Looking for more than just a bookkeeper?
I help businesses get clean, accurate books and financial clarity they can rely on.
Chartered Accountant & QuickBooks Certified ProAdvisor with 10+ years of accounting experience.
I help business owners with bookkeeping, accounting, and cleanup services who need accurate records, timely reporting, and reliable financials whether it’s cleaning up messy books, handling monthly bookkeeping, or supporting growth with structured financial insights.
Having worked with global clients and enterprise-level organizations, I bring a strong focus on accuracy, reconciliations, internal controls, timelines, and confidentiality. My approach goes beyond transaction entry, I ensure your books are decision-ready, audit-friendly, and tax-ready ✅
How I can support your business:
📌 Bookkeeping & transaction categorization (QuickBooks Online, Zoho Books, Xero)
📌 Cleanup & catch-up bookkeeping for inaccurate or incomplete records
📌 Bank & credit card reconciliations
📌 Accounts payable & accounts receivable management
📌 Invoice creation, billing, and payment tracking
📌 Financial statements: Profit & Loss, Balance Sheet, Cash Flow
📌 Monthly bookkeeping and ongoing accounting support
📌 Management reporting, KPIs & dashboards
📌 Budgets, forecasts & financial projections
📌 Financial modelling & fractional CFO support
I’ve supported startups, e-commerce businesses, restaurants, FMCG, and service companies, helping them move from uncertain numbers to clean, reliable financial reports.
Whether you need a one-time bookkeeping cleanup, ongoing monthly bookkeeping, or strategic accounting and finance support, I deliver work that is accurate, structured, and dependable.
📩 Message me to discuss your bookkeeping or accounting requirements.
Bookkeeping
Financial Reporting
Taxes
Budget Planning
Financial Analysis
QuickBooks Online
Financial Planning
Accounts Payable
Accounts Receivable
Financial Statements Preparation
Accounting
Bank Reconciliation
Payroll Accounting
Mokshit S.
Surat, India
$9/hr
5.0
3 jobs
My professional journey includes
💎More than three years as a Credit Analyst with a leading bank,
💎Prior to that another three year of audit experience with one of the Big 4 audit firms in India.
✍🏼Financial and Accounting Expert with Excel Specialization.
✍🏼Providing bookkeeping and reports related services to clients for their different Accounting needs. Expertise in different Accounting Software such as SAP, Tally ERP9 and other ERP Software.
Key Skills & Expertise:
✅Financial Reporting & Accounting: Expertise in preparing complex financial reports and ensuring compliance with relevant regulations.
✅Credit Analysis & Loan Processing: Proficient in loan processing for working capital and capital expenditure (CapEx), and assessing creditworthiness.
✅Financial Analysis & Consultancy: Providing deep insights through financial analysis, assisting in business decision-making.
✅Financial Projections and Budgeting: Skilled in creating financial projections to help businesses plan their growth strategies.
✅Cost Analysis & Allocation: Efficient in conducting cost analysis to optimize expenditure and enhance profitability.
✅Accounting & Bookkeeping: Comprehensive knowledge of accounting practices, bookkeeping, and tax consultancy.
✅Microsoft Office Suite: Advanced skills in Excel (financial modeling, data analysis), Word, and PowerPoint for professional presentations and reports.
✅Logical & Analytical Reasoning: Strong problem-solving skills with a focus on finding data-driven solutions.
Additional Interests:
✅Passionate about analyzing small to mid-sized corporate financials to identify investment opportunities in the Indian market.
If you're looking for a reliable partner for your financial projects, I'd love to work with you. Feel free to reach out, and let's discuss how I can help you achieve your financial goals. Thank you!
General Ledger
Loan Processing
Financial Audit
Accounting Basics
Microsoft Excel
Equity Research & Analysis
Cost Management
Account Reconciliation
Taxation
Budget Management
Financial Projection
Balance Sheet
Juhi A.
