Name: Certified Public Accountants
Brand: Upwork
Rating: 4.9 (180 reviews)

Check out Certified Public Accountants in Florida with the skills you need for your next job.

Get started

Clients rate Certified Public Accountants

4.9/5

based on 180 client reviews

$150 hourly
- 5.0/5
- (29 jobs)
Hello, Thank you for checking out my profile, Here's a little bit about me: I specialize in providing strategic tax solutions tailored to your unique financial needs. I offer comprehensive tax preparation and advisory services for a wide range of investment entities, including Special Purpose Vehicles (SPVs), hedge funds, real estate funds, and funds of funds. Whether your investments are domestic or international, I am here to provide strategic tax solutions. I also provide personalized tax services for individuals with different types of equity compensation. After graduating with a Bachelor of Science in Accounting from Brigham Young University in 2020, I explored opportunities outside of the traditional audit services offered by firms like EY where I interned. I worked with a private equity real estate firm, assisting with underwriting and financial analysis, before moving to a New York-based taxation focused CPA firm. To deepen my understanding of the investment industry, I studied for and passed the North American Securities Administrators Association (NASAA) Series 65 Uniform Investment Adviser Law Exam administered by FINRA, I later established Triumvirate Capital Tax, where I continue to provide strategic and personalized tax solutions. I'm here to assist you with all your tax needs. Feel free to get in touch. Best regards, Adam Caruso

Certified Public Accountant (CPA)
Accounting Advisory
International Taxation
Intuit Proconnect Tax
CPA
Tax Accounting
Corporate Tax
Tax Strategy
IRS Income Tax Audits
Tax Planning & Advisory
Accounting Principles & Practices
Intuit QuickBooks
Tax Return
Tax Preparation
Certified Tax Preparer
$150 hourly
- 5.0/5
- (104 jobs)
As a Certified Public Accountant (CPA) I'm passionate about helping clients like you achieve financial success. My ultimate goal is to legally reduce my client's tax liability by providing a customized tax saving strategy. I have experience in preparing complex business & personal tax returns for high-net-worth clients. I specifically specialize in preparing Partnership (Form 1065), S-Corps (Form 1120-S), & Personal (Form 1040) tax returns. My experience & expertise includes preparing state & local tax obligations as well. This includes, but is not limited to: sales & use tax returns, commercial activity tax returns, franchise tax returns, business & occupation tax returns, along with other various tax obligations from a state & local tax (SALT) standpoint. My services also include providing assistance with resolving notices sent from the Internal Revenue Service (IRS), states, and local taxing authorities. I provide my clients with the best chance possible in having their penalties waived or reduced. I can also assist with satisfying any tax requirement(s) to resolve the notice(s). The foundation to any business is financial reporting. That is why I provide effective & efficient bookkeeping services. By doing so, my clients are able to analyze their business from a financial standpoint. This allows them to make decisions based on facts. Meeting with my clients on a monthly or quarterly basis is the most beneficial part of my bookkeeping services. During these meetings we are able to discuss their financial performance in more detail. Assisting entrepreneurs with the legal creation of their business is by far my favorite service to provide. As I am able to not only bring their business ideas to life, but most importantly provide them with information relating to taxes & financial reporting that becomes part of their business foundation. This information ensures their business has the proper procedures in place to avoid potential problems in the future. I also ensure their business is starting with the most beneficial tax structure to reduce their tax liability going forward. I believe in building lasting relationships with my clients. By partnering with me, you'll gain a trusted CPA dedicated to maximizing your financial success. Let's discuss how I can help you achieve your goals.

Certified Public Accountant (CPA)
Taxes
Tax Strategy
Tax Accounting
Property Tax
US Taxation
Business Consulting
IRS Income Tax Audits
Bookkeeping
Financial Reporting
CPA
Tax Law
Certified Tax Preparer
Franchise Tax
Sales Tax
Tax Planning & Advisory
$150 hourly
- 5.0/5
- (66 jobs)
I have over 18 years of experience and I have been a Certified Public Accountant (CPA) since 2005. I have worked as a Chief Financial Officer (CFO) for years, and consult for many businesses, to help with strategic planning and advice, tax preparation, accounting, bookkeeping and financial accounting. I have worked with businesses from small startups to large established companies. I have a team of CPAs and experienced accountants who work with businesses in a variety of industries including e-commerce. You can visit us at AverkampCPA.com and view our Google Reviews for additional references. Some of my work experience and qualifications at a glance: - Venture Capital CFO - High Net Worth Tax Planning and Corporate Tax Returns - Private Equity (Real Estate) Senior Controller - Audit Manager at KPMG - Performed US GAAP and IFRS Audits - Certified Public Accountant +17 years - Masters Degree in Accounting - Bachelors Degree in Accounting - Bachelors Degree in Finance Some of my specialties include: - Assisting start-up companies with fundraising, pitch decks, term sheet negotiations, and due diligence. - Performing financial analysis and due diligence on potential investments and analyzing companies at various investment stages (Seed Rounds to IPO). - Private company valuations under US GAAP ASC 820. - Working closely with CEOs and other executives on strategic planning and deal analysis. - Assistance with streamlining accounting and back office processes and procedures. - Leading teams ranging from 3 to +30 staff members. I look forward to helping your company succeed! Contact me today.

