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  • $50 hourly

    • 5.0/5
    • (3 jobs)
    I help businesses manage their finances better by providing top-notch bookkeeping services. Spend your time on what matters most; taking your business the next level. ***QuickBooks Online ProAdvisor ~ BS in Accounting ~ 20+ Years Experience*** Never worry about your bookkeeping again!! Having clean and up to date books not only gives you peace of mind, but they are needed to file faxes, apply for credit, budgeting, etc. Services Offered ~ • QuickBooks Online Setup • Catch Up Bookkeeping • Record Financial Transactions • Manage Bank/Credit Card Feeds • Reconcile Bank and Credit Cards • Accounts Receivable (Customer Invoicing) • Accounts Payable (Vendor Payments) • Prepare Financial Statements • Payroll and Payroll Taxes • Budgeting • Financial Analysis • Some HR Functions Let's set up a call to discuss how we can assist in meeting your goals.
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    Sales Tax
    Budget
    Financial Statement
    Invoicing
    Bookkeeping
    Microsoft Excel
    Accounts Payable
    Accounting
    Month-End Close Assistance
    Financial Accounting
    Accounts Receivable
    Payroll Accounting
    Bank Reconciliation
    Intuit QuickBooks
  • $100 hourly

    • 4.8/5
    • (28 jobs)
    A highly experienced Certified Public Accountant (CPA) with a solid track record spanning more than ten years in the fields of accounting and finance. A seasoned professional who is adept at delivering top-notch tax preparation services, ensuring accuracy and strict compliance with the latest tax laws. Focused on maximizing benefits and minimizing liabilities while catering to a diverse clientele, including individuals, small businesses, and larger corporations. Committed to providing personalized attention and strategic financial guidance, and a go-to resource for navigating the intricacies of tax season with confidence and ease.
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    Corporate Tax
    Tax Certification Submission
    Tax Planning & Advisory
    Tax Strategy
    Taxation
    Tax Theory
    Tax Law
    Taxes
    Microsoft Office
    Financial Analysis
    CPA
    Tax Accounting
    Tax Return
    Tax Preparation
  • $125 hourly

    • 4.8/5
    • (112 jobs)
    Highly talented and results-driven accounting leader with thorough understanding of financial statement preparation and analysis, tax compliance and consulting, budgeting and forecasting, cash flow management, and generally accepted accounting principles (GAAP). Hands-on CPA with extensive experience directing and supporting multifaceted financial operations and facilitating month- and year-end closing tasks for a high-growth company.
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    Accounts Payable Management
    CPA
    Bookkeeping
    Microsoft PowerPoint
    Certified Tax Preparer
    Intuit QuickBooks
    Financial Accounting
    Microsoft Excel
    Tax Preparation
  • $50 hourly

    • 5.0/5
    • (4 jobs)
    I am a detail-oriented, highly trained, educated, and experienced individual that loves digesting data and producing answers to problems that people and businesses are looking to solve. After serving my country as a Nuclear Machinist Mate on submarines, I continued my career in the government managing people and projects repairing and overhauling carriers and submarines. I then transitioned into quality assurance, resolving high-level, high-profile problems, and analyzing scores of data. I also obtained a Master's Degree in Business Administration. Now my passion is helping small businesses increase profits, employee relations, and customer satisfaction. Now I'm a full-time freelancer, bookkeeper, and handyman (this is a separate story altogether)! The services I offer are data management, data analysis, bookkeeping, and management consultations.
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    Data Cleaning
    Analytics Dashboard
    Data Analytics
    SWOT Analysis
    Project Management
    Gap Analysis
    Microsoft Access
    Internal Reporting
    Data Analysis
    Business Management
    Microsoft Excel
    Data Entry
    Bookkeeping
    Intuit QuickBooks
  • $75 hourly

