Expert US Bookkeeper & Tax Specialist | PTIN Holder | QuickBooks Certified Pro Advisor | Xero Certification L1 & L2
An experienced US Bookkeeper & Tax Specialist with Active PTIN for 2026, having worked with 100+ successful freelancing projects completed in bookkeeping, tax preparation & review, auditing support, and full-cycle accounting. I help US businesses, CPA firms, and entrepreneurs maintain clean, accurate, and fully audit-ready financials - without the stress.
I don’t just “do bookkeeping.”
I fix, clean, optimize, and take ownership of your financial system so you can run your business with clarity and confidence.
What I Can Do for You
➤ Clean up and catch up months (or even years) of messy books
➤Full-cycle bookkeeping in QuickBooks Online/Desktop
➤Bank & credit card reconciliations with 100% accuracy
➤AR/AP management, invoicing & cash-flow tracking
➤Month-end & year-end closing with detailed financial reports
➤Deliver CPA-ready financials for smooth tax filing
US Tax Expertise (Major Advantage)
➤Support for 1040, 1065, 1120, and 1120S filings
➤Book-to-tax reconciliation & year-end adjustments
➤Sales tax tracking, payroll compliance & 1099 filings
➤Multi-state tax understanding & IRS compliance guidance
This means fewer errors, smoother tax filings, and no last-minute surprises.
Tools I Work With Daily
➤ QuickBooks Online | QuickBooks Desktop | Xero | Wave
➤ Gusto | ADP | Bill(dot)com | Dext | Hubdoc
➤ Stripe | Shopify | PayPal | A2X | Excel & Google Sheets
________________________________________
Why Clients Hire Me (and Stay Long-Term)
➤Proven success across 100+ bookkeeping & tax projects
➤Detail-oriented, deadline-focused, and highly accurate
➤Consistent communication & proactive reporting
➤Industry experience: eCommerce, Real Estate, SaaS, Agencies & more
➤I treat your business with the same care as my own
If you’re looking for someone who can clean up your books, keep them accurate, and ensure they’re fully tax-ready, I’m ready to help.
Send me a message and let’s discuss your project.
Accounting
Bookkeeping
Financial Planning
US Taxation
Payroll Accounting
Payroll Reconciliation
Zoho Books
QuickBooks Enterprise
Xero
Account Reconciliation
Accounting Advisory
Accounts Payable
Accounts Receivable
Tax Preparation
QuickBooks Online
AppFolio
Wave Accounting
Forensic Accounting
Financial Audit
Account Management
Akansha D.
Indore, India
$15/hr
5.0
40 jobs
US Tax Preparer & Bookkeeping Specialist with 5+ years experience supporting CPA firms and US businesses.
I prepare and review 1040, 1120S, 1120, 1065, and 1041 tax returns and manage full-cycle bookkeeping using QuickBooks and Xero.
I am a Certified Public Accountant (CPA) and US Tax Professional, Bookkeeper, and Financial Advisor with 5+ years of hands-on experience supporting businesses, entrepreneurs, and high-net-worth individuals across the United States. I help clients gain clarity, control, and confidence in their finances while ensuring full compliance with US tax laws and accounting standards.
My expertise spans end-to-end bookkeeping, advanced tax preparation, tax planning, and financial advisory services. From managing daily accounting operations to handling complex corporate and cross-border tax matters, I deliver accurate, timely, and strategically sound financial solutions tailored to each client’s goals.
I specialize in turning disorganized or overdue books into clean, audit-ready financial records, optimizing tax positions, and delivering actionable insights that support smarter business decisions. Clients trust me not just as a service provider, but as a long-term financial partner who proactively identifies risks, cost-saving opportunities, and growth strategies.
I am highly proficient in industry-leading accounting and tax platforms including QuickBooks (Online & Desktop), Xero, Sage, Drake, Lacerte, ProConnect, ProSeries, and CCH Axcess, and I adapt quickly to new systems and workflows. My work is defined by precision, confidentiality, and reliability, with clear communication at every stage.
Why Clients Choose Me
- Stress-free bookkeeping & tax compliance
- Accurate, organized, and audit-ready records
- Proactive tax planning & cost optimization
- On-time filings with zero guesswork
- Transparent communication & dependable support
Core Services
Bookkeeping & Accounting
Full-Cycle Bookkeeping & General Ledger Maintenance
Accounts Payable & Receivable
Bank & Credit Card Reconciliations
Payroll Processing & Compliance
Monthly, Quarterly & Annual Financial Statements
US Taxation & Compliance
Individual (1040), Corporate (1120 / 1120S), Partnership (1065), Trust & Estate (1041) Returns
Tax Planning, Advisory & Optimization
Foreign-Owned & Multi-Entity Compliance
Tax Return Review & IRS Compliance Checks
Employee Retention Credit (ERC) Filings
LLC Dissolution & C-Corp Accounting
Financial Advisory & Consulting
Budgeting, Forecasting & Profitability Analysis
Cash Flow Planning & Financial Health Reviews
Business Setup & Structural Guidance
Software Conversion & Cleanup (Xero ↔ QuickBooks)
Whether you need ongoing bookkeeping, precise tax filings, or strategic financial guidance, I ensure your finances are structured, compliant, and optimized so you can focus on growing your business with complete peace of mind.