Surat, India
$15/hr
4.9
100 jobs
Top-Rated US & Canada CPA | E-Commerce, Construction & Real Estate Specialist | QBO & Gusto Certified
Are your books a month behind? Scaling quickly and losing control of cash flow, inventory, or complex payment clearing accounts?
As a licensed CPA (Arizona State Board) with an MBA in Finance and 8+ years of experience, I help US and Canadian businesses turn messy financial data into clean, audit-ready, and actionable financial reporting.
My background combines enterprise-level rigor from JPMorgan Chase and Nomura International with hands-on, end-to-end bookkeeping for small-to-medium businesses, e-commerce brands, real estate firms, and construction contractors.
🌟 Core Industry Expertise
E-Commerce & Retail: Complex multi-channel revenue recognition, settlement report breakdowns (Shopify, Amazon, eBay), payout clearing reconciliations (Stripe, PayPal, Square), and inventory tracking.
Real Estate & Property Management: Rental property accounting, 1031 exchanges, security deposit tracking, mortgage/loan bifurcation, and portfolio performance analysis.
Construction & Contracting: Job costing, progress billing, WIP (Work in Progress) reporting, subcontractor management, and 1099 compliance.
Professional Services & SaaS: Retainer management, deferred revenue, recurring billing, and cash flow forecasting.
🛠️ Specialized Services
Historical Cleanup & Catch-Up: Transforming months or years of disorganized, un-reconciled books into pristine, tax-ready financial statements.
E-Commerce Integration & Clearing Reconciliation: Seamlessly connecting sales channels to QuickBooks/Xero using A2X, Webgility, or Hubdoc to eliminate duplicate sales or phantom fees.
Financial Management & KPIs: Preparing custom management reports, variance analyses, budgets, projections, and interactive financial dashboards.
Full-Cycle Bookkeeping: AP/AR management, inventory tracking, bank & credit card reconciliations, and payroll advisory (Gusto Certified).
💻 Technical Stack & Software Mastery
Core Accounting: QuickBooks Online (ProAdvisor Certified), Xero, Wave, Zoho Books
E-Commerce & Integrations: Shopify, Amazon Seller Central, eBay, A2X, Webgility, Hubdoc
Payment Gateways: Stripe, PayPal, Square, Amazon Pay
Advanced Excel & Analytics: VLOOKUP/XLOOKUP, Pivot Tables, Financial Dashboards, Visualizations, & Big Data Cleanup
🤝 Why Work With Me?
Audit-Trail First Approach: I don't just "categorize" transactions; I ensure strict adherence to GAAP/accrual accounting standards so your tax CPA has zero headaches.
Clear & Direct Communication: Timely updates, complete transparency, and proactive identification of workflow bottlenecks.
Enterprise Precision, SMB Agility: Corporate-level accuracy tailored specifically to the speed and needs of growing businesses.
Ready to get your financial workflows streamlined and your books audit-ready? Send me an invite or message, and let's discuss your project!
Business Analysis
Project Finance
Business Valuation
Pitchbook
Valuation
Financial Analysis
Market Analysis
Quantitative Analysis
Financial Planning
Himanshu G.
Surat, India
$30/hr
5.0
6 jobs
Quick question: are you overpaying for tax filing you could get at half the cost, with the same (or better) quality? hear me out - I'm Himanshu Gondaliya, an IRS Enrolled Agent (EA) & Chartered Accountant (CA) with 5+ years of experience in US tax and full-cycle accounting. As a federally licensed tax practitioner, I'm authorized to represent individuals and businesses before the IRS in all 50 states — not just file your return, but stand in your corner if the IRS comes knocking.
I've filed 1,500+ tax returns to date. My goal is simple: minimize your tax liability, resolve IRS issues fast, and keep your books clean year-round — so you can focus on your business instead of your paperwork.
