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  • $80 hourly

    • 4.9/5
    • (114 jobs)
    "Outstanding Job! Ashley fixed my books quickly and got me back on the right path. She walked me through everything she was doing and set me up to do it on my own moving forward." "Ashley deserves more than 5 stars. We were very impressed with her professionalism and work. Amazing service." ---------------------------------------------------------------------------------- I do bookkeeping setup and cleanup for e-commerce businesses. Whether you're just starting out, just need someone to take over, or feel like you're flying blind - I've got you covered. Here are some of the services I provide: - Set up QuickBooks Online for your business. - Clean up messes left by others or get you caught up on your bookkeeping. - Maintain your books on an ongoing basis, keeping them accurate and up-to-date. - Troubleshoot specific issues or answer questions about bookkeeping for your business If you're in need of bookkeeping help - whether it's a huge mess to clean up or just a quick question, send me a message. I'd love to hear about your business and see what I can do to help.
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    Amazon FBA
    Account Reconciliation
    Chart of Accounts
    Sales Tax
    Accounting Principles & Practices
    Ecommerce
    Accounting
    Shopify
    QuickBooks Online
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Accounting Software
  • $35 hourly

    • 5.0/5
    • (5 jobs)
    I am a strategic, detail-oriented accounting professional with over 10 years of experience in both public and private sectors. As a devoted accountant, I am dedicated to helping small businesses optimize their financial practices and achieve their goals. With expertise in areas such as accounts receivable/payable, reconciliations, payroll, month-end, year-end closing, financial statements, cashflow forecasting, budgeting, and tax planning, I bring a proactive approach to simplifying processes and driving growth. My educational background includes a Bachelor’s in Accounting from the University of South Florida and an MBA in Accounting from LSU Shreveport. I would welcome the opportunity to discuss how I can support your team and contribute to your success.
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    Cost Accounting
    Tax Planning & Advisory
    Sales Tax
    Startup Consulting
    Cash Flow Statement
    Accounts Receivable
    Accounts Payable
    Financial Accounting
    Bookkeeping
    Intuit QuickBooks
    Payroll Accounting
    Bank Reconciliation
    Account Reconciliation
  • $50 hourly

    • 5.0/5
    • (12 jobs)
    EXPERIENCE OVERVIEW: Accounting professional with diversified experience in finance, business management, tax, audit, review and compilation. I have construction industry experience for 20+ years, and have been involved in system conversions and job cost implementation from small to medium size business.
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    Finance
    Construction
    Accounting Basics
    Management Skills
    Accounting Principles & Practices
    Management Accounting
    Financial Statement
    Sage
    Financial Audit
    Balance Sheet
    Accounting
    General Ledger
    Intuit QuickBooks
    Payroll Accounting
  • $89 hourly

    • 5.0/5
    • (16 jobs)
    Hello! I have over 20 years of experience in banking and commercial real estate. First 10 years I spent working in real estate banking and commercial lending (government contractors and medical businesses financing, coupled with asset based lending against A/R and equities). Second 10 years I worked in real estate private equity and fund management. Over $3bn of underwritten, closed and asset-managed CRE across: offices, retail, mixed use, multifamily, senior housing, hotels and real estate developments. I hold a bachelors in accounting, and masters in finance and investment. A few select skills for engagements: Commercial Real Estate: - financial modeling (excel and argus) - due diligence - development (zoning, entitlements, budgeting and re-forecasting) - asset management business plans - equity/debt pitch decks - investment committee (IC) memorandums - leasing/sales comps, research and market analysis C&I - spreading and common sizing financials - industry financial ratio analysis - executive loan committee (ELC) memorandums - negotiating term sheet and procuring loans General: - business pro forma - business plans - project and company presentations - market analysis Tutoring: - banking resume writing and editing - technical and fit interview coaching - university level finance, accounting and real estate courses
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    Accounting
    Microsoft Office
    Business Plan Writing
    Construction
    Commercial Lease
    Pitch Deck
    Research & Development
    Private Equity
    Relationship Management
    Asset Management
    Underwriting
    Microsoft Excel
    Financial Analysis
    Financial Modeling
  • $150 hourly

