Hire the best Financial Reporting Specialists in Houston, TX
Check out Financial Reporting Specialists in Houston, TX with the skills you need for your next job.
- $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 certifiedFinancial Reporting
Bank StatementInventory ManagementFinancial StatementAccount ReconciliationGustoLight BookkeepingAccount ManagementBank ReconciliationPayroll AccountingIntuit QuickBooksXeroBalance SheetChart of AccountsBookkeeping - $41 hourly
- 4.9/5
- (8 jobs)
I am a CPA that loves to help small businesses reach their full potential. I will help you save time and headaches by handling all of your accounting tasks so you can concentrate on running your business. - I am an expert in Quickbooks. - I have experience processing payroll. - I have experience in planning and preparing tax returns for small businesses. Ask me about my Financial Dashboards!Financial Reporting
Accounting AdvisoryData AnalysisCertified Tax PreparerTax Planning & AdvisoryBookkeepingCPAQuickBooks OnlineAccounting BasicsIntuit QuickBooksBank ReconciliationTax PreparationAccounting - $60 hourly
- 5.0/5
- (7 jobs)
I am a Certified Public Accountant (CPA) specialized in providing tax, accounting, consulting, FP&A for small to mid-size businesses & individuals. Accounting: Bookkeeping, AP/AR process, Payroll, Financial Statement, Account/Bank Reconciliation, W-2/1099, Reporting Tax: Individual/Personal(form 1040), Sole Proprietor, LLC, Partnership, S-Corporation, and C-Corporation tax returns, Payroll Tax, W-2/1099, non profit & tax planning Consulting: FP&A(Forecast, Budget, Analysis), Financial Modeling, Tax Planning, Financial AnalysisFinancial Reporting
InvoiceAccount ReconciliationPayroll AccountingFinancial StatementFinancial ModelingFinancial AnalysisTax ReturnTaxationTax PreparationTax AccountingForecastingBudgetBookkeepingAccounting - $100 hourly
- 4.8/5
- (57 jobs)
❖ Katy Doan - an experienced CFO/Regional Controller in Texas-USA (US Citizen): I am happy to offer a good service with good deal. Top-rated plus (Top 3% of Talent Freelancers) - an elite independent professional who consistently performs well on large contracts at the highest level, standing out by delivering premium quality on high-budget & longer-term jobs. 🎉 Awards: 2024 Business Elite - 40 under 40; Global Recognition; 2033 Rising Star - Women in Fintech Powerlist; 2020 Bronze Medal for “Female Manager of the Year” - Stevie Award - the World’s Premier Honor; Lollipop award from City of Baytown for completing FY21 Capital Improvement Annual Budget; Best ExcelCEO; Women’s Scholarship Award for CFA program; Fulbright scholarship… QUALIFICATION SUMMARY ▪ A Doctor of Leadership, The Emerging CFO: Strategic Financial Leadership Program (Stanford University); Executive MBA (Rice University for more than 18 years of working experience) (in progress), Master of Accounting & Finance from University of St. Thomas - Houston, Texas; an MBA from Columbia Southern University; an CBP (Certified Bitcoin Professional), CPA (2 levels), and more than 20 years of experience (finance, investment, auditing, marketing, business, HR, payroll) in both public accounting & corporate accounting environment ▪ Knowledgeable in GAAP, IFRS, GAAS, IRS Code, SEC Regulations... ▪ Professional hands-on experiences in general accounting, cost accounting, auditing, tax, internal control, cash flow forecasting, financial planning & reporting, inventory control, process development… ▪ Quickbooks ProAdvisor Certificate, Odoo Certificate, D365 Microsoft Dynamics Certificate Experience with: SAP, Sage, D365, Quickbooks, Xero, Odoo, ERP Oracle, Zoho, NetSuite, Turbo Tax, Microsoft Office, Smartsheet, Bill.com, Expensify, Tsheet, ADP, Gusto... ▪ Fluent spoken & written English, Vietnamese; average French Some Freelance Projects: 1/ Jan 15-present: investment consultant for bitcoin (BTC), ETH, cryptocurrency… reconciliation, data cleanup, analysis, realized/unrealized gain/loss, P&L, Balance sheet, -IT Company, Marketing Company, Investors, Contractors 2/ Jan 14-present: Global CFO/COO/CPA Advisory/Controller/Tax Filing (All states)/Financial Model/ Break even analysis/ Budget/ Forecast/ Cash Flow/ Business Consultant & Analyst/Business planner: Car wash, EV Charging, Start-up, Oil & Gas, E-commerce, IT Company, Non-profit Organization, Dallas Church, Labs, Construction, Hotels & Restaurants, Real Estate, Medical clinics/hospitals 3/ Jan 15-Present: Financial Management/CFO: Start-up Fundraising: Preliminary research of potential