    • 5.0/5
    • (11 jobs)
    Jennifer Lynn Schleve, provides a range of specialized QuickBooks Online bookkeeping services. Schleve, with her Master's Degree in Accounting, Bachelor's Degree in Business Management, and over 17 years of accounting experience, offers services tailored to the specific needs of businesses. Her expertise covers various sectors including retail, manufacturing, construction, service, and non profit organizations. Offers ongoing monthly bookkeeping and specialized projects, custom-built for clients' needs. Services include Bank Feed Management, Transaction Categorization, Reconciliations, Sales Tax Filing, Payroll Processing, Accounts Receivable, Accounts Payable, and Inventory Management. Also provides New Company Set-up, Bookkeeping Clean-up, Bookkeeping Catch-up, Software Conversion Projects, 3rd Party Integrations, and Book Review and Corrections. Based in Port Angeles, Washington. Received positive client reviews, particularly for her expertise in transitioning from QuickBooks Desktop to QuickBooks Online. When she’s not organizing financial transactions, Jennifer is a full-time single mom of 4 children that keep her on her toes daily. She also enjoys acrylic painting as a hobby.
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    Data Cleaning
    Bill.com Accounts Payable
    Inventory Management
    Training
    QuickBooks Online
    Bill.com Accounts Receivable
    Income Statement
    Account Reconciliation
    Financial Report
    Balance Sheet
    Accounts Payable
    Bookkeeping
    Accounts Receivable
    Accounting
  • $55 hourly

    • 5.0/5
    • (5 jobs)
    With a strong foundation in accounting and over 10 years of professional experience, I am a seasoned financial professional dedicated to providing top-notch bookkeeping services to businesses across various industries. Holding a degree in accounting, I have honed my skills working with online retailers, construction companies, hospitality establishments, and non-profit organizations. My expertise lies in my meticulous attention to detail and my proficiency in creating comprehensive financial reports that provide valuable insights into the financial health of businesses. I excel in analyzing data, identifying trends, and helping clients make informed decisions based on the numbers. Beyond my technical skills, I am committed to delivering exceptional service and building long-lasting relationships with my clients. I strive to understand the unique needs and challenges of each business I work with, tailoring my services to meet their specific requirements and goals. Whether you are a growing startup or an established enterprise, I am here to support your financial needs and help you achieve your business objectives. Let me take the burden of bookkeeping off your shoulders so you can focus on what you do best – running and growing your business.
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    Hospitality
    Construction
    Ecommerce
    QuickBooks Online
    Account Reconciliation
    Accounting
    Financial Statements Preparation
    Expense Reporting
    Sales Tax
    Accounts Receivable
    Intuit QuickBooks
    Accounts Payable
    Bookkeeping
  • $125 hourly

    • 5.0/5
    • (3 jobs)
    Seasoned accounting and finance professional with solid skills in operational and GAAP-based accounting, budgeting, financial reporting and operational accounting.
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    Accounting
    Microsoft Excel
    Management Accounting
    Financial Accounting
    CPA
    Forecasting
    Cash Flow Analysis
    Financial Management
    Financial Analysis
  • $99 hourly

    • 5.0/5
    • (1 job)
    I am a passionate accounting professional with 25 years experience including public accounting and private industry. During my time in public accounting, I had experience with various organizations, including technology, governmental, non-profit, and hospitality organizations (including hotels, resorts, restaurants, and casinos). I performed consulting projects, including internal control reviews, due diligence, and was involved in the purchase and sale of over 15 hotels across the country. In my most recent role, I was responsible for research and resolution of technical accounting issues and educating members of the company on the impact of business decisions on financial reporting, as well as managing the accounting, facilities, HR, and support functions. I am a licensed CPA in the state of Washington. Now I want to use all of my experiences to help take your business to the next level.
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    Google Sheets
    Microsoft Word
    Management Accounting
    Accounting Principles & Practices
    Forecasting
    Budget
    Microsoft Excel
    Invoicing
    GAAP
    Accounting
    Technical Accounting
    Financial Audit
  • $40 hourly

