27 Best Financial Accountants For Hire In New York

Check out Financial Accountants in New York with the skills you need for your next job.

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$75 hourly
- 5.0/5
- (112 jobs)
Small Business Tax ✅ Bookkeeping✅ Crypto Taxes ✅ MTM Tax Trader Status ✅ Capital Gains ✅ Trust and Estate ✅ Payroll ✅ Gift Tax As a Licensed CPA, I specialize in preparation and filing Individual (Form 1040) and Business Income tax returns: 1120 Corporations, 1120S S-Corporations, LLCs, 1065 Partnerships, Schedules C, D, E for Self employed Individuals. In addition to filing Individual and Business returns I offer Trust, Estate, and Gift tax returns preparation: Forms 1041, 706, 709. Why you should work with me? ➡ As an Accounting & Finance Professional, I offer applied experience in managing financial and income tax reporting, account & payroll reconciliation, routing tax & reports for preparation, and developing strong working relationships with clients to overcome business challenges. ➡ I have a track record of navigating frequently changing and complex tax environments related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. ➡ Moreover, I am highly knowledgeable of every aspect required by law and essential for proper and timely filings of Federal, State, and Local Taxation. ➡ I have demonstrated proficiency in preparing quarterly and annual financial reports, handling notices/installment agreements/offers in compromise from the IRS and other taxing authorities and overseeing reconciliation and monitoring of bookkeeping activities. ➡ I have exemplified expertise in analyzing proposed transactions for tax benefits and risks, advising clients on restructuring transactions, and interpreting complex tax rules regarding Corporate, Partnership & Trust transactions. ➡ I am experienced in the following topics: MTM Trader in Securities Status, Trader Tax Status (TTS), Section 475(f) Mark-to-Market election, Section 481(a) adjustment, Form 3115 Application for Change in Accounting method, Depreciation and Amortization. Areas of Practice ■ Tax Compliance and Planning ■ Tax Return Preparation ■ Crypto Taxes ■ IRS/NYS Representation ■ Small Business Bookkeeping ■ Payroll Services ■ Sales and Use Tax Returns Contact me to save yourself and your business from difficult tax situations and have peace of mind!

Financial Accounting
Crypto Asset
Corporate Tax
Cryptocurrency
IRS Resolution
CPA
Bookkeeping
Payroll Accounting
Tax Preparation
Tax Planning & Advisory
Sales Tax
Intuit QuickBooks
$75 hourly
- 5.0/5
- (6 jobs)
🌟 I Help Small Businesses Achieve Financial Clarity and Freedom! 🌟 Are you a service-based business owner trying to find harmony between work and personal life? 🤝 Do you dream of having more time to focus on your passion while running a successful venture? 🚀 Hi there! I'm Jess, your dedicated QuickBooks Online ProAdvisor and ally in achieving the perfect work-life balance. With weekly, monthly, or quarterly bookkeeping, you will be able to make better financial decisions and be tax ready! Do you need help invoicing and paying your bills? I offer that too! I understand the challenges of running a service-based business while balancing personal commitments, and I'm here to lighten your load! 💼🌟 🔹 Why Choose Me? 🔹 🌈 Work-Life Synergy: As your trusted financial partner, I'm committed to helping you find synergy between your business and personal life. Let's unlock more time for what truly matters to you - growing your business and enjoying your journey! ⏰💖 📈 Business Growth: With my expertise in QuickBooks Online and meticulous attention to detail, I'll provide valuable insights into your financial health, empowering you to make informed decisions for exceptional growth! 📊 🌟 Services Tailored to Your Business & Life 🌟 For Mom-Owned Businesses: 🤝 Bookkeeping Solutions: Bid farewell to overwhelming accounting tasks and embrace a worry-free business journey. I'll keep your financial records in impeccable order while you focus on nurturing your business and family! 🏠💕 For Cleaning Services: 🧹 Squeaky Clean Finances: I'll organize your income and expenses, so you can effortlessly track your profits. Spend less time worrying about numbers and more time making your clients' spaces shine! 🧼🏢 For Real Estate Investors: 🏠 Real Estate Wizardry: Let me work my magic with QuickBooks Online, managing your income, expenses, and property-specific accounts. Enjoy the freedom to build a prosperous real estate portfolio while focusing on new investment opportunities! 🏰🏡 For Contractor Services (Cash Basis): 🔨 Building Financial Excellence: As a QuickBooks Online ProAdvisor, I'll organize your finances efficiently. Focus on delivering exceptional projects while I handle the numbers with precision! 🏗️📈 For Service-Based Entrepreneurs: 🌟 Tailored Financial Solutions: Let's collaborate to streamline your finances and drive business success. Whether you're a personal trainer, consultant, or another service-based business, I'm here to support your unique goals! 💪🎯 💌 Let's Connect! 💌 Ready to embrace the balance you deserve? 🌠 Reach out, and let's have a heart-to-heart chat about your business aspirations and personal vision. Together, we'll create a winning strategy for your financial success and life fulfillment! 🚀🌍

