Bookkeeper Job Description Template

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Bookkeeper Job Description Template

A bookkeeper is integral to maintaining a company’s financial health by managing day-to-day financial transactions, ensuring accurate records, and preparing essential financial reports. Their role involves maintaining financial records, handling receivable and payable accounts, and reconciling bank statements. By leveraging accounting software like QuickBooks and Excel, bookkeepers streamline data entry and reporting processes, contributing to an organization’s financial stability.

A bookkeeper's job description highlights their responsibilities, such as preparing balance sheets, income statements, and cash flow forecasts while identifying and addressing discrepancies. With strong communication skills and a detail-oriented approach, bookkeepers support compliance with accounting principles like GAAP and enhance businesses' decision-making skills. This template will help businesses seeking part-time or full-time professionals attract qualified candidates who excel in financial data management and problem-solving.

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Job overview

A bookkeeper oversees the day-to-day financial transactions of a business, ensuring accurate records of receivable and payable accounts, cash flow, and financial statements. They work closely with team members, including accountants and other finance professionals, to compile financial reports and maintain the general ledger. Their role requires proficiency in accounting software like QuickBooks, exceptional time management, and problem-solving skills to identify discrepancies and ensure financial health.

The ideal candidate for this role should have strong organizational skills, experience with bookkeeping software, and the ability to manage multiple tasks efficiently. Whether it’s preparing forecasts, reconciling bank statements, or ensuring compliance with tax returns, bookkeepers are indispensable in maintaining a company’s financial integrity.

In addition to these responsibilities, bookkeepers often play a role in streamlining financial processes by implementing bookkeeping best practices and automating routine tasks using advanced software tools. They collaborate with team members to ensure compliance with accounting principles, such as GAAP, and produce financial reports that guide strategic decision-making. Their ability to manage financial data efficiently and accurately makes them vital to the operational success of businesses across various industries.

Key responsibilities

Bookkeepers perform various financial and administrative job duties to ensure accurate records and smooth financial operations. Core bookkeeper responsibilities include:

Managing financial transactions. Record receivable and payable accounts in line with accounting principles.
Preparing financial reports. Create detailed financial statements, balance sheets, and income statements.
Reconciling bank statements. Conduct regular audits to identify discrepancies and maintain accurate records.
Handling tax returns. Assist in the preparation and filing of taxes, ensuring compliance with regulations.
Overseeing data entry. Input financial data into spreadsheets and bookkeeping software for reporting purposes.
Utilizing accounting software. Leverage tools like QuickBooks and Microsoft Excel to manage financial records efficiently.
Maintaining the general ledger. Update ledgers to track cash flow and ensure accurate financial records.
Collaborating with team members. Work as part of a team to compile financial reports and forecasts.
Ensuring compliance. Monitor financial health by adhering to GAAP and addressing discrepancies promptly.

Qualifications and skills

Successful bookkeepers possess a combination of technical and interpersonal skills. Qualifications include:

Education. A high school diploma is required; a bachelor's degree in accounting or a related field is preferred.
Experience. Proven years of experience in bookkeeping, financial data management, or related fields.
Technical skills. Proficiency in QuickBooks, Excel, and other bookkeeping software is essential.
Knowledge of accounting principles. Familiarity with GAAP and accounting standards is crucial.
Detail oriented. Ability to maintain accurate records and spot discrepancies in financial data.
Communication skills. Strong verbal and written communication to liaise with team members and stakeholders.
Organizational skills. Capability to manage multiple tasks and meet deadlines effectively.
Problem-solving. Adept at resolving discrepancies and identifying solutions to financial issues.
Certifications. Bookkeeping certifications or courses in financial management are advantageous.

About our company

[Company name] is dedicated to fostering financial integrity and excellence. Our team values accuracy, collaboration, and innovation, ensuring seamless management of financial transactions and records. By joining our organization, you’ll be part of a supportive and dynamic team committed to achieving outstanding financial results.

What does a bookkeeper do?

A bookkeeper manages the financial records of an organization by recording financial transactions, preparing financial reports, and reconciling accounts. Their work is essential for maintaining accurate data and ensuring compliance with accounting principles.

Recording financial transactions. Input receivable and payable accounts, tax returns, and cash flow data into bookkeeping software.
Creating financial statements. Prepare detailed reports such as balance sheets, income statements, and forecasts.
Monitoring financial health. Reconcile bank statements and general ledgers to maintain up-to-date records.
Collaborating with stakeholders. Work with team members to identify discrepancies and ensure accurate financial reporting.
Utilizing accounting software. Employ tools like QuickBooks and Excel to streamline data entry and report creation.
Ensuring compliance. Conduct audits and adhere to GAAP to safeguard the organization’s financial integrity.

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How to write a bookkeeper job description

Creating an effective job description for a bookkeeper involves the following steps:

Start with a title. Use clear job titles like "Bookkeeper" or "Data Entry Specialist" to attract the right candidates.
Write an overview. Provide a concise summary of the role, emphasizing key responsibilities and the work environment.
List responsibilities. Outline the specific tasks, such as managing financial transactions, preparing reports, and reconciling accounts.
Specify qualifications. Highlight essential skills, certifications, and bookkeeping experience required for the role.
Describe your company. Share your organization’s values, goals, and culture to attract like-minded candidates.

FAQs about bookkeepers

What is the typical salary for a bookkeeper?

According to the Bureau of Labor Statistics, the average annual salary for bookkeepers in the U.S. is $51,000, with experienced professionals earning up to $83,000. On Upwork, hourly rates for bookkeepers typically range from $11 to $25, depending on experience and expertise.

What skills do bookkeepers need?

Bookkeepers need excellent communication skills, proficiency in accounting software like QuickBooks, and a strong understanding of financial statements and accounting principles. Organizational skills and problem-solving abilities are also essential, especially when managing multiple tasks, identifying discrepancies, and ensuring compliance with tax regulations. Additionally, expertise in Excel, time management, and attention to detail are crucial for producing accurate financial reports and maintaining reliable records.

What industries hire bookkeepers?

Bookkeepers are in demand across industries, including healthcare, retail, real estate, and manufacturing. Any organization requiring accurate financial records benefits from hiring skilled bookkeepers. Nonprofit organizations, small businesses, and startups also rely on bookkeepers to manage their financial data and ensure compliance with reporting requirements. Their expertise is particularly valuable in sectors where precise financial forecasting and account management are critical.

What certifications are helpful for bookkeepers?

Certifications like Certified Bookkeeper (CB) and QuickBooks ProAdvisor enhance a bookkeeper’s credentials. These demonstrate proficiency in financial data management and accounting software, giving bookkeepers a competitive edge in the job market. Additional certifications, such as those from the National Association of Certified Public Bookkeepers (NACPB), can further validate expertise in handling tax returns, audits, and other essential financial responsibilities.

