Hire the best Financial Accountants in Florida

Name: Financial Accountants
Brand: Upwork
Rating: 4.7 (139 reviews)

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Clients rate Financial Accountants

4.7/5

based on 139 client reviews

$50 hourly
Hardik S.
- 5.0/5
- (86 jobs)
Dynamic and motivated professional with a proven record of expertise in Accounting and Bookkeeping, Tax Planning, Tax compliances, and Tax Return filing, managing accounting projects from scratch to completion, and Finalizing the Books for tax return preparation. Skilled in building a streamlined process for accounting and taxes, demonstrating exceptional communication skills, and making critical decisions during challenging situations. I have 9+ years of experience working in the field of accounting and taxation. Accounting and Bookkeeping Experience - Setting up a company - Reorganizing Chart of Accounts - Bank Reconciliation - Credit card Reconciliation - Paypal /Stripe Reconciliation - Account Receivable Management - Accounts Payable Management - Month/Year End Closing Journals - Inventory Management - Payroll Accounting - Reporting Tax and Tax Planning Experience - Income Tax return filing - Building Tax Planning Strategies for Small and Medium businesses - State Sales Tax Registration and Compliance - State Withholding Tax Registration - Payroll Setup and Compliances - State unemployment tax registration - State Annual Filings Industries worked in - Property Management Companies - Real Estate Companies - Restaurants - Therapy center - Medical Billing - CPA firms - Tours and Travel Companies - Landscaping & Lawn Care Companies - Cafe's & Bars - Manufacturers - Traders - Retail Stores - Hotels & Motels Accounting - Farms and Orchards

Financial Accounting
Month-End Close Assistance
Income Statement
Accounting
Cash Flow Analysis
Taxes
Sales Tax
Corporate Tax
CPA
Management Accounting
Accounts Payable Management
Balance Sheet
Tax Preparation
Bookkeeping
Intuit QuickBooks
$35 hourly
Sherif M.
- 5.0/5
- (8 jobs)
🚀 Data & Financial Analyst | Turning Data into Actionable Insights 🚀 👨‍💼 About Me With years of experience as a financial and data analyst, I specialize in leveraging data to solve complex business challenges. From working with industry leaders like Wells Fargo to freelancing for startups and non-profits, I have a proven track record of delivering actionable insights, optimizing financial processes, and driving measurable results across industries. 📊 My Expertise •Data Analysis & Insights: Conducted in-depth analyses of sales, financial, and operational data to identify trends, uncover opportunities, and support strategic decisions. •Financial Modeling: Designed dynamic models for budgeting, forecasting, and cost analysis, including a 50+ sheet Excel model for a $15M company. •Dashboards & Visualization: Created interactive dashboards in Power BI, Tableau, and Excel to present insights for projects like Miami-Dade County analysis and organizational financial performance. •Game Analytics: Developed spreadsheets to track and balance game progression, resource economy, and leveling systems, demonstrating a creative approach to data solutions. •Automation & Streamlining: Automated workflows using Excel VBA, macros, and Power Query to reduce manual effort and improve efficiency. •Credit Risk & Strategy: At Wells Fargo, analyzed credit and operational data to enhance risk management strategies and improve portfolio performance. •Predictive Analysis: Used machine learning techniques like XGBoost and statistical methods to improve forecasting accuracy and deliver data-backed recommendations. 🔧 Tools & Skills •Technical Expertise: SQL, Python, Excel (Advanced), VBA, Power BI, Tableau •Data Analysis: Statistical Analysis, Data Cleaning, Predictive Modeling, Business Intelligence •Financial Expertise: Budgeting, Forecasting, Financial Modeling, Variance Analysis •Visualization & Automation: Custom Dashboards, Trend Analysis, Macros, and Power Query 🏆 Achievements •Delivered 30+ projects in finance, analytics, and visualization, consistently exceeding client expectations. •Improved efficiency for businesses by creating automated tools that reduced errors and saved time. •Enabled startups and non-profits to achieve clarity through dynamic financial and data models. •Built intuitive dashboards for businesses and municipalities, translating raw data into impactful insights. •Designed game analytics tools for balancing resource economies, showcasing a unique combination of analytical and creative skills. 📈 Services I Offer •Data Analysis & Visualization: Transform raw data into clear, actionable insights with dynamic dashboards. •Financial Reporting & Analysis: Deliver tailored reports to track performance and guide decision-making. •Forecasting & Budget Optimization: Align financial strategies with business goals for sustainable growth. •Process Automation: Streamline workflows with advanced Excel tools and automated solutions. 🌟 Let’s Work Together Whether you’re looking to optimize your financial strategies, uncover insights from your data, or improve operational efficiency, I’m here to help. Let’s collaborate to create impactful solutions that drive growth and success.