Certified Public Accountant (CPA)
Taxes
Corporate Tax
Investment Strategy
S-Corporation
Investment Banking
Financial Accounting
Venture Capital Consulting
CPA
Business Valuation
Financial Modeling
Mergers & Acquisitions
Fundraising
Fund Accounting
Intuit QuickBooks
$65 hourly
- 4.1/5
- (59 jobs)
Highly regarded CPA from Florida, specializing in E-commerce and other areas such as construction, Retail, and Professional Services, to name a few. I have 15 years of overall accounting experience in Public accounting and Fortune 500 companies. With almost 5 years of experience working in public accounting firms in both Taxation and audit, and the rest working in accounting departments for Fortune 500 companies as a Financial Analyst. Specializing in tax preparation, assistance, advice, consulting, research, general accounting, and bookkeeping. Experience with individuals, corporations, and partnerships ranging from start-ups to multi-million dollar companies. I also have experience with all types of tax software, such as QuickBooks, ProSeries, Ultra Tax, Drake, etc. All of this software is at my disposal, as well as the necessary research tools to answer any questions you may have regarding Federal, State/Local, and International tax. I have a Preparer Tax ID Number (PTIN), which means I am qualified to prepare tax returns and sign them as a paid preparer. All returns are prepared and signed by me, which means you'll be getting the comfort of a CPA preparing AND signing your return. You won't find that anywhere else with my prices. I am also a registered e-file provider. My credentials as a registered CPA in FL are included in the Certification Section.

Certified Public Accountant (CPA)
Shopify
CPA
Financial Audit
Financial Statement
Internal Control
Process Improvement
US Taxation
Bookkeeping
Sales Tax
$100 hourly
- 4.7/5
- (52 jobs)
I am the owner of the Classic Tax & Accounting CPA. I am a Certified Public Accountant with more than 10 years of experience in tax preparation and accounting. I work with individuals and small businesses from all types of industries. I have professional experience while working as finance manager, audit lead, and accountant for national firm, small business, and government agency. My experience is well diverse. My areas of specialty include tax preparation, accounting & bookkeeping, payroll processing, and financial statements compilation. Following Services are offered by Classic Tax & Accounting CPA: * Tax Return Preparation for Individuals & Small Businesses * Bookkeeping Service * Payroll Processing * Financial Statements Preparation, Compilation * QuickBooks and other Accounting Software Cleanup

Certified Public Accountant (CPA)
Fund Accounting
Tax Strategy
CPA
Financial Reporting
Tax Preparation
Bookkeeping
Sales Tax
Accounting Principles & Practices
Tax Planning & Advisory
Tax Law
Payroll Accounting
Bank Reconciliation
Intuit QuickBooks
$70 hourly
- 5.0/5
- (17 jobs)
Sam is a CPA that helps clients by: ✔️Developing high return on investment (ROI) tax strategies (typically between 3x-9x return on fees paid). ✔️Providing comprehensive tax advice that achieves peace of mind and reduces tax exposure. ✔️Being a trusted and responsive advisor for their tax and accounting needs. He accomplishes this with a level of professionalism, expertise and responsiveness typical of a large CPA firm. Sam offers the following services: ☑️ Business and individual tax return prep, including state and municipal returns ☑️ Quarterly tax estimates to prevent year end surprise tax bills ☑️ Tax strategies for businesses and individuals to lower their tax liability Testimonial: Sam is a high-value package for tax and accounting services. He's very direct and easygoing as a person, able to translate arcane tax issues into accessible language and concepts. Having worked with professionals with several different firms and accountants over the years, Sam is head and shoulders above my past experiences. Impeccable integrity. Cannot recommend highly enough.