How do bookkeepers ensure financial accuracy?

Bookkeepers ensure accuracy by reconciling accounts, conducting regular audits, and adhering to GAAP. They also leverage tools like Excel and QuickBooks to maintain precise records. In addition, bookkeepers implement detailed data entry protocols, verify source documents, and create backups to safeguard financial records. Their focus on maintaining accurate and organized financial data supports compliance and prevents costly errors.

Hire bookkeepers on Upwork

Finding the right bookkeeper is essential for managing your company’s financial health. Upwork connects you with top-tier talent skilled in data entry, financial reporting, and accounting software like QuickBooks. Whether you need part-time support or a full-time bookkeeper, Upwork provides access to a global pool of professionals ready to meet your needs. Post a job today and streamline your bookkeeping processes with ease.

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$37 hourly
Kirsten v.
- 5.0
- (9 jobs)
Boesmansriviermond, EC
Bookkeeping
Content Editing
Social Media Marketing
Facebook
Translation
English
German
Google Workspace
General Transcription
Office Administration
Administrative Support
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Customer Service

I’m a multi-skilled professional who thrives on versatility. My 40-year career spans administration, bookkeeping, translation (EN↔DE), customer service, operational management, hospitality leadership, education support, design, research, marketing assistance, and much more. I integrate all these skills into meaningful support that improves business flow, enhances organisation, and solves problems across many domains. What sets me apart is my ability to wear many hats without compromising quality. I adapt quickly, learn continuously, and bring a steady, solution-driven approach to every environment. If your operations, team or business needs someone reliable who can handle diverse tasks with competence and care — let’s connect. My strength-oriented attributes are: - Achievement orientation - idea collector - Connectedness - Inquisitiveness - Cautiousness *********************************************************************************** Ich bin eine vielseitige Fachkraft, die sich durch ihre Vielseitigkeit auszeichnet. Meine 40-jährige Karriere umfasst die Bereiche Verwaltung, Buchhaltung, Übersetzung (EN↔DE), Kundenservice, Betriebsmanagement, Führungsaufgaben im Gastgewerbe, Bildungsförderung, Design, Forschung, Marketingunterstützung und vieles mehr. Ich integriere all diese Fähigkeiten in eine sinnvolle Unterstützung, die den Geschäftsablauf verbessert, die Organisation optimiert und Probleme in vielen Bereichen löst. Was mich auszeichnet, ist meine Fähigkeit, viele Aufgaben zu übernehmen, ohne dabei Kompromisse bei der Qualität einzugehen. Ich passe mich schnell an, lerne kontinuierlich dazu und bringe in jede Umgebung einen beständigen, lösungsorientierten Ansatz mit. Wenn Ihr Betrieb, Ihr Team oder Ihr Unternehmen jemanden braucht, der zuverlässig ist und vielfältige Aufgaben kompetent und sorgfältig erledigt, dann lassen Sie uns in Kontakt treten. Meine stärkeorientierten Attribute sind: • Leistungsorientierung • Ideensammler • Verbundenheit • Wissbegier • Behutsamkeit
$12 hourly
Jenifer M.
- 4.9
- (31 jobs)
Baguio, BENGUET
Bookkeeping
Ecommerce
Xero
MYOB Administration
Google Docs
Balance Sheet
Intuit QuickBooks
Microsoft Excel
Bank Reconciliation
Account Reconciliation
Data Entry
Accounting
Financial Report
Tax Preparation

Be stress free from worries of financial. You can focus more on growing your own business and increasing your sales! I am a dedicated Accountant with 8 years of experience. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organization. I am experienced in following areas: *Bookkeeping for Companies/Trusts and Individuals using Xero, QuickBooks, Zoho and MYOB *Maintain an accurate record of financial transactions *Preparing Bank, GST and Payroll reconciliations *Carry out daily accounting activities such as reconciliation of receivable and payable, bank reconciliations, payroll processing etc. *Preparing Monthly Accounts/ Dashboards as per client requirements *Preparing Financial Reports and Tax Returns of Companies/ Trusts and Individuals *Gathering information and prepare working papers for tax audits. I'm absolutely friendly and creative! I love reading magazines, cooking and watching shows related to fashion, travels and lifestyle.
$10 hourly
Waqas A.
- 5.0
- (6 jobs)
Lahore, PB
Bookkeeping
Database
Market Research
Social Media Management
General Transcription
Content Writing
QuickBooks Online
Accounts Payable Management
PDF Conversion
Accuracy Verification
Computer Skills
Financial Accounting
Accounting Basics
Accounting Software

I have currently done my Bachelor Degree in BBA (Bachelor's degree in Business). I have a good grip in bookkeeping, Accounting, Quickbooks, and Inventory management. I also have basic computer skills which are required for accountants. I always pay extra attention to the details of the working paper and focus on accuracy as well as an excellent presentation for reviewers. I am very tech-savvy, know Excels and many more apps. I use upwork-call, skype or zoom, so we can screen share and get work done efficiently. Self-review skill is my key attribute for performing every task. KNOWLEDGE: * Financial accounting * Management accounting Skills: -Data Entry -Content Writing -Conversion of Documents -Income statement, Balance sheet, Statement of Cash Flows -Bookkeeping -Cash vs Accrual -Accounts Receivable & Payable -Depreciation & Amortization -Excel -Worksheets -VLOOKUP & IF functions -Tables, Graphs & Charts - Preparation of invoices, Bills, Journal Entrie My objective is to provide high-quality services to my clients in the fields of Accounting. I am very passionate about my work, reliable, and conscientious of both deadlines and working within the client budget. I will do my best effort to do your projects in the time agreed and with high quality. Your satisfaction and timely delivery are my highest priorities.

