Hire the best Financial Reporting Specialists in Colorado
Check out Financial Reporting Specialists in Colorado with the skills you need for your next job.
- $60 hourly
- 5.0/5
- (15 jobs)
Welcome! My name is Jennifer Salankey, I offer virtual bookkeeping services. My services as a professional bookkeeper are tailored to meet the needs of individuals, entrepreneurs, start-ups, and small businesses. I am able to work quickly and accommodate your busy schedule. I will devote my full attention to your business. In my business, your satisfaction, finances and privacy are of utmost importance. The responsibilities of being a business owner are already overwhelming. You can count on me to get your books back on track if they are out of order. I am available to guide you through the setup process if you are considering QuickBooks Online for the first time, or converting an existing account. Are you looking for someone to maintain your already fine-tuned books? I offer monthly and weekly maintenance services. Only pay for what you need!Financial Reporting
NonprofitAccount ManagementQuickBooks OnlineAccounts Receivable ManagementAccount ReconciliationMicrosoft ExcelBookkeepingAccounts PayableAccounts ReceivableBank ReconciliationBalance SheetIntuit QuickBooks - $75 hourly
- 5.0/5
- (13 jobs)
⭐I Build Healthy Finance Departments/Systems for Startups & High Growth Ventures⭐ I'm a senior finance and operational leader with a strong background in strategic decision-making and tactical analysis. With extensive experience in financial modeling, forecasting, and fundraising support, I understand the critical role that finance plays in driving organizational success. My expertise lies in cash flow planning and extending runway, allowing businesses to navigate financial challenges effectively. Furthermore, I'm an absolute wizard when it comes to spreadsheets and financial modeling. Creating good models and analysis is much more than just showcasing advanced spreadsheet skills, but requires understanding the goals of senior leadership and then incorporating the facts on the ground, trajectory of the business and environment to create effective financial tools. 🚩Here's a quick overview of what I bring to the table🚩 ✅ [FINANCIAL MODELING & FORECASTING] My proficiency in creating sophisticated financial models and forecasts has been instrumental in securing substantial financing and optimizing financial performance. ✅ [STRATEGIC PLANNING & DECISION MAKING] I excel in making informed strategic decisions by analyzing complex financial data and market trends, ensuring the financial health and growth of the organizations I have served. ✅ [FINANCIAL ANALYSIS & REPORTING] I have a knack for dissecting financial data to derive actionable insights, which I communicate effectively through comprehensive reports and presentations to stakeholders, management, and investors. ✅ [STAKEHOLDER RELATIONS] I have a strong track record of building and maintaining collaborative relationships with internal and external stakeholders, earning their trust and confidence in financial matters. ✅ [OPERATIONAL OVERSIGHT] My ability to streamline operations, improve efficiencies, and enhance financial controls has consistently extended organizational runway and profitability. ✅ [DIGITAL TOOLS] I am proficient in utilizing a wide range of digital tools and software to streamline financial processes and enhance data-driven decision-making. ✅ [INTERPERSONAL SKILLS & COMMUNICATION] I possess strong interpersonal skills, which enable me to collaborate effectively with cross-functional teams and communicate complex financial concepts in a clear and concise manner.Financial Reporting
AccountingEntrepreneurshipStakeholder ManagementCommunication SkillsGoogle SheetsMicrosoft ExcelSpreadsheet SkillsBudget PlanningStrategic PlanningLean StartupStartup ConsultingFinancial AnalysisForecastingFinancial Modeling - $60 hourly
- 4.8/5
- (48 jobs)
As a Chartered Accountant (CA), CPA, BBA graduate, and Certified QuickBooks ProAdvisor with over 18 years of experience, I bring extensive expertise in accounting and finance. My primary area of expertise is in NetSuite implementation, where I have substantial experience. I am an advanced user of QuickBooks Products, Xero, Waves Accounting, Peachtree, GnuCash, and Odoo. I am also proficient in Microsoft Excel and platforms like Amazon FBA, Shopify, eBay, Expensify, A2X, UnaNet, Hubdoc, Hubstaff, Google Drive, and various inventory management tools. I keep updating my productivity tech stack regularly. Currently, using ClickUp, Monday.com, Asana, miro, and Slack for communication. My core competencies include: - Expertise in NetSuite implementation, tailoring solutions to business needs. - Financial analysis, modeling, forecasting, budgeting, reporting, bookkeeping, and project accounting. - Seamless integration of accounting systems like QuickBooks & Xero with various platforms. - Proficient use of Microsoft Excel for solving complex accounting issues. - Effective use of Google Sheets for collaborative work. - Handling diverse US tax assignments for various entities. - Formulating comprehensive policies for Accounting, Admin, HR, and Management. I am known for my reliability, promptness, quick learning ability, meticulousness, and unwavering commitment to integrity. My focus is always on fully realizing your objectives, with complete customer satisfaction as my end goal.Financial Reporting