Financial Accounting
Financial Management
Financial Modeling
Risk Analysis
Data Cleaning
Data Visualization
Financial Analysis
Finance
Business Intelligence
Microsoft Power BI
Tableau
SQL
Python
Business Analysis
Data Analysis
$75 hourly
Doug F.
- 4.9/5
- (38 jobs)
Every successful business needs someone to 'navigate the numbers' and keep the company on a profitable course. I offer my services to smart business owners who understand and appreciate the value of a responsive and insightful bookkeeping / payroll / finance professional. I am a Xero Certified Advisor and have used Xero exclusively and daily since 2014. I serve clients using lessons learned during a 20 year career in small business management. My unique skill set was earned 'behind the wheel' of a family business. As a bookkeeping/finance freelancer, I have served clients ranging from startup Sole Proprietors to larger LLC and S-Corp businesses with annual sales exceeding $10 million. By keeping a small client base, I give each client the personalized attention and quick response they deserve. I review and reconcile accounts weekly (sometimes daily if necessary). Your bookkeeping data will be able to provide accurate reports for decision making on a monthly basis. In addition, your bookkeeping will be fully reconciled and ready for your tax professional in January. Never file an extension again! I hope to become YOUR valuable resource for advice & guidance as well as your trusted Xero bookkeeping expert.

Financial Accounting
Shopify
eBay
Startup Consulting
Business Analysis
Gusto
Xero
Asset Management
Bookkeeping
Accounting Software
Balance Sheet
Accounting Basics
Income Statement
Accounts Receivable
Bank Reconciliation
$65 hourly
Ashlee M.
- 5.0/5
- (8 jobs)
With over 12 years of experience in accounting and finance, I bring a deep understanding of financial reporting, analysis, and bookkeeping to help businesses achieve their goals. As an MBA graduate and a Certified QuickBooks ProAdvisor, I specialize in implementing tailored financial solutions to meet unique business needs. Core Competencies • Expertise in Financial Reporting, QuickBooks implementation, and seamless integration with Xero, Zoho, and other leading platforms. • Advanced proficiency in Microsoft Excel and Google Sheets, with a focus on solving complex accounting challenges. • Mastery of eCommerce platforms, such as Shopify and eBay, and advanced knowledge of inventory management tools. • Development of accounting, administrative, HR, and management policies. • Skilled in project accounting, budgeting, forecasting, and financial modeling. Tech-Forward Approach I strive to stay ahead with a robust productivity tech stack, leveraging platforms like ClickUp, Monday.com, Slack, and Asana to improve efficiency and collaboration. Why Work with Me? I’m committed to reliability, meticulous attention to detail, and integrity. My goal is to deliver solutions that not only streamline your financial processes but also drive long-term success for your business. Whether you're a small business owner, a startup, or a finance director, I’m here to make your financial operations seamless, efficient, and easier to manage. 📩 Contact me for financial expertise you can count on!

Financial Accounting
Financial Plan
Financial Analysis
Accounting
Financial Reporting
Tax Planning & Advisory
Sales Tax
Startup Consulting
Cash Flow Statement
Accounts Payable
Bookkeeping
Intuit QuickBooks
Payroll Accounting
Bank Reconciliation
Account Reconciliation
$45 hourly
G Troy S.
- 5.0/5
- (24 jobs)
Certified QuickBooks ProAdvisor | Expert Bookkeeper & Financial Strategist As a seasoned financial professional with over 20 years of experience, I specialize in providing comprehensive accounting and financial management services for small to medium-sized businesses. As a Certified QuickBooks ProAdvisor, my expertise spans various industries such as retail, e-commerce, insurance, IT, and consumer electronics. My goal is to be a valuable investment that supports your business growth. My services encompass QuickBooks setup, chart of accounts, reconciliation, AR/AP management, payroll, sales tax, budgeting, reporting, and forecasting. Additionally, I offer fractional CFO services, including cash flow analysis, business plan development, and organizational structure. Key Skills & Attributes: • GAAP Accounting Practices • Payroll Processing & Tax Preparation • Sales Tax Calculations • KPI Identification • Financial Dashboard Creation • Financial Reporting & Forecasting • Account Reconciliation • AR/AP Management • Critical Thinking & Problem Solving • Accuracy & Attention to Detail • Strong Leadership & Communication • Honesty, Integrity, & Time Management • Organizational & Document Management Skills As a detail-oriented professional, I am committed to delivering accurate, reliable results to enable informed decision-making for your business. Let's collaborate to help your business achieve its full potential.

