Hire the best Excel Gurus in California

Check out Excel Gurus in California with the skills you need for your next job.
Clients rate Excel Gurus
Rating is 4.8 out of 5.
4.8/5
based on 1,591 client reviews
  • $175 hourly
    I am a Certified Public Accountant (CPA) specialized in providing tax preparation and consulting for small businesses, individuals, and foreigners (both individual and businesses). Particularly in the following areas: LLC, Partnership, S-Corporation, and C-Corporation tax returns and planning Gift and Estate Tax (Form 706 and 709) Individual Tax Return Foreign Partner Withholding US Person With Respect to Certain Foreign Corporation (Form 5471) Foreign-Owned U.S. Corporation or Foreign Corporation Information Return (Form 5742) Business Property Tax Filing (Form 571-L) Gift from Foreign Person, Trust or Estates (From 3520) Moreover, I have experience using Quickbooks, Microsoft Excel, and tax preparation softwares such as Thomson Reuters - UltraTax CS. Therefore, I can also provide the following services: Bookkeeping QuickBooks Consulting
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    Intuit Lacerte Tax
    International Taxation
    Xero
    Financial Accounting
    Corporate Tax
    GAAP
    US Taxation
    Intuit QuickBooks
    Bookkeeping
    Tax Preparation
    Microsoft Excel
  • $35 hourly
    Hi, my name is Tyler Gary and I have 17 years experience in Adobe Photoshop, Adobe Illustrator and other Adobe creative suites. I've worked in graphic design, tech, apparel, and merchandise. My primary role is graphic designer / creative director which means I'm pretty much a one man creative army. My strongest fields are apparel design, logo design, business cards, flyers, logo modification, photo editing, audio editing, film editing. I promise to bring your vision to reality.
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    3D Design
    Microsoft Excel
    Acrylic Painting
    Adobe Lightroom
    Logic Pro
    Fashion & Apparel
    Shopify
    Video Editing
    Logo Design
    Adobe Photoshop
    Graphic Design
    Adobe Illustrator
    Typography
  • $65 hourly
    ✅Top Rated Freelancer specializing in Tableau, Data Visualization, Data Science and Analytics. I have 5+ years of experience building tableau dashboards and developing data science and analytics models. I have mastered tableau and i am also at an expert level with most data science & analytics programs including; • R Studio (GGplot, Caret, Shiny, Tidyverse) • Python (Pandas, SciPy Stack, matplotlib, Pandas) • Ms Excel • VBA • Tableau • Machine Learning I am very skilled at using creative statistical techniques to solve complex business problems. i have built many VBA Excel automation and complex professional tableau dashboards for companies. I am able to derive meaningful insights and present it clearly and efficiently. I am eager to work for you, to provide consistent and high-level innovative solutions to your business challenges. Please contact me so we can discuss how to work together to fully meet your needs. Looking forward to working with you
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    Data Mining
    Database
    Business Intelligence
    Data Science
    Data Visualization
    pandas
    Microsoft Power BI
    Microsoft Excel
    Python
    Tableau
    SQL
  • $60 hourly
    I’m an experienced graphic designer, specializing in branding and visual interaction. I have professional, educational, and personal experience with developing brand identity systems, case studies, and client presentations.
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    Microsoft Excel
    Microsoft Word
    Website Asset
    Graphic Design
    Social Media Imagery
    Logo Design
    Signage
    Brand Identity Design
    Adobe After Effects
    Adobe Illustrator
    Adobe XD
    Adobe Photoshop
    Adobe Acrobat
  • $53 hourly
    Professional experience in Data Analysis and research with many professional Certificates on Data Analysis from Coursera, Udemy, Edex, ServiceNow, and Pipedrive. Data Analysis duties performed from Data Collection to Data handling, Data compiling, Data Analysis— Quantitative and Statistical Analysis to Projections and Estimations for the Clients as well as the Company. Hands on experience working with: - Excel, - PowerPoint - SQL, - Python, - Tableau, - Looker - CRM systems - Marketing -SEO - AI case management I have also worked as Co-editor of my company's newsletter and have experience with: - Content Writing, - Reports, - Blog posts. Throughout my academic and professional course I have been involved in Data Collection, Data Compilation and Data Crunching with showing my results in Vizios in PowerPoint and Tableau. I have been coherently involved in: - Statistical and Economic Analysis (Python and Tableau) - Comparative Study by identifying potential market by Conjoint Modeling. - Analysis Representations and Power point Presentations (in public hearings , conferences, and before boards) - Report Writing (Proposal submission, final technical and financial report) - Content Writing (Blogs for technical websites, Newsletter co-editor)
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    Microsoft Excel
    MySQL
    Data Modeling
    Tableau
    Microsoft Power BI Data Visualization
    Python
    Data Cleaning
    Data Interpretation
    Creative Writing
    Blog Content
  • $75 hourly
    Valedictorian, engineer and industry leading consultant with 100s of successful client engagements. Currently leading biomedical research at the University of California at Davis.
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    Microsoft Excel
    Software
    Google Docs
    Blog Writing
    SEO Writing
    Business Consulting
    Data Entry
    FinTech Consulting
    Startup Consulting
  • $200 hourly
    Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. My models are institutional-quality, and create a powerful impression on equity investors. Highlights: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, condo, SFR, manufactured home communities, land, self-storage, and all forms of hospitality (resort, hotel, motel, membership clubs, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.
