Hire the best Financial Accountants in Texas

Check out Financial Accountants in Texas with the skills you need for your next job.
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based on 140 client reviews
  • $100 hourly
    I am a licensed CPA (US) with 15+ years of experience in providing comprehensive financial services (I have my own CPA practice https:/uakcpa.com) . My expertise lies in 'Audit/Reviiew/compilation of financial statements , tax returns (Corporarte and individuals), Financial modeling, Projections, Budgeting, Quality of Earnings Certifying and issuing letter for mortgage/contract bidding and otger purposes, financial analysis, accounting and bookkeeping, handling debt refinancing etc., and I am committed to delivering accurate, timely, and insightful financial solutions. What I Offer: Audit/Review/Compilation: I have my own CPA practice and provide audit/review, and compilation services clients accross various industries Tax Services: I prepare and submit tax returns for individuals and corporates (1040, 1065, 1120, 1120s etc. Financial Analysis: Proven ability to analyze financial statements, identify trends, and provide strategic recommendations. Financial modeling: Assist client in financial projections, budget settings and other ratios etc analytical work for their banking or compliance requirements Bookkeeping: Proficient in maintaining accurate financial records and reconciling accounts. Debt refinancing: Assisting clients in handling debt refinancing with the financial institutions Consulting: Advisory services tailored to improve financial processes and maximize profitability. CPA certifying letter: Issuing cetifying letters to clients for multiple purposes including morgage, loans, rentals, and state applications for different purposes. Why Choose Me? Professionalism: Dedicated to high-quality work, confidentiality, and ethical standards. Client-Centric Approach: Tailoring services to meet your specific needs and objectives. Efficiency: Delivering results promptly without compromising accuracy.
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    Intuit QuickBooks
    Refinancing
    Report Writing
    Financial Modeling
    QuickBooks Online
    Bookkeeping
    Taxes
    Financial Statement
    Financial Reporting
    Accounting
    Financial Audit
    GAAP
  • $90 hourly
    Former CFO, excel master. Passionate about finance, scenario planning and valuation. Founder mindset.
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    Pitchbook
    Investor Overview
    Business Analysis
    Investment Banking
    Management Consulting
    Financial Writing
    Business Consulting
    Managerial Finance
    Corporate Finance
    Project Finance
    Python
  • $90 hourly
    As a Certified Public Accountant, I offer a track record of achievements in adopting strong financial controls, driving continuous improvements, optimizing financial results, and ensuring compliance with all applicable industry regulations. I believe my track record as a CPA makes me well equipped to handle the responsibilities your firm expects of me as an Accountant. I am proficient in accounting software, including, but not limited to, MS Excel, Word, PowerPoint, and various other tax and accounting software. I provide expert oversight of the general ledger, reporting, analysis, budgeting, and forecasting for the company. My expertise focuses on exceptional Analytical and Communication Skills. My empathic nature allows me to quickly and effectively address different client issues. My willingness to learn, adapt, and pay attention to detail has helped my previous employers reach their company goals. My pleasant personality has fostered strong connections with supervisors, peers, and clients.
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    Asset Management
    Fraud Detection
    Sales Tax
    Financial Statement
    CPA
    Bookkeeping
    Accounting Software
    Payroll Accounting
    Accounts Receivable
    GAAP
    Account Reconciliation
    Tax Preparation
    Accounts Payable
  • $55 hourly
    During my professional career, I have worked with individuals who have made so little they were crying at my desk, all the way to people who made so much money the numbers barely fit on their tax forms. These experiences with everyone across the board have allowed to me to acquire a specialized skill set with individuals and their businesses creating a comprehensive service managing everything related to them starting their business, structuring it, keeping everything organized (bookkeeping, tax planning), all the way down to the ground floor with their personal return and financial plan. My approach allows people to get the information they need to make the best financial decision with their business and personal situations. Notable Work Experience: Assistant Controller at a Dallas Tech firm building out their accounting department processes Tax work with large C-Corps (100m+ revenue) and partnerships Tax returns and S-Corp specialty with Doctors, Lawyers, High net worth individuals I have worked with numerous industries including: Healthcare: Dental practices, Emergency Medicine Docs, Family Practice clinics, Health and Beauty Staffing: Executive staffing firms, Temp staffing Food and Beverage: Cafes/Tea Shops, Restaurant chains, Franchises Law: Para-Legal firms, Individual Attorneys, Legal practices Technology: App development, FAANG individuals (Stock options, options/straddles) High Net Worth individuals: Over 250k income per annum, Accredited investors with associated investments Real Estate: Syndications, Real Estate Investment, Individual Single/ Multi Family Rentals, Crowdfunded real estate I can do any of the following tasks: Setting up entity, consulting on entity type, building presentations for board meetings, data entry, consulting, bookkeeping, tax, financial consultation, administrative tasks, tax return & payroll filings, and much more. Happy to schedule a call to learn more about the project and looking forward to working together soon, Dustin
