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Hire the best Bank Reconciliation Specialists in Tennessee

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  • $40 hourly
    • 5.0/5
    • (32 jobs)
    Karen Manasco 🏆Certified QuickBooks Online ProAdvisor 💥20+ years’ of bookkeeping experience. As a small business owner, is bookkeeping one of those tasks you can’t accomplish very often? Before you know it, your bank balance isn’t correct, your credit card is almost at its limit, and you wonder what happened to the money from that last sale. I can help you answer those questions. Maybe you’re unsure how to make QuickBooks work, maybe you know your books are a mess, or maybe you feel guilty because you haven’t done a better job. It doesn’t matter why… but you’re ready to get some help. With my 20+ years of bookkeeping experience working with small business owners, I can take the bookkeeping off your to-do list and add it to mine. Imagine how good it would be to see how much money you have and how much profit you have spent. No more guilt about bookkeeping, no more worry about unknown bank balances, and no more messy books! I’m new to Upwork, but I have 20+ years of bookkeeping experience with many small businesses. I offer tailored bookkeeping services for your small business that can take that unknown element away from your finances and regularly provide you with the necessary information. This information lets you decide when to expand your business, hire an employee, or buy that equipment. You will know exactly how much money you earned from that last job or sale. How I can help: 📑QuickBooks Online Setup 🧻Accounts Receivable 💸Accounts Payable 📊Cash Flow Reports 🤯Classifying Transactions 🏦 Bank Reconciliations 🌞Set up automation and rules 💹Monthly Financial Reporting. Steps to Bookkeeping Freedom: 📲 Discovery Call: have a chat to discuss your specific bookkeeping needs. 💻Current Bookkeeping Review: If you use QuickBooks Online, I can review your account to provide recommendations. If not, we will discuss your current processes. 🔎Customized Services: Finalize a strategy for your small business’ financial needs. Why Me?: 🧩Certified QuickBooks Online ProAdvisor 🧩20+ Years of Professional Bookkeeping Experience 🧩Experienced QuickBooks Desktop and QuickBooks Online User 🧩Experienced with many kinds of small businesses (familiar with retail, restaurants, service-oriented companies, and construction) 🖊️I can customize my services to fit your needs. 💱No project is too BIG or too small! 🧑‍⚖️Judgement-free zone - no set of books is too messy!! Are you ready to take the first step👣 towards bookkeeping freedom? Let’s get together on a discovery call to start the process.
    Featured Skill Bank Reconciliation
    Payroll Accounting
    Sales Tax
    Communication Skills
    Accounts Receivable
    Accounts Payable
    Account Reconciliation
    QuickBooks Online
    QuickBooks Enterprise
    Financial Statements Preparation
    Bookkeeping
  • $45 hourly
    • 3.9/5
    • (35 jobs)
    Hi there! My name is Miglena Popov. I have 15+ years’ experience in Accounting, Financial analysis, Investments, international business. I offer a full suite of accounting, bookkeeping, payroll, financial and cash flow analysis, budgeting, month and year end financial reporting. I can assist you with your accounting tasks from chart of accounts set up for various entities to financial reporting. I have accounting experience in manufacturing, construction, e trade, retail, real estates, and service industries. Properly organized accounting system is very important part of that. I can build it for you! Also, I have a lot of experience when it comes to transitioning from one accounting software to another. I work with startups and well established businesses and my goal is to make each of them the top priority, no matter how big or small.
    Featured Skill Bank Reconciliation
    Financial Analysis
    Bookkeeping
    FreshBooks
    Wave Accounting
    Cost Accounting
    Xero
    QuickBooks Online
    Accounts Receivable Management
    Accounts Payable Management
    Financial Accounting
    Microsoft Dynamics 365
    Zoho Books
    Account Reconciliation
  • $75 hourly
    • 4.9/5
    • (10 jobs)
    Accounting professional with 20 years of experience in long-term care and not-for-profit, private and public bookkeeping, and accounting functions. Healthcare Controller Services Treasury Management Accounting software conversions Asset Management Consultant- LTC & SNF Fractional Controller during CHOW (pre, during, and post) Medicaid and Medicare Cost Reports AR/AP/Billing Budget and Cash flow projections Personal or small business & medium/accounting and bookkeeping Accounting and Bookkeeping software installs or clean-ups Chart of account and general ledger management AP/AR entry and reconciliation Bank reconciliation Full monthly or quarterly financial packages including balance sheet reconciliation and schedules Knowledge of both cash and accrual-based accounting Audit and 990 prep or able to fill 990Z or postcard
    Featured Skill Bank Reconciliation
    Bill.com Accounts Payable
    Bill.com Accounts Receivable
    Microsoft OneNote
    Accounting Principles & Practices
    Financial Reporting
    Accounting Software
    Accounts Payable
    Accounts Receivable
    Budget Management
    Account Reconciliation
  • $80 hourly
    • 4.7/5
    • (74 jobs)
    You started your business for financial freedom, not to stress over tax filings, work more hours, and get frustrated with paperwork and receipts. As a QuickBooks ProAdvisor, I can help to remove those worries so that you can focus on running your business! Here are ways that I can remove the confusion around your money... so that you can make more money: • Provide clarity on your company's finances. This assists when making decisions on how to grow your company (examples: advertising, business financing, hiring help, etc.) • Keep track of your cash flow, so that you can understand your profits. • Execute the best methods to keep track of your expenses for tax savings. • Keep all accounts in balance and reconciled. • Provide monthly reports to show the financial standing of your business. These reports can also be forwarded to your accountant for easy tax filing. I talk with growing business owners all of the time and it’s always the same things that we talk about - the overwhelm around managing their business finances and not having the time to learn how, while also handling daily business operations. With years of experience, I have helped to solve this problem for others and I can gladly help you find your balance too. Let's work together to free you from the stress of bookkeeping so that you can focus on what you do best, which is building your business! Your load can be lighter with the help of a bookkeeper. Reach out today to find out how.