Certified Public Accountant (CPA)
Tax Strategy
CPA
Tax Planning & Advisory
Tax Preparation
$50 hourly
- 5.0/5
- (78 jobs)
Dynamic and motivated professional with a proven record of expertise in Accounting and Bookkeeping, Tax Planning, Tax compliances, and Tax Return filing, managing accounting projects from scratch to completion, and Finalizing the Books for tax return preparation. Skilled in building a streamlined process for accounting and taxes, demonstrating exceptional communication skills, and making critical decisions during challenging situations. I have 9+ years of experience working in the field of accounting and taxation. Accounting and Bookkeeping Experience - Setting up a company - Reorganizing Chart of Accounts - Bank Reconciliation - Credit card Reconciliation - Paypal /Stripe Reconciliation - Account Receivable Management - Accounts Payable Management - Month/Year End Closing Journals - Inventory Management - Payroll Accounting - Reporting Tax and Tax Planning Experience - Income Tax return filing - Building Tax Planning Strategies for Small and Medium businesses - State Sales Tax Registration and Compliance - State Withholding Tax Registration - Payroll Setup and Compliances - State unemployment tax registration - State Annual Filings Industries worked in - Property Management Companies - Real Estate Companies - Restaurants - Therapy center - Medical Billing - CPA firms - Tours and Travel Companies - Landscaping & Lawn Care Companies - Cafe's & Bars - Manufacturers - Traders - Retail Stores - Hotels & Motels Accounting - Farms and Orchards

Certified Public Accountant (CPA)
Taxes
Sales Tax
Corporate Tax
Certified Tax Preparer
CPA
Xero
Management Accounting
Accounts Payable Management
Financial Accounting
Balance Sheet
Tax Preparation
Bookkeeping
Intuit QuickBooks
$150 hourly
- 5.0/5
- (7 jobs)
I am an experienced CPA with public accounting experience. I love to implement technology to streamline and improve accounting processes. I ran my accounting business for 18 years, providing CFO-level expertise and management guidance for small to medium businesses. I specialize in accounting systems, taxes for individuals, corporations, partnerships, M & A, and SEC financial reporting. I am hands on, willing to do whatever task is needed to complete a project. I have worked on a team to take two companies public and have team management experience. I have consolidated foreign companies in England, Canada, Norway, and the lesser Antilles with currency conversion, and I have worked with VAT, GST, and PST taxes.

Certified Public Accountant (CPA)
SEC Reporting
QuickBooks Online
Mergers & Acquisitions
Accounting Software
Financial Reporting
CPA
Corporate Tax
Sales Tax
Microsoft Office
Bank Reconciliation
Oracle NetSuite
Tax Preparation
Intuit QuickBooks
Financial Report
Tax Return
$100 hourly
- 4.8/5
- (11 jobs)
Certified Public Accountant (CPA) - PROPERTY MANAGEMENT Highly efficient accounting expert with over 15 years of experience specializing in Real Estate and Property Management Accounting Services. I can offer your business an array of skills including tax return preparation and filings, budgetary planning, CAM reconciliations, cash flow forecasting, financial analysis, cost saving strategies, process improvements, accounting and reporting. I have proven results delivering quantifiable profitability through cost controls and analytical reasoning. I have a track record of exceeding all goals and deadlines in fast-paced environments. • Tax Return Preparation • P & L Management • Financial Planning & Analysis • Cash Flow Analysis • GAAP • Balance Sheet • Account Reconciliations • Technical Accounting

Certified Public Accountant (CPA)
Real Estate
Yardi Software
CPA
Financial Management
Budget Management
General Ledger
Cash Flow Analysis
Tax Return
Account Reconciliation
Intuit QuickBooks
$40 hourly
- 5.0/5
- (48 jobs)
If your business needs multiple years of accounting and tax cleanup, I’m here for you! Allow me to get your business’ bookkeeping and financial statements cleaned up and take care of all your tax needs! I am a licensed CPA as well as a Certified QuickBooks Online Pro-Advisor with multiple years of Accounting & Tax experience and I'm here to help you save time and money. Here are the services I provide: QuickBooks Bookkeeping and tax preparation for Businesses and Individuals: • Setup, Cleanup, & Monthly Bookkeeping • Year-round tax planning and consulting for your business • Preparing both business and personal tax returns Business Entities we work with: • Single-Member and Multi-Member LLCs • Partnerships • S-Corporations • C-Corporations The process to get started is simple. We’ll have an initial chat, you’ll add me to your QuickBooks file, and then I’ll send over a QBO checkup and custom proposal that meets your exact needs!

Certified Public Accountant (CPA)
Tax Planning & Advisory
Financial Accounting
Certified Tax Preparer
Tax Preparation
QuickBooks Online
Tax Preparation Software
CPA
Accounting Basics
Intuit QuickBooks
Tax Return
Data Entry
Bookkeeping
$150 hourly
- 4.7/5
- (3 jobs)
Accounting/Finance Manager with over 20 years of experience. Demonstrated technical and leadership abilities to guarantee the execution of the monthly general ledger closing, the continuous improvement of operations and finance activities, and the compliance with corporate accounting policies. An effective coach that promotes core business values, and encourages professional personal growth for the members of the team.

