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Hire the best Intacct Freelancers in the United States

Check out Intacct Freelancers in the United States with the skills you need for your next job.
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  • $60 hourly
    • 4.9/5
    • (53 jobs)
    Rate us 10/10 on setting up CRM and ERP. Request a Free Proposal. We'd love to hear your ideas and solve your business problems with my experience and expertise! Certifications: 🎓Technical Architect 🎓Application Architect 🎓Platform Developer I 🎓Platform Developer II 🎓Administrator 🎓Advanced Administrator 🎓Platform App Builder 🎓Service cloud consultant 🎓Sales cloud consultant 🎓Community cloud consultant 🎓Marketing Cloud Consultant 🎓Education Cloud Consultant 🎓Salesforce CPQ Specialist 🎓Pardot Specialist 🎓Sharing and Visibility Designer 🎓Apptus 201: CLM, CPQ, X-Author, Quote-to-Cash 🎓Veeva Certified Professional 🎓Microsoft Dynamics Certified Professional 🎓Sage Intacct Certified Professional 🎓NetSuite Certified Profesional ✅ Expertise ⭐ Salesforce Clouds - Sales | Service | Education | Community | Marketing | Health | Financial ⭐ Microsoft Dynamics CRM | NAVISION | 365 | Business Central | AX | Azure ⭐ SAGE - Intacct | 100 | 300 | 50 | X3 | CRM ⭐ NetSuite – Finance | Procurement | Manufacturing | Inventory | Order | Warehouse | Supply Chain | CRM ⭐ Big Data – Apache Spark | Data Engineering | Scala | Java | Python | Hive ⭐ ServiceNow – ITSM | ITOM | ITBM ⭐ DevOps | AWS | Jenkins ⭐ Analytics – Power Bi | Tableau | Oracle Bi | QlikView | Splunk | Sisense | ⭐ Web Technologies - PHP | Codeigniter | WordPress | Laravel | Node.Js | Angular.Js | React.Js | .NET ⭐ iPaas Middleware - DellBoomi | Mulesoft | Jitterbit | Zapier | Workato | Celigo ⭐ CPQ -Salesforce | Apttus | Oracle ⭐ Apttus – CPQ | CLM | X-Author | Billing and Order Management Need someone to work with you part-time or full-time? Why not plan to hire Dedicated Resource for the following services for any of the technology listed above! (1) Admin Services (2) Development Service (3) Integration Service (4) Implementation Specialist (5) Support Service (6) Testing Services Remember: What I promise...I Deliver!!
    Featured Skill Intacct
    Shopify Apps
    Shopify Plus
    Oracle NetSuite
    Salesforce CRM
    Pardot Development
    ServiceNow
    Marketing Automation
    Dell Boomi
    Node.js
    Salesforce Marketing Cloud
    Pardot
    Marketo
    Microsoft Power BI
    Sage Intacct
    Microsoft Dynamics 365
  • $50 hourly
    • 4.5/5
    • (117 jobs)
    Hi there! I’m Asad Khan—An experienced Financial Consultant who can help you achieve your business goals. Founder for FixIT Consul-Tech, leading a team of experienced and qualified professionals who provide a comprehensive range of accounting, taxation, and financial consultancy services to businesses of all sizes. Highlights: ➜ 2000+ hours worked on Upwork ➜ 100% Job Success Rate ➜ Top-Rated Plus ➜ $50k+ Earning Expertise: • Accounting • Bookkeeping • Accounting Software Migration • Financial Planning • Business Analysis • Valuations • Budgeting • Forecasting • Tax Accounting • Sec Reporting • Financial Reporting • Accounts Receivable Management • Internal Audit • Sox Compliance. Businesses in the USA face a plethora of challenges in today's fast-paced and ever-changing market. That's why I take a personalized approach to each project. Tools I use: QuickBooks, Xero, Sage Intacct, Netsuite, and Excel. Let’s work together to help your business succeed!
    Featured Skill Intacct
    Buildium
    AppFolio
    Accounts Receivable Management
    Accounts Payable Management
    Xero
    Wave Accounting
    QuickBooks Online
    Accounting
    Intuit QuickBooks
    Bookkeeping
    Sage Intacct
    Oracle NetSuite
    Financial Report
    Bank Reconciliation
    Account Reconciliation
  • $75 hourly
    • 5.0/5
    • (4 jobs)
    PROFESSIONAL SUMMARY Dedicated CPA with over 19 years of extensive experience in doing full financial statement preparation and review, developing and implementing financial systems, analyzing key performance indicators, budgeting, forecasting and developing strategies, processes and controls that significantly improve operations. HIGHLIGHTS * Solid experience in accounting and strategic planning for organization growth. * Expert in establishing accounting functions, systems, internal controls and best practices. * Developed budgeting and forecasting * Financial report development with the purpose of driving positive results and revealing opportunities for cost reduction and continuous improvements. * Experience in building multi-departmental teams to work collaboratively across the company to improve efficiencies. * Maintain relationships with banking, investors and CPA partnerships ACCOMPLISHMENTS • Designed financial reporting, dashboards, and systems to provide and track key performance. • Re-designed the billing system to ensure efficiencies, collectability on accounts and delivery of invoices. • Implemented a budget system that simplifies the budgeting process and provides real time budget vs actual reporting. • Developed a forecasting model to predict year-end results and assist in spending strategies. • Designed Cash forecast models that have been implemented at three different companies. • Presented on Internal Controls at the National Level.
