Hire the best Financial Reporting Specialists in New York

Check out Financial Reporting Specialists in New York with the skills you need for your next job.
  • $167 hourly
    I am a bilingual Certified Public Accountant (CPA) with 10 years of experience in the field, I have dedicated my career to public accounting. I used to work for top tier public accounting firms with a diverse range of clients, primarily consisting of public and private asset management companies, small to mid-sized hedge funds (with assets under $100 million), as well as public and private banks. Presently, my focus has shifted towards offering comprehensive accounting services to small business owners and startups across various industries, including technology, healthcare training, non-profit organizations, media, and more. My extensive expertise encompasses financial statement reporting, in-depth accounting research based on U.S. Generally Accepted Accounting Principles (GAAP), regular basis accounting & bookkeeping, individual taxes etc. I am proficient in QuickBooks and Wave. I am currently assisting with businesses with managing their books and offering ad-hoc advisory and consulting services. My professional goal is to establish long-term partnerships where I can contribute to the growth of my clients' businesses. I aim to serve as their all-in-one solution for vital business services, offering outsourced accounting, bookkeeping, and more. **List of Services** -Audit Contractor -Review of Financial Statements -Compilation of Financial Statements -Preparation of Financial Statements -Outsourced Accounting and Bookkeeping Services(monthly basis or one time project) -Audit of Accounts -Individual Tax -Financial Planning LINS Accounting & Advisory, LLC
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    GAAP
    Technical Accounting
    Financial Report
    Chart of Accounts
    Financial Accounting
    Account Reconciliation
    Financial Audit
    Bank Reconciliation
    Accounting Basics
    Intuit QuickBooks
    Bookkeeping
    Microsoft Excel
  • $35 hourly
    I am an experienced Accountant and Bookkeeper with over 5 years of hands-on experience in managing financial records, preparing financial statements, and providing tax advisory services. My expertise also includes being a QuickBooks Pro Advisor, ensuring that my clients have accurate and up-to-date financial data. Throughout my career, I have had the pleasure of working with a variety of businesses, including franchise restaurants, gyms, auto repair shops, and more. This diverse experience has given me a deep understanding of the unique financial challenges that different industries face, and has allowed me to develop tailored solutions to meet their specific needs. My services include bookkeeping, payroll management, tax planning and preparation, financial analysis and reporting, and much more. I pride myself on being detail-oriented and committed to delivering timely and accurate results to my clients. If you are looking for a reliable and skilled accountant and bookkeeper, I am here to help. Please feel free to reach out to me with any questions or to discuss your specific needs. I look forward to working with you!
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    Accounting Tools Setup
    Bank Reconciliation
    Accounting
    Ecommerce
    Account Reconciliation
    Accounts Payable
    Accounts Receivable
    Buildium
    Shopify
    Microsoft Excel
    Zoho Books
    Xero
    QuickBooks Online
    Bookkeeping
  • $40 hourly
    ⭐⭐⭐⭐⭐ "Jon was really on the ball! He completely understood my needs and was able to cleanup several years of bookkeeping to give me a lot more clarity on my business. He was quick with deliverables and was a joy to work with." I'm an accountant and certified QuickBooks Online ProAdvisor with over 10 years of accounting and bookkeeping experience. Over the past few years, I've chosen to help small businesses grow by providing visibility into their numbers. Let's have a conversation if any of the following applies to you: ❌ You're spending hours each month maintaining your business books. ❌ Your books have fallen behind and it's difficult/impossible to see how your business is doing. Here are some details on the various bookkeeping services I can help you with: ✅ QuickBooks Online cleanup & catchup ✅ Bank account reconciliations ✅ Monthly P&L, Balance Sheet, & Cash Flow statement delivered to your inbox ✅ Accounts payable - Paying your vendors ✅ Accounts receivable - Creating invoices and sending them out to clients/customers. ✅ Fully managed Payroll (Partnered with Gusto) ✅ E-commerce (Shopify) integration into QuickBooks Online ✅ Quarterly/Annual budgeting & projections ✅ Weekly cash statements fully customized in Excel ✅ 1099 tax filing & electronic delivery I have worked both as an assistant financial controller and financial systems project manager over the course of my career. As an accountant, I've worked through numerous month end closes, account reconciliations, and financial reporting breakdowns. I've also developed a very strong affinity for cloud technology which makes the accounting & bookkeeping process extremely easy and efficient for my clients. As a business owner, you have far more important things to do than spend hours hovering over a screen working on your books. My goal is to work with you to ultimately save time & money, and get your time back into generating more revenue for your business.
