Hire the Best Financial Reporting Specialists in Illinois

Thank you for checking out my profile. Below you’ll find explanations of the most common questions I get RE: the process/service delivery/and beyond. I hope it’s helpful! *WHAT HAPPENS HERE* You need an accountant, so here you are on Upwork. You’re probably a bit overwhelmed with the amount of service providers and their various offerings. At a high-level, I offer accounting management. This means that I essentially become your company’s accounting department. The ultimate outcome of this, to you, is a quality accounting system that will keep you in compliance and *inform* you about your business’ operations. “Know Your Numbers” may be a cheesy cliche, but it’s actually an extremely important concept. I work with you on this via periodic financial statements, and regular discussions. You will know your business! The other important outcome of investing in a quality accounting system is the value that’s added to the entity *as a whole* by having one. Do you need financing? Do you want to explore selling your company, and/or bringing in a new partner or investor? Without a quality accounting system…those things just can’t, and wont, happen. *LIKE WHAT YOU SEE/READ?* If you’ve made it this far, maybe you like what you see/read (thank you) and would be interested in connecting via a video call interview. That would be the next step. But first - let me go over the profile of what has historically been the “ideal” company to work with. You are probably micro-to-medium sized, with annual revenues being below $3M. You want someone to claim ownership of the accounting function of your business - which could include payroll, bill pay, collections, invoicing, and even taxes. You want to find someone that you enjoy working with, and are hoping to develop a long-term relationship with a service provider that you can grow with, who becomes an extended (but important) part of your team. *SHALL WE TALK?* If you’re interested in connecting, please feel free to do so. If we “vibe” on the call, we can begin working together. But the vibe is actually really important. Most of the companies that I work with now, are those that I’ve been working with for years. We work well together, and that working relationship often extends to a friendship. And that’s just the best. *WHO AM I* Quickbooks ProAdvisor, H.B.Comm Accounting, CPA, CMA & EA candidate working exclusively with micro-to-medium entrepreneurs now for the majority of my professional life. Upwork has been great to me. I’ve been a top-rated accounting service provider here now for over a decade. I know how this all works, and you’re in good, experienced hands. And how I got started on Upwork is also a pretty good story, which I can tell when we meet. Thank you again for checking out my profile 😁

Need help getting your books in order? I help service-based businesses and hospitality brands turn messy books into organized, decision-ready data. I specialize in reconciling accounts, cleaning up QuickBooks, and keeping track of income and expenses. Here’s how I support my clients: ✔️ QBO Diagnosis & Financial Health Checks 🧹 Full Clean-Ups & Catch-Ups 📅 Ongoing Monthly Maintenance & Reconciliation 🔄 Seamless Migrations to QuickBooks Online ⚙️ Done-For-You Automated Financial System Integrations 📈 Operational & Administrative Support for Growing Teams (A/R, A/P, Reporting) Super communicative, transparent, and easy to work with. You’ll never have to guess what’s going on with your books. I keep things clear, accurate, and stress-free. If you’re ready for organized finances, cleaner processes, and less backend stress — let’s connect. 📩 Message me today to discuss how I can help streamline your financial management.

Solving accounting challenges with ease as a Certified QuickBooks ProAdvisor & Bookkeeping Expert, delivering over $30M in accuracy and excellence in QuickBooks Accounting. 👋🏻Hi, I’m 𝘽𝙚𝙖𝙩𝙧𝙞𝙯, a Certified QuickBooks ProAdvisor & experienced accountant specializing in bookkeeping, payroll, reconciliation, and financial management. I work with QuickBooks Online, Xero, and other accounting platforms to provide accurate, scalable solutions for startups and established businesses. With 𝟏𝟓+ years of experience in Payroll, HR, and Accounting, I streamline financial operations, ensure compliance, and maintain audit-ready, tax-compliant books, whether you need a one-time clean-up or ongoing support. As a UKG Ready Subject Matter Expert, I lead end-to-end HCM and payroll implementations — from discovery and configuration through testing, deployment, and post–go-live support. I specialize in: ▪ Payroll configuration & processing ▪ Benefits setup ▪ GL mapping ▪ ACA tracking & compliance ▪ Timekeeping rules ▪ Multi-state, multi-EIN environments I have successfully migrated clients from major platforms, including: Paycor | Paylocity | Evident | iSolved | ADP | Paycom | Paychex → to UKG Ready My hands-on approach includes strategic system planning, custom configuration, testing, data migration, user training, and documentation that ensures long-term success. 