Hire the best Bookkeepers in New York
Check out Bookkeepers in New York with the skills you need for your next job.
- $75 hourly
- 4.5/5
- (11 jobs)
Hello, I am a bookkeeper who can assist you with managing your company's financial records in Quickbooks. I also am an Excel expert looking to assist others in building useful spreadsheets and templates to set you up for success.BookkeepingBudget ManagementAccounting BasicsBank ReconciliationBalance SheetIntuit QuickBooksData EntryMicrosoft WordMicrosoft Excel - $75 hourly
- 5.0/5
- (112 jobs)
Small Business Tax ✅ Bookkeeping✅ Crypto Taxes ✅ MTM Tax Trader Status ✅ Capital Gains ✅ Trust and Estate ✅ Payroll ✅ Gift Tax As a Licensed CPA, I specialize in preparation and filing Individual (Form 1040) and Business Income tax returns: 1120 Corporations, 1120S S-Corporations, LLCs, 1065 Partnerships, Schedules C, D, E for Self employed Individuals. In addition to filing Individual and Business returns I offer Trust, Estate, and Gift tax returns preparation: Forms 1041, 706, 709. Why you should work with me? ➡ As an Accounting & Finance Professional, I offer applied experience in managing financial and income tax reporting, account & payroll reconciliation, routing tax & reports for preparation, and developing strong working relationships with clients to overcome business challenges. ➡ I have a track record of navigating frequently changing and complex tax environments related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. ➡ Moreover, I am highly knowledgeable of every aspect required by law and essential for proper and timely filings of Federal, State, and Local Taxation. ➡ I have demonstrated proficiency in preparing quarterly and annual financial reports, handling notices/installment agreements/offers in compromise from the IRS and other taxing authorities and overseeing reconciliation and monitoring of bookkeeping activities. ➡ I have exemplified expertise in analyzing proposed transactions for tax benefits and risks, advising clients on restructuring transactions, and interpreting complex tax rules regarding Corporate, Partnership & Trust transactions. ➡ I am experienced in the following topics: MTM Trader in Securities Status, Trader Tax Status (TTS), Section 475(f) Mark-to-Market election, Section 481(a) adjustment, Form 3115 Application for Change in Accounting method, Depreciation and Amortization. Areas of Practice ■ Tax Compliance and Planning ■ Tax Return Preparation ■ Crypto Taxes ■ IRS/NYS Representation ■ Small Business Bookkeeping ■ Payroll Services ■ Sales and Use Tax Returns Contact me to save yourself and your business from difficult tax situations and have peace of mind!BookkeepingFinancial AccountingCrypto AssetCorporate TaxCryptocurrencyIRS ResolutionCPAPayroll AccountingTax PreparationTax Planning & AdvisorySales TaxIntuit QuickBooks - $75 hourly
- 5.0/5
- (6 jobs)
🌟 I Help Small Businesses Achieve Financial Clarity and Freedom! 🌟 Are you a service-based business owner trying to find harmony between work and personal life? 🤝 Do you dream of having more time to focus on your passion while running a successful venture? 🚀 Hi there! I'm Jess, your dedicated QuickBooks Online ProAdvisor and ally in achieving the perfect work-life balance. With weekly, monthly, or quarterly bookkeeping, you will be able to make better financial decisions and be tax ready! Do you need help invoicing and paying your bills? I offer that too! I understand the challenges of running a service-based business while balancing personal commitments, and I'm here to lighten your load! 💼🌟 🔹 Why Choose Me? 🔹 🌈 Work-Life Synergy: As your trusted financial partner, I'm committed to helping you find synergy between your business and personal life. Let's unlock more time for what truly matters to you - growing your business and enjoying your journey! ⏰💖 📈 Business Growth: With my expertise in QuickBooks Online and meticulous attention to detail, I'll provide valuable insights into your financial health, empowering you to make informed decisions for exceptional growth! 📊 🌟 Services Tailored to Your Business & Life 🌟 For Mom-Owned Businesses: 🤝 Bookkeeping Solutions: Bid farewell to overwhelming accounting tasks and embrace a worry-free business journey. I'll keep your financial records in impeccable order while you focus on nurturing your business and family! 🏠💕 For Cleaning Services: 🧹 Squeaky Clean Finances: I'll organize your income and expenses, so you can effortlessly track your profits. Spend less time worrying about numbers and more time making your clients' spaces shine! 