27 Best Financial Reporting Specialists For Hire In New Jersey

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

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$90 hourly
- 5.0/5
- (31 jobs)
Are you an e-commerce business owner that is overwhelmed with keeping up with what it takes to run a business and maintain your bookkeeping? I am a QBO Proadvisor that specializes in E-commerce bookkeeping for businesses that sell on Shopify, Amazon, Etsy, Ebay, Wix & Woocommerce. I have worked for many years as a bookkeeper, in very different industries in the profit and non-profit sector but i have found that e-commerce bookkeeping is my passion. Every sales platform and every different payment processor has its own unique way of acquiring the knowledge that is needed for proper reporting. E-commerce bookkeeping requires a large foundation of technical language and processes to properly report sales. My clients have shared the frustration of dealing with other bookkeepers and accountants that don't really understand the e-commerce world. Their books are a mess and they are overwhelmed. Working through the clean up and nuances that come with each sales platform and payment processor is exciting to me. Not to mention, addressing Paypal, it is a tough challenge that I truly enjoy. I am detail oriented, professional, thorough, and organized. In addition, I can provide training in the applications necessary for you to understand your business. I am a certified Quickbooks ProAdvisor, certified in HubDoc and experienced in Google Docs as well as Microsoft Office.

Financial Reporting
Shopify
Shopify Apps
Sales Tax
Accounts Payable Management
Accounts Receivable Management
Bookkeeping
Intuit QuickBooks
Accounting Software
Bank Reconciliation
Microsoft Excel
$75 hourly
- 4.8/5
- (8 jobs)
🏅 UpWork Top Rated ⭐️ Hello! My name is Anthony Feltre. I'm a Certified Public Accountant (CPA), a Certified Management Accountant (CMA®), a Financial Modeling & Valuation Analyst (FMVA®), a QuickBooks Pro Advisor, and the President & Founder of Feltre & Co. CPA. In addition, I have worked in the accounting and finance departments for a large multinational specialty pharmaceutical company. We are committed to providing outstanding service and promoting efficient communication. Our objective is to create long-lasting partnerships and grow alongside our clients. Our expertise lies in delivering comprehensive bookkeeping and tax services tailored for both individuals and businesses. As for our accounting and tax software, we predominantly use QuickBooks Online and Intuit ProSeries. We also rely on our advanced Excel skillsets to create automated financial statement workbooks, interactive KPI dashboards, and more. Additionally, we offer a wide range of assurance services, outsourced CFO/Controller services, and consulting services. We have an excellent team who is available seven days a week, with extended hours. Regardless of the size or scope of your project, we possess the expertise to handle it. We can help with the following and more: ♟️CFO, Controller, and Accounting Services • CFO Services • Controller Services • Financial reporting • Accounting • Bookkeeping • QuickBooks ♟️Consulting Services • Financial Due Diligence • Quality of Earnings Reports • Audit Readiness Advisory Services • Audit Workpaper Preparation • Transaction Advisory Services • Certification and comfort letters for lenders and banks ♟️Tax Services • Individual Tax Preparation & Planning • Corporate Tax Preparation & Planning • Partnership Tax Preparation & Planning • State & Local Tax Prep. & Planning • Sales & Use Tax Preparation • Estate & Trust Tax Prep. & Planning • Business formation and dissolution • IRS Resolution • Employee Retention Tax Credits

Financial Reporting
Financial Analysis
Management Accounting
Management Consulting
Tax Strategy
Business Strategy
Business Analysis
Financial Management
Financial Accounting
CPA
Bookkeeping
Business Consulting
Accounting
Tax Planning & Advisory
Tax Preparation
$40 hourly
- 5.0/5
- (6 jobs)
My name is Charlene. I am a bookkeeping professional, that specialized in Ecommerce. I help Shopify/Amazon sellers get a clear picture about how their doing financially by producing timely and accurate financial statement. I graduated with an accounting degree and worked as an accountant for both small business and corporate. If you need some help with bookkeeping for your business. Please feel free to reach out to me. I am here to help! Help you ease the stress of worrying about your accounting records. You have a problem I have the solution :)

Financial Reporting
Shopify
Amazon
Chinese
Light Bookkeeping
Bookkeeping
Accounting Software
Accounting Basics
Microsoft Excel
Data Entry
Intuit QuickBooks
$40 hourly
- 5.0/5
- (7 jobs)
I have over twenty-five years of relevant experience with both small and large businesses. I am a QuickBooks Online ProAdvisor Certified Professional. Because I do a lot of bookkeeping for a CPA's clients, I've worked with a wide range of industries and clients. I reconcile credit card and bank statements as well as manage all accounts payable, receivable, and payroll. In addition, I provide monthly profit and loss and balance sheet reports. I've worked as a Full Charge Bookkeeper for a variety of small businesses over the past 12 years. Some of the services I have provided are, Invoicing customers, managing accounts payable and receivable, and reconciling bank statements are all part of the business.

