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  • $75 hourly

    • 5.0/5
    • (19 jobs)
    I am a licensed CPA (US) with 15+ years of experience in providing comprehensive financial services. My expertise lies in 'Audit/Reviiew/compilation of financial statements , tax returns (Corporarte and individuals), Certifying and issuing letter for mortgage/contract bidding and otger purposes, financial analysis, accounting and bookkeeping, handling debt refinancing etc., and I am committed to delivering accurate, timely, and insightful financial solutions. What I Offer: Audit/Review/Compilation: I have my own CPA practice and provide audit/review, and compilation services clients accross various industries Tax Services: I prepare and submit tax returns for individuals and corporates (1040, 1065, 1120, 1120s etc. Financial Analysis: Proven ability to analyze financial statements, identify trends, and provide strategic recommendations. Financial modeling: Assist client in financial projections, budget settings and other ratios etc analytical work for their banking or compliance requirements Bookkeeping: Proficient in maintaining accurate financial records and reconciling accounts. Debt refinancing: Assisting clients in handling debt refinancing with the financial institutions Consulting: Advisory services tailored to improve financial processes and maximize profitability. CPA certifying letter: Issuing cetifying letters to clients for multiple purposes including morgage, loans, rentals, and state applications for different purposes. Why Choose Me? Professionalism: Dedicated to high-quality work, confidentiality, and ethical standards. Client-Centric Approach: Tailoring services to meet your specific needs and objectives. Efficiency: Delivering results promptly without compromising accuracy.
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    Intuit QuickBooks
    Refinancing
    Report Writing
    Financial Modeling
    QuickBooks Online
    Bookkeeping
    Taxes
    Financial Statement
    Accounting
    Financial Audit
    Financial Accounting
    GAAP
  • $150 hourly

    • 5.0/5
    • (7 jobs)
    With extensive Big 5 experience and an entrepreneurial mindset, I specialize in driving financial growth and optimizing operations. Renowned for enhancing corporate finance, I champion acquisition strategies and valuations that bolster business efficiency and profitability. As a finance transformation leader and integration specialist, I excel at financial planning and analysis (FP&A), delivering cost reduction, and maintaining compliance within dynamic market environments. Data-Driven Financial Analysis & Reporting: Adept at financial analysis, I'm committed to accurate and compliant GAAP financial reporting, skillfully managing the preparation of financial statements. My financial dashboard design accelerates decision-making through key performance indicators (KPIs), return on investment (ROI) analytics, and comprehensive revenue forecasting. Budget Development & Financial Forecasting Expertise: I empower executives with budget management, variance analysis, and financial forecasts, striving for financial stability and increased EBITDA. With a focus on treasury management, I devise cash flow forecasts and long-term financial projections addressing liquidity management and fiscal sustainability. Acquisition Due Diligence and Capital Investment Planning: I am a due diligence expert and capital investment strategist, skilled in mergers and acquisitions (M&A), ensuring the reliability of financials and sophisticated financial modeling to evaluate investment opportunities and internal rate of return (IRR). Robust Internal Control Systems & SOX Compliance: I design and enforce operational controls with a flair for risk management, targeting reduction in fraud and ensuring Sarbanes-Oxley (SOX) compliance. My internal audit practices and financial policies enhance corporate governance for high-value entities within publicly listed companies. Transformational Leadership & Team Building: As a change agent, I have achieved significant profit growth and sales enhancement by fostering innovation and teamwork. My leadership in talent management and human resources has notably decreased turnover rates, underscoring my commitment to workforce diversity and inclusion initiatives. Technical Proficiency: I am proficient in an array of financial software applications, including: • Microsoft Excel and Office Suite • QuickBooks (Desktop & Online) • Sage Intacct (Cloud Accounting) • Bill.com (AP/AR Automation) • HubSpot (CRM & Sales) • BuilderTrend (Construction Management) • Shopware (Ecommerce Platform) • Service Fusion (Construction Management) • Kartra (Ecommerce Platform) Through strategic insight and financial stewardship, I offer more than expertise—I provide progressive leadership to guide businesses towards groundbreaking success.
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    Budgeting & Forecasting Software
    Management Accounting
    CPA
    Taxes
    Financial Modeling
    Strategy
    Microsoft Office
    Analytical Presentation
    Accounting
    Internal Control
    Intuit QuickBooks
    GAAP
    Sage
    Financial Variance Analysis
  • $84 hourly

    • 4.5/5
    • (32 jobs)
    PROFILE US based - CPA with 16 years of experience working in public accounting, financial services, and partnered with many businesses; including a NYSE publicly traded company. Projects/ duties included: ✓ CFO/ Controller services - KPIs, Financial health review & Strategy ✓ Business Advisory Services ✓ Financial statement preparation and clean-up ✓ Financial modeling, budgeting and forecasting ✓ Business Valuations/ Acquisition Due Diligence ✓ Compilation Preparation I'm happy to help you with you short or long term Accounting and Finance needs. Arthur Donovan, CPA/ MBA Managing Director STJ Accounting
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    Financial Analysis
    CPA
    Finance
    Project Accounting
    Internal Auditing
    Bookkeeping
    Internal Control
  • $35 hourly

