Hire the Best Expense Reporting Professionals

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Mia T.

Calauan, Philippines

$13/hr
4.9
16 jobs

I am a certified QuickBooks Online and Xero bookkeeper with hands-on experience supporting solar and roofing companies, nonprofits, small businesses, digital marketing agencies, and property/real estate operations. I specialize in job costing, bank reconciliations, cleanup and catch-up bookkeeping, AP/AR, payroll processing, onboarding employees, and monthly financial reporting, ensuring your books stay accurate, organized, and audit-ready. Core Bookkeeping Expertise (QBO & Xero) Bank and credit card reconciliations Transaction review and categorization Accounts payable and accounts receivable management Vendor setup and bill & invoice processing Chart of accounts setup and optimization Cleanup and catch-up bookkeeping Monthly financial reporting (P&L, Balance Sheet, Cash Flow) QBO and Xero company setup and migrations Accuracy reviews, troubleshooting, and books cleanup Industry Focus: Solar & Roofing (Job Costing) Job costing for materials, labor, equipment, permits, and overhead Commission tracking for setters, closers, managers, and leadership Review of dealer fees, funding stages, and project profitability Project-based expense tracking and reconciliation Coordination of financial data from CRMs and project management portals Additional Clients & Niches Supported Nonprofits: donation tracking, fund allocation, and grant-related expenses Small Businesses: day-to-day bookkeeping, workflows, and monthly reporting Digital Marketing Agencies: subscription billing, contractor payments, and ad-spend reconciliation Property & Real Estate: expense tracking, maintenance costs, and rental/asset bookkeeping Admin & System Support Email and file organization Google Workspace (Docs, Sheets, Drive) Data entry and operational support Quick adaptability to CRMs and internal systems I provide accurate books, clear financial reports, timely communication, and dependable ongoing support. If you’re looking for a bookkeeper who understands service-based businesses, contractors, solar and roofing workflows, nonprofits, property management, and digital marketing operations, I’m here to help keep everything running smoothly. If you need consistent monthly support, clean reconciliations, and well-organized financial records, feel free to reach out, I’m ready to get started.

  • Bookkeeping
  • QuickBooks Online
  • Xero
  • Bank Reconciliation
  • Financial Reporting
  • Data Entry
  • Invoicing
  • Inventory Management
  • Accounting Basics
  • Virtual Assistance
  • Microsoft Excel
  • Google Sheets
Whirley Joy Q.

General Santos, Philippines

$6/hr
5.0
14 jobs

I’m a detail-oriented bookkeeper specializing in QuickBooks, helping small businesses and corporations keep their financial records accurate, organized, and decision-ready. I currently manage bookkeeping for 5+ clients across different industries, including construction, where precision and project-based tracking are critical. My work focuses on maintaining clean books, ensuring consistency, and delivering reliable financial reports every month. My core services include: Monthly bookkeeping and account reconciliation Transaction categorization and financial organization Preparation of Profit & Loss, Balance Sheet, and Cash Flow reports Project-based transaction classification (job costing) 1099 preparation and support I follow a structured workflow to ensure accuracy—from weekly transaction management to complete month-end closing—allowing clients to stay on top of their finances without stress. I work independently, meet deadlines consistently, and maintain a high level of attention to detail in every account I handle. My goal is to provide clear, reliable financial data that supports smarter business decisions.

  • Data Entry
  • Financial Accounting
  • Accounts Receivable
  • Microsoft Excel
  • Google Docs
  • Microsoft Office
  • Accounting Basics
  • Accounts Payable Management
  • Research & Development
  • HubSpot
  • Bookkeeping
  • Real Estate Acquisition
  • Market Research
Barry D.