Financial Accounting
QuickBooks Online
Financial Analysis
Retail & Consumer Goods
Virtual Assistance
Real Estate
Bookkeeping
Intuit QuickBooks
Bank Reconciliation
Accounting Basics
Accounts Payable
Accounts Receivable
$167 hourly
- 5.0/5
- (35 jobs)
I am a bilingual Certified Public Accountant (CPA) with 10 years of experience in the field, I have dedicated my career to public accounting. I used to work for top tier public accounting firms with a diverse range of clients, primarily consisting of public and private asset management companies, small to mid-sized hedge funds (with assets under $100 million), as well as public and private banks. Presently, my focus has shifted towards offering comprehensive accounting services to small business owners and startups across various industries, including technology, healthcare training, non-profit organizations, media, and more. My extensive expertise encompasses financial statement reporting, in-depth accounting research based on U.S. Generally Accepted Accounting Principles (GAAP), regular basis accounting & bookkeeping, individual taxes etc. I am proficient in QuickBooks and Wave. I am currently assisting with businesses with managing their books and offering ad-hoc advisory and consulting services. My professional goal is to establish long-term partnerships where I can contribute to the growth of my clients' businesses. I aim to serve as their all-in-one solution for vital business services, offering outsourced accounting, bookkeeping, and more. **List of Services** -Audit Contractor -Review of Financial Statements -Compilation of Financial Statements -Preparation of Financial Statements -Outsourced Accounting and Bookkeeping Services(monthly basis or one time project) -Audit of Accounts -Individual Tax -Financial Planning LINS Accounting & Advisory, LLC

Financial Accounting
Financial Reporting
GAAP
Technical Accounting
Financial Report
Chart of Accounts
Account Reconciliation
Financial Audit
Bank Reconciliation
Accounting Basics
Intuit QuickBooks
Bookkeeping
Microsoft Excel
$167 hourly
- 5.0/5
- (15 jobs)
I Help Travel-Loving Entrepreneurs Live a Life They Never Want to Retire From. 💼 Short Bio: Natalia Ivanova, IAR® , Founder and CEO, Financial Planning Specialist, Portfolio Designer at NewGen Wealth Creation, and former financial advisor at Morgan Stanley, with over 9+ years of experience working with travel-loving professionals and entrepreneurs, from small business owners to CEOs of Fortune 500 companies. A dog mom, immigrant, and Puerto Rico-based world traveler, proud to use my platform and experience to empower others to achieve their financial goals and build a fulfilling life. 💼 I am an experienced and driven entrepreneur with over 8 years of Wealth Management industry experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies, and overall support managing their finances. - Built a successful wealth management practice at Morgan Stanley with nearly 50 clients. - Managed book of business with over 1.7 billion in AUM (as of 2019). - Run my own fully registered investment advisory firm that I launched in 2022. - Successfully published over 100 articles 📋 Proven Track Record: Successfully helped over 500 clients retire. Reviewed and prepared over 1,000 financial plans and portfolio analytics. Saved our clients over $500,000 in student loan interest. Saved our clients $3,000,000 in tax savings over the lifetime. Saved our clients over $48,000 in fees. Helped over 3 clients build their first $100,000. Helped all our business owners organize their pension plans. 🌍 Client Diversity: Client acquisition:60% Referrals, 40% Social Media & 0% Cold Calling/Outreach. Having worked with clients from various professions across the United States and worldwide, including medical, interior design, teaching, nursing, hospitality, service model, consulting, fitness training, entrepreneurship, and business ownership, I understand the unique financial challenges and opportunities in these fields. Today most of my clients are startup owners. I also collaborate with CPAs, attorneys, and tax advisors to ensure comprehensive and seamless service for my clients. 📈 Specialized Services: I specialize in a range of financial services, including comprehensive financial planning, retirement planning, business structuring, divorce finance navigation, financial planning for young adults, family financial planning, investment portfolio planning, and tax strategies. 📞 Upwork Consultations: To assist you in understanding the financial services you require and address any questions you may have, I offer 30-minute consultations here on Upwork. I am dedicated to supporting you every step of the way, leveraging my experience and knowledge to guide you through the process efficiently and effectively. 30-minute consultation fee is $75 plus Upwork fee. I also offer flexible and milestone-based project pricing tailored to your specific needs and budget. 📊 Additional Projects: Proficient in Excel and Financial Analysis In addition to my expertise as a financial advisor and portfolio manager, I am highly proficient in utilizing Excel for various financial analysis tasks. I possess advanced skills in budgeting, forecasting, model building, and preparing financial statements such as the balance sheet, income statement, and business projections. My Excel proficiency allows me to streamline and optimize financial data, enabling accurate and insightful analysis. I am well-versed in creating dynamic financial models that provide valuable insights into your business's financial performance and future projections. Whether you require assistance in budgeting, forecasting, or financial statement preparation, I can deliver high-quality results. 🔍🔒 Verifiable Credentials: Find Me on SEC.gov and LinkedIn for Further Verification As a new member on the Upwork platform, I understand the importance of trust and credibility. To provide you with peace of mind and further verification of my professional background, I encourage you to look me up on SEC.gov and LinkedIn. The links to these platforms are provided in my profile below. 🚀Next Steps: English is my preferred language of communication, but I can also provide services in Ukrainian and Russian. I am committed to clear and effective communication and will take the time to educate you on your financial plan to ensure your complete understanding. If you are interested in working together, please reach out to me today. I am always available to discuss your needs further and schedule a call to determine if we are a good fit for each other.

