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Rating is 4.7 out of 5.
4.7/5
based on 357 client reviews
  2. Finance & Accounting Talent
  3. Accountants
  4. (Current) Internal Controls Specialists
  • $50 hourly

    • 5.0/5
    • (45 jobs)
    Make information security a differentiator! I have the ability to translate complex compliance requirements into clear and concise language that resonates with the business. I am a certified senior professional specializing in implementing and operating various security frameworks, including the ISO 27000 family, SOC 2, PCI, GDPR, HIPAA and CMMC. With a proven track record of successful certification projects, I can help your business achieve compliance while reducing risk. In addition, I have experience working with several compliance platforms such as Thoropass, Drata, StrikeGraph and TrustCloud. Contact me to learn more and ask about my 10% referral discount.
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    Database
    Microsoft SQL Server
    SQL
    Security Framework
    NIST Cybersecurity Framework
    HIPAA
    GDPR
    NIST SP 800-53
    Data Privacy
    Information Security Audit
    Compliance
    Governance, Risk Management & Compliance
    ISO 27001
    SOC 2 Report
    Information Security Consultation
  • $75 hourly

    • 5.0/5
    • (45 jobs)
    Hello! I am a Certified Public Accountant and Quickbooks online expert. I specialize in working with growing businesses to more efficiently manage finances. Quickbooks online is the ERP system I utilize, and I offer the following: 1) Monthly Bookkeeping 2) CFO Planning Services 3) A/R & A/P Management (and system setup) I can customize my bookkeeping deliverables to meet your specific needs and budget. All plans include transaction categorization, reconciliation, and reviewing financial reports with you.
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    Invoicing
    Internal Control
    GAAP
    Light Bookkeeping
    Accounting
    Accounts Receivable Management
    Intuit QuickBooks
    Bookkeeping
    Payroll Accounting
    Accounts Receivable
    Accounts Payable
  • $25 hourly

    • 4.9/5
    • (143 jobs)
    Sami Ullah I have Fifteen (15)+ years ‘of experience as a Financial Service Provider. Fifteen years’ experience constitute four (4) years in PWC and Eleven (11)+ years under the umbrella of Sami and Co (Accounting Business and System Consultants) I always remained keen to provide tailored services to my prestigious clients by working in a collaborative environment along with clients and meet their demands related to quality of work and delivery timing. My top strengths are: Responsibility, Achiever, Analytical, Deliberative, Relator My major areas of expertise are as follow 1) Financial Reporting Under IFRS/GAAPS. (IFRS 16 and consolidation) 2) Analysis of Financial Statements 3) Microsoft Excel Skills a Dashboards b Macros c Pivot tables d Automation e Power query f Power BI g Number Crunching h Interpretation of extremely complex data i Financial Modeling 4) Collection of Financial Data and prepares analysis report that might include: a NPV (Net Present Value) analysis. b ROI (Return on Investment) analysis c APV (Adjusted present value) analysis. d Project Costing and Utilization analysis. e Business Growth / Trend analysis f DCF valuations 5) Development of business plan and business process re-engineering. 6) ERP Implementation. 7) Development of internal controls, 8) Key Performance Indicator (KPI) Analysis, 9) Statutory audit and 10) Internal audit,
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    Real Estate
    Accounts Receivable Management
    Financial Analysis
    Cost Accounting
    Bookkeeping
    Job Costing
    Cost Control
    Financial Modeling
    Internal Control
    Chart of Accounts
    Cost Analysis
    Oracle Accounting
    Microsoft Excel
    Financial Accounting
    Month-End Close Assistance
  • $60 hourly

    • 4.9/5
    • (78 jobs)
    I am a Certified Compliance and Ethics Professional - International (provided by SCCE). I have an Advanced Diploma in Accounting and Business (provided by ACCA). I am ACCA certified. I have 13 years of experience in Compliance, Internal Audit, and Risk Management in Fortune 500 companies in diverse industries (Information Technology, Financial Services, Pharmaceuticals, FMCG, Telecom, and others). I am an experienced professional with a proven track record of delivering profitability, sustainable business growth, operational optimization, and driving innovation. My areas of focus: 1. FCPA, UKBA Compliance. 2. AML/CTF. 3. KYC (Due Diligence). 4. Information Security (ISO 27001, SOC2, NIST). 5. Data Privacy (GDPR, HIPAA, CCPA, PECR, etc). 6. PCI:DSS Compliance. 7. Risk Management (ERM). 8. Internal Audit. 9. Contracts and Policies writing. 10. MSA and ADA compliance. Feel free to contact me whenever it will be convenient for you. Looking forward to hearing from you and hope for our productive cooperation. Regards,
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    Internal Control
    Information Security Audit
    PCI
    Policy Writing
    Anti-Money Laundering
    IT Compliance Audit
    GDPR
    ISO 27001
    ISO 9001
    Due Diligence
  • $35 hourly

    • 5.0/5
    • (18 jobs)
    I`m Finance executive with extensive experience in multinational corporations. Specialist with strong background in Accounting, Finance Controlling and Budgeting, Design and implementation of Business processes, internal audit good practices and internal control, team development and leadership. ERP Implementation. SAP/ JD Edwards/ Tango/ QuickBooks/ Zoho Books / Odoo among others. I Act as a Business Partner providing advice to all company management from the economic and financial perspective of the business, in order to get the excelence and minimize costs and risks. I`m able to: - Bookkeeping, invoicing, Payments and Receivables tasks. - ASC 606 Initial set up, and monthly update and control. - Be the main point of contact for external auditors, financial institutions and advisors. - Prepare and analyze the Financial Statements, BS, P&L, CashFlows according to the principles of Local and International Accounting (IFRS). - Planning and preparation of the annual budget and quarterly forecast. Lead the international reporting process following the corporate deadlines and required standards. - Control deviations of real expenses vs. the budget. Monitoring the quality, quantity, cost and efficiency of the movement and storage of good. - Implementation of Best Practice according to SOX principles. - Audit any process and procedures - Selection of People. The best person in the correct place. I develop Training course in accounting, AR, AP and Administration issues. Main Skills - Business Vision - Ability to plan short, medium and long term objectives - Ability to multitask and to work to tight deadlines - Proactive - Effective communication and transparency - Attention to detail - Analitical thinking. - Marketing Online and mailing. - Excel expert. -
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Corporate Finance
    Accounting
    Business Process Management
    Management Accounting
    Process Improvement
    Financial Modeling
    Budget Plan
    Business Analysis
    Financial Reporting
    Financial Audit
    Sarbanes-Oxley Act
    Zoho Books
    Internal Control
    International Accounting Standards
    Intuit QuickBooks
  • $27 hourly

