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Shubham R.

Mumbai, India

$20/hr
5.0
10 jobs

Iโ€™m a Certified Public Accountant (CPA) with over 10 years of experience in accounting, taxation, and financial advisory, including 6 years at Ernst & Young (EY). I currently support 80+ businesses with their accounting, bookkeeping, and tax requirements, and have successfully prepared 300+ tax returns across individuals and business entities. In addition to my CPA qualification, I am a CFA Level III candidate, which allows me to bring a deeper financial and analytical perspectiveโ€”especially valuable for business owners looking beyond compliance and toward strategic growth. What I do best: Bank Reconciliation, Accounts Payable, Accounts Receivable Catch-up Bookkeeping, Clean-up Bookkeeping, Monthly Bookkeeping Financial Reporting, Cash Flow, GAAP Full-service accounting & bookkeeping (accrual-based, clean and audit-ready) US Taxation, Tax Preparation, Tax Filing Form 1040, 1040-NR, 1120, 1120S, 1065, 1099, W-2 IRS, PTIN, State Tax Returns Small Business Tax, Self-Employed, S-Corp, LLC Tax Financial statement preparation & review M&A support (due diligence, financial analysis, deal structuring) Cash flow forecasting & financial planning Payroll & sales tax compliance ๐Ÿš€ Why Clients Work With Me Managed accounting & tax for 80+ U.S. businesses Prepared 300+ tax returns Ex-Big 4 (EY) experience โ€“ strong technical foundation Strong understanding of U.S. GAAP & tax laws Focus on accuracy, timeliness, and proactive communication Ability to handle complex, multi-entity structures Experience working with CPAs, law firms, and business owners ๐Ÿข Industries Served Construction & Contractors Law Firms (Trust/IOLTA accounting) Restaurants & Retail E-commerce (Shopify, Stripe, Amazon) Professional Services Real Estate & Property Management Startups & Small Businesses ๐Ÿงฐ Tools & Software Expertise QuickBooks Online (QBO) / Desktop Xero Zoho Books Gusto / ADP Payroll Stripe, Shopify, Toast Clio (Law firms) Excel (Advanced financial modeling) ๐Ÿ“Š Services Offered ๐Ÿ”น Accounting & Bookkeeping Monthly bookkeeping (categorized, reconciled, clean books) Catch-up & clean-up work Bank, credit card & loan reconciliations Financial reporting (P&L, Balance Sheet, Cash Flow) ๐Ÿ”น Tax Services Individual Tax Returns (Form 1040) Business Tax Returns (1120, 1120S, 1065) Tax planning & optimization Amended returns & IRS notices handling ๐Ÿ”น Advisory & CFO Services Cash flow forecasting (including 13-week models) Budgeting & financial planning KPI reporting & business insights Strategic advisory for growth & profitability ๐Ÿ”น M&A & Financial Analysis Due diligence support Financial modeling & valuation insights Deal structuring assistance Post-acquisition integration support ๐Ÿ“ˆ Client Results Helped businesses clean up books with $1M+ discrepancies Reduced tax liabilities through strategic planning Built cash flow systems helping businesses manage liquidity effectively Supported clients in scaling operations with structured financial systems ๐Ÿ’ฌ What You Can Expect Clear communication & quick turnaround Proactive problem-solving (not just data entry) Organized and audit-ready financials Long-term partnership mindset ๐ŸŽฏ Call to Action If you're looking for a reliable CPA who can handle your accounting, taxes, and financial strategy end-to-end, feel free to message me. Iโ€™d be happy to understand your business and see how I can help.

  • CPA
  • Tax Preparation
  • Bookkeeping
  • Intuit QuickBooks
  • Mergers & Acquisitions
  • Due Diligence
  • US Taxation
  • Light Bookkeeping
  • Finance & Accounting
  • Bank Reconciliation
  • Payroll Accounting
  • Financial Planning
  • Financial Projection
  • Financial Modeling
  • Financial Management
  • Xero
  • Zoho Books
  • Accounting
  • Fund Accounting
  • Cash Flow Analysis
Ajita T.

