnlineCustomer ServiceAccounting BasicsAccounting SoftwareData EntryBookkeepingBudget ManagementFinancial ReportMicrosoft ExcelAccounts ReceivableAccountingAccounts PayableIntuit QuickBooks - $45 hourly
- 5.0/5
- (12 jobs)
Buildium | Appfolio | Quickbooks | Financial Reporting | Financial Analysis | Statistical Analysis | Client Relations | Bookkeeping | | Financial Forecasting | Real Estate I am professional bookkeeper, financial manager and real estate agent. I have spent the past year as financial manager for a mid sized and rapidly growing property management company. My primary software experience is with Buildium, Quickbooks, and Appfolio. I specialize in account clean up and reconciliation projects. At my last role, I processed an average of $3000 a day of account payable invoices and $5,000 of receivables. I reconciled 8 bank accounts daily with 10-50 transactions per day. I was responsible for issuing 541 clients and vendors a 1099 tax form for the 2021 tax year. Additionally, I have extensive experience with data analysis and KPI tracking for the growth and development of a small to mid sized company. Excel is a program I feel very comfortable with in order to produce efficient and accurate financial records.Bank Reconciliation
Account ReconciliationFinancial AnalysisTax PreparationFinancial ReportPro Forma StatementData AnalysisBusiness IntelligenceProperty Management SoftwareProperty ManagementFinance & AccountingPayroll ReconciliationMicrosoft ExcelPayroll AccountingBookkeeping - $100 hourly
- 5.0/5
- (107 jobs)
Hello, My name is Dori, owner and operator of Accurate Accounting by Dori, LLC. I specialize in accounting cleanups and setting up accounting/bookkeeping processes. Since 2000, I have helped hundreds of small businesses with everything from accounting setups, cleanups, processes, invoicing, bill payment, payroll, sales tax, inventory, forecasting, budgeting, to customizing their accounting systems for their business needs. I am a Quickbooks Proadvisor but have also worked with other accounting systems such as Xero, Wave App, Freshbooks, to name the more popular ones. Let me take over your accounting needs so you can spend more time growing your business and enjoying your time with friends and family!Bank Reconciliation
Accounting SoftwareBookkeepingXeroAccounting BasicsAccounts Payable ManagementAccounts Receivable ManagementQuickBooks OnlineInventory ManagementFinancial AccountingIntuit QuickBooksAccount ReconciliationMicrosoft Excel - $60 hourly
- 4.0/5
- (4 jobs)
I help scaling business owners make more money by putting systems in place. Examples of results I can deliver: In 2019, I helped a new non-profit get set up with a website (Wordpress), social media (Facebook, Instagram), a branding board to guide all their media content, a point-of-sale and scheduling system (Wellness Living), and an accounting system (QuickBooks Online). They were able to get started using systems from the very beginning to stay organized and know exactly how much money they were making and spending. Here's what my non-profit client had to say "Kendra has been instrumental to getting our business off the ground and our bookkeeping in order. She has been the driving force behind two people who know nothing about business running smoothly as a business." In 2021, I helped a service-based business using Zoho Books clean-up their 2020 records for filing taxes. I found and cleaned up multiple discrepancies, including $5800 in overstated income and $300 in missing payment processing fees. My client was so relieved and happy with my work that she signed up for ongoing monthly services. Qualifications: - BS Information Systems (2005) and MS Software Engineering (2013), Drexel University - Certified Business Analysis Professional (CBAP) (2013) - Project Management Professional (PMP) (2013) - MBA from Villanova University (2020) - QuickBooks Online Certified ProAdvisor (2020) - Bookkeeper Business Launch certification of completion(2020) - Xero Advisor Certification (2021) - Covered by E&O (errors & omissions) insurance for your protection for bookkeeping services - Member of large bookkeeping and accounting network where I can go for help if I run into a tricky situation in your books, while still protecting your privacy. Services: Bookkeeping - I offer one-time set-ups, clean-ups, catch-ups, and training, as well as ongoing monthly or quarterly services. Other system services - I start with an analysis to determine where you need assistance. I put together workflow diagrams for you to understand what your current and ideal processes are. Then I help you get set up and trained on the system(s) of your choice. Software: Accounting (QuickBooks Online, Xero, Zoho Books), Website (Wordpress), Project Management (Clickup, Asana, Trello), Scheduling (Acuity, Calendly), Client Relationship Management(CRM) (Dubsado, Honeybook) My story: I worked as a web developer, a business analyst, and a project manager in corporate IT for 15 years before I was laid off on maternity leave in 2017. I took a break to become a stay-at-home mom. In 2020, I took some bookkeeping courses, finished an MBA, and started offering bookkeeping services. In 2021, I realized my IT skills could be useful to small business owners and expanded my services to analyzing business workflows, set-up and training on systems. I love helping other business owners get their business organized with systems. And freelancing allows me to have a flexible lifestyle so I can spend more time with my family. If you are ready to get started, click on the green "hire freelancer" button or send me a message so we can talk first.Bank Reconciliation
Cash Flow StatementQuickBooks OnlineSoftware IntegrationIncome StatementBalance SheetShopifyBookkeepingTransaction Data EntryXeroAmazonNonprofit OrganizationBusiness AnalysisMicrosoft Excel - $45 hourly
- 4.7/5
- (32 jobs)
🎖Sarah Gooden: Certified QuickBooks Online Elite Advanced Proadvisor 🪙 📗 6+ years helping 65+ Small businesses 📘 Struggling to juggle bookkeeping, business growth, and personal life? If you're a small business owner in the service or trades industries, you know the challenge of keeping your finances in check while trying to expand your business and still have time for yourself. That's where we come in: We offer specialized bookkeeping services that take the financial management load off your shoulders. Imagine having up-to-date books, clear financial insights, and more free time to focus on what you do best – growing your business and enjoying your personal life. We're here to turn that into a reality, ensuring your finances are meticulously managed, leaving you with peace of mind and more time to dedicate to your passions, both professionally and personally. Services I Offer: 📊 Setting Up Bookkeeping in QuickBooks Online 🕒 Catching Up on Backlogged Bookkeeping 🧹 Cleaning Up Any Uncertain Bookkeeping 📈 Maintaining Ongoing Bookkeeping for Accuracy and Up-to-date Records My Three-Step Process: 1️⃣ Discovery Call: Let’s have a chat to discuss your specific bookkeeping needs. 2️⃣ QuickBooks Review: I’ll conduct an in-depth review of your QuickBooks setup to identify areas for improvement. 3️⃣ Action Plan Meeting: We'll meet to finalize a strategy for organizing and streamlining your books, ensuring they are accurate and current. Why Work with Me: 🌟 Elite Advanced QuickBooks Online ProAdvisor 🎓 6 Years of Professional Bookkeeping Experience 💻 Expertise in QuickBooks for Efficient Financial Management 🔍 Detail-Oriented Approach to Ensure Accuracy in Financial Data 🤝 Personalized, Client-Centric Solutions 🚀 Ready to optimize your bookkeeping process? Contact me today to discuss your needs and embark on a journey towards financial clarity and peace of mind.Bank Reconciliation
Google SheetsInvoicingFinancial AccountingAccounts Payable ManagementQuickBooks OnlineBookkeepingAccounting SoftwareIntuit QuickBooksMicrosoft ExcelCustomer ServiceAccounts ReceivableData Entry - $285 hourly
- 5.0/5
- (2 jobs)
As a YNAB Certified Budget Coach and a Certified Money Coach®, I work with you as a guide and accountability partner to become more confident, aware, and in control of your money. I believe money should be a tool to help you live your best life – not a burden that is always dragging you down. I can help with: • You Need A Budget (YNAB) - setup and ongoing maintenance • Expense tracking • Budget creation • Improving your relationship with money • Improving your money mindset • Goal setting and accountability • Profit First implementation and maintenance • Small, service-based business bookkeeping using YNAB software Money is complex! I support my clients every step of the way, until they feel confident and empowered to be able to face the money challenges that come their way!Bank Reconciliation
Financial PlanningPersonal BudgetingMicrosoft WordCash Flow AnalysisFinance & AccountingFinancial ManagementBookkeepingBudget ManagementMicrosoft Excel - $80 hourly
- 5.0/5
- (11 jobs)