    • 4.8/5
    • (64 jobs)
    I am a Qualified Chartered Accountant along with bachelor degree in Business administration with post qualification experience of 5 years in Bookkeeping, Accounting, Excel Functionalities, Data Analysis, Financial Modeling, Crypto Accounting, Budgeting and Projections, Tax Returns and Research, Audit and Company secretarial Services. I possess excellent computer skills that include but not limited to QuickBooks, Xero, Wave Accounting, MYOB administration, G Suite, Microsoft Office Applications (i.e Microsoft Word, Microsoft Excel etc), Data Analysis and projection of trends. For the crypto accounting I have excellent practical experience working on cointracking.info, cointracker.io and koinly In addition to that, I hold certification in QuickBooks pro advisor and Xero certified advisor. I am well versed with bill.com and Expensify, which are cloud-based software that automates back-office financial operations for small and mid-sized businesses Further, currently, I am running my own accounting firm wherein I Provide Accounting and Auditing services to 60+ E-Commerce, Real Estate, Start-Ups, Health care, Manufacturers, Wholesalers and Stockiest Clients. I also worked for a well known chartered accountant firm for 4 Years. The exposure of working for 4 years in a well known chartered accountant firm plus working in my own firm made me skilled adapting to new Situations, People, Culture, Scenario, Constantly changing business environment and government policies. With skillset I Possess, I aim to provide you with excellent outsourcing services, which will help you to improve efficiencies, reduce cost, take accurate business decisions in business planning and meeting deadlines. Treat Upwork as a free consultation, Get to know me, feel free to ask the questions and how I can help your business. I Look forward to speaking with you to see how we can assist each other to reach our business and life goals
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    Cryptocurrency
    Business Plan
    Startup Consulting
    Management Consulting
    Financial Modeling
    CPA
    Data Analysis
    Microsoft Excel PowerPivot
    Xero
    Intuit QuickBooks
    Bookkeeping
    Internal Control
    Account Reconciliation
  • $150 hourly

    • 4.9/5
    • (9 jobs)
    I started Ghost Pepper Consulting, LLC (GPC) in 2022 to follow my passion to research, learn, and assist companies with the application of accounting principles. Prior to starting GPC, I spent six years in public accounting, where I was part of the National Office and specialized in lease accounting as well as accounting for complex debt and equity financing transactions. My industry experience includes working with companies in the consumer products, healthcare, airline, agriculture, non-profit, governmental, and technology sectors. In addition to National Office work, I provided audit and consulting services. Part of these services included assisting management with understanding and implementing effective internal controls. Over my career, I have co-written several comment letters to the FASB as well as co-published several articles on accounting for leases under the new standard (ASC 842). I also design and provide trainings on accounting standards and practices. Outside of accounting research and training, I assist small to mid-size business owners with accounting reconciliations, month-end processes, development of internal controls, and financial modeling and forecasting through Microsoft Excel.
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Budget
    Cash Flow Statement
    Financial Statement
    Internal Auditing
    Finance
    Accounting Principles & Practices
    Finance & Accounting
    Balance Sheet
    Financial Audit
    Technical Accounting
    Accounting
    Intuit QuickBooks
    Microsoft Excel
    Internal Control
    GAAP
  • $40 hourly

    • 5.0/5
    • (36 jobs)
    ⭐⭐⭐⭐⭐ "Thank you Rishi, It was a pleasure working with you, the quality of your deliveries and knowledge on Scorp, LLC and Financials was exactly what I was looking for. I totally recommend anyone to work with you! I'll certainly do it again in the near future!" - 𝐂𝐥𝐢𝐞𝐧𝐭 𝐢𝐬 𝐚𝐧 𝐨𝐰𝐧𝐞𝐫 𝐨𝐟 𝐚 𝐬𝐦𝐚𝐥𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 As a client seeking to excel in your business endeavors, you deserve nothing but the best. Look no further! By collaborating with me, you gain access to a highly qualified and dedicated Chartered Accountant with an outstanding reputation as a 🎯 Top🔝 Rated🏆 Professional on Upwork. Here's why choosing my services will bring you unmatched benefits: ✅ 𝑬𝒙𝒑𝒆𝒓𝒊𝒆𝒏𝒄𝒆 𝑻𝒉𝒂𝒕 𝑴𝒂𝒕𝒕𝒆𝒓𝒔: With over 15 years of experience in Accounting, Finance, and Taxation, I possess a wealth of knowledge that can elevate your business to new heights. My expertise extends to Management Consulting, Process Development, and Customer Service, ensuring a well-rounded approach to your unique challenges. ✅ 𝑻𝒓𝒖𝒔𝒕𝒆𝒅 𝑪𝒆𝒓𝒕𝒊𝒇𝒊𝒄𝒂𝒕𝒊𝒐𝒏𝒔:🏆 Rest easy knowing that you are in the hands of a proven expert. My certifications as a QuickBooks Pro-Advisor, XERO Certified Advisor, Zoho Partner, and more, affirm my proficiency and commitment to delivering top-tier results. ✅ 𝑻𝒂𝒊𝒍𝒐𝒓𝒆𝒅 𝑺𝒐𝒍𝒖𝒕𝒊𝒐𝒏𝒔: Your business is unique, and I understand that. I offer a diverse skill set that can be customized to meet your precise needs. From Pitch Deck Preparation to Financial Statement Analysis, I am equipped to provide solutions that align perfectly with your objectives. ✅ 𝑺𝒕𝒓𝒆𝒂𝒎𝒍𝒊𝒏𝒆𝒅 𝑶𝒑𝒆𝒓𝒂𝒕𝒊𝒐𝒏𝒔: Efficiency is the cornerstone of success. With my expertise in Process Drafting and Implementation, I can optimize your operations, saving you time and resources while boosting productivity. ✅ 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑪𝒍𝒂𝒓𝒊𝒕𝒚: Empower your decision-making with comprehensive Financial Statement Analysis. I provide clear insights into your financial data, enabling you to make well-informed choices that drive growth. ✅ 𝑪𝒐𝒎𝒑𝒍𝒊𝒂𝒏𝒄𝒆 𝑴𝒂𝒅𝒆 𝑬𝒂𝒔𝒚: Stay on top of your tax obligations effortlessly. My expertise in Business Tax Returns ensures that you remain compliant while maximizing your tax benefits. ✅𝑺𝒆𝒄𝒖𝒓𝒆 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑭𝒖𝒕𝒖𝒓𝒆: Plan for tomorrow with confidence. Through Financial and Estate Planning, I can help you strategize and safeguard your financial future. ✅ 𝑷𝒓𝒐𝒂𝒄𝒕𝒊𝒗𝒆 𝑩𝒖𝒅𝒈𝒆𝒕𝒊𝒏𝒈: Success requires a solid financial roadmap. My skills in Budgeting and Forecasting equip you with well-structured plans that steer your business toward success. ✅ 𝑶𝒓𝒈𝒂𝒏𝒊𝒛𝒆𝒅 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍𝒔: Let technology work for you. I specialize in Bookkeeping across various platforms like QuickBooks, Xero, TillerHQ, and more, ensuring your financial records are accurate and up-to-date. ✅ 𝑯𝒂𝒔𝒔𝒍𝒆-𝑭𝒓𝒆𝒆 𝑷𝒂𝒚𝒓𝒐𝒍𝒍: Keep your team satisfied with smooth Payroll Management. I handle the complexities, so you can focus on nurturing a thriving workforce. ✅ 𝑻𝒉𝒓𝒊𝒗𝒊𝒏𝒈 𝑬-𝑪𝒐𝒎𝒎𝒆𝒓𝒄𝒆: If you're into online businesses, I can assist you in managing your platforms like Amazon and Shopify, unlocking the true potential of your e-commerce venture. 📈💼 ✅ 𝑳𝒐𝒏𝒈-𝑻𝒆𝒓𝒎 𝑷𝒂𝒓𝒕𝒏𝒆𝒓𝒔𝒉𝒊𝒑𝒔: I take immense pride in maintaining an impressive Repeat Client Rate (RCR) of 80%+. By choosing me, you're not just opting for a service provider but a reliable partner dedicated to your ongoing success. 🤝🌟 Your success story matters to me, and I am excited to be part of it. By inviting me to your job, you open the door to a world of possibilities, expertly crafted solutions, and a collaborative approach that ensures your business thrives like never before. 𝓣𝓪𝓴𝓮 𝓽𝓱𝓮 𝓯𝓲𝓻𝓼𝓽 𝓼𝓽𝓮𝓹 𝓽𝓸𝔀𝓪𝓻𝓭𝓼 𝓼𝓾𝓬𝓬𝓮𝓼𝓼 𝓽𝓸𝓭𝓪𝔂!！🚀🎉
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Internal Control
    Payroll Accounting
    Account Reconciliation
    Internal Auditing
    Chart of Accounts
    Financial Audit
    Bookkeeping
    Transaction Data Entry
    Accounting
    Intuit QuickBooks
    Financial Accounting
    QuickBooks Online API
    Bank Reconciliation
    Accounts Payable
    Xero
    Accounts Receivable
    Accounting Software
    Microsoft Office
    QuickBooks Online
    Accounts Payable Management
    Zoho Books
  • $25 hourly

