An experienced bookkeeper and US tax specialist proficient in financial operations and compliance. Has successfully managed bookkeeping and tax preparations for over 100 businesses, including small startups and larger enterprises. Expertise in accounting software like QuickBooks and Sage 50, specializing in full-charge bookkeeping, tax planning, and financial consulting. Core skills include bank reconciliation, financial reporting, and tax optimization, applied to deliver precise financial management and streamline tax processes effectively
Hi there! I'd be happy to take the financials off your to-do list.
I have 5+ Years of professional Accounting & Consulting experience in:
✅ Quickbooks, Xero, Sage
✅ Bookkeeping & Accounting
✅ Back-office Administration
✅ International & Cross Border Business
✅ Foreign Currency Conversion
✅ E-Commerce
I have worked with hundreds of international Businesses selling products through E-Commerce platforms.
I've with Shopify, Amazon, Paypal, Etsy, all major banks, Brex, Quickbooks, Xero, Sage, Gusto, ADP, Intuit, Stripe, Square and many more.
I can help share software best practices (Payroll, Merchant, Marketing, Etc), expert advice on how to automate your business and increase efficiency.
My Management and bookkeeping services help your business streamline and automate your company's financials.
Bookkeeping
Account Reconciliation
Balance Sheet
Intuit QuickBooks
Xero
Microsoft Excel
Income Statement
Payroll Accounting
Automation
Sage 50cloud
Financial Analysis
Shopify
Ali M.
Toronto, Canada
$24/hr
5.0
7 jobs
CA based Certified Accountant
With over 8 years of Accounting / Bookkeeping experience and a Master’s in Finance, I have managed a portfolio of 30+ clients across various industries. This experience has provided me with a comprehensive understanding of bookkeeping, taxation, and financial reporting. My focus is on helping small to mid-sized businesses stay organized and gain financial clarity, enabling them to focus on growth while I handle their financial needs with accuracy and professionalism.
Here is what you can expect from me:
-QuickBooks Online setup & cleanup
-Bank & credit card reconciliations
-Accounts payable & receivable
-Inventory tracking & COGS allocation
-Monthly financial reporting (P&L, Balance Sheet, Cash Flow)
I would be thrilled to collaborate with you and your team!
Bookkeeping
Account Reconciliation
Accounts Payable
Accounts Receivable
Bank Reconciliation
Microsoft Excel
Financial Report
QuickBooks Online
Microsoft Office
Accounting
Tax Accounting
Taxes
Taxation
Payroll Reconciliation
Payroll Accounting
Delna M.
Toronto, Canada
$5/hr
5.0
3 jobs
I install the entrepreneur's. You become the person clients have been waiting for. Then you
don't need me.
You left a six-figure corporate career because you were excellent at what you do.
Three years in, you're billing $3,000–$7,000 months on expertise worth $15,000–$25,000.
The inbox is quiet.
Referrals have dried up.
The mask at networking events is getting heavier.
You tell yourself it's a slow quarter.
It's been eight slow quarters.
You're running a business with an employee's operating system.
The skills that made you successful inside the company are not the same skills that make you successful outside it.
Until that shifts, no strategy will hold.
I install the entrepreneur's - for experienced independent professionals whose expertise has stopped producing the revenue it should.
RECENT CLIENT RESULTS
Accountant: 352 posts, $750 in Google Ads, zero inbound clients. Rebuilt everything. $4,200 closed deal in 19 days. 12× increase in average deal value.
Retirement planner: 55 cold messages, 1 rejection in three months. 29 days with me: 3 paying clients, $6,000 closed.
Graphic designer: 250+ posts in 12 months, 2 coaches, zero revenue. Four weeks with me: 6 inbound inquiries, €8,750 in pipeline. 600% lead increase.
Bookkeeper: $1,000/month, silent inbox. Built the system. 52,000 weekly impressions. Inbound conversations every week.
Estate planner: invisible for 11 years on LinkedIn, 30+ years of expertise hidden. Repositioned everything. 5 offers in 90 days, 260% salary increase.