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    Equity Research
    Real Estate Investment Assistance
    Cash Flow Analysis
    Fundraising
    Acquisitions
    Capital Markets
    Real Estate
    Real Estate Financial Modeling
    Microsoft Excel
    Financial Analysis
    Pro Forma Statement
    Financial Modeling
  • $55 hourly
    I'm a designer by nature including 3D modeling, graphics, architecture, fire protection systems, and pay close attention to detail. I have a unique background coming from construction specifically fire protection systems. I understand how a business is run with day to day operations including bidding, securing contracts, payroll, and providing customer service. Having a Bachelors and Masters in Architecture and working for a few Architecture firms bring another set of skills. This includes designing, 3D modeling, understanding clients needs, incorporating graphics, tracking data for each specific project, and ultimately delivering a clear concise project. I also have a wealth of experience and knowledge creating, editing, and producing professional PDF files including: company logos, letterheads, complex fillable forms, and book/manual production.
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    PDF Conversion
    2D Design
    Fillable Form
    Engineering Design
    3D Design
    3D Modeling
    Autodesk AutoCAD
    Autodesk Revit
    Fire Protection Engineering
    Microsoft Excel
    Adobe InDesign
    Adobe Photoshop
    Microsoft Word
    Adobe Acrobat
    Adobe Illustrator
  • $50 hourly
    I'm a freelance Civil Engineer. I am very proficient with AutoCad 2021. I have used the program for 15 years. I am a very good communicator. Very punctual.
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    Drafting
    Soil
    Floor Plan Design
    2D Design & Drawings
    Water
    Drainage
    Wall
    Civil Engineering
    Engineering & Architecture
    Microsoft Excel
    Autodesk AutoCAD
    AutoCAD Civil 3D
  • $40 hourly
    Are you approaching a tax deadline and use QuickBooks Online, Xero, or other accounting software? I can help you ensure your books are tax-ready. I am Ahmed Taufiq, a Certified Public Accountant (CPA) with over 14 years of experience I am also a certified QuickBooks ProAdvisor and Xero Advisor, demonstrating my expertise in these essential accounting platforms. My Qualifications Certified Public Accountant (CPA) with 14+ years of experience and a proven track record Upwork Top Rated - Top 10% of talent Certified QuickBooks ProAdvisor Xero Advisor Certified My Services I provide a comprehensive suite of accounting services to help you streamline your financial operations and make data-driven decisions. My services include: - Accounting System Setup and Management: I can help you set up your accounting system, ensuring it is configured to meet your specific needs. - Record keeping: I will meticulously manage your accounts payable and receivable, reconcile bank statements, and maintain accurate financial records. - Financial Reporting and Analysis: I can generate insightful financial statements and reports to help you track your performance and make informed financial decisions. - Tax Preparation: I can assist you in preparing for tax deadlines by ensuring your books are accurate and up-to-date. - Software Expertise: I am proficient in a variety of accounting software programs, including QuickBooks, Xero, Sage, Zoho, and Wave Accounting. Why Choose Me? - End-to-End Solutions: I provide a holistic financial solution, from initial setup to ongoing maintenance and strategic financial advice. - Client-Centric Approach: I take the time to understand your unique needs and exceed your expectations. - Continuous Learning: I am committed to staying up-to-date on the latest industry trends, software updates, and regulatory changes. - Data-Driven Insights: I leverage my financial analysis skills to provide you with actionable insights to improve your business performance. - Transparent Communication: I believe in clear and consistent communication, keeping you informed throughout the entire process. Ready to Focus on What Matters Most? Let me handle your accounting needs so you can focus on what truly matters - growing your core business. Contact me today for a free consultation!
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    Data Analysis
    Financial Analysis
    Xero
    Forecasting
    Finance & Accounting
    Sales Tax
    Client Management
    Financial Statements Preparation
    CPA
    Wave Accounting
    Analytical Presentation
    Internal Auditing
    QuickBooks Online
    Financial Consulting
    US Taxation
    Financial Audit
    Microsoft Excel
    Bank Reconciliation
    Accounting
    Financial Projection
    Bookkeeping
    Zoho Books
  • $74 hourly
    Pitch decks? You got it. One pitch deck I created secured $20M for an insurance startup, another generated $29M for a food startup. I have lots of consulting experience so I promise you some beautiful decks Excel and Google Sheets help? You got it, I created my first model 22 years ago and have since created hundreds of others. Business planning? Sure thing, I'll do your market research and I'll find stuff that nobody else can anywhere on the web, or through other, more... direct, methods. I will then craft a beautiful, visual, sound business plan with real feasible financials. How about Project Management? Well, I managed some Multi-million dollar projects in F500 companies (and startups), I am a certified Scrum Master, an MBA and I know processes creation and visualization in and out. If any of this resonates with you, let's talk.
