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Industries I specialize in - Service Industries, Law Firms, Restaurants, Health Practices, E-Commerce, Marketing, Manufacturing & Retail I also specialize in QuickBooks Online Cleanup: My biggest cleanup was for over 7 years of 6 bank accounts and 8 credit cards Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 25 years. Software Systems Experience Accounting Software: QuickBooks Online, Xero, Wave, Billcom, Expensify, Service Fusion, Stripe, Shopify, Square, Toast, Cohesion for Restaurants, Lockbox Application, Salesforce, Ramp Payroll Softwares ADP Workforce, ADP TotalSource, ADP Run, Paychex Flex,Gusto Payroll, Trinet, Paylocity, QuickBooks Payroll, Heartland, Rippling & Justworks Legal Software: Saga, TrialWorks, LawPay, Clio, MyCase, Tabs3 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. Sales Tax Filing 9. I am certified in ADP, Paychex, Gusto payroll, Heartland Payroll, QuickBooks Payroll 10. I have certification in - Accounting, Bookkeeping, QuickBooks, Wave, Payroll RESUME BELOW: Work Experience Freelancer – Full Charge Bookkeeper & Payroll Clerk UPWORK Nov 2020 to Present • Performing accounting, bookkeeping, payroll & HR services to clients, companies and individuals. • Certified in QuickBooks, Xero, Quicken & Wave, Ramp • Help clients with new set up of accounting software • Help clients clean up and stay current with their accounting programs • Accounts Payable, Accounts Receivable & Collections • Lockbox processes, cash applications, purchase orders • Bank reconciliation, financial spreadsheets, budgets • Prepare, process payroll using payroll services: Paychex Flex, ADP TotalSource, ADP Workforce, Gusto & Trinet • Provide monthly, Quarterly and annual financial reporting to clients • Assist with HR matters such as hiring, onboarding and termination of employees • Assist with insurance and benefits registrations for employees and employers Director of Finance/Payroll Manager LAW OFFICES OF MICHAEL S LAMONSOFF, PLLC - New York, NY November 2005 to November 2020 • Record and monitor all the client billing and disbursements per case • Handle all the deposits and settlements into the Escrow/IOLA Escrow accounts • Bank reconciliations of operating, escrow and credit card accounts for both business and attorneys • A/P, A/R processing • Monthly, quarterly and annual financial reporting • Handle all petty cash, and oversee the billing for all the attorneys per month • Supervised department staff • Process payroll for over 60 employees • Handle all HR Matters including employee benefit packages, boarding and off boarding of employees • Prepared all yearly 1099's and monthly reconciled all payroll and benefits reports • Interviewing and preparing offer letters for all new hires • Create and update employee handbooks • Track Employees Time-sheets and Accrual Time for PTO & Vacation • Renewed all Insurance policies for the firm Accounting Manager/Full Charge Bookkeeper ROM REALTY, LLC - Long Island, NY February 2000 to November 2005 • Handle all the accounting & finances for all properties • Handle all the human resources & payroll duties including processing payroll for over 75 employees • Invoices/expense reports, payment transactions, bank reconciliation, process all incoming & outgoing bank activities • Create & maintain spreadsheets using advanced Excel functions & calculations to develop reports & lists • Handle all the administrative duties as well as managed all the buildings owned by the realty estate company • Manage all the calendars, meetings, travel arrangements for the CEO • Prepare all the tenant leases and renewals & handle all the rent rolls • Maintain detailed administrative & procedural processes to improve accuracy & efficiency Office Manager/Bookkeeper GALMER, LTD - Long Island, NY March 1997 to Feb 2000 • Supervised a three-person clerical staff and 12 Labor Workers & Processed Payroll for all employees and contractors • Accounts Payable and Accounts Receivable, and all clerical duties • Assisted in the shipping and receiving department with documentation • Assisted in Customer Service with old and new orders, processed all incoming and outgoing orders for our products. • Handle all the administrative duties as well as managed all the buildings owned by the realty estate company

