Hire the best Financial Accountants in the United States

Name: Financial Accountants
Brand: Upwork
Rating: 4.7 (1126 reviews)

Check out Financial Accountants in the United States with the skills you need for your next job.

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Clients rate Financial Accountants

4.7/5

based on 1,126 client reviews

$40 hourly
Kellen L.
- 5.0/5
- (14 jobs)
Quick Reference: • Data Entry • Typing speed 60 WPM • Microsoft Office knowledge • Google Workspace knowledge • Company task organization • Knowledge of 10+ systems • CEO calendar management • Product curation • Customer analysis • Sales analysis • Supplier Relations • Company Rebranding With experience as an executive assistant, data entry specialist, and logistics specialist I have the skills for most administrative workplaces! I am detail oriented, organized, reliable, creative, along with many other awesome skills! I bring a fresh and excited new look to any team I'm apart of! Please reach out with any questions or requests.

Financial Accounting
Customer Service
Organizer
Executive Support
Light Project Management
Customer Support
Task Coordination
Form Completion
Data Entry
Typing
Microsoft Office
$70 hourly
Ruth Y.
- 5.0/5
- (17 jobs)
Over 7 years working as an external auditor for the State performing regulatory, operational and financial compliance, and financial reviews. Have analytical, problem-solving, diagnostic, researching, and project management skills. Write audit reports. Have a Bachelor in Accounting, MBA in Finance, and a CPA license. Have knowledge of accounting standards and principles, auditing principles, stock analysis, theoretical portfolio management, real estate principles, and financial analysis of firm. Here to make extra money. Glad to assist in your accounting, auditing, or financial needs.

Financial Accounting
Cost Accounting
Financial Reporting
Financial Analysis
Financial Management
Financial Statement
Financial Presentation
Real Estate Financial Modeling
Financial Audit
$50 hourly
Hardik S.
- 5.0/5
- (86 jobs)
Dynamic and motivated professional with a proven record of expertise in Accounting and Bookkeeping, Tax Planning, Tax compliances, and Tax Return filing, managing accounting projects from scratch to completion, and Finalizing the Books for tax return preparation. Skilled in building a streamlined process for accounting and taxes, demonstrating exceptional communication skills, and making critical decisions during challenging situations. I have 9+ years of experience working in the field of accounting and taxation. Accounting and Bookkeeping Experience - Setting up a company - Reorganizing Chart of Accounts - Bank Reconciliation - Credit card Reconciliation - Paypal /Stripe Reconciliation - Account Receivable Management - Accounts Payable Management - Month/Year End Closing Journals - Inventory Management - Payroll Accounting - Reporting Tax and Tax Planning Experience - Income Tax return filing - Building Tax Planning Strategies for Small and Medium businesses - State Sales Tax Registration and Compliance - State Withholding Tax Registration - Payroll Setup and Compliances - State unemployment tax registration - State Annual Filings Industries worked in - Property Management Companies - Real Estate Companies - Restaurants - Therapy center - Medical Billing - CPA firms - Tours and Travel Companies - Landscaping & Lawn Care Companies - Cafe's & Bars - Manufacturers - Traders - Retail Stores - Hotels & Motels Accounting - Farms and Orchards

Financial Accounting
Month-End Close Assistance
Income Statement
Accounting
Cash Flow Analysis
Taxes
Sales Tax
Corporate Tax
CPA
Management Accounting
Accounts Payable Management
Balance Sheet
Tax Preparation
Bookkeeping
Intuit QuickBooks
$75 hourly
Lori W.
- 5.0/5
- (65 jobs)
With over 20 years of accounting experience I offer expert level service in all areas of accounting, bookkeeping, Excel spreadsheets, long-term projections and analysis, data entry, financial analysis, and administrative support. As a licensed real estate broker and over 10 years of housing experience, I also provide a unique set of skills that help you complete your project. As an executive level professional, I understand what is required to provide good service to clients and produce quality products in an efficient manner.