    • 5.0/5
    • (106 jobs)
    As a Certified Public Accountant (CPA), I understand the challenges you face in navigating the complexities of the tax code. That's why I'm passionate about helping clients like you achieve financial success while ensuring complete compliance with all tax regulations. My mission extends beyond simply filing your taxes. I strive to develop and implement customized tax strategies that not only minimize your tax liability but also maximize your overall financial well-being. I have extensive experience guiding high-net-worth individuals and businesses through the intricacies of the tax system. My expertise encompasses a wide range of tax services, including the preparation of complex tax returns for Partnerships (Form 1065), S-Corporations (Form 1120-S), and Personal Income Tax Returns (Form 1040). I also specialize in state and local tax obligations, such as Sales & Use Tax, Commercial Activity Tax, Franchise Tax, and Business & Occupation Tax, ensuring you meet all your tax obligations at every level. I understand that unforeseen tax issues can arise. That's why I offer comprehensive solutions beyond tax preparation, including assistance with resolving notices from the IRS, state, and local tax authorities. My goal is to minimize penalties and interest while navigating the intricacies of the resolution process to achieve the most favorable outcome for you. Furthermore, I provide comprehensive bookkeeping services, empowering you with valuable financial insights. By working together, we can analyze your financial performance in detail, enabling you to make informed business decisions that drive growth and achieve your financial objectives One of my greatest rewards is assisting entrepreneurs in bringing their business dreams to fruition. I guide them through the process of business formation, ensuring they choose the most advantageous legal structure and establish sound financial and tax reporting systems from the outset. This proactive approach helps to prevent future tax problems and sets a strong foundation for long-term success. I believe in building long-term relationships with my clients, founded on trust and open communication. By partnering with me, you'll gain a trusted CPA committed to providing personalized service and unwavering support as we work together towards your financial goals. I'm excited for our initial call to discuss your specific needs and explore how my expertise can be applied in a beneficial manner.
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    Taxes
    Tax Strategy
    Tax Accounting
    Property Tax
    US Taxation
    Business Consulting
    IRS Income Tax Audits
    Bookkeeping
    CPA
    Tax Law
    Certified Tax Preparer
    Franchise Tax
    Sales Tax
    Tax Planning & Advisory
  • $100 hourly

    • 5.0/5
    • (6 jobs)
    At Huntoon Solutions we strongly believe building and maintaining powerful client relationships is essential. Our clients will experience excellent communication, trustworthiness, and professionalism. We understand the importance of listening to clients' needs, providing proactive guidance, and delivering high-quality service to foster long-term partnerships. Having spent five plus years immersed in the world of accounting, I've acquired a wealth of experience that uniquely positions me to meet the diverse needs of my clients. My journey has equipped me with a comprehensive skill set. Whether it's optimizing strategies, ensuring compliance with regulatory requirements, or offering insights to drive growth, I am dedicated to delivering personalized solutions that empower my clients to succeed in their endeavors. We understand that every business has unique accounting needs. That's why Huntoon Solutions offers customizable services to meet the specific requirements of each of our clients. We work closely with our clients to understand their needs and provide personalized solutions. With extensive experience in Costpoint, Jamis, and Quickbooks, we streamline your financials.
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    Payroll Reconciliation
    ERP Software
    Cost Accounting
    Bookkeeping
    Finance & Accounting
  • $100 hourly

    • 4.7/5
    • (52 jobs)
    I am the owner of the Classic Tax & Accounting CPA. I am a Certified Public Accountant with more than 10 years of experience in tax preparation and accounting. I work with individuals and small businesses from all types of industries. I have professional experience while working as finance manager, audit lead, and accountant for national firm, small business, and government agency. My experience is well diverse. My areas of specialty include tax preparation, accounting & bookkeeping, payroll processing, and financial statements compilation. Following Services are offered by Classic Tax & Accounting CPA: * Tax Return Preparation for Individuals & Small Businesses * Bookkeeping Service * Payroll Processing * Financial Statements Preparation, Compilation * QuickBooks and other Accounting Software Cleanup
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    Fund Accounting
    Tax Strategy
    CPA
    Tax Preparation
    Bookkeeping
    Sales Tax
    Accounting Principles & Practices
    Tax Planning & Advisory
    Tax Law
    Payroll Accounting
    Bank Reconciliation
    Intuit QuickBooks
  • $95 hourly

