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- $10 hourly
- 5.0/5
- (17 jobs)
⭐⭐⭐⭐⭐ Greetings and thank you for taking the time to view my profile! I am a seasoned bookkeeper who specializes in QuickBooks, Xero, Zoho Books, MS Excel, and MYOB. With a proven track record of maintaining accurate financial records for businesses of varying sizes and industries, I possess the skills and expertise to help other business owners and managers achieve their strategic goals and bring their financial records up to standard. My expertise extends to setting up accounts using QuickBooks (Online & Desktop), Xero Accounting Software, and other ERP solutions for small and medium-sized entities located in various geographical regions. My accounting and bookkeeping proficiency spans several software platforms, including QuickBooks Online and Desktop, Zoho Books, Xero, Wave Accounting, MyOB, and ERP Next. Some of the accounting and bookkeeping services I offer include, but are not limited to: ✅Setting up new QuickBooks Online accounts ✅QuickBooks Online Training ✅Chart of Accounts Set Up ✅Accounts Receivable/Accounts Payable ✅Sales and Purchase Invoicing ✅Bank Reconciliations ✅Credit Card Reconciliations ✅Journal entries (accruals, amortizations, loans) ✅Migration (from QuickBooks Desktop to QuickBooks Online) ✅Depreciation tracking ✅Month/Year-End Closing ✅Payroll Management ✅Financial Statements Finding, investigating, and fixing incorrect transactions I am available daily, and you can contact me via inbox to discuss the possibilities of a mutually beneficial working relationship. Thank you for taking the time to review my profile, and I look forward to working with you soon. Best regards, Shaoor Azam ShahFinancial ServicesFinancial Statements PreparationQuickBooks OnlineTax ReturnPayroll AccountingXeroMYOB AccountRightBookkeepingFinancial ConsultingWave AccountingFinance & AccountingAccountingChart of AccountsAccount ReconciliationZoho BooksBank Reconciliation - $250 hourly
- 5.0/5
- (30 jobs)
⭐️ M&A and capital raising expert with more than $10 billion in closed transactions ⭐️ 8 years IB and PE experience (LMM, MM and Wall Street) ⭐️ Extensive experience leading and executing buy and build investment strategies ⭐️ Active independent sponsor, private equity investor, and real estate investor ⭐️ Recently closed a personal deal raising $45m in debt and equity (December 2023) ⭐️ Focused on building long-term relationships and engagements Throughout my career, I have worked with many fortune 500 companies, elite private equity funds, and founder owned businesses on sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the required skillsets and knowledge to deliver exceptional results on every project. If you are looking to evaluate an investment opportunity, buy a business, conduct due diligence, build a financial model, create an investment presentation, conduct complex data analysis, raise capital, conduct a valuation on your business, or determine what you should pay for another business, I can help. I can help through all stages of acquiring a business beginning with the thesis and how to go about sourcing deals all the way through transaction structuring and close. I am very responsive, have clear communication and will be very upfront on what I can do for you and how I can help. Specific Focus Areas: ✅ Comprehensive M&A and business buying support: strategy and services ✅ Capital Raising: debt and equity for initial acquisitions or addons ✅ M&A Support: transaction structuring and negotiating, target and buyer screening lists and research ✅ Valuation Support Services: Individual business valuations, LBO, DCF, public comps, precedent private M&A transactions ✅ Capital Raising Preparation: Debt and Equity, inclusive of SBA loan applications and placement ✅ Capital Raising Presentations: Wall Street quality pitch books, teasers, investor presentations ✅ Complex Financial Modeling & Analysis: three-statement models, operating models, budgeting, forecasting ✅ Operational Analysis: customer and project databases, cohort and trend analysis ✅ Due Diligence Support: financial analysis, industry research, process management ✅ Search Fund Advising; Excel and PowerPoint Clean up; Market Research ✅ Business Coaching, Strategy and Advising Please feel free to get in touch if I can be of assistanceFinancial ServicesFundraisingFundraising PresentationFinance & AccountingCorporate FinanceCapital MarketsBusiness StrategyPersonal Finance & Wealth ManagementMicrosoft PowerPointInvestment StrategyInvestment ResearchFinancial Analysis & ValuationFinancial ModelingPrivate EquityMergers & AcquisitionsInvestment Banking - $60 hourly
- 4.8/5
- (94 jobs)
Nine years in the freelance copywriting industry have honed my content-writing skills. My copy is original, well-researched, engaging, and informative. I take pride in my writing and approach each task with care. With over 10 years of automotive industry experience under my belt, it’s official: I love reading and writing about anything automotive-related, from powersports and the latest models to car subscription services and aftermarket accessories. I detailed cars professionally for about 7 years, color sanding, ceramic coating, and deodorizing thousands of vehicles, including Land Rovers, Lamborghinis, Ferraris, and Jaguars. I’ve written for the following automotive-related companies: MarketWatch AutoInsurance.com FINN The Drive WeBuyExotics AutoDeets GearUp2Go EverythingPolarisRanger Autoversed EverythingPolarisRZR SunTec Auto Glass TuningPro YMods TeslaTuneUp American Car Center Threepiece.us As someone who paid her way through college by working 3 jobs at once, personal finance is close to my heart. I am passionate about sharing actionable financial knowledge with readers to help improve their financial standings. My top-notch content marketing services are designed to provide you with quality content. You can expect superb customer service, professionalism, and a willingness to go above and beyond from me.Financial ServicesSEO WritingProofreadingArticle WritingDevelopmental EditingEditing & ProofreadingFinance & AccountingContent EditingContent CreationBlog WritingAutomotiveFinancial WritingBusiness WritingBlog Content - $22 hourly