$37 hourly
Kirsten v.
- 5.0
- (9 jobs)
Boesmansriviermond, EC
Bookkeeping
Content Editing
Social Media Marketing
Facebook
Translation
English
German
Google Workspace
General Transcription
Office Administration
Administrative Support
Microsoft Office
Audio Transcription
Microsoft Excel
Customer Service

I’m a multi-skilled professional who thrives on versatility. My 40-year career spans administration, bookkeeping, translation (EN↔DE), customer service, operational management, hospitality leadership, education support, design, research, marketing assistance, and much more. I integrate all these skills into meaningful support that improves business flow, enhances organisation, and solves problems across many domains. What sets me apart is my ability to wear many hats without compromising quality. I adapt quickly, learn continuously, and bring a steady, solution-driven approach to every environment. If your operations, team or business needs someone reliable who can handle diverse tasks with competence and care — let’s connect. My strength-oriented attributes are: - Achievement orientation - idea collector - Connectedness - Inquisitiveness - Cautiousness *********************************************************************************** Ich bin eine vielseitige Fachkraft, die sich durch ihre Vielseitigkeit auszeichnet. Meine 40-jährige Karriere umfasst die Bereiche Verwaltung, Buchhaltung, Übersetzung (EN↔DE), Kundenservice, Betriebsmanagement, Führungsaufgaben im Gastgewerbe, Bildungsförderung, Design, Forschung, Marketingunterstützung und vieles mehr. Ich integriere all diese Fähigkeiten in eine sinnvolle Unterstützung, die den Geschäftsablauf verbessert, die Organisation optimiert und Probleme in vielen Bereichen löst. Was mich auszeichnet, ist meine Fähigkeit, viele Aufgaben zu übernehmen, ohne dabei Kompromisse bei der Qualität einzugehen. Ich passe mich schnell an, lerne kontinuierlich dazu und bringe in jede Umgebung einen beständigen, lösungsorientierten Ansatz mit. Wenn Ihr Betrieb, Ihr Team oder Ihr Unternehmen jemanden braucht, der zuverlässig ist und vielfältige Aufgaben kompetent und sorgfältig erledigt, dann lassen Sie uns in Kontakt treten. Meine stärkeorientierten Attribute sind: • Leistungsorientierung • Ideensammler • Verbundenheit • Wissbegier • Behutsamkeit
$12 hourly
Jenifer M.
- 4.9
- (31 jobs)
Baguio, BENGUET
Bookkeeping
Ecommerce
Xero
MYOB Administration
Google Docs
Balance Sheet
Intuit QuickBooks
Microsoft Excel
Bank Reconciliation
Account Reconciliation
Data Entry
Accounting
Financial Report
Tax Preparation

Be stress free from worries of financial. You can focus more on growing your own business and increasing your sales! I am a dedicated Accountant with 8 years of experience. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organization. I am experienced in following areas: *Bookkeeping for Companies/Trusts and Individuals using Xero, QuickBooks, Zoho and MYOB *Maintain an accurate record of financial transactions *Preparing Bank, GST and Payroll reconciliations *Carry out daily accounting activities such as reconciliation of receivable and payable, bank reconciliations, payroll processing etc. *Preparing Monthly Accounts/ Dashboards as per client requirements *Preparing Financial Reports and Tax Returns of Companies/ Trusts and Individuals *Gathering information and prepare working papers for tax audits. I'm absolutely friendly and creative! I love reading magazines, cooking and watching shows related to fashion, travels and lifestyle.
$10 hourly
Waqas A.
- 5.0
- (6 jobs)
Lahore, PB
Bookkeeping
Database
Market Research
Social Media Management
General Transcription
Content Writing
QuickBooks Online
Accounts Payable Management
PDF Conversion
Accuracy Verification
Computer Skills
Financial Accounting
Accounting Basics
Accounting Software

I have currently done my Bachelor Degree in BBA (Bachelor's degree in Business). I have a good grip in bookkeeping, Accounting, Quickbooks, and Inventory management. I also have basic computer skills which are required for accountants. I always pay extra attention to the details of the working paper and focus on accuracy as well as an excellent presentation for reviewers. I am very tech-savvy, know Excels and many more apps. I use upwork-call, skype or zoom, so we can screen share and get work done efficiently. Self-review skill is my key attribute for performing every task. KNOWLEDGE: * Financial accounting * Management accounting Skills: -Data Entry -Content Writing -Conversion of Documents -Income statement, Balance sheet, Statement of Cash Flows -Bookkeeping -Cash vs Accrual -Accounts Receivable & Payable -Depreciation & Amortization -Excel -Worksheets -VLOOKUP & IF functions -Tables, Graphs & Charts - Preparation of invoices, Bills, Journal Entrie My objective is to provide high-quality services to my clients in the fields of Accounting. I am very passionate about my work, reliable, and conscientious of both deadlines and working within the client budget. I will do my best effort to do your projects in the time agreed and with high quality. Your satisfaction and timely delivery are my highest priorities.
$10 hourly
Iftikhar H.
- 4.8
- (4 jobs)
Gilgit, GB
Bookkeeping
Financial Analysis
Financial Modeling
Data Entry
Xero
Management Accounting
Intuit Proconnect Tax
QuickBooks Online
Accounting Basics
PayPal
Payroll Accounting
Tax Accounting
Invoicing
Account Reconciliation
Tax Return

Stress-Free Financial Solutions for Business Growth – Expert Accounting Services Are you tired of worrying about finances? Let me help you focus on growing your business and increasing sales! As a dedicated accountant with 5+ years of experience, I specialize in providing accurate financial services, tax planning, and auditing. I’m committed to delivering high-quality, detailed financial statements, ensuring accuracy and clarity for all clients. Whether you’re based in the USA, Australia, or New Zealand, I have expertise in handling the financial needs of businesses across borders. I am passionate about helping clients achieve their financial goals and grow their businesses. Why Choose Me? 5+ Years of Accounting Experience: Skilled in tax preparation, internal auditing, and financial reporting. Attention to Detail: Dedicated to providing well-organized, accurate, and professional financial documents. Self-Review Expertise: A key attribute for ensuring flawless financial work. Client-Centered Approach: I offer personalized financial solutions tailored to your business needs. Let’s talk about your financial needs and how I can use my extensive knowledge, skills, and experience to benefit your organization. USA Accounting Services Tax Preparation: 1040, 1120S, 1065, 5471, FBAR, 1099, W-2 Tax Schedules: Schedule 1, C, A, D, E, R, 5, PAL, NOL carryover, 1031 exchange (8824) Depreciation: MACRS Depreciation schedules K-1 Distributions: Schedule L, M-1 & M-2 Sales & Use Tax E-commerce Integration: PayPal, Shopify, Square, Expensify, Bill.com Tax Software: Proconnect Tax Online, TurboTax Online, TaxAct Australian Accounting Services FBT & GST Returns BAS Preparations Division 7A Calculations Luxury Car Tax & GST Reconciliations PAYGW & PAYGIT Reconciliations with ATO ITA SMSF (Self-Managed Super Funds) Services: Accounting, Compliance, and Audit XERO Conversion & Xero Work Papers (CA Firms) New Zealand Accounting Services GST & FBT Returns ICA & PAYE Reconciliations Livestock Accounting: Opening & Closing Stock Valuations for Herd & NSC schemes Dairy Farming Accounting: Fonterra Milk Reconciliations Investment Accounting: PIE Calculations Rental Property & LTC Accounts XERO Conversion & Xero Work Papers (CA Firms) Software Expertise Accounting Software: QuickBooks, XERO, MYOB, SAGE, IRIS, CaseWare, APS, HandiSoft, Solution 6, Banklink, BGL Expense Management: Bill.com, Expensify Super Fund Management: Desktop Super, Super Fund Live, Class Super Let’s Work Together If you're looking for a reliable accountant who can handle complex financial tasks while providing insightful advice, I’d love to connect! I’m committed to making accounting stress-free and ensuring your financial records are always in top shape. Contact me today to discuss how I can help with your accounting, tax, and audit needs.
$35 hourly
Kim M.
- 5.0
- (37 jobs)
Wexford, L
Bookkeeping
Notion
General Transcription
Xero
English Tutoring
Inkscape
Payroll Accounting
Canva
Intuit QuickBooks
Email Communication
Microsoft Office
Typing
Data Entry

