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  • $40 hourly

    • 5.0/5
    • (6 jobs)
    I am currently an Accounting Manager for a Fortune 200 manufacturing company. I also have a Bachelor of Science Degree in Business Management and have worked in the field of accounting for the last 20 years. I am available to support your accounting and bookkeeping needs so that you may keep your focus on running your business. I have much experience in managing multi-million budgets, processing accounting transactions, preparing financials, completing account reconciliations and various account analyses, as well as making financial recommendations to management. I have much experience in using Microsoft based applications including Excel, Access, Word and PowerPoint. I also currently manage an ERP system and have had exposure to variety of ERP systems to manage company data.
    Featured Skill Financial Accounting
    Accounts Payable Management
    Financial Analysis
    Data Entry
    Financial Reporting
    Bank Reconciliation
    Microsoft Excel
  • $100 hourly

    • 5.0/5
    • (16 jobs)
    I graduated Summa Cum Laude with Institutional Honors with a Bachelor of Business Administration in Accounting degree. I have 7 years of experience at a public accounting firm and hold an active Certified Public Accountant (CPA) License. I also have 4 years of experience as a Controller at a large nonprofit organization. Public accounting experience: Assurance manager with experience performing, supervising, and reviewing audit, review, compilation, agreed upon procedure, Single Audit compliance, and employee benefit plan engagements within the nonprofit, healthcare, and manufacturing industries. I also have experience working with clients of varying sizes on projects including: - Compiling Financial Statements - Assisting with account reconciliations, posting journal entries, data entry, and managing covenant calculations - Maintaining fixed asset records - Designing and implementing internal controls - Creating useful spreadsheets for data analysis Controller experience: - Performing account reconciliations - Completing close process each month - Producing monthly reports: Balance Sheet, P&L, budget to actual analysis - Posting, reviewing, and approving journal entries - Reviewing and authorizing accounts payable transactions - Creating a multi-department annual budget - Developing templates to automate processes - Assisting with processing payroll - Applying for PPP Loan forgiveness - Overseeing annual audit - Compiling annual Financial Statements I have extensive training and experience with Microsoft Office programs, including Excel, Access, Teams, SharePoint, Word, and PowerPoint. I also have experience with many other software applications such as QuickBooks (desktop and online), Sage Intacct, TValue, CaseWare IDEA, CaseWare Working Papers, and ProFx Engagement.
    Featured Skill Financial Accounting
    Financial Audit
    Chart of Accounts
    GAAP
    CPA
    Sage Intacct
    Bookkeeping
    Data Analysis
    Financial Reporting
    Financial Analysis
    Intuit QuickBooks
    Data Entry
    Microsoft Excel
  • $75 hourly

    • 4.9/5
    • (6 jobs)
    Hello and welcome! I'm thrilled to have you here. I am Rachel, Owner & CEO of Western Reserve Consulting, a full service bookkeeping, fractional CFO, and financial services agency. I offer a full suite of financial services designed to empower your business and drive growth. Whether you’re a startup, small business, or an established company, I’m here to provide the financial insight and support you need to succeed. What I Bring to the Table: Strategic Financial Leadership: With extensive experience in financial strategy, I serve as your part-time CFO, offering high-level guidance tailored to your business goals. I help you navigate the complexities of budgeting, forecasting, and cash flow management, ensuring you have a clear roadmap to financial success. Comprehensive Bookkeeping: Accurate and timely bookkeeping is the backbone of any successful business. I take care of all your day-to-day accounting needs, from transaction recording to financial statement preparation. With me handling your books, you can focus on what you do best—growing your business. Financial Reporting & Analysis: I provide detailed financial reports and insights that give you a clear picture of your business’s health. My goal is to help you make informed decisions with confidence, backed by accurate data and thoughtful analysis. Cost Optimization & Efficiency: Running a lean operation is key to maximizing profits. I’ll work with you to identify cost-saving opportunities and streamline your processes, ensuring your business operates as efficiently as possible. Tailored Solutions: No two businesses are alike, and neither are my services. I take the time to understand your unique needs and customize my approach to ensure you receive the exact support you need, when you need it. Why Choose Me? With a friendly, approachable style and a passion for helping businesses thrive, I’m more than just a service provider—I’m a partner in your success. My goal is to lift the financial burden off your shoulders, so you can focus on your passion and vision. Whether you need ongoing support or help with a specific project, I’m here to offer expert guidance every step of the way. Thank you for considering me as your financial partner. Let’s work together to take your business to new heights! Looking forward to connecting with you, Software: Quickbooks Online and Desktop, Microsoft Dynamics, Xero, Freshbooks, Oracle, SAP, NetSuite, Sage Intact, Zoho Books Apps: Monday.com, Hubspot, Jira, Buildertrend, Tsheets, Expensify, Bill.com, Fathom, Qvinci, Avalara, Stripe, Shopify, Citrix, StorEDGE Payroll: ADP, Quickbooks Intuit Payroll, Paycor, Paylocity, Gusto
    Featured Skill Financial Accounting
    Financial Analysis
    Accounting Principles & Practices
    Microsoft Dynamics CRM
    Account Management
    Accounts Payable Management
    Accounts Receivable Management
    Bookkeeping
    Intuit QuickBooks
    Bank Reconciliation
  • $60 hourly