𝘾𝙤𝙧𝙚 𝙎𝙚𝙧𝙫𝙞𝙘𝙚𝙨 ✔ QuickBooks & Bookkeeping Services • Catch-Up, Clean-Up & Historical File Rebuilds • Transaction Categorization & Account Reconciliation • Invoicing, AP/AR Management & Bank Reconciliations • Chart of Accounts Setup & Custom Financial Reporting • Payroll Management (QuickBooks, Gusto, ADP, UKG Ready) • Preparation of P&L, Balance Sheet & Financial Statements • Error Identification, File Optimization & Tax Prep Assistance ✔ Financial Management • Budgeting & Forecasting | Cash Flow Planning & Management • Financial Variance Analysis & Expense Optimization • Tax Planning Support & Audit-Ready Documentation • Monthly, Quarterly & Year-End Financial Reporting ✔ UKG Ready Implementation & HCM Consulting • Payroll, Benefits, ACA & Timekeeping Configuration • GL Mapping, Tax Setup & Multi-State / Multi-EIN Compliance • Legacy System Migrations (Paycor, ADP, Paycom, Paychex, etc.) • Data Migration, Validation, Testing & SmartSheets Documentation • Go-Live Coordination & End-User Training • Post-Implementation Support, Optimization & Long-Term Maintenance 𝙄𝙣𝙙𝙪𝙨𝙩𝙧𝙞𝙚𝙨 𝙎𝙚𝙧𝙫𝙚𝙙 I’ve supported UKG Ready implementations, payroll optimization, and financial process improvements across a wide range of industries, each with unique compliance and reporting needs: • Healthcare – HIPAA-compliant workflows, credential-based timekeeping, shift differentials • Transportation & Logistics – DOT compliance, GPS time tracking, complex pay rules • Construction & Field Services – Job costing, union payroll, certified payroll reporting • Fitness & Wellness (Gyms) – Hourly + commission structures, automated scheduling • Hospitality & Lodging – Tip allocation, shift pay, scalable multi-department payroll • Retail & eCommerce – POS/payroll integrations, onboarding automation, labor compliance • Nonprofits & Churches – Fund/grant tracking, pastoral payroll, customized GL mapping • Professional Services – Multi-entity reporting, billable time tracking, client invoicing 𝙋𝙡𝙖𝙩𝙛𝙤𝙧𝙢𝙨 & 𝘾𝙚𝙧𝙩𝙞𝙛𝙞𝙘𝙖𝙩𝙞𝙤𝙣𝙨 • QuickBooks Online – Certified ProAdvisor • Xero – Certified • UKG Ready | Paycor | ADP | Gusto | Paycom | iSolved | Paylocity • Excel | SmartSheets | Wave | Zoho Books | Shopify | Amazon Seller Central Let's Build System That Work Whether you're implementing UKG Ready, catching up on bookkeeping, or modernizing your payroll and financial operations, I deliver results-driven solutions that increase efficiency, reduce errors, and keep your business audit-ready and future-proof. Let’s connect and build stronger, scalable financial systems for your organization. Bookkeeping, QuickBooks Online Reconciliation, QuickBooks Bookkeeper, Bank Reconciliation, Bookkeeping Cleanup, QuickBooks Assistant, QuickBooks Accountant, QuickBooks Reconciliation, Bookkeeping Specialist, QuickBooks Clean up, Bookkeeping Expert, QuickBooks Integration, Bookkeeping Specialist, QuickBooks Expert, QBO Setup, QuickBooks Bookkeeper, QBO Clean Up, QuickBooks Accountant, Reconciliation Specialist, Bookkeeping Clean Up, QuickBooks Bookkeeping, QuickBooks Setup, QuickBooks Online Pro, Bookkeeper, Accounts Receivable Pro, QuickBooks Online Bookkeeping, QuickBooks Online Bookkeeper, QuickBooks Cleanup, QuickBooks Audit, QuickBooks Online Cleanup, QuickBooks Support, QuickBooks Clean up, QuickBooks Advisor, Accounts Receivable, QuickBooks, Payroll Specialist, QuickBooks Accounting, QuickBooks Online Expert, QuickBooks Payroll Setup, Transactions Categorization, QuickBooks Maintenance, Accounts Payable Assistance, Reconciliation Accountant

