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  • $65 hourly

    • 5.0/5
    • (4 jobs)
    Expert accounting & financial reporting professional with a decade of experience. I specialize in QuickBooks clean up reconciliations as well as providing monthly full charge bookkeeping services. As a Certified Public Accountant (CPA) and Certified Quickbooks ProAdvisor, I'm a great partner for small to medium-sized businesses looking to outsource their financial processes. I am very tech savvy and can learn any new process or software I have not come across before. I have strong experience with QuickBooks, Excel, NetSuite, ADP, Gusto, Bill.com, Stripe and several other third party applications used in bookkeeping. I pride myself on high attention to detail and clear communication. As an accountant it is vital to verify all the information is correct and accurate, so the financials and business picture is clear. Secondly, I believe communication is the lifeline of the organization that helps it flourish. Communication also ensures all the parties are receiving accurate information to make the best business decisions. Let's Connect! I am available to review rates and discuss how my services can be tailored to fit your specific business requirements. Feel free to reach out to discuss your needs and 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!
    Featured Skill Financial Reporting
    Executive Summary
    Cryptocurrency
    Data Analytics
    KPI Metric Development
    Accounting Advisory
    Financial Analysis
    QuickBooks Online
    Bookkeeping
    CPA
    Microsoft Excel
    Technical Accounting
    GAAP
    Oracle NetSuite
  • $150 hourly

    • 5.0/5
    • (17 jobs)
    🌟 QuickBooks bookkeeping catch-up, clean-up, maintenance and training for Small Business Owners, Freelancers and Creatives.🌟 ✅ QUALIFICATION OVERVIEW: - Certified QuickBooks ProAdvisor - 14+ years experience in Corporate Finance/Public Accounting - Master's in Accounting - 9+ years as a Business Educator - Industry Specialties: > Food and Beverage, > Retail, > eCommerce, > Media, > Insurance, and > Legal and Professional Services. 👋🏽 ABOUT ME: I'm Cyd Mitchell. Your trusted partner for comprehensive accounting services. With a Master's in Accounting from UNC's Kenan-Flagler Business School, 14+ years of finance experience at Fortune 500 companies, 10 years of experience in the F&B space, and a distinguished background as a PricewaterhouseCoopers alumni, I offer an unmatched level of financial expertise. My goal is to take the stress out of the finance side of your business. I offer accounting solutions that cater specifically to the needs of small business owners and freelance creatives. From financial statement analysis to bookkeeping and support with financial planning, I deliver strategic insights and practical guidance to enhance your profitability and ensure regulatory adherence. 🤓 AREAS OF EXPERTISE: 📊 General Accounting and Bookkeeping: I love digging into the numbers, and I am able to support the finance side of your business with tasks such as basic bookkeeping, classifying transactions, bank reconciliations, accrual/correcting journal entries, accounts payable, accounts receivable, paying contractors, financial reporting, expense analysis and more. I'm also proficient in the following software: QuickBooks Online, Microsoft Excel, Google Sheets, Google Drive, Canva, Google Meet, Dropbox and Zoom. 📚 QuickBooks Education, Training: I'm available to coach you through the ins and outs of QuickBooks Online. I will teach you the techniques and steps to stay organized and manage your own books, if that's your preference. I'll show you how to add transactions, run key reports, send/pay invoices and avoid common issues. My training project also includes a 30-day follow-up review to boost your confidence and double check your work. 📈 Financial Reporting: I excel in producing clear, concise, and timely financial reports that provide valuable insights into your company's financial performance, empowering you to make informed strategic decisions. As you accountant, once all transactions have been classified and financial reports are finalized, I will walk you through your financial results and make sure that you fully understand the state of your business's financial health. I will also provide additional analysis and recommendations at that time. 🔎 Financial Planning and Analysis: I leverage my industry knowledge and experience to provide accurate forecasts, budgeting assistance, and insightful financial statement analysis, enabling you to make informed decisions and optimize resource allocation. 🧁 Food and Beverage Industry Specialization: With close to a decade of dedicated experience in the Food and Beverage industry, I have developed a deep understanding of its unique challenges. From inventory management to cost control, I have the business and accounting expertise to navigate the intricacies of the F&B industry. 🍔 Food/Menu Pricing Guidance: Due to my in-depth industry knowledge, I'm able to provide expert guidance on food/menu pricing. By analyzing market trends, ingredient costs, and competitive benchmarks, I can help you strike the right balance between profitability and customer satisfaction. This will allow you to optimize your revenue streams and maximize your profit margins. ✏️ AVAILABLE TO SUPPORT THE FOLLOWING INDUSTRIES: Architecture & Interior Design, Arts & Design, Audio Services, Beauty & Cosmetics, Business Services & Consulting, Construction, eCommerce, Education, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Legal, Lifestyle, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Music, Photography, Real Estate, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & Publishing
    Featured Skill Financial Reporting
    Accounts Payable
    Bank Reconciliation
    Business Consulting
    Microsoft Excel
    QuickBooks Online
    Financial Accounting
    Account Reconciliation
    Accounts Receivable Management
    Bill.com
    Accounting
    Intuit QuickBooks
    Xero
    Bookkeeping
  • $50 hourly