Financial Accounting
Income Statement
Accounts Receivable Management
Buildium
Financial Report
Bookkeeping
Intuit QuickBooks
Bank Reconciliation
Accounts Payable
$100 hourly
Umair A.
- 5.0/5
- (25 jobs)
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.

Financial Accounting
Intuit QuickBooks
Refinancing
Report Writing
Financial Modeling
QuickBooks Online
Bookkeeping
Taxes
Financial Statement
Financial Reporting
Accounting
Financial Audit
GAAP
$90 hourly
Eric W.
- 5.0/5
- (27 jobs)
Former CFO, excel master. Passionate about finance, scenario planning and valuation. Founder mindset.

Financial Accounting
Pitchbook
Investor Overview
Business Analysis
Investment Banking
Management Consulting
Financial Writing
Business Consulting
Managerial Finance
Corporate Finance
Project Finance
Python
$250 hourly
Jyoti Raj A.
- 4.8/5
- (23 jobs)
One of the best tax Experts, tax planners and tax stratergy advisors for business and individuals, Please contact only if you are looking for an expert who can help you achieve your financial goals. As a very-knowledgeable CPA, Jyoti Raj Adhikari has served countless businesses and individuals all across US with his very practical understanding of complex tax laws, rules and accounting principles and practices. Jyoti has planned and saved millions of taxes to businesses in his 17 years of career as a tax expert, Jyoti accepts only those clients who are serious about their finance and aims to hit high level rather than saving couple thousands of taxes in current year. Jyoti immersed himself in the world of Tax, Accounting and Business Consulting, helping his clients to succeed in their endeavors. He is working with numerous clients and providing them opportunity to use their valuable time to fully focus on their business and reach their full potential. Jyoti has worked for more than 10,000 different clients as a CPA, contractor, freelancer, accountant,, tax planner and a business consultant. Jyoti specializes in various areas of taxation including financial analyis for busimess aquisition; finanical health analysis, long term busimess stratergic planning,, real estate planning, stock trader’s tax matter, foreign holdings taxes, Expat taxation, capital gains tax, sec 1031 exchange and many more. He is dedicated to providing the best service possible with his team of motivated professionals.

Financial Accounting
Financial Audit
Review
US Taxation
Business Consulting
CPA
Accounting
Tax Preparation Software
Tax Law
Tax Preparation
Tax Planning & Advisory
Payroll Accounting
Accounting Principles & Practices
Bookkeeping
$225 hourly
Youness S.
- 5.0/5
- (7 jobs)
I am a CPA and Xero Certified Advisor working in the profession for over 14 years. During my career I have gone from working for the big 4 accounting firm Ernst & Young, to a partner at a boutique accounting firm in the San Francisco Bay Area, focusing on small businesses and individual accounting and taxation needs. I provide a variety of services, including, but not limited to, Business Consulting, Bookkeeping, Tax Preparation and Advisory, Accounting System Assistance/Implementation, Financial Statement Compilations and Reviews. I also run a Xero certified advisor practice that can help create a semi-automated bookkeeping system for your company and assist you in making more financially informed and timely business decisions. I've served as an external controller for a variety of small businesses, providing them with financial and tax advisory, sales and use tax preparation, implementation of accounting systems including training of staff on proper procedures and use of software. My mission is to help my clients succeed through reliable, high quality, trusted service that they can depend on.

Financial Accounting
CPA
Financial Statement
Tax Preparation
Bookkeeping
Tax Return
Accounting Principles & Practices
Tax Planning & Advisory
$50 hourly
Michael M.
- 5.0/5
- (17 jobs)
Extremely experienced accounting expert and financial professional available for projects ranging from accounting to financial reporting and strategic planning. I can help with your monthly bookkeeping, cleaning up accounts and systems, catching up the monthly accounting, preparing periodic financial statements and reports, drafting business plans, developing models, and other special projects. Successfully concluded or managing continuing projects for monthly accounting, payroll filings, financial statement reviews, drafting investor presentations, business planning, and tax and compliance reporting. I am a CPA, CGMA with an MBA in Finance and a certificate in International Financial Reporting Standards (IFRS), along with decades of accounting experience.

