Hire the Best Bookkeepers in Virginia

**I am a Quickbooks ProAdvisor and reseller who can offer significant discounts on new Quickbooks Online accounts as well as multi-company discounts on new accounts! Discounts only apply to new Quickbooks accounts. -------------------------------------------------------------------------------------------------------------------- I am a certified Quickbooks Level 1 and Level 2 ProAdvisor, with experience working for a CPA firm in Northern Virginia. Currently, I am accepting new clients as I grow my business founded in 2022, The Robinson VAST Company, LLC. I am currently assisting over 20 clients, some with multiple Quickbooks companies, in 2025. Occasionally, I accept new clients as time allows. Please message me to find out if we would be the perfect match to work together! Are you constantly feeling overwhelmed and behind with the business side of your business? Are your bookkeeping and/or ongoing business tasks something that you would rather leave to someone else? Do you need more time to focus on the qualities of your business that make it unique, special and successful? If so, I can help! My passion is in supporting small to medium businesses to achieve their goals by providing a high level of professional bookkeeping services. One of my greatest hopes is that my assistance will help business owners free up time and space allowing them to focus on their top priorities. As I gained business and bookkeeping experience, I began to notice an important pattern with the clients that I assisted. In order to focus on the top priorities of their businesses, entrepreneurs and owners desperately needed bookkeeping and admin support just to be able to free up enough time to allow more focus on the work that made their businesses special, unique and most importantly, SUCCESSFUL! If you would like to find out how my assistance could elevate your business, please follow the clear and simple steps outlined below explaining how we can work together. 1. Contact me to set up an interview or free consultation. 2. Explain the pain points of your business and/or the help you are seeking that would provide the assistance to free up more time for you to focus on your core business offerings. 3. I will gather the information from our meeting and create a custom proposal inline with your business necessities and priorities. (No obligation and completely risk-free). 4. If you agree with my proposal and want to move forward in working together, hire me on Upwork. 5. I will get started managing your books right away. I look forward to working with you! Message me and let's chat! *Qualifications: Bachelor’s of Science degree in Business Administration with various accounting classes as part of the curriculum, Quickbooks Level 1 & Level 2 ProAdvisor with Platinum status, and Wave Accounting experience, professional bookkeeper, business specialist with management and leadership experience gained through assisting diverse business types and structures.

I’m a Controller-level accounting professional with 8+ years of experience helping business owners clean up their books, understand their numbers, and make better financial decisions. I don’t just categorize transactions—I help you see what your financials are actually telling you. I’ve worked across multiple industries including nonprofits, small businesses, retail, and service-based companies, supporting everything from day-to-day bookkeeping to high-level financial analysis. Here’s how I can help you: ✔ Monthly bookkeeping (accurate, clean, and audit-ready) ✔ Payroll processing and support ✔ Budget vs. actual reporting ✔ Cash flow tracking and forecasting ✔ Financial reporting (so you actually understand your numbers) ✔ Cleanup / catch-up work ✔ Support during audits or financial reviews My approach is simple: Clear books. Clear insights. Smarter decisions. If you’re behind on your books, unsure where your money is going, or just want someone reliable handling your finances—I can help. Let’s get your numbers working for you.

