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Are your books behind, unreconciled, or in need of cleanup? I’m an experienced Bookkeeper and Accountant with over 10 years of freelance experience helping businesses across the United States, Canada, Australia, Europe, and Asia maintain accurate, organized, and reliable financial records. I specialize in bookkeeping cleanup, catch-up bookkeeping, bank and credit card reconciliations, and ongoing monthly bookkeeping. BOOKKEEPING & ACCOUNTING SERVICES ✔ Full-Charge Bookkeeping ✔ Bookkeeping Cleanup & Catch-Up ✔ Bank & Credit Card Reconciliations ✔ Transaction Categorization ✔ Accounts Payable & Accounts Receivable ✔ Financial Statement Preparation & Reporting ✔ Profit & Loss and Balance Sheet Review ✔ Budgeting & Forecasting ✔ Financial Analysis ✔ Data Migration & Accounting System Setup ✔ Troubleshooting Duplicate or Incorrect Transactions ✔ Accounting Process Improvement ACCOUNTING SOFTWARE ✔ QuickBooks Online ✔ QuickBooks Desktop ✔ Xero ✔ Wave Accounting ✔ Acumatica ✔ Third-Party Accounting & Business Applications Whether you need several months or years of bookkeeping cleaned up, accounts reconciled, financial records reviewed, or reliable ongoing bookkeeping support, I can help get your books organized and up to date. I take the time to investigate discrepancies, identify their causes, and correct them rather than simply recording transactions. I also provide clear updates throughout the project so you always know where your books stand. In addition to my accounting background, I am a Lawyer with a Bachelor of Science in Business Administration, Major in Accounting, and a Master in Public Administration. My professional background has strengthened my attention to detail, analytical skills, confidentiality, and commitment to accuracy. I am available for both short-term cleanup projects and long-term bookkeeping engagements. If your QuickBooks, Xero, Wave, or Acumatica books need cleanup, reconciliation, catch-up work, or ongoing support, send me a message and let’s discuss your project.

Messy QuickBooks slowing down tax prep and decision-making? With 5 years in audit and accounting and 10+ 5-star reviews, I clean up, reconcile, and organize books fast for agencies, e-commerce brands, and service businesses, delivering tax-ready financials, accurate reporting, and clear workflows. 📊 𝐇𝐎𝐖 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 ◘ Close your monthly books within 𝟓–𝟏𝟎 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐝𝐚𝐲𝐬 for real-time visibility ◘ Untangle and precisely reconcile 𝟐+ 𝐲𝐞𝐚𝐫𝐬 of backlogged transactions fast ◘ Eliminate 𝟗𝟎% 𝐨𝐟 𝐦𝐚𝐧𝐮𝐚𝐥 𝐞𝐧𝐭𝐫𝐲 using bulk import and automation tools ◘ Reduce year-end CPA fees by delivering 𝟏𝟎𝟎% 𝐫𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐞𝐝, audit-ready data ◘ Deliver expert-level accounting backed by experience serving 𝟐𝟓+ 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 ============================ ⭐ 𝐖𝐇𝐀𝐓 𝐂𝐋𝐈𝐄𝐍𝐓𝐒 𝐀𝐑𝐄 𝐒𝐀𝐘𝐈𝐍𝐆 ❝John was very detail oriented and dove right into my books which were a mess and he organized everything to my specs very quickly. Showed a high level understanding.❞ – David Zinland, Owner, Zinland Associates ❝John Christopher has been outstanding. He is responsive, professional, and always takes the time to provide clear, thorough, and accurate accounting services. Working with him has been easy and reassuring because I know the work is being handled carefully and correctly. I really value his reliability and would highly recommend him.❞ – Gary Austin, Law Firm Owner ❝John is truly awesome to work with. Very detailed. Always on time and honest. I highly recommend and plan to keep working with him!❞ – Louis Hancock, Software & E-Commerce Startup Founder 🏆 PH Certified Public Accountant (CPA) 🎖 QuickBooks Online ProAdvisor Certification Levels 1 and 2 🎖 Intuit Bookkeeping Certification 🏅 Microsoft Office Specialist: Excel 2013 Check out my bookkeeping cleanups, reconciliations, and financial reporting examples in the portfolio below. ============================ ➤ 𝐑𝐄𝐀𝐃𝐘 𝐓𝐎 𝐂𝐋𝐄𝐀𝐍 𝐔𝐏 𝐘𝐎𝐔𝐑 𝐁𝐎𝐎𝐊𝐒? Message me on Upwork today for a quick review of your QuickBooks file, and I’ll help you get clean, accurate, tax-ready books fast. ============================ 🛠️ 𝐓𝐎𝐎𝐋𝐒 & 𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐘 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 & 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 • QuickBooks Online • Digits 𝐄-𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞 & 𝐏𝐚𝐲𝐦𝐞𝐧𝐭𝐬 • Stripe • eBay • Squarespace • Etsy • Clover • Jewel360 • QuickBooks Payments • PayPal • Venmo • Wise 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 & 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 • Gusto • Deel • Clio • Cloudbeds • Joinposter 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Microsoft Excel • Google Sheets 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧 & 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐨𝐧 • Microsoft Office • Zoom • Slack • Trello QuickBooks Online Bookkeeping, QuickBooks Cleanup, Bank Reconciliation, QuickBooks Reconciliation, Accounting Services, Monthly Bookkeeping, Financial Statements, Catch Up Bookkeeping, GAAP Financial Statements, Audit Ready Books