    • 4.8/5
    • (36 jobs)
    You focus on your business; I'll handle your books. Running a business often requires you to wear a variety of hats. Let me wear one of those hats for you. "Ali was razor sharp on all bookkeeping matters even complex real estate transactions. Very professional and friendly...... Cannot recommend highly enough!" Stavros Andreou, SMA Manager This demonstrates my high level of commitment to my work and how I go the extra mile for my clients. Like I said, there's more than just bookkeeping and accounting. Here's a fraction of what you're getting... Yes - I'll take full charge of your bookkeeping using Xero, Quickbooks, MYOB, Saasu, Freshbooks. Yes - I'm a committed accountant, easy to deal with, accurate and respectful of deadlines. Yes - I'm providing proactive and timely advice to our clients through real time interaction. Yes - I'll work attentively with you to unlock the hidden financial potential and celebrate when you reach each benchmark. Yes - I'm providing proactive and timely advice to our clients through real time interaction. Are you ready? because I'm! _ Quickbooks/QBOProAdvisor/Buildium/Wave/Xero/BuilderTrend _ Accounting Teacher (US GAAP & IFRS) _ Xero Certified Advisor I QuickBooks I Zoho Books,Wave ExpertI _ Shopify, Woo-commerce & Amazon Accountant _ UK Professional Accountant _ Intuit QuickBooks Online ProAdvisor/Xero Partner _ QuickBooks&Xero,AccountantBookkeeper Amazon, eCommercePaypal,stripe _ Bookkeeper / Accountant / Tax preparer - Accounts Payable & Receivable Management - Payroll Management - Creating Chart of Accounts - Bank Reconciliations - Internal Auditing and Keeping daily check and controls. - Invoicing and Billing - Managing cash flows and internal risk management - Financial budget and forecasting - Complex Data Managment ( Ms. Excel) Bookkeeping and accounting is a lot like working out; you want to see results right away. You don't want to waste a lot of money on a bookkeeper that is not going to actually help you. I get that! I am very focused on YOUR goals and they become my goals, too. I would love to talk more and I can help you achieve your goals and press message/ invite button to get it done!
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Financial Reporting
    Finance
    Personal Budgeting
    Bill.com
    Financial Analysis
    Forecasting
    Accounts Receivable Management
    Xero
    Accounts Payable Management
    Accounting
    Internal Control
    Data Entry
    Intuit QuickBooks
    Bookkeeping
    Invoicing
  • $20 hourly

    • 5.0/5
    • (3 jobs)
    I'm a Chartered Accountant with over 5 years of experience in Internal audit, Governance, Risk and Compliance, working in various sectors ranging from Big 4 firms, Banking, FMCG, Management Consulting, Tech startups and the Insurance sector. I have recently consulted for; -InEvent, Inc. (A cloud-based Event technology start-up in Atlanta, Georgia), as a Cybersecurity compliance specialist where I lead SOC 2, HIPPA, ISO 27001, GDPR, Privacy Shield, PCI DSS, WCAG Level AA, FedRAMP, amongst other compliance requirements, audits and certifications within the company. Within 4 months of joining, I was able to complete SOC 2 and HIPAA certification for the company. -Health Care Providers Association (HCPA), Melbourne, Australia, (A consulting firm connecting businesses in healthcare to government funding in Australia), as a Compliance specialist where we help National Disability Insurance Scheme (NDIS), Aged Care and, Medicinal marijuana Providers/businesses set up top-notch governance and compliance programs whilst also helping them record 100% regulatory audit success. I am a business-minded professional driven by customer satisfaction. I have helped many organisations achieve their business objectives by providing expert services ranging from; Financial accounting advisory, Internal audit, Full cycle compliance program management, Data entry, analysis and visualisation. Kindly reach out to me for excellent professional services for your business. Available now!
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    Policy Writing
    GDPR
    ISO 27001
    Data Protection
    Cloud Computing
    Internal Control
    Internal Auditing
    International Financial Reporting Standards
    Lead Generation
    Data Privacy
    Compliance
    Microsoft Excel
    Finance & Accounting
    Data Entry
  • $100 hourly

