Certified Public Accountant Job Description Template

An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.

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Tips for Crafting a CPA Job Description

Need a certified public accountant (CPA) but don’t know where to start looking for one? Here are some tips and a sample job description you can tailor to find the best talent for your accounting needs.

What is a Certified Public Accountant?

Certified public accountants are highly trained finance professionals who perform accounting, auditing, tax, and consulting services for businesses, governments, non-profit organizations, and individuals. CPAs have at least a bachelor’s degree and sometimes a master’s degree. They have passed AICPA’s rigorous uniform CPA examination to gain CPA certification, qualifying them for licensure by a state board of accountancy, which empowers them with two rights reserved mostly for certified accountants:

Prepare audited financial statements (balance sheet, income, cash flow, shareholder equity) that companies are mandated to send to the federal Securities and Exchange Commission
Represent clients in disputes with the IRS (a task also permitted for legal representatives and enrolled agents).

CPAs provide tax, audit, and management services to major public accounting firms. Management services include problem-solving and strategic forecasting and planning (budgeting, risk management, investment analysis, and more). Tax services include preparing returns and finding ways to minimize a company’s tax liability. Auditing can reveal whether a business operates according to generally accepted principles, including financial and non-financial considerations.

Large corporations sometimes employ CPAs in upper management for similar activities. Small firms or self-employed CPAs often conduct these activities for small businesses or individuals. CPAs also consult for companies to solve problems and implement solutions or specialize in fields such as financial forensics or environmental accounting.

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The job overview

Our small tool-and-die business needs to secure a CPA on contract to guide business. We are considering new business channels and need to evaluate our financial ability to grow into a midsize business while expanding our real estate footprint, either at its existing location or in a new building. You will have up to three months to complete the project.

Job responsibilities

Some of the CPA’s project responsibilities include:

Review, interpret, and analyze current and past financial records
Generally evaluate the financial position of the company
Evaluate costs to expand operation on-site vs. at new location
Determine credit limitations and best financing options
Evaluate viability of expanding to handle new business contracts
Prepare a financial forecast and long-term planning report for stakeholders outlining the best path forward
Leeway to subcontract for assistance, paid by the business upon approval, for a gap in capabilities or to meet deadline

Job qualifications

Some of the CPA’s qualifications should include:

Bachelor’s degree in accounting
Certified public accountant (CPA) designation; CPA license granted by a state board of accountancy
Experience with auditing, risk management, financial modeling and business strategy
Experience working with manufacturing businesses
Strong analytical skills and problem-solving skills
Proven track record of helping put businesses on a strong financial path
Excellent communication skills to collaborate with the management team in assessing the business and developing a path forward
Good organizational skills to plan project
Writing skills to draft report

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4 steps to creating a certified public accountant job description that fits your needs

Before you write your CPA job description, it’s essential to be precise in determining what type of specialized skills you need. Be thorough, clear, and concise when constructing your job description. Include keywords associated with the primary task in your post title. Include a list of all tasks they’ll be performing, skills and traits they should have, and any required proficiency in accounting software. Give at least an estimate of the time needed, along with the hourly rate or fixed price of a contract. Below are some factors to consider when crafting an accountant job description.

1. Determine what type of certified public accountant you need

Although CPAs work in almost every industry and every kind of company, they do not all do the same things. It’s important to know what type of work you’ll need a CPA to handle to find the right one. CPAs handle various tasks, including tax preparation, forensic accounting services, business financial planning, executive management services, and more. If you need a CPA to help you with your taxes, it can be beneficial to find one with a background in your type of business (services, products, manufacturing, etc.).

2. Independent contractor vs. firm vs. employee

CPAs can be contracted as an independent professional or through a firm, or they can be hired in-house. Independent professionals might provide the necessary versatility to help a small or medium-size business plan for the future, or they might have specific skills to fill a temporary talent gap at a firm. The diversified specialty talent at a firm allows hiring a team of accountants who can help with all aspects of major projects. Worker classification can be tricky, so check out our compliance services resources page for more information.

3. Experience

The more experienced a certified public accountant is, the more complex tasks they’ll be able to perform in their work for your business. An entry-level CPA might help with bookkeeping and tax returns, in addition to providing some consultation regarding your company’s overall financial health. Alternatively, you might consult with a more experienced CPA to help with tax planning, audits, or business planning. Your project scope will determine the type of experience required for the job.

4. Industry

Certified public accountants work in virtually every industry. Their skills follow generally accepted accounting principles (GAAP), which are applicable across the board. Some CPAs specialize in certain industries or have more experience with specific industries. For tax planning, it may be more important to have an accountant with experience in your type of business (service, product, manufacturing, e-commerce, etc.). If you need help to plan for a significant business change financially, it would be best to have one with work experience in your industry (such as automotive or hospitality) or a related field.

Next steps

Take our sample CPA job description and tailor it to your specific needs to create an effective job post. Then check out Upwork’s top independent professionals. Each profile outlines a person’s qualifications and experience, project success rates, and feedback from previous clients, so you can get a feel for whether the certified public accountant matches your job description.

Upwork is not affiliated with and does not sponsor or endorse any of the tools or services discussed in this section. These tools and services are provided only as potential options, and each reader and company should take the time needed to adequately analyze and determine the tools or services that would best fit their specific needs and situation.

Certified Public Accountant Hiring Resources

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Learn about cost factors

Certified Public Accountants you can meet on Upwork

$245 hourly
Jason P.
- 4.9
- (44 jobs)
Ballwin, MO
Certified Public Accountant (CPA)
CPA
Bookkeeping
Business Coaching
Business Plan
Management Consulting
Due Diligence
Business Valuation
Startup Consulting
Financial Statement
Valuation
Mergers & Acquisitions
Strategic Plan
Leadership Development
Income Statement

Specializing in business valuations, small business acquisition consulting, financial due diligence, and financial statement reviews. Qualifications: Certified Valuation Analyst, CPA, Certified Life Coach Master’s Degree in Accounting Big 4 Accounting Experience Franchise Owner Real Estate Investor Experience: Owner Barclay Financial: CPA and Business Valuation firm providing accounting and consulting services. Professionally delivered work product in the following areas: Business Valuations Business Sale and Acquisition Consulting Financial statement prep and review Comfort & Expert Opinion Letters Business plan writing Strategic growth consulting Financial projection Financial due diligence PwC Tax Manager: Examined and reviewed federal tax forms prepared by interns and associates for completeness and accuracy; including a large consolidated return with over $1 billion in revenues. Analyzed balance sheets, income statements, and trial balances for necessary M-adjustments and other required book adjusting entries. Researched tax law for possible tax savings and additional compliance requirements while communicating openly with clients. Responded to and disputed tax notices from the IRS and other state tax authorities. Lead interns and associates and educated them on tax concepts and software. Responsible for the implementation of OneSource tax software across the Missouri market. Led office wide trainings/seminars on how to use and implement the software. Coordinated software implementation with our Global Delivery Support Team in India. PwC Associate: Prepared federal and state tax returns for a wide variety of entities, including large consolidated corporations, partnerships, s-corps, LLCs, trusts, and individuals. HealthSource Franchise Owner: Interviewed and staffed all necessary positions Successfully implemented and utilized Traction EOS (Entrepreneurial Operating System) Negotiated leases, contract bids, and professional fees Coordinated and organized a build-out of a new clinic while adhering to a strict budget Created, ran, and delegated a successful marketing campaign prior to opening Responsible for all employee payroll; monthly, quarterly and annual tax filings; and all HR duties Won new franchise of the year in 2019
$150 hourly
Yahaira B.
- 4.9
- (16 jobs)
Raleigh, NC
Certified Public Accountant (CPA)
Budget Planning
Budget
Forecasting
Construction
Cash Flow Analysis
SaaS
Nonprofit Organization
Corporate Finance
Financial Reporting
Financial Management
CPA
Financial Analysis
GAAP
Internal Control

Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.
$120 hourly
Alora A.
- 5.0
- (6 jobs)
Kings County, NY
Certified Public Accountant (CPA)
Financial Reporting
CPA
IRS Income Tax Audits
Personal Budgeting
Financial Analysis
Intuit QuickBooks
Budget Management
Payroll Accounting
Account Reconciliation
Tax Preparation

I am a NYS licensed CPA with a passion for helping small to medium businesses navigate the financial world. I have 4 years of Public Accounting Experience (Big 4) and 3 years as a freelancer. My freelance projects range from not-for-profit consulting to personal tax preparation/planning. I can offer you: - Budgeting/Forecasting - Financial Reporting - Financial Analysis - Reconciliations - Auditing I have experience with SAP, Oracle, JD Edwards, Xero, Quickbooks (including online) and ProConnect Tax Software. Additionally, I am a certified QuickBooks ProAdvisor.

$245 hourly
Jason P.
- 4.9
- (44 jobs)
Ballwin, MO
Certified Public Accountant (CPA)
CPA
Bookkeeping
Business Coaching
Business Plan
Management Consulting
Due Diligence
Business Valuation
Startup Consulting
Financial Statement
Valuation
Mergers & Acquisitions
Strategic Plan
Leadership Development
Income Statement

Specializing in business valuations, small business acquisition consulting, financial due diligence, and financial statement reviews. Qualifications: Certified Valuation Analyst, CPA, Certified Life Coach Master’s Degree in Accounting Big 4 Accounting Experience Franchise Owner Real Estate Investor Experience: Owner Barclay Financial: CPA and Business Valuation firm providing accounting and consulting services. Professionally delivered work product in the following areas: Business Valuations Business Sale and Acquisition Consulting Financial statement prep and review Comfort & Expert Opinion Letters Business plan writing Strategic growth consulting Financial projection Financial due diligence PwC Tax Manager: Examined and reviewed federal tax forms prepared by interns and associates for completeness and accuracy; including a large consolidated return with over $1 billion in revenues. Analyzed balance sheets, income statements, and trial balances for necessary M-adjustments and other required book adjusting entries. Researched tax law for possible tax savings and additional compliance requirements while communicating openly with clients. Responded to and disputed tax notices from the IRS and other state tax authorities. Lead interns and associates and educated them on tax concepts and software. Responsible for the implementation of OneSource tax software across the Missouri market. Led office wide trainings/seminars on how to use and implement the software. Coordinated software implementation with our Global Delivery Support Team in India. PwC Associate: Prepared federal and state tax returns for a wide variety of entities, including large consolidated corporations, partnerships, s-corps, LLCs, trusts, and individuals. HealthSource Franchise Owner: Interviewed and staffed all necessary positions Successfully implemented and utilized Traction EOS (Entrepreneurial Operating System) Negotiated leases, contract bids, and professional fees Coordinated and organized a build-out of a new clinic while adhering to a strict budget Created, ran, and delegated a successful marketing campaign prior to opening Responsible for all employee payroll; monthly, quarterly and annual tax filings; and all HR duties Won new franchise of the year in 2019
$150 hourly
Yahaira B.
- 4.9
- (16 jobs)
Raleigh, NC
Certified Public Accountant (CPA)
Budget Planning
Budget
Forecasting
Construction
Cash Flow Analysis
SaaS
Nonprofit Organization
Corporate Finance
Financial Reporting
Financial Management
CPA
Financial Analysis
GAAP
Internal Control

Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.
$120 hourly
Alora A.
- 5.0
- (6 jobs)
Kings County, NY
Certified Public Accountant (CPA)
Financial Reporting
CPA
IRS Income Tax Audits
Personal Budgeting
Financial Analysis
Intuit QuickBooks
Budget Management
Payroll Accounting
Account Reconciliation
Tax Preparation

I am a NYS licensed CPA with a passion for helping small to medium businesses navigate the financial world. I have 4 years of Public Accounting Experience (Big 4) and 3 years as a freelancer. My freelance projects range from not-for-profit consulting to personal tax preparation/planning. I can offer you: - Budgeting/Forecasting - Financial Reporting - Financial Analysis - Reconciliations - Auditing I have experience with SAP, Oracle, JD Edwards, Xero, Quickbooks (including online) and ProConnect Tax Software. Additionally, I am a certified QuickBooks ProAdvisor.
$175 hourly
Jed C.
- 5.0
- (128 jobs)
North Dartmouth, MA
Certified Public Accountant (CPA)
Disaster Recovery
Legal Entity Structuring
Research & Development
Tax Strategy
Business Valuation
Estate Planning
Strategic Plan
Tax Planning & Advisory
Mergers & Acquisitions
Business Consulting
CPA
Tax Law
Tax Preparation

I am an active CPA with multiple skills including bank financing, financial statement analysis, personal and business tax returns, business planning, financial and estate planning, SBA Disaster Loan Assistance, and operational reviews. I am current with all tax laws and accounting principles. I work with clients to provide a range of financial tools that help them meet and exceed their monetary goals. My skills include strategic planning, bank financing, compliance, budgeting, and more. Even the most successful CEOs rely on a team of experts to achieve their business goals, as it is simply impossible for one person to do it all. With a background in business consulting and extensive CPA experience, I help individuals meet and exceed their financial objectives. Working with numbers has always come easily to me, as I not only passed the CPA exam on my first try, but I also obtained Masters' degrees in Accounting and Education. I have also taught postgraduate college courses and my deep understanding of finance has allowed me to become a qualified expert witness. I founded my own CPA firm and developed partnerships with a range of clients for over 20 years. I now work as a consultant and assist my clients with financial modeling, projections, and forecasts as well as tax planning and preparation. I specialize in startups and can help with the choice of entity selection, general business planning, and much more. Whether you are in need of an operational review, a financial statement analysis, or an expert to take your financial future to the next level, I am here to help. Clients who partner with me can count on exceptional communication and work completed in a timely and thorough manner.
$40 hourly
Patrick K. A.
- 5.0
- (2 jobs)
Oakville, ON
Certified Public Accountant (CPA)
Wave Accounting
Bookkeeping
Cost Accounting
International Taxation
Financial Analysis
Sage 50cloud
Financial Reporting
CPA
Digital Forensics
Payroll Accounting
Bank Reconciliation
Zoho Books
Tax Preparation
Balance Sheet
Accounting
Intuit QuickBooks

