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Clients rate General Ledger specialists
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based on 1,314 client reviews
  • $60 hourly
    I’m a CPA who enjoys helping clients solve their financial problems one debit and credit at a time. I enjoy working with small to medium sized businesses to help establish their accounting needs, catch up and/or clean up their books, provide bookkeeping and provide oversight and assistance with their monthly, quarterly or annual close. I am confident that my experience in public accounting has provided me with a solid accounting and tax background necessary to help you successfully complete your job or project. Throughout my career I’ve had the opportunity to work with QuickBooks Online and Desktop, NetSuite, Sage 50 (Peachtree), Xero and FreshBooks as well as various fixed asset software programs. Throughout my career I have always prepared individual tax returns regardless of my role. I’ve worked with various clients, including high net worth individuals, who had a Schedule C, E and/or F, investments and K-1’s from other entities. I have worked mostly with small to medium sized closely held businesses. I’m experienced in preparing partnership and corporate tax returns (including LLCs electing to be taxed as such). I have a knack for working with numbers and enjoy working through the puzzle. I am detail oriented and have strong analytical and problem-solving skills. Public accounting has taught me how to quickly adapt and learn the needs of a client. I am also efficient in learning new processes and software, most times with minimal or no guidance. I have had the opportunity to work as a tax accountant, auditor and consultant, with each role providing different experiences that I can draw from and use to help add value to your project. Any job or project will be worked on solely by me and will not be delegated or outsourced to anyone else. I appreciate your time and interest and look forwarding to working with you soon. Best Regards, Wesley
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Chart of Accounts
    Account Reconciliation
    Month-End Close Assistance
    Sage 50cloud
    Bank Reconciliation
    Accounts Payable
    Data Entry
    Oracle NetSuite
    Intuit QuickBooks
  • $30 hourly
    As a professional with nearly 20 years of experience in accounting and finance, my aim is to simplify the lives of business owners by handling bookkeeping, accounting, financial reporting and analysis, and optimizing finance processes. This way, you can focus on what you love doing and growing your business. My expertise lies in organizing and maintaining accurate accounting books, as well as providing timely and reliable financial reports to help you make informed decisions. I possess key competencies in various areas such as set-up of accounting system, bookkeeping, accounts reconciliation, financial and management accounting and reporting, financial analysis, financial statement consolidation, intercompany transactions, tax preparation and reporting, and budget forecasting.
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    Chart of Accounts
    Financial Audit
    Invoicing
    CPA
    Month-End Close Assistance
    Financial Variance Analysis
    Income Statement
    Taxes
    Financial Statement
    Bank Reconciliation
    Accounting Principles & Practices
    Intuit QuickBooks
    Bookkeeping
  • $20 hourly
    Hello! Thank you for checking my profile! Please see my qualifications as follows: 👍✔High attention to detail with strong analytical skills. 👍✔10+ experience in full-cycle accounting 👍✔Proficient in Accounting, compliance with GAAP, and Audit 👍✔Intermediate in Financial Modeling in Excel Conversant and experienced in using ERP systems 👉Oracle Netsuite 👉Quickbooks 👉Microsoft AX or Navision 👉Xero 👉JET Reports 👉Hotel System EPITOME 👉Solution 7 👉Advanced knowledge of Microsoft Office (emphasis on Excel & Access) Additions ✍I am flexible and always interested in learning new things and equipping myself with new skills. 😍 Cat Lover
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    Bill.com
    Microsoft Office
    Google Apps Script
    Multiple Email Account Management
    ERP Software
    Financial Report
    Accounting
    Accounts Receivable
    Accounts Payable
    Microsoft Excel
    Oracle NetSuite
    Intuit QuickBooks
  • $65 hourly
    I am sure you want a bookkeeper and accountant who is efficient and passionate to take care of your precious accomplishment; your small business. Leave it in my hands and you will be guaranteed quality. I help businesses better manage their finances and make great business decisions by providing them with a proper financial presentation of their companies. I save my clients money, time, and energy. Let me take your bookkeeping, accounting, and auditing anxiety. I am virtual full accountant and bookkeeper with a proven record of experience. I am a certified Quickbooks Online ProAdvisor and I have my CPA license in the state of New York. High quality work is always guaranteed for my clients. Every project I have done has left the clients books accurate; in addition to a more efficient work flow. I specialize in full charge bookkeeping, Quickbooks, budgeting, A/R, A/P, reconciling bank and credit card statements, analyzing financial statements, multiple year catch up, Quickbooks Online setup. My area of expertise is real estate and property management; however, I do accept other projects. I make working virtual painless for my clients. Any bookkeeping needs you may have I can certainly help you with. Accomplishments Include: • Bring accounts that were 2 years old up to date with 100% accuracy • Setup Quickbooks system • Financial reporting • Analyzing financial statements • Balance sheet accounts reconciliation • Categorize expenses I am particularly skilled at paying attention to detail and working out problems. I am a quick learner and easily adaptable to new methods and processes.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Internal Auditing
    Accounts Payable Management
    Financial Reporting
    CPA
    GAAP
    Account Reconciliation
    Bank Reconciliation
    Chart of Accounts
    Microsoft Excel
    Bookkeeping
    Accounting
    Financial Accounting
    Intuit QuickBooks
  • $13 hourly
    "I'm a bookkeeper who is genuine and hard working. In my work I love to resolve the issues and get to the bottom of things. Through my career I have managed to always keep a good balance between the customers and the vendors departments. But I could also find my way in the sales department as well as the after sales department. In my most recent experience I liked to be more into the numbers and be busy with the general ledger, financial statements and financial reports." *During my career I have worked with several accounting programs and custom made Java script or ERP systems which gave me a broader view and perspective. But I'm most experienced with Account View and Quick Books. *I'm specialized in the customers and vendors department but I can also manage general ledgers and financial reports.
