I am a Certified Public Accountant (CPA) with over 15 years of hands-on accounting and bookkeeping experience across diverse industries. I hold a BCom (Accounting Option) and specialize in delivering accurate, compliant, and well-organized financial records that are CPA tax-filing ready.
My goal is simple: clean books, reliable reports, and zero surprises at month-end or year-end.
________________________________________
🔹 Core Accounting & Bookkeeping Services
Full-cycle bookkeeping (daily, monthly, and annual)
Month-end & year-end close with period locking
Financial statements (P&L, Balance Sheet, Cash Flow)
General Ledger review and cleanup
Chart of Accounts setup, restructuring, and optimization
Journal entries (accruals, adjustments, reclassifications)
Accounts Receivable: invoicing, collections, payment application
Accounts Payable: bill entry, vendor management, reconciliations
Bank, credit card, and loan reconciliations
Mortgage and loan accounting
Trust accounting
Class tracking for multi-branch and multi-location businesses (QBO)
Secure document management and e-filing via OneDrive or Google Drive
CPA-ready files for tax filing and audit support
________________________________________
🔹 Industry Experience
I have worked with businesses and organizations in:
Service-based businesses
Manufacturing
Real estate & property management
Construction
Non-governmental organizations (NGOs)
Education sector
Homecare & medical organizations
Law firms
Hospitality
E-commerce & online businesses
________________________________________
🔹 Payment Platforms & Merchant Processing Experience
I have extensive experience reconciling and accounting for transactions from:
F1 Systems
Humboldt
Paysafe
Priority
Quantum Pay
Cliq LLC
PayCosmos
Stripe
________________________________________
🔹 Accounting Software Expertise
Highly proficient in:
QuickBooks Online (QBO) & QuickBooks Desktop
Oracle NetSuite
SAGE
Buildium
AppFolio
Peachtree
Propertyware
Zoho Books
________________________________________
🔹 Why Clients Choose Me
15+ years of real-world accounting experience
CPA-level accuracy and compliance
Detail-oriented with strong internal control practices
Clear communication and dependable turnaround times
Ability to handle complex, multi-entity, and multi-branch accounting
Trusted partner for long-term bookkeeping and reporting support
Budget Management
Microsoft Excel
Account Reconciliation
Invoicing
Bookkeeping
Intuit QuickBooks
Financial Accounting
QuickBooks Online
Accounts Payable Management
Nonprofit Organization
Accounts Receivable Management
Xero
Purity W.
Nairobi, Kenya
$15/hr
4.3
4 jobs
Are your books a mess? Falling behind on compliance? Not sure if your financials are audit-ready?
I’m Purity — a Finance and Compliance Specialist with 13+ years of hands-on experience helping businesses across corporate, SME, and non-profit sectors get their finances accurate, compliant, and strategically useful.
Here’s what I bring to your business:
✅ Bookkeeping & Accounts — AP/AR, bank reconciliations, month-end close, general ledger management
✅ Financial Reporting — P&L statements, balance sheets, cash flow reports, variance analysis
✅ Tax & Compliance — Indirect tax (VAT), payroll tax, corporate tax filings, regulatory compliance audits
✅ Audit Support — internal controls, audit preparation, IFRS/GAAP alignment
✅ Budgeting & Forecasting — rolling forecasts, cash flow modelling, scenario planning
✅ Grant & Donor Finance — grant administration, donor reporting, budget tracking
I work with small businesses, startups, and NGOs who need a reliable, experienced finance professional without the cost of a full-time hire.
Tools I use daily: QuickBooks | Xero | SAP | Sage Pastel | Advanced Excel | Google Workspace
Currently pursuing ACCA.
I’m based in Nairobi, Kenya, available across time zones, and committed to clear communication and on-time delivery.
Let’s talk about how I can bring clarity and confidence to your finances.
Bookkeeping
Financial Reporting
International Financial Reporting Standards
QuickBooks Online
Xero
Accounts Payable
Accounts Receivable
Bank Reconciliation
Tax Law Compliance
Financial Analysis
Financial Planning
Cash Flow Analysis
Internal Auditing
Budget Planning
Microsoft Excel
Denis K.