Sage IntacctCPABookkeepingFinancial AnalysisBusiness PlanFinancial AccountingOracle NetSuiteBudget ManagementMicrosoft ExcelIntuit QuickBooks - $250 hourly
- 4.9/5
- (319 jobs)
Alex Oware is the Founder and Principal of O & G Tax and Accounting, a full-service accounting, tax advisory, and legal services firm. With over a decade of experience, Alex provides expert financial and legal guidance to individuals and businesses globally. His practice focuses on tax preparation, accounting, bookkeeping, business formation, immigration law, and tax resolution services. Alex is a dual-qualified professional, holding both a Certified Public Accountant (CPA) license and a Juris Doctorate (JD), allowing him to represent clients in tax, accounting, and legal matters with exceptional proficiency. He is admitted to practice in multiple courts, bringing a broad range of expertise to his clients. Practice Areas: • Tax Representation: Representation before the IRS and state revenue departments, including: o Sales/Use Tax Audits o Income Tax Audits o Franchise and Income Tax Nexus Reviews o Cross-Border Taxation o Tax Residency and Domicile Issues o Penalty Abatement and Waiver Requests o Payment Options and Installment Agreements • Immigration Law: Comprehensive legal services for immigration-related cases, including representation before the EOIR and BIA. • Tax Court Representation: Skilled representation in disputes before the United States Tax Court. • E-Commerce Arbitration: Resolving disputes related to online commerce, including sales and contractual disagreements. • Frozen/Restricted Fund Recovery: Assisting individuals and businesses in recovering restricted or frozen funds in compliance with legal requirements. • Tax Preparation and Resolution: Comprehensive guidance on U.S. tax filing obligations, penalty resolution, and back tax settlements. • Accounting and Bookkeeping: Financial management strategies to optimize profits and maintain compliance. • Business Formation and Dissolution: Fast, reliable entity formation, incorporation, restructuring, and dissolution services. Court Authorizations to Practice: • U.S. District Court for the District of Colorado • United States Tax Court • Executive Office for Immigration Review (EOIR) • Board of Immigration Appeals (BIA) Certifications and Memberships: • Certifying Acceptance Agent: Authorized to assist U.S. resident and non-resident aliens, as well as foreign taxpayers. • Member of: o California State Bar o American Immigration Lawyers Association (AILA) o AILA Colorado Chapter o California Lawyers Association o Massachusetts Society of CPAs o Colorado Society of CPAs o National Society of Black Certified Public Accountants, Inc. Published Works and Media Features: Alex has been featured in major publications such as The Denver Post, The Wall Street Journal, Bloomberg Businessweek, Yahoo News, and U.S. News & World Report. He has authored several widely-read articles on U.S. tax and accounting topics, including: • USA–India F-1 & J-1 Tax Treaty (Students & Business Apprentices) • 7 Common Questions About Foreign-Owned U.S. LLCs Answered—by a CPA • How to File Forms 5472 and 1120 for a Foreign-Owned Single-Member LLC • Amazon Foreign Sellers, U.S. Taxation, and 1099-K Reporting • 15 Common Questions About Expatriation, Form 8854, and the Exit Tax—Answered by a CPA Global Clientele: With expertise in international taxation and law, Alex serves clients from around the world, including countries such as: • India • Canada • United Kingdom • Germany • China • Turkey • Argentina • Mexico • Singapore • Pakistan Firm Philosophy: At O & G Tax and Accounting, Alex provides personalized, results-driven service. As a small firm, O & G focuses on building long-term relationships with clients and offering tailored solutions to meet each individual or business's financial goals.Financial Reporting
Business ManagementCorporate TaxBusiness ValuationBusiness AnalysisCorporate FinanceIntuit QuickBooksFinancial AccountingFinancial AuditMicrosoft Excel - $75 hourly
- 5.0/5
- (1 job)
Are you struggling to keep your construction or engineering projects' finances in order? As an expert project bookkeeper specializing in the construction and engineering industries, I am here to streamline your financial processes, solve accounting challenges, and keep your projects on budget and on track. Why Choose Me? Industry Expertise: With over 5 years of experience in engineering bookkeeping, I understand the unique financial challenges this industry faces, from tracking project costs to managing complex billing cycles and job costing. Tailored Solutions: I specialize in providing customized bookkeeping solutions that address the specific needs of construction and engineering firms. Whether it's cost accounting, budgeting, or financial reporting, I tailor my services to fit your projects. Efficient Cost Management: I excel at managing and tracking expenses, ensuring accurate job costing and budget control. My expertise helps you avoid overruns and maximize profitability by maintaining a clear and precise financial picture. Streamlined Invoicing and Billing: Say goodbye to invoicing headaches. I handle everything from creating detailed progress billing invoices to managing accounts receivable, so you get paid on time, every time. Regulatory Compliance: Navigating the complexities of industry regulations can be daunting. I ensure your financial practices comply with relevant standards, reducing the risk of costly penalties and keeping your business in good standing. Services