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    Financial Plan
    Pitch Deck
    Analytics
    Six Sigma
    Presentations
    Financial Modeling
    SQL
    Analytical Presentation
    Microsoft Excel
    Operational Plan
    Business Planning & Strategy
    Strategic Planning
    Business Plan
    Project Management
    Business Operations
  • $35 hourly
    If you are in need of a professional bookkeeper to set up and maintain your accounting books in compliance with Accounting Principals and tax regulations, look no further. I am a Certified bookkeeper with Accounting Degree, specializing in Corporate, LLC and Solo Proprietor bookkeeping. I also have obsession with fixing incorrectly setup and maintained books. No mess is too hard for me. And I train business owners to correctly use QBO, if they have to use it on their end. I provide monthly, quarterly or year-end (your choice) clean and accurate Financial Statements with evaluation of earnings and spending. Additional services: 1099NEC filing, sales tax return services, business property tax, DBA startups and SOI filing.
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    Accounting Principles & Practices
    Sales Tax
    Microsoft Office
    Financial Statement
    Accounts Receivable Management
    Accounts Payable Management
    Bank Reconciliation
    Account Reconciliation
    Microsoft Excel
    Cash Flow Statement
    Transaction Data Entry
    Bookkeeping
    Balance Sheet
    Accounting Basics
    Intuit QuickBooks
  • $35 hourly
    Self-motivated professional. Serving as the Founder/CEO at a successful business for the last 5 years has topped off nearly a decade of experience in Content Writing, Website Design, Brand Management, Email Marketing, Social Media Marketing, Copywriting, and much more. I have been working as a Content Writer for several food blogs over the last years and a half and would love to bring my talent for creating unique, engaging content to other areas (main interests include travel, psychology, relationships, and lifestyle but open to others). I look forward to working with you!
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    Website
    Blog Content
    Search Engine Optimization
    Wix
    Ad Copy
    Microsoft Excel
    Brand Identity
    Intuit QuickBooks
    Asana
    Website Content
    Content Writing
    Copywriting
    Mailchimp
  • $80 hourly
    20 plus years of payroll management services. Proficient and Efficient in Payroll Processing, Data Integrity, Payroll Audits, Communications with employees, vendors, peers, and management. Specializing in California certified payroll and prevailing wage (Davis Bacon Act) with company's from 2 to 499 employees. I've worked with most of the payroll companies around and I am also experienced with reporting on DIR, LCP, A-131, WH-347, or can use the form your prime contractor is requesting. **Now assisting with IRA (Inflation Reduction Act) Compliance** My day to day tasks include: - new hire onboarding and documentation requirements - platform implementations - processing payroll (regular and certified) via manual entry and/or import file - creating certified payroll reports, submitting information on LCP Tracker, uploading to DIR, eCPR, eComply, eMars, etc. - managing time and attendance systems - paid time off administration - employee benefits - deductions and garnishments - reports - multi-state quarterly and annual returns (amended returns too!) I am located in San Diego, CA and am available for part-time projects during the week and on the weekends. Open to all U.S. time zones. Quick projects are welcome, but I am also seeking long term clients that I can dedicate hours to each week for processing payroll or completing certified reporting with the appropriate agencies.
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    QuickBooks Online
    Compliance
    PDF Conversion
    Business with 10-99 Employees
    Microsoft Excel
    Business with 1-9 Employees
    Adobe Acrobat
    Timesheet
    Employee Onboarding
    Payroll Reconciliation
    Data Entry
    Microsoft Office
    Business Consulting
    Payroll Accounting
    Tax Return
  • $45 hourly
    I'm an engineer with experience in mechanical design, electrical hardware and PCB design, as well as software development. I have a bachelor's in mechanical engineering from UCSB and a master's in electrical and computer engineering from UCSC. Excited to help out with any interdisciplinary projects you may have!
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    CNC Programming
    MATLAB
    3D Printing
    LabVIEW
    C#
    PCB Design
    Microsoft Excel
    CAD Software
    Prototyping
    Arduino Firmware
    Microsoft Access
    Communication Skills
    Firmware Programming
    CAD Conversion
    CAD
  • $65 hourly
    Hi, I'm Karryn! I am a skilled remote Bookkeeper and Office Manager with over six years of experience. I specialize in bookkeeping and office administration for real estate related firms, and I have a proven track record of delivering high-quality results for my clients. Throughout my career, I have worked with clients in various real estate industries, including residential construction, architecture, HOA management, real estate development, and real estate brokerage. Despite my focus in real estate, I also support a mix of small businesses ranging from law firms to software development companies. I am committed to delivering exceptional work and exceeding my clients' expectations, and I take pride in my ability to communicate effectively and collaborate with my clients to achieve their goals. I am organized and efficient, and I am proficient in Excel and certified in Quickbooks Online. I am always eager to learn and expand my skill set, and I enjoy taking on new challenges and projects.
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    QuickBooks Enterprise
    Account Reconciliation
    Chart of Accounts
    Financial Reporting
    Real Estate
    Income Statement
    Invoicing
    QuickBooks Online
    Tax Preparation
    Bank Reconciliation
    Accounts Payable
    Accounts Receivable
    Microsoft Excel
    Intuit QuickBooks
    Bookkeeping
  • $75 hourly
    I am a Freelance Copywriter with a proven track record of success in creating conscious, connected copy that helps to engage with your consumer base in an authentic way. Additionally, I have a service that offers top-notch, efficient, and thorough resume, cover letter, and LinkedIn profile writing. I have successfully helped countless clients land their dream jobs, break into new fields, and feel confident in the resume they are putting out in the world. From sales and marketing copy, to resumes, to blogs - I'm your gal! Core Competencies include: - Resume Writing / Cover Letter Writing - Interactve and Print Copywriting - Marketing Strategy - Content Writing / Creative Writing - Editing and Proofreading - Efficient, thorough, and quality deliverables.
