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  • $35 hourly
    𝐔𝐧𝐥𝐨𝐜𝐤 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐩𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐰𝐢𝐭𝐡 𝐚 𝐟𝐫𝐞𝐞 𝟏-𝐡𝐨𝐮𝐫 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 🎯 Skilled & Experienced 🏆 Consistent Positive Feedback 🤝 Guaranteed Quality Service Hello, Thank you for visiting my profile. Please have a look at the following details about my work and services which show the capabilities of my expertise team as well as myself. 📉 📊 📈 Netsuite & E-Commerce (💲35/hr - 60/hr ) • Experience in ongoing NetSuite support • NetSuite Customisation • NetSuite Administration. • Netsuite SuiteCommerce. • Develop customized products on the NetSuite platform. • Experience with workflow, reports, saved searches, dashboards, forms, etc & more. • NetSuite support, data migration services, Web Design, and Development. • Technologies we worked SuiteScript, Suite App SuiteTalk, Netsuite CRM, Suite Builder, etc. *Note: I have my own Netsuite Developer Account. Salesforce Consultant | Salesforce Admin & Developer ⇨ ✭ Salesforce Implementation & Setup ✭ Salesforce Administration ✭ Salesforce Custom Development ✭ Salesforce Reports & Dashboards ✭ Salesforce AppExchange & Integrations ✭ Salesforce Sales & Service Cloud Customization ✭ Salesforce Training & Support System Integration & Connectors ⇨ ✭ Proficient in utilizing integration platforms such as Celigo and Zapier to seamlessly connect ✭ Automate diverse applications and systems. ✭ Expert in designing and implementing automated workflows to enhance productivity ✭ Skilled in mapping data fields, ensuring smooth data flow between applications ✭ Capable of creating custom API integrations to bridge gaps between applications ✭ Extensive experience in integrating various other systems such as Salesforce, Amazon, Call Tools, Zoom Phone, Shopify, Ytel, Atlas, Magento, Google Sheets, OneDrive, Celigo, Hubspot, and others. DevOps & OBSERVABILITY ⇨ We are a small team working on different areas of DevOps and observability as mentioned below, ✭ DevOps, AWS solutions ✭ Specialize in Performance testing and APM tools like AppDynamics, ✭ New Relic, Dynatrace expertise ✭ Performance Monitoring & Analysis ✭ Analysis Worked on highly coupled architecture system ✭ Develop and implement APM ✭ Experience in ELK, Kubernetes, CI/CD ✭ Pipeline building using Jenkins 📞 Communication Medium : • Experience in video calls & chat with various clients all around the globe. • Easily available on Upwork or any suitable medium for communication. • Daily communication online with the client from a region like the U.S, Spain, Australia, etc • Having a good kind of internet connectivity for fast and efficient communication.
    Featured Skill Bookkeeping
    Salesforce Marketing Cloud
    Salesforce Lightning
    Salesforce Sales Cloud
    Salesforce CRM
    Salesforce
    Accounting
    Zapier
    Mobile Game Development
    2D Game Art
    NetSuite Administration
    SuiteScript
    Oracle NetSuite
    NetSuite Development
    API Integration
  • $40 hourly
    🌟 Indian CPA | QuickBooks ProAdvisor | Xero Advisor Hi, I’m Devendra Mandhana, a qualified Chartered Accountant (Indian CPA) with over 10+ years of experience in Bookkeeping, Accounting, and Financial Analysis. I specialize in providing accurate, efficient, and insightful financial services to help businesses thrive. 📊 Bookkeeping & Accounting Mastery -Full-cycle accounting: Bookkeeping, Accounts Payable (AP), Accounts Receivable (AR), and -Bank Reconciliation -Preparation of Financial Statements (Monthly, Quarterly, Annual) -Expertise in Budgeting, Cash Flow Management, and Financial Projections -Skilled in managing Receivables, Payables, and Inventory Accounting -Familiar with Payroll Processing and General Ledger Maintenance 📈 Financial Expertise -Creating Budgets and conducting Variance Analysis -Preparing detailed Cash Flow Forecasts -Expert in Data Analysis, Scenario Planning, and actionable financial insights -Building Spreadsheet-Based Tools tailored to business needs 💼 Accounting Software Expertise NetSuite, QuickBooks (Desktop and Online), Xero, Pandle, and Tally 💡 Why Work With Me? -I’ve worked with multiple US-based clients via freelancing platforms like Upwork, offering end-to-end accounting and financial management. -With hands-on experience in industries like construction, SAP implementation, and technology, I adapt to varied business needs efficiently. -My attention to detail, problem-solving mindset, and proactive approach ensure your financial records are always accurate and up to date. 📌 Key Achievements -Led receivables follow-up and payment plans, improving cash flow for businesses. -Assisted a CFO in managing accounting for 30+ construction sites, ensuring compliance and timely reporting. -Developed custom Excel-based tools to streamline financial processes and enhance decision-making. 📈 Technical Skills -Advanced Excel Proficiency: Dashboards, Pivot Tables, Automation, and Financial Models Strong command of Google Sheets and MS Office Suite Let’s collaborate to optimize your financial operations and drive your business forward! 🚀
    Featured Skill Bookkeeping
    Business Consulting
    Management Consulting
    Financial Consulting
    Accounts Payable Management
    Financial Analysis
    Finance & Accounting
    Xero
    Data Analysis
    Accounts Receivable Management
    Financial Reporting
    Oracle NetSuite
    Cash Flow Analysis
    Chart of Accounts
    Microsoft Excel
  • $60 hourly
    Netsuite certified ERP Consultant | 11 years of Experience | 150+ Clients | 500+ Projects | 50+ NetSuite Consultants | AGSuite Technologies (A NetSuite Premium Partner) | NS Implementations | Customizations (SuiteScripts) | Integration | SuiteCommerce | Support | Training Website: agsuitetech.com Why US:  Experienced Team  Quick Turnaround  Cost Effective  One-Stop Shop  Consultative Approach  500+ NetSuite Projects  11+ Years of NetSuite Experience  150+ Clients  50+ NetSuite Consultants Subject Matter Expert in:  Order Management  CRM & Marketing  Procurement  Warehouse & Inventory Management  Demand Planning & Supply Chain Management  Advanced Financials & Billing  Advanced Revenue Management  Multi Book Accounting  Fixed Asset Management  Project Management, Resource Allocation, Project Costing & Budgeting  Contract Renewals  Incentive Compensation/Commission  Manufacturing
