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Hire the best Bank Reconciliation Specialists in Texas

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Clients rate Bank Reconciliation specialists
Rating is 4.7 out of 5.
4.7/5
based on 252 client reviews
  • $55 hourly

    • 4.7/5
    • (108 jobs)
    During my professional career, I have worked with individuals who have made so little they were crying at my desk, all the way to people who made so much money the numbers barely fit on their tax forms. These experiences with everyone across the board have allowed to me to acquire a specialized skill set with individuals and their businesses creating a comprehensive service managing everything related to them starting their business, structuring it, keeping everything organized (bookkeeping, tax planning), all the way down to the ground floor with their personal return and financial plan. My approach allows people to get the information they need to make the best financial decision with their business and personal situations. Notable Work Experience: Assistant Controller at a Dallas Tech firm building out their accounting department processes Tax work with large C-Corps (100m+ revenue) and partnerships Tax returns and S-Corp specialty with Doctors, Lawyers, High net worth individuals I have worked with numerous industries including: Healthcare: Dental practices, Emergency Medicine Docs, Family Practice clinics, Health and Beauty Staffing: Executive staffing firms, Temp staffing Food and Beverage: Cafes/Tea Shops, Restaurant chains, Franchises Law: Para-Legal firms, Individual Attorneys, Legal practices Technology: App development, FAANG individuals (Stock options, options/straddles) High Net Worth individuals: Over 250k income per annum, Accredited investors with associated investments Real Estate: Syndications, Real Estate Investment, Individual Single/ Multi Family Rentals, Crowdfunded real estate I can do any of the following tasks: Setting up entity, consulting on entity type, building presentations for board meetings, data entry, consulting, bookkeeping, tax, financial consultation, administrative tasks, tax return & payroll filings, and much more. Happy to schedule a call to learn more about the project and looking forward to working together soon, Dustin
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    Tax Planning & Advisory
    QuickBooks Online
    Tax Strategy
    US Taxation
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    Tax Return
    Account Reconciliation
    Tax Preparation
  • $45 hourly

    • 5.0/5
    • (21 jobs)
    I realize busy business owners don’t have the time to mess with their bookkeeping. I offer a virtual bookkeeping service and provide clear financials for their businesses to help them make informed decisions throughout the year and to eliminate the stress of tax season. The basic bookkeeping service includes categorizing all business related income and expense transactions, reconciliation and issuing monthly Financial reports. Additional services that I offer; Accounts Payable, Accounts Receivable, and Payroll Processing. What makes me unique is that in my corporate career, my field of expertise was working with small businesses. I am a one woman shop with a fantastic network of Accountants, Legal Team, IT, QB Experts, Small Business Consultants, and Payroll Partners which brings a wholistic approach to serving my clients. I only work with Quickbooks Online. I'm highly proficient with Excel and PowerPoint and I love to add extra reports and charts outside of what QBO offers to bring unique insights into your decision making. I can work on an hourly rate, fixed rate per project or monthly fixed rate. I'm available anytime to my clients for consultations and strategy sessions which I do not charge for.
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    Microsoft PowerPoint
    Canva
    Financial Statement
    Financial Report
    Microsoft Office
    QuickBooks Online
    Accounts Payable Management
    Intuit QuickBooks
    Bookkeeping
    Microsoft Excel
    Data Entry
    Accounts Receivable
  • $50 hourly

    • 5.0/5
    • (6 jobs)
    Hey! I am a CPA with 10 years of experience working with some of the largest Fortune 500 companies in the world including: Google, Exxon Mobil, and HP inc. I have a masters degree in accounting from University of Texas at Austin, a CPA licensed in Texas and also a Certified Quickbooks ProAdvisor. I have a passion for helping small businesses get a clear picture of their performance and metrics. That is why I started a bookkeeping firm. My goal is to see satisfied clients who have an understanding of the financial health of their business. I am looking to grow my small bookkeeping business and I am looking to take on long term clients. I offer customizable solutions tailor made to your business needs. I am new to Upwork, so I will charge a discounted price for a limited time as I grow my client base. I pay close attention to detail and will really go the extra mile for you and your business. I set clear objectives and expectations and over communicate to make sure my clients always feel comfortable and secure.
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    Bookkeeping
    Data Entry
    Cash Flow Statement
    CPA
    Transaction Data Entry
    Guru Knowledge Management
    Xero
    Microsoft Excel
    Accounts Receivable
    Budget Management
    Payroll Accounting
    Balance Sheet
    Intuit QuickBooks
    SAP
  • $35 hourly