    • 5.0/5
    • (4 jobs)
    ✅ PwC professional ✅ Worked with over 30 Clients ✅ Over 8 industries served. Vanguard Consultancy is a value-driven & client centric firm with over 10 years of cumulative industry knowledge and experience. We offer professional business consulting services including: ✅ Bookkeeping ✅ Financial Reporting & Consulting ✅ Investment readiness ✅ Pitch decks ✅ Business plan ✅ Financial Modelling & Analysis. Our team is composed of qualified ACCAs, CAs, CPAs & VC specialists. Get your business connected with success - Contact us now!
    Featured Skill Financial Reporting
    Company Valuation
    Data Entry
    Financial Analysis
    Financial Modeling
    Budget Management
  • $75 hourly

    • 5.0/5
    • (1 job)
    SUMMARY A dedicated CPA professional with over 15 years of progressive accounting and management experience. Lead diverse teams with exceptional communication, multi-tasking, organizational and motivational skills. Extensive knowledge of GAAP and other financial reporting standards through education and relevant experience. Detail-oriented and highly proficient in multiple accounting financial systems. Solid understanding of cost-related to manufacturing processes.
    Featured Skill Financial Reporting
    Bookkeeping
    Cloud Computing
    Accounts Payable Management
    Accounts Receivable Management
    Microsoft Office
    Management Skills
    Workday
    Financial Statement
    Oracle Database
    Oracle E-Business Suite
    NetSuite Development
    Intuit QuickBooks
    Accounts Payable
    Accounting
  • $45 hourly

    • 4.9/5
    • (4 jobs)
    I'm an experienced accounting professional with expertise in bookkeeping for small and medium sized businesses. Whether you're trying to set goals for growth, take advantage of tax strategy, or just tighten up your financial statements, I can help with that and everything in between. As a QB Certified Pro Advisor, I can help you bring your project to the finish line! Education: Bachelor of Business Administration from University of Georgia Master of Accounting from University of North Carolina - Chapel Hill (in progress) I also specialize in: - Financial statement analysis - Budgeting & forecasting - Payroll - Sales tax - New business registration - Estimated tax liability - Inventory tracking - Accounts Receivable - Accounts Payable - Custom Microsoft Excel mapping/reporting I have experience in a variety of industry sectors including but not limited to: - eCommerce (Amazon, Shopify, Stripe, Square, Paypal, etc.) - Marketing - Retail - Construction (highly experienced in AIA billing and project management) - Real Estate - Software as a Service - Hospitality - Legal Sector - Medical Practices Software Proficiencies: - Quickbooks Online - Quickbooks Desktop - Microsoft Office - Google Suite - TaxJar - Bill.com - Expensify - InventoryLab - Procore - Clio
    Featured Skill Financial Reporting
    Analytical Presentation
    Tax Theory
    Financial Statement
    Microsoft Project
    Financial Analysis
    Sales Tax
    Management Accounting
    Contract
    Compliance
    Forecasting
    Invoicing
    Accounting
    Balance Sheet
    Payroll Accounting
  • $60 hourly