    • 5.0/5
    • (1 job)
    BOOKKEEPER | PAYROLL SPECIALIST Meticulous bookkeeper and U.S. military veteran with experience providing financial support to small businesses and nonprofit organizations. Excels at managing diverse tax requirements, tracking budgets, and administering grant funding. Handles confidential and financially sensitive documents with care and discretion. Designs and implements processes that create efficiencies, drive accuracy, and support organizational goals. Core Competencies Bookkeeping * Accounts Payable/Accounts Receivable (AP/AR) * Account Reconciliation * Tax Preparation * Budget Development * Budget Tracking * Financial Documentation * Event Support * Grant Administration * Payroll * Internal Controls * Financial Statements * Risk Management * Reporting * Cost Control * Research *Grant Writing * Vendor Relations * Office Support * Verbal & Written Communication * Customer Service
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    Budget Planning
    Account Reconciliation
    Accounts Receivable
    Accounts Payable
    Payroll Accounting
    Bookkeeping
  • $125 hourly

    • 5.0/5
    • (1 job)
    Hello there! I'm Matthew Smith, a data-driven business strategist with a passion for financial analytics and an Excel virtuoso. With over 12 years of experience leading high-performing teams in finance, data science, and business intelligence, I bring clarity and growth to your data-driven journey. Why Choose Me? - Strategic Brilliance: Crafting practical strategies is my thing. I love diving into data, finding patterns, and shaping strategies that drive real results. - Financial Maestro: Numbers speak to me, and I speak their language. I decode your financial data, so you make informed decisions with confidence. - Excel Guru: Think of me as your Excel secret weapon. I whip up powerful dashboards and automate processes to save you time and energy. What I Bring to the Table: - Strategic Planning and Execution - Financial Management and Analysis - Data-driven Decision Making - Business Intelligence and Analytics - Leadership and Team Management - Risk Management and Compliance - Communication and Interpersonal Skills - Innovation and Problem Solving - Continuous Learning and Development Tech Toolbox: Excel • SQL • Python • VBA • Cognos • Amazon Web Services • Tableau • Salesforce • Google Workspace • SAP • Nielsen • Hyperion Noteworthy Moments: * Dropbox - Orchestrated cross-functional teams, defined revenue growth indicators, and fostered a goal-oriented culture. * Udemy - Pioneered the first Strategic Business Analytics team, created a roadmap for success, and unified data insights. * Amazon - Spearheaded transformative initiatives across worldwide business units (Retail, AWS, and Advertising), optimizing data infrastructure, implementing innovative forecasting models, and driving data-driven decision-making. * StarKist - Spearheaded the development of a cutting-edge pricing model, optimizing profitability and driving record-breaking operating profits. Education: MBA - Carnegie Mellon University, Tepper School of Business BS in Business Administration - University of Pittsburgh Let's Embark on Your Data Journey: Ready to unlock your data's potential? Let's team up and transform your business together. Reach out, and let's start our data-driven adventure!
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    Analytics
    Budgeting & Forecasting Software
    Business Strategy
    Microsoft Excel
    Data Analysis
    SQL
    Business
    Financial Analysis
    Business Intelligence
    Finance
    Financial Planning
    Financial Modeling
  • $85 hourly