    • 4.7/5
    • (46 jobs)
    Juan A. Pizarro Llanos was born 09/22/1987 in Santurce, Puerto Rico. He's a Tax Advocate, a Certified Public Accountant and an Entrepreneur by heart. His passion for helping others and making a difference is remarkable. With more than 10 years of experience. Worked for Fortune 500 companies as a W2 Contractor under JPizars - CPA & Business Consultants LLC. During that time he saw the opportunity and the need of Small, Medium Businesses and Individuals not having a good CPA firm to guide them in the process. Juan A. Pizarro Llanos decide to continue his passion as a CPA. Juan A. Pizarro Llanos, CEO and Founder of JPIzars – CPA & Business Consultants LLC had work with clients in countries like Dominican Republic, Puerto Rico and Colombia. Also, in the United States in states like Florida, California, Texas, Georgia, Maryland, Virginia, Illinois, Ohio, Michigan, Nevada, New York, Tennessee, The Carolina's, Iowa and Arizona. Juan A. Pizarro Llanos has a BBA degree in Accounting with a minor in Business Communications from the University of Puerto Rico (Rio Piedras Campus). Also, Juan A. Pizarro Llanos has a Master of Accountancy (MAcc) from Bowling Green State University. Notable Clients: ♦ Oriental Fanancial Group (OFG) ♦ Citibank (C) ♦ EverBank ♦ CR Bard ♦ Medtronic ♦ Pfizer ♦ Universidad Interamericana de Puerto Rico ♦ Commonwealth of Puerto Rico ♦ Make a Wish Foundation ♦ Destilleria Serralles ♦ Lennar Corporation ♦ Nestle ♦ ScotiaBank Puerto Rico (BNS) Personal Accomplishments: ♦ I'm extremely proud of this particular accomplishment because at the age of 26 years old, I discover one of the biggest case of fraud from a financial institution (settlement) ♦Special Agent Selection Process (SASS) participant (Phase II process) for the FBI. Grateful to the Bureau for the opportunity.
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Tax Planning & Advisory
    Tax Form Filing
    Accounting
    Financial Audits
    IRS Resolution
    Business Coaching
    Internal Control
    Internal Auditing
    Fraud Mitigation
    Fraud Analysis
    Review
    CPA
    Financial Audit
    Tax Preparation
  • $95 hourly

    • 5.0/5
    • (65 jobs)
    With over 30 years experience in business consulting, I can help alot with growing and supporting your business. And we can also schedule a FREE CONSULTATION to discuss your project and goals. (I also can provide a FLAT RATE quote for your project as well.) I support many Fortune 500 companies as well as many small businesses throughout the U.S. in areas of: -- Finance, Accounting, & Taxes -- Operations and streamlining processes -- Business development and growth strategies -- Sales training and recommendations (& increased conversions) I am a strategic problem solver and have much experience in finding areas that make the most impact with the least amount of cost involved. Some small examples of how I can help are: FINANCIAL • Manual to computerized accounting & ERP systems • Monthly/Quarterly Financial Analysis, Review, and Recommendations • Cash Flow Forecasting, analysis and recommendations • Financial Forecast including assumptions and easy-to-change parameters • Create, manage, implement budgets and budget-vs-actual reporting • Implement, train, manage accounting and financial processes and reporting • Recommend/implement business growth and revenue strategies • Recommend/implement increased profit margin and decreased G&A costs strategies • Maximize existing I.T. infrastructure • Train/Support other financial support staff • Create more automated process like onboarding customers or employees MANAGEMENT ADVISORY & SUPPORT • Business Development and Growth Strategies • Financial review, analysis, and improvements • Analyze/Optimize Business Operations, including automation, maximizing IT infrastructure, and streamlining operations • Monthly or Quarterly Financial Review meetings • How to use QB as a management tool, instead of a check register and P&L creator • Improve efficiencies and productivity • Scaling & Growing • Sales, Sales Training, Sales Cycle, Automation, Increased Conversions • Cost Buildup & Price Point Analysis • Due diligence review for M&A (buying or selling a business) • Documenting policies & procedures, including video training modules • Risk Reduction & Internal Controls • General business advisory “partner” to bounce off ideas and brainstorm • Start-up assistance and mentorship • Business turnaround for distressed or unprofitable businesses • Start working with the U.S. Government (GSA and DCAA) plus annual compliance/reporting & DS-1 ACCOUNTING: • Streamline operations for accouting and financial reporting • Reconcile accounts (bank, credit card, merchant, G/L) • Setup QB and other accounting systems • Calculating inventory/COGS • Prepare Income Taxes, Sales Taxes, Payroll Taxes, Excise Taxes • Forensic accounting • Internal audit preparation & support • Implement Onboarding Process of new employees, including mobile and online training programs QUICKBOOKS • Streamline QB Processes • Re-structure or setup Quickbooks settings (Chart of Accounts, Classes, Items, etc) • Clean up or re-build Quickbooks transactions • Prepare Financial statements • Setup Quickbooks, QB payroll, and Job Costing • Processing A/P and A/R • Payroll (Process payroll, payroll tax payments, and payroll tax returns, including W-2s) My rate is flexible based on your project.
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    App Development
    Automated Workflow
    Process Improvement
    Certified Tax Preparer
    Sales Optimization
    Business Process Management Software
    Sales Operations
    Financial Reporting
    Corporate Tax
    Customer Onboarding
    Accounting Principles & Practices
    Business Process Automation
    Intuit QuickBooks
    Tax Return
    Tax Preparation
    Technical Accounting
    Internal Control
    Financial Projection
  • $30 hourly

    • 4.7/5
    • (49 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!
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Financial Reporting
    Financial Analysis
    Financial Modeling
    Business Valuation
    CPA
    Business Modeling
    Business Analysis
    Investment Research
    Accounting
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Month-End Close Assistance
    Financial Report
  • $20 hourly

    • 4.8/5
    • (9 jobs)
    I am a versatile, reliable, and efficient Certified Public Accountant (CPA) under the Philippines with more than five years of combined rigorous trainings and experiences where I have gained proven skills that I continue to hone. I specialize in Accounting, Bookkeeping, Analytics, and Finance functions which include, but not limited to: - Overall set-up and migration of Accounting system and chart of accounts; - Full cycle bookkeeping based on comprehensive and up-to-date international Accounting standards, principles, and practices (including GAAPs); - Total accounts processing (including invoicing and billing), management, monitoring, and reconciliation; - Financial statements and reports preparation, generation, analysis, and projection; - Analysis, auditing, automation, forecasting, modeling, and custom dashboard and report preparation of complex raw data sets; - Audits for compliance, forensic, and/or operational purposes; and - Data entry. My goal and vision is that my valued clients will be able to allocate and dedicate their precious resources in growing their businesses in other aspects or spending quality personal time by taking Accounting, Bookkeeping, Analytics, Finance, Data Entry, and related Administrative functions off their busy schedules. Please feel free to contact me; I would love to hear from you! Thank you very much, God bless, stay safe and healthy, and have a great day!
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Sage
    Finance & Accounting
    Financial Accounting
    Financial Reporting
    Financial Statement
    Financial Audit
    Accounting
    Financial Management
    Analytics
    Bookkeeping
    Intuit QuickBooks
    Microsoft Excel
  • $150 hourly