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    Academic Writing
    Sales Copy
    Copywriting
    Relationship Management
    Database Management System
    Resume Writing
    Editing & Proofreading
    Travel Advice
    Travel Planning
    Crisis Management
    Interview Training
    Microsoft Excel
    IBM SPSS
    Travel Writing
  • $135 hourly
    ⭐️⭐️⭐️⭐️⭐️ Reviews: "Gustavo did a fantastic job with a very complex SQL/BI assignment. He accurately verified his own work, and required very little oversight. He was also agreeable and professional, a pleasure to work with. Gustavo remains my first choice for similar work. I highly recommend his services!" ⭐️⭐️⭐️⭐️⭐️ "Wealth of knowledge and experience!" ⭐️⭐️⭐️⭐️⭐️ "Gustavo is a super-fast learner with strong data expertise. Gustavo's technical skills are unparalleled with strengths in SQL, Tableau, and Python. He's got an amazing business sense and is always able to make sound recommendations for strategy. Gustavo can also translate complex data models into clear and concise metrics for product managers and sales people alike" ⭐️⭐️⭐️⭐️⭐️ "Gustavo partnered with me to assess web analytics and marketing strategy. He is able to quickly take complex data, synthesize the findings, and create actionable plans for performance improvement. It is rare to find a person who is able to work across a broad spectrum of analytics then shift gears to drive implementation. Gustavo is an excellent communicator and always asks thoughtful questions to consider all aspects of a problem" ⭐️⭐️⭐️⭐️⭐️ "Excellent resource and really knows Facebook/IG Ads optimization. Was able to make an impact on my clients business very quickly - 300% ROI. Continuing to work with him. " 🚀🚀🚀 As an accomplished Data Scientist with over 20 years of business experience, I bring a wealth of expertise to help drive your organization's success. My extensive analytical toolbox includes: 🢂 Creating dashboards for KPI tracking and easily digestible data visualizations 🢂 BI and demand planning projects 🢂 Creating and running simulation scenarios (Monte Carlo simulation) 🢂 Developing and designing data collection systems, data analytics, and other strategies that optimize statistical efficiency and quality 🢂 Raw data parsing, persistence design (database, file system), retrieval APIs and scripts, and building analytics, reports, and models on the data 🢂 Use SQL and Python for extracting, cleaning, and structuring data from unstructured or semi-structured sources, data mining, and segmentation techniques 🢂 Simple back-end systems (API client/server) 🢂 Deep dive analysis on product, finance, marketing and other data sources. In addition, I have extensive experience in Social Media Ads Optimization, having worked with over 50 companies in over 30 countries building data-driven social media strategies helping companies with lead generation, awareness creation and other goals with low cost and high ROAS results. 🧠🧠🧠 MY SKILLS AND EXPERIENCE I have a proven track record of success working with a variety of tools and technologies to drive business success. My skills and experience include: 🢂 General Excel help - formulas, VBA, pivot tables, visualizations 🢂 Defining and building KPI tableau dashboards for product, sales, marketing, operations and more 🢂 Building statistical models to analyze and extract insights from data for operational/product optimization 🢂 Running simulations and backtesting of models or operational systems 🢂 Creating structured presentations with easy to digest visualizations for technical and non-technical audiences alike 🢂 Funnel analysis and recommending A/B tests for optimization 🢂 Creating, running and optimizing data-driven facebook/instagram campaigns for multiple business goals 🢂 Creating data-driven marketing strategies for various industries and company sizes 🢂 Building data pipelines (ETL) from multiple and diverse data sources 🢂 Client segmentation using k-means and other ML models 🢂 Classification models 🢂 Increasing streams on Spotify, Youtube and any other streaming platforms I have experience working on a variety of project types, including General Data Science Analysis and Modeling , Financial Planning and Tracking, KPI development and Tracking, Lead Generation for Medical Clinics, Hospitals, Music Artist, Beauty Products, Services, Finance, Automotive, Sports, Games, Apps . 🧰🛠 MY TOOLBOX Smartsheets Google Suite Python 3.x (Flask, Pandas, SkLearn, Numpy, Plotlib/Seaborn, etc) SQL R VBA (Access, Excel, Outlook, MS-Word) Microsoft Power Automate Power BI Salesforce Tableau Google Tag Manager Facebook Business Suite Facebook Pixels - (custom conversions, installation, testing) Facebook Audiences - (Custom, Lookalike, Pixel, Engagement) Facebook/Instagram/Tik Tok/Youtube/ Google adword advertising (Retargeting, Lead Generation, etc.) Smart Links (Linkfire, Linktree, ToneDen, Songwhip and others) Airflow Fivetran DBT ChatGPT Prompting Shopify ETL (Extract, Transform and Load) API's 🤝🤝🤝🤝🤝 WORKING TOGETHER As a fluent English/Portuguese/Spanish speaker, I'm easy to connect with during US working hours. I'm experienced in working with clients in different time zones and locations. Please contact me to further discuss your project. I would love to hear from you
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    Automation
    Scripting
    Apps Script API
    Google Sheets Automation
    Data Science Consultation
    Forecasting
    Excel Macros
    Lead Generation
    Facebook Advertising
    Dashboard
    Data Visualization
    Microsoft Excel
    SQL
    Tableau
    Data Analysis
  • $50 hourly
    Hi, I'm Avery. I'm an entrepreneur and economist with over 10 years of experience working with and producing financial models and data analysis. I provide clients with economic insight and accurate financial models for optimal decision-making and specialize in modeling real estate, with experience in both commercial real estate and single-family homes. I have produced and worked with financial models on the topics of property valuation, cash flow projections, ROI analysis, lease analysis, finance and debt modeling, sensitivity analysis, portfolio analysis, equity waterfall modeling, fix and flip models, and property acquisition and disposition analysis.