    Featured Skill Intacct
    Accounting
    Financial Report
    Accounts Receivable
    Cash Flow Statement
    Intuit QuickBooks
    Accounting Basics
    Financial Reporting
    Salesforce
    Accounts Receivable Management
    Sage Intacct
    Accounting Software
    Bookkeeping
    Financial Statement
    Transaction Processing
  • $60 hourly
    • 4.8/5
    • (48 jobs)
    As a Chartered Accountant (CA), CPA, BBA graduate, and Certified QuickBooks ProAdvisor with over 18 years of experience, I bring extensive expertise in accounting and finance. My primary area of expertise is in NetSuite implementation, where I have substantial experience. I am an advanced user of QuickBooks Products, Xero, Waves Accounting, Peachtree, GnuCash, and Odoo. I am also proficient in Microsoft Excel and platforms like Amazon FBA, Shopify, eBay, Expensify, A2X, UnaNet, Hubdoc, Hubstaff, Google Drive, and various inventory management tools. I keep updating my productivity tech stack regularly. Currently, using ClickUp, Monday.com, Asana, miro, and Slack for communication. My core competencies include: - Expertise in NetSuite implementation, tailoring solutions to business needs. - Financial analysis, modeling, forecasting, budgeting, reporting, bookkeeping, and project accounting. - Seamless integration of accounting systems like QuickBooks & Xero with various platforms. - Proficient use of Microsoft Excel for solving complex accounting issues. - Effective use of Google Sheets for collaborative work. - Handling diverse US tax assignments for various entities. - Formulating comprehensive policies for Accounting, Admin, HR, and Management. I am known for my reliability, promptness, quick learning ability, meticulousness, and unwavering commitment to integrity. My focus is always on fully realizing your objectives, with complete customer satisfaction as my end goal.
    Featured Skill Intacct
    Sage Intacct
    CPA
    Bookkeeping
    Financial Reporting
    Financial Analysis
    Business Plan
    Financial Accounting
    Oracle NetSuite
    Budget Management
    Microsoft Excel
    Intuit QuickBooks
  • $100 hourly
    • 5.0/5
    • (16 jobs)
    I graduated Summa Cum Laude with Institutional Honors with a Bachelor of Business Administration in Accounting degree. I have 7 years of experience at a public accounting firm and hold an active Certified Public Accountant (CPA) License. I also have 4 years of experience as a Controller at a large nonprofit organization. Public accounting experience: Assurance manager with experience performing, supervising, and reviewing audit, review, compilation, agreed upon procedure, Single Audit compliance, and employee benefit plan engagements within the nonprofit, healthcare, and manufacturing industries. I also have experience working with clients of varying sizes on projects including: - Compiling Financial Statements - Assisting with account reconciliations, posting journal entries, data entry, and managing covenant calculations - Maintaining fixed asset records - Designing and implementing internal controls - Creating useful spreadsheets for data analysis Controller experience: - Performing account reconciliations - Completing close process each month - Producing monthly reports: Balance Sheet, P&L, budget to actual analysis - Posting, reviewing, and approving journal entries - Reviewing and authorizing accounts payable transactions - Creating a multi-department annual budget - Developing templates to automate processes - Assisting with processing payroll - Applying for PPP Loan forgiveness - Overseeing annual audit - Compiling annual Financial Statements I have extensive training and experience with Microsoft Office programs, including Excel, Access, Teams, SharePoint, Word, and PowerPoint. I also have experience with many other software applications such as QuickBooks (desktop and online), Sage Intacct, TValue, CaseWare IDEA, CaseWare Working Papers, and ProFx Engagement.