    • 5.0/5
    • (417 jobs)
    Catch Up, Clean Up, Keeping up and Training for Start-up or Existing Companies. Upwork's #1 MOST Successful Bookkeeper! Quickbooks ProAdvisor "Top Tier Elite Status"! Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 20 years. Also teach Quickbooks to other Accountants, Bookkeepers and Business Owners. Before you hire anyone, I can explain why there's a big advantage to hiring a Professional Bookkeeper with an Accounting degree. Located in the US! Very reliable! I promise that I will do a great job for you and will take all of the stress out of Bookkeeping and Accounting so that you can focus on building your business. Strong organizational, problem-solving and analytical skills. Super-experienced Bookkeeper with an Accounting Degree, who understands the full cycle of business. Able to manage priorities and workflow. Detail-oriented and very self-motivated. Excellent references available! If you need Quickbooks Consulting or Training, please let me know and I can review those rates too. EXPERIENCE: HCG, Inc., FL 9/91 - Present Accountant / Full Charge Bookkeeper / Quickbooks / Excel and Word Professional Client base consists of established Certified Public Accounting Firms, Ecommerce companies including Ebay Powersellers/Amazon Sellers/Etsy Sellers/Shopify Stores, Start-Ups, Personal Accounting, Real Estate Investors, Property Management Companies, Designers, Attorneys, Manufacturers, Importers, Restaurants, Investment Fund Companies, Executive Recruiters, Physicians, Healthcare Facilities, etc. • Responsible for all Accounting and Bookkeeping functions including Sales Tax Report filings, Daily Accounts Reconciliation, Financial Reporting, Bank Reconciliations, Accounts Receivable, Accounts Payable, Budgeting, Cash Flow Planning, Inter-company Accounting, Inventory and Account Analysis Reporting. • Eliminated Accounts Payable inaccuracies by implementing GL coding systems and documentation protocols. • Preparation of the year-end corporate tax returns and Sales Tax audits. Have also assisted with Forensic Accounting projects. • Audited Accounts Payable invoices and continually located errors in Vendor billing. • Sourced new Vendors and also negotiated current pricing that resulted in 25 to 40 percent savings. • Developed systems for automating office functions to assure that the companies are operating efficiently. • Excel, Word and Quickbooks Trainer, specializing in applications and business systems.
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    Accounts Payable Management
    QuickBooks Online
    Cost Control
    Employee Training
    Business Consulting
    Financial Accounting
    Bookkeeping
    Account Reconciliation
    Intuit QuickBooks
    Bank Reconciliation
    Microsoft Excel
  • $150 hourly

    • 5.0/5
    • (7 jobs)
    I am an experienced CPA with public accounting experience. I love to implement technology to streamline and improve accounting processes. I ran my accounting business for 18 years, providing CFO-level expertise and management guidance for small to medium businesses. I specialize in accounting systems, taxes for individuals, corporations, partnerships, M & A, and SEC financial reporting. I am hands on, willing to do whatever task is needed to complete a project. I have worked on a team to take two companies public and have team management experience. I have consolidated foreign companies in England, Canada, Norway, and the lesser Antilles with currency conversion, and I have worked with VAT, GST, and PST taxes.
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    SEC Reporting
    QuickBooks Online
    Mergers & Acquisitions
    Accounting Software
    CPA
    Corporate Tax
    Sales Tax
    Microsoft Office
    Bank Reconciliation
    Oracle NetSuite
    Tax Preparation
    Intuit QuickBooks
    Financial Report
    Tax Return
  • $85 hourly

    • 4.7/5
    • (0 jobs)
    Certified Public Accountant with over a decade of experience in general, public and corporate accounting. Knowledge of financial statement preparation in accordance with GAAP principles, tax compliance, general ledger and bank reconciliations, A/P, A/R, payroll, fixed assets and cash management.
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    Tax Accounting
    Financial Analysis
    Microsoft Excel
    Accounts Receivable
    Bookkeeping
    Accounts Payable
    Payroll Accounting
    Tax Return
    Accounting
  • $45 hourly

    • 5.0/5
    • (4 jobs)
    I have been a bookkeeper for 20 plus years and have owned my own bookkeeping business for 18 plus years. I have many different types of clients and work in all types of industries. I mainly use Quickbooks on-line. I am able to do constructions accounting, law firm, subcontractor, job costing, as well as create budgets and projected budgets. I am patient in explaining profit and loss reports and balance sheets and getting a company organized and ready for tax season. I can easily maintain payroll through quickbooks payroll services, I have both Mac and PC and desk top version of both Mac and PC Quickbooks as well as a discount on Quickbooks on-line. I am able to set up a company from scratch or bring over and existing company. I can communicate daily, weekly, bi-weekly, monthly or quarterly. No job is too big or too small. I am organized and proficient. I wish everyone good luck.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Accounts Payable Management
    QuickBooks Online
    Payroll Accounting
    Financial Accounting
    Balance Sheet
    Accounting Basics
    Accounting Software
    Accounts Receivable
    Bank Reconciliation
    Data Entry
    Transaction Data Entry
    Bookkeeping
    Cash Flow Statement
    Intuit QuickBooks
  • $85 hourly

    • 5.0/5
    • (4 jobs)
    I specialize in the bookkeeping and accounting solutions which including the following: - Accounts receivables and collections; - Accounts payables and payments; - Chart of accounts set-up and maintenance; - Organizing/tagging/classifying transactions; - Reconciling bank statements and credit cards; - Submitting payroll; - Preparing journal entries; - Creating and reviewing budget to actual analysis; - Implementing accounting processes and workflows; - Providing complete and accurate month end financial statements (balance sheet, profit and loss, cash flows); - Reporting on trends and key performance indicators; and - Providing summarized reports for management
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    Financial Modeling
    Marketing Audit
    Financial Analysis
    Bookkeeping
    Accounting Basics
    Month-End Close Assistance
    Zoho Books
    Financial Projection
    Microsoft Excel
    Intuit QuickBooks
    Financial Report
  • $50 hourly