⭐ Top Rated Plus | 96% Job Success | Available Now I’m Jawed Ali, a seasoned accounting professional with 20+ years of experience turning complex financial data into clear, GAAP-compliant, and audit-ready books you can trust. I specialize in both cash-based and accrual-based accounting, customizing my approach to fit your business size, industry, and compliance needs, so you get accurate, timely financials without the stress. 🔥 What I Bring to Your Business: Dual Accounting Mastery: Deep knowledge of Cash-Based Accounting, perfect for small businesses tracking income and expenses when cash moves. Expertise in Accrual-Based Accounting, recording transactions when incurred, managing accounts receivable/payable, adjusting journal entries, and ensuring financial statements reflect true business performance. Software & Tools Proficiency: QuickBooks Online & Desktop, Xero, Zoho Books, Wave, FreshBooks, Sage, I speak your software language fluently. Advanced Microsoft Excel skills, pivot tables, VLOOKUP, INDEX/MATCH, macros, financial modeling, and automation to streamline reporting and analysis. Expert-level command of Google Sheets, complex formulas, dashboards, data validation, Apps Script, and workflow automation. Full-Cycle Accounting Services: General ledger management, journal entries, month-end/year-end close Bank, credit card, and vendor/customer reconciliations Financial statement preparation (P&L, Balance Sheet, Cash Flow) Budgeting, forecasting, and ratio analysis Payroll management via Gusto, QuickBooks Payroll, ADP, and Bill(dot)com Catch-up and clean-up projects to resolve backlogs and ensure audit readiness 🌍 Proven Global Experience Since 2009, I’ve empowered over 300 clients across the USA, Canada, UK, UAE, Australia, and Pakistan, delivering timely, accurate, and actionable financials to e-commerce stores, real estate firms, SMEs, and service-based businesses. 🚀 Why Clients Trust Me ✅ Accuracy & Compliance: Always GAAP-aligned, audit-ready, and error-free books. ✅ Timely Delivery: Never miss deadlines; proactive communication is my norm. ✅ Insightful Reporting: Beyond numbers, I provide data-driven insights to help you grow. ✅ Tech-Savvy Efficiency: Automating workflows to save time and reduce errors. 📩 Ready to transform your accounting? Whether you’re starting fresh, need cleanup, or want expert ongoing support, I’m here to make your financials crystal clear and stress-free. Let’s connect and elevate your business finances today! #Bookkeeping #Accounting #QuickBooks #Xero #ZohoBooks #WaveAccounting #FinancialReports #Payroll #BankReconciliation #CatchUpBookkeeping #CleanupBookkeeping #CashBasisAccounting #AccrualBasisAccounting #EcommerceBookkeeping #RealEstateAccounting #FinancialAnalysis #TaxPreparation #UpworkFreelancer #RemoteBookkeeper #FinancialManagement #CFOServices #StartupAccounting #NonProfitAccounting #ConstructionAccounting #HealthcareAccounting

𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲𝗱 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 + 𝗖𝗹𝗲𝗮𝗻 𝗕𝗼𝗼𝗸𝘀 = 𝗛𝗶𝗴𝗵𝗲𝗿 𝗣𝗿𝗼𝗳𝗶𝘁𝘀 If your books are behind, your reports don't make sense or you're not really sure where your money is going, you're not alone. That's exactly the kind of situation I sort out for business owners every day. I've spent 17 years doing this work and the clients who get the most out of working with me are the ones who are tired of guessing. They want clean numbers, clear reports and a business that doesn't fall apart the moment they step away. QuickBooks Online is my expertise, whether you need a full year of cleanup, a migration from Xero or Wave, a fresh setup from scratch or just someone reliable handling it every month, I've done it all. I can also manage your Gusto payroll end-to-end and work hand-in-hand with CPAs when tax season comes around, so nothing slips through. The operations piece is what sets me apart from most bookkeepers. I don't just fix your numbers, I build the systems around them so your business can actually run without you being in every conversation. SOPs, onboarding flows, automations, delegation frameworks, I document and set up the stuff that's currently living in your head. What I can help you with: ✅ QuickBooks Online: Setup, Complete Cleanup & Full Cycle Bookkeeping Your QBO is a mess, years behind or was set up wrong from the start? I'll fix it and keep it clean going forward. ✅ Migration to QuickBooks Online Moving from Xero, Wave or spreadsheets; I handle the full transition without losing your data or history. ✅ Monthly P&L, Balance Sheet & Cash Flow Reports You shouldn't be running blind. I deliver clean, customized reports every month so you always know where you stand. ✅ Budget vs. Actuals Reporting See exactly where you're