Hire the Best Fund Accounting Specialists
in India
Mumbai, India
I’m a Certified Public Accountant (CPA) with over 10 years of experience in accounting, taxation, and financial advisory, including 6 years at Ernst & Young (EY). I currently support 80+ businesses with their accounting, bookkeeping, and tax requirements, and have successfully prepared 300+ tax returns across individuals and business entities. In addition to my CPA qualification, I am a CFA Level III candidate, which allows me to bring a deeper financial and analytical perspective—especially valuable for business owners looking beyond compliance and toward strategic growth. What I do best: Bank Reconciliation, Accounts Payable, Accounts Receivable Catch-up Bookkeeping, Clean-up Bookkeeping, Monthly Bookkeeping Financial Reporting, Cash Flow, GAAP Full-service accounting & bookkeeping (accrual-based, clean and audit-ready) US Taxation, Tax Preparation, Tax Filing Form 1040, 1040-NR, 1120, 1120S, 1065, 1099, W-2 IRS, PTIN, State Tax Returns Small Business Tax, Self-Employed, S-Corp, LLC Tax Financial statement preparation & review M&A support (due diligence, financial analysis, deal structuring) Cash flow forecasting & financial planning Payroll & sales tax compliance 🚀 Why Clients Work With Me Managed accounting & tax for 80+ U.S. businesses Prepared 300+ tax returns Ex-Big 4 (EY) experience – strong technical foundation Strong understanding of U.S. GAAP & tax laws Focus on accuracy, timeliness, and proactive communication Ability to handle complex, multi-entity structures Experience working with CPAs, law firms, and business owners 🏢 Industries Served Construction & Contractors Law Firms (Trust/IOLTA accounting) Restaurants & Retail E-commerce (Shopify, Stripe, Amazon) Professional Services Real Estate & Property Management Startups & Small Businesses 🧰 Tools & Software Expertise QuickBooks Online (QBO) / Desktop Xero Zoho Books Gusto / ADP Payroll Stripe, Shopify, Toast Clio (Law firms) Excel (Advanced financial modeling) 📊 Services Offered 🔹 Accounting & Bookkeeping Monthly bookkeeping (categorized, reconciled, clean books) Catch-up & clean-up work Bank, credit card & loan reconciliations Financial reporting (P&L, Balance Sheet, Cash Flow) 🔹 Tax Services Individual Tax Returns (Form 1040) Business Tax Returns (1120, 1120S, 1065) Tax planning & optimization Amended returns & IRS notices handling 🔹 Advisory & CFO Services Cash flow forecasting (including 13-week models) Budgeting & financial planning KPI reporting & business insights Strategic advisory for growth & profitability 🔹 M&A & Financial Analysis Due diligence support Financial modeling & valuation insights Deal structuring assistance Post-acquisition integration support 📈 Client Results Helped businesses clean up books with $1M+ discrepancies Reduced tax liabilities through strategic planning Built cash flow systems helping businesses manage liquidity effectively Supported clients in scaling operations with structured financial systems 💬 What You Can Expect Clear communication & quick turnaround Proactive problem-solving (not just data entry) Organized and audit-ready financials Long-term partnership mindset 🎯 Call to Action If you're looking for a reliable CPA who can handle your accounting, taxes, and financial strategy end-to-end, feel free to message me. I’d be happy to understand your business and see how I can help.
