Hire the best Bank Reconciliation Specialists in the United States

Check out Bank Reconciliation Specialists in the United States with the skills you need for your next job.
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  • $50 hourly
    QuickBooks proficient working with Account reconciliations, Journal Entries, Accounts Payable, Accounts Receivable, Payroll, Payroll & Sales Tax returns, and Cash Receipts. Detail oriented with solid ethics. Quick learner that is friendly and pleasant to work with. Previously worked as a full charge bookkeeper for several different types of industries.
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    Bill.com Accounts Payable
    Wave Accounting
    Accounts Receivable Management
    Gusto
    QuickBooks Online
    Slack
    Accounts Payable Management
    Asana
    Chart of Accounts
    Bookkeeping
    Intuit QuickBooks
    Invoicing
    Account Reconciliation
    Microsoft Excel
  • $60 hourly
    HIGHLIGHTS Remote Full charge bookkeeper for many industries. - QuickBooks certified with extensive Quick books experience in both service and sales areas. -Over 25 years of Experience Reconciliations are one of my favorite tasks. - completed 10 PPP round one and two Loans, all of which have been forgiven -handled 15 EIDL loans that were all funded. - filed ERC credits for several companies and received the Maximum credits back for the companies -specialize in QuickBooks Account clean-ups and monthly maintenance. - Experience with job costing and tracking by class -handled payroll for up to 125 employees in over 30 states -quarterly payroll taxes -prepping your books for your accountant for Tax time - Sales Tax and Sales Tax audit Experience - fully insured - HIPPA certified -notary ACCOMPLISHMENTS Full charge bookkeeper and in house payroll as company went from public to private with a 15000% growth in employees in over 30 states in 11 months. Prepped books, assisted auditors and finalized quarterly SEC Audits Assisted in policy development and implementation as well as training all incoming support staff for the executive level. Dispatch and Scheduling along with job organization
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    Accounts Receivable Management
    Payroll Accounting
    Microsoft PowerPoint
    Bookkeeping
    Intuit QuickBooks
    Accounts Payable Management
    Income Statement
    Microsoft Excel
  • $45 hourly
    I assist business owners in getting their accounting system up to date and organized so they can make the best decision based on accurate financials. Are you looking for an expert and efficient accountant for your business? Are you needing help with automating your accounting process? Are you needing help with cleaning up and catching up on your accounts? Then look no further! I am a Certified Quickbooks Online Advanced ProAdvisor with years of diversified and progressive exposure and expertise in Accounting field. I’m specialized in all the areas of accounting functions including but not limited to: • Consultations/Advisory • Accounts payable and receivable • Bank/Accounts Reconciliation • General Bookkeeping • Sales Tax Filling • Month-end and Year-End Closing • Financial Statement and Reporting • Budget and Forecasting • Payroll Setup and ongoing filling • Software integration to streamline workflow and improve automation • Quickbooks online Setup, Clean up, Catch up • Quickbooks online Training Experience serving industry included but not limited to SaaS, Digital marketing, Law, Consulting, Hospitality, Restaurant, Construction and many more! Let me handle your books so you can focus on what you do best!
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    Accounting Advisory
    Budgeting & Forecasting Software
    Software Integration
    Financial Reporting
    QuickBooks Online
    Payroll Accounting
    Cash Flow Analysis
    Accounts Receivable
    Accounts Payable
    Account Reconciliation
    Balance Sheet
    Financial Accounting
    Bookkeeping
  • $40 hourly
    I have been working as a bookkeeper since 2008. I am ready to go the extra mile to achieve the best results in the shortest time. In my experience integrity and confidentiality are the keys to run a successful project. All my former and current clients had trusted me because I understand the importance of having a good turnaround time. One reason I particularly enjoy bookkeeping is the challenges that go along with it, since every business is different, and the opportunity to connect with people and their companies, so I can helping them grow. 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 I'm Looking forward to adding value to your business. ACCOUNTING SOFTWARE SPECIALTY: • Quickbooks and Xero - Certified Quickbooks Online Pro Advisor and Xero Advisor
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    Buildium
    QuickBooks Online
    FreshBooks
    Accounts Receivable Management
    Xero
    Accounts Payable Management
    Intuit QuickBooks
    Bookkeeping
    Accounting Basics
    Data Entry
    Microsoft Excel
  • $80 hourly
    "Outstanding Job! Ashley fixed my books quickly and got me back on the right path. She walked me through everything she was doing and set me up to do it on my own moving forward." "Ashley deserves more than 5 stars. We were very impressed with her professionalism and work. Amazing service." ---------------------------------------------------------------------------------- I do bookkeeping setup and cleanup for e-commerce businesses. Whether you're just starting out, just need someone to take over, or feel like you're flying blind - I've got you covered. Here are some of the services I provide: - Set up QuickBooks Online for your business. - Clean up messes left by others or get you caught up on your bookkeeping. - Maintain your books on an ongoing basis, keeping them accurate and up-to-date. - Troubleshoot specific issues or answer questions about bookkeeping for your business If you're in need of bookkeeping help - whether it's a huge mess to clean up or just a quick question, send me a message. I'd love to hear about your business and see what I can do to help.