Financial Reporting
QuickBooks Online
Data Analysis
Microsoft Access
Database
Intuit QuickBooks
Bookkeeping
Income Statement
Transaction Data Entry
Balance Sheet
Accounts Receivable
Bank Reconciliation
Accounts Payable
Data Entry
Microsoft Excel
$40 hourly
- 5.0/5
- (7 jobs)
GRANTS.GOV - SAM.GOV REGISTRATION - 501 (c)3 REGISTRATION -GOVERNMENT CONTRACT OPPORTUNITIES - PARALEGAL SERVICES - LOGISTICS - NON-PROFIT Hello! My name is Darla and I'm a trustworthy, loyal, and enthusiastic freelancer with over 13 years of experience as a Litigation Paralegal, as well as experience as a Senior Program Analyst for a military defense firm and as an Operations Coordinator and Compliance Officer for an NGO. I take pride in every single thing that I do, and firmly believe in effective communication, and providing quality work that is organized, extremely detailed, and above and beyond my client's expectations. I've always been the right-hand person, confidant, and person to go to when you need to "get the job done" for all of my previous employers/clients, and I would love to do the same for you. GENERAL SERVICES THAT I PROVIDE: - SAM.GOV Registration / EIN Assignment / Non-Profit Registration - Identifying government contract and grant opportunities, evaluating eligibility criteria, and managing the application process - Drafting Non-Disclosure Agreements - Non-profit assistance - Logistics - Project Management - Paralegal Services - Investigative Research - Writing, Editing and Proofreading

Financial Reporting
Government Procurement
Government Reporting Compliance
Logistics Coordination
Nonprofit Organization
Grant Research & Prospect List
Virtual Assistance
Medical Records Research
Project Management Professional
Military & Defense
Task Coordination
Project Management
Legal Writing
Deposition Summary
Government & Public Sector
$100 hourly
- 5.0/5
- (3 jobs)
An experienced CPA, with a masters in taxation from Georgetown University and significant Big Four accounting firm experience, who is well-versed in tax planning, tax compliance, bookkeeping, and CFO services. I leverage my experience, the latest technology, and data & analytics to save companies and individuals in taxes, keep them compliant, and help them grow their businesses.

Financial Reporting
International Taxation
Corporate Tax
Tax Planning & Advisory
US Taxation
Bookkeeping
Certified Tax Preparer
Accounting Principles & Practices
Tax Strategy
Financial Modeling
Tax Law
Financial Accounting
Tax Return
Technical Accounting
Financial Projection
$75 hourly
- 5.0/5
- (48 jobs)
CPA with over 10 years of experience in financial statement preparation and business tax return filings. I specialize in business tax filings including 1065, 1120S, 1120, and 1040’s. I am currently accepting new clients for the upcoming tax season. If you read some of my reviews, you will see that I am proactive, communicate well, and am easy to work with.

Financial Reporting
Financial Statement
S-Corporation
C-Corporation
CPA
Tax Strategy
Financial Accounting
Bookkeeping
Financial Projection
Bank Reconciliation
Tax Preparation
Tax Return
$50 hourly
- 5.0/5
- (2 jobs)
Founder of Accelerate Accounting, LLC, a full-stack accounting & finance solution for small businesses & start-ups. Accelerate replaces the standard accounting & finance department and offers a wide array of services including, bookkeeping, monthly reporting, payroll, taxes, strategic controller services, & more! Accelerate separates from competitors by offering companies a financial partner that will work hand-in-hand with the business & founder, rather than just providing deliverables once a month. Personally, my background has been predominately at the controller level for high-growth and start-up consumer packaged goods and technology companies. Additionally, I have a great deal of experience in the real estate space, specifically with respect to the tax laws relating to the real estate industry specifically. Finally, I started my career in public accounting preparing tax returns and auditing clients. Also an active CPA.