    Featured Skill Bookkeeping
    Web Design
    NetSuite Development
    Ecommerce Website Development
    Accounting Software
    NetSuite Administration
    Enterprise Resource Planning
    Customer Relationship Management
    Shopify
    JavaScript
    ERP Software
    Oracle NetSuite
  • $12 hourly
    Do You Need to Be Rescued? Are you running a business and falling behind on your to-do list because of all the daily admin tasks? Are you struggling to launch a new product or service because you're answering emails all day? Or maybe you're so burnt out from trying to do it all that you just don't have the energy to grow your business and take care of yourself. I can help take care of all the tasks that you just don't have time for. Why Choose Me? • Native English Speaker: No language barriers, ensuring clear and effective communication. • Personalized Service: I will take the time to get to know you and your business, and I’m always available if you need support. • Experienced: I have years of experience handling a multitude of business tasks. • Proactive Communication: I will be in touch regularly to provide updates on tasks. • Top Rated Plus service provider on Upwork Services I Offer: • Office Organization/Administrative: Keep your workspace and processes efficient and organized. • Mailbox Management: Stay on top of your emails without getting overwhelmed. • Hiring Remote Teams: Find and manage remote teams effectively. • Project Management Tools: Proficient in tools like Slack, Asana, Trello, Monday, and Jira. • Financial Management: Experienced with QuickBooks and Xero. Ready to streamline your operations and focus on what you do best? Click the "Hire" button and let's move things forward. Sincerely, Vishal
    Featured Skill Bookkeeping
    General Project Consulting
    Intuit QuickBooks
    QuickBooks Online
    Report
    Customer Service
    Project Management Office
    Administrative Support
    Virtual Assistance
    Relationship Management
    Google Workspace
    Microsoft Office
    Project Management
    Project Plans
  • $10 hourly
    Services Offered: *Bookkeeping & Accounting *US Payroll *Virtual CFO Services *Filing of UK VAT, UK Corporation Tax and UK Annual Accounts (ZOHO BOOKS ONLY) *Preparation of Financial Statements *Reconciliations *Management Reporting My Certifications are as follows: *Quickbooks Online Certified Advisors *Xero Certified Advisors *Zoho Books Certified Advisors *Certified in International Financial Reporting (CertIFR - ACCA,UK) Accounting Software's that I work with are: *Zoho Books *XERO *Quickbooks *Bright Books *DEXT *Fortknox and Visma Compact. I have 7+ years of proficiency in field of Accounting, Bookkeeping and Financial reporting wherein my key skill set is coming up with ideas to streamline reporting and accounting processes to improve accuracy and efficiency. I am sure I can work to not only meet your expected requirements but also suggest and implement better ways to get a job done, which will help you and your team save time and money! I have worked for financial reporting for Ireland based clients ,through which I have gathered extensive knowledge of various GAAPS like IFRS, FRS , US and LUX GAAP. I have also worked in various accounting firms domestically where I dealt with small and medium business for end to end accounting and reporting. I am also the Managing Partner & Co-Founder at LedgerAce Consulting LLP. LedgerAce is my consultancy firm where we aim to provide comprehensive solutions for all your account outsourcing and bookkeeping service needs. We currently offer end to end Accounting and Bookkeeping services in United States, United Kingdom, Canada, Sweden and Ireland. Our aim is to "Helping you Manage your Business, while you are busy Building it!"
    Featured Skill Bookkeeping
    QuickBooks Online
    Automation
    Accounts Receivable Management
    Accounts Payable Management
    Account Management
    Financial Report
    Zoho Books
    Accounting Software
    Microsoft Excel
  • $20 hourly
    I am a 🌟 supercharged Indian CPA🌟 committed to delivering precise numbers and exceptional work. As a certified QuickBooks ProAdvisor and Xero Certified Advisor, I bring a wealth of expertise to every project. 💼 Expertise Through Experience 💼 Here are several types of successful projects I've delivered: 1️⃣ Comprehensive full-cycle accounting and bookkeeping, including accounts receivable and payable, as well as bank and credit card reconciliations for a wide range of industries such as: 🏗️ Construction 🏡Real Estate 🛒E-commerce 💻IT & SaaS 🤝Non-Profit Organizations 🤝 🎓Online Coaching and Mentoring 🩺Telehealth Practices 📈Affiliate Marketing ✈️Travel Agencies 💼Freelancers 2️⃣ Financial data migration from platforms like QuickBooks, Xero, and Netsuite, managing over 15,000 records. 3️⃣ Multicurrency, inventory, and class-based reporting for various divisions. 4️⃣ Proficient use of tools such as Bill.com, Stripe, PayPal, Wise, Shopify, and more for efficient accounting and bookkeeping. 5️⃣ Expertise in Google Sheets and MS Excel for creating valuation models. 6️⃣ Streamlined financial processes to enhance accuracy and efficiency for both startups and established businesses. 7️⃣ Delivered expert financial analysis and strategic recommendations to support business growth and decision-making. 💡 Beyond the Basics 💡 I have handled advanced accounting projects requiring technical precision, including: 📊Branch Accounting 📦Inventory-Enabled Accounting 💱Multicurrency Accounting 📑Class-Wise Financial Reporting 💡Interest Amortization Entries 🔹 My Services Include but Are Not Limited To: 🔹 ✅ AR/AP Management ✅ Books Cleanup and Catch-Up ✅ Setting Up Accounting Tools and Chart of Accounts ✅ Managing Tax Compliance for W-2 Employees ✅ Setting Up Inventory and Accounting Classes ✅ Payroll Management ✅ Accounting Data Migration ✅ Invoice Management Let’s turn your financial vision into reality. 🌟 With my expertise at your service, you can expect accurate, reliable, and insightful financial management. Reach out now to start optimizing your financial journey!