    • 5.0/5
    • (1 job)
    I am a seasoned Senior Financial Analyst with a diverse background spanning four distinct industries. My career is marked by a passion for financial analysis, an advanced proficiency in Excel, unwavering organizational skills, meticulous attention to detail, and a strong academic foundation through an MBA, all of which make me well equipped for your next project. Key Expertise: Corporate Finance: Over 5 years of experience in corporate finance, including financial planning and analysis, budgeting, forecasting, and strategic financial decision-making. Industry Versatility: I have thrived in various sectors, including retail, travel-tech, energy, and defense contracting, adapting swiftly to their unique financial dynamics and contributing to their success. Excel Mastery: Proficient in Excel with advanced skills, including complex modeling, data analysis, and automation, enabling more efficient and accurate financial reporting. Meticulous Organization: Known for my exceptional organizational skills, I consistently ensure that financial data and reports are structured flawlessly for informed decision-making. Attention to Detail: My keen eye for detail ensures error-free financial reports and audits, reducing financial risks and enhancing overall accuracy.
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    Business Presentation
    Financial Analysis & Valuation
    Financial Plan
    Corporate Finance
    Financial Presentation
    Finance & Accounting
    Finance
    Microsoft PowerPoint
    Financial Modeling
    Financial Planning
    Financial Analysis
    Microsoft Excel
  • $60 hourly

    • 4.6/5
    • (107 jobs)
    I specialize in real estate-related accounting projects, and I am an expert in four property management software programs: Appfolio, Buildium, PropertyWare, and Yardi. Most of my current practice involves assisting private real estate investors and small to mid-size property managers. I have served as CFO of several companies in manufacturing, retail, and wholesale food processing. I currently provide business planning and consulting for start-up businesses and assist in QuickBooks installation and management as a QuickBooks Pro Advisor. I have over thirty years of experience helping small business owners with accounting services. I have worked with CPA firms as a contract tax accountant and bookkeeper, but no longer an enrolled agent.
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    AppFolio
    Buildium
    Accounts Payable Management
    PropertyWare
    Yardi Software
    Accounts Receivable Management
    Clerical Skills
    Bookkeeping
    Financial Accounting
    Intuit QuickBooks
    Bank Reconciliation
    Financial Audit
  • $185 hourly

    • 5.0/5
    • (367 jobs)
    I am highly experienced with Microsoft Excel (ranked within top 10% on UpWork). I specialize in developing high-end tools for applications like financial analysis, data visualization, commission calculators, pricing calculators, KPI trackers, dashboards, data analysis, pivot tables, tools for project management, checklists, performance evaluations, among many more. Explain your idea to me and I can convert it to a spreadsheet that is not only functional and efficient but also user-friendly and visually appealing. I possess bachelor's degrees in finance and economics and I graduated with honors. I also have a strong background in statistics and algebra, complemented with graphic design. I held a senior management position in the chemical industry for five years before moving abroad. I have been working as a freelance agent since 2014 and have acquired knowledge of industry specific needs from working with thousands of clients. I am methodical, organized, detail-oriented and I look forward to collaborating with you. Let's talk soon! Andrea
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    Spreadsheet Software
    Economics
    Spreadsheet Skills
    Data Sheet Writing
    Microsoft Office
    Technical Documentation
    Financial Modeling
    Financial Analysis
    ISO 9000
    Data Analytics
    Computer Skills
    Microsoft Excel
    Google Sheets
    Graphic Design
  • $120 hourly

    • 5.0/5
    • (53 jobs)
    I have 7+ years of professional experience in Financial Analysis and Reporting, working for multinational corporations. Area of expertise: Excel and VBA automation, budgeting, financial modelling, Activity Based Costing client profitability modelling, reporting automation, sales and operation planning, SQL. The project is finished only when you are 100% happy with the results and after thorough handover of the tool, so you know exactly how it works and how to maintain it.
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    Visual Basic for Applications
    Data Scraping
    Microsoft Office
    Data Mining
    Business Analysis
    Microsoft Excel
    Financial Analysis
  • $60 hourly