    • 5.0/5
    • (8 jobs)
    Are you suffering from business overwhelm and worried that your numbers may not be entirely accurate? I help busy professionals and small business owners get their books cleaned up, caught up, and kept up. I LOVE working with numbers, so if the thought of ledgers, spreadsheets, & financial statements makes your head spin, it may be time to outsource that task to someone who is excited to take it on for you. Someone like me! Are we a good match? --Are you a small business, start-up or solopreneur needing someone to take the bookkeeping tasks you dread off your plate? --Are you using QuickBooks Online, Xero, or Wave Accounting software (or ready to switch to one of them?) --Do you need someone who can show you what you need to know in regards to your books, in an easy-to-understand way? If you answered yes to these questions, then here's how I can help you. I will: 1. Get your books back in order and up-to-date. This includes (the nitty gritty): --categorizing all transactions so you have clean, tax-ready financials --reconciling all accounts to make sure every penny is in its place & the numbers are right --attach all supporting documents for an easy-to-follow paper trail --pay your bills using a Bill Pay system --produce customized reports so you will have actionable financial clarity to make decisions 2. Help you choose the right apps to integrate with QuickBooks in order to streamline & automate your processes 3. Teach you what you need to know about QuickBooks Online to help your business run more smoothly The reasons why you WANT me to do all of this (in a nut-shell): --It can help you become more profitable --Save you time that would be better spent elsewhere --Have you ready to go for tax time. For a more in-depth look at how to work with me, I have a step-by-step guide in my portfolio that will walk you through the whole process. My Qualifications: --I am a certified Advanced QuickBooks Online ProAdvisor --I have successfully completed the Intuit Bookkeeping course, Bookkeep Anywhere Virtual Bookkeeping Course, as well as the QuickBooks Payroll certification --I have an AAS in Small Business Entrepreneur from San Jacinto College (2006) -- I was a member of Phi Theta Kappa Honor Society and graduated Magna Cum Laude --I have been the Full Charge Bookkeeper for a corporation in the NDT (non-destructive testing) field since 2020 And just for fun, here's a little about me: I am from the Houston, Texas area. I come from a family of entrepreneurs (my dad, stepdad, and brother), so I understand the struggles and headaches small business owners go through. My hobbies include camping, hiking, bird watching, and competitive bodybuilding. The next step is to send me a message so we can discuss your project. You can tell me about your business and we can decide if I would be a good fit. No pressure. No obligation. At the very least, I can give you some input on your project or bookkeeping system. So if this sounds good to you, send me a message and we can talk.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Cash Flow Analysis
    Wave Accounting
    Account Reconciliation
    Financial Statements Preparation
    Light Bookkeeping
    QuickBooks Online
    Accounts Receivable Management
    Accounts Payable Management
    Budget Planning
    Accounting Software
    Bank Reconciliation
    Intuit QuickBooks
    Bookkeeping
  • $200 hourly

    • 5.0/5
    • (3 jobs)
    Focus on your business, leave finances to the experts. Your financial expertise on-demand - so you don’t waste time with spreadsheets. 🏆 17 years of experience in the financial sector holding investment banking and corporate lending positions at internationally recognized banking institutions including UniCredit and Societe Generale 🏆CFA Charterholder since 2013 I can help with the following: ✅ Financial Forecasting ✅ Financial Modeling ✅ Budgeting ✅ Cleaning up Historical Accounting ✅ Preparing for a Strategic Transaction ✅ Raising Capital (Debt/Equity) ✅ Resolving Cash Flow Challenges What my clients say about me: ★ Leveraging Stan's service has been much more cost-effective than hiring a full-time CFO would have been. We only pay for what we need, when we need it, without having to worry about the overhead costs of hiring a full-time employee ★ I can confidently say that partnering with Stan has been a game-changer for our business. His ability to provide us with a clear financial picture, along with his professional guidance, has led to better management decisions I possess extensive expertise across various sectors: • Consumer goods • E-commerce • SaaS • Fintech • Financial Institutions • Oil&Gas • Semiconductors • Car Dealers Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner
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    FinTech
    Investment Research
    Mergers & Acquisitions
    Investment Banking
    Fundraising
    Management Accounting
    Management Consulting
    Corporate Finance
    Financial Consulting
    Financial Analysis & Valuation
    Microsoft Excel
    Presentations
    Financial Projection
    Financial Modeling
  • $45 hourly