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    Financial Statement
    Transaction Data Entry
    Accounting Principles & Practices
    Bookkeeping
    QuickBooks Online
    Intuit QuickBooks
    Accounting
    Income Statement
    Balance Sheet
    Bank Reconciliation
    Accounts Receivable
    Microsoft Excel
  • $30 hourly
    I am a highly motivated and a detailed oriented professional bookkeeper , tax preparer and financial analyst, E-Commerce Specialist looking to assist you in meeting all your accounting and tax goals. I have a vast experience with all aspects of bookkeeping, tax and financial modelling to include, • Accounts receivable and accounts payable • Bank reconciliations and account reconciliations • Inventory tracking and cost of goods sold tracking • Journal entries, month-end, and year-end closings • Financial statements and cash flow forecasting • Budgeting and benchmarking, • Strategic planning, tax planning, payroll taxes, sales taxes and income tax returns. Moreover, I have an excellent command over various accounting platforms like, SAP, Oracle, Quickbooks Desktop, Quickbooks online, Freshbooks, ZohoBooks, Xero, Waves, Quicken, Webgility, Odhoo, Bill.Com, Apparel Magic etc. I have also used various property management tools like Buildium, Yardi, App folio etc. for real Estate bookkeeping. I have been doing bookkeeping for E-commerce businesses as well involving platforms like Amazon, Shopify, WooCommerce, Etsy, Faire etc. For tax preparation and tax filing I've used various tax software such as ATX , Drake, Ultra Tax, Pro-connect, Lacerte for individual and corporate tax returns.
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    Internal Auditing
    Financial Audit
    Financial Accounting
    Intuit Quicken
    Accounting
    Financial Modeling
    Accounts Receivable Management
    Accounts Payable Management
    Accounting Principles & Practices
    Sales Tax
    Accounts Payable
    Bookkeeping
  • $18 hourly
    I can help you with: Tax Preparation, Tax Filing, Tax Season Specialist, 1040 Specialist, Tax Return Preparation, IRS Compliance, Tax Audit Support, Tax Consulting, Tax Planning, Expert in: QuickBooks, TurboTax Pro, TaxAct Pro, Self-Employed Tax Preparation, Rental Property Taxes, Small Business Taxes, Non-Profit Taxes, International Tax Preparation, Expat Taxes, and Estate Taxes. I've dedicated over 15 years to delivering tailored financial solutions for businesses across the USA. With a deep understanding of QuickBooks Online & Desktop, FreshBooks, Xero, NetSuite, Xcel, and other leading software, I provide real-time bookkeeping, financial reporting, tax preparation, and payroll services. Whether you're a seasoned CPA firm or a budding entrepreneur, I can handle all your financial needs, including: 1️⃣ Core Accounting Services: ◾️ Bookkeeping ◾️ A/P & A/R Management ◾️ Efficient Invoice Processing ◾️ Bank/Credit Card Reconciliation ◾️ Reliable Payroll Processing ◾️ Financial Reporting & Budgeting 2️⃣ Tax Expertise: ◾️ Tax Prep & Filing (Individual, Corporate, Partnership) ◾️ Nonprofit Registration & Tax Returns (Form 990) 3️⃣ Business Consulting: ◾️ Startup Guidance ◾️ Strategic Financial Planning Ready to Discuss Your Needs? Let's schedule a quick call to explore how I can elevate your financial operations. ⏩ My Service Offerings: ◾️ Comprehensive Accounting Services: Bookkeeping Financial Reporting Tax Preparation Audit Assistance Financial Analysis Payroll Processing Accounting Software Implementation & Support
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    Accounts Payable Management
    US Taxation
    Accounts Receivable Management
    Cost Control
    Tax Preparation
    Financial Audit
    Bookkeeping
    Accounting
    Balance Sheet
    Account Reconciliation
    Payroll Accounting
    Bank Reconciliation
    Intuit QuickBooks
  • $30 hourly
    With three years of experience as a business analyst, I have developed a comprehensive understanding of the key components required to run a successful business. I have provided strategic guidance to over 10 real estate companies and worked with both small businesses and large organizations. Throughout my career, I have led teams across diverse areas, including operations, customer service, technology, training, and other critical functions. This diverse experience enables me to approach consulting with a well-rounded perspective, allowing me to tailor solutions that align with each client's unique business needs.