I am a certified accountant based in Mississauga, Ontario. My areas of expertise include financial reporting, Canadian and International taxation, payroll, GAAP/IFRS compliance, forensic accounting, and incorporation. I am also experienced with tax planning and reporting, both for individuals and businesses, in Canada and Hong Kong. I am familiar with the following accounting software: Sage 50 (Desktop), Sage Business Cloud, Quickbooks, Quickbooks Online, Zoho Books (and other Zoho products), Wave Accounting, Freshbooks, Yardi (construction) I have the following accounting certifications: -CPA, CGA in Canada -CPA Australia in Australia -CIMA in the United Kingdom -CGMA in the United States
$125 hourly
Taha Q.
- 4.9
- (76 jobs)
Toronto, ON
Certified Public Accountant (CPA)
Taxes
Tax Law Compliance
Corporate Tax
CPA
QuickBooks Online
Bookkeeping
Financial Statement
Tax Law
Goods & Services Tax
Tax Return
Payroll Accounting
Tax Preparation

I have over 10 years of experience in providing bookkeeping, accounting and tax services to Canadian individuals and small businesses. As a professional accountant (CPA, CMA) I strive to provide my clients with the highest standards of expertise and exceptional service. I have worked in several different industries and have a robust understanding of full cycle accounting. I have a passion for cloud based accounting software and applications. As a certified Quickbooks ProAdvisor, I have helped several of my clients transition to the cloud.
$60 hourly
Damien S.
- 5.0
- (104 jobs)
Ormond Beach, FL
Certified Public Accountant (CPA)
Accounting
Bank Reconciliation
Payroll Accounting
Gusto
QuickBooks Online
CPA
Certified Tax Preparer
CCH Axcess
Xero
Tax Accounting
Bookkeeping
Intuit QuickBooks

I am a Certified Public Accountant (CPA) and certified QuickBooks ProAdvisor. I have 4 years of experience in the tax and accounting field. I have prepared taxes for over 2,000 clients, and currently do monthly accounting and tax coaching. I currently service clients either monthly, quarterly, or just as-needed. My services include but are not limited to: -Bookkeeping / Bank Reconciliations -Multi-Year Book Cleanups/Catchups -Financial Statement Preparations -Tax Planning & Preparing -Tax Strategy and Coaching -Payroll Services -Sales Tax -LLC / Business Registrations and Annual Filings Please reach out for pricing as many of these are fixed rate services tailored around the value provided and your budget! If you don't see something listed, I may still be able to assist you. My goal is to save you money and save you time while not sacrificing the quality of service you deserve! -Damien Siegel, CPA
$110 hourly
Stephen B.
- 4.7
- (137 jobs)
Toronto, ON
Certified Public Accountant (CPA)
Financial Reporting
Corporate Tax
Sales Tax
CPA
Goods & Services Tax
Tax Strategy
Financial Accounting
Tax Return

Professional accountant and tax advisor for individuals and businesses. Thorough understanding of Canadian business taxes and financial reporting, and tax compliance issues. Expertise in international taxes and cross border issues with foreign jurisdictions. Proven ability to accurately complete complex tax returns. Experience in big four accounting firms (KPMG and PwC) as a senior manager and also as a sole practitioner with clients ranging from public to growing owner managed businesses.
$150 hourly
David M.
- 5.0
- (17 jobs)
Allen, TX
Certified Public Accountant (CPA)
Xero
Credit Scoring
CPA
Accounts Receivable Management
Organizer
Accounts Payable Management
Intuit QuickBooks
Bookkeeping
Bank Reconciliation

I'm a Certified Public Accountant licensed by the State of Texas with over 30 years of experience in tax preparation, compliance, and advisory services for individuals and businesses across all entity types. My practice is focused exclusively on tax return preparation and consulting — I do not provide monthly bookkeeping or ongoing accounting services. Who I Work With U.S. citizens living in the United States or abroad, including expatriates navigating the foreign earned income exclusion, foreign tax credits, and FBAR/FATCA compliance. Foreign individuals and non-U.S. residents with a U.S. tax filing obligation, including nonresident alien returns (Form 1040NR), foreign-owned U.S. entity compliance, and cross-border tax matters. Small business owners filing S-corporation (Form 1120S), partnership (Form 1065), and C-corporation (Form 1120) returns. Foreign nationals who own U.S. single-member LLCs or C-corporations subject to Form 5472 and pro forma Form 1120 reporting requirements. What I Prepare Individual returns — Form 1040 and Form 1040NR, including multi-state, expat, and complex income situations. Business returns — Form 1120S, Form 1065, and Form 1120, including delinquent and catch-up filings. Foreign-owned entity compliance — pro forma Form 1120 with Form 5472 for foreign-owned disregarded entities and C-corporations. Entity elections — Form 2553 S-corporation elections, including late election relief under Rev. Proc. 2013-30. State returns — multi-state filings, nonresident returns, and state-specific compliance including Delaware franchise tax and California Form 100S. Consulting and Advisory Tax planning consultations for business owners, expats, and foreign investors. S-corporation election analysis and entity structure guidance. Retirement plan strategy — Solo 401(k), SEP-IRA, SIMPLE IRA, and Defined Benefit Plan analysis. Reasonable cause and penalty abatement letters for late or delinquent IRS filings. IRS notice response drafting. How I Work I am a sole practitioner — all work is handled personally by me with no staff and no handoffs. I work exclusively on a fixed fee basis, confirmed in writing before any work begins. I respond on business days and am available year-round, not just during filing season. I am based in Medellín, Colombia, which gives me firsthand experience as a U.S. expat and makes me a natural fit for clients navigating cross-border tax obligations. When you reach out, please share your entity type or filing situation, the tax year or years involved, and whether you are looking for return preparation, a one-time consultation, or ongoing advisory support.
$120 hourly
Nicholas C.
- 5.0
- (76 jobs)
Rock Hill, SC
Certified Public Accountant (CPA)
Religious, Charitable & Nonprofit
QuickBooks Online
Nonprofit
Nonprofit Industry Consulting
Project Management Professional
Nonprofit Organization
CPA
Personal Budgeting
Financial Planning
Intuit QuickBooks
General Ledger
Tax Preparation

I'm a Certified Public Accountant - CPA (Licensed in North Carolina and South Carolina) and Chartered Financial Consultant® with experience in accounting, accounting system implementation/migration as a Project Management Professional (PMP), taxation, budgeting, not-for-profits, and financial planning. I am also a Certified QuickBooks ProAdvisor and Certified Xero Advisor, and have completed the AICPA's Not-for-Profit Certificate II. I have specific experience in developing budgets for nonprofits, tracking budgets, monthly, quarterly and annual financial reporting to the board of directors and other stakeholders, and more. I am knowledgeable in SAP, Abila MIP, QuickBooks, Xero, Wave, and Zoho accounting software and am able to learn new technologies quickly. I also have experience in the preparation and review of 990 tax returns for nonprofit tax returns, and have been successful in finding areas for correction where errors were previously overlooked. I have experience with personal and other corporate returns as well.
$125 hourly
Calvin C.
- 4.9
- (67 jobs)
Milpitas, CA
Certified Public Accountant (CPA)
Asset Management
Financial Management
CPA
Financial Statement
Property Tax
Cash Flow Modeling
Cost Control
Revenue Management
Bank Reconciliation
Tax Preparation

