Hire the best Financial Services Freelancers in India

Name: Financial Services professionals
Brand: Upwork
Rating: 4.7 (479 reviews)

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Clients rate Financial Services professionals

4.7/5

based on 479 client reviews

$40 hourly
Virang M.
- 4.8/5
- (217 jobs)
Experience of 10 years in Excel and Googlesheet Automation and designing. Proficient in using: • Microsoft Excel, Google Sheets, Zoho Sheets • Quickbooks, Xero, Zoho, Odoo Thorough knowledge in fields: • Bookkeeping and Finalization of books of accounts with CPA. • Preparing Business Purpose Dynamic Dashboards • Power BI and Presentation • Macros | VBA / App Scripts • Charts / Graphs • Pivots, Lookup Formulas • Array Formulas / Solver Functions • Many other complex tasks in Spreadsheet. Let's get connected!

Financial Services
Finance & Accounting
Financial Accounting
Financial Analysis
Financial Planning
Google Sheets
Financial Modeling
Data Entry
Accounting Software
Bookkeeping
Microsoft Excel
Intuit QuickBooks
Tax Return
Zoho Books
$100 hourly
Anand U.
- 4.8/5
- (35 jobs)
🏆 I am a 𝗦𝗿. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 𝗮𝗻𝗱 𝗩𝗶𝗿𝘁𝘂𝗮𝗹 𝗖𝗙𝗢 𝘄𝗶𝘁𝗵 𝟴+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗶𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 𝗮𝗻𝗱 𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁. I have worked on deals worth $500 Million+, and have expertise in Financial Modelling, Data Analysis, ML/AI systems, Derivatives, Hedging, Valuation, Risk Management, and more. 🏆 ⛳ I am a certified Investment Advisor and a Derivatives specialist, with experience in trading various asset classes. I am proficient in C/C++, Python, Excel VBA, and Adobe tools. I have a Bachelor's in Finance from Berkeley College, New York, and I'm pursuing my Master's in Finance from PSU. 🏅 🌎 I focus on building long-term relationships with my clients and providing them with the best financial solutions. Thank you for reviewing my profile and I look forward to working with you soon! 🌎

Financial Services
Budgeting & Forecasting Software
Financial Statement
Investment Strategy
Private Equity
Finance & Accounting
Algorithm Development
Investment Banking
Quantitative Analysis
Portfolio Management
Investment Research
Risk Analysis
Valuation
Financial Analysis
Pro Forma Statement
Forecasting
Financial Modeling
$35 hourly
Aayushi G.
- 4.8/5
- (26 jobs)
ACMA, CGMA ( AIR 4 - MCS; AIR 7 - SCS; All India Rank holder in all CIMA SCS OTQ’s) with 1.5+ years of experience at Deutsche Bank, trained to ensure the accuracy of research and analysis, risk assessment and management, budgeting and financial analysis, cost management; management of accounts in xero and quickbook. Eager to bring analytical skills and proven ability to think clearly in high-stress situations, along with strong communication skills.

Financial Services
Presentation Design
Mergers & Acquisitions
Audience Segmentation & Targeting
Company Research
Data Analysis
Data Collection
Report
Finance & Accounting
Report Writing
Microsoft Office
Market Research
Business Management
Due Diligence
Management Accounting
Accounting
$40 hourly
Raghav B.
- 5.0/5
- (39 jobs)
Hello there, I'm a qualified Chartered Accountant with years of experience in the financial industry. Not only am I a CFA Level 2 certified professional, but I'm also Xero and QuickBooks Certified ProAdvisor. Over the past decade, I've worked as a freelance consultant, completing 200+ projects for 50+ clients all around the world. My goal is to help my clients achieve financial success by taking a hands-on, personable approach to their needs. As a virtual CFO, I have managed end-to-end finance and accounting business functions for various client organizations. Leveraging my widespread experience across multiple industries worldwide and hands-on experience with various accounting software suites, I've enabled extensive financial and strategic growth for my clients in a short span of time. I specialize in creating dynamic and complex financial models and business plans and strategies for companies seeking funding globally. My services are designed to help your business thrive, and include: 1. Financial modeling, which includes cash flow modeling, forecasting, insight generation, and valuation modeling. 2. End-to-end bookkeeping services, such as account reconciliation, accounts receivables and payables, inventory management, cash flow management, GL maintenance, payroll processing, and more. I work on various platforms like Xero, QuickBooks, Wave Apps, Sage, MYOB, and others. 3. Financial reporting and analysis, which includes standard and customized reports, intelligent dashboards, and visualization. 4. Income Tax Return Filing (UK), Companies House Filings (UK). If you're looking for a dedicated and experienced financial advisor who can help take your business to the next level, I'm here to help. Let's work together to achieve your financial goals and make your business dreams a reality.

Financial Services
Managerial Finance
Business Analysis
Financial Model
Finance & Accounting
QuickBooks Online
Financial Management
Business Valuation
Cost Accounting
Xero
Forecasting
Financial Planning
Intuit QuickBooks
Bookkeeping
Financial Modeling
Financial Analysis
$40 hourly
Devendra M.
- 5.0/5
- (37 jobs)
🌟 Indian CPA | QuickBooks ProAdvisor | Xero Advisor Hi, I’m Devendra Mandhana, a qualified Chartered Accountant (Indian CPA) with over 10+ years of experience in Bookkeeping, Accounting, and Financial Analysis. I specialize in providing accurate, efficient, and insightful financial services to help businesses thrive. 📊 Bookkeeping & Accounting Mastery -Full-cycle accounting: Bookkeeping, Accounts Payable (AP), Accounts Receivable (AR), and -Bank Reconciliation -Preparation of Financial Statements (Monthly, Quarterly, Annual) -Expertise in Budgeting, Cash Flow Management, and Financial Projections -Skilled in managing Receivables, Payables, and Inventory Accounting -Familiar with Payroll Processing and General Ledger Maintenance 📈 Financial Expertise -Creating Budgets and conducting Variance Analysis -Preparing detailed Cash Flow Forecasts -Expert in Data Analysis, Scenario Planning, and actionable financial insights -Building Spreadsheet-Based Tools tailored to business needs 💼 Accounting Software Expertise NetSuite, QuickBooks (Desktop and Online), Xero, Pandle, and Tally 💡 Why Work With Me? -I’ve worked with multiple US-based clients via freelancing platforms like Upwork, offering end-to-end accounting and financial management. -With hands-on experience in industries like construction, SAP implementation, and technology, I adapt to varied business needs efficiently. -My attention to detail, problem-solving mindset, and proactive approach ensure your financial records are always accurate and up to date. 📌 Key Achievements -Led receivables follow-up and payment plans, improving cash flow for businesses. -Assisted a CFO in managing accounting for 30+ construction sites, ensuring compliance and timely reporting. -Developed custom Excel-based tools to streamline financial processes and enhance decision-making. 📈 Technical Skills -Advanced Excel Proficiency: Dashboards, Pivot Tables, Automation, and Financial Models Strong command of Google Sheets and MS Office Suite Let’s collaborate to optimize your financial operations and drive your business forward! 🚀

