Hire the best Financial Reporting Specialists in the United States

Name: Financial Reporting specialists
Brand: Upwork
Rating: 4.6 (430 reviews)

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

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Clients rate Financial Reporting specialists

4.6/5

based on 430 client reviews

$50 hourly
Kane Zhan B.
- 4.9/5
- (49 jobs)
Are you a small business owner seeking clean, organized, and reliable financials? I specialize in helping small businesses establish accurate financial systems through expert bookkeeping, financial reporting, and cloud accounting services. As a QuickBooks Online Advanced ProAdvisor and Insightful Accountant's Top 100 ProAdvisor, I combine accounting expertise with cloud-based technology to streamline processes, deliver audit-ready financials, and free up your time to focus on growing your business. Key Areas of Expertise: ✅ QuickBooks Online setup, optimization, and maintenance ✅ Full-cycle bookkeeping and monthly financial close ✅ Historical cleanup and catch-up bookkeeping ✅ Financial statement preparation (P&L, Balance Sheet, Cash Flow) ✅ Bank, credit card, and merchant account reconciliations ✅ Payroll setup, processing, and compliance ✅ Workflow automation and accounting system integrations ✅ Financial process improvement and internal controls By leveraging cloud-based accounting solutions, I help businesses minimize manual processes, maintain real-time financial visibility, and build a strong financial foundation for scalable growth. If you are seeking a dependable accounting partner to streamline your bookkeeping and optimize your financial reporting, I would be happy to connect.

Financial Reporting
Chart of Accounts
Accounting Advisory
Budgeting & Forecasting Software
Software Integration
Payroll Accounting
Accounts Receivable
Accounts Payable
Account Reconciliation
Balance Sheet
Bank Reconciliation
Intuit QuickBooks
Bookkeeping
Accounting
QuickBooks Online
$80 hourly
Ashley B.
- 4.9/5
- (119 jobs)
"Outstanding Job! Ashley fixed my books quickly and got me back on the right path. She walked me through everything she was doing and set me up to do it on my own moving forward." "Ashley deserves more than 5 stars. We were very impressed with her professionalism and work. Amazing service." ---------------------------------------------------------------------------------- I do bookkeeping setup and cleanup for e-commerce businesses. Whether you're just starting out, just need someone to take over, or feel like you're flying blind - I've got you covered. Here are some of the services I provide: - Set up QuickBooks Online for your business. - Clean up messes left by others or get you caught up on your bookkeeping. - Maintain your books on an ongoing basis, keeping them accurate and up-to-date. - Troubleshoot specific issues or answer questions about bookkeeping for your business If you're in need of bookkeeping help - whether it's a huge mess to clean up or just a quick question, send me a message. I'd love to hear about your business and see what I can do to help.

Financial Reporting
Amazon FBA
Account Reconciliation
Chart of Accounts
Sales Tax
Accounting Principles & Practices
Ecommerce
Accounting
Shopify
QuickBooks Online
Intuit QuickBooks
Bookkeeping
Bank Reconciliation
Accounting Software
$70 hourly
Ruth Y.
- 5.0/5
- (15 jobs)
Over 7 years working as an external auditor for the State performing regulatory, operational and financial compliance, and financial reviews. Have analytical, problem-solving, diagnostic, researching, and project management skills. Write audit reports. Have a Bachelor in Accounting, MBA in Finance, and a CPA license. Have knowledge of accounting standards and principles, auditing principles, stock analysis, theoretical portfolio management, real estate principles, and financial analysis of firm. Here to make extra money. Glad to assist in your accounting, auditing, or financial needs.

Financial Reporting
Cost Accounting
Financial Analysis
Financial Management
Financial Statement
Financial Presentation
Real Estate Financial Modeling
Financial Accounting
Financial Audit
$200 hourly
Jennifer L.
- 5.0/5
- (16 jobs)
I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution.