    • 5.0/5
    • (22 jobs)
    𝙔𝙤𝙪 𝙝𝙖𝙫𝙚 𝙖 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙩𝙤 𝙧𝙪𝙣. 𝙎𝙤, 𝙡𝙚𝙩 𝙢𝙚 𝙨𝙖𝙫𝙚 𝙮𝙤𝙪 𝙨𝙤𝙢𝙚 𝙩𝙞𝙢𝙚 𝙗𝙮 𝙜𝙚𝙩𝙩𝙞𝙣𝙜 𝙩𝙤 𝙩𝙝𝙚 𝙥𝙤𝙞𝙣𝙩 . . . 𝗪𝗵𝘆 𝘀𝗵𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝗵𝗶𝗿𝗲 𝗺𝗲? ➊ I am a, full-charge bookkeeper with over 25 years of experience. Some of my bookkeeping clients have been with me for 17+ years. (Watch my video to meet me in person and learn more about my experience!) ➋ I specialize in QuickBooks Online and am certified as an Advanced QBO ProAdvisor. If you don't already use QBO, I can set up an account for you with a customized Chart of Accounts for your industry. ➌ I have clients in a variety of industries . . . E-Commerce sellers, Interior Designers, Consultants, Health & Wellness Coaches, App Developers . . . just to name a few. If it turns out I'm not a good fit for you or your industry, I can help you find a bookkeeper who is! ➍ I am part of a network of over 1,000 trained bookkeepers across the U.S. who support each other with mentorship, guidance, and referrals. If it turns out that I don't know how to handle something, I have multiple resources to help me figure it out! ➎ I have a bachelor's degree in Marketing/Business Administration from Texas A&M University. 𝗜 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗲 𝗶𝗻: ✔️ Catch-up Services to update your QBO books with months or even years of data. ✔️ Clean-up Services to transform messy QBO books into a clean and accurate picture of your business's financial standing. ✔️ Set up Services to establish a QBO account for new companies or small business owners who haven't had the time to do it themselves. ✔️ Ongoing Bookkeeping Services at a rate you can afford so you can focus on growing your business. ✔️ Helping clients who utilize the Profit First method to prioritize profit and improve their financial management. 𝗗𝗼 𝗜 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆? 👍 Consultants 👍 Interior Designers 👍 App Developers 👍 Personal Trainers 👍 E-Commerce Sellers 👍 Other Service-Based Industries 👍 Independent Medical, Health & Wellness Providers 👎 Law Firms, Insurance-Billed Medical Practices, Construction Companies & Contractors 𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗱𝗼 𝘆𝗼𝘂 𝗰𝗵𝗮𝗿𝗴𝗲? / 𝗛𝗼𝘄 𝘄𝗶𝗹𝗹 𝗜 𝗯𝗲 𝗯𝗶𝗹𝗹𝗲𝗱? 💰 I offer customized pricing packages based on the scope of work. If you already use QBO, you will get a fixed-price quote based on my Diagnostic Review of your current books. If you are new to QBO, we can discuss your needs and pricing in more detail. 💰 My current rate is $45/hour, and I require a 3-hour minimum for all projects and ongoing monthly services. This 3-hour minimum covers most businesses with less than 3 bank/credit card accounts and less than 100 total bank/credit card transactions per month. 💰 I prefer Upwork hourly contracts for ongoing services to save us both the time and hassle of establishing and funding milestones each month. But, to put your mind at ease, we will set a fixed number of hours that will be billed each month, so there are no surprises! 𝗪𝗮𝗻𝘁 𝘁𝗼 𝗸𝗻𝗼𝘄 𝗵𝗼𝘄 𝘁𝗼 𝗴𝗲𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝗱? You have a few options! ✔️ Send me a quick message to tell me a little about your business and your bookkeeping needs. ✔️ If you'd like to schedule a call to meet in person, you can see my availability and schedule the call from the Consultation option on my Upwork profile. But please message me first! ✔️ If you already have a QBO account, one of the first things I'll need to do is a Diagnostic Review of your books. This will allow me to gauge the scope of work, give you a price quote, and establish an action plan. You can purchase this and learn about what it entails by going to the Project Catalog at the bottom of my profile. ✔️ If you don't already have a QuickBooks Online account, I can set it up for you with an ongoing discounted rate! ✔️ You are also welcome to message me with any questions! I look forward to meeting you!
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    Spreadsheet Skills
    Shopify
    Etsy
    Amazon
    Gusto
    Account Reconciliation
    Accounting
    QuickBooks Online
    Ecommerce
    Accounting Basics
    Data Entry
    Intuit QuickBooks
    Microsoft Excel
    Bookkeeping
  • $50 hourly

    • 5.0/5
    • (4 jobs)
    Let’s be real: managing your finances shouldn’t be a headache. With over 15 years of experience in Accounting and Financing, I specialize in Bookkeeping and Financial Analysis for small, online-based businesses. From organizing messy books to strategic CFO-level advice, I’ve got you covered. 💡 What I Do Best: Accurate Bookkeeping: Get clean, reliable books—no fluff, no drama. CFO-Level Strategy: Real talk and real numbers to guide your business growth. Financial Reporting That Makes Sense: Monthly and quarterly insights without jargon. Payroll Without Pain: I handle it so you don’t have to. Software Expertise: QuickBooks Online, Xero, Gusto, Wave—certified and ready to go. 💡 Why Hire Me? I get things done. Period. Transparent —no hidden fees or confusing jargon. Focused on results that help your business thrive. Ready to stop stressing about your finances? Let’s discuss how my skills and experience can benefit your business.
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    QuickBooks Online
    Gusto
    Xero
    Financial Modeling
    Wave Accounting
    Cost Accounting
    Tax Accounting
    Account Management
    Accounts Receivable
    Accounts Payable
    Account Reconciliation
    Budgeting & Forecasting Software
    Bookkeeping
    Accounting
  • $125 hourly

    • 5.0/5
    • (186 jobs)
    Welcome! I specialize in helping managers overcome their business challenges with creative solutions that I develop with Microsoft Excel and Visual Basic. In a career working internationally as an accountant and business analyst for S&P 500 companies, I have practiced my skills in a variety of disciplines, from Accounting & Reporting to Financial Planning; from Taxation to Compliance; and from Enterprise Resource Planning (ERP) implementation to Business Process Improvement. I am motivated to see my clients operate more efficiently and to make better decisions faster. Please see my service offerings below, view my video, and check-out some of my models in the Portfolio section of my profile. I am very personable and want to learn how I can be of assistance to you! ◊ Service Offerings ◊ Financial Modeling: • Integrated/Three Statements Enterprise Planning • Capitalization Table • Taxation • Reporting • Debt Management • Personal Finance Valuation: • Monte Carlo Simulation • Discounted Cash Flow Analysis • Abnormal Earnings/Residual Income Management & Decision-making Tools: • Business Process Automation • Pricing • Form Automation • Dashboards & Performance Measurement • Data Visualization • Optimization • Decision Tree • Scheduling
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    Financial Planning
    Corporate Finance
    Business Analysis
    Venture Capital Consulting
    Company Valuation
    Financial Modeling
    Visual Basic
    Business Valuation
    Financial Analysis
    Data Visualization
    Cash Flow Analysis
    Financial Projection
    Microsoft Excel
  • $40 hourly

