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Check out Gusto specialists with the skills you need for your next job.
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  2. Finance & Accounting Talent
  3. Accountants
  4. (Current) Gusto Specialists
  • $85 hourly

    • 4.9/5
    • (113 jobs)
    Are you a startup or small business grappling with the complexities of building a high-performing team, or a job seeker navigating the competitive job market? I’m Val, a certified HR professional, and I specialize in turning these challenges into opportunities for growth and success. With a dynamic, 10+ year career spanning HR, recruiting, operations, and senior leadership, my career has equipped me with a unique understanding of hiring needs, particularly in early-stage and smaller companies. This diverse experience, including hands-on recruiting and hiring across various roles, has enhanced my expertise in talent acquisition, especially within the startup world. As a top-rated “plus”, expert-vetted freelancer on Upwork, I bring a track record of over 100 successful projects, receiving numerous five-star reviews from satisfied clients, reflecting my commitment to delivering exceptional results. My background as People & Talent Acquisition Manager, Director of Operations, Chief of Staff, and Executive Assistant has given me a unique perspective on the operational and strategic needs of growing businesses, and the importance of aligning these with the right talent. Key Problem Areas Addressed: Startup Talent Acquisition: Navigating the challenge of finding and retaining the right talent for startups and small businesses. I offer comprehensive recruiting solutions from sourcing to onboarding, ensuring a perfect fit for your evolving team. HR Strategy and Operations: Providing startups and small businesses with strategic HR guidance to establish robust operations, from compensation planning to policy development and compliance. Career Advancement for Individuals: Assisting job seekers with standout resume writing, effective cover letter creation, LinkedIn optimization and personalized career coaching, to help secure desired positions in a competitive job market. My Approach: Tailored Solutions: Understanding that each business and individual is unique, I offer customized strategies and services to meet specific needs and objectives. Comprehensive Expertise: Leveraging my extensive experience in HR, operations, and leadership to provide holistic solutions that encompass both the operational and human aspects of business growth and career development. Proven Track Record: With a history of satisfied clients and successful projects, I am dedicated to maintaining the highest standards of quality and client satisfaction. Whether you're looking to build a high-performing team for your startup, streamline your HR operations, or take the next step in your career, I am here to guide you through each step of the process. Let's connect and explore how my expertise can solve your specific challenges and propel you towards your goals. HR Specialties: * Recruitment - full cycle recruiting, ATS tools * Payroll & benefits administration * HR policy and compliance, employee handbook creation * HRIS systems implementation and administration * Skilled at administering BambooHR, Breezy HR, Trinet, Gusto, Ceridian, Carta, Slack, Notion, G-Suite Resume Writing & Career Coaching Specialties: *Resume Writing *Cover Letter Writing *LinkedIn Optimizations *Interview Coaching *Salary Negotiation Coaching
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    Employee Onboarding
    SaaS
    Startup Consulting
    HR & Recruiting Software
    Career Coaching
    Compensation & Benefits
    Human Resources Consulting
    Performance Management
    Resume Writing
    Applicant Tracking Systems
    Resume Screening
    Hiring Strategy
    Human Resource Management
    Recruiting
  • $45 hourly

    • 5.0/5
    • (112 jobs)
    I am an experienced full charge bookkeeper, specialized on QuickBooks online cleanup, troubleshooting and ongoing bookkeeping for small and medium businesses. If you don’t have the time or the dedication to keep your financial records up-to-date and error-free, I am here to help! I have a Master of Business Administration, I am a QuickBooks certified ProAdvisor, and member of the American Institute of Professional Bookkeepers. I also have extensive experience with , Gusto, , Paypal, Stripe, Square, bill.com, Excel… I am organized, reliable, detail and customer-oriented, and truly enjoy learning about my client businesses. I am here to give you a stress-free experience so you can get your financials under control, set aside time, save money, make informed decisions for your future and be ready for tax season. Services provided to businesses (but not limited to) : * QuickBooks Online account set up, training and support * Catch up / Clean up of your books * Bank / Credit card accounts reconciliation * Accounts payable & receivable management * Providing periodic financial reports * Budgeting and cash-flow forecasting If you have any questions, please do not hesitate to message me
    vsuc_fltilesrefresh_TrophyIcon Gusto
    Xero
    Bill.com Accounts Payable
    Personal Budgeting
    Financial Report
    QuickBooks Online
    Accounts Receivable
    Bank Reconciliation
    Accounts Payable
    Microsoft Excel
    Bookkeeping
    Balance Sheet
    Accounting Basics
    Intuit QuickBooks
  • $75 hourly

    • 5.0/5
    • (7 jobs)
    I am an MBA & certified QuickBooks Online ProAdvisor. I work with Non-Profit organizations and Small business owners providing clear insight into their finances. Do you open up Quickbooks Online and feel overwhelmed? Would you rather spend time working on your business, not on your books? Do you wish you could just login to QuickBooks and see that everything is accounted for? I can help with all those things! Whether you need ongoing bookkeeping or a one-time project to catch up, I really enjoy working with QuickBooks Online and solving the mysteries of what is happening with your finances. You need a pro that you can trust. So, am I a good fit for your bookkeeping needs? -Are you looking for 5-20 hours per month of ongoing bookkeeping? -Are you already a QuickBooks online user? (or are looking to get set up with QBO?) -Are you looking for an expert who will carefully explain your accounts to you, review numbers, and provide peace of mind that your records are accurate? What are your unique needs as Non-Profit Organization? -Do you have restricted funds that need to be tracked? -Do you have Grant revenue that needs to be managed and reported on? Governmental and private Foundation funds? -Do you need help managing your functional expense areas for 990 reporting? How does having a virtual bookkeeper work? 1) You'll add me as an Accountant User in your QBO account. 2) Provide view-only access for your statements (Banking, Loans, Credit Cards) and external transactions. 3) I'll manage your bookkeeping to either Catch Up, Clean Up or Keep it Up to date! Experienced user with 3rd party payment integrations including PayPal & Square, and implementing transactional data from GiveLively, Stripe, CIVICRM & MyTurn into QBO. Certified in Gusto Payroll, and Accountant user of Bill.com and Divvy. Member, Association of Nonprofit Accountants and Finance Professionals
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    Square
    Stripe
    Business Planning & Strategy
    QuickBooks Online
    PayPal Integration
    Month-End Close Assistance
    Financial Accounting
    Chart of Accounts
    Account Reconciliation
    Nonprofit Organization
    Bookkeeping
    Intuit QuickBooks
    Bank Reconciliation
  • $20 hourly