Financial Reporting
Financial Presentation
Chartered Financial Analyst
Financial Management
Due Diligence
Corporate Finance
Financial Modeling
Mergers & Acquisitions
Financial Analysis
$55 hourly
Ebony D.
- 4.6/5
- (36 jobs)
I’m a detail-oriented Accountant with prior experience in reviewing and preparing financials and tax returns. I’m fueled by providing top-notch service, enjoy collaborating professionals . I’m focused on organizing and helping my clients understand their financial information so they can make informed decisions, be tax ready, and save time and money. I specialize in helping business owners not just bookkeeping but actually understand their business finances I’m available to work 4 days a week during the core hours of 9-5 est and 7-3 mst I Care I pride myself on not providing transactional support to my clients. I treat my clients as if we are part of their team, arming them with the financial information they need to make better business decisions and succeed as business owners. Im interested in not just preparing the books but really getting to know my clients and their needs and providing next-level customer service. I’ve worked directly with clients, their bookkeeping team, and account managers on client tax strategy. I enjoy partnering with amazing upbeat culture of innovative, passionate, and motivated experts, who are looking scale while also achieving work life balance. Technical skills: QuickBooks Online Experience,Microsoft Suite, and overall, technologically savvy. When I take bookkeeping off your todo list you will : 1. Know your business health in real time 2. Ensure you won’t miss any deductible expenses 3. Save money and time 4. Experience a stress-free tax season 5. Be able to make more accurate and informed business decisions Here’s a glimpse of how I can help you! 1. QuickBooks Online Setup or Clean up 2. Monthly Bookkeeping Services 3. Determine the right apps to help streamline your process 4. Process improvement Strategy 5. Project Profitability 6. Business tax returns Let’s set up a 30min complimentary review and learn more about your business. Looking forward to talking to you! Ebony D. D Legacy Accounting

Financial Reporting
Accounting Principles & Practices
Real Estate
Accounts Payable Management
Accounts Receivable Management
Certified Tax Preparer
QuickBooks Online
Invoice
Bank Reconciliation
Tax Preparation
Accounting Basics
Accounting
Bookkeeping
Intuit QuickBooks
$100 hourly
Umair A.
- 5.0/5
- (24 jobs)
I am a licensed CPA (US) with 15+ years of experience in providing comprehensive financial services (I have my own CPA practice https:/uakcpa.com) . My expertise lies in 'Audit/Reviiew/compilation of financial statements , tax returns (Corporarte and individuals), Financial modeling, Projections, Budgeting, Quality of Earnings 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.

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

Financial Reporting
Shopify
Shopify Apps
Sales Tax
Accounts Payable Management
Accounts Receivable Management
Bookkeeping
Intuit QuickBooks
Accounting Software
Bank Reconciliation
Microsoft Excel
$40 hourly
Dwight M.
- 4.9/5
- (77 jobs)
Having extensive experience in accounting I can provide a wide range of services including bookkeeping, reporting, and cashflow forecasting. I am a QuickBooks Online Certified ProAdvisor as well as having significant experience with Wave software. I have worked with small businesses and non-profits on their accounting needs. If you are looking for a service oriented professional let's discuss how my skills can be used to assist in your success.

Financial Reporting
Wave Accounting
Cost Accounting
Inventory Management
Bookkeeping
Budget Management
Financial Variance Analysis
Bank Reconciliation
Cash Flow Analysis
Account Reconciliation
Microsoft Excel
$70 hourly
Erin S.
- 5.0/5
- (30 jobs)
Welcome! I help entrepreneurs organize their businesses to grow. It is my goal to assist overwhelmed business owners in taking control of the backbone of their company. I've run the behind-the-scenes operations for everything from small family side-hustles to multi-million dollar operations. With over six years of experience starting, running, and growing small businesses, I love a challenge and am driven by results. I am QuickBooks Online certified, have extensive experience in MS Office, G Suite, and Photoshop, and boast exceptional communication skills. Reach out to me today to discuss how I can be an asset to your business' growth!