Start with a $100 written assessment of your books, margins, and reporting. I give you a one-page memo that says what your numbers mean, what is missing, and what the next move is worth. No sales call. You decide what happens next. Forty plus years as a CFO, mostly with owner-operated companies between $2M and $50M in revenue. I work in three lanes. E-commerce and distribution. Shopify, Amazon, wholesale, warehouse management systems, books in QuickBooks or NetSuite. Stock-keeping-unit-level margin, channel profitability, and 13-week cash forecasts that pull from actuals each week instead of waiting on month-end. Specialty manufacturing and job-cost businesses. Job-level cost tracking in your ERP, books in QuickBooks. Pricing analysis, capacity planning, and the bridge between the shop floor and the income statement. Mission-driven and transition-stage companies. Nonprofits, family-run service firms, founders preparing for exit. Budget-to-actual reporting, board packets, and quality-of-earnings preparation. What I actually deliver for clients: Margin intelligence at the stock-keeping-unit, channel, and customer-cohort level. 13-week rolling cash forecasts that update from real data, not assumptions. Board-grade reporting with budget-to-actual and variance narrative the owner can read in two minutes. Quality-of-earnings preparation for owners getting ready to sell. Background you can verify: Seven years as seated CFO at International Imaging Electronics. Took the company from bankruptcy turnaround to preferred-provider status with Toshiba, Acuson, GE, and Siemens. Selected and implemented the INMASS ERP. Partner at Tatum, the largest national fractional CFO practice in the US before the Randstad acquisition. Fractional CFO at Alpine Consulting. Grew the company from $4M to $10M plus in revenue. Exited to HeroDigital with PwC quality-of-earnings on the deal. ERP implementation work including Edwards Garments. Oliver Wight certified. Power BI practitioner. I build the reporting infrastructure with my clients, not just talk about it. How engagements work: Start with the $100 written assessment. If we both want to do more, the next step is a fixed-fee diagnostic that produces an actionable plan with a dollar value attached to each finding. After that, fixed-fee implementation projects or a monthly retainer, whichever fits the scope. Hourly work available at $250 per hour when the scope is too narrow for a fixed fee.

🏆 12+ Years of Proven eCommerce Growth Experience Welcome to my profile, I’m glad you’re here! I am a results-driven eCommerce Manager specializing in SEO, Paid Ads (PPC), product optimization, and marketplace growth strategies. Over the past 12+ years, I’ve helped 60+ sellers across 11+ countries scale their businesses on major platforms including Amazon, Shopify, Etsy, Walmart, eBay, and Wayfair. My focus is simple: Increase traffic Improve conversions Maximize profitability Full-Service eCommerce Management I analyze your store or marketplace account to identify gaps, optimize listings, and implement strategies that increase sales 3–5X through: Marketplace SEO & Listing Optimization: Advanced Keyword Research & Competitor Analysis SEO-Optimized Titles & Bullet Points Backend Search Terms Optimization Product Categorization & Attributes Fixing Variation Creation (Size, Color, Style) Image Optimization & Updates Bulk Product Management & Catalog Handling: Bulk Product Upload via CSV / Excel Amazon Flat File & Bulk Feed Management Shopify Bulk Upload & Editing Walmart & eBay Bulk CSV Management Price & Quantity Syncing Across Platforms Shopify to Etsy Sync Shopify to eBay Sync Google Shopping Feed Setup Amazon PPC & Advertising Expert: PPC Campaign Setup & Optimization ACOS & TACOS Optimization Keyword Harvesting & Scaling Sponsored Products, Sponsored Brands & Sponsored Display Retail Arbitrage & Order Processing Support Inventory & Account Health Management I’ve helped sellers achieve: 🏅 #1 Best Seller Rankings 🏅 #1 New Release Status 🏅 Amazon Choice Badge 🏅 Buy Box Wins Etsy & Shopify Growth Optimization: Etsy SEO using eRank & Marmalead Tag & Title Optimization Deep Competition Research Bulk Editing via GetVela Conversion Rate Optimization Product Research & Winning Product Hunting: Using advanced tools including: Helium 10 (Magnet, Cerebro, Black Box, Scribbles, Frankenstein) ZIK Analytics Marketplace data research across Amazon, AliExpress, Walmart & Home Depot Platforms & Tools Expertise I have hands-on experience with: ChannelAdvisor, M2ePro, Sellbrite, Linnworks, CedCommerce, Inkfrog, Auctiva, Vendio, TurboLister, Amazon Bulk Templates, List Perfectly & more. I’m also an advanced MS Excel expert, capable of handling large data sheets for import/export and catalog management across multiple marketplaces. 🌐 Complete eCommerce SEO Services Beyond marketplaces, I also provide full-store SEO for: Shopify WooCommerce Magento BigCommerce WordPress PrestaShop Why Work With Me? ✔ Data-Driven Strategy ✔ Marketplace Algorithm Expertise ✔ Conversion-Focused Optimization ✔ Long-Term Brand Growth Approach ✔ Clear Communication & On-Time Delivery If you're looking for a dedicated eCommerce Manager who understands SEO, Ads, product research, bulk listing management, and multi-channel growth, I’d love to help. 📩 Send me an invite and let’s scale your eCommerce business!