Financial Accounting
Cost Accounting
Financial Presentation
Accounting Software
Accounting Principles & Practices
International Accounting Standards
Financial Report
GAAP
$35 hourly
Sherif M.
- 5.0/5
- (8 jobs)
🚀 Data & Financial Analyst | Turning Data into Actionable Insights 🚀 👨‍💼 About Me With years of experience as a financial and data analyst, I specialize in leveraging data to solve complex business challenges. From working with industry leaders like Wells Fargo to freelancing for startups and non-profits, I have a proven track record of delivering actionable insights, optimizing financial processes, and driving measurable results across industries. 📊 My Expertise •Data Analysis & Insights: Conducted in-depth analyses of sales, financial, and operational data to identify trends, uncover opportunities, and support strategic decisions. •Financial Modeling: Designed dynamic models for budgeting, forecasting, and cost analysis, including a 50+ sheet Excel model for a $15M company. •Dashboards & Visualization: Created interactive dashboards in Power BI, Tableau, and Excel to present insights for projects like Miami-Dade County analysis and organizational financial performance. •Game Analytics: Developed spreadsheets to track and balance game progression, resource economy, and leveling systems, demonstrating a creative approach to data solutions. •Automation & Streamlining: Automated workflows using Excel VBA, macros, and Power Query to reduce manual effort and improve efficiency. •Credit Risk & Strategy: At Wells Fargo, analyzed credit and operational data to enhance risk management strategies and improve portfolio performance. •Predictive Analysis: Used machine learning techniques like XGBoost and statistical methods to improve forecasting accuracy and deliver data-backed recommendations. 🔧 Tools & Skills •Technical Expertise: SQL, Python, Excel (Advanced), VBA, Power BI, Tableau •Data Analysis: Statistical Analysis, Data Cleaning, Predictive Modeling, Business Intelligence •Financial Expertise: Budgeting, Forecasting, Financial Modeling, Variance Analysis •Visualization & Automation: Custom Dashboards, Trend Analysis, Macros, and Power Query 🏆 Achievements •Delivered 30+ projects in finance, analytics, and visualization, consistently exceeding client expectations. •Improved efficiency for businesses by creating automated tools that reduced errors and saved time. •Enabled startups and non-profits to achieve clarity through dynamic financial and data models. •Built intuitive dashboards for businesses and municipalities, translating raw data into impactful insights. •Designed game analytics tools for balancing resource economies, showcasing a unique combination of analytical and creative skills. 📈 Services I Offer •Data Analysis & Visualization: Transform raw data into clear, actionable insights with dynamic dashboards. •Financial Reporting & Analysis: Deliver tailored reports to track performance and guide decision-making. •Forecasting & Budget Optimization: Align financial strategies with business goals for sustainable growth. •Process Automation: Streamline workflows with advanced Excel tools and automated solutions. 🌟 Let’s Work Together Whether you’re looking to optimize your financial strategies, uncover insights from your data, or improve operational efficiency, I’m here to help. Let’s collaborate to create impactful solutions that drive growth and success.