Certified Public Accountant (CPA)
Accounting
International Taxation
CPA
Compliance
Financial Audit
GAAP
Finance & Accounting
Financial Report
Tax Preparation
Tax Law
$50 hourly
- 5.0/5
- (10 jobs)
Hello! My name is Michael Eaton, CPA. I have 15+ years of accounting, bookkeeping and tax experience, including currently being a Controller at a miz-size construction company. My previous experience includes being a Tax Manager for a public tax firm and a Senior Auditor for a public firm. I have extensive experience in preparing and reviewing 1040 returns, Partnership Returns, S-Corp Returns and Corporate returns. I am also a professional bookkeeper with extensive experience in using Quickbooks. I can help get your company's books cleaned up and managed correctly while offering tax-saving strategies and tips along the way!

Certified Public Accountant (CPA)
Bookkeeping
Taxes
Certified Tax Preparer
CPA
Tax Law
Corporate Tax
US Taxation
Accounting
General Ledger
Financial Accounting
Income Statement
Balance Sheet
Tax Preparation
Tax Return
Intuit QuickBooks
$90 hourly
- 5.0/5
- (3 jobs)
I'm a Certified Public Accountant and QuickBooks Pro Advisor. I love working with small business owners, freelancers, and side hustlers from all different industries! If you need any of the below, or even if you aren't quite sure what you need yet, let's connect and discuss what I can do for you! ● I can prepare individual, partnership, and S corporation tax returns (federal and state) ● I can perform income tax planning and projections to give you an idea of your tax liability as well as any tax reduction strategies ● I can do your bookkeeping so you know you have accurate financials to assist with making key decisions ● If we’re working together on a long-term basis, I’m always happy to help with tax questions that come up during the year ● I believe communication is really important and want to stay in touch!

Certified Public Accountant (CPA)
Tax Preparation
Tax Accounting
Intuit Quicken
QuickBooks Online
Tax Strategy
Certified Tax Preparer
US Taxation
Financial Statement
CPA
Tax Planning & Advisory
Taxes
Bank Reconciliation
Bookkeeping
Payroll Accounting
$35 hourly
- 4.9/5
- (9 jobs)
“I’m a CPA with experience in Audit and preparation for small and medium sized businesses. I’m experienced in for profit audits and also proficient in Microsoft Office including excel, word, Powerpoint and outlook. I’ll fully Audit, review or compile your financials from start to finish. Provide business advice on how to maintain your books

Certified Public Accountant (CPA)
Finance & Accounting
CPA
Mathematics
Tax Accounting
Accounting
$100 hourly
- 5.0/5
- (8 jobs)
Greetings! I'm Brock Delaney, CPA, and I have 10+ years of experience dealing with accounting and tax matters for businesses and individuals. I own and operate Delaney CPA firm in Florida. I also have extensive experience working with QuickBooks and other accounting software.

Certified Public Accountant (CPA)
Accounting Basics
Accounting Advisory
IRS Income Tax Audits
IRS Resolution
Tax Planning & Advisory
Tax Law
QuickBooks Online
Bookkeeping
CPA
Payroll Accounting
Accounting
Tax Accounting
Tax Preparation
Intuit QuickBooks
$150 hourly
- 5.0/5
- (1 job)
I'm a Certified Public Accountant with a passion for helping individuals and small businesses manage their finances. I graduated from Brigham Young University's top-ranked accounting program and earned a Master's degree in Accountancy from UCONN. I also gained valuable experience working at Deloitte for almost 5 years, where I specialized in individual income tax, particularly mobility tax. This gave me a unique opportunity to work with many high net worth clients that had tax compliance obligations in multiple countries and states, and provided exposure to complex financial situations. I offer a range of services to individuals and small businesses, including personal finance, bookkeeping, preparing financial statements and tax documents, and providing income tax estimates throughout the year. My goal is to provide personalized and reliable financial management solutions that cater to your unique needs. I understand that finances can be overwhelming, especially for small businesses. That's why I strive to make the process approachable and understandable, ensuring you feel comfortable and confident in managing your financial affairs. I'm dedicated to building strong relationships with my clients, based on trust, open communication, and a genuine commitment to your financial success. Let's work together to achieve your goals and secure a solid financial future.