Nairobi, Kenya
$20/hr
4.8
9 jobs
I am a Certified Public Accountant (CPA) and Finance Manager with strong expertise in accounting, auditing, finance, statistics, and financial modelling. I support businesses by turning financial data into clear insights, compliant records, and strategic decisions.
My work is ideal for companies that need accurate books, audit-ready financials, and reliable financial analysis—without hiring a full-time finance team.
What I Do Best
✔ Financial accounting & month-end close
✔ Audit & assurance support (internal and external)
✔ Financial modelling & forecasting
✔ Management reporting & financial analysis
✔ Budgeting, variance analysis & performance tracking
✔ Risk assessment, internal controls & compliance
✔ Statistical analysis & data-driven insights
How I Help Clients
1. Clean, accurate financial records you can trust
2. Audit-ready statements that reduce risk and stress
3. Financial models that support growth, funding, and planning
4. Clear reports & dashboards for better decision-making
5. Reliable finance support for start-ups, SMEs, and growing businesses
Tools & Methods
1. Excel (advanced modelling & analytics)
2. Financial statements & audit documentation
3. Forecasting, scenario analysis & sensitivity analysis
4. Statistical analysis for business insights
Why Clients Choose Me
✔ CPA-level accuracy and professionalism
✔ Strong analytical and statistical background
✔ Clear communication and practical insights
✔ Detail-oriented, reliable, and deadline-driven
If you need a trusted finance professional who combines accounting precision with analytical depth, I’d be happy to discuss your project.
GAAP
CPA
Budget Management
Pitchbook
Financial Reporting
Financial Audit
Bookkeeping
QuickBooks Online
Due Diligence
Environmental, Social & Corporate Governance
Process Improvement
Managerial Finance
Financial Analysis
Startup Company
Isaac W.
Nairobi, Kenya
$50/hr
5.0
2 jobs
WHO I AM
Finance, Audit & Risk Consultant | Fractional CFO | Donor Fund Compliance
🎓 ACCA Fellow | MBA (Finance) | IPSAS Certified | Sage Certified Advisor
With over 20 years of experience, I provide strategic financial leadership combined with audit and assurance expertise. I help organizations strengthen financial controls, manage risks, and ensure compliance with regulatory and donor requirements.
🔹 WHAT I DO
✅ Cashflow & Financial Reporting
1. Weekly cash flow forecasting & liquidity analysis
2. Monthly P&L reporting with variance and KPI insights
4. Budgeting, planning, and strategic financial advice
✅ Audit & Assurance Services
1. Internal & Statutory audit planning and execution
2. Risk-based assurance reviews
3. Control testing (ICFR, RCSA) and compliance assessments
4. Preparation for external audits and regulatory inspections
✅ Internal Controls & Risk Advisory
1. COSO-aligned control design and walkthroughs
2. Risk and Control Self-Assessment facilitation and Key Risk Indicator (KRI) dashboards
3. Governance and compliance frameworks
✅ Donor Funded Projects & Public Financial Management
1. Extensive experience with World Bank, AfDB, EU Funded projects
2. IPSAS implementation and donor compliance reporting
3. Budget monitoring, variance analysis, and audit support
🔹 WHO I SERVE
Startups, NGOs, SMEs, donor-funded projects, and public entities looking for comprehensive finance, audit, and risk solutions.
💼 Tools: Excel | Power BI | Sage | QuickBooks Online | Google Sheets
📩 Ready to help you achieve financial clarity, control, and compliance.
Tax Preparation
Financial Audit
Financial Analysis
Bookkeeping
Company Valuation
Equity Valuation
Internal Auditing
Economic Analysis
AccountAbility
Felistas N.
Nairobi, Kenya
$80/hr
5.0
19 jobs
When your business operates across borders, your accounting and tax obligations do not follow one rulebook. They follow several, and the cost of getting them wrong is not just a late fee. It is regulatory exposure across multiple jurisdictions, missed deductions, misclassified income, and financials that will not hold up when a bank, investor, or tax authority looks closely.