Financial Accounting
Personal Finance & Wealth Management
Wealth Management
Investment Portfolio Review
Portfolio Management
Financial Planning
Financial Plan
Financial Management
Financial Consulting
Financial Analysis
$30 hourly
- 5.0/5
- (24 jobs)
I am a highly motivated and a detailed oriented professional bookkeeper , tax preparer and financial analyst, E-Commerce Specialist looking to assist you in meeting all your accounting and tax goals. I have a vast experience with all aspects of bookkeeping, tax and financial modelling to include, • Accounts receivable and accounts payable • Bank reconciliations and account reconciliations • Inventory tracking and cost of goods sold tracking • Journal entries, month-end, and year-end closings • Financial statements and cash flow forecasting • Budgeting and benchmarking, • Strategic planning, tax planning, payroll taxes, sales taxes and income tax returns. Moreover, I have an excellent command over various accounting platforms like, SAP, Oracle, Quickbooks Desktop, Quickbooks online, Freshbooks, ZohoBooks, Xero, Waves, Quicken, Webgility, Odhoo, Bill.Com, Apparel Magic etc. I have also used various property management tools like Buildium, Yardi, App folio etc. for real Estate bookkeeping. I have been doing bookkeeping for E-commerce businesses as well involving platforms like Amazon, Shopify, WooCommerce, Etsy, Faire etc. For tax preparation and tax filing I've used various tax software such as ATX , Drake, Ultra Tax, Pro-connect, Lacerte for individual and corporate tax returns.

Financial Accounting
Internal Auditing
Financial Audit
Intuit Quicken
Accounting
Financial Reporting
Financial Modeling
Accounts Receivable Management
Accounts Payable Management
Accounting Principles & Practices
Sales Tax
Accounts Payable
Bookkeeping
$80 hourly
- 5.0/5
- (3 jobs)
I am currently a venture capitalist that invests in early stage technology start ups and assists them with their go to market strategies, marketing, and business development. I am also an experienced startup founder, in which I built and scaled my startup, Polliticly. This company was eventually acquired after years of success. I would love to help with all of your business needs and work extremely close to meet your business goals. Looking forward to chatting!

Financial Accounting
Strategic Planning
Business Proposal
Elevator Pitch
Startup Company
FinTech Consulting
Marketing
Investment Strategy
Business Consulting
Business Development
Presentation Design
Business Coaching
Strategy
Financial Modeling
Presentations
$50 hourly
- 5.0/5
- (12 jobs)
Are you looking for an experienced Shopify or Amazon Bookkeeping Expert/ Specialist for your Shopify or Amazon business? You are at the right place lets discuss your Shopify, Amazon Bookkeeping, or Accounting needs in more detail so I can suggest and provide you the best solution according to your Amazon business-specific requirements. I am a Qualified Professional Accountant (Equivalent to CPA) and QuickBooks Online Advanced Certified Elite tier ProAdvisor. I have over ten years of bookkeeping and accounting experience with different eCommerce businesses, especially Amazon and Shopify. Except for Amazon and Shopify, I have extensive experience with Walmart, eBay, Etsy, Stripe, Paypal, etc. I specifically help eCommerce sellers and especially Amazon and Shopify Sellers, to analyze their business position over time so they can make effective decisions that will help their Amazon business to grow. I take my work seriously and do the job professionally. Client satisfaction is my utmost goal. Over my ten years career, I have worked with several Amazon and Shopify sellers. I performed various duties, including full-charge bookkeeping, accounts receivable and payable management and reconciliations, etc. I have also done several implementations and messed cleanups. I am efficient with my work, organized, and detail-oriented. I welcome you to invite me for an interview for your Amazon or Shopify bookkeeping, and I am pretty sure and confident I will not disappoint you. Regards, Ali Yousaf.