💸 $150𝗠+ 𝗶𝗻 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗿𝗮𝗶𝘀𝗲𝗱, via financial models, business plans & investor decks 🏆 Fractional CFO & financial consultant 🚀 250+ Websites Built (Wordpress & Shopify) 📈 PPC/SEO + funnels tied to CAC/LTV 📝 Published author | 500+ articles & investor communications 🏆 Business Owner 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗻𝗴 $160,000 MRR 🎓 Purdue | Oklahoma State | Cambridge 🌍 Lived on 3 continents, traveled to 40+ countries. Explore my portfolio and samples below, to view the full range of my services and expertise! I’m a seasoned business financial consultant and published author (Misogyny Across Global Media, Rowman & LittleField) with a proven track record of guiding ventures to sustainable growth. Across my three successful companies, I’ve led sales and marketing strategies that secured millions in revenue, crafted impactful pitch decks, and helped raise $150M+ in funding. I also won a monetary prize at Missouri Startup Weekend, pitching to high-profile CEOs from Zapier, Equipmentshare, and HeliumVR. From targeted digital social media marketing, SEO, and lead generation to comprehensive business planning, my efforts have consistently driven measurable growth and boosted brand recognition. As an author, I also write eBooks, blogs, articles, investor letters, press releases, and business plans. My writing experience crosses technical & creative boundaries, being a published author writing about social causes, but also business & finance. 🎓 Education 1. BSc in Finance, Purdue University 2. Minor Computer Science, Oklahoma State University 3. International Studies, University of Cambridge, England 🚀 My Services 1: Creative & Technical Writing: As a published author, I excel at articulating complex ideas clearly and persuasively. Business Writing, CopyWriting, GhostWriting, Ebooks, Document Preparation all fall within my area of expertise. 2: Financial Modeling & Projections: Developing detailed financial models to forecast revenue, expenses, and cash flow. 3: Business Plans Consulting: Crafting customized, investor-focused business plans. Highlighting market opportunities, financial viability, and growth strategies. 4: Sales & Marketing: Developing & executing sales strategies that drive revenue growth. Crafting social media & PPC marketing campaigns that enhance brand visibility & customer engagement. Implementing SEO, sales & business development and lead generation techniques. 5: Pitch Presentation Design: Engaging, investor-ready pitch decks. Integrating financials, strategic insights, & key metrics to capture investor interest. 6: Content Creation for Marketing, that drives engagement and builds brand identity. This includes graphic design, video editing, and logo design 💼 Work Experience 1: As an executive of Byte Advisory, I lead a multidisciplinary team specializing in Business & Financial Consulting, Social Media Marketing, and Web & Mobile Development. 2: I also founded Software Solution International, a company specializing in Trademark Registrations and Ebooks, set to achieve $1 million in revenue in 2024. 3. Published Author: Misogyny Across Global Media, Published by Rowman & Littlefield Being a published author showcases my ability to engage with diverse audiences. My writing experience extends to nearly every industry, emphasizing my versatility. 4. Previously, as a Senior Financial Analyst at ACV, a multinational holding company operating across the US, the UK, Dubai and Europe, I spearheaded global financial strategies. Collaborating directly with founders, executives, and management teams, I transformed complex consolidated financial data into actionable insights that aligned business operations with financial goals. 5. Additionally, I took on the role of Project Manager, overseeing the development of internal systems to track KPIs & enhance operational efficiency. My key differentiator is my holistic approach—I don’t just deliver numbers; I provide clarity & structure to businesses. I currently serve as an independent Consultant to ACV, to aid in business growth, & sales strategy. 6. For years, I’ve successfully bridged finance & technology. Years ago, as the Director of Investments at an innovative Regulation D Startup Investment Fund, I co-led teams across UI/UX design, software engineering, and data analysis to gather & assess millions of data points, across several data sets. We stress-tested our product with more than two decades of historical data, benchmarking it against inflation, the S&P 500, Gold, and Treasury Bonds. Our efforts were recognized when we won a monetary prize at Missouri Startup Weekend. We successfully pitched to high-profile CEOs from companies like Equipmentshare, Zappier, and HeliumVR. I've successfully helped businesses secure funding, optimize operations, and achieve significant growth. I bridge the gap between complex financial analysis, strategic implementation, and effective communication. 🤝 Let’s Connect