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💼 𝐑𝐞𝐥𝐢𝐚𝐛𝐥𝐞 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐏𝐚𝐫𝐭𝐧𝐞𝐫 𝐟𝐨𝐫 𝐔.𝐒. & 𝐂𝐚𝐧𝐚𝐝𝐚 | 𝟏𝟎+ 𝐘𝐞𝐚𝐫𝐬 𝐢𝐧 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠, 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 & 𝐕𝐀 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 Helping businesses simplify accounting, streamline operations, and stay 100% compliant Hello! I'm highly dedicated 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭, 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫, 𝐚𝐧𝐝 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐀𝐬𝐬𝐢𝐬𝐭𝐚𝐧𝐭 with over 𝟏𝟎 𝐲𝐞𝐚𝐫𝐬 of professional experience serving 𝐔.𝐒. 𝐚𝐧𝐝 𝐂𝐚𝐧𝐚𝐝𝐢𝐚𝐧 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬. I’ve successfully completed 𝟏𝟎𝟎+ full-cycle accounting and bookkeeping projects while working at 𝐒𝐑𝐈 𝐑𝐀𝐌 𝐆𝐋𝐎𝐁𝐀𝐋 𝐏𝐂, and now I’m bringing my high-impact expertise to the Upwork platform. Whether you're a startup, small business, CPA firm, or entrepreneur, I’m here to deliver accurate books, efficient workflows, and actionable financial clarity — tailored to your unique business needs. ✅ 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐈 𝐎𝐟𝐟𝐞𝐫 📊 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 & 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 Financial Reports: Income Statement, Balance Sheet, Cash Flow Account Reconciliation & Internal Controls Budget Planning & Financial Projections Invoicing, Order Management, and Payroll Accounting Chart of Accounts Setup & Month-End Close Assistance Audit Preparation & Financial Variance Analysis General Ledger, Accounts Payable & Receivable Compliance with GAAP and International Accounting Standards Daily Deposits & Cash Flow Monitoring Support for QuickBooks Clean-up, Setup, and Automation Tax Return Filing (U.S. & Canada) 🧾 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐀𝐬𝐬𝐢𝐬𝐭𝐚𝐧𝐜𝐞 File Management & Corporate Maintenance Drafting Correspondence & Presentations Meeting Agendas & Business Reports Staff Scheduling & Travel Coordination Data Entry, Record Keeping, and Email Communication Spreadsheet Design, Form Completion, and Process Streamlining 💡 𝐖𝐡𝐚𝐭 𝐈 𝐁𝐫𝐢𝐧𝐠 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 🔍 Accuracy First: Every entry is reviewed twice to ensure 100% precision ⏱️ Timeliness: Deadlines aren’t just met — they’re beaten 📈 Insights-Driven Reports: Beyond numbers — I provide clarity 🔄 Flexible Support: Ongoing or one-time — I adapt to your needs 🔐 Confidentiality Assured: Your data is treated with the utmost privacy and security 🤝 Client-First Approach: Professional communication and complete project ownership 📊 Analytical Thinking: I flag trends, spot risks, and provide financial clarity 🌍 Regional Expertise: Deep understanding of U.S. and Canadian accounting laws and compliance 🧭 Self-Managed Delivery: Task ownership from start to finish without micromanagement 🛠️ Process Optimization: I help automate recurring tasks and streamline reporting 🧠 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 & 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐒𝐤𝐢𝐥𝐥𝐬 💼 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 & 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐒𝐤𝐢𝐥𝐥𝐬: 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞/Desktop GAAP Compliance & Financial Analysis Month-End Close & Journal Entries Tax Accounting & Payroll Processing Budgeting, Forecasting & Variance Analysis 𝐂𝐡𝐚𝐫𝐭 𝐨𝐟 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 Setup Oracle NetSuite | Sage | Sage Intacct | Zoho Books | SAP | BlackLine Bank and Credit Card Reconciliation 📋 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐀𝐬𝐬𝐢𝐬𝐭𝐚𝐧𝐭 𝐒𝐤𝐢𝐥𝐥𝐬: Microsoft Excel (Advanced: Pivot Tables, VLOOKUP, Dashboards) Google Workspace & Microsoft Office CRM Software (Zoho CRM, HubSpot) Calendar & Email Management Online Research & Document Formatting SOP Documentation & Workflow Optimization 📌 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐒𝐞𝐫𝐯𝐞𝐝 E-commerce & Retail Consulting & Coaching Real Estate & Property Management Healthcare & Clinics Legal & Professional Services Tech Startups Non-Profits & Educational Organizations No matter your industry, I ensure your books reflect the truth of your business — clear, organized, and audit-ready. 📂 Accounting Deliverables Tax Preparation Financial Reports Budget Planning Income Statement Financial Audit Preparation 📘 Bookkeeping Deliverables Payroll Management Bank Reconciliation Transaction Entry AP/AR Tracking Cash Flow Statement 🗂️ Virtual Assistant (VA) Support Scheduling & Admin Business Presentations Email Management Travel Coordination Data Organization 📌 Looking for Someone Who Can… Clean up your QuickBooks account and reconcile years of data? Manage your books monthly and send audit-ready reports? Act as a virtual assistant with strong financial knowledge? Automate your financial processes and improve reporting accuracy? Help with U.S. or Canadian tax-related bookkeeping? 💬 Let’s Talk! As a freelancer new to Upwork but backed by a decade of real-world accounting and admin support, I’m committed to delivering professional, detail-oriented, and results-driven work that exceeds expectations. 📩 Message me today to schedule a free discovery call or send an invite to discuss your needs. 🟢 Available for both short-term and long-term engagements. Let’s get your financials in shape — so you can focus on growing your business.