Accounting
Accounting Basics
Bookkeeping
Light Bookkeeping
Financial Planning
Tax Return
IRS Resolution
Ishan P.
Indore, India
$15/hr
5.0
12 jobs
Are your books messy, behind, or creating issues during tax season? I help US businesses maintain clean, accurate, and tax-ready financial records while ensuring ongoing IRS compliance, organized reporting, and better financial visibility for smarter business decisions.
QuickBooks Pro Advisor
Intuit Certified Bookkeeper
I’m Ishaan, a Certified Chartered Accountant (CPA equivalent) & an Active PTIN Holder, with 8+ years of experience supporting US startups, LLCs, S-Corps, C-Corps, and CPA firms with bookkeeping, accounting, tax preparation support, tax return review, and IRS compliance workflows.
My experience covers both accounting and tax operations, which allows me to not only maintain accurate books, but also ensure financials are properly prepared for tax filing, compliance review, and IRS requirements. I regularly assist with reviewing tax returns, preparing tax-ready financials, supporting IRS responses, and identifying accounting issues that could create tax or compliance problems later.
What I Can Help You With
• Full-Cycle Bookkeeping – AP/AR management, reconciliations, payroll entries, and monthly close
• Cleanup & Catch-Up Bookkeeping – Fixing messy books and reconciling historical data
• Financial Reporting – CPA-ready Profit & Loss, Balance Sheet, and Cash Flow statements
• Tax Return Preparation & Review Support – Assisting with 1040, 1040NR, 1065, 1120, and 1120S workflows
• IRS Compliance & Communication Support – IRS notices, response preparation, organized documentation, and compliance assistance
• Sales Tax & Multi-State Compliance – Nexus tracking, filing support, and reporting workflows
• Accrual Accounting & Adjustments – Deferred revenue, prepaid expenses, depreciation, and journal entries
• E-commerce & Inventory Accounting – Accurate COGS tracking and inventory workflows
• Automation & Workflow Optimization – Streamlining accounting and tax processes through integrated systems
Accounting Software & Tools
• QuickBooks Online and QuickBooks Desktop
• Xero | Zoho Books | Sage | Wave
• Bill(dot)com | Gusto | Expensify | Hubdoc | Zapier
• Advanced Excel Reporting (Power Query, PivotTables, VLOOKUP)
• AI Tools for workflow optimization and reporting support
Why Clients Work With Me
• Accurate, GAAP-compliant, and tax-ready financials
• Strong understanding of both accounting and US tax compliance
• Experience supporting CPA firms, tax professionals, and US business owners
• Reliable communication, responsiveness, and organized workflows
• Ability to identify financial and tax issues proactively before they become bigger problems
If you need help with bookkeeping, accounting cleanup, financial reporting, tax return support, IRS compliance, or ongoing accounting & tax operations, feel free to send a message. I’d be happy to review your situation and recommend the best solution for your business.
Accounting
Bookkeeping
Financial Planning
Tax Accounting
Tax Preparation
Tax Planning & Advisory
Payroll Accounting
Payroll Reconciliation
QuickBooks Online
Xero
Accounts Payable
Accounts Receivable
QuickBooks Online API
Balance Sheet
Intuit QuickBooks
Account Reconciliation
IRS Resolution
Tax Strategy
US Taxation
Intuit TurboTax
Lavisha M.
Indore, India
$10/hr
4.2
3 jobs
I help businesses manage bookkeeping, payroll, account reconciliations, financial reporting, and accounting operations with accuracy and confidentiality.
With 6+ years of accounting experience, I have worked with businesses across multiple industries, supporting end to end accounting, full cycle payroll management, end to end payroll compliance, financial reporting, month-end close,system integrations, underwriting and process improvements.
Services I provide:
• Bookkeeping
• Account Reconciliation
• Bank Reconciliation
• Accounts Payable
• Accounts Receivable
• Payroll Processing
• Financial Reporting
• Month-End Closing
• Year-End Closing
• Budgeting
• Cash Flow Management
• Book Cleanup
• Accounting System Migration
Software:
QuickBooks Online
QuickBooks Desktop
NetSuite
Sage Intacct
Xero
Yardi
AppFolio
Buildium
Rent Manager
Gusto
ADP
Rippling
Ramp
Expensify
Bill [.] com
FloQast
Microsoft Excel
I work with businesses in real estate, property management, hospitality, healthcare, technology, retail, CPAs and professional services.
I focus on accuracy, timely communication, confidentiality, and delivering reliable accounting support for long-term business success.
I look forward to working with you.
General Ledger
Accounting
Bookkeeping
QuickBooks Online
Account Reconciliation
Financial Reporting
Payroll Accounting
Microsoft Excel
Bank Reconciliation
Accounts Payable
Accounts Receivable
Xero
Oracle NetSuite
Financial Analysis
Payroll Reconciliation
Oshin A.