Struggling with messy books or falling behind on finances? I can fix that. Hi, I’m a Certified QuickBooks Online ProAdvisor who helps professional service-based businesses and real estate investors stop stressing over bookkeeping so they can focus on growing their business. HERE'S THE DEAL: If your finances are a mess, you’re not just wasting time—you’re losing money. If you’re doing your books yourself—or worse, ignoring them—here’s what it’s costing you: -Missed Tax Deductions: Without clean records, you’re leaving money on the table every year. -Expensive Errors: Misclassifying expenses, overstating income or forgetting to reconcile accounts can lead to costly errors. -Time Drain: Every hour you spend wrestling with your books is an hour you’re not growing your business or making sales. That’s where I come in. I’ll make sure you never lose another dollar to disorganized finances. -Overdue books? I’ll catch them up. -Messy accounts? I’ll clean them up. -Need ongoing support? I’ll keep your finances running smoothly month after month. I specialize in helping real estate investors and service-based businesses, like consultants, marketing agencies and IT firms, get their books in order and their finances under control. WHAT I DO BEST: -QuickBooks Online Setup: Start strong with a clean, optimized system. -Catch-Up and Clean-Up Work: Fix messy, overdue books quickly and accurately. -Recurring Bookkeeping Services: Weekly, monthly, or quarterly support tailored to your needs. -Financial Reporting: Clear insights into your cash flow and performance. -Budgeting and profitability tracking: Foster smarter growth that aligns with your vision. -Tax Compliance: I’ll ensure you’re audit-ready providing you with peace of mind. WHAT YOU'LL GET: -Tax-Ready Books: Stop scrambling at year-end. I’ll keep your accounts in perfect shape. -Clear Financial Insights: Know exactly where your cash flow stands so you can make smart decisions. -Time Back: You focus on your business. I’ll handle the books. HOW IT WORKS: 1. You hire me on Upwork and add me to your QuickBooks Online account. 2. I perform a full diagnostic review of your books. 3. I create a custom plan to fix the issues and keep everything running smoothly. 4. I clean up your books with precision; providing you more time and saving you money. WHY HIRE ME? Because you didn’t start your business to become a bookkeeper—but I did. I’ve worked with businesses like yours to transform their financial systems, simplify their operations, and free up their time to focus on what matters most. Whether you’re a solo consultant, a small sized business, or a medium sized business, I’ll help you take control of your finances. If you’re ready to finally get your books in order and stop worrying about your finances, send me a message and let’s get started. Your success is my business. Let’s make it happen!Bank Reconciliation
Accounting AdvisoryAccountingFinancial AccountingBill.com Accounts PayableQuickBooks OnlineBudget PlanningBill.com Accounts ReceivableAccounting BasicsAccounts ReceivableAccounts PayableBookkeepingMicrosoft ExcelIntuit QuickBooks - $95 hourly
- 4.7/5
- (23 jobs)
As a virtual CFO, with almost 30 years of experience, I specialize in helping small and mid-sized businesses, and real estate investors, boost their financial strategies, overcome challenges, and accelerate growth so they can be better informed about their business and have the ability to make good business decisions. Do you struggle to understand your financial information? You know you need to set and hit targets, but you don’t know what they should be. Are you struggling with cash flow? Do you need to get funding or simply need to better your relationship with your bank? Or maybe you simply need to better understand where your business stands each month and where improvements can be made. Oh, by the way, we love start-ups and very young business too! If you recognize yourself in any of those questions, I can help! ⌚ I can help you get more time to focus on running your business, clarity around your financial information, better control over cash flow, and a budget to help you make better decisions. I can provide forecasting and planning, management reporting, strategic management analysis and Key Performance Indicator creation with custom dashboards. 🏗 If you are a start-up or young business, well I am happy to help you too. With special ‘start-up’ pricing, I can get you set up on Quickbook Online and create a streamlined and efficient process that will always keep you on top of your numbers, allowing you to go out and do what you love. Create and grow your business. 📈 With a background that includes positions such as controller, CFO, and owner of several highly successful businesses, I bring a wealth of unique insight into what business owners need. I don’t spend time doing tax returns, so I am able to devote all of my time to your data. 