⭐ 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

I help small and mid-sized businesses in the $5M to $250M revenue range get clean, investor-grade books and a month-end close that actually closes on time, without hiring a full-time finance team. That range is where I've spent my career. I'm a US-based CPA (active, Delaware), IRS-authorized e-file provider (EFIN) and IRS-registered tax preparer (PTIN), MBA, and PMP with 23+ years running US corporate accounting and finance as a Corporate Controller and CFO. Companies at SMB size are big enough to have real complexity (multi-entity, inventory, revenue recognition, audits, lenders, investors) but rarely big enough to carry a full finance department. That gap is exactly what I fill. You work directly with me. No account managers, no handoff to a junior, no agency markup. What I do for clients: - Bookkeeping and monthly close: QuickBooks Online and Xero cleanup and categorization, reconciliations, accruals, and a close that lands on schedule. - Controller and Fractional CFO: financial reporting, board packs, cash-flow and runway visibility, KPI dashboards, and internal controls. - Startup and SaaS accounting: investor-grade books, ASC 606 revenue recognition, deferred revenue, and runway/burn reporting. - E-commerce and inventory: Amazon and Shopify multi-channel, COGS and inventory accounting, and margin reporting. - ERP systems and integrations: QuickBooks, Xero, NetSuite, Sage Intacct, and Acumatica. Setup, cleanup, custom reports, and the integrations that connect them (Shopify, Amazon, Stripe, BILL, Ramp, HubSpot, 2AX, Cin7) using native APIs. Credentials: certified in QuickBooks Online, QuickBooks Desktop, Intuit Enterprise Suite, Payroll, advanced data analytics tools, and Xero (associate and professional). Hands-on implementation and migration experience in NetSuite, Sage Intacct, and Deltek Costpoint, plus 38 completed Acumatica Open University courses covering financials, project accounting, construction, distribution, the REST API, and customization. Standards I work to: US GAAP, ASC 606, ASC 842, plus FAR, CAS, and DCAA for government-contractor clients. The edge on systems work: most integrations get built by someone who knows the tool but not the accounting, so the data syncs and the numbers are still wrong. I'm the accountant who also builds the pipeline, so it ties. I also run a bookkeeping workflow powered by advanced data analytics tools on top of the QuickBooks file you already have, with no migration and a two-way sync, so you get always-on accuracy, AR/AP follow-up, accurate accruals, and a morning financial briefing, while you stay in full control. A simple way to start: message me and I'll set up a free 30-minute call, map your current accounting workflow, flag the quick wins, and give you a clear start-here plan, no obligation For e-commerce and inventory-based businesses I work across the full stack: A2X and Cin7, plus Dext, Ramp, Gusto, and Bill for AP and spend, and Shopify and Amazon payout reconciliation, so sales, fees, refunds, and COGS actually tie to the ledger.

