Welcome! I'm Pooja - Your Chartered Accountant Partner for Financial Clarity and Business Growth.
Hello! As a Chartered Accountant (CA) with over 7 years' experience across diverse industries, I thrive on turning financial complexity into clear pathways for success. My goal is to provide practical financial solutions – from ensuring rock-solid compliance and improving operational efficiency to offering strategic insights – that help businesses like yours grow and succeed, regardless of your sector.
Core Areas of Expertise:
- Financial Reporting & Analysis: Preparing clear, accurate financial statements (including finalization) and reports that help you understand your business performance and make confident decisions. Proficient in relevant accounting standards.
- Audit & Assurance: Conducting thorough audits (Statutory, Internal, Bank, Stock, Concurrent) to verify accuracy, identify areas for improvement, and guarantee compliance. Experienced in effectively managing CAG audit processes.
- Taxation & Compliance: Managing your direct and indirect taxes (GST, TDS, TCS) accurately and efficiently, ensuring timely filings and providing practical tax planning advice to optimize your position. Also handling monthly ROC / Company Law compliances for Private Limited companies.
Financial Modeling, Budgeting & Planning: Creating reliable financial models, actionable Project Reports, budgets, and cash flow statements to support effective forecasting and strategic business planning.
- Accounting & Finance Advisory: Offering practical advice for all business types to improve financial performance, set up robust internal controls (especially valuable for hotels), streamline financial closing, manage banking compliance (including unsecured loan assessment), and provide bookkeeping oversight and support. Leveraging tools like Advanced Excel for analysis and reporting.
- Financial Writing: I enjoy explaining financial topics clearly and concisely through writing.
Industry-Specific Expertise:
While I help businesses in all sectors, I also bring strong, hands-on experience from working within these specific industries, allowing me to offer practical, tailored insights:
- Construction: Expertly managing project finances end-to-end, from tendering and compliance setups to final payment collections.
- Hospitality: Deep understanding of hotel financial operations, setting up effective internal controls, and preparing specialized financial statements.
- Banking & Financial Services: Strong knowledge of banking operations, risk assessment for lending (unsecured loans), and conducting various critical bank audits.
- IT Services: Efficiently managing resource timesheets, preparing accurate SOW-based invoices, and handling financial compliance unique to the IT sector.
- Manufacturing (incl. Defense), Government & PSU: Extensive experience with account finalization, assisting with key audits (Statutory, Internal, Cost, CAG), and ensuring adherence to all relevant tax regulations (GST/TDS/TCS).
My Commitment to You:
I combine strong analytical skills, developed through years of dedicated financial practice, with real-world, practical knowledge. You can count on my meticulous attention to detail and a proactive approach focused on delivering measurable results. My goal is to provide high-quality financial support that gives you peace of mind and adds real value to your business – whatever your industry.
Ready to bring clarity and efficiency to your financial operations? Let's connect! I'm here to help your business succeed.
Financial Analysis & Valuation
Financial Reporting
Tax Planning & Advisory
Company Registration
Project Report
International Taxation
Accounting
Portfolio Management
Investment Banking
Project Finance
Internal Control
Financial Audit
Financial Modeling
Bookkeeping
Karan K.
Pune, India
$50/hr
5.0
2 jobs
Chartered Accountant | International Tax, Transfer Pricing & Financial Reporting (EY-trained, 9+ Years, India/Singapore/UAE)
I help businesses and high-net-worth individuals stay compliant and audit-ready across multiple jurisdictions - without the back-and-forth confusion that usually comes with cross-border finance.
Chartered Accountant (ICAI, 2019) with 9+ years of experience spanning Big 4 consulting (EY), MNC finance leadership, and my own advisory practice across India, Singapore, and the UAE. I specialize in international tax, transfer pricing, financial reporting (Ind AS/IFRS/SFRS), and regulatory compliance - the kind of work that goes wrong quietly and gets expensive fast if it's not done right the first time.