Certified Public Accountant (CPA)
Financial Accounting
QuickBooks Online
Wave Accounting
Tax Preparation Software
Tax Law Compliance
Tax Planning & Advisory
IRS Income Tax Audits
Personal Budgeting
Certified Tax Preparer
Tax Preparation
Tax Accounting
CPA
Payroll Accounting
Bank Reconciliation
Bookkeeping
$300 hourly
- 5.0/5
- (4 jobs)
I am attorney licensed in Florida and Massachusetts with over 27 years of experience. I can review documents, including medical records, summarize records, conduct research, and interpret contracts. I am also a licensed CPA and have a Masters of Science in Taxation. I can be a bookkeeper, assist with preparation of financial statements and tax issues.

Certified Public Accountant (CPA)
Legal Translation
Legal Transcription
Legal Documentation
Legal Drafting
Legal Consulting
Translation
Tax Accounting
CPA
Research Documentation
Writing
Bookkeeping
Summary Report
Amicus Attorney
Tax Law
$50 hourly
- 5.0/5
- (1 job)
Your Trusted Partner for Accounting, Tax, and Bookkeeping Solutions! Are you seeking professional assistance with your accounting, tax, and bookkeeping needs? Look no further! I am your dedicated resource, committed to simplifying your financial journey and ensuring your business's success. With a comprehensive range of services tailored to meet your specific requirements, I'm here to alleviate the stress of managing your financial matters. 🔍 Expertise at a Glance: 1. Accounting Excellence: Accurate Financial Statements: Benefit from meticulously prepared balance sheets, income statements, and cash flow statements to gain insights into your business's financial health. Comprehensive Ledgers: Maintain well-organized ledgers that provide a clear overview of your transactions, making it easier to make informed decisions. Payroll Management: Effortlessly handle employee compensation, tax withholdings, and compliance, ensuring your team is paid accurately and on time. 2. Tax Optimization: Strategic Tax Planning: Minimize tax liabilities through strategic planning, deductions, and credits, while staying compliant with ever-changing tax regulations. Filing: Streamline the tax filing process with expert guidance, ensuring you meet deadlines and maximize your returns. Audit Assistance: Feel confident in the event of a tax audit with meticulous documentation and knowledgeable representation. 3. Meticulous Bookkeeping: Timely Data Entry: Keep your financial records up-to-date and accurate, enabling you to monitor your business's performance closely. Expense Tracking: Gain control over your expenses by categorizing and tracking them, allowing for informed cost-cutting decisions. Reconciliation: Ensure your accounts are balanced and error-free by reconciling bank statements and financial records regularly. 4. Strategic Financial Advisory and CFO Services: Growth Strategies: Collaboratively develop financial plans that drive business growth, expand market presence, and enhance profitability. Financial Analysis: Gain a deeper understanding of your financial data with insightful analysis and reporting, empowering informed decision-making. CFO-Level Insights: Access the expertise of a seasoned CFO without the full-time commitment, ensuring strategic financial leadership for your business. - Why Choose Me? - Personalized Approach: Tailoring solutions to your unique needs, I am committed to understanding your business's intricacies and providing customized support. Experience and Expertise: With a proven track record in accounting, tax, and bookkeeping, you can trust in my knowledge to navigate complex financial landscapes. Reliable Guidance: Whether you're a small business owner, a freelancer, or an individual, I'm here to demystify financial processes and offer reliable guidance. Peace of Mind: Focus on what you do best – running your business – while I handle the numbers, ensuring accuracy and compliance. Let's embark on a partnership that empowers your financial success. Contact me today to explore how I can assist you in achieving your accounting, tax, and bookkeeping goals. Your success is my priority, and together, we'll pave the way for a prosperous future!

Certified Public Accountant (CPA)
Mergers & Acquisitions
CPA
QuickBooks Online
Xero
Financial Reporting
Sales Tax
Tax Law Compliance
Tax Planning & Advisory
Financial Consulting
Management Accounting
Tax Preparation Software
Bookkeeping
Tax Strategy
Tax Accounting
Accounting
$200 hourly
- 5.0/5
- (10 jobs)
Experienced CPA and auditor with over 15 years experience. Previously worked at an international top CPA firm and national CPA firm. In addition, have manage my own practice performing audits of privately held and non profit entities including non profits, homeowner/condominium associations, construction, manufacturing, and other business entities with revenues in excess of $50M. Have extensive experience managing numerous audits and very deep knowledge of technical accounting, internal control, and US GAAP and SEC rules. Also very deep experience preparing and reviewing GAAP financial statements. Please contact me if I could be of assistance