🧼🏢 For Real Estate Investors: 🏠 Real Estate Wizardry: Let me work my magic with QuickBooks Online, managing your income, expenses, and property-specific accounts. Enjoy the freedom to build a prosperous real estate portfolio while focusing on new investment opportunities! 🏰🏡 For Contractor Services (Cash Basis): 🔨 Building Financial Excellence: As a QuickBooks Online ProAdvisor, I'll organize your finances efficiently. Focus on delivering exceptional projects while I handle the numbers with precision! 🏗️📈 For Service-Based Entrepreneurs: 🌟 Tailored Financial Solutions: Let's collaborate to streamline your finances and drive business success. Whether you're a personal trainer, consultant, or another service-based business, I'm here to support your unique goals! 💪🎯 💌 Let's Connect! 💌 Ready to embrace the balance you deserve? 🌠 Reach out, and let's have a heart-to-heart chat about your business aspirations and personal vision. Together, we'll create a winning strategy for your financial success and life fulfillment! 🚀🌍BookkeepingFinancial AccountingQuickBooks OnlineFinancial AnalysisRetail & Consumer GoodsVirtual AssistanceReal EstateIntuit QuickBooksBank ReconciliationAccounting BasicsAccounts PayableAccounts Receivable - $100 hourly
- 5.0/5
- (73 jobs)
Hello! My name is Killian and I am a CPA who has a strong passion for helping my clients succeed in whatever it may be that they are doing- whether that is running a small business, multimillion dollar business or simply trying to plan for tax savingsBookkeepingQuickBooks OnlineBusiness ManagementTax Planning & AdvisoryFinancial ModelingCryptocurrencyPresentation DesignFinancial ModelFinancial PlanningCPATaxesIntuit QuickBooksTax ReturnMicrosoft ExcelFinancial Report - $167 hourly
- 5.0/5
- (35 jobs)
I am a bilingual Certified Public Accountant (CPA) with 10 years of experience in the field, I have dedicated my career to public accounting. I used to work for top tier public accounting firms with a diverse range of clients, primarily consisting of public and private asset management companies, small to mid-sized hedge funds (with assets under $100 million), as well as public and private banks. Presently, my focus has shifted towards offering comprehensive accounting services to small business owners and startups across various industries, including technology, healthcare training, non-profit organizations, media, and more. My extensive expertise encompasses financial statement reporting, in-depth accounting research based on U.S. Generally Accepted Accounting Principles (GAAP), regular basis accounting & bookkeeping, individual taxes etc. I am proficient in QuickBooks and Wave. I am currently assisting with businesses with managing their books and offering ad-hoc advisory and consulting services. My professional goal is to establish long-term partnerships where I can contribute to the growth of my clients' businesses. I aim to serve as their all-in-one solution for vital business services, offering outsourced accounting, bookkeeping, and more. **List of Services** -Audit Contractor -Review of Financial Statements -Compilation of Financial Statements -Preparation of Financial Statements -Outsourced Accounting and Bookkeeping Services(monthly basis or one time project) -Audit of Accounts -Individual Tax -Financial Planning LINS Accounting & Advisory, LLCBookkeepingFinancial ReportingGAAPTechnical AccountingFinancial ReportChart of AccountsFinancial AccountingAccount ReconciliationFinancial AuditBank ReconciliationAccounting BasicsIntuit QuickBooksMicrosoft Excel - $150 hourly
- 4.9/5
- (134 jobs)
CPA specializing in tax and accounting solutions for small businesses and high-net-worth individuals. Offering a one-stop shop for all your tax and accounting needs. • Annual Tax Preparation ✅ • Quarterly Tax Projections ✅ • Professional Bookkeeping & Accounting (QuickBooks) ✅ • Tax Planning ✅ • Retirement Planning ✅ My in-depth expertise is drawn from my days working alongside today’s notable hedge funds, private equity funds, law firms, and Fortune 500 companies. I bring distinctive advantages from working alongside the world’s most prestigious investment managers and servicing elite clients featured on the Forbes 400 Richest People in America list. *I respond to client requests ASAP*BookkeepingLimited Liability CompanyQuickBooks OnlineCPATax StrategyFinance & AccountingInternational TaxationS-CorporationTax LawTax Planning & AdvisoryAccounting Principles & PracticesTax PreparationIntuit QuickBooksTax Preparation SoftwareCertified Tax Preparer - $60 hourly
- 4.7/5
- (9 jobs)