    • 4.2/5
    • (2 jobs)
    Highly motivated professional with extensive years of experience in accounting/finance as an Accounting Associate. Excellent communication and interpersonal skills; easily interact with customers, staff, and supervisors. Outstanding listening and problem solving skills; consistently striving to exceed customer expectations and help the organization reach the next level. Proficient in Microsoft Software, AS400, JDE, Deltek, Salesforce, NetSuite, QuickBooks, SAP, and SAP Concur.
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    Accounting Basics
    Bill.com Accounts Payable
    Accounting Software
    Administrative Support
    Data Entry
    Payment Processing
    Accounts Payable
    Invoicing
    Microsoft Excel
    Bank Reconciliation
    Intuit QuickBooks
  • $25 hourly

    • 5.0/5
    • (18 jobs)
    I'm a seasoned accountant and QuickBooks Certified ProAdvisor with over 8 years of experience. My expertise includes Full-cycle Bookkeeping, Tax Accounting, Financial Reporting, QuickBooks setup, Training, Payroll processing, and budgeting. I've successfully collaborated with diverse clients, and thier testimonials highlight my reliability and attention to detail in streamlining financial processes. If you're looking for a dedicated professional to enhance your financial operations, let's connect and discuss.
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    Bill.com
    Xero
    QuickBooks Online
    Payroll Accounting
    Bank Reconciliation
    Account Reconciliation
    Chart of Accounts
    Accounts Receivable
    Accounting Software
    Accounts Payable
    Accounting
    Bookkeeping
    Intuit QuickBooks
  • $15 hourly

    • 5.0/5
    • (2 jobs)
    • Certified Bookkeeper, • Xero certified advisor • Payroll • QuickBooks Online Pro Advisor • Accounts Payable Management • Accounts Receivable management • Bookkeeping and Accounting Services for US/Australian/Canadian Businesses I have worked exclusively with QuickBooks for over 6 years and offer Full-Cycle accounting services, bookkeeping services and consulting to assist your company with meeting its financial goals. I am a highly skilled professional and small business owner with a Bachelors Degree in Business Management. I am proficient in financial analysis, forecasting and budgeting, retroactive bookkeeping and clean up, new account set-up, monthly bookkeeping maintenance, payroll processing, accounts receivable, accounts payable, bank reconciliation, journal entries, monthly and annual financial reporting, month end and year end closings. Full Project management from start to finish . What Can I do For You Categorization Bank Reconciliation Monthly Payroll AR and AP Bookkeeping Accounting Balance sheet Profit and Loss Income Statement Journal Entries General Ledger XERO QuickBooks Online Cheers! Abdul Fatah Expert Quickbooks Bookkeeper | Accountant | Xero certified
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    Bank Statement
    Inventory Management
    Financial Statement
    Account Reconciliation
    Gusto
    Light Bookkeeping
    Account Management
    Bank Reconciliation
    Payroll Accounting
    Intuit QuickBooks
    Xero
    Balance Sheet
    Chart of Accounts
    Bookkeeping
  • $200 hourly

    • 5.0/5
    • (74 jobs)
    I am looking to collaborate with business owners eager to transform their financial strategies, especially if they feel it's becoming a barrier to their success. I will help you manage all of the financial aspects of your business so that you can reach a place of financial empowerment that enables you to focus on your passion, your business. If you are looking for a true financial partner who doesn’t just punch the numbers but takes an active role in optimizing your company’s growth, let's schedule a call. Services Provided: Virtual CFO, Pre-audit Engagements, Business Consultant, Controller, Accounting Manager, Monthly review, Audit Liason, Pre-audit prep, Forensic Accounting, Internal Auditing, HR support, Cash to Accrual Conversion Professional Skills: CFO, Controller, Accounting Manager, Quickbooks Proadvisor, QuickBooks Online, Quickbooks Training, Accounting review and Clean up, Bookkeeping, Payroll, Account Reconciliations, Budgeting & Forecasting, Financial Analysis, Management Reporting, Public Accounting, Create Policies and Internal Control Documents, Liaison for audits Software skills: QuickBooks Online, Wave, Appfolio, Buildium, Fathom, Google Sheets, Google Docs, Advanced Excel, Word, PowerPoint, Hyperion Essbase, SAP, JDE, Oracle and Business Objects, Apps: Teamwork, Asana, Clickup, Clio, Lawpay, Practice Panther, Square, Stripe, Amazon, Bill.com, Paypal, Shopify, Hubdoc, Trello, Skype, Slack, Cliq, Teamwork, Fathom, Zapier, ADP, Gusto, T-Sheets, Veem, Harvest, Google Sheets, and Google Docs Personal Qualifications: Energetic, Effective Communicator, Organized, Detail-oriented, Able to Multi-Task, Time Management skills, Trustworthy, Client focused, Problem Solver,
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    Buildium
    AppFolio
    CPA
    Financial Analysis
    Bookkeeping
    GAAP
    Financial Variance Analysis
    Intuit QuickBooks
  • $265 hourly

    • 4.8/5
    • (2 jobs)
    Miles is an experienced software implementation leader with strong analytical skills and a passion for understanding the people behind the process. He has a strong track record of success in business process engineering, client relationship management, and solution architecture. His specialties include communicating technical concepts to non-technical audiences, anticipating customer needs, performing in high-pressure situations, and creating quality written deliverables. Miles has spent his career working within and then building from scratch implementation practices for cloud-based ERPs, specifically Sage Intacct and FinancialForce (built on the Salesforce.com platform). Over the years, he has worn every hat within an implementation / consulting practice, but his specialty has always been in solution design and execution. Miles sits on the highly technical side of functional consulting but leans on technical partners for most custom development work. Process and related technology areas in which Miles specializes include: quote to cash, purchase to pay, revenue recognition, financial reporting, time & expense management, project accounting, multi-currency accounting / global consolidations, integrations, data visualization/dashboards, and KPI / OKR definition and measurement.
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    Inventory Management
    XML Web Services
    Healthcare
    Construction
    Expense Reporting
    Purchase Orders
    SaaS
    Timesheet
    Revenue Cycle Management
    Sage Intacct
    Project Accounting
    Salesforce
    API Integration
    SQL
  • $75 hourly