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    Analytics Dashboard
    Data Modeling
    Business Analysis
    Gantt Chart
    Real Estate Financial Modeling
    Mathematical Optimization
    Cash Flow Analysis
    Financial Report
    Financial Statement
    Business Intelligence
    Data Visualization
    Data Analytics
    R
    Google Sheets
    Microsoft Excel
  • $50 hourly
    Looking for TOP-TIER bookkeeping and accounting services from an accountant who truly cares about your success? GREAT NEWS! I take pride in helping small to medium-sized business owners grow and work toward their own financial goals. By providing elite accounting services, I give my clients financial reports that they can count on and use to make important business decisions to increase their income and cut unnecessary costs. By focusing on accuracy and efficiency, I also help my clients protect their cash flow enabling them to reinvest that money into other items like marketing or staffing costs to help support their growth. I strongly believe that an investment in my services will produce an immensely large return for you and your business by giving you clarity about your business's financial state month over month. Although I am new to Upwork, I am a seasoned bookkeeper and accountant with vast experience in bookkeeping, accounts receivable, payroll, tax preparation, and more. When it comes to accounting, I have basically done it all, but I enjoy learning more each day. I have also had success helping small businesses grow their income and clientele. I also have plenty of experience leading teams and communicating with my clients' customers to aid with collection, billing, or any finance-related questions. I have experience in all aspects of full-cycle accounting including: -Independent QuickBooks Services including setup and bookkeeping: *in portfolio, you'll see a portion of the list of my clients I have setup in QuickBooks Online from the start -Daily Categorization of General Ledger Accounts -Monthly Reconciliation of all bank accounts and credit cards -Accounts Receivable (invoicing, client communication, collection, received payments, deposits, aging summaries, deposit detail reports etc.) -Financial Reports export and thorough analysis with business owners, teaching them about how to read a PNL, Balance Sheet, and other important financial reports: *in portfolio, you will see a redacted export of company financials that I single-handedly produced for one of my current clients earlier this year -Tax Preparation (Forms 1040, 1120-S, 1065, and 1120) -Payroll (Gusto, running payroll, tip allocation calculations, notice & compliance help, etc.) Very extensive use and knowledge of the following software: - QuickBooks Online - Gusto - Microsoft Excel - Google Workspace - Dropbox - And more Looking for short-term assistance with a finance project or a long-term accounting solution? I am here to help. Open and available NOW for hourly rates, fixed-price quotes, and recurring work!
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    Accounting
    Financial Analysis
    Financial Statement
    Income Statement
    Financial Consulting
    Account Reconciliation
    Finance & Accounting
    QuickBooks Online
    Intuit QuickBooks
    Microsoft Excel
    Accounts Payable
    Payroll Accounting
    Balance Sheet
    Budget Management
    Bookkeeping
  • $45 hourly
    I love helping clients with their books! I’m a bookkeeper with more than 7 years experience in all aspects of accounting: Accounts Receivable (Invoicing Customers), Accounts Payable (Paying the Bills), Account Reconciliation (balancing your statements), Payroll, Generating Reports, Account Clean up, Account Catch up, etc. I am very detail oriented. I am a certified advanced QuickBooks Online ProAdvisor. I'm a certified Xero advisor. I am also a certified QuickBooks Online Payroll ProAdvisor. I am a certified Expert with bill.com and I’m Hubdoc certified. I’ve also passed the Intuit Academy Bookkeeping Exam, and I am ready to help you with all your QuickBooks and bookkeeping needs!
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    Xero
    Wave Accounting
    Accounting Report
    Chart of Accounts
    Accounting
    Journal Entries
    Account Reconciliation
    Google Sheets
    QuickBooks Online
    Bookkeeping
    Accounts Payable
    Bank Reconciliation
    Accounts Receivable
    Microsoft Excel
    Intuit QuickBooks
  • $34 hourly
    SUMMARY OF QUALIFICATIONS Industrious and diligent research assistant completing Ph.D. in Criminal Justice with 5+ years' experience conducting qualitative and quantitative research, managing data and documentation, data analysis, and performing literature review searches resulting in 8 publications. Personable professional capable of concisely communicating broad ideas and collaborating with principal investigators, research associates, professors, government agencies, and stakeholders to achieve research goals. Proficient at conducting trauma informed interviews with justice-involved populations.