THE PRACTICE
One-on-one.
Four interconnected systems built inside your business: positioning, content, inbox, sales.
Brand identity and client acquisition under one roof, in partnership with a dedicated branding strategist.
WHAT MAKES THIS DIFFERENT
I am not a coach.
No templates.
No group calls.
No playbooks handed at the door.
I operate inside your business.
We install the infrastructure together, node by node, built with you, not handed to you.
I am in the engine room until the system is running.
The system only works when the person behind it changes -- from the employee's operating system to the entrepreneur's.
That shift is the work most people skip. I don't.
BACKGROUND
Finance, audit, and capital markets foundation.
Tata Steel ($30Bn steel conglomerate, Treasury).
HDFC Asset Management ($50Bn+ AUM, Client Services).
Mazars ($2.1Bn global audit firm, Internal Audit).
I've built my life across three continents, starting from zero in each one.
New cultures, new codes, new networks from scratch.
Precisely the muscle my clients need when they leave corporate.
If your revenue does not match your expertise, the gap is diagnosable.
Write to me.
Tell me what you do, who you serve, and what isn't working.
I will tell you what I see.
B2B Marketing
B2B Lead Generation
Content Audit
Content Creation
Content Writing
Content Planning
Content Marketing Strategy
LinkedIn Lead Generation
LinkedIn Marketing
Content SEO
Copywriting
John H.
Toronto, Canada
$40/hr
5.0
2 jobs
Your funnel brings in leads. Your system loses them.
I build the backend that captures, nurtures, and converts — so revenue stops
falling through the cracks.
I'm a GoHighLevel specialist and automation systems architect. I don't just
set up tools — I engineer the full revenue system: CRM, follow-up, onboarding,
AI chatbots, and funnel architecture, all connected and actually working together.
──────────────────────────────────────
PROOF IT WORKS
──────────────────────────────────────
Helped a coaching company scale from $680K → $1.2M ARR by rebuilding their
entire backend — CRM, automations, onboarding, and fulfillment systems.
(External client engagement)
──────────────────────────────────────
MY GUARANTEE
──────────────────────────────────────
Every system I deliver meets the agreed scope — or I revise it until it does.
If revisions don't resolve it, I'll refund the milestone.
You take zero risk hiring me.
──────────────────────────────────────
WHAT I BUILD
──────────────────────────────────────
→ GoHighLevel CRM setup, workflows & full automation builds
→ AI chatbots for lead qualification & customer support
→ Sales funnels & high-converting landing pages
→ Zapier / Make / API integrations (no-code & custom)
→ Lead capture, nurture & follow-up sequences (email, SMS, voicemail)
→ Client onboarding & fulfillment automation
→ GHL white-label SaaS builds & agency snapshots
──────────────────────────────────────
WE'RE A STRONG FIT IF
──────────────────────────────────────
- Your CRM is a mess or your team avoids it
- Follow-up is manual and leads are going cold
- You're scaling but operations are breaking
- You want a system built once that runs reliably
──────────────────────────────────────
MY PROCESS
──────────────────────────────────────
1. Audit → Identify bottlenecks and revenue leaks
2. Blueprint → Design scalable system architecture
3. Build → Implement, test, and optimize
Tools: GoHighLevel · Zapier · Make · OpenAI · OpenClaw · Twilio · Webhooks · REST APIs · ClickUp · Asana · Trello · Google Drive · Slack · Zoom · Instantly.ai · Typeform · Stripe · QuickBooks Onine · Docparser · HeyGen · ETC!
──────────────────────────────────────
New to Upwork — not new to the work.
5+ years building revenue systems for real businesses, backed by a zero-risk
guarantee. Message me and I'll respond within a few hours.
Marketing Automation
Marketing Automation Software
ClickUp
Marketing Automation Audit
Marketing Operations & Workflow
Zapier
Process Optimization
Automated Workflow
Marketing Automation Strategy
QA Testing
Automation Framework
CRM Automation
Advertising Automation
HighLevel
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