Financial Reporting
Finance & Accounting
CPA
Financial Modeling
Bookkeeping
Accounting
Payroll Accounting
Technical Accounting
Tax Preparation
Account Reconciliation
$150 hourly
- 5.0/5
- (4 jobs)
I've been in industry for over ten years and I'm look to use my experience and knowledge to better assist potential clients in need.

Financial Reporting
Tableau
Data Migration
Microsoft Office
Salesforce
NetSuite Administration
SAP ERP
Financial Statement
Accounting Basics
Oracle
Salesforce CRM
Financial Report
Sage
SAP
General Ledger
$50 hourly
- 5.0/5
- (5 jobs)
I am a finance professional for more than 15 years in corporate accounting and a masters in accounting. I have 15 years of experience with preparation of financial statements including balance sheet, income statement, p&l, cash flow statement, financial projections, budgeting, forecasting, ratio analysis. I am here to help you with: Preparation of Financial Statements Conversion of accounts from pdf to excel Preparation of chart of accounts Preparation of budgets Bank reconciliation Fp&a consulting Update bank feeds in quick books Creating invoices and bills Credit card reconciliation Managing your AR and AP Payroll Monthly bookkeeping E-commerce

Financial Reporting
Microsoft Excel
Management Accounting
Financial Report
Accounting
Invoicing
Management Skills
Bookkeeping
Accounts Receivable
Accounts Receivable Management
$45 hourly
- 4.7/5
- (342 jobs)
Industries I specialize in - Service Industries, Law Firms, Hospitality, Health Practices, E-Commerce, Marketing, Manufacturing & Retail Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 20 years. Software Systems Experience QuickBooks Online, Wave, Bill.com, Expensify, Slack, HubDoc, Google Drive, Dropbox, ADP Workforce, ADP TotalSource, ADP Run, Paychex Flex, Gusto Payroll, Trinet, Paylocity, QuickBooks Payroll, Saga, TrialWorks, LawPay, Clio, Lockbox Application, Toast, Cohesion for Restaurants, Square, Stripe, Square Full-service bookkeeping & Payroll Services for all clients will include the following - 1.Reviewing your books line by line to categorize any past transactions and reconcile your accounts 2.Ensure the accuracy of your books by maintaining your accounts throughout each month 3.Provide a seamless bookkeeping experience through communication between me and the client 4.Monitor the health of your business by running and reviewing monthly reports 5.Prepare you for tax time with a customized year-end review to hand off to your tax accountant 6.Provide ongoing support via on-demand chat and scheduled video conference. 7. Process payroll and Prepare 1099s if needed 8. I am certified in ADP, Paychex, Gusto payroll, Heartland Payroll, QuickBooks Payroll 9. I have certification in - QuickBooks, Wave, Payroll

Financial Reporting
Xero
Data Analysis
Gusto
Intuit Quicken
Bill.com Accounts Payable
Bill.com Accounts Receivable
Accounts Payable Management
Accounts Receivable Management
Intuit QuickBooks
Bookkeeping
Bank Reconciliation
Microsoft Excel
$65 hourly
- 4.8/5
- (22 jobs)
I am sure you want a bookkeeper and accountant who is efficient and passionate to take care of your precious accomplishment; your small business. Leave it in my hands and you will be guaranteed quality. I help businesses better manage their finances and make great business decisions by providing them with a proper financial presentation of their companies. I save my clients money, time, and energy. Let me take your bookkeeping, accounting, and auditing anxiety. I am virtual full accountant and bookkeeper with a proven record of experience. I am a certified Quickbooks Online ProAdvisor and I have my CPA license in the state of New York. High quality work is always guaranteed for my clients. Every project I have done has left the clients books accurate; in addition to a more efficient work flow. I specialize in full charge bookkeeping, Quickbooks, budgeting, A/R, A/P, reconciling bank and credit card statements, analyzing financial statements, multiple year catch up, Quickbooks Online setup. My area of expertise is real estate and property management; however, I do accept other projects. I make working virtual painless for my clients. Any bookkeeping needs you may have I can certainly help you with. Accomplishments Include: • Bring accounts that were 2 years old up to date with 100% accuracy • Setup Quickbooks system • Financial reporting • Analyzing financial statements • Balance sheet accounts reconciliation • Categorize expenses I am particularly skilled at paying attention to detail and working out problems. I am a quick learner and easily adaptable to new methods and processes.