    • 5.0/5
    • (15 jobs)
    For the past 8 years, I have been cultivating my skills within different accounting environments. Through my experiences, I have gained a wealth of knowledge that I use to help my clients become more efficient, have greater trust and reliability in their data, and feel empowered to make decisions using that data. As a Certified Public Accountant, Quickbooks Pro Advisor, and financial controller, I solve problems, sort through chaos, and untangle webs. Once the path is clear, we can work together to create documented processes and procedures that I can either train your internal personnel to perform or execute for you as your outsourced accounting office. Some of the services I provide include: ▪ Accounting Structure & Systems ▪ Software & App Integration ▪ Risk Analysis ▪ Internal Control ▪ Bookkeeping ▪ Payroll, A/R, and A/P ▪ Sales Tax Filings ▪ Complex Account Reconciliations ▪ Bank Reconciliations ▪ Financial Reporting ▪ Financial Analysis & Modeling ▪ Written Procedures & Tutorials ▪ Customized Solutions & Templates I work for you on your terms. I impart my knowledge and know-how not only for producing high quality deliverables for my clients, I can also provide templates and training. This provides the flexibility and confidence my small business and e-commerce clients need to maintain their systems and processes down the road. Contact me today for a FREE consultation!
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Cash Flow Analysis
    Business Process Reengineering
    Financial Accounting
    Bank Reconciliation
    Sales Tax
    Intuit QuickBooks
    Microsoft Excel
    Bookkeeping
    Data Analysis
    CPA
  • $30 hourly

    • 4.7/5
    • (42 jobs)
    - Certified Accountant/Bookkeeper - Xero Advisor/Silver Partner - QB Pro Advisor - Bill.com Certified - Accounts Payable Manager - Accounts Receivables/Credit Controller - Bookkeeping and Accounts Services for US/Australian/Canadian Business. I have been working as a Cloud Based Accountant/Bookkeeper utilizing, but not limited to, Xero and QBO (Quicbooks Online) as part of the US/ Australian/Canadian/UK Accounting Agencies. I have developed the experience and the requisite skills to excel in the Freelance Accounting market. My complimentary skills in terms of English Communication, availability, timeliness, and my ability to satisfy the needs of my valued clients, make me a champion service provider. To be specific, I believe, I am the most relevant candidate in terms of the skill set and experience that you need. I have been working as small business Bookkeeper/CFO/Financial Adviser to various individuals and SMEs around the Globe, particularly from USA, Australia, UK, Ireland and Canada. I can perform the following tasks for you with the highest professional ethos: - Bookkeeping - Financial and Management Reporting - Accounts Receivable Management - Accounts Payable Management - Inventory Management - Administration and Procurement - Payroll Administration - Financial Modelling/Budgeting/Forecasting - Sales Tax Prep and Reporting (VAT/GST) - Financial Analysis - Excel Spreadsheet Development, Let me handle your accounting needs so you can focus on growing your business and unlock its potentials. Cheers !
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Accounts Payable Management
    Accounting
    Accounts Receivable Management
    Inventory Management
    Xero
    Account Management
    Financial Modeling
    Invoicing
    Bank Reconciliation
    Financial Report
    Accounting
    Bookkeeping
    Oracle NetSuite
    Intuit QuickBooks
  • $14 hourly

    • 4.8/5
    • (36 jobs)
    Accounting professional ready to develop career foundation with expanding operation. Dedicated to keeping records accurate and controls tight to meet all business needs. Systematic and well-organized with strong attention to detail and mathematical acumen. Can do: * Invoicing and collections * Expense reports * Account Reconciliation * Data processing * Administrative support * Partnership accounting My skills includes but not limited: *Self-motivated professional * Proficient in using different accounting software such as QuickBooks, Epicor Eclipse, Xero and other accounting software. * Manage from start to end accounting process. * Proficient in reconciling bank, debit card, credit card. * Managed the internal and external mail functions. * Experience with work on outsource. I'm easy to study, with high energy and a driven to exceed expectations!
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Accounting
    Bookkeeping
    Multitasking
    Payroll Accounting
    Invoicing
    Accounts Payable
    Accounts Receivable
    Bank Reconciliation
    Intuit QuickBooks
    Account Reconciliation
    Microsoft Excel
    General Ledger
    Cash Flow Analysis
  • $20 hourly

    • 4.8/5
    • (185 jobs)
    I am Siddharth Arora, a chartered accountant from India. Over the last 15 years, I have been working on various aspects of Accounting, Finance, Taxation. I have been working for clients across the globe primarily Australia, UK, New Zealand, Hong Kong, Canada, the US, Singapore, Ireland while working in Deloitte (Big4) & my engagements. I have expertise in Australia, UK, Canadian & NZ Accounting and taxation. I have worked with many bookkeepers, accountants, and corporate groups over the period which has helped me to gain a vast experience in the different aspects of accounting, finance, and inventory control. I am a constant learner and like to update my skills with the latest rules and technology to provide services to my clients efficiently. I provide the following services General Bookkeeping and Bank Reconciliation Payroll Management and IAS Superannuation BAS compliance and GST reporting VAT Returns Invoicing/billing and credit processing Bulk billing Bank reconciliations Month-end entry and processing Accounts receivables Accounts payable FBT Calculation, PAYG Summaries, ledger group Certificates Processing all standard/recurring journal & month-end journal entries General Ledger & balance sheet reconciliation Monthly report Budget & Cashflow Forecast Financial Modelling & Analysis Preparing Management Reports Preparation of Income tax returns I am a Certified Xero Adviser, Certified Quickbooks Advisor. Working experience in following accounting applications Xero , Quickbooks , Quickbooks Online, MYOB, Quicken,Wave,Sage ,Saasu,Reckon,MAS,XPA,GNU CASH,Kashoo,Netsuite,Zoho Addons for above: Shopify,Eway,Unleashed,Tidy Stock,Vend,Corecon,Digital Purchase order,Practice Manager,Receipt Bank,Shoebox,Entryless,TradeGecko,Simpro
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    eCommerce
    Xero
    Bookkeeping
    MYOB Administration
    Accounts Payable Management
    Accounting
    Wave Accounting
    Financial Management
    Chart of Accounts
    GAAP
    Bank Reconciliation
    Intuit QuickBooks
  • $75 hourly

    • 5.0/5
    • (13 jobs)
    I am a CPA with 20+ years of public accounting, internal and external auditing, Sarbanes-Oxley and private-company internal control analysis, and federal grant financial and compliance management (DOT, NIH, NSF, and NASA) experience. I am also a Quickbooks Online Certified ProAdvisor. My skills include: - Federal funding compliance, administrative management, audit preparation, and indirect cost rates - Bookkeeping and account clean up - Process improvement - Results focused - Team development - Big data evaluation - Regulatory compliance - Evaluation and design of company policies - Evaluation of risk areas and implementation of mitigation processes - Forensic accounting My expert knowledge base includes: - Generally Accepted Accounting Principles (GAAP) and Sarbanes-Oxley (SOX) - Code of Federal Regulation (CFR) and Federal Acquisition Regulation (FAR) guidance related to grants and reimbursable costs; NIH and NSF department-specific guidance - Performance of The Office of Management and Budget (OMB) A-133 and Uniform Guidance audits - Oracle, Business Objects, QuickBooks Online, and Mainframe systems - Financial and business risk analysis, internal control design, and business process enhancement In my current and previous positions, I have received praise for my strong critical thinking and analytical skills and effective management of simultaneous projects with competing milestones and reporting chains. I hope that I can be an excellent fit for your company and exceed the value that you are hoping to achieve! Linsey
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Grant Documentation
    Risk Assessment
    Internal Auditing
    Accounting
    Account Reconciliation
    Federal Acquisition Regulations
    Risk Analysis
    Oracle Accounting
    Accounting Principles & Practices
    Internal Control
  • $60 hourly

