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Check out QuickBooks Consultants with the skills you need for your next job.
- $120 hourly
- 5.0/5
- (72 jobs)
Federal contract specialist, SBIR Accounting, Grant Accounting, NIH grants, NSF grants, Department of Defense Contractor Accounting, Research Contract Accounting, Government Contract Management, Technical accounting. Over 20 years experience with SBIR DoD cost accounting and contract administration. Specializing in small businesses. Full-charge accounting. Financial Statements. Set up, maintenance and operation of Approved Accounting Systems. DCAA compliance, Indirect Rate proposals, cost proposal preparation, incurred costs, direct and indirect cost reporting, overhead budget reporting, DCAA audits and reporting, A/R, A/P, Invoicing, Job Cost reporting, Budget vs. Actual reporting and analysis, audit preparation, reconciliations. Quickbooks, Excel, Word, etc. Skills transferable to all SBIR programs such as NIH, NSF, etc. and non-profits. Agencies worked with include Army, Air Force Research Laboratory, Office of Naval Research, MDA, NSF. Full charge cost accounting, WAWF, EDA experience. Subcontract Administration with Research Universities. FAR, DFARS, DCAA, DCMA compliance. Client focus is on Small Businesses working in Government Procurement and Research Contracting, particularly SBIR programs, and non-profits. Remote Services.QuickBooks Consultants
QuickBooks OnlineFinancial StatementRequest for ProposalCost AccountingFederal Acquisition RegulationsGovernment ProcurementComplianceContract ManagementResearch ProposalsChart of AccountsTechnical AccountingBank ReconciliationIntuit QuickBooks - $40 hourly
- 4.3/5
- (16 jobs)
I offer Financial services and Digital Marketing expertise for Upwork clients. Accounting & Finance Expertise: I have been using Quickbooks as a business owner and a manager since 2002. I am an expert in bill entries, bills due report, bank downloads, account creation, monthly reconciliation, profit/loss, balance sheet reports... I can also help with year end tax reporting and year end close outs. I also build "reporting" files for business management that will help the managers see their key performance indicators. I am experienced in cleaning up books, uploading/coding up to 5 years of transactions. I will make sure your books are up to date to help grow your business. Digital Marketing Expertise: I worked in advertising and marketing since 1997. I worked for network agencies and big brands in Media and Account Management departments. I can manage your Social Media while you focus on your business. I have experience with Social Media Strategy, Content Calendars, Content Management and Reporting.QuickBooks Consultants
Numeric FluencyAccount ReconciliationAccounting BasicsBookkeepingAccounts Payable ManagementBank ReconciliationIntuit QuickBooksAccounts ReceivableQuickBooks OnlineFinancial Accounting - $65 hourly
- 4.9/5
- (134 jobs)
I am an accomplished accounting professional with over twenty years of experience, specializing in remote bookkeeping services tailored to meet the unique needs of businesses. As a certified QuickBooks Online ProAdvisor, I bring a wealth of expertise in managing accounts payable, accounts receivable, payroll, and conducting bank and credit card reconciliations, including special payment reconciliations. My commitment to delivering timely monthly financial statements and reports ensures that my clients are always prepared for taxes and audits. In addition to my core accounting skills, I have extensive experience in fiduciary accounting. I hold certifications in Fiduciary Conservatorships and Fiduciary Trusts from California State University, Fullerton, and I currently work with professional fiduciaries across California, providing them with reliable and detail-oriented support. I pride myself on my reliability and meticulous attention to detail, qualities that I believe are essential for success in this field. I am eager to collaborate with you on your next project and contribute to your financial success. Thank you for considering my services. I look forward to the opportunity to work together.QuickBooks Consultants
Real Estate Financial ModelingMicrosoft WordAccounts Receivable ManagementAccounts Payable ManagementIntuit QuickBooksBookkeepingMicrosoft ExcelData Entry - $40 hourly
- 5.0/5
- (59 jobs)