Financial Reporting
Invoicing
Payroll Accounting
Project Management
Accounts Receivable
Xero
Google Sheets
Employee Onboarding
QuickBooks Online
Administrative Support
Bookkeeping
Web Service
CRM Software
Microsoft Excel
Customer Service
$40 hourly
Maria L.
- 4.9/5
- (45 jobs)
Much of my recent experience has been in accounting and financial management. I worked since 2014 with QuickBooks online and would welcome any opportunity to modernize your company’s accounting and the budget. I am a highly organized individual and a very practical thinker who can work in a highly methodical manner or ideate to find nontraditional solutions and I can match those skill sets appropriately to the task at hand. I have a somewhat untraditional background, having been educated both in Europe and the United States, however, I believe that this upbringing allows for value-added advantages in the workplace. I speak five languages and am presently refreshing my Italian. In addition, having worked and flourished in multiple cultures has taught me how to build strong relationships with diverse personalities both within and outside of an organization.

Financial Reporting
Organizational Structure
Financial Management
QuickBooks Online
Financial Report
Chart of Accounts
GAAP
$250 hourly
Stephanie R.
- 5.0/5
- (31 jobs)
I’m Stephanie, and I enjoy working with founders and executives on strategic and financial projects that move their businesses forward. This includes fractional CFO / COO support, setting up financial and operations systems, establishing KPIs and OKRs, financial modeling, business planning, pricing and partnerships analyses and other projects. I'm a Founder, Wharton MBA, former investment banker and former political & non-profit fundraiser with a background in private equity, corporate development, and building and running multimillion dollar growth operations. I have worked with private equity and VC backed companies, real estate, tech / SaaS companies, consumer goods, healthcare, financial institutions, and non-profits. As an investment banker, I advised on over $5B in transactions, including M&A and IPO processes, and as a political fundraiser I built and executed multi-million dollar fundraising plans from the ground up. Overall, I specialize in utilizing data to drive business decisions and offer expertise in Excel / PowerPoint, business plans, pitch decks, investor memorandums, financial reports, marketing materials, and other analyses. As a consultant, my experience includes fractional CFO and COO roles, assisting founders in raising over $270M in capital, helping founders better align their company's operations with ESG goals, and optimizing supply chain, pricing, business development, and finance operations. I am a jack of many trades, and typically, I am able to help a business tackle more than one problem area. I am open to one time projects, as well as longer term contracts. **Note, I assist founders in preparing for funding rounds and managing this process, but I do not make personal introductions or fundraise for a fee. If you are looking to hire a fundraiser based on a commission, please research the laws surrounding this before reaching out to people on upwork -- in many instances, it is illegal to hire a freelancer for a commission-based fundraise.**

Financial Reporting
Executive Support
Executive Coaching
Business Operations
Finance & Accounting
Presentations
Business Plan
Business Planning & Strategy
Management Consulting
Financial Modeling
Company Valuation
Financial Analysis
Corporate Finance
Real Estate Financial Modeling
FinTech Consulting
$50 hourly
Laura J.
- 5.0/5
- (19 jobs)
Utilized my expertise in system conversions to select and implement new cost-effective POS, accounting/HRIS and two eCommerce platforms for the company. Accounting close time reduced from months to days while converting from cash basis to modified GAAP. Effective inventory and cost accounting processes have been implemented for both retail and pharmacy businesses under my stewardship. Analyzed and recommended effective procedures to turn around cash drain business to become a profitable contributor to the company's portfolio. Assisted in completion of business valuation and generational ownership transfer.

