Thank you for considering me for your next project or long-term partnership.
Over the last 7+ years on Upwork, I have worked with business owners across a wide range of industries helping them build stronger financial systems, clean up messy books, improve reporting accuracy, and most importantly — better understand the financial side of their business so they can make confident decisions.
While many professionals on this platform focus strictly on bookkeeping or accounting, I bring a very different perspective.
I combine over 20 years of corporate leadership experience, including 18 years as a Senior Manager with a Fortune 500 company, with 7 years of hands-on experience building and operating my own small businesses.
That combination gives me something most traditional accountants and fractional CFOs simply do not have:
A real-world operator’s perspective.
I understand what it actually feels like to run a business, manage cash flow, make payroll, scale operations, manage teams, navigate uncertainty, and make difficult decisions while balancing growth and profitability.
I know what keeps business owners up at night because I live it myself.
I am not your traditional accountant who simply categorizes transactions and sends reports at month-end.
I work alongside business owners as a financial partner focused on helping answer questions like:
• Where is cash leaking in my business?
• Can I afford to hire another employee?
• Why is revenue growing but cash flow still tight?
• What are my margins actually telling me?
• How do I build better financial systems to scale?
• What decisions should I be making based on my numbers?
My background started with earning my Accounting degree from Elon University, followed by over a decade specializing in bookkeeping and financial management while becoming a Certified QuickBooks ProAdvisor.
Over the years I have developed deep expertise supporting:
• Service-Based Businesses
• Digital Marketing Agencies
• E-Commerce Businesses
• Nonprofits
• Growing Small Businesses Preparing To Scale
I provide both traditional bookkeeping support as well as Fractional CFO and financial advisory services designed to help owners move beyond simply “keeping the books” and start using their financials to make better strategic decisions.
Services I provide include:
• Fractional CFO Services
• Cash Flow Forecasting & Management
• Financial Strategy & Growth Planning
• Profitability Analysis
• KPI Development & Business Performance Reporting
• Budget Creation & Financial Planning
• Financial Process Improvement & Operational Analysis
• QuickBooks Online Setup & Optimization
• Monthly Bookkeeping & Account Reconciliation
• Accounts Receivable & Accounts Payable Management
• Payroll Solutions
• Historical Cleanup & Catch-Up Bookkeeping
• Transaction Categorization & Chart of Accounts Design
• Monthly Financial Reporting (P&L, Balance Sheet, Cash Flow Statement)
I pride myself on being highly responsive, proactive in communication, and genuinely invested in helping business owners build stronger companies.
At the end of the day, clean books are important.
But understanding what your numbers are telling you is what truly drives growth.
I look forward to learning more about your business and discussing how I can help support your goals.!
Bookkeeping
Account Reconciliation
Accounts Payable
Accounts Receivable
Bank Reconciliation
Intuit QuickBooks
Payroll Accounting
Project Timelines
Project Delivery
Payroll Reconciliation
QuickBooks Online
Invoicing
Jordan S.
Glendale, Arizona
$19/hr
5.0
12 jobs
Your books are behind. Your revenue might be leaking. Let's fix that.
I'm a certified bookkeeper with 4+ years of experience cleaning up messy financials, closing the books monthly, and making sure nothing falls through the cracks. I've recovered $300K+ in unrecognized revenue and reconciled over 100,000 mismatched records — not for small operations, but for companies like Interior Logic Group and DoorDash.
Now I bring that same precision to small business owners who need reliable, done-right bookkeeping every month.
✅ What I Can Do For You
• Monthly bookkeeping & bank reconciliation
• Catch-up & cleanup bookkeeping (weeks, months, or years behind)
• Accounts receivable / accounts payable management
• Revenue reconciliation & discrepancy investigation
• Financial reporting (P&L, balance sheet, cash flow)
• QuickBooks setup, cleanup, and ongoing management
📊 Real Results
• Recovered $300K+ in unrecognized revenue at Interior Logic Group
• Reconciled 100,000+ mismatched records at DoorDash using SQL and automation
• Consistent 5-star reviews — "meticulous attention to detail," "far exceeded expectations," "completed quickly and efficiently"
🛠️ Tools & Software
• QuickBooks Online & Desktop
• Xero · SAP · Excel · Google Sheets · SQL
🎓 Credentials
• Certified Bookkeeper — NACPB
• QuickBooks Online ProAdvisor — Intuit (2022)
• Data Analytics Specialist — Codecademy (2024)
• BA Business Administration — Ashworth College
• AAS Accounting — Glendale Community College
💬 Let's Talk
If your books are a mess, you're not sure where your money is going, or you just need someone dependable to handle it every month — send me a message. I'll tell you exactly what needs to happen.