- Fund Accounting
- Accounting
- CPA
- Tax Preparation
- Bookkeeping
- Intuit QuickBooks
- Mergers & Acquisitions
- Due Diligence
- US Taxation
- Light Bookkeeping
- Finance & Accounting
- Bank Reconciliation
- Payroll Accounting
- Financial Planning
- Financial Projection
- Financial Modeling
- Financial Management
- Xero
- Zoho Books
- Cash Flow Analysis
Jaipur, India
Top-Rated Upwork Professional with 100% job success Hi, I'm a seasoned expert in fund & business accounting, finance, and tax preparation. I only apply for tasks that me or my team can do, so if I applied for yours, I can definitely do that. As a Chartered Accountant from ICAI (equivalent to a US CPA) with over a decade of industry experience, I specialize in: Fund Accounting, Corporate Bookkeeping / Accounting, Financial Projections Financial Modeling Crypto Accounting Private Equity Accounting US bookkeeping and accounting Audit ready books Audit support to small companies Whether we do bookkeeping or accounting we would keep the balance matched every month. Also our team is self initiating so we approach our clients, even they do not remember to send data / approval to us. If you have a work that aligns with my expertise in accounting, finance, forecasting, or US tax preparation, let's connect. You can trust my knowledge and proficiency to bring exceptional value to your project. Rest assured, me and my team will be deeply invested in your success. Best Regards, Deepesh
- Accounting
- Financial Report
- Financial Audit
- Microsoft Excel
- Financial Statement
- Financial Reporting
- Cash Flow Statement
- Bookkeeping
Gurgaon, India
Top Rated Plus Affordable Big 4-level Expertise for Unlocking Financial Clarity & Compliance I am Nitin Dhawan, a Big 4-trained Chartered Accountant (CPA – India) with 13+ years of experience in accounting, financial reporting, audits, and process automation. Having worked at EY and Deloitte, I bring global best practices to businesses looking for financial stability, transparency, and efficiency - while helping them save thousands of dollars by identifying avoidable costs and operational inefficiencies. Struggling with messy books, audit complexities, or financial inefficiencies? You are not alone. Businesses of all sizes - startups, established companies, and multinational firms - face challenges in maintaining accurate financial records, adhering to compliance standards, and optimizing internal controls. How I can help you: - QuickBooks Certified ProAdvisor/Bookkeeper - Specialist in SOX Compliance & Internal Controls - Expert in Financial Reconciliation & Reporting - Process Optimization with Smart Excel Solutions Whether you need bookkeeping cleanup, financial reporting support, or audit readiness strategies, I help businesses maintain accuracy, compliance, and operational efficiency. Services I Offer: - Accounting & Bookkeeping: - Setting up and cleaning QuickBooks/Xero for accurate records - Catch-up and backdated bookkeeping for months/years - Categorization of transactions and general ledger maintenance - Bank, credit card, Stripe/PayPal reconciliations - Accounts Payable: Vendor bill tracking, payments, aging reports - Accounts Receivable: Invoicing, collections tracking, AR aging - Payroll entries, employee reimbursements, and compliance reports - Month-end close: accruals, adjustments, journal entries - Fixed asset tracking, depreciation calculations, and expense allocation - Preparing US GAAP-compliant financial statements - Tax-ready books for CPA or year-end filing Financial Management & Reporting: - Monthly financial reports you can actually understand (P&L, Balance Sheet, Cash Flow) - Cash flow tracking and forecasting to avoid surprises - Budgeting and variance analysis explained clearly - Expense trend analysis and identifying unusual costs - Customer and vendor aging reports to improve collections/payments - Clean, structured reports for your CPA, bank, or investor - Monthly financial health check summaries Audit & Compliance: - SOX Compliance: Implementation, control design, and testing - Internal audits and process reviews to prevent financial risks - Risk and control mapping with practical recommendations - Pre-audit control cleanup to minimize external audit findings Finance Optimization & Advisory: - Process automation solutions (saved 400+ hours annually for past clients) - Setting up accounting workflows and financial systems - CFO-level insights to support strategic decision-making Why Work With Me: - 12+ years of experience in finance and accounting, trained at EY & Deloitte - Led teams of 40+ professionals and trained 350+ in audit preparedness - QuickBooks & Xero Certified for advanced bookkeeping and automation - Global compliance expertise ensuring audit-safe, defensible financial frameworks Impact Highlights: - Helped a Los Angeles property management firm save $590K annually by cleaning books, recovering expenses, and eliminating costly debt. - Delivered audit-ready financials in 90 days for a US RV park operator, unlocking $6.2M in funding for expansion. - Protected dual taxation on £3.2M in global income for a UK subsidiary by restructuring governance and avoiding a 30%+ tax exposure. Let’s Work Together! I partner with startups, small businesses, and scaling companies that need clarity, compliance, and financial stability. My goal is to make your finance operations effortless, whether it is cleaning up your records, optimizing internal controls, or preparing for audits. Message me today - let’s build a financial framework you can rely on.
