I am a Qualified Chartered Accountant (CA) with a strong foundation in accounting, auditing, taxation, and financial management. I bring hands-on experience in delivering accurate, compliant, and practical financial solutions for businesses and individuals.
I believe in doing things the right way—clean books, proper compliance, and clear financial insights that actually help you make better decisions.
Services I Offer:
✔ Accounting & Bookkeeping – Maintain accurate financial records and prepare compliant financial statements.
✔ Auditing & Financial Review – Conduct audits, identify discrepancies, and suggest improvements in processes.
✔ Taxation (Individuals & Businesses) – Plan and file taxes while optimizing savings and ensuring compliance.
✔ Finance & Business Support – Assist with budgeting, forecasting, and financial analysis for better decision-making.
✔ Software & Tools – Utilize QuickBooks, Tally, ERP systems, and advanced Excel for reporting and analysis.
Why Clients Choose Me:
# Detail-oriented and deadline-driven
# Strong ethics and professional discipline
# Clear communication—no jargon, no confusion
# Reliable support you can trust with your finances
Accounting
Bookkeeping
Financial Planning
Taxation
Payroll Reconciliation
Payroll Accounting
Bank Reconciliation
Account Reconciliation
Internal Auditing
Finance & Accounting
Muneet K.
Indore, India
$40/hr
5.0
4 jobs
Greetings! I'm CA. Muneet Kakani, your dedicated partner in achieving financial success. With a background in finance, analytics (FP&A) and automation, I offer tailored solutions to ignite business growth and empower your journey.
My Services : Your Financial Journey Awaits
Budgeting & MIS: Let's work together to keep your finances on track, giving you real-time insights so you always know where you stand.
Business Analytics & Insights: I'll help you make sense of your data, finding valuable insights that can shape your business decisions.
Pricing & Churn Mastery: Together, we'll figure out the best prices for your products or services while making sure your customers stick around.
Start-Up Dream Weaver: Let's turn your startup dreams into reality, building a solid foundation for a successful business.
CFO Wisdom, CFO Cost: Get top-notch financial advice without the big price tag, ensuring your money is well spent.
ERP & Tools Transformer: We'll bring your systems up to speed with the latest tools, making your operations smoother and more efficient.
SAP & Vistex Visionary: We'll help you make the most of SAP and Vistex technologies, leveraging them to grow your business.
Finance Superhero Trainer: I'll teach your team the financial skills they need to excel, turning them into the heroes of your finance department.
Let's Create Your Financial Success Story Together!
Internal Control
Business Analysis
Financial Reporting
Pricing Strategy Consulting
Enterprise Resource Planning
Management Information System
Financial Planning
System Automation
Budget Planning
Microsoft Power BI
Xero
QuickBooks Online
Zoho Books
Akansha D.
Indore, India
$15/hr
5.0
44 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 client’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 ↔ 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
Sakshi J.
Indore, India
$20/hr
4.3
8 jobs
As a Certified Public Accountant in the state of Washington I have extensive knowledge in US Individual, Business and International taxation. My 8 years of experience in tax can add value to your project.
I'm Expert on:
1. US tax return preparation and consulting
a. Forms: 1040, 1065, 1120S,1120, FBAR, 1116,2553
b. 1099 (IND, DIV, NEC, MISC, etc.)
c. Preparation of W2, W4, W9,, W8 BEN, W8 BEN-E,
d. Filing Form 940 & Form 941
2. State & Sales Tax (All States)
a. Tax Registration
b. Sales Tax Return Filing
c. Franchise Taxes & Annual Returns
d. Tax Exemption Certificate
3. Business Formation & Structuring
a. LLC, C-Corp, S-Corp, Partnership Incorporation (All states)
b. Tax ID Number (EIN, SSN, EFTPS PIN) acquisition
c. Business Bank Account Setup (Payoneer, Mercury, Stripe, Wise, Chase, Citi)
d. Business License Procurement
e. DBA (Doing Business As) Registration
4. IRS Tax problems
a. Tax notices and letters
b. Penalty abatement
5. Organization
a. QuickBooks
b. Accounting Clean-up, Chart of Accounts Setup
c. Bank & Credit Card Reconciliation
d. Organize information, Provide reports, Income statements, Balance sheets, Budgets.
Feel free to reach out to me if you have any questions.
Financial Accounting
Tax Return
Intuit QuickBooks
Bank Reconciliation
Tax Preparation
US Taxation
Company Registration
C-Corporation
S-Corporation
Limited Liability Company
CPA
Tax Law
Bookkeeping
Corporate Tax
Accounting Principles & Practices
Aditya B.
Indore, India
$30/hr
5.0
16 jobs
Welcome to my Upwork profile for accounting and bookkeeping services!
I am a professional accountant with 15+ years of experience in the industry. I specialize in providing top-notch accounting and bookkeeping services to businesses of all sizes. My goal is to help you stay on top of your finances and make informed business decisions. I am a licensed CPA from USA & India.
My expertise includes:
• Managing accounts payable and accounts receivable
• Recording financial transactions in accounting software such as QuickBooks, Xero, and Wave, MS
Excel.
• Preparing financial statements such as income statements, balance sheets, and cash flow statements
• Reconciling bank statements and credit card transactions
• Providing budgeting and forecasting services
• Ensuring compliance with accounting standards and regulations
• Preparing tax returns and providing tax planning advice
• Acting as Virtual/Fractional CFO and participate in strategic driving of organization
I have a keen eye for detail and am committed to delivering accurate and timely results. I understand the importance of maintaining confidentiality and will always treat your business information with the utmost care and respect.
I am dedicated to providing excellent customer service and building strong relationships with my clients. I am available for ongoing bookkeeping services as well as one-time projects.
Let's work together to streamline your accounting processes and take your business to the next level!
Zoho Books
Intuit QuickBooks
Bank Reconciliation
Financial Projection
Microsoft Excel
Accounting
Financial Planning
Financial Modeling
Budget Planning
Financial Policies & Procedures
CPA
Valuation
Siddhant S.
Indore, India
$10/hr
5.0
1 jobs
Hello, I am an adaptable and talented professional with experience in Legal work and Drafting, Accounting, and Content and Blog writing. I have a solid foundation in each of these areas, so I offer a variety of expertise to any project I work on. I've developed my writing skills as a passionate writer to create interesting and educational content that draws readers in. I am skilled at performing in-depth research and producing exact legal documents to assure compliance and protection on the legal front. Additionally, I am able to manage financial affairs precisely and accurately solely due to my accounting expertise. I'm dedicated to producing first-rate outcomes and going above and beyond expectations, whether it's through imaginative narrative, accurate legal documentation, or thorough accounting responsibilities. I'm looking forward to work as a team and use my wide range of skills to make a positive difference any project at the Upwork website.
Accounting
Content Writing
Blog Writing
Typing
Proofreading
Legal Drafting
Accounting Basics
Legal Writing
Legal Research
Legal Agreement
WordPress
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