    • 5.0/5
    • (25 jobs)
    Hello! I am an experienced Financial Analyst with excellent excel skills (top 5% on LinkedIn). Before I started freelancing, I worked predominantly in corporate Finance where my days revolved around Microsoft Excel and Google Sheets, so I have decided to use these skills to help others with their own business needs. I have managed extremely large data sets (200k+ rows) and am very comfortable performing manipulations and creating financial reports and analysis. Although I specialize in building new financial models, I also troubleshoot pre-existing reports and datasets. If you need help with your own project, please get in touch as I would be more than happy to assist. I am available to discuss the details via email, phone or text - whatever is most convenient for you. Thank you.
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    Automation
    Financial Modeling
    Financial Planning
    Data Visualization
    Financial Variance Analysis
    Financial Analysis
    English
    Data Analysis
    Spreadsheet Software
    Data Scraping
    Analytical Presentation
    Data Entry
    Microsoft Excel
    Microsoft Office
  • $35 hourly

    • 5.0/5
    • (8 jobs)
    I am a certified QuickBooks ProAdvisor and my main focus is QBO but I work with Wave Accounting, Xero, Odoo, Gusto, ADP, Paychex, QBO Bill Pay and Bill.com as well. I specialize in reconciliation, but also love doing clean ups, A/P, A/R, etc. I am highly proficient in data entry, account reconciliations, payroll processing and preparation monthly Profit & Loss and reconciled Balance Sheet. I understand the value of trust and confidentiality and my goal is to free up your time, so you can concentrate on building your business.
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    Microsoft Office
    Bookkeeping
    Data Entry
    Financial Report
    Accounts Payable
    Bank Reconciliation
    General Ledger
    Balance Sheet
    Microsoft Excel
    Intuit QuickBooks
  • $175 hourly

    • 5.0/5
    • (6 jobs)
    Through my background of six years at Oaktree Capital Management, two years at Rihanna's Savage X Fenty, and most recently mentoring current students and recent college graduates, I have gained a diverse perspective on navigating the corporate world. Specifically, my career path has given me first-hand experience in all the complexities and intricacies of the hiring process. I know what hiring managers are looking for on a resume and the questions they will ask in an interview. Over the last few years, I've helped secure positions at the following: Acceptance into Northwestern University JD-MBA Full-Time Program Airtable Apollo Global Management Deutsche Bank The Honest Company Sycamore Partners Tangle Teezer University of San Diego School of Law I'd love to guide anyone preparing to enter the workforce or those seeking the next steps in their career. You only get one chance to make a first impression, and I'm excited to bestow what I've learned to anyone seeking this advice!
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    Corporate Strategy
    Private Equity
    Business Presentation
    Business
    Financial Planning
    Fundraising
    Data Analysis
    Analytical Presentation
    Business Strategy
    Forecasting
    Analytics
    Retail & Consumer Goods
    Finance & Accounting
  • $60 hourly

    • 4.7/5
    • (9 jobs)
    Experienced, analytical finance leader and CPA with a solid track record of delivering outstanding results in healthcare industry and for nonprofit organizations. Proven ability to work well under pressure while meeting multiple deadlines with professional composure and critical thinking.
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    Spreadsheet Software
    Budget Proposal
    Accounting Basics
    Management Accounting
    Google Sheets
    Tax Preparation
    Tax Accounting
    Accounting
    Financial Report
    Financial Audit
  • $40 hourly

    • 5.0/5
    • (1 job)
    ✅ Professional Bookkeeper with Over 5 Years of Expertise in Accounting and Bookkeeping ✅ QuickBooks Pro Advisor ✅ Expert Bookkeeper Are you in need of a dependable and highly skilled bookkeeper to streamline your financial processes and give you peace of mind? Look no further. With over five years of specialized experience in accounting, bookkeeping, and QuickBooks consulting, I offer a full range of services tailored to meet the unique needs of both start-ups and established companies. Services I Offer: Catch-Up, Clean-Up, and Monthly Maintenance: Comprehensive financial record management, ensuring accuracy and keeping your books current. Professional Bookkeeping: Extensive experience in daily bookkeeping tasks, maintaining precise records, and ensuring compliance with accounting standards. QuickBooks Consulting and Training: Customized QuickBooks solutions to optimize your accounting processes, including personalized training sessions. Why Choose Me? Extensive Expertise: My accounting background, paired with my QuickBooks Pro Advisor certification, equips me with the skills to efficiently handle all your bookkeeping and tax needs. Proven Reliability: Based in the US, I am dedicated to providing reliable and consistent service, allowing you to focus on growing your business without the burden of financial management. Attention to Detail: My strong organizational, problem-solving, and analytical skills ensure meticulous attention to detail, effective priority management, and seamless workflow operations. Proactive Approach: I am self-motivated and take the initiative to ensure your business operations run smoothly from start to finish. Excellent References: Backed by outstanding references, my proficiency and dedication to delivering exceptional results are well-recognized. Let’s Connect I’m available to discuss rates and explore how my services can be tailored to fit your specific business needs. Feel free to reach out to see how I can help you achieve your business goals efficiently and effectively. Let’s make your financial management hassle-free and position your business for success!
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    Financial Statements Preparation
    QuickBooks Online
    Account Management
    Bank Reconciliation
    General Ledger
    Accounting
    Bookkeeping
    Financial Accounting
    Tax Preparation
  • $50 hourly