Financial Accounting
Bookkeeping
Analytics Dashboard
Financial Modeling
Ecommerce
Managerial Finance
Cash Flow Statement
Business
KPI Metric Development
Finance & Accounting
QuickBooks Online
Accounts Receivable
Account Reconciliation
Payroll Accounting
Bank Reconciliation
$60 hourly
Kyle L.
- 5.0/5
- (18 jobs)
Highly motivated and experienced Certified Public Accountant (CPA) seeking to leverage strong accounting and tax expertise to assist small and medium-sized businesses. • Financial Operations & Accounting: Possess several years of experience in public accounting, investment funds, and tax preparation. Adept at bookkeeping tasks including loan amortization, inventory costing, capital asset depreciation, and payroll. Proficient in QuickBooks and Microsoft applications, particularly Excel. • Regulatory & Tax Knowledge: Extensive understanding of relevant regulatory codes and tax laws, including GAAP, IFRS, and the USA Tax Code. • Tax Preparation: Skilled in preparing tax returns for both businesses and individuals. Enthusiastic about helping businesses optimize their financial well-being and achieve their goals.

Financial Accounting
Payroll Accounting
Cost Accounting
Fund Accounting
Accounting Advisory
Finance & Accounting
Tax Planning & Advisory
Tax Preparation
Tax Law Compliance
Tax Law
Tax Accounting
Tax Theory
Accounting
Management Accounting
Bookkeeping
$85 hourly
Denver S.
- 4.6/5
- (46 jobs)
I am a Certified Public Accountant with a Bachelors and Masters degree in Accounting. I have been an accountant for over 25 years, 20 of those years are in real estate property management accounting. I provide a variety of services, including, but not limited to, Fractional CFO, Interim Controller, Interim Accounting Manager, Business Consulting, Bookkeeping, Tax Preparation and Advice, Computer Accounting System Assistance, Compilations and Reviews, Software migration. Activities include Finance Management, Audit and Tax Liaison, Month End Close review, Debt Covenant Calculations, Distributions, Budgeting, Cash Flow Forecasting, Accounting Standard Operating Procedures. My mission is to provide best-in-class service to my clients. My client base has consisted of small to large owners of real estate to include single family residential properties, multi-family residential properties and commercial properties. I have experience with various softwares to include Quickbooks, JDEdwards, Timberline, Appfolio, Yardi Breeze/Voyager and Buildium.

Financial Accounting
Buildium
Financial Statements Preparation
Review
Financial Analysis
CPA
Yardi Software
AppFolio
Bank Reconciliation
Tax Preparation
Accounts Receivable
Tax Return
Microsoft Excel
Intuit QuickBooks
$150 hourly
Matthew A.
- 5.0/5
- (66 jobs)
I have over 18 years of experience and I have been a Certified Public Accountant (CPA) since 2005. I have worked as a Chief Financial Officer (CFO) for years, and consult for many businesses, to help with strategic planning and advice, tax preparation, accounting, bookkeeping and financial accounting. I have worked with businesses from small startups to large established companies. I have a team of CPAs and experienced accountants who work with businesses in a variety of industries including e-commerce. You can visit us at AverkampCPA.com and view our Google Reviews for additional references. Some of my work experience and qualifications at a glance: - Venture Capital CFO - High Net Worth Tax Planning and Corporate Tax Returns - Private Equity (Real Estate) Senior Controller - Audit Manager at KPMG - Performed US GAAP and IFRS Audits - Certified Public Accountant +17 years - Masters Degree in Accounting - Bachelors Degree in Accounting - Bachelors Degree in Finance Some of my specialties include: - Assisting start-up companies with fundraising, pitch decks, term sheet negotiations, and due diligence. - Performing financial analysis and due diligence on potential investments and analyzing companies at various investment stages (Seed Rounds to IPO). - Private company valuations under US GAAP ASC 820. - Working closely with CEOs and other executives on strategic planning and deal analysis. - Assistance with streamlining accounting and back office processes and procedures. - Leading teams ranging from 3 to +30 staff members. I look forward to helping your company succeed! Contact me today.

Financial Accounting
Taxes
Corporate Tax
Investment Strategy
S-Corporation
Investment Banking
Venture Capital Consulting
CPA
Business Valuation
Financial Modeling
Mergers & Acquisitions
Fundraising
Fund Accounting
Intuit QuickBooks
$100 hourly
Hayley D.
- 3.1/5
- (33 jobs)
I am the proud owner and founder of Omnis Bookkeeping and Business Solutions, a full-service bookkeeping and accounting firm specializing in helping small to mid-sized businesses understand their financials while showing them how to take the stress out of bookkeeping. I have a reputation for being a friendly, easy-to-talk-to kind of person, with a down-to-earth approach to business relationships. There is enough stress for business owners to run their business day-to-day, that the financial services I provide gives my clients peace-of-mind and allows them to concentrate on what they need to do. I have found that throughout both my corporate and academic experiences, that beyond intelligence and having a great wealth of knowledge, the key to achieving long term success lies in your ability to develop strong relationships. For example, at the University of Florida, where I earned a Bachelor of Science degree focused in Business Administration and Finance, I found myself surrounded by some of the greatest minds in the industry who have helped me grow in many ways. In 2017, I decided to pursue a Master’s degree in accounting from the University of Phoenix. In addition to helping small businesses throughout the nation with all their bookkeeping needs, I am also a seasoned Real Estate Broker for Realty Center International where we specialize in single-family and multi-family homes, and vacation rentals to name a few. I launched Omnis Bookkeeping and Business Solutions in 2017 after developing a strong passion for helping small businesses succeed. At Omnis, our mission is clear, we aim to give to every client of ours a personalized and superior customer experience. Omnis has had many years of proven success by providing the following services: 📚 Managing your payroll & accounting 📚 Reconciling your accounts 📚 Providing financial reports & entering bills 📚 Reviewing P/L statements & balance sheets