    • 5.0/5
    • (42 jobs)
    Experienced accountant for your bookkeeping and/or accounting. Skilled to get you from transactions to financial statements, or anywhere in between. I can help you when you don't have the time or do not like doing the books. Hire me to clean up your books, complete monthly bookkeeping tasks, and have your books ready for your tax preparer. Please contact me. I am happy to discuss how I can help you reach your business goals.
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    Payroll Reconciliation
    Payroll Accounting
    Data Entry
    QuickBooks Online
    Financial Statement
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    Transaction Data Entry
    Bank Reconciliation
    Account Reconciliation
    Chart of Accounts
    Microsoft Excel
  • $150 hourly

    • 4.9/5
    • (41 jobs)
    ✅ Microsoft Certified Solutions Expert (MCSE) Power BI Consultant with 9+ years of professional experience designing & developing custom Business Intelligence solutions | Business Intelligence Consultant with extensive experience in Microsoft Power BI & Excel. I’m extremely passionate in my ability to meticulously help my clients define and interpret business requirements, and then create high-impact BI solutions that drive business value. Some of the areas of expertise I offer on the MSBI stack include: • Connecting to heterogeneous data sources (i.e. Excel, SQL Server, Dynamics 365, MS Access, SharePoint, CSV, Text, XML/JSON files) • Modeling and Cleansing data via Power Query, Data Flows (Gen2), and Azure Data Factory • Implementing data warehousing solutions via Azure Synapse and Microsoft Fabric • Creating and managing table query relationships • Performing pivot table data analysis via Power Pivot • Calculating performance KPI metrics using highly efficient DAX formulas • Developing high-impact visual reports with modern dashboard designs • Configuring dashboards, reports, and apps in Power BI Service for user consumption • Implementing data governance strategy and row-level security (RLS) policies I’ve successfully implemented custom reporting analytics solutions for Fortune 500 enterprise clients such as: ✅ PepsiCo ✅ Johnson & Johnson ✅ Mercedes-Benz I’ve also included a broad portfolio below of some custom reports I’ve developed in the past. 💡WHY SHOULD YOU WORK WITH ME OVER OTHERS? 💡 ☑️ Value: I pride myself in over-delivering for my clients. I carry my passion for the work that I produce into each and every engagement. ☑️ Responsiveness: Keeping all vital lines of communication with my clients open during all available hours ☑️ Persistence: Ensuring that a successful outcome is delivered regardless of the number of iterations that need to take place. ☑️ Client Feedback: My main mission is to focus on providing value to ALL of my clients and earn their trust in the process. I believe my job feedback score reflects the value I bring to the market and I take all client input/feedback very seriously as a result. Please don’t hesitate to reach out so that we can work collectively to meet all of your business needs. Schedule a consultation today to see if we're a fit to work together, I look forward to chatting with you and your team!
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    Microsoft Azure
    Python
    Microsoft Excel
    Financial Modeling
    Tableau
    Financial Report
    Microsoft Power BI
    Financial Analysis
    SQL
    Data Analysis
    Power Query
    Financial Planning
    Business Intelligence
  • $35 hourly

    • 4.6/5
    • (7 jobs)
    𝙄 𝙖𝙢 𝙮𝙤𝙪𝙧 𝙛𝙪𝙡𝙡𝙮 𝙤𝙪𝙩𝙨𝙤𝙪𝙧𝙘𝙚𝙙 𝘾𝙁𝙊 & 𝘼𝙘𝙘𝙤𝙪𝙣𝙩𝙞𝙣𝙜 𝘿𝙚𝙥𝙖𝙧𝙩𝙢𝙚𝙣𝙩. Accounts Payable, Accounts Receivable, Tax Preparation, Budgeting, Forecasting, you name it.. I do it! The services I provide are: ☑️ Assessments, interviews and other inquiries to properly ascertain areas where financial practices can be improved ☑️ Development of processes, procedures and models that can be applied to properly control and manage financial activities ☑️ Training, mentoring and other guidance to enhance the effectiveness and efficiency of Client and/or Client personnel in the area of financial management ☑️ Preparing monthly and yearly financial statements to analyze the health of the business to include the following: Executive Summary, Profit & Loss Statement, Balance Sheet, Budget Variance Report (Budgeted vs Actual Results) ☑️ Accurate coding of income and expenses of the business via QuickBooks Online ☑️ Bank and QuickBooks reconciliations ☑️ Weekly Client invoicing ☑️ Follow-up on past due invoice to increase cash flow. ☑️ Processing of payroll ☑️ Ensuring the payroll taxes are paid electronically ☑️ Being the focal point for payroll communications ☑️ Processing all bill payments to vendors, payments for tradelines, and utilities/office expenses (all payments will require an invoice/statement prior to payment being sent) ☑️ Assist Client with the preparation of the annual budget ☑️ Preparing journal entries to ensure accuracy as it pertains to the balances of each account at the end of the month ☑️ Suggesting and implementing tax saving strategies ☑️ Preparing monthly, quarterly, and annual taxes to the appropriate agencies ☑️ Assisting with document preparation for Certified Public Accountant in support of annual tax filings ☑️ Assist with remitting 1099s to all Contractors annually by January 31st ☑️ Assist with building the proper profiles for all Contractors in QuickBooks Online ☑️ Preparing and gathering documentation for audit support ☑️ Assisting with reorganizing past files and keeping current files organized ☑️ Assisting with the implementation of time tracking and payroll system ☑️ Assisting with the registration of new companies/dissolution of current companies in different jurisdictions Let's get started 🤗
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    ADP Workforce Now
    Finance & Accounting
    QuickBooks Online
    Accounting
    Bookkeeping
    Data Entry
    Payroll Accounting
    Invoicing
    Intuit QuickBooks
    Accounts Payable
    Accounts Receivable
  • $95 hourly

