Hire the Best Bookkeepers in Virginia

Is the time and stress of managing your financial records holding your business back? I can help you get the peace of mind you want and the knowledge you need to thrive. Do you struggle with: - worrying your numbers aren't right or you're wasting money? - putting off record-keeping until your books are a mess? - understanding your financial statements? - finding the time to update your books? If any of these resonate with you, I can help you get clarity and confidence around your financials, empowering you to make better decisions for your business and yourself. I specialize in service-based industries, and I try to agree on a set price for projects up front as much as possible so you know exactly what to expect before work begins. Services I Offer: - Set Up a new QuickBooks Online file - Customize the Chart of Accounts to fit your specific needs - Categorization of all bank transactions for accurate records - Bank, credit card, and loan reconciliations to root out any errors - Clean Up Services (your books need organizing and catching up) - Catch Up Services (your books are organized, but behind) - Ongoing strategic bookkeeping so you know where you've been and where you're going My Story: I started bookkeeping so I could find my perfect life balance. Now I help both myself and others thrive by creating more time and freedom to focus on the people and things we love. If you're ready to start making your life easier, send me a message and let's set up a time to talk!

**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.

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.

A poor valuation doesn’t just cost you thousands—it can cost you millions $$$, along with wasted time and stress. I help entrepreneurs, 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 start up, 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 am looking for contract paralegal or bookkeeping work where I can utilize my legal, bookkeeping, and administrative skills and experiences, as well as continue to enhance my skills. Analytical, organized, and reliable professional with 15+ years of experience providing case management, bookkeeping, legal research, writing, and client management support in fast-paced legal offices. Skilled in project management, problem-solving, and effective communication. Proficient in Microsoft 365, Clio, and Quickbooks Online, with a strong ability to manage multiple priorities and ensure efficiency.