    Featured Skill Bank Reconciliation
    Financial Projection
    Financial Reporting
    Tax Preparation
    Cash Flow Analysis
    Account Reconciliation
    GAAP
    QuickBooks Online
    Chart of Accounts
    Balance Sheet
    Intuit QuickBooks
    Accounts Payable
    Cash Flow Statement
    Bookkeeping
    Accounts Receivable
  • $55 hourly
    • 4.9/5
    • (17 jobs)
    Reliable Paralegal capable of managing large caseloads and multiple high priority tasks. Extensive experience in electronic database and document management. Expert in drafting legal documents such as complaints, petitions, wills, trusts, motions, orders and deeds. Prepares and/or audits status reports and estate and trust accountings. Skillfully blends a diverse background in the legal field with real life experience to make rational decisions, maintain high productivity, and meet deadlines. Understands the importance of accuracy, professionalism, presentation, and generating billable hours.
    Featured Skill Bank Reconciliation
    Document Management System
    Legal
    Draft Documentation
    Administrative Support
    Microsoft Word
    File Documentation
    Invoicing
  • $60 hourly
    • 4.6/5
    • (4 jobs)
    Hi there! I have experience in many different areas of accounting and tax and would love to help you out!
    Featured Skill Bank Reconciliation
    Intuit Lacerte Tax
    Intuit Proconnect Tax
    Microsoft Dynamics 365
    Financial Reporting
    Franchise Tax
    Xero
    Sales Tax
    Intuit QuickBooks
    Accounts Payable
    Tax Return
    Accounts Receivable
    Tax Preparation
  • $50 hourly
    • 5.0/5
    • (6 jobs)
    Certified Microsoft Office Specialist: Excel Certified QuickBooks Proadvisor (check out my Proadvisor Profile) I help small businesses and freelancers (0-10 employees) increase profitability and increase time spent on money-add activities. --Say what?-- Just by hiring a (good) bookkeeper, small business owners save 10 hours a month and increase profitability by $7500. This is only made possible with great data -- and great data comes only from keeping your books consistently and accurately. But you're short on time, and you need to spend the time you have actually running your business -- or spending time with your family -- or traveling -- or learning something new -- or anything that doesn't give you what I call a "broken books headache." I have been analyzing data for businesses for 4 years and prior to that, I kept books for a franchise for two years. I've learned over the years that it's my job as a data specialist to turn the numbers and charts into digestible information, so you can move forward with confidence... now, not next week. Let's take bookkeeping off your plate! Reach out today!