Offered + Project-based financial planning and analysis + Detailed job costing and profitability analysis + Accurate budgeting and forecasting + Progress billing and contract management + Payroll and subcontractor payment management + Comprehensive financial reporting and analysis + Tax preparation and compliance assistance + Receipt management and organization Client Success Stories Project Turnaround: Helped an engineering firm reduce project costs by 15% by implementing more effective budgeting and tracking systems, turning a struggling project into a profitable venture. Efficient Cash Flow Management: Enabled an engineering company to improve cash flow by streamlining their invoicing process, resulting in faster payments and reduced accounts receivable days. This client saw their net income increase by 125% after my first year as their remote Controller and over 700% after my second year! Let’s Work Together! My mission is to empower construction and engineering companies by providing reliable and accurate bookkeeping services that make a tangible difference. Whether you're a small contractor or a large engineering firm, I'm here to help you achieve financial clarity and success. Let’s transform your project accounting challenges into opportunities for growth! All work is completed by ME, in my home office in Colorado, so you can rest assured the work will not be outsourced to someone else.Financial Reporting
Personal BudgetingExpense ReportingJob CostingQuickBooks OnlineAccounts Receivable ManagementMicrosoft OfficeBudget PlanningBank ReconciliationMicrosoft ExcelPayroll AccountingAccountingAccounts PayableBookkeepingIntuit QuickBooks - $45 hourly
- 5.0/5
- (8 jobs)
I am a seasoned accounting and tax professional with 𝟭𝟬+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲, including more than 6 years at PwC, one of the prestigious 𝗕𝗶𝗴 𝗙𝗼𝘂𝗿 𝗳𝗶𝗿𝗺𝘀 𝗶𝗻 𝘁𝗵𝗲 𝘄𝗼𝗿𝗹𝗱. I have worked at senior managerial levels across various U.S. companies. My extensive background in accounting, taxation & auditing equips me to simplify your financial life, no matter how complex the challenges are. When you work with me, you’ll have a partner who brings integrity, reliability, and the expertise to handle all your accounting and tax needs seamlessly. From setting up your accounts—whether in Excel, QuickBooks Online (QBO), Xero, Wave, FreshBooks, Zoho Books, or any other platform—from scratch to resolving intricate accounting issues, I ensure that your books are not just accurate but also insightful, empowering you to make the best business decisions. I specialize in creating robust financial systems that provide clarity and drive informed decision-making. 𝙒𝙝𝙖𝙩 𝙄 𝙊𝙛𝙛𝙚𝙧: - 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 𝗶𝗻 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗮𝗻𝗱 𝗢𝘁𝗵𝗲𝗿 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲: From setup to ongoing management, I customize the software to fit your business perfectly. - 𝗘𝗻𝗱-𝘁𝗼-𝗘𝗻𝗱 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Whether you’re starting fresh or need cleanup, I deliver efficient, worry-free service. - 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 & 𝗣𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻:I don’t just prepare taxes; I strategically plan to minimize liabilities and optimize your financial outcomes. - 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: As your trusted financial advisor, I offer high-level expertise to drive your business forward. - 𝗖𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗔𝘂𝗱𝗶𝘁𝗶𝗻𝗴 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀:: I provide thorough and insightful audits, identifying areas for improvement and ensuring your financial statements meet all compliance standards. Your trust is my priority, and I operate with the utmost integrity. 𝕎𝕙𝕪 ℂ𝕙𝕠𝕠𝕤𝕖 𝕄𝕖? I have a proven track record of streamlining accounting operations and optimizing tax strategies, saving my clients both time and money. With my experience working on complex financial structures at PwC, I bring a level of precision and strategic thinking that sets me apart. Let's work together to handle your accounting needs so you can focus on growing your business. Ready to make your accounting and tax worries a thing of the past? Reach out, and let’s create financial success together!Financial Reporting
GustoTax PreparationTax ReturnInternational Financial Reporting StandardsFinancial ModelingQuickBooks OnlineXeroFinancial AccountingBookkeepingAccounting SoftwareBalance SheetFinancial ProjectionMicrosoft ExcelIntuit QuickBooks - $50 hourly
- 5.0/5
- (2 jobs)
Over 15 years experience accounting and reporting of investment companies primarily focus on investment company audit and other SEC filings. Expert in all regulatory requirements of investment companies, including US GAAP, Regulation S-X, liaising with clients and audit firms on all audit areas from planning to execution and implementation of new requirements. Strong understanding of all other aspects of the day-to-day accounting of investment companies, including complex asset types and structures, valuation, budgeting, and IRS and SEC compliance. Besides my expertise in back-office accounting and administration of investment companies, I have earned the FP&A certificate showing proficiency in financial reporting, modeling, budgeting. Have extensive use of excel, SQL databases, and other accounting and reporting platforms. I can either build custom templates for your needs or utilize templates that I have created My goal is to provide value to those that can utilize my expertise. Also, I am interested in increasing my knowledge, challenging myself, and providing value.Financial Reporting