🧾 Tax Returns I File (by experience)
✔️ 500+ Individual Returns — Form 1040 (incl. high-net-worth W-2, multiple 1099s, self-employed/Schedule C)
✔️ 400+ S-Corporations — Form 1120-S
✔️ 250+ Partnerships — Form 1065
✔️ 200+ Foreign-Owned US Entities — Pro Forma 1120 + Form 5472
✔️ 150+ C-Corporations — Form 1120
🌍 Specialty: Foreign-Owned US Businesses
Running a US LLC or corporation from outside the US? I handle the Pro Forma 1120 + Form 5472 filings that carry steep penalties when done wrong — accurately and on time.
📊 Bookkeeping & Accounting (QuickBooks Online)
✔️ Full-Cycle Bookkeeping & Financial Reporting
✔️ Bank & Credit Card Reconciliations
✔️ Accounts Payable & Receivable (AP/AR)
✔️ Catch-Up & Clean-Up Bookkeeping for messy or outdated books
👥 Who I Work With
E-commerce sellers · Real estate professionals · Service-based businesses · Freelancers & self-employed · High-net-worth W-2 earners with multiple 1099s
🎯 Why Work With Me
🛡️ Federally licensed EA — I can represent you before the IRS, something most bookkeepers and many preparers cannot
📈 1,500+ returns filed — accuracy and volume you can trust
🌍 All 50 states + foreign-owned entity expertise
⏱️ Detail-oriented, deadline-driven, and responsive throughout
Let's simplify your taxes and tidy up your books. 📩 Message me today for a free consultation.
Tax Preparation I US Taxation I Tax Return I Enrolled Agent I Form 1120 I Form 1065 I Form 5472 I Corporate Tax I IRS I Bookkeeping I QuickBooks Online I Tax Planning I Certified Tax Preparer I Accounting I Financial Accounting
US Taxation
Tax Planning & Advisory
Tax Preparation
Tax Law
S-Corporation
C-Corporation
IRS Resolution
Sole Proprietorship
Certified Tax Preparer
Tax Strategy
Business Services
Tax Return
Tax Preparation Software
IRS Income Tax Audits
Bhavik G.
Surat, India
$17/hr
4.4
19 jobs
𝗖𝗼𝗺𝗺𝗶𝘁𝗺𝗲𝗻𝘁 to accuracy, consistency, and quality—because I believe that precise, reliable and 𝘀𝘁𝗿𝗲𝘀𝘀 𝗳𝗿𝗲𝗲 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗶𝘀 𝘁𝗵𝗲 𝗯𝗮𝗰𝗸𝗯𝗼𝗻𝗲 𝗼𝗳 𝗲𝘃𝗲𝗿𝘆 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀.
𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐎𝐯𝐞𝐫𝐯𝐢𝐞𝐰:
✅ 𝗙𝘂𝗹𝗹-𝘁𝗶𝗺𝗲 𝗮𝗴𝗲𝗻𝗰𝘆 𝗼𝘄𝗻𝗲𝗿 𝗮𝘁 𝗚𝗹𝗼𝗯𝗮𝗹 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗞𝗣𝗢
✅ 8+ Years of experience in Accounting & finance
✅ Certified Accountant Degree holder
✅ Top rated profile on Upwork
✅ 100% Job Success.
✅ 5500+ hours worked on Upwork
✅ QuickBooks Certified Pro Advisor & Xero Certified Expert
𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿𝗲𝗱:
✅End-to-end accounting
✅Accounts Payable (AP) management
✅Accounts Receivable (AR) management
✅Payroll management
✅Fractional CFO services
✅Sales & Use Tax Preparation
𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝗱 𝗰𝗹𝗶𝗲𝗻𝘁𝘀:
✅ 𝗖𝗣𝗔 𝗙𝗶𝗿𝗺, 𝗗𝗲𝗹𝘄𝗮𝗿𝗲: Handling accounting back office support of 55+ clients
✅ 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗙𝗶𝗿𝗺, 𝐓𝗲𝘅𝗮𝘀: Handling portfolio of 45+ Bookkeeping clients
✅ 𝗖𝗣𝗔 𝗙𝗶𝗿𝗺, 𝗔𝘂𝗰𝗸𝗹𝗮𝗻𝗱, 𝗡𝗭: Handling back office support of 90+ clients (Bookkeeping & taxation).