    • 4.8/5
    • (28 jobs)
    🔥Your financial records shouldn't be a headache. Imagine having accurate reports at your fingertips, empowering you to make informed decisions and propel your business forward. You may use your precious time to make your business grow and succeed.😎👌🔥 🎯Stop the Struggle: 👉Manual recording a drag? 👉Messy books causing confusion? 👉Wish you could automate it all? 💎 Focus on What Matters: 👩🏻‍💻Let me handle the bookkeeping burden. You can finally:👩🏻‍💻 👉Maximize the value of your financial reports. 👉Gain a clear understanding of your business health. 👉Make strategic decisions with confidence. ⏳Free Up Your Time: Invest your precious time in growth strategies and achieving success. I'll take care of the numbers, so you can focus on what you do best - building your dream. 🎉I can help with:🎉 ✔️Recording daily transactions: Say goodbye to tedious data entry for bills and invoices. ✔️Streamlined accounting & bookkeeping: Get a handle on your finances with expert accounting and bookkeeping services, including inventory and AR/AP management. ✔️Accurate reconciliations: Ensure your bank and account statements are always in sync. ✔️Financial software expertise: I'm proficient in QBO, Xero, and Wave Apps to perfectly suit your needs. ✔️Clear financial reports: Gain valuable insights with financial statements and cashflow analyses. ✔️Business guidance: Get expert advice and troubleshooting to navigate financial challenges. ✔️Book cleanup & catch-up: No worries if your books are behind - I can get them on track. ✔️Seamless data migration: Need to switch accounting software? I can handle the migration for a smooth transition. 🌸Ready to ditch the stress and embrace growth? Let's chat!📞
    vsuc_fltilesrefresh_TrophyIcon Gusto
    Google Apps Script
    Slack
    Xero
    Microsoft Office
    Bookkeeping
    Accounts Receivable
    Microsoft Excel
    Intuit QuickBooks
    Bank Reconciliation
  • $50 hourly

    • 4.7/5
    • (338 jobs)
    Industries I specialize in - Service Industries, Law Firms, Hospitality, Health Practices, E-Commerce, Marketing, Manufacturing & Retail Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 20 years. Software Systems Experience QuickBooks Online, Wave, Bill.com, Expensify, Slack, HubDoc, Google Drive, Dropbox, ADP Workforce, ADP TotalSource, ADP Run, Paychex Flex, Gusto Payroll, Trinet, Paylocity, QuickBooks Payroll, Saga, TrialWorks, LawPay, Clio, Lockbox Application, Toast, Cohesion for Restaurants, Square, Stripe, Square Full-service bookkeeping & Payroll Services for all clients will include the following - 1.Reviewing your books line by line to categorize any past transactions and reconcile your accounts 2.Ensure the accuracy of your books by maintaining your accounts throughout each month 3.Provide a seamless bookkeeping experience through communication between me and the client 4.Monitor the health of your business by running and reviewing monthly reports 5.Prepare you for tax time with a customized year-end review to hand off to your tax accountant 6.Provide ongoing support via on-demand chat and scheduled video conference. 7. Process payroll and Prepare 1099s if needed 8. I am certified in ADP, Paychex, Gusto payroll, Heartland Payroll, QuickBooks Payroll 9. I have certification in - QuickBooks, Wave, Payroll
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    Xero
    Data Analysis
    Intuit Quicken
    Bill.com Accounts Payable
    Bill.com Accounts Receivable
    Accounts Payable Management
    Financial Reporting
    Accounts Receivable Management
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Microsoft Excel
  • $52 hourly

    • 5.0/5
    • (32 jobs)
    Hello my name is Travis, I have over 12 years experience in the accounting profession. Most of my 12 years have been focused on bookkeeping, working my way to an advisor role for small business owners who need an accountant who can do the day to day activities along with bigger picture tasks such as budgeting, interpreting and explaining financial statements, and preparing year end financial statements. The past five years I have worked as a cloud based accountant utilizing Xero, Gusto, Bill.com, Slack, Stripe, and Receipt Bank on a daily basis. I will bring experience and efficiency to your accounting operations with the goal of freeing you up to work on running your business knowing the books are in good hands. Thank you for your time, Travis
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    Stripe
    Xero
    Bill.com Accounts Payable
    Intuit QuickBooks
    Microsoft Excel
  • $18 hourly

