The Best Financial Reporting Specialists For Hire In Canada

Check out Financial Reporting Specialists in Canada with the skills you need for your next job.

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$95 hourly
- 4.7/5
- (110 jobs)
Professional accountant and tax advisor for individuals and businesses. Thorough understanding of Canadian business taxes and financial reporting, and tax compliance issues. Expertise in U.S., international taxes and cross border issues with foreign jurisdictions. Experience in big four accounting firms (KPMG and PwC) as a senior manager and also as a sole practitioner with clients ranging from public to growing owner managed businesses.

Financial Reporting
Corporate Tax
Sales Tax
CPA
Goods & Services Tax
Tax Strategy
Financial Accounting
Tax Return
$95 hourly
- 5.0/5
- (19 jobs)
Are you looking for an Accountant to help you with Financial Statement preparation and to do your taxes? Do you have Crypto Investments or positions in crypto deals and need help management? Your search ends here. I am Chartered Professional Accountant (CPA) with over 10 years of Canadian and International experience in Financial Statements Preparation, Personal & Corporate Tax Filings, Client representation and business advisory services in Canada. Running a successful Accounting firm in Metro Vancouver, Canada. I have helped clients get over $3 Millions in grants and subsidies since 2020. Additionally, I cater to all the below mentioned services as well: - Budget preparation and management accounting - Crypto Currencies investment and tax planning. - Full Cycle accounting - Investment accounting - Non Resident Taxation - CRA representation - GST/PST/HST Filing - Company Incorporation Need some other business related advise!! You can ping me anytime, I'm just a HIRE click away. Regards, Rohit Bhandula

Financial Reporting
International Financial Reporting Standards
Accounting Software
CPA
QuickBooks Online
International Taxation
Xero
Bookkeeping
$55 hourly
- 5.0/5
- (17 jobs)
* Top 50 International ProAdvisors of 2024 When your books are in order, your business is in order. I give you full peace of mind on your business financials so you can focus on running your company. I’m a QuickBooks Online Advanced Pro Advisor with 15+ years of bookkeeping experience. With a passion for numbers and a keen business sense, I love what I do and enjoy helping small Canadian businesses like yours maintain clean and accurate books. My approach is personal, efficient, intuitive and meticulous. Here’s what you can expect: • QuickBooks Online Advanced Pro Advisor • Competitive project quotes (no hourly rates that rack up your bill) • Accurate books, always up to date • Big picture view of your business to ensure shrewd data records • Fast response times • Detailed monthly reports Let’s connect to see exactly how I can add value to your Canadian business. * Please note that I do not work on an hourly basis. You will be given a fixed quote.

Financial Reporting
Sales Tax
Goods & Services Tax
QuickBooks Online
Financial Accounting
Bookkeeping
Income Statement
Payroll Accounting
Balance Sheet
Intuit QuickBooks
Accounts Receivable
Bank Reconciliation
Account Reconciliation
$100 hourly
- 4.9/5
- (67 jobs)
As a go-to expert for startups, SMBs, investment management firms, and consulting firms, I offer a wide range of services, including: - Pitch decks - Business plans - Financial models - LinkedIn Thought Leadership - Real estate underwriting models - Business analysis - Offerings memorandums - Market research - Marketing strategy - Financial content writing I also specialize in immigration business plans and pitch decks for United States, Canada and UK, including E-2 for US applications as well as Owner/Operator LMIA, BC and Ontario PNP and Start-up Visa for Canada, and UK's Founders Visa. have also worked in Risk & Compliance advisory, working with large Canadian banks on EDD reviews of High Risk Customers, PEP, as well as compliance audits. Let me help you navigate the financial landscape and achieve your business goals. Contact me today to learn more.

Financial Reporting
Anti-Money Laundering
Immigration Business Plan
Business Report
Financial Planning
Industry Research
Microsoft Excel
Equity Research
Investment Research
Financial Analysis
Pitch Deck
Business Plan
Financial Projection
Company Research
Report Writing
$45 hourly
- 5.0/5
- (38 jobs)
I am a QuickBooks Pro, full cycle bookkeeper and administrative assistant. I specialize in helping small business owners free up their time to focus on growing their business. Am I a good fit for you? - Are you a small or start up business needing 1 - 20 hours per month of administrative and or/ bookkeeping and financial help? - Are you using (or ready to switch to) QuickBooks Online? - Do you need an expert who can help explain things and teach you what you need to know, in plain English? - Would you like to be able to ask an expert your questions as needed? - Are you looking for help with one of these industries: * Professional Services * Real Estate * Construction * Marketing, advertising * Retail/Wholesale * Consulting * E-commerce If you answered yes to the above questions, here’s how I can help you with your small business. 1. Set Up, Clean Up, Catch Up and Keep Up your QuickBooks Bookkeeping so you don't have to worry about it. I will: - Accurately record your transactions so you can have clean, tax-ready financials - Keep a clean paper trail and attach supporting documentation - Pay bills - Reconcile your bank accounts so you can be sure the numbers are right - Customize reports so you can understand the numbers and gain actionable insights - Set up processes to make things run smooth 2. Cash Flow Management. Work with you to forecast your cash and be prepared for upcoming cash needs 3. Set up a budget and monitor performance against the budget 4. Teach you what you need to know to use QuickBooks 5. Social media management and creation - Instagram, Facebook, LinkedIn, TikTok, and Youtube 6. Email and calendar management 7. Project and team management 8. Copy writing 9. Various Ad Hoc administrative duties Located in Peterborough Canada, but I can work remotely across Canada and the USA.