    • 5.0/5
    • (29 jobs)
    Active CPA providing the following services: - Financial accounting - Bookkeeping - Individual tax preparation - Business tax preparation - Budget planning and preparation - Financial analysis My strengths are in financial accounting particularly in real estate and cash management. Tax preparation for individuals and businesses, especially 1040s and 1065s. And the budgeting process in several industries. I have a BBA in Corporate Finance from Ohio University and a Master's of Accounting in Financial Accounting from Cleveland State University. My work experience includes corporate finance in the retail and service industries and public accounting/auditing/tax preparation experience in the real estate and commercial lending industries. I aim to provide clients with reliable, quality, and expert service. I also value consistency, accuracy, and communication with clients to deliver excellent results.
    Featured Skill Financial Accounting
    CPA
    Bookkeeping
    Real Estate Financial Modeling
    Financial Analysis
    Balance Sheet
    Tax Preparation
  • $165 hourly

    • 5.0/5
    • (1 job)
    Self-directed and motivated Fractional CFO / Controller & business consultant with deep experience providing a range of management consulting, accounting advisory and public accounting services to companies at every life-cycle stage, from sole-proprietors and startups to best-in-class Fortune-50 companies. I have a wide range of experience across a number of topics and specialty areas, including: Financial accounting and reporting (US GAAP and IFRS), financial modeling and forecasting, financial planning & analysis (FP&A), financial dashboarding, process improvement and optimization, and more. I'm in close contact with a number of accomplished freelance advisors in finance, accounting, legal, and HR that can plug in on an as-needed basis to support various aspects of your business' growth and development. **What I Do** Fractional / Part-Time CFO & Controller services, tailored to your business' size and needs. Here are some ways I can help: • Assess and set your company's accounting foundation: ○ Current-state assessment of your finance and accounting function, identifying areas for improvement ○ Accounting system setup and optimization ○ Chart of accounts design and optimization ○ Establish and/or optimize your monthly / quarterly / annual close process and procedures ○ Assist with hiring and oversight of employees and vendors ○ Accounting policy development and documentation ○ Internal control assessments and implementations ○ Scope, plan, review and implement new accounting standards, including ASC 606 - Revenue Recognition and ASC 840 - Leases ○ Oversee and manage your 3rd-party service providers and/or external audit • Establish and oversee a strategic financial planning and review process: ○ KPI development, tracking and reporting ○ Financial and KPI dashboarding ○ Cash-flow modeling and forecasting ○ Optimize Cash-flow and Working Capital ○ Develop and maintain annual operating budget ○ Review budget vs. actual and track against business strategy and goals • Assist with investor relations, fundraising and reporting ○ Investor reporting deck preparation and/or review ○ Financial reporting in accordance with GAAP and, if applicable, SEC reporting standards ○ Fundraising support **What I Don't Do (but can oversee and manage for you)** • Day-to-day bookkeeping and accounting • AR collections / AP processing / Payroll administration • Third-party financial statement audits, reviews or compilation services • Prepare tax returns and business filings **My Credentials** • Former Big-4 Senior Manager with 16+ years of experience in management consulting, accounting advisory and public accounting • Deep experience in a range of industries and company life cycle stages, ranging from early startups to Fortune 50 companies • Active CPA license in the State of Ohio (license #48315)
    Featured Skill Financial Accounting
    Financial Statements Preparation
    SaaS
    Valuation
    Business Valuation
    Financial Modeling
    Executive Coaching
    Company Valuation
    Accounting Basics
    Research Methods
    Financial Audit
    GAAP
    Technical Accounting
  • $75 hourly