Bengaluru, India

$20/hr
5.0
9 jobs

๐—ฆ๐˜๐—ฟ๐˜‚๐—ด๐—ด๐—น๐—ถ๐—ป๐—ด ๐˜„๐—ถ๐˜๐—ต ๐—บ๐—ฒ๐˜€๐˜€๐˜† ๐—ฏ๐—ผ๐—ผ๐—ธ๐˜€, ๐—ฝ๐—ฎ๐˜†๐—ฟ๐—ผ๐—น๐—น ๐—ถ๐˜€๐˜€๐˜‚๐—ฒ๐˜€, ๐—ผ๐—ฟ ๐˜๐—ฎ๐˜… ๐—ฑ๐—ฒ๐—ฎ๐—ฑ๐—น๐—ถ๐—ป๐—ฒ๐˜€? Youโ€™re not the only one - many business owners find accounting tasks overwhelming and time-consuming. Thatโ€™s exactly where I can help. I support small businesses, startups, and U.S. taxpayers by keeping their bookkeeping organized, their financials accurate, and their compliance on track. Iโ€™m ๐—”๐—ท๐—ถ๐˜๐—ฎ, a ๐—–๐—ต๐—ฎ๐—ฟ๐˜๐—ฒ๐—ฟ๐—ฒ๐—ฑ ๐—”๐—ฐ๐—ฐ๐—ผ๐˜‚๐—ป๐˜๐—ฎ๐—ป๐˜ (๐—–๐—ฃ๐—” ๐—˜๐—พ๐˜‚๐—ถ๐˜ƒ๐—ฎ๐—น๐—ฒ๐—ป๐˜), listed in the ๐—œ๐—ฅ๐—ฆ ๐——๐—ถ๐—ฟ๐—ฒ๐—ฐ๐˜๐—ผ๐—ฟ๐˜†, and currently pursuing the ๐—˜๐—ป๐—ฟ๐—ผ๐—น๐—น๐—ฒ๐—ฑ ๐—”๐—ด๐—ฒ๐—ป๐˜ (๐—˜๐—”) license. I bring over ๐Ÿญ๐Ÿฌ+ ๐˜†๐—ฒ๐—ฎ๐—ฟ๐˜€ of experience in bookkeeping, financial reporting, payroll, compliance, and U.S. tax support. My assurance background gives me a strong foundation in accuracy, controls, and structured processes. ๐—›๐—ผ๐˜„ ๐—œ ๐—–๐—ฎ๐—ป ๐—›๐—ฒ๐—น๐—ฝ โ€ข QuickBooks Online Cleanup & Setup Organizing messy books, fixing old data, setting up clean workflows, and preparing accurate, reliable financials. โ€ข Monthly Bookkeeping & Reporting Accurate reconciliations, monthly statements, cash flow updates, and decision-ready reports. โ€ข Payroll Management (Gusto, QuickBooks Payroll, ADP) Setting up payroll, monthly processing, and ensuring compliance. โ€ข Sales Tax & Compliance Preparing reports, reconciling data, and ensuring timely filings. โ€ข U.S. Tax Support (1040, 1120S, 1065, 1099) Year-end bookkeeping support, preparation assistance, 1099 filings, W-9 management, and clean tax-ready books. ๐—ช๐—ต๐˜† ๐—–๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€ ๐—ช๐—ผ๐—ฟ๐—ธ ๐—ช๐—ถ๐˜๐—ต ๐— ๐—ฒ โ€ข 10+ years of experience across bookkeeping, compliance, and reporting โ€ข Audit-strong mindset from assurance background โ€ข Clear communication and dependable turnaround โ€ข Structured, organized workflows that reduce errors โ€ข Practical, easy-to-maintain systems for business owners I aim to give businesses clarity, confidence, and peace of mind, whether they are catching up on overdue books or looking for consistent monthly support

  • Accounting
  • Bookkeeping
  • Financial Planning
  • Intuit QuickBooks
  • Xero
  • Accounts Receivable Management
  • QuickBooks Online
  • Accounts Receivable
  • Chart of Accounts
  • Financial Report
  • Bank Reconciliation
  • Certified Tax Preparer
  • US Taxation
  • Tax Planning & Advisory
Akansha D.