I am CPA Felistas Njihia, a Senior Auditor and Financial Analyst with over 8 years of experience in cross-border accounting, international tax compliance, IFRS financial reporting, and audit. I work with founders, remote-first companies, SaaS businesses, nonprofits, and foreign-owned entities that operate across the US, Canada, and Australia and need their books, tax filings, and financial statements built to withstand scrutiny in every jurisdiction they touch.
My cross-border compliance work covers US federal tax preparation, including Forms 1040, 1040-NR, 1120, 1065, and 5472 for non-resident owners and foreign-owned entities. I handle Form 5472 and pro forma Form 1120 filings for foreign-owned single-member LLCs and C-corporations treated as disregarded entities under IRC Section 6038A—mandatory regardless of income or activity, with a $25,000 IRS penalty for non-compliance. For Canadian tax compliance, I handle T1 personal, T2 corporate, T3, and GST/HST filings via CRA EFILE and NETFILE, including investment corporations and SR&ED support. For Australian compliance, I handle BAS preparation, GST reconciliation, and ATO lodgement. I also prepare IFRS and US GAAP financial statements; handle ASPE to IFRS conversions; conduct full audit engagements; and manage month-end close and financial reporting for service businesses, SaaS companies, and nonprofits, including Form 990-EZ compliance.
Clients I have served include a US-based SaaS company in the logistics space requiring cross-border payroll structuring, Stripe reconciliation, and US-Canada tax compliance across IRS and CRA obligations. A foreign-owned Delaware C-Corporation requiring Form 1120 and Form 5472 filing for a dormant low-activity entity where I identified and corrected a prior accountant error in the 5472. A Canadian investment corporation requiring T2 preparation and CRA filing via FutureTax. A nonprofit organization requiring QuickBooks cleanup and submission-ready 990-EZ preparation. And a Canadian entity requiring ASPE to IFRS conversion with full financial statement restatement.
What separates me from most accountants on Upwork is audit-level judgment applied to every engagement, not just the ones that say "audit" in the title.
I do not just post transactions. I review supporting documents. I assess risk and inconsistencies. I flag issues early. I close loops.
I work as if your financials will be reviewed by tax authorities, including the IRS, CRA, and ATO, as well as investors, banks, and regulators. Because across the clients I serve, they often are.
The tools I work in daily include QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, Zoho Books, WaveApps, Hubdoc, Dext, ApprovalMax, and Bill for accounting and bookkeeping workflows. For audit engagements I work in CaseWare and AuditBoard. For financial reporting and analysis I use Microsoft Excel at an advanced level, Microsoft Power BI, and Tableau. For US tax preparation I work with Drake Tax and TaxSlayer. For Canadian tax compliance I use TaxCycle, ProFile, and FutureTax T2 for T1, T2, T3, and GST/HST filings via CRA EFILE and NETFILE. For Australian compliance I work with Xero Tax and LodgeiT for BAS preparation, GST reconciliation, and ATO lodgement, alongside MYOB for Australian entity bookkeeping.
I am a certified QuickBooks Online ProAdvisor and work comfortably across cloud-based, multi-currency, and multi-entity accounting environments used by remote-first and international businesses.
If your business touches more than one country and you need someone who understands what that actually means for your books, your tax filings, and your financial reporting and who will handle all of it with discipline, accuracy, and accountability, let us get to work.
AI Consulting
Finance & Accounting
Bookkeeping
Accounting
Microsoft Power BI
Microsoft Excel
Financial Model
Budget Management
Tax Preparation
Business Consulting
Financial Audit
GAAP
Budget Proposal
Financial Reporting
Tax Return
Valuation
Certified Tax Preparer
Tax Planning & Advisory
QuickBooks Online
Management Accounting
Paul N.
Nairobi, Kenya
$70/hr
4.5
69 jobs
Helping Businesses Improve Profitability, Cash Flow, Financial Performance & Operational Excellence
Do you need a trusted finance partner who can help you improve profitability, strengthen cash flow, build scalable financial systems, and provide strategic insights that support business growth?
If so, you're in the right place.
I am a Certified Public Accountant (CPA) with an MBA in Finance and more than 23 years of experience serving as a Fractional CFO, Financial Controller, Finance Director, FP&A Leader, and Strategic Business Consultant for organizations across the United States.
