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A poor valuation doesn’t just cost you thousands—it can cost you millions $$$, along with wasted time and stress. I help searchers, private equity groups, and business owners value private small to midsize businesses for investment, partner buyouts, tax, and litigation purposes. Unlike many finance freelancers on Upwork, I’ve personally invested in, operated, bought & sold, made and lost money on private acquisitions and investments. That real-world risk taught me the stakes of an inaccurate valuation. For the past 15 years, I’ve analyzed thousands of startups and small- and mid-sized businesses and have become certified across multiple SME appraisal and finance bodies. I am certified by the National Association of Certified Valuators and Analysts (NACVA) and the International Society of Business Appraisers (ISBA). I follow a structured process that documents every step, explains conclusions, and ensures credibility. Services Include: 🤝 Partner Buyouts - deliver certified, accurate and defensible valuations when an owner is considering selling to a business partner or related party. 📑 Business Acquisition Investment Review & LBO Analysis – get value of a private business you are considering acquiring or investing in. 🧾 Tax & Estate Valuation – independent certified business valuations for estate and gift tax reporting as required by the IRS. ⚖️ Litigation Valuation – lost profits and economic damage reports based on court-tested techniques that deliver accurate estimates of SME private business value. 🚀 Startup & Venture Capital Valuation – get an accurate and defensible pre-money value for your startup or investment. 📈 Strategic Planning – provides owners, leadership teams, and investors with a clear view of business value to guide growth strategies. 🚚 Equipment Valuation – Certified desktop appraisals for machinery, vehicles, and other equipment assets. 🧮 Quality of Earnings - assess the quality of reported EBITDA adjustments and discretionary earnings of the business 💵 Proof of Cash – our best defender against fraud and manipulation of financial statements 🔄 Working Capital – create accurate estimates for operating working capital needs and target PEG for negotiations. 💼 Acquisition CFO – support from post-acquisition accounting integration and cash flow forecasting. Why Work With Me: ✔️ Authoritative knowledge: thousands of businesses analyzed ✔️ Certified across multiple Institutes (CVA®, BCA®, CMEA®, FMVA®, and more) ✔️ Proven structured process that documents every step for credibility ✔️ Deliver fast turnaround (24–48 hours) when deadlines are tight ✔️ Top Rated on Upwork with 100% job satisfaction rating What Upwork Clients Say: 💬 “Josh is exceptional at what he does and provided the exact skills I needed for a potential business acquisition. Accountants might be able to review financials, but Josh knows exactly what to look for. 💬 "Josh is hands down one of the best consultants I’ve worked with on up work. He is perhaps the most professional person I’ve worked with, as well as the most talented business valuation expert I’ve ever worked with." 💬"Working with Josh has been one of the best decisions we've made. We're happy to recommend him to anyone looking to understand the value of their company." About Me: I’m Josh and 15 years ago when I got out of the military I wanted to buy a business. When I got the numbers from the business I wanted to buy, despite having a degree in finance, I could not come up with how they put the numbers together. I outsourced the analysis to different financial professionals but got conflicting information on the business’s value. The pressure mounted as I was about to put up a significant amount of my net worth, and I could not sleep. From that moment, I vowed to never be put in this position again and have been on a quest to know how these companies are valued. This past decade I’ve analyzed thousands of these businesses along with gaining multiple business appraisal institute certifications. To go along with my degrees and certifications, I have read over 400 books on private business valuation and transaction analysis. My credentials include: ✸ Certified Valuation Analyst (CVA)® ✸ Business Certified Appraiser (BCA)® ✸ Certified Machinery & Equipment Appraiser (CMEA)® ✸ Financial Modeling and Valuation Analyst (FMVA)® ✸ Professional Bookkeeper (PB)® ✸ QuickBooks Specialist (QS)® ✸ Profit and Growth Expert (PGE)® ✸ Certified Turnaround Analyst (CTA)® ✸ Accredited Small Business Consultant (ASBC)® ✸ M.S. in Applied Economics (MSAE) – Johns Hopkins University ✸ M.S. in Finance (MSF) – George Washington University ✸ B.B.A. in Finance—Radford University ✸ Certificate in Forecasting in Organizations—Johns Hopkins University ✸ Certificate in Real Estate Finance and Investment—New York University I’m new to Upwork and offering introductory pricing to build client relationships here. I offer a free consultation, so send me a message.