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    Product Development
    Business Cases
    Business
    Financial Planning
    Investment Research
    Investment Banking
    Project Management
    Contract Negotiation
    Management Skills
    Microsoft Project
    Microsoft Office
  • $120 hourly
    I am a NYS licensed CPA with a passion for helping small to medium businesses navigate the financial world. I have 4 years of Public Accounting Experience (Big 4) and 3 years as a freelancer. My freelance projects range from not-for-profit consulting to personal tax preparation/planning. I can offer you: - Budgeting/Forecasting - Financial Reporting - Financial Analysis - Reconciliations - Auditing I have experience with SAP, Oracle, JD Edwards, Xero, Quickbooks (including online) and ProConnect Tax Software. Additionally, I am a certified QuickBooks ProAdvisor.
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    CPA
    IRS Income Tax Audits
    Personal Budgeting
    Financial Analysis
    Intuit QuickBooks
    Budget Management
    Payroll Accounting
    Account Reconciliation
    Tax Preparation
  • $45 hourly
    Hi there! I’m Lillian, a Professional Bookkeeper with an Accounting Degree and have over 10 years of experience. I am here to help you! I can assist you by providing the following: -Initial setup of accounting software such as QBO, Zoho and Xero -Connecting bank and credit card accounts to your accounting platform -Reviewing and categorizing business transactions -Analyzing financial information and resolving account issues -Perform daily and monthly reconciliations while overseeing cash disbursements -Manage expenses via excel and Expensify -Maintain records of daily payments received and posting payments to the correct account -Proficient at invoice and collections processing -Generate and analyze financial reports that display the company’s profits, equity and cash flow -Process payroll via ADP or Gusto I've worked with a wide range of businesses, from high-profile clientele in the entertainment industry to start-ups and mid-size companies. If you have any questions, message me and let's schedule a chat! Look forward to working with you!
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    Account Management
    QuickBooks Online
    Bill.com Accounts Payable
    Microsoft Word
    Bill.com Accounts Receivable
    Accounts Payable Management
    Accounts Receivable Management
    Financial Report
    Microsoft Excel
    Zoho Books
    Invoicing
    Data Entry
    Bookkeeping
    Bank Reconciliation
  • $40 hourly
    A CPA and a Chartered Accountant (ACA) with over 6 years of experience at a Big 4 consulting firm (EY). Experience of providing Financial Accounting & Advisory, Financial Modeling and Business Valuations to companies across various sectors. Currently managing Ideate Corporate Consulting, my own consulting firm providing specialized financial & business advisory services to startups and other corporate clients. I specialize in the following: - Financial Statement - IFRS Accounting & Consulting - Analytical Review - Budgeting - Financial Due Diligence - Investment Appraisal - Virtual CFO - Startup Advisory - Business Strategy - Financial Modeling - Financial Operations - Corporate Finance - Business Valuation - DCF Modeling - IRR and Return Modeling - Mergers & Acquisitions - Financial Projections & Forecasts
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    Data Analysis
    Financial Planning
    Financial Presentation
    Business Valuation
    Business Management
    Transaction Data Entry
    Financial Accounting
    Financial Projection
    General Ledger
  • $60 hourly
    Not your average bookkeeper! With a Masters Degree in Accounting, Notary, and over 20 years of various industry knowledge, I offer unsurpassed service and performance with a professional attitude and provide 24/7 services to small businesses and professionals so they can focus on their clients or craft and leave the finances to me. I am known for my hard work, reliability, and accuracy in my field and look forward to working with new clients, both start ups and well established businesses.