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    Proofreading
    Academic Writing
    Microsoft Office
    Microsoft Excel
    Teaching
    Data Management
    Survey Question Writing
    Data Analysis
    Stata
    NVivo
    Literature Review
    Quantitative Research
    Research Interviews
    Research Methods
    Qualitative Research
  • $65 hourly
    I'm a lover of numbers with extensive experience in spreadsheets and data analysis. I enjoy creating, fixing and automating spreadsheets for any need, as well as analyzing data to gain insights.
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    Templates
    Spreadsheet Skills
    Visualization
    Data Cleaning
    Tableau
    Data Analysis
    Microsoft Excel
    Google Sheets
  • $125 hourly
    I will transform your data into a sleek, clear, user-friendly masterpiece. I have over 20 years of experience and a top-tier MBA. I look forward to making your job easier.
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    Analytics
    Expert
    Microsoft Excel
  • $45 hourly
    I am a dedicated aspiring Certified Public Accountant (CPA) pursuing a Master of Business Administration (MBA) in Finance and Accounting, with an expected graduation in Spring 2025. My journey in finance began with an investment banking course that sparked my passion for investing. While I chose to prioritize work-life balance for my family over a career in investment banking, I’ve been actively managing client investments and enhancing their financial literacy. As a small business owner, I have gained valuable insights into financial management, marketing, logistics, budgeting, and strategic planning. This practical experience enables me to effectively apply theoretical concepts to real-world scenarios. My academic background includes a Bachelor of Science in Biology and Anthropology, which, combined with my MBA studies, has honed my analytical skills and deepened my understanding of financial principles. I offer a range of services tailored to help individuals and small businesses thrive: *Financial Analysis: In-depth assessment of financial health and growth opportunities. *Investment Strategy Development: Personalized investment plans designed to meet specific goals. *Accounting Services: Comprehensive accounting support for individuals and businesses. *Tutoring and Coaching: Guidance for those looking to excel in finance exams or improve their financial literacy. *Operations Management: Streamlining processes to enhance efficiency and profitability.
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    QuickBooks Online
    Marketing
    Shopify
    Microsoft Excel
    Microsoft PowerPoint
    Email Communication
    Administrative Support
    Office 365
    Scheduling
    Customer Service
    Grammar & Syntax Review
    Grammar
    Data Entry
    English
  • $110 hourly