As a seasoned Executive Virtual Assistant (VA) with over 15 years of extensive experience in administrative, accounts, and support roles, I embody a well-rounded, dependable, and proactive approach to executive assistance. Having transitioned from the events industry in 2018, I bring a wealth of expertise honed through diverse roles and projects, demonstrating adeptness in managing various tasks and collaborating with individuals of diverse backgrounds. My support encompasses a wide array of administrative functions, including but not limited to calendar management, travel coordination, correspondence handling, property management, meeting minutes, and social media management. Furthermore, I excel in tasks such as bill payments, content creation, and maintaining organizational efficiency. Proficient in essential tools and platforms such as Xero, Quickbooks, Microsoft Office suite, Slack, Notion, Teams, and G Suite, I ensure seamless operations and effective communication within virtual environments. My capabilities extend to online research, data entry, and content writing, enriching the scope of assistance I provide. As a native English speaker from South Africa and a qualified TEFL instructor, I possess an exemplary command of the English language, guaranteeing clear and articulate communication in all interactions. My commitment to excellence is underscored by my ethos: "Quality means doing it right, even when no one is looking" – a sentiment epitomized by Henry Ford. Energetic, enthusiastic, and committed to continuous learning, I approach every task with dedication and a solution-oriented mindset. Thank you for considering my profile. I look forward to the opportunity to contribute to your success🚀
$75 hourly
Patrick P.
- 5.0
- (8 jobs)
Sunrise, FL
Bookkeeping
Office Administration
Accounting
Bank Reconciliation
Intuit QuickBooks
Accounts Payable
Accounts Receivable
Data Entry

If you are in need of an experienced professional who can organize your financials as well as support you in your growing business, let's talk! I am a business accountant with over 7+ years of experience and a proven track record of optimizing accounting systems, streamlining financial processes, ensuring compliance, and supporting sustainable growth by helping organizations gain deeper financial insights. I have worked in roles, as well as offer services from compliance bookkeeping and tax preparation to treasury analyst and fractional controller packages. 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝘁𝗶𝗲𝘀 • Training clients using QuickBooks Online • Maintaining accounting functions – accounts payable (AP), accounts receivable (AR), bookkeeping, account reconciliations, month-end financial reporting and statement preparation • Financial review calls with clients • Cash flow forecasting • Payroll administration • Tax preparation • Coordinate and correspond with Public Accounting and Legal firms on behalf of clients
$75 hourly
Shelby G.
- 5.0
- (32 jobs)
Clarksville, TN
Bookkeeping
Asset Management
Capital Expenditure
Buildium
QuickBooks Online
Accounts Receivable Management
Real Estate
Tax Preparation
Account Reconciliation
Microsoft Excel
Accounts Payable

I help real estate investors and service-based business owners clean up messy books, stay organized, and get accurate financials they can actually trust—without the stress. With 12+ years of accounting experience, I specialize in simplifying bookkeeping and creating clear, reliable systems that make month-end and tax season easier. Whether you need a clean-up, catch-up, or ongoing support, I keep the process straightforward and easy to understand—no confusion, no overwhelm. I have extensive experience working with real estate investors, including rentals, flips, and multi-entity structures. My work often involves tracking by property, handling loan activity and refinances, and ensuring everything is organized and ready for CPA review. I’ve worked extensively with platforms such as AppFolio, Buildium, DoorLoop, and REI Hub, including handling clean-ups, migrations, and ongoing bookkeeping across larger portfolios. Services: • Catch-up & clean-up bookkeeping • Monthly or quarterly bookkeeping • Software setup and organization • Chart of accounts creation (tailored to your business) • Transaction categorization and reconciliations • 1099 preparation and year-end support • Financial reporting with clear notes and explanations I work best with clients who value clear communication, organized systems, and a steady, low-stress approach to their finances. If you’re looking for reliable, stress-free bookkeeping and clear financials you can trust, feel free to reach out.
$50 hourly
Stacy C.
- 5.0
- (16 jobs)
Mendota, IL
Bookkeeping
Bill.com Accounts Payable
Wave Accounting
Accounts Receivable Management
Gusto
QuickBooks Online
Slack
Accounts Payable Management
Asana
Chart of Accounts
Bank Reconciliation
Intuit QuickBooks
Invoicing
Account Reconciliation
Microsoft Excel

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. Currently a Team Lead for Bookkeeping firm overseeing the work of bookkeepers for 60 clients.
$60 hourly
Indu P.
- 5.0
- (21 jobs)
Pune, MAHARASHTRA
Bookkeeping
Financial Report
Financial Modeling
Chartered Financial Analyst
Financial Analysis
Financial Planning
Cash Flow Analysis
International Accounting Standards
GAAP
Financial Statement
International Financial Reporting Standards
Balance Sheet
Microsoft Excel
Intuit QuickBooks

I am a Certified Public Accountant (CPA, US) and Chartered Accountant (CA, India), US CPA Faculty with extensive expertise in financial leadership, backed by over 13 years of post-qualification experience plus 3 years of internship training. I have expertise in accounting, business planning/modeling, financial analysis and reporting, financial statement preparation & review as per US GAAP, IFRS, UK GAAP & Ind AS along with bookkeeping, budgeting, forecasting and variance analysis experience. Most recently, I held the position of Director, where I led a team of 32 professionals in a large organization. In this role, I successfully spearheaded the transition of statutory financial reporting for 166 legal entities across 84 countries for Center of Excellence (COE) of a Global Capability Center (GCC), ensuring seamless compliance with diverse accounting standards and regulatory requirements. My ability to design and implement process improvements has resulted in enhanced efficiency and accuracy in financial reporting. Also, my tenure at a Big4 firm as a Manager in Capital Markets and Accounting Advisory Services has equipped me with the expertise to oversee complex accounting projects, including those involving International Financial Reporting Standards (IFRS). With a strong foundation in accounting, financial analysis, and consolidation, I specialize in full set of financial statements preparation and review in accordance with multiple GAAPs. some of feed backs i received from my Upwork Clients : "Indu is a competent professional with sound technical knowledge of the subject matter assigned to her." "Timeliness and adherent to deadlines and goes beyond for completion of work" "Excellent work! Delivered before deadline and quality of work was 1000% more than I expected! Thank you so much" "Indu strives to deliver results with perfection and on time."
$45 hourly
Linda K.
- 5.0
- (8 jobs)
Hagen, NW
Bookkeeping
Light Bookkeeping
Personal Administration
Email Support
Email Communication
Virtual Assistance
Administrative Support
Customer Support
Scheduling
Organizer
Task Coordination