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    Accounting Basics
    Financial Reporting
    Bookkeeping
    Dutch
    Data Entry
    Translation & Localization Software
    Financial Statement
    Financial Report
    Bank Reconciliation
    Intuit QuickBooks
    Microsoft Excel
    Accounts Receivable
    Accounts Payable
  • $65 hourly
    I have spent 20 years in Real Estate and Mortgage related fields. I have established Property Management businesses from the ground up utilizing Buildium software as well as Quickbooks (although Buildium is a much more proficient system for this). I have an exceptional eye for detail. I know a plethora of programs and those that I do not know, I learn quickly. I work well individually or collaborating with a team. I am a take charge kind of person and am not afraid to ask questions. My goal is to help you with your back end needs so that you can focus on your clients and building your business. A few areas of expertise I have are; Accounts Receivable & Payable Bank Reconciliation including 3 way trust reconciliations Bookkeeping Clean Up (if you've got a mess I can clean it!) Business & Personal Accounting Detailed General Ledger Reports General Journal Entries Invoicing & Billing Outsourced Bookkeeping Profit & Loss Statements, Balance Sheets Year-End and 1099 Reporting QuickBooks Pro Mac & PC & QuickBooks Online, Buildium, RentPost, AppFolio, Yardi Breeze, Propertyware, Rentec 20 years experience - Real Estate Pro Accountant Reliable, trustworthy and over twenty years in business environments dealing with financials, credit and investments.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Property Management Software
    QuickBooks Online
    Accounting Principles & Practices
    Wave Accounting
    Accounts Receivable Management
    Accounts Payable Management
    Buildium
    Management Skills
    AppFolio
    Intuit QuickBooks
    Bookkeeping
    Accounting Software
    Customer Service
    Bank Reconciliation
  • $30 hourly
    Empowering SMEs and Large Businesses with Affordable, Smart Accounting Solutions: Cut costs, streamline processes, and automate with ease. Are you seeking reliable and expert accounting services that can supercharge your business or personal finances? I bring you a wealth of expertise, experience, and a commitment to excellence, offering top-notch accounting services that will take your business to new heights. Transferable Skills and Summarizing 6+ Years of Key Responsibilities: 1. Sales Tax Review and Compliance: * Registration: Assisting with registration for HST, GST, PST (Canada) and state/local sales tax (US) * Returns & Filing: Preparing and filing accurate sales tax returns * Audit Defense: Representing businesses during sales tax audits * Advisory Services: Representing businesses during sales tax audits * Tech Solutions: Implementing software for automated calculations and reporting 2. Payroll Tax Review and Compliance: Review: Identifying potential payroll tax risks and errors, compliance gaps, calculations, and classifications. Calculations: Verifying accuracy of payroll tax calculations Income tax, CPP/EI, OASDI, Medicare, etc. Returns: Preparing and filing timely and accurate payroll tax returns T4/T5, W-2s, etc. Audit Defense: Representing businesses during payroll tax audits Reporting: Reconciling payroll reports with tax filings, and managing year-end requirements. 3. Full-charge Bookkeeping: Streamline your finances and ensure compliance with a comprehensive bookkeeping package: Transaction Processing: Recording income, expenses, and other financial activities. Bank Reconciliation: Matching bank statements with internal records. Accounts Payable & Receivable: Managing invoices, payments, and collections. Payroll Processing: Calculating and processing employee paychecks. Financial Reporting: Creating accurate and timely financial statements (balance sheet, income statement, cash flow statement). 4. Audit Support Pre-Audit: Risk Assessment: Identify potential audit triggers and areas of concern. Internal Controls Review: Evaluate the effectiveness of internal controls for mitigating risks. Financial Statement Review: Identify potential inconsistencies or errors requiring correction. Data Preparation & Organization: Gather and organize necessary documentation for auditors. During Audit: Auditor Liaison: Facilitate communication and address auditor inquiries. Information Requests: Provide accurate and timely responses to auditor requests. Representation: Advocate for your business and defend your financial position. Negotiation: Negotiate potential adjustments and minimize adverse outcomes. Post-Audit: Findings Analysis: Review the audit report and understand key findings. Implementation Plan: Develop and implement corrective actions for identified issues. Prevention Strategies: Improve internal controls and processes to prevent future issues. 5. Budgeting and Forecasting: Planning & Analysis: Financial Modeling: Develop detailed financial projections based on historical data and future assumptions. Cash Flow Forecasting: Predict future cash inflows and outflows to ensure liquidity. Capital Expenditure Planning: Budget for major investments and asset purchases. Budgeting & Monitoring: Operating Budget Creation: Develop comprehensive budgets for income, expenses, and key performance indicators (KPIs). Variance Analysis: Monitor actual results against budget and identify deviations. Budget Adjustments: Recommend and implement adjustments to budgets based on performance. Performance Reporting: Present budget vs. actual results to stakeholders. 6. Financial Analysis Performance Evaluation: Ratio Analysis: Assess profitability, liquidity, solvency, and efficiency. Trend Analysis: Analyze historical financial data to identify trends and patterns. Benchmarking: Compare your performance to industry standards and competitors. Cash Flow Analysis: Identify sources and uses of cash and optimize cash flow management. Cost Analysis: Identify cost reduction opportunities and improve operational efficiency. SOFTWARE FAMILIARITY My familiarity with various software such as QuickBooks, NetSuite, Xero, and Buildium as well as other communication and collaboration tools such as Microsoft Office, Asana, Slack, and MS Teams, Google Workspace demonstrates my ability to work effectively with different systems and technologies. INDUSTRY EXPERIENCE My industry experiences in healthcare, real estate, SaaS, e-commerce, digital marketing, CPA and legal firms, manufacturing industries highlight my versatility in working with different sectors. Ready to embark on a journey to financial empowerment? Let's connect on Upwork today, and let's take the first step towards a brighter financial future. Thank you.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Financial Reporting