I am a CPA in New York that has extensive experience with auditing and accounting roles as well as bookkeeping and light tax work. I can assist in various area such as preparing for your audits, day to day bookkeeping, payroll, cash flow projections, financial statements or monthly reporting, AR, AP, revenue, data analysis, complying with US GAAP, journal entries, and specialize in inventory reporting.BookkeepingData AnalysisFinancial Statements PreparationInventory ManagementCPAAccounting AdvisoryAccountingPayroll AccountingFinancial Projection - $75 hourly
- 5.0/5
- (3 jobs)
As a business operations expert, I provide COO leadership - establishing and strengthening a company's foundation and managing its core functions including Finance, IT and HR. Whether a startup or an established company, I eliminate communications barriers - facilitating the flow of information between these business units and driving optimal performance with a shared understanding of a common goal. I have a small team of trusted professionals that have worked with me for years, so we have the ability to provide businesses with any business operational needs, without bottlenecking or communication barriers, while offering the most cost effective solutions. HOW I BUILD SUCCESS: * Spearhead change when it will further a company's goals - not for the sake of stamping my brand. * Develop and implement short-term tactical plans, long-term strategies and scalable systems. * Uncover unique talents and expertise, and place people where they can do the most good. * Handle restructures, acquisitions, and the unexpected with a 'how can we solve this?' attitude. * Foster an environment receptive to new ideas - driving an aboveaverage retention rate in high-turnover industries.BookkeepingHuman Resources StrategyHuman Resources ComplianceFinancial ProjectionHuman Resources ConsultingBusiness StrategyHuman Resource ManagementSystem MaintenanceBusiness ManagementRemote IT ManagementIT SupportFinance & AccountingChange ManagementHR & Business ServicesBusiness Operations - $65 hourly
- 4.9/5
- (20 jobs)
I am a Certified Xero Advisor, Xero Partner, Gusto Partner. I have worked daily with integrated apps, such as Gusto (payroll processing) Chargebee (SAAS Billing platform) Stripe (payment processing) Wise (Multi currency banking) Zendesk (CRM) Hubdoc (Data capture expenses) Slack, Google Apps, QuickBooks Desktop. 25+years bookkeeping experience. Are you a small business who can't find the time to do the bookkeeping? I'm here to help! *Bank reconciliation *A/R A/P *Deposit reconciliation *General bookkeeping needs *Audit/clean up of accounts *Xero training and ongoing support *Chargebee training and ongoing support *Gusto training and ongoing support *Consulting on small business needs *Integrated App set up I am highly reliable, dedicated and motivated. Looking forward to speaking with you soon! AnaBookkeepingStartup CompanyTrainingGustoAccounting Principles & PracticesXeroAccount ReconciliationFinancial AuditSaaSBenefitsStripeGAAPAccounting BasicsAccounting SoftwareBank Reconciliation - $85 hourly
- 5.0/5
- (11 jobs)
Expert accountant with 7 years experience offering virtual accounting services. I do everything an accounting department would do, from AP to payroll to cashflow reporting and budgeting. I also build custom financial dashboards to track KPIs and other key financial information.BookkeepingExpensifyFinancial AnalysisGoogle Sheets AutomationGoogle SheetsBusiness with 1-9 EmployeesJustworksBudget PlanningExcel FormulaManagement AccountingBill.com Accounts PayableCash Flow AnalysisIntuit QuickBooksPayroll AccountingAccounting - $35 hourly
- 5.0/5
- (38 jobs)
I am an experienced Accountant and Bookkeeper with over 5 years of hands-on experience in managing financial records, preparing financial statements, and providing tax advisory services. My expertise also includes being a QuickBooks Pro Advisor, ensuring that my clients have accurate and up-to-date financial data. Throughout my career, I have had the pleasure of working with a variety of businesses, including franchise restaurants, gyms, auto repair shops, and more. This diverse experience has given me a deep understanding of the unique financial challenges that different industries face, and has allowed me to develop tailored solutions to meet their specific needs. My services include bookkeeping, payroll management, tax planning and preparation, financial analysis and reporting, and much more. I pride myself on being detail-oriented and committed to delivering timely and accurate results to my clients. If you are looking for a reliable and skilled accountant and bookkeeper, I am here to help. Please feel free to reach out to me with any questions or to discuss your specific needs. I look forward to working with you!BookkeepingAccounting Tools SetupFinancial ReportingBank ReconciliationAccountingEcommerceAccount ReconciliationAccounts PayableAccounts ReceivableBuildiumShopifyMicrosoft ExcelZoho BooksXeroQuickBooks Online - $50 hourly