    Featured Skill Intacct
    Financial Audit
    Financial Accounting
    Chart of Accounts
    GAAP
    CPA
    Sage Intacct
    Bookkeeping
    Data Analysis
    Financial Reporting
    Financial Analysis
    Intuit QuickBooks
    Data Entry
    Microsoft Excel
  • $125 hourly
    • 5.0/5
    • (27 jobs)
    I am a Certified Public Accountant (CPA) licensed by the California State Board. I am experienced with all aspects of financial reporting, tax and audit, US GAAP reporting, federal contracts cost accounting and reporting. I have over 18 years of experience at public and private companies, including high growth FinTech, Software, HealthTech, BioTech/Pharma, where I had various hands-on and manager level roles. I am authorized to practice before the IRS and state tax agencies. I can prepare and e-file your returns or resolve any notices and problems. I specialize in the new CARES Act relief, the ERC Employee Retention Tax Credit / ERTC / claims to the IRS for businesses which suffered due to the pandemic downturn. I am experienced tax professionals, who is dedicated to providing my clients with the most up-to-date and accurate tax advice. I understand the complexities of the tax code and the importance of minimizing tax liabilities while ensuring compliance with all applicable laws and regulations. My goal is to provide my clients with the peace of mind that comes from knowing that their taxes are in good hands. The services I am offering include the following: -Tax planning: I will work with you to develop a tax plan that takes into account the company's unique circumstances and goals. This plan will help minimize the company's tax liabilities while ensuring compliance with all applicable laws and regulations. -Tax preparation: I will prepare all necessary federal, state, and local tax returns for my client. I will ensure that all returns are filed accurately and on time to avoid any penalties or interest charges. -Tax representation: If you are audited or receive a tax notice, I will represent the company in all dealings with the tax authorities. I will handle all negotiations and communications with the tax authorities on the company's behalf, ensuring that the best outcome is achieved for the company.
    Featured Skill Intacct
    Financial Modeling
    Xero
    Sage Intacct
    International Financial Reporting Standards
    Bookkeeping
    CPA
    Certified Tax Preparer
    Financial Reporting
    GAAP
    SAP
    Financial Audit
    Payroll Accounting
    Intuit QuickBooks
  • $25 hourly
    • 4.5/5
    • (13 jobs)
    🌟 YEARS of EXPERIENCE in Virtual and In-Person Bookkeeping & Administrative Support ✅ AVAILABLE NOW to help streamline your business finances and operations 🌟 EXCEL BLACK BELT CERTIFIED I offer a full suite of virtual assistance and business setup services to help streamline daily operations and support growth for businesses at any stage. With expertise in setting up domain emails, password manager, organizing shared drives, and establishing effective Slack or Teams channels, I help teams start strong with organized, scalable processes. I also provide top-notch bookkeeping services, including accurate financial tracking, reporting, and category management. My goal is to help businesses run smoothly and efficiently, allowing leaders to focus on their growth and strategy. Let’s build the backbone of your business together! I specialize in bookkeeping, accounting support, and Excel-driven data analysis and reporting. My certification in Excel ensures you get clear, precise financial insights. Alongside my virtual assistance skills, I can help organize both your business and personal life—from managing finances to keeping things running smoothly behind the scenes. *📊 Excel Expertise: Certified Excel Specialist with a knack for turning raw data into actionable insights. I make spreadsheets functional and visually appealing to keep your books organized. *📋 Bookkeeping Specialist: QuickBooks Certified & skilled in managing A/R, reconciliations, and payroll. I've provided expert accounting support to over 1,000 members and clients in previous roles. *💬 Customer Care & Financial Communication: Experienced in liaising with clients, handling financial inquiries, and ensuring smooth operations with attention to detail and accuracy. *📅 Administrative Support: From email responses and task management to meeting note-taking and calendar coordination, I keep everything on track so you can focus on what matters most. I am excited about the opportunity to contribute to you and your team. Please let me help take some weight off of you and help you focus on what you really want to do.
    Featured Skill Intacct
    Financial Accounting
    Intuit QuickBooks
    Wave Accounting
    Scheduling
    LinkedIn Development
    Google Sheets Automation
    Administrative Support
    Sage Intacct
    Freshdesk
    Ticketing System
    Bookkeeping
    Data Management
    Google Sheets
    Data Entry
    Microsoft Excel
  • $265 hourly
    • 4.8/5
    • (2 jobs)
    Miles is an experienced software implementation leader with strong analytical skills and a passion for understanding the people behind the process. He has a strong track record of success in business process engineering, client relationship management, and solution architecture. His specialties include communicating technical concepts to non-technical audiences, anticipating customer needs, performing in high-pressure situations, and creating quality written deliverables. Miles has spent his career working within and then building from scratch implementation practices for cloud-based ERPs, specifically Sage Intacct and FinancialForce (built on the Salesforce.com platform). Over the years, he has worn every hat within an implementation / consulting practice, but his specialty has always been in solution design and execution. Miles sits on the highly technical side of functional consulting but leans on technical partners for most custom development work. Process and related technology areas in which Miles specializes include: quote to cash, purchase to pay, revenue recognition, financial reporting, time & expense management, project accounting, multi-currency accounting / global consolidations, integrations, data visualization/dashboards, and KPI / OKR definition and measurement.