    Featured Skill Bank Reconciliation
    Accounting
    Bookkeeping
    Data Analysis
    Analytics
    Data Science
    Machine Learning
    QuickBooks Online
    Microsoft Office
    Visual Basic for Applications
    Analytical Presentation
    Tableau
    Python
    Microsoft Excel
  • $35 hourly
    • 5.0/5
    • (29 jobs)
    ⭐⭐⭐⭐⭐”I would choose Katie over many of the bookkeepers I have worked with for over 40 years, because she is the complete package. Her work is consistent, accurate, and efficient. She is self-motivating and self-directed and doesn’t stop until she is done.” ⭐ Here's what I can bring to your project ⭐ ✅ Top-notch experience in QuickBooks Online as a Certified ProAdvisor, Full-Charge Bookkeeper and Tax Preparer for individuals or small businesses ✅ Ability to quickly diagnose issues and identify pain points in bookkeeping processes and reporting ✅ Expert ability in processes from payables and receivables to payroll and bank reconciliation ✅ Extensive experience working with small businesses experiencing growing pains ✅ Expert understanding of GAAP best practices ✅ 24/7 ultra-reliable communication: you will always be aware of the project status ✅ Someone who cares about helping you succeed and bringing value to your business ⭐ Why you should choose me over other freelancers ⭐ ✅ Value & Integrity: I focus on providing value to all of my clients and earning their TRUST. ✅ Responsiveness: being extremely responsive and keeping all lines of communication readily open with my clients. ✅ Accuracy: my focus is on providing bookkeeping and tax clients with the most detailed, accurate financial information in an easy-to-understand format that becomes the basis for making sound financial decisions ✅ Kindness: one of the main aspects of my life that I implement in every facet by treating everyone with respect, understanding all situations with empathy, and genuinely wanting to improve my client's situations. If you've ever said, "My books are a mess" or, "I just need help!" then I'm the bookkeeper for you. My goal is to help you succeed! I want to solve this headache for you, so you can get back to the part of your business that you are passionate about! ⭐ What can I do for YOU? ⭐ ✅ Set up new QuickBooks Online accounts ✅ Find, investigate, and fix incorrect transactions ✅ Bank/Credit Card reconciliations ✅ Square/PayPal Account reconciliation ✅ Accounts Payable process setup (Purchase Orders & Vendor Bills) ✅ Accounts Receivable process setup (Estimates & Client Invoices) ✅ QuickBooks Online training ✅ TSheets/QuickBooks Time, Harvest (time tracking) ✅ Payroll (QuickBooks Online Payroll, Gusto) ✅ Maintaining books by coding transactions and keeping financials clean for decision making ✅ Financial Reporting (Profit & Loss/Income Statement, Balance Sheet, Cash Flow statement) ✅ Job/Project Costing & Project Profitability ✅ Automation & setting rules for recurring transactions ✅ App Integration (Gusto, Harvest, Amazon, Square, etc.) ✅ Budget formulation and tracking actual vs. budget ✅ Journal entries (amortizations, depreciation, loans) My background includes clients in the following fields: Design, Manufacturing, and Construction. My past roles include being a Full-Charge Bookkeeper, Business Manager, and Trainer in QuickBooks Online. I have over 13 years of bookkeeping experience. I welcome you to invite me to interview for your bookkeeping position and I'm looking forward to speaking with you soon! -Kathleen (Katie) Smith
    Featured Skill Bank Reconciliation
    PayPal
    Month-End Close Assistance
    Financial Report
    QuickBooks Online
    Purchase Orders
    Tax Preparation
    Accounting
    Invoicing
    Chart of Accounts
    Bookkeeping
    Accounts Payable
    Accounts Receivable
    Intuit QuickBooks
  • $48 hourly
    • 5.0/5
    • (12 jobs)
    With over 9+ years of experience in a variety of accounting positions, I am able to help you with all of your advanced accounting needs. My extensive knowledge of the accounting cycle and financial statements allows me to help business owners of all sizes build efficient bookkeeping processes designed to automate transactions and produce accurate and meaningful reporting on a regular basis. I'd love the opportunity to work with you too. Am I a good fit for you? - Are you needing 5 - 25 hours per month of bookkeeping? - Are you using QuickBooks, NetSuite, Intacct. or even Xero? - Do you need an expert who can teach you how to understand your financials and not just see numbers? - Would you like to be able to ask an expert your questions as needed? Ways I can help: - Accounting System Set-up/Consulting - Catch up / Clean up - Quarterly & Year End Bookkeeping Review - Contract Controller - Cash Flow Planning - GAAP Chart of Accounts - AR / AP Management - Payroll Processing - Sales & Use Tax Returns - Bank Reconciliations - Month- / Year-End Reporting - Audit Preparation My Qualifications ✔️ I have been working with QuickBooks, NetSuite, Xero, Bill.com, Intacct. ✔️ I earned my Master’s in Accounting Some of my current and past clients include: E-Commerce, Marketing, Event Production, Interior Designer, Construction Trade Contractor, Airbnb, Engineering, Healthcare, & multiple Professional Service Businesses. Send me a message and let's chat!
    Featured Skill Bank Reconciliation
    Invoice
    Light Bookkeeping
    Accounting Principles & Practices
    QuickBooks Online
    Xero
    Bookkeeping
    Accounting
    GAAP
    Oracle NetSuite
    Accounts Payable
    General Ledger
    Accounts Receivable
    Financial Report
    Sage
  • $150 hourly
    • 5.0/5
    • (5 jobs)
    I specialize in systems implementation and operations within the direct-to-consumer (D2C) and consumer packaged goods (CPG) industries. My expertise lies in designing and deploying scalable technology solutions, optimizing end-to-end supply chain processes, and integrating ERP, CRM, and fulfillment systems to enhance efficiency and customer experiences. I thrive on driving cross-functional collaboration to deliver projects on time and under budget while scaling operations for high-growth brands. With a strategic and data-driven approach, I focus on continuous improvement to ensure operational excellence and long-term business success for global brands.