✅ 𝗙𝗿𝗮𝗻𝗰𝗵𝗶𝘀𝗲𝘀 𝗼𝗳 𝗣𝗼𝗽𝗲𝘆𝗲𝘀: Handling End-to-End accounting of client based in Chicago having 11 franchises of Popeyes.
✅ 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗘𝗻𝘁𝗶𝘁𝘆: Managing end-to-end accounting for real estate development and management company having 165+ residential units.
✅ 𝗥𝗲𝘁𝗮𝗶𝗹 𝗦𝘁𝗼𝗿𝗲𝘀 𝗠𝗜𝗦 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴: Handling MIS and Board Reporting for the client based in New Jersey having 9 Eyewear retail stores across NY & NJ
✅ 𝗜𝗧 𝗖𝗼𝗺𝗽𝗮𝗻𝘆, 𝗡𝗬: Successfully supporting IT company in their process improvements and managing their end-to-end accounting.
✅𝗘-𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗣𝗮𝗰𝗸𝗮𝗴𝗶𝗻𝗴 𝗮𝗻𝗱 𝗖𝗼𝗻𝘁𝗮𝗶𝗻𝗲𝗿𝘀 𝗦𝘂𝗽𝗽𝗹𝗶𝗲𝗿: Serving as senior accountant at leading distributor of shrink wrap, shrink wrap supplies and shrink wrapping equipment from top manufacturers including Ripack and Shrinkfast.
𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲:
✅ Intuit QuickBooks Online
✅ Intuit QuickBooks Desktop
✅ XERO Accounting
✅ Yardi (specially used for accounting in Real Estate Industry)
✅ AppFolio (specially used for accounting in Real Estate Industry)
✅ Oracle NetSuite
✅ Zoho Books
✅ Wave Accounting
✅ Sage
✅ Buildium (especially used for accounting in Real Estate Industry)
𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐅𝐚𝐜𝐢𝐥𝐢𝐭𝐲:
✅ Dual Screen Workstations
✅ High-speed Internet Connection
✅ Equipped with the latest Hardware configurations
✅ Licensed Microsoft 365 setup (Advanced Excel, Word, PowerPoint, etc.)
✅ Antivirus Software Installed
𝐎𝐮𝐫 𝐔𝐧𝐢𝐪𝐮𝐞 𝐕𝐚𝐥𝐮𝐞 𝐏𝐫𝐨𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧
✅ 𝐁𝐢𝐠 𝟒 & 𝐅𝐨𝐫𝐭𝐮𝐧𝐞 𝟓𝟎𝟎 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞: Expert professionals ensure top-tier financial management.
✅ 𝐂𝐥𝐢𝐞𝐧𝐭-𝐟𝐢𝐫𝐬𝐭 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡: We work as an extension of your team with direct, personalized communication.
✅ 𝐓𝐢𝐦𝐞𝐥𝐲 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 & 𝐓𝐮𝐫𝐧𝐚𝐫𝐨𝐮𝐧𝐝: Accurate results delivered swiftly, with client messages answered in 10-15 minutes.
✅ 𝐔𝐒 𝐓𝐢𝐦𝐢𝐧𝐠𝐬: Operating on US hours for seamless communication.
✅ 𝐓𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 & 𝐒𝐎𝐏𝐬: Customized workflows with standardized SOPs for consistency.
𝐃𝐚𝐭𝐚 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲:
✅ 𝐄𝐧𝐝-𝐭𝐨-𝐄𝐧𝐝 𝐏𝐫𝐨𝐭𝐞𝐜𝐭𝐢𝐨𝐧: Firewalls, endpoint security, and real-time threat detection prevent cyber risks.