    • 4.2/5
    • (74 jobs)
    Hello there! I'm thrilled to introduce myself as a highly professional ✅ ELITE Level Quickbooks ProAdvisor and a ✅ TOP-RATED PLUS ELITE Freelancer on Upwork, specializing in accounting compliance services. With over 9 years of experience in the field of accountancy, I've had the pleasure of working as an accountant/controller for a variety of small to mid-size companies across different industries. From the fast-paced world of e-commerce to the inspiring realm of non-profit organizations, I've gained valuable insights into the unique financial needs of each sector. But my passion goes beyond crunching numbers. I'm a firm believer in the power of process improvement, and I'm well-versed in both theory and practice. Thanks to my certifications as a Bill.com, Spotlight, and QBO Pro Advisor, I can make the task of balancing your books a breeze! I take immense pride in my work and strive for excellence in everything I do. My goal is to provide you with top-notch accounting services that are both efficient and reliable. So, if you're looking for someone who can ensure your financial records are in tip-top shape and compliant with all regulations, look no further! I'm here to make your accounting journey a smooth and hassle-free one. Let's work together to achieve financial success! So let's see if we're a good fit, shall we? - Are you using QuickBooks Online? - Are you a growing business requiring 5 - 20hrs/mo in bookkeeping/advisory services? - Would you like to be able to ask expert questions as needed and get direct answers without having to wait days for replies from customer support who are typically not even qualified accountants anyway? If you answered yes to the above questions, here’s how I can help you with your small business: 1. Setup, clean up, or catch up and maintain your accounting file by: - Ensuring precise transaction recording for tax-ready financials. - Maintaining a well-organized paper trail in QBO, readily accessible when required. - Managing AP and AR efficiently through various platforms such as Bill.com/ Stripe/ Ramp etc - Conducting monthly bank reconciliations to instill confidence in the accuracy of your figures. - Generating custom reports to provide insightful understanding and facilitate quicker decision-making. 2. Assisting in app selection for seamless integration with QBO, optimizing your processes for financial management success. 3. Collaboratively manage your cash flow and prepare for future expenses. 4. Establishing a budget framework and monitoring performance to ensure alignment with financial goals. How it works in 3 easy steps: 1. Add me as an Accountant user to your QuickBooks Online account (I'll provide an email address) 2. Set up view-only access to your bank, credit card, and loan statements 3. I get your bookkeeping caught up, cleaned up, and kept up so you don’t have to worry! I have extensive experience in full-cycle accounting with a background in a variety of industries such as the following: ✅ IT/SaaS ✅ Attorneys ✅ Real estate ✅ Non-profits ✅ Construction ✅ Landscaping ✅ Pilot Training ✅ Staffing Agencies ✅ Moving Companies ✅ E-commerce (FBA)/KDP Skill Highlights: ✅ Monthly accounting ✅ Accounting file cleanup ✅ A/P and A/R management ✅ Full payroll processing ✅ IOLTA/Trust Accounting ✅ E-commerce Accounting ✅ Construction Cost Accounting ✅ Financial Reporting preparation and review ✅ Sales Tax, Use Tax, and Franchise Tax Returns Credentials: ✅ BS degree in Accounting and Finance - University of Saint Thomas ✅ Certified QBO Platinum ProAdvisor ✅ Certified Bill.com Guru ✅ Certified Spotlight ✅ PTIN ✅ EFIN Software Expertise: ✅ Quickbooks Online ProAdvisor - Elite Tier ✅ Quickbooks Desktop ✅ Expensify ✅ Avalara ✅ Live Plan ✅ Spotlight ✅ Fathom ✅ Bill.com ✅ Patriot ✅ Fathom ✅ Synder ✅ Stripe ✅ Gusto ✅ Tallie ✅ Deel ✅ Melio ✅ Ramp ✅ Clio ✅ ADP ✅ A2X
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Accounts Payable Management
    Accounting
    Accounts Receivable Management
    Cost Accounting
    Bill.com Accounts Receivable
    Bill.com Accounts Payable
    Microsoft Excel
    Bookkeeping
    Tax Preparation
    Month-End Close Assistance
    Financial Report
    General Ledger
    Cash Flow Analysis
    Payroll Accounting
    Account Reconciliation
  • $250 hourly