    • 4.9/5
    • (5 jobs)
    I am an accounting practitioner and educator with a doctorate as well as both a CPA and CMA license. I have extensive experience working in both private and public accounting sectors. I own a consulting and accounting firm where I serve clients in the financial, non-profit, insurance, engineering, governmental, and retail industries. This allows me a range of experiences in accounting and in dealing with different office styles, regulation needs, and management personalities. I am active in the accounting industry and hold several board positions where I contribute my expertise to non-profit and for-profit companies. My goal is to help all my clients become more efficient and profitable.
    Featured Skill Financial Accounting
    Business Writing
    Management Accounting
    Curriculum Development
    CPA
    Cost Control
    Curriculum Plan
    Cost Accounting
    Financial Reporting
    Instructional Design
    Payroll Accounting
    Financial Report
  • $40 hourly

    • 5.0/5
    • (5 jobs)
    I'm an operational expert with focus on improving process, managing cross departmental projects and ensuring teams are aligned on vision and goals. I have broad experience across research, business operations, managing client accounts and billing, copy writing/editing and general organizational and data entry work. I am seeking opportunities for short term projects with flexible hours for work. I am committed to deadlines so I will always advise if I have the availability to complete the work on on time.
    Featured Skill Financial Accounting
    Payroll Accounting
    Spreadsheet Skills
    Adobe ColdFusion
    Process Development
    ActiveCampaign
    QuickBooks Online
    Copy Editing
    Data Entry
    Process Improvement
    HubSpot
    API Integration
    Automation
    Problem Solving
    Microsoft Excel
  • $50 hourly

    • 5.0/5
    • (7 jobs)
    I'm a long-term financial professional with extensive experience in understanding different business processes and assessing them for potential risk. I have compiled and audited financial statements of many different degrees of complexity and have extensive experience with many different reporting frameworks. Additionally, I am excellent at documenting processes, creating training materials and flowcharts, and risk management services.
    Featured Skill Financial Accounting
    Creative Writing
    Business Process Modeling
    Proofreading
    Microsoft Office
    Analytical Presentation
    Presentation Design
    Asset Management
    Data Analysis
    Report Writing
    Business
    Financial Audit
    Financial Report
    GAAP
    Technical Writing
  • $115 hourly

    • 5.0/5
    • (2 jobs)
    As an experienced financial management professional with over 26 years in the field, I bring a wealth of knowledge and expertise to help solve your organization's financial challenges. My CPA designation, master's degree in accounting and financial management, and certification as a QuickBooks pro advisor make me uniquely qualified to deliver solutions tailored to your specific needs. With a proven track record in financial analysis, budgeting and forecasting, financial reporting, and process improvement, for publicly traded companies, I am confident in my ability to add value to your organization. To discuss how I can help address your financial challenges and deliver results, please contact me to schedule a time to speak.
    Featured Skill Financial Accounting
    Nonprofit
    Accounting Software
    Fund Accounting
    Bookkeeping
    Small Business Administration
    Budget Planning
    Financial Reporting
    Tax Accounting
    Managerial Finance
    Financial Variance Analysis
    Management Accounting
  • $95 hourly

    • 5.0/5
    • (1 job)
    I have extensive experience working in an entrepreneurial organization, primarily from the finance seat. I have a decade’s worth of experience of maintaining rigor and discipline financially and organizationally while also thinking creatively and contributing to overall strategy. -Expert proficiency in Excel and PowerBi -Full financial reporting, FP&A, budgeting, overall strategy -Ability to collaborate across all functions of a high performing business -Additional background in writing and editing
    Featured Skill Financial Accounting
    Writing
    Business Intelligence
    Cost Control
    Financial Analysis & Valuation
    Financial Analysis
    Finance & Accounting
    Business Analysis
    Business
    Microsoft Excel PowerPivot
    Excel Macros
    Microsoft Excel
  • $30 hourly