- 5.0/5
- (11 jobs)
Thanks to my extensive experience on Wall Street and deep knowledge of the financial world, I've taken the initiative to launch and expand my own highly successful financial firm. Our impressive track record of rapid growth speaks for itself, and we're proud to have helped countless small and established businesses achieve their full potential. Our secret to success? A team of hard-working, intelligent professionals who are dedicated to taking your business to the next level. With hundreds of satisfied clients under our belt, we've got the formula for success down pat. Don't settle for mediocrity - trust the experts at our firm to help you achieve your goals and reach new heights of success. Contact us today to learn more about our services and how we can help your business thriveBookkeepingTax Refund SubmissionOperations Management SoftwareBusinessBusiness DevelopmentLight BookkeepingWave AccountingInvestment ResearchAccounting BasicsFinancial ModelingAccount ManagementFinance & AccountingQuickBooks OnlineFinancial ConsultingIntuit QuickBooks - $50 hourly
- 5.0/5
- (13 jobs)
12+ years experience in the field of accountancy, bookkeeping, tax and finance as an affiliate chartered accountant and ACCA. IRS-authorized Tax Preparation & E filing. Expert in US tax Preparation & Planning 🎯 1040, 1040NR, 1120, the 1120S, 1065, 5472, 5471, 990EZ for new 501c3, 1122, FBAR, etc as well as Payroll Tax / HR- Form 941/ 944, W2 preparation. As a Certified Accountant with over 12 years of global experience with PwC and Financial Controller, Finance Manager in different organizations, I offer a wide range of financial services (including QuickBooks, Xero, Oracle, SAP Business One and Microsoft Dynamics & Finance &Operations bookkeeping). I have served in various roles such as financial controller, virtual CFO, financial advisor, finance manager, bookkeeper(QuickBooks, Xero bookkeeping), US tax expert, and accountant for entities worldwide, including those in the US, Asia, and Europe. I provide comprehensive financial and accounting services that include bookkeeping, compliance with US GAAP and US taxation, adherence to IFRS, financial reporting (QuickBooks, Xero bookkeeping), risk management, and external auditing. I excel across various industries, particularly in E-commerce, and hold certifications in QuickBooks Online, Microsoft Dynamics 365, and Xero, among others. As a seasoned specialist in US Tax Preparation & Planning, I am proficient in preparing and filing various forms including 1040, 1040NR, 1120, 1120S, 1065, 5472, 5471, 990EZ, and FBAR. I offer my services to a diverse range of businesses, ensuring meticulous and compliant filing of Income, Sales, and Payroll taxes . My specialization also involves setting up books, creating charts of accounts, managing payroll, and performing client trust accounting, bank reconciliations, and tax planning ( in QuickBooks, XERO, Wave, ZohoBooks, MYOB, Microsoft Dynamics Business Central, Oracle and SAP B1 ( Business One) Cashflow, FreshBooks, Microsoft Dynamics AX 2012.). I also offer expertise in accounts receivable, accounts payable, financial statement preparation, and software assistance (QuickBooks, Xero bookkeeping) as well as Accounting Standards Evaluation – US GAAP & IFRS, Financial Modeling Forecasting Budgeting. The services I provide encompass monthly bookkeeping ( including QuickBooks, and Xero bookkeeping) for organizations of all sizes, financial statement preparation, financial modeling, and reconciliation of bank and account records. Additionally, I design Standard Operating Procedures (SOPs), perform business process reengineering, and handle various data visualization tasks. As a financial advisor and virtual CFO, I provide strategic financial analysis, forecasting, and leadership, tailored to meet the needs of your business. My portfolio spans multiple industries including E-commerce, Textile Composite, Electricity Production, FMCG, Sugar Industry, Education Services, Automation and Control Equipment, Telecommunication, and Banking and Capital Markets. I am committed to delivering top-tier financial and accounting solutions ( including QuickBooks, and Xero bookkeeping)and am readily available to answer any queries you might have, to enhance your financial understanding and decision-making as well as provide my clients with performance that is unbeatable and 100% availability during business hours. Certified QuickBooks ProAdvisor Accountant! Expert in Intuit QuickBooks and Intuit payroll services Let's schedule a quick meeting to discuss your problems and find effective solutions.BookkeepingBusiness ValuationAccount ReconciliationBank ReconciliationRevenue ManagementRevenue Cycle ManagementAccounts PayableQuickBooks OnlineFinancial StatementFinancial AuditFinancial ModelTax PreparationBusiness ModelingAccounting BasicsManagement Accounting - $75 hourly