Financial Accounting
Month-End Close Assistance
GAAP
Account Reconciliation
Chart of Accounts
Financial Report
QuickBooks Online
Accounts Payable Management
Intuit QuickBooks
Bookkeeping
Oracle NetSuite
Accounts Receivable
Bank Reconciliation
$45 hourly
Renee B.
- 4.7/5
- (30 jobs)
When you need a seasoned accountant or bookkeeper I am here to deliver clean books and expert advice! Professional Accountant and Bookkeeper with over fifteen years of experience working with small businesses and multinational corporations across many industries. I have experience in reconciling multi-million dollar accounts and preparing reconciliations using excel. I am proficient in Excel and can use complex formulas and pivot tables. I am a Xero Certified Advisor and I love it! Use my expertise for Xero setup, conversion (Xero conversion certified), transaction coding, account reconciliation, Payroll (Xero Payroll certified) and anything else you might need. I also have experience using many other cloud-based apps like GUSTO, Shopify, CrateJoy, CLIO, Bill.com, and HubDoc. Please consider me to help do your accounting work right, the first time!

Financial Accounting
Xero
Bookkeeping
$30 hourly
Melissa C.
- 0.0/5
- (6 jobs)
I have a Master's degree in Accounting, as well as 6 years of industry experience. Great attention to detail and technical accounting knowledge. Looking for part-time/contract work only to help with any of your business' accounting needs.

Financial Accounting
PeopleSoft
Management Accounting
Accounting Report Creation
Accounting Basics
Journal Entries
Data Entry
Bookkeeping
Finance & Accounting
Microsoft Excel
Financial Audit
Accounting
$85 hourly
Stacy H.
- 5.0/5
- (481 jobs)
Upworks #1-Successful Bookkeeper QBO Quickbooks Bookkeeping Accountant Catch Up, Clean Up, Keeping up and Training for Start-up or Existing Companies. Upwork's #1 MOST Successful Bookkeeper! Quickbooks ProAdvisor "Top Tier Elite Status" Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 20 years. Also teach Quickbooks to other Accountants, Bookkeepers and Business Owners. Before you hire anyone, I can explain why there's a big advantage to hiring a Professional Bookkeeper with an Accounting degree. Located in the US! Very reliable! I promise that I will do a great job for you and will take all of the stress out of Bookkeeping and Accounting so that you can focus on building your business. Strong organizational, problem-solving and analytical skills. Super-experienced Bookkeeper with an Accounting Degree, who understands the full cycle of business. Able to manage priorities and workflow. Detail-oriented and very self-motivated. Excellent references available! If you need Quickbooks Consulting or Training, please let me know and I can review those rates too. EXPERIENCE: HCG, Inc., FL 9/91 - Present Accountant / Full Charge Bookkeeper / Quickbooks / Excel and Word Professional Client base consists of established Certified Public Accounting Firms, Ecommerce companies including Ebay Powersellers/Amazon Sellers/Etsy Sellers/Shopify Stores, Start-Ups, Personal Accounting, Real Estate Investors, Property Management Companies, Designers, Attorneys, Manufacturers, Importers, Restaurants, Investment Fund Companies, Executive Recruiters, Physicians, Healthcare Facilities, etc. • Responsible for all Accounting and Bookkeeping functions including Sales Tax Report filings, Daily Accounts Reconciliation, Financial Reporting, Bank Reconciliations, Accounts Receivable, Accounts Payable, Budgeting, Cash Flow Planning, Inter-company Accounting, Inventory and Account Analysis Reporting. • Eliminated Accounts Payable inaccuracies by implementing GL coding systems and documentation protocols. • Preparation of the year-end corporate tax returns and Sales Tax audits. Have also assisted with Forensic Accounting projects. • Audited Accounts Payable invoices and continually located errors in Vendor billing. • Sourced new Vendors and also negotiated current pricing that resulted in 25 to 40 percent savings. • Developed systems for automating office functions to assure that the companies are operating efficiently. • Excel, Word and Quickbooks Trainer, specializing in applications and business systems.