Indore, India
$30/hr
5.0
4 jobs
US CPA firms — I provide dedicated remote
audit support including PCAOB workpaper
preparation, control testing, substantive
procedures, and financial statement audit
assistance.
With 10+ years of US GAAP, PCAOB and IFRS
experience, I work as a seamless extension
of your audit team from India, delivering
Big 4 quality at offshore rates.
What I help US CPA firms with:
✅ PCAOB Audit Workpaper Preparation
✅ Substantive & Control Testing
✅ Financial Statement Tie-outs
✅ Risk Assessment Documentation
✅ Audit Planning Memos
✅ Internal Controls Review
✅ SOX Compliance Support
✅ Listed & Unlisted Company Audits
✅ Multi-entity & Subsidiary Audits
Tools I use:
CaseWare | CCH ProSystem fx | QuickBooks
Online | NetSuite | Xero | Microsoft Excel
| Zoho Books | Asana | HubStaff
I am available to overlap with US Eastern
and Central time zones and communicate
daily via Zoom, Teams or email.
100% Job Success | Rising Talent |
CA (ICAI) | Based in Indore, India
Message me today — let's discuss how I
can support your audit practice.
Accounting
Financial Audit
Internal Auditing
GAAP
Financial Report
Financial Analysis
Financial Risk
Account Reconciliation
Bookkeeping
QuickBooks Online
Intuit QuickBooks
Zoho Books
Arvind K R.
Indore, India
$17/hr
5.0
5 jobs
40K+ Earnings 🏆 | 7+ Years Experience | 40h/week
I am Arvind, a SharePoint Developer and Power Platform specialist with 7+ years of professional experience delivering enterprise-grade, automation-driven business solutions using SharePoint Online, Power Platform, Power BI, and Python.
I specialize in replacing manual Excel files, email-based approvals, and scattered documents with centralized SharePoint platforms, automated workflows, and reliable, decision-ready reporting. My work focuses on data accuracy, process efficiency, governance, and long-term scalability.
Rather than building isolated features, I design end-to-end solutions that connect documents, data, workflows, and dashboards, enabling teams to work with clarity and confidence.
✅ How I Help Organizations
# Turn manual, fragmented workflows into governed SharePoint & Power Platform systems
# Enable real-time, reliable decision-making through well-structured Power BI reporting
# Strengthen compliance and operational control with approvals, validations, and audit trails
# Deliver scalable, maintainable platforms designed for long-term business use
✅Technical Skills
1. SharePoint & Power Platform
SharePoint Online (Microsoft 365) & SharePoint On-Premises
SharePoint Lists & Document Libraries
Power Automate (Cloud Flows, Approval & Review Workflows)
Metadata-driven architecture & governance-friendly design
2. Reporting & Visualization
Power BI (Data Modeling, DAX, KPI & Metrics Design)
Looker Studio, Metabase
3. Databases
SQL Server, Azure SQL, PostgreSQL
4. Programming & Customization
Python (automation, data processing, integrations)
.NET (supporting services & integrations)
SPFx, React (custom SharePoint web parts)
JavaScript, REST APIs, JSON handling
5. Governance & Security
Role-Based Access Control (RBAC)
Document versioning & audit trails
Controlled visibility & record archiving
Production support & maintenance
✅ Recent Experience
1. Automated Financial Reporting & Governance Platform
(SharePoint Online + Power BI + SQL)
Built a centralized financial reporting solution replacing manual Excel-based workflows. Implemented SharePoint for controlled data intake and governance, and Power BI dashboards for real-time visibility into P&L, revenue, and cost metrics—improving accuracy and audit readiness.
2. Document Management & Approval System
(SharePoint Online + Power Automate)
Designed a metadata-driven document management system with structured libraries, versioning, and multi-level approval workflows. Automated notifications and status tracking improved compliance and process efficiency.
3. Action, Task & Audit Tracking Platform
(SharePoint Online + Power Automate)
Developed a workflow-based platform using SharePoint Lists to track actions, tasks, and audits. Implemented automated reminders, role-based access, and status dashboards to improve accountability.
4. Insurance Analytics & Reporting Solution
(Power BI + SQL + Python)
Integrated data from multiple insurance systems and delivered Power BI dashboards for policy, claims, and operational KPIs, enabling faster and more informed decision-making.
📌Let’s Work Together
If you’re looking for a senior SharePoint Developer with strong Power Platform, Power BI, and Python experience who understands business processes—not just tools, I’d be happy to help.
📩 Click Invite or Message to discuss your requirements.
I can start immediately if this aligns.
Software Development
Microsoft Power BI Data Visualization
Microsoft Azure
Microsoft SQL Server
Microsoft SharePoint
Microsoft Power Automate
Data Lake
Data Analytics & Visualization Software
Data Analysis
Data Engineering
Snowflake
Microsoft SharePoint Development
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