- 4.6/5
- (60 jobs)
OPERATIONS | RECRUITMENT | EA | PARALEGAL | BDR | START-UP My educational background is in the legal/law field and I finished my studies in one of the most prestigious schools in the Philippines. I have worked in different industries wearing different hats, so I can say I have a multi-niche freelance journey. I have done work as an executive assistant, technical recruiter, operations specialist and paralegal in the last 8 years on Upwork.Financial ServicesStartup CompanyTeam ManagementProcess DesignBusiness OperationsEmployee CommunicationsBoolean SearchRecruitingLegal AssistanceLegal ResearchStaff Recruitment & ManagementCandidate ManagementCandidate InterviewingPhone Communication - $25 hourly
- 4.5/5
- (59 jobs)
Hello! I'm Yogesh, a Certified Public Accountant (CPA) and Certified Cryptocurrency Expert (CCE). With 4 years at Deloitte, I've become a leading crypto accountant, offering expert crypto tax and accounting services in the web3 space. I serve clients across the US, Canada, Australia, New Zealand, Germany, and the UK. As your dedicated crypto accountant/crypto tax expert, I can assist with: - Fixing Warning/Missing Cost basis issues/errors/Missing prices and balance issues, - Reconciliation of crypto transactions, - Manual imports for unsupported chains, - Review cryptocurrency transactions. Handling areas such as ICO, NFT minting, DeFi, Rebase, Staking, Swaps, Mining, Masternodes, Lending, Margin, Futures, and Derivatives trading, etc. - Preparation of Crypto Tax Reports and Tax forms. My expertise as a crypto accountant includes: - Experience working on crypto reconciliation tools like CoinTracking, Koinly, CryptoTaxCalculator (CTC), Blockpit, Coinledger, Divly, etc. - Expertise spans major and niche blockchains, including Ethereum chain, Binance chain, L2 chains, Solana, Cosmos, ADA, Zilliqa, Pulse network, Helium, Luna, Near, DYDX, Juno, Atom, XRP, DOGE, TRX, zkSync, etc. - Specialized crypto tax handling for ICOs, NFTs, DeFi, staking, mining, and various trading types. What sets me apart as a Crypto Accountant is my specialization in complex DeFi transactions. I know exactly how to accurately report when you provide liquidity, receive LP tokens, remove liquidity, and receive LP rewards. As a dedicated Crypto Tax Expert, I prioritize clear communication, high-quality service, and complete client satisfaction. Contact us to get your crypto accounting and tax reporting done right. Your compliant Crypto Reporting is just a message away! 💬Financial ServicesBookkeepingAccounting ReportFinance & AccountingTax Preparation SoftwareUS TaxationAccount ReconciliationBlockchain, NFT & CryptocurrencyCrypto AssetIntuit QuickBooksTax AccountingAccountingTax ReturnTax Preparation - $10 hourly
- 4.9/5
- (13 jobs)
I have been working in Appointment Setting, Cold calling, Closing for more than a decade now. And I have worked with many big corporations in campaigns like Debt Settlement, Mortgage, HVAC, Solar Panel, Real Estate, Credit Repair etc. Through the years of gathering knowledge, I have found many callers don't succeed because they start with a sales pitch instead of finding out their prospects and getting to know them and then slowly weave into the problem that they solve, building an emotional connection and then offer the product. Well working with CRM management: in Zoho CRM, Creatio, HubSpot CRM, Zendesk, Mojo, Reirail, Batch leads, Reireply, Launch Control etc.Financial ServicesCustomer Relationship ManagementEmail CommunicationBPO Call CenterCall Center ManagementBusiness ServicesTelemarketingAppointment SettingCold CallingOutbound SalesEmail MarketingLead GenerationSchedulingReal EstateFinance & Accounting - $100 hourly
- 5.0/5
- (82 jobs)
Links LinkedIn Skills Global Financial Operations Management Strategic Planning and Execution Mergers and Acquisitions Financial Planning and Analysis Risk Mitigation Regulatory Compliance Cross-functional Team Leadership Process Design and Improvement Budgeting and Forecasting Profile Strategic Financial partner and business Advisor with 14 years of experience optimizing financial operations to ignite growth across the global organization. Proven ability to drive complex strategic initiatives, M&A activities, and financial operations for multi-million-dollar, multinational corporations.Financial ServicesCPAFinance & AccountingFinancial Analysis & ValuationManagement AccountingFinancial Audit - $70 hourly
- 4.6/5
- (40 jobs)
Journalist and editor with over 30 years of experience writing and editing sophisticated financial, economic and business articles for leading magazines, newspapers and web sites in the U.S., London and Hong Kong. Former editor of Risk magazine, editor-in-chief of Worth magazine, and finance columnist for The Wall Street Journal, The New York Times and others. Specialist in risk management, derivatives, capital markets, regulation, market data, financial technology, wealth management and philanthropy.Financial ServicesBlog ContentInvestment BankingOnline WritingCapital MarketsContent WritingAsset ManagementSEO WritingBusiness WritingProject Risk ManagementBusiness EditingFinancial WritingCopywritingFinance & Accounting - $10 hourly
- 4.9/5
- (4 jobs)