    • 4.9/5
    • (73 jobs)
    With over 6 years of hands-on experience, I bring a deep understanding of accounting and business management to every project. As a seasoned ProAdvisor in QuickBooks Online and Xero for 4+ years, I'm driven by a passion for helping my clients achieve remarkable results. My expertise lies in optimizing cloud-based accounting software to transform/ flexibilize your financial operations. I offer Accounting & Bookkeeping services tailored to your tax, cost, and financial management needs. With a focus on efficiency and accuracy, I specialize in configuring and training individuals, small, and medium-sized businesses in cloud-based accounting software such as QuickBooks Online, Xero and Wave. Most of my projects are based on QuickBooks Online and Xero software, complemented by the flexibility of MS Excel for data customization and analysis. I provide comprehensive data synchronization solutions for e-commerce platforms, streamlining Accounting, Products and Services Management, and Inventory Management for online stores, both wholesale and retail. At the end of each economic period, I meticulously prepare financial statements and company accounts, adhering to International Financial Reporting Standards (IFRS) and Generally Accepted Accounting Principles (GAAP). These include: 1. Statement of profit and loss [P&L] 2. Balance sheet (statement of financial position) 3. Statement of Cash Flows 4. Statement of Changes in Equity 5. Trial Balance (TB) For my US clients, I've successfully processed and recorded approximately 15,000 transactions, reconciled bank accounts spanning 40 months, and customized financial reports covering the past 3.5 years. My tax planning and management expertise have enabled Federal Tax savings of 10%-15% when filing Sales and Use Tax Returns, including chart of accounts setup for managing loans and debt settlements like SBA LOAN (PPP) and other lines of credit. In addition to proficiency in QuickBooks Online, Xero, and MS Excel, can implement accounting and bookkeeping based into WaveApps, FreshBooks, Zoho Books, Sage Intacct, Bill.com, YNAB - Personal Budgeting Software, DEAR Systems - Inventory Management & App Integrations, Quicken - Property Management, and other cloud-based systems. I am expert in integrating these platforms with Amazon, Hubdoc, GUSTO, Shopify, Clio, and PAYPAL for seamless operations. PROVIDING ACCOUNTING/BOOKKEEPING SERVICES: - Chart of Accounts Setup and Book Preparation - Journal Entries & Adjustments (Transaction Data Entry) - Internal Data Entry Audit and Clean-Up (Month-end Review) - Re/Categorization of Business Transactions - Bank Reconciliations, Equity, Fixed Asset, Uncategorized Asset, & Liabilities - Products and Services Inventory Updates - Financial Analysis, Budgeting, Forecasting, and Financial Control Services - SaaS Migration (Software migration, e.g. Xero to QBO; Quickbooks Desktop to QBO) - Bulk download file attachments (from Xero, QBO & QB Desktop) to upload attachments in batch to Xero, QBO & QB Desktop. Communication platforms I utilize include: - Microsoft Office, Google Suite & Dropbox - Collaboration platforms: Teams, ClickUp, Trello & Asana - Instant Messages: WhatsApp, Skype & Slack But, before starting to do business, allow me to introduce myself: I'm Simião (simple way: Simi), a dedicated professional passionate about leveraging technology and numbers to drive business success. As a husband and father of two beautiful daughters, my motivation stems from personal fulfillment and family happiness. I firmly believe that the value of a business is a blend of time, money, and a touch of passion. Business Value = Time Value + Money Value + A little PASSION. Ready to streamline your financial operations and achieve remarkable results? Contact me today to discuss how I can help your business thrive!
    vsuc_fltilesrefresh_TrophyIcon Gusto
    Data Mining
    Intuit Quicken
    Wave Accounting
    Chart of Accounts
    Inventory Management
    Account Reconciliation
    Administrative Support
    Xero
    Bookkeeping
    Data Entry
    Accounts Payable
    Intuit QuickBooks
    Accounts Receivable
  • $35 hourly

    • 4.9/5
    • (199 jobs)
    Bookkeeping and Accounting Services: As a bookkeeper I offer monthly bookkeeping and accounting services for a flat rate. I also provide services for large clean-ups and work with small businesses in a variety of industries. I work with QuickBooks Online and have developed an efficient and effective system to provide my clients with timely and accurate financial statements. Below are some of the bookkeeping and accounting services I offer: -Recording transactions, -Bank Reconciliation -Financial Statements -Custom Management Reports -Accounts Receivable and Accounts Payable -Lare and small clean-ups -QuickBooks Online Setup -Payroll -Job Cost Accounting I have been working as remote bookkeeper for 8 years and have worked with companies in industries such as eCommerce, Professional Services, Manufacturing, Restaurants, Contractor Services, Real Estate, and others. Managing a small business takes a lot of time and emotional energy. I aim to provide bookkeeping and accounting services that lessen the emotional energy spent on your books. Through QuickBooks Online, I can tailor the software to provide custom management reports that are specific to your business, providing insight into your business's financials and operations. If you're interested further, please message me and we can schedule a meeting to discuss your job or project in more detail. I will be able to provide a flat rate quote as well. Thank you for viewing my profile, I hope to hear from you. Joe Bever
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    Bill.com
    Accounts Payable
    Accounts Receivable
    Invoicing
    Balance Sheet
    Microsoft Excel
    Payroll Accounting
    Account Reconciliation
    Accounting
    QuickBooks Online
    Bookkeeping
  • $50 hourly

    • 5.0/5
    • (60 jobs)
    I am a punctual, professional, and efficient, results-based controller/ accountant, well versed in: Accounts Receivable, Accounts Payable, payroll, (high volume) invoicing, writing POs, reconciliation, stats accounting, producing financial statements, and reporting. I have worked with several accounting firms and also manage my own portfolio of clients. I have worked alongside CPAs, CEOs, and CFOs. My role allows me to flex my great attention to detail and my work/ analyses have been used in legal capacities and litigation. I like to use my accounting knowledge and analytical mind to help companies set financial goals and fulfill them. I use custom reporting so you can best understand your business' finances and the progress we've made together.
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    Bookkeeping
    Data Entry
  • $35 hourly

    • 5.0/5
    • (317 jobs)
    Welcome! I'm an accomplished accounting and tax professional on Upwork, honored with the prestigious UPWORK TOP RATED PLUS status. With 6+ years of experience, I've served 300+ satisfied clients and accumulated over 7500 working hours. My Expertise: Accounting/Bookkeeping: Proficient in QuickBooks Online/Desktop, Xero, Wave, Zoho, etc. US Tax Planning & Preparation: Specializing in 1040, Expat 1040, 1120, 1120S, 1065, 990, company formation, EIN formation, and paralegal guidance. Preparation of tax return forms for Individual (1040), partnership (1065), S corp (1120S), and corporations (1120). Whole year accounting in QuickBooks, Xero, Wave, etc., for tax purposes. Accounting Standards Evaluation – IFRS & GAAP for tax purposes. Tax Advisory and submission of Tax Returns – US Tax Laws. Payroll preparation using ADP, QB/Payroll Tax submission to relevant States. 1099-Misc Reporting. Sales Tax/VAT return submission of all States of USA to the authorities. Who I Am: I hold the esteemed Chartered Accountant (ACCA) qualification and a Bachelor's in Professional Accountancy from Oxford Brookes University, with over 6 years of corporate accounting and tax advisory experience. Top Skills: Accounting Software Proficiency: Expert in QuickBooks, Xero, Wave, and more. Accounting Standards Evaluation: Skilled in GAAP & IFRS. Bank Reconciliation Statements: Ensuring accuracy and clarity. Reconciliation and Management Summary: Providing insightful summaries. Payroll Tax/Form 941/944, W2 Preparation: Detail-oriented and compliant. Financial Modeling/Forecasting Budgeting: Crafting strategic financial plans. Accounts Receivable/Accounts Payable Management: Efficient and organized. 1099-MISC Reporting: Ensuring compliance and precision. I am committed to delivering exceptional service to my clients using these applications consistently. My work history below is only a small sample of the nearly 300+ accounting and tax jobs I've completed here on Upwork! Please refer to my tax preparation profile for tax-related projects and my accounting profile for other projects.
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    Tax Strategy
    Taxation
    Taxes
    Tax Accounting
    Financial Statement
    CPA
    US Taxation
    Income Statement
    Tax Preparation Software
    Tax Planning & Advisory
    Tax Law
    Tax Preparation
    Tax Return
    Balance Sheet
    Bookkeeping
  • $60 hourly