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    Tax Planning & Advisory
    QuickBooks Online
    Tax Strategy
    US Taxation
    Intuit QuickBooks
    Bookkeeping
    Tax Return
    Account Reconciliation
    Tax Preparation
    Bank Reconciliation
  • $90 hourly
    Experienced Netsuite Consultant with a proven history of success through the implementation and administration. Proficient in implementations, data migration, workflows, custom reports/searches, third party integration, suitescript, and dashboard setup. I experience in NetSuite financials, procurement, inventory management, manufacturing, ARM, Fixed Assets, NSPB, and SuiteCommerce. Certifications include: -NetSuite Certified Administrator -NetSuite ERP Consultant -NetSuite SuiteFoundation -Certified Management Accountant (CMA) -Certified Public Accountant (CPA) Applicant. Passed all 4 exams. -Certified Fraud Examiner(CFE)
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    BigCommerce
    Shopify
    API Integration
    SuiteScript
    SuiteCRM
    JavaScript
    SQL
    Magento 2
    Website
    NetSuite Administration
    NetSuite Development
    Financial Report
    Oracle NetSuite
  • $69 hourly
    Who you hire matters. Before you hire a bookkeeper, accountant, controller or CFO, talk to me for 15 minutes and let me explain why, from my point of view, this is such a critical hire and how I can significantly influence the trajectory, stability and scalability of your business. When Leadership is Required. To become the CFO of a $900M firm I had to work incredibly hard, incredibly smart and bring value to my employer every day. I was always working for someone else though. I recently decided to strike out on my own, start my own Fractional CFO, Fractional Controller, Accounting and Bookkeeping practice. After graduating with a B.S. in Accounting, I spent 30 years climbing the corporate ladder. I have performed all the Bookkeeping, Accounting, executive-level Accounting and Finance roles for companies from the startup stage to $900M in annual revenue. I am an Advanced QuickBooks ProAdvisor, Xero Certified Advisor and Zoho Books Accountant. I offer Bookkeeping, Accounting, complete GAAP compliant, tax-ready Bookkeeping and Accounting with Payroll and Reporting to start-up, small, medium, and large businesses as well as Virtual/Fractional Chief Financial Officer (CFO) services. A Sample of My Skills and Expertise Include: Balance Sheet. Reconciliation, review, organize and consolidate when necessary: organize the balance sheet, identify trends and insights to make more informed business decisions. Review current and future pain points and any corrective action(s) to avoid declines in performance. Evaluate company liquidity and solvency, the ability to meet short-term and long-term financial obligations and the company’s ability to generate profits and grow the business with existing assets. Profit & Loss / Income Statement. Compilation, reconciliation and review. consolidate when appropriate. Prepare the profit & loss, bringing it to a tax-ready or bank-ready condition. Ensure the profit & loss remains ready for managers, giving them the ability to make well-informed business decisions. Calculate revenue from sales or services. Define, evaluate, organize, and reduce expenses such as cost of goods sold and operating expenses. Recommend improvements to the client. Cash Flow Statement. Illustrate cash inflows and outflows over a period to stakeholders. Define the company’s liquidity and its ability to meet short and long-term financial obligations. How much cash is the company generating from its core business operations? How much cash is the company investing in its future growth? How is the company financing its growth? Technology. QuickBooks, Xero, Zoho Books, Wave, FreshBooks, etc. compile, convert, Organize and set up all company records into the chosen accounting platform. Provide the company leadership with a clear view of their business and its financial position at any stage of development from start up to a multi-generational enterprise. Income. Maximize Company Income. Build and/or review company pricing models to ensure maximum income while maintaining market competitiveness. Develop financial strategies to gain additional market share through competitive short-term and long-term strategies. Inventory. Optimize Inventory Levels to meet market demands and improve customer satisfaction ratings. Strengthen company profits and improve operational efficiency. Boost inventory turnover. Improve inventory valuation. Analyze and reduce shrinkage to heighten profitability. Identify and eliminate obsolete inventory. Expenses. Strengthen Company Profitability through a reduction in the cost of goods sold, making sure to include vendor rebates. Improve expense allocation. Granular reporting to identify vendors overcharging, eliminate internal waste, improve operational and production efficiency. Benchmark expenses against industry standards. Identify and eliminate unnecessary expenses. Budgeting & Forecasting. Forecast future financial performance. Identify and mitigate financial risks. Build realistic, achievable budgets. Track budget performance and adjust as required. Improve communication and collaboration between departments. Create pro-forma financial statements to predict and understand company performance, adjusting effect outcomes. Income Tax. Sales Tax. With properly prepared financial statements, a client’s tax liability will be significantly reduced from previous years. This is NOT what your tax preparer does, they work with the numbers they’re given; I make sure they’re given the correct numbers. I will verify and audit your financial statements, ensuring they remain in a tax-ready condition. I will audit and review your sales tax filings, with a focus on compliance, and only paying what’s owed. Software. QuickBooks, Xero, Zoho Books, Sage Intacct, NetSuite, Wave Accounting, FreshBooks. What you can expect from me: A partner. An accountant with 30 years of experience and expertise who cares about your business.