    • 5.0/5
    • (1 job)
    Are you running a successful business, but the stress of your bookkeeping is impeding your ability to operate at your highest level? My name is Lexie with LX Bookkeeping Solutions & our motto is "Focus on what makes you successful & rise with confidence." What I mean is, I want you to focus on the things in your business that are going to help you grow, thrive & succeed. And I want you to rise with confidence, both in the morning KNOWING your bookkeeping is taken care of, and have the clarity to make financial decisions that are going to rise your business to the next level. Our services include: -Full Charge Bookkeeping -Clean-up projects -CC/Bank Data entry & monthly reconciliation -Payroll & reporting -AR/AP -Financial reporting -Sales tax reporting -Creating SOPs for streamlined processes. We hope to meet with you soon, and as always, Rise With Confidence. Lexie LX Bookkeeping Solutions, LLC
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    QuickBooks Online
    Wave Accounting
    Government Reporting Compliance
    Transaction Data Entry
    Bookkeeping
    Payroll Accounting
    Accounts Payable
    Intuit QuickBooks
    Bank Reconciliation
    Financial Accounting
    Accounts Receivable
  • $65 hourly

    • 5.0/5
    • (1 job)
    I will leverage my strong work ethic, my 20+ years of self-driven track of success in accounting, my top-notch Excel, database, and software engineering skills to assist you in achieving your business needs. I empower small businesses and individuals in Real Estate, Retail, Professional Services, and Non-profits with my accounting, taxation, and business process automation solutions with the irreplaceable experiences I gained when moving up the ranks with prominent companies like Arthur Andersen LLP, Canon, and RLJE/Acorn Media. To further enhance my already high-caliber technological competency, I completed an intensive full-time Master of Science in Computer Science program at the School of Computer Science, UCD in February 2024. Key Qualifications: ◾ 20+ years of professional accounting experience serving from large international conglomerates to small regional nonprofit organizations. ✔️ ◾ Certified Public Accountant licensed in the State of Florida. ✔️ ◾ Management of cash activities and coordination of payments. ✔️ ◾ Consolidated financial reporting dealing with a high volume of transactions. ✔️ ◾ Active / current PTIN. ✔️ ◾ Advanced technological skills (MSc. in Computer Science). ✔️ Services provided: ◾ Period Closings – Bank account reconciliations, sub-ledgers / general ledger account reconciliations, cost allocation journals, fixed asset journals, prepaid journals, royalties journals, and revenue / expense / payroll accrual journals. ◾ Audit Readiness – Expert in ensuring your books remain audit-ready by keeping them clean from the start. ◾ Inter-company Accounting / Consolidations – Inter-company accounts reconciliations, allocations, and eliminations. ◾ Financial Reporting – Preparation of the Statement of Income, Statement of Comprehensive Income, Balance Sheet, Statement of Changes in Stockholders’ Equity, and Statement of Cash Flows that are in accordance with US GAAP. ◾ Accounting Policies & Procedures Manual – Preparation of organizational manual representing the accounting system and related internal accounting controls that are in accordance with US GAAP. ◾ Excel/Google Sheets – Advanced skills in business process automation of tasks and data analysis within spreadsheets via built-in functions, macros, and Python programming. ◾ Tax Return Preparation – Preparing tax returns for individuals, fiduciary entities, and businesses, ensuring accuracy and adherence to regulations. Technical Skills: ◾ Accounting Software – Sage MAS, QuickBooks, Peachtree, Oracle R12, Hyperion, PeopleSoft, IBM’s AS400. ◾ Tax Preparation Software – UltraTax, ProFx, Lacerte, ProSeries, APlus Tax, and Creative Solutions ◾ Data Visualization Software – Tableau, Vega-Lite. ◾ Development – Database conceptual design, MySQL, PostgreSQL, Visual Basic Excel Programming, Object-Oriented Programming (Python, Ruby, JavaScript, Java), Bash CLI, RISC-V Programming, Flask & Django Web Frameworks, Docker, Kubernetes. ◾ Data Mining – Pandas, Scikit-learn, Matplotlib, NumPy Let's connect to discuss how I can bring value to your team and make a meaningful impact on your work. Your success matters to me and I’m committed to helping you succeed!
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    Payroll Accounting
    Accounts Receivable
    Accounts Payable
    Account Reconciliation
    GAAP
    General Ledger
    Excel Macros
    Accounting
    Python
    Database
  • $100 hourly