- 5.0/5
- (12 jobs)
I'm a CPA that has recently launched his accounting firm focused on tax preparation, tax planning, bookkeeping, and financial statement prep. I have over 5 years of experience in tax, accounting, and audit. For the past two years I've been preparing tax returns for high net individuals and businesses. The industries have included real estate, financial services, retail, art dealers, traders, and mom and pop. My tax form knowledge includes 1040s, 1040-NRs, 1120-S, 1120, 1065, 1041, 709, 5471, 5472, and FBARs. I can also assist you in tax planning, tax notice resolution, and bookkeeping. My robust software and processes should have your returns and financials done in a timely manner. Feel free to reach out for a free consultation.BookkeepingFinancial Statements PreparationAccountingTax PreparationCPA - $50 hourly
- 5.0/5
- (29 jobs)
With over 15 years of dedicated remote experience, I am a highly skilled and adaptable bookkeeper and finance professional. My expertise spans across various industries, from construction to accounting firms, where I have successfully managed bookkeeping transactions and financial operations. Key Highlights: Exceptional Accuracy: Managed over $1 million in accounts payable monthly with a 100% accuracy rate. Remote Team Leadership: Proven ability to lead and motivate remote teams, ensuring productivity and efficiency. Financial Expertise: Skilled in handling foreign exchange rates and hedging E-commerce Management: Extensive experience in managing daily operations for online stores Comprehensive Bookkeeping: Proficient in reconciling accounts, handling accounts receivable (A/R) and accounts payable (A/P), and processing payroll. Advanced Software Skills: Well-versed in Excel, Google Suite, and QuickBooks Online and Desktop. Financial Reporting: Adept at generating and analyzing financial reports to support informed decision-making. My organization and meticulous attention to detail ensures that financial operations run smoothly and efficiently. I bring a wealth of experience, knowledge, and a proven track record in remote bookkeeping and team management, making me a valuable asset to any organization.BookkeepingGoogle Apps ScriptData EntryMicrosoft WordXeroJob CostingAccounts Payable ManagementForex TradingAccounts Receivable ManagementCash Flow ModelingIntuit QuickBooksPayroll AccountingBudget ManagementBank ReconciliationMicrosoft Excel - $40 hourly
- 5.0/5
- (50 jobs)
⭐⭐⭐⭐⭐ "Jon was really on the ball! He completely understood my needs and was able to cleanup several years of bookkeeping to give me a lot more clarity on my business. He was quick with deliverables and was a joy to work with." I'm an accountant and certified QuickBooks Online ProAdvisor with over 10 years of accounting and bookkeeping experience. Over the past few years, I've chosen to help small businesses grow by providing visibility into their numbers. Let's have a conversation if any of the following applies to you: ❌ You're spending hours each month maintaining your business books. ❌ Your books have fallen behind and it's difficult/impossible to see how your business is doing. Here are some details on the various bookkeeping services I can help you with: ✅ QuickBooks Online cleanup & catchup ✅ Bank account reconciliations ✅ Monthly P&L, Balance Sheet, & Cash Flow statement delivered to your inbox ✅ Accounts payable - Paying your vendors ✅ Accounts receivable - Creating invoices and sending them out to clients/customers. ✅ Fully managed Payroll (Partnered with Gusto) ✅ E-commerce (Shopify) integration into QuickBooks Online ✅ Quarterly/Annual budgeting & projections ✅ Weekly cash statements fully customized in Excel ✅ 1099 tax filing & electronic delivery I have worked both as an assistant financial controller and financial systems project manager over the course of my career. As an accountant, I've worked through numerous month end closes, account reconciliations, and financial reporting breakdowns. I've also developed a very strong affinity for cloud technology which makes the accounting & bookkeeping process extremely easy and efficient for my clients. As a business owner, you have far more important things to do than spend hours hovering over a screen working on your books. My goal is to work with you to ultimately save time & money, and get your time back into generating more revenue for your business.BookkeepingFinancial StatementTransaction Data EntryAccounting Principles & PracticesFinancial ReportingQuickBooks OnlineIntuit QuickBooksAccountingIncome StatementBalance SheetBank ReconciliationAccounts ReceivableMicrosoft Excel - $30 hourly