    • 5.0/5
    • (9 jobs)
    Are you suffering from business overwhelm and worried that your numbers may not be entirely accurate? I help busy professionals and small business owners get their books cleaned up, caught up, and kept up. I LOVE working with numbers, so if the thought of ledgers, spreadsheets, & financial statements makes your head spin, it may be time to outsource that task to someone who is excited to take it on for you. Someone like me! Are we a good match? --Are you a small business, start-up or solopreneur needing someone to take the bookkeeping tasks you dread off your plate? --Are you using QuickBooks Online, Xero, or Wave Accounting software (or ready to switch to one of them?) --Do you need someone who can show you what you need to know in regards to your books, in an easy-to-understand way? If you answered yes to these questions, then here's how I can help you. I will: 1. Get your books back in order and up-to-date. This includes (the nitty gritty): --categorizing all transactions so you have clean, tax-ready financials --reconciling all accounts to make sure every penny is in its place & the numbers are right --attach all supporting documents for an easy-to-follow paper trail --pay your bills using a Bill Pay system --produce customized reports so you will have actionable financial clarity to make decisions 2. Help you choose the right apps to integrate with QuickBooks in order to streamline & automate your processes 3. Teach you what you need to know about QuickBooks Online to help your business run more smoothly The reasons why you WANT me to do all of this (in a nut-shell): --It can help you become more profitable --Save you time that would be better spent elsewhere --Have you ready to go for tax time. For a more in-depth look at how to work with me, I have a step-by-step guide in my portfolio that will walk you through the whole process. My Qualifications: --I am a certified Advanced QuickBooks Online ProAdvisor --I have successfully completed the Intuit Bookkeeping course, Bookkeep Anywhere Virtual Bookkeeping Course, as well as the QuickBooks Payroll certification --I have an AAS in Small Business Entrepreneur from San Jacinto College (2006) -- I was a member of Phi Theta Kappa Honor Society and graduated Magna Cum Laude --I have been the Full Charge Bookkeeper for a corporation in the NDT (non-destructive testing) field since 2020 And just for fun, here's a little about me: I am from the Houston, Texas area. I come from a family of entrepreneurs (my dad, stepdad, and brother), so I understand the struggles and headaches small business owners go through. My hobbies include camping, hiking, bird watching, and competitive bodybuilding. The next step is to send me a message so we can discuss your project. You can tell me about your business and we can decide if I would be a good fit. No pressure. No obligation. At the very least, I can give you some input on your project or bookkeeping system. So if this sounds good to you, send me a message and we can talk.
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    Cash Flow Analysis
    Wave Accounting
    Account Reconciliation
    Financial Reporting
    Financial Statements Preparation
    Light Bookkeeping
    QuickBooks Online
    Accounts Receivable Management
    Accounts Payable Management
    Budget Planning
    Accounting Software
    Intuit QuickBooks
    Bookkeeping
  • $75 hourly

    • 5.0/5
    • (23 jobs)
    Hi, I’m Vijay Malani, a trusted tax preparer with over 8 years of experience specializing in tax preparation, accounting, and financial advisory. As an IRS Authorized Tax Preparer, QuickBooks ProAdvisor, and an ACCA-certified professional, I’ve successfully filed 735+ tax returns for businesses and individuals across industries. My top-rated status and 100% job success score on Upwork reflect my commitment to delivering exceptional results for my clients. Who I Help: I work with business owners, entrepreneurs, and individuals seeking expert guidance on taxes and financial management. My clients come from diverse industries such as Real Estate, E-Commerce, Professional Services, Manufacturing, Technology, and more. What I Offer: ✅ Tax Preparation & Filing - Federal and state income tax filings for 1040, 1120, 1120-S, 1065, and Schedule C filers. - Special expertise in multi-state taxation and international reporting requirements. ✅ Bookkeeping & Financial Reporting - Accurate, organized, and compliant financials tailored to your business needs. - Customized reports for better decision-making and cash flow management. ✅ Tax Planning & Strategy - Proactive strategies to reduce tax liabilities and maximize savings. - Advisory tailored for LLCs, S-Corps, C-Corps, and partnerships. ✅ Payroll Processing - Seamless payroll management using Gusto, ensuring compliance and timely payments. ✅ Sales Tax Filing - Expertise in filing and remitting sales tax across various U.S. states. ✅ CFO Services - Budgeting, forecasting, and strategic advice to help your business scale with confidence. ✅ IRS Resolution Support - Assistance with IRS notices, audits, and compliance issues to provide peace of mind. Certifications & Credentials: - IRS Authorized Tax Preparer - Associate Chartered Certified Accountant (ACCA) - QuickBooks ProAdvisor - Gusto Payroll Certified Why Choose Me? 🚀 Proven Expertise: Over a decade of hands-on experience delivering top-notch tax and financial solutions. 🎯 Results-Driven: My 100% job success score and top-rated status on Upwork speak volumes about my dedication to client satisfaction. 🔎 Detail-Oriented: I leave no stone unturned, ensuring accuracy, compliance, and maximum savings for every client. 💼 Industry Knowledge: Deep expertise in Real Estate, E-Commerce, Manufacturing, Technology, Healthcare, and more. 🤝 Client-Centered Approach: I tailor my solutions to match your unique goals and challenges. What My Clients Say: “Vijay’s expertise saved me thousands in taxes! His meticulous attention to detail and proactive communication are unmatched.” “I’ve worked with several CPAs, but Vijay stands out. He simplified complex tax issues and delivered outstanding results.” Let’s Work Together! Whether you need year-round bookkeeping support, tax filing, or strategic financial advice, I’m here to help you save time, money, and stress. Contact me today, and let’s start building a stronger financial future for you or your business!
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    Accounting Basics
    Tax Planning & Advisory
    Financial Statements Preparation
    Financial Accounting
    Wave Accounting
    Xero
    QuickBooks Online
    Accounting
    Bookkeeping
    Sales Tax
    Corporate Tax
    Certified Tax Preparer
    Tax Preparation
    Tax Accounting
  • $250 hourly