Financial Accounting
Amazon FBA
Accounts Payable Management
QuickBooks Online
Inventory Management
Financial Statement
Accounts Receivable Management
Bookkeeping
Tax Preparation
Microsoft Excel
Bank Reconciliation
Account Reconciliation
$40 hourly
- 5.0/5
- (18 jobs)
A CPA and a Chartered Accountant (ACA) with over 6 years of experience at a Big 4 consulting firm (EY). Experience of providing Financial Accounting & Advisory, Financial Modeling and Business Valuations to companies across various sectors. Currently managing Ideate Corporate Consulting, my own consulting firm providing specialized financial & business advisory services to startups and other corporate clients. I specialize in the following: - Financial Statement - IFRS Accounting & Consulting - Analytical Review - Budgeting - Financial Due Diligence - Investment Appraisal - Virtual CFO - Startup Advisory - Business Strategy - Financial Modeling - Financial Operations - Corporate Finance - Business Valuation - DCF Modeling - IRR and Return Modeling - Mergers & Acquisitions - Financial Projections & Forecasts

Financial Accounting
Data Analysis
Financial Planning
Financial Reporting
Financial Presentation
Business Valuation
Business Management
Transaction Data Entry
Financial Projection
General Ledger
$85 hourly
- 5.0/5
- (8 jobs)
I'm a detail oriented professional with excellent communication skills who has over 20 years of full cycle accounting. I have worked in the property management industry, insurance and e-commerce sectors. I’m proficient in Quickbooks, Yardi Voyager, Rent Manager, EPIC and Excel. I'm interested in working on a part- time basis Other top skills and experience: Financial reporting Bank reconciliations Accounts receivables Accounts payables Variance analysis Budgeting Cleaning books System conversions Customer service I provide accurate, quality work and look forward to working with you.

Financial Accounting
Real Estate
Bookkeeping
Financial Reporting
QuickBooks Online
London Computer Systems Rent Manager
Yardi Software
Balance Sheet
Intuit QuickBooks
Microsoft Excel
Account Reconciliation
Bank Reconciliation
Accounts Payable
$40 hourly
- 4.8/5
- (29 jobs)
Hello! I am a CPA with 7 years of experience in accounting, bookkeeping, and tax preparation, Having worked for Upstate New York's largest public accounting firm for 3 years, I am well-versed in almost every corner of the accounting industry. I've seen everything that a small business may come across in its day-day and year-end accounting, and I pride myself on my ability to think analytically and philosophically in finding the most efficient and cost-effective solution to any task that comes my way. I look forward to working together to achieve great things!

Financial Accounting
Financial Writing
Cryptocurrency
Bookkeeping
Tax Preparation
Intuit QuickBooks
$45 hourly
- 5.0/5
- (12 jobs)
Danny is an experienced professional in Financial Services (FS) with 6+ years of driving finance and technology transformations across global clients such as: Investment Banks, Commercial Banks, Mortgage Guarantors, Asset Managers, and other financial institutions. As a manager at Ernst & Young (EY), Danny has led global teams of up to 20 resources and worked directly with senior stakeholders and C-suite executives for Fortune 500 clients. Danny possesses a strong skillset in target operating model design, financial analysis, regulatory reporting, corporate strategy, risk assessments, performance benchmarking, technology implementation, data governance & controls, and regulatory compliance. Other Skillsets: 1) Executive-level Presentations and Storytelling 2) Financial Analysis & Modeling 3) Research & Data Analysis 4) Digital Wealth Investing and latest Industry Trends 5) Excel, PPT, Google Suite (Sheets, Slides)

Financial Accounting
Business Proposal
Data Analysis
Microsoft PowerPoint
Data Management
Business Management
Finance
Benchmarking
Research & Strategy
Finance & Accounting
Management Consulting
Microsoft Excel
Business Development
Financial Modeling
$70 hourly
- 4.6/5
- (61 jobs)
I am passionate about creating value for clients by managing corporate strategy, finance and accounting processes, while identifying cost optimization opportunities. The full time MBA program at the University of Michigan, my investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain corporate strategy, analytical finance and accounting skills that are relevant to assisting with complex strategy, accounting and finance needs I am proficient in building financial statements, developing financial models and financial forecasts / projections, conducting valuation analysis, designing pitch decks, conducting investment / equity and/or general financial research I look forward to working with you!