Hello! I am working as a Customer Service Representative in a BPO company for over 7 years and have exceptional knowledge in Customer Service, Chat, and Email. I can do Multitasking. I also have a typing speed of over 40 WPM. My employment history spans a wide variety of industries and roles. The experience I have gained in each role makes me a well-rounded and valuable asset to any team or project. I am a self-motivated and very organized top-rated worker who loves helping customers and managing projects. I am trained and experienced in multiple CS and CR platforms and have a professional and respectful business manner. If you came to my profile it is because you are looking for someone to help you with your project, someone you can trust to delegate those time-consuming tasks that don't give you a break in your busy schedule. How much does your time cost? much more than mine for sure. I have more than 3 years of experience as a virtual assistant, specializing in Web Research and Data Entry. And during all this time the most important thing I have learned is that communication is a fundamental part of every project, if we set good goals, we will succeed in everything we have planned. I am always open to talk about your project so we can reach an agreement before we start working, avoiding you to waste time and money is part of my job, so do not hesitate to contact me so we can have a little meeting and start working together.Financial ServicesWorldspanFinance & AccountingFreshdeskZendeskCommunication EtiquetteShopifyTicketing SystemCustomer ServiceIntercomSalesforce CRMAnswered TicketVirtual AssistanceEmail Communication - $15 hourly
- 5.0/5
- (56 jobs)
Your slides are your first impression. Don't let boring slides hide your great ideas. Are you worried your presentation could hurt your business? You're not alone. Most startups fail to impress with their pitches, even with amazing ideas. What is the reason for... Too much info and unclear messages. Imagine this: Your slides are amazing, your message is clear, and you win the deal. That's what I do best. Want to see it happen? Click the green "Invite to Job" button now. Oosama S.Financial ServicesTemplatesInfographicMicrosoft PowerPointPitch DeckSales PresentationGoogle SlidesPresentation SoftwareLogo DesignBusiness PresentationPresentation SlidePresentationsTemplate Design - $45 hourly
- 5.0/5
- (17 jobs)
❐ ProAdvisor in Quickbooks 🥇 ❐ Top Rated Plus in Upwork 🏆 ❐ Proficient Accountant 📊 In my professional experience (10+ years) tasks in Finance, Accounting and especially in Quickbooks were completed on time and with accuracy. I worked with High Profile clients including some of these US companies: FIC (Chicago), Law Office (Miami), MRTA (New York), Red Knight Solutions (Texas), Blasto, BuildAHead, Hassle Free bnb LTD, Reconnect Real Estate etc. I am proficient in these tasks: Financial Reports (Daily Banking Report, P&L, Forecast Reports), A/R, A/P, Bank Reconciliations, Payrolls, Invoice/Receipts, Billing etc. My goal with all clients is to keep their books "Bullet Proof" on a timely basis, so they have the information they need to make key decisions.Financial ServicesData EntryFinance & AccountingAccounting SoftwareAccounting BasicsCorporate FinanceBookkeepingAccount ReconciliationBank ReconciliationBalance SheetAccounts PayableFinancial AccountingAccounts ReceivableIntuit QuickBooks - $50 hourly
- 5.0/5
- (6 jobs)
Are you searching for professional NAV functional consultant ?? that's me !! I am Microsoft certified Dynamics NAV IT specialist with more than 8 Years of experience working in a multinational environment *French *Spanish *American companies... etc Form data analysis through implementation, till the delivery of a successful project in many companies in many regions. *Egypt *Saudi Arabia *Qatar I am covering All Navision functional Areas: *General Ledger *Cash Management *Trading Receivables Full cycle From quotation till payment. Payable Full cycle From quotation till payment. Contact Relations management(CRM) *Fixed assets *Manufacturing *Human resources *Services and job *Many other customized areas and add on. Moreover i have a very powerful Financial background as i am working as Financial controller more than 9 years , that's a different story ;) we can talk about it later. what are you waiting for !!? hit the button and let's start immediatelyFinancial ServicesFinance & AccountingAccounts Receivable ManagementBookkeepingData EntryFinancial AnalysisEnterprise Resource PlanningBank ReconciliationMicrosoft Excel - $100 hourly
- 5.0/5
- (54 jobs)
I am an Institutional Investor-ranked, CFA-credentialed financial analyst with 25 years of Wall Street experience. I have written numerous reports on companies spanning various industries and have prepared detailed three-statement projection models for those companies. In addition, I am proficient in creating PowerPoint presentations slides and using the Microsoft suite of applications.Financial ServicesBusiness WritingFinancial WritingEquity ResearchFinancial AccountingInvestment ResearchFinance & AccountingInvestment Strategy - $175 hourly
- 5.0/5
- (25 jobs)
I started Ghost Pepper Consulting, LLC (GPC) in 2022 to follow my passion to research, learn, and assist companies with the application of accounting principles. Prior to starting GPC, I spent six years in public accounting, where I was part of the National Office and specialized in lease accounting as well as accounting for complex debt and equity financing transactions. My industry experience includes working with companies in the consumer products, healthcare, airline, agriculture, non-profit, governmental, and technology sectors. In addition to National Office work, I provided audit and consulting services. Part of these services included assisting management with understanding and implementing effective internal controls. Over my career, I have co-written several comment letters to the FASB as well as co-published several articles on accounting for leases under the new standard (ASC 842). I also design and provide trainings on accounting standards and practices. Outside of accounting research and training, I assist small to mid-size business owners with accounting reconciliations, month-end processes, development of internal controls, and financial modeling and forecasting through Microsoft Excel.Financial ServicesBudgetCash Flow StatementFinancial StatementInternal AuditingFinanceAccounting Principles & PracticesFinance & AccountingBalance SheetFinancial AuditTechnical AccountingAccountingIntuit QuickBooksMicrosoft ExcelInternal ControlGAAP - $49 hourly