Financial Reporting
Shopify
Media & Entertainment
Bookkeeping
Sales Tax
Financial Accounting
Payroll Accounting
GAAP
Sage
Intuit QuickBooks
$96 hourly
Andrew F.
- 4.7/5
- (47 jobs)
I am a CPA and a Finance and Business Executive. I have experience across many different industries. I have a passion for solving problems, engineering solutions and automating work with technology. Contact me for Fractional CFO or COO services, system implementation, financial reporting, financial modeling, sales, marketing and operational reporting and automation. Let me show you how to engineer your reporting to drive action, business results and improved profitability. I specialize in Financial Reporting, Automation, Web Automation, Data Scraping, Sales and Marketing Reporting, Operational Reporting, and gearing those reports toward action to drive business outcomes.

Financial Reporting
Visual Basic for Applications
Google Workspace
JavaScript
Selenium WebDriver
Data Analysis
Selenium
Macro Programming
Financial Statement
Accounting Software
Customer Relationship Management
Automation
Microsoft Excel
$45 hourly
Jan E.
- 5.0/5
- (3 jobs)
Are you looking for an experienced full-charge bookkeeper to help change your business for the better? I provide quality services and would like to help by taking some of the load off you. I am a bookkeeper with over 30 years of business experience with a BS in Business Administration. I have certifications in QuickBooks Online ProAdvisor and XERO Bookkeeping. I’m the owner of Balanced Books Bookkeeping Services, LLC, which I started to help small business owners like yourself. I take pride in my work and strive for long lasting relationships with my customers. Please continue reading to see if we would be a good fit. Have you ever felt that you have been wasting precious time trying to be the bookkeeper when you could be performing other tasks to grow your business? Do you worry about the books being accurate? Have you missed essential deadlines or wished you had more time to focus on growing your business? If so, here is how I can help you: ➽ I work with QuickBooks Online and Xero, plus other add-on applications like Gusto and Hubdoc. We can get on a call and discuss the services you need, whether it is for set-up, catch-up, or keep-up of your books. ➽ I can review previous transactions, to make sure they are correct. ➽ I can work with you and establish clear expectations for your bookkeeping needs so that you are less stressed so you can focus on the other tasks to grow your business. In my 30 years of business, I have managed Accounts Payable, Accounts Receivable, Payroll for over 300 employees, and Cost Accounting. I have worked for several large commercial general contractors and commercial subcontracting firms. I understand the challenges involved with running a business. I pride myself on being accurate in the work I do and taking care of my clients' needs. If I don’t know an answer to a situation, I know how to find the answer. I like to build long-lasting relationships with my clients. Software Certifications: ➽ QuickBooks Online ➽ Xero ➽ Gusto ➽ Hubdoc Services I can provide: ➽ Accurately record and categorize daily transactions ➽ Manage your bills and accounts receivable ➽ Process your payroll ➽ Catch-up or clean-up of previous months transactions ➽ Customized reporting to meet your needs Are you ready to take the next step? Please click the green Invite button above to start a conversation about your project needs and expectations. Jan E. Balanced Books Bookkeeping Services, LLC

Financial Reporting
Accounts Receivable Management
Gusto
Accounts Payable Management
Bank Reconciliation
Spreadsheet Software
Intuit QuickBooks
Cost Accounting
Bookkeeping
Invoicing
$55 hourly
Cinssaint L.
- 4.8/5
- (13 jobs)
Need an experienced accountant to help with general accounting? Look no further! I am an accountant and a QuickBooks Online Certified ProAdvisor. I'm also a registered tax preparer with the IRS. I believe that with my experience and knowledge, I am the perfect fit. Furthermore, I have a bachelor's degree in accounting. I am currently in the process of becoming a CPA. I have 3 years of experience in accounting, I currently work for a CPA firm. If you are behind on your books and accounting tasks! That’s ok. I can get you caught up. I will ensure your bookkeeping and accounting are accurate, consistent, and tax-ready. My goal is to help business owners get the results they need to run their businesses by getting their accounting up to date. What can I do for you? -Tax preparation (1040, 1041, 1065, 1120, 1120s) -E-commerce bookkeeping -Payroll -Bank reconciliations -Clean up current books -Full charge bookkeeping -Preparing financial report -Setting up your QuickBooks Online -Monthly-end closings -Discount on new QBO accounts and QB Payroll -Consulting and advising. -Chart of accounts creation -App Integration (Shopify, Gusto, PayPal, Etsy, Amazon, etc). -QB training My objective is to provide my clients comfort by letting them concentrate their time and resources on growing their businesses. I am a highly reliable, client-centered accountant who loves nothing more than providing you with the best work. I look forward to discussing with you your project and how we can produce the best work. Don't hesitate to contact me, and you won't be disappointed.