    Featured Skill Intacct
    Inventory Management
    XML Web Services
    Healthcare
    Construction
    Expense Reporting
    Purchase Orders
    SaaS
    Timesheet
    Financial Reporting
    Revenue Cycle Management
    Sage Intacct
    Project Accounting
    Salesforce
    API Integration
    SQL
  • $60 hourly
    • 5.0/5
    • (3 jobs)
    Not your average bookkeeper! With a Masters Degree in Accounting, Notary, and over 20 years of various industry knowledge, I offer unsurpassed service and performance with a professional attitude and provide 24/7 services to small businesses and professionals so they can focus on their clients or craft and leave the finances to me. I am known for my hard work, reliability, and accuracy in my field and look forward to working with new clients, both start ups and well established businesses.
    Featured Skill Intacct
    Sage Intacct
    QuickBooks Online
    Startup Company
    Forecasting
    Budget Planning
    Cost Accounting
    Data Analysis
    Sales Tax
    Financial Reporting
    Journal Entries
    Bookkeeping
    Accounting
    Month-End Close Assistance
    Accounts Receivable
    Accounts Payable
  • $60 hourly
    • 4.9/5
    • (7 jobs)
    I am a New York based Certified Public Accountant with substantial public accounting experience providing outsourced bookkeeping & accounting, and advisory services to entrepreneurs and closely held businesses in diverse industries. My services are highly personalized and tailored specifically for each of my clients. I look forward to connecting with you and bringing value to your business and finances.
    Featured Skill Intacct
    QuickBooks Online
    Xero
    Bookkeeping
    Sage Intacct
    Accounts Receivable
    Accounts Payable
    Account Reconciliation
  • $75 hourly
    • 5.0/5
    • (4 jobs)
    🏋️‍♀️I am a highly experienced professional with a strong background in utilizing and implementing Monday.com, a versatile work management, CRM & Project management system, for over 4 years. ✅ My journey with Monday.com has been multifaceted, encompassing both user and implementation perspectives. As a dedicated user, I have seamlessly integrated Monday.com into my daily workflow, leveraging its robust features to enhance collaboration, project management, and overall productivity. 3 years ago, as the Warehouse Operations Manager, I was able to implement Monday.com into our 3PL warehouse🏢, managing 10,000 sq ft and over 1 million dollars💰 in inventory. We implemented Monday.com to manage our day to day tasks, projects, forms for fulfillment intake as well as onboarding & vetting new products onto our Shopify store that did over $100k💰 a month. In addition to being a proficient user, I have also applied my expertise as a freelancer to implement Monday.com for various clients across diverse industries. This hands-on experience has provided me with a deep understanding of the platform's customization capabilities and adaptability to different business needs. My role as a freelancer involved tailoring Monday.com to meet specific project requirements, optimizing workflows, and ensuring seamless communication and task management. Also the proud CEO and CO-Founder the LLC, Wild 6 that provides Monday.com, workflow process & system implementation.
    Featured Skill Intacct
    Project Workflows
    Digital Project Management
    Inventory Management
    CRM Automation
    CRM Software
    Sage Intacct
    Shopify
    Shipping & Order Fulfillment Software
    Ecommerce
    Microsoft Office
    Warehouse Management
    Project Management
    Remote Management Software
    Project Management Software
  • $45 hourly
    • 5.0/5
    • (1 job)
    I am a financial professional who specializes in managing an organization's financial records. From daily tasks like accurately recording transactions, reconciling bank statements, producing financial reports, to compliance with tax laws and regulations. With my strong organizational, mathematical, and computer skills, I am able to keep track of all financial transactions and provide clients with accurate financial information. My attention to detail and ability to work independently make me an asset to any business. I take pride in playing a crucial role in maintaining the financial health of my clients, and I am committed to providing reliable and trustworthy bookkeeping services.
    Featured Skill Intacct
    Accounting
    Accounts Payable Management
    Bookkeeping
    Accounting Software
    Microsoft Excel
    Sage Intacct
    Intuit QuickBooks
    Accounting Basics
    Accounts Payable
  • $65 hourly
    • 5.0/5
    • (5 jobs)
    With over 7 years of dedicated experience in the dynamic world of hyper-growth SaaS, I bring a proven track record in revenue accounting and systems implementation to the table. My expertise spans various platforms, including Sage Intacct, Zuora, Salesforce, and SF CPQ/Billing modules. I have played a pivotal role in implementing and optimizing billing, revenue recognition, and revenue/sales operations processes, ensuring the most efficient revenue recognition while adhering to the rigorous ASC605 and ASC606 standards. Additionally, I have collaborated with Big 4 audit firms for annual financial audits and demonstrated a strong commitment to compliance with various accounting standards. I am an expert in the Order to Cash (O2C) process and can help you minimize downstream issues due to inefficiencies in your processes. Let me help your SaaS enterprise navigate the intricacies of revenue accounting and compliance, ensuring financial stability and growth in the competitive landscape.