    • 4.9/5
    • (222 jobs)
    I pride myself in Top-notch, Multifaceted Business and Tax Consultancy services/solutions, including but not limited to:Accounting,Consulting,Tax preparation,Tax consultancy,Tax planning,Business Planning,Marketing planning and Strategy ,Book-keeping, Financial Analysis,Compilations,Reviews,Audit,Trademark Application and Registrations/Renewals at the best possible rate to all and sundry..............If I wont do it right,I won't do it at all
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    Content Writing
    Document Review
    Marketing Strategy
    HTML
    Financial Management
    International Taxation
    Bookkeeping
    Financial Analysis
    Financial Accounting
    Tax Preparation
    Intuit QuickBooks
  • $35 hourly

    • 4.9/5
    • (48 jobs)
    I am a musician and bookkeeper dedicated to providing precise work to all my clients. My training as a classical musician has helped me prepare for a career in bookkeeping. Both music and accounting require specialized knowledge, a theoretical framework on which the entire industry is based, understanding that details matter, and the ability to teach yourself new concepts or tools. I have previous Upwork experience in the music-publishing industry, where I honed my attention to detail even further by preparing written sheet music for publishing. Furthermore, my skills as a music teacher directly translate to helping bookkeeping clients better understand accounting concepts so that they can take control of their business with confidence. Head over to my specialized bookkeeping profile to learn more about how I can help your business. *Previous music copying work* I have experience transcribing pieces from older and messier versions for a variety of instrumentation as well as creating hymnal sheets. My engravings have been published in custom hymnals and music journals. I frequently use Finale to write my own arrangements, which are published on Sheet Music Plus, and am often asked to arrange sheet music for ensembles I perform with. In 2013 I earned a Bachelor's in Music from Southwestern University. Feel free to browse my work history to see what satisfied clients have to say!
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    QuickBooks Online
    Account Reconciliation
    Light Bookkeeping
    Financial Statement
    Financial Report
    Financial Accounting
    Bookkeeping
    Transaction Data Entry
    Accounting Basics
    Data Entry
    Intuit QuickBooks
  • $40 hourly

    • 5.0/5
    • (23 jobs)
    With over 15 years of experience in nonprofits, I have held roles on diverse accounting staffs, financial committees, internal audit teams, communications teams, website management groups, and graphic design development teams. This well-rounded skill set utilizes me as a dynamic team player. I am the sole proprietor of Frontier Fortitude, a creative business that offers graphic design, content management, transcription, archival and photo services. Founded in 2011 this business has taken shape to serve the client in creative ways to express their brand's vision. I graduated from Penn State with a BA in Digital Journalism & Media. I am looking forward to the next step in earning a master's in financial communications and business in the coming years. With my skill set: accounting, photography, design, content creation, and nonprofit management, I have found that media is key to relaying visual information to be used in marketing, budgeting, and effective communication for a company. Continued growth and use in innovative communication techniques allows a pivotal team player to produce the best product. Life itself is a "frontier" like no other. It is beautiful. Through creative content, photography, and social media communication is crucial for me to interact with the world around me and forge connections that are lasting and vital to humanity. Experience: Project Management, Budgeting, Content Creation, Accounting Policy & Procedure Creation, Meeting Facilitation, Staff Wellness Facilitator, Accounting, Proofreading, Editing, Graphic Design, Web Design Communication is key visually and verbally for all societies worldwide. I am here to help to that end to communicate effectively, efficiently, and creatively! Online/social media: web management (Wix, WordPress, and some Joomla), Facebook/IG scheduling posts for companies and text editing online Data entry: transcription from audio and visual journals etc. to web databases Graphic Design: logo concepts and design, newsletter branding and design, program design. Office Admin/Accounting: AP, AR, budget reporting, online credit card spending management, financial report pre, etc., filing, phone reception, and scheduling. I currently work as a full-time AP/AR Manager for AFC, Inc. and have 15 years for nonprofit experience in content and financial roles. Skills include: accounts payable, bank rec, cross-trained on payroll, deposits, interfacing into Microsoft GP, GL entries and adjustments, online CC management, financial reports, budgeting reports Freelance: (PRESENT) I am working for a non-profit volunteer-based re-enactor group presently (the 11th OVC) working on transcription from old Civil War logs and journals and helping fill in the database in a web-backend format online. This is currently a funded project via a grant. (PAST)I have freelanced recently for the William F. Cody Papers project that is housed here at the Buffalo Bill Center of the West. This project works in collaboration with the University of Nebraska Lincoln. I am a contracted transcriptionist. This project has concluded. Software: Microsoft GP, Microsoft Office Suite, Outlook, Office 365 web-based, Adobe Illustrator, InDesign, Photoshop (these are all strong mastered programs), Notepad, Adobe Reader/Acrobat, Wix webpage engine, Social Media page Management FB, Starbase data-entry web-supported backend research website, WIX, WordPress, GoDaddy Web, QuickBooks, Sage Intact Online, KDP templates & uploads
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    Image Editing
    Accounts Receivable
    Social Media Content Creation
    Social Media Content
    Accounts Payable
    Article Writing
    Digital Photography
    Website Content
    Graphic Design
    Publication Design
    Layout Design
    Email & Newsletter
    Email Communication
    General Transcription
  • $50 hourly