    • 4.9/5
    • (1 job)
    I'm a business consultant with experience in bookkeeping, payroll, QuickBooks, spreadsheets, financial reporting, software integration, digital filing systems, new business, IT services. My strengths are numbers, team building, problem solving & creating business systems to minimize liability exposure, ensure records & procedures are at an audit ready level with a strong focus on efficiency & increased bottom line. I love to learn and am always willing to change to stay ahead of new developments in industry regulations.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Sales Tax
    Accounting
    Google Sheets
    Software Integration
    Employee Onboarding
    Business Consulting
    Spreadsheet Software
    Accounts Receivable
    Accounts Payable
    Payroll Accounting
    Intuit QuickBooks
    Bookkeeping
  • $50 hourly

    • 5.0/5
    • (1 job)
    Your Trusted Partner for Accounting, Tax, and Bookkeeping Solutions! Are you seeking professional assistance with your accounting, tax, and bookkeeping needs? Look no further! I am your dedicated resource, committed to simplifying your financial journey and ensuring your business's success. With a comprehensive range of services tailored to meet your specific requirements, I'm here to alleviate the stress of managing your financial matters. 🔍 Expertise at a Glance: 1. Accounting Excellence: Accurate Financial Statements: Benefit from meticulously prepared balance sheets, income statements, and cash flow statements to gain insights into your business's financial health. Comprehensive Ledgers: Maintain well-organized ledgers that provide a clear overview of your transactions, making it easier to make informed decisions. Payroll Management: Effortlessly handle employee compensation, tax withholdings, and compliance, ensuring your team is paid accurately and on time. 2. Tax Optimization: Strategic Tax Planning: Minimize tax liabilities through strategic planning, deductions, and credits, while staying compliant with ever-changing tax regulations. Filing: Streamline the tax filing process with expert guidance, ensuring you meet deadlines and maximize your returns. Audit Assistance: Feel confident in the event of a tax audit with meticulous documentation and knowledgeable representation. 3. Meticulous Bookkeeping: Timely Data Entry: Keep your financial records up-to-date and accurate, enabling you to monitor your business's performance closely. Expense Tracking: Gain control over your expenses by categorizing and tracking them, allowing for informed cost-cutting decisions. Reconciliation: Ensure your accounts are balanced and error-free by reconciling bank statements and financial records regularly. 4. Strategic Financial Advisory and CFO Services: Growth Strategies: Collaboratively develop financial plans that drive business growth, expand market presence, and enhance profitability. Financial Analysis: Gain a deeper understanding of your financial data with insightful analysis and reporting, empowering informed decision-making. CFO-Level Insights: Access the expertise of a seasoned CFO without the full-time commitment, ensuring strategic financial leadership for your business. - Why Choose Me? - Personalized Approach: Tailoring solutions to your unique needs, I am committed to understanding your business's intricacies and providing customized support. Experience and Expertise: With a proven track record in accounting, tax, and bookkeeping, you can trust in my knowledge to navigate complex financial landscapes. Reliable Guidance: Whether you're a small business owner, a freelancer, or an individual, I'm here to demystify financial processes and offer reliable guidance. Peace of Mind: Focus on what you do best – running your business – while I handle the numbers, ensuring accuracy and compliance. Let's embark on a partnership that empowers your financial success. Contact me today to explore how I can assist you in achieving your accounting, tax, and bookkeeping goals. Your success is my priority, and together, we'll pave the way for a prosperous future!
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    Mergers & Acquisitions
    CPA
    QuickBooks Online
    Xero
    Sales Tax
    Tax Law Compliance
    Tax Planning & Advisory
    Financial Consulting
    Management Accounting
    Tax Preparation Software
    Bookkeeping
    Tax Strategy
    Tax Accounting
    Accounting
  • $195 hourly