I can help you with:
✅ Financial statement preparation & finalisation (Ind AS, IFRS, SFRS)
✅ Corporate tax advisory, structuring & tax assessment representation
✅ Transfer pricing documentation, benchmarking, APA/BAPA filings (OECD BEPS-compliant)
✅ GST/VAT return preparation, filing & compliance
✅ M&A financial and tax due diligence
✅ Budgeting, forecasting & variance analysis
✅ Regulatory compliance
✅ Bookkeeping & reporting - SAP, Tally, QuickBooks
Why clients work with me:
I've sat on both sides of the table - advising multinationals at EY, and co-founding a firm running financial operations across three countries. That means I don't just know the rules; I know how they actually get applied when a deal, audit, or filing deadline is on the line.
Available for project-based and ongoing engagements. Fluent in English. Let's talk about what you're trying to solve.
Government Reporting Compliance
Company Valuation
Financial Analysis
Financial Modeling
Investment Strategy
Finance
Finance & Law
Accounting
Balance Sheet
Taxes
Tax Law
Taxation
Legal Entity Structuring
Investment Research
Budget Management
Budget Planning
CPA
Bookkeeping
Financial Audit
Chaitanya S.
Pune, India
$19/hr
5.0
23 jobs
Welcome to My Profile! I'm Chaitanya, Your Expert in Finance & Reporting
Hello! I’m a Chartered Accountant and CFA Level 3 candidate, uniquely positioned to provide expert financial guidance, robust analysis, and strategic insights to help clients achieve enhanced financial performance and informed decision-making with over seven years of robust experience spanning financial analysis, auditing, financial reporting, consultancy, and investment management. My passion is transforming intricate financial data into actionable insights, enhancing decision-making, and improving financial accuracy and performance.
Areas of Expertise:
- Financial Reporting (IND AS, IFRS, GAAP): Expert in developing comprehensive, accurate financial statements and insightful reports, leveraging international accounting standards.
- Risk Management & Mitigation: Proficient in identifying financial risks and implementing effective strategies to mitigate potential impacts.
- Financial Modeling & Fundamental Analysis: Skilled at creating robust financial models and conducting in-depth fundamental analyses for precise valuations and forecasts.
- Portfolio & Investment Management: Experienced in managing diversified portfolios, performing detailed analyses, and adjusting strategies based on thorough market and financial assessments.
- Auditing & Tax Compliance: Adept at conducting thorough audits (including statutory and concurrent audits), handling tax compliance, and resolving intricate tax matters efficiently.
- Data Analysis & Business Intelligence: Led significant automation initiatives, notably transitioning manual processes to advanced systems like the Board Business Intelligence tool, significantly improving financial planning and analysis efficiency.
- Financial Writing & Consultancy: Author of "TRADING DECODED: Unlock the Potential," demonstrating capability in delivering high-quality financial content and strategic consultancy.
Throughout my professional journey across Infosys Ltd, P.S. Bhandari & Associates, and various freelance engagements, I've successfully led financial consolidations, Board BI Implementation for FP&A, played functional role on forecasting projects based on ML, conducted comprehensive audits, ensured meticulous tax compliance, and delivered personalized financial management solutions and investment reporting using tools such as Monarch Money.
Known for my attention to detail, clear communication, and solution-oriented approach, I’m committed to delivering high-quality, strategic financial solutions tailored to your needs.
Feel free to reach out—I’m here to help you achieve financial clarity and success!
Tax Planning & Advisory
Tax Return
Accounting
Business Intelligence
Portfolio Management
Investment Portfolio Review
IRS Income Tax Audits
Financial Consulting
Legal Consulting
Company Registration
Investment Banking
Tax Preparation
Indirect Tax
Project Finance
Project Report
Shubham S.
Pune, India
$35/hr
5.0
20 jobs
US CPA & Chartered Accountant | PwC & Deloitte | 500+ Returns Filed | 7+ Years | Clean books. Lower taxes.
With 7+ years across PwC, Deloitte, and my own firm (Meraki Finserve LLC), I have prepared and filed 500+ US business and individual returns. I handle the full accounting and tax cycle — clean books every month, returns filed on time, and a tax strategy that actually reduces what you owe next year.