Financial Accounting
Investment Research
Finance & Accounting
Factset
Valuation
Financial Reporting
Financial Modeling
Company Valuation
Financial Statement
Mergers & Acquisitions
Investment Banking
Financial Analysis
Financial Report
Financial Projection
$55 hourly
- 5.0/5
- (19 jobs)
About Me: With a Bachelor’s Degree in Accounting and over five years of experience in a CPA firm, I specialize in helping business owners optimize their financial operations through expert tax preparation, financial planning, and customized accounting solutions. I’ve worked directly with tax professionals and executives, gaining a deep understanding of the challenges small to mid-sized businesses face. In addition to traditional accounting and tax services, I have a strong passion for streamlining financial processes through Excel VBA automation, specifically designed to enhance financial planning & analysis (FP&A) workflows. From developing custom macros for budgeting, forecasting, and financial modeling, to automating data reconciliation and profitability analysis, I can help businesses improve efficiency, reduce manual errors, and make faster, data-driven decisions. I enjoy working with business owners who, like myself, prioritize quality and understand that precision and efficiency in financial management directly impact the bottom line. Whether you're looking to optimize your tax strategy, build long-term financial projections, or automate your financial processes to save time and resources, I’m the right person to help you achieve those goals. Services I Offer: Tax Preparation & Accounting Service 1040 Preparation | 1065 Preparation | 990 Preparation | 1120 Preparation | Bookkeeping | Bank Reconciliation | Adjusting Entries | Financial Statement Preparation | Tax Strategies & Research Excel VBA Automation Edit Existing Macros | Build New Macros From Scratch | Pre- Written Macros for Common Queries | Data Analysis | Data Profiling | SQL Administration Financial Planning & Analysis Budgeting & Forecasting | Financial Modeling | Profitability Analysis & Cost Management | Scenario & Sensitivity Analysis | Financial Statement Analysis | Variance Analysis & Reporting | M&A Financial Support | Capital Allocation & Investment Analysis | Debt & Equity Financing Analysis | Business Valuation & Exit Strategy Planning | Strategic Financial Planning & Long-Term Projections What Clients Are Saying: "Rachel was great! She picked up the tasks quickly, including the use of proprietary software, and completed the work with high quality. She was able to identify issues as they arose and provided actionable solutions. We'll definitely work with her again!" — Corvee Tax Planning Software Let’s Connect! Tell me a little about your company and the challenges you’re facing, and we’ll see if we’re a good fit to work together. If it looks like we’re aligned, we can schedule a call to dive deeper into your needs and how I can help you grow.

Financial Accounting
Accounting Software
Microsoft Excel
Visual Basic for Applications
Financial Statement
Bookkeeping
Spreadsheet Macros
Macro Programming
Data Profiling
Automation
Data Analytics
Visual Basic
Tax Preparation
Tax Return
$60 hourly
- 5.0/5
- (5 jobs)
Experienced Accountant proficient in Financial Reporting and Analysis, Budget Planning, Financial/Cash Forecasting, Reconciliations, Internal Audit, Data Entry, Accounts Payable/Receivable, Full-Charge Bookkeeping. •Proven ability to drive change while effectively collaborating with individuals at all organizational levels. •Demonstrates strong oral and written communication skills, ensuring clear and effective interactions. •Exceptional problem-solving and analytical reasoning capabilities, adept at addressing complex challenges. •Quick to process information and acquire new skills, adapting efficiently to changing environments. •Possesses strong financial acumen, facilitating accurate financial analysis and decision-making. •Demonstrated skills in supervising and mentoring junior accounting staff, fostering a productive team environment. •Capable of acting independently with minimal supervision, demonstrating initiative and resourcefulness. •Successfully manages multiple tasks simultaneously, maintaining organization and efficiency in fast-paced settings. •Experienced with various software systems

Financial Accounting
Management Skills
Financial Reporting
Project Analysis
Forecasting
Accounting
Bank Reconciliation
Account Reconciliation
Data Entry
GAAP
Microsoft Excel
SAP
Bookkeeping
Accounts Payable
Intuit QuickBooks
$35 hourly
- 4.8/5
- (4 jobs)
Results-oriented professionals with diversified experience of 13 years in accounting and finance area, introducing Pankaj who have started an accounting firm in 2019 with a vision to manage the peace of your financial mind that have been followed and successfully managing 15 clients as of now along with our highly trained team of professionals with the positive attitude and willingness to work hard efficiently. Our team of specialists in each role of service believes in efficient financial solutions and are fully committed to providing the highest level of support and flexibility to the client as per their requirements. The clients’ requirements and the communication skill set play a very important role in managing and providing expected end results with all deadlines met. SKILLS • Microsoft Excel, Word, PowerPoint, QuickBooks Online & Desktop, SAP, NetSuite, Sage, R365, Compeat, Odoo, Melia, Bills.com, ADP, Paycom, Gusto, QB Payroll. • Data Analysis & Reporting • Ability to Multi-task • Problem solving • Communication • Leadership Experience OUR SERVICES • General Accounting • Bank/Credit Card Reconciliation • Accounts Receivable Process • Accounts Payable Process • Payroll Process • Monthly Financial Reporting • Financial Analysis and Consulting • Tax Preparations (Sales tax, CRT, 8027-Tips, 1099 filing) • Audit Services for CPA Tax Filing Why I Freelance Our company provides accounting services to all types of clients to manage their books and finances with our skill set on a day-to-day basis to relieve them from daily involvement and allow them to focus on increasing their revenue and look after other legal matters. We operate remotely and it is cost effective with better specialized services to do freelance work. • Accurate Financial Records: Maintain precise records of income, expenses, and transactions to ensure financial transparency and compliance. • Timely Data Entry: Promptly enter financial data to keep records up-to-date, aiding in decision-making and financial analysis. • Bank Reconciliation: Regularly reconcile bank statements with financial records to identify discrepancies and ensure accuracy. • Expense Tracking: Monitor and categorize expenses to help businesses understand where their money is being spent and identify cost-saving opportunities. • Accounts Receivable Management: Manage invoices and payments from clients to maintain healthy cash flow and reduce outstanding debts. • Accounts Payable Management: Organize and track outgoing payments to suppliers and vendors, ensuring bills are paid on time to avoid penalties. • Financial Reporting: Generate comprehensive financial reports, such as profit and loss statements and balance sheets, to provide insights into business performance. • Tax Preparation Support: Assist in gathering and organizing financial data for Sales tax filing purposes, ensuring compliance with tax laws and regulations. • Payroll Processing: Calculate and process employee wages, taxes, and benefits accurately and on time to maintain employee satisfaction and legal compliance. • Financial Analysis: Provide analysis of financial data to help businesses understand their financial health, identify trends, and make informed strategic decisions.