Financial Reporting
Microsoft Word
Account Management
Financial Report
Payment Processing
Calendar Management
Email Support
Virtual Assistance
Content Creation
File Maintenance
Account Reconciliation
Invoicing
Business Management
Management Skills
Accounts Receivable Management
Intuit QuickBooks
Accounts Payable
Accounting Basics
Accounts Receivable
$50 hourly
- 5.0/5
- (5 jobs)
After acquiring a strong foundation in audit (over 4 years) working as a Senior Associate at a PwC Canada, I have transitioned to bookkeeping as a QuickBooks Online Expert for the past year. During my time as an auditor, I’ve solved customers facing accounting-related frustrations and have optimized financial processes for well-known organizations, including: ✅ Shopify Inc. (Est. $2.5 Billion Revenue per year) ✅ Liminal Biosciences (Est. $8.8 million revenue per year) ✅ Lahontan Gold Corporation I now specialize in helping small businesses maintain accurate, organized and compliant financial records. ⭐ Here's what I can bring to your project ⭐ ✅ Well-versed in IFRS and GAAP accounting standards (CPA student) and QuickBooks Online ✅ Accurate bookkeeping (Set up, cleanup and monthly reconciliation) ✅ Extensive experience working with small and larger client databases from multiple industries (e-commerce, construction, retail, start-up) ✅ Ability to identify and fix discrepancies and inefficiencies in financial statements ✅ 24/7 reliable communication so you are always aware of the project status ✅ Someone who cares about helping you succeed and bringing value to your business ⭐ Why you should choose me over other freelancers ⭐ ✅ Build client relationships: I focus on providing value to all my clients and earning their TRUST. ✅ Over-Delivering: I take pride in giving more than what I am expected to receive. ✅ Responsiveness: I keep transparent communication at all times with my clients. ✅ Resilience: I persevere to find a practical solution to any of my client’s problems. 🏆 Reviews and feedback from high-profile clients 🏆 The client reviews below describe the quality of work and value that you can expect from working with me. “Isha helped us while we were struggling with our financial books in our early stage startup (MPM). She has been a pleasure to work with to onboard us onto QuickBooks Online. She helped us catch up our bookkeeping for the past 12 months and currently helps us maintain our monthly financial records. Many other accountants quoted us $1500 - $2000 for the same which was too much for a small business but then Isha came as a ray of hope for us with her affordable rates. The onboarding process was very smooth and efficient as Isha took the time to assist us in navigating any bookkeeping questions and technical issues we had. She continuously helps us understand the numbers in our financial statements and guides us with making smart financial decisions for our business. With having her on the team, we can finally now focus on scaling our business. I would definitely recommend her services and consider it to be one of the best investments for my business.” Chetanya Sharma, Founder at MyPersonalMentor “Isha is my go-to-person for anything related to bookkeeping for my business. Her sense of professionalism and organization makes it straightforward to get work done. She is also readily available for help and transparent with her work. Would highly recommend her services.” Esha Ahuja, Founder at TheDanceTalks “I had the pleasure of working with Isha on the Shopify engagement. Shopify is one of the largest files in the Ottawa office and is subject to PCAOB and SOX requirements and is therefore one of the more complex engagements. Isha was able to get into the details and understand Shopify’s revenue recognition process and systems, coach other team members on these processes and systems and liaise with the client when she had questions. She took ownership of the entire audit file, offering to help and stepping up when it is needed. Her people and management skills were truly evident in her coaching and coordination of the work performed.” Alicia Deibert, Manager at PwC Canada

Financial Reporting
Financial Statements Preparation
Account Reconciliation
QuickBooks Online
GAAP
Bookkeeping
$55 hourly
- 4.9/5
- (322 jobs)
I have over 24 years providing Bookkeeping, Accounting and Tax services in Canada. The main services I provide are full bookkeeping, payroll, personal and corporate tax preparation and tax and accounting consultation. As well as financial models and projections using Excel I am also well versed in filing SRED documents for corporate taxes and can help file or consult with these returns. I prepare corporate T2 tax returns and personal T1 tax returns using professional tax software and e-filing. I am Advanced Certified in Quickbooks Online and provide services using Quickbooks, Wave, Xero, Dext and Hubdoc. Advanced Excel using pivot tables, filtering and macro development

Financial Reporting
Accounting Principles & Practices
Tax Preparation Software
Certified Tax Preparer
Corporate Tax
Bookkeeping
Sage 50cloud
Balance Sheet
Intuit QuickBooks
Budget Management
Tax Return
Tax Preparation
$45 hourly
- 5.0/5
- (8 jobs)
I'm a member of both ACCA & CPA Ontario who has over ten years of working experience in the HK accounting field, both financial & management accounting. My last full-time position was as a Finance Analyst in a loyalty program company. I'm confident that I can complete the job on time and accurately. I'm looking for some long-term freelance jobs in accounting or book-keeping duties.

