Name: Financial Accountants
Brand: Upwork
Rating: 4.7 (149 reviews)

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Clients rate Financial Accountants

4.7/5

based on 149 client reviews

$175 hourly
Ryan C.
- 4.9/5
- (343 jobs)
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

Financial Accounting
Intuit Lacerte Tax
International Taxation
Xero
Corporate Tax
GAAP
US Taxation
Intuit QuickBooks
Bookkeeping
Tax Preparation
Microsoft Excel
$70 hourly
Ruth Y.
- 5.0/5
- (14 jobs)
Over 7 years working as an external auditor for the State performing regulatory, operational and financial compliance, and financial reviews. Have analytical, problem-solving, diagnostic, researching, and project management skills. Write audit reports. Have a Bachelor in Accounting, MBA in Finance, and a CPA license. Have knowledge of accounting standards and principles, auditing principles, stock analysis, theoretical portfolio management, real estate principles, and financial analysis of firm. Here to make extra money. Glad to assist in your accounting, auditing, or financial needs.

Financial Accounting
Cost Accounting
Financial Reporting
Financial Analysis
Financial Management
Financial Statement
Financial Presentation
Real Estate Financial Modeling
Financial Audit
$135 hourly
Youness S.
- 5.0/5
- (7 jobs)
I am a CPA and Xero Certified Advisor working in the profession for over 14 years. During my career I have gone from working for the big 4 accounting firm Ernst & Young, to a partner at a boutique accounting firm in the San Francisco Bay Area, focusing on small businesses and individual accounting and taxation needs. I provide a variety of services, including, but not limited to, Business Consulting, Bookkeeping, Tax Preparation and Advisory, Accounting System Assistance/Implementation, Financial Statement Compilations and Reviews. I also run a Xero certified advisor practice that can help create a semi-automated bookkeeping system for your company and assist you in making more financially informed and timely business decisions. I've served as an external controller for a variety of small businesses, providing them with financial and tax advisory, sales and use tax preparation, implementation of accounting systems including training of staff on proper procedures and use of software. My mission is to help my clients succeed through reliable, high quality, trusted service that they can depend on.

Financial Accounting
CPA
Financial Statement
Tax Preparation
Bookkeeping
Tax Return
Accounting Principles & Practices
Tax Planning & Advisory
$125 hourly
Haroon I.
- 5.0/5
- (21 jobs)
Haroon Imtiaz, CPA provides accounting, tax, and advisory services to individuals, small to mid-sized businesses, as well as institutional clients across the United States, Canada, and the United Kingdom. Haroon Imtiaz, CPA has over 15 years of working experience which importantly includes around five years of working experience in Big 4 audit firms. He has provided Audit and Assurance, Risk Advisory, Due diligence, and Accountancy services for various Public & Private sectors while working in managerial roles at KPMG and PWC. In recent years, he has led various engagements, advising some of largest public listed institutions and government agencies in various projects ranging from audits as per GAAS, IAS, and Big Four Audit Methodologies; and various GAAP, IFRS, and regulatory compliance engagements. He is a California-licensed CPA. In his role as Advisory Leader, he is responsible for driving a sustainable practice with strong markets and client focus while upholding the quality agenda.

Financial Accounting
Marketing Audit
Accounting Software
CPA
Bookkeeping
IRS Income Tax Audits
QuickBooks Online
Xero
Intuit QuickBooks
Tax Return
Tax Preparation
Financial Audit
Bank Reconciliation
$150 hourly
Alex Y.
- 5.0/5
- (14 jobs)
I am a Certified Public Accountant in the state of California with 20+ years of accounting and tax experience. Since I began my profession, my career path permitted me to gain unequaled experiences from servicing a wide range of industries while at large globally recognized financial consulting firms and publicly-traded companies. My goal is to share my vast business, tax, and accounting experiences and knowledge to help my clients succeed.

Financial Accounting
Company Registration
US Taxation
Corporate Tax
Bookkeeping
Intuit TurboTax
Intuit Proconnect Tax
QuickBooks Online
Tax Accounting
CPA
Accounting
Sales Tax
Tax Return
Tax Preparation Software
Tax Preparation
$56 hourly
Jeff A.
- 5.0/5
- (12 jobs)
Provide services in the way of: financial modeling, accounting/bookkeeping, and budgeting/forecasting. Over 25 years of experience in finance/accounting/banking. This includes 2 years of real estate/land development valuation, 2 years of mergers & acquisition valuation, and over 10 years of cash flow forecasting and management. Previous industries include: banking, software development, real estate, global logistics, and executive search.