Financial Accounting
Accuracy Verification
Cost Accounting
QuickBooks Online
Sales Tax
Accounts Receivable
Bookkeeping
Accounts Payable
Bank Reconciliation
Month-End Close Assistance
Account Reconciliation
Intuit QuickBooks
$100 hourly
- 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
$75 hourly
- 5.0/5
- (7 jobs)
I am an MBA & certified QuickBooks Online ProAdvisor. I work with Non-Profit organizations and Small business owners providing clear insight into their finances. Do you open up Quickbooks Online and feel overwhelmed? Would you rather spend time working on your business, not on your books? Do you wish you could just login to QuickBooks and see that everything is accounted for? I can help with all those things! Whether you need ongoing bookkeeping or a one-time project to catch up, I really enjoy working with QuickBooks Online and solving the mysteries of what is happening with your finances. You need a pro that you can trust. So, am I a good fit for your bookkeeping needs? -Are you looking for 5-20 hours per month of ongoing bookkeeping? -Are you already a QuickBooks online user? (or are looking to get set up with QBO?) -Are you looking for an expert who will carefully explain your accounts to you, review numbers, and provide peace of mind that your records are accurate? What are your unique needs as Non-Profit Organization? -Do you have restricted funds that need to be tracked? -Do you have Grant revenue that needs to be managed and reported on? Governmental and private Foundation funds? -Do you need help managing your functional expense areas for 990 reporting? How does having a virtual bookkeeper work? 1) You'll add me as an Accountant User in your QBO account. 2) Provide view-only access for your statements (Banking, Loans, Credit Cards) and external transactions. 3) I'll manage your bookkeeping to either Catch Up, Clean Up or Keep it Up to date! Experienced user with 3rd party payment integrations including PayPal & Square, and implementing transactional data from GiveLively, Stripe, CIVICRM & MyTurn into QBO. Certified in Gusto Payroll, and Accountant user of Bill.com and Divvy. Member, Association of Nonprofit Accountants and Finance Professionals

Financial Accounting
Square
Stripe
Business Planning & Strategy
QuickBooks Online
PayPal Integration
Month-End Close Assistance
Gusto
Chart of Accounts
Account Reconciliation
Nonprofit Organization
Bookkeeping
Intuit QuickBooks
Bank Reconciliation
$95 hourly
- 5.0/5
- (1 job)
As a fractional CFO/Accountant with over 15+ years of experience, I specialize in helping small to medium size companies achieve their financial business goals. Let's solve your most challenging accounting and financial problems by providing better insights into your business financial habits and strategic financial plans to help grow your business. I provide fractional CFO and accounting services to business owners that want: ✅ Peace of mind knowing their books are accurate ✅ Clarity on their bottom line numbers ✅ Strategies for maintaining cash on hand If you're looking for help with staying on top of day-to-day accounting activities and knowing that your books are accurate and current, I am here to help. Send me a message for a free consultation to get started. Then, let's take your business to the next level! Testimonials: "I have been working with Shahona for over a year, and I am very pleased with the work she has done for both of my businesses - one an interior design company and the other an apparel start-up. She manages the bookkeeping, invoicing, and sales taxes. Shahona is reliable, professional, and a delight to work with." Bimla Picot "Shahona has helped me tremendously through her knowledge and use of the QuickBooks software. She patiently instructed me on the proper way to implement the program, and now I understand how to input and organize data accurately. I highly recommend her as she is well organized, patient, reliable, and illustrates time-saving practices." Richard Sohanchyk "Shahona has brought the company the level of review, organization, and financial Clarity needed when managing multi-million dollar projects. Initially speaking with Shahona about my company's needs, she was knowledgeable, professional, and had the necessary frameworks to scale this function. To scale, you need to hire the right people in any business. Shahona has been that person for the Red Oak team in all things Accounting." Tom Staub "Shahona has been a tremendous asset to my business. We converted from QuickBooks Desktop to QuickBooks Online, and Shahona was great in making the conversion seamless and getting us set up in QBO. Shahona is always prompt in answering questions, and I'm impressed with how organized and efficient her systems were to make the process a breeze!" Saul Bardosh

