Hire the best Financial Accountants in San Francisco, CA
Check out Financial Accountants in San Francisco, CA with the skills you need for your next job.
- $135 hourly
- 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
CPAFinancial StatementTax PreparationBookkeepingTax ReturnAccounting Principles & PracticesTax Planning & Advisory - $200 hourly
- 5.0/5
- (17 jobs)
I know what investors are looking for, having been a venture capital investor focussed on early stage technology investments (Seed to Series B) in San Francisco. If you need help with not just your materials but also your narrative and storytelling, I can help transform your pitch from good to great. Whether this is your first fundraise or you are looking to secure follow on funding, I can guide you through the process. I have screened hundreds of companies and have been very fortunate to invest in and work with portfolio companies who have successfully exited as well as secured follow on funding. I have also consulted multinational corporations, helping them solve innovation challenges and in particular connecting them to startups to address their problem statements. As a Founder I understand the struggle from the other side and use that empathy to inform my approach with startup teams. In total I have 10 years experience - as an Investor, Consultant, Founder and Advisor to the tech startup world as well as various roles in Investment Banking in my formative years. I specialise across the startup/venture capital/venture builder/corporate innovation curve, solving problems, setting strategy and enabling teams for success. (i) consulting startups on pitch deck, business plan and financials (ii) ad hoc strategic projects for startups (iii) VC as a service to micro VCs or those looking to access venture capital as an asset class (family offices, HNWs, institutions) (iv) venture building with individuals or corporations to test the feasibility of new concepts (v) innovation consultancy to corporations at the early stages of their innovation life cycle and how to effectively work with startups (vi) building out/developing CVC funds I bring the tenacity, problem solving and optimism of a Founder, market/competitive analysis and critical thinking of an Investor, as well as the financial analysis, diligence and scrutiny of a Banker. --------- Startups - I help founding teams with their materials and messaging to clearly communicate their vision, product and strategy with investors and other key stakeholders (more often than not in advance of fundraising). Often this is a review and complete deconstruction of pitch deck, financials, business plan and marketing materials. I also engage in ad hoc strategic projects and general product/ business growth strategy. Venture Capital - I support micro VCs and individuals/institutions looking to access Venture Capital as an asset class, either on a deal-by-deal basis or a more formalised process of establishing/reorganising an existing fund. From strategy, sourcing and due diligence through to execution and portfolio management, I am involved throughout the process. Furthermore in the fundraising stage, guiding my clients with the target raise, LP strategy as well as operational structure to execute against the fundraise target. Venture Building - I turn disruptive concepts into reality, whether it be working with an individual creator/founder on a pet project or an institution as part of an innovation strategy. Typically my clients have amazing ideas but not necessarily the time or expertise to critically evaluate the feasibility of their concept. In the case of corporate clients, the challenge is often how to build a new product or process outside the confines of corporate bureaucracy. My process is phased and typically follows these steps: Ideation, Market Mapping, Problem Statement formation, User profile and discovery, Design / MVP, Go to Market Strategy, Fundraise Strategy, Customer Acquisition, Fundraise, Scale sales and marketing, Follow on Fundraise strategy. Corporate Innovation - I work with corporations to help them understand which innovations are likely to have the biggest impact on their industry as well as their individual business operations/units. Furthermore how to critically analyse if they should build new technologies, partner with an existing provider or buy a solution (e.g. acquire a startup) More often than not, I work with corporates who are earlier in their innovation lifecycle to guide them through understanding what it really means to work with startups. My process involves: Setting an overall innovation strategy; Aligning senior management, business unit heads and team members; Communication (internally - how to spread innovation as well as excite/incentivise employees and how to communicate externally that they are open to innovation and collaboration with startups); Implementation (how to work with startups) in order to effectively embrace disruption; Mitigation - what to avoid and how companies so often get it wrong. The key principles are always: senior management buy in, business unit inclusion from the start and an allocated budget to deploy.