    I'm a Zapier, Airtable, ClickUp and Kit (ConvertKit) expert specializing in startup operations, business automation, and online communities. Full Tech Stack: • Automation: Zapier, Make.com, TaskMagic, Airtable • Collaboration: Notion, Asana, Clickup • Community: Circle.so, Slack, Discord, WhatsApp, MightyNetworks, Facebook • Workflow Visualization: Miro, Whimsical, Lucidchart • Data Visualization: Airtable Interfaces, Jet Admin • Survey: Typeform, Tally, SurveyMonkey, Jotform, Fillout • Email/CRM: Kit (Convertkit), Klaviyo, Salesforce Marketing Cloud, HubSpot, Copper, MailerLite, Active Campaign, Mailchimp, Bloomerang • Microsoft: Word, Excel, Powerpoint, Forms, OneDrive, Teams • Google: Docs, Sheets, Slides, Drive, Meet • Atlassian: Jira, Confluence, Trello • LMS/Education: Kajabi, Podia, Teachable, Thinkific • AI: ChatGPT, Copy.ai, Zapier Chatbots • Customer Service: Intercom, Zendesk, Salesforce Service Cloud • Payments: Stripe, Chargebee, Classy, Square • Web: Webflow, Squarespace • Events: Lu.ma, RingCentral, Calendly, Zoom
    vsuc_fltilesrefresh_TrophyIcon Excel
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    Typeform
    Marketing Operations & Workflow
    Microsoft Excel
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    Community Strategy
    Zapier
    ConvertKit
    Notion
    Airtable
  • $400 hourly
    𝗜'𝘃𝗲 𝗛𝗲𝗹𝗽𝗲𝗱 𝗗𝗼𝘇𝗲𝗻𝘀 𝗼𝗳 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 Develop AI / ML Prototypes. 🤖 Each one 𝗔𝗻𝘀𝘄𝗲𝗿𝘀 𝗮 𝗞𝗲𝘆 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻: ❝Should we invest more money in data science?❞ Expert-Vetted Badge: Top 1% on Upwork. Free intro call - invite me! We will co-develop a plan to apply AI / ML to your business or product. 📈 👇 Learn More About Me 👇 ----- 𝗪𝗵𝗮𝘁 𝗠𝗮𝗸𝗲𝘀 𝗠𝗲 𝗨𝗻𝗶𝗾𝘂𝗲? ----- I've played many roles: 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞, 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 𝐦𝐚𝐧𝐚𝐠𝐞𝐫, 𝐭𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥 𝐥𝐞𝐚𝐝, 𝐜𝐨𝐧𝐭𝐫𝐢𝐛𝐮𝐭𝐨𝐫, 𝗶𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗼𝗿, and 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭. These diverse perspectives allow me to: 🟢 Ask compelling questions 🟢 Listen with empathy for a stakeholder's role 🟢 Hone in on the most important product features, capabilities and insights. This 𝗺𝗶𝘅 𝗼𝗳 𝘁𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗮𝗻𝗱 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 / 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝘀𝗸𝗶𝗹𝗹𝘀 helps me provide 𝗲𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗮𝗹 𝘃𝗮𝗹𝘂𝗲. ----- 𝗛𝗼𝘄 𝗗𝗼𝗲𝘀 𝗮𝗻 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗚𝗼? ----- We build in cycles: ▶️ We collaborate to set realistic goals. ⤴️ I build a little (or work with a team to build). 🔁 I let you know what I found; we restart. These cycles get larger over time, and stop when you know: "Should you invest more money in data science?" ----- 𝗛𝗼𝘄 𝗠𝘂𝗰𝗵 𝗧𝗶𝗺𝗲 𝗮𝗻𝗱 𝗠𝗼𝗻𝗲𝘆? ----- Cycle   Billed Hours    Key Discussion -------   ---------------  --------------------------- 1     ~5 - 10󠀠     What is the goal? 2      ~10 - 30      Product tradeoffs 3      ~15 - 40     How do we deploy? 