    Featured Skill Bank Reconciliation
    Retail & Consumer Goods
    Consumer Goods
    Data Cleaning
    Data Analysis
    Troubleshooting
    Software Testing
    HRM Labs HRIS
    Account Reconciliation
    Finance
    Project Management
    Implementation
    Human Resource Information System Implementation
    ERP Software
    CRM Software
  • $50 hourly
    • 5.0/5
    • (3 jobs)
    Welcome! My name is Bree. I am a certified bookkeeper that takes the time and stress out of the bookkeeping for my clients. I offer a number of services to free up time for my clients such as organizing transactions, invoicing, paying bills, monthly reconciling, and more. I make the monthly financials easy to understand so my clients know the financial health of their business so they know what strategic decisions to make, whether that’s where to cut costs, increase revenue, and more. If this sounds like something that could help your business succeed, book a call with me, and let’s see how I can help you! Am I a good fit for you? - Are you needing someone to free up time with the bookkeeping every month? - Are you using or willing to switch to QuickBooks Online? - Do you need an expert to make the books and financial statements easy to understand? - Are you needing help knowing the financial health of your business so you can take actionable steps toward your goals? - Are you in one of these industries? ~ Real Estate ~ Professional Services ~ Freelancer If you answered yes, here are some things I can take off of your plate so you have more time to do the things that will get you to your business goals. Set up, Catch Up, and Keep Up your QuickBooks Online Bookkeeping, so you can spend your time growing your business. Here is what that'll include: - Accurately record your transactions so you have clean, tax-ready financials - Keep a clean paper trail and attach all supporting documents such as receipts and invoices - Pay your bills for you - Reconcile your bank accounts so you know the numbers up to date and correct - Customize reports so you can understand the numbers and gain actionable insights I've worked with clients from a few different industries such as: - Heating and Cooling - Real Estate - Airbnb - Restaurants - Speaker/Consultant In 3 easy steps, I can take care of your books. 1. Add me as an Accountant user to your QuickBooks Online account 2. Set up view-only access to your bank, credit card, and loan statements 3. I get the bookkeeping cleaned up, caught up, and kept up so you don't have to worry about a thing My Qualifications: - I helped take care of the books at a restaurant I use to manage at - I became a certified bookkeeper through a bookkeeping course - I have completed a lot of QuickBooks bookkeeping resources This is what you need to do next, for us to move forward: - Send me a message if you're ready to hire an expert to take the bookkeeping off of your plate. We will determine your project and needs next.
    Featured Skill Bank Reconciliation
    Financial Statement
    Financial Planning
    Bookkeeping
    Light Bookkeeping
    Financial Analysis
    Budget Planning
    QuickBooks Online
    Chart of Accounts
    Accounts Payable
    Account Reconciliation
    Balance Sheet
    Accounts Receivable
  • $75 hourly
    • 5.0/5
    • (1 job)
    As a highly skilled financial expert, I am confident in my ability to provide you with the expertise and guidance necessary to establish a strong financial base to propel your business growth. Although I am new to Upwork, I have over a decade of experience as a Certified Public Accountant (CPA) and have a proven track record of helping numerous business owners. With my extensive knowledge of finance and accounting principles, I possess the ability to assist small business owners in navigating the complexities of financial management which makes me an ideal partner for those seeking to establish a sound financial footing and promote sustainable growth. My services comprise a wide range of financial solutions, including: - Auditing and annual clean-up projects - Evaluating and implementing accounting systems - Budgeting, cash flow, and financial modeling - Account reconciliations and financial statement preparation - Forensic Accounting - Ongoing support and advisory services. You can count on me to provide the expertise and guidance needed to maximize your business potential. I look forward to the opportunity to work with you and contribute to the success of your business.
    Featured Skill Bank Reconciliation
    Microsoft Excel
    Shopify Apps
    Forensic Accounting
    Account Reconciliation
    QuickBooks Online
    Tax Planning & Advisory
    CPA
    Internal Auditing
    Budget Planning
    Forecasting
    Cash Flow Analysis
    Financial Analysis
    Financial Reporting
    Financial Accounting
  • $35 hourly
    • 4.9/5
    • (3 jobs)
    Prior to becoming a freelance bookkeeper, I spent 17 years as a Full Charge Bookkeeper for a CPA firm. I am familiar with a variety of software and have extensive experience with QuickBooks, both desktop and online, ProSeries, Word, Excel, Outlook and Google Docs. I am QuickBooks Pro Advisor and I am always eager to learn any new software that my client’s may use. My services include 1. Set up and customization of QuickBooks 2. Provide training in the use of QuickBooks 3. Accounts payable vendor set up, enter bills, track expenses, pay bills 4. Accounts receivable-customer set up, maintain the billing system, generate invoices and account statements, account reconciliations, post customers payments, collections. 5. Payroll-set up employees, verify time sheets, calculating paychecks, cut checks or initiate direct deposits, tax calculations, tax deposits, payroll tax returns and W-2s. 6. Sales tax- calculation of sales and sales tax amounts, file and pay sales tax returns. 7. Account reconciliations-reconcile bank, credit cards and other accounts as needed 8. Prepare and enter journal entries, monthly and annual transactions, financial statements, year-end tax returns My skills translate into savings for the client. I assist clients in the management of their finances and tax compliance requirements allowing them to focus on the advancement of their business. I am focused, efficient and organized professional and have an extensive background working with certified public accountants, small businesses, large companies, and individuals. I know the importance of honesty, confidentiality, dedication and responsibility.