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    GAAP
    QuickBooks Enterprise
    Intuit QuickBooks
    QuickBooks Online
    Bookkeeping
    Accounting Software
    Accounting Principles & Practices
    Sales Tax
    Finance & Accounting
    Accounting Advisory
    Financial Planning
    Technical Accounting
    Management Accounting
    Accounting
  • $75 hourly
    Hi, I’m Vijay Malani, a trusted tax preparer with over 8 years of experience specializing in tax preparation, accounting, and financial advisory. As an IRS Authorized Tax Preparer, QuickBooks ProAdvisor, and an ACCA-certified professional, I’ve successfully filed 735+ tax returns for businesses and individuals across industries. My top-rated status and 100% job success score on Upwork reflect my commitment to delivering exceptional results for my clients. Who I Help: I work with business owners, entrepreneurs, and individuals seeking expert guidance on taxes and financial management. My clients come from diverse industries such as Real Estate, E-Commerce, Professional Services, Manufacturing, Technology, and more. What I Offer: ✅ Tax Preparation & Filing - Federal and state income tax filings for 1040, 1120, 1120-S, 1065, and Schedule C filers. - Special expertise in multi-state taxation and international reporting requirements. ✅ Bookkeeping & Financial Reporting - Accurate, organized, and compliant financials tailored to your business needs. - Customized reports for better decision-making and cash flow management. ✅ Tax Planning & Strategy - Proactive strategies to reduce tax liabilities and maximize savings. - Advisory tailored for LLCs, S-Corps, C-Corps, and partnerships. ✅ Payroll Processing - Seamless payroll management using Gusto, ensuring compliance and timely payments. ✅ Sales Tax Filing - Expertise in filing and remitting sales tax across various U.S. states. ✅ CFO Services - Budgeting, forecasting, and strategic advice to help your business scale with confidence. ✅ IRS Resolution Support - Assistance with IRS notices, audits, and compliance issues to provide peace of mind. Certifications & Credentials: - IRS Authorized Tax Preparer - Associate Chartered Certified Accountant (ACCA) - QuickBooks ProAdvisor - Gusto Payroll Certified Why Choose Me? 🚀 Proven Expertise: Over a decade of hands-on experience delivering top-notch tax and financial solutions. 🎯 Results-Driven: My 100% job success score and top-rated status on Upwork speak volumes about my dedication to client satisfaction. 🔎 Detail-Oriented: I leave no stone unturned, ensuring accuracy, compliance, and maximum savings for every client. 💼 Industry Knowledge: Deep expertise in Real Estate, E-Commerce, Manufacturing, Technology, Healthcare, and more. 🤝 Client-Centered Approach: I tailor my solutions to match your unique goals and challenges. What My Clients Say: “Vijay’s expertise saved me thousands in taxes! His meticulous attention to detail and proactive communication are unmatched.” “I’ve worked with several CPAs, but Vijay stands out. He simplified complex tax issues and delivered outstanding results.” Let’s Work Together! Whether you need year-round bookkeeping support, tax filing, or strategic financial advice, I’m here to help you save time, money, and stress. Contact me today, and let’s start building a stronger financial future for you or your business!
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    Accounting Basics
    Tax Planning & Advisory
    Financial Statements Preparation
    Wave Accounting
    Xero
    Bank Reconciliation
    QuickBooks Online
    Accounting
    Bookkeeping
    Sales Tax
    Corporate Tax
    Certified Tax Preparer
    Tax Preparation
    Tax Accounting
  • $250 hourly
    I specialize in providing expert legal advice to solopreneurs, small businesses, and mid-sized companies. With extensive experience in corporate law, I am committed to helping companies navigate legal complexities and achieve their strategic objectives. My Expertise: - Contract Law: Protecting your interests and facilitating smooth business operations through drafting, reviewing, and negotiating contracts including NDAs, purchase agreements, service agreements, and independent contractor agreements. - Corporate Governance: Ensuring your company adheres to the best organizational practices including board structure, shareholder relations, compliance, and company formation documents. - Mergers & Acquisitions: Guiding you through the intricacies of mergers, acquisitions, and other business transactions to ensure a seamless and legally sound process. - Regulatory Compliance: Providing comprehensive advice on regulatory requirements and helping you maintain compliance with industry standards and legal obligations. - Risk Management: Identifying potential legal risks and developing strategies to mitigate them, ensuring your business operates securely and efficiently. Services Offered: - Corporate Governance Advisory - Contract Drafting & Negotiation - Business Formation & Structuring - Mergers & Acquisitions Support - Regulatory Compliance - Risk Management & Structuring - Legal Due Diligence Why Choose Me: - In-Depth Legal Knowledge: With a deep understanding of contract law, I offer legal advice tailored to your business needs and precise actions for the next steps of your business. - Strategic Approach: I integrate legal solutions with your business strategy, ensuring that your business goals are enhanced and risks are managed, rather than hindered. - Client-Centered Service: I prioritize your unique business objectives and provide personalized legal services designed to address your specific challenges. - Proven Experience: My track record of successfully assisting businesses in various industries highlights my ability to deliver effective legal solutions. - Professional Integrity: Upholding the highest standards of professionalism, confidentiality, and ethical conduct in all my engagements. Let's Team Up: Whether you're a startup in need of foundational legal guidance, an established company facing complex legal issues, or anywhere in between, I am here to provide the expertise you need. Together, we can ensure your business is legally sound and poised for success. Let's team up to handle your legal issues!