    Featured Skill Bookkeeping
    Accounts Payable Management
    Financial Reporting
    Accounts Receivable Management
    QuickBooks Online
    CPA
    Financial Analysis
    Xero
    Accounting
    Cash Flow Statement
    Intuit QuickBooks
  • $15 hourly
    DETAIL-ORIENTED BOOKKEEPING 🎯 Bookkeeping with over 6 years of experience 🎯 QuickBooks Onlne ProAdvisor with 4 years of experience 🎯 Xero Advisor with 3 years of experience 🎯 NetSuite familiar with 1 year work experience Hi there..! I'm a proactive, detail-oriented, independent bookkeeper with years of experience in bookkeeping, and accounting. I have completed my Master's degree in finance and accounts. Passionate about delivering accurate and timely financial information to help businesses thrive. Also, well versed in accounting software like QuickBooks, NetSuite, and Xero, as well as proficiency in project management using ClickUp, I can provide comprehensive support tailored to your specific needs with my meticulous approach. I can help you with my below expertise: - Record financial transactions accurately and promptly. - Manage accounts payable and receivable. - Reconcile bank and credit card statements. - Prepare financial statements, including balance sheets and income statements. - Maintain the general ledger and chart of accounts. - Process payroll and ensure compliance with tax regulations. - Monitor cash flow and provide regular financial updates. - Assist with budget preparation and tracking. - Ensure compliance with accounting standards and company policies. - Collaborate with accountants, CPA during audits or tax filing. Additional Skills: - Project Management (ClickUp): I have more than 2 years of experience in project management using ClickUp, helping businesses streamline their workflows and enhance productivity. - Setting and Implementing KRA's and KPIs: I can assist in setting key result areas (KRA's) and key performance indicators (KPIs) across your organization to drive performance and achieve business objectives. I am available for both short-term and long-term associations, depending on your requirements. Let's work together to streamline your financial processes and drive your business towards success. Thanks!
    Featured Skill Bookkeeping
    ClickUp
    QuickBooks Online
    Data Analysis
    Xero
    Accounts Payable Management
    Accounts Receivable Management
    Management Skills
    Intuit QuickBooks
    Microsoft Excel
    Accounting
    Balance Sheet
    Data Entry
    Oracle NetSuite
    Bank Reconciliation
  • $18 hourly
    A competent Finance Professional with over 7+ years of experience in overall Accounts and Finance domain. Proficient in Finance and Accounting: Here's What I Bring to the Table -Proficient in providing comprehensive bookkeeping and accounting services tailored to clients' unique needs and requirements. -Experienced in managing Accounts Receivable: Ensuring timely invoicing, tracking receivables, and optimizing cash flow. -Proficient in Accounts Payable: Handling vendor invoices, optimizing payment schedules, and ensuring compliance with payment terms -Experienced in financial reporting with meticulous attention to detail. -Skilled in preparing financial statements, budgets, and cash flow projections for effective decision-making. -Expertise in utilizing accounting software such as QuickBooks, Xero, and Zoho to streamline financial processes. -Proven track record of delivering accurate and timely financial analysis to support business growth and profitability. -Strong communication skills to collaborate effectively with clients and ensure their financial goals are met. -Ability to adapt quickly to changing financial landscapes and provide innovative solutions to complex financial challenges. -Dedicated to delivering exceptional client satisfaction through personalized and professional financial services. -Passionate about helping businesses achieve financial success and stability through strategic financial management. Ready to Shape Your Financial Future!! Let's Chat About How I Can Help You Achieve Your Goals!!