    • 5.0/5
    • (3 jobs)
    Hello! I’m Gina a Certified Public Accountant (CPA) with an accounting degree from the University of Georgia and three years of experience with top firms, EY and Deloitte. Currently, I manage 3 clients with multiple Quickbook accounts and am accepting new clients as I grow my business, The Founder's Audit, founded in 2023. Do you need more time to focus growing your business? Is there not enough time in the day to manage your business AND plan for the future? Would you rather leave the forecasting, budgeting, analysis and accounting to someone else? If so, I can help! My background includes expertise in financial reporting and tax planning as I use insights gained from my years working at Big 4 accounting firms to help small businesses grow. Here's what I can do for you: Financial Reporting & Analysis: Skilled in preparing and analyzing financial statements, providing your business with clear insights for informed decision-making. Accounting Software Expertise: Proficient in QuickBooks and Xero, I can help set up, manage, and optimize your accounting system, ensuring accuracy and efficiency in your bookkeeping. Skills: GAAP Accounting & Financial Reporting Budgeting & Forecasting QuickBooks & Xero Setup and Management
    Featured Skill Financial Reporting
    Financial Planning
    Financial Modeling
    Financial Analysis
    Xero
    Intuit QuickBooks
    QuickBooks Online
    Accounting Basics
    Light Bookkeeping
    Bookkeeping
    Accounting
  • $40 hourly

    • 5.0/5
    • (2 jobs)
    I help small business owners get a clearer picture of their business performance, without the hassle and lost productivity of DIYing it. Are your books a mess? Or behind because you don’t have time to stay on top of them? Do you need help getting tax-ready financial reports for your CPA? If so, I can help you! I can help you get cleaned up, caught up, and clearer on where your business stands financially. I work with small businesses in a variety of industries. I have several years of experience specifically with small physician practices. Here’s how it works when you hire me. First, you’ll add me to your QBO file. Then I’ll send over a QBO checkup and custom proposal that meets your exact needs. Finally, you’ll hire me here on Upwork and I’ll get started cleaning up your books! Here are the services I can provide: Accurately categorize your revenues and expenses so you can clearly see how your business is doing Prepare the monthly financial statements you will need to file your tax return and analyze your business performance I do not offer tax preparation, audits, or medical billing services for healthcare entities. I am not a CPA.
    Featured Skill Financial Reporting
    Accounting
    Intuit QuickBooks
    Accuracy Verification
    Data Entry
    Microsoft Word
    Microsoft Windows
    Income Statement
    Balance Sheet
    Google Sheets
    Microsoft Excel
    QuickBooks Online
    Bookkeeping
  • $125 hourly

    • 0.0/5
    • (0 jobs)
    SUMMARY OF QUALIFICATIONS Experienced Accounting professional with demonstrated abilities in performing financial analysis, financial reporting, and auditing for both public and private companies Self-directed professional who employs ethical responsibility in preparing, analyzing, and reviewing financial processes and reports and effectively instills responsibility in staff members Dedicated team player who uses excellent organizational and planning skills to successfully complete goals and objectives within strict deadlines Proficient in use of MS Word, Excel, and PowerPoint ERP experience includes Netsuite, SAP, Peoplesoft, Quickbooks Specialties: accountancy, accounting systems, auditing, reconciliation, budgeting, cpa, customer relations, decision making, directing, documentation, financial analysis, financial reporting, technical accounting problem solving, process engineering, recording, internal controls assessment, training, and trend analysis
    Featured Skill Financial Reporting
    Bookkeeping
    QuickBooks Online
    Bank Reconciliation
    Balance Sheet
    Income Statement
    Oracle NetSuite
    Account Reconciliation
    Budget Management
    Cash Flow Analysis
  • $75 hourly

    • 0.0/5
    • (1 job)
    - Experienced Senior Accountant/Controller with a demonstrated history of working in a variety of industries for small and mid-sized businesses. - Skilled in financial accounting and business process improvement for Start-Up and established companies. - Proficient in general ledger accounting, reconciliations, budgets and reporting, as well as daily A/R and A/P management. - Knowledgeable in sales and use taxes, 1099 preparations, internal audit & external audit support, payroll processing (ADP, Paychex, Ceridian, Intuit, Paycor, TriNet, Insperity), etc.
    Featured Skill Financial Reporting
    Microsoft Dynamics GP
    Internal Auditing
    Forecasting
    Sales Tax
    Microsoft Office
    Financial Analysis
    Account Management
    Intuit QuickBooks
    Sage
    General Ledger
    Payroll Accounting
  • $30 hourly