Financial Services
Business Consulting
Management Consulting
Financial Consulting
Accounts Payable Management
Financial Analysis
Finance & Accounting
Xero
Data Analysis
Accounts Receivable Management
Financial Reporting
Oracle NetSuite
Bookkeeping
Cash Flow Analysis
Chart of Accounts
Microsoft Excel
$25 hourly
Sahil D.
- 4.8/5
- (85 jobs)
As a Chartered Accountant (US CPA equivalent) and CFA L1 & L2 qualifications along with rigorous 6 years of professional experience at PwC Deals & Strategies, I possess a strong foundation in valuations, financial modeling, pitch decks, business plans, strategies, M&A advisory and more. This experience, coupled with successful services to over 150+ clients within my 1st year of independent advisory & consulting practice, demonstrates my ability to deliver high-quality solutions across diverse industries, including SaaS, tech, e-commerce, real estate, infrastructure, manufacturing, pharma and more. My experience encompasses over 500+ projects, closely engaging with PE and VC firms on fundraising, exits, valuations, etc. My access to premium databases like Capital IQ, DealStats, BV Research and EMIS along with a "Top Rated Plus" badge on Upwork and 5-star ratings on 95% of engagements, further solidifies my expertise and client satisfaction. Range of Services offered: ✅Fractional CFO services for financial planning and analysis, cash flow management, financial reporting, business performance, expansions, etc. ✅Easy-to-use, detailed financial models for startups, small & medium-sized businesses. ✅Attractive pitch decks, teasers and company presentations for seed round, series round, fund raising, IPO, M&A, etc. along with extensive industry research ✅Business valuations for various purposes including management considerations, taxation, litigation, M&A, PPA, 409A, etc using DCF and market approaches ✅Valuation of separate intangible assets for proposed sale / purchase price allocation (PPA) ✅Valuation of ESOPs using Binomial model, Black Scholes approach and Monte Carlo simulation ✅Quarterly / Monthly investor presentations on financial performance, key developments, KPIs, etc. ✅Screening services to extract data and multiples of peer companies and peer transactions relating to any particular company / industry using various databases ✅Assistance in review, logical check and arithmetical accuracy for valuation and financial models

Financial Services
Accounting
Zoho Books
QuickBooks Online
Chartered Financial Analyst
Business Consulting
Finance & Accounting
Pitch Deck
Valuation
Business Valuation
Financial Model
Financial Analysis & Valuation
Business Plan
Company Valuation
Financial Modeling
Financial Projection
$18 hourly
Tarishi J.
- 4.7/5
- (33 jobs)
"Balanced books are key to a balanced life. A supercharged Chartered Accountant from India, I'm passionate about aligning your numbers. Globally experienced, I'm now aiming to add your country to my list. I'm the numbers maestro for any business. Specializing in precise execution using top-notch tools, such as QuickBooks, Zoho, and Xero. I'm functional with Stripe, PayPal, Pioneer, eBay, Etsy, and more. 📚 Here's a glimpse of my track record: - Managed books for a multi-location restaurant chain, generating $1M+ revenue. - Orchestrated the books of e-commerce ventures that scaled to a major 8-figure D2C brand. - Navigated the books of real estate entities, handling property refinancing and overages. - Managed book of a non profit organization [ 501(c)(3) ] enabling the organization to file Form 900 with IRS. 💡 More than just the basics: - Expert in complex accounting approaches: branch, inventory, multicurrency, class-wise financial reporting. - Skillfully handled interest amortization entries, data migration between platforms. - AR/AP management, regular cleanup, and book catchup are my forte. - I set up accounting tools, Chart of Accounts, and manage tax compliance for W-2 employees. I also issue 1099 forms to vendors and customers - Proficient with MS Excel - Pivots/Macros/lookups/formulas/power query 🔑 Why Me? ✅ Expertise: Strong accounting background for project excellence. ✅ Accuracy: Detail-driven, ensuring precise financial reports. ✅ Timeliness: Deadline savvy, I deliver on time. ✅ Communication: I keep you posted on project progress. ✅ Satisfaction: Your contentment is priority; I aim to exceed expectations. ✅ Value Creation: I always believe in adding value for my client and that can be either in form of cost optimization, process improvement or keeping a check on controls 💡 A comprehensive list of services I provide - Bookkeeping Services (Popular Accounting software are QuickBooks, ZOHO, Xero, Tally) - Cleanup of Books - Reconciliations - Accounts Receivable/Accounts Payable/Bank - Branch Accounting/Class Accounting/Reporting Tags - Consolidation of books - Company Registration in India. ( Indian Law Compliance - GST, TDS, MCA forms, Resident Director, Principal Place of Business) P.S. For tailored services and proposal, reach out. Let’s talk numbers!"

Financial Services
Finance & Accounting
Xero
General Ledger
GAAP
Income Statement
Accounts Payable
Bookkeeping
Zoho Books
Accounts Receivable
Bank Reconciliation
Payroll Accounting
Chart of Accounts
Intuit QuickBooks
$10 hourly
Shrey S.
- 5.0/5
- (26 jobs)
I am a Chartered Accountant, working with a Big 4 currently. Qualified all the levels of the course in first attempt itself, having extensive knowledge in accounting and direct taxation, also have working knowledge of indirect taxation. I have handled clients ranging from trading to manufacturing sector, having deep knowledge in tax planning, income tax return preparation and income tax filing. Also having experience in filing TDS returns, rectification of TDS Return and SFT return as mandated by government.

Financial Services
Financial Management
Finance & Accounting
Accounting Principles & Practices
Tax Law Compliance
Tally.ERP
Tax Law
Financial Reporting
Goods & Services Tax
Finance & Law
Corporate Law
Tax Planning & Advisory
Tax Preparation
Tax Return
Financial Audit
International Accounting Standards
$15 hourly
Rohit N.
- 5.0/5
- (7 jobs)
Experienced Accountant cum Financial Analyst with a demonstrated history of working in the Accounting industry. Specialised department Accounts Payable | Accounts Receivable | Bank posting & Reconciliation | Month End Journals | Monthly Financial Reports | Audit | Software known NetSuite | QuickBooks | Odoo | DDMS | Concur | Adaptive

Financial Services
Accounts Payable
Bank Reconciliation
Microsoft Office
Excel Formula
Finance & Accounting
Account Reconciliation
Typing
Account Management
Accounting
Intuit QuickBooks
Financial Analysis
Finance
Accounts Receivable
$15 hourly
Tanvi D.
- 5.0/5
- (8 jobs)
Hi, thanks for the interest in my profile. Myself Tanvi Dubey, a Chartered Accountant from India (equivalent to CPA) with over 8 years of Experience. I have earlier worked in Ernst & Young and in a KPO Firm and provided Accounting and Assurance related services to clients of various countries, mainly Canada, US and Australia. Consistency and Communication is the key for me to provide the quality work. Sectors I have served:- 1. Law firm Bookkeeping (with/without Clio) 2. Digital Marketing Agency 3. E-commerce( Amazon,stripe, shopify,etc) 4. Not For Profit Organizations 5. Product Retail 6. Construction 7. Information Technology Services Area of Expertise (Software): 1. CaseWare Workpapers (Desktop as well as Cloud Version) 2. QuickBooks Online (Certified) 3. Xero (certified) 4. MS Office 5. Dext and Keeper (Receipt Bank) 6. Knowify-Job based Invoicing 7. Zoho 8. Ramp 9. Givebutter 10. Manifestly 11. Wise Area of Expertise (professional): 1. Compilation Engagement/Review/Audit in Caseware 2. Monthly and Yearly closing of Financial Statements 3. Bank Reconciliation Statements 4. Accounts Receivable and Payable 5. Financial Modelling, Budgeting and Forecasting 6. Data entry/Bank reconciliations 7. Automation of various reports using Macro and APIs