I am seeking bookkeeping and staff training opportunities. I have strong skills in accounts receivable, billing, accounts payable, bank reconciliation, expense tracking, inventory setup and maintenance, general ledger coding, new company setup, Gusto/ADP/Paychex payroll detail entries and reports. I am proficient with QuickBooks, QB Online-(Platinum ProAdvisor), Shopify, Excel, and REI Rental Property Hub. I'm a quick learner with custom software. QuickBooks Online Training via Zoom, Hourly contracts only. Training is bid at a higher hourly rate depending on the project difficulty and your team member's skill level. Full Charge Bookkeeper since 1998, Remote Freelancer since 2015 I look forward to assisting you with your bookkeeping projects.QuickBooks Consultants
Personal Training SessionEmployee TrainingTeam TrainingTraining SessionTrainingAccounts Receivable ManagementAccounts Payable ManagementInventory ManagementQuickBooks OnlineFinancial StatementIntuit QuickBooks - $12 hourly
- 5.0/5
- (15 jobs)
With 16 years of corporate experience as an Accounting Supervisor, I have honed my expertise in bookkeeping for the payroll and retail industries. Additionally, I’ve worked as an Amazon FBA Product Researcher, managing administrative tasks such as purchasing, cost of goods (COG) analysis, shipment tracking, USS updates, and invoice follow-ups. I am well-versed in utilizing various Amazon tools. I currently oversee bookkeeping for a construction business and an Airbnb operation, bringing over three years of specialized experience to these industries. My proficiency in QuickBooks Online and Xero ensures precise and reliable financial management. I am a dedicated professional known for being approachable, highly motivated, quick to adapt, and committed to delivering effective support for your business.QuickBooks Consultants
Administrative SupportProduct SourcingGoogle DocsXeroBookkeepingData EntrySAPMicrosoft ExcelIntuit QuickBooksBank Reconciliation - $50 hourly
- 5.0/5
- (198 jobs)
I specialize in QuickBooks- both Desktop and Online. I do not offer QB training or tax filing. Menu of services: *Year end review-I partner with a CPA that will review your books and provide audited financials. *Start up-If you are starting a new business and have no idea what a Chart of Accounts is or how to set up Customers and Vendors then I will get you up and running *Clean up-Sometimes just don’t know where to book those receipts so you guess or put them all to Miscellaneous and let your CPA figure it out at Year-End. Maybe you are new to this or discover that your bookkeeper didn’t know as much as they said they did. Now your books are a mess and you can’t get a handle on how your business is doing. *Catch up-This is a great service for the business owner who wants to keep their own books but has fallen behind. I can step in, get everything caught up so you are back up and running. *Monthly Review-If you are the business owner who wants to enter bills, cut checks and create invoices but not deal with the monthly bank reconciliations and needs someone to reconcile accounts and review the months transactions for accuracy. *Full Service Bookkeeping-I handle all transactions for you. *Custom Plan- We come up with a custom plan that fits your needsQuickBooks Consultants
Inventory PluginGeneral LedgerFinancial ReportingMonth-End Close AssistanceFinancial AnalysisJob CostingBookkeepingTransaction Data EntryAccounts PayableMicrosoft ExcelIntuit QuickBooksAccounts ReceivableBank Reconciliation - $100 hourly
- 5.0/5
- (106 jobs)
I am a highly skilled professional and small business owner with a Bachelors Degree in Business Management. I have worked exclusively with QuickBooks for over 20 years and offer Full-Cycle accounting services, bookkeeping services, tax preparation and consulting to assist your company with meeting its financial goals. I am proficient in financial analysis, forecasting and budgeting, retroactive bookkeeping and clean up, new account set-up, monthly bookkeeping maintenance, payroll processing, accounts receivable, accounts payable, bank reconciliation, journal entries, monthly and annual financial reporting, month end and year end closings. I have owned several small businesses of my own and worked as Senior level management with responsibility for teams of 5-125 staff. This includes fortune 500 companies, international charities and several other small businesses in the profit, not-for-profit and non-profit sectors. I am extremely detailed oriented, reliable and an excellent problem solver. As a small business owner, I am intimately familiar with the demands of running a small business and the myriad of challenges that it presents. My goal is to provide my clients with a little peace of mind knowing that they can focus their time and resources on developing their core business. Technology is changing the workplace very quickly, I can help you identify inefficiencies and implement new technologies to streamline your existing accounting systems and processes or redefine them in their entirety.QuickBooks Consultants
