Hire the Best Financial Planners in Lahore, PK

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Ehsan M.

Lahore, Pakistan

$17/hr
5.0
8 jobs

US & UK Tax Accountant | 1040, 1120, 1065 Tax Preparation | QuickBooks & Xero Bookkeeping | Catch-up & Monthly Bookkeeping | Financial Reporting I help businesses maintain clean books, accurate financials, and stress-free US & UK tax compliance. I specialize in QuickBooks bookkeeping, Xero bookkeeping, catch-up bookkeeping, and monthly bookkeeping, as well as 1040, 1120, 1120S, and 1065 tax preparation for startups, SMEs, and international businesses. With 15+ years of experience in taxation, bookkeeping, and financial compliance, I support CPA firms, e-commerce, real estate, and professional services clients with reliable remote accounting solutions. My focus is simple: accurate numbers, clean books, and stress-free tax filings. US & UK Tax Services • US Individual & Business Tax Returns (1040, 1120, 1120S, 1065) • Schedule C & Schedule E for small business and rental income • UK Self Assessment & Corporation Tax compliance • Payroll Accounting & Payroll Tax Filings (941, 940) • 1099 Reporting • Sales Tax and VAT Compliance • International reporting: 5471, 5472, FBAR, 8938 • IRS and HMRC notices support • Book-to-Tax Adjustments & Tax Planning • US & UK Tax Filing Services Bookkeeping & Accounting Services • Full-charge QuickBooks Bookkeeping and Xero Bookkeeping • Catch-up Bookkeeping & Bookkeeping Cleanup Services • QuickBooks & Xero setup and Chart of Accounts structuring • Bank, credit card, and payment processor reconciliations • Accounts Payable (AP) and Accounts Receivable (AR) management • Payroll processing and payroll accounting • Month-end and year-end closing • Financial statements and management reporting • Cash flow tracking, budgeting, and forecasting • Accounting system migration from spreadsheets or disorganized books Software Expertise • QuickBooks Online & QuickBooks Desktop Bookkeeping • Xero Bookkeeping • Microsoft Excel • Accounting tools for payroll, tax, and financial reporting Industries Supported I have supported clients across: • E-commerce (Amazon, Shopify, online stores) – QuickBooks & Xero bookkeeping • Real Estate & Rental Properties – property-level reporting and reconciliations • Healthcare • IT & Consulting Firms • Restaurants & Hospitality • Professional Services • Non-Profit Organizations Qualifications & Certifications • FCCA – Fellow Member, Association of Chartered Certified Accountants • ACCA – Association of Chartered Certified Accountants • CA (England & Wales) • CMA – Certified Management Accountant • CIA – Certified Internal Auditor • QuickBooks Online ProAdvisor • Xero Certified Advisor Why Clients Work With Me • Clean, audit-ready books and financial statements • Reliable QuickBooks & Xero bookkeeping, catch-up and monthly • Accurate US & UK tax preparation and filing • Clear communication and responsive remote support • Long-term accounting and bookkeeping partnership • Structured systems that support growth, investor reporting, and tax compliance I help businesses simplify bookkeeping, financial reporting, and tax compliance while giving them accurate, decision-ready numbers every month. If you need a trusted accountant for QuickBooks bookkeeping, Xero bookkeeping, catch-up bookkeeping, or US & UK tax filing, I can provide professional support tailored to your business. Feel free to send an invitation to discuss your project. Kind Regards, Ehsan Mahmood

  • Certified Financial Planner
  • US Taxation
  • Tax Return
  • Tax Preparation
  • Certified Tax Preparer
  • IRS Resolution
  • Sales Tax
  • QuickBooks Online
  • Tax Law Compliance
  • IRS Income Tax Audits
Usama K.