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    Sage Intacct
    QuickBooks Online
    Startup Company
    Forecasting
    Budget Planning
    Cost Accounting
    Data Analysis
    Sales Tax
    Journal Entries
    Bookkeeping
    Accounting
    Month-End Close Assistance
    Accounts Receivable
    Accounts Payable
  • $100 hourly
    Overview Provide affordable CFO / Controller services for startups preparing to raise venture capital or other financing or are ready to create an integrated financial infrastructure that connects the entire organization and supports strategic goals. CFO Services ♦ Perform traditional CFO duties, but work remotely and on a part-time basis ♦ Work with management to build a profitable business model and set strategic goals ♦ Create Balanced Scorecards tied to strategic goals and track using KPIs and dashboards ♦ Monitor financial performance using cloud technology ♦ Offer financial guidance on company decisions ♦ Help secure liquidity and financing sources ♦ Create an enterprise risk management system to identify and mitigate threats Due Diligence Preparation ♦ Create budget / forecast models ♦ Compile financial statements including balance sheet reconciliations and variance analysis ♦ Cash management and burn-rate analysis ♦ Track key metrics ♦ Assist with technical accounting issues and tax planning Financial Systems Implementation ♦ ERP recommendations / implementation ♦ Create SOX-compliant internal control systems ♦ Develop integrated policies and procedures including Executive Management, Operations, HR and IT Other Services ♦ Cost saving ideas ♦ Foreign currency conversions ♦ Hedging strategies ♦ Collections ♦ Back-office functions
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    Growth Strategy
    Digital Marketing
    SaaS
    Ecommerce
    Accounting Principles & Practices
    Startup Consulting
    Accounting Software
    Financial Modeling
    Corporate Finance
    Financial Statement
    System Deployment
    CPA
    Project Accounting
    Accounting
  • $85 hourly
    I'm a detail oriented professional with excellent communication skills who has over 20 years of full cycle accounting. I have worked in the property management industry, insurance and e-commerce sectors. I’m proficient in Quickbooks, Yardi Voyager, Rent Manager, EPIC and Excel. I'm interested in working on a part- time basis Other top skills and experience: Financial reporting Bank reconciliations Accounts receivables Accounts payables Variance analysis Budgeting Cleaning books System conversions Customer service I provide accurate, quality work and look forward to working with you.
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    Real Estate
    Bookkeeping
    QuickBooks Online
    London Computer Systems Rent Manager
    Yardi Software
    Balance Sheet
    Intuit QuickBooks
    Microsoft Excel
    Account Reconciliation
    Bank Reconciliation
    Financial Accounting
    Accounts Payable
  • $250 hourly
    ABOUT: 📰Featured in Wall Street Journal, NASDAQ, Microsoft News, CNBC, Business Insider, Yahoo Finance, Benzinga, Digiday, and International Business Times 🔝1% of Global Talent on Upwork in Business Intelligence & Data Visualization as an Expert-Vetted Program Talent Member 💲Entrepreneur Media Magazine Contributor 🗺️Visual Capitalist Contributor 👩‍💼 Founder of Omni Business Intelligence Solutions ("OBIS") ❌ EX-PwC (Financial Auditor & Business Intelligence Technology Consultant) 🧐 To learn more, please review the portfolio and client reviews section of my profile. CERTIFICATIONS: ✔️MIT Certified in Machine Learning and Artificial Intelligence ✔️NASBA Certified Public Accountant (NYS) ✔️Tableau Desktop Specialist ✔️Power BI | Power Apps | Power Automate ✔️Adobe Analytics ✔️RapidMiner Machine Learning Professional ✔️Adobe Experience Platform - Real-time Customer Data Platform (CDP) ✔️Alteryx Advanced Certification ✔️Google Analytics, Ads, Google Tag Manager & Looker Studio ✔️ACFE Certified Fraud Examiner EXPERIENCE & SKILLS: 📊📈🕵🏻‍♀️ Power BI, Looker Studio, Tableau, Business Intelligence, Data Visualization, Data Analysis, Machine Learning, Generative AI, Artificial Intelligence in Data Science, Natural Language Processing (NLP), Text Mining, Sentiment Analysis, Entity Recognition, Topic Modeling, Chatbots Development, ChatGPT, OpenAI APIs, Google Analytics, Google BigQuery, Supermetrics, Power Automate, Management Consulting, Alteryx, Python Programming, R Programming, ETL (Extract, Transform, Load), Data Mining, SAS, SPSS, AWS, Azure Machine Learning Studio, Cloud Data Management, Database Administration, CRM Analytics, Social Media Analytics, Time Series Analysis, A/B Testing, Data Governance, Data Privacy Regulations (like GDPR, CCPA), Project Management, Agile/Scrum, Stakeholder Management, Financial Analysis, Financial Forecasting, Budgeting, Cost Accounting, Financial Modeling, Certified Public Accountant (CPA), Auditing, Internal Controls, GAAP Standards, IFRS Standards, QuickBooks. CONTRACT POLICY: AS OF JANUARY 1ST, 2025, CONTRACTS OPEN WITHOUT ACTIVITY WILL BE CHARGED 2 HOURS PER MONTH TO KEEP IT OPEN. HOURS DO NOT ROLL INTO NEXT CALENDAR YEAR.