Strategic PlanFinancial AnalysisFinancial PlanningFund AccountingForecastingFinancial ModelingFinancial ReportMicrosoft Excel - $35 hourly
- 4.7/5
- (139 jobs)
IRS-authorized Tax Preparation, EFIN & PTIN Holder & e-filing Expert | Certified QuickBooks ProAdvisor | Virtual CFO As a highly skilled virtual CFO and US tax returns specialist, a highly regarded CPA, tax preparer, and filing expert with extensive U.S. tax filing, planning, and consulting expertise, I deliver comprehensive financial management solutions that transform complex financial challenges into strategic opportunities. With 10+ years of financial advanced knowledge, I Specializing in tax preparation, assistance, advice, consulting, research, and bookkeeping as well as in providing comprehensive financial management solutions to businesses and individuals, including those in the e-commerce and cryptocurrency sectors and providing nuanced financial leadership across diverse industries including E-commerce, real estate, health care, and Telecommunications. I'm also a certified tax professional with a PTIN, proficient in US taxation, and experienced in preparing and filing various tax forms. Key Services: 1. US Tax Expertise: - Expert in Individual Tax Returns 1040, 1040NR & Business Tax Returns 1120, 1120S, 1065, 5472, 5471, 990EZ, FBAR - Payroll tax management (Form 941/944, W2 preparation) - Tax planning, US taxation services , Tax filing , Tax Strategies and compliance for businesses and individuals 2. Virtual CFO & Financial Advisory: - Strategic financial analysis and forecasting - Risk management and business process optimization - Industry experience: E-commerce, FMCG, Banking, Telecommunications, and more 3. Accounting & Bookkeeping: - Certified in QuickBooks, Xero, Microsoft Dynamics 365 - Monthly bookkeeping and financial statement preparation (QuickBooks) - Data Migration and Cleanup - US GAAP and IFRS compliance 4. Specialized Financial Services: - Financial Forecasting and Budgeting - Financial Reporting and Analysis - Standard Operating Procedures (SOPs) design - Business process reengineering - Cost Accounting and Variance Analysis 5. Software Proficiency: - QuickBooks, Xero, Microsoft Dynamics 365 Business Central & Finance & Operations - MYOB, Oracle NetSuite, SAP Business One, and more - Advanced QuickBooks Features and Functionality 6. Payroll Management: - Setup and ongoing management using Gusto and other platforms (QuickBooks) 7. Compliance & Reporting: - US GAAP and IFRS adherence - External auditing support As your trusted tax preparer, EFIN & PTIN holder, Virtual CFO, and financial advisor, I'm committed to delivering exceptional service and ensuring your financial success. Let's discuss how I can assist with your tax, accounting, and strategic financial needs. Let's Connect and Discuss Your Financial Needs.Financial Reporting
Tax PreparationNetSuite AdministrationCPAFinancial AnalysisMicrosoft Dynamics 365QuickBooks OnlineGAAPBookkeepingBudget ManagementAccounts ReceivableBalance SheetAccounts Payable - $50 hourly
- 5.0/5
- (10 jobs)
I’m Katie Burke, a freelance bookkeeper based in Golden, CO. I am a certified Quickbooks ProAdvisor and I help small business owners and wellness providers manage their finances using Quickbooks Online. I do this because I believe the best service comes from a calm and energized state of mind. Setting up and maintaining financial records can be a significant source of stress for a growing business. Consider hiring me to take care of your bookkeeping so you can have more time to do what you’re in business to do! My goal as your bookkeeper is to get your financials tax ready. I will keep things clean and organized by categorizing transactions, cleaning up your chart of accounts, keeping track of your bills and invoices, and running and deciphering your financial reports as needed. I am available to you for one-time cleanup services, as well as for ongoing monthly bookkeeping. What other benefits do you get from hiring me as your bookkeeper? I can: - Help you identify where your 'money leaks' are - Improve and stabilize cash flow - Help you increase and understand your profit - Keep things organized and ready for a tax season - Save you hours of time! Here’s how it works when you hire me. First, you’ll add me to your Quickbooks Online file. Then I’ll send over a Quickbooks Online checkup and custom proposal that meets your exact needs. Finally, you’ll hire me here on Upwork and I’ll start cleaning up your books!Financial Reporting
Financial ReportAdministrative SupportStrategic PlanProofreadingInvoicingQuickBooks OnlineCommunication SkillsExpense ReportingPersonal BudgetingBalance SheetBookkeepingData EntryBank ReconciliationIntuit QuickBooks - $100 hourly
- 5.0/5
- (2 jobs)
I work in capital markets for commercial real estate. I focus on analysis for development and transitional assets. I have experience working with hundreds of capital providers for dozens of client relationships. I am very knowledgeable in property underwriting, cash flow analysis, property marketing and transaction management. My goal is to always help my clients obtain the best solutions while supporting their business plan. If it's related to the capital stack or real estate analysis, I can help! - I pride myself in clear and specific communication - Ability to meet deadlines and prioritize client needs - Detail in analysis to support work and client objectivesFinancial Reporting