    • 5.0/5
    • (135 jobs)
    🏆 "Highly recommended A+++" 100% Job Success* I help business leaders and teams to define and achieve their business financial goals. I do this by bringing over 14 years of CFO experience with a proven record of establishing cross-functional partnerships to deliver stellar results. I am an agile, strategic, and hands-on leader driving operations within analytics, marketing, sales, and business development areas in early-stage and middle market companies. I have been accountable for budgets up to $130 million and allocate resources to drive organizational and profit growth internationally. I am particularly adept at streamlining, organizing, and leading company staffs productively. I believe that people working together toward a united vision can accomplish more. For this reason, I enable collaborative success through two decades of experience in finance and operations leadership with innovative teams and entrepreneurial organizations, and I specialize in 3 areas: ▶️ FUNDING: I create business plans, financial models, and pitch decks that get funded. My previous projects have included the initial $500,000 capital raise for 4D Healthware, the IPO for American Brewing Company, and the close of $10 million of seed funding for Syncfy. ▶️ VISIBILITY: I implement accounting and finance systems that enhance business success. For CITIZEN Healthcare, I restructured corporate financing and the corporate structure, providing an increased profit margin of 9%, ROA of 1%, and ROE of 11%. ▶️ PROFITABILITY: I develop strategies for profitable businesses. I turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit by streamlining distribution, reducing inventory costs and levels, and enhancing communication. “Jeremy knows a great deal from experience. In his practice he leverages that experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” –Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome “Jeremy can run with the best of the CFOs. He can lead teams and will roll up his sleeves to get the job done. Jeremy knows how to excel and execute!” –Carter Wigell, CEO at Ideator “[F]abulous ongoing strategy advisor!! Awesome results!” –Parker Harris, Founder & President at Junto Global “He has a unique ability to solve complex cross disciplinary problems.” –Matt Clifford, Co-Founder & COO at Wholesome Valley Foods (Barnana) My services include: ✔ Part-Time CFO ✔ Forecasting & Budgeting ✔ Financial Systems Assessment ✔ Financial Modeling ✔ Management & Board Reporting ✔ Cash Management ✔ Financial Planning & Analysis ✔ Financial Management ✔ Investor Presentations ✔ Business Advisory ✔ Accounting System Setup and Upgrades ✔ Chart of Accounts Setup and Improvements ✔ Company Dashboard Creation and Advancement ✔ KPI Reporting ✔ Business Process Improvement ✔ Interim CFO ✔ Collections Enhancement ✔ Project Management ✔ Business Planning ✔ Business Intelligence ✔ Financial Advisory ✔ Strategic Advisory ✔ Fundraising Support ✔ Value Creation Audit ✔ Turnarounds ✔ Investment Capital Planning ✔ Policies and Procedures Development ✔ Supply Chain Planning and Optimization ✔ Contract Negotiations ✔ Executive Coaching My industry experience includes: Civic & social organizations, computer software, consumer goods, consumer products, consumer services, food & beverage, furniture, higher education, international trade, internet, law practice, marine, medical devices, nonprofit, real estate, restaurants, venture capital & private equity, wholesale, and many others. My skills & expertise include: ✴ Startup Consulting ✴ Budget Management ✴ Strategic Development ✴ P&L / Revenue Growth ✴ International Business ✴ Due Diligence ✴ Mergers and Acquisitions ✴ Corporate Governance ✴ Risk Management ✴ Trade Finance ✴ Capital Markets ✴ Asset Management ✴ Portfolio Management ✴ Investment Management ✴ Project Finance ✴ Business Credit ✴ Startups / Start-ups ✴ Board Governance ✴ Nonprofit Management ✴ Founder and Co-Founder ✴ Operating CFO ✴ CFO and COO ✴ Outside Director ✴ Corporate Finance ✴ Budgeting & Forecasting ✴ Financial Forecasting ✴ Corporate Strategy ✴ Business Consulting ✴ Business Management ✴ Business Process Reengineering ✴ Presentations ✴ Venture Capital Consulting ✴ Intuit Quickbooks ✴ QuickBooks Online ✴ Process Reengineering ✴ Business Analysis ✴ Business Innovation ✴ Financial Planning ✴ Pitchbooks ✴ Business Proposal Writing ✴ Strategic Planning ✴ Financial Presentations ✴ Business Scenario Development ✴ Business Continuity Planning ✴ Business Modeling ✴ Business Process Modeling ✴ Business Valuation ✴ Business Process Engineering ✴ Business Transformation ✴ Business Writing *Calculation adjusted to account for long-term relationships that have become inactive due to earlier successes; all jobs have been completed successfully.
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Forecasting
    Finance
    Business Presentation
    Business Plan
    Financial Analysis
    Corporate Finance
    Strategy
    Accounting
    Financial Management
    Startup Consulting
    Financial Modeling
    Venture Capital Consulting
    Growth Strategy
    Financial Projection
    Budget Management
  • $10 hourly

    • 5.0/5
    • (5 jobs)
    Hi, my name is Marc. I'm an independent private accountant / bookkeeper since 2015. I serve micro to small size companies here in the Philippines with focus on compliance and setting up their records as prescribed by the tax code. I also have experience in using different accounting systems (Xero, Quickbooks, MYOB, Wave, etc.); and the practical and technical side of both Accounting and Bookkeeping. Should there be anything you might need from me, please, don't hesitate to ask. 😉
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    HTML5
    CSS 3
    Xero
    Wave Accounting
    Bookkeeping
    Intuit QuickBooks
    Payroll Accounting
    Financial Accounting
    Accounting Basics
    Financial Report
    Accounting Software
    Microsoft Excel
    Budget Management
  • $55 hourly

    • 4.8/5
    • (16 jobs)
    I am an accounting professional and QuickBooks Online and Avalara expert. I specialize in helping small business owners free up their time to focus on their growing business. Am I a good fit for you? - Are you a small or start up business needing 5 – 20 hours per month of bookkeeping? - Are you using (or ready to switch to) QuickBooks Online? - Do you need an expert who can teach you what you need to know, in plain English? - Would you like to be able to ask an expert your questions as needed? - Are you looking for help with one of these industries? o E-Commerce o Professional Services o Construction If you answered yes to the above questions, here’s how I can help you with your small business. 1. Setup, catch up, and keep up your QuickBooks Online Bookkeeping so you don’t have to worry about it. a. Keep a clean paper trail and attach supporting documentation in QBO b. Pay your bills for you using Bill.com c. Reconcile your bank accounts so you can be sure the numbers are correct d. Customize reports so you can understand the numbers and gain actionable insights 2. Help you choose the right apps to integrate with QBO and streamline your processes. 3. Work with you to forecast your cash and be prepared for upcoming cash needs 4. Setup a budget and monitor performance against the budget 5. Teach you what you need to know as a small business owner about QuickBooks Online How it works in 3 easy steps: 1. Add me as an Accountant user to your QuickBooks Online account 2. Setup view-only access to your bank, credit card, and loan statements 3. I get your bookkeeping caught up, cleaned up, and kept up so you don’t have to worry! You can find an exact step-by-step guide in my Portfolio. My Qualifications - I started in A/P and A/R in 2008 and have grown from Accounting Clerk to Accounting Manager - I completed my Bachelor’s degree in 2019 - I have worked in QuickBooks and Avalara since 2015 - I am an accounting professional in Texas Here’s what I want you to do next: You’re interested in having an expert bookkeeper to give you peace of mind and take bookkeeping off your plate. The next step is to send me a message so we can start a conversation about your project and your needs. Don’t worry – there’s no obligation, and the goal is to see if we are a good fit to work on your project together. At the very least, you’ll get my input on your bookkeeping situation. If we are a good fit, you’ll get tax-ready, accurate, and timely financials prepared by an expert that you can rely on. Send me a message and let’s chat!
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Sales Tax
    QuickBooks Online
    Accounting
    Financial Accounting
    Bookkeeping
    Month-End Close Assistance
    Intuit QuickBooks
    Accounts Receivable
    Accounts Payable
    Bank Reconciliation
    Transaction Data Entry
    Microsoft Excel
  • $250 hourly