Indore, India

$15/hr
5.0
36 jobs

US Tax Preparer & Bookkeeping Specialist with 5+ years experience supporting CPA firms and US businesses. I prepare and review 1040, 1120S, 1120, 1065, and 1041 tax returns and manage full-cycle bookkeeping using QuickBooks and Xero. I am a Certified Public Accountant (CPA) and US Tax Professional, Bookkeeper, and Financial Advisor with 5+ years of hands-on experience supporting businesses, entrepreneurs, and high-net-worth individuals across the United States. I help clients gain clarity, control, and confidence in their finances while ensuring full compliance with US tax laws and accounting standards. My expertise spans end-to-end bookkeeping, advanced tax preparation, tax planning, and financial advisory services. From managing daily accounting operations to handling complex corporate and cross-border tax matters, I deliver accurate, timely, and strategically sound financial solutions tailored to each clientโ€™s goals. I specialize in turning disorganized or overdue books into clean, audit-ready financial records, optimizing tax positions, and delivering actionable insights that support smarter business decisions. Clients trust me not just as a service provider, but as a long-term financial partner who proactively identifies risks, cost-saving opportunities, and growth strategies. I am highly proficient in industry-leading accounting and tax platforms including QuickBooks (Online & Desktop), Xero, Sage, Drake, Lacerte, ProConnect, ProSeries, and CCH Axcess, and I adapt quickly to new systems and workflows. My work is defined by precision, confidentiality, and reliability, with clear communication at every stage. Why Clients Choose Me - Stress-free bookkeeping & tax compliance - Accurate, organized, and audit-ready records - Proactive tax planning & cost optimization - On-time filings with zero guesswork - Transparent communication & dependable support Core Services Bookkeeping & Accounting Full-Cycle Bookkeeping & General Ledger Maintenance Accounts Payable & Receivable Bank & Credit Card Reconciliations Payroll Processing & Compliance Monthly, Quarterly & Annual Financial Statements US Taxation & Compliance Individual (1040), Corporate (1120 / 1120S), Partnership (1065), Trust & Estate (1041) Returns Tax Planning, Advisory & Optimization Foreign-Owned & Multi-Entity Compliance Tax Return Review & IRS Compliance Checks Employee Retention Credit (ERC) Filings LLC Dissolution & C-Corp Accounting Financial Advisory & Consulting Budgeting, Forecasting & Profitability Analysis Cash Flow Planning & Financial Health Reviews Business Setup & Structural Guidance Software Conversion & Cleanup (Xero โ†” QuickBooks) Whether you need ongoing bookkeeping, precise tax filings, or strategic financial guidance, I ensure your finances are structured, compliant, and optimized so you can focus on growing your business with complete peace of mind.

  • Accounting
  • Accounting Basics
  • Bookkeeping
  • Light Bookkeeping
  • Financial Planning
  • Tax Return
  • IRS Resolution
Srikanth A.