Financial Reporting
Management Accounting
Financial Analysis
Microsoft Power BI
Intuit QuickBooks
Account Reconciliation
Tax Preparation
Budget Management
SAP
Bank Reconciliation
Microsoft Excel
$25 hourly
- 4.9/5
- (46 jobs)
I have a Bachelor degree in accounting. Like all junior accountants, I started my work as a bookkeeper and promoted rapidly toward a professional tax accountant and financial manager after 2 years. I have now 7 years of experience in financial area and had the honor of working with many companies in my home country and also worldwide in different areas of industry such as Financial Services, Health Products, Currency Exchange Institutions, Wholesalers, Retail Sellers, etc. I do enjoy all activities in financial area. One of my main pleasures in life is choosing a career that perfectly suits my personality as a careful, interested in challenge, and passionate for analysis person. Of my favorite tasks in accounting are reconciliations and financial reports which I attend as a joy more than job. I have experience in working on payroll, payable accounts, chasing customers for payments, bank reconciliations, and literally all activities related to an accountant and a financial manager. I am a certified advanced ProAdvisor for Quick Books Online.

Financial Reporting
Data Entry
Microsoft Word
Financial Analysis
Bookkeeping
Financial Management
Microsoft Excel
Financial Accounting
$10 hourly
- 5.0/5
- (3 jobs)
⭐⭐⭐⭐⭐" Parth did an great job with our bank and credit card reconciliations. I will definitely be working with Parth again. Highly recommended!" Accountant/Tax Professional/bookkeeper with 5 years of experience. I have worked with various tax types and situations as well as organized some of the messy books. I also help clients in lowering capital gains and overall tax liability. It goes without saying that I enjoy what I do because I am always fond of numbers. I want to build long-term connections with my clients but am also entirely open to short-term or one-time assignments. Before you hire anyone, there's a big advantage to hiring a Professional Bookkeeper with an Accounting degree. Located in Canada! Very reliable! I am ready to demonstrate my skills practically before you make a hiring decision. Bookkeeping expertise includes: 🎖️Chart of Accounts 🎖️Bank and credit card reconciliations 🎖️Accounts Receivable 🎖️Accounts Payable 🎖️Journal Entries 🎖️Invoicing 🎖️Year-End Adjustments 🎖️Transferring data from other accounting mediums into QuickBooks/XERO/Wave 🎖️Setup sales tax 🎖️Multi-Currency Setting and Management 🎖️Categorization of Expenses 🎖️Financial Reporting and many other tasks as well 🎖️ Inventory management 🎖️Proficiency in Microsoft Excel and Google Sheets QuickBooks specialized services - Payroll: Management of payroll and payroll taxes. Setup: Complete setup of your company in QuickBooks or other preferred software. Clean-Up/Catch-Up: Get your books back in order and all accounts reconciled to date. Budgets: Reporting and advice to support growth Integrations/Automation: Connect your e-commerce business to your books for easier tracking, connect your bank account for instant upload of transactions, and set up automation of regular tasks to make things flow smoother Taxation services - Individual, 1040 Returns Schedule C (Independent Contractor/Sold Proprietor) Returns Partnership, 1065, Returns Payroll Taxes GST/HST/PST Taxes I have a proper office environment with high-speed internet and a power backup facility to provide uninterrupted service. Regards, Parth P.

Financial Reporting
IRS Income Tax Audits
Certified Tax Preparer
Chart of Accounts
Accounts Receivable
Accounts Payable
Account Reconciliation
Bookkeeping
Bank Reconciliation
Financial Statements Preparation
Financial Accounting
Microsoft Access
QuickBooks Online
Microsoft Excel
Intuit QuickBooks
$45 hourly
- 4.2/5
- (8 jobs)
I'm a Canadian CPA, but my field of expertise is FP&A. I love helping businesses figuring out the best way to be profitable and I love making financial concepts easy to understand. I am well versed in forecasting and budgeting as well as in reporting. I am bilingual (french and english). I love collaboration and empowering people with financial knowledge so feel free to reach out!

Financial Reporting
Financial Statements Preparation
Financial Presentation
Financial Planning
Financial Accounting
Financial Modeling
Financial Analysis
KPI Metric Development
Process Optimization
Project Budget
Budgeting & Forecasting Software
Budget Planning
Budget Management
Budget
Forecasting
$15 hourly
- 4.7/5
- (13 jobs)
I am enthusiastic, reliable & hardworking individual who has over 10 years of experience in several accounting & customer service related positions. I have experiences in the filed of accounts receivable management, bookkeeping, record maintenance, financial statement preparation, invoicing, financial analysis. My customer service experience involves handling both basic & complex issues professionally via Email, followup/feedback, support.