investors, Pitch deck review, Due Diligence, Funding documents (SAFE & Convertible Notes, PPM, Business plan) 4/ Jan 15: Monthly bookkeeping, payroll, finance, business consultant...Company, QB set up, migration & Quarterly Filings/Tax advisory/Stock Advisory for: Transport Co., E-commerce, Manufacturing Co. 5/ Dec 20: Frozen Food Industry: Initial Cleanup & Audit support & Monthly support & Strategy: from Quickbooks Desktop to Odoo as a Controller/CPA Advisor - Historical cleanup of books from January 2020 to present and restructure of Odoo platform to provide accurate/timely insights - Invoices, AP, AR, Chart of Accounts, Inventory... - Financial Statements: P&L, Income Statement, Balance Sheet, Cash Flow. - restructure into divisional management and reporting; advise on EoM close process (inventory reports, profitability per division, KPI tracking, basic financial statements, etc. - minimize tax liabilities throughout the year - leverage all Odoo automation and plug-in feature - manage all B&D revenue, expenses, AR/AP, payroll, inventory, and monthly reporting - establishing an accurate chart of accounts; properly categorize and reconcile books each month Others: 1/ Jan 18-Present: Controller/CPA Advisor: Healthcare Non-profit Industry - Preparing and publishing timely monthly financial statements. Managing all accounting operations including Billing, A/R, A/P, GL and Counsel, Cost Accounting, Inventory Accounting and Revenue Recognition. Supporting month-end and year-end close process. Planning, directing and coordinating all accounting operational functions - Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results. Maximizing return on financial assets by establishing financial policies, procedures, controls, and reporting systems. Maximizing return and limiting risk on cash by minimizing bank balances and making investments 2/ Jan 16-Present: Senior Advisor: Odoo software migration/monthly bookkeeping/financial services…Financial Reporting
Project ManagementEnterprise Resource PlanningVenture Capital ConsultingOdooMicrosoft Excel PowerPivotProject FinanceInternational Financial Reporting StandardsOracle ReportsIntuit QuickBooksMonth-End Close AssistanceGAAP - $120 hourly
- 0.0/5
- (2 jobs)
✅ABOUT ME I am a US CPA. CFO and entrepreneur, passionate about accounting, finance and business. I have 12+ years experience serving businesses from all over the world to ensure they are performant and continuously growing. I’ve worked with businesses of all shapes, models, industries - from start-ups to billion-dollar companies. I’ve participated in IPOs, mergers and acquisitions and I have been involved in multiple advisory projects to put in place the most efficient financial processes. I have a proven track record to prepare the right financial reports, processes and KPIs that give CEOs the information needed to focus on business development and increase profitability. I know it’s hard to keep up with numbers but I know what it takes to make this process painless while bringing the expertise needed to tell and perfect your business story overtime. I believe in the power of tech, systemization and financial strategy. ✅TESTIMONIALS "Salma is business oriented and everything she does is strategic. She thinks about our business story, our investment rounds, our financial model, R&D and more. This is the solution for entrepreneurs all around the globe.” “Salma always goes above and beyond to help me understand my business and make the right decisions. She also uses the best technology and process to track our numbers. With her help, I was able to successfully exit my startup.” “I cannot give enough praise to Salma and her team. We were in desperate need of someone come in and clean our numbers and we ended up getting that and so much more.” “Salma is a game changer in our business. In just one month, she got to know our business model and created a new financial model and pitch deck. This doubled the valuation we were pitching and it gave me a ton of confidence to raise a successful round. She knows how to prepare a compelling business story that will impress investors and accelerate growth” ✅EXPERTISE 🔹 Done for you tech processes for the most streamlined financial operations 🔹 Bookkeeping and accounting 🔹Financial reporting 🔹KPIs and data analysis for faster growth 🔹Financial analysis and strategy 🔹Budgeting and forecasting 🔹Financial modeling for capital raise 🔹Business model review and pitch decks for capital raise 🔹Pricing strategies 🔹Banking relationships 🔹Preparation for an exit or merger. 