Financial Reporting
Shopify
Tax Law
Accounting Principles & Practices
Tax Planning & Advisory
QuickBooks Online
Financial Accounting
Tax Return
Microsoft Excel
Balance Sheet
Accounting
Accounting Software
Bank Reconciliation
Tax Preparation
Bookkeeping
Intuit QuickBooks
$60 hourly
Jennifer S.
- 5.0/5
- (15 jobs)
Welcome! My name is Jennifer Salankey, I offer virtual bookkeeping services. My services as a professional bookkeeper are tailored to meet the needs of individuals, entrepreneurs, start-ups, and small businesses. I am able to work quickly and accommodate your busy schedule. I will devote my full attention to your business. In my business, your satisfaction, finances and privacy are of utmost importance. The responsibilities of being a business owner are already overwhelming. You can count on me to get your books back on track if they are out of order. I am available to guide you through the setup process if you are considering QuickBooks Online for the first time, or converting an existing account. Are you looking for someone to maintain your already fine-tuned books? I offer monthly and weekly maintenance services. Only pay for what you need!

Financial Reporting
Nonprofit
Account Management
QuickBooks Online
Accounts Receivable Management
Account Reconciliation
Microsoft Excel
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Balance Sheet
Intuit QuickBooks
$60 hourly
David J.
- 5.0/5
- (263 jobs)
Hello! I'm David, an expert accountant and bookkeeper with massive experience who excels at helping small business owners take control of their accounting. I specialize in various bookkeeping software including: QuickBooks Online, Wave Apps, and Xero. I am passionate about partnering with small businesses owners to help them find success and achieve the American Dream. Services offered: • 1099 Filing • Accounting Software Implementation • Accounts Payable • Accounts Receivable • Ad-hoc Reporting • Advisory & Consulting • Bookkeeping • Budgeting • eCommerce Bookkeeping (Amazon, eBay, Etsy, Shopify etc.) • Financial Reporting (Balance Sheet, Profit & Loss, Cash Flows) • Forecasting • Historic Bookkeeping Cleanup / Catch-up • Invoicing • Job Costing • Month-End Close • Non-Profit Accounting • Ongoing Maintenance • Payroll (ADP, Gusto, QuickBooks Payroll, etc.) • Point of Sale / POS Processing (Square, Stripe, PayPal, etc.) • Purchasing • Reconciling • Third Party Software Integration (A2X, Synder, etc.) I have over 10+ years experience working in the accounting field. I've been through it all - working with tiny sole proprietorships to huge Fortune 500 sized corporations and everything in between. I hold two Bachelor's degrees (Business Administration & Accounting), two Master's degrees (Business Administration & Computer Information Technology), and am a Certified QuickBooks ProAdvisor. --- Small business owners who have access to real-time financial information are empowered to make the best strategic decisions to launch their business forward. Additionally, business owners that proactively maintain their accounting information: • Avoid expensive IRS fees and penalties • Avoid overpaying their taxes • Avoid the extraordinary costs of paying their CPA for year-end cleanup • Substantially mitigate the risks of financial fraud Do NOT let your business's financial records fall by the wayside. Take control of your accounting today. *****POLICY FOR HOURLY WORK****** • One hour minimum booking for hourly consulting meetings. • Cancellations must be made more than 24 hours in advance. A cancellation fee (equal to one hour of the hourly rate) will be charged to clients who do not provide the proper 24 hour cancellation notice.