- 4.9/5
- (43 jobs)
Bachelor's Degree in Computer Science and MBA with 28+ years experience as an independent recruiter. I specialize in filling hard to fill roles where a job posting isn't effective and a headhunting approach is needed and have placed hundreds of candidates at firms ranging in size from 5 person startups to Fortune 100 multinational firms. I have a LinkedIn Recruiter account with over 700 projects with prescreened candidates grouped by skillset. I have InMailed thousands of candidates over the years and viewed hundreds of thousands of profiles so it's likely I have already vetted candidates for your openings which will save you time and money.Financial ServicesResume ScreeningSourcingLinkedIn RecruitingStaffing NeedsCandidate EvaluationRecruitingBoolean SearchIT RecruitingCandidate SourcingIT SourcingHR & Business ServicesFinance & AccountingTech & IT - $20 hourly
- 4.9/5
- (146 jobs)
Hi! 👋 I'm Muhammad Ali, highly organized, accurate and client-focused Chartered Accountant here to help you move forward. I specialized in clean up messy books, getting business books in order, and then maintaining their integrity to provide business owners with insightful financial information that can be used in effective decision making. ⭐️⭐️⭐️⭐️⭐️"Muhammad is very trustworthy, he is not only a great accountant but amazingly insightful with ERP. He brings in solutions for revenue and expense treatments for various complex transactions that I consult. His English is great and is prompt at what he does. He is also very detail-oriented and accurate. Most importantly, he is organized.--Kristan" If you are a business owner and looking for a bookkeeper or your books are messed up? I pride myself on my integrity & honesty and I always put client needs and timeliness as a top priority. I love helping new clients, understand their needs and buckle down their books to fix issues they're facing. I help companies like yours tell their stories with numbers and ensure their compliances. I focus on helping with the four key areas: 1️⃣ Complete and accurate record of all the financial transactions in a systematic orderly, logical manner. 2️⃣ Real-time access to updated financial information. 3️⃣ Profit or loss of business can be easily ascertained. 4️⃣ Business owners can always depict the financial position & growth 📈 of their company. 💠 𝐂𝐡𝐚𝐫𝐭𝐞𝐫𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 💠 𝟏𝟐𝟎+ 𝐇𝐚𝐩𝐩𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬. 💠 𝟒,𝟎𝟎𝟎+ 𝐇𝐢𝐠𝐡-𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐇𝐨𝐮𝐫𝐬. 🎓 I'm a Associated Chartered Accountant (equivalent to CPA) and having a bachelors degree in accounting, have 10+ years of experience for full cycle accounting, bookkeeping, financial analysis & reporting and tax planning. 🌎 Industries Served: CPA Firms, IT & Technology, SaaS Software House, Real Estate, Digital & Marketing, Doctors/Therapist Consultants, Construction, Hospitality, Restaurants, Farming, Crypto, Digital Currency, NFT, FinTech, Manufacturing, Service Companies, E-commerce Businesses on Amazon FBA & Wholesale, Shopify, Etsy, eBay, Walmart, Retailers of International brands. 💻 Technologies, Professional Skills & Competencies: - Proficient in account software: QuickBooks Online & QuickBooks Desktop, XERO, Sage, Odoo Accounting, Oracle, Blackline, Loan Vision NetSuite, Zoho Books, Wave Apps, Microsoft Dynamics AX, Buildium, AppFolio, etc - Proficient in Tax software: Avalara, Drake, Pro Connect Tax, Lacerte - Proficient with 3rd party apps in bookkeeping world like Lightyear, Concour, A2X, Gusto, Bill.com, PayPal, Stripe, & Square. - Knowledge of e-commerce businesses on Amazon FBA, Amazon Wholesale, Etsy, eBay, & Shopify - Proven experience in Accounting and Reporting processes under International Financial Reporting Standards IFRS & US GAAP. - Adept in the preparation of Federal and Multi-State Tax returns - Knowledge of tax laws and other compliance rules - Able to analyse large sets of data and produce reports interpreting results - Critical thinker with attention to detail. - Capable of working to tight schedules and meeting deadlines - Confident to take initiatives to implement and manage processes and procedures 💼 Services I offer: ✅ Bookkeeping/Accounting - Setup new companies in accounting software - Setup & fix chart of accounts - Clean-up, catch-up & training - Account reconciliation, bank reconciliation & credit card Reconciliation - Full cycle Bookkeeping & ongoing maintenance - Accounts Payable/Accounts Receivable management - Inventory management - Payroll processing & management - Developing workflows, systems & processes - Mapping/Integration of payment processors such as Bill.com, PayPal, Stripe, Square - Mapping/Integration of 3rd party apps A2X, Gusto, Shopify, SOS Inventory, BigCommerce, , Salesforce ✅ Tax Planning, Preparation & Filling - US Tax planning & preparation (1040, Expat 1040, 1120, 1120S, 1065, 990, Sales Tax Returns, Payroll Tax Returns, Ein formation, paralegal guidance) - Company formation, Sales Tax Registration - Filling GST, VAT, HST Returns, BAS Statements ✅ Management Reporting & Consulting - Preparation of Monthly, Quarterly & Annual Financial Reports (Profit & Loss Statements, Balance Sheets & Cash Flow Statement) - Annual Budgets & Forecasts - Projected Cash Flow Statements - Business Plans & Financial Projections - Financial Analysis What you'll get when you choose me to work with you: ⭐️ Clear, effective communication ⭐️ Precise, quality recommendations to ensure success for your business ⭐️ A focused, collaborative approach to work with you and your team ⭐️ Results-focused approach that delivers value to your business Thank you for learning about me! If you think I might be the person who could help you, please feel free to invite me to your job and we can discuss how we could support each other. - Muhammad Ali, CPA, ACAFinancial ServicesAccounts Payable ManagementBank ReconciliationBalance SheetAccounts PayableAccounts ReceivableFinancial ReportingInventory ManagementMonth-End Close AssistanceFinancial AnalysisFinancial PlanningManufacturing & ConstructionERP SoftwareFinance & AccountingAccount ReconciliationAccounting - $100 hourly