ExpensifyStripeBill.com Accounts ReceivableBill.com Accounts PayableIntuit QuickBooksFinancial AccountingBookkeepingPayroll AccountingBudget ManagementBank Reconciliation - $75 hourly
- 4.7/5
- (236 jobs)
If you are in need for an experienced bookkeeper and use QuickBooks Online - look no further. Highly reliable, ethical and client-focused bookkeeper focusing on Quickbooks Online. If you've ever said "My books are a mess" or "I just need help!" then I'm the bookkeeper for you. No books are beyond saving, let me do the hard work for you so you can focus on what matters most - your business! What can I do for YOU? - Setting up new Quickbooks Online accounts - Accounts Payable/Receivable - Quickbooks Online training (my favorite!) - Forensic Accounting - Finding, investigating and fixing incorrect transactions - Bank/Credit Card reconciliations - Payroll (Gusto Partner) - Maintaining books by coding transactions and keeping the financials clean for decision making - Financial Reporting - Automation & setting rules - App Integration (A2X, Gusto, Paypal, Etsy, Amazon, etc) - Journal entries (accruals, amortizations, loans) - TSheets/QuickBooks Time (Partner & Certified) - Job/Project Costing - Depreciation tracking - A/R Factoring Some examples of successes with past clients: - Uncovered proof that an employee had embezzled over $1M from a client over several years. The proof that I found directly led to a conviction - Reconciled 5+ years of books for a client with several bank accounts that had ignored their books entirely. They were able to have clean books caught up to date and able to file their taxes - Advised several clients on how to save hundreds (to thousands) of dollars in areas such as credit card fees, payrolls, and deductions they were missing out on A little info about me: I'm the owner of Lone Star Bookkeeping, LLC which focuses on Quickbooks Online bookkeeping and accounting solutions for SMB clients. I pride myself on my speed, accuracy and integrity and I always put my clients' needs and timelines before my own. I'm a Quickbooks Online Advanced Certified ProAdvisor and have a BBA in Accounting from UT Arlington. I thoroughly enjoy taking on new clients, getting to know them and dive into their books to fix or uncover any issues they're concerned with. My background includes clients in the following fields: Oil & Gas, Doctor/Therapist offices, Manufacturing, Service Companies, e-commerce & physical retailers. My past roles include being a CFO, Controller, Accountant, Inventory Manager, and a Purchasing Manager. I have 15+ years of experience. My specialty has become fixing mistakes by less experienced bookkeepers and maintaining the integrity of each of my clients' books so they can make the decisions they need to for their business. My passion is teaching my clients by sharing my expertise so they understand why accurate bookkeeping is important and how it can affect their business and tax implications. I'm most rewarded by the client being happy with my work and hopefully leading to long-term business relationships. I put everything I have into my business. Gaining your respect and your business as a satisfied long-term client is my foremost goal. Choosing the right bookkeeper for your business can seem overwhelming and scary at times. Please feel free to read the reviews of some of my past clients, and allow me to put you at ease knowing that you're making a great decision. I welcome you to invite me to interview for your bookkeeping position and I'm looking forward to speaking with you soon! - Mark Flores Lone Star Bookkeeping, LLCQuickBooks Consultants
Balance SheetBookkeepingQuickBooks OnlineBank ReconciliationAccount ReconciliationFinancial AccountingTrainingIntuit QuickBooksFinancial Statement - $32 hourly
- 4.7/5
- (273 jobs)
Quickbooks Online Certified with an MBA in Accounting with experience working with a multiple industries including distribution, consulting, contractors and self-employed individuals. Experienced accounting software instructor with several accounting software systems, assisting businesses in moving from manual to automated systems. Reliable, organized, flexible, detail oriented with ability to comprehend your overall system as well as the details. . I focus on Quickbooks Online Cleanup, Training, Troubleshooting, and Reconciliation and then if requested, will continue doing monthly bookkeeping! Please note that I will only be able to interview or communicate through Upwork in discussing any opportunities. Thank you.QuickBooks Consultants