    • 4.8/5
    • (73 jobs)
    𝗧𝗘𝗖𝗛-𝗦𝗔𝗩𝗩𝗬 𝗔𝗖𝗖𝗢𝗨𝗡𝗧𝗜𝗡𝗚 𝗦𝗢𝗟𝗨𝗧𝗜𝗢𝗡𝗦 Bookkeeper, Tax Professional, and Problem-Solver Security is paramount and accuracy is the foundation upon which everything relies. 𝗤𝗨𝗔𝗟𝗜𝗙𝗜𝗖𝗔𝗧𝗜𝗢𝗡𝗦 ➣ Studied GAAP Accounting Principles, 2015 ➣ Top-Rated Upwork Freelancer, 2016 ➣ QuickBooks Online ProAdvisor, 2017 ➣ Authorized IRS eFile Provider, 2018 ➣ IRS AFSP, 2019-2025 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘 I have filed tax forms in over a dozen states, including WA, ID, OR, CA, AZ, WY, NM, TX, CO. My payroll tax expertise includes W9, 1099, W-2C, 941-X, CA EDD, IRS, LLC, EIN, S-CORP, IRA, 401K. I am also proficient in countless accounting software and e-commerce platforms, like Gusto, ADP, QBO, Stripe, Shopify, WooCommerce, PayPal, Amazon, eBay, and Multi-Currency. 𝗘𝗙𝗙𝗜𝗖𝗜𝗘𝗡𝗖𝗬 I operate on modern hardware with optimized performance. I guarantee you will only receive maximum productivity from my time. I average over 100 transactions per hour to begin basic bookkeeping tasks. This rate increases exponentially over time due to automation and proficiency. 𝗧𝗥𝗨𝗦𝗧 I respect your privacy and I value your trust. Your data belongs to you, it is your property. Therefore I take daily precautions to protect old and new client information to prevent any unforseeable complications. I will alert you if and when any error or undue risk is encountered.
    vsuc_fltilesrefresh_TrophyIcon Bank Reconciliation
    Zoom Video Conferencing
    Balance Sheet
    Amazon
    eBay
    Shopify
    PayPal
    Stripe
    Accounting
    Payroll Accounting
    Accounting Software
    Bookkeeping
    Income Statement
    Ecommerce
    QuickBooks Online
  • $65 hourly

    • 2.6/5
    • (6 jobs)
    I am a certified QuickBooks ProAdvisor. I am highly motivated and self-driven. I recognize Integrity is everything in business. I am very Tech-savvy and have strong communication skills. I take pride in my organizational skills and attention to detail. I understand that having a quick turnaround time is extremely important to my clients and I strive to exceed their expectations on all projects. It would be a pleasure to help you with: Bookkeeping Reconciliation of Bank Accounts Accounts Payable (bill paying) Accounts Receivable (invoicing) Deposit Reconciliation Journal Entries Adjustment
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    Medical Billing & Coding
    QuickBooks Online
    Account Reconciliation
    Tax Preparation
    Accounts Receivable
    Accounts Payable
    Data Entry
    Customer Service
    Bookkeeping
    Transaction Data Entry
    Microsoft Excel
    Tax Return
    Intuit QuickBooks
    Payroll Accounting
  • $25 hourly

    • 5.0/5
    • (20 jobs)
    I'm a seasoned accountant and QuickBooks Certified ProAdvisor with over 8 years of experience. My expertise includes Full-cycle Bookkeeping, Tax Accounting, Financial Reporting, QuickBooks setup, Training, Payroll processing, and budgeting. I've successfully collaborated with diverse clients, and thier testimonials highlight my reliability and attention to detail in streamlining financial processes. If you're looking for a dedicated professional to enhance your financial operations, let's connect and discuss.
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    Bill.com
    Xero
    Financial Reporting
    QuickBooks Online
    Payroll Accounting
    Account Reconciliation
    Chart of Accounts
    Accounts Receivable
    Accounting Software
    Accounts Payable
    Accounting
    Bookkeeping
    Intuit QuickBooks
  • $15 hourly

    • 5.0/5
    • (2 jobs)
    • Certified Bookkeeper, • Xero certified advisor • Payroll • QuickBooks Online Pro Advisor • Accounts Payable Management • Accounts Receivable management • Bookkeeping and Accounting Services for US/Australian/Canadian Businesses I have worked exclusively with QuickBooks for over 6 years and offer Full-Cycle accounting services, bookkeeping services and consulting to assist your company with meeting its financial goals. I am a highly skilled professional and small business owner with a Bachelors Degree in Business Management. I am proficient in financial analysis, forecasting and budgeting, retroactive bookkeeping and clean up, new account set-up, monthly bookkeeping maintenance, payroll processing, accounts receivable, accounts payable, bank reconciliation, journal entries, monthly and annual financial reporting, month end and year end closings. Full Project management from start to finish . What Can I do For You Categorization Bank Reconciliation Monthly Payroll AR and AP Bookkeeping Accounting Balance sheet Profit and Loss Income Statement Journal Entries General Ledger XERO QuickBooks Online Cheers! Abdul Fatah Expert Quickbooks Bookkeeper | Accountant | Xero certified
    vsuc_fltilesrefresh_TrophyIcon Bank Reconciliation
    Bank Statement
    Inventory Management
    Financial Reporting
    Financial Statement
    Account Reconciliation
    Gusto
    Light Bookkeeping
    Account Management
    Payroll Accounting
    Intuit QuickBooks
    Xero
    Balance Sheet
    Chart of Accounts
    Bookkeeping
  • $35 hourly