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    Machine Learning
    RapidMiner
    Artificial Intelligence
    Forecasting
    Supermetrics
    Visualization
    Presentation Design
    Dashboard
    Microsoft Power BI
    Looker Studio
    Tableau
  • $70 hourly
    I am passionate about creating value for clients by managing corporate strategy, finance and accounting processes, while identifying cost optimization opportunities. The full time MBA program at the University of Michigan, my investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain corporate strategy, analytical finance and accounting skills that are relevant to assisting with complex strategy, accounting and finance needs I am proficient in building financial statements, developing financial models and financial forecasts / projections, conducting valuation analysis, designing pitch decks, conducting investment / equity and/or general financial research I look forward to working with you!
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    Investment Research
    Finance & Accounting
    Factset
    Valuation
    Financial Modeling
    Company Valuation
    Financial Statement
    Mergers & Acquisitions
    Investment Banking
    Financial Analysis
    Financial Accounting
    Financial Report
    Financial Projection
  • $60 hourly
    Experienced Accountant proficient in Financial Reporting and Analysis, Budget Planning, Financial/Cash Forecasting, Reconciliations, Internal Audit, Data Entry, Accounts Payable/Receivable, Full-Charge Bookkeeping. •Proven ability to drive change while effectively collaborating with individuals at all organizational levels. •Demonstrates strong oral and written communication skills, ensuring clear and effective interactions. •Exceptional problem-solving and analytical reasoning capabilities, adept at addressing complex challenges. •Quick to process information and acquire new skills, adapting efficiently to changing environments. •Possesses strong financial acumen, facilitating accurate financial analysis and decision-making. •Demonstrated skills in supervising and mentoring junior accounting staff, fostering a productive team environment. •Capable of acting independently with minimal supervision, demonstrating initiative and resourcefulness. •Successfully manages multiple tasks simultaneously, maintaining organization and efficiency in fast-paced settings. •Experienced with various software systems
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    Management Skills
    Project Analysis
    Forecasting
    Financial Accounting
    Accounting
    Bank Reconciliation
    Account Reconciliation
    Data Entry
    GAAP
    Microsoft Excel
    SAP
    Bookkeeping
    Accounts Payable
    Intuit QuickBooks
  • $80 hourly
    Multi-talented and introverted individual who has been through various industries ranging from restaurant, retail, personal development, manufacturing, clerical, and accounting. Now a business owner & bookkeeper for Weld Street Bookkeeping, LLC, looking to offer 100% remote bookkeeping services to US-based small business clients. Services include weekly categorization of transactions, prior period clean-ups, accounts payable, accounts receivable, payroll, monthly reporting, financial statements, and QuickBooks Online training. My preferred clients are: - Small service-based businesses with less than 10 employees or you work on your own - They use QuickBooks Online now or are willing to switch to it - They have a CPA or tax professional they consult with or are willing to be referred to one What I can do for clients: - Tedious bookkeeping catch-up/clean-ups from prior periods - Precision ongoing bookkeeping services, such as categorizing income and expenses, reconciliations, financial reporting - Accounts payable, accounts receivable, payroll - Coordinate with the CPA or tax professional of the client's choice or refer one if the client doesn't have one available My qualifications: - Graduated from St. John Fisher with a B.S. in Accounting - Certified QuickBooks ProAdvisor - Have over 10 years experience in the accounting field, having worked in Bookkeeping, Accounts Payable, Accounts Receivable, Payroll, and as a staff Accountant - My superpower is puzzling and organizing a client's books so that the business owner can focus on more important things, such as managing the business and taking time for themselves instead of managing their books. - I'm known as the person that likes to streamline processes - I'm Excel savvy What I won't do: - Taxes
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    Financial Report
    Invoicing
    Intuit QuickBooks
    Clerical Skills
    QuickBooks Online
    Accounting
    Microsoft Office
    Microsoft Excel
    Accounts Receivable
    Accounts Payable
    Accounting Basics
    Data Entry
    Bookkeeping
  • $50 hourly
    With over 20 years of cumulative experience in accounting and business strategies, we thrive on sharing our experience and knowledge to help you make a success of your business. Our track record proves that clear communication and expert collaboration will boost your bottom line. We are here to serve all your business needs and if we do not provide a service, we have affiliates in our network that will.