Lahore, Pakistan

$25/hr
5.0
13 jobs

Hi, I’m Usama Khanzada, a Chartered Accountant with 7+ years of experience in accounting, FP&A, financial management, and advisory services. I currently work in Financial Advisory at Crowe, where I support businesses with financial reporting, budgeting, forecasting, cash flow management, ERP implementation, and strategic finance functions. I help businesses build clarity around their numbers, improve financial processes, and make better operational and strategic decisions. My core expertise includes: • Accounting & Bookkeeping Financial statement preparation Bank and credit card reconciliations Cleanup and catch-up bookkeeping Transaction categorization and organization Month-end and year-end close Management reporting • FP&A and Fractional CFO Services Budgeting and forecasting Cash flow planning and runway analysis KPI reporting and dashboards Profitability and margin analysis Financial planning and strategic decision support Investor and management reporting • Odoo and Financial Systems Odoo implementation and setup Chart of accounts design Financial workflow optimization Reporting automation ERP migration and process structuring I also support clients with financial modeling, valuations, business plans, and fundraising support where required, particularly for startups and growing businesses. I have worked with clients across SaaS, e-commerce, manufacturing, consulting, healthcare, real estate, energy, and service industries. Software experience includes: Odoo, QuickBooks Online, Xero, Zoho Books, Excel, Google Sheets, Power BI, Pleo, Bill .com, Gusto, Expensify, and other finance and reporting tools. My approach is practical and business-focused. I do not just prepare reports — I help businesses understand what the numbers mean and how to use them to grow sustainably. Let’s connect and discuss how I can support your business.

  • Certified Financial Planner
  • Financial Analysis
  • Bookkeeping
  • Financial Accounting
  • Financial Report
  • Accounting
  • Financial Analysis & Valuation
  • Management Accounting
  • Financial Modeling
  • Financial Management
  • Financial Reporting
  • Financial Statement
  • Account Management
  • Finance & Accounting
  • Financial Consulting
Ghabish A.

Lahore, Pakistan

$15/hr
5.0
11 jobs

- Accounting, - Financial Analysis, - Strategic Reporting, - Excel Master, - Budgeting & Forecasting, - Advisory, - Oracle/Sage ERP/QuickBooks +10 Years of Impact: Transforming financials into a growth engine. CFA Level 2 Acumen: Deep analytical approach to financial strategy. Excel Master & Beyond: Oracle, Sage ERP, QuickBooks expertise , Advanced Excel. Strategic Reporting: Actionable insights, not just numbers. Your Trusted Advisor: Clear communication, proactive partnership. With a CFA Level 2 and expertise in Excel, Oracle, Sage ERP, and QuickBooks, I’ve completed numerous projects, aiding companies in optimizing their financial strategies. Specializing in small to medium businesses, I deliver reliable financial reports and actionable advice, ensuring clarity and control in your financial landscape. My Expertise in Action: 💼 Accounting Expert in managing financial data, ensuring accuracy, and developing insightful reports. 📊 Financial Analysis Conduct deep analysis to identify trends, forecast performance, and drive strategic decisions. 🌟 Strategic Reporting Provide tailored P&L, Balance Sheet, and Cash Flow statements for insightful decision-making. 💻 Excel Master Advance financial modeling and dynamic analysis to suit complex business needs. 📈 Budgeting & Forecasting Set financial targets and accurately track performance. 🏦 Advisory Offer strategic advice for growth-oriented businesses aiming at expansion and profitability. 🖥️ Oracle/Sage ERP/QuickBooks Hands-on experience ensuring seamless workflow and precision across financial operations. My Educational Foundation: - CFA Level 2 (Candidate) | Financial Management (2020-2021) - Bachelor of Business Administration (BBA), Accounting and Finance | Oxford Brookes University (2010-2012) - ACCA (2009-2011) For the past decade, I haven't just managed numbers; I've transformed financial data into a powerful engine for business growth. As a dedicated accounting and financial expert, I specialize in providing Small and Medium Businesses with the clarity, control, and strategic insights needed to thrive. My journey has honed my capabilities in deep financial analysis, optimizing complex systems, and building robust internal controls, making your financials a true asset, not a burden. My core strength lies in leveraging Microsoft Excel to its fullest—think advanced financial modeling, dynamic data analysis, and bespoke reporting that goes far beyond standard statements. But my toolkit doesn't stop there; I bring hands-on experience with powerhouse platforms like Oracle, Sage ERP, and QuickBooks, ensuring seamless integration and precision across your financial landscape. I've had the privilege of partnering with a diverse range of trading, manufacturing, and services businesses, helping them navigate their unique financial complexities. My commitment is simple: deliver on-time, highly reliable financial accounting reports and actionable strategic advice that empowers your most critical decisions. Imagine having a clear roadmap derived from your own data, guiding your expansion and profitability. Ready to bring clarity and a strategic financial edge to your company? Let's connect! 📩 Send a message now to avail 1 Hour of FREE Consultancy!

