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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.

BOOKKEEPING THAT IS BUILT FOR TAX TIME Most bookkeepers focus on recording what already happened. I look at the bigger picture. As a Tax Professional and QuickBooks Online Specialist, I manage your books with the tax return in mind from day one. That means cleaner financials, fewer surprises at tax time, better visibility into your business, and books that are actually ready when it is time to file. ────────────── QUICKBOOKS CLEANUP & CATCH UP Behind on your books? I specialize in untangling messy QuickBooks files, reconciling old accounts, correcting miscategorized transactions, fixing unapplied payments, and cleaning up balances that simply do not make sense. ────────────── MONTHLY BOOKKEEPING I can manage your day to day and monthly bookkeeping, including: • Bank and credit card reconciliations • Transaction categorization and review • Accounts payable and accounts receivable • Invoicing and bill management • Profit & Loss and Balance Sheet reporting • Month end review and cleanup The goal is simple: accurate books that stay accurate. ────────────── PAYROLL & 1099s From payroll setup to year end reporting, I can help keep your payroll and contractor records organized and compliant. • Payroll setup and processing • Payroll reconciliations • Contractor tracking • 1099 preparation and filing • Federal and state payroll support ────────────── TAX PREPARATION This is where my approach to bookkeeping is different. Because I also prepare business and individual tax returns, I understand how the activity inside QuickBooks ultimately flows into the tax return. I work with: • Individual tax returns • Sole proprietors and Schedule C businesses • Partnerships • S Corporations • LLCs I understand the connection between your books, payroll, owner distributions, K 1 reporting, basis, and year end tax preparation. ────────────── TAX READY FINANCIALS Your books should not need to be rebuilt every March. I review your Chart of Accounts, transaction classifications, reconciliations, and financial statements throughout the year with tax preparation in mind. This helps catch problems earlier and creates a much smoother transition from bookkeeping to tax filing. ────────────── WHY WORK WITH ME? I am not here just to categorize transactions and send you a P&L. I want you to understand where your business stands, know that your numbers are reliable, and have someone who can identify problems before they turn into expensive cleanup projects. Whether you need years of books cleaned up, reliable monthly bookkeeping, payroll support, tax preparation, or someone who can handle the process from QuickBooks through the tax return, I can help. Message me or book a consultation and tell me what is going on with your books. I am happy to start by reviewing your QuickBooks file and identifying exactly what needs attention.

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.

I am a Certified Valuation Analyst (CVA®) and private-company valuation specialist. My work is built around the purpose of the assignment—tax, litigation, partner disputes, acquisitions, retirement plans, financial reporting, strategic planning, or another defined need. I help business owners, attorneys, CPAs, investors, buyers, and lenders answer a deceptively difficult question: What is this business actually worth—and can the conclusion be defended? Over the past 15+ years, I have analyzed thousands of privately held small and midsize businesses, including complex assignments requiring judgment, financial normalization, and reconciliation of multiple valuation approaches. My principal focus is CERTIFIED BUSINESS VALUATION I am a Certified Valuation Analyst (CVA®) through NACVA, Business Certified Appraiser (BCA®), and Certified Machinery & Equipment Appraiser (CMEA®), with an M.S. in Applied Economics from Johns Hopkins University and an M.S. in Finance from George Washington University. There is no one-size-fits-all valuation report. Scope depends on the purpose, standard of value, valuation date, ownership interest, evidence, and intended user. The deliverable may be a valuation memo, calculation, or full narrative report. I prepare valuations for: 🤝 Partner Buyouts & Shareholder Disputes — buyouts, minority interests, buy-sell agreements, and disputed ownership interests. 🧾 Estate, Gift & Tax Valuation — estate tax, gift tax, IRS Fair Market Value (FMV), Revenue Ruling 59-60, ownership transfers, and tax-reporting valuations. 🏛️ ROBS, 401(k) & Retirement-Plan Valuation — ROBS employer stock, annual/termination valuations, distributions, and self-directed IRA interests. 👥 ESOP & Employee Ownership Valuation — employer-stock and employee-ownership valuation. ⚖️ Litigation & Economic Damages — litigation business valuation, lost profits, economic damages, business divorce, and personal vs. enterprise goodwill. 🏦 Acquisition, SBA & Exit Valuation — acquisition valuation, SBA 7(a), succession planning, exit planning, and transaction support. 🚀 Startup, IRC 409A & Intangible Asset Valuation — startup/pre-revenue valuation, IRC 409A, intellectual property, goodwill, and promissory notes. 📊 Financial Reporting Valuation — ASC 805 purchase price allocation, ASC 820 fair value, ASC 350 goodwill impairment, and ASC 718 stock-compensation valuation. 🚚 Machinery & Equipment Valuation — desktop appraisal of machinery, vehicles, and equipment. COMPLEX VALUATION ASSIGNMENTS I specialize in assignments requiring judgment, reconstruction, and multiple layers of analysis: 📉 Inconsistent, Declining, or Limited Profitability 🧮 Complex EBITDA, SDE & Owner-Compensation Normalization 📊 Minority & Noncontrolling Interests | DLOC & DLOM 👤 Personal vs. Enterprise Goodwill & Key-Person Risk 🔗 Related-Party Transactions & Multi-Entity Structures ⚠️ Distressed Businesses or Unusual Debt & Capital Structures 🏭 Machinery, Equipment, IP & Other Intangible Assets ⚖️ Tax & Litigation Valuations with Complex or Unclear Financials A valuation should not be a spreadsheet that produces a number. It should explain the economics, assumptions, valuation approaches, and why the conclusion is reasonable. For disputed or high-scrutiny assignments, I clearly document the evidence, adjustments, and reasoning so sophisticated readers can follow the analysis. WHAT AN UPWORK CLIENT SAID “He understands business valuation forwards and backwards…” — IRS-Compliant Business Valuation Client REAL-WORLD TRANSACTION EXPERIENCE My perspective is not purely academic. I have personally invested in, operated, acquired, and sold private businesses—and I have made and lost money doing it. That experience changed how I evaluate sustainable earnings, add-backs, working capital, capital expenditures, concentration risk, debt service, and valuation assumptions. QUALITY OF EARNINGS & M&A DUE DILIGENCE Valuation is my primary focus, but I also assist buyers and investors with: 🧮 Quality of Earnings — reconstruct sustainable EBITDA/SDE and evaluate seller adjustments. 💵 Proof of Cash — compare reported revenue with deposits and cash activity. 🔄 Working Capital — estimate normalized operating working capital and a defensible working-capital peg. 🏦 SBA & Acquisition Analysis — evaluate debt-service coverage, financing structure, seller notes, equity requirements, and acquisition risk. FIXED-FEE VALUATION ENGAGEMENTS Most valuation reports are quoted on a fixed-fee basis. After a brief scope review, I provide a defined scope, professional fee, and delivery timeline before work begins. If you need a valuation for a specific purpose—even if it is not listed above—send me the assignment, intended use, and deadline. I can recommend the appropriate valuation scope and report type.