🔹Due diligence 🔹Cap table Management ✅INDUSTRIES SERVED SaaS, PaaS, Marketplaces, Technology/AI, Education, Real Estate, Fashion, Health and Wellness, Consumer Goods, Life Sciences, Adtech, Media and entertainment, Professional Services, Hospitality and Tourism, Aerospace ✅WHAT I PREACH 🔸Ambition is both passion and drive 🔸Transparency is the foundation of trust 🔸Borders don't exist 🔸Networking and brainstorming are powerful because more is stronger than one 🔸Self education is the new norm 🔸The biggest reward in life is the impact we make ✅FUN FACT I helped one of my founders prepare for Shart Tank. We’ve seen how embarrassing it is when a founder is grilled for not knowing the numbers. Watch him below ✅BENEFITS Work with an expert and focus on your zone of genius. Save time and avoid stress. You could lose clients, investors and hinder banking relationships if your financial operations and numbers are not in check. Work with the financial team that understands your business and will help you get to the next level with a proven process. Let’s chat on a discovery call.Financial Reporting
Analytics DashboardKPI Metric DevelopmentBudgeting & Forecasting SoftwareProcess ImprovementBookkeepingFinancial ConsultingFundraisingFinancial ModelingFinancial Analysis & ValuationFinancial AnalysisAccounting AdvisoryFinancial AccountingAccounting - $200 hourly
- 5.0/5
- (18 jobs)
I am an active CPA registered in Texas. I have over 10 years of accounting experience and specialize in financial statement preparation, general ledger accounting, reconciliations, individual/business tax return preparation, and other financial statement analysis. I can assist clients with preparing journal entries, maintaining general ledgers, preparing workpapers for auditors, and preparing/filing your individual and corporate tax returns. I am reliable, trustworthy, professional, and very detail oriented. I look forward to working with you.Financial Reporting
US TaxationAccountingGAAPFinancial Statements PreparationFinancial StatementFinancial AccountingFinancial ModelingFinancial ModelCPAFinancial AnalysisTax ReturnTax PreparationFinancial AuditMicrosoft Excel - $85 hourly
- 3.6/5
- (10 jobs)
Over 20 years experience in Audit and Accounting ranging from Large Public companies to small self employed individuals. I find joy in Project based opportunities wanting to research and resolve any issues you may be facing.Financial Reporting
Accounting Principles & PracticesFinancial AnalysisAccounting SoftwareBookkeepingFinancial AccountingFinancial Audit - $25 hourly
- 0.0/5
- (0 jobs)
I am the Founder and CEO of TOP GLOBAL, one of the leading consulting and service agencies in Houston, specialized in Consulting, Accounting and Call Center solutions designed to meet the needs of our clients. Our agency focuses on offering high-quality services in areas such as business strategy, financial consulting, customer service operations and administrative support. We have worked with clients across diverse industries, including finance, services, hospitality, entertainment, operations, education, manufacturing and technology, providing customized solutions that drive results. Whether you need help optimizing your business processes, managing accounting operations or improving customer engagement, we can step in to support or guide you in developing a new strategy. We are committed to excellence, collaborating closely with each client to deliver innovative, customized solutions that align with their unique goals. The success of your business is our mission.Financial Reporting
CRM SoftwareFinancial ReportMeeting AgendasDocument AnalysisEmail ManagementCustomer ServiceMultitaskingWorkday Adaptive PlanningAsanaProblem SolvingData EntryWorkspaceAccountingBookkeeping - $30 hourly
- 0.0/5
- (0 jobs)
I am an experienced Senior Accountant / Book keeper, Quick Books Pro-adviser, who has developed a passion for working with multiple diverse clients for over 15 years. My field of experience includes financial reporting, month end close & GL and bank reconciliation, day to day accounting operations which includes management of AR/AP/Billing functions, Financial analysis & consolidating entities, audits and compliance issues, cost accounting & process improvements, Project/Program financial control, budget setup & analysis, treasury reporting. My experience includes experience with large systems like Oracle, SAP, Great plains Dynamics & ADP and small systems like Quick books