✅ TAX FILING — Federal & State
S-Corps (1120-S) · Partnerships (1065) · C-Corps (1120) · Sole Proprietors (Schedule C) · Multi-state filings · Estimated tax payments · IRS/state notice resolution
✅ TAX PLANNING & ADVISORY
Entity structure analysis (LLC vs S-Corp vs C-Corp) · Quarterly planning & projections · Owner compensation optimisation · Retirement plan strategies · Exit & succession tax planning · Year-end tax minimisation
✅ BOOKKEEPING & CONTROLLER SERVICES
Monthly/quarterly close · QuickBooks Online setup & cleanup · Financial statements (P&L, Balance Sheet, Cash Flow) · Bank & credit card reconciliation · Accounts payable/receivable · Payroll recording · Catch-up bookkeeping
WHY CLIENTS CHOOSE ME
🎯 500+ returns filed across S-Corps, Partnerships, C-Corps, and individuals — the volume means I've seen most scenarios already.
🎯 CPA-level thinking, not just data entry — every return comes with a debrief on what to do differently next year.
🎯 Dual credentials (US CPA + Indian CA) mean international context when your business has cross-border dimensions.
🎯 Big 4 rigour (PwC, Deloitte) at boutique firm responsiveness — you always deal directly with me.
🎯 100% remote-ready — cloud accounting, secure portal, async-friendly across US time zones.
HOW WE WORK TOGETHER
1. Discovery call — 20 min to understand your entity, state(s), and goals.
2. Document checklist — clear, organised list sent the same day.
3. Prep & review — draft delivered with a plain-English summary of every material line.
4. Filing & follow-up — e-file, confirmation, and proactive planning notes for the next period.
TOOLS: QuickBooks Online · Drake Tax · Intuit ProConnect · Xero · Microsoft Excel
INDUSTRIES: Professional services · E-commerce · Real estate & rental · Technology & SaaS · Consulting & freelancers · Restaurants & hospitality · Healthcare practices
Send me a message with your entity type and state — I'll tell you exactly what I can do and what it would cost. Most projects get a same-day response.
Accounting
Bookkeeping
Tax Accounting
Tax Preparation
Financial Planning
Tax Planning & Advisory
QuickBooks Online
IRS Income Tax Audits
Corporate Tax
Tax Strategy
Payroll Accounting
Tax Law
Xero
Financial Reporting
Tax Return
Devanshi N.
Pune, India
$60/hr
5.0
17 jobs
In case you are on Upwork for the following needs:
Financial models │Valuations │Excel dashboards │Cohort analysis │Pitch decks │Financial/data/excel analysis │Investment memo │CIM and teaser│Company profiles│Google sheets and tools│Pivot tables│Accounting
Anything and everything related to Excel and PowerPoint!
Well, you have come to the right place. Send me your project requirements via DM and I'll get it done ASAP.
About me: With 3+ years of experience in M&A processes, I've worked closely with Founders and Associates of Investment Banks, Private Equity, and Venture Capital. I run my own firm, DN Finance Consultancy, and hold a Certified Management Accountant designation. I graduated with honors in Finance & Investment and successfully cleared CFA Level 2.
Clients recognize me for my professionalism, attention to detail, strategic insights, and client-centric approach, ensuring every project exceeds expectations.
Let’s connect and bring your financial projects to life!
Finance & Accounting
Financial Analysis & Valuation
Financial Modeling
Microsoft Excel
Microsoft Excel PowerPivot
Excel Formula
PowerPoint Presentation
Microsoft PowerPoint
Financial Model
Financial Analysis
Financial Statement
Financial Projection
Investment Research
Pitch Deck
Accounting
Sagar B.
Pune, India
$12/hr
4.6
11 jobs
I am a Chartered Accountant with 10+ years of professional experience gained at a Big 4 multinational organization, supported by an IFRS Certification from ACCA (UK). My background enables me to handle complex accounting and reporting requirements with precision and confidence.
My strengths span financial analysis, ratio analysis, financial modeling, budgeting and forecasting, financial statement preparation, accounting, and consolidation. I have extensive experience working with tight deadlines while maintaining accuracy, compliance, and high professional standards.
I am highly dependable, deadline‑driven, and focused on exceeding client expectations through clear communication and quality deliverables. I welcome the opportunity to work with clients seeking reliable financial and accounting support.
Financial Audit
Financial Variance Analysis
Financial Projection
Bank Reconciliation
Financial Disclosure
Ratio Analysis
Financial Analysis
International Financial Reporting Standards
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