    Featured Skill Bookkeeping
    Financial Reporting
    Analytical Presentation
    Management Accounting
    Financial Variance Analysis
    Accounting
    Accounts Receivable
    Accounts Payable
    Accounting Basics
  • $16 hourly
    As a highly skilled and detail-oriented Bookkeeper and Taxation Specialist with over 8 years of experience, I provide comprehensive financial services to small businesses, entrepreneurs, and individuals. My expertise spans bookkeeping, tax preparation, and financial consulting, with a strong focus on accuracy, compliance, and helping clients save time and money. I am proficient in managing all aspects of financial reporting, from daily bookkeeping and accounts reconciliation to the preparation of monthly, quarterly, and year-end financial statements. Additionally, I have extensive experience in taxation services, including preparing tax returns, providing tax planning advice, and ensuring compliance with both local and international tax laws. I am skilled in working with various accounting software, including QuickBooks, Xero, and Sage, and can easily adapt to new platforms as needed. I understand the importance of maintaining organized and accurate financial records, and I strive to deliver clear, actionable insights that help businesses make informed decisions. Key Services: -Bookkeeping: Accounts payable/receivable, bank reconciliations, payroll management, financial reporting, and general ledger maintenance. -Tax Preparation: Personal and business tax returns, tax planning, VAT/GST compliance, and deductions optimization. -Financial Analysis: Budgeting, forecasting, and profit-loss statements. -Financial Consulting: Business setup, cash flow management, tax strategies, and financial planning. Software Expertise: QuickBooks, Xero, Sage, Excel, and other accounting tools. I am committed to providing high-quality, reliable, and timely services, allowing you to focus on growing your business while I take care of the numbers. Let's connect and discuss how I can assist in optimizing your financial operations and ensuring your tax affairs are in order. Specialized Job/Service: US Tax Preparation Services   Individual Tax Filing (1040)   Corporate Tax Filing (1120, 1120S)   Partnership Tax Filing (1065)   Trust & Estate Tax Filing (1041)   Tax Planning and Advisory   Bookkeeping Services   Financial Accounting Services   LLC Dissolution Services   Employee Retention Credit (ERC) Filing   C-Corporation Accounting   Tax Return Review   Tax Compliance Services   Accounting for E-commerce Businesses   Accounting for Healthcare Practices   Accounting for Content Creators   Accounting for Drop Shipping Businesses   Accounting for Venture Capital Firms   High-Net-Worth Individual Tax Services   Software Implementation/Conversion (Xero to QuickBooks)   Financial Reporting   Bank Reconciliation Services Core Expertise & Services: US Tax Preparation   Tax Planning   Tax Advice   Bookkeeping   Financial Accounting   US Taxation   CPA Equivalent   Chartered Accountant   Enrolled Agent (or EA)   Tax Specialist   Tax Professional   Tax Preparer   Tax Reviewer   Tax Forms & Specific Areas: 1040   1120S   1120   1065   1041   ERC Filing / Employee Retention Credit   LLC Dissolution   C-Corporation Accounting   High-Net-Worth Individuals   Tax Compliance   DTAA (Double Taxation Avoidance Agreement)   Treaty Applications   US GAAP Software Proficiency: QuickBooks Online   QuickBooks Desktop   Xero   Drake Software   Lacerte   ProConnect   ProSeries   TaxAct   CCH Axcess FreshBooks Puzzle Software   Industry Experience: E-commerce Accounting   Healthcare Accounting   Content Creator Accounting   Drop Shipping Accounting   Venture Capital Accounting   Tech Clients   Accounting Skills: Financial Reporting Bank Reconciliation Journal Entries
    Featured Skill Bookkeeping
    AppFolio
    Certified Tax Preparer
    Tax Strategy
    US Taxation
    Corporate Tax
    Tax Planning & Advisory
    Financial Accounting
    Tax Preparation
    Microsoft Teams
    Intuit Lacerte Tax
    Xero
    Accounting
    Taxation
    Intuit QuickBooks
  • $18 hourly
    Experienced Freelance Accountant with three years of hands-on experience in the field of accounting and inventory management. I am reaching out to express my interest in providing my expertise as a Bookkeeper and Accountant for your business. 🌟Technical Proficiency 🌟 I am proficient in utilizing various software related to Accounting Software such as QuickBooks Online, Xero and Zoho Books. Inventory Management Software like Vend, Dear Inventory, SOS, Payroll Software like Gusto, Quickbooks Online, E-commerce integration software like A2X. My expertise covers a wide area of services, including – 📈 Meticulous Bookkeeper: Known for my meticulous approach, I excel in reviewing and maintaining accounting records, ensuring precision and compliance with industry standards. 📈 Bank Reconciliation: Match bank transactions with internal records to ensure accuracy. Identify and resolve discrepancies and reconciliation of monthly statements. 📈 Inventory Management Analyst: Adept at analyzing inventory data, I specialize in identifying discrepancies and implementing corrective action plans to achieve optimal inventory management. 📈 Accounts Payable: Performed all the activities related to AP Management including uploading, coding, and reviewing Bill and processing payments. 📈 Accounts Receivable: Performed all the activities related to AR Management including uploading, coding, and reviewing invoices also following up on overdue invoices and collection of same based on AR ageing report 📈 E-commerce Integration (A2X): Performed integration for Sales channel like Amazon, Shopify with the accounting software's through A2X. 🌟 Why choose me over other freelancers 🌟 🔍 Detail-Oriented Professional: I pride myself on my attention to detail, ensuring that every aspect of accounting and financial management is thoroughly scrutinized and accurately maintained. 🤝 Client-Centric Approach: I believe in building strong relationships with clients, understanding their unique needs, and delivering tailored solutions to help them achieve their financial goals. 💡 Continuous Learner: Committed to staying abreast of industry trends and advancements, I actively pursue professional development opportunities to enhance my skills and knowledge. 🎯 Passionate About Precision: My passion for numbers drives me to deliver precise, reliable, and efficient accounting services that exceed client expectations. Let's collaborate to unlock the full potential of finances and propel business towards success!