Financial Reporting
Accounting Principles & Practices
QuickBooks Online
Finance & Accounting
Wave Accounting
Accounting
Accounting Basics
Account Reconciliation
Accounts Payable
Microsoft Excel
Balance Sheet
Intuit QuickBooks
Bookkeeping
Payroll Accounting
Bank Reconciliation
$35 hourly
Celeste N.
- 5.0/5
- (6 jobs)
Are you struggling with keeping your books organized? Are you spending so much time trying to figure out where all your money is being spent at? I can help! I am QuickBooks Online and FreshBooks Certified. I follow detailed workflow to get your books done right and in a timely matter. I use my knowledge and skills to help you so you can focus more on your business. How I can help you with the Bookkeeping: * Books will be clean and up to date * Monthly reports to see where your money is going * No stress especially during tax time * You will have more time to focus on your business Where I am experienced in: * Date Entry *Categorizing *Account Payable, A/P *Account Receivable, A/R *Bills *Estimate *Invoicing *Monthly Reports - P&L, Balance Sheet, Custom * Deposits QuickBooks Online especially used more: * Setting up * Clean-up / Catch Up * Bank/Credit Card reconciling every month * Journal Entry * Reporting every month I am also doing FreshBooks too.

Financial Reporting
Financial Report
Chart of Accounts
Invoicing
Financial Statement
Bank Reconciliation
Intuit QuickBooks
Accounts Receivable
Accounting Basics
Accounts Payable
Bookkeeping
Accounting Software
Balance Sheet
$80 hourly
Mautez Y.
- 4.6/5
- (17 jobs)
Finance and technology professional working within the alternative asset servicing sector. I possess deep expertise in financial reporting and dashboarding, database design and development, and task automation. My primary focus is collaborating cross-functionally to provide external stakeholders the necessary KPIs to easily and quickly assess their business' performance. As a client, I can assist you in helping you determine your business goals and the means necessary of achieving them, and on a timeline that suits your schedule. Specific Skills: - Power BI Report & Dashboard development - DAX - SQL - VBA - Python - Financial Reporting - Statistics - Data Warehousing & ETL - Data Modeling - Spreadsheet Software

Financial Reporting
Tableau
Microsoft Power BI
Data Analysis Expressions
Microsoft Excel PowerPivot
Microsoft Power BI Data Visualization
Spreadsheet Software
Microsoft Power BI Development
Transact-SQL
Microsoft Excel
Microsoft SQL Server
SQL
Database Design
Database Development
Python
$250 hourly
Ping L.
- 5.0/5
- (37 jobs)
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

Financial Reporting
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
Mohsin K.
- 5.0/5
- (9 jobs)
Do you hate accounting & bookkeeping? Do you need someone who will work within your budget? Do you feel like your business is bleeding costs? Are you months, or even years behind on your bookkeeping? Take back control of your business, and let's put you in the right direction! I am a professional accountant and certified QuickBooks ProAdvisor. As a dedicated and detail-oriented accounting professional, I have been assisting corporations and individuals across the globe with their accounting needs. I have been handling large-volume daily accounting operations such as maintaining the GL for large corporations and specialize in accounting programs such as Intuit QuickBooks and Office Suite 365. I also specialize in compiling and analyzing large amounts of data, as well as preparing financial statements, financial reports, cash flow projections, cost-benefit analysis and conducting bank and other account reconciliations through my meticulous computational skills. My goal for the freelancing world involves facilitating clients with 360-degree financial solutions to help with their projects, no matter how big or small, so they can focus on growing their business. My primary services include: - Setting up new QuickBooks Online accounts - Accounts Payable/Receivable - QuickBooks Online training - Xero Accounting Expert - FreshBooks Accounting Expert - Bill.com Expert - Forensic Accounting - Finding, investigating, and fixing incorrect transactions - Bank/Credit Card reconciliations & setting rules - Maintaining books by coding transactions and keeping the financials clean for decision making - Financial Reporting - Automation - Journal entries - Chart of Accounts Set-Up - Clean-up of Books - Customer and Vendor Database Maintenance - Bank Reconciliation - Analyzing financial statements and accounts including ad-hoc reporting - Understanding of GAAP and how they relate to company goals - Inventory Management and Costing - Strong analytical and problem-solving skills - Certified QuickBooks Pro Advisor - Strong verbal and written communication skills - Well organized with a high degree of accuracy and attention to detail - Effectively multi-task with planning and efficiency - Proficient in Word, QuickBooks, Outlook, Excel You want your work to be perfect. So do I. Give me a try and I will do my best to exceed your expectations. Thank you for your consideration!