    • 4.4/5
    • (60 jobs)
    My purpose is to make you successful by tackling the one thing you do not want to do...accounting! Whatever your specialty consists of, do it and let me handle your books from start to finish. I am a personable and seasoned accountant with over 20 years of experience. My vast accounting experience include accounts payables, receivables, bank, credit card and paypal reconciliations and financial statements. I am an expert in accounting clean ups! I am a Certified Quickbooks ProAdvisor who is ready to help you.
    vsuc_fltilesrefresh_TrophyIcon Bank Reconciliation
    Payroll Reconciliation
    Bill.com
    Expensify
    Account Reconciliation
    Bookkeeping
    Accounts Payable
    Accounts Receivable
    Intuit QuickBooks
  • $60 hourly

    • 5.0/5
    • (3 jobs)
    Need Your Books Cleaned Up for Tax Season? Let’s Fix That! If your bookkeeping is a mess, you’re not alone. Many business owners wait until tax time to realize their books are disorganized, out of date, or missing critical information. That’s where I come in. I specialize in QuickBooks Online cleanups and catch-ups, getting your financials accurate, tax-ready, and stress-free! What I Do: ✅ Clean Up Messy Books – Fix miscategorized transactions, duplicate entries, and unreconciled accounts. ✅ Catch Up Past-Due Books – Whether you’re months or years behind, I’ll get you back on track. ✅ Get You Tax-Ready – No more scrambling before the tax deadline—your books will be clear, accurate, and CPA-approved. ✅ Provide Financial Clarity – Understand where your cash is going and how to improve profitability. Why Work With Me? ✔ Flat-Fee Pricing – No surprises, no hourly rates. You’ll know exactly what you’re paying upfront. ✔ Quick Turnaround – Time is money. I’ll get your books cleaned up efficiently so you can focus on running your business. ✔ Experience You Can Trust – I’ve helped dozens of business owners untangle their books and get tax-season ready. How It Works: 1️⃣ Grant me access to your QuickBooks Online (QBO) file. 2️⃣ I’ll conduct a Diagnostic Review to assess the state of your books. 3️⃣ You’ll receive a flat-fee proposal—clear pricing, no hidden fees. 4️⃣ Once hired, I get to work, cleaning up your books and making sure they’re tax-ready. Don’t Wait Until It’s Too Late! Tax season is coming fast. The longer you wait, the bigger the headache. Let’s get your books cleaned up now. 📩 Send me a message today, and let’s get started!
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    Accounting Principles & Practices
    Real Estate Investment Assistance
    KPI Metric Development
    Financial Analysis
    Financial Reporting
    QuickBooks Online
    Bookkeeping
  • $75 hourly

    • 5.0/5
    • (43 jobs)
    Experienced accountant for your bookkeeping and/or accounting. Skilled to get you from transactions to financial statements, or anywhere in between. I can help you when you don't have the time or do not like doing the books. Hire me to clean up your books, complete monthly bookkeeping tasks, and have your books ready for your tax preparer. Please contact me. I am happy to discuss how I can help you reach your business goals.
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    Payroll Reconciliation
    Payroll Accounting
    Data Entry
    QuickBooks Online
    Financial Reporting
    Financial Statement
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    Transaction Data Entry
    Account Reconciliation
    Chart of Accounts
    Microsoft Excel
  • $50 hourly

    • 5.0/5
    • (1 job)
    I understand that bookkeeping can be time-consuming and stressful. That’s why I’m here to simplify the process, providing peace of mind and freeing you to focus on what matters most—growing your business. I am an experienced Accountant with over 12 years of expertise in payroll processing, budgeting, bank reconciliation, electronic transactions, accounts receivable, full-cycle accounts payable, financial reporting, and 1099 Form preparation. I have a proven track record of consistently meeting deadlines, resolving discrepancies, and applying strong analytical skills to identify and resolve complex financial issues.
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    Asana
    QuickBooks Online
    Accounts Payable Management
    Payroll Accounting
    Accounts Receivable
    Accounts Payable
    Microsoft Office
    Microsoft Word
    Microsoft Excel
  • $75 hourly

    • 5.0/5
    • (10 jobs)
    As a Certified Public Accountant licensed by the State of Texas and the owner of David Malone, CPA, PLLC, I specialize in providing Client Advisory Services (CAS), consulting, and tax services to individuals and small to mid-sized businesses. My journey began long before I became a CPA, having worked in nearly every back-office area imaginable. This breadth of experience allows me to think outside the box and offer solutions that go beyond traditional accounting, aiding in the evaluation and enhancement of business operations for greater efficiency. My practice is dedicated to maintaining accounting records via QuickBooks Online (QBO), where I often offer wholesale subscription discounts to my clients. I also handle payroll requirements using Intuit QBO payroll. For tax preparation, I leverage Intuit's ProSystem Tax software to efficiently manage individual, S-corporation, corporation, and partnership returns. I guide my clients through a streamlined approach for managing monthly bank and credit card transactions, reconciliations, and financial statement preparation. By encouraging the integration of bank accounts with QBO and utilizing the "snap receipt" function on the QBO app, I ensure that business expenses are well-documented and audit-ready. I also encourage granting "accountant’s access" to financial institutions, which allows for efficient monthly reconciliations without client disruption. In handling 1099 contractor payments, I utilize QBO's 1099 preparation feature and verify payment details to ensure accuracy, occasionally resorting to third-party vendors when necessary. Whether working with established businesses or start-ups, I am experienced in converting manual-based accounting systems to digital ones, setting up charts of accounts, and entering historical data. This skill set is particularly valuable for clients needing to catch up on financial transactions over several years.
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    Xero
    Credit Scoring
    CPA
    Accounts Receivable Management
    Organizer
    Accounts Payable Management
    Intuit QuickBooks
    Bookkeeping
  • $35 hourly