    • 4.9/5
    • (12 jobs)
    Over 30 years experience in accounting, finance and business management. I've owned my own retail store with annual revenues over $1 million and have held several roles as a business and finance manager. I am able to offer my experience and insight and guide you to best practices, providing added value to your monthly bookkeeping needs. As a small business owner, you find yourself wearing many hats and titles. Perhaps accountant isn’t one of your favorites, but it is mine! I’ll take the bookkeeping and accounting off your hands so you can focus on the core duties of running your business. My specialty is bringing your QuickBooks up to date; going back one year or more is a fun challenge for me. I have an BS in Accounting, an MBA and am a Certified QuickBooks Online Advanced Pro Advisor. o QuickBooks Online and QuickBooks Desktop o GAAP knowledge/experience o Financial transaction entry o Financial reporting (P&L, Balance Sheet, Cash Flow Statement etc.) o Budgeting o Bank reconciliations o Account Payable o Accounts Receivable o Inventory Management o Experience with non-profits and for-profit businesses
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    Accounting Tools Setup
    Financial Audit
    Nonprofit Organization
    Payroll Accounting
    Tax Preparation
    Bank Reconciliation
    Cash Flow Statement
    Bookkeeping
    Balance Sheet
    Intuit QuickBooks
  • $150 hourly

    • 4.5/5
    • (22 jobs)
    Over 13 years of NetSuite experience improving business operations, accounting and financial processes, streamlining supply chain management, and enhance customer relationships. I have extensive NetSuite experienced, including full implementations, customization, integration, development and NetSuite leading practices. I bring a comprehensive skill set to improve business operations, accounting and financial transparency, streamline supply chain management, and enhance customer relationships. I also have extensive experience with Quickbooks Online and managing full cycle accounting processes for small / midsize companies. NetSuite experience: ERP, CRM, WMS, SuiteCommerce Advanced, SuiteCommerce InStore, Marketing, Supply Management, Custom Searches & Reports, Workflows, Automation, FP&A TECHNOLOGIES Accounting & ERP: NetSuite (ERP, WMS, Payroll, SuitePeople, CRM), Quickbooks Analytics: NetSuite (SuiteAnalytics, Reports, Searches, Dashboards), Google Analytics, Microsoft Power BI, Tableau eCommerce: NetSuite eCommerce, Amazon FBA/FBM, SuiteCommerce, Shopify Marketing: Google Adwords, Bing Adcenter, Facebook Ads Software Suite: Microsoft (Adv. Excel, Word, Powerpoint, Outlook, Access), G Suite (Google Docs, Sheets, Slides) Remote Tools: Zoom, Hangouts, Google Drive, OneDrive, Dropbox, Asana, Todoist, Notion
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    Business Analysis
    Management Consulting
    NetSuite Development
    NetSuite Administration
    Financial Analysis
    Automation
    Bookkeeping
    Data Visualization
    Project Management
    Intuit QuickBooks
    Oracle NetSuite
  • $75 hourly

    • 0.0/5
    • (3 jobs)
    My blend of accounting and financial analysis experience uniquely qualifies me to provide businesses support in understanding financials and insights into improvements and models to drive decision-making. I’ve maintained complex financial models for profit and loss statements, cash flow, and balance sheets to support decision-making for new programs and operations. This would often involve significant coordination with outside departments to obtain information. I've also supported many closing cycles in varying capacities. Including, writing and reviewing entries and reconciliations, providing financial reporting, and explanations and clarifications on changes in account balances. In addition to my professional financial analysis experiences, I have personal experience creating financial models for ROI on real estate investments in the Pacific Northwest. Much like my professional work, it is high quality and thorough. The models I created forecast returns and annual/monthly cash flows. Taking into account many factors, including, interest rate, initial cash investment, potential future cash for major repairs/improvements, monthly utility expenses, and more. I look forward to hearing from you and how we can work together to drive financial success in your business.
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    Accounting Principles & Practices
    Finance & Accounting
    Financial Statement
    Cash Flow Modeling
    Financial Analysis
    Financial Modeling
    Financial Variance Analysis
    Cash Flow Analysis
    Budget Management
    Microsoft Excel
    Accounting
    Balance Sheet
  • $40 hourly