Introduction: - I am a licensed CPA and CMA in California with 15 years of professional experience. Throughout my professional career, I have developed extensive accounting skills from working as a corporate controller at public companies and startups, and a tax preparer at a CPA firm. These skills and experience allow me to offer reliable accounting/tax services, and business consulting and analysis services to many clients. I am dedicated to providing quality, value, and service to meet my customer’s needs. I look forward to working with you, and helping your business run and grow. Here are the service I provide: Accounting and Tax: -Preparation of Financial Statement -Financial Modelling/Forecasting/Budgeting -Bank/Credit card Reconciliations -Journal Entry -Account Reconciliation -Accounts payables and Accounts Receivables -Personal and Small business tax preparation -Cash Management Analysis -Planning and Forecasting -Sales and used tax -Small company Property tax -Manage and reconcile prepaid and amortization -Experience in fixed assets and depreciation -Capital lease and operating lease accounting Software Skills: - Quickbook - Excel - Oracle R12 - Netsuites - Xero - Freshbooks California Accountancy License Number: 134770
$90 hourly
Dimitrios K.
- 5.0
- (26 jobs)
Thessaloniki, CENTRAL MACEDONIA
Certified Public Accountant (CPA)
Business Analysis
Data Analysis
Microsoft Power BI Data Visualization
Microsoft Power BI
Revenue Management
Management Accounting
Business Intelligence
Financial Reporting
Financial Modeling
CPA
Financial Planning
Microsoft Excel

✔ Microsoft Certified Power Bi Data Analyst ✔ Advanced Revenue Manager for Hotels and Short Term Rentals (Airdna,Pricelabs,RMS tools,Bi Tools) ✔ Advanced Financial Modeller ( Expertise in Hospitality and Real Estate) ✔ Upwork Top Rated Plus Badge in less than 6 months ✔ ACCA - Chartered Accountant (75% completed) ✔ IFRS & Management Accounting Certification I'm a Microsoft Certified Power BI Data Analyst with over 8 years of experience in Finance, Accounting, and Data Analysis, primarily focused on the hospitality industry. I am an expert in: -Building Revenue Management and Pricing tools for Hotels and short term rentals. -Power BI and MS Excel for data analysis. -Advanced financial modeling, particularly in the hospitality and real estate sectors. -Financial reporting following IFRS standards. -Management accounting, including cost techniques, performance measurement, and decision making. -Revenue management strategies to maximize profits. -Providing ad hoc reporting tailored to your specific needs. Whether you need data-driven insights or want to enhance your decision-making, I can help you achieve success through data analysis. Your journey to data-driven decision-making starts here.
$150 hourly
Trevor M.
- 5.0
- (20 jobs)
San Luis Obispo, CA
Certified Public Accountant (CPA)
Acquisitions
Financial Reporting
Post-Merger Integration
Mergers & Acquisitions
Account Reconciliation
Balance Sheet
Private Equity
Financial Accounting
Accounting
Intuit QuickBooks
Financial Statement
Financial Audit
Bookkeeping
CPA
Accounts Receivable

✅ 𝗪𝗼𝗿𝗸𝗲𝗱 𝘄𝗶𝘁𝗵 𝗦𝘁𝗿𝗶𝗽𝗲. 𝟭𝟬+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗨𝗦 𝗯𝗮𝘀𝗲𝗱 𝗣𝗘-𝗯𝗮𝗰𝗸𝗲𝗱 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗳𝗿𝗼𝗺 𝗱𝗮𝘆 𝟭 𝗽𝗼𝘀𝘁 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻. 𝗜’𝗺 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗯𝗹𝗲 𝗮𝗻𝗱 𝗳𝗿𝗶𝗲𝗻𝗱𝗹𝘆 𝘄𝗵𝗶𝗹𝗲 𝗼𝗳𝗳𝗲𝗿𝗶𝗻𝗴 𝗵𝗶𝗴𝗵-𝘁𝗼𝘂𝗰𝗵 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝘄𝗶𝘁𝗵 <𝟭 𝗵𝗼𝘂𝗿 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝘁𝗶𝗺𝗲𝘀. 𝗘𝘅𝗽𝗲𝗰𝘁 𝗯𝗶𝗴 𝗳𝗼𝘂𝗿 𝘄𝗼𝗿𝗸 𝗾𝘂𝗮𝗹𝗶𝘁𝘆 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘁𝗵𝗲 𝗯𝗶𝗴 𝗳𝗼𝘂𝗿 𝗯𝗶𝗹𝗹𝗶𝗻𝗴. Thanks for stopping by! I’m Trevor, and I believe owners and founders should spend more time in their genius zones and less time worrying about their books. I’ve seen too many great companies stall because finance was a blind spot. I make sure it isn’t. We’ll get along great if you want your complex financial reporting to be correct, efficient, and on time. You want an experience of working together that’s headache-free! You want to be ready to pass any audit, avoid excess overages, and leverage automated software to save time. ✅ 𝗜𝗻𝘃𝗶𝘁𝗲 𝗺𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝗼𝗿 𝘀𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗱𝗶𝗿𝗲𝗰𝘁 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗮𝗻𝗱 𝗶𝗳 𝘄𝗲’𝗿𝗲 𝗮 𝗳𝗶𝘁 𝘁𝗼 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗲𝗮𝗰𝗵 𝗼𝘁𝗵𝗲𝗿, 𝗜’𝗹𝗹 𝗶𝗻𝘃𝗶𝘁𝗲 𝘆𝗼𝘂 𝘁𝗼 𝗯𝗼𝗼𝗸 𝗮𝗻 𝗲𝗮𝗿𝗻𝗲𝘀𝘁𝗹𝘆 𝗵𝗲𝗹𝗽𝗳𝘂𝗹 𝗰𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 𝗰𝗮𝗹𝗹 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿. — ❝ Trevor helped us migrate our books. He did an excellent job and was extremely reliable and helpful. Our migration was complex and we could not figure out how to do the migration ourselves. Trevor stepped in and delivered a custom solution. He is smart, technical, and reliable. He worked with various people from our accounting department successfully. He ran reports to make sure the data was correct. Overall, an excellent experience. Highly recommend hiring Trevor. ❞ 🗣 𝗝𝗮𝗺𝗲𝘀 𝗔𝗱𝗱𝗶𝘀𝗼𝗻 - 𝗧𝗲𝗮𝗺 𝗟𝗲𝗮𝗱 - 𝗟𝗶𝗴𝗵𝘁𝗦𝘁𝗶𝗺 — Through my work with KPMG & EY and private client experience, I’ve successfully supported 50+ private equity-backed clients ranging from start-ups raising their initial capital (to-date, more than $150M USD raised) to servicing the needs of Fortune 500 companies. Stand-out work results include outcomes like overhauling ReadMe.io’s (a US-based SaaS company) accounts receivable (AR) process to bring in more than $4.5M USD in unpaid invoices. 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 𝗼𝗳 𝘁𝗵𝗲 𝘁𝘆𝗽𝗲𝘀 𝗼𝗳 𝘄𝗼𝗿𝗸 𝗜 𝗲𝘅𝗰𝗲𝗹 𝗮𝘁 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘄𝗶𝘁𝗵 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: ☑️ Cash-to-GAAP Transition Work ☑️ Technical Accounting Standards Implementation- ASC 606 - ASC 842 - Cash-To-GAAP - Opening Balance Sheet Work ☑️ Fractional CFO Projects - Interim Controller Projects - Interim CFO Work ☑️ Financial Close & Reporting - Multi Entity Reporting ☑️ Acquisition Preparation ☑️ Private Equity Backed Portfolio Company Projects ☑️ Audit Readiness Preparation & Bookkeeping - Due Diligence Requests ☑️ M&A - Mergers & Acquisitions Other Projects include: ☑️ Full-Cycle Accounting & Revenue Recognition ☑️ Roll Up Preparation & Fundraising Preparation ☑️ Software Implementations - Automated Consolidation Reporting Solutions - Tech Stack Optimization - QuickBooks & QuickBooks Online - Netsuite - Rillet ☑️ Post-Acquisition Finance Transformation ☑️ Accounts Receivable - AR & Accounts Payable - AP 𝗪𝗵𝗶𝗹𝗲 𝗺𝘆 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗰𝗼𝘃𝗲𝗿𝘀 𝗮 𝗯𝗿𝗼𝗮𝗱 𝗿𝗮𝗻𝗴𝗲 𝗼𝗳 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 𝗮𝗻𝗱 𝘀𝗶𝘇𝗲𝘀, 𝘀𝗼𝗺𝗲 𝗼𝗳 𝗺𝘆 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗲𝗱 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘄𝗶𝘁𝗵 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗽𝗮𝘀𝘁 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗲𝗿𝘃𝗲𝗱 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝘀: 🔹 PE Firms 🔹 Professional Services 🔹 Digital Service Agencies & Marketing Agencies 🔹 Healthcare Services 🔹 Tech 🔹 SaaS Thank you for taking the time to learn about how we could support each other. Please invite me to your project on Upwork or send me a direct message to get started on working together. I’ll invite you to book a complimentary consultation call together. Talk soon! Trevor McGuire — ❝ One of the highest-signal expert calls I've had this month. Trevor is an expert at all things accounting/finance. It was clear from the first 5 min. Learned more than I was hoping to learn and am deploying insights in our business today. Trevor was generous with his time. Look forward to partnering again. ❞ 🗣 𝗚𝗲𝗼𝗿𝗴𝗲 𝗞𝘂𝗿𝗱𝗶𝗻 - 𝗖𝗘𝗢 & 𝗚𝗠 - 𝗦𝘁𝗿𝗲𝗮𝗺𝗹𝗮𝗯𝘀
$150 hourly
Zan R.
- 5.0
- (21 jobs)
Arlington, VA
Certified Public Accountant (CPA)
CPA
US Taxation
System Deployment
SAP Implementation
ERP Software
Xero
QuickBooks Online
Odoo
Odoo Development
Financial Planning
Corporate Tax
Personal Budgeting
Tax Preparation
Intuit QuickBooks
Bookkeeping