Financial Reporting
QuickBooks Online
Buildium
Xero
Accounts Payable Management
Accounts Receivable Management
Invoicing
Sage
Bookkeeping
Accounts Receivable
Intuit QuickBooks
Bank Reconciliation
Data Entry
Customer Service
$35 hourly
- 5.0/5
- (6 jobs)
I have 20+ years working with a variety of companies/organizations performing full cycle accounting and administrative services. My skills include: • Bookkeeping/Payroll skills including accounts payable, accounts receivable, preparing financial statements, payroll with ADP/Zenefits, bank reconciliation, tax remittances using SAGE 50 (Canadian and US versions), Netsuite and Quickbooks (QBO) US and Canadian versions (Advanced ProAdvisor Certified) • Proficient in Teams, Sharepoint, Zoom, Dropbox, Google Drive, Slack, Asana, bill.com, Taxjar, Skubana • Excellent organizational and oral and written communication skills • Intermediate to advanced knowledge of Microsoft Office Suite and have worked extensively with Excel to analyze and reconcile financial reports and identify variances and trends. • Client service in positions requiring a high degree of confidentiality and integrity • Native English speaker also fluent Spanish (reading, written and spoken) In my current position as Senior Accounting Analyst (since January 2021), I have been working remotely. My responsibilities are: • Oversee and lead team through month-end close and year-end process including preparing and posting accruals for payroll (bonus, commissions, salary, vacation), prepaid amortization, accrued expenses, deferred rent, capital and intangible asset amortization. Review staff accountant's entries and reconciliations. Reconciliation of bank and credit card statements and code and review employee expense reimbursements through Concur. • Analyze trends and fluctuations in P&L comparing to the Forecast/Budget. Review and reconcile balance sheet accounts and research variances. Extensive use of excel with VLOOKUP's, sumifs, pivots and other complex formulas in analysis of data. • Work with external auditors for year-end audit ensuring that all documentation requested is provided. • Work with multiple currencies with divisions in UK, US, Canada, Australia and India and post intercompany transactions. • Prepared GST/HST/QST tax returns and US sales tax returns for multiple jurisdictions as well as VAT for UK and GST for Australia. • Worked with integration team on 8 mergers/acquisitions. In my previous position as Accounting and Payroll Specialist, I worked remotely for an e-commerce business in the US and a branch in Canada. My responsibilities were: • Full-cycle bookkeeping including reconciliations (Shopify, Amazon, Stripe, Square, Authorized.net and other merchant service providers, bank statements, credit card statements), journal entries and month end adjustments to provide financial reporting using QBO and Fathom Reporting. • Processed semimonthly payroll for 60 employees using ADP and Zenefits. Calculated and remitted payroll tax in a number of states. Used TaxJar to administrate Sales Tax in a number of states as well as HST/GST in Canada. I have successfully maintained the financial accounts and prepared for the year-end audit for a number of public and private companies/organizations. In my position as Office Manager and Administrative Support, I have managed Director's calendars/travel, written business correspondence (including letters, memos, briefing notes), supervised other staff and coordinated schedules and performed other human resources functions. I completed a Certificate in Office Administration - Accounting in 1987 and have continued to take courses, etc. in order to keep my skills up to date. In 2018, completed the Quickbooks Proadvisor Certification and Advanced Certification. In the past, I have taken University courses for Financial Accounting as well as courses for Excel, Word, PowerPoint, SAGE and Quickbooks. I am responsible, hardworking and honest and take pride in a job well done. Flexibility and adaptability are abilities that I view as important in working on varied projects and positions whether I am working as part of a team or independently.

Financial Reporting
Sage 50cloud
Project Accounting
Administrative Support
Microsoft Word
Bookkeeping
Tax Return
Payroll Accounting
Microsoft Excel
Intuit QuickBooks
$45 hourly
- 5.0/5
- (13 jobs)
🌟 TOP RATED Freelancer 🌟 Are you seeking a seasoned financial professional to manage your accounting, bookkeeping, and financial analysis needs? Look no further! I am a Chartered Accountant (Indian CPA), QuickBooks Certified, and a financial analyst with over a decade of experience in providing comprehensive financial services to clients worldwide. How I Can Assist You: My extensive expertise encompasses a wide range of financial and accounting services: 📈 Setting up new companies tailored to your business requirements. 📊 Establishing precise Charts of Accounts. 📜 Creating and managing Customers and Vendors Lists. 📦 Setting up Inventory items and linking them to the Chart of Accounts. 🏦 Managing Banks and Credit Cards. 🔍 Thorough Bank and Credit Card Reconciliation. 💼 Recording transactions accurately. 🔄 Creating bank rules in Accounting softwares. 💰 Efficient Payroll Management. 📚 Meticulous Bookkeeping. 🔀 QuickBooks Cleanup. 📉 Resolving accounting discrepancies. 🖥️ Expertise in QuickBooks Online or Desktop, Zoho, Xero, Google Spreadsheets, Excel, and more. 🌎 Currently serving clients from USA, Australia, UK, Canada & India. Financial Analysis and Modeling Expertise: I excel as a financial analyst and modeler, synthesizing and analyzing financial data to improve a company's finances. I develop financial models for companies, conduct in-depth business studies, create forecast models, and provide valuable financial insights. If you require assistance with business analysis, assignments, or a professional outlook, I can help with: 💼 Preparation of Cap Tables. 📊 Analysis of business projects. 💰 IRR, NPV, FV calculations. 📈 Balance Sheets, P&L, forecasting. 💸 Working Capital Management. 🧾 Invoice templates. 📉 Cash flow statements. 📋 Schedules supporting financial statements. 💳 Loan amortization schedules. 💱 DCF analysis. 📊 Ratio analysis. 🎯 Sensitivity analysis. Why Choose Me: 🌟 Client Reviews: I prioritize providing value and earning my clients' trust, as evidenced by the reviews and feedback on my profile. 🌟 Over-Delivering: I believe in exceeding expectations, ensuring my clients say "WOW." 🌟 Responsiveness: I maintain open lines of communication, ensuring timely responses. 🌟 Resilience: I'm known for tackling issues and finding solutions, no matter the challenge. 🌟 Kindness: I treat everyone with respect and genuinely seek to improve my clients' situations. 🌟 Flexibility: I'm adaptable and can work according to your time zone. Let's collaborate to meet your financial and business needs. I am eager to provide reliable, consistent, and high-level solutions. Please reach out to discuss how we can work together to achieve your goals!