    • 5.0/5
    • (3 jobs)
    My main goal as a CPA and Business Consultant is to support you and your company holistically. From managing monthly accounting transactions, forecasting profitability, and implementing processes, we will work together to understand where your company has been, where your company is currently, and what goals you have for your company's future. Let's partner together to build a plan and achieve your goals. During my time at a manufacturing company, I spent a year and a half documenting, understanding, and improving the inventory process and cost accounting. Through detail review, errors were discovered related to the classification of purchases and valuation of inventory. I worked with the Procurement Director and team to implement processes for recording purchase orders which mitigated the opportunity for future errors to occur. The monthly valuation adjustment was determined to be inappropriate and unreasonable which led to the creation of a new process to appropriately review and value inventory. I have worked with Accounting departments to understand how costs are reported. This is an area where some companies lack a full understanding. Through my direct coaching with Accounting Departments, Accounting Managers, CFOs and CEOs, the groups were able to understand the direct impact of cost to the P&L as well as understand how costs were applied at the Company. This new understanding led the companies to adjust to their reporting process. In my multi-faceted roles, I have implemented key processes, managed key aspects of financial analytic improvement and significantly enhanced the accuracy of internal financial and management reporting. I have been a driving force in the creation of the financial analyst roles which support timely and accurate financial reporting. Through collaboration with other global departments, I have improved the accuracy of data flowing from multi-site operations as well as procurement. With my strong system skills as well as advanced Excel capabilities (macros, complex formulas, etc), I have created and enhanced various analytical reports in support of the accounting function, finance function, and operations. Reporting enhancements provided to the accounting function have resulted in a 65% reduction in the monthly close time. Reviews: “It is easy to see that Aimee is self-motivated and willing to do what it takes to accomplish the task. She has had a decent amount of travel to different facilities to investigate their inventory systems. This has required a lot of flexibility on her end, and she has done a great job being flexible. At times, she has had little to no access with some of their systems but has managed to find work arounds or ask questions to others to ensure she gathers the information needed to move forward. “ - VP of Finance and Accounting “She’s been able to pick up the information very quickly and has really run on her own with little to no guidance. She has really been able to dig into the details with this project. During the short amount of time at Sibelco, she has already been able to propose solutions and processes. “- VP of Finance and Accounting “This is a strong area for Aimee as she has already been able to demonstrate what she has learned by teaching and educating the VP of Finance and Accounting. She has been able to lean on others when needed but overall has quickly picked up the structure of the company along with inventory systems.” – VP of Finance and Accounting “Aimee is a great addition to the team. We are lucky to have her.” - VP of Finance and Accounting “[I] appreciate Aimee’s hard work and dedication. He loves her spirt that anything thrown her way, she will get it done and will make it better along the way. They love having Aimee on the team! Keep up the great work! “- VP of Finance and Accounting “The amount of pressure and additional items put on your plated this year were incredibly unique for a senior, especially a first-year senior. I’m utterly amazed at your work ethic and your drive to be better each day and deliver a high-quality audit.” – Senior Manager “It was a great pleasure being your teammate on this engagement, and I couldn’t imagine working through to the end without you. I greatly appreciate everything that you did for me and our firm.” – Senior Manager “The structure of the audit and the team were unique, so you stepped up in every way possible. We had wo managers on the engagement leave during the audit, and you saw this as an opportunity to pull more onto your plate. You were very good at managing the executives and many staff assigned to the engagement.” – Senior Manager Please let me know how I can support your success.
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Technical Accounting
    Accounting
    Staff Development
    Financial Projection
    Financial Analysis
    Financial Statement
    Internal Control
    Cost Accounting
    Process Improvement
    Marketing Audit
  • $80 hourly

    • 5.0/5
    • (208 jobs)
    I am an Australian Chartered Accountant with a B.Comm. and over 30 years accounting and tax law. I am a Xero Certified Advisor, Xero Gold Partner, BAS agent and ASIC agent. I trained with Price Waterhouse and spent 2 years in their London office. I offer a virtual Chief Financial Officer service and provide a complete bookkeeping, accounting, monthly reporting , BAS and taxation advice. I am a retired tax agent so I refer all my tax return work to my tax agent who does excellent, competitively priced work. My skills and expertise includes: • Balance sheet reconciliations and sorting out accounts for clients prior to completing and filing their quarterly BAS statements and income tax returns and frequently negotiate repayment arrangements with the Tax Office for tax debts, regularly achieving major reductions from previous repayment arrangements. • Converting manual records to Xero and Xero set up work. I aim to have my clients obtain a clear picture of how their business is travelling at any stage in the accounting year and to have a better understanding of their financial position. • Organising new company and Trust registrations and advising on the setting up of any businesses in Australia. I know how to navigate the maze of statutory, taxation, transfer pricing, intercompany charges and regulatory requirements to become operational. • Due diligence reports on potential acquisitions, preparing the financial statements for IPO prospectuses and have done forensic accounting and written reports to be submitted in Court evidence as an accountant expert for clients involved in Court action against their business partners. I have many excellent references, a recent example: Rating is 5 out of 5. Feb 27, 2022 - Mar 13, 2023 "The best accountant on Upwork. Peter is extremely knowledgeable, highly experienced over many years, has excellent attention to detail, and explains complex topics in an easy to understand manner. Highly recommended!" $2,712.50 $75.00 /hr 36 hours Another reference: "He made my project a top priority, single handedly renegotiated a large ATO debt to a small monthly payment where 3 other negotiators had previously failed."
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Format Conversion
    MYOB AccountRight
    Xero
    Audition Preparation
    Forecasting
    Tax Law
    Forensic Accounting
    Due Diligence
    Cash Flow Statement
    Bank Reconciliation
    Cash Flow Analysis
    Microsoft Excel
    Balance Sheet
    Intuit QuickBooks
  • $10 hourly

    • 4.4/5
    • (85 jobs)
    I possessed more than 10 years of experience working with various Real Estate and Business Establishments in different states in USA and as well as in Australia. As a Bookkeeper and Administrative Assistant, I can offer diverse administrative and operations assistance in fast-paced environments. I’m always ensuring that my work meets the highest standards of accuracy and compliance. I can maintain an exceedingly functional and professional environment while handling bookkeeping/ admin support. I have a knack for problem solving and can work well independently and with little over sight. I can respond to requests from colleagues and staff in a timely manner and I am adept at prioritizing multiple ongoing projects. I am very familiar with the following softwares: -Buildium -Appfolio -Quickbooks -Net Suite -Asana -Evernote -Microsoft Word, Excel, and power point -Google sheets and docs Also, I can adapt quickly to new programs and procedures. I will make sure to provide unparalleled accuracy and help to expand your business goals.
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Month-End Close Assistance
    Invoice Managemement
    MLS Consulting
    Property Management
    Real Estate Investment Assistance
    Administrative Support
    QuickBooks Online
    Accounting
    Buildium
    AppFolio
    Bookkeeping
  • $40 hourly

    • 5.0/5
    • (34 jobs)
    I am a qualified Chartered Accountant(equivalent to CPA) with more than 10 years of experience in Bookkeeping and accounting. I'm a certified Quickbooks ProAdvisor and Xero Advisor, expert In Data Analysis, Accounting, Financial forecasting in Microsoft Excel, and Google Spreadsheets. Also, I'm an Excel pro.
    vsuc_fltilesrefresh_TrophyIcon Internal Controls
    Microsoft Excel PowerPivot
    Accounts Payable Management
    Financial Analysis
    Finance & Accounting
    Xero
    Data Analysis
    Accounts Receivable Management
    Financial Reporting
    Oracle NetSuite
    Invoicing
    Bookkeeping
    Cash Flow Analysis
    Chart of Accounts
    Financial Variance Analysis
    Microsoft Excel
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