    • 5.0/5
    • (2 jobs)
    I'm a CPA with eight years of experience in Accounting, Tax, and finance. I graduated with my Master of Professional Accountancy degree from Georgia State University in 2017 and obtained my bachelor of business administration in accounting degree at Georgia State University in 2016.
    Featured Skill Financial Reporting
    Financial Statement
    Microsoft Office
    Financial Planning
    Business Consulting
    Software Integration
    Accounts Receivable
    Accounts Payable
    Payroll Accounting
    General Ledger
    Budget Planning
    Financial Model
    Tax Preparation
    Wave Accounting
    Bookkeeping
    CPA
  • $15 hourly

    • 5.0/5
    • (5 jobs)
    Hey, I'm Asif! A social media strategist with 5 years of expertise, dedicated to boosting brands and businesses to new online heights. My passion lies in crafting a seamless social media experience that not only validates your brand but also transforms your aspirations into living realities. Let's embark on this journey of growth and success together! I specialize in captivating content, engaging stories, and eye-catching visuals across any platform. As your social media manager, I'll partner with your brand, turning your social media dreams into reality while driving remarkable growth. With boundless energy, friendliness, and professionalism, we'll captivate your audience, build brand awareness, and foster meaningful connections. Let's unlock your brand's full potential and soar to new heights together! So what exactly can I bring to the table to help your business/brand? • End-to-End Social media growth solutions • Increase your followers • Optimize your content creating strategy • Copywriting suited to your content • Top-notch community management • Connect you with the CORRECT and IDEAL audience • Increase brand awareness with organic content •••••••••••••••••••••••••••••••••••••••••••••••••••• I genuinely prioritize understanding the specific needs of each project I undertake for my clients, aiming for successful outcomes that align perfectly with those needs. I'd be delighted to share more about myself and also learn about you and your current business. If you're truly committed to making a positive impact on your social media brand/business, I invite you to reach out. I'm offering a FREE 20-30 minute discovery call, where we can delve into your current situation and analyze it together. Let's embark on this journey of transformation and growth.
    Featured Skill Financial Reporting
    Investment Research
    Video Editing
    Financial Accounting
    Finance & Accounting
    Administrative Support
    Web Design
    Chartered Financial Analyst
    Business Intelligence
    Business Analysis
    Art & Design
    Photography
    Finance
    Customer Service
    Office 365
  • $85 hourly

    • 0.0/5
    • (0 jobs)
    A Certified Public Accountant and Six Sigma Green Belt with three years of experience leading teams and over ten years of experience in financial and business analysis. This experience ranges from financial planning and reporting to operating and strategic financial analysis, system analysis and business process improvement.
    Featured Skill Financial Reporting
    Dashboard
    Internal Reporting
    Accounting Principles & Practices
    Accounting Report Creation
    Accounting Advisory
    System Testing
    System Installation & Upgrades
    System Analysis
    Financial Modeling
    Analytics
    Finance
    Finance & Accounting
    Month-End Close Assistance
    Accounting
  • $35 hourly

    • 0.0/5
    • (1 job)
    Creating order out of chaos and creating and maintaining accounting systems that work for small and medium sized businesses is my passion. I enjoy working with non profits and start ups. Proficient in: QuickBooks and Xero Google Suite Slack, Click Up, Basecamp
    Featured Skill Financial Reporting
    Budget Management
    Budget Planning
    Xero
    QuickBooks Online
    Accounts Receivable
    Accounts Payable
    Receipt Management
    Account Reconciliation
    Account Management
    Payroll Accounting
    Bookkeeping
    Accounting
  • $72 hourly