Financial Accounting
Financial Management
Financial Modeling
Risk Analysis
Data Cleaning
Data Visualization
Financial Analysis
Finance
Business Intelligence
Microsoft Power BI
Tableau
SQL
Python
Business Analysis
Data Analysis
$70 hourly
Brooke S.
- 5.0/5
- (12 jobs)
I earned my MBA in 2015 while working full time for an oil and gas company and assisting my husband in running the CrossFit gym we own. I am an expert with QuickBooks online, I have 10 years experience with Quickbooks as well as 3 years experirence with Xero, Bill.com, and a handful of other industry specific accounting software programs.. I am a quick learner and not afraid of a new challenge. I have experience in oil and gas, rental property management, restaurant, construction, and especially boutique gym accounting. I love working with Profit First and helping business owners not only budget their money but really make their money work for them! I taught myself multiple engineering, geology, and database management software systems. I am an expert with Microsoft Office. Above all I'm efficient, accurate, and with working remotely I always respond in a quick and timely manner. I managed 7 different oil and gas companies and tracking intercompany interactions, allocation expenses, creating invoices and maintaining an accurate balance of what every company owes each other. I also ran payroll and benefits for 30 employees. I'm looking to help small businesses get their books up to date, clean, and above all accurate! I know without proper financial statements you can't make the right decisions to move your company forward. Let me help you grow your company! I’m excellent at translating financial reports into something business owners can actually understand. I also happen to really enjoy cleaning up messes and digging through books to turn it into something actually useful. I earned my MBA from Oklahoma State University in 2015, graduating with a 3.7 GPA while working full time. I'm a hard worker and I love working with small business owners!

Financial Accounting
Accounts Payable Management
Light Bookkeeping
Advertising
Data Analysis
Bookkeeping
Marketing Plugin
Data Entry
Business Management
Marketing
Intuit QuickBooks
Accounts Payable
$45 hourly
Joan S.
- 4.8/5
- (53 jobs)
I take pleasure in taking on new projects, getting to know my clients, and delving deep into their books to rectify or uncover any issues. I take pride in my meticulous work, accuracy, and integrity, always prioritizing my client's needs and timelines. My expertise lies in clean-up and catch-up services, ensuring the integrity of my client's book. I treat your books as my own and provide excellent service, satisfaction, and affordable rates. There’s no room for errors. What can I do for YOUR BUSINESS? - Setting up accounts - Intuit Project Management - Accounts Payable/Receivable - Troubleshooting Accounts - Bank/Credit Card reconciliations - Maintaining books by coding transactions and keeping the financials clean for decision-making (cash flow) - Financial Reporting (PnL, BS & Cash Flow reports) - Automation & setting up rules - Journal entries (accruals, amortizations, loans) - Job/Project Costing - Depreciation tracking Some examples of success with past clients: - Discovered that the client filed their last year's tax return with double income. - Found that the client paid $18k twice to his vendor - Reconciled and completed over 250 books over the past four years. I am a highly reliable, ethical, client-focused bookkeeper specializing in QuickBooks Online, Xero, and Wave. If your books are incorrect, messy, or need adjustments, I'm your bookkeeper. Let me work hard so you can focus on what matters most - your business! I cater to small to medium service-based businesses, e-commerce, restaurants, accounting, and financial firms. PM is the key. I am looking forward to assisting you. We are looking forward to hearing from you!"

Financial Accounting
Accuracy Verification
Accounting Tools Setup
GAAP
Tax Preparation
Cash Flow Analysis
Income Statement
Accounts Payable Management
Account Reconciliation
Accounts Receivable Management
Xero
Payroll Accounting
Balance Sheet
Accounting Basics
Intuit QuickBooks
$200 hourly
Dylan H.
- 5.0/5
- (62 jobs)
My experience and background focus primarily on financial related services, primarily accounting and finance. I have worked with a number of companies, both as a freelancer and an employee and have had the great fortune to gain a variety of experience across different industries. I am a MBA, CMA and CPA. I also operate my own financial services company, Mustang Financial, and working as an Auditor at Ally Financial. My strengths as a freelancer focus around my ingenuity, creativity and diverse knowledge with free and pay to use programs, including the Office Suite.