Financial Accounting
Financial Reporting
Accounts Payable Management
QuickBooks Online
Cost Control
Employee Training
Business Consulting
Bookkeeping
Account Reconciliation
Intuit QuickBooks
Bank Reconciliation
Microsoft Excel
$45 hourly
Michael K.
- 5.0/5
- (22 jobs)
Hello, I'm Michael Kumov, a dedicated financial professional with expertise in bookkeeping and financial planning. Here's a concise overview of my strengths and accomplishments: Strengths and Skills: - Bookkeeping Expertise: Proficient in QuickBooks Online and Desktop, I specialize in retail and ecommerce accounts. - ERP Integration: Successfully integrated supply chain solutions with diverse ERPs, enhancing data accuracy. - Financial Analysis: Improved forecasting accuracy by 20% and reduced lead times by 25%, optimizing inventory management. - Budgeting and Cash Flow: Reduced budget preparation time by 40% and decreased outstanding balances by 25%. - Technical Skills: Proficient in MS Office, Python, SQL, and Power BI. Projects and Accomplishments: - Self-employed at Total Management Accounting (TMA), specializing in retail and ecommerce accounts. - Developing a custom programming module for ERP financial systems to enhance analytics and reporting. - Boosted U.S. sales by 50% at ZTOZZ through strategic business development and ERP implementation. - Enhanced demand forecasting and inventory management, resulting in significant improvements for clients. - Streamlined ObtainCare's budgeting process and improved cash flow and financial stability. Education: I offer a unique blend of expertise, hands-on experience, and technical skills in bookkeeping and financial management. Let's connect to discuss how I can support your financial needs effectively.

Financial Accounting
Business Development
Presentations
Bookkeeping
Management Accounting
Accounting
$32 hourly
William L.
- 5.0/5
- (2 jobs)
William, the founder of Bishop Consulting Group, LLC, is a non-commissioned officer and US Paratrooper with the US ARMY . Having served 11 years in the US ARMY, ARMY NATIONAL GUARD, and US ARMY RESERVES, he understands what leadership, selfless service, and integrity means. Government Experience: A master at multitasking, William began his career as a Financial Analyst for the United States Army. During his active duty service he served domestically and oversees in support of the Global War on Terror. William went on to serve in the United States Army Special Operations Command (USASOC) (Airborne) and 1st Special Forces Command (Airborne). After active duty he later gained experience by serving multiple federal agencies, holding positions such as Budget Analyst, National Level Program Manager in Information Technology, and most recently Chief of Accounting, HQ - US ARMY Reserves. Private Sector Experience: William’s private sector experience started in 2017 when he began consulting as a Senior Consultant for Booz Allen Hamilton. William is an enthusiastic entrepreneur with his core expertise in finance and business consultancy. Education: AS – Exercise Science – Heritage University BS – Finance – Hodges University MBA – Hodges University (Cum Laude) With well-rounded experience and education, William is able to offer leverage over the competition by delivering services across the entire business spectrum. Key Skills: Finance & Accounting subject matter expert, experienced in Business Consulting. Strategic Planning, Financial Forecasting, Highly skilled in contract research, SAP Accounting & Financial Systems, Cost Analysis, Requirements Analysis, SWOT Analysis, Financial Planning, Auditing, Financial Programs, Budgetary Planning, Marketing, Business to Business. Certifications: -Department of Defense Certified Financial Management II -American Society of Military Comptroller (Member) - United States Army Finance School Graduate - Managers Internal Control Policy - National Tutor from National Tutoring Association - IRS Registered Tax Preparer Note: I am a National Level Federal Employee, so Federal governmental bid contract work is not authorized.