Financial Reporting
Xero
Business Plan
Financial Planning
Intuit QuickBooks
Bookkeeping
General Ledger
Cash Flow Analysis
GAAP
Data Entry
Cash Flow Statement
$50 hourly
- 5.0/5
- (10 jobs)
When tax season arrives businessmen get anxious. Not anymore. I've got you covered. I will make sure that your figures are accurate based on the accounting records & you do not miss out on any deductions you are eligible to lower your taxable income. As a member of the Association of Chartered Certified Accountants (ACCA), I will provide you with accounting and taxation solutions for your business. The years of experience working with Canadian Corporate clients from diversified industries (Travel agencies, Trucking, Education, Health. IT) made me well versed in drafting accurate numbers based on the accounting records to submit to the tax authority. The knowledge and application skills I have in International Accounting Standard (IAS), International Financial Reporting Standards (IFRS), and International Standards on Auditing (IAS) will ensure that your financials are prepared according to the international standard. Here is a list of services you can expect from me. For businesses in general I offer: i) Preparation of Financial Statements ii) Bookkeeping support. iii) Preparation of summaries and reports. (e.g., Analytical, variance, etc.) iv) Preparation of Business proposals. For businesses operating in Canada I offer: i) HST Computation and Filing ii) Corporate Tax Returns Computation and filing (T2 Returns) iii) Personal Tax Returns computation and filing (T1 General) iv) Incorporation services v) Preparation of Financial Statements vi) Bookkeeping support. vii) Preparation of Summaries and reports. (e.g., Analytical, variance, etc.) viii) Preparation of Business proposals. ix)) Payroll Services & Year-end T4, T4a, and T5 slips x) Protection from CRA Audit. xi) Handling of CRA Audit. (Represent the client and address all the requirements of CRA and resolve the Audit) For Chartered Accountants performing Review Engagement assignments I offer the following assistance: i) Develop an understanding of the entity whose financial statements are under review. ii) Prepare preliminary analysis and a list of required working papers. iii) Upon receiving the required documents, perform analytical procedures on the items reported in the statement of profit & loss and on the balances reported in the statement of financial position. iv) Preparing analytical reports by comparing current year financial statements with the preceding year’s performance to establish the reasonableness of figures and consistency in reporting. v) Preparing reports highlighting the dramatic change in the financial performance of the clients’ companies. vi) Preparing queries to understand the variance in financial performance. vii) Examining the ledgers, bank statements, credit card statements, lease agreements, and other relevant documents to ensure that the material amounts are recorded accurately and are in compliance with the applicable accounting framework. viii)Preparing a summary of the performed procedures. I write✍️ for accounting businesses that are looking for someone to answer tax and accounting queries backed by official sources.

Financial Reporting
International Financial Reporting Standards
Financial Statement
Content Writing
Bank Reconciliation
Income Statement
Tax Preparation
Bookkeeping
Tax Return
International Accounting Standards
$50 hourly
- 5.0/5
- (3 jobs)
With over 13 years of comprehensive experience in financial management, reporting, and bookkeeping, I am a seasoned CPA and ACCA professional based in Toronto, Canada. My background spans diverse industries, including roles as Controller and Finance Manager, where I’ve honed my skills in financial planning, budgeting, and compliance. I specialize in delivering high-quality financial services such as managing month-end and year-end close processes, preparing accurate financial reports, and overseeing accounts payable and receivable. My expertise extends to strategic financial forecasting, cost accounting, and grant management. I excel in using accounting software like NetSuite and QuickBooks, and I’m adept at improving financial systems for enhanced accuracy and efficiency. In my previous roles, I have led remote teams, ensuring tasks are completed on time and providing support for troubleshooting and problem-solving. My experience includes implementing ERP systems, managing payroll, and developing financial policies to ensure regulatory compliance and operational efficiency. I am highly proficient in technology, with strong skills in Microsoft Office and various accounting software. My professional approach is characterized by a commitment to detail, accuracy, and ethical standards. I am dedicated to helping clients streamline their financial processes, make informed decisions, and achieve their business goals. If you are looking for a reliable financial expert to manage your accounting needs, optimize your financial operations, or lead a remote bookkeeping team, I am here to provide the expertise and support you need. Let’s work together to drive your financial success with precision and strategic insight.