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    Amazon FBA
    Account Reconciliation
    Chart of Accounts
    Sales Tax
    Accounting Principles & Practices
    Ecommerce
    Accounting
    Financial Reporting
    Shopify
    QuickBooks Online
    Intuit QuickBooks
    Bookkeeping
    Accounting Software
  • $40 hourly
    I help small business owners and entrepreneurs confidently grow their businesses with my bookkeeping and QuickBooks Online skills. With over 10 years of bookkeeping, you can be sure I will keep your books up to the standards. Studies show that efficient bookkeeping makes businesses more profitable, saving owners between $3,000-$10,000 and over 180 hours yearly to bring in more revenue and spend more time with their loved ones. As a certified QuickBooks ProAdvisor, I can recommend the right QuickBooks plan depending on your business needs, set up QuickBooks Online, integrate applications, teach you how to use them, or take over your books completely leaving you with more time to spend where it really matters. Cloud bookkeeping is very efficient and allows for a flexible lifestyle. With over 700 Intuit-approved applications we can find industry-specific apps. With cloud bookkeeping, you'll be able to get rid of paper junk, obtain real-time financial data, and up-to-date financial reports to help make decisions on the go.
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    Account Reconciliation
    Google Docs
    QuickBooks Online
    Bookkeeping
    Microsoft Excel
    Data Entry
    Accounts Payable
    Accounts Receivable
    Intuit QuickBooks
  • $50 hourly
    I specialize in supporting small business bookkeeping, payroll, and human resources needs. Organizing financial and employee data, creating structure, minimizing risk, ensuring compliance, saving money, and equipping businesses with the information they need are the ways I best serve my clients. I have seen many small businesses utilize their financial information solely for the purpose of filing their tax returns, however, I understand the value added to a business when their financial information is used strategically throughout the year. Financial data quickly becomes a powerful tool for growth and making decisions that position a company for success. When clients choose me to support their business, they are able to spend more time focusing on what they do best. Services I offer include: prior year book clean up, categorizing banking transactions, accounts payable, accounts receivable, reconciliations, chart of accounts review, revenue and expense tracking utilizing locations and classes, preparing financial statements, customized reporting, employee onboarding, payroll, and benefits administration. I will work with you to create a plan that sets your business up for success and maximizes your budget. As time has gone on, I've also provided personal financial services to some clients and am happy to support clients in this manner as well through Monarch Money.
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    ADP Workforce Now
    Sales Tax
    Human Resources Compliance
    Benefits
    Gusto
    Financial Statement
    Bookkeeping
    Payroll Accounting
    Intuit QuickBooks
  • $100 hourly
    Introduction: - I am a licensed CPA and CMA in California with 10 years of professional experience. Throughout my professional career, I have developed extensive accounting skills from working as a corporate accountant at public companies and startups, and a tax preparer at a CPA firm. These skills and experience allow me to offer reliable accounting/tax services, and business consulting and analysis services to many clients. I am dedicated to providing quality, value, and service to meet my customer’s needs. I look forward to working with you, and helping your business run and grow. Here are the service I provide: Accounting and Tax: -Preparation of Financial Statement -Financial Modelling/Forecasting/Budgeting -Bank/Credit card Reconciliations -Journal Entry -Account Reconciliation -Accounts payables and Accounts Receivables -Personal and Small business tax preparation -Cash Management Analysis -Planning and Forecasting -Sales and used tax -Small company Property tax -Manage and reconcile prepaid and amortization -Experience in fixed assets and depreciation -Capital lease and operating lease accounting Software Skills: - Quickbook - Excel - Oracle R12 - Netsuites - Xero - Freshbooks Rate: $75 is hourly rate for bookkeeping. We charge tax service on fixed rate. California Accountancy License Number: 134770
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    Asset Management
    Financial Management
    CPA
    Financial Statement
    Property Tax
    Cash Flow Modeling
    Cost Control
    Revenue Management
    Tax Preparation
  • $75 hourly
    With over 20 years of accounting experience I offer expert level service in all areas of accounting, bookkeeping, Excel spreadsheets, long-term projections and analysis, data entry, financial analysis, and administrative support. As a licensed real estate broker and over 10 years of housing experience, I also provide a unique set of skills that help you complete your project. As an executive level professional, I understand what is required to provide good service to clients and produce quality products in an efficient manner.