Hyderabad, India

$20/hr
4.9
96 jobs

If your accounts receivable is aging past 90 days or claims keep getting denied, you're losing revenue you've already earned. I recover it. I'm a Medical Billing and Revenue Cycle Management (RCM) specialist with 13+ years of experience and a 100% Job Success Score, focused on aged AR, denial resolution, and payer-specific appeals for US healthcare providers. Most AR problems aren't solved by more follow-ups. The right move depends on the payer and the denial type so I diagnose why claims get stuck, then fix the process, not just the symptom. Recent results: Recovered $15,000+ from 90+ day AR for a US multi-specialty clinic Reduced aged AR by 25% for a Montana non-profit community hospital (61% of its AR was sitting over 180 days) Improved collections on high-denial accounts and cut repeat denials for key payers Across the full revenue cycle, I handle charge entry, claim submission, insurance verification and eligibility checks, payment posting, AR follow-up, denial management, and appeals plus clean-claim submission upstream to stop denials before they start. I've worked hands-on across AdvancedMD, Tebra, eClinicalWorks, athenahealth, Epic, SimplePractice, TherapyNotes, and PracticeQ/IntakeQ spanning multi-specialty, community-hospital, and behavioral-health practices, adapt quickly to new payer workflows. I also build the reporting that makes billing visible. Using Excel and Google Sheets, I turn messy claims data into decision-ready denial dashboards and AR trackers. For example, I analyzed 1,189 line items of CPT 87798 claims into a payer-level denial summary the billing team could act on immediately. This is where 13 years of billing meets hands-on data work: I track the metrics that actually matter: clean claim rate, net collection, AR days, denial rate, and first-pass yield so you can see exactly where revenue is leaking. I work US business hours, so you get same-day communication and updates, not a 12-hour lag. If you're dealing with aging AR, denied claims, or a billing backlog, send me a message or invite with a quick note about your setup. I'll give you an honest read on where revenue is being lost and what I'd fix first.

  • Medical Billing
  • Revenue Cycle Management
  • Accounts Receivable Management
  • Insurance Claim Submission
  • Medical Billing & Coding
  • Insurance Verification
  • HIPAA
  • Electronic Health Record
  • Medical Mastermind Medical Billing Services
  • Medical Terminology
  • eClinicalWorks
  • Medical Records
  • Healthcare Common Procedure Coding System
  • Microsoft Excel
  • Google Sheets
  • Spreadsheet Automation
  • Healthcare
  • EMR Data Entry
  • Virtual Assistance
Prabhakar T.

Ludhiana, India

$18/hr
5.0
48 jobs

Are you an e-commerce business owner spending more time untangling your books than actually growing your business? I help Shopify sellers, Amazon FBA brands, and multi-channel DTC operators get clean, accurate, and fully reconciled financials, with tax compliance locked down across every jurisdiction you sell in. With 9+ years in accounting and 5+ years focused exclusively on e-commerce, I've worked with brands at every stage, from early-stage Shopify stores to 4 Shark Tank-featured DTC brands and businesses that have gone on to successful exits and acquisitions. That range of experience is what makes my work different. โœ… What I Focus On: ๐Ÿ“š E-Commerce Bookkeeping: Accurate, platform-specific bookkeeping across Shopify, Amazon, Etsy, TikTok, Faire, and WooCommerce. Every payout reconciled, every fee accounted for, every channel clean. ๐Ÿ” Catch-Up & Cleanup Months or years behind? I specialize in historical cleanups, bank reconciliations, payment gateway reconciliations (Shopify Payments, Stripe, PayPal, Amazon, Walmart), and rebuilding books that have gone off the rails. ๐Ÿงพ Tax & Compliance: US ยท UK ยท Canada ยท Australia ๐Ÿ‡บ๐Ÿ‡ธ United States: Sales tax across around 42 states, nexus analysis, and filing management ๐Ÿ‡ฌ๐Ÿ‡ง United Kingdom: HMRC, VAT registration and returns ๐Ÿ‡จ๐Ÿ‡ฆ Canada: GST/HST (CRA), provincial compliance ๐Ÿ‡ฆ๐Ÿ‡บ Australia: BAS preparation and lodgement, GST registration, ATO compliance, and Xero for Australian entities Multi-jurisdiction complexity is my specialty, you will never miss a filing or a deadline, regardless of where you sell. โ˜๏ธ Cloud Accounting Setup & Management As a Xero Certified Advisor and QuickBooks Online Certified ProAdvisor โ€” setup, chart of accounts structuring, integrations, and ongoing management built specifically for e-commerce workflows. Xero experience spans both Australian and international entities. ๐Ÿ“Š Reporting That Actually Makes Sense Real-time P&L, channel-level profitability reports, and Google Looker Studio dashboards, built for founders, not accountants. ๐Ÿ† CFO Experience & Exit-Ready Financials Having served as a Fractional CFO for multiple 8-figure e-commerce brands, including 4 brands that appeared on Shark Tank, I understand what investor-grade and acquisition-ready financials actually look like. Clean books aren't just about compliance; they're about valuation. Messy financials kill deals, compress multiples, and create last-minute due diligence nightmares. I've helped brands structure their financials specifically to support strong valuations, clean revenue recognition, accurate COGS, defensible margin reporting, and the kind of audit-ready books that hold up under investor or acquirer scrutiny. FYI, My CFO engagements are currently at capacity, but that experience directly elevates every bookkeeping and tax engagement I take on. You get books that don't just satisfy your accountant, they satisfy a buyer. โœ… Why Clients Stay Long-Term: * Xero Certified Advisor & QBO Certified ProAdvisor, not self-taught, not generalist; certified on the exact tools your books run on * Every channel reconciled, Shopify, Amazon, Walmart payouts matched to the penny * Proactive on compliance, no missed filings, no surprise tax bills * Multi-currency, multi-jurisdiction, multi-platform, the complexity others avoid is where I work best * Clean books delivered on time, every month, with a clear summary you can actually read * Financials structured for growth, fundraising, or exit โ€” not just tax season Whether you need a fresh start on your books, ongoing monthly accounting, or financials that can stand up to investor scrutiny, let's talk.