over or under budget, so you can make adjustments before small variances become big problems. ✅ Cash Flow Forecasting Reports Stop being surprised by slow months. I build forward-looking cash flow reports so you can plan ahead with confidence. ✅ Job & Project Profitability Reports Not sure which clients or projects are actually making you money? I break it down so you can double down on what works. ✅ Year End & Tax Ready Reports No more scrambling in Q1. I keep your books CPA ready all year so tax season is just another month. ✅ Gusto Payroll: Processing & Compliance W2s, 1099s, filings, tax deposits, handled correctly and on time, every time. ✅ Accounts Receivable & Payable Management Chasing invoices and losing track of what's owed? I put a system in place so nothing falls through the cracks. ✅ Account Reconciliation Bank, credit card, merchant accounts, all reconciled and accurate so your reports actually reflect reality. ✅ SOPs, Workflow Systems & Automation If your team relies on you for everything, that's a systems problem. I document processes and set up automations so they don't have to. ✅ Team Onboarding & Delegation Frameworks Scaling but can't let go? I build the training and handoff systems that make delegation actually work. Platforms: QuickBooks Online · Gusto · Xero (migration) · Wave (migration) · Google Sheets · Stripe · PayPal · Square Results I've delivered: 🔴 99.9% reconciliation accuracy, consistently 🔴 $150K+ in missed income recovered through audit corrections 🔴 35% reduction in overdue receivables 🔴 100% payroll compliance, no late filings, no penalties 🔴 60+ hours/month saved through streamlined workflows 🔴 $500K+ in retained revenue through process improvements 🔴 40% faster client onboarding after SOP implementation If you're tired of not knowing your numbers or knowing them but not having the time to fix them, let's talk. Send me a message and we'll figure out exactly where to start. 📩

Top 1% Upwork Expert-Vetted contractor with 100% Job Success—I help companies find and keep great people. I'm a certified HR professional with 15+ years of experience specializing in full-cycle recruiting across healthcare, retail, law, finance, warehousing, construction, and manufacturing. As a Senior Recruiting Manager, I filled hundreds of positions while increasing employee retention by 18%—because I don't just source candidates; I build hiring processes that keep them. Full-cycle talent acquisition—sourcing, screening, interviewing, making offers, and onboarding, tailored to the role and industry. Retention-focused hiring. I look past "Can they do the job?" to "Will they stay and thrive?. High-volume and niche hiring experience across healthcare, retail, legal, finance, warehouse, construction, and manufacturing sectors. ATS & HRIS fluency to keep your pipeline organized, searchable, and moving. Smooth onboarding/offboarding that sets new hires up to succeed from day one. Beyond recruiting, I bring deep HR operations expertise that many talent partners don't have—multi-state payroll (ADP, Gusto, and QuickBooks) with 100% accuracy; multi-state compliance, including California's complex regulations; benefits administration; and employee relations. Core Expertise: 💠Full-Cycle Talent Acquisition & Recruiting 💠Applicant Tracking Systems (ATS) 💠Employee Onboarding & Offboarding 💠Workforce Planning & Staffing Strategy 💠Employee Relations & Performance Management 💠HRIS Management 💠Multi-State Payroll & Tax Compliance Testimonials: Endorsements from past clients and comments from the CEO of a healthcare organization. From the CEO of Infiniti Healthcare: "Thank you for scaling up our staff. You are doing an outstanding job! I need you to know that your efforts are of great value to the LAUSD students, teachers, and our organization, who now have more COVID testers in the field. Your work is essential and powerful." "I hired Susan to help with hiring, and she was very responsive, reliable, and effective. Highly Recommend!" "I loved working with Susan! She was so on top of it; I never had to worry. She helped me out. "Susan helped us evaluate candidates for an open position in finance relating to our investments in technology, healthcare, publishing, philanthropy, and sustainability (ESG). Susan helped us in a timely and productive way and was completely responsive and communicative about all our goals. We're thankful for the help and would consider working together again the next time we need an HR partner." I appreciate your interest in my profile! Sue S.