🏦 I’ve worked with clients from a variety of industries, but my specialties are helping small business owners take control of their financial information, working with owners that have multiple businesses and real estate investors. QuickBooks Online Certified QuickBooks Online Advanced Certified My services include the following: Virtual CFO • Budgeting & Forecasting • Business Analysis & Visualization • KPI Reporting & Dashboard Creation • Management Reporting • Strategic Management Analysis • Financial Analysis Accounting & Bookkeeping Solutions • Financial Controller Services • Accounting Team Management • Inventory Accounting & Procedures • Full-Service Bookkeeping • Monthly Close & Reporting CHECK OUT MY PORTFOLIO Financial reports are fantastic and yes, we review those with you. But sometimes it’s nice to see things visually. I provide you with customized reports, tailored to your business. What do you want to see every month? How do you want to see it? Charts, graphs and reports can all be customized to you and your business. Outsource CFO packages: I offer packages based on your current needs as well as hourly pricing. Let’s take 15 minutes to chat and find out if we are a good fit for each other.Bank Reconciliation
Accounts Payable ManagementPayroll ReconciliationQuickBooks OnlineFinancial AnalysisFinance & AccountingAccounts Receivable ManagementFinancial AccountingBalance SheetAccount ReconciliationBookkeepingData EntryIncome StatementMicrosoft ExcelIntuit QuickBooks - $65 hourly
- 5.0/5
- (1 job)
What drives me is my profound desire to make a positive impact on those I lead and the world around me. “You can't connect the dots looking forward; you can only connect them looking backwards. So you have to trust that the dots will somehow connect in your future." I'm a resourceful and forward-thinking professional with a proven record of driving scalable capabilities across diverse business lines. My cross-functional background includes strategic planning, financial analysis and budgeting, relationship management, organizational development, and capacity-building. I continuously connect the dots while relentlessly creating new ones for the future. I'm an innovative leader known for game-changing turnarounds, capital efficiency, business continuity, and risk management solutions with an ability to establish new tactical direction, build out infrastructure and capacity, and develop robust strategic plans. I enjoy the challenge of assisting large organizational changes as well as turning around inactive operations and implementing key performance indicators to drive improved results.Bank Reconciliation
Account ReconciliationAdministrative SupportCommunicationsBudgetInformation AnalysisStrategic PlanningData Analysis - $100 hourly
- 4.9/5
- (81 jobs)
🚀 HR & Business Operations Expert | M&A, HR Tech & Scalable Growth Are you looking for an HR & business operations leader to streamline workflows, optimize talent strategies, and integrate HR tech for seamless operations? With 10+ years of experience, I specialize in HR shared services, mergers & acquisitions, payroll & compliance, and scalable business operations—helping businesses enhance efficiency, support growth, and drive results. 🎯 What I Bring to the Table: ✅ HR Shared Services & Knowledge Management – Built & optimized HR knowledge bases and ticketing systems for faster issue resolution & employee self-service. ✅ M&A HR Integration & Transition Management – Led HR integrations for fast-growing companies undergoing acquisitions, ensuring seamless payroll, benefits & compliance transitions. ✅ Scalable Talent Acquisition & Onboarding – Grew engineering teams from <10 to 100+, creating structured recruitment, onboarding & retention processes. ✅ HR Tech & Payroll System Integration – Integrated QuickBooks Online, Rippling, Workday, ADP, TriNet PEO, BambooHR, and Salesforce for automated reporting & compliance. ✅ Compliance & Payroll Administration – Ensured multi-regional payroll, benefits & HR processes align with state, federal, & international labor laws. ✅ Employee Engagement & Performance Programs – Designed onboarding, training & performance management systems to boost retention & team success. 🏆 Key Achievements: 🌟 Scaled Engineering Hiring for a Tech Startup – Expanded teams from <10 to 100+, overseeing full-cycle recruitment & onboarding. 🌟 Optimized HR Shared Services – Created HR knowledge bases that improved resolution time & enhanced self-service capabilities. 🌟 Led HR & Payroll Integrations Across Multiple Regions – Integrated HR & financial systems, eliminating manual inefficiencies. 🌟 Managed Global Payroll & Benefits – Ensured accuracy & compliance for multi-country payroll, benefits, & tax filings. 