    • 0.0/5
    • (0 jobs)
    With over 25 plus years experience in property management accounting, I was responsible for overseeing the daily accounting for various portfolios office and industrial properties within the Markets and Industrial Group. My core clients included Broadstone, Bentall Green Oak, Cabot, Clarion Partners, FCA Partners, LaSalle Investment Management, OPUS, Southwest Value Partners, Torreón Realty, UBS and USAA. Experienced in several property management accounting software, including Yardi and MRI. Began my career at JLL as a Senior Staff Accountant and progressed to the level of VicePresident/Assistant Controller during my tenure within the Client Accounting Services organization.
    Featured Skill Financial Reporting
    Internal Control
    Sarbanes-Oxley Act
    Real Estate
    Financial Statement
    Cash Flow Analysis
    Account Reconciliation
    GAAP
    General Ledger
    Budget Planning
    Financial Variance Analysis
    Due Diligence
    Financial Analysis
    Bookkeeping
    Accounting
  • $110 hourly

    • 0.0/5
    • (0 jobs)
    I'm a Finance Director with management consulting experience and have held multiple operational finance roles. I am passionate about creating value through financial and operational analysis to drive profitability and performance improvement. I can help take your business to the next level through enhanced financial planning and reporting. Businesses that leverage FP&A gain improved visibility into performance and allow owners to focus on business critical priorities.
    Featured Skill Financial Reporting
    Budget
    Income Statement
    Microsoft Excel
    Financial Management
    Financial Modeling
    Cash Flow Modeling
    Budget Planning
    Forecasting
    Financial Analysis
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    With over 15 years of experience as a professional accountant and an active CPA license, I have built a reputation for delivering precise, effective financial solutions tailored to the unique needs of the businesses I serve. My expertise spans process improvement, multi-entity accounting, and financial reporting, making me a trusted partner for businesses seeking to streamline their financial operations. I am passionate about helping clients understand their numbers, empowering them to make informed decisions that drive growth and stability.   Whether it’s catching up on financial records, maintaining accurate monthly bookkeeping, delivering insightful financial reports, or offering outsourced CFO support, I ensure every client has the tools and insights to make informed financial decisions.
    Featured Skill Financial Reporting
    Accounts Receivable
    Accounts Payable
    QuickBooks Enterprise
    QuickBooks Online
    Accounting Software
    Accounting Principles & Practices
    Financial Analysis
    Finance & Accounting
    Bookkeeping
    Accounting Basics
    Accounting
    Bank Reconciliation
  • $45 hourly

    • 0.0/5
    • (0 jobs)
    Hello, I'm an accountant with a combined 14 years experience as an auditor, tax prepare and general financial accounting and general ledger maintenance. I help clients with various needs ranging from organizing their financial records, preparing financial records for delivery to a regulatory agency, quick books set up, developing chart of accounts, etc. If you are just starting your business and looking to maintain clean set of financial records or you have been in business for some time and looking to improve financial discipline and reporting, please reach out for a brief meeting to discuss your goals and how I can help you achieve them.
    Featured Skill Financial Reporting
    Budget Planning
    Tax Preparation
    Bookkeeping
    Accounting
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    I am an experienced accountant who is passionate about helping businesses thrive. Software experience in QuickBooks online, QuickBooks desktop, and NetSuite. Experience in: Bank and Credit card reconciliation Transaction posting Fixed Assets Accruals Payroll Sales commission Reporting
    Featured Skill Financial Reporting
    Light Bookkeeping
    Accounting Basics
    Bank Reconciliation
    Income Statement
    Balance Sheet
    Internal Auditing
    Bookkeeping
    Accounting
  • $70 hourly