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    Income Statement
    Accounts Receivable Management
    Buildium
    Financial Accounting
    Financial Report
    Bookkeeping
    Intuit QuickBooks
    Accounts Payable
  • $150 hourly
    I am a results-driven financial leader with a proven track record of building robust accounting processes tailored to the unique needs of fintech startups. My expertise spans strategic tax planning, comprehensive bookkeeping, and tax preparation services, with a particular focus on emerging sectors like crypto, ai, e-commerce and real estate. As a Contract CFO, I have played a critical role in facilitating startup capital acquisition, creating scalable accounting frameworks, and ensuring financial compliance, which have been instrumental in driving growth and stability for innovative companies. With a deep understanding of the latest tax laws and regulations, I excel in designing and implementing streamlined processes that enhance efficiency, accuracy, and compliance. My ability to stay ahead of industry trends and legislative changes allows me to offer cutting-edge solutions that meet the evolving needs of clients. Whether overseeing audits, managing day-to-day bookkeeping, or preparing tax returns, I am committed to delivering exceptional financial stewardship and fostering the success of forward-thinking organizations. In short, what I'm selling is peace of mind. Entrepreneurs are experts in their craft and shouldn't be distracted or discouraged with the numbers.
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    Financial Projection
    Company Valuation
    Bookkeeping
    Business Planning & Strategy
    Cryptocurrency
    Business Analysis
    Accounting Principles & Practices
    Accounting Basics
    Tax Law Compliance
    Tax Preparation
    Financial Analysis
    Tax Planning & Advisory
    Strategic Plan
    QuickBooks Online
    Microsoft Excel
    Startup Consulting
    Corporate Tax
  • $75 hourly
    I am a CPA that offers detailed bookkeeping and tax return services for small businesses in the USA. I handle everything bookkeeping related and provide monthly updates so you can focus on growing your business. I have an Masters Degree in Accountancy and a Bachelor Degree in Business Administration with over 7 years experience in bookkeeping and tax accounting. I am currently employed as a CPA Tax Accountant at a CPA tax firm. I manage many different client's bookkeeping on a monthly basis and I have bookkeeping and corporate tax experience in many fields such as construction/contractors, health (doctors, clinics, & dentists), food service, e-commerce, breweries, real estate, and many more. I work fast and can take care of any of your Bookkeeping and Tax Return needs for a low fee with unlimited revisions for my work. If you need a lot of past catch up work, I can give you a discount. Please don't hesitate to ask any questions (I respond quickly). I am available for short and long term projects. All tax return related service will do be done through the company Temecula Valley Tax located in Murrieta, CA. (All work pay stays within UpWork) My Work Experience (Resume) as a Senior Accountant include the following responsibilities: • Preparing tax returns: Forms 1040, 1120, 1120s, and 1065. Mostly small business clients from a broad range of industries. Well knowledgeable and capable of advising clients. • Bookkeeping services: Preparation of financial statements and making any adjustments necessary to accurately close out the time period. • Payroll services: Setting up clients for first time payroll, maintaining client payroll on a regular basis, filing quarterly and yearly forms, educating clients on payroll software. • Sales Tax Filings: Filing sales tax and any other excise tax for clients. • Training & Supervising employees (and clients) and reviewing their work for accuracy. • Maintaining a high attention to detail while working in a fast-paced environment. • Advising clients based on their needs and acting as a sales representative for the company. • Audit support through gathering relevant information and filing required forms (Workers Comp Audits or Sales Tax Audits and any other Tax Related Audit for small businesses). • Tax Resolution services: Contacting the IRS and State Governments to resolve client issues ranging from a broad list of problems. • Tax Research: Capable of researching complex tax issues and constantly learning new laws and regulations necessary to maintain my CPA status. • Knowledgeable of Accounts Payable/Accounts Receivable procedures and capable of fixing issues. • Broad range of knowledge in various business industries such as restaurants, real estate rentals/investments, consulting firms, retail and service based businesses. I am fully knowledgeable on how to incorporate a business and maintain yearly licenses/registrations for clients. +++++++++++++++++++++++++++++++++++++++ Included in my Bookkeeping Services: • Preparation of Financial Statements (Balance Sheet, Profit & Loss, Cash Flow Statements) • Setting up a new company file (Chart of Accounts) • Entry of Bank/Credit Card transactions • Bank & Credit Card Reconciliation • Required Monthly Adjustments for Payroll, Loans, POS Merchant Processor, etc... • Converting from One Software to Another • Answer any accounting/tax related questions. • Tax consultation services. • Payroll Tax Form filing and paying employee wages. • Sales Tax and Excise Tax filings. • I work with: Quickbooks Desktop & Online, Xero, Freshbooks, Wave, & Billy Apps. I am a fast learner and can work with any other online software you may have.