🌟 HR Compliance & Training Initiatives – Developed Safe People Training & compliance policies to align with legal & operational best practices. 🌟 📜 Salesforce Certified Professional – Holds two Salesforce certifications with expertise in HR systems, automation, & CRM integrations. 💡 Core Skills & Expertise: 📌 HR Shared Services | HR Tech Integrations | Mergers & Acquisitions (M&A) 📌 Talent Acquisition & Onboarding | Compliance & Payroll Management | Employee Engagement 📌 Business Operations | Process Optimization | Policy Development 🔹 HR & Payroll: QuickBooks Online, Rippling, Workday, ADP, BambooHR, TriNet PEO 🔹 Project Management & Collaboration: Confluence, Asana, Slack 🔹 CRM & Automation: Salesforce (Certified), Microsoft Office Suite 🔹 Microsoft 365 Ecosystem: Exchange Online, SharePoint Online, Microsoft Teams, Microsoft 365 Admin Center, Microsoft Copilot 🔹 AI & Automation: Microsoft 365 Copilot, Power Automate, Power Apps, Power BI 💬 Let’s Collaborate! I’m a self-motivated, results-driven HR & Business Operations expert ready to help you streamline processes, scale your team, & optimize HR systems. Let’s connect and drive efficiency in your business!Bank Reconciliation
Management AccountingApplicant Tracking SystemsPeople ManagementProject ManagementBookkeepingHuman Resource ManagementAccounts Payable ManagementBusiness OperationsSalesforce CRMAccounts ReceivableAccountingFinancial ReportAccounts PayableIntuit QuickBooks - $60 hourly
- 0.0/5
- (1 job)
Who has time to mess around with redundant paperwork? I am an expert in how to use and optimize Quickbooks online as an Advanced Certified Quickbooks Online Pro-Advisor. I integrated the Shopify store for my farm with Quickbooks Online using the OneSaas app. Now my books are automated, and I have time to help you too. Besides being an accountant owning a farm selling direct-to-consumer, I am one of the select few globally to receive Certification as a Profit First Professional, Pumpkin Plan Strategist, and Fix This Next Advisor. This means I can help you optimize cash flow, maximize profits, and develop an organic plan to grow your business while improving your quality of life. I know how to find what needs fixed to build a strong business. After obtaining a bachelor's degree in accounting, I owned/managed businesses in construction, lawn & garden service/sales, transportation/logistics, retail sales (online & brick-mortar), and farming with direct to consumer online and market sales for 29 years. I have been in your shoes and managed growth as well as successfully pivoted businesses in difficult times. So reach out: - If you are a Shopify seller or start-up expecting under 500 sales per month and use Quickbooks Online, we could be a good fit. - If you are a farm, ranch or maker selling direct-to-consumer at markets with Square or online with Shopify we could be a good fit. - If you are looking to implement Profit First (simple cash flow management & budgeting) or work through the Pumpkin Planning (holistic business planning) process, we could be a good fitBank Reconciliation
ShopifyAccounting BasicsAccounting SoftwareShopify AppsBookkeepingManagement AccountingBusiness Planning & StrategyManagement ConsultingCash Flow AnalysisIntuit QuickBooks - $40 hourly
- 4.4/5
- (8 jobs)
My name is Caitlin McManus, I am a consultant with 13 years of experience with QuickBooks Desktop (Including Enterprise), QuickBooks Online and Oracle NetSuite. I assist all QuickBooks users in set-up and training, custom applications, installation, conversion, file clean-up, organization, third-party evaluations and implementations, data transfer, support, troubleshooting file problems, and much more. The Services I offer include outsourced bookkeeping, management consulting, integration and more. I am here to provide affordable services for your growing business needs.Bank Reconciliation
Wave AccountingXeroOracle NetSuiteInventory ManagementQuickBooks OnlineFilingSystem MaintenanceFinancial SoftwareFinancial Statements PreparationBusiness ManagementBookkeepingPayroll AccountingIntuit QuickBooks - $40 hourly
- 0.0/5
- (0 jobs)
Owner and operator of Big Picture Bookkeeping, LLC. We provide bookkeeping services for many different industry types across the country. Reach out today to discuss how we can focus on the details so you can see the big picture!Bank Reconciliation
Financial ReportTaxesLight BookkeepingMicrosoft OfficeAccountingBookkeepingAccounting BasicsMicrosoft ExcelAccounting SoftwareIntuit QuickBooks - $35 hourly
- 0.0/5
- (1 job)