    Featured Skill Bookkeeping
    Zoho Books
    Bill.com
    Microsoft Excel
    Xero
    QuickBooks Online
    Bank Reconciliation
    Inventory Management
    Accounts Receivable Management
    Account Reconciliation
    Accounts Payable Management
    Accounting
    Accounting Basics
  • $17 hourly
    🌟 Indian CPA | QuickBooks ProAdvisor | Xero Advisor Hi, I’m Darshan Pahade, a qualified Chartered Accountant (Indian CPA) with over 10 years of experience in Bookkeeping, Accounting, and Financial Analysis. I am passionate about delivering precise, efficient, and insightful financial solutions to help businesses achieve their goals. 📊 Bookkeeping & Accounting Expertise -Full-cycle accounting: Bookkeeping, Accounts Payable (AP), Accounts Receivable (AR), and Bank Reconciliation -Preparation of Financial Statements (Monthly, Quarterly, Annual) -Expertise in Budgeting, Cash Flow Management, and Financial Projections -Skilled in Receivables, Payables, and Inventory Accounting -Proficient in Payroll Processing and General Ledger Maintenance 📈 Financial Analysis & Insights -Developing Budgets and conducting Variance Analysis -Preparing detailed Cash Flow Forecasts and Financial Projections -Expertise in Data Analysis, Scenario Planning, and actionable financial insights -Building customized Excel-based tools to streamline financial processes 💼 Accounting Software Proficiency -NetSuite, QuickBooks (Desktop & Online), Xero, Pandle, and Tally 💡 Why Choose Me? -I have extensive experience working with international clients, particularly US-based businesses, through platforms like Upwork. -I bring hands-on expertise from industries like construction, technology, and SAP implementation, tailoring my approach to diverse business needs. -My commitment to detail, problem-solving skills, and proactive approach ensure accurate, timely, and reliable financial management. 📌 Key Accomplishments -Successfully improved cash flow for businesses by implementing receivables follow-up strategies and payment plans. -Supported CFOs in managing financial operations across multiple sites, ensuring compliance and timely reporting. -Designed and implemented custom Excel-based tools to enhance efficiency and aid decision-making. 📈 Technical Expertise -Advanced Excel: Dashboards, Pivot Tables, Automation, and Financial Models -Proficiency in Google Sheets and the MS Office Suite Let’s work together to simplify your financial operations, unlock insights, and drive your business growth! 🚀
    Featured Skill Bookkeeping
    Light Bookkeeping
    Accounting Basics
    Accounting
    Financial Planning
  • $10 hourly
    Semi Qualified Chartered Accountant ( Equivalent to CPA) & Commerce Graduate with 4 years of experience in Key areas of Accounting, Bookkeeping, International Taxation, Expat Taxation, IRS/HMRC/ROS Filings, Financial Reporting, Financial Planning & Operations. I have expert knowledge on Quickbooks, Xero, Zoho Books, Wave apps etc. Through knowledge on International Accounting and Bookkeeping Best Practices. I can provide you complete solution on you business need in timely and accurate manner. My Expertise Areas are + Full Cycle Accounting and Bookkeeping + Quickbooks + Xero + Zoho Books + Wave Apps + US GAAP + UK GAAP + SaaS Accounting & Taxation + IRS Filings ( Individual/ S-Corp/ C-Corp/ Delaware LLC) + HMRC & Companies House Filing + Financial Modeling + Financial Reporting + Budgeting & Planning
    Featured Skill Bookkeeping
    Xero
    Financial Reporting
    Intuit QuickBooks
    Payroll Accounting
    Tax Return
    Tax Preparation
  • $18 hourly
    INDIAN CPA | 10+ YEARS OF EXPERIENCE As a self-driven and result-oriented Chartered Accountant (equivalent to a CPA), I bring a wealth of expertise and 10+ years of experience in accounting, bookkeeping, business analysis, management consultancy, and tax planning. I take pride in providing tailored financial services and assisting clients in achieving their goals. Recognized as one of the top 5% of freelancers on Upwork, I am committed to delivering exceptional results and exceeding client expectations. Areas of Expertise: Full-stack Bookkeeping and Accounting- Offering comprehensive bookkeeping services, including daily transaction processing, AR/AP management, reconciliations, budgeting and forecasting, payroll management, and the preparation of accurate financial reports. MIS Implementation & Preparation- Specialize in implementing management information systems (MIS) and preparing detailed reports to facilitate informed decision-making. Cost Analysis and Pricing- With sound experience in cost analysis, I provide in-depth pricing analysis to optimize profitability and drive business growth. Start-up Assistance- Having a proven track record of assisting start-ups in establishing solid financial setups and reporting environments. I help clients navigate the initial stages of their business and set them up for success. CFO Services- I support companies without an in-house CFO, offering expertise in all financial matters and acting as a trusted advisor to ensure financial stability and success. Microsoft Excel and Financial Modeling- I am an expert in Microsoft Excel and proficient in financial modeling, allowing me to provide accurate and insightful financial analysis. Reconciliations- Having extensive experience in reconciling, banks, credit cards, e-commerce platforms such as Amazon, Shopify, PayPal, Stripe, Square, and GrubHub, ensuring accurate financial records and streamlined processes. Month-End Closing- Efficiently handling month-end closing activities, ensuring timely and accurate financial reporting for decision-making purposes. Financial Projection and Modeling- Having expertise in financial projection and modeling, enabling businesses to plan for the future and make informed financial decisions. Industries Served- I have worked with a diverse range of industries, including manufacturing, automobile, FMCG goods, cookware and kitchen equipment trading, banking, software companies, QSR, IT (SaaS), and various service providers. I am available for both short-term and long-term projects, providing flexible and customized financial services based on your specific needs. I am passionate about helping businesses thrive through meticulous financial management and strategic guidance. Please feel free to reach out to me to discuss how I can contribute to your financial success. Let's work together to achieve your financial goals and take your business to new heights!
    Featured Skill Bookkeeping
    Management Consulting
    Financial Modeling
    Xero
    Accounts Receivable
    Accounts Payable
    Financial Accounting
    Intuit QuickBooks
    Cash Flow Analysis
    Bank Reconciliation
    GAAP
    Oracle NetSuite
    Microsoft Excel
    Balance Sheet
  • $22 hourly
    INDIAN CPA I am a result-oriented Indian CPA an Independent professional having experience of 11+ years in the field of Accounting, Bookkeeping and business analysis, Management consultancy, Internal controls, group reporting, cash flow analysis, project-wise or Business Entity wise profitability analysis, Accounting, and Finalization of accounts, tax strategies, and compliance-related consultancy and computations as per various industry needs. Below are some of the key areas of my skills and experience in: ● Strong Experience in bookkeeping and accounting, Have worked on multiple software such as Xero, Netsuite, Quickbooks online, Tally ERP, etc. ● Strong in receivables management and Payable management. ● Strong in Reconciliation. ● I am a full-stack Bookkeeper. ● Month-end-closing activities ● Expertise in MIS preparation & implementation. ● Factor reconciliations: C2FO, hilldun ● Sound experience in pricing and in-depth analysis of cost. ● E-commerce reconciliations - Amazon, Shopify, PayPal, stripe, square, GrubHub ● Specialized in assisting start-ups in establishing the business, creating sound financial setup & reporting environment for them. ● An expert in Microsoft Excel and data analysis. I am sure I can help in growing your business need of compliances with my 5 years of experience in this field. I am flexible and detail-oriented. It is my aim to work part-time and full-time jobs and I believe in providing excellent service using my skills and experience.