    • 5.0/5
    • (65 jobs)
    With over 30 years experience in business consulting, I can help alot with growing and supporting your business. And we can also schedule a FREE CONSULTATION to discuss your project and goals. (I also can provide a FLAT RATE quote for your project as well.) I support many Fortune 500 companies as well as many small businesses throughout the U.S. in areas of: -- Finance, Accounting, & Taxes -- Operations and streamlining processes -- Business development and growth strategies -- Sales training and recommendations (& increased conversions) I am a strategic problem solver and have much experience in finding areas that make the most impact with the least amount of cost involved. Some small examples of how I can help are: FINANCIAL • Manual to computerized accounting & ERP systems • Monthly/Quarterly Financial Analysis, Review, and Recommendations • Cash Flow Forecasting, analysis and recommendations • Financial Forecast including assumptions and easy-to-change parameters • Create, manage, implement budgets and budget-vs-actual reporting • Implement, train, manage accounting and financial processes and reporting • Recommend/implement business growth and revenue strategies • Recommend/implement increased profit margin and decreased G&A costs strategies • Maximize existing I.T. infrastructure • Train/Support other financial support staff • Create more automated process like onboarding customers or employees MANAGEMENT ADVISORY & SUPPORT • Business Development and Growth Strategies • Financial review, analysis, and improvements • Analyze/Optimize Business Operations, including automation, maximizing IT infrastructure, and streamlining operations • Monthly or Quarterly Financial Review meetings • How to use QB as a management tool, instead of a check register and P&L creator • Improve efficiencies and productivity • Scaling & Growing • Sales, Sales Training, Sales Cycle, Automation, Increased Conversions • Cost Buildup & Price Point Analysis • Due diligence review for M&A (buying or selling a business) • Documenting policies & procedures, including video training modules • Risk Reduction & Internal Controls • General business advisory “partner” to bounce off ideas and brainstorm • Start-up assistance and mentorship • Business turnaround for distressed or unprofitable businesses • Start working with the U.S. Government (GSA and DCAA) plus annual compliance/reporting & DS-1 ACCOUNTING: • Streamline operations for accouting and financial reporting • Reconcile accounts (bank, credit card, merchant, G/L) • Setup QB and other accounting systems • Calculating inventory/COGS • Prepare Income Taxes, Sales Taxes, Payroll Taxes, Excise Taxes • Forensic accounting • Internal audit preparation & support • Implement Onboarding Process of new employees, including mobile and online training programs QUICKBOOKS • Streamline QB Processes • Re-structure or setup Quickbooks settings (Chart of Accounts, Classes, Items, etc) • Clean up or re-build Quickbooks transactions • Prepare Financial statements • Setup Quickbooks, QB payroll, and Job Costing • Processing A/P and A/R • Payroll (Process payroll, payroll tax payments, and payroll tax returns, including W-2s) My rate is flexible based on your project.
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    App Development
    Automated Workflow
    Process Improvement
    Certified Tax Preparer
    Sales Optimization
    Business Process Management Software
    Sales Operations
    Corporate Tax
    Customer Onboarding
    Accounting Principles & Practices
    Business Process Automation
    Intuit QuickBooks
    Tax Return
    Tax Preparation
    Technical Accounting
    Internal Control
    Financial Projection
  • $45 hourly

    • 5.0/5
    • (4 jobs)
    I love accounting. I am an accounting nerd. What I love more is helping companies with sound accounting and financials so they can make sound decisions. I have many years experience in public accounting and bookkeeping. I am fast, efficient, and accurate. I have a dedicated office with all the technology necessary to provide the services you need your bookkeepers to provide. I would love the chance to speak with you about this position.
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    Financial Statement
    Microsoft Office
    Sage 50 Accounting
    Payroll Accounting
    Bookkeeping
    Accounts Payable
    Bank Reconciliation
    Data Entry
    Invoicing
    Accounts Receivable
    Intuit QuickBooks
  • $75 hourly

    • 5.0/5
    • (9 jobs)
    If you are in need of an experienced financial accounting professional with a wide background working with oil and gas, manufacturing, financial services and service oriented companies or in need of an accountant or bookkeeper and use QuickBooks Online - look no further. Highly accurate, reliable, honest and a hands on client-focused accountant/bookkeeper using Quickbooks Online. My background includes work in upstream and downstream oil and gas companies, oil field service companies, manufacturing and financial service type companies. My past roles include being a CFO, CAO, Controller, Operations Controller and Consultant. I have 25 years financial accounting experience. My specialty has become fixing mistakes by less experienced bookkeepers and maintaining the integrity of each of my clients books so they can make the decisions they need to for their business. My primary services include: - Setting up new QuickBooks Online accounts - Accounts Payable/Receivable - QuickBooks Online training - Finding, investigating and fixing incorrect transactions - Bank/Credit Card reconciliations, setting rules - Taxes (Sales & Income) _ Forensic Accounting - Maintaining books by coding transactions and keeping the financials clean for decision making. - App integration (Gusto, ADP, Amazon, PayPal, A2X) - Financial Reporting - Automation - Journal entries (accruals, amortizations, loans) - GAAP financials - Job Costing - Creating Chart of Accounts - Account Reconciliations I welcome you to invite me to interview for your bookkeeping or accounting position and I'm looking forward to speaking with you. Steve Flores River Trails Energy, LLC
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    Acquisitions
    SEC Reporting
    QuickBooks Online
    Technical Accounting
    GAAP
    Account Reconciliation
    Cash Flow Analysis
    Internal Control
  • $75 hourly