- 5.0/5
- (164 jobs)
100% Job Success with Top Rated Plus status With over 10 years of experience in the finance industry, I bring a wealth of knowledge and expertise to my role as a financial copywriter. I have honed my skills in financial planning, investment advising, and portfolio management, as well as branch management, where I worked for a start-up firm for 6 years and helped build it from the ground up. For the last 4 years, I have been solely focused on financial copywriting, where I have consistently produced high-quality financial commentary on a weekly basis, delivered compelling quarterly market recaps, and created and completed many content needs (please see client reviews below). I am well-versed in various financial instruments such as stocks, bonds, mutual funds, ETFs, and alternative investments. In addition to my strong analytical skills and problem-solving ability, I am also a former volunteer for the CFA Vancouver Social Committee, having served as the Committee Chair. I enjoy using my organizational skills to plan and host networking events, including pub nights, distillery tours, softball games, Monte Carlo nights, and more. When I am not working, I enjoy staying active through various sports such as baseball, softball, rugby, basketball, snow sports, and water sports.Financial ServicesInvestment ResearchCopy EditingNetwork PlanningFinance & AccountingWritingBlog WritingFinancial Writing - $60 hourly
- 4.9/5
- (17 jobs)
✅Dynamic CEO, ✅MBA, ✅Master in Finances, ✅Senior Business Developer, ✅KPI Tracker, ✅Dashboard & Google Sheets Pro, ✅Financial Modeling, ✅Valuation Expert. ✅ Venture Capital With a proven track record in financial advisory and business strategy, I specialize in guiding global enterprises towards sustainable growth. My expertise encompasses developing precise financial models and strategic business plans tailored to diverse industries, including Venture Capital, Oil & Gas, Health tech, Services, Wealth management, and SaaS. As the Head of Investments at a Venture Capital fund focusing on the Media and Entertainment sector, I spearhead the development of robust business models, meticulously assessing and valuing investment opportunities. My role involves analyzing assets such as films, series, video games, and E-Sports, along with modeling both equity and debt funds. My expertise bridges the creative realm with financial rigor, ensuring well-informed investment decisions that drive profitability and innovation. Specifically, I have led the development of business models for various video game ventures, from sub-publishing to game development. Moreover, my specialization in financial modeling and business valuation, utilizing methods such as DCF and EBITDA multiples, enables me to provide invaluable insights for informed decision making. I excel in conducting comprehensive due diligence, adeptly understanding business drivers, costs, and improvement opportunities. Why Partner with Me? ▪️ Strategic Business Development: Equipped to drive transformative results, I alleviate operational burdens, empowering organizations to focus on strategic priorities. ▪️ Unleashing Potential: With a discerning eye for optimization, I excel in uncovering untapped opportunities and maximizing profitability. ▪️ Entrepreneurial Insight: Leveraging extensive entrepreneurial experience, I possess a versatile skill set crucial for navigating modern business complexities. ▪️ Data-Driven Decision Making: Specializing in crafting bespoke business models and analytical tools, I empower informed decision-making and drive accelerated growth. Areas of Expertise: ▪️ Financial Modeling & Forecasting ▪️ Startup Consulting & Business Planning ▪️ Annual Budgeting & Reporting ▪️ KPI Tracking & Performance Dashboard Creation ▪️ Product Costing & Financial Ratio Analysis ▪️ Executive Strategy & Corporate Planning ▪️ Data Automation & Analysis Experience a) Social Media Agency Business Plan - Miami, USA Develop a comprehensive business plan and implemented a sales commission system to incentivize performance and drive revenue growth. b) Car Import Business Plan - Mozambique Assisted a car company in crafting a detailed business plan for importing cars from Japan to Mozambique. c) Argentine Product Importation - Los Angeles, USA Successfully facilitated the import of Argentine products to the United States, establishing partnerships with key stakeholders in Los Angeles. d) Cryptocurrency ATM Rental System - Chicago, USA Designed and implemented an innovative ATM machine rental system model tailored for cryptocurrencies in Chicago. e) Profit Coach and Business Analyst - Australia Served as a Profit Coach and Business Analyst at a prestigious consulting firm in Australia, collaborating with the founders to optimize processes and improve efficiency. f) Agricultural Lending Business Advisory - Brisbane, Australia Provided strategic guidance to an agricultural lending business, focusing on strategic growth and financial management across various business units. g) Wealth Consulting Firm Advisory - Canada Collaborated with a wealth consulting firm in Canada to develop tools and spreadsheets for clients, offering personalized advice on personal wealth management and business