Financial Accounting
Business Planning & StrategyVenture CapitalTech & ITFundraisingVenture Capital ConsultingStartup ConsultingGrowth StrategyInvestment PreparationForecastingBusiness PlanInvestor OverviewBusiness Strategy - $300 hourly
- 5.0/5
- (1 job)
J.P. Morgan investment banking alum (5-years) and Accordion Partners strategic FP&A alum (3-years). Expert in financial modeling, budgeting and forecasting, CIM development, monthly reporting packages, PowerBI integrations and other strategic financial analysis. B.A. Economics, University of California, Berkeley
Financial Accounting
Financial PresentationFinancial ProjectionFinancial PlanningFinancial ConsultingFinancial SoftwareFinancial ReportingFinancial ReportFinancial PlanFinancial Analysis & ValuationFinancial ModelingFinancial ModelFinancial AnalysisFinance & AccountingFinance - $100 hourly
- 5.0/5
- (9 jobs)
With over 10+ years of experience as a CPA and the proud founder of Compass CPA, PC, I bring a wealth of experience in shaping financial success stories. 🚀 𝙎𝙥𝙚𝙘𝙞𝙖𝙡𝙞𝙯𝙞𝙣𝙜 𝙞𝙣: 💹𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙮 𝘿𝙚𝙫𝙚𝙡𝙤𝙥𝙢𝙚𝙣𝙩 Crafting robust financial strategies tailored to propel your business forward. 💹𝘽𝙪𝙙𝙜𝙚𝙩𝙞𝙣𝙜 𝙖𝙣𝙙 𝙁𝙤𝙧𝙚𝙘𝙖𝙨𝙩𝙞𝙣𝙜 Precision in financial planning to guide your business toward sustainable growth. 💹𝘾𝙖𝙨𝙝 𝙁𝙡𝙤𝙬 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩 Streamlining cash flows to optimize liquidity and ensure financial stability. 💹𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙍𝙚𝙥𝙤𝙧𝙩𝙞𝙣𝙜 𝙖𝙣𝙙 𝘼𝙣𝙖𝙡𝙮𝙨𝙞𝙨 Providing insights through meticulous analysis for informed decision-making. 💹𝙍𝙞𝙨𝙠 𝙀𝙫𝙖𝙡𝙪𝙖𝙩𝙞𝙤𝙣 𝙖𝙣𝙙 𝘾𝙪𝙨𝙩𝙤𝙢𝙞𝙯𝙚𝙙 𝙎𝙤𝙡𝙪𝙩𝙞𝙤𝙣𝙨 Expertise in evaluating financial risk and delivering tailored solutions for mitigation. 💹𝙇𝙚𝙖𝙙𝙚𝙧𝙨𝙝𝙞𝙥 𝙖𝙣𝙙 𝙏𝙚𝙖𝙢 𝙈𝙚𝙣𝙩𝙤𝙧𝙞𝙣𝙜 Nurturing financial leadership within your team for a cohesive and empowered workforce. 💹𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙘 𝘿𝙚𝙘𝙞𝙨𝙞𝙤𝙣 𝙎𝙪𝙥𝙥𝙤𝙧𝙩 Offering invaluable support in strategic decision-making for long-term success. 💹𝘾𝙖𝙥𝙞𝙩𝙖𝙡 𝙍𝙖𝙞𝙨𝙞𝙣𝙜 𝙖𝙣𝙙 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙎𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙞𝙣𝙜 Facilitating capital growth through strategic financial structuring. 💹𝙆𝙚𝙮 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 𝘼𝙣𝙖𝙡𝙮𝙨𝙞𝙨 𝙖𝙣𝙙 𝙎𝙢𝙖𝙧𝙩 𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙚𝙨 Unveiling key performance metrics and strategies to drive intelligent business decisions. 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞 I am not just a detail-oriented accountant and advisor, but also an active entrepreneur. My career is built on my passion for creating efficient systems and processes, using the best technologies available. I provide key performance analysis and strategic advice, essential for making smart business decisions. I hold an MBA and BS in professional accounting from West Virginia University, adding to my credibility. Based in the heart of the Bay Area, I am a trusted advisor for business owners nationwide. As an active CPA in the state of California, I ensure that I am up-to-date with the latest trends and regulations in the field. With my extensive experience serving as a CFO, tax expert, Accounting Manager, & Controller for both start-ups and established companies, I've demonstrated a track record of implementing efficient, automated processes and technologies across a variety of industries. I offer full-service accounting responsibilities including corporate and individual tax returns, and have spent years in the private industry, building scalable operations, strategies, and successful teams. My expertise in CFO and tax services makes me an ideal partner for CEOs and business owners looking to elevate their businesses. 