Financial Accounting
Project Budget
Cost Accounting
Cash Flow Analysis
Financial Projection
Financial Analysis
Financial Reporting
Bookkeeping
Microsoft Excel
Budget Management
Balance Sheet
Intuit QuickBooks
Bank Reconciliation
$40 hourly
- 5.0/5
- (1 job)
I'm a accountant with over 16 years experience. I have worked for Financial institutions and government agencies. Currently I serve small business owners with bookkeeping, tax preparation and accounting services. Whether you are new business owner or establish I can help you with all your tax and accounting needs. I help individuals with tax Preparation, Personal finances and Life insurance. I am also a Notary. Understanding clients business and building valuable relationships with client is important to me as a professional. Contact us for free consultation!

Financial Accounting
Life Insurance
Bookkeeping
Payroll Accounting
Tax Preparation
$55 hourly
- 5.0/5
- (1 job)
Valkyrie Accounting is a New York and Pennsylvania based accounting and tax company. We are passionate about empowering business owners and individuals to achieve their financial goals. We provide small business bookkeeping, tax preparation, sales tax filing, and tax planning. Individual tax return filing and tax planning. Business setup of Nonprofits, Corporations, and LLC's. We also are specializing in Cannabis retail accounting services to get future entrepreneurs and businesses in the industry up and going.

Financial Accounting
Tax Strategy
Accounting Report
Accounting
Business Services
Certified Tax Preparer
Tax Planning & Advisory
Bookkeeping
$90 hourly
- 5.0/5
- (36 jobs)
• QuickBooks Expert Accountant with 20+ years hands on experience. • Worked & consulted with companies funded by leading VC investors. • Accounting Catch up and Backlog Specialist in QuickBooks QBO. • Align books to Accounting and QuickBooks best practices. • Controller, Advisor, Consultant in QuickBooks Online • Proven Capability to Conceptualize & execute Bookkeeping and Accounting Systems in QuickBooks. • Experience with QuickBooks Online, Desktop & Mac. • QuickBooks Online Advanced Certified ProAdvisor (Highest Obtainable Certification Level). • Bachelors in Accounting & Auditing. • QuickBooks and only QuickBooks. No other platform. • Bring a Can-Do attitude to every project. • Professional & Pleasant with great communication skills. • Proficient in using advanced technology to remotely deliver on Quickbooks projects. Services Offered: • Accounting Mess Cleanup Expert in QuickBooks Online. • Clean up inaccurate cost of goods sold (COGS) in E-Commerce businesses. • One time Setup & Customize Your QuickBooks to your business model. • High Quality QuickBooks Coaching One to One with actionable tips and tricks. • Paperless Office Workflows & Systems using QuickBooks. • Multiple Entities Accounting using QuickBooks. • GAAP Systems using QuickBooks. • Monthly Closing Systems in QuickBooks. • Automating A/R Collections and streamlining A/P payables. • Revenue Recognition for SaaS, Membership and Subscription companies. • Accurate financial profit and loss reporting for E-Commerce businesses. • Meaningful Reporting for VCs, Investors and Stakeholders. **Rate in the profile is for remote bookkeeping. Private one to one coaching and one time QuickBooks set up will have different rates or flat fees. The complexity of the job determines the fee** Hiren has worked with companies & entrepreneurs, thru startup, growth, turnaround, consolidation, management change & exit stages. He has helped entrepreneurs focus their efforts on the systems of the business using QuickBooks. Being a business owner, Hiren brings an entrepreneurial can do attitude to your projects. Hiren is deeply inspired by the book E-Myth by Michael Gerber for entrepreneurs. Bringing a deep and rich experience in systems, processes and workflows leveraging the QuickBooks Online platform to match your business model. He can conceptualize, implement and administer those systems to handle growth, maximize cash velocity, optimize resources, maintain internal control and deliver accurate reporting for investors and stakeholders. Hiren has over 2 decades of experience working in the SaaS, luxury travel, artisanal retail, e-commerce, fashion, merchandise imports, advertising and digital marketing agencies, fashion, real estate investors, with company sizes ranging from startups to 20MM in annual revenue. Hiren has worked on startup companies from pre-revenue to post acquisition stages with highly visible VCs like, Canaan Partners, Battery Ventures, Forerunner Partners, Lerer Ventures and many more. Hiren leverages the power of Upwork to extensively use virtual assistants in his work. Hiren lives in NYC with his family. Hiren practices meditation and yoga on a daily basis to alleviate the stress from work.

Financial Accounting
Data Cleaning
QuickBooks Online
Balance Sheet
Accounts Payable
Bank Reconciliation
Intuit QuickBooks
Accounting
Account Reconciliation
Payroll Accounting
Accounting Basics
Ecommerce
Accounts Receivable
Bookkeeping
Finance & Accounting
$50 hourly
- 5.0/5
- (2 jobs)
Certified Public Accountant with audit experience as well general accounting experience (including journal entries, month-end close process, general ledger maintenance, AP, AR, bank reconciliations, credit card reconciliations, accrual accounting, payroll processing and financial statement & footnote preparation).