Financial Accounting
Financial Modeling
Microsoft Excel
Financial Analysis
$250 hourly
Sheena N.
- 4.7/5
- (12 jobs)
I am an Enrolled Agent and a Chartered accountant with over 17 years of experience in US Taxation, Accounting & Bookkeeping. I have experience in working on all types of tax returns and various entities and states. I have worked on various tax preparation software like Proconnect, Lacerte, Pro series. ProFx, Ultra Tax etc. Be assured of Utmost Client Privacy, Competitive cost advantage, and Quick turnaround times.

Financial Accounting
Financial Reporting
Corporate Tax
Intuit Lacerte Tax
Intuit Proconnect Tax
Intuit QuickBooks
Tax Preparation
$25 hourly
Nicole M.
- 4.5/5
- (11 jobs)
🌟 YEARS of EXPERIENCE in Virtual and In-Person Bookkeeping & Administrative Support ✅ AVAILABLE NOW to help streamline your business finances and operations 🌟 EXCEL BLACK BELT CERTIFIED I offer a full suite of virtual assistance and business setup services to help streamline daily operations and support growth for businesses at any stage. With expertise in setting up domain emails, password manager, organizing shared drives, and establishing effective Slack or Teams channels, I help teams start strong with organized, scalable processes. I also provide top-notch bookkeeping services, including accurate financial tracking, reporting, and category management. My goal is to help businesses run smoothly and efficiently, allowing leaders to focus on their growth and strategy. Let’s build the backbone of your business together! I specialize in bookkeeping, accounting support, and Excel-driven data analysis and reporting. My certification in Excel ensures you get clear, precise financial insights. Alongside my virtual assistance skills, I can help organize both your business and personal life—from managing finances to keeping things running smoothly behind the scenes. *📊 Excel Expertise: Certified Excel Specialist with a knack for turning raw data into actionable insights. I make spreadsheets functional and visually appealing to keep your books organized. *📋 Bookkeeping Specialist: QuickBooks Certified & skilled in managing A/R, reconciliations, and payroll. I've provided expert accounting support to over 1,000 members and clients in previous roles. *💬 Customer Care & Financial Communication: Experienced in liaising with clients, handling financial inquiries, and ensuring smooth operations with attention to detail and accuracy. *📅 Administrative Support: From email responses and task management to meeting note-taking and calendar coordination, I keep everything on track so you can focus on what matters most. I am excited about the opportunity to contribute to you and your team. Please let me help take some weight off of you and help you focus on what you really want to do.