- 5.0/5
- (5 jobs)
Offering comprehensive bookkeeping services to small businesses. I have an Advanced ProAdvisor certification through QuickBooks and an active CPA license in the state of NY. I specialize in supporting contractors and tradespeople such as electricians, plumbers, carpenters, painters.BookkeepingHuman Resources ComplianceHuman Resource Information SystemHuman Resources StrategyHuman Resource Management - $30 hourly
- 5.0/5
- (6 jobs)
I am a highly dedicated and detail-oriented person. I will produce accurate results quickly. I am up to any challenge and can assist in any administrative need. I have extensive experience in accounting as well and can provide any assistance needed using QuickBooks, Microsoft Dynamics GP, NetSuite, or Microsoft Suite products (Excel, Word, PowerPoint).BookkeepingMicrosoft Dynamics GPOracle NetSuiteAccountingCustomer ServiceSchedulingMicrosoft OutlookTravel PlanningGeneral TranscriptionSpreadsheet SoftwareData EntryMicrosoft ExcelMicrosoft Word - $30 hourly
- 5.0/5
- (24 jobs)
I am a highly motivated and a detailed oriented professional bookkeeper , tax preparer and financial analyst, E-Commerce Specialist looking to assist you in meeting all your accounting and tax goals. I have a vast experience with all aspects of bookkeeping, tax and financial modelling to include, • Accounts receivable and accounts payable • Bank reconciliations and account reconciliations • Inventory tracking and cost of goods sold tracking • Journal entries, month-end, and year-end closings • Financial statements and cash flow forecasting • Budgeting and benchmarking, • Strategic planning, tax planning, payroll taxes, sales taxes and income tax returns. Moreover, I have an excellent command over various accounting platforms like, SAP, Oracle, Quickbooks Desktop, Quickbooks online, Freshbooks, ZohoBooks, Xero, Waves, Quicken, Webgility, Odhoo, Bill.Com, Apparel Magic etc. I have also used various property management tools like Buildium, Yardi, App folio etc. for real Estate bookkeeping. I have been doing bookkeeping for E-commerce businesses as well involving platforms like Amazon, Shopify, WooCommerce, Etsy, Faire etc. For tax preparation and tax filing I've used various tax software such as ATX , Drake, Ultra Tax, Pro-connect, Lacerte for individual and corporate tax returns.BookkeepingInternal AuditingFinancial AuditFinancial AccountingIntuit QuickenAccountingFinancial ReportingFinancial ModelingAccounts Receivable ManagementAccounts Payable ManagementAccounting Principles & PracticesSales TaxAccounts Payable - $20 hourly
- 5.0/5
- (4 jobs)
With a decade of hands-on experience as a tax consultant and paid tax preparer in the USA, I am committed to providing top-notch tax and business services. My expertise spans across comprehensive tax consultation, business formation for residents and non-residents, sales tax and payroll services, business dissolution, trademark registrations, and insurance solutions. Additionally, I offer proficient back-office support for US tax work, ensuring compliance and accuracy in all financial documentation. Whether you're an Amazon or Walmart seller or a growing enterprise, I tailor my services to meet your specific needs and help your business thrive. Key Services: US Tax Consultation and Preparation Business Formation for Residents and Non-Residents Sales Tax and Payroll Services Business Dissolution Services Trademark Registration and Insurance Solutions Back-Office Support for US Tax Work Why Work With Me? Over 10 years of industry experience Expertise with Amazon and Walmart seller tax structures Detailed and accurate financial reporting Personalized solutions to fit your business needs Let's work together to streamline your tax and business processes so you can focus on what you do best.BookkeepingMicrosoft OfficeTaxationTax TheoryAccountingManagement AccountingLight BookkeepingAccounting Basics - $40 hourly
- 4.8/5
- (6 jobs)