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    Accounts Receivable
    Accounts Payable
    Sales Tax
    Taxes
    Tax Accounting
    Accounting
    Bookkeeping
    Payroll Accounting
    Data Entry
    Intuit QuickBooks
  • $45 hourly
    Hi, I'm Amy! I'm passionate and committed to helping business owners manage their finances and administrative tasks so they can focus on their customers and grow and scale their business. I enjoy working for and specialize in service based businesses and independent contractors, helping them take their business to the next level. QuickBooks Online Certified ProAdvisor High Value Services I Provide: - Monthly Bookkeeping - Invoicing & Bill payment - General Office Administration Expert Experience with: - QuickBooks Online - Zoho Books - Bill.com - GSuite - Excel - MS Programs Ready to focus on growing your business, schedule a call with me today!
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    Account Reconciliation
    Expense Reporting
    QuickBooks Online
    Microsoft Office
    Bookkeeping
    Customer Service
    Microsoft Excel
    Transaction Data Entry
    Intuit QuickBooks
    Accounts Payable
    Accounts Receivable
  • $75 hourly
    Hello, I am a bookkeeper who can assist you with managing your company's financial records in Quickbooks. I also am an Excel expert looking to assist others in building useful spreadsheets and templates to set you up for success.
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    Budget Management
    Accounting Basics
    Bookkeeping
    Balance Sheet
    Intuit QuickBooks
    Data Entry
    Microsoft Word
    Microsoft Excel
  • $50 hourly
    I have over 20 years of extensive Credit and Debt Collection experience. Including, but not limited to: filing court documents, working with attorneys in coordinating states, extensive research, returned checks, and credit card charge backs. Also have a great deal of experience with abandoned titles and working with DMV to obtain new titles. I have experience in Business Office Consolidations with primary focus on reducing company expenses and A/R Balances. In my previous role I was able to reduce the past due A/R balance by 20% in the first year. I am very detailed in all aspects of Accounts Receivables with extreme focus on Account Reconciliation and posting Journal Entries.
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    Customer Service
    Accounts Receivable
    Bookkeeping
    Debt Collection
    Accounting
    Account Reconciliation
    Accounting Basics
    Bankruptcy
    Microsoft Access
    Account Management
    Microsoft Excel
    Microsoft Word
    Data Entry
  • $65 hourly
    Are you feeling overwhelmed by messy books and bookkeeping chaos? Struggling to find the time to manage it all? Let me transform your bookkeeping stress into financial clarity! Hi! I'm Julia Mundo, I'm a professional bookkeeper with an accounting degree and over 15 years of experience in the industry. I specialize in helping service-based business owners like you streamline gain clarity about their business finances, empowering them to make informed decisions. Imagine having a partner dedicated to your financial success, allowing you to focus on what you do best—growing your business. Here’s how I can make a difference for you: - **Software Set-Up:** Get started on the right foot with a tailored QuickBooks Online setup that fits your unique needs. - **Historical Cleanup Services:** Tackle past discrepancies and gain a clear picture of your financial health. - **Account Reconciliation:** Enjoy peace of mind knowing your accounts are balanced and accurate. - **Accounts Payable & Receivable Management:** Keep cash flow steady and never miss a payment. - **Payroll Administration:** Ensure your team is paid accurately and on time, without the hassle. When you choose to work with me, you’re not just hiring a bookkeeper; you’re gaining a dedicated ally in your financial journey. Together, we’ll turn your bookkeeping into a powerful tool for growth, so you can reclaim your time and focus on what truly matters. Are you ready to bring order to your finances and take your business to the next level? Contact me today for a free consultation and let’s embark on this journey towards financial clarity and business growth together!