strategies. h) Crypto Mining & Oil Gas Model - El Paso, USA Designed a specialized business model combining crypto mining and oil & gas exploration for a prominent company in El Paso. i) Call Center Business Process Improvement - Global Guided a business agency through process optimization initiatives to drive scalable growth and operational efficiency. j) Health Tech Business Plan - Boston Developed a comprehensive business plan for a Health tech company, introducing new revenue streams and strategic initiatives to raise funds. k) SaaS Company Financial Director - Spain Served as CFO, overseeing financial operations and driving strategic initiatives to elevate the company's performance. Leveraged technology for data automation and real-time analysis to optimize resource allocation, enhance capital efficiency, and maximize profitability across business units. If you're ready to propel your business to new heights, let's foster a dynamic collaboration. Committed to cultivating long-term partnerships and customizing my expertise to align with your unique needs, I eagerly await the opportunity to work together. Thank you for considering my application.Financial ServicesBusiness DevelopmentCorporate StrategyBudget ManagementForecastingValuationKPI Metric DevelopmentDashboardMicrosoft ExcelGoogle SheetsFinancial ReportFinancial PlanningFinancial ModelingFinanceBusiness ModelingBusiness PlanFinance & AccountingStartup Consulting - $50 hourly
- 4.5/5
- (275 jobs)
⭐Top Rated Freelancer⭐ I am a Qualified Accountant with 12 years of experience in Bookkeeping, Accounting, Tax Preparation, Financial Management, Budgeting, Planning, etc. I am a QuickBooks and Xero Certified Pro-Advisor. I provide the following services; 👉 Full Cycle Bookkeeping in software like Quickbooks, Xero, Zoho Books, Wave, etc. 👉 Tax Preparation for Individuals, Corporations, Partnerships, Trusts, etc. 👉 Accounts Receivables and Payables management. 👉 Periodic reporting and year-end financial statements. 👉 Cross Border Taxation, Tax Planning, Tax Treaty Benefits, Double Taxation Avoidance, etc. 👉 Financial analysis, budgeting, cash flow management, forecasting, etc. 👉 Data Entry I am a highly motivated, hard & smart working individual, with a great willingness to learn, and I like to update my skills with the latest rules and technology in order to provide quality services to my valuable clients. I can be your go-to guy for all finance and tax-related tasks.Financial ServicesPayroll AccountingBookkeepingBalance SheetZoho BooksFinancial ReportInternational TaxationIncome StatementXeroInternational Financial Reporting StandardsFinance & AccountingChart of AccountsTax ReturnValue-Added Tax - $25 hourly
- 5.0/5
- (76 jobs)
About Us: As a seasoned business strategist, I help startups and growing businesses secure funding from investors, venture capitalists, banks, and government grants by delivering comprehensive Business Plans, Pitch Decks, and Financial Forecasts. Since launching ServeSmith in 2019, we’ve grown into a dynamic team of 12 dedicated professionals, each committed to driving success for our clients. To date, we've partnered with over 805 businesses—from startups to established companies—helping them scale with investor-ready business materials and expert financial planning. What We Offer: We specialize in providing tailored solutions to elevate your business: 📊 Business Plan writing & Financial Planning: ✅ Complete Business Plan Writing ✅ Immigration Business Plans ✅Business Plan for Startups ✅ Business Plan for SBA Loan ✅ Immigration Business Plan ✅ One-Page Executive Summaries ✅ Investor-Ready Pitch Decks ✅ Company Profiles, Presentation Design, and Annual Reports ✅ Business Proposals ✅ RFP Response Writing ✅ Financial Projections & Forecasting 💼 Business Support Services: ✅ Microsoft Word, PowerPoint, Excel – Formatting, Design, Proofreading ✅ Bookkeeping (QuickBooks, Xero, MS Excel) 📣 Digital Marketing & Social Media: ✅ Facebook & Instagram Advertising 💻 Web Development: ✅ WordPress Websites ✅ Shopify Store Development Whether you're a startup seeking funding or an established company looking for growth strategies, we’re ready to support you every step of the way. Let's connect! I’d love to discuss how ServeSmith can help your business thrive. Check out our portfolio, and feel free to schedule an interview. Warm regards, Usman Founder, ServeSmithFinancial ServicesPitchbookPitch DeckBusiness PlanFinancial ProjectionBusiness Plan WritingExecutive SummaryBusiness WritingMicrosoft PowerPointPresentationsFinancial ModelingFacebook Pixel Setup & OptimizationFacebook Ads ManagerSocial Media MarketingSocial Media AdvertisingFinance & Accounting - $33 hourly
- 5.0/5
- (23 jobs)
I am a wealth management consultant and finance expert with 16 years of experience in Brokerage Firms and Commercial Banks, specializing in the analysis and interpretation of both qualitative and quantitative data. I possess extensive experience in creating and adapting Excel formats, pivot tables, and dashboards to generate effective reports. Additionally, I have a significant track record in market research, financial analysis, and the ability to find, dissect, interpret, and present large quantities of data.Financial ServicesWealth ManagementPersonal FinanceMystery ShoppingAnalyticsMicrosoft ExcelFinanceInvestment BankingContent WritingMarket ResearchFinancial Writing - $30 hourly
- 5.0/5
- (105 jobs)