Financial Reporting
Bill.com Accounts Payable
Financial Analysis
Training
Intuit QuickBooks
Bookkeeping
Balance Sheet
Accounts Receivable
Microsoft Excel
Bank Reconciliation
Income Statement
General Ledger
Account Reconciliation
$60 hourly
Isaiah M.
- 4.9/5
- (10 jobs)
Experienced, analytical finance leader and CPA with a solid track record of delivering outstanding results in healthcare industry and for nonprofit organizations. Proven ability to work well under pressure while meeting multiple deadlines with professional composure and critical thinking.

Financial Reporting
Spreadsheet Software
Budget Proposal
Accounting Basics
Management Accounting
Google Sheets
Tax Preparation
Tax Accounting
Accounting
Financial Report
Financial Audit
$65 hourly
Ashlee M.
- 5.0/5
- (8 jobs)
With over 12 years of experience in accounting and finance, I bring a deep understanding of financial reporting, analysis, and bookkeeping to help businesses achieve their goals. As an MBA graduate and a Certified QuickBooks ProAdvisor, I specialize in implementing tailored financial solutions to meet unique business needs. Core Competencies • Expertise in Financial Reporting, QuickBooks implementation, and seamless integration with Xero, Zoho, and other leading platforms. • Advanced proficiency in Microsoft Excel and Google Sheets, with a focus on solving complex accounting challenges. • Mastery of eCommerce platforms, such as Shopify and eBay, and advanced knowledge of inventory management tools. • Development of accounting, administrative, HR, and management policies. • Skilled in project accounting, budgeting, forecasting, and financial modeling. Tech-Forward Approach I strive to stay ahead with a robust productivity tech stack, leveraging platforms like ClickUp, Monday.com, Slack, and Asana to improve efficiency and collaboration. Why Work with Me? I’m committed to reliability, meticulous attention to detail, and integrity. My goal is to deliver solutions that not only streamline your financial processes but also drive long-term success for your business. Whether you're a small business owner, a startup, or a finance director, I’m here to make your financial operations seamless, efficient, and easier to manage. 📩 Contact me for financial expertise you can count on!

Financial Reporting
Financial Plan
Financial Analysis
Accounting
Tax Planning & Advisory
Sales Tax
Startup Consulting
Cash Flow Statement
Accounts Payable
Financial Accounting
Bookkeeping
Intuit QuickBooks
Payroll Accounting
Bank Reconciliation
Account Reconciliation
$150 hourly
Michael W.
- 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.

Financial Reporting
Budgeting & Forecasting Software
Management Accounting
CPA
Taxes
Financial Modeling
Strategy
Microsoft Office
Analytical Presentation
Accounting
Internal Control
Intuit QuickBooks
GAAP
Sage
Financial Variance Analysis
$150 hourly
Rodney R.
- 5.0/5
- (104 jobs)
I am a Certified Public Accountant and I own my CPA Professional Corporation, where I provide tax compliance and consulting for individuals, families, small businesses, LLCs, corporations, nonprofits, trusts and estates. I also provide bookkeeping for these various entities. My firm also provides audit and review services for nonprofits and business entities that need to be in compliance or are in need of financials for debt covenant testing or for investor relations. One of the industries served include real estate, where I provide consulting on tax benefits for the entity and/or individual [Section 1031 Exchange, Bonus Depreciation, Cost Segregation, Entity Selection, etc]. I also have exposure to health care, retail, food and beverage, consultants, and more. I am also a Personal Financial Specialist and I own my RIA LLC firm, where I provide asset management on a discretionary basis [rebalancing and structure of portfolios] for various individual accounts, education accounts, retirement accounts, business accounts, nonprofit accounts, trust accounts, and more. I provide financial planning to individuals, families, trusts, estates, and business owners. I take a look at the overall picture of their finances and help them develop a plan for their short term and long term goals.