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    Account Reconciliation
    Financial Report
    Income Statement
    Video Cleanup
    Financial Statement
    Bookkeeping
    Payroll Accounting
    Cash Flow Statement
    Accounts Payable
    Intuit QuickBooks
    Accounts Receivable
  • $75 hourly
    ✅ QuickBooks Online Advanced ProAdvisor and Bookkeeper with a Bachelor's of Business Administration in Finance as well as 3 years of billing and accounting experience. I help companies setup their bookkeeping & job costing system, keep their bookkeeping current, and review 3 KEY financial statements on a regular basis using QuickBooks Online. Need your businesses QuickBooks Online bookkeeping cleaned up or caught up as well? I am here to help! For my previous employer I helped clean up a few months of billing for one of our larger customers and then kept it up to date and helped to ensure payment was received within 90 days. (This helps a lot with cashflow!) In addition I am Bookkeeper Launch (BL) certified! This means I have taken an extensive course on bookkeeping and passed the testing required for the course so I can help better serve my clients! 💥WHY CHOOSE ME OVER OTHER BOOKKEEPING FREELANCERS?💥 ✅ EDUCATION - I have a Bachelor's degree in finance, certification from a top-rated bookkeeping course, and QuickBooks Online Certification. ✅ DEDICATION - I am dedicated to helping all my clients in anyway I can. If you have a problem I will help you find the solution. If I don't know the answer right away I will find it. ✅ EXPERIENCE - I worked as a billing specialist for a construction company for two years and was promoted to an accounting clerk where I had several accounting tasks. As a business owner, you are probably so focused on your own customers and clients that tracking your finances is the least of your concerns. That's where I come in to help! I will help get your bookkeeping system setup and running so that you can always be tax ready, make more informed financial decisions, and know where your business sits so you can make adjustments when needed.
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    Job Costing
    Light Bookkeeping
    Accounts Receivable Management
    Bookkeeping
    Data Entry
    Accounting Basics
    Intuit QuickBooks
    Account Reconciliation
    Accounts Receivable
    Microsoft Excel
    Accounts Payable
  • $55 hourly
    I have 10+ years of experience in creating functional and visually appealing vba excel workbooks and dashboards. However, my excel knowledge is only half the package. I strive to not only deliver the finished project but ensure complete customer satisfaction. I am organized, accurate, reliable, and detailed orientated. You will walk away from the project content with both the work that was completed and my work ethic. What distinguishes me from others in my field? I have a wide range of experience in creating workbooks for different fields such as purchasing, engineering, planning, human resources, and finance. I am not confined to a box and mix and merge my experiences to successfully complete my projects. I look forward to not only doing a job right, but surpassing all expectations.