Start-up company senior accounting role, general accounting and bookkeeping, payroll, cost accounting, sales tax preparation with the use of QB online,Xero and excel. Over the years I have been using different tools in achieving such competency like Quickbooks online and Pro versions, XERO, MYOB, Wave Accounting and SAPBusinessOne. But overall, no matter what accounting software they will require me to use, I can navigate through these tools without much supervision. I'm looking for full-time opportunities where I can help employers with their finances through financial statement reporting and information accumulation through proper accounting of transactions. Core Skills: 1.) Reconciliation 2.) Accounts Receivable Management 3.) Accounts Payable Management 4.) Inventory Accountant 5.) General Ledger 6.) Journal Entry, Adjusting Entry, Closing Entry, Monthly closing. 7.) Monthly closing 8.) Cost Accounting 9.) Philippine Investment/Business Set-Up Software knowledgeable on: 1.) Quickbooks (all versions) 2.) Xero 3.) Odoo 4.) MYOB 5.) Appfolio 6.) SAP (beginner) 7.) Wave 8.) Bill.com 9.) ADP Payroll Solutions 10.) Expensify 11.) Hubdoc 12.) Sage (beginner)

Tired of uncategorized expenses, messy bank feeds, and financial reports that don't match reality? I turn accounting chaos into audit-ready financial systems. I am an experienced Bookkeeping & Finance Specialist with a strong academic background — having successfully passed 10 ACCA papers. Combined with over 3 years of hands-on bookkeeping experience, I bring advanced financial expertise to small businesses, ensuring your accounts are accurate, compliant, and structured for growth. Whether your accounts are months behind or you need precise monthly management, I ensure every single dollar is properly categorized, reconciled, and accounted for. Core Expertise & Services ✔️ Messy Books Catch-Up & Clean-Up: Restructuring disrupted accounts, resolving discrepancies, and bringing backlogs fully up to date. ✔️ Full-Cycle Bookkeeping: Complete day-to-day transaction processing in QuickBooks Online and Xero. ✔️ Bank & Credit Card Reconciliation: Strict monthly matching between bank statements and general ledger entries. ✔️ Financial Statement Preparation: Delivering clean, decision-ready Profit & Loss (P&L), Balance Sheet, and Cash Flow reports. ✔️ Accounts Payable & Receivable (AP/AR): Complete invoicing management, credit notes, and customized document design. ✔️ Chart of Accounts Optimization: Tailoring account structures for clear tax tracking and accurate performance insight. 🔹 Software & Platforms Accounting: QuickBooks Online (QBO), Xero, Wave Data & Analytics: Advanced Excel (VLOOKUP, Pivot Tables), Google Sheets Workflows: Multi-currency management, custom template design, cloud document integration 🔹 Why Clients Partner With Me Strong Accounting Foundation: Backed by 10 passed ACCA papers and practical bookkeeping experience. Zero-Error Mindset: Rigorous cross-checking across bank feeds and transaction codes. Proactive Communication: Direct, transparent updates so you always know the exact health of your books. Absolute Confidentiality: Strict standards for data privacy and financial security. 🔹 Ready for Stress-Free Accounting? If you are looking for a reliable professional to take complete ownership of your bookkeeping and deliver reliable numbers every month: Send me a message with a brief note about your current accounting setup, and let's clean up your books.