    • 0.0/5
    • (0 jobs)
    I am a finance and operations expert dedicated to helping businesses of all sizes—from startups to large enterprises—streamline processes, improve efficiency, and enhance financial performance. With extensive experience in budgeting, forecasting, cost reduction, and operational strategy, I provide tailored solutions that drive profitability and long-term growth. Areas of Focus: • Small businesses & startups – Develop scalable financial systems, improve cash flow management, and automate workflows to maximize efficiency with limited resources. • Mid-sized & large organizations – Specialize in process improvement, financial analysis, and strategic planning to enhance performance and drive sustainable success. • Data & technology-driven solutions – Leverage Microsoft Excel, data analytics, and process automation to eliminate inefficiencies, improve reporting accuracy, and optimize resource allocation. • Operational excellence – Design smarter, more efficient processes that enable businesses to scale, cut costs, and maximize performance. Let’s connect to discuss how I can help refine your finance and operations strategies for stronger results and long-term success. KEY SKILLS & COMPETENCIES Finance & Strategy: • Budgeting, Forecasting & Financial Planning • Cost Reduction & Expense Management • Financial Analysis & Reporting • Cash Flow Optimization • Profitability & Revenue Growth Strategies • Operations & Process Improvement Business Process Optimization: • Workflow Automation & Efficiency • Performance Metrics & KPI Analysis • Compliance & Risk Management • Cross-Functional Team Leadership Data & Technology: • Quick adaptability to emerging technologies • Microsoft Excel (Advanced Modeling, Pivot Tables, Macros) • Financial & Operational Data Analysis • Process Automation Tools • ERP & CRM Systems (SAP, Hyperion, Anaplan) • Data-Driven Decision Making Client Service & Communication: • Stakeholder Engagement & Relationship Management • Customer Service & Client Support • Presentation Development (Microsoft PowerPoint) • Training & Staff Development • Problem-Solving & Conflict Resolution
    Featured Skill Financial Reporting
    Performance Management
    Coaching
    SAP Business Planning & Consolidation
    SAP Business Objects
    Process Flow Diagram
    Cost Management
    KPI Metric Development
    Data Analysis
    Annual Report
    Process Improvement
    Analytical Presentation
    Financial Planning
    Expense Reporting
  • $35 hourly

    • 0.0/5
    • (0 jobs)
    SUMMARY ACCOUNTANT with hands-on experience in developing innovative strategies, using good judgment, growing revenues, streamlining costs, and creating efficiencies. Disciplined in multi-tasking, prioritizing, issue resolution, internal and external relationship development. Most effective in environments that rely on efficiency and flexibility.
    Featured Skill Financial Reporting
    Financial Variance Analysis
    Income Statement
    Balance Sheet
    Bank Reconciliation
    General Ledger
    Bookkeeping
    Light Bookkeeping
    Financial Planning
    Accounting Basics
    Accounting
    Data Migration
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    CPA with a passion for small business. Working in the venture capital industry and multiple CPA firms, I have seen the value in honest and trusted reporting when it comes to a businesses performance. As an experienced accountant, I enjoy taking the load off clients so they can focus on the heart of their business and to thrive in a very opportunistic market. Go for your goals.. and let me count the beans!
    Featured Skill Financial Reporting
    Data Entry
    Bookkeeping
    Finance & Accounting
    Account Management
  • $30 hourly

    • 5.0/5
    • (3 jobs)
    VBook Services, LLC providing virtual bookkeeping/ accounting / virtual administrative services. We go beyond manual entries to helping our clients with financial insights in their business We use QuickBooks Online and other cloud-based accounting software. We are certified in QuickBooks Online and a Xero partner. We work for various industries but mainly our expertise is in construction, real estate and property management. We charge a fair price based on your service needs. We offer free web based accounting software. No need to purchase your own. You will have 24 hours anytime access to your financial records. We perform: * Accounts Receivable (create invoices, estimates, statements) * Accounts Payable (pay bills, schedule payments) * Create entries in QuickBooks and accounting software * Bank & credit card reconciliation * Preparing monthly financial reports of P&L and Balance Sheet Other services at additional cost * Track receipts in cloud based system * Submit expense reports for reimbursements * Maintain internal audit controls to ensure that all records are in full compliance. * Payroll and pay payroll taxes * Prepare cash flow analysis * Work with outside CPA firm for year end review providing any detail requested
    Featured Skill Financial Reporting
    Accounts Receivable Management
    Accounts Payable Management
    Intuit QuickBooks
    Financial Accounting
    Bookkeeping
    Invoicing
    Bank Reconciliation
    Microsoft Excel
  • $50 hourly