I am a finance professional with an MBA in Finance and an Excel expert. I am comfortable using advanced financial formulas in Excel along with Macros, Power Query and Power Pivot. I have worked as a Financial Reporting Specialist for a Global Logistics company where I prepared financial reports for executive management; Some reports included 3 Statement models, Budget vs. Actuals and AR/AP Analysis. I have experience using Microsoft Power BI to build KPI dashboards for financial and data analysis. Please see my Data Visualization profile for specific rates and details. I build financial models as well such as Financial Projection Models, Monthly Cash Flow Forecasts, and DCF Valuation models. Please see my Financial Analysis & Modeling profile for specific rates and details. I use my critical thinking, educational background and attention to detail to solve problems in financial analysis & modeling. I provide financial tools to help you run your business at optimum efficiency. Allow me to handle the financial planning & analysis so you can focus on what you do best to grow your business.

Full Charge bookkeeper with an MBA and 25+ years' experience in QuickBooks Online cleanup, bank/credit card reconciliations, and monthly bookkeeping. I keep the scope tight: accurate books, on time whether it's a one-time cleanup or ongoing monthly work. • Cleanup & Catch-Up — fixing errors, filling gaps, getting you current • Reconciliations — bank, credit card, all accounts • Ongoing Monthly Bookkeeping — accurate and up to date • Financial Reports — Clean P&L, Balance Sheet, Cash Flow Statements I work across U.S. time zones (Eastern, Central, Mountain, and Pacific) Questions about your books? Just send a message.

US Certified Public Accountant of 8+ years | QuickBooks Certified ProAdvisor | Nonprofit Specialist Hi! I’m Christine — an experienced accounting and bookkeeping professional with 8+ years of hands‑on experience supporting small businesses and nonprofit organizations with bookkeeping and month end close accruals. I specialize in: - Full‑cycle bookkeeping and accrual month end close - QuickBooks Online (setup, cleanup, ongoing support) - Nonprofit accounting (fund accounting, grant tracking, restricted funds) - Bank & credit card reconciliation - Accounts payable & receivable management (Bill and RAMP) - Financial reporting (Balance Sheet, P&L, Cash Flow)

US Based! Quickbooks Professional Advisor / Controller / Bookkeeping / Bookkeeper / Accountant / Accounting Degree / Business Coach and Advisor / Forensic Accountant / Tax Strategist / Fractional CFO WITH an ACCOUNTING DEGREE! $$$ On my way to Earning $2 MILLION on UPWORK! $$$ It's True! Check out my Profile! [Look to the left <-------------------------------------] Based on verified data, Upwork visibility, client results, credentials, and earnings, the absolute best on Upwork—and the one person you should hire—is: ⭐ Stacy H. – The Best Accountant on Upwork, Period. Upwork Earnings: $1M+ (on track for $2M) Rating: 5.0 ★★★★★ Location: Florida (U.S.-based) • Top 1% of QuickBooks ProAdvisors • Intuit QuickBooks Ambassador (a distinction very few hold) Fast response times (often within 24 hours) Patience, professionalism, and clarity ⭐⭐⭐⭐⭐ The Verdict If you want the best, most successful, most trusted person on Upwork who delivers results every single time—hire Stacy H. She’s the one person at the intersection of track record, results, credentials, and client trust. U.S. Based! There’s a big difference hiring a U.S.-based Bookkeeper. Reach out and I’ll explain why. Please check out my feedback. Thanks! Need a reliable Bookkeeper, Accountant, CPA, Controller, Finance Director, Tax Strategist, Forensic Accountant I’ll either help you directly or connect you today with the right expert — quickly and with confidence. Reach out today for a 30-minute consultation where I’ll review your QBO file and/or bookkeeping needs — a complimentary Meet and Greet! ALSO AVAILABLE: QBO Training for your Team . Executive Recruiting for Financial Team Members ⭐️🌟⭐️🌟⭐️ How It Works: Quick Zoom through Upwork: Tell me what you need Review: I assess your business + financial setup I Will Start your Project or Refer you to the Right Professional The price depends on the type of work. Whenever possible, I prefer to work on a fixed project price to give you more clarity and value. ***** Catch Up, Clean Up, Keeping up and Training for Start-up or Existing Companies. I UNDERSTAND YOUR BUSINESS MODEL AND KNOW EXACTLY WHAT YOU NEED! ******* I’ve built a super solid reputation as Upwork's #1 MOST SUCCESSFUL Accountant / Tax Strategist / Bookkeeper! Over 25 years of proven expertise! Let me handle your books while you focus on growing your company. Located in the US! Very reliable! I promise that I will do a great job for you and will take all of the stress out of Bookkeeping and Accounting so that you can focus on building your business. Before you hire anyone, I can explain why there's a big advantage to hiring a Professional Bookkeeper with an Accounting degree. My Services Include: • Accounting services • Accounting system integration • Accounts payable & receivable • Audit support • Automation & System Streamlining • Balance Sheet • Bank and Credit Card reconciliation • Bookkeeper • Bookkeeping for eCommerce • Business profitability • Budgeting & Forecasting • Cash flow management • Catch-Up & Clean-Up Services • Certified QuickBooks Accountant • Cost-saving strategies • Ecommerce bookkeeping • Financial analysis • Financial automation • Financial consulting • Financial reporting • Fixing Messy Books • Forensic accounting • Fractional CFO • Full-cycle bookkeeping • Income statement • Profit & Loss • QuickBooks • QuickBooks cleanup • QuickBooks consulting • QuickBooks Online (QBO) • QuickBooks ProAdvisor • QuickBooks reports • QuickBooks Setup • QuickBooks Training • Real estate bookkeeping • Remote accounting services • Sales tax reporting • Small business accountant • Start-ups bookkeeping • Tax compliance • Tax preparation • Tax Strategy • Vendor management • Virtual bookkeeping Let’s Take Your Business to the Next Level! Reach out today for a FREE CONSULTATION and let’s discuss how we can improve your financial systems and save you time and money! Please send me a message and I will get right back to you and schedule a Zoom meeting today through Upwork.