✅ 𝐄𝐧𝐜𝐫𝐲𝐩𝐭𝐞𝐝 & 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐭: Data is fully encrypted and managed per industry security standards.
✅ 𝐖𝐞𝐛 & 𝐄𝐦𝐚𝐢𝐥 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲: Protection against phishing, malicious sites, and email threats.
✅ 𝐒𝐭𝐫𝐢𝐜𝐭 𝐀𝐜𝐜𝐞𝐬𝐬 𝐂𝐨𝐧𝐭𝐫𝐨𝐥𝐬: Only authorized personnel can access data; USB/software restrictions apply.
✅ 𝐃𝐚𝐭𝐚 𝐋𝐨𝐬𝐬 𝐏𝐫𝐞𝐯𝐞𝐧𝐭𝐢𝐨𝐧 (𝐃𝐋𝐏): Prevents leaks, unauthorized transfers, and insider threats.
✅ 𝐀𝐧𝐭𝐢-𝐑𝐚𝐧𝐬𝐨𝐦𝐰𝐚𝐫𝐞 & 𝐓𝐡𝐫𝐞𝐚𝐭 𝐏𝐫𝐞𝐯𝐞𝐧𝐭𝐢𝐨𝐧: Multi-layered security shields financial data.
✅ 𝐎𝐧-𝐒𝐢𝐭𝐞 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐎𝐧𝐥𝐲: No remote access; employees work on-site for maximum security.
I understand that choosing the right outsourced accounting partner is crucial. That’s why i offer a 𝟏𝟎-𝐡𝐨𝐮𝐫 𝐟𝐫𝐞𝐞 𝐭𝐫𝐢𝐚𝐥—no commitments, just quality service. Let’s discuss your requirements and create a customized solution for your business.
Thank you for taking the time to read my Upwork Profile.
Best Regards,
Bhavik G.
Bookkeeping
Accounting
Zoho Books
Accounts Receivable
Accounts Payable
Financial Analysis
QuickBooks Online
Xero
Budget Planning
AppFolio
CPA
Financial Reporting
Buildium
Yardi Software
Bank Reconciliation
Payroll Accounting
Finance & Accounting
Financial Statements Preparation
Month-End Close Assistance
Cash Flow Analysis
Saiyoni S.
Surat, India
$50/hr
4.8
19 jobs
Certified Chartered Accountant | Certified Cost & Management Accountant | Accounting & Financial Analyst
My Clients and I work in a team for scaling the business to the next level including:
~Assessing company's financial health.
~Identifying trends.
~Conducting cost-benefit analyses.
~Evaluating the effectiveness of financial controls.
~Forecasting future performance.
~Taking strategic & informed decisions making.
The Key Highlights of my work
🎯 Sumeet Industries Ltd: Build operational & financial processes of Textile manufacturing business undergoing overhaul which heled the company in continuation of the business on INR 1200 Crores.
🎯 Jet Airways Ltd: Prepared Quarter end and year end financial statements and reports of the airline company.
🎯 Shish Industries Ltd: Build accounting tools and financial systems along with transforming the data into new accounting software which helped the company by saving INR 20 Lakhs +
By Working with me, you will
✔️Propelling your business to the forefront and fully understand the in's and out's of the finances.
✔️ Experienced Quick books, Zoho and Power BI guidances.
✔️Have in place strong financial systems and procedures so you can remove Leaks.
✔️Receive insightful and easy to understand financial reports and dashboards for decision making.
✔️Find KPI's of the businesses and scale them exponentially.
✔️Work with an experienced & friendly finance personnel.
✔️ Perform your work right on time.
PS : Hit the Invite button and let's get on a call
Financial Report
Financial Analysis
Accounting Principles & Practices
Accounting Advisory
Account Management
Financial Modeling
Finance & Accounting
Financial Consulting
QuickBooks Online
Bookkeeping
Business Analysis
Private Equity
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