    • 0.0/5
    • (0 jobs)
    Accomplished financial executive with broad experience - Audit Firms, real estate and public companies - and exceptionally strong leadership and analytical skills. MBA (Finance) with 14+ years of Finance and accounting experience, articulating complex accounting and financial concepts that drive business results. Able to "roll up the sleeves" as well as delegate (supervised 25+ direct reports). * Performed all General Ledger, Accounts Payable and Accounts Receivables Activities. * As Accounts Manager for almost 9 years- Prepared Dashboard, Performance Metrics, KPI and other Financial Reports. * ERP Systems: PeopleSoft, QuickBooks, Ajera/Deltek and Oracle. * Green Belt Certified in Quality, along with Lean and six sigma certifications., AREAS OF EXPERTISE Financial Modeling & Analysis Green Belt Certified in Quality Business Process Improvement * Six Sigma Champion Local, State and Federal Taxes US GAAP Cost Accounting
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    Accounting Basics
    Failure Mode & Effects Analysis
    Report
    Oracle
    Financial Statement
    PeopleSoft
    Microsoft PowerPoint
    Accounting Software
    Management Accounting
    Microsoft Excel
    Accounting
    Sage
    Intuit QuickBooks
  • $75 hourly

    • 0.0/5
    • (1 job)
    An experienced consultant with excellent interpersonal, analytical and problem-solving abilities. Delivered complex EPM solutions for clients worldwide across industries such as hospitality, pharmaceuticals, banking and insurance.
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    Unit Testing
    Oracle
    Master Data Management
    Oracle Hyperion Planning
  • $30 hourly

    • 5.0/5
    • (1 job)
    I'm Jaleah C, an experienced financial professional offering expertise in QuickBooks, bookkeeping, financial modeling, and tax filing services. With a strong background in these areas, I specialize in simplifying financial processes and ensuring accuracy for businesses of all sizes. Here's what I can do for you: QuickBooks: As a certified QuickBooks specialist, I can efficiently set up and customize your accounting system, manage transactions, and provide training to optimize your use of the platform. Bookkeeping: I excel in meticulous bookkeeping, keeping your financial records organized and up-to-date for smooth operations and informed decision-making. Financial Modeling: Need to forecast future performance or evaluate investment opportunities? I'll create detailed financial models tailored to your specific needs. Tax Filing: Tax season doesn't have to be daunting. I'll handle your tax preparation and filing, maximizing deductions and credits to minimize your tax liability and ensure compliance. With my expertise and dedication to accuracy, I'm here to support your financial needs and help your business thrive. Let's work together to streamline your financial processes and achieve your goals
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    Microsoft Excel
    Xero
    Tax Return
    Tax Preparation
    US Taxation
    Financial Analysis
    Financial Modeling
    Financial Accounting
    Accounts Receivable
    Accounts Payable
    Accounting Software
    Accounting Basics
    Bookkeeping
    QuickBooks Online
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Hi, I'm a financial professional with most of my 10+ years of experience in corporate finance, FP&A, and M&A/valuation. Currently employed as a finance director at a technology start-up. Looking to help the Upwork business community on a wide range of financial projects, such as but not limited to: business and financial modeling (expert), development and review of KPI/metrics, planning/forecasting, budgeting, due diligence, and financial review. In my career, I've led and or been involved in a wide variety of projects such as 3-statement models, private equity funding, acquisitions, debt restructuring, market research/capitalization, quarterly/annual planning, product profitability analysis, IPO preparation, KPI dashboarding, and GTM financial partnerships. Excited to help the community grow while doing the same simultaneously. Thanks!
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    Financial Trading
    Financial Presentation
    Financial Planning
    Financial Modeling
    Financial Management
    Corporate Finance
    CPA
    Finance
    Financial Analysis & Valuation
  • $50 hourly