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    Legal Consulting
    Strategic Planning
    Review
    Drafting
    Contract
    Government & Public Sector
    Legal Agreement
    Contract Drafting
    Contract Law
  • $250 hourly
    I pride myself in Top-notch, Multifaceted Business and Tax Consultancy services/solutions, including but not limited to:Accounting,Consulting,Tax preparation,Tax consultancy,Tax planning,Business Planning,Marketing planning and Strategy ,Book-keeping, Financial Analysis,Compilations,Reviews,Audit,Trademark Application and Registrations/Renewals at the best possible rate to all and sundry..............If I wont do it right,I won't do it at all
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    Content Writing
    Document Review
    Marketing Strategy
    HTML
    Financial Management
    International Taxation
    Bookkeeping
    Financial Analysis
    Bank Reconciliation
    Tax Preparation
    Intuit QuickBooks
  • $35 hourly
    I am a musician and bookkeeper dedicated to providing precise work to all my clients. My training as a classical musician has helped me prepare for a career in bookkeeping. Both music and accounting require specialized knowledge, a theoretical framework on which the entire industry is based, understanding that details matter, and the ability to teach yourself new concepts or tools. I have previous Upwork experience in the music-publishing industry, where I honed my attention to detail even further by preparing written sheet music for publishing. Furthermore, my skills as a music teacher directly translate to helping bookkeeping clients better understand accounting concepts so that they can take control of their business with confidence. Head over to my specialized bookkeeping profile to learn more about how I can help your business. *Previous music copying work* I have experience transcribing pieces from older and messier versions for a variety of instrumentation as well as creating hymnal sheets. My engravings have been published in custom hymnals and music journals. I frequently use Finale to write my own arrangements, which are published on Sheet Music Plus, and am often asked to arrange sheet music for ensembles I perform with. In 2013 I earned a Bachelor's in Music from Southwestern University. Feel free to browse my work history to see what satisfied clients have to say!
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    QuickBooks Online
    Account Reconciliation
    Light Bookkeeping
    Financial Statement
    Financial Report
    Bookkeeping
    Transaction Data Entry
    Accounting Basics
    Data Entry
    Intuit QuickBooks
    Bank Reconciliation
  • $100 hourly
    A Chartered Accountant (ACCA) and Certified Internal Auditor (CIA) with over 15 years of experience in Public and Private Sector (start-ups, small businesses, non-profit organizations, grants funding etc.) Accounting, Auditing, Advisory, and Training Services. A Certified Quickbooks Online ProAdvisor (QBO), providing accounting and book-keeping services to various clients, directly trained by Intuit, specializing in cleanups, system implementations, state audits.
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    Nonprofit
    Program Grant
    Asana
    Payroll Accounting
    Bill.com
    Expensify
    Gusto
    GAAP
    International Financial Reporting Standards
    Cost Accounting
    Microsoft Office
    Internal Auditing
    Intuit QuickBooks
  • $30 hourly
    I am an accounting and tax professional with a combined 7+ years experience with Corporate companies and tax firm As a Partner in tax and accounting firm, I am here to engage with businesses and individuals to guide them in achieving financial goals through strategic tax compliance and general accounting consulting. I am quick book ProAdvisor certified.I have intensive experience in excel and I am in expert at it. I am a multi-talented individual with various qualities and experiences. I am also currently completing CPA (Certified Professional Accountant) certification. I provide following services to my clients: - Maintaining Accounting books in various accounting programs (Accrual and Cash) - Formation, reinstatement and termination of Business entity - Preparation of U.S. and State Tax Returns (Individuals and Businesses) - Payroll Processing and Payroll Tax Filings - Form 1099 filings - Filing Sales and Use and other state, city and local taxes - Preparation of business and personal financial statements - Preparation of business and other agreements - Preparation of responses to notices - Managing Account Receivable/Payable, Inventories and Fixed Assets. - Preparation of management reports. - Other related Jobs. I am a reliable & trustworthy professional and help my client to my fullest extent and capability. I look forward to working with you.