Every business has a financial story. Sometimes that story is clear and organized. Other times, it is buried under messy books, unreconciled bank accounts, unclear expenses, payroll issues, missing records, and tax-season pressure. That is where I help. I work with U.S. business owners, individuals, and CPA firms to turn disorganized financial records into clean books, reliable reports, and tax-ready financials. My goal is to help you understand your numbers, meet deadlines, and avoid last-minute surprises. As an FCCA-qualified accountant, CPA-equivalent professional, Certified Tax Preparer, and QuickBooks ProAdvisor, Xero & Wave Advisor, I bring 11+ years of hands-on experience in U.S. bookkeeping, accounting, payroll, financial reporting, and tax preparation. Over the years, I have supported CPA firms, small businesses, corporations, partnerships, nonprofits, real estate investors, medical practices, e-commerce sellers, contractors, service businesses, and individual taxpayers across the U.S. My focus is simple: Clean books. Accurate reports. Proper tax treatment. No last-minute stress. Tax Preparation & Compliance Tax preparation should not begin with confusion. It should begin with organized books, properly reconciled accounts, and numbers that are ready for review. I help prepare accurate and compliant federal and state tax returns while reviewing income, deductions, payroll, assets, liabilities, and business activity for proper reporting. I can assist with: - Form 1120, C-Corporations - Form 1120S, S-Corporations - Form 1065, Partnerships - Form 1040, Individual Tax Returns - Schedule C, Sole Proprietors - Schedule E, Rental Real Estate - W-2 and 1099 filings - Forms 5472 and 5471 foreign-related filings - Form 990 series nonprofit filings My goal is not only to prepare the return, but to make sure the numbers behind the return are organized, supportable, and ready for review. Bookkeeping & Accounting Good bookkeeping is more than data entry. It means understanding the business, reviewing activity, identifying issues, reconciling accounts, and preparing reports that actually make sense. I can help with: - QuickBooks, Xero, Wave, and Zoho Books setup - Chart of accounts setup and cleanup - Bank and credit card reconciliations - Transaction categorization - Accounts receivable and accounts payable - Payroll processing and payroll reconciliation - Payroll tax filing support - Sales tax and 1099-K reconciliation - Inventory and COGS tracking - Loan, lease, and liability tracking - Fixed assets and depreciation schedules - Financial statement preparation - Balance Sheet and Profit & Loss cleanup - Historical cleanup and catch-up bookkeeping - Month-end and year-end closing Whether your books are current, behind, messy, or need a full cleanup, I can help bring them into proper shape for tax filing, CPA review, lender requests, or business decisions. Industries I Have Worked With Different industries have different accounting challenges. Real estate needs proper rental and depreciation tracking. E-commerce needs clean platform reconciliation. Contractors need job-related expense tracking. Medical and dental offices need accurate revenue, payroll, and operating expense reporting. I have worked with clients in: - Real estate and rental properties - E-commerce using Amazon, Shopify, Square, Etsy, Stripe, and PayPal - Construction and contracting - Automotive dealerships and repair shops - Telecom and IT services - Insurance agencies - Restaurants and food businesses - Cleaning and maintenance companies - Marketing and advertising firms - Consulting practices - Medical and dental offices - Law firms and trust accounting - Event management businesses - Nonprofit organizations - Retail, wholesale, and service businesses Software