If your are a small business owner that uses QuickBooks Online and needs help with monthly transaction posting, bank reconciliations, invoicing or to get your books caught up then I am here to help you ease your mind. All you need to do is set up a short discovery meeting via Upwork with me to see if we are a good fit moving forward. I have experience with daily and monthly invoicing. Monthly bank, credit card and loan reconciliations, as well as cleanups. I want to help you stay on track with knowing and understanding your bottom line each month. Summary of Qualifications: Bookkeeping, AP/AR, billing, invoicing, maintain billing accounts on a regular basis. QBO Cleanups. Computer experience: Microsoft word, Excel, Power Point, Emails. QuickBooks Premier for Non-profits and QuickBooks online. Professional telephone and communication skills. Areas of Expertise Bookkeeping *Accounting basics * Accounts Payable * Accounts Receivable *QuickBooks Cleanup * Invoicing * Bank Reconciliation *Journal Entries * Intuit QuickBooks Online *BudgetingBank Reconciliation
Budget PlanningBudgetChart of AccountsBank StatementInvoicingLight BookkeepingQuickBooks OnlineAccounting BasicsBookkeepingIntuit QuickBooks - $33 hourly
- 0.0/5
- (0 jobs)
Summary Quickbooks Advanced Certified Senior-Level, Professional Accountant that drives organizational success and profits through effective data analytics and the analysis of financial performance. Lean process thinker who consistently delivers monthly, quarterly and annual financial reporting that drives executive decision making in a timely and efficient manner. Experienced team leader who builds a commitment within the organization. Core competencies include: * Accounting Management * Financial Analysis * Forecasting * Cash Management * Budgeting * Cost Reductions * Technology Integration * Regulatory Compliance * Efficiency ImprovementsBank Reconciliation
Financial Statements PreparationGeneral LedgerLight BookkeepingAccounts PayableAccounts ReceivableBookkeeping - $25 hourly
- 5.0/5
- (4 jobs)
I'm a professional bookkeeper and a Quickbooks Online ProAdvisor. I'm very passionate about helping others! Are you struggling to find the time to juggle it all? You shouldn't have to! It's my goal to make this process as easy as possible for you, free up your time, and deliver impeccable financials. Services I offer: Quickbooks set up, and basic training Clean Up's (where your books are reorganized, and fixed) Catch Up's (where I bring you up to speed) Carry On's (where we begin where your last bookkeeper left off)Bank Reconciliation
GustoData EntryBalance SheetMicrosoft ExcelCanvaAccounts ReceivableAccounts PayableIntuit QuickBooksQuickBooks OnlineBookkeeping - $30 hourly
- 5.0/5
- (1 job)
I offer my clients an experienced accounting and business management. I am a professional with over 5 years experience across a variety of industries. I am proficient in a variety of software that include Quickbooks, Xero and Microsoft Office products such as Word and Excel .Also i am fully committed to learning any tools available to best serve my clients. I understand the challenges clients face juggling their focus between operating their business and managing the financial, clerical, and reporting responsibilities. I offer you my skills and experience to help you meet these challenges. No matter how big or small the assignment or project is I offer a range of services to meet your specific needs. I offer assistance with billing, budgeting, payroll preparation, creating presentations, meeting reporting deadlines, general clerical assistance, or full function accounting and management support. My knowledge and experience will allow me to provide you quality services, support, and guidance.Bank Reconciliation
Financial ReportRatio AnalysisInventory ManagementSage IntacctLight BookkeepingXeroMicrosoft ExcelData AnalysisCash Flow AnalysisAccounts ReceivableAccounts PayableAccount ReconciliationBookkeepingQuickBooks Online - $42 hourly
- 0.0/5
- (5 jobs)
I am an accountant with 5+ years of accounting/tax experience! If you need someone who understands, - Multi-State Indirect Taxes (i.e., sales & use tax) - Tax Compliance - Accounts Receivable Management/Invoicing - Accounts Payable Management - Bookkeeping you’ve come to the right spot! Please do not hesitate to reach out if you need help with anything listed above or want to discuss your accounting needs further. My accounting experience is not limited to the list above. I am always eager to help and educate!Bank Reconciliation
QuickBooks OnlineMicrosoft ExcelSales TaxAccount ManagementAccounts PayableAccounts Receivable ManagementAccounts ReceivableAccount ReconciliationTax AccountingComplianceIndirect TaxAccounting BasicsBookkeepingAccounting - $45 hourly
- 0.0/5
- (1 job)