Financial Reporting
Financial Audit
Accounting
Estate Planning
Financial Planning
Corporate Tax
Investment Portfolio Review
Tax Planning & Advisory
Investment Strategy
Entity Framework
Financial Management
Tax Strategy
Managerial Finance
Bookkeeping
$75 hourly
Susann G.
- 5.0/5
- (46 jobs)
Collaborative, responsive, experienced CPA and QuickBooks Online ProAdvisor specializing in accounting and bookkeeping solutions for consultants, high tech, service-based, and real estate businesses that use (or want to use) QuickBooks Online. I am also certified with Gusto payroll and BILL.com. ✅ Professional Ongoing Bookkeeping ✅ Financial Success Strategies ✅ Diagnostic Audit of your books ✅ Training and/or hourly consultations ✅ Troubleshooting specific issues ✅ SOP's customized to your operations My in-depth knowledge is drawn from my 20+ years of experience, first working for a global public accounting firm then moving on to work in private industry and eventually, for a single-family office/high-net-worth individual. I specialize in high tech startups and service-based industries including but not limited to bookkeeping, consulting, and coaching. If books are up-to-date and monthly bookkeeping services are needed, I can quote you a fixed monthly rate which will be more cost efficient. Providing exemplary accounting and bookkeeping services so you can focus on maximizing profits is my foremost goal. Choosing the right bookkeeper for your business can seem overwhelming at times. Please feel free to read the reviews of some of my past clients to help put you at ease that you're making a great decision when you choose to work with me. The next step is to message me to set up an interview to explore working together. I respond to client requests as soon as possible. Looking forward to connecting with you!

Financial Reporting
Wave Accounting
Training
Troubleshooting
QuickBooks Online
Budget
CPA
Accounting
Accounting Basics
Bank Reconciliation
Intuit QuickBooks
Microsoft Excel
Balance Sheet
Accounting Software
Bookkeeping
$65 hourly
Alicia B.
- 5.0/5
- (5 jobs)
PROJECT MANAGEMENT | VIRTUAL ASSISTANT | DATA ENTRY | TRANSCRIBER | BOOKKEEPER Thank you for visiting my profile. I appreciate your time! Rate is on a sliding scale based on desired deliverables. WHY CHOOSE ME: •Loyal and Honest •Fast-learner •Hard-working •Well-organized in doing the task with good time management skills •Strong interpersonal and communication skills to get along well in a team •Adept new concepts quickly while working under pressure •Ability to perform work duties pertinent to high standards •Meticulous attention to work details •Work well without supervision Other related Skills, Softwares, Apps., Etc. •BlueBeam Revu •Procore •BuilderTrend •Google Drive, Spreadsheets, calendars, photos, and docs •MS Office, Powerpoint, Shorepoint, OneDrive, Outlook, and Excel •Smartsheets •Quickbooks Online - Proadvisor Certified Niche financials - construction, trades, contractors My hope is to make your life a little easier and establish a long-term professional relationship through exceeding your expectations in all aspects of my work. I look forward to working with you - reach out for a consult to discuss your project needs!

Financial Reporting
Process Development
Construction Management Software
Construction Management
Project Management
Buildertrend
QuickBooks Online
Accounting
Procore
Invoicing
Data Entry
Microsoft Excel
Intuit QuickBooks
Microsoft Word
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