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    Startup Consulting
    QuickBooks Online
    Bookkeeping
    CPA
    Financial Planning
    Tax Planning & Advisory
    Financial Analysis & Valuation
  • $75 hourly
    Accomplished strategy/Analytics consultant working with clients to achieve strategic solutions, resulting in savings and risk mitigation opportunities. My ability to identify problems and design strategic solutions has afforded clients the information and resources to minimize their value at risk.
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    Microsoft PowerPoint
    Microsoft Excel
    CRM Software
    Microsoft Power BI Data Visualization
    Salesforce CRM
    International Development
    Benchmarking
    SQL
    Salesforce
    Database Management System
    Budget Proposal
    Business Development
  • $75 hourly
    I am an accountant who has been doing accounting for over seven years. I have worked with multiple clients in a wide range of industries to help aid them with their accounting needs. I am good at streamlining processes and creating accurate financials. If you are looking to get your businesses books whipped into shape… I am just the person for you!
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    Amazon
    Square
    Stripe
    Xero
    ADP Workforce Now
    Bill.com
    Financial Consulting
    NetSuite Administration
    QuickBooks Online
    Streamline
    Account Reconciliation
    Payroll Accounting
    Intuit QuickBooks
    Accounting
  • $100 hourly
    I have 10+ years of experience in private equity / investment banking, corporate finance and strategy. I worked at Goldman Sachs, Bain Capital, and Toast. MBA from Harvard Business School and undergraduate finance degree from Cornell. Currently Director of Finance at a PE-backed B2B SaaS company with $25M of ARR. Skilled in financial planning & analysis, budgeting / forecasting, financial modelling, strategy, fundraising. Expert user of Excel, GSheets, Netsuite, Salesforce, Pivot. I'm new to Upwork so there is no review / feedback yet, but I have done many similar freelance projects before. Understanding your needs and delivering high quality work on time is very important to me.
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    Excel Formula
    Microsoft Excel
    Financial Modeling
    Analytics
    SaaS
    Strategy
    Financial Planning
  • $50 hourly
    Certified Public Accountant with audit experience as well general accounting experience (including journal entries, month-end close process, general ledger maintenance, AP, AR, bank reconciliations, credit card reconciliations, accrual accounting, payroll processing and financial statement & footnote preparation).
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    Spreadsheet Skills
    Journal Entries
    Bookkeeping
    Sage 50cloud
    Data Entry
    CPA
    Microsoft Excel
    Bank Reconciliation
    Intuit QuickBooks
    Financial Accounting
    Financial Audit
  • $70 hourly
    With over 20 years in Accounting, Finance and Human Resources I assist my clients in all business and life aspects. ~ Daily Financial Management and Organization Assistance for busy professional and elderly ~ Budgeting and Spend Analysis ~ Expense Tracking and Tax Planning ~ Small business back office support: bill paying, invoicing, bank and credit card reconciliations, collections assistance ~Remote/Virtual Accounting ~ Administrative & Bookkeeping services ~Assisting with new business start-ups ~ financial organization and preparation for tax returns ~ bill management setup for busy individuals ~ monthly and quarterly consulting for small business. ~ CFO of RDM Business Solutions
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    Sage 300
    Accounts Payable Management
    Sage 50 Accounting
    Accounts Receivable Management
    Intuit QuickBooks
    Financial Accounting
    Bookkeeping
    Invoicing
    Balance Sheet
    Accounting Software
    Data Entry
    Bank Reconciliation
    Microsoft Excel
  • $75 hourly
    Articulate communications strategist with excellent writing and research skills. Storyteller with a creative edge and a record for enhancing engagement in times of change. Strengthen branding power and consistency. Corporate communications certified from Cornell University. Key Skills: Compelling Storyteller Corporate Communications Public Relations Social Media and Email Marketing Creative/Strategic Program Management Lean Six Sigma Financial Reporting APMP Certification
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    Request for Proposal
    Business Proposal Writing
    Accounts Payable Management
    Accounts Receivable Management
    Intuit QuickBooks
    Bookkeeping
    Payroll Accounting
    General Ledger
  • $275 hourly