    • 5.0/5
    • (16 jobs)
    As an accountant with years of experience, I've developed an eye for detail when it comes to numbers. Originally from the Philippines, I discovered a love for numbers and knew early on that I'd take on accounting as my job and passion. I passed the PH CPA licensure exam in 2017 and have continued working various accounting roles and positions. My primary experience is in US Tax, financial reporting/bookkeeping for small businesses. I take pride in my ability to be proactive as well as translate complex financial data into actionable insights to clients. I have a passion for helping businesses excel. When working with my clients, nothing makes me happier than taking the stress of their finances out of their mind. I value open communication and transparency above all else for my clients. I work primarily with QuickBooks Online, but do have experience with other software. I value diversity and am committed to raising the bar for accounting by helping people through their own journey whenever possible. I love sharing my experience as well as hearing about peoples journey through this profession. ----------------------------- I have extensive experience in bookkeeping and preparation of US Tax returns (1040/1165 & Corp 1120-S/C). • Knowledgeable in Accounting Standards and Procedures • Knowledge in using QuickBooks Desktop Pro / QuickBooks Online (bookkeeping) • Knowledge in using ProSystem fx and CCH Axcess (taxation) • Proficient in Microsoft Office (Word/Excel/PPT/etc)
    Featured Skill Financial Accounting
    Microsoft Office
    QuickBooks Online
    Financial Statement
    Financial Reporting
    Income Statement
    Bookkeeping
    Microsoft Excel
    Data Entry
    Accounts Payable
    Bank Reconciliation
    Intuit QuickBooks
    GAAP
  • $90 hourly

    • 5.0/5
    • (13 jobs)
    Need help with budgeting, forecasting, and strategic financial planning? I’ve helped dozens of clients optimize their financial operations, reduce inefficiencies, and increase their revenue. I am a licensed attorney and CPA. My goal is to provide you with accurate and up-to-date financial data, and offer legal and financial insights, to guide you to make the best decisions for your company. I have extensive experience with budgeting, forecasting, bookkeeping, financial modeling, and analysis. For the last 2 years, I worked as a Project Manager for a tax SaaS company, providing legal and financial review and research, tax consulting, project management, and product building. I worked in corporate finance before going full time in my business. I was an equity research analyst, investment banker, and the lead FP&A analyst for the CFO of a publicly traded corporation. I also have experience doing corporate law and corporate treasury work, including compliance, investor relations, and negotiating financial instruments. Clients... I've worked with start-ups and small - medium-sized businesses (up to $50M in revenue). I pride myself on providing excellent customer service and always delivering projects on time. (You can see in the 5-star reviews below.) If you’re looking for someone professional, enjoyable to work with, and who has the financial acumen to provide the right insights for your business, send me a message to talk further.
    Featured Skill Financial Accounting
    Company Valuation
    Financial Projection
    Accounting Software
    Budgeting & Forecasting Software
    Corporate Law
    Microsoft Excel
    Financial Planning
    Financial Modeling
    Project Management
    Tax Law
    Taxes
    Financial Analysis
    Business Plan Writing
    Business Planning & Strategy
  • $50 hourly

    • 3.8/5
    • (1 job)
    We will handle all of your Accounting and Finance needs for your business to allow you to focus on growing your company sales. Our company focuses solely on small businesses that struggle with the daily tasks of accounting, finance and bank reconciliation. You might be an expert at baking cookies, selling online, construction or coaching but may not have the experience with the daily bookkeeping tasks. This is where we come in to help. Our proprietary process of weekly reconciliation will ensure that you have the financial information that you need on a timely basis that will greatly simplify your accounting and financial statements in a way that YOU will understand them. Our process includes a monthly financial update and unlimited questions in order for you to continue to making your business profitable. The consultation is free, there are no contracts and your satisfaction is guaranteed. With over 100 satisfied customers across numerous industries and some of the lowest fees in the country, there is nothing to lose to at least try our proven process with our dedicated Accountants. We are all highly qualified, tenacious and well-accomplished financial management professionals with 20+ years’ experience in managing the full range of finance and accounting functions. Recognized for financial leadership and creating financial models for project investment analysis systems profitably and productively.
    Featured Skill Financial Accounting
    Finance & Accounting
    Financial Consulting
    Financial Modeling
    Financial Analysis
    Small Business Administration
    Financial Reporting
    Financial Management
    QuickBooks Online
    Intuit QuickBooks
    Bank Reconciliation
    Microsoft Excel
    Financial Audit
    Account Reconciliation
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    I have over 18 years of experience in accounting with small to medium size businesses, extremely proficient in QuickBooks, experience in the cleanup of books, general ledger accounting, payroll, sales tax, HR, benefits, non-profit experience and formulation of management reports. Will train business owners on how to use QB. Proficient in non-profit financial grant reports. Experienced in fractional accounting Summary of services: General ledger setup, management and cleanup Formulation of management and analysis reports Payroll and sales tax Experienced in cleanup of errors and catchup QuickBooks setup Consultation on streamlining business job functions Experienced non-profit financial management
    Featured Skill Financial Accounting
    Accounting Report Creation
    Account Reconciliation
    HR & Business Services
    Bank Reconciliation
    QuickBooks Online
    QuickBooks Enterprise
    Intuit QuickBooks
    Management Consulting
    Payroll Reconciliation
    Payroll Accounting
    Excel Formula
    Excel Macros
    Bookkeeping
    Accounting
  • $56 hourly