CalculationData AnalysisUnderwritingCapital MarketsBusiness PresentationConstructionCash Flow AnalysisCold CallingFinancial ReportPitchbookFinancial AnalysisMicrosoft ExcelFinancial Modeling - $50 hourly
- 5.0/5
- (2 jobs)
My master skill is creating SOPs (Standard Operating Procedures), Training Documents, HR Documents, incl onboarding checklists and templates, contracts. **Getting Things in Gear:** I'm an experienced Operations Manager and Strategist who's all about making things work seamlessly. From crunching numbers for financial reports to analyzing data, handling procurement, and keeping HR in check, I've got a knack for handling the nitty-gritty, whether it's in retail or the tech world. I've been a driving force behind smoother operations, growth, and smart strategies. **Turning Numbers into Gold:** I've got a secret power – turning data into real action. I'm all about using data to make the right calls, even up in the C-suite. Those fancy dashboards and reports - I create them to keep things running like a well-oiled machine and steer us towards success. **Leading the Virtual Troops:** When it comes to managing teams from afar, I'm the go-to person. I've shown that I can handle remote teams like a pro, making sure everything flows without a hitch. Got a problem? I'm your solution-finder, and I'm all about making things better, no matter where the team is. **Making Change Look Good:** Change and I are old buddies. I'm not afraid to shake things up if it means we end up better than before. I've got a knack for improving processes and shaking things up in ways that boost our bottom line and put us ahead in the competition. Quality and improvement? You can count on me.Financial Reporting
Procedure DocumentationProcess DocumentationDocument FormatOperational PlanningHuman ResourcesInvoicingData AnalysisProcess ImprovementCustomer Feedback DocumentationBusiness OperationsBusinessBudgetAdministrate - $95 hourly
- 3.0/5
- (5 jobs)
I would love to bring my 20 plus years of experience to your company. I have been researching and applying for various licenses since 2005. I am well experienced in in the process of obtaining and retaining a license and researching and monitoring regulatory and statutory requirements. My extensive experience with State Regulatory agencies has helped me build strong relationships with State auditors, and regulators. I have experience in both paper licensing and NMLS licensing and maintenance. I have been working in the NMLS almost every working day since it launched in 2008. I am a member of the NMLS industry advisory panel and verry active all the industries hosted within the NMLS. Currently, I oversee and manage a licensing portfolio dedicated to obtaining and maintaining licenses for financial regulatory compliance. I am required to provide guidance to company executives on a variety of issues, including regulatory compliance, licensing, and operational matters. I also oversee and manage the review of policies and procedures, BCM management and testing, and client required security testing. I regularly monitor and create the complex reporting needed to evidence client quality standards are being met and exceeded.Financial Reporting
Financial RiskBusiness ManagementManagement ConsultingOrganizerLimited Liability CompanyBPO Call CenterTax LawComplianceLegal ResearchLicensing - $40 hourly
- 5.0/5
- (7 jobs)
Hello! I’m Rachel, a seasoned property management expert based in Denver, Colorado. With a strong background in both commercial and residential property management, I specialize in optimizing property operations, enhancing tenant/ client satisfaction, and managing complex projects. My expertise includes financial reporting, light project management, and effective client and vendor relationship management. I excel in improving tenant experiences, developing strategic plans, and driving business growth. I am passionate about delivering exceptional results and bringing value to every project. Let’s connect to discuss how I can support your business needs!Financial Reporting
Data VisualizationHuman Resources ConsultingBusiness InnovationSalesBusiness ConsultingCritical Thinking SkillsRisk AnalysisPeople ManagementProblem SolvingData AnalyticsAccounting BasicsProject ManagementCommunicationsProperty Management - $95 hourly
- 3.6/5
- (22 jobs)
With over 15+ years of experience in a variety of accounting positions, I am poised to help you with all of your advanced accounting needs. My extensive knowledge of the accounting cycle and financial statements allows me to help business owners of all sizes build efficient bookkeeping processes designed to automate transactions and produce accurate and meaningful reporting on a regular basis. I'd love the opportunity to work with you too. Ways I can help: - Accounting System Set-up/Consulting - Quarterly & Year End Bookkeeping Review - Bookkeeper Training & Mentorship - Accounting Staff Leadership - Contract Controller - Cash Flow Planning - Contract/Fractional Controller - CPA Document Coordination Some of my current and past clients include: E-Commerce, CBD Manufacturer, Architectural Firm, Real Estate Developer, Interior Designer, Construction Trade Contractor, Property Management Companies, Condo/Home Owner Associations, Engineering Firm, & multiple Professional Service Businesses. Looking forward to speaking with you further about your current business needs.Financial Reporting