    • 5.0/5
    • (0 jobs)
    I am a dedicated financial professional with a proven track record in fund and partnership accounting for the past 9+ years. With a career spanning multiple top-tier financial firms, I bring a wealth of expertise and leadership to the table. Currently, I serve as a Controller in the Fund Division at 500 Global, a global company specializing in finance. In this role, I lead financial oversight by meticulously reviewing and approving financial statements, footnotes, and capital account allocations prepared by third-party administrators. My role as a point of contact and collaborator with fund managers ensures seamless fund-related operations. I'm also committed to process enhancement, cash flow forecasting for the funds I oversee, having recently revamped transactional data retrieval and analysis procedures, streamlining GP book preparation for quarterly and year-end tax reporting. My previous tenure at Carta, Inc., a renowned tech company, showcased my managerial prowess as a Fund Controller. In this capacity, I skillfully led and guided a team of 4-8 members, fostering their growth and optimizing performance. I managed day-to-day operations and cyclic tasks for my designated clients, while nurturing strong client relationships. My expertise in venture capital and fund accounting proved pivotal in delivering informed insights to clients, empowering their strategic decision-making. Prior to Carta I worked at Blackrock, where I was an Associate in NAV Oversight for an Alternative Open-End Fund of Funds platform. Here, I excelled in coordinating complex regulatory processes and tax items, establishing myself as a vital liaison for internal and external stakeholders. Simultaneously, my responsibilities included overseeing financial reporting for multiple funds autonomously, showcasing my adeptness in US GAAP and financial management. My journey began at The Carlyle Group where I started as a Staff Account and then became a Senior Accountant for US Real Estate and Japan Buyout. In this role, I managed rigorous US GAAP financial reporting for a portfolio of funds, consistently surpassing aggressive deadlines. I was recognized for my leadership by conducting trainings and supervising junior accountants.
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    Cryptocurrency
    Real Estate Financial Model
    Private Equity
    Fund Accounting
    Cash Flow Modeling
    Venture Capital Consulting
    Accounting
    Finance
    Accounting Basics
    Management Accounting
    Venture Capital
    Finance & Accounting
  • $150 hourly

    • 0.0/5
    • (0 jobs)
    Forbess Financials is a boutique firm dedicated to providing personalized financial solutions for clients of all sizes. Our approach involves cultivating strong client relationships from the outset, allowing us to tailor our services to meet specific needs effectively. With a team boasting extensive experience in with companies across diverse industry verticals, we specialize in a wide range of financial services. These include but are not limited to financial reporting, data analysis, financial modeling, budgeting, and forecasting. Our track record spans across various sectors, encompassing large corporations, not-for-profits, small businesses, governmental entities, as well as multi-entity and multi-currency organizations. At Forbess Financials, we are committed to leveraging the collective expertise, experience, and education of our team to deliver optimal results for every client, every time.
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    Financial Modeling
    Financial Analysis
    Spreadsheet Skills
    Microsoft Excel
    Bookkeeping
    Budgeting & Forecasting Software
  • $135 hourly

    • 0.0/5
    • (0 jobs)
    Fractional Controller & CFO Services Financial Modeling & Reporting (Excel) Monthly Accounting, State and Local Business Tax * Create startup reports and evaluate pitch book metrics including MRR, CAC, churn, and customer LTV. * Perform cash flow modeling and analyze investor return metrics such as IRR, NPV, multiples, LTV, and DSCRs. * 3-statement financial models covering P&L, balance sheet, and cash flow projections. * Generate sales forecasts and tailor custom KPI analyses to optimize business performance. * Conduct sensitivity analyses and explore multiple scenarios to support strategic decision-making. Specializing in modeling, forecasting, budgets, start-ups, private equity funding, process creation, audit preparedness and internal controls, and system integrations. Various industry experience over the years includes: Service as a Software (SAAS), Healthcare, Construction, Retail, Professional Services, and Manufacturing. Helping entrepreneurs with clear and easy-to-use modeling and data analytics.
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    Financial Modeling
    Financial Management
    Financial Accounting
    Financial Analysis
    Startup Consulting
    Internal Auditing
    Account Reconciliation
    QuickBooks Online
    Microsoft Excel
    Finance & Accounting
  • $35 hourly