Atimonan, Philippines

$5/hr
5.0
7 jobs

Hi, I'm Barry De Jesus, a Financial Operations Specialist with over 10 years of experience supporting businesses through invoice processing, expense auditing, financial data validation, and administrative operations. My background includes 9+ years with SAP Concur, where I specialized in travel and expense auditing, invoice capture, VAT/GST compliance, and high-volume financial transaction reviews. I also supported a UK-based engineering company with invoice processing, Sage accounting, Xero data migration, bank reconciliation, and financial record management. Currently, I review expense and disbursement submissions for accuracy and compliance, validating receipts, financial records, and supporting documentation while ensuring transactions follow established policies and procedures. I enjoy working with structured processes, maintaining accurate financial records, and helping businesses streamline their administrative and financial operations. Here's how I can support your business: Financial Operations Invoice Processing Expense Report Review Accounts Payable & Accounts Receivable Support Receipt Verification Financial Data Validation Transaction Review Financial Compliance Review VAT/GST Audit Support Administrative Support Spreadsheet Management Vendor Documentation File Organization Reporting Support Data Migration Administrative Operations Software & Tools Accounting & Finance SAP Concur Xero Sage Accounting Productivity Microsoft Excel Microsoft Outlook Microsoft Teams SharePoint Google Sheets Google Drive Why clients enjoy working with me ✔ Over 10 years of experience in financial operations and expense management ✔ Strong attention to detail with experience reviewing high-volume financial transactions ✔ Reliable, responsive, and committed to meeting deadlines ✔ Quick to learn new software and client-specific workflows ✔ Trusted to handle confidential financial information with professionalism If you're looking for someone who can keep your financial records accurate, organized, and audit-ready, I'd be glad to support your business.

  • Expense Reporting
  • Data Entry
  • Google Docs
  • Administrative Support
  • Light Bookkeeping
  • Accounts Payable
  • Accounts Receivable
  • Financial Reporting
  • Xero
  • Sage
  • Google Sheets
  • Invoice
Jennifer S.

Overland Park, Kansas

$25/hr
5.0
12 jobs

Hi! I'm Jennifer, an experienced administrative and accounting support professional with more than 10 years of helping businesses stay organized, keep up with invoices and paperwork, and provide excellent customer service. If you're behind on administrative work or need someone dependable to keep your office running smoothly, I can help. Services I provide: ✔ Accounts Payable and invoice processing ✔ Billing and payment tracking ✔ QuickBooks data entry and bookkeeping support ✔ Spreadsheet organization and data cleanup ✔ Accurate data entry and database updates ✔ Administrative support and document management ✔ Customer service by phone, email, and chat ✔ Online research and reporting I've worked in medical, legal, financial, and corporate environments where accuracy, confidentiality, and meeting deadlines were essential. I'm comfortable learning new software quickly and can work independently with minimal supervision. I pride myself on being dependable, organized, and easy to work with. My goal is simple: help you clear your backlog, stay organized, and free up your time so you can focus on running your business. Whether you need a few hours of support or ongoing assistance, I'd be happy to discuss how I can help.

  • Inbound Inquiry
  • File Documentation
  • Communications
  • Data Entry
  • Typing
  • Calendar Management
  • Vendor & Supplier Outreach
  • Online Research
  • Customer Service
  • Virtual Assistance
  • Administrative Support
  • Computer Skills
  • Customer Support Plugin
  • QuickBooks Online
  • Accounts Payable
  • Accounts Receivable
Kirsten H.

Emporia, Kansas

$35/hr
5.0
6 jobs

I help small businesses and growing teams stay organized, financially clear, and stress-free. With 10+ years of experience in finance, accounting, and FP&A, I bring both precision and big-picture insight to every project. I specialize in bookkeeping, administrative support, and financial reporting — combining strong technical skills with a dependable, proactive approach. Bookkeeping Services • QuickBooks Online setup & cleanup • Monthly reconciliations and transaction management • Invoicing, AP/AR tracking, and expense categorization • Budgeting, forecasting, and cash flow tracking Administrative Support • Email and calendar management • Document organization & reporting templates • Data entry, spreadsheet tracking, and file management • Process improvement and workflow coordination Financial Planning & Analysis (FP&A) • Budget creation and variance analysis • KPI dashboards and management reporting • Excel and Google Sheets data visualization • Financial insights for decision-making My goal is to make your finances — and your operations — feel simple, structured, and under control. Let’s build a system that helps your business run smoothly.