online and wave accounting. My 15 year experience , Bs degree in accounting and Mba in business has equipped me to work with various companies, industries and clients, I have consistently solved accounting issues by ensuring clients have a clear picture of their company's financial status. . I provide accounting and Quick books services, these include. Quick books set up and maintain Full Charge Bookkeeping QuickBooks set up and maintenance: Pro advisor and online Complete solutions for accounting and finance needs Virtual assistant Accounts receivable and payable Payroll functions and taxes Month end close processes Financial Statements My commitment to be very detailed oriented and meeting my deadlines has given my a great track record, not only with past employers but also with private clients. I am confident that my quantification's align with your needs. Please feel free to reach out, and we can discuss further over a call.. Thank you for you time taken to read my profile.Financial Reporting
Accounting AdvisoryOracle AccountingSAPQuickBooks OnlineBookkeepingAccounting SoftwareFinancial AccountingProject AccountingPayroll AccountingAccount ReconciliationMonth-End Close AssistanceAdministrative SupportAccounts Receivable ManagementAccounts Payable Management - $35 hourly
- 0.0/5
- (0 jobs)
With a strong background in data analysis and financial reporting, I bring the expertise to help businesses reach their goals. I specialize in creating detailed reports, interactive dashboards, and insightful analyses, giving executives clear visibility into project and financial performance. I pride myself on delivering quality work and exceptional value in every project. My well-rounded experience across various business aspects equips me to identify and resolve pain points effectively. Driven by my passion for data and finance, I help organizations make informed decisions and achieve their objectives. Let’s connect and discuss how I can assist with your next project!Financial Reporting
SAP ERPSAP AnalyticsProject AnalysisProject ManagementProject Portfolio ManagementProject FinanceForecastingFinancial PlanningBudget PlanningFinancial AnalysisSmartsheetMicrosoft ExcelData Analysis - $20 hourly
- 0.0/5
- (0 jobs)
🌟 As an Expert Bookkeeper and Financial Analyst, my passion is helping businesses simplify their financial processes and drive growth through accurate financial management and data analysis. With over 10 years of experience, I specialize in QuickBooks Online and other accounting platforms to ensure clients have organized, tax-efficient financial records. I work closely with businesses to: 🔍 Enhance bookkeeping accuracy 💼 Support tax compliance 📊 Provide data-driven insights for better decision-making My unique combination of accounting expertise and data analytics allows me to offer a strategic approach, helping clients make informed financial decisions that drive growth. Expertise Includes: ✅ QuickBooks Online ProAdvisor ✅ Financial Reporting & Analysis ✅ Accrual & Cash Accounting ✅ Bank & Credit Card Reconciliation ✅ Revenue Analysis & Forecasting ✅ Month-End Closures & Reporting Industries I Serve: 🏢 Small Businesses 📦 E-Commerce 🏠 Real Estate & Property Management 🚀 Startups & Digital Entrepreneurs 💖 Non-Profit Organizations 👨💻 Freelancers & Contractors My Services: 💯 QuickBooks Online Expertise 📅 Accurate & Timely Financial Reporting 🧾 Tax Preparation & Filing Assistance 📈 Financial Strategy Development 📊 Business Insights Through Data Analysis 🔄 Monthly Bookkeeping & Account Reconciliation Notable Accomplishments: ✨ Streamlined financial operations for multiple e-commerce businesses, improving tax compliance and reporting accuracy. ✨ Managed complex reconciliations and implemented automated systems that reduced bookkeeping time by 40%. ✨ Provided expert financial guidance that helped clients save money on taxes and optimize their business operations. If you're struggling with outdated records, inaccurate transaction categorization, or need help setting up a streamlined bookkeeping process, I can help. Let me take care of your financial management so you can focus on growing your business. I’d love to connect and discuss how I can help your business thrive! Thank you, Kamran Your Trusted Bookkeeping & Financial Expert 💼Financial Reporting
Operational PlanningMonth-End Close AssistanceMicrosoft Power BIBank ReconciliationChart of AccountsQuickBooks OnlineBookkeeping Want to browse more freelancers?
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