    • 5.0/5
    • (12 jobs)
    Hi, I'm Misa! I am an accounting professional with over 13 years of experience and QuickBooks Online expert. I specialize in helping entrepreneurs and small business owners understand their numbers and free up their time to focus on growing their business. Am I a good fit for you? - Are you a small or start-up business needing 5 - 20 hours per month of bookkeeping? - Are you using (or ready to switch to) QuickBooks Online? - Do you need an expert who can teach you what you need to know in plain English? - Would you like to be able to ask an expert your questions as needed? - Are you looking for help with one of these industries: - Professional Services (Consultants, Tax Accountants, Therapists, etc.) - E-Commerce - Creative Agencies (Marketing, Branding, PR, Social Media) - Photography - Publishing If you answered yes to the above questions, see how I can help you with your small business in my Portfolio.
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Accounting Principles & Practices
    Accounts Receivable Management
    QuickBooks Online
    Bookkeeping
    Microsoft Excel
    Customer Service
    Accounting Basics
    Accounts Payable
    Accounts Receivable
    Budget Management
    Bank Reconciliation
    Intuit QuickBooks
  • $55 hourly

    • 4.7/5
    • (6 jobs)
    𝒀𝒐𝒖𝒓 𝒄𝒐𝒎𝒑𝒂𝒏𝒚'𝒔 𝒐𝒏 𝒄𝒂𝒍𝒍 𝑪𝑭𝑶! Full-service CFO to provide Accounting, Bookkeeping, Tax Compliance, Budgeting, Forecasting, Payroll and other Financial Management solutions. A seasoned professional with over 12 years of experience; serving as the head of your Finance Department to identify and resolve challenges early on, leaving you the freedom to manage the other parts of your business. ✅Masters of Business Administration (Finance concentration); Bachelor’s degree (Economics) ✅Over 12 years of experience with emphasis in Accounting, Cost Management, Budgeting, and Financial Statement Reporting & Analysis ✅Builds complex financial models to support strategic decision-making and scenario analysis ✅Conducts in-depth financial analysis to identify trends, opportunities, and potential risks ✅Specialized experience with a wide range of industries: Real Estate, Property Management, E-Commerce, Transportation, Training facilities, Professional Service based organizations (Legal, Security, Consulting, Marketing, etc.), Non-Profit Organizations, and Retail ✅Certified QuickBooks Online Pro Advisor ✅Full responsibility for Accounts Payable & Receivable, Payroll, and Taxes ✅Proven track record of utilizing strong analytical skills to complete data-intensive reporting requirements ✅Extremely detail-oriented and able to organize and manage multiple responsibilities to meet strict deadlines ✅Excellent at finding errors and inaccuracies to ensure profit maximization and accurate reporting analysis ✅Ability to work independently and as part of a team
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Training
    QuickBooks Online
    Bookkeeping
    Invoicing
    Income Statement
    Payroll Accounting
    Account Reconciliation
    Financial Report
    Intuit QuickBooks
  • $65 hourly

    • 5.0/5
    • (14 jobs)
    ☑️ Master-Degree Educated ☑️ Big-Bank Trained ☑️ 8+ Year Experienced Part Time CFO and Management Consultant, specialized in helping Small Enterprises and Startups improve their Strategy, Operations, and Financial Analysis. ✉️ Hyper Responsive | 💲Willing to Work with Tight Budgets | ⌚ Available Sun. - Thu. I've helped founders develop businesses ranging from private equity-funded SaaS companies, graphic design studios, medical supply distributors, social media management agencies, to specialized consultancies. My comprehensive approach is "strategy first" to ensure that my client's have a path forward that informs all other financial, operational, and regulatory work they need. Here Are Some Services I Provide: - Financial Management Advising - Financial Statement Creation - Profitability & Cash Flow Analysis - Projections/Forecasting & Financial Modeling - DCF Financial Analysis - Business Strategy Development & Mapping - Technology Implementation - Industry and Competitor Analysis - Regulatory Compliance Research & Advising DISCLAIMER: I cannot provide legal advice or act as a legal representative or counsel as part of regulatory compliance work
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    Forecasting
    Business Research
    Startup Consulting
    Financial Statement
    Business Strategy
    Business Plan
    Pro Forma Statement
    Financial Projection
    Financial Analysis
    Financial Planning
    Financial Modeling
    Cash Flow Analysis
    Industry Research
    Finance & Accounting
  • $60 hourly

    • 5.0/5
    • (186 jobs)
    I specialize in QuickBooks- both Desktop and Online. I do not offer QB training or tax filing. Menu of services: *Year end review-I partner with a CPA that will review your books and provide audited financials. *Start up-If you are starting a new business and have no idea what a Chart of Accounts is or how to set up Customers and Vendors then I will get you up and running *Clean up-Sometimes just don’t know where to book those receipts so you guess or put them all to Miscellaneous and let your CPA figure it out at Year-End. Maybe you are new to this or discover that your bookkeeper didn’t know as much as they said they did. Now your books are a mess and you can’t get a handle on how your business is doing. *Catch up-This is a great service for the business owner who wants to keep their own books but has fallen behind. I can step in, get everything caught up so you are back up and running. *Monthly Review-If you are the business owner who wants to enter bills, cut checks and create invoices but not deal with the monthly bank reconciliations and needs someone to reconcile accounts and review the months transactions for accuracy. *Full Service Bookkeeping-I handle all transactions for you. *Custom Plan- We come up with a custom plan that fits your needs
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    Inventory Plugin
    General Ledger
    Month-End Close Assistance
    Financial Analysis
    Job Costing
    Bookkeeping
    Transaction Data Entry
    Accounts Payable
    Microsoft Excel
    Intuit QuickBooks
    Accounts Receivable
    Bank Reconciliation
  • $100 hourly