Bookkeeping
Accounting Basics
Accounts Receivable
Intuit QuickBooks
GAAP
Accounting
Microsoft Excel
Video Editing
Sales
Personal Budgeting
Direct Sales
Communications
Excel Formula
QuickBooks Online
Andrew P.
Chandler, Arizona
$10/hr
5.0
4 jobs
Detail-oriented and skilled bookkeeping professional with over 2 years of experience handling financial transactions, maintaining precise records, and ensuring adherence to accounting standards. Highly proficient in utilizing accounting software like QuickBooks, Xero, and Sage to generate financial statements, process payroll, and manage accounts payable and receivable. Experienced in reconciling bank statements, monitoring expenses, and preparing tax reports for small businesses and organizations.
Bookkeeping
Data Entry
Intuit QuickBooks
Anna Katherina S.
San Tan Valley, Arizona
$45/hr
4.9
83 jobs
I am experienced Multilingual Fluent Level (English - Spanish), basic (writing Portugues), Bookkeeper, I can help you from the simple to the complex Bookkeeping. I have been working for several US based businesses from for about 10 years ago, and in my knowledge areas for about +10 years, I am also a designer (logo, business cards, web site and brochures) and I am knowledge in Social media posts design, I am focused on managing the time and scheduling the work successfully, so everything be well done and updated!
Please take a look to my detail experience in the description below:
- 10 years experienced in accounting, bookkeeping and payroll Services In English
- 10+ years experienced in accounting, bookkeeping and payroll Services In Spanish
- 1 year experienced in accounting, bookkeeping In written Portugues
- 5 Years design experience: Logo, business card, brochure, flyers designer
- Social Media Posts Design (IG Post with Canva - Fcbk and Twitter Posts - Hootsuite)
- Wordpress
- English / Spanish Translations
Systems & Programs:
- Quickbooks Desktop
- Quickbooks Online
- Wave
- Intuit Payroll System
- Gusto Payroll System
- Remote Control: Anydesk - Team Viewer - Log me in - VPN Connections
- Microsoft Office Package
Contact me! I am looking forward to provide the Best Service!
Bookkeeping
Bank Reconciliation
Social Media Design
Susan S.
Tucson, Arizona
$25/hr
4.3
27 jobs
Hi, I’m Sarah — a dedicated bookkeeper, tax preparer, and mom of five who understands how chaotic life can get when money feels out of control. With 10+ years of experience managing finances for families and small businesses, I help clients simplify their books, reduce tax stress, and create financial systems that actually work in real life.
✨ Here’s what I bring to the table:
✅ Full-service bookkeeping (QuickBooks Online Certified)
✅ Tax prep and planning (especially for families, solopreneurs, and side hustlers)
✅ Budget building & financial wellness support
✅ Monthly reporting, reconciliation, and cleanup services
Whether you're behind on books, drowning in receipts, or just need someone trustworthy in your corner — I’ve got you covered. My mission is to help you feel in control of your money again.
Let’s connect and talk about how I can lighten your load.
Bookkeeping
Data Entry
Microsoft Excel
Affiliate Marketing
Adobe Acrobat
Online Chat Support
Data Analysis
Copy Editing
Customer Service
Customer Relationship Management
Customer Support
Article Writing
Blog Writing
Tax Return
Melissa Z.
Glendale, Arizona
$20/hr
5.0
6 jobs
Construction accounting professional with extensive experience supporting all construction companies. I specialize in helping contractors maintain accurate financial records, improve job profitability, and gain clear visibility into their business performance.
Services:
• Construction Accounting & Job Costing
• Bookkeeping
• QuickBooks Desktop Enterprise & QuickBooks Online
• Accounts Payable & Accounts Receivable
• Bank & Credit Card Reconciliations
• Payroll Processing
• Financial Reporting
• Work-in-Progress (WIP) Reporting
• Budgeting & Cash Flow Management
• Sales Tax Compliance
• Cleanup & Catch-Up Accounting Projects
• Buildertrend Integration & Support
Bookkeeping
Account Reconciliation
Accounts Payable
Accounts Receivable
Bank Reconciliation
Intuit QuickBooks
Microsoft Excel
QuickBooks Online
Accounts Payable Management
Microsoft Office
Microsoft Word
Google Workspace
Accounts Receivable Management
Sales Tax
Marketing
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