Certified Public Accountant (CPA)
Technical Accounting
Financial Planning
Financial Audit
Audition Preparation
Internal Control
Accounting
Internal Auditing
Financial Statement
CPA
$35 hourly
- 5.0/5
- (9 jobs)
I am an expert bookkeeper and a CPA with vast experience in performing monthly accounting. I have expertise in monthly closing, including but not limited to: - Bank reconciliation - Credit card and loan reconciliation - Vendor and customer reconciliation - AP and AR management - Adjusting journal entries - Intercompany reconciliation - Accruals - Financial Statement review - Clean-ups - Sales Tax - Payroll Accounting softwares: QuickBooks and Odoo Third party apps and websites: Amazon, Shopify, Faire, Etsy, Expensify and Strive, Square, ADP, Gusto Project management tools: TaxDome, Trello, Connectteam, Asana I strive for timeliness, quality and clear communication. My past experience includes: - Complex and multiyear cleanup - Commingling cleanup - Inter-company transactions - Multi-year inventory reconciliation - Financial reporting - Audits - IPOs In terms of billing, I am open to defining a set long term monthly fee for my services, after 1-2 months, if that’s something you’re interested in. Looking forward to working together. Best regards, Monica Rios CPA

Certified Public Accountant (CPA)
Financial Reporting
Bookkeeping
CPA
Financial Audit
GAAP
Accounts Receivable
Accounts Payable
Income Statement
Account Reconciliation
Bank Reconciliation
$165 hourly
- 4.9/5
- (1 job)
CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER Commercially minded, dynamic, results-driven operational and financial management executive with extensive experience in finance and operations management. Strong qualifications in developing and implementing financial controls and processes in addition to productivity improvements and change management. Solid leadership, communication, and interpersonal skills to establish rapport with all levels of staff and management. Strategic business partner who can optimize financial results with a high degree of integrity and trust. Core competencies include: GAAP • Compliance • Financial Planning & Analysis • Process Improvement • Project Management • Team Leadership • Integration Planning • SAP, QuickBooks, Microsoft Office Excel (advanced)

Certified Public Accountant (CPA)
Critical Thinking Skills
Business Development
Technology Management Solutions SIMS
Leadership Skills
Communication Skills
Analytics Dashboard
Risk Management
Financial Modeling
Financial Statements Preparation
Cash Flow Analysis
Strategic Planning
Analytical Presentation
CPA
Accounting
$65 hourly
- 4.9/5
- (131 jobs)
Energetic problem solving CPA, California and Florida licensed, Xero Certified, and member of the AICPA. Specializing in the implementation and conversion of accounting software, particularly QBO to Xero, financial forecasting, budgeting, and ongoing accounting and bookkeeping support for small businesses. Extensive experience in e-commerce and all phases of small business management and coaching. Expertise in accounting, modeling, financial management, technical writing, editing, webinar creation and presentation. Background includes Big 4 CPA firm and CFO positions for small and medium size firms. Looking to assist small businesses and entrepreneurs on a one-time or ongoing basis.

