I have spent most of our time handling US-based clients from Start-ups to big corporations about –
• Accounting & bookkeeping Expert
• QBO, Finaloop and XERO expert
• Financial planning,Budgeting & analysis
• Inventory/Billing Management/Cost Controlling activities – Month-end closing activity
• Group reporting - Consolidation
• Implementing design concerning the Finance process cycle
• Acquisition Due diligence support
• Market analysis & insights
• Other consulting support
• Tax filing services
2) Some of the key areas of function is Cost Controlling, Project Management & Contract Management.
3) Budgeting, Invoicing, Team Management, Budget & Cost Management, US-GAAP, Opportunity Management, Financial reporting, Review & Release of Journal Entries, Basta Reporting, IFRS Disclosures, Financial data processing, Public Finance - US Governmental Accounting, Cost Controlling, Client Relationship (Internal & External), RCA on Reports, and SF report sourcing from Trustees, also Analyzing Outbound reporting & Revenue assurance,
4) US Taxation - C Corp (Form 1120), S-Corp (Form 1120-S), Partnerships (FORM 1065), Filing Extension, Individual Tax (Form 1040) filing.
5) Generating Estimates for an Insurance Contract, Status Reporting, Resource Management, Work & Time Material management; Currently functioning at Ernst & Young, Mumbai.
Financial Report
Account Reconciliation
Bank Reconciliation
Accounts Payable
Salesforce CRM
Contract Management
Agile Project Management
Bookkeeping
Financial Analysis
Process Modeling
Process Improvement
SAP CRM
Data Mining
Tarannum K.
Mumbai, India
$17/hr
4.6
205 jobs
As a Licensed US Certified Public Accountant (CPA) with over 10 years of experience, I specialize in providing comprehensive tax accounting services tailored to meet the needs of individuals and businesses. My expertise lies in preparing and filing US tax returns, ensuring compliance with the latest tax regulations, and optimizing tax strategies to minimize liabilities and maximize refunds.
My skills and Qualifications💥💥 are
👉Qualified US CPA Accountant
👉10 Years Accounting Experience
👉3 Years Tax Experience
👉Worked with small to huge clients
👉100% Job success core
👉Top rated plus on upwork
Tax return services include
👉1040 Individual Returns
👉Schedule C
👉Schedule A
👉Schedule E
👉Schedule D
👉Schedule K
👉1065 Form
👉1120 / 1120S Form - Corporate return
👉Other IRS forms
👉Catch up bookkeeping
👉Preparation of financial statement
My commitment to excellence and attention to detail have earned me the trust and satisfaction of my clients. Whether you need assistance with annual tax filing, resolving tax issues, or strategic tax planning, I am here to provide reliable and efficient support.
Let’s work together to navigate the complexities of the US tax system and achieve your financial goals.
Contact me today to discuss how I can assist you with your tax needs.
Bank Reconciliation
Intuit QuickBooks
Account Reconciliation
Transaction Data Entry
Accounts Payable
Zoho Books
Technical Accounting
Bookkeeping
Xero
Cost Accounting
Bill.com Accounts Receivable
QuickBooks Online
Financial Reporting
Expense Reporting
Accounting Principles & Practices
Shubham R.
Mumbai, India
$20/hr
5.0
11 jobs
I’m a Certified Public Accountant (CPA) with over 10 years of experience in accounting, taxation, and financial advisory, including 6 years at Ernst & Young (EY). I currently support 80+ businesses with their accounting, bookkeeping, and tax requirements, and have successfully prepared 300+ tax returns across individuals and business entities.
In addition to my CPA qualification, I am a CFA Level III candidate, which allows me to bring a deeper financial and analytical perspective—especially valuable for business owners looking beyond compliance and toward strategic growth.