I specialize in helping business owners turn financial information into practical business decisions that improve performance and profitability.
My Core Services
Fractional CFO & Strategic Finance
• Executive financial leadership
• Financial strategy and business planning
• Board and investor reporting
• Executive decision support
• Business performance improvement
• Profitability analysis
• Working capital optimization
Financial Planning & Analysis (FP&A)
• Budget development and management
• Rolling forecasts
• Integrated financial models (P&L, Balance Sheet & Cash Flow)
• Cash flow forecasting and runway analysis
• Scenario and sensitivity modeling
• Budget vs. Actual variance analysis
• KPI dashboards and executive reporting
Financial Controller Services
• Financial reporting
• Month-end close
• Internal controls
• General ledger oversight
• Accounts payable & receivable management
• Payroll oversight
• Process improvement
• Financial policies and procedures
Law Firm Finance & IOLTA Accounting
• Law firm financial management
• IOLTA and trust accounting
• Three-way trust reconciliations
• Legal billing
• Collections optimization
• Client cost accounting
• Practice profitability analysis
• Clio, MyCase, LawMatics, camplegal, and legal accounting workflows
Business Growth & Operations Consulting
• KPI design and performance management
• Organizational accountability
• Revenue optimization
• Pricing analysis
• Compensation and bonus structures
• Operational efficiency
• Business turnaround and restructuring
• Finance department transformation
Industries Served
• Law Firms
• Healthcare & Medical Practices
• Professional Services
• Technology Companies
• Research Organizations
• Consulting Firms
• Growth-Stage Businesses
Selected Engagements
The Law Offices of Travis Walker, P.A. – Fractional CFO
• Helped drive significant revenue growth within the first year.
• Built a 24-month rolling weekly cash flow forecast and cash runway model.
• Implemented budgeting and variance reporting.
• Improved profitability through financial discipline and operational controls.
• Secured funding and supported banking relationships.
• Designed KPI dashboards and executive reporting.
MRA Law Group – Financial Controller
• Implemented firm-wide KPI scorecards and performance dashboards.
• Improved productivity from approximately 65% to over 90%.
• Strengthened collections and cash flow management.
• Built budgeting and forecasting frameworks.
• Implemented executive reporting and financial controls.
• Managed legal billing, trust accounting, and finance operations.
Giro Law LLC – CFO Consultant
• Delivered strategic financial leadership.
• Improved budgeting, forecasting, profitability analysis, and cash management.
• Developed executive reporting and financial planning frameworks.
Kralizec Law LLC – Bookkeeping & Accounting Consultant
• Managed bookkeeping, reconciliations, financial reporting, and accounting operations.
• Strengthened financial controls and reporting accuracy.
Sentric Legal / Rose Law Firm – Finance & Capital Strategy Lead
• Built investor-grade financial models.
• Developed valuation models and funding strategies.
• Prepared business plans and growth forecasts.
• Supported strategic finance initiatives.
Genesis Orthopedics & Sports Medicine – Finance Manager
• Managed budgeting, reporting, forecasting, operational finance, and revenue analysis.
• Supported executive decision-making in a healthcare environment.
Sidewalk Technologies LLC – Fractional CFO
• Established the company's finance function.
• Introduced rolling cash flow forecasting.
• Developed budgeting, forecasting, and KPI frameworks.
• Improved profitability and operational performance.
• Implemented EOS-based strategic planning and management reporting.
Software & Platforms
QuickBooks Online • Xero • Clio • MyCase • camplegal • LawMatics • ConnectWise PSA • ConnectBooster • Bill com • Google Sheets • Microsoft Excel • Power Query • Microsoft 365 • EOS One • Lucidchart • Mobius
Why Clients Work With Me
✔ CPA with MBA -Finance
✔ 23+ Years of Finance & Accounting Leadership
✔ Fractional CFO, Financial Controller & Finance Director Experience
✔ Top Rated Plus on Upwork
✔ 100% Job Success Score
✔ $300K+ Earned on Upwork
✔ Extensive Experience Supporting Lawfirms
I look forward to discussing how I can support your business
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