NY/USA based Fractional CFO & M&A CPA w/ skilled experience in monthly bookkeeping, financial reporting, preparing and reviewing financials. I specialize in accounting, closing the books on a monthly basis, reviewing and posting journal entries, reconciling and promoting revenue growth and analysis. I'm a CPA and outsourced CFO/Corporate Finance professional w/ very advanced expertise in managing QBO bookkeeping remotely! With a decade of experience, I can own the QBO full cycle accounting process, including GL setup, chart of accounts management, invoicing/AR/AP etc. Also, I can help you maintain it on a GAAP/FASB basis, either cash or accrual, and can handle all reconciliations, bank coding, proper categorizations etc to deliver clean financials and monthly P&L/balance sheets. Depending on your needs, I can also assist w/ cash flow mgmt/forecasting, financial modeling and consistent financial reporting/budgeting for your Company. I have multiple years of experience working with VCs and raising various equity rounds/debt rounds and Seed/Series A/Series B funding rounds successfully over the last several years. Would love to hop on a call/Zoom/Teams today to chat further - let me know when you're available or if you have any other questions! From meticulously tracking income and expenses to ensuring compliance with tax regulations, I can assist here to streamline your financial processes. As an M&A CPA & QoE specialist, I have worked as the M&A Consultant for lower/mid market Private Equity firms, Searchers, and Independent Sponsors to lead the full process of an acquisition from start to finish. I've worked on about 60 acquisitions in the last 4 years ranging from $1M Purchase Price to $120M as a Transaction Advisory Services Manager (which handles the QoEs from post LOI to close and beyond). I worked with the Buyers from pre-LOI and worked with them on the proper structuring of the LOI and negotiating the proper structure as well as establishing the most realistic valuation that the Sellers would get behind and agree to. I also know how to quarterback the full due diligence process, working with the equity investors, debt lenders, Sellers, QoE firms, insurance brokers for reps and warranties as well as the M&A lawyers. I also know how to work with both the equity and debt financiers such as the SBA 7a loan program to make sure that we meet all the right criteria and run the diligence process accordingly. I'll be able to identify all the addbacks and working capital analysis and make sure you are buying the business while understanding the exact true financial scenario and FREE CASH FLOW basis that you'll be able to generate. Furthermore, we'll recreate the financials from the bank and CC statements to ensure you have a true sense of a proof of cash and proper expenses on a GAAP basis.BookkeepingTax AccountingTaxesFinancial ProjectionIRS Income Tax AuditsAccounts ReceivableQuickBooks OnlineFinancial Statements PreparationFinancial ModelingFinancial AnalysisFinancial ReportFinancial ModelFinancial AuditFinancial PlanAccounting - $50 hourly
- 5.0/5
- (4 jobs)
Driven Accounting Manager willing and able to go above and beyond to meet individual and team goals. Skilled in leadership and team development, illustrated over 11 years of accounting and management experience. Technical skills include : Quickbooks Pro and Online, Shopify, Amazon seller-central, Etsy, Ebay, Gusto, Microsoft Excel, G-Suite,BookkeepingCash Flow StatementAccounts Receivable ManagementGoogle SheetsShopifyAccounts ReceivableAccounts PayableMicrosoft ExcelBalance SheetMonth-End Close AssistanceIntuit QuickBooks - $45 hourly
- 5.0/5
- (7 jobs)
Hi there! I’m Lillian, a Professional Bookkeeper with an Accounting Degree and have over 10 years of experience. I am here to help you! I can assist you by providing the following: -Initial setup of accounting software such as QBO, Zoho and Xero -Connecting bank and credit card accounts to your accounting platform -Reviewing and categorizing business transactions -Analyzing financial information and resolving account issues -Perform daily and monthly reconciliations while overseeing cash disbursements -Manage expenses via excel and Expensify -Maintain records of daily payments received and posting payments to the correct account -Proficient at invoice and collections processing -Generate and analyze financial reports that display the company’s profits, equity and cash flow -Process payroll via ADP or Gusto I've worked with a wide range of businesses, from high-profile clientele in the entertainment industry to start-ups and mid-size companies. If you have any questions, message me and let's schedule a chat! Look forward to working with you!BookkeepingAccount ManagementFinancial ReportingQuickBooks OnlineBill.com Accounts PayableMicrosoft WordBill.com Accounts ReceivableAccounts Payable ManagementAccounts Receivable ManagementFinancial ReportMicrosoft ExcelZoho BooksInvoicingData EntryBank Reconciliation - $175 hourly