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    Bookkeeping
    Accounts Receivable Management
    Intuit QuickBooks
  • $200 hourly
    I have 20 years designing and leading strategic, multi-discipline, enterprise-wide programs, managing $100M+ budgets, encompassing 500 staff across 90 countries. I have built and sold companies, expanded internationally, acquired patents, and raised funding for start-ups, pre-revenue and beyond. My current and ongoing clients include Angels and VC’s, for whom I perform due diligence of deals. I’m lucky therefore to truly understand what we/they look for, and can help you meet their standards, avoid the traps, and maximize your bargaining potential. I advise clients ranging from the boot-strapped, pre-revenue entrepreneurs, up to $1BN recurring revenue corporations. That work typically comprises strategy development, business planning, financial projections, and valuations. No matter the project, I’ll guide you through every step and take as much off of your plate as I can, while always ensuring you are fully informed of my progress and that you understand key decision points. On an hourly basis I charge $200 per hour. However, if you require specific items, I typically fix-bid those projects, a non-exhaustive list of which is noted below, along with starting costs: - Business plans, including pro forma financial projections $6,000 - Financial pro forma projections $3,000 - Full raise package (business plan, projections, pitch deck* and investor memo*) $7,000 - Buy/sell side valuations starting at $1000 (DCF + Multiplier) & $2,500+ custom/detail - Pitch deck $1,500 (exclusive of financial projections) * - Pitch deck $4,000 (inclusive of detailed financial projections) * * Inclusive of all content, and basic design principles, but excludes deep design e.g., creation of style guide, logos, graphics, and pictures. I relish the opportunity to discuss further the benefit I can bring to you while uncovering more about your upcoming projects and challenges. Detailed references are available upon request.
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    Project Management
    Business Valuation
    Venture Capital Consulting
    Financial Modeling
    Startup Consulting
    Business Plan
    Business Consulting
    Business Analysis
  • $75 hourly
    Experienced accountant for your bookkeeping and/or accounting. Skilled to get you from transactions to financial statements, or anywhere in between. I can help you when you don't have the time or do not like doing the books. Hire me to clean up your books, complete monthly bookkeeping tasks, and have your books ready for your tax preparer. Please contact me. I am happy to discuss how I can help you reach your business goals.
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    Payroll Reconciliation
    Payroll Accounting
    Data Entry
    QuickBooks Online
    Financial Reporting
    Financial Statement
    Intuit QuickBooks
    Bookkeeping
    Transaction Data Entry
    Bank Reconciliation
    Account Reconciliation
    Chart of Accounts
    Microsoft Excel
  • $75 hourly
    Do you need a bookkeeper with great experience? Then you are at the right place. I have a masters degree in accounting from UST Texas, a CPA licensed in Texas and also a Certified Quickbooks ProAdvisor. I have over 6 years experience working in the Oil and gas, Heath care and Construction Industries. I have a passion for numbers and love seeing small business succeed that is why I started my own bookkeeping firm. I am registered as an LLC and also carry my own insurance. My goal is to see satisfied clients who have an understanding of the financial health of their business. I am looking to grow my small bookkeeping business and I am looking to take on long term clients. I am a very detail oriented individual and a fast worker with the ability to meet deadlines. I also make it a priority to have open communication with my clients. I live by the rule of "NO SURPRISES". So whatever it is, I would be sure to communicate in an efficient manner.
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    Microsoft Office
    Wave Accounting
    Accounts Receivable Management
    Accounts Payable Management
    Intuit QuickBooks
    Bookkeeping
    Budget Management
    Payroll Accounting
    Data Entry
  • $150 hourly
    I have advised and invested in some of the of the most successful technology businesses, including SaaS unicorns. I am an MBA graduate of Columbia Business School, a former private equity investor ($8 billion in assets under management), investment banker, and CPA at a Big 4 accounting firm (KPMG). As an investor, I have helped execute investments valued at +$1 billion and evaluated more than 200 companies in the software space. As a TechStars Mentor, I have worked side by side with several ambitious startup founders, advising them on the best approach (pitch, pitch deck, financials) to dominating Demo Day. I enjoy freelancing to contribute my knowledge and skills to others while building my own venture in artificial intelligence outsourcing/staff augmentation. During our time together I can help with: - Financial planning and analysis - Constructing detailed financial and valuation models - Identifying and contacting high probability investors - Building compelling pitch decks to support funding - Evaluating potential acquisitions My style is very laid back. My mantra is “do what you say you’re going to do long after the mood in which you said it has disappeared.”