ForecastingBookkeepingBusiness ManagementXeroFinancial AnalysisBudget ManagementAccounts ReceivableBank ReconciliationCash Flow AnalysisInvoicingAccounts Payable - $50 hourly
- 0.0/5
- (0 jobs)
I am a certified public accountant with local U.S. and international experience in small to large publicly listed companies. I have over 14 years of professional experience in financial reporting, general ledger accounting, and financial auditing. I am a licensed CPA in the state of Colorado and the Philippines. I am looking for accounting-related part-time work such as bookkeeping, account reconciliations, financial reporting, and financial statement preparation.Financial Reporting
Business AnalysisAccounting Principles & PracticesAccounting ReportAccounting Report CreationCPAFinancial AnalysisBookkeepingQuickBooks OnlineFinancial ReportAccount ReconciliationFinancial AuditSAPBank Reconciliation - $28 hourly
- 5.0/5
- (2 jobs)
Professional, self-starting, and conscientious Administrative Specialist with a demonstrated track record of successfully providing high level administrative support, facilitating operations, and improving quality and efficiencies. Excellent organizational, multi-tasking, and problem-solving abilities with a flexible demeanor to adapt to changing priorities. Keen ability to work well under pressure and organize multiple projects simultaneously, ensuring detailed communication and collaboration with executives, colleagues, and clients in both traditional and remote settings. Proven track record of developing creative solutions, balancing priorities, and meeting established goals with a positive attitude, and the highest level of integrity. • Trusted assistant and right-hand associate for executives, remaining one step ahead of processes and proactively anticipating needs and details. • Strong experience producing high-quality documents, correspondences, spreadsheets, reports, resumes, and presentations.Financial Reporting
TypingOffice AdministrationAdministrative SupportBusiness PresentationCandidate InterviewingGeneral TranscriptionOnline ResearchGoogle CalendarCustomer ServiceFilingTask CoordinationVirtual AssistanceData EntryMicrosoft Office - $135 hourly
- 0.0/5
- (0 jobs)
I am an experienced accountant with 22 years experience in various industries. I am now the owner of Inspired Accounting, LLC a full service Accounting firm. Specific Industries with personal experience include: Drug Rehab Facilities, Construction, SAAS, Distributors, and Health Insurance. 💸we care for our clients personally, and take the same care of your business and finances as if it was our own. 💸Communication is key. You will never struggle to get a hold of us. 💸We will help you focus on growing your business while we help you on the back office Accounting functions. 💸Be it Fractional CFO services, Bookkeeping, Payroll to cash flow management, we are the right team to help you!Financial Reporting
Analytical PresentationBudgetBusiness AnalysisFinancial StatementManagement AccountingAccounts Payable ManagementReport WritingBookkeepingBalance SheetFinancial AuditGeneral LedgerAccount ReconciliationAccountingFinancial Variance Analysis - $150 hourly
- 5.0/5
- (1 job)
I'm a seasoned financial executive with extensive C-suite experience informed by a decade of Wall Street investment banking and equity research work. Whether you're needing a CFO/COO for hire, strategic and financial plan preparation, in-house M&A / special projects execution, or board and investor relations materials - I can help! * I am deeply committed to excellence - I deliver an A+ product - on time, every time * I can work in any industry - I have worked in over 13 different industries and have built a career on quickly moving up sector learning curves * I am passionate about serving as a trusted strategic advisor to CEOs * I efficiently craft strategic plans and budgets that are well-received by regulatory bodies and boards of directors * I am a special projects specialist - portfolio includes selling an insurance business, leading a core software systems conversion, developing a performance management system, and establishing a 401K employee stock ownership plan * I excel at financial storytelling through PowerPoint, analyzing data and distilling into key takeaways custom-tailored to the designated audience * I operate with the utmost level of integrity and ethicsFinancial Reporting
Investment ResearchCorporate StrategyFinancial ModelingInvestment BankingBudget ProposalFinancial Analysis & ValuationFinancial PresentationFinancial PlanFinancial AuditBudgetStrategic PlanningStrategyStrategic Plan - $50 hourly
- 0.0/5
- (0 jobs)
12+ years of progressive roles in Accounting and Finance. Successfully streamlined accounting and operation processes improving efficiency. Essential financial record-keeping services, such as: Accounts Receivable Accounts Payable Bank & Credit Card Reconciliation Data Entry Account Reconciliation Financial Review & Reporting General Ledger Maintenance Payroll Processing Sales Tax ComplianceFinancial Reporting
Excel MacrosExcel FormulaAccount ReconciliationBank ReconciliationMicrosoft ExcelQuickBooks EnterpriseQuickBooks OnlineSales TaxPayroll AccountingAccounts PayableAccounts ReceivableAccountingAccounting BasicsBookkeeping - $40 hourly
- 0.0/5
- (0 jobs)