    • 4.8/5
    • (10 jobs)
    I am a highly skilled accountant that has been in the accounting field for over 10 years. I have worked under many different titles that included Senior Accountant, CFO, Controller, and Senior Auditor. I have worked in many different industries ranging from law firms to the federal government. I have specialize in cloud accounting in order to helps businesses save time and money by using different applications and software. I always aim to help clients grow their net profits and improve their processes. Whether it's creating inventory management strategies or implementing virtual time sheets, I always want clients to be able to have the most efficient and effective ways to get the info they need for their business. I am highly organized, I pay great attention to detail, and I take initiative. I work very well independently but love working with a team too. I even have great management skills to lead the team to success. Now let's see how I can help you!
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    Financial Analysis
    Human Resource Management
    Financial Reporting
    Cost Accounting
    Bookkeeping
    Intuit QuickBooks
    Financial Audit
    Payroll Accounting
    Tax Preparation
  • $125 hourly

    • 5.0/5
    • (42 jobs)
    I have a talented team of Human Resources Professionals with vast experience in Human Resources, Benefits, Compliance, Recruiting and Administration. We cater to your full service HR needs and specialize in Startup support. We have experience working setting up Payroll and HR operations and processes. As well as experience with Microsoft Office, HCM implementation, Employee handbook updates, Employee Relations, Sourcing and Recruiting, On-boarding, Employee communications via verbal and writing, Compliance issues, Audit, Reconciliations and Operational work flow processes. Also, have a lot of experience writing explanations and detailed instructions for staff in navigating benefits, self service access, etc. In addition, I have sit on an HR advocacy board as well and am a member of the Forbes Human Resources Council.
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    Benefits Law
    Benefits
    Employee Relations
    Compensation & Benefits
    Human Resource Information System
    Microsoft Office
    Human Resources Consulting
    Human Resource Management
    Recruiting
  • $50 hourly

    • 5.0/5
    • (114 jobs)
    Hello, My name is Alan and look forward to working with you! I communicate with my clients via Slack or email and feel free to look at my Google reviews by Googling "Potrus CPA." 🔍 Experienced Fractional CFO & Financial Expert Offering Comprehensive Solutions I am a seasoned CPA, Quickbooks Pro Advisor, and certified tax preparer with over 10 years of proven expertise in bookkeeping, accounting, tax prep/filing, tax planning, budgeting, and financial management. 📊 Services Offered: 1. Bookkeeping (Clean-up) & Accounting: Specializing in QuickBooks (clean-up and catch-up), XERO, Gusto payroll, and more, while efficiently handling all your financial records. 2. Tax Planning: Precision-crafted tax strategies have consistently saved our clients tens of thousands of dollars in taxes, offering a financial shield while maximizing every available tax saving and tax credit possible. 3. Tax Preparation & Filing: Expertly navigate tax regulations to ensure compliance while optimizing your tax filing and strategy. 4. Financial Reporting: I create strategic financial plans for my clients and harness analytics to optimize your financial path. 5. Financial Analysis & Modeling: I possess a deep analytical acumen, providing insights through budgeting, forecasting, and financial modeling. 6. Data Management & Analysis: My expertise extends to data entry, web research, and generating insightful statistical reports. 🌐 Software Proficiency: QuickBooks Online/Desktop, XERO, Bill.com, Hubdoc, Docusign, SmartVault, Salesforce, Expensify, Tsheets, Google Sheets/Excel, and more. 💼 Industries Served: From startups to established companies, across diverse sectors and revenue ranges, I've successfully provided tailored financial solutions to clients worldwide. 🏆 Why Choose Me? Holistic Financial Expertise: I offer a one-stop financial solution by covering everything from bookkeeping to valuation to tax strategy/planning. Responsive & Communicative: My team and I are highly responsive and proactive in our collaboration to ensure clear and quick communication. Client-Centric: I ensure an approach personalized to your business and your goals. Proven Success: My contribution has led established companies to thrive and startups to raise significant capital while maximizing tax deductions through strategic tax filing and planning. Financial Reporting: I transform complex financial data into meaningful insights that pave the way for sustained growth. Contact me today so we can unlock your financial potential together. I look forward to assisting you with your financial needs.
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    Corporate Finance
    CPA
    Intuit Lacerte Tax
    Corporate Tax
    Financial Presentation
    Wave Accounting
    Tax Preparation
    Intuit QuickBooks
    Payroll Accounting
    Tax Preparation Software
    Tax Return
    Bookkeeping
    Sales Tax
  • $75 hourly

    • 5.0/5
    • (44 jobs)
    Collaborative, responsive, experienced CPA and QuickBooks Online ProAdvisor specializing in accounting and bookkeeping solutions for start ups, small businesses, and high-net worth individuals who use (or want to use) QuickBooks Online or Wave Accounting. I am also certified with Gusto payroll and BILL.com. ✅ Professional Ongoing Bookkeeping ✅ Financial Success Strategies ✅ Diagnostic Audit of your books ✅ Training and/or hourly consultations ✅ Troubleshooting specific issues ✅ SOP's customized to your operations My in-depth knowledge is drawn from my 20+ years of experience, first working for a global public accounting firm then moving on to work in private industry and eventually, for a single-family office/high-net-worth individual. I specialize in high tech startups and service-based industries including but not limited to bookkeeping, consulting, and coaching. If books are up-to-date and monthly bookkeeping services are needed, I can quote you a fixed monthly rate which will be more cost efficient. Providing exemplary accounting and bookkeeping services so you can focus on maximizing profits is my foremost goal. Choosing the right bookkeeper for your business can seem overwhelming at times. Please feel free to read the reviews of some of my past clients to help put you at ease that you're making a great decision when you choose to work with me. The next step is to message me to set up an interview to explore working together. I respond to client requests as soon as possible. Looking forward to connecting with you!
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    Wave Accounting
    Training
    Troubleshooting
    QuickBooks Online
    Budget
    Financial Reporting
    CPA
    Accounting
    Accounting Basics
    Bank Reconciliation
    Intuit QuickBooks
    Microsoft Excel
    Balance Sheet
    Accounting Software
    Bookkeeping
  • $50 hourly