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    Artificial Intelligence
    Financial Modeling
    Business Valuation
    Sales
    Fundraising
    Sales Leadership
    Venture Capital Consulting
    Private Equity
  • $75 hourly
    If you are in need for an experienced bookkeeper and use QuickBooks Online - look no further. Highly reliable, ethical and client-focused bookkeeper focusing on Quickbooks Online. If you've ever said "My books are a mess" or "I just need help!" then I'm the bookkeeper for you. No books are beyond saving, let me do the hard work for you so you can focus on what matters most - your business! What can I do for YOU? - Setting up new Quickbooks Online accounts - Accounts Payable/Receivable - Quickbooks Online training (my favorite!) - Forensic Accounting - Finding, investigating and fixing incorrect transactions - Bank/Credit Card reconciliations - Payroll (Gusto Partner) - Maintaining books by coding transactions and keeping the financials clean for decision making - Financial Reporting - Automation & setting rules - App Integration (A2X, Gusto, Paypal, Etsy, Amazon, etc) - Journal entries (accruals, amortizations, loans) - TSheets/QuickBooks Time (Partner & Certified) - Job/Project Costing - Depreciation tracking - A/R Factoring Some examples of successes with past clients: - Uncovered proof that an employee had embezzled over $1M from a client over several years. The proof that I found directly led to a conviction - Reconciled 5+ years of books for a client with several bank accounts that had ignored their books entirely. They were able to have clean books caught up to date and able to file their taxes - Advised several clients on how to save hundreds (to thousands) of dollars in areas such as credit card fees, payrolls, and deductions they were missing out on A little info about me: I'm the owner of Lone Star Bookkeeping, LLC which focuses on Quickbooks Online bookkeeping and accounting solutions for SMB clients. I pride myself on my speed, accuracy and integrity and I always put my clients' needs and timelines before my own. I'm a Quickbooks Online Advanced Certified ProAdvisor and have a BBA in Accounting from UT Arlington. I thoroughly enjoy taking on new clients, getting to know them and dive into their books to fix or uncover any issues they're concerned with. My background includes clients in the following fields: Oil & Gas, Doctor/Therapist offices, Manufacturing, Service Companies, e-commerce & physical retailers. My past roles include being a CFO, Controller, Accountant, Inventory Manager, and a Purchasing Manager. I have 15+ years of experience. My specialty has become fixing mistakes by less experienced bookkeepers and maintaining the integrity of each of my clients' books so they can make the decisions they need to for their business. My passion is teaching my clients by sharing my expertise so they understand why accurate bookkeeping is important and how it can affect their business and tax implications. I'm most rewarded by the client being happy with my work and hopefully leading to long-term business relationships. I put everything I have into my business. Gaining your respect and your business as a satisfied long-term client is my foremost goal. Choosing the right bookkeeper for your business can seem overwhelming and scary at times. Please feel free to read the reviews of some of my past clients, and allow me to put you at ease knowing that you're making a great decision. I welcome you to invite me to interview for your bookkeeping position and I'm looking forward to speaking with you soon! - Mark Flores Lone Star Bookkeeping, LLC
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    Balance Sheet
    Bookkeeping
    QuickBooks Online
    Bank Reconciliation
    Account Reconciliation
    Training
    Intuit QuickBooks
    Financial Statement
  • $50 hourly
    Hate dealing with your business books & Taxes? Wish you had someone to take that off your plate? I'm here to help! Being a tax accountant (by day), I understand the importance of keeping your books organized! I can help ensure all of your income/expenses are accounted for properly and reconcile your accounts on a monthly basis. I own and operate my own bookkeeping & tax business and have my business licenses with Texas State. My long-term goal was to grow my business and transition to working for myself full-time. I achieved this goal in June 2010. I specialize in single-member LLCs, sole proprietorships, S-corps, Corps, and Partnerships. My exceptional services include: ● Data entry and maintaining a day-to-day record ● Maintaining sales, purchase, and cash journals ● Ratio analysis ● Preparing financial statements ● Budgeting and forecasting ● Payroll management ● Bank reconciliation ● Maintaining financial reports at every interval (weekly, monthly quarterly, semi-annually, and annually) I look forward to speaking with you to see how we can assist each other to reach our business and life goals. Thanks, Ashley
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    Intuit Lacerte Tax
    Intuit Proconnect Tax
    Corporate Tax
    CPA
    Intuit QuickBooks
    Bookkeeping
    Accounting Principles & Practices
    Communication Skills
    Certified Tax Preparer
    Tax Preparation Software
    Balance Sheet
    Accounts Receivable
    Bank Reconciliation
    Payroll Accounting
  • $100 hourly
    I have enjoyed building financial models for nearly 20 years, and I would love to help your organization crystallize its financial future. I specialize in “turning the story into numbers” and build custom Excel and Google models that input variables specific to your organization and automatically return universally accepted financial statements and cash plans. My process aims to quickly learn your needs, stay highly communicative throughout the build, very clearly convey what finished product you will receive, and remain available for free questions/answers and model tweaks after delivery. My models have been used by a very wide range of organizations and purposes, and the quality of my work is evidenced by how frequently I establish long term relationships with partners. Below is just a small sampling of repeat consultant or employment partnerships: •Alaskan restaurant franchise using my financial models to target nationwide expansion (CFO consultancy) •CEO of a $10b company using my financial models to identify disaster recovery risk •Kenyan bamboo startup using my financial models to secure international grants •$3m Washington, DC tech startup using my financial models to establish financial foundation (CFO consultancy) •California student housing platform using my financial models to secure advanced funding rounds If your organization has an operational vision, but needs help translating that into an actionable financial plan, let’s talk. I look forward to solving your modeling needs. Jeff
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    Financial Modeling
    Financial Analysis
    Financial Management
    Business Cases
    Presentations
    Microsoft Excel
    Cost Analysis
  • $39 hourly
    Thank you for taking the timeout to view my profile. I’m a fun-loving, flexible, analytical, motivated person who is detailed-oriented. I have a bachelor's degree in accounting and QuickBooks Certified Pro Advisor. I have over 8+ years of accounting experience and integrity, honesty, confidentiality are the keys to run a successful project. My main objective is to work in an organization that is target driven and result oriented where initiative and creativity are highly valued and to contribute to the growth and development of the organization. It would be a pleasure to help you with: * Reconciliation of Bank Accounts * Accounts Payable (bill paying) *Accounts Receivable (invoicing) *Journal Entries Adjustment *Payroll *QuickBooks Set-up/ Clean-up/ Categorization *Financial Report (Profit & Loss Statement, Balance Sheet, Cashflow) I am eager to learn more about the opportunity offered by your firm. Feel free to contact me to discuss any further details. Thank you!