I'm a hardworking professional with 20 years of experience. I have managed both Accounts Receivable and Accounts Payable functions, ensuring the company maintained accurate financial records and steady cash flow. On the Accounts Receivable side, I processed customer invoices, monitored outstanding balances, followed up on overdue payments, and maintained detailed records to reduce aging receivables. I consistently met or exceeded collection targets and improved customer communication to resolve billing issues more efficiently. For Accounts Payable, I reviewed and verified vendor invoices, matched purchase orders, coded expenses, and ensured timely payments to maintain strong supplier relationships and avoid late fees. I also handled expense reports and reconciliations, and worked closely with the finance team during month-end closing. Throughout, I utilized software such as QuickBooks, Stampli, Monday.com, Trello, & Slack to streamline processes, improve accuracy, and ensure compliance with company policies. My attention to detail, organization, and ability to multitask were key in managing a high volume of transactions with accuracy and professionalism.

Hi! I'm a fractional controller and senior accountant with 6+ years of full-cycle accounting experience across a wide range of industries -- SaaS, E-Commerce, Healthcare, Real Estate, Law Firms, Staffing, Non-Profits, Biotech, Financial Services, Manufacturing, Technology, Logistics & Supply Chain, Clean Energy, Food & Beverage, Construction, Government, Media, Gaming, and more. I've built long-term relationships with most of my clients, many of whom I've worked with for years. That kind of retention doesn't happen by accident; it comes from clear communication, proactive problem-solving, and actually following through on every detail. What I Specialize In: - Full-Cycle Accounting: AP/AR, month-end close, financial reporting, and audit support - Financial Reporting & Analysis: GAAP-compliant financials with variance analysis and actionable insights - Flux Reporting: MoM and YoY analysis with clear management commentary - GL & Reconciliations: Bank, credit card, intercompany, and balance sheet recs Tech Stack: NetSuite · QuickBooks Online · Sage Intacct · Xero · Bill · Salesforce · Stripe · Ramp · Expensify · Navan · Numeric · Factura · Clio · PointClickCare · Invoiced · Concur · Excel (Pivot Tables, XLOOKUP, Power Query) · Google Sheets · Notion · ClickUp · Asana · Airtable · Trello · Slack · DocuSign · DealCloud · Adobe · G-Suite If you need someone who can hit the ground running, be it month-end close, GL cleanup, or a reliable long-term accounting partner — let's connect!

I bring over two decades of hands‑on experience with ConnectWise Manage/PSA, backed by ConnectWise Certified Expert credentials and a deep understanding of the entire ConnectWise system. I’ve worked across every layer of Manage — from initial implementation and configuration to process optimization, workflow design, and long‑term best‑practice governance. My expertise extends to ConnectWise Sell (including Sell Form Designer), QuickBooks integrations, and advanced reporting. I specialize in building custom invoices, dashboards, and fully tailored reports using the ConnectWise Report Writer, ensuring that leadership teams have the visibility they need to make informed decisions. My goal is simple: help your organization unlock the full potential of ConnectWise. Whether you need cleanup, optimization, automation, reporting, or ongoing guidance, I bring the experience and insight to strengthen your operations and support your long‑term success.