𝐌𝐲 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 🤝🏻I believe in building strong relationships with my clients based on trust and mutual respect. I take the time to understand each client's unique needs and tailor my services to meet those needs. I am committed to delivering high-quality work that meets or exceeds my clients' expectations. Whether you need ongoing accounting support or tax preparation services, I am here to help. 🤝🏻I don't just offer financial services; I provide a partnership dedicated to your success. 🤝🏻I am available for long-term projects and can provide customized services based on each client's unique needs. 📧Contact me to discuss how I can help you with your accounting, tax, and CFO needs. Let's work together to take your business to the next level! 🧭Your Financial Navigator, 𝐂𝐚𝐬𝐞𝐲
Financial Accounting
Tax ReturnTax StrategyCash Flow ModelingBank ReconciliationTax Planning & AdvisoryFinancial AnalysisFinancial ReportingCash Flow AnalysisQuickBooks OnlineTax Law ComplianceFinancial ManagementTax PreparationFinance & AccountingAccounting - $75 hourly
- 0.0/5
- (5 jobs)
I'm a seasoned financial professional who specializes in FP&A working with private client entrepreneurs overseeing both their personal and business finances. I bring insightful analysis, and detailed work for strategic decision making, and optimizing efficiency and accuracy. Some other specialized areas include: Project Accounting, Sales Tax, Forecasting & Reporting. - Highly skilled in Quickbooks Online, Xero & other accounting softwares - Strong Project Management - Streamlined processes & workflows - Accuracy, Timeliness, Integrity, Communication & Technology are my priorities
Financial Accounting
Fund AccountingNonprofitFinancial Statements PreparationSales TaxBudgetCash Flow ModelingFinancial ReportingFinancial AnalysisProject ManagementProject AccountingBookkeepingPayroll AccountingFinancial ProjectionAccounting - $15 hourly
- 5.0/5
- (16 jobs)
"Highly talented, reliable writer. Always adheres to guidelines and provided us with top quality work. I highly recommend him. For sure will hire again. Thanks!" Bien Dear Esteemed Client, I am a qualified and experienced Writer, Researcher, Analyst, and Consultant. I hold an MBA (Strategic Management) (Finance and Marketing) & CPA. I possess exceptional skills in- 1. Essays, case studies course works, and term papers. 2. Business Plans and models. 3. Business writing, analysis, and reporting. 4. Accounting and finance. 5. Internet Marketing. 6. Statistics, calculus, Maths and data analysis. 7. Article, Content and technical writing. 8. Thesis and dissertations. 9. Project Management I have relevant experience in using Ms. Excel, Ms. Project, SPSS, QuickBooks and Xero software. Assurance a. 100% plagiarism free paper. b. Strict adherence to instructions. c. Early submission to allow you adequate time for review d. Quality and presentable work. Happy to work with you. THANK YOU!!!
Financial Accounting
Visual Basic for ApplicationsCorporate FinanceData EntryTax PreparationSage 300Cost AccountingSage 50cloudMicrosoft Excel - $60 hourly
- 0.0/5
- (0 jobs)
With more than 9 years of diverse work experience across various fields, I bring a versatile and adaptable approach to my role as a Director of Operations, coupled with a genuine passion for innovation and technology. My robust background encompasses expertise in finance, human resources, project management, and cybersecurity. I take pleasure in collaborating with diverse and talented teams, leveraging their strengths to achieve ambitious goals. This wealth of experience has honed my ability to navigate dynamic landscapes and deliver operational excellence across multifaceted domains.
Financial Accounting
Process OptimizationProcedure DocumentationProcess DevelopmentBusiness DevelopmentMarketingFinance & AccountingManagement AccountingHR & Business ServicesBusinessAccounting BasicsBusiness OperationsAccounting Want to browse more freelancers?
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