    • 5.0/5
    • (3 jobs)
    Accomplished BSA/AML/OFAC Financial Crimes Compliance Professional with over ten years of progressive experience in the financial industry. Extensive knowledge of the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) regulations, and Office of Foreign Assets Control (OFAC) requirements. Proven track record in managing comprehensive compliance programs, conducting risk assessments, and overseeing suspicious activity reporting. Skilled in liaising with regulatory bodies and implementing effective policies and controls to combat financial crimes. Strong analytical skills, with the ability to interpret complex regulatory information and turn it into actionable strategies. Dedicated to maintaining the highest standards of compliance and integrity in all business operations.
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    SEC Regulation
    Regulatory Compliance
    Anti-Money Laundering
    Information Security
    Cyber Threat Intelligence
    Fraud Detection
    Report Writing
    FinTech
    Project Management
    Wealth Management
    Time Management
    Analytics
    Communication Skills
    Leadership Skills
  • $75 hourly

    • 4.7/5
    • (228 jobs)
    If you are in need for an experienced bookkeeper and use QuickBooks Online - look no further. Highly reliable, ethical and client-focused bookkeeper focusing on Quickbooks Online. If you've ever said "My books are a mess" or "I just need help!" then I'm the bookkeeper for you. No books are beyond saving, let me do the hard work for you so you can focus on what matters most - your business! What can I do for YOU? - Setting up new Quickbooks Online accounts - Accounts Payable/Receivable - Quickbooks Online training (my favorite!) - Forensic Accounting - Finding, investigating and fixing incorrect transactions - Bank/Credit Card reconciliations - Payroll (Gusto Partner) - Maintaining books by coding transactions and keeping the financials clean for decision making - Financial Reporting - Automation & setting rules - App Integration (A2X, Gusto, Paypal, Etsy, Amazon, etc) - Journal entries (accruals, amortizations, loans) - TSheets/QuickBooks Time (Partner & Certified) - Job/Project Costing - Depreciation tracking - A/R Factoring Some examples of successes with past clients: - Uncovered proof that an employee had embezzled over $1M from a client over several years. The proof that I found directly led to a conviction - Reconciled 5+ years of books for a client with several bank accounts that had ignored their books entirely. They were able to have clean books caught up to date and able to file their taxes - Advised several clients on how to save hundreds (to thousands) of dollars in areas such as credit card fees, payrolls, and deductions they were missing out on A little info about me: I'm the owner of Lone Star Bookkeeping, LLC which focuses on Quickbooks Online bookkeeping and accounting solutions for SMB clients. I pride myself on my speed, accuracy and integrity and I always put my clients' needs and timelines before my own. I'm a Quickbooks Online Advanced Certified ProAdvisor and have a BBA in Accounting from UT Arlington. I thoroughly enjoy taking on new clients, getting to know them and dive into their books to fix or uncover any issues they're concerned with. My background includes clients in the following fields: Oil & Gas, Doctor/Therapist offices, Manufacturing, Service Companies, e-commerce & physical retailers. My past roles include being a CFO, Controller, Accountant, Inventory Manager, and a Purchasing Manager. I have 15+ years of experience. My specialty has become fixing mistakes by less experienced bookkeepers and maintaining the integrity of each of my clients' books so they can make the decisions they need to for their business. My passion is teaching my clients by sharing my expertise so they understand why accurate bookkeeping is important and how it can affect their business and tax implications. I'm most rewarded by the client being happy with my work and hopefully leading to long-term business relationships. I put everything I have into my business. Gaining your respect and your business as a satisfied long-term client is my foremost goal. Choosing the right bookkeeper for your business can seem overwhelming and scary at times. Please feel free to read the reviews of some of my past clients, and allow me to put you at ease knowing that you're making a great decision. I welcome you to invite me to interview for your bookkeeping position and I'm looking forward to speaking with you soon! - Mark Flores Lone Star Bookkeeping, LLC
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    Balance Sheet
    Bookkeeping
    QuickBooks Online
    Account Reconciliation
    Financial Accounting
    Training
    Intuit QuickBooks
    Financial Statement
  • $45 hourly

    • 5.0/5
    • (4 jobs)
    I love accounting. I am an accounting nerd. What I love more is helping companies with sound accounting and financials so they can make sound decisions. I have many years experience in public accounting and bookkeeping. I am fast, efficient, and accurate. I have a dedicated office with all the technology necessary to provide the services you need your bookkeepers to provide. I would love the chance to speak with you about this position.
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    Financial Reporting
    Financial Statement
    Microsoft Office
    Sage 50 Accounting
    Payroll Accounting
    Bookkeeping
    Accounts Payable
    Data Entry
    Invoicing
    Accounts Receivable
    Intuit QuickBooks
  • $75 hourly