    • 0.0/5
    • (0 jobs)
    Personable, energetic problem solver with the ability to reduce company expenses by streamlining processes and enhancing financial reporting and analysis in multiple industries and business environments. Creative thinker with excellent project management skills, who is highly effective at learning and adapting to new roles with no previous industry experience. Possess the ability to work independently or as part of a team environment to identify and resolve issues. Skilled at utilizing software tools to enhance financial reporting and improve operational efficiencies. Consistently recognized for producing quality work and meeting deadlines in fast-paced environments. I have a knack for accounting clean up, account reconciliations, and solving reporting issues so companies can complete their financial and tax audits and generate accurate financial reports going forward. My experience includes completing general ledger and system clean-up work, as well as financial reporting corrections to enable a mid-sized company to complete three years of backlogged financial audits by a Big 4 auditing company. Computer Application Experience: Access, Crystal Reports, Essbase, Dynamics 365, Dynamics Great Plains, Dynamic Solomon, Excel, FRX, Lawson, MS management Reporter, Monarch, QuickBooks Enterprise, QuickBooks Online, QuickBooks Desktop Pro/Premier, Sage Accounting, SharePoint, and SmartStream. Quick learner of new software applications. My LinkedIn page includes numerous professional recommendations to attest to my quality work.
    Featured Skill Financial Accounting
    Process Improvement
    Microsoft Dynamics 365
    Microsoft Dynamics GP
    QuickBooks Online
    Intuit QuickBooks
    Implementation
    Financial Report
    Financial Reporting
    Financial Analysis
    Error Detection
    Bookkeeping
    Bank Reconciliation
    Analytical Presentation
    Account Reconciliation
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    SUMMARY Certified Public Accountant with 11+ years of audit and accounting experience looking to utilize my skill set to assist small businesses with their bookkeeping, financial statements, and audit preparation needs. -Responsible, concise, and detail oriented -Ability to learn and adapt quickly
    Featured Skill Financial Accounting
    Financial Analysis
    Financial Audit
    Audition Preparation
    Training & Development
    Project Budget
    Administrative Support
    Project Management
    Technical Accounting
    Accounting Principles & Practices
    Account Reconciliation
    Financial Reporting
    Bookkeeping
    Accounting Basics
    Accounting
  • $75 hourly

    • 4.9/5
    • (4 jobs)
    I don't have a presence on UpWork as all of my work is referral based. I've been a high earner for 20+ years, so I do not have a need to prospect. You can learn more about me on LinkedIn by searching Bill Konves (I'm the only one). A list of the type of clients I am currently working with (all are long-term clients). Home Service Companies Online Luxury Women's International Retailer B to C Services (Lawyers, CPAs, Contract Negotiations) Brick and Mortar Retailers Executive Business Coaches After 18+ years of experience in Fortune 500 companies, 12 of which were in executive marketing roles, I struck out on my own buying businesses and executed successful rebranding, turnaround, and growth strategies. My passion for increasing profitability, efficiency, margins, and customer satisfaction is the driving force behind everything I do. During my corporate career, I was a key influencer in revenue growth at retail and financial services companies, including GE Money, Victoria’s Secret, Old Navy, Pep Boys, Gap, Banana Republic, Alliance Data Systems, Wachovia Bank, and Kohl’s. I progressed from Market Analyst to Marketing Director and VP of Client Strategy and Marketing. My personal business ventures have ranged from retail and food services to construction and real estate. As a corporate executive, entrepreneur and principal investor, my “full circle of experience” affords me a wealth of expertise that I am happy to share wherever it’s needed: Business ♦ Finance ♦ Operations: ✔ I’ve built corporate departments, opened new offices, hired/trained top talent, ran a $4MM company, held full P&L ownership and purchased, exited and sold businesses. Marketing ♦ Branding ♦ Product Development: ✔ I’ve created dozens of print, online, digital, and social media marketing campaigns, conceived and launched groundbreaking products, and penetrated niche markets. Business Development ♦ Client/Account Management: ✔ I’ve captured key accounts, including Kohl’s (a former employer), and established best-in-class customer service and loyalty programs. I also enjoy helping others achieve their goals through my past certifications as an EMyth Coach as well as a current Certified Duct Tape Marketing Consultant. I enjoy coaching my kids’ basketball, football, and soccer teams in my spare time.
    Featured Skill Financial Accounting
    Web Development
    Wireframing
    Business Development
    Facebook
    Business Coaching
    Intuit QuickBooks
    Marketing Strategy
    Social Media Marketing
    Direct Marketing
  • $30 hourly