Financial Services
Customer Service
Accounting Basics
Nonprofit
Month-End Close Assistance
Accounting
CPA
Finance & Accounting
Intuit QuickBooks
Bookkeeping
Forecasting
Budget Proposal
QuickBooks Online
Accounts Payable Management
Xero
Financial Audit
$25 hourly
Kalapi S.
- 4.9/5
- (26 jobs)
𝐂𝐥𝐢𝐞𝐧𝐭 𝐓𝐞𝐬𝐭𝐢𝐦𝐨𝐧𝐢𝐚𝐥𝐬 ⭐⭐⭐⭐⭐ (5/5) "Kalapi didn't just manage our finances—she transformed our business. His strategic insights and meticulous financial management helped us achieve a 30% increase in profitability within a year. He’s not just an accountant; he’s a game-changer." - 𝐂𝐅𝐎, 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞 𝐅𝐢𝐫𝐦, 𝐀𝐮𝐬𝐭𝐫𝐚𝐥𝐢𝐚 Hi, I’m 𝐊𝐚𝐥𝐚𝐩𝐢 𝐒𝐡𝐚𝐡, a 𝐬𝐞𝐚𝐬𝐨𝐧𝐞𝐝 𝐂𝐏𝐀 (𝐀𝐮𝐬𝐭𝐫𝐚𝐥𝐢𝐚) 𝐚𝐧𝐝 𝐂𝐡𝐚𝐫𝐭𝐞𝐫𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐈𝐧𝐝𝐢𝐚) with over 15 years of experience in financial consulting, bookkeeping, and strategic CFO services. I’ve worked with 𝟏𝟎𝟎+ 𝐠𝐥𝐨𝐛𝐚𝐥 𝐜𝐥𝐢𝐞𝐧𝐭𝐬, managing financial portfolios worth over $𝟏 𝐛𝐢𝐥𝐥𝐢𝐨𝐧, and I’m here to help your business thrive. 𝐌𝐲 𝐦𝐢𝐬𝐬𝐢𝐨𝐧 𝐢𝐬 𝐬𝐢𝐦𝐩𝐥𝐞: to provide practical, results-driven financial solutions that not only keep your books in order but also drive sustainable growth and profitability. Whether you’re a startup, a growing business, or an established enterprise, I’ll tailor my expertise to meet your unique needs. 𝐖𝐡𝐚𝐭 𝐈 𝐁𝐫𝐢𝐧𝐠 𝐭𝐨 𝐭𝐡𝐞 𝐓𝐚𝐛𝐥𝐞: ✅ CPA (Australia) & Chartered Accountant (India) with a proven track record of success. ✅ Expertise in Xero, QuickBooks, MYOB, SAP, Tally, Oracle NetSuite, and more. ✅ A strategic mindset that combines financial accuracy with actionable insights. ✅ A commitment to data security, confidentiality, and excellence. 𝐌𝐲 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐓𝐨𝐨𝐥𝐤𝐢𝐭: 𝟏. 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 & 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠: ✅ Full-cycle bookkeeping: From AP/AR management to payroll processing and reconciliations. ✅ Financial reporting: Clear, accurate, and timely reports to keep you informed. ✅ General ledger review: Ensuring your financial data is accurate and audit-ready. 𝟐. 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐂𝐅𝐎 & 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲: ✅ Cash flow optimization: Keep your business liquid and agile. ✅ Strategic budgeting & forecasting: Plan for growth with confidence. ✅ KPI creation & tracking: Measure what matters and drive performance. ✅ Internal controls & SOPs: Build a robust financial framework for your business. 𝟑. 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: ✅ Custom-built financial models: Tailored to your business needs. ✅ Sensitivity & break-even analysis: Understand your financial thresholds. ✅ Investment valuation: DCF, Comparable Company Analysis, and more. 𝟒. 𝐓𝐚𝐱𝐚𝐭𝐢𝐨𝐧 & 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞: ✅ Tax strategy & planning: Minimize liabilities while staying compliant. ✅ BAS preparation & multi-country compliance: Navigate complex regulations with ease. ✅ Tax returns & regulatory advice: Stay ahead of the curve. 𝟓. 𝐒𝐌𝐒𝐅 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: ✅ End-to-end SMSF services: From financial statements to audits and annual compliance. ✅ Tailored reporting: Keep your self-managed super fund on track. 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐈 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐳𝐞 𝐈𝐧: 🏢 Real Estate & Construction: Project valuation, cost management, WIP analysis. ✈️ Travel & Hospitality: Revenue forecasting, financial planning, expense optimization. 💻 IT & Digital Marketing: SaaS revenue modeling, strategic financial planning. 🛒 eCommerce & Retail: Inventory & cash flow modeling, sales forecasting. 📈 Financial Services & Brokerage: Investment analysis, risk modeling, portfolio optimization. 𝐖𝐡𝐲 𝐖𝐨𝐫𝐤 𝐖𝐢𝐭𝐡 𝐌𝐞? 🔹 Global Expertise, Local Understanding: I’ve worked with businesses across the globe, giving me a unique perspective on financial challenges and opportunities. 🔹 Proven Results: From boosting profitability to streamlining operations, I deliver measurable outcomes. 🔹 Tech-Savvy Solutions: I leverage the latest financial tools to ensure efficiency and accuracy. 🔹 Your Success is My Priority: I’m not just here to manage your finances—I’m here to help your business grow. Let’s Build Your Financial Future Together Whether you need a virtual CFO, a financial modeler, or a bookkeeping expert, I’m here to help. Let’s discuss how we can take your business to the next level. 📩 𝐌𝐞𝐬𝐬𝐚𝐠𝐞 𝐦𝐞 𝐭𝐨𝐝𝐚𝐲 𝐭𝐨 𝐬𝐜𝐡𝐞𝐝𝐮𝐥𝐞 𝐚 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧! Kalapi Shah CPA (Australia) | Chartered Accountant | CFO | Financial Growth Strategist Transforming Numbers into Opportunities