An experienced accounting professional and accomplished entrepreneur with over 15 years of experience in financial management, business strategy, and operations. As the co-owner of an accounting firm and an e-commerce business, I bring a unique blend of expertise to deliver comprehensive accounting solutions, financial reporting, and strategic consulting. My background includes a strong focus on the oil and gas sector, small business management, and full-cycle accounting. I excel in conducting complex financial analyses, managing internal controls, and overseeing close processes, all while fostering strong client and customer relationships, ensuring operational excellence. I look forward to matching my areas to client needs. Let me navigate the numbers so that you can focus on the bigger picture - growing your business.Financial Reporting
Business Planning & StrategyBudget ManagementBank ReconciliationAccount ReconciliationFinance & AccountingFinanceBookkeepingAccounting - $90 hourly
- 0.0/5
- (0 jobs)
Summary Accomplished finance and accounting leader with over a decade of experience driving growth and efficiency across diverse business environments, from startups to established organizations. Known for strategic decision-making, financial analysis, and leading highperforming teams. Proven success in optimizing processes, enhancing reporting accuracy, and implementing cost-saving measures. Strong communicator with a track record of collaborating effectively with executives and stakeholders to steer company success.Financial Reporting
SaaSFinancial StatementAccount ReconciliationGeneral LedgerPayroll AccountingAccounts ReceivableAccounts PayableCash Flow AnalysisQuickBooks OnlineOracle NetSuiteAccounting - $50 hourly
- 0.0/5
- (1 job)
I'm a highly motivated and results-oriented CPA with over 10 years of experience in all aspects of accounting, from bookkeeping to complex financial reporting. I have a proven track record of streamlining processes, improving accuracy, and ensuring compliance for businesses of all sizes. Here's what I can do for you: - Oversee core accounting functions: Accounts Payable, Accounts Receivable, Cash Management, General Ledger, Payroll, Revenue Recognition, Inventory Management and much more - Prepare accurate and timely financial statements: Monthly, Quarterly, Annual - Manage audits and ensure compliance with GAAP and SOX regulations - Streamline processes and implement accounting software solutions (e.g., NetSuite, QuickBooks Online) - Provide insightful analysis and reporting to help you make informed business decisions - Lead and mentor accounting teams to enhance their skills I specialize in: Public Company Accounting (IPO experience) Startup and Early-Stage Growth Companies Accounting Books Clean Up and First Time Audits Financial Statement Preparation and Analysis Additionally, I possess strong skills in: Financial Systems: MS Excel, Google Sheets, NetSuite, QuickBooks Online, etc. Technical Accounting: ASC 606, ASC 805, ASC 842, ASC 350-40 Communication & Collaboration I'm passionate about helping businesses achieve their financial goals. Let's connect and discuss how I can streamline your accounting operations and provide valuable financial insights.Financial Reporting
Financial AuditPayroll AccountingInventory ManagementQuickBooks OnlineBill.comAccounts Receivable ManagementGeneral LedgerAccounts Payable ManagementOracle NetSuiteAccount ReconciliationRevenue Cycle ManagementBookkeepingGAAPAccounting - $50 hourly
- 0.0/5
- (0 jobs)
ACCOUNTS RECEIVABLE MANAGER Billing & Reconciliation Management | Claims Adjudication & Denial Management | Customer Service & Inquiry Resolution PROFILE SUMMARY Dedicated and results-driven Accounts Receivable and Billing Manager with over a decade of expertise in healthcare and SaaS startup environments. Accomplished in financial reconciliation, billing optimization, and claims management, with a proven history of streamlining processes, enhancing efficiency, and leading effective team training initiatives. Proficient in leveraging tools like Salesforce, Yardi, and Point Click Care to ensure accuracy and operational excellence in billing workflows. Committed to building strong client relationships and delivering exceptional results in financial management and collections. Let’s collaborate to elevate your financial operations!Financial Reporting
Sage IntacctPointClickCareMicrosoft OfficeYardi SoftwareBank ReconciliationSalesforce CPQQuickBooks OnlineDebt CollectionInvoiceMedical BillingPayment ProcessingAccounts ReceivableAccounts Receivable ManagementAccount Reconciliation - $50 hourly
- 0.0/5
- (0 jobs)
Experienced executive finance leader with a proven record growing revenue and enriching profitability. Excels at orchestrating acquisitions, mergers and seamless integrations of business processes and finances. Passionate about lifting employee performance by removing barriers, facilitating training and providing new tools. Keen ability to distill business objectives into actionable plans capable of supporting goals while creating continuity.Financial Reporting
Light BookkeepingMicrosoft ExcelFinancial AnalysisBookkeepingAccounting - $85 hourly
- 0.0/5
- (0 jobs)