    • 5.0/5
    • (28 jobs)
    FOR SAAS, ECOMM & REI COMPANIES LOOKING TO SCALE: Want your financial processes and models reviewed by an expert who GUARANTEES to find at least 3 ways to boost profitability within 30 days? I'm offering a FREE 30-minute financial review to uncover issues, identify quick improvements, and provide a 3-month plan to enhance efficiency and profits. No catch. Just actionable insights for your financial success. Interested? Message me for details. INTRO: Is your company struggling with inefficient accounting, inaccurate data, or lack of strategic insights? Tired of navigating complex financial challenges alone, without a clear path to growth? Effective financial management can transform your business. Top companies use these tools to make informed decisions and drive exponential growth. But in today's fast-paced world, keeping up with financial demands can be overwhelming. Sound familiar? That's where I come in... ABOUT ME: For 13 years, I've helped high-growth companies in SaaS, ecommerce & financial services optimize their finances. I audit your current state, identify improvements, and implement strategies to boost operations and decision-making. I work with: 1. SaaS businesses scaling rapidly - Automating processes, improving revenue recognition, and developing data-driven strategies. 2. Ecommerce companies optimizing profitability - Streamlining inventory, improving cash flow, and providing actionable insights. 3. Real Estate companies optimizing the property budgets and improving cash flow. MY EXPERTISE INCLUDES: • Financial audits to identify improvements • Streamlining and automating accounting processes • Ensuring compliance (GAAP, SEC, SOX, etc.) • Developing accurate, data-driven financial models • Providing strategic CFO-level guidance • Optimizing inventory management and cash flow • Managing large investment portfolios • Preparing for successful fundraising rounds FAQs: ➜ "What results can I expect?" Recent client successes: ✔️ Raised $30.5M in venture funding and debt financing ✔️ Generated 75% year-over-year revenue growth ✔️ Facilitated $5M division sale through a Special Purchase Agreement ✔️ Led successful data migrations from multiple ERP and accounting software ✔️ Managed PPP loan forgiveness process for $500K ✔️ Navigated complex IRS and third-party audits ➜ "What sets you apart from other finance professionals?" Several key things: 1. Extensive cross-industry experience in SaaS, ecommerce & real estate, bringing diverse, battle-tested strategies. 2. High-level roles (CFO, Accounting Manager, Senior Platform Operations Accountant) at major companies like Coinbase, managing large portfolios and complex initiatives. 3. Proven track record of driving revenue growth, reducing costs, and improving efficiency. 4. Entrepreneurial mindset as founder/CEO of my own consulting firm, helping navigate challenges and uncover opportunities. 5. Deep technical accounting expertise, including revenue recognition, derivatives, and regulatory compliance. ➜ "What's your pricing structure?" I offer low, affordable fixed rates until I deliver results - no hidden fees. For smaller companies with great potential, I often work for even less than my starter rate. My goal is to help you succeed without breaking the bank. ➜ "What's your process for ensuring success?" Here's my 4-step approach: 1. Audit - Thoroughly review financials, processes, and systems to identify gaps, inefficiencies, and opportunities. 2. Plan - Develop a clear, actionable plan with quick wins for immediate profitability and long-term growth strategies. 3. Implement - Execute the plan, automate processes, upgrade systems, and provide training. Create custom dashboards for real-time visibility. 4. Optimize - Continuously monitor and optimize financials, providing ongoing strategic guidance to help you scale and achieve goals. NEXT STEPS: Book your free 30-minute financial review today. We'll discuss challenges, identify quick wins, and see if we're a good fit. No cost, no obligation - just expert insights for informed decisions about your financial future. ➜ One last thing: I'm willing to put skin in the game and prove my value upfront. Unlike most finance professionals who just talk big, I guarantee results. I'm confident I can deliver real, measurable ROI for your business. Ready to take your financials to the next level and accelerate growth? Let's talk. But don't wait - my calendar is filling up fast and I can only take on a few new clients each month. Book your free review now and let's start unlocking your company's full potential. Looking forward to speaking with you! -Gabriel H.
    vsuc_fltilesrefresh_TrophyIcon Gusto
    Business Plan
    Xero
    Cost Accounting
    Project Accounting
    Financial Planning
    Fund Accounting
    Account Management
    Financial Accounting
    Account Reconciliation
    International Accounting Standards
    Bookkeeping
    Oracle NetSuite
  • $10 hourly

    • 4.9/5
    • (111 jobs)
    Nine years Professional experience in corporate Finance / Cost Management Accounts, Financial Analyst/Consultant & Business Planner, Preparation of Financial Statements & taking care of Tax Matters, Internal Audit of the whole System/ Policies and operational Activities including Group Coordination, administration & compromises of Party Ledgers & Bank compromises, Budgeting, Costing, Stock reports, Payroll, working with manufactured programming Quickbooks, Xero & ERP, Financial Analysis, Financial Modeling, Business Plan and catch up of operational Activities of the Organization. My primary target identifies with giving the great expert administrations to customers to help them in the territory of fund and they will investigation their budgetary position/execution and settle on cool headed choice making in the light of their monetary dissection. Continuously accessible for long haul occupations - Bookkeeping (Quickbooks, Xero, MYOB, Peachtree, Wave) - Project Management - Financial Services & Planning (Analysis, Management & Statements) - Accounting (Ratios, Accounts Receivable / Payable Management) - Personal Assistant - Google Docs (Microsoft Excel, Microsoft Word) - Budgeting (Accounting & Analysis) - Financial Services & Planning - Accounting Ratios - Payroll
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    QuickBooks Online
    Month-End Close Assistance
    Xero
    Wave Accounting
    Account Management
    Financial Analysis
    Bookkeeping
    Accounting Basics
    Transaction Data Entry
    Intuit QuickBooks
    Microsoft Excel
    Accounts Receivable
  • $45 hourly