Financial Accounting
Intuit QuickBooks
Wave Accounting
Scheduling
LinkedIn Development
Google Sheets Automation
Administrative Support
Sage Intacct
Freshdesk
Ticketing System
Bookkeeping
Data Management
Google Sheets
Data Entry
Microsoft Excel
$50 hourly
Gabriel A H.
- 5.0/5
- (31 jobs)
ARE YOU READY TO UNLOCK YOUR BUSINESS'S TRUE FINANCIAL POTENTIAL? With 13+ years of hands-on experience, I specialize in helping fast-growing companies in SaaS, e-commerce, crypto, and real estate optimize their financial systems for maximum profitability. Here’s the deal: I guarantee to find at least 3 WAYS TO BOOST YOUR PROFITABILITY WITHIN 30 DAYS. I’m offering a FREE 30-MINUTE financial review where we’ll dive deep into your financial processes, uncover areas for quick wins, and provide a clear 3-month action plan that accelerates growth. No fluff. No catch. Just actionable insights to drive your business forward. Interested? Message me now to schedule your free review! --- IS YOUR FINANCIAL STRATEGY HOLDING YOU BACK? If you're struggling with inefficient accounting, inaccurate data, or a lack of strategic insights, you're not alone. Navigating complex financial landscapes without a clear, data-driven strategy can feel like you're spinning your wheels. But here’s the thing—effective financial management can transform your business. Top companies use robust financial tools and strategies to make informed decisions and scale rapidly. And you can too. That’s where I come in. --- ABOUT ME: With over 13+ years of experience in SaaS, ecommerce, crypto, and real estate, I have a proven track record of transforming financial operations and driving rapid growth for high-performing companies. I’ve worked in CFO, Accounting Manager, and Senior Platform Operations Accountant roles at major companies like Coinbase, where I managed large-scale projects and multi-million dollar portfolios. I specialize in financial modeling, forecasting, and providing strategic guidance to ensure your business scales with efficient financial systems. --- I WORK WITH: ➜ SaaS Companies: Automating processes, improving revenue recognition, and developing data-driven strategies for scalable growth. ➜ Ecommerce Businesses: Streamlining inventory, improving cash flow, and providing actionable insights that drive profitability. ➜ Crypto & Blockchain Firms: Navigating the complexities of crypto finance and ensuring compliance in a highly regulated space. ➜ Real Estate Companies: Optimizing property budgets and cash flow management for sustainable growth. --- WHAT I BRING TO THE TABLE: ✓ Financial Modeling & Analysis: Build robust, data-driven models for forecasting, projections, and budgeting. ✓ Strategic CFO-Level Insights: Offering high-level guidance to enhance decision-making and drive business growth. ✓ Audits & Compliance: Ensuring your financial systems meet industry standards and best practices. ✓ Cost Accounting & Budgeting: Identifying areas for cost-saving without sacrificing growth potential. ✓ Real-Time Data Tools: Using QuickBooks, NetSuite, Power BI, Tableau, and other cutting-edge tools to analyze and visualize your financial data. --- RECENT CLIENT WINS: ✔️ $30.5M raised in venture funding and debt financing ✔️ 75% YoY revenue growth for an e-commerce client ✔️ Facilitated a $5M division sale through a Special Purchase Agreement ✔️ Managed PPP loan forgiveness for $500K ✔️ Navigated complex IRS and third-party audits --- WHAT MAKES ME DIFFERENT? ➜ 13+ years of experience working with top companies in SaaS, ecommerce, crypto, and real estate. ➜ Proven track record of transforming financial systems and delivering significant ROI through cost-saving and growth-driving strategies. ➜ Hands-on experience in high-level roles like CFO and Accounting Manager at Coinbase, where I managed large-scale projects and multi-million dollar portfolios. ➜ Entrepreneurial spirit as the Founder/CEO of my own consulting firm, helping businesses uncover financial opportunities and optimize strategies. --- MY 4-STEP PROCESS TO SUCCESS: ① Audit: Review your current financials, processes, and systems to pinpoint gaps and opportunities for improvement. ② Plan: Develop a clear, actionable roadmap with quick wins and long-term growth strategies. ③ Implement: Execute the plan, automate processes, upgrade systems, and set up custom dashboards for real-time visibility. ④ Optimize: Continuously monitor and fine-tune your financials, offering ongoing strategic guidance to ensure you hit your goals. --- READY TO GET STARTED? Book your FREE 30-minute financial review today! Let’s discuss your challenges, identify opportunities for immediate profitability, and explore how I can help your business scale. No obligation, no cost—just valuable insights to drive your financial success. But hurry—MY CALENDAR FILLS UP FAST, and I can only take on a few new clients each month. So, don’t miss out on your chance to unlock your business’s financial potential! Ready to accelerate growth? LET'S TALK! I look forward to helping you scale your business. — Gabriel H.

Financial Accounting
Financial Modeling
Financial Analysis
Financial Report
Certified Tax Preparer
Business Plan
Xero
Cost Accounting
Financial Planning
Fund Accounting
Account Management
Account Reconciliation
International Accounting Standards
Bookkeeping
Oracle NetSuite
$70 hourly
Alberto M.
- 5.0/5
- (35 jobs)
CFA Charterholder, CIPM, and seasoned Finance Manager with a robust background in financial analysis, strategic planning, and portfolio management. Expertise in real estate financial analysis, including underwriting multifamily assets for acquisition and developing comprehensive ground-up development models. Proven track record in driving business growth through innovative financial models and strategic insights. Advanced proficiency in Excel, SQL, VBA, and data visualization tools such as Tableau and Power BI. Experienced in collaborating with cross-functional teams to optimize financial performance and achieve strategic objectives.