    Featured Skill Bank Reconciliation
    Microsoft Excel
    Data Entry
    Asana
    Balance Sheet
    Intuit QuickBooks
    Financial Reporting
    Accounts Receivable Management
    Accounts Payable Management
    Bookkeeping
  • $40 hourly
    • 5.0/5
    • (7 jobs)
    Bring me your mess. I'll bring the virtual vacuum. 10% of my profits will be disbursed to charity's of my choosing. I currently donate to Feral Feline Friends of East Tennessee, Humane Society, Kiva, Go Fund Mes, Animal Crafts Rescue Groups, local food banks and anyone else I think could use a hand up. I'm a registered CPA with the state of Illinois, QuickBooks Pro Certified, and an advanced Excel user with 10+ years of accounting experience within various industries who can adapt to evolving accounting processes and a variety of technology. Core Strengths • Generally Accepted Accounting Principles • Process Improvement • Research, Investigation and Resolution • Time management • Flexible Team Player • Account Reconciliation Expert • Process Automation • Customer Relation Strategies • Financial Statement Analysis • Highly Organized Professional Experience: Governmental Accounting 2 years Fortune 500 Accounting 10 years Small Business Accounting 2 years Non-Profit Accounting (Volunteer Work) 6 years Full resume available upon request. Volunteerism: (My husband's job keeps us on the move.) Illinois PTO Treasurer Spring Trail Elementary June 2012 to June 2013 Texas NCST Treasurer Feb 2017 to Jan 2018 Girl Scouts Troop 129024 Treasurer May 2015 to May 2016 Nottingham Elementary PTA Treasurer Jun 2014 to July 2016 Leadership Katy Class of 2015 NCST Concessions Coordinator February 2014 to January 2016 Baby Gowns for Eternity January 2017 to February 2018 Tennessee Homeroom Mom Sept 2012 to Present Feral Feline Friends of East Tennessee- volunteer accountant Oct 2019 to Present UCMC Community Gardens- volunteer gardener November 2019 to Present Humane Society of Tennessee Valley- Dec 2019 to Present Ask a Master Gardner- Technical Questions Volunteer May 2020 top Present
    Featured Skill Bank Reconciliation
    Process Improvement
    Budget Management
    Microsoft Excel
  • $40 hourly
    • 4.9/5
    • (8 jobs)
    Twenty seven years of experience with bookkeeping, specifically working with QuickBooks. I will efficiently prepare a complete set of financial statements as well as manage accounts payable, receivable, bank reconciliations and staff payroll. Competent in maintaining accurate company-wide financial records and producing timely financial reports. I am also proficient with Microsoft Excel and Office. My goal is to free up your time, so you can concentrate on building your business. A hard worker with a reputation for confidentiality and integrity and responds well to challenges. Proven ability to recognize and resolve discrepancies. Strong planning and organizational skills which result in a significant improvement in financial controls. Attended Columbia College and completed 39 hours in Accounting and business classes. If you are interested in having peace of mind about your financials message me, 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. If we are, you will get accurate, and timely financials prepared by an expert that you can rely on. To send me a message, click on the green button at the top right of your screen to "Invite to Job."