    • 4.4/5
    • (4 jobs)
    I have worked in HR/Payroll/HRIS Management for over 18 years. I enjoy building programs and streamlining systems to make people's lives easier when they utilize the systems I build. I have processed full cycle payroll and maintained HR software programs for over 15 years. I have processed multi state payrolls and Japanese payroll as well for weekly, bi-weekly, and monthly processing. I have written numerous handbooks, SOPs, SQLs for companies. I have built and used many different software programs over the years (ie: ADP, Kronos, SAP, ROSS, Oracle, ETQ, Paycor, Paylocity, Gusto, PeopleSoft, BambooHR, E-Commerce websites, Quickbooks and several others).
    vsuc_fltilesrefresh_TrophyIcon Gusto
    PeopleSoft
    Payroll Reconciliation
    Human Resources Consulting
    HR System Management
    SQL
    SAP Crystal Reports
    SAP Programming
    ADP Workforce Now
    Microsoft Certified Professional
    Accounting
    Payroll Accounting
    Intuit QuickBooks
  • $28 hourly

    • 4.9/5
    • (89 jobs)
    I am an extremely proactive and agile Recruiter / Human Resources Expert with 17 years of total experience and 13+ years of experience working remotely with international clients through oDesk / Upwork. Always thinking on my feet, I have been able to deliver on my clients' requirements quite consistently and effectively I have done technical recruiting extensively and just in 2022, I have filled around 10 technical roles in software, infrastructure and data engineering domains. On Upwork I have 29,000+ hours billed working with my long term clients related to the following:: - Technical and Non -Technical Recruiting, which is my core expertise - Mapping organizational structure - Creating Organizational Chart / Org Chart / Organogram - Creating Standard Operating Procedures / SOPs - Creating Pivot Tables in MS Excel, Google Spreadsheets and Numbers - Doing Process Mapping for HR and other business functions - Automating HR functions - Detailed Write Up and Presentation to justify hiring additional staff - HR Project Management - Developing performance metrics for different business functions - Performance Management - Feedback 360 system development - Remote Employee Contract Development - Employee Handbook Development - Internet Marketing Compliance - Leading and Managing the Internet Marketing Compliance team - Project Planning of internal projects for Compliance Departments I also have considerable and in-depth experience using Airtable, Trello, Asana and Salesforce Lightning.. I have excellent experience managing Gusto, an online payroll and HR solution for my US clients and using Applicant Tracking Systems such as Jobvite, Workable, Greenhouse and Pinpoint I consider myself to be an 'intuitive" recruiter with a knack for identifying and sourcing the best possible candidate for any role. If you are looking for quality deliverables with a quick turnaround time, then I am your man!!!
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    Asana
    Airtable
    Organizational Structure
    Business Process Modeling
    Sourcing
    Microsoft Visio
    Trello
    Project Plans
    Salesforce CRM
    Human Resource Management
    Recruiting
    Job Description Writing
  • $100 hourly

    • 4.2/5
    • (69 jobs)
    As a veteran bookkeeper, I understand the challenges of messy data and complex reconciliations. I offer tailored coaching to help you master these critical skills, transforming your bookkeeping practice into a model of accuracy and efficiency. Join me to learn proven techniques and enhance your professional capabilities. Hello, I’m Deborah Ryan, a seasoned bookkeeping professional with over three decades of experience in the industry. Throughout my career, I've helped countless businesses maintain accurate financial records, improve cash flow, and plan for future growth. Now, I’m dedicated to sharing my expertise with fellow bookkeepers through personalized coaching and mentoring. What I Offer: 1. Mastering Reconciliation: Reconciliation is a cornerstone of effective bookkeeping, and I can help you perfect this critical skill. Through my coaching, you will learn advanced techniques to reconcile accounts accurately and efficiently, reducing errors and ensuring the financial health of your clients’ businesses. 2. Cleaning Up Messy Data: Many bookkeepers face the challenge of dealing with disorganized and messy financial data. I specialize in transforming chaotic records into clean, actionable insights. I’ll teach you how to organize and manage data effectively, so you can provide your clients with precise and reliable financial reports. 3. Adapting to Remote Work: The landscape of work is changing, and remote work has become a significant part of modern business operations. With my extensive experience, I’ll guide you through best practices for remote bookkeeping, including setting up efficient workflows, using the latest software tools, and maintaining effective communication with clients and team members. My Approach: Personalized Coaching: Every bookkeeper’s needs are unique, and my coaching sessions are tailored to address your specific challenges and goals. Whether you’re just starting out or looking to refine advanced skills, I provide one-on-one coaching that meets you where you are and helps you achieve your professional aspirations. Hands-On Training: I believe in practical, hands-on learning. My coaching includes real-world examples and exercises that allow you to apply new techniques and tools immediately. You’ll gain the confidence and expertise needed to handle complex bookkeeping tasks with ease. Ongoing Support: Your success is my priority. Beyond our coaching sessions, I offer ongoing support to ensure you continue to thrive. Whether you need quick advice on a specific issue or long-term mentoring as you grow your practice, I’m here to help you every step of the way. Why Choose Me: Extensive Experience: With over 30 years in the industry, I bring a wealth of knowledge and practical insights to my coaching. My experience spans various sectors and includes working with diverse clients, from small businesses to large corporations. Proven Track Record: My methods have consistently delivered results. With a 100% job success rate and a Top Rated Plus badge, my commitment to delivering exceptional results is evident. Clients who have worked with me have seen significant improvements in their bookkeeping accuracy, efficiency, and client satisfaction. Commitment to Excellence: I’m passionate about helping bookkeepers excel and grow their businesses. My commitment to excellence drives me to provide the highest quality coaching and support, ensuring you achieve your full potential. Get Started Today! Ready to take your bookkeeping practice to the next level? Let’s connect and discuss how my coaching can help you master reconciliation, clean up messy data, and thrive in a remote work environment. Together, we can transform your skills and set your business on a path to success.
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    Startup Consulting
    Google Docs
    Financial Reporting
    Xero
    Financial Modeling
    Bill.com Accounts Payable
    Intuit QuickBooks
    Budget Management
    Microsoft Excel
  • $15 hourly