    • 4.0/5
    • (7 jobs)
    My mission at SAS Consulting Services, Inc is to provide exceptional full charge bookkeeping, accounting, consulting, tax and QuickBooks services using solid conceptual and analytical thinking combined with appropriate unbiased cost effective -and service efficient methods along with building relationships among my clients and external resources. I have partnered with a CPA to provide tax and accounting services. We have developed a high level of proficiency in all aspects of management accounting, as well as general accounting knowledge in AP, AR, Billing, HR and Payroll services. We have hands-on knowledge and experience in external audits, budgeting, forecasting, variance analysis, financial reporting, project management, performance management, financial accounting, and product/divisional profitability analysis. We pride ourselves on communication skills and the ability to build effective relationships. We are outside of the box thinkers whom thrives in providing stellar services while producing accurate, efficient, timely reports in a results driven environment. BOOKKEEPING/ACCOUNTING FEATURES: • Small business bookkeeping • Income entries • Expense entries • Invoicing or billing • Accounts payable • Accounts receivable • Bank reconciliation • Credit card reconciliation • Correct errors and adjust entries • Match cash transaction entries • Profit and loss statement • Balance sheet statement • Cash flow statement • Financial reports (as expected by CPA) • Custom and Accurate financial reports • Tax Time Support • Year End Support TECHNICAL PROFICIENCIES • Great Plains, Softrax, Oracle, Essbase Spreadsheet, Hyperion; Care Logic, Office Alley, Square, Icanotes, Concur, Simple Practice • QuickBooks Premier Accountant Series, QuickBooks Online, QuickBooks Pro, QuickBooks Online Pro Advisor • Microsoft Office Suites: Power Point, Excel, Word, and Outlook • ADP Workforce Now Time and Attendance, ADP RUN,CLASS, CampusVue,
    Featured Skill Financial Reporting
    Accounts Payable Management
    Financial Analysis
    Accounts Receivable Management
    Accounting Principles & Practices
    Intuit QuickBooks
    Bookkeeping
  • $150 hourly

    • 0.0/5
    • (0 jobs)
    Offering part-time or project-based financial expertise, performing the same duties as a full-time CFO. This flexible service is ideal for small-to-medium businesses or those in transition. We address key organizational pain points: 1. Financial Management: Optimize cash flow, budget, forecast, and control costs. 2. Strategic Leadership: Long-term planning, M&A management, and risk mitigation. 3. Technology: Lead digital transformation and data integration. 4. Compliance: Ensure regulatory adherence and accurate reporting. 5. Talent Management: Develop skills and retain finance professionals.
    Featured Skill Financial Reporting
    Valuation
    Microsoft Excel
    Job Costing
    Forecasting
    Financial Variance Analysis
    Financial Management
    Financial Modeling
    Financial Analysis
    Excel Macros
    Corporate Strategy
    Corporate Finance
    Business Strategy
    Business Plan
    Budget Management
  • $30 hourly

    • 5.0/5
    • (1 job)
    Results-driven Marketing Professional with over a decade of experience helping businesses grow through strategic marketing, administrative support, and creative solutions. I specialize in designing and executing comprehensive Marketing Plans that deliver measurable success, including increased sales, improved online visibility, and stronger customer engagement. Key Skills & Expertise: Marketing & Lead Generation: Proven track record in Google Ads, Facebook Ad Campaigns, and Social Media Advertising to drive targeted traffic and maximize ROI. SEO & Writing: Expertise in Search Engine Optimization (SEO) and SEO Writing to create content that ranks, attracts, and converts. Web Design & Office Management: Skilled in user-friendly Web Design and efficient Office Management for seamless operations. Administrative & Sales Support: Proficient in Administrative Support, Spreadsheet Skills, and Bookkeeping to manage projects, optimize workflows, and boost sales performance. Accomplishments: Successfully led campaigns that achieved a 70% increase in organic traffic and a 40% growth in online sales. Developed and implemented marketing plans resulting in a 25% improvement in conversion rates. Designed optimized websites and landing pages to enhance user experience and engagement. Let’s connect to transform your business with innovative marketing strategies and seamless operational support.
    Featured Skill Financial Reporting
    Desktop Support
    Spreadsheet Software
    Microsoft Outlook
    Facebook Ad Campaign
    Google Ads
    Social Media Advertising
    Lead Generation
    Office Management
    Bookkeeping
    Web Design
    Spreadsheet Skills
    Sales
    SEO Writing
    Writing
    Marketing Plan
    Marketing
    Search Engine Optimization
    Administrative Support
  • $125 hourly