Financial Services
QuickBooks Online
Xero
Nonprofit Industry Consulting
Fund Accounting
Financial Modeling
Financial Analysis
Accounting Advisory
Revenue Management
Finance & Accounting
Management Accounting
Microsoft Excel
Account Reconciliation
Financial Report
Bookkeeping
Accounting
$8 hourly
Priyanka K.
- 4.8/5
- (32 jobs)
𝑨𝒓𝒆 𝒚𝒐𝒖 𝒍𝒐𝒐𝒌𝒊𝒏𝒈 𝒇𝒐𝒓 𝒂 𝒉𝒊𝒈𝒉𝒍𝒚 𝒔𝒌𝒊𝒍𝒍𝒆𝒅, 𝒅𝒆𝒕𝒂𝒊𝒍-𝒐𝒓𝒊𝒆𝒏𝒕𝒆𝒅, 𝒂𝒏𝒅 𝒓𝒆𝒍𝒊𝒂𝒃𝒍𝒆 𝒃𝒐𝒐𝒌𝒌𝒆𝒆𝒑𝒆𝒓 𝒕𝒐 𝒌𝒆𝒆𝒑 𝒚𝒐𝒖𝒓 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒓𝒆𝒄𝒐𝒓𝒅𝒔 𝒊𝒏 𝒑𝒆𝒓𝒇𝒆𝒄𝒕 𝒐𝒓𝒅𝒆𝒓? 𝑳𝒐𝒐𝒌 𝒏𝒐 𝒇𝒖𝒓𝒕𝒉𝒆𝒓! With 𝟕+ 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝐡𝐚𝐧𝐝𝐬-𝐨𝐧 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, I bring a strong expertise in bookkeeping, financial reporting, and business accounting to help businesses streamline their financial operations with precision and efficiency. 🔹 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞? ✅ 𝐀𝐜𝐜𝐮𝐫𝐚𝐜𝐲 & 𝐀𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧 𝐭𝐨 𝐃𝐞𝐭𝐚𝐢𝐥 – Ensuring precise financial records to eliminate discrepancies. ✅ 𝐄𝐱𝐩𝐞𝐫𝐭 𝐢𝐧 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 & 𝐗𝐞𝐫𝐨 – Skilled in managing and optimizing financial data using top accounting software. ✅𝐑𝐞𝐥𝐢𝐚𝐛𝐥𝐞 & 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 – Dedicated to meeting deadlines and providing up-to-date financial insights. ✅𝐏𝐫𝐨𝐚𝐜𝐭𝐢𝐯𝐞 𝐏𝐫𝐨𝐛𝐥𝐞𝐦 𝐒𝐨𝐥𝐯𝐞𝐫 – Identifying financial trends and opportunities for cost savings. 💼 𝐌𝐲 𝐂𝐨𝐫𝐞 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 🔹 𝐂𝐨𝐦𝐩𝐫𝐞𝐡𝐞𝐧𝐬𝐢𝐯𝐞 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 📌 𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐑𝐞𝐜𝐨𝐫𝐝𝐢𝐧𝐠 – Accurately tracking all financial transactions, including sales, purchases, payments, and receipts. 📌𝐁𝐚𝐧𝐤 & 𝐂𝐫𝐞𝐝𝐢𝐭 𝐂𝐚𝐫𝐝 𝐑𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐢𝐚𝐭𝐢𝐨𝐧 –Ensuring seamless alignment between accounting records and bank statements. 📌 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 𝐑𝐞𝐜𝐞𝐢𝐯𝐚𝐛𝐥𝐞 & 𝐏𝐚𝐲𝐚𝐛𝐥𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭– Managing invoices, tracking client payments, and handling vendor payments with precision. 📌𝐏𝐚𝐲𝐫𝐨𝐥𝐥 𝐏𝐫𝐨𝐜𝐞𝐬𝐬𝐢𝐧𝐠– Calculating wages, deductions, and taxes for seamless salary disbursement. 📌 𝐓𝐚𝐱 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 –Ensuring all necessary records are ready for a smooth tax filing process. 🔹 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 📌𝐁𝐚𝐥𝐚𝐧𝐜𝐞 𝐒𝐡𝐞𝐞𝐭𝐬 & 𝐏𝐫𝐨𝐟𝐢𝐭 & 𝐋𝐨𝐬𝐬 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬– Providing insightful reports to support strategic decision-making. 📌𝐄𝐱𝐩𝐞𝐧𝐬𝐞 𝐓𝐫𝐚𝐜𝐤𝐢𝐧𝐠 & 𝐂𝐨𝐬𝐭 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧 – Identifying trends to help businesses reduce unnecessary costs. 🔹 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 & 𝐓𝐨𝐨𝐥𝐬 𝐏𝐫𝐨𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 💻 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 (𝐎𝐧𝐥𝐢𝐧𝐞 & 𝐃𝐞𝐬𝐤𝐭𝐨𝐩), 𝐗𝐞𝐫𝐨, 𝐖𝐚𝐯𝐞, 𝐅𝐫𝐞𝐬𝐡𝐁𝐨𝐨𝐤𝐬, 𝐄𝐱𝐜𝐞𝐥, 𝐌𝐘𝐎𝐁, 𝐒𝐚𝐠𝐞, 𝐎𝐝𝐝𝐨, & 𝐆𝐨𝐨𝐠𝐥𝐞 𝐒𝐡𝐞𝐞𝐭𝐬 – Leveraging accounting software to streamline financial management. 🌟 𝐋𝐞𝐭’𝐬 𝐖𝐨𝐫𝐤 𝐓𝐨𝐠𝐞𝐭𝐡𝐞𝐫! 🌟 I am passionate about helping businesses stay financially organized and compliant while optimizing their financial processes. If you need a trustworthy and experienced bookkeeper to handle your accounts with precision, let’s connect today! 𝐏.𝐒. 𝐈 𝐚𝐦 𝐚𝐯𝐚𝐢𝐥𝐚𝐛𝐥𝐞 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐢𝐦𝐦𝐞𝐝𝐢𝐚𝐭𝐞𝐥𝐲 𝐚𝐧𝐝 𝐜𝐚𝐧 𝐨𝐟𝐟𝐞𝐫 𝐟𝐥𝐞𝐱𝐢𝐛𝐥𝐞 𝐰𝐨𝐫𝐤𝐢𝐧𝐠 𝐡𝐨𝐮𝐫𝐬 𝐚𝐜𝐫𝐨𝐬𝐬 𝐚𝐥𝐥 𝐭𝐢𝐦𝐞 𝐳𝐨𝐧𝐞𝐬 𝐚𝐬 𝐫𝐞𝐪𝐮𝐢𝐫𝐞𝐝. 📩 𝐒𝐞𝐧𝐝 𝐦𝐞 𝐚 𝐦𝐞𝐬𝐬𝐚𝐠𝐞, 𝐚𝐧𝐝 𝐥𝐞𝐭’𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬 𝐡𝐨𝐰 𝐈 𝐜𝐚𝐧 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐬𝐮𝐜𝐜𝐞𝐬𝐬. 🚀 Thank you! 🙌

Financial Services
Wave Accounting
QuickBooks Online
Financial Accounting
Finance & Accounting
Financial Report
Xero
Accounts Payable
Accounting Basics
Accounts Receivable
Bookkeeping
Bank Reconciliation
Balance Sheet
Intuit QuickBooks
$11 hourly
Keval V.
- 4.8/5
- (9 jobs)
I am a Chartered Accountant in India with experience in Income Tax, GST, Company and LLP registrations, basic bookkeeping to finalisation of accounts and reporting, audits, cibil report related consultancy and also finance arrangements. I strongly believe that any business can truly grow only when its accounts and finances are managed well. I always seek to give value addition to my clients and not just mere completion of the task assigned.

Financial Services
Credit Report
Credit Repair
Financial Analysis
Tax Planning & Advisory
Limited Partnership
Tally.ERP
Company Registration
Goods & Services Tax
Bookkeeping
Finance & Accounting
Financial Management
Microsoft Excel
Financial Accounting
Tax Preparation
Accounting
$7 hourly
Archana J.
- 5.0/5
- (46 jobs)
Greetings! I am a seasoned accounting, finance, and administrative professional with 14 years of experience in financial reporting, revenue accounting, cost optimization, and executive support. Beyond my expertise in finance, I excel in operational management, calendar coordination, and administrative support, with a focus on streamlining processes and ensuring accuracy and efficiency across business functions. My experience includes managing MIS functions, supporting high-level executives, and handling complex deal evaluations within a multinational corporation setting. This blend of financial acumen and organizational skills allows me to bring a comprehensive approach to both financial and administrative tasks. Services Offered: 🔹Dynamic Excel/Google Sheets Templates: Tailored to your unique business needs 🔹Financial Reporting & Bookkeeping: Including income statements, cash flow statements, balance sheets, and budgeting vs. actuals analysis 🔹Management Information Systems (MIS): Development and maintenance 🔹 Executive Assistant & Administrative Support: Skilled in managing schedules, organizing travel arrangements, and providing seamless calendar coordination for executives 🔹 Meeting Coordination & Communications: Proficient in tools like Zoom, Microsoft Teams, and Slack for efficient communications and meeting scheduling 🔹Virtual CFO & Fractional CFO Services: For part-time or full-time roles 🔹Operations & Administration Support: Ensuring smooth day-to-day business management 🔹WooCommerce Platform Expertise: Managing ecommerce operations, processing orders, and handling affiliate marketing and payments 🔹Shopify Experience: Managing reports, analyzing store data, and streamlining ecommerce operations 🔹Dashboards: Designed for efficient reviews and real-time insights 🔹Accounts Payable & Receivable Management: Streamlined for accuracy and efficiency 🔹Corporate Financial Training: MS Office Excel training for teams and individuals 🔹Revenue Accounting: Aligned with IFRS and US GAAP standards 🔹Cost Optimization Models: Focused on savings and improving margins Tools Proficiency: 1)Microsoft Office 365 (Excel, Word, PowerPoint) 2)Google Sheets 3)Power BI 4)QuickBooks 5)CRM Platforms (Salesforce, Zoho) 6)Project & Task Management (Monday, Asana, Trello) 7)WooCommerce and Shopify I am also open to roles in administrative support, including Bookkeeping, Virtual Assistant, and Executive Assistant tasks. My strong organizational skills and attention to detail make me an asset for managing schedules, processing orders, maintaining records, and handling various operational tasks. Let’s collaborate and take your operations to the next level. I look forward to working with you to achieve success. Reach out today!