Financial Reporting
Internal Auditing
Accounts Payable Management
CPA
GAAP
General Ledger
Account Reconciliation
Bank Reconciliation
Chart of Accounts
Microsoft Excel
Bookkeeping
Accounting
Financial Accounting
Intuit QuickBooks
$79 hourly
- 5.0/5
- (4 jobs)
I provide CFO services for early and midsize companies. I am an ACA; the British equivalent of a CPA and I was CFO of six companies. The industries included technology, media, banking and ecommerce travel companies. I have over twenty years of financial reporting, forecasting and budgeting in companies that range from start up to $100m in revenues. In addition, I was involved in improving financial processes, fifteen M&A transactions, capital raises, board and investor relations and corporate finance. I am a very numerate and detail-oriented person and am an experienced startup operator. I enjoy collaborating with entrepreneurs.

Financial Reporting
Budget Management
Financial Modeling
Corporate Strategy
Fundraising
Startup Consulting
Due Diligence
Business Plan
Contract Negotiation
Mergers & Acquisitions
$50 hourly
- 5.0/5
- (1 job)
My current full time role and professional background is in healthcare finance. However, I have experience freelancing in finance for the areas of realestate, fitness/gyms, restaurants, and construction. I continue to broaden this scope through Upwork and other freelance sites. I am proficient in creating budgets, forecasts, proformas, and doing financial analysis/accounting. I have experience creating professional and high level presentations for board members/investors. I look forward to working together.

Financial Reporting
Financial Modeling
SQL
Spreadsheet Software
Forecasting
Financial Report
Contract Drafting
Invoicing
SAP
Budget Management
Microsoft Excel
Business Presentation
$30 hourly
- 5.0/5
- (7 jobs)
"We highly recommend Stephen. He provided exceptional support in conducting a competitive analysis via data collection, market research, and presentation slides. His work was well-presented and always delivered ahead of schedule. He has strong client service skills: thoughtfully seeking understanding and alignment. Overall, he's a pleasure to work!" Hi all, I'm an experienced consultant in project management, business development and strategy for Fortune 500 companies and Early Stage/Growth Startups. I'm currently the Founder of my own direct-to-consumer business in the Health & Wellness industry. I'm highly proficient in Project Management, Microsoft Excel, PowerPoint & Word, Google Suite, Professional & Business Writing, Market Research & Analysis, Brand Strategy, Content Strategy, and Marketing/Ad Strategy. The industries I've served include: - Financial Services/Banking - Healthcare - Agriculture - Non-profits - Retail/Consumer Goods - Foreign & Local Governments - Construction - Oil & Gas - AI/Tech - Consumer Services - Public Sector Projects include: - Building External/Internal Proposals & Presentations - Conducting Industry & Consumer Research - Creating Content/Marketing/Ad Strategies - Articulating Brand Identity & Activation - Managing Project Scopes of Work, Human Resources & Engagement Economics - Leading Business Development & Strategic Partnerships - Writing Statements of Work

Financial Reporting
Microsoft PowerPoint
Presentation Design
Microsoft Word
Microsoft Office
Pitchbook
Microsoft Excel
Business Presentation
Marketing Analytics
Budget Proposal
Analytics
Brand Identity
Product Development
Business Plan
Presentations
$75 hourly
- 0.0/5
- (0 jobs)
Accomplished and enthusiastic retail professional with over twenty years experience. Detail oriented, focused and reliable in meeting organizational objectives within budgetary guidelines. Proficient in Microsoft Excel and Word, Store Management Enterprise Resource Planning (ERP), Retail POS system, P&L Management POS system, and Adobe Photoshop. I believe that my experience, education, work ethic and enthusiasm would prove to be an asset to any organization

Financial Reporting
Tech & IT
ERP Software
Retail & Consumer Goods
Business
Enterprise Resource Planning
Technical Project Management
Management Skills
Microsoft Word
Finance & Accounting
Analytics
Business Management
Operations Analytics
Microsoft Excel
Financial Report
$90 hourly
- 0.0/5
- (0 jobs)
I'm a Certified Public Accountant (CPA) with experience in providing bookkeeping, accounting, and advisory services to nonprofit organizations. I can help ensure your books stay in great shape for strategic decision-making, 990-prep time, and/or your annual audit. It's important to me that my clients understand the financial workings of their business, so I make it a point to explain everything that I do in a way that they can understand. Questions are both welcomed and suggested. You shouldn't be in the dark about your books! My favorite type of client is someone who takes an interest in keeping up with the financial side of their business.