    • 4.8/5
    • (149 jobs)
    Hi! I’m Ali Shan Aslam, a seasoned Chartered Accountant and Fractional CFO with over 10 years of expertise. Throughout my career, I have successfully raised over $78 million USD and managed bookkeeping for more than 300 clients, significantly enhancing their financial operations and growth. My professional journey includes pivotal roles at KPMG in Audit and Advisory, specializing in financial audits and strategic advisory services. I excel in establishing and refining financial systems, streamlining accounting practices with industry standards, and offering strategic financing solutions to boost corporate growth. I am proficient in a wide range of financial tools and platforms, including Microsoft Excel, QuickBooks Online, Xero, Bill.com, Ramp, Expensify, Gusto, Rippling, Justworks, ADP, and SaaS Optics, ensuring comprehensive support for your financial needs. Let’s connect to explore how I can support your business’s success with expert guidance and robust financial management!
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    Financial Projection
    Financial Consulting
    Financial Model
    Financial Modeling
    Financial Accounting
    CPA
    Financial Analysis
    Bookkeeping
    Accounting Software
    Microsoft Excel
    Payroll Accounting
    Bank Reconciliation
    Intuit QuickBooks
  • $80 hourly

    • 5.0/5
    • (22 jobs)
    SHRM-SCP HR Expert with 7+ years of working experience in developing, championing, and administering human resource strategies to support businesses to achieve their objectives. Process drives practice. Practice drives behavior. Behavior drives culture. Culture drives results. Extensive experience in the following: -Culture creation and establishment -Handbook and policy development -System creations (performance appraisal, performance management, attendance tracking) -Payroll administration and HRIS system integration -Organizational development -Employee engagement
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    Payroll Accounting
    Management Consulting
    Employee Feedback
    Training & Development
    HR Policy
    Human Resources Consulting
    Human Resources Compliance
    Business Writing
    Employee Relations
    Employee Training
    Company Policy
    Recruiting
    Employment Law
    Human Resource Management
    HR & Business Services
  • $15 hourly

    • 4.0/5
    • (48 jobs)
    Hi, I am Manish from India. I am a new provider and would like to establish a career and a good reputation here at ODesk. I am willing to learn, detailed oriented and highly motivated. Field of Expertise: Accounting, Administrative work, Data Entry, Research, MS Office (Excel and Word), Internet Literate and Typing skill is 70 words per minute with 100% accuracy. I have more than 7 years of experience in accounting - till finalization of accounts of various trading and manufacturing concerns. My education qualification lends me good knowledge of finance and has helped companies in some of the crucial financial matters. I have been working on Upwork from last two year and have done multiple projects in department like Human Resource, Accounting, marketing, blog writing. I have been working as an EA to the director from last 6 months. I can work full time or as needed. I have my own computer at home and a reliable internet connection. I can finish a project in one to two days or more depending on the volume of the work. I can start immediately. I am glad to be of service. See you soon
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    QuickBooks Online
    Xero
    Accounts Receivable Management
    Financial Analysis
    Financial Reporting
    Bookkeeping
    Cost Accounting
    Value-Added Tax
    Goods & Services Tax
    Financial Management
    Accounts Payable Management
    Account Management
    Zoho Books
    Tax Preparation
  • $150 hourly

    • 5.0/5
    • (10 jobs)
    Welcome to Venture West Bookkeeping & Tax Solutions! I am an Enrolled Agent, Fractional CFO, and seasoned Bookkeeper with a passion for providing comprehensive financial solutions to businesses of all sizes. Services Offered: Bookkeeping Excellence: From day-to-day transactions to complex financial reporting, I ensure your books are meticulously organized and compliant with industry standards. Tax Strategy: As an Enrolled Agent, I specialize in navigating the intricate landscape of taxation. I provide expert guidance on tax planning, preparation, and compliance, helping you minimize liabilities and maximize returns. Fractional CFO Services: Gain access to strategic financial insights without the overhead of a full-time CFO. I offer fractional CFO services tailored to your business needs, including budgeting, forecasting, and financial analysis. Why Choose Us: Expertise: With years of experience in financial management and taxation, I bring a wealth of knowledge to every client engagement. Personalized Approach: I understand that every business is unique. That's why I work closely with my clients to develop customized solutions that align with their goals and objectives. Reliability: At Venture West, integrity and reliability are at the core of everything we do. You can trust us to deliver timely, accurate, and confidential services, every time. Partner with Venture West Bookkeeping & Tax Solutions today and experience the difference that expert financial management can make for your business.
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    Account Reconciliation
    Financial Report
    Account Management
    KPI Metric Development
    Bookkeeping
    Accounts Payable
    Budget Management
    Payroll Accounting
    Balance Sheet
    Intuit QuickBooks
  • $25 hourly

    • 5.0/5
    • (61 jobs)
    Bookkeeping Services - $25/hour and Tax Consulting & Preparation $250/hour Accounting, Taxation & Payroll Services Hello, I’m Raj Kishan, a Certified Public Accountant based in Burlington, MA. I run a CPA firm specializing in comprehensive accounting, taxation, and payroll services designed for small to mid-sized, fast-growing businesses. My mission is to empower business owners and executives to make informed decisions by offering expert bookkeeping, accounting, taxation, and financial analysis services. I am committed to my clients’ success and dedicated to addressing their unique business needs. Here is what I do for my clients: 1. Financial record-keeping and bookkeeping: I maintain accurate and up-to-date financial records, including recording transactions, reconciling accounts, and managing general ledger entries. 2. Financial statement preparation: I prepare comprehensive financial statements, such as income statements, balance sheets, and cash flow statements, to provide a clear picture of your business's financial health. 3. Tax planning and compliance: I assist in tax planning to optimize your tax position and ensure compliance with applicable tax laws and regulations. I also prepare and file tax returns, keeping you updated on deadlines and potential deductions. 4. Payroll processing: I handle payroll processing, including calculating employee wages, deductions, and taxes, ensuring accurate and timely payroll disbursements. 5. Financial analysis: I analyze your financial data to identify trends, patterns, and opportunities for improvement. This enables you to make informed decisions to enhance profitability and efficiency. 6. Budgeting and forecasting: I assist in developing budgets and forecasts to help you set realistic financial goals and measure performance against them. 7. Accounts payable and receivable management: I oversee the management of accounts payable and receivable, ensuring timely payments and efficient collections. By entrusting your accounting needs to me, you can focus on growing your business while having confidence in the accuracy and reliability of your financial information. I am committed to providing exceptional accounting services that align with your business goals and contribute to your success. Thanks, Raj Kishan, CPA
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    CPA
    Certified Tax Preparer
    Accounts Receivable Management
    Account Management
    Accounts Payable Management
    US Taxation
    Financial Reporting
    Intuit QuickBooks
    Bookkeeping
    Tax Return
    Cash Flow Statement
    Payroll Accounting
    Bank Reconciliation
  • $77 hourly