Financial Services
QuickBooks Online
Budget Planning
Bookkeeping
Virtual Assistance
Management Information System
Financial Reporting
Finance
Accounting Principles & Practices
Management Accounting
Finance & Accounting
Accounts Payable
Cash Flow Analysis
Balance Sheet
Income Statement
Microsoft Excel
$15 hourly
Vatsal J.
- 5.0/5
- (3 jobs)
I am a qualified 𝐀𝐂𝐂𝐀 (𝐔𝐊) 𝐚𝐧𝐝 𝐈𝐧𝐝𝐢𝐚𝐧 𝐂𝐡𝐚𝐫𝐭𝐞𝐫𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (equivalent to CA/CPA) with over six years of professional experience in diverse accounting roles. My career includes working with globally recognized firms such as 𝐃𝐞𝐥𝐨𝐢𝐭𝐭𝐞 and 𝐖𝐚𝐥𝐦𝐚𝐫𝐭 𝐆𝐫𝐨𝐮𝐩 (𝐈𝐧𝐝𝐢𝐚 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬), where I developed comprehensive knowledge in various accounting and finance functions. Additionally, I have 𝐞𝐧𝐭𝐫𝐞𝐩𝐫𝐞𝐧𝐞𝐮𝐫𝐢𝐚𝐥 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 leading a startup in India, managing end-to-end financial operations before establishing my own 𝐢𝐧𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐭 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞. Throughout my career, I have a proven track record in delivering value across industries like 𝐄-𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞 (specializing in platforms like 𝐀𝐦𝐚𝐳𝐨𝐧 𝐅𝐁𝐀 and Shopify), 𝐇𝐨𝐬𝐩𝐢𝐭𝐚𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐑𝐞𝐬𝐭𝐚𝐮𝐫𝐚𝐧𝐭𝐬, 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞, 𝐕𝐚𝐜𝐚𝐭𝐢𝐨𝐧 𝐑𝐞𝐧𝐭𝐚𝐥𝐬 (working with 𝐀𝐢𝐫𝐛𝐧𝐛 𝐚𝐧𝐝 𝐏𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 systems), 𝐏𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧, 𝐌𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠, 𝐚𝐧𝐝 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠.. I focus on leveraging cloud-based Accounting and Bookkeeping solutions to optimize efficiency, accuracy, and compliance. My approach is rooted in meticulous attention to detail, ensuring high standards in financial accuracy and timely reporting. Technical Expertise in Accounting Software and Tools: 1. 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 (𝐐𝐁𝐎), 𝐗𝐞𝐫𝐨, 𝐖𝐚𝐯𝐞, 𝐚𝐧𝐝 𝐙𝐨𝐡𝐨 𝐁𝐨𝐨𝐤𝐬– platforms I regularly use to manage 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐭𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧𝐬, 𝐬𝐭𝐫𝐞𝐚𝐦𝐥𝐢𝐧𝐞 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠, and support small to medium businesses. 2. CIN7 for advanced inventory management – providing oversight of inventory processes, reconciling stock, and ensuring accuracy for E-commerce and retail clients. 3. 𝐈𝐧𝐭𝐮𝐢𝐭 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 (𝐝𝐞𝐬𝐤𝐭𝐨𝐩 𝐚𝐧𝐝 𝐨𝐧𝐥𝐢𝐧𝐞) – extensive experience setting up, customizing, and managing accounts in cloud-based and traditional accounting environments. 𝐂𝐨𝐫𝐞 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐏𝐫𝐨𝐯𝐢𝐝𝐞𝐝: 1. 𝐂𝐨𝐦𝐩𝐫𝐞𝐡𝐞𝐧𝐬𝐢𝐯𝐞 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 – daily transaction recording, Bank Reconciliation, and ledger maintenance for reliable financial overviews. 2. 𝐂𝐡𝐚𝐫𝐭 𝐨𝐟 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 𝐒𝐞𝐭𝐮𝐩 𝐚𝐧𝐝 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧 – designed to ensure accurate tracking of financial data for effective reporting and analysis. 3. 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 𝐑𝐞𝐜𝐞𝐢𝐯𝐚𝐛𝐥𝐞 (𝐀/𝐑) & 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 𝐏𝐚𝐲𝐚𝐛𝐥𝐞 (𝐀/𝐏) 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 – optimizing cash flow, ensuring timely collections, and maintaining strong vendor relations. 4. 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 𝐏𝐫𝐨𝐜𝐞𝐬𝐬𝐢𝐧𝐠 𝐚𝐧𝐝 𝐕𝐞𝐧𝐝𝐨𝐫/𝐂𝐥𝐢𝐞𝐧𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 – ensuring accurate, compliant payroll processing and efficient administrative management. 5. 𝐁𝐚𝐧𝐤 𝐚𝐧𝐝 𝐂𝐫𝐞𝐝𝐢𝐭 𝐂𝐚𝐫𝐝 𝐑𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐢𝐚𝐭𝐢𝐨𝐧 – ensuring accuracy and compliance in monthly, quarterly, and yearly closings. 6. 𝐈𝐧𝐯𝐞𝐧𝐭𝐨𝐫𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐞𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 𝐰𝐢𝐭𝐡 𝐂𝐈𝐍7 𝐚𝐧𝐝 – managing stock reconciliation, tracking, and adjustments for both E-commerce and retail. 7. Tax Preparation and Compliance – collaborating with CPAs for accurate and timely tax returns. 8. 𝐃𝐚𝐭𝐚 𝐌𝐢𝐠𝐫𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐒𝐲𝐬𝐭𝐞𝐦 𝐒𝐞𝐭𝐮𝐩 – efficient migration of data between platforms (e.g., Xero to QuickBooks, Zoho Books to QBO), providing guidance on suitable accounting systems. 9. 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 – generating Profit & Loss Statements, Balance Sheets, and Cash Flow Statements for insightful analysis. 10. 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 (𝐅𝐏&𝐀) – Budgeting, Forecasting, and Variance Analysis to aid in effective financial planning. 11. 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 – creating custom dashboards for a clear overview of key metrics and business performance. Inventory Management with CIN7 and E-Commerce Solutions: Inventory management is critical for retail and E-commerce, where real-time stock control and order management are essential. My proficiency with CIN7 and platforms like Amazon FBA and Shopify enables me to optimize inventory management, reduce stockouts, and improve operational efficiency. Keywords for Specialized Expertise: To summarize, my qualifications include: 𝐀𝐂𝐂𝐀, 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠, 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐂𝐏𝐀, 𝐈𝐧𝐭𝐮𝐢𝐭 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬, 𝐁𝐚𝐧𝐤 𝐑𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐢𝐚𝐭𝐢𝐨𝐧, 𝐓𝐚𝐱 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧, 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐁𝐚𝐬𝐢𝐜𝐬, 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠, 𝐓𝐚𝐱 𝐑𝐞𝐭𝐮𝐫𝐧, 𝐂𝐥𝐨𝐮𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐈𝐧𝐯𝐞𝐧𝐭𝐨𝐫𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐀𝐦𝐚𝐳𝐨𝐧 𝐅𝐁𝐀, 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬, 𝐃𝐚𝐭𝐚 𝐌𝐢𝐠𝐫𝐚𝐭𝐢𝐨𝐧, 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧. Best regards, Vatsal