    • 5.0/5
    • (4 jobs)
    I am a QBO Certified Pro Advisor with 20 years of accounting/financial operations experience with high-level roles spanning various industries. Highly detailed and driven to find and fix financial operations issues ranging from incomplete/old processes to insufficient data. My ultimate goal is to help businesses understand their output and focus on areas that need more attention. I have a passion for clean data, so I'm constantly getting my hands dirty with transactional data and account reconciliations to help gain insight into the actual operating results of businesses. I enjoy working on process improvement projects to deliver cost reductions through time and resource savings and data analysis to find the root cause of any concerns you may have with your business. For additional details, please take a look at my website: mpccs.com. Areas of Competency: - Fractional Controller/CFO work - Bookkeeping - Financial preparation and review - GL account analysis and cleanup - Inventory/Purchasing/Warehouse management - Budgeting/Forecasting - Creating/Updating/Reviewing KPIs & BKMs - GAAP Compliance - Month-End closing processes - Experience in both large ERP and cloud-based accounting systems - Business Processes and Controls - Internal Control/Financial audits - Forensic audits - Borrowing base reporting - Revenue recognition - Recurring revenue and subscription-based invoicing - Project management Past Accomplishments: - Promoted to Controller of a $100M+ manufacturing company within three years of starting as the staff accountant. - Decreased past due AR from 12% to < 6% on $1B of revenue after rebuilding the processes and reporting - Successfully insourced (pulled back from overseas) a team while saving money and increasing productivity and improving results - Decreased processing time for price increases on thousands of products from weeks to 1 second with a simple click of the button - Reworked process flows to allow for the redistribution of headcount to other areas of the business - Standardized SKUs and removed one-off items from company offerings to allow executives to focus on growth - Implemented new accounting software at multiple companies - Increased employee engagement through in-house development programs - Process automation at every level of accounting and operations
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    Internal Auditing
    Forensic Accounting
    Company Policy
    Accounts Receivable Management
    Cost Control
    Data Analysis
    Root Cause Analysis
    Process Improvement
    Bookkeeping
    Financial Analysis
    Account Reconciliation
    Cost Analysis
  • $40 hourly

    • 5.0/5
    • (3 jobs)
    I have more than 10 years of experience in the accounting industry, my specialty ranges from bank reconciliations, sales tax reporting, monthly reconciliation, asset management, book clean-up, and payroll. Are you looking for a tax preparer? Or bookkeeping centered around tax preparation? KB² Bookkeeping added tax submission, tax preparation, and tax accounting to the list of services! If you are a small business looking for guidance in the crazy world of taxes, reach out to us and see how we can help. Let KB² Bookkeeping & Tax Solutions take the everyday burden off your plate so you can focus on growth. Specializing in the construction industry, specialized medical industry, and many more. We can assist with job costing, SaaS, inventory, AP/AR, WIP, Lien processes (Texas Notary), bank reconciliations, Chart of Account Clean-up, Payroll services, and more! Reach out today to see how we can help you.
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    Microsoft Excel
    Account Reconciliation
    QuickBooks Online
    Accounting
    Payroll Accounting
    Accounting Software
    Audio Transcription
    Bank Reconciliation
    Data Entry
    Bookkeeping
    Cost Accounting
  • $40 hourly

    • 5.0/5
    • (4 jobs)
    Highly-motivated, deadline-committed, goal-driven accountant with over 7 years of experience. Proven track record of excellence. Some of my core skills include taxation, regulatory compliance, budgeting and forecasting, full cycle accounting and bookkeeping for a mixed portfolio of industries at different levels of operation, spreadsheet proficiency, advanced organizational and data management skills; assisting with internal and external audit. Adept at analytics and in-depth reporting service. An engaging team-player who also acts as a motivator.
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    Xero
    QuickBooks Online
    Accounts Receivable Management
    Accounts Payable Management
    Cash Flow Statement
    General Ledger
    Accounts Receivable
    Tax Return
    Bookkeeping
    Accounting Software
    Accounting Basics
    Bank Reconciliation
    Cash Flow Analysis
    Account Reconciliation
  • $39 hourly

    • 5.0/5
    • (14 jobs)
    Thank you for taking the timeout to view my profile. I’m a fun-loving, flexible, analytical, motivated person who is detailed-oriented. I have a bachelor's degree in accounting and QuickBooks Certified Pro Advisor. I have over 8+ years of accounting experience and integrity, honesty, confidentiality are the keys to run a successful project. My main objective is to work in an organization that is target driven and result oriented where initiative and creativity are highly valued and to contribute to the growth and development of the organization. It would be a pleasure to help you with: * Reconciliation of Bank Accounts * Accounts Payable (bill paying) *Accounts Receivable (invoicing) *Journal Entries Adjustment *Payroll *QuickBooks Set-up/ Clean-up/ Categorization *Financial Report (Profit & Loss Statement, Balance Sheet, Cashflow) I am eager to learn more about the opportunity offered by your firm. Feel free to contact me to discuss any further details. Thank you!
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    File Management
    Microsoft Word
    QuickBooks Online
    Bank Reconciliation
    Invoicing
    General Ledger
    Chart of Accounts
    Payroll Accounting
    Bookkeeping
    Transaction Data Entry
    Financial Accounting
    Tax Return
    Accounts Receivable
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