Financial Reporting
Financial Audit
Accounting Principles & Practices
Financial Modeling
Financial Analysis
Nonprofit Organization
Bookkeeping
QuickBooks Online
Account Reconciliation
Payroll Accounting
Accounts Receivable Management
Accounts Payable Management
Business with 10-99 Employees
Accounting
Budget Management
$35 hourly
- 0.0/5
- (0 jobs)
Dedicated Bookkeeper who has initiative and resourcefulness to deliver excellence in QuickBooks and office management. Key strengths are attention to detail, problem solving, prioritizing and an outstanding work ethic.

Financial Reporting
Management Skills
Microsoft Office
Bookkeeping
Accounts Payable
Accounts Receivable
Intuit QuickBooks
$40 hourly
- 0.0/5
- (0 jobs)
You deserve accurate and tax ready books to enable you assess the financial health of your business and make data driven decisions to grow your business. It is my objective to empower you to achieve that. My focus is bookkeeping, tax returns preparation, tax planning and financial planning & analysis. You will have the help you need to stay compliant, maximize your profit potential and lower taxes through the implementation of optimal bookkeeping and accounting strategies. I am CPA with MBA in finance and over 20 years of experience in bookkeeping, accounting, and financial management. I'm proficient in QuickBooks online and other accounting software systems. Send me a note with a bit about your company, your track record, and your project. If it seems like a good fit, we’ll schedule a call to talk.

Financial Reporting
Tax Planning & Advisory
Tax Preparation
Financial Analysis
Management Accounting
Accounting
Bookkeeping
$45 hourly
- 0.0/5
- (1 job)
Seeking hassle-free financial management tailored to your needs? Or are you looking for a person that will look beyond the numbers and partner with you to help grow your business or nonprofit? If so, I can help. Hello! I'm Kelea Merritt, your dedicated QuickBooks Online ProAdvisor and partner in financial success! I am excited to deliver top-notch bookkeeping solutions to small business owners, entrepreneurs and nonprofits that go beyond the numbers. Your Vision, My Expertise Running a small business requires your focus on growth, and that's where I step in. My mission is to bridge the gap between your ambitions and the financial foundation you need to succeed. With a passion for learning and the tools of a QuickBooks Online ProAdvisor, I am equipped to elevate your financial management to new heights. Services Offered QuickBooks Online Setup (1) Choose the ideal subscription level (2) Tailor Chart of Accounts for clear financial insights (3) Set up and organize products/services for streamlined tracking QuickBooks Online Catch Up & Clean Up (1) Catch up and reconcile accounts for accuracy (2) Organize and revamp existing accounts for effortless management QuickBooks Online Bookkeeping Services (1) Impeccably reconcile bank and credit card accounts for clarity (2) Access monthly Profit & Loss and Balance Sheet reports (3) And more Why Choose Me? Excellence Personified: You will receive my promise of delivering work that's not just good, but exceptional. Affordable Brilliance: Quality doesn't need to come with an inflated price tag. I offer excellence that is accessible and tailored to your needs. Partner in Progress: Your success becomes my success. Beyond numbers, I am here to be a partner invested in your growth. Let's Transform Your Financial Landscape! Let's connect and discuss how I can assist you in managing your finances efficiently and making your business flourish!

Financial Reporting
Financial Accounting
Invoicing
QuickBooks Online
Accounts Payable
Intuit QuickBooks
Customer Service
Accounts Receivable
Data Entry
Microsoft Excel
Bank Reconciliation
Accounting Software
Accounting Basics
Bookkeeping
$100 hourly
- 0.0/5
- (0 jobs)
I am a Controller for a SaaS based startup. I have experience working in SaaS, Internet, Media and Advertising companies. Working knowledge with Microsoft suite of products, Quickbooks, Oracle, NetSuite, Intacct, Workday, Bill.com, Avalara, Expensify, Concur, FloQast, Numeric, Brex and Workiva