    • 0.0/5
    • (0 jobs)
    I am a dedicated professional with extensive experience in non-profit accounting, organization, and event planning, as well as having a personal passion for children and nature. I am looking forward to helping you with your bookkeeping and organizational projects. My skills include: QuicksBooks Enterprise (10 years) QuickBooks Online ProAdvisor Certified (current 2024) Microsoft Excel, Word, CRM Annual Financial Audits Business Communications Staff Training Procedure Documentation Organization Multi-tasking Executive Travel Coordination and Event Planning
    Featured Skill Financial Accounting
    Financial Reporting
    Financial Audit
    Fundraising
    Budget Planning
    Nonprofit Organization
    Light Bookkeeping
    Budget Management
    Microsoft Excel
    Intuit QuickBooks
    Payroll Accounting
    Bookkeeping
  • $20 hourly

    • 0.0/5
    • (8 jobs)
    Hi! I’m Areeb Rehman, a seasoned tax and financial consultant with over 7 years of experience assisting clients across the U.S. and Canada. As a dedicated financial advisor, I’m here to streamline your finances and ensure efficiency. I offer precise tax preparation, adept bookkeeping, and insightful business advisory services. My mission is to provide you with financial clarity and peace of mind using the latest accounting tools. I have consistently committed to client satisfaction by leveraging advanced software Like, QuickBook, Zoho Books, Odoo, My ERP, Xero to simplify finance management. Let’s collaborate to achieve your financial goals and sustainable growth. - Financial Consulting: Provide expert advice on financial management and strategic planning to help businesses and individuals optimize their financial health. - Tax Preparation Efficiently prepare and file taxes to maximize savings and ensure compliance with all regulatory requirements. - Bookkeeping Manage and organize financial records using software like QuickBooks, Zoho Books, Xero, Odoo, and My ERP, ensuring accuracy and reliability. - Business Advisory Offer guidance on cash flow optimization, profitability enhancement, and sustainable business development for long-term success. Let’s work together to achieve financial clarity and success! Contact me today to get started.
    Featured Skill Financial Accounting
    Accounting Software
    US Taxation
    Taxation
    Financial Analysis
    Accounting
    Tax Accounting
    Payroll Reconciliation
    Payroll Accounting
    Bookkeeping
  • $30 hourly