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
$75 hourly
Asad A.
- 4.9
- (122 jobs)
Islamabad, ISLĀMĀBĀD
Certified Public Accountant (CPA)
Sales Tax
International Financial Reporting Standards
Shopify
Corporate Tax
Financial Statement
Xero
Certified Tax Preparer
CPA
Intuit Quicken
US Taxation
GAAP
Chart of Accounts
Tax Preparation
Bookkeeping

✅ TOP-RATED freelancer ✅ Always Available for new opportunities Full Time | Part-Time | Fixed Rate ✅ Quality Assurance 100% ✅ 100+ Job completed successfully on Upwork About me: I’m Global Financial, Corporate and Tax Consultant, I have over 10 years of experience working as a Professional Accountant, Tax Consultant, and Auditor. I am an ACA (ICAP member), ACCA member (equivalent to a CPA). Along with professional Accounting Qualifications, I also have a post-graduate degree in Accounting and Finance. Experience Overview: I had served different big corporations as a full-time employee. I had been involved in advising the organizations to develop their budgets, forecasting, and financial analysis which will be helpful to achieve maximum profitability at minimum costs. Over the years; I also provide a wide variety of Accounting, Tax, Auditing, and Corporate services to different clients worldwide. Accounting & Financial Statements Expertise: I am a Netsuite, QuickBooks and Xero certified professional and more than 8 years of working experience in Quickbooks and other accounting software. I had provided General Accounting works such as Payroll, Bookkeeping, Set up, Management Report, Reconciliation to different US, UK, EU, HK Singapore, Australian entities. I am also an expert in using different accounting software such as NETSUITE, XERO, MYOB, QuickBooks, WAVE, TALLY Erp, Saasu, Receipt Bank, Workflowmax, and other cloud-based software. Federal & State Tax Codes: These days Taxes are an important factor for each business and it is difficult for any businessman to manage and comply with the taxes. So here I am to provide you a complete solution of Corporate Taxes, Income Taxes, State Taxes, Franchise Taxes. I will make sure to save you from paying unnecessary taxes in compliance with IRS and all 52 states' tax codes. Federal Tax Forms: 1040, 1040 NR, 1041, 1041 ES, 5472 & 1120, 1120, 1120 S, 1120 W and Schedule K1, 1065 Form W7 & W8 Description of Services: Here is the service I'm going to serve you best: • Maintain a Chart of Accounts • Recording all type of normal and complex financial transactions • Manage accounts payable, including vendor bill, paying • Manage accounts receivable, including customer invoicing • Perform bank reconciliations • Post journal summaries into the general ledger at the period end • Prepare the unadjusted trial balance at the period end • US GAAP and statutory Audits in EMEA(under US GAAP, FRS 101/102, IFRS) • Audit preparations in UAE, Saudi Arabia, Bahrain • Audits preparations under Pakistani Law(company ordinance, IFRS) • VAT and corporation tax calculations and fillings in EMEA Region(Ireland, UK, Netherlands, Switzerland, Germany, Sweden • Payroll calculations and reviews for Ireland, UK, Netherlands, Switzerland, Germany, Sweden • VAT and Corporation tax filings in the UK(HMRC) and Ireland(Revenue) • Calculation and review of complex accounting areas such as accruals, research and development, Intangibles, pensions, royalties and commission, Bonus plan reviews. • Stock option reviews and calculations • Tax and Transfer pricing review for EMEA region • Bookkeeping and report customization under Netsuite and Zoho • Internal Audit plans, control testing, SOX(Sarbanes Oxley control testing), control reviews, performing Internal Audit reviews. • Preparation and review of Consolidated financial statements • Preparation of budgets, forecasts, cash flow statements, and advanced level ratio analysis • Construction contract accounting I also have extensive experience working with companies in the USA, UK, EU, HK and middle east(Saudi Arabia, United Arab Emirates, Bahrain). And many more...
$275 hourly
Connor G.
- 4.6
- (79 jobs)
Saint Clair, MI
Certified Public Accountant (CPA)
Bookkeeping
QuickBooks Online
Xero
Financial Analysis
Business Analysis
CPA
Gusto
Financial Statement
Intuit QuickBooks
Microsoft Excel
Month-End Close Assistance
Financial Audit