I have 20 years of experience as an accountant. I love being a "bean counter" - and would love to help you! I am skilled at every aspect of accounting, from reconciling bank accounts, which I learned as a Cash Manager, to creating and analyzing financial statements, which I handled as a Corporate Controller. I am an expert at digging into the details and can assist you in cleaning up your books, or just help to ensure that they stay that way! I regularly utilize Microsoft Excel (power queries, pivot tables, and lookup formulas) to streamline my processes and would love to help you do the same.Bank Reconciliation
Forensic AccountingAccount ReconciliationBookkeepingAccounting - $40 hourly
- 2.4/5
- (19 jobs)
I am an expert in the field of accounting for Nonprofits. I have worked extensively with Nonprofits for over 15 years. I love numbers and am very dependable and have extensive knowledge in all fields of accounting/bookkeeping.Bank Reconciliation
Financial ManagementExpense ReportingInventory ManagementAccounts Receivable ManagementAccounts PayableAccount ReconciliationQuickBooks OnlinePayroll AccountingPayroll Reconciliation - $75 hourly
- 0.0/5
- (0 jobs)
I am a skilled bookkeeper specializing in Quickbooks Online. Helping small businesses-especially contractors, insurance agencies and real estate professionals stay organized and financially healthy. With a background in the mortgage industry, provides accurate bookkeeping, clear financial insights, and reliable support to keep your business on track.Bank Reconciliation
Data EntryAccount ReconciliationProject ManagementBookkeeping - $85 hourly
- 0.0/5
- (0 jobs)
As the owner of Deep Water Consulting, Vinny brings his clients 15+ years of diverse accounting experience in industries such as business and personal tax, legal, construction, retail, automotive, private clubs, food service, and product manufacturing. He earned his accounting degree from the University of Pittsburgh before continuing his education at Chatham University where he received a Master of Accounting degree. He is a certified tax-filer, allowing him to file personal or business state and federal taxes for his clients. He has the tools a small business may need to successfully manage their books as well as the knowledge of financial and business procedures.Bank Reconciliation
Financial AnalysisFinancial ConsultingFinancial AccountingIntuit QuickBooksTax PreparationProject AccountingPayroll AccountingTax AccountingBookkeepingAccounting BasicsAccountingBusiness Coaching - $50 hourly
- 0.0/5
- (0 jobs)
I’ve been in the accounting field for 13 years. I specialize working with QuickBooks Online and have my QBO Pro Advisor Certification. I work with clients in the capacity they need teaching them how to navigate their QuickBooks account. I’m here to help make your accounting tasks run as smoothly as possibly so you can get back to doing the work you love. Tasks I can take on: -Historical Cleanups -Teach How to Use QuickBooks or Answer Questions -Accounts Payable: enter bills, track due dates, pay if requested, record payments -Accounts Receivable: create invoices, send to customers, record payments -Managing Bank and Credit Card Transactions -Reconciliation of Accounts -P&L and Balance Sheet Reports -Chart of Accounts: Creation or Editing -W-9 Collection and Record maintenance -1099 Filing Software I'm familiar with: -QuickBooks Online -Gusto -Dext -Bill.com -Melio -Service Fusion Industries I have worked with: -Construction Industry (Plumbing, HVAC, Building Contractors, Fiber Cable) -Advertising Printers -Clothing Sellers -Bakeries -Professional Consultants -Doctors, Chiropractors, and Med Spas -Gym and Fitness Centers -NonprofitsBank Reconciliation
Transaction Data EntryAccounts Payable ManagementBalance SheetIncome StatementData EntryChart of AccountsAccountingAccount ReconciliationGustoQuickBooks OnlineAccounts ReceivableAccounts PayableBookkeeping - $35 hourly
- 0.0/5
- (0 jobs)
💼 QuickBooks Online ProAdvisor | Small Business Bookkeeper | Helping You Gain Financial Clarity Without the Hassle Are you overwhelmed trying to manage your books while running your business? Wish you had a better grasp of your financials so you can make smart, confident decisions? You’re in the right place. Hi, I’m Arizona, a certified QuickBooks ProAdvisor, MBA graduate, and detail-obsessed bookkeeper. I’m passionate about simplifying finances so you can focus on what you love: running and growing your business. I help small business owners gain clarity without the stress of learning QuickBooks. With clean, accurate books and easy-to-understand reports, you’ll be empowered to improve cash flow, make smart decisions, and move your business forward with confidence. ________________________________________ ✨ What I Can Do for You: ✔️ Set up and optimize your QuickBooks Online (QBO) ✔️ Clean up and manage your bookkeeping ✔️ Categorize income and expenses for clear insights ✔️ Reconcile accounts for accuracy and tax-readiness ✔️ Generate monthly reports to track your progress ✔️ Improve cash flow and budgeting processes ✔️ Provide ongoing support and simple, clear explanations When you work with me, you get more than just a bookkeeper—you get a trusted partner who’s invested in your success. I deliver clean, accurate books and explain your financial data in a way that actually makes sense. ________________________________________ Why clients love working with me: 📊 Detail-oriented and organized 💬 Clear, timely communication ⏱️ Dependable and deadline-driven 🤝 Friendly, positive, and easy to work with ________________________________________ 🌟 A Little About Me: I’m based in Brookville, PA, where life is full of family, gardening, DIY projects, and a lively flock of 17 chickens. When I’m not managing books, you’ll most likely find me out in the garden or cooking up something from scratch. I started my bookkeeping business because I love helping fellow business owners feel more confident and in control of their finances. Being a mom has taught me to be resourceful, patient, and driven—and I bring those same qualities into every client relationship. I believe your numbers should work for you, not overwhelm you. ________________________________________ 🎯 Ready to Get Started? 1. First, we’ll hop on a quick 15-minute call to talk through your business, your goals, and any concerns you have with your finances. 2. Next, you’ll add me to your QuickBooks account (or I’ll help you get one set up if you don’t have it yet). 3. I’ll then complete a QuickBooks checkup and send over a custom proposal tailored to your needs. 4. Once you're ready, you’ll hire me here on Upwork—and we’ll get to work bringing clarity and calm to your books. ________________________________________ 📌Credentials: 🎓 Master of Business Administration 📘 Certified QuickBooks ProAdvisor 🧠 Bookkeep Anywhere – Certified Virtual Bookkeeper 💻 Tech Skills: QuickBooks Online, Asana, Excel, Toogl, Google WorkspaceBank Reconciliation
Cash Flow StatementCustomer ServiceTransaction Data EntryAccountingTime ManagementBalance SheetIncome StatementAccounts Receivable ManagementAccounts Payable ManagementFinancial AnalysisAccount ReconciliationMicrosoft ExcelBookkeepingIntuit QuickBooks - $50 hourly
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I'm an experienced finance and accounting partner for small and medium-sized businesses. My company specializes in helping small business keep their books in order, and project for future growth. In my 18+ years, I have partnered with companies ranging from under $100k annual sales to over $65m annual sales. Whether you are looking to start a new company and need guidance on setting up QuickBooks, or are looking to find your next accounting partner to keeps your books running smoothly, I can help! * I have my CMA certification * I have extensive knowledge of QuickBooks * Data driven and extremely comfortable in Excel * Full service bookkeeping (posting journal entries, reconciling bank accounts, sales tax filings), all the way up through multi-year financial projections and cash flow modeling. * Communication is key, so let's stay in touchBank Reconciliation
Cash Flow ModelingFinancial ReportingFinancial Variance AnalysisData AnalysisMicrosoft ExcelQuickBooks OnlineAnalytical PresentationBookkeepingAccounting - $65 hourly
- 0.0/5
- (0 jobs)
I have over 20 years of accounting experience. Accounting and Bookkeeping Expert, If your suspicious of fraud I can Audit your entire books or accounting software. I also have experience in Insurance Auditing. Bank ReconciliationBank Reconciliation
Project AccountingJob CostingContractData EntryBookkeepingAccounts ReceivableAccounts PayableAccountingInternal AuditingFinancial AuditPayroll ReconciliationAccount Reconciliation - $70 hourly
- 0.0/5
- (0 jobs)
Reliable and detail-focused bookkeeping professional seeking a remote position where I can bring my passion for organized finances and clean books to a supportive team. With experience using QuickBooks and Excel, I'm committed to accuracy, clear communication, and helping businesses stay on top of their financial health.Bank Reconciliation
Importing & Exporting DataPayroll ReconciliationPayroll AccountingData EntryXeroMicrosoft ExcelExcel FormulaIntuit QuickBooksQuickBooks OnlineFinancial PlanningLight BookkeepingBookkeepingAccounting BasicsAccounting Want to browse more freelancers?
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