- 5.0/5
- (17 jobs)
I am a fractional Controller and CPA with significant financial and operational experience who specializes in the software & SaaS industries. My experience covers companies from $0.5MM to $60MM in annual revenue in various stages of their life cycle. My current clients are in B2B and Data Science. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Manage monthly financial reporting • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Get financing and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.BookkeepingFinancial StatementFinancial AnalysisCommunication SkillsCPABill.com Accounts ReceivableChart of AccountsIntuit QuickBooksAccounts ReceivableMicrosoft Excel - $50 hourly
- 5.0/5
- (12 jobs)
Are you looking for an experienced Shopify or Amazon Bookkeeping Expert/ Specialist for your Shopify or Amazon business? You are at the right place lets discuss your Shopify, Amazon Bookkeeping, or Accounting needs in more detail so I can suggest and provide you the best solution according to your Amazon business-specific requirements. I am a Qualified Professional Accountant (Equivalent to CPA) and QuickBooks Online Advanced Certified Elite tier ProAdvisor. I have over ten years of bookkeeping and accounting experience with different eCommerce businesses, especially Amazon and Shopify. Except for Amazon and Shopify, I have extensive experience with Walmart, eBay, Etsy, Stripe, Paypal, etc. I specifically help eCommerce sellers and especially Amazon and Shopify Sellers, to analyze their business position over time so they can make effective decisions that will help their Amazon business to grow. I take my work seriously and do the job professionally. Client satisfaction is my utmost goal. Over my ten years career, I have worked with several Amazon and Shopify sellers. I performed various duties, including full-charge bookkeeping, accounts receivable and payable management and reconciliations, etc. I have also done several implementations and messed cleanups. I am efficient with my work, organized, and detail-oriented. I welcome you to invite me for an interview for your Amazon or Shopify bookkeeping, and I am pretty sure and confident I will not disappoint you. Regards, Ali Yousaf.BookkeepingAmazon FBAAccounts Payable ManagementQuickBooks OnlineInventory ManagementFinancial StatementAccounts Receivable ManagementFinancial AccountingTax PreparationMicrosoft ExcelBank ReconciliationAccount Reconciliation - $98 hourly
- 5.0/5
- (6 jobs)
Professional CPA with over 10 years of accounting & CFO experience with a background in Public accounting and Audit working across several industries and businesses. I provide CFO & Accounting along back office services from 6 - 8 figure size businesses. Now is the perfect time to reach out, make running your business smoother. Connect with me by sending a message to discuss any specifications and questions you have, free consultations at no cost and we can come up with a plan that best suits your needs. Allow us to help you measure the true success of your business and plan for the future. Knowing your accounting gives you the satisfaction and relief that your business is striving so you can concentrate on your objectives.BookkeepingReviewReal EstateAccounting SoftwareAccounting Principles & PracticesManagement AccountingMonth-End Close AssistanceInternal ControlFinancial ProjectionGAAPIntuit QuickBooks - $60 hourly
- 5.0/5
- (3 jobs)
Not your average bookkeeper! With a Masters Degree in Accounting, Notary, and over 20 years of various industry knowledge, I offer unsurpassed service and performance with a professional attitude and provide 24/7 services to small businesses and professionals so they can focus on their clients or craft and leave the finances to me. I am known for my hard work, reliability, and accuracy in my field and look forward to working with new clients, both start ups and well established businesses.BookkeepingSage IntacctQuickBooks OnlineStartup CompanyForecastingBudget PlanningCost AccountingData AnalysisSales TaxFinancial ReportingJournal EntriesAccountingMonth-End Close AssistanceAccounts ReceivableAccounts Payable Want to browse more freelancers?
Sign up
How hiring on Upwork works
1. Post a job
Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.
2. Talent comes to you
Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.
3. Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
4. Payment simplified
Receive invoices and make payments through Upwork. Only pay for work you authorize.