Financial Accounting
Financial Analysis
Real Estate
Investment Strategy
Accounting Principles & Practices
Tableau
Real Estate Financial Modeling
Underwriting
Financial Modeling
Forecasting
Microsoft Excel
Chartered Financial Analyst
SQL
$35 hourly
Ka Lai L.
- 4.7/5
- (485 jobs)
With a Bachelor's degree in Accounting and Finance, I received CPA Excellence Award in Australia and I am an Advanced Certified QuickBooks ProAdvisor and currently working in California. Experience-wise, I have 20 years of accounting and finance experience gained from Big 4 and Fortune 500 corporations. Now I am running back office support company in Los Angeles providing bookkeeping, accounting, financial analysis, and outsourced controller services to small to mid-sized businesses locally and internationally. My service packages include: 1) Basic monthly bookkeeping This service is available for clients worldwide as long as you are using QuickBooks Online and provide monthly bank statements. Output includes a set of financial statements including Profit and Loss, Balance Sheet, and Cashflow Statement for your year-end tax filing. Additional graphs about your financial performance are also included. 2) Financial Planning & Analysis What do the numbers tell about your business? I analyze them, run a set of financial ratios and KPIs and give valuable insights about your business. These ratios help pinpoint areas in your business that require attention which ultimately results in increased profitability and productivity. 3) Outsourced Controller/CFO I provide on-site outsourced Controller/CFO services to station at your business (Los Angeles) or virtual controller/CFO service to help manage your accounting department, including reviewing and re-engineering the financial policies and procedures and providing advice on how to increase your profitability and productivity through best practices. 4) Business Consulting Service Other team members are professionals with over 25 years of experience in general management, accounting & finance, especially in the Mergers & Acquisitions field. We help provide hands-on management to your business or business advice as a virtual business consultant. Serving small businesses professionally both in Los Angeles and worldwide is my mission. Please drop me a line and let me know what I can do for you.

Financial Accounting
Financial Analysis
Finance & Accounting
Management Accounting
Intuit QuickBooks
Bookkeeping
General Ledger
Financial Report
Financial Variance Analysis
$200 hourly
Gijs D.
- 5.0/5
- (17 jobs)
I know what investors are looking for, having been a venture capital investor focussed on early stage technology investments (Seed to Series B) in San Francisco. If you need help with not just your materials but also your narrative and storytelling, I can help transform your pitch from good to great. Whether this is your first fundraise or you are looking to secure follow on funding, I can guide you through the process. I have screened hundreds of companies and have been very fortunate to invest in and work with portfolio companies who have successfully exited as well as secured follow on funding. I have also consulted multinational corporations, helping them solve innovation challenges and in particular connecting them to startups to address their problem statements. As a Founder I understand the struggle from the other side and use that empathy to inform my approach with startup teams. In total I have 10 years experience - as an Investor, Consultant, Founder and Advisor to the tech startup world as well as various roles in Investment Banking in my formative years. I specialise across the startup/venture capital/venture builder/corporate innovation curve, solving problems, setting strategy and enabling teams for success. (i) consulting startups on pitch deck, business plan and financials (ii) ad hoc strategic projects for startups (iii) VC as a service to micro VCs or those looking to access venture capital as an asset class (family offices, HNWs, institutions) (iv) venture building with individuals or corporations to test the feasibility of new concepts (v) innovation consultancy to corporations at the early stages of their innovation life cycle and how to effectively work with startups (vi) building out/developing CVC funds I bring the tenacity, problem solving and optimism of a Founder, market/competitive analysis and critical thinking of an Investor, as well as the financial analysis, diligence and scrutiny of a Banker. --------- Startups - I help founding teams with their materials and messaging to clearly communicate their vision, product and strategy with investors and other key stakeholders (more often than not in advance of fundraising). Often this is a review and complete deconstruction of pitch deck, financials, business plan and marketing materials. I also engage in ad hoc strategic projects and general product/ business growth strategy. Venture Capital - I support micro VCs and individuals/institutions looking to access Venture Capital as an asset class, either on a deal-by-deal basis or a more formalised process of establishing/reorganising an existing fund. From strategy, sourcing and due diligence through to execution and portfolio management, I am involved throughout the process. Furthermore in the fundraising stage, guiding my clients with the target raise, LP strategy as well as operational structure to execute against the fundraise target. Venture Building - I turn disruptive concepts into reality, whether it be working with an individual creator/founder on a pet project or an institution as part of an innovation strategy. Typically my clients have amazing ideas but not necessarily the time or expertise to critically evaluate the feasibility of their concept. In the case of corporate clients, the challenge is often how to build a new product or process outside the confines of corporate bureaucracy. My process is phased and typically follows these steps: Ideation, Market Mapping, Problem Statement formation, User profile and discovery, Design / MVP, Go to Market Strategy, Fundraise Strategy, Customer Acquisition, Fundraise, Scale sales and marketing, Follow on Fundraise strategy. Corporate Innovation - I work with corporations to help them understand which innovations are likely to have the biggest impact on their industry as well as their individual business operations/units. Furthermore how to critically analyse if they should build new technologies, partner with an existing provider or buy a solution (e.g. acquire a startup) More often than not, I work with corporates who are earlier in their innovation lifecycle to guide them through understanding what it really means to work with startups. My process involves: Setting an overall innovation strategy; Aligning senior management, business unit heads and team members; Communication (internally - how to spread innovation as well as excite/incentivise employees and how to communicate externally that they are open to innovation and collaboration with startups); Implementation (how to work with startups) in order to effectively embrace disruption; Mitigation - what to avoid and how companies so often get it wrong. The key principles are always: senior management buy in, business unit inclusion from the start and an allocated budget to deploy.