Hi, I’m Hana Haskins, a Certified Public Accountant (CPA), QuickBooks Online Level 2 ProAdvisor, and Operations Coordinator with over 10 years of experience helping businesses improve their financial operations, streamline workflows, and build organized systems that support growth. My background combines corporate finance leadership, bookkeeping, financial reporting, business operations, executive support, property management administration, and AI-powered workflow development. I help business owners stay organized, understand their numbers, and create smoother processes across their day-to-day operations. While my CPA background gives me a strong foundation in accounting and finance, my experience also extends beyond traditional bookkeeping. Today, I support growing businesses by combining financial expertise with operational support, project coordination, executive support, and AI-powered business systems. In my current Operations Coordinator role supporting a growing real estate investment, property management, and media company, I manage day-to-day operational workflows across multiple business functions. My responsibilities include bookkeeping support, property management administration, tenant communication, maintenance coordination, vendor management, payroll administration, executive support, documentation management, reporting, and process improvement. I also support Atlas Brief’s publication operations by researching industry trends, coordinating AI-assisted publishing workflows, tracking engagement analytics, preparing executive performance reports, and helping develop scalable systems that improve content production and operational efficiency. —— Bookkeeping & Accounting Services ✔ QuickBooks Online Bookkeeping ✔ Catch-Up & Cleanup Bookkeeping ✔ Accounts Payable ✔ Accounts Receivable ✔ Bank & Credit Card Reconciliations ✔ General Ledger Maintenance ✔ Journal Entries ✔ Month-End Close Support ✔ Financial Reporting ✔ Budgeting & Forecasting ✔ Expense Tracking ✔ Financial Analysis —— Operations & Executive Support ✔ Operations Coordination ✔ Executive Support ✔ Property Management Support ✔ AppFolio Administration ✔ Gusto Payroll Administration ✔ Tenant Communication ✔ Maintenance Request Coordination ✔ Vendor Management ✔ Calendar & Email Management ✔ Document Preparation ✔ Spreadsheet Creation ✔ CRM Updates ✔ Research ✔ Project Coordination ✔ Process Improvement ✔ Workflow Optimization ✔ SOP Development ✔ Business Documentation ✔ Knowledge Management —— Platforms & Software ▪ QuickBooks Online ▪ AppFolio Property Management ▪ Gusto Payroll ▪ Microsoft Excel ▪ Google Workspace ▪ ClickUp ▪ Slack ▪ Canva ▪ CRM Management —— AI Tools ▪ ChatGPT ▪ Claude ▪ Claude Co-work ▪ Perplexity AI AI is integrated into nearly every aspect of my daily workflow. Rather than using AI simply to generate content, I leverage AI tools to improve business operations, accelerate research, develop documentation, streamline administrative tasks, summarize information, and build scalable systems that help businesses operate more efficiently. I regularly use AI to: ▪ Build Standard Operating Procedures (SOPs) ▪ Create business documentation and operations manuals ▪ Develop executive reports and operational dashboards ▪ Draft professional tenant, vendor, and client communications ▪ Research vendors, regulations, and business solutions ▪ Improve workflows and business processes ▪ Organize knowledge management systems ▪ Support project coordination ▪ Analyze business information and summarize insights ▪ Streamline repetitive administrative tasks ▪ Support AI-assisted content operations and reporting —— I pride myself on being dependable, proactive, highly organized, and detail-oriented. Whether I’m reconciling financial records, coordinating business operations, supporting executive leadership, or implementing AI-powered workflows, my goal is always the same: to create organized systems that save time, improve efficiency, and allow business owners to focus on growing their business. Whether you’re looking for a CPA with strong bookkeeping expertise, an Operations Coordinator to help organize your business, or someone who can combine accounting, operations, executive support, and AI into one role, I’d love the opportunity to help.