    • 0.0/5
    • (0 jobs)
    As a seasoned finance and accounting professional with 8+ years of experience, I specialize in transforming businesses through strategic financial consulting and process automation. My expertise spans across telecommunications, CPG, healthcare, and public accounting sectors, where I've consistently delivered measurable improvements in financial operations and reporting efficiency. My core strength lies in bridging the gap between complex financial challenges and practical, automated solutions. Having managed portfolios exceeding $500M and implemented numerous financial systems, I bring both technical expertise and strategic insight to every project. I excel in QuickBooks implementations, Excel automation, financial reporting, and CFO advisory services that enable data-driven decision-making. What sets me apart is my proven track record of: - Reducing month-end closing times by 40% through strategic process optimization - Creating automated financial solutions that save 20+ hours monthly - Implementing robust accounting systems with 99.9% accuracy - Developing custom reporting dashboards that provide real-time insights - Leading successful ERP implementations and migrations - Training teams on best practices and automated solutions My approach combines technical expertise with practical business acumen. I believe in not just solving immediate problems but in building sustainable solutions that scale with your business. Whether it's streamlining accounting processes, creating automated reporting tools, or providing strategic financial guidance, I focus on delivering measurable results that impact your bottom line. Areas of Expertise: - Accounting System Implementation & Optimization - QuickBooks Online/Desktop setup and migration - Chart of accounts structuring - Process automation and workflow optimization - Internal controls implementation - Financial Automation & Reporting - Custom Excel dashboards and utilities - Automated reconciliation tools - KPI tracking and visualization - Management reporting packages - Budget vs. actual analysis tools - CFO Advisory Services I've successfully: - Managed finance operations for portfolios exceeding $500M - Reduced audit completion time by 30% through process improvements - Implemented automated systems saving clients 100+ hours monthly - Developed scalable financial models for businesses of all sizes - Led multiple successful ERP implementations and migrations My commitment to clear communication, deadline adherence, and sustainable solutions has helped businesses achieve: - Streamlined month-end closing processes - Enhanced financial visibility and control - Improved decision-making through data analytics - Reduced manual workload through automation - Stronger internal controls and compliance I'm passionate about helping businesses optimize their financial operations and would welcome the opportunity to discuss how I can help your organization achieve its financial goals. Whether you need assistance with system implementation, process automation, or strategic financial guidance, I'm committed to delivering solutions that drive real business value. Let's connect to discuss how I can help transform your financial operations and set your business up for sustainable growth.
    Featured Skill Financial Accounting
    Accounts Receivable Management
    Account Reconciliation
    Balance Sheet
    Income Statement
    QuickBooks Enterprise
    QuickBooks Online
    Dashboard
    Automation
    Financial Analysis
    Excel Formula
    Microsoft Excel
    Management Consulting
    Financial Planning
    Accounting
  • $125 hourly

    • 0.0/5
    • (0 jobs)
    Dynamic and results-driven COO & Alternative Investment Consultant with 12+ years of experience optimizing business operations, enhancing client experiences, and guiding high-net-worth investors through alternative investment strategies. Adept at scaling businesses, streamlining financial and operational systems, and driving strategic growth while fostering strong client and industry relationships. Expertise in EOS (Entrepreneurial Operating System), CRM implementation, trust accounting, regulatory compliance, and process automation to improve efficiency and profitability.
    Featured Skill Financial Accounting
    EOS
    Process Development
    Regulatory Compliance
    Financial Planning
    Automated Workflow
    Project Management
    Process Improvement
    Investment Research
    Financial Management
    Business Operations
    CRM Development
    Financial Consulting
  • $25 hourly

    • 0.0/5
    • (0 jobs)
    With more than 10 years of customer service experience and over 5 years of Human Resource experience, I have an array of expertise. I am adaptable, love a challenge, and work hard. List of some of my expertise include: - Customer Service - Administration work - Administrative Assistance - Recruiting - Data Entry - Banking/finances - Management - Employee Engagement
    Featured Skill Financial Accounting
    Data Analysis
    Recruiting
    Customer Service
    Human Resource Management
  • $12 hourly

    • 0.0/5
    • (0 jobs)
    I believe that a well maintained blog will expand the presence of your business, but as it is time-consuming, you may benefit a lot by hiring a virtual assistant to do that for you. I am someone who knows a little bit of everything, who can be coached and accepting to new challenges, with great attention to detail, high standards, and commitment to regularly checking my work. Enthusiastic and dedicated Virtual Assistant with over 3 years of experience in the Administrative and Office Management field and extensive experience in the coordination, planning, and support of daily operational and administrative functions such as managing schedules, arranging meetings, managing contact lists, handling emails, creating newsletters, and providing great customer service. These are the Hard Skills I can Offer: ✅ Social Media Management ✅ Data Entry Specialist/Researching ✅ Proficient in Microsoft Excel, Word as well as G-Suite tools (Google Sheets) ✅ E-signature| HelloSign, AdobeSign ✅ Customer Service (Live Chat) ✅ Communicating skills, both verbal and written ✅ Photo and Video Editing ✅ Photoshop ✅ Canva ✅ Dropbox ✅ Shopify ✅
    Featured Skill Financial Accounting
    Financial Report
    Account Management
    Accounting
    English to Macedonian Translation
    Macedonian to English Translation
    Customer Service
    Dropbox
    Shopify
    Canva
    Google Docs
    Adobe Photoshop
    File Management
    Virtual Assistance
    Microsoft Office
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