Hi there! I'm an experienced Virtual Assistant with a strong focus on organization, communication, and efficiency. I support entrepreneurs, small businesses, and busy professionals with administrative tasks, email management, calendar coordination, customer support, research, and more. 🔧 My Services Include: - Administrative Support: Calendar management, email inbox handling, data entry, travel planning - Social Media Management: Content planning, scheduling posts, basic graphic design, community engagement - Customer Support: Responding to inquiries, managing tickets, follow-ups, and complaint resolution - Online Research & Documentation Why work with me? ✅ Quick learner & proactive mindset ✅ Highly reliable and detail-oriented ✅ Clear, friendly communication ✅ Confidentiality and data security guaranteed I work independently, think ahead, and help lighten your workload—so you can focus on what matters most. Let’s connect and make your day easier—I'm ready to support your success!
$60 hourly
Lynn W.
- 4.7
- (81 jobs)
Nashville, GA
Bookkeeping
Accounts Receivable Management
Bank Reconciliation
Payroll Accounting
Microsoft PowerPoint
Intuit QuickBooks
Accounts Payable Management
Income Statement
Microsoft Excel

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 Xero Partner, Gusto partner, ADP Partner
$39 hourly
Jaime O.
- 4.7
- (26 jobs)
Absecon, NJ
Bookkeeping
FreshBooks
Microsoft Office
Xero
Data Entry
Accounting Basics
QuickBlox
Accounting
QuickBooks Online
Microsoft Excel

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. Use my expertise for QBO/Xero setup, inventory management, transaction coding, account reconciliation, and anything else you might need. I have experiences with several industries: E-commerce, CPAs, Accounting firms, Political Analysts, Magazine, Remodeling/Construction, Bookstore, Consulting, Videographer, Property Management, Art, Organizer, Insurance Broker, Dog Training, Cleaning, Marketing, Pharmacy, Music School, e-recycling, Hair Salon, Law Firm, Architect, Dog Walking, Real Estate, Book consultant, Kitchen Design, Title Company, Immigration Law, Fashion design and more ACCOUNTING SOFTWARE SPECIALTY: • Quickbooks and Xero - Certified Quickbooks Online Pro Advisor and Xero Advisor
$75 hourly
Lariza A.
- 5.0
- (11 jobs)
Roseville, CA
Bookkeeping
Income Statement
Accounts Payable Management
General Ledger
QuickBooks Online
Account Reconciliation
Accounts Receivable Management
Financial Reporting
Financial Statement Software
Data Entry
Microsoft Excel
Bank Reconciliation
Intuit QuickBooks

Specializing in: *Clean-up/Catch-up Bookkeeping *QuickBooks Online Consulting or Training *Accounts Receivable Review *Prepare Profit & Loss for tax prep Currently accepting new bookkeeping projects. Contact me for your spot today!
$45 hourly
Faith S.
- 5.0
- (52 jobs)
Saxilby, ENGLAND
Bookkeeping
Cash Flow Software
Payroll Accounting
Tax Preparation

- AAT & CIMA qualified licenced accountant running an established business, with 20 years experience working in practice and industry. - Catering for clients nationally, from sole traders to Ltd Companies with turnover of up to the audit threshold - Advanced Quickbooks Certified Pro Advisor - Xero Partner/Advisor Certified - Freeagent Accredited Practitioner - Fully insured - HMRC agent - Use my own software that doesn't require access to your Government Gateway
$35 hourly
Johanne B.
- 5.0
- (4 jobs)
Cape Town, WC
Bookkeeping
Sage 50 Accounting
Payroll Accounting
Payroll Reconciliation
Account Reconciliation
Chart of Accounts
Accounts Payable
Accounting
Bank Reconciliation
QuickBooks Online
Accounts Payable Management
Accounts Receivable Management
Xero
Intuit QuickBooks
Data Entry

Welcome to my profile! With over 8 years of dedicated experience in accounting, payroll management, and financial management, I bring a wealth of expertise to every client I work with. Throughout my career, I've had the privilege of collaborating with a diverse range of clients, including international companies, those utilizing stock systems, and businesses with revenues exceeding $20 million. What sets me apart is not just my extensive experience, but also my proficiency with a variety of accounting software. I have 8 years of hands-on experience with Pastel and 5 years with Sage online, Quickbooks and Xero. My commitment to staying current with the latest tools and technologies ensures that I can provide efficient and accurate solutions tailored to each client's unique needs. What truly drives me is my passion for accounting and my unwavering attention to detail. I approach every task with meticulous care, ensuring that every entry is accurate and every report is thorough. I understand the importance of financial integrity and strive to maintain the highest standards of professionalism in everything I do. Whether you're a small business looking to streamline your accounting processes or a large corporation in need of comprehensive financial management, I'm here to help. Let's work together to achieve your financial goals and ensure the success of your business. Feel free to reach out to discuss how I can support your accounting needs.
$245 hourly
Jason P.
- 4.9
- (44 jobs)
Ballwin, MO
Bookkeeping
CPA
Business Coaching
Business Plan
Management Consulting
Due Diligence
Business Valuation
Startup Consulting
Financial Statement
Valuation
Mergers & Acquisitions
Strategic Plan
Leadership Development
Income Statement