Financial Accounting
Cost Accounting
Xero
Microsoft Power BI
QuickBooks Online
Bookkeeping
Economics
Financial Analysis
Data Analysis
Intuit QuickBooks
Microsoft Excel
Cash Flow Analysis
Cost Analysis
Payroll Accounting
$40 hourly
Raza A.
- 4.7/5
- (439 jobs)
As a seasoned US Tax Preparer and Bookkeeper with over 15 years of experience, I specialize in maximizing profits and streamlining finances for diverse industries. My expertise as a Certified QuickBooks ProAdvisor ensures precision and efficiency in financial management. 𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬: Successfully partnered with US businesses across real estate, eCommerce, tech, consumer products, and retail, delivering tailored financial solutions. Expertise in accounting platforms including QuickBooks, Xero, Zoho, and NetSuite 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐎𝐟𝐟𝐞𝐫𝐞𝐝: 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: Certified QuickBooks ProAdvisor with 10+ years of experience Comprehensive Bookkeeping and Payroll Processing Efficient Account Reconciliations Detailed Financial Reporting and Statements Strategic Budgeting and Forecasting 𝐓𝐚𝐱 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬: Business and Personal Tax Preparation Corporate, Payroll, and Sales Tax Management Expertise in Complex Tax Situations Proactive Tax Projections and Savings Opportunities Competency Areas: I navigate complex tax situations and reduce liabilities, ensuring full compliance with federal, state, and local laws. My financial modeling and analysis enhance cash flow management, bolstering business strategies and driving growth. 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐳𝐞𝐝 𝐀𝐬𝐬𝐢𝐬𝐭𝐚𝐧𝐜𝐞: 990 Filing for Nonprofit Organizations S-Corp or 1120S Filing C-Corp - 1120 Filing Partnership LLC or 1065 with K-1 Filing 1040 or Personal Returns (Single Member LLC) I am forward-thinking and help clients understand their financial standing today, enabling realistic expectations for the future. Let’s work together to enhance your financial health and position your business for success. Get in touch to see how I can support your financial goals.

Financial Accounting
Tax Return
QuickBooks Online
US Taxation
Light Bookkeeping
Finance & Accounting
Certified Tax Preparer
Tax Preparation
Oracle NetSuite
Bookkeeping
Payroll Accounting
Accounts Receivable
Bank Reconciliation
Accounts Payable
Intuit QuickBooks
$90 hourly
Brent B.
- 5.0/5
- (42 jobs)
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.

Financial Accounting
Asset Management
Fraud Detection
Sales Tax
Financial Statement
CPA
Bookkeeping
Accounting Software
Payroll Accounting
Accounts Receivable
GAAP
Account Reconciliation
Tax Preparation
Accounts Payable
$99 hourly
Jade W.
- 5.0/5
- (5 jobs)
I have been an auditor for public and private companies for 6 years and started working in private accounting since FY2019. Great at doing accounting researches, doing complicated accounting calculations/entries and put monthly reporting package together

Financial Accounting
Bookkeeping
Bank Reconciliation
Account Reconciliation
$60 hourly
Felicia K.
- 5.0/5
- (6 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
$39 hourly
Juliana A.
- 5.0/5
- (14 jobs)
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 10+ 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!

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
$55 hourly
Cinssaint L.
- 4.8/5
- (13 jobs)
Need an experienced accountant to help with general accounting? Look no further! I am an accountant and a QuickBooks Online Certified ProAdvisor. I'm also a registered tax preparer with the IRS. I believe that with my experience and knowledge, I am the perfect fit. Furthermore, I have a bachelor's degree in accounting. I am currently in the process of becoming a CPA. I have 3 years of experience in accounting, I currently work for a CPA firm. If you are behind on your books and accounting tasks! That’s ok. I can get you caught up. I will ensure your bookkeeping and accounting are accurate, consistent, and tax-ready. My goal is to help business owners get the results they need to run their businesses by getting their accounting up to date. What can I do for you? -Tax preparation (1040, 1041, 1065, 1120, 1120s) -E-commerce bookkeeping -Payroll -Bank reconciliations -Clean up current books -Full charge bookkeeping -Preparing financial report -Setting up your QuickBooks Online -Monthly-end closings -Discount on new QBO accounts and QB Payroll -Consulting and advising. -Chart of accounts creation -App Integration (Shopify, Gusto, PayPal, Etsy, Amazon, etc). -QB training My objective is to provide my clients comfort by letting them concentrate their time and resources on growing their businesses. I am a highly reliable, client-centered accountant who loves nothing more than providing you with the best work. I look forward to discussing with you your project and how we can produce the best work. Don't hesitate to contact me, and you won't be disappointed.