    • 5.0/5
    • (4 jobs)
    Austen Kugler is an experienced project and program manager with his Bachelor of Science degree in Civil Engineering and a Master of Science in Finance, where he graduated Salutatorian. Austen has also obtained a PMP accreditation from the Project Management Institute. He has eleven years of experience in program and project management, cost management and estimation, engineering, due diligence and preliminary design, real estate development, and construction management / monitoring services. During his career, Austen has acted both from a general contractor and from a client perspective. Austen brings a cross-functional career experience to The Kugler Group, and welcomes the idea of collaborating and working with the best minds, the highest profile clients, and the most challenging but rewarding projects in the consulting industry. Austen's background is both unique and diverse, and shows he is comfortable in an ever-changing and variable environment; from operating excavators and pile driving equipment as a Field Engineer for a Heavy Civil Construction company, to creating and rolling out a 5-year capital investment strategy for a notable startup giant. Austen's skills and leadership would be an asset to any project and mimic his quality dedication to project management and entrepreneurial approach to consulting.
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    Construction Monitoring
    Architecture Consultation
    Due Diligence
    Engineering, Procurement & Construction
    Program Management
    Project Schedule & Milestones
    Cost Control
    Cost Management
    Construction Management
    Cost Accounting
    Business Management
    Real Estate
    Project Management
    Management Consulting
  • $50 hourly

    • 5.0/5
    • (2 jobs)
    As a business owner in the medical or service industry, your time is best spent focusing on delivering exceptional care or services to your clients. I’m Jan Hallman, owner of Raintree Bookkeeping Associates LLC, and I specialize in relieving you of the burdens of financial management. My goal is to give you peace of mind by organizing, optimizing, and streamlining your bookkeeping so you can focus on what you do best. Here’s how I can help your business thrive: 🔍 Financial Clarity: You’ll receive clean, organized financial reports that provide a complete and accurate picture of your business’s financial health. I ensure everything is easy to understand so you can make well-informed decisions quickly. ⏰ Time Savings: Outsourcing your bookkeeping to me means you can focus on growth, patient care, or service delivery without worrying about the day-to-day financial details. 💡 Strategic Insights: I bring a strategic perspective to your financial operations and can help align your cash flow based on Profit First strategies, optimizing your profitability while maintaining financial stability. 💼 Comprehensive Payroll Services: With my partnership with ADP, I ensure your payroll runs smoothly and complies with all regulatory requirements, no matter where your team is located. GETTING TO KNOW ME: Outside of my professional endeavors, I find joy in woodworking projects, particularly repurposing furniture and crafting coastal home decor. You might also find me out on the water, indulging in my passion for fishing and boating, or simply enjoying a good book by the shore. My ambitious nature often leads me to tackle big projects, whether it's redesigning my laundry room or mastering new DIY skills with power tools. Let's start our journey together! I'll complete a QBO Diagnostic Review for you and provide a tailored proposal to meet your unique needs. Once onboard, I'll dive into organizing and optimizing your bookkeeping, setting the stage for your continued success. Our Motto at Raintree Bookkeeping Associates is Let Us Calculate your Success!
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Chart of Accounts
    Accounts Receivable Management
    Accounts Payable Management
    Accounting
    Finance
    QuickBooks Online
    Account Reconciliation
    Light Bookkeeping
    Bookkeeping
  • $35 hourly

    • 5.0/5
    • (9 jobs)
    I am an expert bookkeeper and a CPA with vast experience in performing monthly accounting. I have expertise in monthly closing, including but not limited to: - Bank reconciliation - Credit card and loan reconciliation - Vendor and customer reconciliation - AP and AR management - Adjusting journal entries - Intercompany reconciliation - Accruals - Financial Statement review - Clean-ups - Sales Tax - Payroll Accounting softwares: QuickBooks and Odoo Third party apps and websites: Amazon, Shopify, Faire, Etsy, Expensify and Strive, Square, ADP, Gusto Project management tools: TaxDome, Trello, Connectteam, Asana I strive for timeliness, quality and clear communication. My past experience includes: - Complex and multiyear cleanup - Commingling cleanup - Inter-company transactions - Multi-year inventory reconciliation - Financial reporting - Audits - IPOs In terms of billing, I am open to defining a set long term monthly fee for my services, after 1-2 months, if that’s something you’re interested in. Looking forward to working together. Best regards, Monica Rios CPA
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Bookkeeping
    CPA
    Financial Audit
    GAAP
    Accounts Receivable
    Accounts Payable
    Income Statement
    Account Reconciliation
    Bank Reconciliation
  • $50 hourly

    • 5.0/5
    • (5 jobs)
    HI! My name is Greg Pober and am a highly motivated degreed accountant from Stanford University who has experience in both public and private accounting. Over my career I have developed many valuable strengths by utilizing KPI INTEGRATION TECHNOLOGY to its fullest extent. I specialize in Automating and customizing Financial Reporting and Analyses with very unique capabilities that can be used across all industries. Between utilizing API integrations and my financial background, I am able cater to all of my clients financial reporting and analyses requests which have been proven to identify and maximize revenues while also controlling cost, thus, increasing the bottom line. Feel Free to check out my Portfolio! I look forward to growing your business together!
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Bookkeeping
    Financial Accounting
    Account Reconciliation
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $35 hourly