BookkeepingIntuit QuickBooks - $25 hourly
- 4.8/5
- (49 jobs)
✅ Top Rated Upworker, 10K+ hours of Experience ✅ Top notch Expert in QuickBooks, MYOB, Wave Apps, XERO Certified I am a certified Xero Professional with over 15 years of experience in bookkeeping/finance/accounting and auditing in a CPA firm. I am able to provide accurate bookkeeping and accounting results. My data entry skills are excellent and my areas of expertise are attention to detail, accuracy, and General Accounting functions. I produce results quickly and can meet deadlines with precision. I guess one of my greatest strength is attitude to continuous learning new skills and ideas as well, and yes I am a fast learner too. All types of bank/credit card statements like Amex (American Express), Citizen Bank, Citi Bank, Wells Fargo, Farmers & Merchants, Chase, HSBC, Bank of America Paypal statements etc.. will be well categorized and posted, reconciled in specified manner.QuickBooks Consultants
Accounts Payable ManagementAccounts Receivable ManagementWave AccountingBookkeepingXeroBalance SheetBank ReconciliationAccount ReconciliationFinancial AccountingAccounts ReceivableIntuit QuickBooks - $50 hourly
- 5.0/5
- (17 jobs)
I have 18 years of experience in the accounting industry, 13 years of experience as a full charge bookkeeper, including payroll and taxes, for multiple entities. I have worked for Intuit Quickbooks for the past year as a Live Bookkeeper. I specialize in month-end accounting for solopreneurs, entrepreneurs, and small businesses. That includes categorization, reconciliations, month-end reporting with a consultation. I also specialize in clean-up services to get your books up to date. I am detail-oriented and quick working so your job will be accurate and on time.QuickBooks Consultants
Financial StatementBiology ConsultationIntuit QuickBooksPayroll AccountingBank ReconciliationAccounts PayableAccounts ReceivableGeneral Ledger - $50 hourly
- 5.0/5
- (52 jobs)
Let me streamline your financials. I am a Quickbooks Online Certified ProAdvisor, and after my many years of office experience I enjoy Accounting/Bookkeeping, Forensic Accounting and Account Management. I have extensive knowledge of: *QuickBooks Online & Desktop Versions *Microsoft Excel & Word *Outlook *GSuite *Gusto *ADP *Mailchimp I am business process savvy, committed to timely task completion and detail oriented. Over the years I have acquired the necessary business skills to assist you in achieving your company’s goals. I am committed to ensuring your accounting and financial needs are met reliably and efficiently, so you can concentrate on what matters most: serving your clients. I truly value helping people & getting them results.QuickBooks Consultants
QuickBooks OnlineData EntryAccounts Receivable ManagementAccounts Payable ManagementAccount ManagementAccounting BasicsBookkeepingAccounting SoftwareBank ReconciliationAccountingMicrosoft ExcelIntuit QuickBooks - $150 hourly
- 5.0/5
- (146 jobs)
I provide a full range of accounting services including individual, partnership, and corporate tax returns; monthly, quarterly, and annual financial statements for small businesses; payroll and sales tax services; new business consulting; QuickBooks assistance, setup & training; and other accounting services. I have also worked as a CFO for a swine management company and software company who incurred rapid growth while I was there. At both businesses, I was able to recommend tax strategies or improve current work processes that increased annual cash flow by $200,000 at one company and $800,000 at the 2nd company. I always been heavily involved with the tax side every where I've worked. I started out in the tax department at a large CPA firm, before working in a tax department at a Fortune 500 company. Ever since I moved to northern Iowa, I have done individual and business tax returns as a side business until deciding to leave the corporate world and working as a contract CFO/controller and adding to my tax preparation business.QuickBooks Consultants
Management AccountingFinancial ModelingCPACorporate TaxIntuit QuickBooksTax LawTax Preparation - $35 hourly
- 4.9/5
- (157 jobs)