- Fund Accounting
- Accounting
- Data Analytics
- Microsoft Excel
- Bookkeeping
- Budget Proposal
- Financial Audit
- QuickBooks Online
- Process Improvement
- Forecasting
- Xero
- Payroll Accounting
- Bank Reconciliation
- Account Reconciliation
- Budgeting & Forecasting Software
Kalyan, India
🌟 Nonprofit Accounting Expert | Chartered Accountant | QuickBooks Online & Blackbaud NXT Specialist I am a Chartered Accountant (CA) and QuickBooks Online Advanced Certified ProAdvisor with over 14 years of accounting experience, including extensive work with U.S.-based nonprofit organizations. I specialize in helping nonprofits and mission-driven organizations streamline their accounting systems, ensure grant and fund compliance, and produce accurate and timely financial reports—so they can focus on their impact. 💼 Nonprofit Accounting Expertise Includes: Fund accounting and class-based reporting Budgeting by program/grant and variance analysis Managing restricted vs. unrestricted funds Preparing IRS Form 990 support schedules and audit-ready documentation Bank, grant, and donor reconciliations Experience with Blackbaud Financial Edge NXT modules (GL, AP, AR, Queries) Compliance with grant terms, donor reporting, and internal controls Building custom reports and dashboards for nonprofit boards and stakeholders ✅ QuickBooks Online Proficiency for Nonprofits & Small Businesses: ✔️ Chart of Accounts setup & cleanup tailored to fund/class structure ✔️ Grant and donor tracking through class, project, or location tagging ✔️ Invoicing for grants, pledges, or billable services ✔️ Vendor and contractor payments with 1099 tracking ✔️ Inventory management and donation tracking where applicable ✔️ Multicurrency setup for international funding ✔️ Budgeting & Forecasting at fund, program, or entity level ✔️ Sales tax compliance and payroll setup for nonprofit staff ✔️ Monthly reconciliations, variance reporting, and board-ready financials ✔️ Auto-matching of bank feeds, recurring entries, and rules for efficiency ✔️ Customized KPI dashboards and scheduled reports ✔️ Period closing, audit prep, and backdated entry controls 🎯 Why Nonprofits Hire Me: 1️⃣ Specialized Nonprofit Knowledge: Deep understanding of fund accounting, donor/grant compliance, and reporting requirements 2️⃣ Efficiency & Accuracy: Automation and process optimization to reduce cost and human error 3️⃣ Custom Dashboards & Reports: Gain insights into program performance, cash flow, and fund usage 4️⃣ One-Stop Solution: From day-to-day bookkeeping to monthly closings and Form 990 prep support 5️⃣ Client-Centered Support: I work in your time zone, offer fast turnaround, and provide clear communication 6️⃣ Mission Alignment: I understand the operational challenges nonprofits face and tailor solutions accordingly If you're looking for an accountant who understands nonprofit financial requirements, donor expectations, and the tools you use like QBO and Blackbaud NXT, then I’m the right fit. 📞 Schedule a call now or message me via Upwork to get started. Let’s simplify your accounting and amplify your impact. Money-Back Guarantee: 100% satisfaction or your money back. Best regards, Namir Tatli Chartered Accountant (India) | CIA | QBO Advanced Certified Namir Tatli
- Payroll Accounting
- Invoicing
- Month-End Close Assistance
- GAAP
- Cash Flow Analysis
- Cost Analysis
- Financial Analysis
- Bookkeeping
- QuickBooks Online
- Forecasting
- Data Analysis
Jaipur, India
Are you struggling with messy financials, unclear budgets, or the need for investor-ready reports? I help businesses streamline their books, make data-backed financial decisions, and maintain healthy cash flow. With over 11 years of experience as a CFO and Financial Consultant, I’ve supported startups, law firms, and multi-entity companies in: ✅ Bookkeeping (QuickBooks Online, Xero, Tally) ✅ Budgeting & Forecasting (Monthly/Quarterly/Annual) ✅ Financial Modeling (Investor pitch decks, scenario planning, Excel dashboards) ✅ Virtual CFO Services (Cash flow management, profitability analysis, financial reporting) I’ve helped clients: • Reduce costs by 15–30% through budget controls • Build clear financial models used to secure funding • Organize years of backlog bookkeeping • Gain visibility into financial KPIs with custom dashboards ⚙ Tools I work with: QuickBooks, Xero, Excel, Google Sheets, Zoho Books, Power BI 🎯 Let’s talk if you’re looking for a partner who understands both numbers and business strategy. I offer reliable, timely, and insightful financial support.