A poor valuation doesn’t just cost you thousands—it can cost you millions $$$, along with wasted time and stress. I help searchers, private equity groups, and business owners value private small to midsize businesses for investment, partner buyouts, tax, and litigation purposes. Unlike many finance freelancers on Upwork, I’ve personally invested in, operated, bought & sold, made and lost money on private acquisitions and investments. That real-world risk taught me the stakes of an inaccurate valuation. For the past 15 years, I’ve analyzed thousands of startups and small- and mid-sized businesses and have become certified across multiple SME appraisal and finance bodies. I am certified by the National Association of Certified Valuators and Analysts (NACVA) and the International Society of Business Appraisers (ISBA). I follow a structured process that documents every step, explains conclusions, and ensures credibility. Services Include: 🤝 Partner Buyouts - deliver certified, accurate and defensible valuations when an owner is considering selling to a business partner or related party. 📑 Business Acquisition Investment Review & LBO Analysis – get value of a private business you are considering acquiring or investing in. 🧾 Tax & Estate Valuation – independent certified business valuations for estate and gift tax reporting as required by the IRS. ⚖️ Litigation Valuation – lost profits and economic damage reports based on court-tested techniques that deliver accurate estimates of SME private business value. 🚀 Startup & Venture Capital Valuation – get an accurate and defensible pre-money value for your startup or investment. 📈 Strategic Planning – provides owners, leadership teams, and investors with a clear view of business value to guide growth strategies. 🚚 Equipment Valuation – Certified desktop appraisals for machinery, vehicles, and other equipment assets. 🧮 Quality of Earnings - assess the quality of reported EBITDA adjustments and discretionary earnings of the business 💵 Proof of Cash – our best defender against fraud and manipulation of financial statements 🔄 Working Capital – create accurate estimates for operating working capital needs and target PEG for negotiations. 💼 Acquisition CFO – support from post-acquisition accounting integration and cash flow forecasting. Why Work With Me: ✔️ Authoritative knowledge: thousands of businesses analyzed ✔️ Certified across multiple Institutes (CVA®, BCA®, CMEA®, FMVA®, and more) ✔️ Proven structured process that documents every step for credibility ✔️ Deliver fast turnaround (24–48 hours) when deadlines are tight ✔️ Top Rated on Upwork with 100% job satisfaction rating What Upwork Clients Say: 💬 “Josh is exceptional at what he does and provided the exact skills I needed for a potential business acquisition. Accountants might be able to review financials, but Josh knows exactly what to look for. 💬 "Josh is hands down one of the best consultants I’ve worked with on up work. He is perhaps the most professional person I’ve worked with, as well as the most talented business valuation expert I’ve ever worked with." 💬"Working with Josh has been one of the best decisions we've made. We're happy to recommend him to anyone looking to understand the value of their company." About Me: I’m Josh and 15 years ago when I got out of the military I wanted to buy a business. When I got the numbers from the business I wanted to buy, despite having a degree in finance, I could not come up with how they put the numbers together. I outsourced the analysis to different financial professionals but got conflicting information on the business’s value. The pressure mounted as I was about to put up a significant amount of my net worth, and I could not sleep. From that moment, I vowed to never be put in this position again and have been on a quest to know how these companies are valued. This past decade I’ve analyzed thousands of these businesses along with gaining multiple business appraisal institute certifications. To go along with my degrees and certifications, I have read over 400 books on private business valuation and transaction analysis. My credentials include: ✸ Certified Valuation Analyst (CVA)® ✸ Business Certified Appraiser (BCA)® ✸ Certified Machinery & Equipment Appraiser (CMEA)® ✸ Financial Modeling and Valuation Analyst (FMVA)® ✸ Professional Bookkeeper (PB)® ✸ QuickBooks Specialist (QS)® ✸ Profit and Growth Expert (PGE)® ✸ Certified Turnaround Analyst (CTA)® ✸ Accredited Small Business Consultant (ASBC)® ✸ M.S. in Applied Economics (MSAE) – Johns Hopkins University ✸ M.S. in Finance (MSF) – George Washington University ✸ B.B.A. in Finance—Radford University ✸ Certificate in Forecasting in Organizations—Johns Hopkins University ✸ Certificate in Real Estate Finance and Investment—New York University I’m new to Upwork and offering introductory pricing to build client relationships here. I offer a free consultation, so send me a message.

I’m a Virginia-licensed CPA with 15+ years of accounting experience, specializing in real estate businesses and small companies that need clean, tax-ready financials—not just basic bookkeeping. In addition to my professional background, I’m an active real estate investor myself, with hands-on experience in fix-and-flip projects, buy-and-hold rentals, and short-term rentals (STRs). That practical perspective allows me to understand the real financial and tax issues investors face—not just the theory. I help clients with: • Bookkeeping & monthly close (QuickBooks Online) • Cleanup & catch-up work (messy, behind, or inaccurate books) • Real estate accounting (rentals, flips, STRs, entity-level tracking) • Controller / CFO-style advisory for growing businesses • Preparing books for CPAs and tax filing • Coordination with CPAs to ensure smooth, efficient tax filings I’ve worked with CPA firms and business owners who need someone that can work independently, ask the right questions, and deliver accurate financials with minimal hand-holding. Typical engagements are project-based or monthly retainers rather than hourly, allowing clients to control costs while getting CPA-level support. ******* Additional Services: Real Estate Investor Consulting ******* In addition to accounting and bookkeeping, I also provide startup and advisory consulting for real estate investors, especially those early in their investing journey who want to build the right financial foundation from day one. As both a CPA and active real estate investor (fix-and-flip, buy-and-hold, and short-term rentals), I help clients with: • Financial and accounting system setup for new investors • Entity structure education (from an accounting and tax perspective) • Deal analysis, cash flow modeling, and pro formas • Rehab cost tracking and flip profitability analysis • Rental and STR cash flow planning • Tax-aware decision-making and long-term planning considerations This consulting is advisory and educational in nature, designed to reduce costly mistakes, improve financial clarity, and support smarter decision-making as your portfolio grows. Many clients start with consulting and later transition into ongoing bookkeeping, tax preparation support, or advisory services as their business scales. If you’re looking for a long-term accounting partner who understands real estate and tax-readiness, let’s talk.