Financial Accounting
Spreadsheet Skills
Journal Entries
Financial Reporting
Bookkeeping
Sage 50cloud
Data Entry
CPA
Microsoft Excel
Bank Reconciliation
Intuit QuickBooks
Financial Audit
$70 hourly
- 5.0/5
- (21 jobs)
With over 20 years in Accounting, Finance and Human Resources I assist my clients in all business and life aspects. ~ Daily Financial Management and Organization Assistance for busy professional and elderly ~ Budgeting and Spend Analysis ~ Expense Tracking and Tax Planning ~ Small business back office support: bill paying, invoicing, bank and credit card reconciliations, collections assistance ~Remote/Virtual Accounting ~ Administrative & Bookkeeping services ~Assisting with new business start-ups ~ financial organization and preparation for tax returns ~ bill management setup for busy individuals ~ monthly and quarterly consulting for small business. ~ CFO of RDM Business Solutions

Financial Accounting
Sage 300
Accounts Payable Management
Sage 50 Accounting
Accounts Receivable Management
Financial Reporting
Intuit QuickBooks
Bookkeeping
Invoicing
Balance Sheet
Accounting Software
Data Entry
Bank Reconciliation
Microsoft Excel
$100 hourly
- 5.0/5
- (12 jobs)
Accounting professional with 10 years of corporate accounting experience. I have experience in day to day accounting, financial statements, and new internal software implementation.

Financial Accounting
Bookkeeping
Accounting Basics
Bill.com Accounts Payable
Accounts Receivable Management
Bill.com Accounts Receivable
SaaS
Microsoft Excel
$250 hourly
- 4.8/5
- (19 jobs)
I am a CPA and attorney with over 20 years experience in the field of tax, accounting and finance. I currently work as a solo practitioner offering business and individual tax, accounting, and business formation services. In my practice, I form business entities, consult with clients on tax issues, prepare financial statements as well as business and personal tax returns. I have also worked as a Tax Manager for a large publicly held electronics distributor. In that position I was responsible for the income tax footnote in the Company’s SEC filings, and ensuring compliance with FAS 109/ASC 740. Prior to that I worked in the field of public accounting where I gained extensive experience with preparation financial statements, personal and corporate tax returns.

Financial Accounting
Bookkeeping
Corporate Tax
Tax Law
Payroll Accounting
Intuit QuickBooks
Tax Preparation
$20 hourly
- 4.7/5
- (23 jobs)
🌟 WHY CHOOSE ME OVER OTHER FREELANCERS? 🌟 ✅ Expertise: Benefit from my in-depth knowledge and experience in accounting and financial management. ✅ Trust & Integrity: Your financial data is managed with the utmost confidentiality and care. ✅ Attention to Detail: I ensure the accuracy and precision of your financial records, leaving no room for errors. ✅ Reliability: Count on me to consistently deliver quality work and meet deadlines, providing you with peace of mind. ✅ Responsiveness: I'm always available and quick to respond, ensuring seamless communication and support. 💼 SERVICES OFFERED: 📊 Complete Bookkeeping Services: Full-spectrum bookkeeping for accurate financial records. 📈 Financial Reporting & Analysis: Insightful reports and analyses to inform business decisions. 💰 Cash Flow Management: Strategies to maintain and improve your financial liquidity. 🧾 Payroll Processing: Efficient and compliant payroll management for your team. 📝 Invoicing & Accounts Receivable/Accounts Payable Management: Streamlined processes to manage payments in and out. 🏦 Tax Preparation & Planning Support: Expert guidance to navigate tax obligations and planning. 🔧 QuickBooks & Xero Setup, Cleanup, and Ongoing Maintenance: Tailored setup and maintenance for financial tools that keep your business running smoothly. Reach out to me today to explore how we can customize my services to support your business goals. Together, we can lay the groundwork for your business's financial success.

Financial Accounting
Bank Reconciliation
Accounts Receivable
Accounts Payable
Accounting Software
Tax Preparation
Balance Sheet
Intuit QuickBooks
Bookkeeping
Income Statement
Xero
QuickBooks Online
Accounting
Microsoft Excel
Data Entry
$78 hourly
- 0.0/5
- (1 job)
Seasoned finance professional and Duke MBA with over nine years of proven experience in Investment Banking, Private Equity, Big 4, and other financial services. I bring deep expertise in financial modeling, business valuation, and financial planning & analysis.

Financial Accounting
Tutoring
Data Analysis
GAAP
Microsoft PowerPoint
Microsoft Excel
Financial Analysis & Valuation
Financial Analysis
Discounted Cash Flow
Cash Flow Analysis
Business Valuation
Financial Management
Financial Modeling
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