    • 5.0/5
    • (24 jobs)
    Thank you for considering me for your real estate financial modeling needs. Over the last 5-years, I have worked at several real estate private equity companies across various asset classes and in multiple roles, supporting acquisitions, dispositions, and asset management functions. During this time, I underwrote hundreds of deals and supported the organizations with various financial analyses including building acquisition templates, waterfall models, recapitalization scenarios, disposition models, assisting with the annual budgeting & forecasting process, building investment committee memos/teasers, etc. Experience includes, but is not limited to the following: • Acquisition templates (Multifamily, Hospitality, Self-Storage, Mobile Home Parks) • Pro Forma review / manipulation • Real Estate Cash Flows • Recapitalization / Disposition Scenario’s • Partnership/Fund-Level Waterfall Structures • Investment Memorandums / Teaser’s • Misc. Financial Analyses Education / Certifications: • Masters in Real Estate (MSCRE) - Georgia State University • BS in Business Management - University of North Georgia • ARGUS Enterprise Certification • REFM – Levels 1-3
    Featured Skill Financial Reporting
    Microsoft PowerPoint
    Apartment
    Investment Preparation
    Real Estate Financial Model
    Cash Flow Analysis
    Real Estate Investment Assistance
    Acquisitions
    Financial Modeling
    Microsoft Excel
    Pro Forma Statement
    Hospitality
    Investment Research
    Investment Strategy
    Financial Analysis
  • $40 hourly

    • 5.0/5
    • (6 jobs)
    Hello, I'm Andreas Ortiz, Founder & President of REK Partners. As an experienced investor, licensed broker, business manager, and entrepreneur, I have an established work history in real estate, construction, accounting, and private equity. I apply my expertise and market knowledge to help individuals and businesses achieve their real estate investment goals. My focus is on providing you with the tools, knowledge, and skills you will need to avoid the pitfalls of real estate investment. Whether you're just starting out in real estate or looking to take your investment portfolio to the next level, I can help you. My areas of expertise include multifamily underwriting, operational management, investment structuring, project syndication, analytics, and negotiating to name a few. I've worked as a Senior Associate for a premier full-service real estate private equity fund manager in the areas of ground-up Development Construction and New Acquisitions as well as in the public sector and I studied Finance, Real Estate, and Business Law at California State Polytechnic University. My existing portfolio has grown organically to include over 75 units across multiple states in both high and low cap-rate markets. I've organized successful investments in core (stabilized), core+ (value-add), and opportunistic (ground-up new construction) multifamily and mixed-use assets. My services include: • Real estate investment consulting, coaching, training, and related services • Pitch Deck Coaching, how to connect with investors • Underwriting and analyzing properties with commercial-grade excel models • Access to Q&A sessions with me to help navigate any current issues you may be dealing with • How to find a good deal; Ways to help secure seller-financing; creative financing options; Keys to a strong LOI • Underwriting guidance, benchmarking, and site-specific evaluations • I will tailor your coaching to match your individual experience and knowledge base Clients who work with me can expect the following results: • Comprehensive and commercial-grade real estate property investment analysis that outlines the property's value, cash flow potential, and ROI • Detailed 10-year proforma that includes projected income and expenses, debt service, and capital expenditures • Customized stress-testing of future economic conditions, break-even exit cap rate, LTV, cost of capital, etc. • Insights into the local real estate markets, including trends, challenges, and opportunities • Clear understanding of a property's location, including demographic information & trends • Risk assessment of the investment, including potential obstacles and contingencies • Customized investment strategy tailored to the client's goals, risk tolerance, and financial situation • Guidance on financing options, including mortgage rates, terms, and conditions • Recommendations on negotiating and closing the deal, including identifying potential negotiation points and pitfalls to avoid • Ongoing support throughout the investment process, including help with property management, leasing and maintenance, and guidance on how to maximize returns and mitigate risks I can help you identify and evaluate investment opportunities that align with your goals, create a customized investment strategy, and provide ongoing support and guidance to ensure your success. If you're interested in taking your real estate investment portfolio to the next level, then look no further. I look forward to hearing from you and helping you achieve your real estate goals.
    Featured Skill Financial Reporting
    Real Estate Financial Modeling
    Real Estate Investment Assistance
    Business Management
    Market Analysis
    Management Accounting
    Legal Entity Structuring
    Real Estate Acquisition
    Underwriting
    Capital Markets
    Analytics
    Corporate Strategy
    Life Coaching
    Risk Management
    Microsoft Excel
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