To put it simply, we specialize in cleaning up messes. Whether you have 10 years of back taxes that need to be filed with associated financial statements, or your previous bookkeeper was woefully underqualified to handle your business finances we have the skills, knowledge, and expertise to get you out of the hole you're in. We've helped clients in dozens of different industries in hundreds of different situations to put them back on the straight and narrow path to financial and tax compliance. A few of our highlight projects include: - Previous bookkeepers and CPAs that went AWOL and left a mess for the business owner to attempt to handle. - Business owners almost 10 years behind on their tax filings with no financial record to speak of. - Accounting system migrations that resulted in hundreds of duplicated entries. - Business owners with complex tax reporting situations that were very unprepared for what would be required. We also offer regular bookkeeping, tax advisory, and fractional CFO services to any clients that already have systems in place but are looking for expert experience to assist with profitability and tax minimization. We serve all industries but a few of our specialties include: - Funds and SPVs - Construction and Contractors - Real Estate - Land Investors - Insurance - Cryptocurrency (Mining and Trading) These are just a few of our more notable industries but of less common industries we've also assisted clients in the Landscaping, Freight Logistics, Trade Schools, Rental Properties, Private Tutoring, Insurance Adjustors, and SaaS (just to name a few more). Both myself and my tax partner have large firm experience that we wanted to make more accessible to smaller clients and as such we work with clients that range from 100K in yearly revenue to over 100MM, working with both individuals as well as businesses.
$45 hourly
Tahseen R.
- 4.6
- (82 jobs)
Islamabad, ISLĀMĀBĀD
Certified Public Accountant (CPA)
Xero
Accounting Principles & Practices
Financial Analysis
CPA
Chart of Accounts
Account Reconciliation
Bookkeeping
Month-End Close Assistance
General Ledger
Cash Flow Analysis
Balance Sheet
Intuit QuickBooks

I help US and Canadian business owners stop flying blind on their numbers. I’m an internationally qualified Chartered Accountant (FCA — the equivalent of a CPA) with 10+ years keeping books clean and giving owners the financial clarity to make decisions. Top Rated on Upwork with 100% job success across ~6,800 hours. Most of my clients come to me unsure of their real margins, their cash position, or whether they can afford to hire. I take that off their plate — reliable books, and the kind of reporting and forecasting that actually tells you what to do next. What I do: • Fractional CFO support — cash flow forecasting, management reporting, budgeting, KPIs • Full-cycle bookkeeping in QuickBooks Online & Xero — setup, cleanup, and ongoing • Financial analysis & modeling — so your numbers actually guide the business • Clean monthly close and reporting you can run your business on If you want a finance partner who understands the numbers and what to do about them, let’s talk.
$125 hourly
James W.
- 4.9
- (36 jobs)
Southampton, PA
Certified Public Accountant (CPA)
Machine Learning
Data Science
Microsoft Power BI Development
AI Development
Data Engineering
Data Analytics
CPA
Automation
Business Intelligence
Financial Analysis
Microsoft Power BI
Data Analysis

I’m a CPA-credentialed Data Engineer and Data Scientist with 10+ years’ experience designing and scaling end-to-end data platforms, AI/ML workflows, and Power BI solutions for Fortune 100 and growing SMBs. I bridge deep technical expertise (Python, PySpark, SQL, Azure Data Factory, Microsoft Fabric, dbt) with a finance background to deliver reliable ETL pipelines, optimized data warehouses, predictive models, and interactive dashboards that drive strategic decision-making. Core Expertise Data Science & Machine Learning: Feature engineering, model training (classification, regression, survival analysis), deployed ML pipelines, probability calibration, threshold optimization, drift monitoring, SHAP explainability Data Engineering & ETL: Python/PySpark, SSIS, ADF, incremental loads, CDC, schema drift handling Cloud Data Platforms: Microsoft Fabric, Synapse Analytics, Azure SQL, AWS Redshift, S3 Database Design: Star/snowflake schemas, partitioning, indexing, performance tuning BI & Reporting: Power BI modeling (DAX, composite models, RLS), incremental refresh, paginated reports Automation & Integration: Power Automate, Power Apps, REST/API workflows Finance & FP&A: Financial data modeling, forecasting, reconciliation, audit trails Highlights Architected a Fabric Lakehouse and Spark pipelines to consolidate numerous financial sources accelerating month-end close by 40% Developed end-to-end ML pipelines for client reactivation and churn prediction models, including automated retraining and performance dashboards using SHAP explainability Led Big 4 FP&A platform redesigns, embedding governance, predictive analytics, and self-service BI across global teams Delivered turnkey BI and data engineering solutions for healthcare, retail, and professional services, including integrating clinical data for AI-driven insights Let’s connect to discuss how I can streamline your data architecture, implement AI/ML solutions, and empower your team with insights that scale.
$150 hourly
Felix C.
- 4.8
- (10 jobs)
Vancouver, BC
Certified Public Accountant (CPA)
Fundraising
Management Accounting
Financial Planning
Cash Flow Modeling
Financial Modeling
CPA
Cost Accounting
Financial Projection
Cash Flow Analysis
Financial Report

Are you ready to put your company’s finances on auto-pilot and focus on scaling? I’m a fractional CFO with a proven track record of growing subscription-based and professional services companies. With deep expertise in financial strategy and operations, I help founders achieve financial clarity, stability, and scalability. 🌟 My clients trust me to deliver real, measurable results: ● "Felix guided us to a $15M raise, with rock-solid financials that left investors confident." ● "Thanks to Felix’s financial oversight, we’ve had our best year yet – all while keeping our finances on autopilot." ● "Felix is the financial backbone of our company, helping us scale sustainably and profitably." ⚡ I work with businesses that want: ● Effortless cash flow management and forecasting ● Investor-grade financials that secure funding fast ● Long-term scalability with financial systems that run themselves ● Expert CFO guidance tailored to subscription-based and professional services industries ● AI-driven tools that optimize cash flow management and financial forecasting ● Financial management for remote teams and global operations to ensure seamless scalability 🦄 Clients I work with: Founders and leadership teams in SaaS, Fintech, Edtech, and other subscription models Professional service firms focused on recurring revenue growth (I don’t work with eCommerce companies) By partnering with me, you will: ★ Remove the guesswork from cash flow management with seamless, automated financial processes ★ Prepare investor-ready financial models and forecasts that lead to raises of up to $15M ★ Focus on growth, knowing that your financial systems are built to scale with your business ★ Leverage AI and automation to streamline financial operations and maximize efficiency ★ Implement resilient strategies that withstand economic uncertainty and protect your business during market downturns Here’s what clients are saying: ✅ "We raised $10M thanks to Felix’s bulletproof financial forecasts." ✅ "With Felix managing our finances, we’re always ahead of the curve." ✅ "He’s been instrumental in helping us secure funding while maintaining a healthy cash flow." However, I’m selective about who I work with. I don’t partner with: ✗ Businesses without clear financial discipline or transparency ✗ Companies that aren’t subscription-based or in professional services ✗ E-commerce companies 🔢 Key Stats: ● Over $15M raised with my financial strategies ● 500+ financial plans and cash flow strategies built ● Deep expertise in SaaS, Fintech, Edtech, and Professional Services
$60 hourly
Christopher W.
- 5.0
- (26 jobs)
San Diego, CA
Certified Public Accountant (CPA)
Account Reconciliation
Income Statement
Startup Consulting
CPA
Accounts Payable
Bookkeeping
Intuit QuickBooks