    Featured Skill Bookkeeping
    Accounts Receivable Management
    Accounts Payable Management
    Financial Analysis
    Google Sheets
    GAAP
    General Ledger
    Account Reconciliation
    Financial Report
    Intuit QuickBooks
    Oracle Accounting
    Oracle NetSuite
    Microsoft Excel
  • $32 hourly
    With over twenty one years of experience as a Chartered Accountant and a five plus years in foreign accounting. I bring a wealth of expertise in financial management and accounting. I am a Certified QuickBooks Online ProAdvisor, Xero Advisor, Wave Accountant and a Zoho books expert, enabling me to streamline accounting processes efficiently. My skills include preparing balance sheets, income statements, sales tax, and payroll with precision and accuracy. Additionally, I am proficient in using Gusto, ADP, and Bamboo HR for seamless payroll management. My goal is to provide expert financial guidance and support to help businesses thrive.
    Featured Skill Bookkeeping
    Light Bookkeeping
    Tax Accounting
    Accounting
  • $35 hourly
    Hello every one! I am currently handling a full-fledged book-keeping and accounting practice for last 10+ years. I operate from India and serve across globe to a lot of MNC's and other corporates as well. I graduated with distinction as a Bachelor with double majors in Commerce (concentration in accounting). Upon graduation, I had experience of working with Fidelity Tax Consultants as Project lead. I obtained my Professional degree of Chartered Accountant from the Institute of Chartered Accountants of India (ICAI) in 2017. I also obtained another Professional degree of Company Secretary from the Institute of Company Secretaries of India (ICSI) in 2018. I had a pleasure working with DPNP & Associates where I served as their Audit technical specialist for complex financial audits and corporate statutory audits and overlooked these engagements for various offices of DPNP spread across PAN India. I also pursued the in-depth tax training course, which is generally considered as the most advanced Income tax training course wherein I gained knowledge of direct and indirect taxes of India , International Taxation and a brief knowledge of Corporate compliances.
    Featured Skill Bookkeeping
    Business Analysis
    Account Management
    International Taxation
    Financial Consulting
    Finance & Accounting
    Microsoft PowerPoint
    Business Consulting
    Tax Law Compliance
    Brand Development
    Accounting Advisory
    Intuit QuickBooks
    Account Reconciliation
    Microsoft Excel
    Tax Return
    Financial Audit
  • $20 hourly
    I'm a CA (CPA equivalent) with 5 years of experience, been a detailed oriented and disciplined mind that is coupled with a creative and outgoing personality. 💫 I am an intelligent leader with a vast experience in Bookkeeping and accounting, financial analysis. I have done the work before as a assistant controller, accounting manager, assistant auditor and client service director. My strong work ethic has kept me successful as a freelancer. 🥇 I’m well versed with the NetSuite, QuickBooks, Xero, Zoho and Odoo and have been using the same for past 5 years. I have majorly worked on the below areas and have work experience of the past 5 years: 🎗 Bookkeeping 🎗 Account Receivable/Account Payable management, 🎗 Month-end-closing activities 🎗 Financial Reporting 🎗 Budgeting and Forecasting 🎗 Reconciling books 🎗 Factor reconciliations: C2FO, hilldun 🎗 E-commerce reconciliations - Amazon, Shopify, PayPal, stripe, square, GrubHub 🎗 Maintain your books on an ongoing basis 🎗 Preparation of Customized report as per Management requirement. 🎗 Preparation of financial statements 🎗 Cash flow statements 🌠 My skill set includes robust communication, strong analytical abilities, prompt responses, and impeccable organizational skills. ⭐ Why you should choose me over other freelancers ⭐ ✅ I look at the big picture of a client in any situation and my vision is to provide more value above and beyond what I get paid. ✅ I like to provide abundance of my services to every client no matter how big or how small the job is. ✅ I work well under pressure and have been described by fellow employees as a true leader who strives to create a positive work environment. Looking forward to hearing from you for a long term association.
    Featured Skill Bookkeeping
    Inventory Management
    Odoo
    Xero
    Financial Accounting
    Invoicing
    Microsoft Excel
    Cash Flow Statement
    Budget Management
    Zoho Books
    Month-End Close Assistance
    Accounts Receivable
    Accounts Payable
    Oracle NetSuite
    Intuit QuickBooks
  • $15 hourly
    Thank you for looking at my profile. "Innovation is doing new things" Innovation is key for business improving existing business processes & practices. I am a Chartered Accountant (equivalent to CPA) with 10+ years of experience in various areas of Accounting, Bookkeeping, IFRS, Financial reporting etc. Previously worked with multi- national companies like The Bank of New York Mellon, Axa Business Services. Using my expertise, innovative skills I can help business owners and managers to reach their strategic goals and get their financial records up to date and in order. My areas of expertise are: - Accounting in Quickbooks, XERO, Wave, Zohobooks - Financial Reporting - GAAP/IFRS - Business plans - Wave Apps - Tax advisory & submission of Tax returns
    Featured Skill Bookkeeping
    Financial Reporting
    Financial Accounting
    Tax Return
    Microsoft Excel
    Intuit QuickBooks
    Tax Preparation
    Bank Reconciliation
  • $7 hourly
    I am an experienced Chartered Accountant (equivalent to CPA) with over five years of experience in bookkeeping and accounting. I possess proficiency in QuickBooks, Zoho, Xero, and Tally, demonstrating a high level of expertise in bookkeeping and accounting practices. I am committed to delivering accurate services that facilitate informed decision-making. If you call for quality accounting or bookkeeping services using QuickBooks Online, Zoho, Xero, or Tally, you have found the right expert. I am prepared to discuss how I can effectively support your projects. CERTIFICATION:- * QuickBooks Pro Advisor issued by Intuit * Xero advisor * Mastering QuickBooks Online issued by iLead Tax Academy (India) MY SERVICES ARE AS FOLLOWS: *Clean-up and Catch-up of Books *Reconciliation of Banks and Credit Cards *Account Payable & Account Receivable *Invoicing & Billing and Data Entry *Payroll Processing, Entries, and Reconciliation *Fixed Asset & Depreciation Accounting *Month-End Closing *Review and Preparation of Financial Statements *MIS Reporting *Cash flow statements *Expense & revenue budgeting Experienced with a range of accounting and bookkeeping software, including: *QuickBooks Online *Zoho Books *Xero *Tally Prime and ERP *M S Office *Google Sheets I would like to offer my assistance in addressing the challenges associated with accounting and bookkeeping. I am eager to explore the opportunity to collaborate and provide efficient solutions to meet your accounting needs. I look forward to discussing how we can work together.