I am a seasoned financial executive with broad experience in tax strategies, finance, accounting, financial services and writing-somewhat a jack of all trades. I hold a Masters in Business Administration (M.B.A.), with a concentration in tax and finance, while boasting experience across various industries, including, but not limited to, energy, real estate, e-commerce, and technology. I have served as the CFO of two start-up companies and am very well versed in financial modeling, forecasting, budgeting and reporting as well as putting together information memorandums and pitch decks on businesses. I have an extensive knowledge of tax strategy, planning and preparation which focuses on minimizing federal, state and local tax liabilities while utilizing tax deferral strategies. I have over 15 years of tax experience dealing with partnerships returns, corporate returns and individual returns. In regards to financial writing, I have written articles for a layman to understand, as well as scholarly articles. I wrote the content for the Deutsch Bank Asset Management db-trackers ETF section as well as wrote an examination and study book for asset managers to be certified in the field of exchange traded funds. I have been published in various arenas such as Yahoo Finance, The Street, WSJ and Seeking Alpha. I am able to work efficiently, effectively and independently. I respect deadlines and quality work as that both of these things support my service’s worth. My goal is to ensure that my employer or client is satisfied with my work. Thank you and I look forward to working with you.

I have 15 years of hands-on property management experience, including 9 years as a daily AppFolio power user. I currently run the full accounting function for more than 350 residential and commercial units across approximately 15 LLCs, while also supervising maintenance staff and handling day-to-day operations. My experience with AppFolio comes from using it to run the business directly. I work across accounting, leasing, maintenance, vendor management, tenant operations, reporting, system settings, and workflow development. On the accounting side, I handle everything from day-to-day transactions through month end processes, including accounts payable and receivable, bank reconciliations, multi-property and multi-entity accounting, financial reporting, discrepancy research, vendor billing and coding, corrections, and CPA, lender and audit support. I also manage the operational side of property management, including maintenance staff, work-order processes, vendors, leasing workflows, tenant issues, and internal procedures. This operational involvement allows me to quickly identify where issues originate and resolve them at the source rather than just addressing symptoms. I served as the sole internal lead for my company’s migration to AppFolio and worked directly with an AppFolio implementation specialist from start to finish. I prepared, organized, and validated the data required for the transition, resolved issues on our side, and helped establish the processes our team would use after go-live. Since then, I have continued managing settings, improving workflows, troubleshooting problems, and adapting our use of AppFolio as both the software and the business have evolved. I am comfortable stepping into an established process and following the client’s direction, but I can also take the lead when something needs to be built, cleaned up, or figured out. I first focus on understanding how the business operates, what the client is trying to accomplish, and where the real issue is. My experience includes: • AppFolio accounting and operational support • Accounts payable and accounts receivable • Bank reconciliations • Multi-property and multi-entity accounting • Financial reporting and discrepancy research • Bookkeeping cleanup and problem resolution • Vendor billing, coding, and payment workflows • Leasing, maintenance, and property management workflows • AppFolio settings and system configuration • Workflow optimization and SOP development • Data migration and implementation support • CPA and audit support I hold a Bachelor of Liberal Arts in Business Administration from Louisiana State University–Alexandria where I focused on Accounting and Economics courses. Whether the need is accounting cleanup, AppFolio troubleshooting, a better workflow, a system transition, or simply figuring out why something is not working, I am comfortable digging into the details, finding the source of the problem, and helping build a solution that works for the people who have to use it every day.