I specialize in designing and implementing innovative solutions that streamline business operations, save time, and enhance efficiency. Drawing on my background in management, finance, accounting, and project-based invoicing, I deliver customized solutions that tackle complex challenges and drive measurable results. Process Improvements • Custom Solutions: Created tailored strategies to streamline workflows and reduce manual tasks, working closely with teams and stakeholders to gather requirements and ensure seamless implementation. Achievements include: ○ Payroll entry process time cut from 16 hours to 2 hours. ○ Vendor statement reviews reduced from 8 hours to 1 hour. ○ Intercompany process automation reduced from 12 hours to 1.5 hours. • Automation Expertise: Automated repetitive tasks using tools such as Power Query, Microsoft Power Automate, Power BI, Power Apps, Jet Reports, SharePoint, MS Access, InfoPath and others significantly improving productivity. • Complex Project-Based Solutions: Delivered end-to-end invoicing solutions integrating data from multiple sources (accounting systems, time-tracking tools, and expense sheets) to generate accurate client invoices. Worked across teams to manage projects, test solutions, and continuously refine processes. System Implementations • ERP Transition: Led the migration of 12 entities across the USA, Europe, and Australia from QuickBooks to MS Dynamics 365 Business Central. ○ Managed project timelines, stakeholder coordination, requirement gathering, data migration, and system configuration. ○ Introduced custom fields and tested solutions to meet company-specific needs. • Time Tracking and Expense Integration: Spearheaded the implementation of Replicon, overseeing project management, team training, developer collaboration, and report customization to align with organizational requirements. • Payroll System Upgrade: Facilitated the transition from Workday to Paylocity, managing general ledger setup, API integration with Replicon, solution testing, and stakeholder collaboration. • Broad System Experience: Contributed to numerous implementations in finance, accounting, and operations, ensuring smooth transitions and optimal use of technology. Data Analysis and Reporting • Big Data Handling: Structured and analyzed large datasets spanning multiple countries and entities, delivering actionable insights. • Financial and Operational Reporting : Developed custom reports and dashboards using Power BI, Excel, and PointPoint to support decision-making. • Problem-Solving Through Analysis: Conducted in-depth data analysis to identify inefficiencies and discrepancies, offering actionable solutions and corrective measures to optimize processes and improve accuracy. Why Clients Choose Me With a proven track record of transforming business processes and a knack for learning and adapting to new tools, I deliver solutions that exceed client expectations. My ability to understand complex systems and my commitment to solving problems with precision and innovation ensure outstanding results. Let’s work together to unlock the full potential of your business operations!Financial Reporting
Microsoft PowerAppsSmartsheetFinance & AccountingMicrosoft ExcelMicrosoft SharePointMicrosoft InfopathMicrosoft Power AutomateMicrosoft Dynamics 365Microsoft Power BIPower QueryImplementationData AnalysisDigital TransformationProcess Improvement - $60 hourly
- 0.0/5
- (0 jobs)
With a strong foundation in financial analysis and accounting, I bring over six years of expertise in delivering high-quality financial reports and driving efficient processes. Proficient in advanced tools like Microsoft Excel, Power BI, SQL, Quickbooks and ERP systems such as SAGE and OneStream, I specialize in leveraging data to identify opportunities for process improvement and increased efficiency. I excel in cross-departmental collaboration, creating impactful reports that enhance decision-making and contribute to shareholder value. Key competencies include: Quickbooks Pro Advisor Fixed asset management and depreciation scheduling Month/year-end closings, journal entries, and account reconciliations Financial forecasting and presenting insights to business partners AP process leadership, payroll processing, and PO-related invoice management Expertise in project management and ad hoc financial requests I am passionate about delivering results that support organizational goals, from optimizing reporting processes to improving financial transparency. My ability to balance technical proficiency with strategic thinking ensures I provide value across finance and operations teams.Financial Reporting
Financial ReportFinancial PresentationFinancial ModelingFinancial Analysis & ValuationAccount ReconciliationBank ReconciliationFinancial AnalysisFinancial PlanningBookkeepingAccounting - $80 hourly
- 0.0/5
- (0 jobs)
Mercury Bookkeeping Service is a full service bookkeeping company that helps established small businesses as well as businesses that are just starting out. We know bookkeeping can be stressful, especially while doing everything else that comes with running your own business. When you join the Mercury Bookkeeping Service family, we will always have your back and provide you with timely and accurate financial information, so you can enjoy the life you envisioned when you started your business. * Account Reconciliation * Monthly Financial Reports * Monthly Meeting to Review Financials *QuickBooks Online Set Up *Payroll Processing & Payroll Tax Management * Accounts Payable Management * Accounts Receivable Management *Sales Tax *Historical Clean Up *Cash Flow & BudgetingFinancial Reporting
QuickBooks OnlineSales TaxAccount ReconciliationAccounts Receivable ManagementAccounts Payable ManagementPayroll ReconciliationPayroll AccountingBookkeeping Want to browse more freelancers?
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