As a business owner, you have to juggle a lot of responsibilities. One of those reponsibilities includes doing the accounting for your business. You have to go through the pain of doing the accounting, tracking all your receipts, expenses, sales....the list goes on. The problem is that you don’t have the time/resources/expertise to make it happen.. And as an entrepreneur, rather than spending your time doing the accounting data entry tasks, you should be spending that energy towards growing your business! I strive to find a solution for our company with an eye towards automation and scalability. I try to learn as much about your business to tailor fit your needs. This includes organizing the chart of accounts in order to extract insight from your financial statements and help you drive better business decisions. With experience in audit, I can advise you in best practices. Ultimately, I want to give you peace of mind so you can focus your on your business! SERVICES OFFERED • Bookkeeping • Reconciliations of general ledger accounts, bank & credit cards, A/R accounts • Quickbooks setup • Quickbooks cleanup • Financial Statement analysis • Consulting • Sales Tax filing • Quickbooks training • Budgeting and forecasting Licensed CPA and Certified Quickbooks Pro Advisor with over 10 years of experience in doing both public and private accounting. My favorite hobby is surfing. I'm also learning how to play guitar. I play terribly, but I'm still learning and it's a fun journey!
$50 hourly
Wanda S.
- 4.8
- (24 jobs)
Boise, ID
Certified Public Accountant (CPA)
Startup Consulting
Accounting Software
Gusto
Xero
CPA
Financial Analysis
Bookkeeping
Microsoft Excel
Intuit QuickBooks
Tax Preparation
Tax Return

I am a Certified Public Accountant with ten years of professional accounting experience. I am an accomplished communicator, with excellent organizational, decision making, and time management skills, and have a proven track record of consistently meeting and regularly surpassing demanding performance goals. I am Xero and QBO certified Proactive, innovative and highly influential, I am seeking a challenging but rewarding position, which is why I was naturally drawn to this exciting opportunity. During the course of my career, I have gained a specialist’s understanding of financial instruments and accounting software, and have also been effective in explaining complex information in a comprehensible manner. My key accounting and financial competencies include, but are not limited to, maintaining financial records, managing budgets, risk assessments and business strategy reviews.
$50 hourly
Haley W.
- 5.0
- (3 jobs)
Chattanooga, TN
Certified Public Accountant (CPA)
QuickBooks Online
Content Writing
Content Creation
Teaching
Content Editing
CPA
Project Accounting
Cost Accounting
Internal Auditing
Intuit QuickBooks
Bookkeeping
Financial Accounting
Financial Audit

I am a CPA with a master's degree in accounting and over 5 years of extensive experience. I have worked as an outsourced accountant with expertise in QuickBooks Online (QBO) and Gusto, managing financial processes for various clients. My background also includes working as an auditor for EY, teaching Intermediate Accounting courses at multiple colleges, and creating content to be used in a CPA exam preparation course.
$35 hourly
Salman L.
- 4.7
- (412 jobs)
Karachi East, SINDH
Certified Public Accountant (CPA)
International Taxation
Corporate Tax
Bookkeeping
Tax Planning & Advisory
Taxation
IRS Resolution
QuickBooks Online
CPA
Accounting Report
Accounting
Tax Preparation
IRS Income Tax Audits
US Taxation
Xero
Tax Return

✅ TOP-RATED PLUS Freelancer 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. As a Certified Public Accountant. I have extensive knowledge in US Individual, Business, and International taxation. My 8+ years of experience in tax can add value to your project. Specializing in tax preparation, assistance, advice, consulting, research, and bookkeeping. Experience with individuals, corporations and partnerships ranging from start-ups to multi-million dollar companies. Also have experience with all types of tax software such as QuickBooks, ProSeries, Drake, Lacerte 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'm Expert on: 1 - Preparation and review of complex income tax returns including but not limited to Corporation, S Corporation, Partnership and Individual returns. 2 - Assist in quality control review for all financial statements. 3 - Assist in planning and compliance regarding international tax matters including waivers and tax returns. 4 - Assist in the review and oversight over the preparation of quarterly tax projections and communication of required estimated tax payments. 5 - Assist in the oversight of year-end shareholder bonus process. Maintenance and adherence to financial and tax reporting policies and procedures. 6 - Assist in review and oversight over quarterly and annual payroll tax returns. 8 - Assist in review and oversight over the calculation and distribution of W-2’s and 1099’s. 9 - Preparation and review of tax correspondence and facilitation and oversight over tax audits. 10 - Facilitation of entity creation and dissolution procedures including attaining of Articles of Incorporation, organizational documents, FEIN applications and 2553s. 11 - Training and development of Accounting Managers and Staff Accountants on “tax” best business practice. 12- Assist in filing all annual reports, franchise tax returns and other state returns. Prepare invoices for tax services performed. 13 - Manage QuickBooks online and QuickBooks desktop teams to ensure quarterly and annual Financial reporting. 14 - Incorporate / Form LLC / Partnership / C Corp in 50 States 15 - Preparation of EIN for US Company Owners and NON U.S Company Owners 16 - ITIN Preparation. I am available from approximately 7 am to 8 pm M-S via text, phone, email, Upwork and any number of other messaging platforms. I look forward to working with you. Please note: Zoom meetings represent billable work. I do charge for all meetings.
$75 hourly
Jordan K.
- 5.0
- (38 jobs)
Madison, MS
Certified Public Accountant (CPA)
CPA
Cash Flow Statement
Financial Statement
Income Statement
Financial Audit
Budget Management
Balance Sheet
GAAP
Microsoft Excel

I am a CPA and Microsoft Excel expert who is efficiency- and aesthetics-driven. I can help your business’s day-to-day operations by fixing error-prone files and suggesting effective and efficient solutions. I have both public and private accounting experience in industries ranging from manufacturing, real estate, construction, oil & gas, & not-for-profit. I have built, compiled, reviewed, and audited financial statements at a high level and enjoy the more technical aspects of financial presentation.
$175 hourly
Hak K.
- 5.0
- (71 jobs)
Columbia, MD
Certified Public Accountant (CPA)
IRS Income Tax Audits
Financial Report
CPA
Tax Preparation
Bookkeeping
Payroll Accounting
Tax Return
Sales Tax

My Service Pledge to You: - Provide an exceptional client experience through PROACTIVE PLANNING - RESPONSIVENESS: I will respond to your emails/call within 1-2 business days - Conduct business in totally honest and PROFESSIONAL approach by offering services based on individual need, not a one size fits all format Services I provide include, but are not limited to: - On-going business accounting service (bookkeeping, A/R, A/P, payroll, etc.) - Tax preparation/planning - Compilation - Non-profit - International tax reporting - Tax resolution Business Accounting: I specialize in small-medium sized businesses serving as their back office handling bookkeeping, financial analysis, accounts payable and receivable, payroll, and compliance work. Some industries I specialize in are law firms (even sole practitioners), restaurants, contractors, retails, consultants, real estate, and medical offices. Software I use for business accounting: - Quickbooks Online/Desktop - Bill.com - Gusto - Tsheet - Expensify - Cosmolex/Clio (Law firms) - Restaurant365 (Resaurants) Tax Preparation/Planning: I assist individuals & businesses with tax preparations and planning to maximize profit while they stay compliance with IRS, state, and local agencies. 1040, 1120, 1120s, 1065, state returns and related statements. I have a Preparer Tax ID number (PTIN) which means I'm qualified to prepare and sign as paid preparer. Compilation Compilation is presenting financial information in the form of financial statements without providing any assurance or opinion on the financial statements. Whether it’s for obtaining a loan, selling your business, merging with a business, or informing stakeholders, you can assure compilation report will be prepared timely and without any bias. International Tax Reporting: With an increase in globalization, it's very common for individuals to live and work outside their country of origin. Our international clients include: - U.S. residents living and working in a foreign country - Non-residents living and working in the U.S. - U.S. residents with foreign bank accounts and/or financial assets - Non-residents with investments in the U.S. - Non-residents migrating to the U.S. - U.S. residents receiving gifts from a foreign person Non-Profit: I view non-profit organizations as businesses that should be run in a similar way as for-profit companies since accounting system is crucial in maintaining the non-profit status. Our non-profit services included: - Apply for tax-exempt status under IRS - Incorporation under state - Payroll setup with federal and state agencies - Draft bylaws - Develop a conflict of interest policy - Apply for property tax exemption - Monthly accounting service - Prepare form 990 Tax Resolution: My partner is a CPA/Tax attorney with 30 plus years of experience in tax controversy. Our tax resolution services include: - Unpaid tax resolution - IRS audit representation - Offer in Compromise - IRS and State notices - Innocent spouse relief - Installment agreement - Trust fund recovery penalty
$50 hourly
Abhishek R.
- 5.0
- (87 jobs)
New Delhi, DELHI
Certified Public Accountant (CPA)
CPA
Corporate Tax
Company Registration
Bookkeeping
QuickBooks Online
Certified Tax Preparer
US Taxation
Sales Tax
Tax Preparation Software
Tax Accounting
Zoho Books
Intuit QuickBooks
Accounting
Tax Return
Tax Preparation