Financial Accounting
Resume Development
Business Consulting
Contract Management
Managerial Finance
Market Research
Financial Analysis
Management Consulting
Business Management
Wave Accounting
Intuit QuickBooks
Cost Analysis
Account Reconciliation
SAP
GAAP
$50 hourly
Manuela A.
- 4.8/5
- (20 jobs)
I provide HIGH-QUALITY and EFFECTIVE bookkeeping and accounting services for start-ups and small to medium-sized businesses. As a professional accountant/bookkeeper, my number one priority is to help companies and individuals meet their various accounting needs. I specialize in the preparation of Financial Statements, including supporting schedules and budget/forecast models. With over ten years of experience in the field, I have worked with various Corporations, Sole Proprietors, LLCs, and even global businesses to streamline their accounting processes and provide them with efficient and innovative accounting solutions to achieve financial success. Services I offer: ***CLEANUP of BOOKS [One-time project cleanup with long term accounting+bookkeeping contract] ***FULL-CHARGED BOOKKEEPING - bank reconciliations; sales and AR management; expense tracking and AP management; payroll ***FULL CYCLE ACCOUNTING - Closing of books / month-end close preparation; Profit & Loss, Balance Sheet, Cashflow statement ***BUDGETED FINANCIAL STATEMENTS and FORECAST REPORTS - profit and loss forecast to track your targets and cashflow budgets to help you manage cash with ease ***Conversion/transition to new accounting software, QB to Xero, or vice versa My SKILLS: ***CRITICAL THINKER, STRONG ATTENTION-TO-DETAILS, and METICULOUS*** ***ADVANCED KNOWLEDGE of MS EXCEL and GOOGLE SPREADSHEETS*** ***PROFICIENT in Xero and Quickbooks Online accounting software. ***Has extensive knowledge of online e-commerce marketplace - Amazon, Shopify, Walmart, eBay, and Big Commerce MY EXPERTISE is: ***E-commerce sellers and resellers ***SaaS companies ***General Service Industry / B2B or B2C Companies ***Advertising/Digital Marketing businesses and SaaS companies Softwares used and experienced with: Stripe; Chargebee; Bill.com; Expensify; Gusto; Justworks; Harvest; Taxjar; Avalara; A2X; Taxomate

Financial Accounting
GAAP
Shopify
Amazon
Income Statement
General Ledger
Inventory Management
Accounting
Stripe
Account Reconciliation
Xero
Balance Sheet
Microsoft Excel
Bookkeeping
Intuit QuickBooks
$80 hourly
James M.
- 5.0/5
- (55 jobs)
I am an Institutional Investor-ranked, CFA-credentialed financial analyst with 25 years of Wall Street experience. I have written numerous reports on companies spanning various industries and have prepared detailed three-statement projection models for those companies. In addition, I am proficient in creating PowerPoint presentations slides and using the Microsoft suite of applications.

Financial Accounting
Business Writing
Financial Writing
Equity Research
Investment Research
Finance & Accounting
Investment Strategy
$120 hourly
Trevor R.
- 4.9/5
- (7 jobs)
11 years experience preparing and reviewing individual and business income tax returns, as well as tax planning, estimates and extensions, and general accounting. 3 years of experience preparing and reviewing sales tax returns across almost all U.S. states. 6 years of experience preparing and reviewing income tax provision (ASC 740). Worked with individuals with 5 figure income all the way to multi-billion dollar corporations.

Financial Accounting
US Taxation
Tax Law Compliance
Bookkeeping
Certified Tax Preparer
IRS Income Tax Audits
Tax Strategy
Corporate Tax
QuickBooks Online
Tax Law
Intuit QuickBooks
Payroll Accounting
Tax Return
Tax Preparation
$45 hourly
Stefani G.
- 5.0/5
- (4 jobs)
I have been a bookkeeper for 20 plus years and have owned my own bookkeeping business for 18 plus years. I have many different types of clients and work in all types of industries. I mainly use Quickbooks on-line. I am able to do constructions accounting, law firm, subcontractor, job costing, as well as create budgets and projected budgets. I am patient in explaining profit and loss reports and balance sheets and getting a company organized and ready for tax season. I can easily maintain payroll through quickbooks payroll services, I have both Mac and PC and desk top version of both Mac and PC Quickbooks as well as a discount on Quickbooks on-line. I am able to set up a company from scratch or bring over and existing company. I can communicate daily, weekly, bi-weekly, monthly or quarterly. No job is too big or too small. I am organized and proficient. I wish everyone good luck.

Financial Accounting
Financial Reporting
Accounts Payable Management
QuickBooks Online
Payroll Accounting
Balance Sheet
Accounting Basics
Accounting Software
Accounts Receivable
Bank Reconciliation
Data Entry
Transaction Data Entry
Bookkeeping
Cash Flow Statement
Intuit QuickBooks
$60 hourly
Melanie P.
- 5.0/5
- (2 jobs)
With 12+ years of experience in accounting and finance, I help growing companies—especially in e-commerce, membership-based models, and startups—gain clarity, control, and confidence in their financial operations. Whether you're launching a new venture or scaling an existing one, I bring strategic insight and hands-on expertise to keep your books clean and your decisions data-driven. What I Do: Full-cycle accounting & financial reporting Revenue recognition for e-commerce & membership models Monthly close & reconciliation (QuickBooks Online expert) Budgeting, forecasting & financial modeling Sales & use tax compliance (multi-state) Annual report filings & state registrations KPI dashboards & performance analysis Accounting system setup & process optimization I've worked across fast-paced startups and established companies, partnering directly with founders, CFOs, and operations teams to build scalable financial foundations. I'm proactive, detail-oriented, and comfortable taking ownership of the numbers so you can focus on growing the business. Let’s connect if you're looking for a reliable, senior-level finance partner who understands the unique challenges of your business.