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    Administrative Support
    Macro Programming
    Dashboard
    Data Visualization
    Financial Analysis
    Intuit QuickBooks
    Accounts Payable
    Microsoft Excel
  • $50 hourly
    Thanks for looking at my profile. I am a remote bookkeeper that has extensive knowledge and experience in many fields. Pawn Shop and Contractors being my specialty but also have multiple e-commerce clients as well. I don't just do the numbers, I am an advisor who will look out for your company and to help you to know where your money is coming and going. I don't just take on jobs and brush them off to an overseas contractor, I am doing the work myself and so I get to know your business inside and out. I am: Quickbooks Advanced Certified Pro Xero Pro Advisor Freshbooks Advisor GUSTO Certified People Advisor Bill.com partner Expensify partner Gusto Partner Lastpass user Hubdoc user Receiptbank user Clickup user ADP Accountant Partner A2X Partner National Association of Certified Bookkeeper Member Missouri Notary Public Hold a PTIN from the IRS Have been fingerprinted and background checked by the FBI for the IRS Have 12 years experience doing all bookkeeping for 6 figure e-commerce store, monthly reconciliations. Income statements and everything they need to do their taxes at the end of the year.. Here’s how I can help you with your small business. 1. Set Up, Catch Up, and Keep Up your Online Bookkeeping so you don't have to worry about it. I will: - Accurately record your transactions so you can have clean, tax-ready financials - Keep a clean paper trail and attach supporting documentation in QBO - Do you accounts payable for you - Reconcile your accounts so you can be sure the numbers are right - Customize reports so you can understand the numbers and gain actionable insights 2. Payroll - I enter and control payroll for multiple clients, one being an 85 employee company. I have extensive knowledge in Pawn Shop accounting. The next step is to send me a message so we can start a conversation about your project and your needs. Don't worry - there's no obligation and the goal is to see if we are a good fit to work on your project together. At the very least, you'll get my input on your bookkeeping situation. Upwork is not the only place you will find my 5 star reviews. They can be found on my QuickBooks profile and website. Problem Solved MCole, March 26, 2021 "I had a major discrepancy between my P&L and other Sales reports. My CPA couldn’t figure it out, neither could another Quickbooks expert I hired. But Rebecca sorted out the problem in about 30-45 minutes. And it turned out to be an issue with Quickbooks for Mac. She was a smart, methodical, and a pleasure to work with. I would highly recommend her to anyone that needs help." Midwest Bookkeeping Solutions.
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    Gusto
    Xero
    Income Statement
    Chart of Accounts
    Bookkeeping
    Transaction Data Entry
    Accounts Receivable
    Balance Sheet
    Accounting Software
    Accounting Basics
    Intuit QuickBooks
  • $50 hourly
    I have 18 years of experience in the accounting industry, 13 years of experience as a full charge bookkeeper, including payroll and taxes, for multiple entities. I have worked for Intuit Quickbooks for the past year as a Live Bookkeeper. I specialize in month-end accounting for solopreneurs, entrepreneurs, and small businesses. That includes categorization, reconciliations, month-end reporting with a consultation. I also specialize in clean-up services to get your books up to date. I am detail-oriented and quick working so your job will be accurate and on time.
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    Financial Statement
    Biology Consultation
    Intuit QuickBooks
    Payroll Accounting
    Accounts Payable
    Accounts Receivable
    General Ledger
  • $40 hourly
    I am an accountant with over 10 years of experience. The software I am proficient with is QuickBooks, Xero, Wave, Excel, Shopify, ShiStation, and Office 365. My experience also includes working with startups setting up their accounting systems, A/R and A/P, inventory control, monthly reconciliation, budgeting for new projects or discounts, payroll, etc. I have a good understanding and experience in inventory management (inventory reorder point, inventory turnover, etc). Data analysis is one of the most important pieces of information one can compile and analyze. Love anything related to data; compilation of data, analyzing it, and making better decisions.
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    Shopify
    QuickBooks Online
    Xero
    Transaction Data Entry
    Accounts Payable Management
    Bookkeeping
    Office Design
    Microsoft Office
    Accounts Payable
    Intuit QuickBooks
    Microsoft Excel
    Microsoft Word
    Accounts Receivable
  • $90 hourly
    Are you an e-commerce business owner that is overwhelmed with keeping up with what it takes to run a business and maintain your bookkeeping? I am a QBO Proadvisor that specializes in E-commerce bookkeeping for businesses that sell on Shopify, Amazon, Etsy, Ebay, Wix & Woocommerce. I have worked for many years as a bookkeeper, in very different industries in the profit and non-profit sector but i have found that e-commerce bookkeeping is my passion. Every sales platform and every different payment processor has its own unique way of acquiring the knowledge that is needed for proper reporting. E-commerce bookkeeping requires a large foundation of technical language and processes to properly report sales. My clients have shared the frustration of dealing with other bookkeepers and accountants that don't really understand the e-commerce world. Their books are a mess and they are overwhelmed. Working through the clean up and nuances that come with each sales platform and payment processor is exciting to me. Not to mention, addressing Paypal, it is a tough challenge that I truly enjoy. I am detail oriented, professional, thorough, and organized. In addition, I can provide training in the applications necessary for you to understand your business. I am a certified Quickbooks ProAdvisor, certified in HubDoc and experienced in Google Docs as well as Microsoft Office.