    • 5.0/5
    • (12 jobs)
    Hi, I'm Misa! I am an accounting professional with over 13 years of experience and QuickBooks Online expert. I specialize in helping entrepreneurs and small business owners understand their numbers and free up their time to focus on growing their business. Am I a good fit for you? - Are you a small or start-up business needing 5 - 20 hours per month of bookkeeping? - 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? - Are you looking for help with one of these industries: - Professional Services (Consultants, Tax Accountants, Therapists, etc.) - E-Commerce - Creative Agencies (Marketing, Branding, PR, Social Media) - Photography - Publishing If you answered yes to the above questions, see how I can help you with your small business in my Portfolio.
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    Financial Reporting
    Accounting Principles & Practices
    Accounts Receivable Management
    QuickBooks Online
    Bookkeeping
    Microsoft Excel
    Customer Service
    Accounting Basics
    Accounts Payable
    Accounts Receivable
    Budget Management
    Intuit QuickBooks
  • $60 hourly

    • 4.6/5
    • (33 jobs)
    Are you tired of spending countless hours on bookkeeping tasks instead of focusing on growing your business, pursuing your passions, or enjoying quality time with your loved ones? Look no further! Let me take care of your bookkeeping needs so you can reclaim your time and peace of mind. About Me: My name is Sue Smart and I am an experienced bookkeeper with a strong background in both QuickBooks Desktop and QuickBooks Online. Having relocated to the US from the UK almost 8 years ago, I bring over 20 years of comprehensive bookkeeping expertise to the table. I am also a Certified QuickBooks Pro Advisor, ensuring that I am up-to-date with the latest best practices and features of the software. Prior to specializing in bookkeeping, I spent 15 years in the banking and financial sector, providing me with a holistic understanding of financial processes. Services Offered: I offer a range of bookkeeping services tailored to meet the unique needs of your business. Whether you require weekly, monthly, quarterly, or annual support, I am here to assist you. My services include, but are not limited to: Accounts Receivable (Invoices & Collection): Efficiently manage your accounts receivable process, ensuring accurate invoicing and timely collection of payments from your clients. I will help you maintain healthy cash flow and minimize outstanding balances. Accounts Payable (Bills & Payments): Streamline your accounts payable procedures by organizing and processing bills, tracking due dates, and managing vendor payments. I will ensure that your financial obligations are met on time, preventing any late fees or penalties. Bank Account & Credit Card Reconciliation: Maintain accurate and up-to-date financial records by reconciling your bank accounts and credit card statements. This process guarantees that your financial transactions are correctly recorded, providing a clear view of your company's financial health. Integration with External Apps: Simplify your bookkeeping processes by integrating QuickBooks with external applications relevant to your business. Whether it's inventory management, point-of-sale systems, or time tracking tools, I will ensure smooth data integration and eliminate manual data entry. Setting up new QuickBooks Online accounts for clients: If you're new to QuickBooks Online or starting a new venture, I can assist you in setting up your account to align with your specific business needs. I will customize your QuickBooks environment, enabling seamless and efficient bookkeeping. Financial Reporting: Gain valuable insights into your business's financial performance through accurate and comprehensive financial reporting. I will generate customized reports tailored to your requirements, enabling you to make informed decisions and track key metrics. Clean Up: If your current books are in disarray, I can help you clean up and organize your financial records. I will meticulously review and correct any discrepancies, ensuring the integrity and accuracy of your financial data. Let's Connect: I understand that entrusting someone with your bookkeeping is a critical decision. That's why I am committed to building a strong partnership with you based on trust and open communication. I am excited to get to know you and your business, and I look forward to discussing how I can support your specific bookkeeping needs. Feel free to call me to schedule a consultation. Let me handle your bookkeeping, so you can focus on what truly matters to you and your business's success. Sue
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    Buildertrend
    Gusto
    QuickBooks Online
    Accounts Receivable Management
    Account Reconciliation
    Chart of Accounts
    Accounts Payable Management
    Accounting Basics
    Balance Sheet
    Accounting Software
    Bookkeeping
    Intuit QuickBooks
  • $60 hourly

    • 5.0/5
    • (195 jobs)
    I specialize in QuickBooks- both Desktop and Online. I do not offer QB training or tax filing. Menu of services: *Year end review-I partner with a CPA that will review your books and provide audited financials. *Start up-If you are starting a new business and have no idea what a Chart of Accounts is or how to set up Customers and Vendors then I will get you up and running *Clean up-Sometimes just don’t know where to book those receipts so you guess or put them all to Miscellaneous and let your CPA figure it out at Year-End. Maybe you are new to this or discover that your bookkeeper didn’t know as much as they said they did. Now your books are a mess and you can’t get a handle on how your business is doing. *Catch up-This is a great service for the business owner who wants to keep their own books but has fallen behind. I can step in, get everything caught up so you are back up and running. *Monthly Review-If you are the business owner who wants to enter bills, cut checks and create invoices but not deal with the monthly bank reconciliations and needs someone to reconcile accounts and review the months transactions for accuracy. *Full Service Bookkeeping-I handle all transactions for you. *Custom Plan- We come up with a custom plan that fits your needs
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    Inventory Plugin
    General Ledger
    Financial Reporting
    Month-End Close Assistance
    Financial Analysis
    Job Costing
    Bookkeeping
    Transaction Data Entry
    Accounts Payable
    Microsoft Excel
    Intuit QuickBooks
    Accounts Receivable
  • $40 hourly