Financial Accounting
Bookkeeping
Data Entry
Search Engine Optimization
QuickBooks Online
Accounts Payable Management
Microsoft Excel
Accounts Receivable
$50 hourly
Amy W.
- 4.9/5
- (21 jobs)
Are your books messy? It's okay! I am here to help! I specialize in cleaning up and catching up Quickbooks Online books. I am used to working closely with CEO’s and I have a streamline the process to get the answers I need without multiple meetings. I understand you have a company to run, and that is what you excel at. I can get your books clean and keep them clean with monthly bookkeeping! I have helped small businesses save $4,000-$9,000 annually with efficient bookkeeping practices. When your books are correct and managed carefully, you can value your reporting, and from there, you can make efficient business decisions. I also help small business owners understand their Profit and Loss and Balance Sheets, so you will have your finger on the financial pulse of your company. I provide monthly bookkeeping services with Quickbooks Online, including account reconciliation, A/P, A/R, and payroll. I particularly love cleaning up books, so if your books are a mess, don't stress, I can help!! I have set up new Quickbooks Online accounts as well as transferring Quickbooks Desktop to Online. I have a particular interest in veterinary medicine and service based industries, but also serve a range of small businesses. Let's have a meeting and let me help solve your bookkeeping headache!

Financial Accounting
Account Reconciliation
Video Cleanup
Light Bookkeeping
Virtual Assistance
QuickBooks Online
Bookkeeping
Microsoft Excel
Accounting Basics
Accounts Payable
Bank Reconciliation
Accounts Receivable
Intuit QuickBooks
$40 hourly
Jonathan S.
- 5.0/5
- (53 jobs)
If your business needs multiple years of accounting and tax cleanup, I’m here for you! Allow me to get your business’ bookkeeping and financial statements cleaned up and take care of all your tax needs! I am a licensed CPA as well as a Certified QuickBooks Online Pro-Advisor with multiple years of Accounting & Tax experience and I'm here to help you save time and money. Here are the services I provide: QuickBooks Bookkeeping and tax preparation for Businesses and Individuals: • Setup, Cleanup, & Monthly Bookkeeping • Year-round tax planning and consulting for your business • Preparing both business and personal tax returns Business Entities we work with: • Single-Member and Multi-Member LLCs • Partnerships • S-Corporations • C-Corporations The process to get started is simple. We’ll have an initial chat, you’ll add me to your QuickBooks file, and then I’ll send over a QBO checkup and custom proposal that meets your exact needs!

Financial Accounting
Tax Planning & Advisory
Certified Tax Preparer
Tax Preparation
QuickBooks Online
Tax Preparation Software
CPA
Accounting Basics
Intuit QuickBooks
Tax Return
Data Entry
Bookkeeping
$40 hourly
Maxime P.
- 4.6/5
- (8 jobs)
At The Firm Accounting & Tax Solutions, we believe businesses and individuals of all sizes and income levels deserve to have their tax and accounting needs to be met professionally and attentively. With over 15 years serving clients nationwide, our company prides itself on maintaining professional certifications and dedicating time and resources to continuing education and professional development. This dedication to knowledge and training allows us to provide our clients with the highest level of service and added value by staying up-to-date with the latest tax law changes, new tax deductions, and accounting techniques. When you work with Virtual Tax Pros, you’ll receive expertise, quality and professionalism, and personalized treatment. Service virtual/online clients Budgeting Financial modeling and management Bank reconciliation Business startups Financial and tax reporting GAAP Audits Internal controls Quickbooks Payroll Tax compliance and planning Cash-flows

Financial Accounting
Accounting
Data Entry
Bookkeeping
Certified Tax Preparer
QuickBooks Online
Intuit QuickBooks
Accounts Receivable
Payroll Accounting
Microsoft Excel
Account Reconciliation
Tax Preparation
Tax Return
$75 hourly
Nicholas J.
- 5.0/5
- (20 jobs)
Thanks for taking a look at my profile. I've been on Upwork for over a year now helping my clients navigate complex, real world financial problems through the use of Excel. Whether it's in the real estate, pharmaceutical space, or anything in between, I can deliver on-time and profit-generating results. I have real world experience in commercial real estate financial modeling, budget/pro forma creation, and data analytics tools through companies such as Sentio Investments, Darden, and PCE Investment Bankers. Client satisfaction is my number one goal. I know everyone on here says that but if you take a look at my Job Success Score and my client reviews, you'll know I'm serious.

Financial Accounting
Accounting
Data Analysis
Budget Planning
Forecasting
Real Estate Investment Assistance
Financial Analysis
Financial Projection
Spreadsheet Software
Financial Modeling
Finance & Accounting
Real Estate Financial Modeling
Pro Forma Statement
Data Entry
Microsoft Excel
$165 hourly
Emily V.
- 5.0/5
- (11 jobs)
I am a highly motivated and analytical accounting professional. I am a Certified Public Accountant (licensed in the state of Florida, United States) and Certified Fraud Examiner with experience in auditing, financial statement account analysis, and client management. I am passionate about the work I do and am a detail-oriented professional who values the importance of accuracy and integrity.