  • Accounting
  • Bookkeeping
  • QuickBooks Enterprise
  • Income Statement
  • Financial Accounting
  • Accounting Advisory
  • Accounting Principles & Practices
  • Finance & Accounting
  • Bank Reconciliation
  • Payroll Accounting
  • Sage
  • Oracle Accounting
  • Cash Flow Analysis
  • Budgeting & Forecasting Software
  • Microsoft Excel
Azan A.

Lahore, Pakistan

$30/hr
4.9
6 jobs

Need clear financial reports, bookkeeping, reliable forecasts, or an investor-ready financial model for your business? I help startups, SMEs, and growing businesses understand their numbers, manage cash flow, identify risks, and make smarter financial decisions through accurate reporting, budgeting, forecasting, and financial analysis. I am an ACCA skilled-level finance professional and BS Accounting & Finance graduate, honored with Gold and Silver medals for academic excellence. I bring 4+ years of practical experience in accounting, finance, reporting, forecasting, and business advisory, including hands on exposure at PwC Pakistan. I have supported 300+ businesses worldwide with financial reporting, forecasting, business planning, and advisory support, including helping startups and SMEs prepare investor-ready financial models, funding projections, and bank loan documentation. My core services include: - Financial Planning - Financial reporting and analysis - Budgeting, forecasting, and cash flow management - Financial modeling and business plans - Bookkeeping, reconciliations, and payroll support - Variance analysis and performance reporting - Audit support and risk advisory When you work with me, you get more than basic accounting support. I help you understand your financial position, spot risks early, and use your numbers to make better business decisions. Let’s bring clarity, control, and confidence to your finances.

  • Financial Analysis
  • Financial Planning
  • Financial Projection
  • Financial Modeling
  • Financial Statements Preparation
  • Strategic Planning
  • Budget Planning
  • Financial Variance Analysis
  • Financial Report
  • Financial Consulting
  • Bookkeeping
  • QuickBooks Online
  • Microsoft Power BI
Rumman S.

Lahore, Pakistan

$15/hr
4.9
460 jobs

𝗕𝗲𝘁𝘁𝗲𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝘀𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝗰𝗹𝗲𝗮𝗿 𝗺𝗼𝗱𝗲𝗹𝘀, 𝗮𝗰𝗰𝘂𝗿𝗮𝘁𝗲 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝘀, 𝗮𝗻𝗱 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝘂𝘀𝗲. I help businesses, founders, and finance teams with Financial Modeling, FP&A, budgeting, forecasting, KPI reporting, management reporting, cash flow planning, and business performance analysis. 𝗧𝗵𝗲 𝗴𝗼𝗮𝗹 𝗶𝘀 𝘀𝗶𝗺𝗽𝗹𝗲: To turn financial data into clear planning tools that help you understand performance, control costs, plan cash flow, and make better business decisions. 𝗠𝘆 𝘄𝗼𝗿𝗸 𝘂𝘀𝘂𝗮𝗹𝗹𝘆 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝘀: • Financial models for business planning • Budgeting and forecasting models • Cash flow planning and projections • KPI dashboards and reporting packs • Variance analysis and performance reports • Profitability and margin analysis • Scenario and sensitivity analysis • Revenue and expense planning • Management reporting • Financial projections for startups and businesses 𝗜 𝗵𝗮𝘃𝗲 𝟴+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 helping businesses build financial models, forecasts, budgets, dashboards, and reports that are clean, organized, easy to update, and useful for decision making. Tools I work with include Microsoft Excel, Google Sheets, financial dashboards, budgeting templates, forecasting models, KPI trackers, and reporting packs. If you need help with Financial Modeling, FP&A, Budgeting, Forecasting, KPI Reporting, Cash Flow Planning, Variance Analysis, or Business Performance Analysis, send me a message and let’s discuss what needs to be built. Financial Modeling Expert | FP&A Analyst | Financial Planning & Analysis | Budgeting | Forecasting | Financial Forecasting | KPI Reporting | Management Reporting | Financial Dashboards | Variance Analysis | Cash Flow Planning | Profitability Analysis | Scenario Analysis | Business Performance Analysis | Financial Projections | Microsoft Excel | Google Sheets

  • Financial Analysis
  • Financial Planning
  • Financial Modeling
  • Financial Reporting
  • Financial Presentation
  • Financial Analysis & Valuation
  • Cash Flow Analysis
  • Cash Flow Modeling
  • Data Analysis
  • Microsoft Excel
  • Financial Statement
  • Financial Model
  • Financial Consulting
  • Budget Planning
  • Forecasting
Muhammad I.