    Featured Skill Bookkeeping
    Tally.ERP
    Finance & Accounting
    Account Management
    Account Reconciliation
    Accounts Receivable
    Accounting
    Payroll Accounting
    Bank Reconciliation
    Balance Sheet
    Data Entry
    Accounts Payable
    Tax Preparation
    Intuit QuickBooks
  • $12 hourly
    I have more than six years of Experience in Accounting and Bookkeeping. I have assisted many clients with :- Accounts payable and accounts receivable; coding, data entry, generating checks, and customer/supplier communication. Assisted with monthly bank reconciliations including check cancellation. Maintained all Accounting. Processed bi-weekly payroll, verifying time cards, generating Excel summary spreadsheet and entering data into Payroll software.
    Featured Skill Bookkeeping
    Accounting Software
    QuickBooks Online
    Xero
  • $20 hourly
    I am a qualified Chartered Accountant from India as well as Public Finance Accountant with 8+ years of experience, including 4.5 years with KPMG in Accounting, Advisory, Auditing, Financial Reporting and Taxation. I have been providing following services to clients in various industries: - Book-keeping and Financial reporting - Development of business plans and pitch decks for investors - Preparation of Financial Models and Financial Projections. - Financial Analysis of past data - Valuation of businesses using various methods such as Discounted Cash Flows (DCF) Method and Market Valuation Method. I'm available for short term and long term projects.
    Featured Skill Bookkeeping
    Accounting Principles & Practices
    Financial Analysis
    Finance & Accounting
    Financial Consulting
    Derivatives Trading
    Financial Modeling
    Financial Planning
    Budgeting & Forecasting Software
    Indirect Tax
    Accounting
    Balance Sheet
    Presentations
  • $22 hourly
    I am a highly skilled and disciplined Chartered Accountant (CA) (equivalent of a CPA), boasting five years of comprehensive experience across various industries. I am reaching out to express my interest in providing my expertise as a Bookkeeper and Accountant for your business. 🌟Professional Background 🌟 In my previous roles as Virtual CFO, Assistant Controller, Accounting Manager, Assistant Auditor, and Client Service Director, I have refined my skills in examining and analyzing accounting records, financial statements, and processes. My experience extends to diverse sectors such as real estate, e-commerce, retail, construction, charitable organization, etc., 🌟Technical Proficiency 🌟 I am proficient in utilizing accounting software such as NetSuite, QuickBooks, Xero, and Odoo, with a proven track record spanning five years and payroll softwares like Gusto, Quickbooks Online. My expertise covers a wide area of services, including – ACCOUNTING & BOOKKEEPING 🎯Bookkeeping - Maintain your books on an ongoing basis 🎯Inter-company reconciliations with multi-subsidiary & multi-currency 🎯Month-end-closing activities 🎯Reconciling books along with factor reconciliation 🎯E-commerce reconciliations - Amazon, Shopify, PayPal, Stripe 🎯Year-end-closing tasks and finalizing the financial statements with auditor 🎯Account Receivable/Account Payable management 🎯Payroll Management 🎯Inventory Management 🎯Fixed Asset Management 🎯Supporting client in preparing US Sales Tax working 🎯Preparing & Filing form 1099 REPORTING 🎯Financial Reporting 🎯Cash Flow Statements 🎯Budgeting and Forecasting 🎯Preparing Budget vs Actual Comparisons 🎯Preparation of Customized report as per Management requirement. 🎯Preparation of Financial Statements INTEGRATION & DATA MIGRATION My proficiency extends to software setup and integration with tools such as A2X, Avalara (for sales tax), Tipalti, Bill.com, and Dext. I also have hands-on experience in data migration, seamlessly transferring data from one accounting software to another. 🌟 Why you should choose me over other freelancers 🌟 ✅ Strong Communication: A focus on clear and effective communication, facilitating seamless interactions within the team and with clients. ✅ Timely Responsiveness: Commitment to prompt responses, ensuring efficient progress of tasks and projects. ✅ Organizational Excellence: Impeccable organizational skills contributing to the smooth and successful completion of assignments. ✅ Finance Leadership: Proven experience in leading finance teams, ensuring effective collaboration and task completion. ✅ Pressure Resilience: Ability to thrive under pressure, maintaining composure and delivering results consistently. ✅ Client-Centric Focus: Dedication to client satisfaction, fostering positive relationships and delivering reliable service. I am eager to explore the potential for collaboration and discuss how these attributes align with your team's requirements. I anticipate the opportunity to delve deeper into a potential partnership.