I help business owners eliminate messy books and build audit-ready financial systems that scale. 💹 As a U.S. Licensed CPA and Certified Information Systems Auditor (CISA®) 🛡️, I bridge the gap between complex accounting and technology. From high-volume eCommerce to complex Creator Platforms, I leverage Advanced QuickBooks Online (Level 1 & 2 Certified) and ERP (Odoo) expertise ⚙️ to deliver accurate, compliant, and fully automated systems that transform your finance operations into a scalable competitive advantage. ✅ 📌 What I Deliver -> Monthly bookkeeping that’s clean, accurate, and ready for tax season. -> Complete tax preparation & filings (Federal + State) for LLCs, S-Corps, and individuals. Catch-up and clean-up projects, no matter how far behind. Odoo ERP, Zoho Books, and QuickBooks Online (QBO) integration via API. Automation of multi-platform sales reconciliation (Shopify, PayPal, Stripe, Amazon, etc.). =>Strategic tax planning and compliance advisory for small business owners. 💡 Why You Should Hire Me ✅ Direct access to a US-based CPA with 10+ years of experience in tax law, bookkeeping, and accounting technology ⏱ Save hours every month. I cut reconciliation time from 12+ hours to under 1 hour through smart automation 💰 Maximize your savings with proactive tax strategies that reduce liabilities and improve cash flow 📄 No surprises, transparent, fixed pricing so you always know your costs upfront 📌 On-time, every time, accurate work with zero outsourcing, handled personally by me 🌎 Industry Specialties Real Estate | Healthcare | eCommerce | Distribution | Manufacturing | Professional Services | Hospitality | Nonprofit | Technology Startups #CPA #USBasedCPA #CFO #Bookkeeping #TaxPreparation #CorporateTax #PersonalBudgeting #QuickBooksOnline #ZohoBooks #OdooERP #OdooDevelopment #ERPSoftware #SAPImplementation #SystemDeployment #USTaxation #FinancialPlanning #Xero #EcommerceAccounting #SmallBusinessCPA #TaxAdvisor #PayrollServices #ERPIntegration #BusinessTax

As a licensed CPA with 20 years of corporate finance experience, including extensive tenure managing treasury operations and system implementations for major health systems, I eliminate financial blind spots for healthcare providers, including the solopreneurs. Standard bookkeeping looks backward. By combining deep healthcare Revenue Cycle Management (RCM) expertise with advanced data analytics (including SQL Server pipelines), I bridge the operational gap between your front-end EHR/billing systems and your back-end general ledger. I don't just clean up messy data; I turn it into predictable cash flow. How I Help Your Practice Scale: Forensic RCM Catch-Up & Clean-Up: Rapidly reconstruct multi-month backlogs, untangle corrupted QuickBooks Online data, and audit front-end scheduling integrations to resolve system-wide financial leaks. Predictive Revenue Modeling & Analytics: Go beyond the balance sheet. I use advanced database tools to build custom dashboards tracking provider utilization rates, chair efficiency, and allowable revenue projections based on multi-payer contract behaviors. Advanced Clearinghouse & Lockbox Reconciliation: Systematically map complex cash flows—including patient financing (CareCredit), multi-site point-of-sale volume, and delayed insurance clearinghouse deposits—to eliminate ghost accounts receivable. Multi-Entity & MSO Structural Controls: Design and implement precise charts of accounts for expanding clinical brands using the PC-MSO model, keeping intercompany balances and management fees pristine. Let's turn your clinical data into an actionable strategic asset. Press the "Invite to Job" or "Consultation" button to get started.