Expertise I work extensively with QuickBooks Online, QuickBooks Desktop, Xero, Wave, Zoho Books, Accounting CS, Drake, ProSeries, Lacerte, UltraTax, TaxAct, ATX, ProConnect, Microsoft Excel, and Google Sheets. I also work with Shopify, Stripe, PayPal, Square, Amazon, payroll providers, bank feeds, and payment processors to help keep accounting systems properly connected and reconciled. Why Clients Work With Me Clients choose me because I combine bookkeeping accuracy, tax preparation knowledge, and practical accounting judgment. You can expect: - FCCA-qualified accountant and CPA-equivalent professional - Certified Tax Preparer - QuickBooks ProAdvisor, Xero & Wave Advisor - 11+ years of U.S. bookkeeping, accounting, and tax experience - Experience working with 10+ CPA firms - Hundreds of tax returns prepared - Thousands of bookkeeping and cleanup projects completed - Strong GAAP, IFRS, payroll, sales tax, and multi-state compliance knowledge - Accurate, organized, and deadline-driven work - Clear communication and consistent follow-up If your books are messy, behind, or not ready for tax season, I can help clean them up and bring everything back on track.

Are you looking for a dedicated, hands on expert to take the stress out of your accounting? I provide the financial clarity you need to scale your business. As a Certified Tax Accountant with an active PTIN & EFIN and a registered NY Tax Preparer, I offer a level of compliance and professional oversight that goes far beyond basic data entry. Unlike large agencies where your project is handed off to a junior staffer, I personally handle every transaction, reconciliation, and report. When you hire me, you get my full expertise, direct communication, and 100% accountability. 🏆 Why Clients Choose Me for Bookkeeping & Tax I specialize in helping small to mid sized businesses clean up their historical data and maintain "tax ready" books year round. Whether you are behind by three months or three years, I will get you caught up and compliant. My active EFIN allows me to bridge the gap between your daily bookkeeping and final federal and state tax submissions. 🛠 My Core Expertise: Tax Preparation & Strategy: Active PTIN & EFIN holder. I prepare your Profit & Loss and Balance Sheets so they are 100% ready for tax season. I am a registered New York Tax Preparer, ensuring you never miss a deduction or a deadline. Software Mastery: Expert level proficiency in QuickBooks Online (QBO), QuickBooks Desktop, Xero, and Wave. Cleanup & Catch up: Specializing in complex account cleanups, fixing miscategorized transactions, and reconciling years of backlogs. Full Cycle Bookkeeping: Managing Accounts Payable (AP), Accounts Receivable (AR), and monthly bank/credit card reconciliations. Financial Reporting: Custom monthly reports that actually tell you where your money is going. ✅ Specialized Services Include: Setting up your Chart of Accounts in QuickBooks or Xero. Seamless migration from Excel or other platforms to cloud accounting. Payroll management and Sales Tax filings (NY, Florida DR-15, etc.). Year-end closing and coordination with your CPA. "My goal is to provide the same elite-level service as the top 1% of Upwork accountants, with the personal touch and dedication of a long-term partner." Ready to get your time back? Click the "Message" or "Hire" button for a consultation. Let’s review your current setup and create a plan to make your bookkeeping effortless. QuickBooks or Xero| QuickBooks Online (QBO), QuickBooks Desktop| Bookkeeping & Tax| QuickBooks or Xero| QuickBooks Online (QBO), QuickBooks Desktop| Bookkeeping & Tax| QuickBooks or Xero| QuickBooks Online (QBO), QuickBooks Desktop| Bookkeeping & Tax| QuickBooks or Xero| QuickBooks Online (QBO), QuickBooks Desktop| Bookkeeping & Tax|