    • 5.0/5
    • (17 jobs)
    • Serving small to medium-sized businesses. • Provide consulting services, tax advisory, business structure consulting, tax-saving strategies, quarterly tax support, and IRS representation. • Provide full accounting cycle services, and review the accounting system and records. • Provide bookkeeping services including the recording of transactions, bank reconciliations, and management financial reports. • Prepare federal & state tax returns: C Corporations, S Corporations, Partnerships, and Individual Tax returns. How I Can Help: 1. Personalized Support and Availability ○ I prioritize clear, direct communication and will be easily reachable whenever you need assistance. I’ll ensure your questions and concerns are addressed in a timely manner. 2. Comprehensive Bookkeeping Services ○ Bank Reconciliations & General Ledger: I’ll ensure your books are accurate, keeping everything aligned with your actual financial position. This means no surprises when it comes to your cash flow and profits. 3. Business Setup and Cleanup ○ Whether you’re just starting out or need to clean up your financial records, I will ensure your systems are in place to keep your business running smoothly. From organizing your current financials to setting up reporting and record-keeping, I’ll help create a strong foundation for your business’s growth. 4. Streamlined Technology & Software ○ I’m well-versed in using the best technology and software solutions for small businesses, and I will help implement systems that make your financial management easier and more efficient. 5. Scalability as You Grow ○ As your sales and operations expand, I will help ensure your financial systems can scale with you. I’ll implement processes that will grow alongside your business, keeping everything streamlined and compliant. Our Approach With over 23 years of experience in general accounting and tax strategy, I bring a wealth of knowledge that allows me to offer tailored solutions designed to support your business’s goals and minimize your future tax liabilities. We aim to optimize your business structure and guide you through tax-saving strategies, ensuring your financial operations remain seamless. Accounting Services • Accurate Record-Keeping: We will track all income, expenses, and financial transactions, ensuring that your records are accurate and up-to-date. • Bank Reconciliation: Regular reconciliation of your business bank and credit card accounts to ensure accuracy and catch any discrepancies. • Expense Categorization: Organize and categorize business expenses for easier tax reporting and financial insight. • Monthly Financial Reports: Provide monthly Profit & Loss statements, Balance Sheets, and Cash Flow reports to give you a clear view of your business’s financial position. Tax Savings Strategies To assist you in achieving future tax savings, we will focus on the following strategies: • Develop and implement tax strategies to minimize liabilities and maximize compliance. • Provide personalized tax advice and solutions to clients, taking into account their financial goals and tax situations. • Tax-Efficient Business Structure: We will review your current business structure and ensure it is optimized for future tax savings. • Deductions & Credits Optimization: We will identify all available deductions and credits that your business may be eligible for, with a focus on maximizing your future savings. • Deferring Income & Accelerating Expenses: We will assess opportunities to defer income and accelerate expenses in a way that maximizes your future tax relief, reducing your tax liabilities in the years ahead. • Cost Segregation Studies: For applicable businesses, we can assist with cost segregation studies to accelerate depreciation deductions, improving future cash flow. Initial Tax Advisory Fee (Optional) This fee covers general tax advisory services and will involve identifying potential tax-saving strategies for your business. During this month, we will analyze your current financials and business structure, looking for opportunities to minimize future tax liabilities and create a plan for tax savings. Please note, the first month is focused on identifying these opportunities and providing initial advisory. If you wish to continue with ongoing services after the first month, our standard advisory fee will apply. Quarterly Tax Savings Fee (Optional) We offer a Quarterly Tax Savings Fee, which is optional and applies only if you choose to move forward with the implementation of the identified tax-saving strategies. This fee will be billed based on the actual savings achieved and will be a percentage of the realized savings. This structure ensures that you only pay for results and that our incentives are aligned with your business’s financial success. Thank You, 𝒟ℯ𝒷ℴ𝓇𝒶𝒽 𝒲ℴ𝓁𝒻ℯ, 𝒞𝒫𝒜 Wolfe CPA & Advisors Florida CPA License #AD70213 Puerto Rico CPA License #5681
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    CPA
    Financial Analysis
    Compliance
    QuickBooks Online
    Financial Management
    Financial Accounting
    Tax Return
    Financial Audit
    Bookkeeping
    Tax Preparation
    Intuit QuickBooks
  • $135 hourly

    • 5.0/5
    • (5 jobs)
    Experienced executive coach, as well as an analytics expert with a background in finance and accounting. I am available for Executive Coaching, data financial analysis, financial statement preparation, forecasting and budgeting, presentation preparation, consulting for personal and small businesses.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Financial Accounting
    Corporate Finance
    Financial Analysis
    Presentation Design
    Financial Management
    Intuit QuickBooks
    Budget Management
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