Financial Reporting
Journal Entries
GAAP
Internal Control
Financial Analysis
Financial Accounting
Finance & Accounting
Bookkeeping
$60 hourly
- 0.0/5
- (0 jobs)
PROFESSIONAL PROFILE Strategic, result-driven financial professional with 9+ years of expertise in financial modelling, auditing, process improvement, and capital management. Wins includes improving productivity, solving organizational challenges, and growing Invest Newark capital from $5M to $20M. CORE COMPETENCIES * Financial Analysis & Forecasting* Organizational Management * Stakeholder Relations * Business Process Improvement * Analytical & Strategic Oversight * Leadership & Development * Capital Allocation * Financial Management Systems * Interpersonal Communication

Financial Reporting
Budgeting & Forecasting Software
Intuit QuickBooks
Sage Intacct
Payroll Accounting
Nonprofit
Financial Audit
Accounting
Budget
$135 hourly
- 0.0/5
- (0 jobs)
I'm an experienced Chief Financial Officer with more than 20 years of experience who works with small businesses to help them achieve financial stability and maximize their profitability. A key strength is that I have worked with clients in numerous different industries, including: *Manufacturing *Distribution *Construction *Food and beverage *Pharmaceutical and biotechnology *Legal *Retail *SaaS *Staffing *Non-profits I have worked with companies ranging from local startups to global billion-dollar publicly traded corporations. This experience gives me a broad knowledge base that allows me to quickly come up to speed on your business and provide value-added services from the beginning. My areas of expertise include: *Fractional CFO *Budgeting and Forecasting *Financial Modeling *Profitability Analysis *Audit Preparation *Cash Flow Management and Forecasting *Financial Dashboards *Board Reports *Due Diligence *Internal Controls and Sarbanes-Oxley Compliance *Accounting Systems Implementation Experienced with Quickbooks, Sage, MS Dynamics (Great Plains), Lawson, and countless other systems, Excel guru. I offer both hourly and fixed fee engagements, depending on what is right for your business. I'm exciting to work with you!

Financial Reporting
Business Plan
Cash Flow Modeling
Financial Analysis
Chart of Accounts
Financial Projection
Intuit QuickBooks
Financial Modeling
Financial Accounting
Microsoft Excel
Finance & Accounting
Accounting Advisory
$50 hourly
- 0.0/5
- (0 jobs)
I help small businesses develop multi-year strategic plans and drive them to results. With a long track record of increasing profitability for small businesses offering a wide range of products and services, I bring expertise and actionable insights to every project. Let’s work together to achieve sustainable growth and success for your business.

Financial Reporting
Data Analysis
Pricing
Private Equity
Venture Capital
Research & Strategy
Market Research
Market Analysis
Go-to-Market Strategy
Business Analysis
Budget Management
Budget Planning
Forecasting
Strategic Planning
Financial Modeling
$200 hourly
- 0.0/5
- (0 jobs)
i am a CPA with extensive experience in dealing with SEC reporting and preparing technical accounting memos and analysis for complex transactions under US GAAP.