    Featured Skill Bank Reconciliation
    Google Docs
    Microsoft Office
    Bookkeeping
    Intuit QuickBooks
  • $50 hourly
    • 0.0/5
    • (1 job)
    I'm a 25 year seasoned Bookkeeper and QuickBooks Pro Advisor. I can help you get your company's or non-profit's finances organized and help you SAVE money and EARN more revenue. Your accountant will love you for bringing me onto your team! And your checkbook will love me even more. I am a meticulous Bookkeeper and Small Business Consultant with advanced Accounting, Quickbooks ProAdvisor and Excel expertise. Successful at keeping accounts current and accurate for compliant, financial record keeping. Well-organized, diligent and focused professional with over 25 years of SUCCESSFUL business ownership. Driven and enterprising people-person with attentive nature and in-depth experience at finding profits for small to mid size business. I have successful performance records in: management, sales, finance, bookkeeping, fund-raising, consulting and marketing. I'm adept at building a climate of professional pride among team members and staff along with a strong commitment to your organization's team and to customer service. You'll find I'm a creative problem solver with the ability to motivate and find solutions quickly. As a detail oriented leader, articulate communicator and builder of cohesive work teams, I am the ideal team member to help you move your company ahead. Contract with me today to find out how I can help your business grow. Services offered: Bookkeeping cleanup and start up Month End and Year End preparation 1099 and W-2 preparation Bank Reconciliation Accounts Payable and Receivable management Vendor and Customer Invoicing Management Payroll oversight Lead generation Budgeting Merchant Services Strategic Planning Sales and Marketing Strategy Database and CRM Management Business Growth Planning
    Featured Skill Bank Reconciliation
    Tax Preparation
    QuickBooks Online
    Financial Statement
    Spreadsheet Software
    Month-End Close Assistance
    Financial Reporting
    Accounting Principles & Practices
    Bookkeeping
    Payroll Accounting
    Budget Management
  • $30 hourly
    • 5.0/5
    • (5 jobs)
    Because of my desire to pursue a career in bookkeeping and accounting, I have worked diligently to gain experience in the daily financial operations of a successful business. I have also earned a Bachelor’s Degree in Accounting from Union University to enhance my knowledge and skills, so that I will be better equipped for a position in this industry. My prior experience and the knowledge I have gained has given me the accounting and supervisory experience necessary to prepare me to be an asset to your organization. ● Experienced and proficient in multiple business and accounting software applications including QuickBooks, Microsoft Excel, and others ● Possess strong analytical and problem solving skills, and have extensive experience coordinating a multitude of tasks and responsibilities ● Self-motivated with a positive attitude and a willingness to work tirelessly to achieve personal and organizational goals If you are needing assistance with accounts receivable, accounts payable, bank reconciliations, data entry, or other bookkeeping needs, I eagerly await the opportunity to discuss my future with your team.
    Featured Skill Bank Reconciliation
    Accounts Payable Management
    QuickBooks Online
    Account Reconciliation
    Bookkeeping
    Data Entry
    Microsoft Excel
    Intuit QuickBooks
    Accounting Basics
    Accounts Receivable
  • $40 hourly
    • 4.3/5
    • (16 jobs)
    I offer Financial services and Digital Marketing expertise for Upwork clients. Accounting & Finance Expertise: I have been using Quickbooks as a business owner and a manager since 2002. I am an expert in bill entries, bills due report, bank downloads, account creation, monthly reconciliation, profit/loss, balance sheet reports... I can also help with year end tax reporting and year end close outs. I also build "reporting" files for business management that will help the managers see their key performance indicators. I am experienced in cleaning up books, uploading/coding up to 5 years of transactions. I will make sure your books are up to date to help grow your business. Digital Marketing Expertise: I worked in advertising and marketing since 1997. I worked for network agencies and big brands in Media and Account Management departments. I can manage your Social Media while you focus on your business. I have experience with Social Media Strategy, Content Calendars, Content Management and Reporting.
    Featured Skill Bank Reconciliation
    Numeric Fluency
    Account Reconciliation
    Accounting Basics
    Bookkeeping
    Accounts Payable Management
    Intuit QuickBooks
    Accounts Receivable
    QuickBooks Online
    Financial Accounting
  • $40 hourly
    • 0.0/5
    • (0 jobs)
    Dynamic, hardworking, and focused individual with the drive to succeed. Proven leadership, time management, and customer relation skills have developed through career growth and volunteer opportunities.
    Featured Skill Bank Reconciliation
    Bookkeeping
    Financial Reporting
    Business Operations
    Accounts Payable Management
    Budget Management
  • $45 hourly
    • 0.0/5
    • (2 jobs)
    *Quickbooks cleanup expert *Bookkeeping *Quickbooks Certified ProAdvisor I love numbers and helping business owners reclaim their valuable time. I am a virtual bookkeeper specializing in bookkeeping for service based businesses as well as online entrepreneurs, such as Shopify, Amazon and other online platforms. I would love to help you review and clean up your Quickbooks Online files and manage your ongoing bookkeeping needs. I am a Certified Quickbooks Online ProAdvisor and a member of the Digital Bookkeepers Association.