Financial Services
Finance
Finance & Accounting
Bookkeeping
Management Accounting
Accounting
$10 hourly
Dhrutik R.
- 4.9/5
- (6 jobs)
Summary: 🥇 Top Rated | Top 10% Talent on Upwork 🕒 225+ hours of successful bookkeeping and accounting experience 💼 Certified Public Accountant (CPA USA) & Chartered Accountant (India) with over 10 years of experience. If your business is growing or in start-up phase or have made it to the five-year mark and in need of expert financial guidance, but don't have it in the budget for a full time controller. I can offer services as you need fractional controller services. Hiring a part-time fractional controller is a cost-effective solution. I understand the challenges of running a business and are committed to providing clients with the best possible service and your small business can take the next step in growth. I can help you to automate your business processes, track your finances, and provide controller services. This will free up your time by taking care of your back office and you can focus on growing business with peace of mind. 🥇I do not market my service but my achievements speak about, what? ✅ Identified cash embezzlement fraud in payment process which lead to direct arrest by legal authority. Implemented automated pay-out process through software called expenzing ✅ Reduced process time by 25% in optimizing inventory management with implementation of stock-taking process ✅ Reduced budget preparation time by 40% by timely data compilation and Improved forecasting accuracy by 20% ✅ Decreased outstanding balances by 25% and Increased 10% revenue annually by optimizing Cash Conversion Cycle ✅ To date facilitated the funding of more than USD 100 Million with strong project/CMA report ✅ Reduced clerical errors by 60% by developing strong internal controls, SOPs for F&A operations and tax department ✅ To date saved over USD 50 Million for multiple clients through financial and tax planning. ✅ Detected revenue leakage of USD 10 million by identifying deficiency in internal control ✅ Established smooth accounting and reporting processes for numerous clients of all sizes. 🏭 Industries Served: Real estate, Education and Welfare, Hospitality, Software and IT-enabled companies, Ecommerce, Manufacturing and Trading, Gems and Jewellery, Textile, Back-office outsourced clients, country clubs, hotels, restaurants, SAAS, dealerships and professional services firms. 👨🏼‍💻 Software competence: QuickBooks pro advisor, Xero certified advisor, Zoho, Odoo, Bill.com, MYOB, Wave, Quicken, Sage, Freshbooks, Reckon, Onesite accounting, Quickbase, Appfolio etc. ❓ Why chose us: ✅ Professional Expertise: CPA credentials and 10 plus years of experience in the field which gives you confidence that your financial records and reviews will be handled with professionalism and attention to detail. ✅ Data Security: In 21st century data is assets and one small breach can ruin your wealth. I can take data security seriously. I have implemented robust security measures to safeguard your information and maintain strict confidentiality. ✅ Client Base: 250+ offline existing clients base. Client base includes Small/mid-sized, High net worth individuals, non-resident and corporate clients ✅ 100% Job success rate with Top Rated profile and High % of repeat clients which speaks about level of client satisfaction ✅ Timely Deliverables and communication: All clients have acknowledged that i delivered project before target time. I prefer sharing frequent updates and staying in touch with you, rather than being cold and connecting directly on delivery date. ✅ Software i use to ensure your work is handled: Slack, Trello, Google Meet, MS Teams, Zoom. 🏣 Service i provide: 📒 Accounting & Bookkeeping: Full Cycle Bookkeeping Services, Setting up of an Accounting Software, Reconciliation, Accounts Payable/ Receivables Management, Preparation of P&L, Balance Sheet, Cash Flow Statement, Chart of Accounts & Categorize Transactions etc., Clean-up of books, Bank and credit card reconciliations etc. 📈 Financial Planning & Analysis: is a set of planning, forecasting, budgeting, and analytical activities that support a company’s major business decisions and overall financial health. Financial Forecasting, Capital Budgeting, Modelling & Analytics, Company Valuation, Investor Presentation, MIS reporting & Analytics, Project Valuation, Month or year-end closing etc. 📜 Financial Reporting: I can review or clean up your financials or help you present them in a more helpful way. I can help you perfect your Chart of Accounts and implement the use of classes to provide more detail in your numbers. 💰 Budgeting & Forecasting: having a plan is crucial in every growing business. A budget is the financial plan. I can help you set a budget and monitor your progress. ☑ Internal Controls, Policies and System Implementation: I can help your firm set up policies and procedures that are easily repeatable by staff and reduce or eliminate the possibility of fraud. I ensure system which consists of strong processes and compliant accounting policie

Financial Services
Zoho Books
Intuit QuickBooks
Xero
Financial Statement
Microsoft Excel
Finance & Accounting
Analytical Presentation
Accounting
Bookkeeping
$12 hourly
Aayush B.
- 4.9/5
- (3 jobs)
Chartered Accountant QuickBooks Online Pro Advisor Xero Certified Advisor CPA candidate Financial Analyst I am a highly skilled and results-oriented financial professional with a passion for empowering businesses and individuals through comprehensive financial management. My expertise spans bookkeeping, accounting, financial analysis, and creating customizable Excel spreadsheets and templates. This ensures you have the tools and insights needed for success. Key Strengths: • Accurate and Efficient Bookkeeping: I maintain meticulous financial records, ensuring timely and accurate data for informed decision-making. • In-depth Accounting Expertise: My skills encompass accounts payable/receivable, reconciliations, and tax preparation, ensuring smooth financial operations. • Spreadsheet & Template Mastery: I design and develop clean, efficient, and user-friendly Excel spreadsheets and templates, streamlining your financial processes and data management. • Masterful Financial Modeling: Leveraging my advanced Excel skills, I create robust financial models for forecasting, scenario planning, and investment analysis. • Strategic Financial Analysis: Utilizing my modeling expertise, I help clients identify opportunities, manage risks, and achieve financial goals. • Beyond Technical Expertise: I possess excellent communication and interpersonal skills, collaborating effectively with clients to understand their unique needs. I am a dedicated team player with a proven track record of delivering high-quality work and exceeding expectations. Ready to Partner in Your Success: I am confident my comprehensive financial management skills can significantly benefit your organization. Please reach out to discuss your specific needs and how I can help you achieve financial stability and growth.

Financial Services
Xero
Investment Strategy
Financial Reporting
Intuit QuickBooks
Tally.ERP
International Taxation
Private Equity
Microsoft Excel
Bookkeeping
Financial Projection
Finance & Accounting
Financial Analysis & Valuation
CPA
Accounting
Financial Modeling
$7 hourly
Sandip Lila M.
- 5.0/5
- (3 jobs)
Hey there, I am a Chartered Accountant and QuickBooks Proadvisor. I have over 7 years of experience in bookkeeping, auditing, and taxation, and also holding a master’s degree in accounting. Currently practicing as a Chartered Accountant under the Firm name 𝑺 𝑴 𝑳𝒊𝒍𝒂 & 𝑨𝒔𝒔𝒐𝒄𝒊𝒂𝒕𝒆𝒔 in Rajkot, India. It would give me immense pleasure to help you with the following services: ▶ 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐬𝐞𝐫𝐯𝐢𝐜𝐞 We offer comprehensive bookkeeping services through online or desktop accounting software like QuickBooks, Zoho Books, Xero, Tally, and more, tailored to your geographical location. ▶ 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 Preparation of financial statements including balance sheet and profit & loss account, financial projections, and ratio analysis to provide insights into your business performance. ▶ 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐅𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 & 𝐀𝐮𝐝𝐢𝐭𝐢𝐧𝐠 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 We provide guidance and support for company formation and auditing, ensuring compliance with efficiency. ▶ 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 𝐑𝐞𝐜𝐞𝐢𝐯𝐚𝐛𝐥𝐞𝐬 & 𝐏𝐚𝐲𝐚𝐛𝐥𝐞𝐬 Efficient management and maintenance of your accounts receivable and payable to ensure smooth financial operations. ▶ 𝐄-𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐞 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 Specialized accounting services for sellers on e-commerce platforms like Flipkart and Amazon, ensuring accurate financial records. ▶ 𝐁𝐚𝐧𝐤 & 𝐂𝐫𝐞𝐝𝐢𝐭 𝐂𝐚𝐫𝐝 𝐑𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐢𝐚𝐭𝐢𝐨𝐧 Precise reconciliation of bank statements and credit card statements with books of account to keep your accounts in perfect balance. ▶ 𝐍𝐞𝐰 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 𝐒𝐞𝐭𝐮𝐩 & 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 Comprehensive support in setting up new company accounts and providing ongoing support services. ▶𝐒𝐚𝐥𝐞𝐬 𝐭𝐚𝐱 𝐫𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧 & 𝐑𝐞𝐭𝐮𝐫𝐧 𝐅𝐢𝐥𝐥𝐢𝐧𝐠 𝐁𝐞𝐬𝐭 𝐑𝐞𝐠𝐚𝐫𝐝𝐬 𝐓𝐞𝐚𝐦 𝐒 𝐌 𝐋𝐢𝐥𝐚 & 𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞𝐬 CA Sandip Lila