Financial Accounting
Business Planning & Strategy
Venture Capital
Tech & IT
Fundraising
Venture Capital Consulting
Startup Consulting
Growth Strategy
Investment Preparation
Forecasting
Business Plan
Investor Overview
Business Strategy
$200 hourly
Toan T.
- 4.9/5
- (12 jobs)
I am a CPA, EA, and seasoned tax professional that can assist in resolving IRS resolution, and provide tax advice. I have extensive experience preparing business tax returns for Sole Proprietorships, LLC’s, Partnerships, S-Corporations, C-Corporations as well as reporting cryptocurrency. I can also help with incorporating your business and helping decide what corporation type is best suited for your needs.

Financial Accounting
CPA
IRS Resolution
Business Consulting
Tax Preparation
Tax Return
$55 hourly
Amy P.
- 4.6/5
- (4 jobs)
Greetings! Do you need help with routine business or a one-time project? Good news - I am an experienced accounting professional looking for part-time, virtual side-hustles. I am a Senior Accountant for a local government agency, with 10+ years of financial and governmental accounting experience. I love my career, but I have found myself in a chapter of life with more spare time and a yearning for challenges. I have extensive bookkeeping skills that I would like to use to help your small or large business thrive. I can enter and categorize transactions, perform bank and ledger reconciliations, ensure proper closure of books, prepare trial balance and key financial reports, manage A/R and A/P, audit existing entries and perform journal entries. I'm looking to leverage technology to pioneer the work-from-home revolution and take bookkeeping/accounting tasks off your plate. I have advanced experience using Workday, QuickBooks desktop, QuickBooks online and Microsoft Excel (I love pivot tables). Additionally, I have a solid knowledge of technology and internet-based applications. I'm a quick study and confident I can help you on any platform. I am a self-led, meticulously detailed, adaptable and enthusiastic individual looking to help you clean up, catch up or maintain your accounting records, so that you can make the best financial decisions to grow and optimize your business! Looking forward to connecting with you to discuss your business needs! Amy

Financial Accounting
Accounts Payable Management
QuickBooks Online
Accounts Receivable Management
Financial Reporting
Bookkeeping
Invoicing
Accounts Payable
Chart of Accounts
General Ledger
Microsoft Excel
Bank Reconciliation
Account Reconciliation
Accounts Receivable
$100 hourly
Mel L.
- 5.0/5
- (5 jobs)
An experienced and dedicated Workday HCM/ Financials expert (yes both!) with robust reporting experience (advance reports, composite and matrix). Able to help design and execute set up for Business Processes, requirement analysis, project management. Provides best practices in to maintain the HR and Financial metadata. I have the most experience helping previous clients design and implement the following: HCM: Employee Onboarding Advanced Compensation Set Up and Design ( Stocks, One Time Payments) Hire Compensation Bands Leave Administration People and Diversity Analytics Data Conversion Financials: Accounting Business Assets Capital Projects WIP Financial Reporting Procurement Banking Data Conversion