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    Shopify
    Shopify Apps
    Sales Tax
    Financial Reporting
    Accounts Payable Management
    Accounts Receivable Management
    Bookkeeping
    Intuit QuickBooks
    Accounting Software
    Microsoft Excel
  • $40 hourly
    🌟 Transform Your Bookkeeping Stress into Financial Clarity! Are you a service-based small business owner feeling overwhelmed by bookkeeping? Are your books behind, and you’re struggling to find the time to catch up? Let me help you regain control and turn your financial chaos into clear, actionable insights! Hi, I’m Noemi Gonzalez, a Certified QuickBooks Online ProAdvisor with over six years of experience supporting small businesses, solopreneurs, and startups. My mission is simple: to free up your valuable time so you can focus on growing your business while I handle the numbers. Should We Work Together? Consider these questions: *Are you a small business or startup needing 5-20 hours of bookkeeping per month? *Interested in using or transitioning to QuickBooks Online? *Operating in service industries like Coaching, Travel, IT, Cyber Security, Realtor, Real Estate, Web Design, or Events Planning (to name a few)? If you've answered "yes" to any of these, I'm here to assist you with: *Efficient Bookkeeping Set-Up, Catch-Up, and Maintenance: Ensuring your QuickBooks Online accounting is always up to speed. *Transaction Recording: Keeping your books up-to-date and tax-ready, avoiding any last-minute hassles. *Account Reconciliations: Keeping bank, credit card, and loan accounts perfectly aligned. *Insightful Financial Reporting: Generating key reports including Profit & Loss, Balance Sheet, and Statement of Cash Flows. Why Choose Me? With my expertise, you’ll: ✅ Save hours every month to focus on your business, family, or personal goals. ✅ Gain peace of mind knowing your books are accurate, organized, and compliant. ✅ Enjoy financial clarity with actionable insights to grow your business. Next Steps Let's start a conversation about your project and specific needs. Send me a message – there's no obligation, just an opportunity to see if we're a good fit. If we are, you'll be on your way to financial clarity and tax readiness without the stress. My three-step process: 1. Discovery call - Get on a call with me to discuss your specific needs and requirements 2. QuickBooks Online review- I complete a QuickBooks online review to assess your financial situation. 3. Action plan meeting - We meet to review the action plan specifically tailored to you to clean and catch up on your books and deliver updated financial statements. A little bit about me: I live in NY with my husband, two children, and Maltipoos Benji and Lola. We like to bike ride and eat out on the weekends. I am also learning how to play chess. 📩 Ready to chat? Send me a message and let's discuss your project!
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    QuickBooks Online
    Income Statement
    Intuit QuickBooks
    Bookkeeping
    Tax Return
    Cash Flow Statement
    Balance Sheet
  • $34 hourly
    Analytical and Innovative accounting strategy, designed to help businesses to achieve financial growth. I am a Boca Raton-based Controller and Full-Charge Bookkeeper helping small to medium-size businesses. Together, we will establish accounting procedures by detailing daily business activities. I learn that bottlenecks are a part of conducting business, and the creation of daily tasks provides stability and the opportunity for growth. Please send me an invite to your job to start the conversation.