    Featured Skill Bank Reconciliation
    QuickBooks Online
    Vagaro
    Shopify
    Bookkeeping
    Intuit QuickBooks
  • $30 hourly
    • 5.0/5
    • (1 job)
    I am an Accountant and an experienced E-commerce Virtual Assistant, offering a unique blend of skills to help streamline your business operations and drive growth. With a solid background in financial management, I am adept at ensuring accurate bookkeeping, timely invoicing, efficient payroll processing, and comprehensive financial reporting. My proficiency in Xero and QuickBooks allows me to manage financial tasks with precision and efficiency. In the realm of e-commerce, I bring extensive experience in inventory management, order processing, and customer service. I understand the importance of a seamless shopping experience and am committed to ensuring your customers receive top-notch service. My skills extend to managing product listings, handling customer inquiries, and resolving issues promptly to maintain high customer satisfaction. I am proficient in various e-commerce platforms and tools, and I am always keen to stay updated with the latest trends and technologies in the e-commerce industry. This enables me to suggest and implement strategies that can enhance your online store's performance and customer experience. In addition to my technical skills, I bring strong organizational and communication skills to the table. I am known for my ability to manage multiple tasks simultaneously, meet tight deadlines, and communicate effectively with team members and clients. I am also experienced in handling administrative tasks, including scheduling meetings, maintaining files, and organizing documents. I am committed to using my skills and experience to contribute to your business's success. I look forward to the opportunity to work with you and help your business reach new heights.
    Featured Skill Bank Reconciliation
    Administrative Support
    Virtual Assistance
    Executive Support
    Communication Skills
    Microsoft Excel
    Payroll Reconciliation
    Payroll Accounting
    Month-End Close Assistance
    Accounts Receivable
    Accounts Payable
    Order Processing
    Inventory Management
    Microsoft Office
    Ecommerce Website
  • $70 hourly
    • 0.0/5
    • (0 jobs)
    Are you looking for a reliable CPA to streamline your finances, organize your data, or provide actionable insights to grow your business? I specialize in helping businesses, entrepreneurs, and organizations stay on top of their finances, maintain compliance, and make informed decisions based on clear, organized data. With extensive experience working with state agencies, local governments, and high-earning businesses, I bring the same level of professionalism and precision to my freelance clients. Whether you need ongoing bookkeeping, data-driven financial reports, or compliance monitoring, I deliver results that save you time, reduce stress, and support your success. How I Can Help You - Bookkeeping & Financial Reporting: Keep your finances accurate and organized for better decision-making and peace of mind. - Data Analysis & Reporting: Transform complex datasets into easy-to-read, actionable reports tailored to your needs. - Budgeting & Cash Flow Management: Develop financial strategies to keep your business stable and growing. - Grant Compliance & Monitoring: Navigate regulatory requirements and stay audit-ready with expert guidance. - Procurement Documentation Review: Ensure your processes meet state and federal compliance standards. - Accounting Software Setup & Optimization: Simplify your finances by transitioning to or optimizing systems like QuickBooks or Xero. Why Choose Me? - Freelance Flexibility, Professional Expertise: As an experienced CPA, I offer the high-level services of a traditional firm with the flexibility and personalization of a freelancer. - Transparency and Insights: I’ve prepared reports for state legislatures, the federal government, and high-earning businesses, ensuring transparency and providing valuable insights for decision-making. - Tailored Solutions: I adapt my services to meet your specific business needs, whether you’re a startup or an established company. - Proactive and Reliable: I pride myself on delivering accurate, timely results with open communication every step of the way. Who I Work With I work with businesses and professionals across industries, including: - Small Businesses & Startups - Construction Contractors - E-commerce Stores - Professional Service Providers - Community Developers - Nonprofit Organizations Let’s Get Started Whether you need help organizing your books, creating detailed financial reports, or navigating compliance challenges, I’m here to make your life easier. Let’s connect today and discuss how I can support your business!
    Featured Skill Bank Reconciliation
    Procedure Documentation
    Compliance
    Compliance Consultation
    Government Reporting Compliance
    General Ledger
    Microsoft Excel
    Financial Statements Preparation
    Writing
    Finance & Accounting
    Project Accounting
    Project Management
    Report
    Bookkeeping
    Accounting
  • $45 hourly
    • 0.0/5
    • (0 jobs)
    I'm a detail-oriented accounting professional with 8+ years of hands-on experience managing the full accounting cycle for small businesses and startups. From accounts payable/receivable and payroll to reconciliations, general ledger maintenance, financial reporting, and budgeting—I’ve got you covered from start to finish. I specialize in creating clean, audit-ready books and streamlining financial operations to save time and reduce errors. Whether you need help catching up on overdue reports, implementing efficient systems, or just want a dependable expert to handle your day-to-day accounting, I bring accuracy, insight, and peace of mind to every project. Skilled in QuickBooks, NetSuite, and Excel. Let’s simplify your finances so you can focus on growing your business.
    Featured Skill Bank Reconciliation
    Business Development
    HR & Business Services
    Startup Company
    Month-End Close Assistance
    Financial Reporting
    Accounts Payable
    Budget Planning
    Bookkeeping
    GAAP
    Journal Entries
    Payroll Accounting
    Microsoft Excel
    Financial Audit
    Accounting
  • $55 hourly
    • 0.0/5
    • (1 job)
    I am a skilled Accountant with a Master's degree, residing in Chattanooga, TN. I possess over 25 years of experience in accounting and bookkeeping. I am proficient with QuickBooks Desktop and QuickBooks Online, well-versed in all their versions. I have collaborated with various businesses across the United States. Notable among them are major companies like Hard Rock Cafe, Hot Topic, Lake Las Vegas Resort, and Arthur Andersen, where I provided valuable financial support. I hold certification as a QuickBooks Pro Advisor for both the Desktop and Online editions. Additionally, I am well-acquainted with other accounting software like Xero. Furthermore, I have obtained specialized certifications in Expensify and Bill.com.