    Financial Analysis
    QuickBooks Online
    Microsoft Office
    Accounts Payable Management
    Accounts Receivable Management
    Google Sheets
    Payroll Accounting
    Account Reconciliation
    Bank Reconciliation
    Data Entry
    Cash Flow Statement
    Bookkeeping
    Tax Return
  • $150 hourly
    I am a highly skilled professional and small business owner with a Bachelors Degree in Business Management. I have worked exclusively with QuickBooks for over 20 years and offer Full-Cycle accounting services, bookkeeping services and consulting to assist your company with meeting its financial goals. I am proficient in financial analysis, forecasting and budgeting, retroactive bookkeeping and clean up, new account set-up, monthly bookkeeping maintenance, payroll processing, accounts receivable, accounts payable, bank reconciliation, journal entries, monthly and annual financial reporting, month end and year end closings. I have owned several small businesses of my own and worked as Senior level management with responsibility for teams of 5-125 staff. This includes fortune 500 companies, international charities and several other small businesses in the profit, not-for-profit and non-profit sectors. I am extremely detailed oriented, reliable and an excellent problem solver. As a small business owner, I am intimately familiar with the demands of running a small business and the myriad of challenges that it presents. My goal is to provide my clients with a little peace of mind knowing that they can focus their time and resources on developing their core business. Technology is changing the workplace very quickly, I can help you identify inefficiencies and implement new technologies to streamline your existing accounting systems and processes or redefine them in their entirety.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Expensify
    Stripe
    Bill.com Accounts Receivable
    Bill.com Accounts Payable
    Intuit QuickBooks
    Financial Accounting
    Bookkeeping
    Payroll Accounting
    Budget Management
    Bank Reconciliation
  • $35 hourly
    ''𝙏𝙊𝙋 𝙍𝘼𝙏𝙀𝘿 𝙋𝙇𝙐𝙎 𝙤𝙣 𝙐𝙋𝙒𝙊𝙍𝙆'' "𝟏2,5𝟎𝟎 𝘽𝙞𝙡𝙡𝙖𝙗𝙡𝙚 𝙃𝙤𝙪𝙧𝙨 𝙤𝙣 𝙐𝙋𝙒𝙊𝙍𝙆" "𝙀𝙭𝙥𝙚𝙧𝙞𝙚𝙣𝙘𝙚 𝙤𝙛 𝙬𝙤𝙧𝙠𝙞𝙣𝙜 𝙬𝙞𝙩𝙝 𝙁𝙊𝙍𝙏𝙐𝙉𝙀 500 𝘾𝙤𝙢𝙥𝙖𝙣𝙞𝙚𝙨" I am an ACCA and a qualified accountant with 8 years of experience. During these 8 years, I have worked in an Audit firm and several corporate companies. I have the following credentials: ACCA - Chartered Certified Accountant UK Advanced Diploma in Accounting and Business - Oxford (UK) CPA - Certified Public Accountant ICOM -Inter In Commerce CD - Diploma in Computer Science I have experience with several e-commerce platforms. Amazon FBA Shopify Walmart eBay I have experience with the following systems: QuickBooks PRO/ENTERPRISE QuickBooks Online (QBO CERTIFIED) Quickbooks Desktop Xero (Xero CERTIFIED) Wave Zoho Books One Up Odoo Taxomate A2X I have worked on the following aspects: Bookkeeping Bank Reconciliation Chart Of Accounts Inventory Tracking Accounts Receivables & Accounts Payables Prepared Financial Statements (Monthly, Quarterly & Annually) Prepared Audit Report Implementation of Accounting software (Quickbooks & Xero) Payroll Making bills and invoices. I have a proper high-speed internet and power backup facility so that I can provide you with uninterrupted service. Here are some of my current and recent clients: - Olympus: E-commerce (Xero, A2X, Amazon) - Weareviceroy: E-commerce (Shopify and Quickbooks Online) - Feed Biz: E-commerce (Zoho books, Amazon and Shopify, A2X, Taxomate) - Salex: E-commerce ( Amazon, Quickbooks Online, Xero, Taxomate) - SNL Company: E-commerce (Quickbooks Online, Amazon, Taxomate) - KCI Buildings: Construction Business (Xero, A2X, Taxomate) - BRL Ltd: Real Estate Business (Wave and Zoho books, A2X) - Virtualeap Finance: Software Development (Quickbooks Online) - Aubretia Software: Service Provider (Odoo, Quickbooks Online) - Atwater Strategies: Investment Company (Google Sheet, A2X) - Part My Ride: Manufacturing Business (Xero, Stripe, Slack, and Wire -transfer, A2X) - Sunberry Fitness: Gym (Quickbooks Online, Receipt Bank, Time Station, Asana, A2X) I would like to build my clientele further, and keen to get your business. My main objective is to have a successful long-term professional relationship with my clients. I strongly believe, that if I truly care for my clients, they will also care for me.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    QuickBooks Online
    MYOB Administration
    Zoho CRM
    Account Management
    Finance & Accounting
    Xero
    Chart of Accounts
    Zoho Books
    Bookkeeping
    Bank Reconciliation
    Intuit QuickBooks
  • $18 hourly
    I am a versatile, reliable, and efficient Certified Public Accountant (CPA) under the Philippines with seven (7) years of combined rigorous trainings and experiences where I have gained proven skills that I continue to hone. I specialize in Accounting, Bookkeeping, Analytics, and Finance functions which include, but not limited to: - Overall set-up and migration of Accounting system and chart of accounts; - Full cycle bookkeeping based on comprehensive and up-to-date international Accounting standards, principles, and practices (including GAAPs); - Total accounts processing (including invoicing and billing), management, monitoring, and reconciliation; - Financial statements and reports preparation, generation, analysis, and projection; - Analysis, auditing, automation, forecasting, modeling, and custom dashboard and report preparation of complex raw data sets using Microsoft Excel at an advanced level; - Audits for compliance, forensic, and/or operational purposes; and - Data entry / ad hoc tasks. My goal and vision is that my valued clients will be able to allocate and dedicate their precious resources in growing their businesses in other aspects or spending quality personal time by taking Accounting, Bookkeeping, Analytics, Finance, Data Entry, and related Administrative functions off their busy schedules. Please feel free to contact me; I would love to hear from you! Thank you very much and have a great day!