    Featured Skill Intacct
    SaaS
    Salesforce CRM
    Google Sheets
    Salesforce
    Data Table
    Microsoft Office
    Sage Intacct
    Financial Statement
    Spreadsheet Software
    Microsoft Excel
    Financial Audit
    Accounts Receivable
    Invoicing
    Intuit QuickBooks
  • $115 hourly
    • 5.0/5
    • (4 jobs)
    EXECUTIVE SUMMARY Financial executive and CPA with 30 years' experience helping businesses and organizations grow and execute vision through financial leadership. Extensive experience in financial reporting, accounting, planning and analysis, budgeting, forecasting, systems evaluation and implementation, treasury management, M&A due diligence, and capital budgeting. Skilled in structuring and negotiating financial transactions (including mortgages, revolving lines of credit, leases, and commercial card programs) with commercial banks and financial service providers. Proficient in written and verbal communication with experience documenting policies and procedures, writing financial statement disclosures, composing press releases, presiding over business meetings, preparing and giving financial presentations, teaching and public speaking.
    Featured Skill Intacct
    Public Speaking
    Sage Intacct
    Payroll Accounting
    Human Resources Compliance
    Financial Accounting
    Financial Analysis
    Forecasting
    Budget
    Microsoft Excel
    Shopify
    QuickBooks Online
    Finance
    CPA
    Presentations
  • $32 hourly
    • 5.0/5
    • (1 job)
    Hello, My name is Samuel and I am an accountant that specializes in the financial aspects of a business. I have had an extensive career in accounting for small to mid-sized-business as well as (not)for-profit accounting. I am proficient in using accounting software such as QuickBooks and Sage Intacct. I am passionate about helping businesses maintain accurate financial records and providing them with the insights they need to make informed financial decisions. As a freelance bookkeeper, some of the key skills and expertise I can offer include: 1. Bookkeeping Software: Proficiency in using popular bookkeeping software such as QuickBooks, to efficiently manage and reconcile financial transactions. 2. Financial reporting: Preparing financial reports such as balance sheets, income statements, and cash flow statements to help business owners understand their financial performance and make informed decisions. 3. Accounts payable and receivable: Managing accounts payable and accounts receivable functions to ensure that vendors and customers are paid accurately and on time. 4. Bank reconciliation: Ensuring that bank and credit card statements are reconciled accurately and on time, and investigating any discrepancies or errors. 6. Attention to detail: Pay attention to the details of financial records and identify potential discrepancies, errors, or omissions that need to be corrected. 7. Communication: Communicating effectively with clients, team members, and other stakeholders, to ensure that financial information is conveyed accurately and clearly. By leveraging these skills and expertise, I can help businesses maintain accurate financial records, make informed decisions, and achieve their financial goals. Thank you for considering me for your bookkeeping needs.
    Featured Skill Intacct
    QuickBooks Online
    Sage Intacct
    Bookkeeping
    GAAP
    Accounting
    Microsoft Excel
  • $55 hourly
    • 5.0/5
    • (8 jobs)
    Dedicated to ensuring 5-star outcomes in CRM and ERP implementation projects. A 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿𝗲𝗱 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 with presence in the US, and India locations. Proven track record of delivering successful implementation of leading enterprise solutions like Salesforce, Microsoft Dynamics 365, Oracle NetSuite, SharePoint, Sage, ServiceNow, SAP etc. 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗠𝗼𝗱𝗲𝗹𝘀 𝘁𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝘁𝗼 𝗱𝗶𝘃𝗲𝗿𝘀𝗲 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 - 1. Hourly Pricing Model 2. Monthly Retainer Model for long-term associations 3. Milestone-based Model ⭐️ 𝐓𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 ⭐️ ✔️ Salesforce Clouds ➡ Sales | Service | Marketing | Community | Field Service | Health | CPQ ✔️ Microsoft Dynamics ➡ CRM | Business Central | Finance & Operations ✔️ Office 365 | SharePoint Consulting | Power Platform ✔️ SAGE ➡ Intacct | 100 | 300 | X3 ✔️ NetSuite ➡ Finance | Manufacturing | Inventory | Order | Warehouse | Supply Chain | CRM ✔️ Data Visualization ➡ Power Bi | Tableau | Oracle BI | Splunk | Sisense | ✔️ Web Technologies ➡ PHP | Java | Node Js | Angular Js | React Js | .NET ✔️ iPaaS/Integration Support ➡ Dell Boomi | Mulesoft | Jitterbit | Zapier | Workato | Celigo ✔️ CPQ -Salesforce ➡ Apttus | Oracle ✔️ ServiceNow ➡ ITSM | ITOM | ITAM | HRSD | Incident Management | Problem Management | Change Management | Service Catalog | Custom Workflows | SLAs | Reporting | Access Control | Scripting | Email Notifications | Integration | Client Interaction ✔️ Database Management➡ Secure System Backup | System Recovery | Email Servers/Exchange ✔️ Azure ➡ Azure Data Factory | Azure Storages | Azure SQL Managed Instance | Azure DevOps ✔️ SAP ➡ SAP S/4HANA | SAP ERP | SAP Business One | SAP Fiori | SAP Optipro ✔️ Network Administration ➡ System Networking | Firewalls/Security | Remote Access/VPN ✔️ Repair Service ➡ System Upgrades | Software Installation| System Bugs 🎓Certifications 🎓 🔝Marketing Automation 🥇Marketo Certified Associate 🥇Certified Pardot Specialist 🔝Microsoft Dynamics 🥇Microsoft Dynamics 365 Sales 🥇Certified Professional in Microsoft Dynamics D365 Finance 🥇Microsoft Certified Dynamics 365 Business Central Functional 🔝Salesforce 🥇Salesforce Certified Marketing Cloud Administrator 🥇Salesforce Marketing Cloud Email Specialist 🥇Salesforce Certified Administrator (SCA) 🥇Salesforce Certified Platform App Builder Certification 🥇Salesforce Certified Community Cloud Consultant Certification 🥇Salesforce certified JavaScript Developer 🥇Salesforce CRM Administrator 🥇Apttus CPQ Certification 🥇Salesforce Certified CPQ Expert 🥇Salesforce App Builder 🥇Apttus Quote-To-Cash 🥇Salesforce Platform Developer I 🥇Salesforce Platform Developer II 🥇Einstein Analytics Data Preparation Specialist 🥇Einstein Analytics and Discovery Insights Specialist 🥇Salesforce Certified Einstein Analytics and Discovery We have successfully completed over 500 technology projects for various industries, including manufacturing, supply chain, sales, non-profit, government, IT, and others. Let's collaborate on your next project and achieve success together! ✍✉Send me an invite for a no-obligation consultation
    Featured Skill Intacct
    SAP
    ServiceNow
    Workato
    Microsoft Dynamics CRM
    Sage Intacct
    Web Development
    Oracle NetSuite
    Microsoft Power Automate
    Microsoft Power BI
    Microsoft PowerApps
    Microsoft SharePoint
    Microsoft Dynamics 365
    Pardot
    Salesforce Marketing Cloud
    Salesforce
  • $75 hourly
    • 5.0/5
    • (1 job)
    Experience accountant and financial systems administrator. Sage Intacct end user (9 years) with three successful implementations.
    Featured Skill Intacct
    Nonprofit
    QuickBooks Online
    Sage Intacct
    ERP Software
    Management Consulting
    Bookkeeping
    Accounting Basics
    Accounting
  • $200 hourly
    • 5.0/5
    • (3 jobs)
    I help founders and lean teams stay liquid, investor-ready, and systemized — without the cost of a full-time CFO. I work with lean teams to bring structure, clarity, and momentum to their finances. Whether you’re cleaning up your books, preparing for funding, or finally tackling spreadsheet chaos, I bring two decades of real-world experience to help you move forward with confidence. I’m Bryan Wakefield, a Fractional CFO and former SVP of FP&A, with deep expertise in financial modeling, reporting, system implementation, and process design. My approach blends hands-on support with executive-level strategy — always tailored to your stage and goals. ✅ What I Deliver 📌 Financial clarity — Understand your numbers, your options, and your path ⚙️ Systems that scale — From QuickBooks to NetSuite and beyond 📈 Models and reports — For investors, lenders, and internal visibility 💵 Cash flow & margin planning — Stay in control, avoid surprises 🤖 Smarter workflows — Reduce manual work with AI and automation 🧭 Real guidance — No fluff, no jargon — just a partner who’s done it before 📊 Financial Reporting & Forecasting Turn raw data into board-ready insights that drive better decisions. 💵 Cash Flow Management & Liquidity Planning Avoid surprises, plan ahead, and stay in control of your runway. 🧰 System Setup & Optimization From QuickBooks to NetSuite, I implement finance systems that scale. (For teams evaluating the new Intuit Enterprise Suite (IES), I also maintain a specialized profile focused on rollout planning and implementation strategy.) 📈 Funding Prep & Strategic Modeling Investor-ready models, decks, and financial narratives that build trust. 🤖 Smarter Workflows I help reduce manual work with targeted automation and AI. (For teams exploring broader AI use, I maintain a separate profile focused on workflow design and adoption.) 🔹 Clean Energy Startup – Led international finance ops, implemented NetSuite + budgeting, and launched audit readiness across the US, UK, Romania, and Poland. 🔹 GovTech Firm – Rebuilt the FP&A function and financial model to support a successful exit, including internal prep for Quality of Earnings and board-level reporting. 🔹 SaaS Company – Rebuilt revenue recognition workflows, introduced SaaS metrics, and reduced Excel dependency by 80%. 🔹 Bootstrapped Entrepreneur – Became both financial strategist and sounding board — bringing clarity and momentum others wouldn’t. 🧩 How This Profile Fits Into My Practice I run three focused consulting lanes here on Upwork — each one built to deliver results, not fluff: 📌 Fractional CFO & Financial Modeling — ← you're here 🧾 Intuit Enterprise Suite (IES) — Systems Strategy & Implementation Planning 🧠 AI Systems Strategy & Workflow Design — Use Case Mapping, Prompt Design & Automation Each profile is focused, actionable, and designed to support your next step — wherever you’re headed. 📞 Want to Talk? Book a $75 consult to explore financial strategy, system planning, or investor prep. 🛠️ Prefer a Fixed Scope? I’ve published a few predefined projects to get started quickly: • 🧠 Your First Real AI Use Cases, Mapped Out • 🧾 Intuit Enterprise Suite (IES) Rollout Strategy (More deliverables coming soon — including financial models and investor-ready plans.) 📩 Or just send a message — I’ll meet you where you are and help you build what’s next.