    vsuc_fltilesrefresh_TrophyIcon Financial Accounting
    File Management
    Microsoft Word
    QuickBooks Online
    Financial Reporting
    Bank Reconciliation
    Invoicing
    General Ledger
    Chart of Accounts
    Payroll Accounting
    Bookkeeping
    Transaction Data Entry
    Tax Return
    Accounts Receivable
  • $50 hourly
    Hi there! I am an experienced accountant/ auditor with a strong background in global accounting, financial analysis and tax planning. With over 7 years of experience working with diverse clients, I have developed a deep understanding of financial management and compliance. Services Offered: 1. Financial Analysis and Reporting: I offer comprehensive financial analysis to help businesses make informed decisions and improve their financial performance. I can provide detailed reports, financial statements, and key performance indicators (KPIs) analysis. 2. Audit and Assurance: As a skilled auditor, I have conducted numerous audits for various clients, ensuring compliance with accounting standards and identifying areas for improvement. I am well-versed in conducting internal and external audits, risk assessment, and control evaluation. 3. Tax Planning and Compliance: I specialize in tax planning strategies to minimize tax liabilities while ensuring full compliance with tax laws and regulations. I can assist with tax return preparation, tax optimization, and resolving tax-related issues. 4. Financial Forecasting and Budgeting: I can help businesses develop accurate financial forecasts and budgets to set realistic goals and monitor financial performance. I have expertise in financial modeling, variance analysis, and cash flow management. 5. Business Advisory: With my in-depth knowledge of financial management, I can provide valuable advice to businesses on improving operational efficiency, cost reduction, and financial decision-making. Skills: - Financial Analysis - Auditing and Assurance - Tax Planning and Compliance - Book Keeping - Customer Service - Client Management - Financial Forecasting and Budgeting - Risk Assessment and Control Evaluation - Financial Modeling - Cash Flow Management - Business Advisory Certifications: - Advanced diploma in Accounting and business with Association of Chartered Certified Accountants (ACCA) - Association of Accounting Technicians (AAT) - US GAAP Certified Accountant Education: - Bachelor's Degree in Accounting and Finance Work Experience: - Assistant Manager in the big 4 Accounting Firm ( PricewaterhouseCoopers International Limited) - Associate Auditor ( Ernst & Young) My Client's maximum satisfaction is my priority. Testimonials from my clients are up in my review for your perusal. I am a person of high Integrity and dedication, and as such dedicated to offer quality services. Let's work together to add value to your business and ensure your financial success.
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    Data Entry
    Customer Service
    Microsoft PowerPoint
    Bookkeeping
    Accounting Basics
    Financial Audit
    Microsoft Excel
    Bank Reconciliation
    Account Reconciliation
  • $100 hourly
    I am a highly motivated individual who loves to take the complicated language of accounting and put it in terms that you and your business associates can understand and apply to everyday practice. I enjoy any and all projects that allow for me to take my skills and expertise and achieve your business goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Accounting
    Accounting Software
    Bookkeeping
    Expense Reporting
    Accounts Payable Management
    Accounting Basics
    Cost Management
    Financial Statement
    Intuit QuickBooks
    Financial Report
    Accounts Receivable
    Financial Variance Analysis
    Bank Reconciliation
    Account Reconciliation
    General Ledger
  • $50 hourly
    I have worked as an accountant in different industries, in all aspects from Accounts Payable to Payroll, to reconciliation. My specialty is organizing the financials in a way that the new owner can easily read and get the information they need.