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Sage
    Finance & Accounting
    Financial Accounting
    Financial Reporting
    Financial Statement
    Financial Audit
    Financial Management
    Analytics
    Bookkeeping
    Intuit QuickBooks
    Microsoft Excel
  • $30 hourly
    Hello and welcome to my profile! I am a dedicated ACCA member with a strong background in accounting and finance, specializing in a wide range of services to meet your business needs. My services encompass: Bookkeeping which includes organizing financial data, reconciling accounts, and generating insightful reports that provide a clear picture of your company's financial health. Preparing year-end financial statements that comply with accounting standards and regulations. Corporation Tax, Personal Tax and VAT registration and preparation of returns. Data Analytics Expertise with a strong proficiency in Microsoft Excel, Power BI, Tableau, Python, and SQL.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Xero
    Product Research
    Value-Added Tax
    Amazon PPC
    Bookkeeping
    Amazon FBA
    Intuit QuickBooks
    Financial Projection
    Account Reconciliation
    Financial Report
    Balance Sheet
    Tax Preparation
  • $40 hourly
    Audit manager with over 8 years of experience in audit and consulting. Highly versatile specialised in financial reporting and analysis with strong exposure on IFRS, consolidation, business combination. Currently focused on alternative investments industry such as private equity, real estate, debt funds and venture capital.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Financial Reporting
    Financial Analysis
    CPA
    Financial Audit
    Financial Report
  • $20 hourly
    Greetings! I am Angelica, and I appreciate your time spent reviewing my profile. Rest assured, you are considering a professional with a commitment to integrity and discipline. My aim is to streamline your workload, allowing you to allocate your valuable time to more pressing matters. In my role as an accomplished bookkeeper for an international accounting firm, I specialize in tasks such as invoice recording, bank reconciliations, and general ledger reviews. I ensure that my clients receive meticulously prepared data for seamless financial reporting. My versatility extends to working with diverse businesses and utilizing various accounting software. Should you require assistance with data entry, I bring extensive experience in this realm. The precision demanded in bookkeeping aligns with the accuracy essential for proficient data entry. I am dedicated to maintaining a minimal margin for error in both capacities. In addition to my financial expertise, my background includes part-time work as a service coordinator at a local resort during my college years. This involved serving as a customer representative for hotel guests, providing email and chat support for reservations and inquiries, organizing special occasions and events, and fulfilling front office responsibilities. I am eager to leverage this diverse skill set in providing virtual assistant services. Proficient in productivity tools such as Slack, Notion, Betty Blocks, and various CRM databases, I am well-equipped to enhance efficiency in our collaboration. Let us embark on this journey together, and I am committed to simplifying your endeavors.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Administrative Support
    Email Support
    Dutch to English Translation
    Financial Reporting
    Bookkeeping
    Bank Reconciliation
    Accounts Payable
    Intuit QuickBooks
    Accounts Receivable
    Customer Service
    Data Entry
  • $50 hourly
    Thanks for looking at my profile. I am a remote bookkeeper that has extensive knowledge and experience in many fields. Pawn Shop and Contractors being my specialty but also have multiple e-commerce clients as well. I don't just do the numbers, I am an advisor who will look out for your company and to help you to know where your money is coming and going. I don't just take on jobs and brush them off to an overseas contractor, I am doing the work myself and so I get to know your business inside and out. I am: Quickbooks Advanced Certified Pro Xero Pro Advisor Freshbooks Advisor GUSTO Certified People Advisor Bill.com partner Expensify partner Gusto Partner Lastpass user Hubdoc user Receiptbank user Clickup user ADP Accountant Partner A2X Partner National Association of Certified Bookkeeper Member Missouri Notary Public Hold a PTIN from the IRS Have been fingerprinted and background checked by the FBI for the IRS Have 12 years experience doing all bookkeeping for 6 figure e-commerce store, monthly reconciliations. Income statements and everything they need to do their taxes at the end of the year.. Here’s how I can help you with your small business. 1. Set Up, Catch Up, and Keep Up your Online Bookkeeping so you don't have to worry about it. I will: - Accurately record your transactions so you can have clean, tax-ready financials - Keep a clean paper trail and attach supporting documentation in QBO - Do you accounts payable for you - Reconcile your accounts so you can be sure the numbers are right - Customize reports so you can understand the numbers and gain actionable insights 2. Payroll - I enter and control payroll for multiple clients, one being an 85 employee company. I have extensive knowledge in Pawn Shop accounting. The next step is to send me a message so we can start a conversation about your project and your needs. Don't worry - there's no obligation and the goal is to see if we are a good fit to work on your project together. At the very least, you'll get my input on your bookkeeping situation. Upwork is not the only place you will find my 5 star reviews. They can be found on my QuickBooks profile and website. Problem Solved MCole, March 26, 2021 "I had a major discrepancy between my P&L and other Sales reports. My CPA couldn’t figure it out, neither could another Quickbooks expert I hired. But Rebecca sorted out the problem in about 30-45 minutes. And it turned out to be an issue with Quickbooks for Mac. She was a smart, methodical, and a pleasure to work with. I would highly recommend her to anyone that needs help." Midwest Bookkeeping Solutions.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Gusto