Certified Public Accountant (CPA)
Shopify
CPA
Amazon
eBay
Financial Policies & Procedures
Presentations
Xero
Management Consulting
Startup Consulting
Financial Modeling
Technical Writing
Bookkeeping
Accounting Software
$35 hourly
- 5.0/5
- (17 jobs)
• Serving small to medium-sized businesses. • Provide consulting services, tax advisory, business structure consulting, tax-saving strategies, quarterly tax support, and IRS representation. • Provide full accounting cycle services, and review the accounting system and records. • Provide bookkeeping services including the recording of transactions, bank reconciliations, and management financial reports. • Prepare federal & state tax returns: C Corporations, S Corporations, Partnerships, and Individual Tax returns. How I Can Help: 1. Personalized Support and Availability ○ I prioritize clear, direct communication and will be easily reachable whenever you need assistance. I’ll ensure your questions and concerns are addressed in a timely manner. 2. Comprehensive Bookkeeping Services ○ Bank Reconciliations & General Ledger: I’ll ensure your books are accurate, keeping everything aligned with your actual financial position. This means no surprises when it comes to your cash flow and profits. 3. Business Setup and Cleanup ○ Whether you’re just starting out or need to clean up your financial records, I will ensure your systems are in place to keep your business running smoothly. From organizing your current financials to setting up reporting and record-keeping, I’ll help create a strong foundation for your business’s growth. 4. Streamlined Technology & Software ○ I’m well-versed in using the best technology and software solutions for small businesses, and I will help implement systems that make your financial management easier and more efficient. 5. Scalability as You Grow ○ As your sales and operations expand, I will help ensure your financial systems can scale with you. I’ll implement processes that will grow alongside your business, keeping everything streamlined and compliant. Our Approach With over 23 years of experience in general accounting and tax strategy, I bring a wealth of knowledge that allows me to offer tailored solutions designed to support your business’s goals and minimize your future tax liabilities. We aim to optimize your business structure and guide you through tax-saving strategies, ensuring your financial operations remain seamless. Accounting Services • Accurate Record-Keeping: We will track all income, expenses, and financial transactions, ensuring that your records are accurate and up-to-date. • Bank Reconciliation: Regular reconciliation of your business bank and credit card accounts to ensure accuracy and catch any discrepancies. • Expense Categorization: Organize and categorize business expenses for easier tax reporting and financial insight. • Monthly Financial Reports: Provide monthly Profit & Loss statements, Balance Sheets, and Cash Flow reports to give you a clear view of your business’s financial position. Tax Savings Strategies To assist you in achieving future tax savings, we will focus on the following strategies: • Develop and implement tax strategies to minimize liabilities and maximize compliance. • Provide personalized tax advice and solutions to clients, taking into account their financial goals and tax situations. • Tax-Efficient Business Structure: We will review your current business structure and ensure it is optimized for future tax savings. • Deductions & Credits Optimization: We will identify all available deductions and credits that your business may be eligible for, with a focus on maximizing your future savings. • Deferring Income & Accelerating Expenses: We will assess opportunities to defer income and accelerate expenses in a way that maximizes your future tax relief, reducing your tax liabilities in the years ahead. • Cost Segregation Studies: For applicable businesses, we can assist with cost segregation studies to accelerate depreciation deductions, improving future cash flow. Initial Tax Advisory Fee (Optional) This fee covers general tax advisory services and will involve identifying potential tax-saving strategies for your business. During this month, we will analyze your current financials and business structure, looking for opportunities to minimize future tax liabilities and create a plan for tax savings. Please note, the first month is focused on identifying these opportunities and providing initial advisory. If you wish to continue with ongoing services after the first month, our standard advisory fee will apply. Quarterly Tax Savings Fee (Optional) We offer a Quarterly Tax Savings Fee, which is optional and applies only if you choose to move forward with the implementation of the identified tax-saving strategies. This fee will be billed based on the actual savings achieved and will be a percentage of the realized savings. This structure ensures that you only pay for results and that our incentives are aligned with your business’s financial success. Thank You, 𝒟ℯ𝒷ℴ𝓇𝒶𝒽 𝒲ℴ𝓁𝒻ℯ, 𝒞𝒫𝒜 Wolfe CPA & Advisors Florida CPA License #AD70213 Puerto Rico CPA License #5681

Certified Public Accountant (CPA)
CPA
Financial Analysis
Compliance
QuickBooks Online
Financial Reporting
Financial Management
Financial Accounting
Tax Return
Financial Audit
Bookkeeping
Tax Preparation
Intuit QuickBooks
$195 hourly
- 4.9/5
- (867 jobs)
I am an experienced accountant with years of experience in tax and accounting. I work with a wide variety of individuals and companies, but a concentration of my clients are freelancers, app developers, SAAS companies, and e-commerce retailers who are US non-residents but own US LLCs. I do also work with corporations. I can also help with the FBAR (Form 114) and the new Corporate Transparency Act (CPA)/Beneficial Ownership Information (BOI) reporting. The following are some forms I file on a regular basis: Form 1120 and Form 5472 for foreign-owned single-member LLCs Form 1065 and K-1/K-2/K-3 for foreign-owned multi-member LLCs Form 1120 and Form 5472 or US corporations with non-US owners Filing Form 1120F for foreign corporations doing business in the U.S. Form W8-BEN and related forms Form W-9 BE-13 FBAR (Form 114) Beneficial Ownership Information (BOI) Report Wyoming Annual Reports Delaware Franchise Tax Florida Annual Reports State Sales Tax These are just some of my more common jobs, whether your tax needs are simple or complicated I can probably help. I am always happy to do a short introductory call to see if I am a good match for your job. I have a Masters of Accountancy from Belmont University, a Doctorate of Jurisprudence from Vanderbilt University, and a Bachelors in History and Political Science from Florida State University.