    Featured Skill Intacct
    Sage Intacct
    Oracle NetSuite
    QuickBooks Online
    AI Implementation
    AI Consulting
    Lean Startup
    Business Valuation
    Business Planning & Strategy
    Startup Consulting
    Budget
    Financial Reporting
    Forecasting
    Financial Analysis & Valuation
    Cash Flow Analysis
    Financial Modeling
  • $150 hourly
    • 5.0/5
    • (24 jobs)
    Lise has more than 20 years' experience overseeing the financial operations of organizations. She is a nonprofit management guru. Additionally, she is the sole proprietor of a financial services business providing accounts payable, accounts receivable, G/L maintenance, financial planning, various financial reporting schedules, and full-cycle accounting. She has more than 10 years' experience using QuickBooks, Xero, FreshBooks, Microsoft Dynamics (Great Plains) and PeachTree/SAGE. She is very professional, accurate and prompt in deliverables. She can provide the help that you need, at a negotiable rate. She is SHRM-CP certified for Human Resource jobs and is an accountant. She holds an MBA in Finance & Management. She has non-profit experience.
    Featured Skill Intacct
    Accounting Principles & Practices
    Business Operations
    Financial Planning
    Strategic Plan
    Sage Intacct
    Accounts Receivable Management
    Financial Reporting
    Human Resource Management
    Accounts Payable Management
    Intuit QuickBooks
    Bank Reconciliation
    GAAP
  • $100 hourly
    • 5.0/5
    • (3 jobs)
    I work with business owners and executives to provide timely financial reporting, streamline operations, obtain funding, design processes, document procedures, develop org charts with responsibilities. Deliverables include business plans, strategic plans, EOS facilitation and accountability tools. My career experience has been assessing situations, creating plans for solutions, implementing the plans, managing team members and reporting on results. My mission is to help make businesses profitable and rely less on its owners so they can manage and grow the business.
    Featured Skill Intacct
    Lean Startup
    Sage Intacct
    Financial Management
    EOS
    Human Resources Strategy
    Leadership Development
    Financial Analysis
    Business Process Modeling
    Business Coaching
    Strategic Plan
  • $50 hourly
    • 0.0/5
    • (0 jobs)
    Finance and Operations Leader with 20 years of expertise in financial cleanup, new accounting system implementation, and annual and monthly accounting close functions. New to UpWork, I'm providing a reduced rate of $50/hour for new clients seeking project-based assistance, through April 2025. * Proven success in driving the full finance function, from implementing accounting systems and financial control processes to budgeting, forecasting and reporting * Specialize in urgent clean-up and audit projects for businesses, along with implementation of ongoing best practices. * Strong interpersonal and leadership skills, working effectively with CEO, senior management, and department managers as a trusted finance partner * Strategic and tactical approach, with ability to work effectively in both the day-to-day operations and long-term planning
    Featured Skill Intacct
    Accounting
    Bookkeeping
    GAAP
    Audition Preparation
    Month-End Close Assistance
    Financial Statement
    Sage Intacct
    Cash Flow Analysis
    Budget Planning
    Account Reconciliation
    Accounting Software
    Financial Report
    Intuit QuickBooks
    Financial Reporting
    SaaS
  • $150 hourly
    • 0.0/5
    • (0 jobs)
    30 years experience in Information Technology Solutions (Accounting, CRM and ERPs), Network Security, Software Development, Marketing and Sales. C-suite leadership experience since 2008. I strive to bring value, organization, passion, and fun to any project or organization I am involved with. I believe in connecting in a real way, and removing the barriers that prevent success. How can I help you? Let's talk. Currently seeking new clients for marketing initiatives, especially voice-over and content creation work.