I'm a Certified Public Accountant (CPA) and Crypto Tax Analyst/Accountant with 5 years of working experience in Crypto space. I've helped customers from the USA/Canada/UK/Germany/Australia with their tax burdens. Essentially, I have: -Have strong command on crypto software's like Koinly, Cointracking, Zenledger and Blockpit etc. -Have strong knowledge about De-Fi transactions from places such as sushi swap, aave, and curve finance etc along with Nodes, Staking, liquidity, mining transactions, NFT trades, ICO, etc. - Experienced in handling many Blockchains such as Cosmos, Aurora, Near, Cardano, Terra Luna, Solana, EGLD, Ethereum & all EVMs etc And I can: - Fix Crypto balance issues (adjust ledgers up to date); - Transaction review (NFT, staking, liquidity, mining, loans/repayments, nodes, rebases, swaps, ICO, margin trading); - Create/adjust crypto CSV (CEX/DEX/explorers). Oh, I almost forgot... I am also bloody good at awesome and timely responses, I don’t leave you hanging (I hate waiting) and I get the job done so you can crack on and leave the hassle with me.Financial ServicesTax Preparation SoftwareFinance & AccountingAccounting ReportCrypto WalletUS TaxationAccount ReconciliationCrypto Exchange PlatformBlockchain, NFT & CryptocurrencyAccountingCrypto AssetBookkeepingAccounting SoftwareAccounting BasicsIntuit QuickBooks - $75 hourly
- 5.0/5
- (11 jobs)
As a highly experienced Google Ads manager, I have a proven track record of delivering successful PPC campaigns on both Google and Bing platforms. With over 7 years of experience in the industry, I have had the privilege of working with top agencies such as Cox Media Group in Atlanta, where I managed a book of business worth $450k per month, and for Microsoft under the Bing platform, where I managed a book of business worth $750k per month. Additionally, I have worked in-house, running mortgage ads for LendingTree with a monthly budget of $5M. My extensive experience in managing PPC campaigns has allowed me to develop a deep understanding of the industry, including the latest trends and best practices. I have consistently demonstrated my ability to optimize campaigns to achieve outstanding results, including increased conversions, reduced costs, and improved ROI. Moreover, I am certified in Google AdWords, Google Analytics, Bing Ads, and Search Ads 360. These certifications demonstrate my proficiency in using these platforms and my commitment to staying up-to-date with the latest developments in the industry. If you're looking for a Google Ads manager with a wealth of experience and expertise in delivering successful PPC campaigns, then look no further. I am confident that my skills and experience will help drive your business's growth and success.Financial ServicesDoubleClick Bid ManagerBing AdsSearch Engine MarketingGoogle AnalyticsGoogle Ads - $25 hourly
- 5.0/5
- (19 jobs)
I am an ACCA having 13+ years of experience with Big 4 Accounting & Audit Firms i.e KPMG & EY. I am engaged in providing financial outsourcing services to clients across the USA, UK, Australia, & Middle East. I am well aware of Accounting Procedures, IAS & IFRS, and GAAP. I provide all financial outsourcing services with guaranteed quality and affordability. ► Scope of work for the below-mentioned projects shall be as follows: 1. End-to-end accounting & Bookkeeping using (Quickbooks, Xero, MYOB & Wave) 2. Monthly MIS reporting, business reviews, and financial analysis; 3. Planning & budgeting - Reporting of business plans, budgets, and periodic forecasting; 4. Treasury management & cash flow planning; 5. KPIs and Dashboards to support leadership decision-making; 6. Payroll management & processing; 7. Vendors’ payments management solution (incl. online banking portals); 8. Reconciliations - Bank Accounts, intercompany & sub. Ledgers; 9. Preparation of annual reports & statutory financial statements (Ready for audits & signing); 10. Group consolidation of financial statements; 11. End-to-end external audits execute. 12. Preparation, submission, and filing of corporate tax, sales tax, BAS, and VAT returns in Australia, US, UK, and UAE; 13. Supporting the registrations and clearing the backlog of pending tax matters; 14. Accounting audits, and filings for Superannuation; 15. Ensuring Tax & regulatory compliance; and 16. Advising on optimal Tax planning. 17. Preparation of a business plan providing your value proposition, a market analysis, a competitor analysis, and a financial model; 18. Pitch deck will present key information an investor or potential partner would be looking for: what is the business, what is the competitive advantage, and what are the potential returns; 19. Budgeting; cash flows and returns analysis; 20. Financial metrics & dashboards; 21. In-depth financial analysis 22. KPIs, What-ifs, and Stress testing 23. Prepare business valuation using the financial model i.e. DCF, relative P/E, EV/EBITDA, valuation multiples, and perform industry-specific research to support the valuation. 24. Carry out in-depth financial analysis, financial modeling, and forecasting. 25. Business restructuring and benchmarking. 26. Carry out capital structure optimization. 27. Prepare product costing/ project costing and margin analysis. ► Recent Work History 1. Financial year closings for MNCs, LLCs, and PLCs in the USA, UK, Australia, UAE and Pakistan. 2. Process improvement strategy and KPI design - Finance Department for a Australian Client. 3. Implementation of xero accounting software for a client based in Singapore. 4. Quickbooks accounting software Financial closing issues & report designs for a Nigerian Client. 5. General bookkeeping for a US client. 6. Financial Education & training of finance staff in Canada & KSA. 7. Real Estate Financial Management & Bookkeeping for a Canadian Client. 8. Cashflows management for a Malaysian Client. ► Certifications & Skills 1. Chartered Accountant - UK 2. Certified xero Advisor 3. Certified QuickBooks Professional 4. Certified Microsoft Professional - Office 365. 5. Advanced Excel Dashboard & Dynamic Reporting 6. Power BI Expert. So if you're looking for a motivated, safe set of hands to take the weight of this project off your shoulders and work with you to get the job done RIGHT, then let's have a chat! Looking forward! Rehan MasoodFinancial ServicesAccounting Principles & PracticesAccounting AdvisoryCost AccountingAccount ManagementWeb AccessibilityBusiness ManagementFinance & AccountingAccounting Tools SetupManagement SkillsGAAPAccount ReconciliationBookkeepingFinancial AccountingIntuit QuickBooks - $100 hourly