    I provide fractional CFO services to construction companies. I consider myself a true CFO, a Construction Financial Officer with over 30 years of construction experience and 12 years of experience as a CFO for numerous union and open shop contractors. I understand the day-to-day issues that contractors face. My clients are located across the country with annual revenue ranging between $5MM-$200MM. I work with general contractors, construction managers, trade specialty subcontractors, and AEC firms. My focus is helping construction companies to mitigate losses and build profitable growth. Constant communication and accountability with estimating, project management and field operation teams. Solidifying the accounting department to provide the financial records for these teams to quickly understand and make successful business decisions on their jobs. Teamwork from all parties with an attention to detail and efficient execution. Cash is king. I prepare cash projections to make sure cash is managed properly. Current and upcoming projects must be funded in addition to creating plans to use excess cash for other investments or R&D. Job Tracking is extremely important to understand how a job is estimated, managed, supervised, and coded. Preparing WIP and other reports involve communicating with all departments. I pride myself in maintaining these relationships with all parties and delivering timely information for management to make accurate business decisions. The investment in my services will help you focus on growing your business instead of worrying about the numbers. What is the cost of not using my services? Your job is to grow your company my job is to help you achieve your goals. Here is a list of services I provide, but are not limited to: • Cash Flow Issues and Projections • Raising Capital or Financial Lending • Tracking Job Profitability and Solving Tight Margins • Systems Implementation • Staff Training and Procedure Checklists by Position • Collections • Tracking Backlog • Financial Reporting – Monthly, Quarterly, Semiannual closing with respective Financial Statements • Job Reporting – WIP Reports, Estimated Costs to Complete Analysis, Labor Efficiency • Financial Planning & Analysis (FP&A) - Establishment of KPIs • Dashboards and Metrics • Better Management of Financial Relationships (Bankers, Attorneys, CPAs, Insurance, Surety, Unions, etc.)
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    Construction Estimating
    Growth Strategy
    Construction
    Business Planning & Strategy
    EOS
    Forecasting
    Budget Management
    Cash Flow Analysis
  • $50 hourly
    Finance and Operations Leader with 20 years of expertise in financial cleanup, new accounting system implementation, and annual and monthly accounting close functions. New to UpWork, I'm providing a reduced rate of $50/hour for new clients seeking project-based assistance, through April 2025. * Proven success in driving the full finance function, from implementing accounting systems and financial control processes to budgeting, forecasting and reporting * Specialize in urgent clean-up and audit projects for businesses, along with implementation of ongoing best practices. * Strong interpersonal and leadership skills, working effectively with CEO, senior management, and department managers as a trusted finance partner * Strategic and tactical approach, with ability to work effectively in both the day-to-day operations and long-term planning
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    Accounting
    Bookkeeping
    GAAP
    Audition Preparation
    Month-End Close Assistance
    Financial Statement
    Sage Intacct
    Cash Flow Analysis
    Budget Planning
    Account Reconciliation
    Accounting Software
    Financial Report
    Intuit QuickBooks
    SaaS
  • $50 hourly
    A CPA offering an extensive 15-year hands-on experience in Financial Accounting, Reporting, Audits, Taxation, and Revenue cycle management services. I'm well-equipped to cater to a varied clientele of all sizes to meet their accounting/tax/financial needs.
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    Revenue Cycle Management
    Management Information System
    Data Analytics
    Medical Billing & Coding
    US Taxation
    Team Building
    Tax Return
    Financial Accounting
  • $25 hourly
    I'm a US CPA with over 15 years of experience in accounting, financial reporting, and US GAAP analysis. I spent the last 10 years helping small to medium sized businesses clean their books, evaluate the financial health of their company, and grow their business to the next level. ⭐Here’s how I bring value to your project⭐ ✔ I have worked with SAAS companies, ecommerce, retail, medical, restaurants, and more. ✔ I can fully manage your back office. From bank reconciliation, AP/AR management, payroll, fixed assets, accruals. ✔ I utilize the latest technology to fully automate and and streamline as much as possible. ✔ Expert in the following platforms: + Accounting: Quickbooks (Online & Desktop), Xero, Netsuite + Merchant Receivables: Stripe, Shopify, Amazon + Payroll: Gusto, Justworks + Inventory: Cin7, A2X + Vendor payments: Bill.com + Employee Reimbursement: Expensify + Other: Carta, Paypal ✔ Communication is key, all responses are within 1 business day or less. ✔ I offer white labeling, virtual back office support. “You can have everything in life you want if you will just help enough other people get what they want.” - Zig Ziglar Let me help your business today.
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    Expensify
    Stripe
    Shopify
    Financial Statement
    Forecasting
    QuickBooks Online
    Xero
    Amazon
    Justworks
    CPA
    Financial Model
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