Specializing in business valuations, small business acquisition consulting, financial due diligence, and financial statement reviews. Qualifications: Certified Valuation Analyst, CPA, Certified Life Coach Master’s Degree in Accounting Big 4 Accounting Experience Franchise Owner Real Estate Investor Experience: Owner Barclay Financial: CPA and Business Valuation firm providing accounting and consulting services. Professionally delivered work product in the following areas: Business Valuations Business Sale and Acquisition Consulting Financial statement prep and review Comfort & Expert Opinion Letters Business plan writing Strategic growth consulting Financial projection Financial due diligence PwC Tax Manager: Examined and reviewed federal tax forms prepared by interns and associates for completeness and accuracy; including a large consolidated return with over $1 billion in revenues. Analyzed balance sheets, income statements, and trial balances for necessary M-adjustments and other required book adjusting entries. Researched tax law for possible tax savings and additional compliance requirements while communicating openly with clients. Responded to and disputed tax notices from the IRS and other state tax authorities. Lead interns and associates and educated them on tax concepts and software. Responsible for the implementation of OneSource tax software across the Missouri market. Led office wide trainings/seminars on how to use and implement the software. Coordinated software implementation with our Global Delivery Support Team in India. PwC Associate: Prepared federal and state tax returns for a wide variety of entities, including large consolidated corporations, partnerships, s-corps, LLCs, trusts, and individuals. HealthSource Franchise Owner: Interviewed and staffed all necessary positions Successfully implemented and utilized Traction EOS (Entrepreneurial Operating System) Negotiated leases, contract bids, and professional fees Coordinated and organized a build-out of a new clinic while adhering to a strict budget Created, ran, and delegated a successful marketing campaign prior to opening Responsible for all employee payroll; monthly, quarterly and annual tax filings; and all HR duties Won new franchise of the year in 2019
$35 hourly
GJergji P.
- 5.0
- (6 jobs)
Tirana, TIRANË
Bookkeeping
Cash Flow Software
Business Analysis
Financial Reporting
Accounts Receivable Management
Cost Accounting
Finance Manager nVision
Corporate Finance
Accounts Payable Management
Balance Sheet
General Ledger
Account Reconciliation
Financial Accounting
Accounting
Financial Report

With more than 20 years of experience in the Finance and accounting , I am confident in my ability to deliver top-notch services. • Bookkeeping, financial statements, audits, and more. Reports and summaries of financial data to measure the financial health of an individual or business • Preparation of financial statements, financial reports, special analyses. • Planning, organizing, directing, and coordinating all the tasks associated with managing financial resources. • High level industry insight, business strategy, problem solving and management advice to improve a company's performance and growth. • Analyses cash flow, cost and expenses control, and guides business leaders. Analyses financial statements to pinpoint potential weak areas; I have very good knowledge of Quickbooks Online, Xero, Microsoft Navision, Microsoft Office etc.
$38 hourly
Monique B.
- 4.8
- (18 jobs)
Boston, MA
Bookkeeping
Customer Relationship Management
Administrative Support
Expense Reporting
Microsoft Outlook
Project Scheduling
Project Management
Event Planning
Travel Planning
Scheduling
Microsoft Excel
Microsoft Word

Experienced administrative professional with over six years of experience working alongside business owners and executives. Having worked in both the public and private sectors, I possess a unique perspective on meeting the needs of internal and external members. My strengths are project, budget, and contract management, and I am detailed, organized, and perform a wide variety of complex administrative tasks. I look forward to working with you!
$45 hourly
Shella A.
- 5.0
- (12 jobs)
San Francisco, CA
Bookkeeping
Gusto
Compensation & Benefits
Accounts Payable Management
Business Valuation
Corporate Tax
Intuit QuickBooks
Account Reconciliation
GAAP
Tax Preparation
Bank Reconciliation

With my expertise in accounting, bookkeeping, and as an EA, coupled with my certifications in QuickBooks and Xero, I have developed a strong skill set to effectively manage financial operations and provide accurate financial insights. My experience working with startup-growing and capital venture companies has given me valuable insights into the unique challenges and opportunities they face. I am dedicated to delivering comprehensive and reliable financial services while ensuring compliance with regulations and optimizing financial performance. I am confident in my ability to contribute to your organization's success by providing exceptional accounting and bookkeeping services. My line of work Accounting: *Proficiency in Financial Analysis and Cost Analysis *Expertise in Financial Reporting, Financial Statement Preparation, and Tax Preparation *Competency in Routine Bookkeeping Activities *Skillful Accounts Receivable/Payable Management, including reconciliations, using software such as Bill.com *Proficient in filing Federal, State, and Sales Tax Returns *Extensive experience in the formation and advisory of New Corporate Structures in compliance with US Corporate laws, with a focus on startups (10 years of experience) *Software Expertise: QBD-QBO, Xero, Gusto, ADP, ERP (Oracle, SAP), Bill.com, Concur, etc., ranging from implementation to end-user support, thereby enhancing accuracy and productivity Payroll: *Proficient in Payroll Setup for all states *Expertise in Benefits and Retirement Plan Setup *Skilled in preparing Profit Share Distribution statements. *Competent in Payroll Reconciliation and Payroll Accounting Tax: *Proficiency in handling Federal and State taxes for all types of entities, including foreign entities.
$35 hourly
Kevin C.
- 5.0
- (7 jobs)
Ottawa, ON
Bookkeeping
Personal Budgeting
Accounting
Bank Reconciliation
Data Entry
Intuit QuickBooks

4 years of providing financial and accounting services to clients in Canada and the United States. Prior to starting my own firm, worked for 6 years at the Canadian federal government in accounting operations and financial planning and budgeting, and 1 year at a large Australian public firm in Sydney in accounts. I have an undergrad in Finance, as well as another in Economics. I have taken intensive classes in accounting throughout my educational career and fully understand the importance of proper bookkeeping, and the IFRS accounting norms. My strongest skills are organization, attention to detail, and communication, the 3 most important skills to maintain in the field of bookkeeping. Perfectly bilingual in French and English, and conversational skills in Spanish. I am available to work on any size project, with any hours requested. I am a very faster learner and worker.
$65 hourly
Mary A.
- 4.9
- (66 jobs)
Waterloo, IA
Bookkeeping
Google Sheets
Financial Report
Google Workspace
Microsoft Word
Asana
Business Management
Google Docs
Account Reconciliation
Bank Reconciliation
Accounts Receivable
Intuit QuickBooks
Accounts Payable