TOP RATED and Experienced US CPA, a tax preparer and skilled bookkeeper with 12 years of overall experience, having a team of Enrolled agents and saving thousand of dollars in taxes using updated and latest tax knowledge. We provide reliable and precise tax preparation and bookkeeping services tailored to meet your needs. My expertise helps individuals and small businesses achieve accurate tax filings and maintain organized financial records. I am also the founder of Taxurate Financials LLC. Services I Offer: Tax Preparation: Professional preparation of individual and small business tax returns, including maximizing deductions and credits. Bookkeeping: Comprehensive bookkeeping services including daily transaction recording, bank reconciliation, and financial reporting. Hands on exposure of working on Quickbooks, Zohobooks and Wavebooks. Audits/Reviews/Certifications- Being a CPA, I can also perform audits, reviews and various certifications. I can also perform and attest SOC audits IRS Support: Expert assistance with IRS audits and tax-related issues, providing guidance and representation. Tax debt resolution- We also provide tax debt resolution services and have reduced large tax debt by over 50%. US Entity formation- We help people from all over the world to incorporate entities in the US including LLC, C corp, S corp etc. We can also help opening physical bank account in the US for non residents and get payment gateway. Why Choose Me: Certified Expertise: Team of fully certified EAs with extensive knowledge of federal and state tax laws. Accurate & Timely: Commitment to precise, timely tax preparation and bookkeeping, ensuring compliance and accuracy. Personalized Solutions: Customized services designed to address your unique financial needs and goals. Confidentiality: Your financial information is handled with the highest level of confidentiality and security. Responsive Communication: Dedicated to clear, prompt communication and reliable service. US Tax Preparation Bookkeeping Services Tax Filing Financial Management IRS Audit Assistance Certified Tax Preparer Accurate Bookkeeping Tax Planning Small Business Taxes Financial Reporting Business & Personal Tax Preparation Corporate Taxes Payroll & Sales Taxes US tax preparer ITIN S Corp C Corp USA tax return Foreign owned US D.E. ERO Qualifications: US tax preparer and handling a team of EAs for tax preparation and filings. Overall, we have over 5 years of experience in US tax preparation Hands on experience on softwares like Drake, Lacerte, Pro series, Pro connect, Uttratax etc. Let’s connect to streamline your tax preparation and bookkeeping needs. Contact me today for reliable and expert financial management!
$149 hourly
Alex G.
- 4.9
- (175 jobs)
Laguna Beach, CA
Certified Public Accountant (CPA)
Tax Law Compliance
CPA
Tax Planning & Advisory
Tax Law
S-Corporation
IRS Income Tax Audits
IRS Resolution
Tax Strategy
US Taxation
Intuit QuickBooks
Bookkeeping
Tax Return
Tax Preparation

California CPA (10+ yrs, ex-BDO). I help S-Corp/LLC owners with tax planning, complex 1065/1120S/990 prep, and cost segregation—plus fast, compliant IRS/FTB notice defense. Clear plan. Concrete savings. Audit-ready workpapers. I’m Alex Gurovich, CPA (California Accountancy Corporation ID: 8815). Clients hire me to reduce tax drag, file complex multi-state returns without drama, and resolve notices the right way—no jargon, no tax fog. — Who I Help — • S-Corp/LLC owners ($300k–$5M+ revenue), professional firms, and real-estate investors • Partnerships with multi-state, tiered entities, foreign partners, K-2/K-3 needs • Nonprofits needing accurate, board-friendly Form 990 filings — Top Outcomes — • Lower effective tax rate via QBID/199A + reasonable comp alignment • CA SALT workaround (PTE) implemented with cash-flow planning • Multi-state footprint mapped and cleaned (apportionment, composite returns, credits) • Cost segregation feasibility + Form 3115 §481(a) catch-up to unlock missed depreciation • IRS/FTB letter triage → drafted response → resolution, documented for future audits — Core Services — Tax Planning (S-Corp/LLC & Real Estate) • Entity design and conversion, compensation strategy, retirement layering • SALT workaround/PTE eligibility, elections, and workflow • Apportionment/nexus review and state filing strategy • Cost seg modeling, partial dispositions, Form 3115 + §481(a) workpapers Tax Preparation (Business & Nonprofit) • 1065/1120S with multi-state, basis & capital accounts (§704(b), §705), §754 • K-2/K-3 readiness; foreign partner onboarding, 8804/8805 • 990/990-EZ/990-PF with public support test monitoring and compliance calendars • Fixed assets, depreciation/§179/bonus; tie-outs to Form 4562/4797 Representation & Special Matters • IRS/FTB notice & audit defense (CP2000, under-reporter, penalty abatement) • Schedule D/8949 repairs (stock/crypto), amended returns (1040X) • CA real-estate withholding (Form 593) and FIRPTA coordination — How We Work (simple, fast) — Diagnostic call (30–60 min): goals, states, entity/asset map, deadlines Data pull: prior returns, TB/GL, payroll, state factors, fixed assets Draft & model: tax-savings scenarios, elections, estimates, apportionment Action session: finalize moves (reasonable comp, SALT-PTE, 3115, accountable plan) Quarterly cadence: estimates, KPIs, law updates, course corrections — Deliverables You Can Expect — • 6–10 page Tax Planning Blueprint + savings model (Excel/Sheets) • Audit-ready workpapers: basis/capital rollforwards, apportionment, fixed-asset schedules • Filed federal + state returns with K-1s/K-2/K-3 as needed • Response memos for IRS/FTB with citations and attachments — Why Clients Choose Me — • California CPA (Corp ID 8815), trained at BDO; 10+ years on complex, time-sensitive files • I explain exactly what changed, why it changed, and how to keep it clean next year • Documentation discipline that makes lenders, investors, and boards comfortable — Engagement Options on Upwork — • Consultations (Buy-Now): Owner Tax Plan Triage • SALT Workaround Setup Review • Cost Seg Feasibility & §481(a) Strategy • IRS/FTB Letter Triage • Fixed-Scope Catalog: Tax Planning Blueprint • 3115 §481(a) Package • 1065/1120S Federal + States + K-1s • 990 with board summary Let’s turn taxes from reactive to designed. Book a call, bring last year’s return, and leave with a prioritized plan you can execute immediately.
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