Financial Reporting
Bookkeeping
Cash Flow Analysis
International Accounting Standards
Chart of Accounts
General Ledger
Financial Accounting
Accounting
Balance Sheet
Account Reconciliation
GAAP
Month-End Close Assistance
QuickBooks Online
Microsoft Excel
Oracle NetSuite
$175 hourly
- 5.0/5
- (7 jobs)
I am an enthusiastic, versatile, hands-on and strategic senior executive with experience in financial management, quality assurance, governance, and operations management for private and public companies in many industries, sized from very small to extremely large, and across 3 continents. I partner with businesses to help them grow and succeed; people working together toward a common vision accomplish more. Several clients have derived the greatest value from jointly analyzing their business, identifying easily achievable adjustments, key business drivers to track, and achieved efficient growth, even in difficult economic conditions, without the need for complex sales or marketing. On a team, effectively engaging all members, developing and mentoring, and encouraging effective communication contribute to bottom-line performance and employee engagement. I specialize in 3 areas: ▶ CLARITY, VISIBILITY and EFFICIENCY: I implement accounting and finance systems, or reengineer existing reports and statements, create metrics and charts to highlight and analyze performance, trends and strategies. Clarity of cash flows is an area I consider to be especially important. For a public manufacturer, I analyzed performance in detail (including product, customer, and department) and created tools for daily cash management to achieve a radical turnaround and profitable emergence from bankruptcy. For a power generation company and a public IT and SaaS company implementing new ERP systems and enhanced internal, external and board reporting highlighted performance, improved profitability over 200%, improved cash management, and created efficiency in the preparation and filing of reports. ▶ FUNDING, CORPORATE TRANSACTIONS and DUE DILIGENCE: I create business plans, financial models, investor information sheets and packages for raising debt, equity and grant funding, as well as for acquisition, restructure and disposal of entities and assets. When desired I accompany clients in meetings and manage data rooms for due diligence. For a construction company I closed two government grants and 7 debt instruments to fund capital projects. In aerospace I renegotiated, and later redeemed, all secured debt, raised new funding through unsecured lines of credit, two equity raises, two government grants and a large interest free loan. For an oilfield service group I negotiated and closed on the sale of a subsidiary, and in logistics merged entities. ▶ PROFITABILITY and RISK: I develop strategies for profitable business and for identification and management of risk. I drove growth and strategic realignment, added clients 2.5 times larger and doubled ongoing services in a financial service group. For a not-for-profit entity and a public company I introduced a risk assessment process reported to the boards of directors. For an international public group I development and implemented policies and procedures to ensure consistent standards, reporting and practices among subsidiaries (including bribery, corruption, privacy standards and international law). I renegotiated 26 insurance policies and created methodology to minimize risk and cost. I also have extensive experience in: ▶ Systems and processes ▶ People development ▶ Financial mentor and training ▶ Dashboards for strategic, board of directors, executive, operational or tactical purposes ▶ Strategic planning ▶ Development and implementation of financial policies and procedures ▶ Project tenders ▶ Project management My services include: • Fractional CFO (or FD) - ongoing, Interim, or Part-Time • Financial management • Cash Management • Management, Public and Board Reporting • Company Dashboard or KPI Creation and Enhancement • Financial Systems Assessment and Improvement • Forecasting, Budgeting and Business Planning • Financial Planning and Analysis • Investor and Funder Presentations • Process Design and Re-engineering • Turnarounds, Mergers, Acquisitions and Divestment support • Due Diligence • Corporate and Board Governance • Independent Director • Policies and Procedures • Risk Management and Business Continuity Planning • Fundraising Support • Pitch decks and raises • Business Proposal and Grant Writing • Contract Negotiations • Project Management • Accounting System Setup and Upgrades • Chart of Accounts Setup and Improvements My industry experience includes: ▶ Aerospace ▶ Computer software, hardware and SaaS ▶ Food manufacturing ▶ Health insurance and service ▶ International trade ▶ Manufacturing ▶ Medical services ▶ Not-for-profit ▶ Oil and gas ▶ Oilfield services ▶ Payroll and benefits service ▶ Power generation ▶ Professional services ▶ Transportation and logistics (intermodal) ▶ Utilities, and ▶ Many others. FREE If you would like to send me a copy of your financial statements I will provide you a complimentary initial assessment and recommendations for improvement. Please contact me to discuss your project.

Financial Reporting
CPA
Business Transformation
Change Management
Growth Strategy
Continuous Improvement
Process Improvement
Performance Optimization
Financial Management
Management Consulting
Business Plan
Compliance
$120 hourly
- 5.0/5
- (18 jobs)
I am an accountant possessing a litany of CPA Canada (ON), US CPA (NH) along with 10+ years of exceptional track record in handling a gamut of core audit practices, accounting, and bookkeeping, possessing allied proficiency in financial analysis. I have collective experience worked on audits for various clients in Canada, Kuwait, and the Middle East and gained broad experience in auditing, accounting, and related services. I have conducted many external and internal seminars on International Financial Reporting Standards (“IFRS”) as well as Accounting Standards for Private Enterprises (ASPE) and Accounting Standards for not-for- Profit Organizations (ASNPO), International Standards on Auditing (“ISA”) and Canadian Auditing Standards (“CAS”), Advanced Financial Statements Analysis.

Financial Reporting
Tax Law
Financial Analysis
International Financial Reporting Standards
Financial Disclosure
Tax Strategy
Accounts Payable Management
Accounting
Financial Accounting
Accounting Basics
Bank Reconciliation
Intuit QuickBooks
Bookkeeping
Financial Audit
$90 hourly
- 5.0/5
- (6 jobs)
I am a registered and licensed Chartered Professional Accountant (CPA) specialized in providing tax preparation, financial statement preparation, notice to readers and bookkeeping services for small businesses and individuals. More specifically I provide: -Tax preparation and filing (individual T1 and corporation Canadian GST/HST, T4&T2 ONLY) -Tax consulting (individual and corporation Canadian ONLY) -Registering and setting up a business -Financial Statements and Notice to Readers -Bookkeeping (businesses all over the world) -Customized management reports -Business plans Preferred accounting software -Quickbooks -Xero

Financial Reporting
General Ledger
Financial Statement
Bookkeeping
Tax Preparation
Tax Planning & Advisory
Tax Return
Payroll Accounting
$80 hourly
- 5.0/5
- (3 jobs)
👋 My specialty is delivering value through mathematical precision in planning, analysis, and the optimization of your company's economics. Whether it's financial modeling, PowerBI analytics, data science, or business modeling, know that it can be used to derive rules that optimize your business performance. ✅10+ years of experience in: Financial Planning & Analysis (FP&A) Corporate/Enterprise Performance Management (CPM, EPM) Data Analytics B2B SAAS & E-Commerce 🔘Notable Clients: Coca Cola Morgan Stanley Nutanix Red Bubble Nandos Entertainment One HMS Host