Financial Accounting
Compensation & Benefits
Human Resources Analytics
Financial Reporting
Report Writing
Human Resource Information System Implementation
Workday
Enterprise Architecture
IT Procurement
$32 hourly
Jonna M.
- 5.0/5
- (1 job)
Dedicated, professional attitude; resourceful and a team player. Ability to communicate well with all levels of management and support staff. Self-motivated and efficient in prioritizing responsibilities with little or no supervision. SKILLS: MS Office/Window Quickbooks ADP Workforce Typing-65wpm 10-Key Kronos

Financial Accounting
QuickBooks Online
Accounting Basics
Bookkeeping
Accounting Software
Accounts Payable Management
Bank Reconciliation
Account Reconciliation
Intuit QuickBooks
$50 hourly
Isaac C.
- 5.0/5
- (4 jobs)
I am currently an investment banking analyst with over three years of M&A (sell-side, buy-side, capital raise) transaction experience in the middle market across construction, industrials, commercial and business services, food, and energy industries. I am proficient in Excel and PowerPoint with extensive experience with financial modeling (comps, DCF, LBO, operating models), including valuation, forecasting, and financial statement analysis. I have created many pitch decks, investor/buyer lists, and CIMs, and I conduct industry/market and company research often. I also have experience analyzing businesses operationally. Looking forward to working with you and helping you achieve your goals.

Financial Accounting
Investment Banking
Economics
Pitch Deck
Mergers & Acquisitions
Corporate Finance
Valuation
Forecasting
PPTX
Financial Modeling
Presentations
Due Diligence
Business Presentation
Microsoft Excel
Pitchbook
$40 hourly
Gemma S.
- 5.0/5
- (11 jobs)
PROFILE As a Certified Public Accountant in the Philippines and QuickBooks Online Specialist, I am committed to helping business owners achieve financial success through expert bookkeeping and in-depth analysis. With more than ten years of experience in the accounting industry, I have honed my skills to provide accurate and reliable financial insights that allow businesses to make informed decisions. SERVICES: Bookkeeping: I specialize in bookkeeping, providing customized solutions that fit the unique needs of each business. Whether you need ongoing support or a one-time cleanup of your financial records, I can help. Clean up and catch up on bookkeeping: If your books are in disarray, I can help keep your financial records up to date and accurate, providing you with a clear picture of your business's financial health. Financial analysis: I use my expertise to conduct thorough financial analysis that helps businesses identify areas for improvement. QuickBooks setup and training: I can help businesses get started with QuickBooks and provide training to ensure they use it to its full potential. Financial projections: I create financial projections that help businesses plan for the future, identify potential growth opportunities, and make informed decisions. Budgeting: I work with businesses to create budgets that align with their financial goals, providing valuable insights into their financial health and helping them stay on track. Connect with me to see how I can help you achieve your financial goals. Let's start writing your success stories together.

Financial Accounting
Graphic Design
Microsoft Word
Communications
Social Media Management
Email Communication
Microsoft PowerPoint
Financial Analysis
Underwriting
Email Marketing
Microsoft Outlook
Content Writing
Microsoft Excel
Bookkeeping
$35 hourly
Will P.
- 5.0/5
- (1 job)
I have a background in both Finance and Psychology. I can help with financial analysis, month end close processes, and document review. - I have experience with Salesforce and NetSuite -I'm trained in Applied Behavior Analysis - I'm interested in getting involved with HR work and have knowledge of the industry through my Master's in Psychology program

Financial Accounting
Data Collection
Oracle NetSuite
Healthcare
Applied Behavior Analysis
Human Resources
Mental Health
Salesforce
$60 hourly
Hao C.
- 5.0/5
- (1 job)
I am an accomplished professional with over eight years of expertise in the fields of accounting and tax. I am here to help you for any need in accounting and tax.