    • 0.0/5
    • (0 jobs)
    Information Systems and Data Analyst professional, former NASA student research assistant, and Data Intelligence ARMY Veteran, seeking to help you resolve your most challenging bookkeeping and data needs, utilizing 10+ years of financial services and analytical experience, and a master's degree in Information Systems and Business Analytics. Driven to help others harness the power of data to inform your tactical decisions, while using analytical reasoning, empathy, and interpersonal communication to resolve your your pressing concerns. Licensed Business: Astra Data Technologies, LLC
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    Financial Analysis
    Financial Report
    GIS
    Microsoft Excel
    Data Visualization
    QuickBooks Online
    Business Intelligence
    Data Analytics & Visualization Software
    Data Analytics
    Business Analysis
    Accounting
    Light Bookkeeping
    Analytical Presentation
    Bookkeeping
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    I’m Amber Clausen, the founder of One Joule Ventures, where I empower small to medium business owners with the operational energy to succeed. With over 20 years of experience in project controls, financial management, and administrative efficiency, I specialize in bringing order to organizational chaos in a way that’s efficient, practical, and refreshing. At One Joule Ventures, we offer Essential Support, a recurring monthly bookkeeping service tailored to your business’s revenue: - For businesses with less than $250K in revenue, we offer streamlined, reliable bookkeeping that includes expense and income categorization, monthly reconciliations, AP/AR support, and clear financial reporting (available in video or written format). - For businesses with over $250K in revenue, we scale our services to handle the increased volume of transactions while providing the same high level of support and clarity. For businesses needing one-off support, our Strategic Partnership package offers services like diagnostic reviews, mass cleanups, and system creation to solve specific challenges and get your financial operations back on track. In addition to bookkeeping, I offer On-Demand Technical Writing services, including proposal writing and the development of Standard Operating Procedures (SOPs) and processes. This combination of financial expertise and clear communication ensures that all aspects of your business’s documentation are handled with precision. My mission is to free business owners from the burden of bookkeeping and admin tasks, so you can focus on what you do best. With personalized support and a commitment to excellence, I’m here to help your business thrive—one step at a time.
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    Process Documentation
    Grant Writing
    Process Improvement
    QuickBooks Online
    Bank Reconciliation
    Project Schedule & Milestones
    Cost Management
    Expense Reporting
    Technical Writing
    Bookkeeping
  • $85 hourly

    • 0.0/5
    • (0 jobs)
    CFO - CONTROLLER - VP of FINANCE & OPERATIONS (Fractional or Full-Time) Accounting Operations & Reporting A dedicated professional who thrives in team environments and leads others to perform exceptionally well. Creative problem solver who engages others in projects and creates ownership among the participants. Focused and resourceful, brings projects to successful conclusion with outcomes that contribute to the company's success and profitability. Known for in-depth accounting knowledge, ability to translate financial data into relevant information, and diverse IT/Software knowledge and skills. Preservers through challenges and delivers on commitments. ERP - Technical - Financial Reports - Entrepreneur Mentality - Innovation - Controls - Compliance - Collaboration - Analysis - Change Management - Leadership - Mentoring Big Picture Vision - Consulting Experience - Creative Solutions - Hands-On - Multi-Tasker - Team Builder
    vsuc_fltilesrefresh_TrophyIcon Financial Reporting
    Personal Finance
    HR & Business Services
    Taxes
    Financial Audit
    Manufacturing & Construction
    Accounting Tools Setup
    Accounting Report Creation
    Technical Accounting
    Management Accounting
    Accounting Software
    Cost Accounting
    Account Reconciliation
    Accounting Principles & Practices
    Accounting Advisory
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