Financial Reporting
Startup Company
Forecasting
Financial Consulting
Startup Consulting
Sales Engineering
Inventory Management
SaaS
Ecommerce
Fundraising
Budget Planning
Financial Analysis
Budgeting & Forecasting Software
Finance & Accounting
Data Analysis Consultation
$125 hourly
- 5.0/5
- (2 jobs)
I am an Experienced Chartered Accountant ACA (CPA) designation with over 13 years of experience in multicultural / complex environment. I have helped many managers overcome their business challenges with creative solutions. My greatest achievement is helping over 500+ SMEs and startups cleanup their financial leakages by maintaining high quality financial records with clear financial projection. It helps many manager to have clear pictures of their business. I also motivate my clients to incorporate automation in business processes and operate more efficiently. HOW I CAN HELP YOU? - I can provide financial advice on how to maintain financial records with automation. - I can automate your business processes - I can audit your existing system and provide recommendation to improve the efficiencies. - I can provide prepare financial projections including cash flow. - I can implement ERP software for daily bookkeeping. - I can provide investment decision advice with Business Valuation. THE SERVICES I PROVIDE - Business Plan and Financial Modeling - FInancial Forecasting with commentary - General Ledger Automation with Bookkeeping Strategies - SAGE50 / Quickbook / Quickbook online - Financial Reporting for each stakeholder - Debt Management with clear instruction of long overdue debtors - Business Valuation (Famous one is DCF) - Business policies mapping and Business Process Reengineering - Business Process Automation

Financial Reporting
Accounting
General Ledger
Financial Accounting
GAAP
Financial Statement
Business
Compliance
International Financial Reporting Standards
Financial Modeling
Valuation
Bookkeeping
Microsoft Excel
$35 hourly
- 5.0/5
- (5 jobs)
Looking for a professional to simplify and streamline your employee onboarding process? I specialize in providing full onboarding support, from creating offer letters and orientation templates to developing onboarding checklists and engagement strategies. I focus on delivering tailored solutions that ensure your new hires feel welcomed and ready to contribute. What I Offer: Comprehensive Onboarding Support: End-to-end support, including drafting offer letters, creating templates for new hire documents, orientation materials, and onboarding workflows. I ensure all processes are clear, efficient, and easy to implement. Employee Engagement Tools: Develop strategies and resources to help new hires feel connected and engaged right from day one. Remote Assistance for Onboarding: I bring remote work expertise, ensuring seamless onboarding support for both in-office and distributed teams. Why Choose Me? Support-Level Expertise: I offer affordable project support at a $25/hour rate, perfect for businesses needing practical, foundational assistance. Attention to Detail: I ensure every step of your onboarding process is professional, efficient, and aligned with your organization’s goals. Proactive & Reliable: I prioritize smooth onboarding experiences that help new hires integrate quickly and effectively. Experience Highlights: Created offer letters, onboarding templates, and procedures that streamlined hiring processes. Designed orientation programs and resources that improved new hire engagement and retention. Supported remote onboarding for distributed teams, ensuring consistent and effective integration. Skills & Services: Full Onboarding Support Offer Letters & Templates New Hire Orientation Resources Onboarding Checklist Creation Employee Engagement Strategies Remote Onboarding Assistance Procedure Documentation Let’s Work Together! Whether you’re a small business building your onboarding process or a growing company looking for extra support, I can help create a streamlined, engaging experience for your new hires. Let’s connect to discuss your needs and how I can support your success!

Financial Reporting
LinkedIn Development
Budget Management
Business Writing
Business Plan
Marketing
Change Management
Marketing Strategy
Human Resource Management
Marketing Advertising
Brand Management
Executive Support
Administrative Support
HR & Business Services
$35 hourly
- 5.0/5
- (18 jobs)
You have a business to run. Leave the books to me. As a Certified Quickbooks ProAdvisor and owner of Precision Bookkeepers, I am now taking additional clients on the Upwork platform for individual and recurring services. My business primarily works with clients in the US, so don't let my location fool you. I also have clients in Canada and the UK. I am proficient in QB Online and have experience using it with DEXT, Hubdoc, Bill.com, Synder, PayPal, BnB Tally, and Stripe. Qualifications: QBO ProAdvisor, QBO Advanced ProAdvisor, Intuit Bookkeeping Professional Certificate Currently, I am serving my clients with the following areas of expertise: Company set up in Quickbooks online. Professional Chart of Accounts. Set up of Customers, Vendors, and Products & Services list. Recording and Categorization of transactions in QuickBooks Online. Maintaining Accounts Receivable and Payables. Creating Invoices and Bills in Quickbooks Online. Bank and Credit Card reconciliation. Adjusting entries Payroll management Monthly, quarterly, and yearly financial reports Financial Analysis Monthly Bookkeeping in QuickBooks Online Other bookkeeping services as required by the client in QuickBooks Online. Please contact me if you have any questions about a project. Kind Regards, Yanka

Financial Reporting
Chart of Accounts
General Ledger
Light Bookkeeping
Account Reconciliation
Accounting
QuickBooks Online
Payroll Reconciliation
Accounting Basics
Bank Reconciliation
Accounts Payable
Bookkeeping
Accounts Receivable
Intuit QuickBooks
$55 hourly
- 4.9/5
- (26 jobs)
Financial Accountant and Tax professional (Canadian tax advisor for individuals & businesses) I have thorough understanding of Ecommerce finance, financial reporting, financial modelling & Analysis and management accounting gained over the past decade I am a reliable, diligent, efficient and a versatile worker. A Chartered accountant (ACCA equivalent of CPA) My specialties are: Financial Modelling &Analysis Financial reporting Payroll Services Financial statements preparation Budgeting and cashflow management Strategic planning Canadian Tax filing (Individuals and Businesses) I am a responsible and capable individual who has demonstrated professionalism and enthusiasm in all previous roles I am confident and an excellent communicator. Proficient in SAP, Quickbooks, Xero, Microsoft packages and Power bi Ask me about anything finance!