  • Financial Analysis
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Payroll Accounting
  • Microsoft Excel PowerPivot
  • QuickBooks Online
  • Microsoft Power BI
  • Data Visualization
  • Data Analysis
  • Virtual Assistance
  • Calendar Management
  • Email Management
  • Data Entry
  • Bookkeeping
Jamie K.

Scottsboro, Alabama

$25/hr
5.0
4 jobs

With over 16 years of diverse experience in customer service, bookkeeping, and healthcare administration, I am dedicated to delivering exceptional results for your business. As the owner of my freelance company, I specialize in managing remote projects, implementing process improvements, and driving growth. My expertise includes: Financial Management & Bookkeeping: Proficient in QuickBooks and payroll management, I ensure your financial operations run smoothly and accurately. Healthcare Administration: Skilled in healthcare management and billing, I streamline processes to enhance efficiency. Business Development & Digital Marketing: I assist businesses in optimizing their online presence and achieving strategic growth. I am committed to precision and clear communication, building lasting relationships with clients, teams, and patients. If you're seeking a detail-oriented professional to elevate your business processes, let's connect and discuss how I can contribute to your success!

  • Light Bookkeeping
  • Payroll Accounting
  • QuickBooks Online
  • Balance Sheet
  • Account Reconciliation
  • Accounts Payable
  • Accounts Receivable
  • Data Entry
  • Transaction Data Entry
  • Management Skills
  • Customer Service
  • Administrative Support
  • Google Docs
  • Medical Billing
  • Content Creation
  • Email Communication
  • Microsoft Excel
  • Canva
  • Virtual Assistance
  • Book Review

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How to Hire Top Expense Reporting Specialists

How to hire expense reporting specialists

Expense reporting is a necessary part of running any business. Expense reporting specialists can help you track business expenses so that you’ll be better prepared to manage costs and prep taxes. 

So how do you hire expense reporting specialists? What follows are some tips for finding top expense reporting specialists on Upwork.

How to shortlist expense reporting professionals

As you’re browsing available expense reporting consultants, it can be helpful to develop a shortlist of the professionals you may want to interview. You can screen profiles on criteria such as:

  • Industry fit. You want an expense reporting specialist who understands the nuances of tracking expenses in your industry. 
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., bookkeeping with QuickBooks).
  • Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular expense reporting specialist.

How to write an effective expense reporting job post

With a clear picture of your ideal expense reporting specialist in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project. 

An effective expense reporting job post should include: 

  • Scope of work: From tracking expenses to creating expense report templates, list all the deliverables you’ll need. 
  • Project length: Your job post should indicate whether this is a smaller or larger project. 
  • Background: If you prefer experience with certain industries or bookkeeping software, mention this here. 
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to get organized by tracking all your business expenses? Log in and post your expense reporting job on Upwork today.

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EXPENSE REPORTING SPECIALISTS FAQ

Frequently asked questions

What is expense reporting? 

Expense reporting is the practice of recording business expenses for tax and legal purposes. 

Here’s a quick overview of the skills you should look for in expense reporting professionals:

  • Expense reporting
  • Administrative support
  • Expense tracking tools (e.g., Abacus, QuickBooks, ExpensePoint)
  • Spreadsheets (e.g., Microsoft Excel, Google Sheets)

Why do you want to hire expense reporting specialists?

The trick to finding top expense reporting specialists is to identify your needs. Is your goal to create an expense report employees can use to track business expenses such as work travel? Or do you require general bookkeeping of business expenses using expense tracking software such as Abacus? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life. 

How much does it cost to hire an expense reporting specialist?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced expense reporting specialist may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
  • A contractor who is still in the process of building a client base may price their expense reporting services more competitively. 

Which one is right for you will depend on the specifics of your project.