    Xero
    Income Statement
    Chart of Accounts
    Bookkeeping
    Transaction Data Entry
    Accounts Receivable
    Balance Sheet
    Accounting Software
    Accounting Basics
    Bank Reconciliation
    Intuit QuickBooks
  • $75 hourly
    If you are in need for an experienced bookkeeper and use QuickBooks Online - look no further. Highly reliable, ethical and client-focused bookkeeper focusing on Quickbooks Online. If you've ever said "My books are a mess" or "I just need help!" then I'm the bookkeeper for you. No books are beyond saving, let me do the hard work for you so you can focus on what matters most - your business! What can I do for YOU? - Setting up new Quickbooks Online accounts - Accounts Payable/Receivable - Quickbooks Online training (my favorite!) - Forensic Accounting - Finding, investigating and fixing incorrect transactions - Bank/Credit Card reconciliations - Payroll (Gusto Partner) - Maintaining books by coding transactions and keeping the financials clean for decision making - Financial Reporting - Automation & setting rules - App Integration (A2X, Gusto, Paypal, Etsy, Amazon, etc) - Journal entries (accruals, amortizations, loans) - TSheets/QuickBooks Time (Partner & Certified) - Job/Project Costing - Depreciation tracking - A/R Factoring Some examples of successes with past clients: - Uncovered proof that an employee had embezzled over $1M from a client over several years. The proof that I found directly led to a conviction - Reconciled 5+ years of books for a client with several bank accounts that had ignored their books entirely. They were able to have clean books caught up to date and able to file their taxes - Advised several clients on how to save hundreds (to thousands) of dollars in areas such as credit card fees, payrolls, and deductions they were missing out on A little info about me: I'm the owner of Lone Star Bookkeeping, LLC which focuses on Quickbooks Online bookkeeping and accounting solutions for SMB clients. I pride myself on my speed, accuracy and integrity and I always put my clients' needs and timelines before my own. I'm a Quickbooks Online Advanced Certified ProAdvisor and have a BBA in Accounting from UT Arlington. I thoroughly enjoy taking on new clients, getting to know them and dive into their books to fix or uncover any issues they're concerned with. My background includes clients in the following fields: Oil & Gas, Doctor/Therapist offices, Manufacturing, Service Companies, e-commerce & physical retailers. My past roles include being a CFO, Controller, Accountant, Inventory Manager, and a Purchasing Manager. I have 15+ years of experience. My specialty has become fixing mistakes by less experienced bookkeepers and maintaining the integrity of each of my clients' books so they can make the decisions they need to for their business. My passion is teaching my clients by sharing my expertise so they understand why accurate bookkeeping is important and how it can affect their business and tax implications. I'm most rewarded by the client being happy with my work and hopefully leading to long-term business relationships. I put everything I have into my business. Gaining your respect and your business as a satisfied long-term client is my foremost goal. Choosing the right bookkeeper for your business can seem overwhelming and scary at times. Please feel free to read the reviews of some of my past clients, and allow me to put you at ease knowing that you're making a great decision. I welcome you to invite me to interview for your bookkeeping position and I'm looking forward to speaking with you soon! - Mark Flores Lone Star Bookkeeping, LLC
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Balance Sheet
    Bookkeeping
    QuickBooks Online
    Bank Reconciliation
    Account Reconciliation
    Financial Accounting
    Training
    Intuit QuickBooks
    Financial Statement
  • $55 hourly
    Hello there! I'm thrilled to introduce myself as a highly professional ✅ ELITE Level Quickbooks ProAdvisor and a ✅ TOP-RATED PLUS ELITE Freelancer on Upwork, specializing in accounting compliance services. With over 9 years of experience in the field of accountancy, I've had the pleasure of working as an accountant/controller for a variety of small to mid-size companies across different industries. From the fast-paced world of e-commerce to the inspiring realm of non-profit organizations, I've gained valuable insights into the unique financial needs of each sector. But my passion goes beyond crunching numbers. I'm a firm believer in the power of process improvement, and I'm well-versed in both theory and practice. Thanks to my certifications as a Bill.com, Spotlight, and QBO Pro Advisor, I can make the task of balancing your books a breeze! I take immense pride in my work and strive for excellence in everything I do. My goal is to provide you with top-notch accounting services that are both efficient and reliable. So, if you're looking for someone who can ensure your financial records are in tip-top shape and compliant with all regulations, look no further! I'm here to make your accounting journey a smooth and hassle-free one. Let's work together to achieve financial success! So let's see if we're a good fit, shall we? - Are you using QuickBooks Online? - Are you a growing business requiring 5 - 20hrs/mo in bookkeeping/advisory services? - Would you like to be able to ask expert questions as needed and get direct answers without having to wait days for replies from customer support who are typically not even qualified accountants anyway? If you answered yes to the above questions, here’s how I can help you with your small business: 1. Setup, clean up, or catch up and maintain your accounting file by: - Ensuring precise transaction recording for tax-ready financials. - Maintaining a well-organized paper trail in QBO, readily accessible when required. - Managing AP and AR efficiently through various platforms such as Bill.com/ Stripe/ Ramp etc - Conducting monthly bank reconciliations to instill confidence in the accuracy of your figures. - Generating custom reports to provide insightful understanding and facilitate quicker decision-making. 