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    Wave Accounting
    Xero
    Bookkeeping
    Accounting Software
    Business Plan
    Microsoft Word
    QuickBooks Online
    Microsoft Excel
    Financial Report
  • $45 hourly
    ⭐⭐⭐⭐⭐"Eric is a life safer! Accounts payable using Quickbooks Online was passed on to me when our bookkeeper quit. I had very little training. After months of trying to figure it out on my own, I discovered Eric and he has been a life saver! He helped me to understand the big picture of QBO; how to correct my mistakes; how to understand reports, etc. He also helped me to better utilize Excel. He is very patient, kind, and explains things really well. I already recommended him to a friend who is trying to figure out QBO. " - Debbie E, Church of Christ I am a Quickbooks Online Expert and finance professional that helps small business owners learn and understand their business finances to take actionable steps towards more profits. Here's I can help: ✅ Establish the initial set up of Quickbooks Online (QBO), complete a catch up of your QBO, or build monthly process for the keeping up of your monthly bookkeeping. ✅ Help you select the best Apps and QBO integrations to optimize your accounting processes. ✅ Provide a look into your current and future cash flows through a planning forecast. ✅ Build a target budget and plan your profits. ✅ Help teach you the minimum required info to use Quickbooks Online. My simple three step onboarding: 1) Add me as an Accountant user to your Quickbooks Online account. 2) Provide read-only access to your bank(s), credit card(s), and any existing loan statements 3) I clean up, catch up, and set up your books so you don't have to worry about your numbers. I have been working with Quickbooks since 2018 and have my Pro Advisor certification for Quickbooks Online. If you think we are a good fit, the next step is to send me a message so we can hop on a quick call to chat about your project. And don't worry - there's no obligation to get involved, it's merely to confirm/validate if we'd be great for each other. Looking forward to connecting!
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    Budget Planning
    Forecasting
    Financial Analysis
    Financial Statement
    Accounts Payable Management
    QuickBooks Online
    Bookkeeping
    Intuit QuickBooks
    Accounting
  • $40 hourly
    Having extensive experience in accounting I can provide a wide range of services including bookkeeping, reporting, and cashflow forecasting. I am a QuickBooks Online Certified ProAdvisor as well as having significant experience with Wave software. I have worked with small businesses and non-profits on their accounting needs. If you are looking for a service oriented professional let's discuss how my skills can be used to assist in your success.
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    Wave Accounting
    Financial Reporting
    Cost Accounting
    Inventory Management
    Bookkeeping
    Budget Management
    Financial Variance Analysis
    Cash Flow Analysis
    Account Reconciliation
    Microsoft Excel
  • $45 hourly
    Are you looking to organize your church, small business or personal finances? With a Masters of Science in Accounting and over 9 years of accounting, tax preparation and HR experience, I am here to support you and your financial goals. I am hard working, honest, trustworthy and pay attention to the small details. I under promise and over deliver. You won't be disappointed that you hired me. Contact me today for the following services: - Bookkeeping or Accounting Services for Churches and Small Business - Personal and Business Tax Preparation - Tax Planning Services - Payroll Processing - Human Resource Support - Church Planting Financial Start-Up -Personal Budget and Debt Snowball Planning
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    Nonprofit Organization
    Financial Statement
    General Ledger
    Church Community Builder
    Tax Preparation
    Bookkeeping
    Payroll Accounting
    Sales Tax
    Intuit QuickBooks
    Accounts Payable
    Accounts Receivable
  • $40 hourly
    Do you need help cleaning up your QuickBooks Online or catching up on months of incomplete bookkeeping? Look no further! I specialize in providing professional and efficient QuickBooks Online Clean Up and Catch-Up services, ensuring your books are accurate, up-to-date, and ready for tax filing or financial reporting. WHAT I OFFER: 📌 QuickBooks Online Clean Up: Fixing errors, reconciling accounts, and organizing your financials. 📌 Catch-Up Services: Bringing your books up to date from past months. 📌 Bank and Credit Card Reconciliations: Ensuring accurate records and balances. 📌 Chart of Accounts Optimization: Streamlining your account structure for better financial tracking. 📌 Detailed Financial Reports: Ready for tax filing, investor review, or business insights. With years of experience as an expert accountant, I offer tailored solutions for small businesses to ensure your books are compliant and optimized. Whether you are a startup or an established business, I will help you achieve accurate financials and make informed decisions. WHY WORK WITH ME? ✅ Certified QuickBooks Online ProAdvisor with extensive expertise in clean up and catch-up. ✅ Fast Turnaround Time – I understand how urgent it is to get your books in order. ✅ Confidential & Secure – I follow strict protocols to maintain data confidentiality. ✅ Ongoing Support – I don’t just fix your books; I provide guidance on maintaining them moving forward. Get your books cleaned up and back on track with a reliable QuickBooks Online expert! Contact me today to discuss your needs.
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    Gusto
    Account Reconciliation
    Bookkeeping
    Accounting Basics
    Data Entry
    Accounting Software
    Microsoft Excel
    Accounts Receivable
    Intuit QuickBooks
    Accounts Payable
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