4+      ~20 - 60     Product tradeoffs The total project cost depends on: 🟡What you already have in place 🟡Who you already have working on it 🟡Who else you need to bring in ----- 𝗪𝗵𝘆 𝗦𝗵𝗼𝘂𝗹𝗱 𝗬𝗼𝘂 𝗧𝗿𝘂𝘀𝘁 𝗠𝗲? ----- I get great results for my clients, and they will tell you so! ❝ 𝙒𝙤𝙬. 𝘼𝙖𝙧𝙤𝙣 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙𝙨 𝙖𝙡𝙡 𝙩𝙖𝙨𝙠𝙨 𝙗𝙚𝙛𝙤𝙧𝙚 𝙬𝙚 𝙛𝙞𝙣𝙞𝙨𝙝𝙚𝙙 𝙩𝙤 𝙙𝙚𝙨𝙘𝙧𝙞𝙗𝙚 𝙤𝙪𝙧 𝙣𝙚𝙚𝙙𝙨. 𝙃𝙚 𝙞𝙨 𝙫𝙚𝙧𝙮 𝙤𝙥𝙚𝙣 𝙩𝙤 𝙨𝙪𝙜𝙜𝙚𝙨𝙩𝙞𝙤𝙣𝙨 𝙗𝙪𝙩 𝙖𝙡𝙨𝙤 𝙝𝙖𝙫𝙚 𝙜𝙧𝙚𝙖𝙩 𝙨𝙠𝙞𝙡𝙡𝙨 𝙞𝙣 𝙘𝙤𝙢𝙢𝙪𝙣𝙞𝙘𝙖𝙩𝙞𝙣𝙜 𝙝𝙞𝙨 𝙤𝙬𝙣 𝙞𝙙𝙚𝙖𝙨. 𝙃𝙞𝙨 𝙖𝙥𝙥𝙧𝙤𝙖𝙘𝙝 𝙞𝙨 𝙫𝙚𝙧𝙮 𝙨𝙢𝙖𝙧𝙩, 𝙜𝙧𝙚𝙖𝙩 𝙘𝙤𝙢𝙢𝙪𝙣𝙞𝙘𝙖𝙩𝙞𝙤𝙣𝙨 𝙖𝙣𝙙 𝙜𝙧𝙚𝙖𝙩 𝙥𝙧𝙤𝙙𝙪𝙘𝙩 𝙢𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩 𝙨𝙠𝙞𝙡𝙡𝙨. 𝘼𝙨𝙠𝙨 𝙜𝙤𝙤𝙙 𝙦𝙪𝙚𝙨𝙩𝙞𝙤𝙣𝙨 𝙖𝙣𝙙 𝙘𝙖𝙣 𝙙𝙚𝙡𝙞𝙫𝙚𝙧 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙫𝙖𝙡𝙪𝙚. 𝙏𝙤𝙥 𝙥𝙧𝙤𝙛𝙚𝙨𝙨𝙞𝙤𝙣𝙖𝙡! ❞ 🗣 𝗠𝗮𝘁𝗲𝘂𝘀𝘇 𝗞𝗹𝘂𝗽𝗰𝘇𝘆𝗻𝘀𝗸𝗶, CEO of Curulis (50 person company; People Analytics space; Poland based). 🗣 I've also made a difference in full-time leadership roles: 📈 𝗩𝗣 𝗼𝗳 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗮𝘁 𝗔𝗕𝗨𝗩 𝗠𝗲𝗱𝗶𝗮: Built a sales information system and a data-driven marketing investment platform. Developed executive dashboards and a KPI tracker. Resulted in reversing a negative trend and growing revenue +20% y/y. 📈 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿 𝗼𝗳 𝗗𝗮𝘁𝗮 𝗮𝘁 𝗗𝗮𝘁𝗮𝗾𝘂𝗲𝘀𝘁: Consolidated and rebuild trust in data. Built platform to analyze educational content, marketing effectiveness, and company KPI and KRIs. Resulted in growing revenue at +4% m/m. ----- 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗖𝗮𝗽𝗮𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀? ----- I've been an expert technologist for 15+ years (and a technologist for 10 more)! I have a toolkit for every size of data. Here's a representative sample: ▪️ Smallish: Excel, Tableau, Python / Anaconda, sklearn / pandas, MySQL ◾ Bigger: Redshift, Athena, MongoDB, Neo4j, NLTK ◼️ Big: Hadoop + Spark ecosystem; AWS ecosystem, Java / Scala, MLlib I'm also familiar with tools that are not the right fit for prototyping. I'll help you find a faster and cheaper way: ❌ Tensor Flow, PyTorch ----- 𝗪𝗵𝘆 𝗗𝗼 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗟𝗼𝘃𝗲 𝗠𝗲? ----- I listen and I don't waste their money! ❝ 𝘼𝙖𝙧𝙤𝙣 𝙞𝙨 𝙚𝙭𝙘𝙚𝙥𝙩𝙞𝙤𝙣𝙖𝙡. 𝙁𝙧𝙤𝙢 𝙨𝙩𝙖𝙧𝙩 𝙩𝙤 𝙛𝙞𝙣𝙞𝙨𝙝, 𝙝𝙚 𝙬𝙖𝙨 𝙨𝙤 𝙥𝙧𝙤𝙛𝙚𝙨𝙨𝙞𝙤𝙣𝙖𝙡. 𝙃𝙚 𝙬𝙤𝙧𝙠𝙚𝙙 𝙝𝙖𝙧𝙙 𝙩𝙤 𝙙𝙚𝙚𝙥𝙡𝙮 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙 𝙢𝙮 𝙜𝙤𝙖𝙡𝙨 𝙖𝙣𝙙 𝙣𝙚𝙚𝙙𝙨 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙥𝙧𝙤𝙟𝙚𝙘𝙩, 𝙖𝙣𝙙 𝙝𝙚 𝙬𝙖𝙨 𝙘𝙖𝙧𝙚𝙛𝙪𝙡 𝙩𝙤 𝙖𝙧𝙩𝙞𝙘𝙪𝙡𝙖𝙩𝙚 𝙩𝙝𝙚𝙢 𝙗𝙖𝙘𝙠 𝙩𝙤 𝙢𝙖𝙠𝙚 𝙨𝙪𝙧𝙚 𝙬𝙚 𝙬𝙚𝙧𝙚 𝙖𝙡𝙞𝙜𝙣𝙚𝙙. 𝙃𝙚 𝙬𝙖𝙨 𝙞𝙣 𝙘𝙤𝙣𝙨𝙩𝙖𝙣𝙩 𝙘𝙤𝙢𝙢𝙪𝙣𝙞𝙘𝙖𝙩𝙞𝙤𝙣 𝙬𝙞𝙩𝙝 𝙢𝙚 𝙖𝙨 𝙝𝙚 𝙬𝙖𝙨 𝙬𝙤𝙧𝙠𝙞𝙣𝙜, 𝙖𝙣𝙙 𝙬𝙝𝙚𝙣 𝙬𝙚 𝙝𝙞𝙩 𝙥𝙤𝙞𝙣𝙩𝙨 𝙬𝙝𝙚𝙧𝙚 𝙟𝙪𝙙𝙜𝙚𝙢𝙚𝙣𝙩 𝙘𝙖𝙡𝙡𝙨 𝙣𝙚𝙚𝙙𝙚𝙙 𝙩𝙤 𝙗𝙚 𝙢𝙖𝙙𝙚, 𝙝𝙚 𝙥𝙧𝙤𝙫𝙞𝙙𝙚𝙙 𝙢𝙪𝙡𝙩𝙞𝙥𝙡𝙚 𝙧𝙚𝙘𝙤𝙢𝙢𝙚𝙣𝙙𝙖𝙩𝙞𝙤𝙣𝙨 𝙖𝙣𝙙 𝙧𝙚𝙖𝙨𝙤𝙣𝙨 𝙛𝙤𝙧 𝙚𝙖𝙘𝙝. 𝙏𝙝𝙚 𝙚𝙣𝙙 𝙧𝙚𝙨𝙪𝙡𝙩 𝙞𝙨 𝙖 𝙨𝙤𝙡𝙪𝙩𝙞𝙤𝙣 𝙩𝙝𝙖𝙩 𝙄 𝙖𝙢 𝙨𝙤 𝙩𝙝𝙧𝙞𝙡𝙡𝙚𝙙 𝙬𝙞𝙩𝙝! 𝙄 𝙘𝙖𝙣'𝙩 𝙧𝙚𝙘𝙤𝙢𝙢𝙚𝙣𝙙 𝘼𝙖𝙧𝙤𝙣 𝙝𝙞𝙜𝙝𝙡𝙮 𝙚𝙣𝙤𝙪𝙜𝙝! ❞ 🗣 𝗔𝗽𝗿𝗶𝗹 𝗦𝗲𝗶𝗳𝗲𝗿𝘁, Founder of Decision Analytics (Consumer Analytics space; USA based) 🗣 ----- 𝗡𝗲𝘅𝘁 𝗦𝘁𝗲𝗽𝘀 ----- 📞 Invite me to your job on Upwork! Thanks, Aaron Merlob
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