Financial Accounting
Asset Management
Crypto Asset
QuickBooks Online
Bookkeeping
Artificial Intelligence
Data Mining
Data Science
Tax Return
Technical Accounting
$35 hourly
Katherine M.
- 5.0/5
- (2 jobs)
Are you feeling overwhelmed by the constant juggling act of managing your business finances alongside all your other responsibilities? That's where I come in! I help you maintain accurate financial records and free up valuable time to focus on your passion for your business. I'm a seasoned financial professional based in sunny San Diego, CA. With over a decade of experience in various sectors of the financial services industry, including financial planning, mortgage, and accounting, I decided to embark on a new journey this year by starting Bromeliad Books. My educational background includes a Bachelor of Science in Finance with a minor in Psychology, which has equipped me with both the analytical skills and the understanding of human behavior necessary to excel in this field. Services I provide: • QuickBooks Online monthly bookkeeping packages tailored to company needs • Clean up / Set up Services • Matching & Classifying transactions • Bank & Credit Card Account Reconciliations • Customized Chart of Accounts • Financial reporting including Balance Sheet, Profit & Loss, Cash Flow Statements Here’s how it works when you hire me. First, you’ll add me to your QBO file. Then I’ll send over a QBO checkup and custom proposal that meets your exact needs. Finally, you’ll hire me here on Upwork and I’ll get started cleaning up your books! I'm passionate about helping small businesses thrive, and I look forward to the opportunity to support you on your journey to success. Let's work together to make your financial management seamless and stress-free. Talk to you soon! Katy Montgomery

Financial Accounting
Light Bookkeeping
Finance
Accounting
QuickBooks Online
Microsoft Excel
Bank Reconciliation
Bookkeeping
Intuit QuickBooks
$300 hourly
Jordan S.
- 5.0/5
- (1 job)
J.P. Morgan investment banking alum (5-years) and Accordion Partners strategic FP&A alum (3-years). Expert in financial modeling, budgeting and forecasting, CIM development, monthly reporting packages, PowerBI integrations and other strategic financial analysis. B.A. Economics, University of California, Berkeley

Financial Accounting
Financial Presentation
Financial Projection
Financial Planning
Financial Consulting
Financial Software
Financial Reporting
Financial Report
Financial Plan
Financial Analysis & Valuation
Financial Modeling
Financial Model
Financial Analysis
Finance & Accounting
Finance
$100 hourly
Diana R.
- 5.0/5
- (1 job)
Highly skilled and detail-oriented Senior Accountant with over 25 years of experience in diverse accounting and financial management roles. Proven expertise in financial statement preparation, bank reconciliation, accounts payable and receivable management, payroll processing, and human resources. Enhancing financial accuracy, and ensuring regulatory compliance. Exceptional analytical skills combined with a commitment to maintaining high standards of integrity and professionalism.

Financial Accounting
Human Resources
Bank Reconciliation
Accounts Payable
Accounts Receivable
Payroll Accounting
Budgeting & Forecasting Software
Financial Analysis
$36 hourly
Sohail S.
- 5.0/5
- (1 job)
With over 10 years of experience in both the public and private sectors, I serve as the Principal of Atlantis Tax Group, leading a team that provides comprehensive tax and financial services to individuals and businesses. As an Enrolled Agent licensed to represent clients before the IRS, I ensure that our clients receive expert guidance on all tax matters, and I am currently working towards obtaining my CPA license to further enhance our service offerings. My expertise includes: Tax Preparation & Planning: Federal and state tax preparation for individuals, small businesses, and corporations, with a focus on strategic tax planning to minimize liabilities and optimize financial outcomes. Bookkeeping Services: Accurate financial record-keeping, including reconciliation, financial reporting, and payroll services, ensuring businesses maintain up-to-date financials. IRS Filings & Representation: Handling various IRS filings and providing representation during audits, ensuring clients remain fully compliant with tax regulations. Business Consulting: Financial advisory services to help businesses improve profitability, streamline operations, and make informed financial decisions. At Atlantis Tax Group, my goal is to provide personalized, expert service that gives clients peace of mind, whether they are looking to optimize their tax strategies or ensure financial accuracy in their business operations.

Financial Accounting
Certified Tax Preparer
Sales Tax
US Taxation
Finance & Accounting
Financial Analysis
Tax Strategy
Tax Return
Intuit QuickBooks
QuickBooks Online
Tax Planning & Advisory
Tax Preparation
Tax Accounting
Bookkeeping
Accounting
$190 hourly
Rekha Y.
- 5.0/5
- (138 jobs)
30+ years experience in accounting, financial, investments & managerial services / international business. Financial & tax reporting, GAAP, audits, internal controls, Quickbooks, payroll, tax compliance and planning, cash-flows, budgeting, forecasts, financial modeling and management, banking, education and retirement planning, business entity selection, business and wealth advisory services. US Certified Public Accountant, member of American Mensa, Triple Nine Society.