    vsuc_fltilesrefresh_TrophyIcon Financial Accounting
    QuickBooks Online
    Accounts Payable Management
    Data Entry
    Bookkeeping
    Bank Reconciliation
    Tax Preparation
    Account Reconciliation
    Accounts Receivable
    Accounting
    Intuit QuickBooks
  • $75 hourly
    Beginning my career in one of the international accounting firms, my drive and ambition has matured into a more holistic approach to career success, which includes doing my best to make a difference in the lives of my clients. *Certified public accountant (CPA) *Chartered Global Management Accountant (CGMA) *QuickBooks ProAdvisor UPWORK ACCOMPLISHMENTS Using Upwork to springboard into long-term working relationships with new clients, I have successfully contributed the following results: *Streamlined client’s staff time reporting processes by implementing QuickBooks Time tracking, significantly reducing their time administration by 75% and increasing cash flow from customer invoicing by approximately 18%. *Supported a professional service firm to grow into their next step by evaluating their financial operations and improving internal processes by transitioning to QuickBooks Online Advanced. *Designed quarterly management reports via client's QuickBooks accounting platform, and monthly Key Performance Indicators (KPI) tracking via the Fathom reporting platform.
    vsuc_fltilesrefresh_TrophyIcon Financial Accounting
    Financial Analysis
    Microsoft PowerPoint
    Financial Statement
    CPA
    Intuit QuickBooks
    Bank Reconciliation
    Account Reconciliation
    Accounts Receivable
    Month-End Close Assistance
    Financial Projection
    Microsoft Excel
    GAAP
  • $60 hourly
    I'm a CPA with over 10 years of experience in the accounting field. I'm based in Houston, TX, but now perform FP&A Consulting to several international clients. I can help with: -Account Reconciliation -Bookkeeping -Reviewing Financial Statements -Streamlining tasks using Microsoft Excel Career Coaching: -Offer a holistic suite of services to empower individuals in their career journey. -Crafting compelling and tailored resumes that showcase unique skills and accomplishments, -Personalized career coaching, guidance on setting and achieving career goals, interview preparation, and strategies for professional growth -Optimization of LinkedIn profile to enhance online visibility, enabling clients to connect with industry peers and seize valuable networking and job opportunities. My expertise can be the catalyst for their career success and personal development.
    vsuc_fltilesrefresh_TrophyIcon Financial Accounting
    CPA
    Intuit QuickBooks
    Account Reconciliation
    Accounting Basics
    Accounting Software
    Accounting
  • $50 hourly
    I am an experienced CPA looking for opportunities to help small and midsize businesses with their accounting needs. I have 3.5 years of experience at a public accounting firm, preparing tax returns, performing assurance services, and providing bookkeeping services for small and midsize companies across all industries. I have an additional 3 years of experience as an Accounting Manager overseeing full cycle accounting. My services include but are not limited to: - Book clean up and catch up - Bank reconciliations - Full trial balance account reconciliations - Accounts payable & receivable management - Financial report preparation - Cash flow forecasting - Budget review and analysis If you have any questions, please do not hesitate to message me!
    vsuc_fltilesrefresh_TrophyIcon Financial Accounting
    Light Bookkeeping
    Accounting Basics
    Bookkeeping
    Management Accounting
    Accounts Receivable
    Accounts Payable
    Bank Reconciliation
    Income Statement
    Balance Sheet
    Accounting
    Microsoft Excel
  • $75 hourly
    Hello! My name is James, and I am a dedicated and experienced accountant with a strong background in bookkeeping, taxation, and business advisory services. I recently founded my own accounting firm with a mission to provide tailored, outsourced accounting solutions for small to medium-sized businesses and their owners. With over 5 years of experience working with diverse industries, I have honed my skills in financial reporting, budgeting, tax planning, and financial analysis, allowing me to identify opportunities for growth and help businesses thrive. My expertise enables me to streamline accounting processes, ensuring accurate and timely financial information for better decision-making. As an accounting professional and a member of multiple professional organizations, I stay up to date with the latest industry trends, tax regulations, and accounting best practices. I am proficient in various accounting software such as QuickBooks and Xero; as well as countless business and financial management platforms. My services include: Bookkeeping: Accurate and timely recording of financial transactions to facilitate informed decision-making. Tax Compliance & Planning: Ensuring compliance with tax laws, minimizing tax liabilities, and identifying tax-saving opportunities. Financial Reporting & Analysis: Preparing financial statements, budgeting, and providing insights to optimize business performance. Business Advisory Services: Strategic planning, cash flow management, and growth consulting to help your business succeed. I am passionate about helping businesses and their owners navigate the complexities of financial management, and I am committed to providing personalized, high-quality services that align with your unique goals and objectives. I look forward to working with you and contributing to your business's success. Please feel free to reach out with any questions or to discuss your specific accounting needs. Let's grow your business together!
    vsuc_fltilesrefresh_TrophyIcon Financial Accounting
    Tax Planning & Advisory
    Bookkeeping
    Financial Management
    Data Analysis
    Financial Planning
    Business Development
    Financial Reporting
    Business Consulting
    Tax Law Compliance
    Budgeting & Forecasting Software
    Tax Accounting
    Accounting
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