Financial Accounting
Shopify
Tax Law
Financial Reporting
Accounting Principles & Practices
Tax Planning & Advisory
QuickBooks Online
Tax Return
Microsoft Excel
Balance Sheet
Accounting
Accounting Software
Bank Reconciliation
Tax Preparation
Bookkeeping
Intuit QuickBooks
$43 hourly
Brooke K.
- 5.0/5
- (14 jobs)
Freelance writer available to write new content, technical or specified, or edit current content. Open to ghostwriting opportunities and short-term delivery dates. Accounting, finance, and business background includes a BS in Accounting, MBA, and 15 years of experience.

Financial Accounting
Topic Research
Content Writing
Copywriting
Construction Document Preparation
Writing
Blog Writing
Business Writing
Ghostwriting
Article
Blog Content
Bank Reconciliation
$125 hourly
Catie W.
- 5.0/5
- (22 jobs)
Packages and monthly engagements available; hourly rate shown for transparency and scope-based work. Each project is proposed and priced based on services provided. Welcome to Fox Financial Solutions that Simplify — Insights that Transform Are you looking to streamline your business’s financial operations while ensuring compliance, clarity, and long-term success? At Fox Financial, we provide high-quality, technology-driven accounting services designed to meet the needs of growing businesses. About Us At Fox Financial, we believe confident decision-making starts with accurate financials and forward-looking strategy. We combine attentive service with deep financial expertise to give you peace of mind and more time to focus on what matters—your business, your clients, and your goals. Our Services Outsourced Bookkeeping Free up your time while we manage your financial records, reconciliations, and transaction categorizations with precision. Financial Reporting Receive clear, timely reports that help you understand your financial health and support smart decision-making. Payroll Services Streamlined payroll processing, including filings and compliance, so you stay worry-free and your team gets paid on time. Tax Preparation & Planning From accurate filings to year-round planning, we help you stay compliant and optimize your tax position at both the state and federal level. Financial Planning & Advisory Using the Jirav FP&A platform, we offer budgeting, forecasting, and strategic financial insights to support your next phase of growth. Our Method: The Fox Framework A four-stage process designed to clean up, optimize, and guide your financial operations: Trailhead Initial 1-6-week onboarding: historical cleanup, system setup, and discovery interviews. Waypoint KPI diagnostics and gap analysis: uncover opportunities and assess financial health. Trailblaze Action-plan rollout: streamline operations, optimize revenue, and enhance workflows. Horizon Ongoing strategic support: monthly goals, rolling forecasts, and financial check-ins. Why Choose Fox Financial? 🦊 Care We prioritize client relationships and provide supportive, responsive service. 📊 Acumen Our insights are grounded in experience and driven by data. 🌅 Foresight We proactively help you anticipate what’s next, not just react to what’s now. ⚙️ Technology-Driven From dashboards to forecasts, we leverage tools that make your numbers work harder for you. Let’s Connect Whether you're a startup, established business, or scaling operation, Fox Financial is your partner for clarity, simplicity, and growth. Start building your solid financial foundation today. Visit us at foxfinancialcpa.com