Financial Services
Startup Company
Zoho Books
Tally.ERP
Taxation
Finance & Accounting
Xero
Accounting Basics
General Ledger
Accounting
Chart of Accounts
Accounts Receivable
Bookkeeping
Balance Sheet
Bank Reconciliation
Intuit QuickBooks
$10 hourly
Harshit R.
- 5.0/5
- (2 jobs)
Welcome to My Profile! 🌟 📊 Excel & Data Analysis Specialist | VBA Developer | MACROS | Google Sheets Automation |Financial Modeling Expert | Bookkeeping Professional | Chartered Accountant 📈 Hello! I’m a Chartered Accountant and data wizard with a passion for transforming numbers into narratives. With years of experience in financial services, I’ve developed a keen eye for detail and a knack for making data tell a story. Now, I’m excited to bring my expertise to Upwork, offering top-notch Excel and data analysis services. 🚀 Services I Offer: 💼 Financial Modeling & Projection ➤ Crafting detailed financial models to forecast business performance and support strategic decision-making. 📈 Data Analysis & Visualization ➤ Turning complex data into clear insights with advanced Excel features, Power BI, and Tableau. 🔢 Excel & Google Sheets Mastery ➤ Leveraging Excel and Google Sheets for data manipulation, automation with VBA & Macros, and creating dynamic reports. 📚 Bookkeeping & Accounting ➤ Keeping your books pristine with Tally, QuickBooks, Xero, and other accounting software. 📉 Tax Preparation & Compliance ➤ Ensuring you’re tax-ready with thorough preparation and filing services of your tax returns. 🤖 Automation & Efficiency ➤ Streamlining processes with custom automation solutions in Excel and Google Sheets. Why Partner With Me ? 🏆Proven Experience: A solid background in managing high-stakes financial portfolios. 🎯Attention to Detail: A meticulous approach to ensuring accuracy in every number and report. 🛠️Tailored Solutions: Services customized to fit your unique business requirements. 💎Efficiency Expert: A focus on automation to save time and enhance productivity. My Commitment to You : ➤ Reliable Service: Consistent communication and adherence to deadlines. ➤ Innovative Approach: Continuously seeking out new ways to present data and automate tasks. ➤ Client Satisfaction: Dedicated to delivering work that exceeds your expectations. Let’s connect and take your financial operations and data management to the next level. With my expertise, we can unlock new efficiencies and drive your business forward. Contact me to discuss how we can work together to achieve your goals!

Financial Services
Tally.ERP
Content Writing
Tax Accounting
Financial Modeling
Financial Analysis
Finance & Accounting
Loan Processing
Credit Report
Visual Basic
Bookkeeping
Data Analytics
Microsoft Excel PowerPivot
Google Sheets
Excel Macros
Microsoft Excel
$10 hourly
Nirmala S.
- 5.0/5
- (14 jobs)
🔍 Testing Techniques: Proficient in manual testing methodologies, including functional, regression, smoke, and user acceptance testing. Skilled in crafting and executing detailed test cases. 🐞 Defect Tracking and Test Management: Experienced with JIRA and Trello for defect management; knowledgeable in TestRail and Zephyr for organizing testing activities. 📝 Requirements Analysis: Able to analyze project requirements and develop aligned test plans. 📄 Documentation: Strong skills in creating and maintaining test documentation, including test plans and test cases. 🌐 Web and Mobile Testing: Familiar with testing web applications across browsers and mobile applications on iOS and Android. 🔌 API Testing: Proficient in manual API testing with Postman and SoapUI to validate endpoints. 🌈 Cross-Browser Testing: Skilled in performing cross-browser and cross-platform testing for consistency. 🤝 Collaboration and Communication: Strong communicator, effective in collaborating with development teams and stakeholders. TOOLS & TECHNOLOGIES: ====================== - Bug Tracking: JIRA, Trello, Spreadsheets - Test Management: TestRail, Zephyr, Xray - Browser Testing: BrowserStack, Chrome DevTools - API Testing Tools: Postman, SoapUI - Operating Systems: Windows, macOS

Financial Services
English to Kannada Translation
SDL Trados
Exploratory Testing
Customer Relationship Management
Finance & Accounting
Financial Audit
Loan Processing
Usability Testing
SQL
Defect Tracking
Agile Software Development
Manual Testing
Software QA
Web Testing
Functional Testing
$60 hourly
Abhishek K.
- 3.2/5
- (116 jobs)
I am qualified CA & Dip In IFRS from ACCA UK. I am providing solutions in the area of accounting, finance and all legal and regulatory compliance applicable in India. I have worked for 5 years in US based company and possess very good knowledge of US GAAP. I will provide end to end support in relation to compliance within India related to company formation, accounting, various taxation compliance and all return filing. I possess good knowledge of Quick book online accounting, tally ERP, Peoplesoft, OBIEE, Hyperian. I have worked with various SME of USA, HongKong and in India and big corporate of all those countries. I possess very good knowledge in developing various financial modelling and valuation of business as per DCF method.

Financial Services
Business Services
Finance & Accounting
Mergers & Acquisitions
Company Valuation
Financial Analysis
Legal Consulting
Financial Modeling
Financial Reporting
International Financial Reporting Standards
Xero
GAAP
Tax Return
Financial Variance Analysis
Intuit QuickBooks
$20 hourly
Soumyajit D.
- 5.0/5
- (145 jobs)
I have 8 years of experience in the Finance industry with 7 years in Risk Management In Credit Suisse and Deutsche Bank, with a year as a Business Analyst in RBL. I have a Master's in Business Administration and have completed CFA Level III and FRM Level 1. I have a keen interest in capital markets with a focus on equity and industrial research. I also possess Financial Modelling, Content Writing and Valuation skills. I also have extensive teaching experience across subjects like Corporate Finance, Financial Analysis, Accounting, Risk Management and Valuation.