Lahore, Pakistan

$15/hr
5.0
11 jobs

Messy books, unreconciled accounts, and unclear financial reports cost businesses time and money every month. I fix QuickBooks cleanup, Xero reconciliation, cash flow models, and Excel / Google Sheets automation for small businesses, ecommerce sellers, startups, and service-based companies. I help businesses clean up messy QuickBooks and Xero books, reconcile bank and credit card accounts, fix bookkeeping errors, and prepare accurate financial reports. If your QuickBooks Online or Xero account is behind, unreconciled, or difficult to trust, I can organize your records, clean up transactions, prepare accountant-ready reports, and build Excel or Google Sheets financial models for cash flow and planning. I am a Top Rated Upwork freelancer with 100% Job Success and 7+ years of experience in bookkeeping, accounting, financial analysis, financial modeling, Excel automation, Google Sheets reporting, and financial operations. My core services include: ✔ QuickBooks Online cleanup, bookkeeping, and reconciliation ✔ Xero cleanup, catch-up bookkeeping, and financial reporting ✔ Bookkeeping cleanup for messy or outdated books ✔ Catch-up bookkeeping for months or years of missing records ✔ Bank reconciliation and credit card reconciliation ✔ Stripe, PayPal, Shopify, Amazon, and ecommerce reconciliation ✔ Accounts payable and accounts receivable review ✔ Profit and Loss, Balance Sheet, and Cash Flow Statement preparation ✔ Monthly financial reporting and management reports ✔ Cash flow forecast models and 13-week rolling cash flow forecasts ✔ Financial modeling in Excel and Google Sheets ✔ P&L forecast, budgeting, forecasting, and financial projections ✔ Excel dashboards, formulas, templates, and reporting models ✔ Google Sheets automation, dashboards, trackers, and business reports ✔ Power Query, Power BI, KPI dashboards, and financial analysis Tools I work with: QuickBooks Online, Xero, Excel, Google Sheets, Power Query, Power BI, DAX, Looker Studio, Shopify, Amazon, Stripe, PayPal, A2X, Zoho Books, and Google Apps Script. Real results I have delivered: ✔ Cut month-end close from 10 days to 3 days through structured reporting automation ✔ Maintained 99% reconciliation accuracy across 200+ accounts ✔ Reduced outstanding receivables by 40% through clean AR tracking ✔ Saved 60% manual reporting effort through Excel and Google Sheets automation ✔ Built cash flow forecast models used for lender presentations and investor reporting ✔ Created financial dashboards and reporting systems that are easier to update and use Best fit projects for me: • Your QuickBooks books are messy or behind. • Your Xero account needs cleanup or reconciliation. • Your bank and credit card accounts are not reconciled. • Your financial reports are unclear or unreliable. • You need a cash flow forecast model. • You need an Excel or Google Sheets financial model. • You need monthly financial reporting. • You need a dashboard to track KPIs, revenue, expenses, profit, or cash flow. • You need ecommerce bookkeeping for Shopify, Amazon, Stripe, or PayPal If you need someone who understands both accounting and financial systems, I can help you clean your books, reconcile your accounts, build financial models, automate reports, and give you clear numbers you can trust. Send me a message with your situation, and I will tell you the clearest way to clean, model, automate, or report your numbers.

  • Financial Projection
  • QuickBooks Online
  • Bookkeeping
  • Bank Reconciliation
  • Xero
  • Intuit QuickBooks
  • QuickBooks Online API
  • QuickBooks Enterprise
  • Financial Reporting
  • Financial Accounting
  • Financial Statements Preparation
  • Financial Modeling
  • Real Estate Financial Modeling
  • Microsoft Excel
  • Google Sheets Automation
  • Cash Flow Analysis
  • Microsoft Power BI
  • Accounts Receivable
  • Accounts Payable
  • Microsoft Power BI Development

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