Financial Accounting
Corporate Tax
Financial Reporting
Financial Modeling
Corporate Finance
Financial Analysis
Intuit Lacerte Tax
Financial Management
Financial Audit
Tax Preparation
$45 hourly
Tracey R.
- 4.6/5
- (223 jobs)
QBO & QBD Expert! I am providing all-inclusive accounting and virtual business solutions with over 28 years of professional corporate and government experience while often at the same time serving over 300 private clients with complex accounting, tax preparation, financial analysis, loan navigations, full-charge bookkeeping, human resources, administration, and business development. I have an established reputation and an impressive client list from various industries, including film, entertainment, construction, e-commerce, restaurant, retail, IT, professional sports, imports, interior design, and a host of other industries. Additionally, I have established and published credentials on IMDB. Recent clients include working as an Accounting Manager for over a year for a company that owned an interior design business, custom imports, thirteen commercial properties, and a host of other real estate investment properties. I was responsible for handling and maintaining the day to day finances for all businesses, preparing and reviewing appropriate ledger entries, reconciliations, journal entries, moving money across entities, bank loans and lending instruments, payroll, real estate contracts, liability, and loss insurance, maintaining the general ledger systems, preparing financial statements, year-end loan compliances, worker's compensation, employee benefits, regulatory reporting, budgeting, forecasting, cashflows, and special projects as needed. Another recent client where I fulfilled the role as an Accountant for a boutique-style real estate, development, and construction company. In this role, I was primarily responsible for preparing tax returns for all three businesses, requesting and recording bank draws, preparing loan documents, monthly lender compliances and reporting, payroll, vendor deliverable management, monitoring spending and budgets, auditing and analyzing financial performance, financial forecasting, and risk analysis, advising on how to reduce costs and increase profits, compiling and presenting financial and budget reports, ensure that financial statements and records comply with laws and regulations, keeping account books and systems up to date, and improving processes, automating systems while increasing quality, and productivity. My educational background is vast and constantly evolving. It includes: BA Communications Central University N.C. BA Accounting Central University N.C. Double Major QuickBooks Certified Human Resource Certified & Compliant IRS Certified Professional Preparer My professional background and constant evolvement ensure that I'm up to date with the latest technological advances, laws, and compliances; you'll receive quality work, experience, professionalism, loyalty, and excellent command of the English language, including written, verbal, and comprehension.

Financial Accounting
Project Finance
Cost Planning
Budgeting & Forecasting Software
Job Costing
Accounts Payable Management
Accounting Basics
Bookkeeping
Data Analysis
Cost Accounting
Bank Reconciliation
Balance Sheet
Intuit QuickBooks
$49 hourly
Kerrie K.
- 5.0/5
- (35 jobs)
NEW - *I am now offering personal tax preparation for a flat rate* I am a CPA candidate with 20 years of experience in GAAP Accounting and Auditing focused in Real Estate, Development, Property Management (Residential and Commercial), and Construction. However, Auditing has brought me into all industries. I use am a Quickbooks certified ProAdvisor. My proudest moments have been completing a number of projects to implement software, identify errors in existing financials, and to bring Financial Statements and Bank Reconciliations current and provide a clean and working set of financials. I also have an Education in both Real Estate and Accounting. Auditing made me skilled at adapting to new situations, programs, and people. In addition, I have extensive Financial Statement experience, and was the main point of contact for CPA's and Auditors as well as the Controller/Owner for my firm or portfolio. This gave me experience in identifying variances, errors, budgeting, and strategic planning. I have also managed a staff and provided leadership to the Accounting Department, and to remote auditors and trained them. English is my native language. I have done thousands of audits over the years. I know certain businesses have certain trends, certain types of vendors they work with, and a certain type of income and expenses. When I know what kind of business you have, I have a good idea of what your financials will (or should) look like. I also know you might be working on a budget. I'm flexible and fast. If you want to work with me on a fixed price or fixed monthly fee, I'll do my best to make my services work for you. Treat Upwork as a free consultation. Get to know me, feel free to ask me questions about your business via messaging, and how I can help you. I love one time clean up projects and system setups, and I'll give you a few extra bonuses, so that you won't fall behind anymore!

Financial Accounting
Taxes
Tax Return
Bookkeeping
Financial Reporting
Financial Analysis
Intuit QuickBooks
Account Reconciliation
General Ledger
Bank Reconciliation
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