Financial Services
Search Engine Optimization
Corporate Finance
Academic Writing
Microsoft Excel
Financial Analysis
Risk Management
Quantitative Analysis
Financial Reporting
Financial Modeling
Tutoring
Report Writing
Finance & Accounting
Business Valuation
Copywriting
Business Writing
$30 hourly
Suraj R.
- 4.5/5
- (5 jobs)
Are you tired of feeling like you're drowning in a sea of financial chaos? Do you wish you had a superhero accountant to swoop in and save the day? Look no further! I'm here to banish all of your accounting woes and make your financial life a breeze. I'm a cloud accountant, ready to take on all of your bookkeeping, accounting, and consulting needs. Whether you're a startup, small business, or mid-sized company, I've got you covered. My mission is simple: to simplify and uncomplicate your bookkeeping processes, because let's face it, no one wants to spend all day staring at spreadsheets. But don't just take my word for it - check out my impressive list of accounting tools and software. Quickbooks Online/Desktop, Xero, Zoho Books, Sage, Wave, Buildium, and Appfolio? Check, check, and check. Payroll software like Intuit, ADP, Payworks, TSheets (now Quickbooks Time), Gusto, and Paychex? Yup, we've got that too. And when tax season rolls around, we're ready with Pro series, Lacerte, Drake, Ultra Tax, TurboTax, TaxSlayer, and Computax. But wait, there's more! I also have experience with e-commerce tools like Amazon Vendor Central, Amazon Seller Central, Ebay, Etsy, Shopify (Sync by Bold), A2X, and OneSaas. Basically, if it's related to numbers and finances, I can handle it. So if you're ready to wave goodbye to your accounting stress and hello to a brighter financial future, give me a shout.

Financial Services
Tax Planning & Advisory
Tax Law
Content SEO
Writing
Ebook
SEO Writing
Tax Strategy
QuickBooks Online
Finance & Accounting
Bookkeeping
Tax Preparation
Tax Accounting
Intuit QuickBooks
Accounting
Microsoft Excel
$20 hourly
Disha J.
- 2.8/5
- (12 jobs)
Experienced Chartered Accountant providing comprehensive financial services and expertise to freelancers and small businesses. With a deep understanding of accounting principles, tax regulations, and financial management, I offer tailored solutions to meet the specific needs of my clients. My services encompass a wide range of financial areas, including accounting and bookkeeping, tax planning and compliance, financial analysis, and business advisory. I specialize in assisting freelancers in optimizing their financial processes, enabling them to focus on their core work. By leveraging my expertise, freelancers can expect accurate and up-to-date financial records, strategic tax planning to minimize liabilities, and valuable insights to drive financial growth. I work closely with my clients to understand their unique business requirements, providing personalized solutions that align with their goals. My goal is to simplify the financial aspects of freelancing, empowering individuals to make informed decisions and achieve financial success. I combine technical proficiency with a commitment to client satisfaction, ensuring clear communication, timely deliverables, and maintaining the highest ethical standards. Whether you need assistance with day-to-day accounting, tax compliance, or strategic financial advice, I offer reliable and professional services that contribute to your business's long-term success. Partner with me to streamline your financial operations, mitigate risks, and optimize your financial performance as a freelancer.

Financial Services
Data Analytics
Business Analysis
Financial Analysis
Finance & Accounting
Risk Analysis
Tax Planning & Advisory
Tax Law
Analytical Presentation
Accounting Basics
Management Accounting
Financial Accounting
Tax Return
Tax Preparation
Tax Accounting
Accounting
$20 hourly
Abhishek S.
- 4.8/5
- (121 jobs)
As an associate member of The Institute of Chartered Accountants of India, I can help you with preparing financial statements, annual reports, projected financial statements etc for your company. I am Certified Quickbooks Online ProAdvisor. I have been providing various financial services since last 7 years, which includes but not limited to: 1. Bookkeeping and preparation of financial statements for companies in Singapore, USA and Canada. 2. Preparation and filing of GST and VAT returns with HMRC. 3.Preparation and filing of companies financial statements with the Companies House. 4. Preparing and filing Corporate Tax Returns for companies and individuals in Canada, Singapore and USA 5. Preparation of Reconciliation Statements for Banks,Credit Cards, Sales, Purchases, Debtors, Creditors etc. I have been using following accounting and taxation softwares to provide services: 1. Quickbooks Desktop 2. Quickbooks Online 3. ZOHO 4. Xero 5. Bookkeeper.in 6. Busy 7. Tally My aim is to provide an online platform to support small and medium businesses in their day to day compliance and to save their time that they can invest in their business.

Financial Services
XBRL
Annual Report
Investment Banking
Corporate Finance
Pitchbook
Bookkeeping
Xero
Private Equity
Finance & Accounting
Financial Accounting
Intuit QuickBooks
Microsoft Excel
Tax Preparation
$15 hourly
Amit K.
- 4.8/5
- (243 jobs)
Hi Upwork, I am a dedicated finance professional with 8+ years of experience specializing in financial reporting, market research, and business strategy. My expertise lies in analyzing financial statements, conducting market research, and crafting data-driven strategies to enhance business performance. I have successfully worked with hedge funds, capital markets, and middle-office operations, leveraging advanced tools such as Excel, SQL, Power BI, and Bloomberg Terminal for financial modeling, competitor analysis, and forecasting. Additionally, I am proficient in CRM platforms like Salesforce and HubSpot and accounting software such as Xero and QuickBooks Online. Key Skills & Expertise: ✅ Financial Reporting & Analysis – MIS reports, cash flow forecasting, financial statements ✅ Market Research & Competitor Analysis – Industry research, trend analysis, and strategic insights ✅ Business Strategy & Decision Making – Growth strategies based on financial & market insights ✅ Financial Modeling & Valuation – Investment models, risk assessment, P&L calculations ✅ Data Analytics & SQL – Data-driven decision-making, database management ✅ Fund Accounting & NAV Calculations – Hedge funds, capital markets, performance tracking ✅ Advanced Excel & Power BI – Data visualization, reporting, and dashboard creation ✅ Bloomberg Terminal & SAP-FICO – Market data analysis, financial insights ✅ CRM & Accounting Software – Salesforce, HubSpot, Xero, QuickBooks Online ✅ Equity Research & Fundamental Analysis – Stock valuation, investment research ✅ Survey & Research Analysis – Statistical tools for data interpretation and market assessment Professional Experience: 🔹 Full-Time Roles: Head of Finance & Operations – Candoo Crew Limited (New Zealand) Senior Manager – HDFC Securities (Chandigarh, India) Deputy Manager – Kotak Securities Ltd (Chandigarh, India) Assistant Manager – ICICI Bank (Chandigarh, India) Equity Research Analyst – Angel Broking Services (Chandigarh, India) Hedge Fund Analyst – Arbor Financial System (Chandigarh, India) 🔹 Freelance & Part-Time: Over the past 8 years on Upwork, I have worked with 200+ global clients, providing customized solutions in financial reporting & analysis, market research, report writing and business consultancy. Educational Qualifications: 📌 MBA (Finance & Marketing) – Bombay Stock Exchange, Mumbai, India 📌 Master’s in Economics 📌 Postgraduate in Statistics 📌 Bachelor’s in Mathematics & Economics 📌 Master’s of Commerce 📌 Advanced Excel Certified I am passionate about delivering actionable financial insights, optimizing business strategies, and enhancing decision-making processes. My fast turnaround time, analytical mindset, and commitment to excellence set me apart. Let’s collaborate and drive success together! 📌 Explore my blog: a4ranawat.wordpress.com Looking forward to working with you! Best Regards, Amit

Financial Services
Salesforce
Xero
SAP FICO
Microsoft Power BI
Financial Accounting
Fund Accounting
Financial Analysis
Business Analysis
Finance & Accounting
Account Reconciliation
Equity Research
Financial Reporting
QuickBooks Online
SQL
Microsoft Excel
$25 hourly
Yogesh S.
- 4.6/5
- (71 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 Services
Bookkeeping
Accounting Report
Finance & Accounting
Tax Preparation Software
US Taxation
Account Reconciliation
Blockchain, NFT & Cryptocurrency
Crypto Asset
Intuit QuickBooks
Tax Accounting
Accounting
Tax Return
Tax Preparation
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