    Featured Skill Bank Reconciliation
    Nonprofit
    Cash Flow Statement
    Accounts Receivable Management
    Accounts Payable Management
    Financial Reporting
    Finance & Accounting
    QuickBooks Online
    Balance Sheet
    Financial Accounting
    General Ledger
  • $55 hourly
    • 0.0/5
    • (0 jobs)
    Hello! I'm Rachael with 413 Books, a dedicated and detail- oriented bookkeeper with over 12 years of experience specializing in small businesses within the service industry. My goal is to empower business owners by taking the stress out of finances, allowing them to focus on what they do best- serve their clients. What I offer: - Comprehensive Bookkeeping: Accurate and timely recording of financial transactions and reconciliations. - Financial Reporting: Monthly and Quarterly financial reports to help you understand your business's performance, set budgets, and cash flow. - Accounts Payable and Receivable Services - Payroll Services: Streamlined payroll management for your team. - Assistance with tax preparation: I will work with your CPA or tax preparer to ensure Compliance and maximize deductions. - Set-up and maintain your Quickbooks Online Accounting - Peace of Mind for business owners Why choose me? - Personalized Service: I understand every business is unique, and I tailor my services to meet your specific needs. - Attention to Detail: I take pride in delivering accurate work, ensuring your financial records are always up- to - date and precise. - Diverse Clients: In the past and present I have worked with many small businesses in the service industry. Construction, Hairstylists, Salon Owners, Event Planners, Florist, Landscaping companies, Consulting Companies, and Property Management, giving me insight and experience to help any small business owner. Let's Connect! If you're ready to take your business's financial management to the next level, let's chat! I'm here to help you succeed. Here’s what getting started with me looks like: - First, we’ll schedule a video call so we can get to know each other. During this call, I’m also going to find out what your specific needs and concerns about your business are. - From there, you’ll add me to your QuickBooks account, and if you don’t have one, we’ll get you set up. -Then I’ll send over a QBO checkup and custom proposal that matches your goals. -Finally, you’ll hire me here on Upwork and we’ll get started. I look forward to working with you!
    Featured Skill Bank Reconciliation
    QuickBooks Online
    Job Costing
    Bill.com Accounts Receivable
    Bill.com Accounts Payable
    Intuit QuickBooks
    Financial Report
    Payroll Accounting
    Accounts Receivable
    Accounts Payable
    Accounting
    Bookkeeping
  • $30 hourly
    • 0.0/5
    • (0 jobs)
    Senior Accountant - CPA Experienced Supervising Senior Accountant with a demonstrated history of working in public accounting, specializing in Financial institutions. Strong Finance/accounting professional with a Bachelor of Business Administration (BBA) focused in Finance as well as a Bachelor of Business Administraion (BBA) focused in Accounting both from Middle Tennessee State University. Dedicated and results-driven Risk Advisory Consulatant with a proven track record of success in conducting comprehensive loan reviews and credit risk assessments. Skilled in analyzing loan portfolios, identifying potential risks, and providing strategic recommendations to mitigate those risks. Strong expertise in regulatory compliance and guidelines, ensuring adherence to industry standards. Excellent communication and interpersonal skills, collaborating effectively with cross-functional teams and maintaining strong relationships with clients.
    Featured Skill Bank Reconciliation
    Financial Statement
    Account Reconciliation
    Bank Statement
    Loan Processing
    Loan Approval
    Continuing Professional Development
    Accounting Basics
    Light Bookkeeping
    Bookkeeping
    Accounting
  • $30 hourly
    • 0.0/5
    • (0 jobs)
    Knowledgeable in Financial Reporting and Analysis of Balance Sheet, Income Statement and Cash Flow Analysis. Expert in Bank and Accounts Reconciliation, Payroll, Accounts Payable & Disbursements, Accounts Receivable processing & Receipts, Inventory and user of accounting systems software (Zoho Books, Focus 9, SAP, Xero, Peachtree, FoxPRo). I have a strong knowledge and experience in all accounting and finance processes. I believed i can be a very good help to your organization.
    Featured Skill Bank Reconciliation
    Accounting Report
    Financial Report
    Focus Groups
    Zoho Books
    Xero
    Accounts Payable Management
    Inventory Management
    SAP ERP
    Accounts Receivable Management
    Sage 50cloud
    Payment Processing
    Invoicing
    Account Reconciliation
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