Financial Reporting
Tax Planning & Advisory
Taxes
Intuit Proconnect Tax
Tax Strategy
Corporate Tax
Tax Return
Tax Preparation
Strategic Plan
Financial Analysis & Valuation
Financial Modeling
Management Accounting
Bookkeeping
Financial Variance Analysis
Financial Accounting
$40 hourly
- 5.0/5
- (1 job)
Are you grappling with business finances and cash flow challenges? Feeling overwhelmed by tax regulations? Unsure where your business stands due to confusing numbers? You're not alone! Many business owners face these hurdles. But here's the good news: with the right guidance, you can turn these challenges into strengths. With over a decade of experience as a CPA specializing in business financial consulting, I'm here to help you master your finances and achieve your business goals. Poor financial management, including issues like poor cash flow, inadequate accounting practices, and insufficient financial planning, is a leading cause of business failure. I specialize in solving these challenges through tailored accounting and advisory services: 💸 Effective Cash Flow Management: Implement tools and strategies to track cash flow, forecast budgets, and optimize payment terms for steady cash flow management. 💰 Navigating Tax Compliance: Stay updated on tax laws, prepare accurate tax returns, and minimize tax burdens through strategic planning. 📈 Enhancing Financial Reporting: Establish robust accounting systems, train staff in financial reporting, and conduct regular audits for accuracy. 💲 Customized Financial Strategies: Develop tailored financial plans aligned with your business goals, advise on financial metrics, and optimize performance. ⚖️ Streamlining Accounting Processes: Implement automation tools, standardize procedures, and ensure best practices for efficiency and accuracy. 📑 Ongoing Financial Advisory: Provide continuous support, conduct financial health check-ups, and offer strategic advice for confident decision-making. Imagine having a clear financial plan and the peace of mind that comes with expert guidance. Let's help you out !

Financial Reporting
Business Coaching
Nonprofit Industry Consulting
Tech & IT
Business Consulting
Performance Measurement
Internal Control
Financial Modeling
Financial Management
Cash Flow Analysis
Forecasting
Budget
Financial Analysis
Financial Planning
Strategic Planning
$40 hourly
- 5.0/5
- (5 jobs)
- Excellent writer and proofreader/spellcheck - Experienced in Commercial Finance - Experienced in Financial Reporting - Experienced in Business Management

Financial Reporting
English
Management Skills
Light Bookkeeping
Financial Statement
Writing
Filing
Business
Writing Critique
Commercial Lending
Database
Customer Experience
Microsoft Excel
$45 hourly
- 5.0/5
- (1 job)
Greetings! Are you in need of a seasoned Business & Financial Consultant with a diverse background across multiple industries? Your search ends here! With over 5 years of experience in Finance, I've traversed the realms of technology, insurance, and private lending companies, gaining invaluable insights and honing my skills along the way. Holding a Master's degree in Risk Assessment and Management in Finance and Insurance, I bring a unique blend of expertise to the table, ensuring meticulous attention to detail and a deep understanding of risk management principles. Here's what sets me apart: 1. Comprehensive Financial Analysis: My extensive experience enables me to dissect complex financial data and provide actionable insights tailored to your specific needs, whether it's optimizing budgets, forecasting future performance, or assessing investment opportunities. 2. Risk Management Expertise: Armed with a solid foundation in risk assessment and management, I approach every project with a keen eye for identifying potential risks and implementing strategies to mitigate them, safeguarding your financial interests. 3. Professionalism and Reliability: As a responsible and trustworthy professional, I prioritize delivering high-quality work that exceeds expectations. You can count on me to maintain open communication, meet deadlines, and uphold the highest standards of professionalism throughout our collaboration. Services I Offer: - Financial Planning & Analysis - Budgeting & Forecasting - Risk Assessment & Management - Financial Modeling - Business Strategy Development - Investment Analysis - Monthly/Quarterly Financial Reporting - Data Analysis & Visualization Why Choose Me? - Proven Track Record: I have a demonstrated history of delivering results-driven solutions tailored to each client's unique needs, helping them achieve their financial goals. - Effective Communication: Clear and prompt communication is key to successful collaboration, and I pride myself on maintaining transparent and responsive communication channels. - Client-Centric Approach: I take the time to understand your specific requirements and objectives, ensuring that the solutions I provide are aligned with your vision and goals. Let's work together to optimize your financial strategies and drive sustainable growth for your business. Reach out today to discuss how I can support your finance-related endeavors!

Financial Reporting
IBM SPSS
SAP
Marketing Strategy
Social Media Management
Data Analysis
Data Entry
Virtual Assistance
Payroll Accounting
Business
Business Analysis
Bookkeeping
Finance & Accounting
Payroll Reconciliation
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