Financial Reporting
Accounting Advisory
Technical Accounting
$65 hourly
- 0.0/5
- (0 jobs)
With almost 15 years of experience in a public accounting firm, I have gained valuable skills and knowledge in handling a wide range of responsibilities. Working with non-profits and boards has been particularly rewarding. While I work with around 25 non-profits throughout the year, I will go more in-depth with the nonprofits I work with weekly, acting as their controller/CFO. My role involves providing more in-depth financial oversight and guidance. I collaborate closely with these organizations to manage financial operations, analyze budgets, ensure regulatory compliance, and support strategic decision-making. Through this level of involvement, I can better understand their specific needs and challenges, ultimately enabling me to provide more tailored and effective financial management solutions. Client 1: One Foundation that receives over $2.5 million in donations is geared towards animal research and awards around $1 million in grants annually. As the person responsible for managing the foundation's finances, I play a crucial role in ensuring the smooth operation and accountability of funds. My responsibilities include maintaining QuickBooks files, handling bill payments, processing payroll, conducting reconciliations, and taking charge of the annual audit. With significant donations and grants to oversee, as well as multiple stipulated funds to track, my attention to detail is paramount. I have successfully supported the growth of this organization, which initially had no employees, by providing guidance and strategic implementation. Currently, the organization boasts a workforce of 7 employees spread across six states, signifying their continued expansion and progress in achieving their goals. Client 2: As the person responsible for maintaining the financial records of an Episcopal Parish, I handle various tasks, including maintaining QuickBooks files, processing bill payments, payroll, retirement contributions, monthly reconciliation, and financial statements. Additionally, I assist the vestry in creating a budget for the organization. Furthermore, I take charge of the annual audit to ensure financial accountability and transparency for the parish. They have a large congregation and four properties, one being a historical site and two rentals. Client 3: Next is a private day school from pre-k to 8th grade. I ensure accurate recording of payroll and retirement contributions for approximately 60 employees. With a 5 million dollar budget, maintaining financial accuracy and compliance is a priority. Reconciliations are conducted monthly, and I take the lead in the audit process. Client 4: Another organization that focuses on providing services to low-income families has four divisions: an after-school program, a Spanish immersion after-school program, a family crisis center, and a summer camp. My grant experience grew as I was in charge of tracking, recording, and submitting federal and state-funded grants. Along with processing bill payments, payroll, retirement contributions, monthly reconciliation, and financial statements. I was the lead on the audit and prepared tax return Form 990. Client 5: I played a crucial role in the early stages of this foundation, which is only four years old. I helped them receive 501C(3) status and continue to support the Executive Director in maintaining its financial stability. By ensuring the smooth operation of the foundation, the ED is able to provide essential cardiac treatments to children with Down syndrome in developing countries. Client 6: Being the person responsible for handling billings, payroll, sales tax, monthly reconciliations, monthly financial reports, and the preparation of the 990 for an organization that has been protecting a constitutional right since 1934 with a $2 million dollar budget, I play a crucial role in ensuring the financial stability and compliance of the organization. Client 7: As the controller for a client with a long-standing historical reputation, founded in 1912, it is crucial for me to take my job and duties seriously. While it is unfortunate to uncover employee fraud, when it does, I am committed to addressing the issue diligently. Working closely with board members and a crisis committee, our primary focus is to prevent further incidents, maintain the organization's integrity, and uphold its longstanding reputation. Thank you for taking the time to read about my work history. It is important to me that you have a clear understanding of my experience and skills.

Financial Reporting
Intuit QuickBooks
QuickBooks Online
Finance & Accounting
Grant Documentation
Budget Planning
Religious, Charitable & Nonprofit
Nonprofit
Accounting
Bookkeeping
$35 hourly
- 4.7/5
- (235 jobs)
I have had numerous successful relationships on this site and some that the client and I did not click with some clients no fault of the theirs or myself. I have maintained a relationship with 50+ clients I met on this site and will continue to serve, to the best of my ability the clients who entrust me with their work. I give each client the best service I can and ensure they achieve the maximum benefits that the law allows, I know the tax law better than most but most importantly I know how to utilize it to maximize each clients situation. I am a self employed CPA with 35+ years of experience, specializing in small to medium size businesses. Experienced with mom and pop operations to multistate 500+ employee companies. Extensive knowledge in construction accounting and financial statements on a work in progress basis. Well versed in federal and state tax law, numerous tax court appearances on behalf of clients, extensive tax audit background. Tax return preparation a large part of my practice, on average I prepare 300-500 returns. Background in Bankruptcy accounting including courses in preparation for certification in this area of practice. Extensive knowledge of Nonprofit accounting and 990 preparation. Successful in numerous offers in compromise both on the federal and state levels. Background in consulting with small business to improve their profitable and aid in making the "hard" decisions most small businesses see but are afraid of the outcome. Believe in quality, timely and comprehensive service at affordable prices. Quick books on line certified and extensive knowledge of Quick books desktop versions. Basis of my practice is to establish an easy to follow accounting system for people that allows for the gathering of all data to prepare accurate and complete tax filings. My 35+ years of experience comes knowledge that they don't teach in books or a classroom and I am willing to bring that knowledge to you to aid you in ways you aren't even thinking about. Communication is the key to a successful relationship between accounting and client and if interaction only happens annually for tax prep than the client is being cheated out of the knowledge and tax planning the accountant brings to the table and in my mind there are no winners in this type of relationship

Financial Reporting
Certified Tax Preparer
CPA
Startup Consulting
Cost Accounting
Bookkeeping
Intuit QuickBooks
Corporate Tax
Tax Return
Financial Audit
Cost Analysis
General Ledger
Tax Preparation
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