Financial Accounting
Financial Consulting
Financial Management
Financial Statement
Financial Analysis
Financial Report
CPA
QuickBooks Online
Intuit Lacerte Tax
Account Reconciliation
CCH Axcess
Intuit QuickBooks
Bank Reconciliation
Bookkeeping
Accounting Software
$75 hourly
Doug F.
- 4.9/5
- (38 jobs)
Every successful business needs someone to 'navigate the numbers' and keep the company on a profitable course. I offer my services to smart business owners who understand and appreciate the value of a responsive and insightful bookkeeping / payroll / finance professional. I am a Xero Certified Advisor and have used Xero exclusively and daily since 2014. I serve clients using lessons learned during a 20 year career in small business management. My unique skill set was earned 'behind the wheel' of a family business. As a bookkeeping/finance freelancer, I have served clients ranging from startup Sole Proprietors to larger LLC and S-Corp businesses with annual sales exceeding $10 million. By keeping a small client base, I give each client the personalized attention and quick response they deserve. I review and reconcile accounts weekly (sometimes daily if necessary). Your bookkeeping data will be able to provide accurate reports for decision making on a monthly basis. In addition, your bookkeeping will be fully reconciled and ready for your tax professional in January. Never file an extension again! I hope to become YOUR valuable resource for advice & guidance as well as your trusted Xero bookkeeping expert.

Financial Accounting
Shopify
eBay
Startup Consulting
Business Analysis
Gusto
Xero
Asset Management
Bookkeeping
Accounting Software
Balance Sheet
Accounting Basics
Income Statement
Accounts Receivable
Bank Reconciliation
$65 hourly
Ashlee M.
- 5.0/5
- (12 jobs)
With over 12 years of experience in accounting and finance, I bring a deep understanding of financial reporting, analysis, and bookkeeping to help businesses achieve their goals. As an MBA graduate and a Certified QuickBooks ProAdvisor, I specialize in implementing tailored financial solutions to meet unique business needs. Core Competencies • Expertise in Financial Reporting, QuickBooks implementation, and seamless integration with Xero, Zoho, and other leading platforms. • Advanced proficiency in Microsoft Excel and Google Sheets, with a focus on solving complex accounting challenges. • Mastery of eCommerce platforms, such as Shopify and eBay, and advanced knowledge of inventory management tools. • Development of accounting, administrative, HR, and management policies. • Skilled in project accounting, budgeting, forecasting, and financial modeling. Tech-Forward Approach I strive to stay ahead with a robust productivity tech stack, leveraging platforms like ClickUp, Monday.com, Slack, and Asana to improve efficiency and collaboration. Why Work with Me? I’m committed to reliability, meticulous attention to detail, and integrity. My goal is to deliver solutions that not only streamline your financial processes but also drive long-term success for your business. Whether you're a small business owner, a startup, or a finance director, I’m here to make your financial operations seamless, efficient, and easier to manage. 📩 Contact me for financial expertise you can count on!

Financial Accounting
Financial Plan
Financial Analysis
Accounting
Financial Reporting
Tax Planning & Advisory
Sales Tax
Startup Consulting
Cash Flow Statement
Accounts Payable
Bookkeeping
Intuit QuickBooks
Payroll Accounting
Bank Reconciliation
Account Reconciliation
$45 hourly
G Troy S.
- 5.0/5
- (24 jobs)
Certified QuickBooks ProAdvisor | Expert Bookkeeper & Financial Strategist As a seasoned financial professional with over 20 years of experience, I specialize in providing comprehensive accounting and financial management services for small to medium-sized businesses. As a Certified QuickBooks ProAdvisor, my expertise spans various industries such as retail, e-commerce, insurance, IT, and consumer electronics. My goal is to be a valuable investment that supports your business growth. My services encompass QuickBooks setup, chart of accounts, reconciliation, AR/AP management, payroll, sales tax, budgeting, reporting, and forecasting. Additionally, I offer fractional CFO services, including cash flow analysis, business plan development, and organizational structure. Key Skills & Attributes: • GAAP Accounting Practices • Payroll Processing & Tax Preparation • Sales Tax Calculations • KPI Identification • Financial Dashboard Creation • Financial Reporting & Forecasting • Account Reconciliation • AR/AP Management • Critical Thinking & Problem Solving • Accuracy & Attention to Detail • Strong Leadership & Communication • Honesty, Integrity, & Time Management • Organizational & Document Management Skills As a detail-oriented professional, I am committed to delivering accurate, reliable results to enable informed decision-making for your business. Let's collaborate to help your business achieve its full potential.