    Featured Skill Intacct
    Computing & Networking
    CRM Automation
    SaaS
    Software Development
    Sage 300
    Sage CRE
    Voice-Over
    Business Analysis
    SQL Programming
    Accounting Software
    CRM Software
    Voice-Over Recording
    Tech & IT
    Sage Intacct
    Sage
  • $50 hourly
    • 0.0/5
    • (0 jobs)
    Bring over a decade of progressive experience in accounting and financial management across diverse industries. As a Sr Director of Accounting & Finance, I've demonstrated expertise in leading accounting clean-up projects, managing multi-entity consolidations, and overseeing comprehensive audits. I also excel in strategic planning, process improvement, and team leadership, with a proven track record in enhancing financial reporting, compliance, and operational efficiency. My leadership extends to spearheading system integrations and migrations, notably with QuickBooks and Salesforce, which streamlined accounting processes and improved data accuracy. FP&A * GAAP Accounting * IFRS Accounting * SaaS, SAP, ERP * Due Diligence * Audit * AP/AR * Cloud Computing * Financial Statements * Percentage-of-Completion * Revenue Recognition * Business Process Improvement * Corporate Finance * Strategic Planning * M&A Mergers Acquisition * KPI * Technology * Consolidations * Cost Accounting * Internal Controls *
    Featured Skill Intacct
    Accounting Tools Setup
    Financial Statement
    Xero
    Cloud Computing
    SaaS
    Stripe
    Salesforce CRM
    Finance & Accounting
    Budgeting & Forecasting Software
    Financial Modeling
    Sage Intacct
    Data Integration
    Financial Audit
    GAAP
    Intuit QuickBooks
  • $75 hourly
    • 0.0/5
    • (1 job)
    Efficient, disciplined, resourceful certified public accountant with over 16 years of experience with large and small companies. Excellent breadth and depth of knowledge of account reconciliations, process improvement, and financial reporting. Proven ability to adapt to change easily. Operates with strict adherence to US GAAP and corporate policies.
    Featured Skill Intacct
    Time Management
    Sage Intacct
    Process Improvement
    Capital Expenditure
    Process Documentation
    Microsoft Dynamics 365
    Balance Sheet
    GAAP
    Financial Variance Analysis
    Account Reconciliation
    Sage
    Month-End Close Assistance
    Microsoft Excel
    SAP
    Intuit QuickBooks
  • $125 hourly
    • 0.0/5
    • (1 job)
    As a seasoned financial executive with over 25 years of experience in accounting, operations, and business strategy, my expertise as a fractional CFO brings a unique outside perspective to the table, helping businesses maximize their resources and potential. My specialty lies in evaluating existing accounting/ERP systems and determining if it is still meeting the needs of the organization or selecting a new platform to help them reach their goals. Throughout my career, I've held senior leadership positions at large public companies, and mid-size and small privately held organizations. This mix of client size leave me uniquely positioned to help your company scale up to the next level. My academic qualifications include an accounting degree from Ferris State University and a registered CPA. I'm passionate about helping businesses achieve their full potential.
    Featured Skill Intacct
    Strategic Plan
    Report Writing
    Process Improvement
    Financial Reporting
    Sage Intacct
    Financial Statement
    Accounting Software
    Accounting
  • $32 hourly
    • 0.0/5
    • (0 jobs)
    Detail-oriented and highly skilled bookkeeping professional with extensive experience in managing accounts payable, accounts receivable, and payroll across various industries. Additional work history at Linkedin.
    Featured Skill Intacct
    Data Cleaning
    Sage Intacct
    Sage 50 Accounting
    QuickBooks Enterprise
    QuickBooks Online
    Light Bookkeeping
    Accounting Basics
    Accounting
    Journal Entries
    Invoicing
    Payroll Accounting
    Bank Reconciliation
    Accounts Payable
    Accounts Receivable
    Bookkeeping
  • $35 hourly
    • 0.0/5
    • (0 jobs)
    I am an experienced financial Accountant. I have worked and consulted for medical, manufacturing, distribution, insurance, retail, banking and more. I have utilized accounting ERP softwares such as Netsuite, Sage Intacct, Sage 100, Oracle, and more. I have worked extensively with general ledger accounts.
    Featured Skill Intacct
    Accounts Payable Management
    ERP Software
    Sage Intacct
    Accounts Receivable Management
    Microsoft Office
    Journal Entries
    Spreadsheet Software
    Intuit QuickBooks
    General Ledger
    Financial Report
    Accounts Receivable
    Accounts Payable
    Balance Sheet
    Oracle NetSuite
    Accounting
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