- 4.7/5
- (84 jobs)
⭐️ TOP RATED PLUS Contractor ⭐️ A decade professional experience ⭐️ 5+ years on Upwork ⭐️ 5000+ hours, 300k+ earning and 100+ excellent feedbacks ⭐️ Strong portfolio of Website, Mobile & Web Application (SaaS) I am a cross-functional product designer who's been defining, designing, and developing digital experiences for over 8 years and leading a UI/UX design team for over 3 years. As an individual design contributor, my versatile technical and creative skill-set allows me to provide teams with hands-on collaboration at all stages of product development. Skills include: - UX Design: Research & Analytics, Wireframe, Clickable Prototyping, Mockups, User Flows and Journey, Storyboarding, User Testing - UI Design, Visual Design, UI kits and libraries, Custom Icons, Typography, Color Psychology, Brand Guideline - Graphic Design: Logos, Online visual contents, Illustrations, 2D/3D Graphics, Presentation, Data Visualizations, Print Design - Motion Design: Interactive Animation, Dynamic Website, Motion Graphics, Clickable Presentations(Figma) - Website Development: HTML/CSS, SVG, jQuery, JavaScript, Bootstrap, Tailwind CSS, React, Basic PHP knowledge - CMS: Landing Page, Wordpress Theme/Plugin, Webflow, Hubspot, Unbounce, Foleon Tools I used: - Adobe Photoshop, Illustrator, XD, Indesign, After effects - Figma, Sketch, Foleon, Infogram, InVision - Visual Studio Code, Git, Trello, Jira, Slack As a design led, I'm a strategic design-thinker who has a proven track record of driving initiatives by project-managing a design system, organizing resources, advocating for user-centered design, implementing UX processes, analyzing complex flows, defining OKRs, and mentoring colleagues to foster a UX design culture of innovation, knowledge-sharing, accessibility, and holistic problem-solvingFinancial ServicesAdobe Creative SuitePrint DesignData VisualizationBrandingCMS FrameworkFinance & AccountingGraphic DesignUI/UX PrototypingMobile UI DesignLanding PageWordPressFigmaResponsive DesignWebflowWeb Design - $15 hourly
- 5.0/5
- (33 jobs)
Economist graduated in Brazil with experience as exchange student in the USA. Fluent in English and Portuguese. More than seven years of experience in sales and customer services in both languages as Real Estate Broker, Bank Manager, Self-Employed Salesperson and Business Development Professional. Ability to communicate, read and translate in Spanish and French. High knowledge about Financial Products, Global Market and Economics. More than 1,700 hours of experience in Home Office work.Financial ServicesContent WritingBilingual EducationIntercultural CommunicationEconomic AnalysisSales StrategyBusiness Mathematics - $35 hourly
- 5.0/5
- (11 jobs)
Experience in: • QuickBooks (QBO) / QB Desktop & Online / SAP / Xero / Netsuite & Major ERPs. • Procore & Buildertrend. • Bookkeeping & Accounting. • Accounts Receivables (AR) / Collections, Accounts Payables (AP), Treasury, Bank account reconciliation, Cashflow & Forecast. • Excel, Google Sheets, VBA/Macros and Power Bi. ***** • Fluent English • 300 Mbps Stable internet speed. / Windows 10 - i5 - 8GB RAM • Western hemisphere Time Zone (USA / Canada & Latam) - Pacific Time to Eastern Time availability ***** With 10 years of experience in finance positions, I bring a strong understanding of accounting, accounts payable and accounts receivable to the table. My background spans across the software/IT and consumer goods industries, honing my skills in problem resolution, creative thinking and effective communication. My experience in shared service centers has allowed me to effectively collaborate with team members, both on-site and remotely. Fluently bilingual in Spanish and English, I have a proven track record in utilizing technology to streamline processes and improve user experience. My expertise in Microsoft Office Suite and SAP, particularly in MS Excel, has resulted in successful automation of processes and reports. I am a results-driven individual who is constantly seeking opportunities to add value and streamline inefficiencies. My focus on standardization has enabled me to simplify time-consuming tasks, freeing up time for more meaningful contributions. I am a driven and detail-oriented professional with a passion for using my technical skills to solve complex financial problems. With my ability to think outside the box and my dedication to continuous learning, I am confident in my ability to provide valuable insights and deliver tangible results for my organization. Whether working independently or as part of a team, I am committed to delivering high-quality work and exceeding expectations. In addition to my finance background, I am a natural communicator who values open and transparent dialogue. I believe that effective communication is key to successful collaboration, and I strive to maintain open lines of communication with my colleagues and stakeholders. My linguistic skills and ability to adapt to different cultural backgrounds make me a valuable asset to any organization. Keywords: Finance, Accounting, Treasury, Banking, Excel, SAP, Procore, QBO, QuickBooks, AR, Collections, Receivables, Cash Flow, Accountant, Fieldglass, kyriba, Bank, A/R, Buildertrend, Builder trend, Construction, IFRS, US GAAP, bill, bill.com, cleanup, Bank reconciliation, CPA, billing, account management, bookkeeper, GL, Project Manager, estimator, estimation, spreadsheets,Financial ServicesFinance & AccountingAccounts Receivable ManagementProcoreAdministrative SupportTreasury ManagementBookkeepingIntuit QuickBooksAccounts PayableMicrosoft ExcelSAPInvoicingCash Flow AnalysisAccounts Receivable Want to browse more freelancers?
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