Financial Accounting
Bookkeeping
Analytics Dashboard
Financial Modeling
Ecommerce
Managerial Finance
Cash Flow Statement
Business
KPI Metric Development
Finance & Accounting
QuickBooks Online
Accounts Receivable
Account Reconciliation
Payroll Accounting
Bank Reconciliation
$55 hourly
Tiffany Lane T.
- 5.0/5
- (15 jobs)
With over 15 years of experience, I have an extensive background in financial reporting and analytics, budgeting and audits. Working from the fundamental accounting systems up to financial modeling, I provide insights into profitability analysis and strategic planning. As an experienced accountant, I have successfully led financial teams in all areas of accounting from AP, AR, purchasing, logistics, treasury, and payroll. My expertise extends to a variety of business models with mult-entity complexity to handle intercompany transactions, reconciliations, consolidations and the treasury operations required to enable the proper functioning of a financial operation that relies on multiple banks and investors for liquidity and growth. By leading a wide range of departments in accounting and finance, I have the experience to maintain audit-readiness for a client with a complex business model and disparate capital providers. I have an MBA from Colorado Technical University and BS in Accounting from Nicholls State University.

Financial Accounting
Microsoft Office
SAP Crystal Reports
Data Analysis
Microsoft Word
Resolves Conflict
Bank Reconciliation
Account Reconciliation
Sage
Microsoft Excel
Financial Report
Intuit QuickBooks
$125 hourly
Sara H.
- 5.0/5
- (27 jobs)
It’s more than basic bookkeeping. I'm Sara, and as your Executive Financial Concierge, I blend the meticulous attention of a seasoned bookkeeper with the strategic insight of an executive financial officer for your business and personal finances. I go beyond traditional accounting to ensure your books are balanced, your assets are accounted for, and your financial affairs are in order - for your business & home. My services are tailored to provide sophisticated business and personal financial oversight to serial entrepreneurs, business owners and executives and high-net worth households managing real estate portfolios. I provide high-level financial supervision and strategic planning, including services like: | Business & personal cash flow management | Financial analysis and reporting | Strategic financial planning | Risk management | Bill payment and vendor management I manage the financial details so you can stay focused on what matters most - your business and home. To ensure financial clarity, each client receives monthly, quarterly and annual financial reporting, as well as a 30-monthly financial review and strategy meeting. Experience the difference of financial support built around your business and lifestyle. Message me directly to book a complimentary 15-minute consultation call. ABOUT ME: I am the CEO & Founder of Forecastle Financial, a boutique virtual client advisory firm specializing in financial account management. Forecastle Financial fulfills the business and personal account management needs of high-net-worth households, business owners & C-Suite executives, those with limited time & complex financials. I serve my clients with a proactive approach. After a banking career that spanned more than two decades, I know how to bring order, structure & clarity to finances, ensuring that my clients have the insight they need to make informed decisions for business and home.

Financial Accounting
Executive Support
Bill.com
Accounting
Financial Management
Personal Budgeting
Personal Finance & Wealth Management
Budget
Expense Reporting
Intuit QuickBooks
Finance
Bookkeeping
Personal Finance
Cash Flow Analysis
Financial Reporting
$45 hourly
Mitchell L.
- 5.0/5
- (140 jobs)
I love numbers, love accounting and love excel. Does it get more nerdy than that? I think not! Always here to help out!

Financial Accounting
Data Entry
Financial Analysis
CPA
Microsoft Office
Business
Financial Statement
Financial Reporting
Accounting Basics
Office Design
Microsoft Excel
Financial Audit
Technical Accounting
Accounting
Financial Report
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