- Accounting
- Financial Planning
- Analytical Presentation
- Google Dataflow
- Bookkeeping
- Budget Planning
- Finance & Accounting
- Financial Analysis
- Financial Accounting
- Financial Consulting
- Financial Management
- Financial Statements Preparation
- Account Management
- Cost Accounting
- Cost Estimate
Pune, India
🌟EXPERT INDIAN CPA | 12+ YEARS OF EXPERIENCE | 6K HOURS ON UPWORK Are you looking for a reliable, results-driven accounting professional who can bring clarity, structure, and strategy to your financial operations? You're in the right place. I'm a versatile and performance-focused Indian CPA with over 12 years of hands-on experience in bookkeeping, accounting, and financial strategy. I've partnered with clients across e-Commerce, Healthcare, Real Estate, Manufacturing, Trading, Transport, and Service industries, helping them streamline their financial processes and make data-backed decisions with confidence. Here’s what I bring to your business: 📌 End-to-End Bookkeeping & Accounting – from scratch setup to full-cycle financial management 📌 QuickBooks Online ProAdvisor, Xero Advisor, and proficient in NetSuite 📌 eCommerce Expertise – reconciliations with Amazon, Shopify, PayPal, Stripe, Square, GrubHub 📌 Factor Reconciliations – C2FO, Hilldun 📌 Month-End Closures – timely, accurate financial close every period 📌 Startup Financial Setup – helping early-stage businesses build solid financial systems from day one 📌 CFO-Level Support – working with companies without in-house CFOs to manage all financial functions 📌 MIS, Budgeting & Cost Control – delivering management reports that drive action 📌 Advanced Excel Skills – dashboards, financial models, forecasts, and budgeting tools 📌 Commercial Negotiation Experience – adding value beyond the books How I Work: I understand that each business has unique needs. I take a client-first approach, ensuring everything from chart of accounts setup to reporting and compliance is tailored specifically to your industry, goals, and workflow. Whether you’re a founder building your first finance process, or a busy CEO looking to regain control over your numbers, I’ve got you covered. Available for: - Bookkeeping (Daily/Weekly/Monthly) - Financial Analysis & Dashboards - Budgeting & Forecasting - Cash Flow Management - NetSuite, QuickBooks, and Xero Accounting - Long-term Virtual CFO Support 📩 Let’s connect if you need a dependable, knowledgeable accounting partner who brings more than just number-crunching I bring peace of mind and results.
- Cryptocurrency
- Intuit QuickBooks
- Xero
- CPA
- Real Estate
- Balance Sheet
- Microsoft Excel
- Accounting Software
- GAAP
- Bookkeeping
- Management Information System
- Oracle NetSuite
- Ecommerce
- Month-End Close Assistance
- Financial Reporting
- Accounts Receivable Management
- Accounts Payable Management
- Zoho Books
- Digital Asset Management
- Crypto Wallet
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