2. Assisting in app selection for seamless integration with QBO, optimizing your processes for financial management success. 3. Collaboratively manage your cash flow and prepare for future expenses. 4. Establishing a budget framework and monitoring performance to ensure alignment with financial goals. How it works in 3 easy steps: 1. Add me as an Accountant user to your QuickBooks Online account (I'll provide an email address) 2. Set up view-only access to your bank, credit card, and loan statements 3. I get your bookkeeping caught up, cleaned up, and kept up so you don’t have to worry! I have extensive experience in full-cycle accounting with a background in a variety of industries such as the following: ✅ IT/SaaS ✅ Attorneys ✅ Real estate ✅ Non-profits ✅ Construction ✅ Landscaping ✅ Pilot Training ✅ Staffing Agencies ✅ Moving Companies ✅ E-commerce (FBA)/KDP Skill Highlights: ✅ Monthly accounting ✅ Accounting file cleanup ✅ A/P and A/R management ✅ Full payroll processing ✅ IOLTA/Trust Accounting ✅ E-commerce Accounting ✅ Construction Cost Accounting ✅ Financial Reporting preparation and review ✅ Sales Tax, Use Tax, and Franchise Tax Returns Credentials: ✅ BS degree in Accounting and Finance - University of Saint Thomas ✅ Certified QBO Platinum ProAdvisor ✅ Certified Bill.com Guru ✅ Certified Spotlight ✅ PTIN ✅ EFIN Software Expertise: ✅ Quickbooks Online ProAdvisor - Elite Tier ✅ Quickbooks Desktop ✅ Expensify ✅ Avalara ✅ Live Plan ✅ Spotlight ✅ Fathom ✅ Bill.com ✅ Patriot ✅ Fathom ✅ Synder ✅ Stripe ✅ Gusto ✅ Tallie ✅ Deel ✅ Melio ✅ Ramp ✅ Clio ✅ ADP ✅ A2X
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Accounts Payable Management
    Accounts Receivable Management
    Cost Accounting
    Bill.com Accounts Receivable
    Bill.com Accounts Payable
    Microsoft Excel
    Bookkeeping
    Tax Preparation
    Month-End Close Assistance
    Financial Report
    Cash Flow Analysis
    Payroll Accounting
    Account Reconciliation
  • $60 hourly
    As a Chartered Accountant and dynamic ERP Professional with 15+ years of experience leading and implementing local and international projects, I bring a wealth of knowledge and skills to the table. Over the years, I have managed and implemented ERP applications throughout the project lifecycle in various industries such as telecom, construction, oil & gas, utilities, retail, e-commerce, food & beverages, and textile. As an experienced ERP and EPM professional, I have a proven track record of successfully implementing over 20+ ERP projects in Financials and Supply Chain work streams. I possess in-depth knowledge of designing solutions across third-party applications and integrating them with Oracle Financials and SCM. With hands-on experience in implementing four (4) Oracle Cloud projects, I have advanced the Financial applications domain by implementing Oracle Cloud Revenue Management (IFRS15) and Lease Accounting (IFRS16). I have also successfully implemented Oracle EPM Financial Consolidation (FCCS) application to consolidate 70+ group companies financials, and have trained to support Oracle EPM Planning(ePBCS) and Account Reconciliation (ARCS) applications. I have also successfully implemented Oracle Tax Applications in multiple international jurisdictions to Telecom, Oil & Gas, and Utility sectors using Oracle EBS and Fusion Tax solutions.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Intuit QuickBooks
    IT Compliance Audit
    Account Reconciliation
    Business Analysis
    ERP Software
    Oracle NetSuite
    SAP Business Planning & Consolidation
    Oracle Fusion Applications
    Oracle E-Business Suite
    Accounting Software
    Budget Planning
    Oracle Cloud
    Oracle Financials Applications
    Microsoft Excel
  • $15 hourly
    Hi, I'm Aiko. I have more than 13 years experience in Finance/General Accounting. Highly knowledgeable in the following areas: -Bookkeeping -Accounts reconciliation -Bank reconciliation -Accounts Payable -GRIR (Goods Receipt & Invoice Receipt) -Journal entries -Month end/Year end closing -Excel & Macros -Blackline -SAP My goal is to deliver 100% quality service to my client.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Financial Accounting
    Zoho Books
    Bookkeeping
    Balance Sheet
    Income Statement
    Sage
    GAAP
    BlackLine
    Microsoft Excel
    Intuit QuickBooks
    Accounts Payable
    Payroll Accounting
    Account Reconciliation
    Accounts Receivable
    Bank Reconciliation
    Data Entry
    SAP
  • $35 hourly
    Elizabeth is a fellow small business owner, a Certified Quickbooks ProAdvisor with seven+ years of experience in Quickbooks Online and 15 years experience in Project Management, Operations Management, Operations Analysis and Consultations. She can handle year end tax prep services saving you money on your taxes as well as helping you clean up your books to get everything in order for clean financials and/or tax filings! She offers day-to-day handling of your small business financials; AP, AR, Payroll, HR, project management, and any other daily functions you need help with. On the operations side she can consult and analyze your processes start to finish to help you better organize and streamline production and/or finances. When it comes to a big mess, she specialize in Forensic Accounting, conducting audits, cleaning up messy books and providing you pristine books for your business, along with daily monitoring and weekly reports on how your business is performing! With her Fractional CFO services she can handle all your forecasting and analyzing needs as a growing, thriving business on a very part-time basis, getting you exactly what you need but at a fraction of the cost of a full time salaried employee. She is meticulously organized, efficient, leads well and learns new processes quickly. Communication, honesty and transparency are key pillars she has built her career on! She aims to under-promise, over-deliver and make YOUR life and business easier so you can focus on whatever else you'd rather be focused on! She is always open to helping new clients and would love to hear from you! *Note: Pay rate depends on specific job skill needed.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Real Estate Project Management Software