TOP RATED PLUS - The top-rated 3% of Upwork freelancers! OVER 25 YEARS OF EXPERIENCE 5-Star-Rated Certified Quickbooks Pro-Advisor Current client openings: 1 By leveraging my skills and experience, I can help you unlock the essential insights hidden within your financial data, empowering you to make informed choices that drive your business forward. Let's work together to transform your numbers into a clear roadmap for growth and success. TRANSFORMING DATA INTO ACTIONABLE INSIGHTS -My expertise in QuickBooks Online allows me to efficiently set up, clean up, and maintain your accounts, transforming your raw financial data into concise, insightful reports that provide a clear, at-a-glance understanding of your business' financial health. -Effective financial reporting is vital for informed decision-making and guiding your business' continued growth and success. UNCOVERING THE STORY OF YOUR NUMBERS -Numbers tell a story - they reveal both the positive and negative aspects of your operations. Understanding this financial narrative is essential for making effective, data-driven decisions. -As a former business owner myself, I deeply appreciate the critical importance of robust bookkeeping and sound financial management. EXPERIENCE My experience includes a wide variety of businesses in e-commerce, retail, restaurant, real estate, wholesale, distributor, and service companies. • Set up, maintain, and reconcile loan, bank, credit card, and ledger accounts. • Review, analyze, trace discrepancies, and make corrections. • Clean up and enter large amounts of transactions for past and current years’ books. • Review profit and loss and balance sheets, checking for accuracy and making necessary journal entries, and closing monthly/yearly books. • Review reports and ledger accounts to check for inconsistencies to establish effective financial reporting. • Manage accounts receivables including posting of payments and deposits from checks, credit cards, Shopify, Amazon, and Paypal; monitor customer accounts. • Manage accounts payables, paying vendors with credit card and ACH using Melio. • Payroll submissions, mapping, and journal entries. • Sales entries including tips, sales tax, cash, discounts, and fees. • Submit monthly, quarterly, and yearly state sales taxes and forms.
$40 hourly
Erica C.
- 5.0
- (10 jobs)
Plantation, FL
Bookkeeping
Content Writing
Property Management
Project Management
Travel Planning
Social Media Management
CRM Software
QuickBooks Online
Translation
Multiple Email Account Management

Hi, I’m Erica Concepcion, an Operations Manager and Business Systems specialist with 10+ years of experience helping service-based businesses, property managers, and startups streamline operations, organize finances, and implement systems that support growth. I help businesses move from chaotic workflows and disconnected processes to organized, scalable operations that improve efficiency, transparency, and profitability. My background spans property management, legal operations, and service-based companies, where I’ve led teams, implemented operational systems, and managed financial workflows for multi-property portfolios and growing businesses. As the Founder of Savvy Pro Solutions, I partner with entrepreneurs and management teams to simplify complex operations through process design, automation, financial organization, and strategic operational support. What I Can Help With Operations & Systems ✔ Business operations management ✔ Process improvement & workflow optimization ✔ SOP creation and documentation ✔ Digital organization and systems implementation ✔ CRM setup and management Project & Team Management ✔ Virtual team leadership (teams of 8–12) ✔ Workflow implementation and accountability systems ✔ Cross-team coordination and operational planning Business Consulting ✔ Current-state operational analysis ✔ Process redesign and efficiency strategy ✔ Operational scaling support for startups and growing businesses Financial Operations & Bookkeeping ✔ QuickBooks setup, cleanup, and financial organization ✔ AP/AR tracking and invoicing systems ✔ Account reconciliation and financial reporting support Property Management Operations ✔ Property management systems support ✔ Vendor coordination and operational workflows ✔ Portfolio financial organization and reporting My Approach I believe strong operations come from clear systems, transparent processes, and empowered teams. My work focuses on building sustainable operational structures, not temporary fixes. The goal is always to create systems that make your business easier to run as it grows. Clients value my work because I bring: ✔ Analytical, systems-driven thinking ✔ Clear communication and proactive problem-solving ✔ A structured approach to complex operational challenges ✔ A collaborative leadership style that keeps teams aligned Additional Highlights • Founder of Savvy Pro Solutions • QuickBooks ProAdvisor Certified • Certified Apartment Manager (CAM) • Bilingual: English & Spanish Skills and actionable tasks: 🔶Operations management (rhythm of business, budget management, planning, strategy and execution) 🔶Project management (workflows, process improvement, reviews, documentation and analysis) 🔶Strategy consulting (current and future state analysis, recommendations, research) 🔶Digital Organization 🔶CRM Setup/Management 🔶Creating and Implementing SOPs 🔶Virtual Team Management [experience managing teams of 8-12] 🔶Social Media Management | Content Creation 🔶Bookkeeping [Invoices & Receipt Creation, Quickbooks Setup & Cleanup, AP/AR Organization & Tracking] Tech Stack: 🔷Microsoft Office: Word, Excel, Project, Powerpoint, SharePoint, Teams 🔷Google Workspace (Meets, Docs, Slides, Sheets, Drive, Calendar) 🔷Asana, Slack, ClickUp, Trello, Monday, Notion, and Basecamp 🔷Canva 🔷Dropbox and OneDrive 🔷Zoom 🔷Mailchimp 🔷Quickbooks, Wave Accounting, Freshbooks, and Zoho 🔷Gusto and ADP 🔷Clio 🔷Guesty, Breezeway, and Appfolio
$50 hourly
Veronica M.
- 5.0
- (6 jobs)
Oxnard, CA
Bookkeeping
Sales Tax
Financial Statements Preparation
QuickBooks Online
Management Skills
Intuit QuickBooks
Account Reconciliation
Tax Preparation
Data Entry
Transaction Data Entry
Bank Reconciliation

Hello, my name is Veronica, and I am a sole proprietor specializing in bookkeeping and tax services as an Enrolled Agent. With a strong focus on reliability, responsibility, and attention to detail, I offer comprehensive bookkeeping services tailored to your needs, whether it's weekly, monthly, quarterly, semi-annual, or annual. My expertise includes preparing and delivering the three major financial reports: Profit and Loss Statement, Balance Sheet, and General Ledger, ensuring your business stays organized and compliant. I'm committed to providing accurate, efficient, and professional financial management to help your business thrive. I do not outsource any of my work—everything is handled personally by me to ensure the highest level of quality and attention to detail. As an Enrolled Agent, I am also able to offer tax services, including tax projections and representation before the IRS and state agencies. I strive to help you take full advantage of available credits and tax deductions, ensuring that your tax filings are as beneficial and accurate as possible. With my expertise, you can have peace of mind knowing that your financial and tax matters are in capable hands.
$35 hourly
Heather A.
- 5.0
- (6 jobs)
Calgary, AB
Bookkeeping
Financial Reporting
Sage 50cloud
Project Accounting
Administrative Support
Microsoft Word
Tax Return
Payroll Accounting
Microsoft Excel
Intuit QuickBooks