Detail-oriented and reliable Bookkeeper with over 15 years of combined experience in corporate and freelance finance roles. Proven track record in maintaining accurate financial records, performing full-cycle accounting, and managing tax compliance. Proficient in a wide range of accounting software including QuickBooks Online, Xero, Gusto, A2X, and Wave. Skilled in reconciliation, reporting, and collaborating with cross-functional teams in remote and onsite environments.

Struggling to make sense of complex financial data for strategic decisions? My name is Wilfredo, a CFA Level II passer with 𝟕+ 𝐲𝐞𝐚𝐫𝐬 in hedge fund research and M&A advisory, delivering actionable insights and robust financial models that drive growth and informed investments. 📈 𝐇𝐎𝐖 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 📊 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 Build custom financial models for investment evaluation, capital raising, and strategic planning. 📉 𝐌&𝐀 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 Assist with due diligence, deal modeling, and buy/sell-side transaction analysis. 📈 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐄𝐪𝐮𝐢𝐭𝐲 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 Deliver comprehensive investment analysis and performance reviews across asset classes. 📊 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 Design interactive dashboards using Excel, Power BI, or Tableau to monitor KPIs and business performance. 💰 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 Prepare clear, investor-ready pitch decks, reports, and fundraising documents. ============================================================================ 🌟 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬 🌟 ❝Wilfredo was a pleasure to work with. He was very diligent and responsive. I was impressed that Wilfredo came up with solutions and cool ideas to implement to the project. I would use Wilfredo again for future projects.❞ – William E. ❝Jun — you’ve done an excellent job on our specialized Excel projects. Your skills are clearly expert-level: you work quickly, build clean and reliable models, and consistently deliver exactly what’s needed. Communication has been regular and proactive throughout, with clear updates and thoughtful questions when requirements needed tightening. Most importantly, you complete work on time and to a high standard. I’d gladly hire you again and recommend you to anyone needing advanced Excel support.❝ - Chris D. ❝Wilfredo worked quickly and communicated well. He was able to review a financial model and make some helpful updates and comments.❞ – Lauren R. ❝Wilfredo is very smart and works quickly. The work was done perfectly and he made several adjustments that I asked for during the process. I definitely recommend him.❞ – Fahid Mustafa E. 🏆 Top Rated Plus Freelancer on Upwork 🎖 Chartered Financial Analyst Level II Passer 🎖 Financial Modelling and Valuation Analyst (FMVA) ============================================================================ 📊 𝗟𝗘𝗧'𝗦 𝗧𝗔𝗟𝗞 𝗙𝗜𝗡𝗔𝗡𝗖𝗘 Need expert financial analysis or a custom model to drive your business decisions? 𝗠𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝘁𝗼𝗱𝗮𝘆 and let's unlock your financial potential together. I typically respond within 6 hours and am ready to support your project needs. 💼 𝐓𝐎𝐎𝐋𝐒 & 𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐘 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Excel (Advanced Financial Modeling) • Financial Modeling and Valuation Analyst (FMVA) • Equity Valuation Models 𝐃𝐚𝐭𝐚 𝐕𝐢𝐬𝐮𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 & 𝐁𝐈 𝐓𝐨𝐨𝐥𝐬 • Power BI • Tableau 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞𝐬 & 𝐐𝐮𝐞𝐫𝐲𝐢𝐧𝐠 • SQL 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐓𝐨𝐨𝐥𝐬 • Hedge Fund Research Platforms • Investment Banking Tools 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Chartered Financial Analyst (CFA) Level II Passer • Financial Modelling and Valuation Analyst 𝐒𝐨𝐟𝐭 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐌𝐞𝐭𝐡𝐨𝐝𝐨𝐥𝐨𝐠𝐢𝐞𝐬 • M&A Advisory Support • Due Diligence • Deal Execution • Investment Analysis • Scenario & Cost Optimization Analysis FP&A, Financial Modeling, Financial Analyst, Budgeting, Forecasting, Valuation, DCF, M&A, Investment Analysis, Due Diligence, Excel Expert, Power BI, KPI Dashboard, Cash Flow Forecasting