    Financial Management
    Management Consulting
    Newsletter Writing
    CRM Software
    Salesforce
    Asana
    Google Docs
    Project Management
    Management Accounting
    Bookkeeping
    Payroll Accounting
    Intuit QuickBooks
    Accounts Payable
    Accounts Receivable
  • $55 hourly
    OBJECTIVE MBA in finance with BA in accounting. 18 years experience in Oil and Gas and Healthcare. Account reconciliations, analysis, cost modeling, financial statements. Several accounting programs with advanced excel skills.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Microsoft Office
    SAP Crystal Reports
    Data Analysis
    Microsoft Word
    Resolves Conflict
    Financial Accounting
    Bank Reconciliation
    Account Reconciliation
    Sage
    Microsoft Excel
    Financial Report
    Intuit QuickBooks
  • $80 hourly
    I build and run successful finance departments (or finance function) with fully organized processes in it. My goal is to be at the highest level of help for owners and shareholders providing accurate and trustworthy information. I have a solid knowledge and experience in financial reporting and audit (including consolidation group companies results), pay a lot of attention to controls and processes implementation to prevent any possible fraud/error. I'm experienced in OPEX and CAPEX calculation, WACC, capital budgeting (PI, NPV, IRR, Payback Period), financial analysis (liquidity, activity, profitability, ROE etc). I have eight years of managerial experience. My key concept is not a strict hierarchy but rather clear tasks and monitoring of its performance. I can tell that motivation is an important part of it. Time management and set of priorities are also my good knowhow. I'm open-minded, positive, responsible, creative, result-oriented, love to study and discover new things, honest. I like my profession and constantly improving my skills & knowledge. I'm hard worker and don't take partial results.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Budget Management
    Chart of Accounts
    Management Accounting
    Microsoft Dynamics 365
    International Taxation
    Intuit QuickBooks
    US Taxation
    Financial Reporting
    Sales Tax
    Business Analysis
  • $75 hourly
    Are you an e-commerce or service business owner who needs a U.S.-based accounting specialist in QuickBooks Online? Are you looking for someone that is an excellent communicator, takes the time to understand YOUR business and can assist you with a project or ongoing services? Whether you need accounting clean up, accounting setup, reconciliations or financial statement delivery for tax time, I am here and ready to help you! Work with me and never get behind again! It is easy to work with me! Simply visit my website at simplifiedpartners.com and go to the Contact me page and fill out the form and I will respond to you within 2 hours (unless after 5:00pm central). Or, contact me here via Upwork messages. We will setup a free 15-minute Discovery Call to chat more about your needs. I can help get your finances organized so you can see a clear and accurate picture of your business finances, then let's schedule a consult! Whether you choose to work with me ongoing or for a one-time project, I will work hard to ensure your numbers are accurate and will help you understand more about your business than ever before. I am a bookkeeper and financial and business consultant for e-commerce businesses. Not only do I have experience in bookkeeping, I also have attained 15+ years experience in business strategy, finance and operations. I help you get your financials organized and then work with you to determine ways to become and stay more profitable. I strive to ensure my clients have clean and accurate financials so they have a clear picture of their business health. I can also help you identify areas in your business where expenses can be reduced and efficiencies can be gained. My uniqueness is firstly the time and dedication I give to each of my clients. I take the time to know you, your business, your accomplishments and struggles. Secondly, my unique experience in the areas of business operations, strategy and finance allows me to help the client take a thorough look at all areas of their business and determine what areas need improvement to reach their goals. I have worked across a wide range of industries including healthcare, medical device manufacturing, e-commerce, mitigation services and IT. I wish you much success with your projects! I would be thrilled to help you and your team should we be a good fit. Let me know if you have any questions and when you would like to discuss our next steps. Warmly, Leslie (Maria) Weaver
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Tax Preparation
    Research & Strategy
    Executive Coaching
    Six Sigma
    Financial Analysis
    Business Strategy
    Finance & Accounting
    Lean Consulting
    Financial Planning
    Strategic Plan
    Business Management
    Bookkeeping
    Payroll Accounting
    Accounting Basics
  • $12 hourly
    I am Chartered Accountant with 10+ Years of Expertise in US Real Estate Accounting. I am a results-driven Chartered Accountant with over a decade of comprehensive experience specializing in US real estate accounting. My expertise lies in navigating the intricate financial landscapes of the real estate industry, ensuring accuracy, compliance, and strategic financial management. Professional Experience: Throughout my career, I have successfully collaborated with real estate professionals, developers, and investors, providing valuable financial insights and solutions. Real Estate Types- Residential, Commercial, Industrial, Associations, Mobile Home Parks Leases- Long Term & Short Term If you're seeking a financial professional with a proven track record in US real estate accounting, let's connect! I welcome opportunities to collaborate, share insights, and explore new avenues in the dynamic world of finance.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Chart of Accounts