I have 20+ years working with a variety of companies/organizations performing full cycle accounting and administrative services. My skills include: • Bookkeeping/Payroll skills including accounts payable, accounts receivable, preparing financial statements, payroll with ADP/Zenefits, bank reconciliation, tax remittances using SAGE 50 (Canadian and US versions), Netsuite and Quickbooks (QBO) US and Canadian versions (Advanced ProAdvisor Certified) • Proficient in Teams, Sharepoint, Zoom, Dropbox, Google Drive, Slack, Asana, bill.com, Taxjar, Skubana • Excellent organizational and oral and written communication skills • Intermediate to advanced knowledge of Microsoft Office Suite and have worked extensively with Excel to analyze and reconcile financial reports and identify variances and trends. • Client service in positions requiring a high degree of confidentiality and integrity • Native English speaker also fluent Spanish (reading, written and spoken) In my current position as Senior Accounting Analyst (since January 2021), I have been working remotely. My responsibilities are: • Oversee and lead team through month-end close and year-end process including preparing and posting accruals for payroll (bonus, commissions, salary, vacation), prepaid amortization, accrued expenses, deferred rent, capital and intangible asset amortization. Review staff accountant's entries and reconciliations. Reconciliation of bank and credit card statements and code and review employee expense reimbursements through Concur. • Analyze trends and fluctuations in P&L comparing to the Forecast/Budget. Review and reconcile balance sheet accounts and research variances. Extensive use of excel with VLOOKUP's, sumifs, pivots and other complex formulas in analysis of data. • Work with external auditors for year-end audit ensuring that all documentation requested is provided. • Work with multiple currencies with divisions in UK, US, Canada, Australia and India and post intercompany transactions. • Prepared GST/HST/QST tax returns and US sales tax returns for multiple jurisdictions as well as VAT for UK and GST for Australia. • Worked with integration team on 8 mergers/acquisitions. In my previous position as Accounting and Payroll Specialist, I worked remotely for an e-commerce business in the US and a branch in Canada. My responsibilities were: • Full-cycle bookkeeping including reconciliations (Shopify, Amazon, Stripe, Square, Authorized.net and other merchant service providers, bank statements, credit card statements), journal entries and month end adjustments to provide financial reporting using QBO and Fathom Reporting. • Processed semimonthly payroll for 60 employees using ADP and Zenefits. Calculated and remitted payroll tax in a number of states. Used TaxJar to administrate Sales Tax in a number of states as well as HST/GST in Canada. I have successfully maintained the financial accounts and prepared for the year-end audit for a number of public and private companies/organizations. In my position as Office Manager and Administrative Support, I have managed Director's calendars/travel, written business correspondence (including letters, memos, briefing notes), supervised other staff and coordinated schedules and performed other human resources functions. I completed a Certificate in Office Administration - Accounting in 1987 and have continued to take courses, etc. in order to keep my skills up to date. In 2018, completed the Quickbooks Proadvisor Certification and Advanced Certification. In the past, I have taken University courses for Financial Accounting as well as courses for Excel, Word, PowerPoint, SAGE and Quickbooks. I am responsible, hardworking and honest and take pride in a job well done. Flexibility and adaptability are abilities that I view as important in working on varied projects and positions whether I am working as part of a team or independently.
$65 hourly
Nita L.
- 5.0
- (27 jobs)
Gordon, NSW
Bookkeeping
Invoicing
General Ledger
Account Reconciliation
Wave Accounting
Australian Taxation
Xero
MYOB Administration
Accounts Receivable Management
Accounts Payable Management
Microsoft Excel
Intuit QuickBooks
Bank Reconciliation
Payroll Accounting

Australian CPA. BAS Agent. Lots of experience in different industries - hospitality, IT training and education, childcare services, bookkeeping, accounting firm, individual tax return. Have also great knowledge and experience on Rental and Trust Management Accounting and multiple intercompany entities . Proficient in setting up and managing small business' financial records in Xero, MYOB, Quickbooks and Wave Accounting, from data entry to full financial reports. I am very passionate in sharing my expertise to employers by giving them more time to concentrate on their business operation instead of worrying about bookkeeping and the required paperwork and obligations in running a business. I have great experience in Bank and General Ledger Reconciliations, Bank Feeds and aba Payments, EFTPOS reconciliations to third party software, Intercompanies Reconciliations, Accounts Receivables and Payables, Payroll including super, BAS/IAS, PAYG, Payroll Tax, Budgeting, Cashflow Forecasting, Financial Analysis etc. I enjoyed bookkeeping and reconciling accounts, I have reviewed and reconciled up to 3 years' financial records in the past and have uncovered discrepancies and have helped companies saved money. As part of my personal development, I have kept myself updated with Australian Taxation and GST requirements and Taxation rules in other countries. Being a dedicated self-motivated individual with great attention to detail, I can provide the best quality of work and reports needed by business owners. I am also a quick learner and always keen to learn new tasks to enhance my efficiency at work.
$40 hourly
Rose L.
- 5.0
- (7 jobs)
Mahwah, NJ
Bookkeeping
QuickBooks Online
Data Analysis
Financial Reporting
Microsoft Access
Database
Intuit QuickBooks
Income Statement
Transaction Data Entry
Balance Sheet
Accounts Receivable
Bank Reconciliation
Accounts Payable
Data Entry
Microsoft Excel

Detail‑oriented Accounts Payable and Bookkeeping Specialist with extensive experience managing full‑cycle AP, reconciliations, vendor relations, and financial documentation. As a Certified QuickBooks Professional, I bring advanced system expertise and a strong command of accounting fundamentals to ensure accuracy, compliance, and efficiency across all financial workflows.
$75 hourly
Hoda E.
- 5.0
- (1 job)
Dubai, DU
Bookkeeping
SAP BusinessOne
Financial Trading
Financial Analysis
Financial Model
Finance & Accounting
Data Entry
Financial Statement
Invoicing
Financial Report
Bank Reconciliation

UAE businesses are bleeding money through messy books, unfiled VAT returns, and Corporate Tax obligations they don't fully understand. International SMEs are drowning in manual finance processes that should run automatically. I fix both — remotely, in Arabic and English. I'm a Dubai-based Fractional CFO and finance automation specialist with 8+ years managing finance functions for businesses up to AED 50M ($14M) in revenue across UAE, UK, and international markets. I don't just report your numbers — I fix the systems producing them. I combine CFO-level financial leadership with hands-on automation — building Zoho One and Makecom workflows that eliminate manual data entry, close your books in days not weeks, and give you real-time financial visibility without hiring a full-time finance team. What I deliver that most controllers cannot: — Monthly close with board-ready P&L, balance sheet, and cash flow — Finance workflow automation using Zoho One + Makecom — Cash flow forecasting (3–6 months rolling) — Budget vs actual variance reporting with management commentary — UAE Corporate Tax compliance, FTA gap analysis, and VAT structuring — Zoho Books and QuickBooks setup, cleanup, and integration — IFRS-compliant financial reporting for international businesses Who I work with: Growing SMEs — typically $1M–$20M revenue — whose finance systems haven't kept pace with their business. UAE companies needing full regulatory compliance. UK and international businesses needing remote CFO leadership and automated reporting. Results from current clients: Monthly close reduced from 3 weeks to under 7 days. Zero FTA penalties across all active engagements. Board-ready reporting delivered on fixed monthly retainer. I respond within 1 business hour during UAE hours (GMT+4). If your books are behind, your VAT is overdue, your numbers aren't trustworthy, or your finance process runs on spreadsheets and hope — message me.
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