What I do best:
Bank Reconciliation, Accounts Payable, Accounts Receivable
Catch-up Bookkeeping, Clean-up Bookkeeping, Monthly Bookkeeping
Financial Reporting, Cash Flow, GAAP
Full-service accounting & bookkeeping (accrual-based, clean and audit-ready)
US Taxation, Tax Preparation, Tax Filing
Form 1040, 1040-NR, 1120, 1120S, 1065, 1099, W-2
IRS, PTIN, State Tax Returns
Small Business Tax, Self-Employed, S-Corp, LLC Tax
Financial statement preparation & review
M&A support (due diligence, financial analysis, deal structuring)
Cash flow forecasting & financial planning
Payroll & sales tax compliance
🚀 Why Clients Work With Me
Managed accounting & tax for 80+ U.S. businesses
Prepared 300+ tax returns
Ex-Big 4 (EY) experience – strong technical foundation
Strong understanding of U.S. GAAP & tax laws
Focus on accuracy, timeliness, and proactive communication
Ability to handle complex, multi-entity structures
Experience working with CPAs, law firms, and business owners
🏢 Industries Served
Construction & Contractors
Law Firms (Trust/IOLTA accounting)
Restaurants & Retail
E-commerce (Shopify, Stripe, Amazon)
Professional Services
Real Estate & Property Management
Startups & Small Businesses
🧰 Tools & Software Expertise
QuickBooks Online (QBO) / Desktop
Xero
Zoho Books
Gusto / ADP Payroll
Stripe, Shopify, Toast
Clio (Law firms)
Excel (Advanced financial modeling)
📊 Services Offered
🔹 Accounting & Bookkeeping
Monthly bookkeeping (categorized, reconciled, clean books)
Catch-up & clean-up work
Bank, credit card & loan reconciliations
Financial reporting (P&L, Balance Sheet, Cash Flow)
🔹 Tax Services
Individual Tax Returns (Form 1040)
Business Tax Returns (1120, 1120S, 1065)
Tax planning & optimization
Amended returns & IRS notices handling
🔹 Advisory & CFO Services
Cash flow forecasting (including 13-week models)
Budgeting & financial planning
KPI reporting & business insights
Strategic advisory for growth & profitability
🔹 M&A & Financial Analysis
Due diligence support
Financial modeling & valuation insights
Deal structuring assistance
Post-acquisition integration support
📈 Client Results
Helped businesses clean up books with $1M+ discrepancies
Reduced tax liabilities through strategic planning
Built cash flow systems helping businesses manage liquidity effectively
Supported clients in scaling operations with structured financial systems
💬 What You Can Expect
Clear communication & quick turnaround
Proactive problem-solving (not just data entry)
Organized and audit-ready financials
Long-term partnership mindset
🎯 Call to Action
If you're looking for a reliable CPA who can handle your accounting, taxes, and financial strategy end-to-end, feel free to message me. I’d be happy to understand your business and see how I can help.
CPA
Tax Preparation
Bookkeeping
Intuit QuickBooks
Mergers & Acquisitions
Due Diligence
US Taxation
Light Bookkeeping
Finance & Accounting
Bank Reconciliation
Payroll Accounting
Financial Planning
Financial Projection
Financial Modeling
Financial Management
Xero
Zoho Books
Accounting
Fund Accounting
Cash Flow Analysis
Varshali S.
Mumbai, India
$20/hr
5.0
2 jobs
With 6 years of experience as a Certified Public Accountant (CPA) from the USA, I specialise in delivering top-notch accounting, bookkeeping, and tax services. My strong foundation in financial principles, meticulous attention to detail, and expertise in essential computer programs and software enable me to provide precise and reliable financial solutions tailored to each client's needs.
Key Skills and Services:
- Comprehensive Bookkeeping: Expertise in managing financial transactions, accounts payable and receivable, payroll processing, bank reconciliations, general ledger maintenance, and financial data entry. Proficient in maintaining accurate and organized records to ensure seamless operations.
-Accounting & Financial Reporting: Skilled in preparing comprehensive financial statements, balance sheets, income statements, and cash flow statements using accounting software like QuickBooks, Sage, and Xero. I leverage technology to provide actionable insights that support business growth and financial health.
- Tax Services & Planning: Experienced in preparing and filing federal and state tax returns, including 1040, 1065, 1120, and 1120s. I offer tax planning, tax advisory services, tax compliance, and optimization strategies to minimize liabilities and ensure compliance.
- Financial Analysis & Strategy: Capable of performing budget analysis, cost analysis, and evaluating client documentation to craft effective tax treatments and financial strategies, aiding clients in achieving their financial goals.
-Proficiency in Computer Programs: Expertise in various computer programs essential for accounting and tax work such as excel, word, adobe acrobat, etc.
Professional Approach:
I pride myself on my reliability, integrity, and problem-solving abilities. My client-focused approach ensures each solution is tailored to the specific needs of the business. I excel in collaborative environments, consistently maintaining precision and accountability in my work.
Why Choose Me:
-Detail-Oriented Accountant: My meticulous attention to detail ensures that all financial records are accurate and compliant with regulatory standards.
- Solid Accounting Fundamentals: My deep understanding of accounting principles enables me to provide sound financial advice and solutions.
-Dedication to Client Satisfaction: I am committed to building enduring relationships with clients through exceptional service and results.
I am eager to leverage my six years of expertise in accounting and bookkeeping to benefit your business. Let's collaborate to achieve your financial success
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