Certified Public Accountant (CPA)
Corporate Tax
FreshBooks
International Taxation
Wave Accounting
Xero
Bookkeeping
CPA
Intuit QuickBooks
Tax Preparation
$125 hourly
- 5.0/5
- (43 jobs)
As a seasoned financial executive with both Fortune 500 companies and small/mid-sized businesses, I provide outsourced CFO services to companies that have a need for tactical and strategic financial services without the investment in a full-time resource. Specialties include: • Financial statement preparation and analysis • Financial review and compilations • Strategic financial and operational planning • Operational analysis and support • Budgeting, forecasting, and projections • Dashboarding/KPI formulation and evaluation • Cash flow forecasting and treasury management • HR consulting and human capital strategy • Accounting oversight and review • Non-profit accounting/990 tax preparation • Certified Quickbooks Online ProAdvisor Numbers are just an outcome - let's focus on the behaviors that will get us there. I strategically partner with executives, owners, and operators to identify the different dials we can turn to foster the results we desire. I'll help you build the infrastructure today for the growth of tomorrow. My accounting and finance background, both at a technical level and big picture view, allow me to identify operational and strategic areas of opportunity and instill change where needed. I can drill down on basic accounting operations, provide in-depth financial analysis, and consult on the executive-level course for the future. From a day-to-day accounting and finance perspective, I am well-versed in a multitude of operating platforms and software, with expert-level experience in Excel and VBA, Quickbooks and Quickbooks Online, and several other ERP systems, including Microsoft Dynamics, Sage, Lawson, Hyperion, and Workamajig, as well as smaller proprietary software. All accounting systems function in the same manner and I am able to integrate quickly into new ways of work, thereby limiting my clients' costs. I partner with CEOs to address the urgent and important things that keep them awake at night, and I have led several organizations to success in short periods of time. I am able to offer strategic finance solutions, forward-looking views, and tactical plans to accomplish the goals at hand.

Certified Public Accountant (CPA)
Financial Modeling
Financial Analysis
Management Consulting
CPA
Bookkeeping
Corporate Strategy
Strategic Plan
Financial Reporting
Intuit QuickBooks
$75 hourly
- 4.6/5
- (42 jobs)
I am a Certified Public Accountant with a Bachelors and Masters degree in Accounting. I have been an accountant for over 20 years, 15 of those years are in real estate property management accounting. I provide a variety of services, including, but not limited to, Interim Controller, Interim Accounting Manager, Business Consulting, Bookkeeping, Tax Preparation and Advice, Computer Accounting System Assistance, Compilations and Reviews, Software migration. Activities include Finance Management, Audit and Tax Liaison, Month End Close review, Debt Covenant Calculations, Distributions, Budgeting, Cash Flow Forecasting, Accounting Standard Operating Procedures. My mission is to provide best-in-class service to my clients. My client base has consisted of small to large owners of real estate to include single family residential properties, multi-family residential properties and commercial properties. I have experience with various softwares to include Quickbooks, JDEdwards, Timberline, Appfolio, Yardi Breeze/Voyager and Buildium.

Certified Public Accountant (CPA)
Buildium
Financial Statements Preparation
Review
Financial Analysis
CPA
Yardi Software
AppFolio
Bank Reconciliation
Tax Preparation
Financial Accounting
Accounts Receivable
Tax Return
Microsoft Excel
Intuit QuickBooks
$99 hourly
- 5.0/5
- (313 jobs)
Is your business ready for growth and clarity? As a seasoned Fractional CFO with over 10 years of experience, I have honed my skills in financial management, strategic planning, and operational efficiency to help businesses reach their full potential. I specialize in helping start-ups and mid-sized businesses streamline their financial operations and align their financial strategies with their business goals. My passion is providing the financial leadership and acumen needed to drive growth, improve performance, and increase profitability. I thrive on the challenge of turning financial data into strategic insights that drive business decision-making. At this point in my career, I’ve worked with hundreds of clients, and just about every one of them has been completely satisfied with my service. The key to this success is delivering a massive return on investment (ROI). With my extensive experience in financial management, I have developed a deep expertise in identifying and implementing cost-saving measures, maximizing revenue streams, and optimizing budget allocation. My approach is rooted in thorough data analysis and strategic planning to ensure long-term sustainability and growth for businesses of all sizes. One of my key strengths is my ability to adapt to a wide range of industries. I have successfully navigated the unique financial landscapes of various sectors, from SaaS and manufacturing to breweries and Amazon retailers, tailoring my approach to fit each one's distinct needs. This adaptability has not only honed my versatility but has also equipped me with a broad understanding of diverse business models and market dynamics. This cross-industry experience allows me to bring fresh, interdisciplinary perspectives to the table, helping businesses to innovate and stay ahead of the curve. If you're looking to outsource your financial needs, I would love to discuss how I can assist you. Let's connect and have a quick chat about the value I can bring to your business and how I can help your business reach its full potential.

Certified Public Accountant (CPA)
CPA
Venture Capital Consulting
SaaS
Startup Consulting
Business Valuation
Financial Modeling
Financial Accounting
Microsoft Excel
Want to browse more freelancers?
Sign up