  • Bookkeeping
  • Intuit QuickBooks
  • Ecommerce
  • Xero
  • Ecommerce Website
  • GAAP
  • Tax Accounting
  • Amazon
  • Shopify
  • Walmart.com
  • Instagram
  • Goods & Services Tax
  • US Taxation
  • QuickBooks Online
  • Zoho Books
Shivam A.

Delhi, India

$7/hr
4.9
54 jobs

Quickbooks ProAdvisor and Xero certified with experience in Wave, Zoho, Odoo, Freshbooks for overs 8 years. ***** 5- "Iโ€™ve had the pleasure of working with Shivam on three projects now, and once again, he delivered excellent results. For the latest project involving Accounts Reconciliation and Data Entry, Shivam demonstrated great attention to detail, accuracy, and efficiency. His accounting expertise is evident, and he consistently meets deadlines while maintaining clear communication throughout the process. I highly recommend Shivam for any accounting or data-related work and look forward to collaborating with him on future projects." ***** 5- "I hired Shivam for QuickBooks data entry related to transaction input, and Iโ€™m very pleased with his work. He showed strong proficiency with QuickBooks, was detail-oriented, and ensured accurate and timely data entry throughout the project. Communication was clear and responsive, making the collaboration smooth and efficient. I highly recommend Shivam for anyone needing reliable and skilled QuickBooks data entry support." I specialize in helping businesses manage their financial records efficiently using QuickBooks, Xero, Wave, Zoho, Odoo and many other accounting software. I am proficient in bookkeeping, financial analysis, and budget management. My expertise includes using accounting software for seamless bookkeeping and financial reporting. I work closely with small businesses to streamline their accounting processes, ensuring accurate tax filings and optimized financial health. My goal is to save you time and reduce accounting errors. Also I have working experience on various online platforms like Amazon, Stripe, Shopify, Etsy, eBay, Previously, I've worked with clients from diverse industries, helping them achieve compliance and financial clarity. One of my client projects increased their efficiency by 30% Services we offered: 1- Bookkeeping with any accountancy software 2- Account clean up 3- Month/Quarter/Year-end accounts 4- A/R, A/P, Bank Reconciliations 5- Inventory/stock management 7- Payroll processing Let's discuss how I can support your business's financial goals. Feel free to reach out for a consultation.

  • QuickBooks Online
  • Xero
  • Bookkeeping
  • Wave Accounting
  • Zoho Books
  • Payroll Accounting
  • Account Reconciliation
  • Balance Sheet
  • Chart of Accounts
  • Income Statement
  • Payroll Reconciliation
  • Accounting
  • Account Management
  • Intuit QuickBooks
  • Odoo

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