    Real Estate Investment Assistance
    Financial Management
    US Taxation
    Wave Accounting
    Xero
    Buildium
    AppFolio
    Intuit QuickBooks
    Bookkeeping
  • $185 hourly
    A business executive with extensive experience using NetSuite to improve business operations, accounting and financial transparency, streamline supply chain management, and enhance customer relationships. Experienced in implementation, customization, integration, and best practices. Over 10 years of NetSuite experience: ERP, CRM, WMS, SuiteCommerce Advanced, SuiteCommerce InStore, Marketing, Supply Management, Custom Searches & Reports, Workflows, Automation, FP&A TECHNOLOGIES Accounting & ERP: NetSuite (ERP, WMS, Payroll, SuitePeople, CRM), Quickbooks Analytics: NetSuite (SuiteAnalytics, Reports, Searches, Dashboards), Google Analytics, Microsoft Power BI, Tableau eCommerce: NetSuite eCommerce, Amazon FBA/FBM, SuiteCommerce, Shopify Marketing: Google Adwords, Bing Adcenter, Facebook Ads Software Suite: Microsoft (Adv. Excel, Word, Powerpoint, Outlook, Access), G Suite (Google Docs, Sheets, Slides) Remote Tools: Zoom, Hangouts, Google Drive, OneDrive, Dropbox, Asana, Todoist, Notion
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Business Analysis
    Management Consulting
    NetSuite Development
    NetSuite Administration
    Financial Analysis
    Automation
    Bookkeeping
    Data Visualization
    Financial Reporting
    Project Management
    Intuit QuickBooks
    Oracle NetSuite
  • $75 hourly
    I am an accounting practitioner and educator with a doctorate as well as both a CPA and CMA license. I have extensive experience working in both private and public accounting sectors. I own a consulting and accounting firm where I served clients in the financial, insurance, engineering, governmental, and retail industries. This allows me a range of experiences in accounting and in dealing with different office styles, regulation needs, and management personalities. Academically, I teach primarily financial reporting, accounting systems, and ethics courses, but I have experience teaching Cost Accounting, Auditing, and Systems courses as well. I am well-versed in Microsoft Excel and Tableau. I am active in the accounting industry and hold several board positions where I contribute my expertise to non-profit and for-profit companies. My goal is to help all my clients become more efficient and profitable.
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Business Writing
    Management Accounting
    Curriculum Development
    CPA
    Cost Control
    Curriculum Plan
    Cost Accounting
    Financial Reporting
    Instructional Design
    Financial Accounting
    Payroll Accounting
    Financial Report
  • $30 hourly
    Hello everyone! I am a professionally qualified accountant having a practical working experience of over seven years in both the accounting industry and practice areas. My core working expertise is mostly related to accountancy, audits, and consultancy with different clients. In addition, I have been associated with Deloitte in its external audit department. I have hands-on experience of working with Xero, QuickBooks Online, Wave Accounting, and Sage 100. Apart from my chosen field of work, I really like to read, write, and blog. You can review my specialized profile as well for any writing-related tasks. I assure you of plagiarism-free, unique, and interesting content to meet your objectives, whatever they are. I have an impeccable sense of grammatical skills, not to mention an almost native level of English. I can also assist you with any work related to Microsoft Excel, Word, and PowerPoint since I'm well-versed in these office software. So, to sum up, I can not only take up your accountancy and bookkeeping related tasks, but can also excel in any writing, proofreading, and editing tasks for your blogs and digital content. Please hit me up for any further discussions you may like to have. I'm available as per your specific needs. Regards, Syed Mohammad Taha
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Accounts Receivable Management
    Accounts Payable Management
    Microsoft Word
    Proofreading
    Content Writing
    Business Analysis
    Content Editing
    Website Content
    Bookkeeping
    Financial Audit
    Intuit QuickBooks
    Bank Reconciliation
    Microsoft Excel
  • $35 hourly
    You have a business to run. Leave the books to me. As a Certified Quickbooks ProAdvisor and owner of Precision Bookkeepers, I am now taking additional clients on the Upwork platform for individual and recurring services. My business primarily works with clients in the US, so don't let my location fool you. I also have clients in Canada and the UK. I am proficient in QB Online and have experience using it with DEXT, Hubdoc, Bill.com, Synder, PayPal, BnB Tally, and Stripe. Qualifications: QBO ProAdvisor, QBO Advanced ProAdvisor, Intuit Bookkeeping Professional Certificate Currently, I am serving my clients with the following areas of expertise: Company set up in Quickbooks online. Professional Chart of Accounts. Set up of Customers, Vendors, and Products & Services list. Recording and Categorization of transactions in QuickBooks Online. Maintaining Accounts Receivable and Payables. Creating Invoices and Bills in Quickbooks Online. Bank and Credit Card reconciliation. Adjusting entries Payroll management Monthly, quarterly, and yearly financial reports Financial Analysis Monthly Bookkeeping in QuickBooks Online Other bookkeeping services as required by the client in QuickBooks Online. Please contact me if you have any questions about a project. Kind Regards, Yanka
    vsuc_fltilesrefresh_TrophyIcon General Ledger
    Chart of Accounts
    Light Bookkeeping
    Account Reconciliation
    Accounting
    Financial Reporting
    QuickBooks Online
    Payroll Reconciliation
    Accounting Basics
    Bank Reconciliation
    Accounts Payable
    Bookkeeping
    Accounts Receivable
    Intuit QuickBooks
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