    • 4.8/5
    • (78 jobs)
    A highly regarded & experienced consultant, fractional CFO, accountant, and bookkeeper for entrepreneurial and start-up businesses seeking rock-solid financial processes and reporting. Expert with a deep knowledge of business integration and AI automation resulting from experience in corporate accounting, bookkeeping, financial and operations analysis, auditing, payroll, human resources, and customer service. Effective in creating a positive and productive work environment focused on teamwork and mutual respect. Extremely proficient in developing procedures that reduce excessive spending, fine-tuning cash flow to free up the availability of funds, and capturing tax deductions.
    vsuc_fltilesrefresh_TrophyIcon Gusto
    Business Development
    Third-Party Integration
    Business Consulting
    Financial Management
    Budget Planning
    Financial Consulting
    Investment Strategy
    Financial Policies & Procedures
    Google
    Financial Reporting
    Cash Flow Analysis
    Bookkeeping
    Intuit QuickBooks
    Accounts Receivable
    Accounts Payable
  • $65 hourly

    • 5.0/5
    • (9 jobs)
    I have spent my career in the financial services industry. I have a broad range of expertise in most areas of a bank – from being the accounting department to handling the operations department. And from sales to starting an international services department. I am a subject matter expert in the Financial Institutions’ requirements of various areas: cash management, compliance, vendor management to name some. I am also People Advisor Certified by Gusto, so if you want to talk payroll, HR or benefits, I am here to assist you
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    Proofreading
    Treasury Management
    Payment Processing
    Xero
    Account Management
    English
    Bank Reconciliation
    Account Reconciliation
  • $30 hourly

    • 4.7/5
    • (56 jobs)
    I am an experienced accountant that has worked with numerous small and medium businesses from around the world, but primarily from the USA. I have received high praise from clients for my work and for being of tremendous help as their accountant and financial analyst. I'm sure I can guarantee you the same satisfaction! To quote one of my bookkeeping and accounting clients here on Upwork: "Really enjoyed working with Marc. He's great at communication and what he does. Marc showed creativity working on our projects together." For accounting, I specialize in bookkeeping with QuickBooks Online (setup, cleanup and updating). I've had clients of various industries in the USA, Europe and Australia, although most of them are from the USA. For financial analysis, I specialize in doing financial models, budgeting, business planning, business valuation and stock investment analysis. If you want to utilize my expertise, you can invite me to your job post and I'll send a proposal if I'm interested. I graduated with a Bachelor's Degree in Accountancy with exceptionally high grades from one of the top business universities in the Philippines, Holy Name University. I passed my CPA board examination on the first take with flying colors. I have 7 years of experience in being a Certified Public Accountant, specifically in doing bookkeeping, accounting and financial analysis. I was also a professor at one of the top accounting colleges in the Philippines for 3 years. I mostly taught accounting courses for future accountants/CPAs and I also taught some finance courses. I'm sure you are tired of uninitiated bookkeepers and financial analysts, and even more tired of having to pay someone to fix the mess they made. With me you are assured of quality and efficiency. Plus, I am affordable, or at least more affordable than how much you would pay a CPA/Analyst in your area that have my skills and experience. Hire me and you won't be disappointed. Skills and experience regarding accounting: - Bookkeeping - QuickBooks Online Setup - QuickBooks Online Cleanup - QuickBooks Online Recording and Updating - Reconciliation Skills and experience regarding financial analysis: - Financial Modeling - Budgeting - Financial Ratio Analysis - Business Valuation, Mergers and Acquisition - Stock Investment Analysis If you want my bookkeeping expertise: I can setup your QuickBooks properly. Also, I can cleanup the mess your previous bookkeeper made. I have done QuickBooks Online cleanup for multiple clients before. Even when you think your books are perfect, there is usually something in there that you might have missed, which is important for the accuracy of your books and for tax filings. Once your books are clean, I can perform the monthly/weekly bookkeeping with extreme accuracy. If you want my financial model (and business valuation) expertise: I can do a financial model, complete with the necessary statements and reports. I can also perform DCF (or another method) afterwards. I can even add a sensitivity analysis and scenarios to the model to determine what will happen if there are changes in the assumption. Will your company survive a recession? What would you need to do so? A sensitivity analysis can help find out. I can even tell you the minimum price you should buy/sell the business. I can also audit the financial model your analyst has already made. All I would need are the latest 3-5 years of balance sheet, P&L and cash flows. If you don't have that, you can talk to me about your new business and I can go from there. I can give you the financial model in 1 - 4 days depending on what you need. If you want my stock investment expertise: I have done this for so many investors. However, we can only work if your mindset is in long-term investing and not in trading stocks. My analysis only works if you're here to stay for the really big bucks in a safe way that is only possible for long-term investors. I can give you an analysis as to whether the company is a great investment and at what price you should pay for the stock. I only need the company name and I'll tell you the results in a few hours. I'm extremely passionate about being an accountant, bookkeeper and financial analyst. I have been a bookkeeper for both local and international clients and bookkeeping has been my full-time job since I graduated from the university and got my CPA License. As a financial analyst, I have valued the business performance and stocks of both public and private companies, to which my bookkeeper and accountant experience and skills have also helped. My experience with accounting tools is mostly with QuickBooks Online but I have been dabbling in Xero and Manger over the years as a bookkeeper and accountant. If the above sounds like someone you would be interested in hiring, I’d love to hear from you!
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    Financial Reporting
    Financial Analysis
    Financial Modeling
    Business Valuation
    CPA
    Business Modeling
    Business Analysis
    Investment Research
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Month-End Close Assistance
    Financial Report
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