Financial Accounting
Microsoft Word
Nonprofit Organization
Microsoft Excel
Financial Audit
$70 hourly
Ron D.
- 5.0/5
- (9 jobs)
I am a former executive financial officer with decades of experience handling all aspects of accounting work. Because of my years in the field, I am well adept at: • Setting up new financial systems and workflows, • All aspects of QuickBooks, such as data entry and account setup, • Getting your company's financials up-to-date and accurate, • Handling your payroll, corporate, or personal tax preparation, • Preparing payroll and payroll end-of-the-year forms for employees and contractors, • Anything your company needs that is accounting or finance related. I am well versed in all Microsoft Office products and an expert in Excel and Access software. I am also an experienced VBA coder and have worked with XML and SQL. I enjoy working closely with my clients to determine their needs and to deliver accurate, professional results, every time. My extensive time in the areas of consulting and management also benefits my clients as I can offer experienced business advice should the need arise.

Financial Accounting
Payroll Accounting
Intuit QuickBooks
Management Accounting
Project Workflows
Data Integration
Accounting Software
Taxes
Bank Reconciliation
GAAP
Bookkeeping
Accounts Receivable
$50 hourly
Michael E.
- 5.0/5
- (10 jobs)
Hello! My name is Michael Eaton, CPA. I have 15+ years of accounting, bookkeeping and tax experience, including currently being a Controller at a miz-size construction company. My previous experience includes being a Tax Manager for a public tax firm and a Senior Auditor for a public firm. I have extensive experience in preparing and reviewing 1040 returns, Partnership Returns, S-Corp Returns and Corporate returns. I am also a professional bookkeeper with extensive experience in using Quickbooks. I can help get your company's books cleaned up and managed correctly while offering tax-saving strategies and tips along the way!

Financial Accounting
Bookkeeping
Taxes
Certified Tax Preparer
CPA
Tax Law
Corporate Tax
US Taxation
Accounting
General Ledger
Income Statement
Balance Sheet
Tax Preparation
Tax Return
Intuit QuickBooks
$50 hourly
Tabetha Marie M.
- 4.7/5
- (345 jobs)
Hi! I’m Tabetha, a seasoned US Tax Preparer and Bookkeeper with over 15 years of experience helping businesses across industries streamline their finances, maximize profits, and stay compliant with tax regulations. As a Certified QuickBooks ProAdvisor, I bring precision, efficiency, and tailored solutions to every project I take on. My expertise spans multiple industries, including real estate, eCommerce, tech, retail, and consumer goods. I specialize in managing complex financial processes and delivering personalized strategies to help businesses achieve their goals. Whether you’re an entrepreneur, small business owner, or established company, I’m here to make your financial management seamless and stress-free. 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: Certified QuickBooks ProAdvisor with 10+ years of experience Comprehensive bookkeeping, from setup to maintenance Payroll processing and compliance management Account reconciliations for accuracy and transparency Preparation of detailed financial statements and reports Strategic budgeting and forecasting to guide your financial decisions 𝐓𝐚𝐱 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: Business and individual tax preparation, including federal, state, and local filings Corporate tax management, including S-Corp (1120S), C-Corp (1120), and Partnership LLC (1065 with K-1s) Personal returns (1040) for sole proprietors and single-member LLCs Nonprofit 990 filings for charitable organizations Tax planning, projections, and strategies to minimize liabilities Sales tax reporting and payroll tax compliance 𝐀𝐝𝐯𝐚𝐧𝐜𝐞𝐝 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: Financial modeling and cash flow analysis to drive growth Clean-up of disorganized or incomplete books Migration to and from accounting software platforms (QuickBooks, Xero, Zoho, NetSuite) Advisory support for setting up efficient accounting systems and processes What sets me apart? I don’t just crunch numbers—I work closely with you to understand your business and its unique challenges. I’ll help you navigate complex tax situations, reduce liabilities, and ensure compliance, so you can focus on growing your business. With a forward-thinking approach, I empower my clients to understand their financial position today and prepare for a brighter tomorrow. Let’s collaborate to take the stress out of bookkeeping and tax preparation. I’d love to hear about your goals and how I can help you achieve them. Reach out to get started!

Financial Accounting
QuickBooks Online
US Taxation
Light Bookkeeping
Finance & Accounting
Certified Tax Preparer
Tax Preparation
Oracle NetSuite
Bookkeeping
Payroll Accounting
Accounts Receivable
Bank Reconciliation
Accounts Payable
Intuit QuickBooks
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