    • 5.0/5
    • (5 jobs)
    I have 20 years experience in corporate accounting. I've worked in retail, manufacturing, medical and the oil and gas industries. I possess an Associates degree with an emphasis in accounting and business. I have excellent communication skills, and am adept to accounting software and new technologies. I have stellar organization skills and work with integrity, honesty and trustworthiness. I am very detail oriented and I am flexible to adapt to different working styles. I am very happy working with numbers, and have an inquiring mind.
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    Themis Solutions Clio
    QuickBooks Online
    Adobe Acrobat
    Microsoft Word
    Financial Analysis
    Intuit QuickBooks
    Bookkeeping
    Account Reconciliation
    Balance Sheet
    Accounts Payable
    Microsoft Excel
  • $75 hourly

    • 5.0/5
    • (22 jobs)
    Focus on growing your business by leaving your accounting and bookkeeping work with the expert! Present Customer profile: ▾New start ups ▾Non profits ▾Growing start ups ▾Small and medium-sized established companies Extensive knowledge and experience with the following: ▸Quick books Online-Certified Advanced Pro Advisor/Desktop ▸Microsoft Excel and Word ▸Preparing & processing payrolls-940/941 /1099's/W-2's ▸Payment Processor/Merchant banking -PayPal /Stripe/Square ▸Paychex, Gusto, Intuit Pay cycle, T Sheets, Insperity Certifications and qualifications: ◾ CPA with over 10 years of experience ◾ Chartered accountant with both public accounting as well as audit experience Other Special services: ◆ Budgeting and forecasting ◆ Financial statement preparation and analysis ◆ Sales tax filings ◆ Cash flow management & Forecasting ◆ Setting up Chart of Accounts ◆ Bank reconciliations ◆ Quick Books training ◆ Getting books 'Tax ready' If you've fallen behind in your bookkeeping or looking to just get away from the daily accounting work involved with a business, look no further. My extensive knowledge of small and medium sized business accounting together with my expertise in multiple accounting applications will ensure that you are in the right hands.
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    Financial Statement
    Internal Auditing
    Sales Tax
    Intuit QuickBooks
    Bookkeeping
    Accounts Receivable
    Payroll Accounting
  • $50 hourly

    • 5.0/5
    • (13 jobs)
    Hate dealing with your business books & Taxes? Wish you had someone to take that off your plate? I'm here to help! Being a tax accountant (by day), I understand the importance of keeping your books organized! I can help ensure all of your income/expenses are accounted for properly and reconcile your accounts on a monthly basis. I own and operate my own bookkeeping & tax business and have my business licenses with Texas State. My long-term goal was to grow my business and transition to working for myself full-time. I achieved this goal in June 2010. I specialize in single-member LLCs, sole proprietorships, S-corps, Corps, and Partnerships. My exceptional services include: ● Data entry and maintaining a day-to-day record ● Maintaining sales, purchase, and cash journals ● Ratio analysis ● Preparing financial statements ● Budgeting and forecasting ● Payroll management ● Bank reconciliation ● Maintaining financial reports at every interval (weekly, monthly quarterly, semi-annually, and annually) I look forward to speaking with you to see how we can assist each other to reach our business and life goals. Thanks, Ashley
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    Intuit Lacerte Tax
    Intuit Proconnect Tax
    Corporate Tax
    CPA
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    Accounting Principles & Practices
    Communication Skills
    Certified Tax Preparer
    Tax Preparation Software
    Balance Sheet
    Accounts Receivable
    Payroll Accounting
  • $45 hourly

    • 5.0/5
    • (8 jobs)
    Shahin is seasoned with over 25 years of solid experiences in the field of accounting and bookkeeping providing quintessential services to various SMEs within eCommerce, Real Estate, Accounting Firm, Web Development, Marketing, Travel/Hospitality and Healthcare industries. She is scrupulous in the tasks she do to efficiently get as much things done as possible. With a knack in navigating and learning different cloud-based softwares and applications, she is able to problem-solve and overcome setbacks that he may run into while doing the daily rounds of tasks on the job. Perceptive and nimble in following instructions and SOPs, she is very capable in delivering client specifics. At the same time, consciously looks out for process improvements where possible. Her arsenal at your disposal includes, but not limited to: √ Accounts Payable Management √ Accounts Receivable Management √ Bank and Credit Card Reconciliations (Including employee credit cards) √ Stripe and Paypal Multi-Currency Reconciliations (Including currency conversion transactions) √ Credit Notes and Refunds Management √ End to end Procurement Process Management (Quotes, Purchase Orders and Sales Invoices √Respond to IRS and tax authorities. √ Payroll √ Bank Loan Recording and Tracking √ Journal Entry It is in her professional DNA to measure up to the duties and responsibilities required by the job delegated to him. She believes that in order to be successful in any role, effectively executing the learnings gained and passionately learning the things that are yet to be gained are both equally crucial. These are also her strategic advantage in staying competent with today's ever-changing modern business demands.
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    HR Policy
    Tax Accounting
    IRS Income Tax Audits
    IRS Resolution
    Tax Preparation
    Accounting Advisory
    Xero
    FreshBooks
    Android App Development
    Accounting
    Payroll Accounting
    Tax Law Compliance
    Microsoft Excel
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