    Featured Skill Bookkeeping
    Asset Management
    QuickBooks Online
    Software Integration
    Data Migration
    Data Analysis
    Xero
    Financial Statement
    Budget Planning
    Financial Reporting
    Financial Analysis
    Microsoft Excel
    Intuit QuickBooks
    Cash Flow Analysis
    Accounting
  • $5 hourly
    Have you recently started your own business and need help organizing your Quickbooks Online account? Do you already have an account but your books need some clean up? I'm here to help! I am Quickbooks Pro Certified with over 10 years of bookkeeping experience - specifically with Quickbooks Online. As an Intuit ProAdvisor with Elite status, I can: Set up, Clean up, and Keep Up • Accurately set up your company Quickbooks account (if you have not already) • Attach all necessary supporting documents to transactions in QBO, so everything is in one place • Reconcile accounts monthly to make sure all your numbers make perfect sense • Run financial reports to give insight on the company’s profitability and actionable steps forward Go ahead and send me a message and we can discuss your project and the best way to make it happen!
    Featured Skill Bookkeeping
    Internal Auditing
    Tax Planning & Advisory
    Accounts Receivable
    Data Entry
    Financial Audit
  • $20 hourly
    I'm a Versatile, performance-driven, and result-oriented Indian CPA having experience of more than 12 years of providing bookkeeping and accounting services to clients from different industries like e-Commerce, Health, Real Estate, Trading & Manufacturing, Transport, Service industry, etc. Also, I'm well versed with QuickBooks Online, Xero, NetSuite and other accounting software like Tally ERP. ● Bookkeeping and accounting from scratch with 8 years of experience. ● Sound experience in MIS, Payroll, controlling and budgeting, and Commercial functions. ● Expertise in MIS Implementation & preparation ● E-commerce reconciliations - Amazon, Shopify, PayPal, stripe, square, GrubHub ●Specialized in assisting start-ups in establishing the business, creating sound financial setup & reporting environment for them. ● Having experience working with companies that don’t have an in-house CFO and assisting in all financial works. ● An expert in Microsoft Excel and financial modeling. ● Month-end-closing activities I am available for short-term/long-term assignments in Bookkeeping and accounting, Accounts receivable management, and Accounts payable management.
    Featured Skill Bookkeeping
    Xero
    QuickBooks Online
    Financial Modeling
    Business Analysis
    Oracle NetSuite
    Accounting
    Balance Sheet
    Cash Flow Analysis
  • $10 hourly
    Below is a summary of my professional background and the services I offer: Professional Credentials • Level 1 Enrolled Agent and Chartered Accountant (India) • 6+ years of experience in accounting and taxation. • Big 4 experience- US Tax partnership experience in PWC • Currently serving as an outsourced partner for US CPAs and Tax preparers. Key Services Offered 1. Preparation and review of: • 1040 (Individual tax returns) • 1065 (Partnership income) • 1120S (S-Corporation income). 2. Monthly accounting and bookkeeping tasks. 3. Extension filings. 4. ERC filings in conjunction with amended 941X. 5. Estimated tax calculations. Software Proficiency • Accounting Software: QuickBooks, Xero, Patriot, Tally. • Tax Preparation Software: Drake, ProConnect. • Data Storage Platforms: Tax Dome, HubDoc. • Communication Tools: Microsoft Teams, Slack, Google Meet. Prominent Clients Served 1. Mckenzie Adams – USA Accounting and Tax Consulting Firm. 2. Diversified Financial Management Consultancy Group. 3. Clear Books CPA – US CPA Firm. 4. CIITA Services Inc. – US CPA Firm. 5. Zenit Accounting Pte Ltd. – Singapore Accounting Firm. Professional Commitment • High-quality deliverables. • Strict adherence to deadlines. • Transparent and effective communication. I am confident that my expertise can add significant value to your operations. I am open to discussing project specifics, collaboration terms, and payment structures. Thank you for your time and consideration. I look forward to the opportunity to contribute to your success. Best regards, CA Suyash Agrawal
    Featured Skill Bookkeeping
    IRS Income Tax Audits
    Taxation
    Goods & Services Tax
    Certified Tax Preparer
    Xero
    CPA
    Account Management
    US Taxation
    Accounting
    Tax Accounting
    Tax Preparation
    Accounts Receivable
    Intuit QuickBooks
    Income Statement
  • $15 hourly
    Your dedicated Virtual Assistant – Focused, Trustworthy, and Highly Organized ! I am a seasoned professional with a proven track record in seamlessly managing diverse roles as a Virtual Assistant, Project Manager, Accountant, and Auditor. I thrive in dynamic environments, where my adaptability and resourcefulness shine. Key Skills: ✅ Virtual Assistance ✅ CRM Expert ✅ Project Management ✅ Accounting and Financial Management ✅ Auditing and Compliance ✅ Data Entry Expert ✅ Administrative Tasks ✅ Web Research ✅ Ecommerce Expert Let's embark on a journey of success together – I'm committed to delivering exceptional results and ensuring your utmost satisfaction with every collaboration.
    Featured Skill Bookkeeping
    Ecommerce
    Data Scraping
    Web Scraping
    Virtual Assistance
    Translation
    Internal Auditing
    Copy & Paste
    Data Entry
    Project Management
    Property Management
    Financial Analysis
    Financial Management
    Microsoft Excel
    Accounting
  • $18 hourly
     Statutory, tax, and Internal audits of the Company  Factor reconciliations: C2FO, hilldun  MIS reporting to Management  E-commerce reconciliations - Amazon, Shopify, PayPal, stripe, square, GrubHub  Time management & Prioritizing  Month-end-closing activities  Managing accounting and finance team for Milestone achievement.  Goal setting for team members and their KRA  Audit & Financial Preparation of Trust for 10 years
    Featured Skill Bookkeeping
    Finance & Accounting
    Finance
    Management Accounting
    Accounting Basics
    Accounting
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