With over 10 years of experience as an accountant, I am responsible for the full charge bookkeeping function and tax services. I am adept at efficiently preparing comprehensive financial statements and providing tax services. My proficiency in QuickBooks Desktop and QuickBooks Online, complemented by my certification as a ProAdvisor, ensures that I can effectively manage your QuickBooks migration and ongoing bookkeeping needs. My attention to detail and organizational skills guarantee precise monthly and year-end reconciliations. My competitive rates of $35/hour for remote bookkeeping and $75/hour for QuickBooks training offer you cost-effective solutions without compromising on quality. I am committed to delivering exceptional service and fostering a long-term professional relationship. I look forward to the opportunity to contribute to your financial management and support your business growth. Accounting Services Catch up & Clean up books Monthly/ Quarterly Bookkeeping YE Financial Reports Reconciliations $35/h Remote Bookkeeping $50/h Onsite Bookkeeping $75/h QBO Training $75/h Payroll Training Tax Services $350 Individual Tax Returns ( add $ 50 for each Schedule C, E, and F) $550 S-Corp and Partnership Tax ReturnsQuickBooks Consultants
Chart of AccountsAccount ReconciliationPayroll ReconciliationJournal EntriesAccountingAsanaBill.com Accounts PayableBill.com Accounts ReceivableTSheetsBalance SheetPayroll AccountingBookkeepingIntuit QuickBooks - $18 hourly
- 4.9/5
- (113 jobs)
✳️ Do you need bookkeeper / Accountant for Quickbooks Online or Xero or Wave or Sage ? ✳️ Are you looking for Premium Quality Work, Fast Response and Updated Books? ✳️ Do you need tax preparer to file taxes for your business and personal ? Then you are at the right place. I can start immediate. Hello and welcome! ✳️ INTRODUCING MYSELF ✔ Chartered Accountant, Cost Management Accountant and US CPA Aspirant ✔ QuickBooks Online Advanced Certified ProAdvisor and Certified Xero Advisor ✔ 9+ years of solid working experience in accounting and bookkeeping. ✔ Solid expertise in Quickbooks Desktop, QBO, Xero, NetSuite, FreshBooks, Wave, Zoho ✔ Experienced in US GAAP, Canadian and Australian accounting standards ✔ Top-Rated Freelancer and Completed 2000+ hours on Upwork ✔ Friendly, Cool and Calm Book Keeper ✳️ WHY YOU SHOULD HIRE ME ✔ Premium Quality work ✔ Guaranteed services with utmost professional care & diligence ✔ Fast responses through messages, call, emails, and screen sharing apps ✔ Peer review of work before final submission. ✔ Unlimited scheduled meetings ✔ Complete data integrity, confidentiality, and conflicts of interest ✔ Excellent clients feedback & Portfolio ✔ Friendly Communication all-time with client ✔ Serve all our clients with honesty and sincerity to achieve outstanding results ✳️ AREAS OF MY EXPERTISE 💎 BOOKKEEPING ✓ Initial set up of QuickBooks, Xero, Wave including chart of accounts ✓ Proper verification and categorization of transactions. ✓ Reconciliations of Banks, Credit cards, PayPal and Stripe ✓ Preparation of Invoices, Bill, Purchase order, Deposit and Expenses ✓ Accounts Receivable and Accounts Payable Management. ✓ Inventory Management with complete reconciliation. ✓ Payroll Processing and tax returns ( using QuickBooks, ADP, Gusto, etc.) ✓ Journal entries ✓ Job / Project costing 💎 ACCOUNTING ✓ Preparation of Monthly financial statements (Balance sheet, profit & loss, cash flow) ✓ Reconciliation of accounts & general ledgers ✓ Preparation and Filing tax returns of Individuals and Corporates ( US, Canada, Australia ) ✓ Preparation and filing of W2 and 1099 ✓ Preparation of Australian BAS statements 💎 ANALYSIS ✓ Cash flow projections, Budgeting, and Financial forecasting ✓ Integration of accounting software with different technology apps ✓ Analyze data in Advanced MS Excel ✳ TOOLS & TECHNOLOGY WELL VERSED IN Strong desire to explore new technology as well as Integration of accounting software ✔ Quick books Online, Quickbook Desktop, Xero, Wave, NetSuite, Zoho, Odoo ✔ Advance Microsoft Excel, Google Sheets, Inventory Lab, TeamViewer, Dropbox, Asana ✔ Hubdoc, Expensify, Receipt Bank, Dext, Bill.com, A2X, Webgility. ✔ eCommerce, Shopify, Amazon, AppFolio, Buildium, Yardi, Stripe ✳ AMPLE EXPERIENCE OF WORKING IN ✔ Accounting and Bookkeeping of E-commerce ✔ Accounting and Bookkeeping of Tech / Web development, SaaS ✔ Accounting and Bookkeeping of IT Managed service Provider ( MSP ) ✔ Accounting and Bookkeeping of Construction ✔ Accounting and Bookkeeping of Real estate, Property Management, Fix and Flip ✔ Accounting and Bookkeeping of Real estate agent and realtor ✔ Accounting and Bookkeeping of Non-Profit organization ✔ Accounting and Bookkeeping of Manufacturing ✔ Accounting and Bookkeeping of Marketing agency ✔ Accounting and Bookkeeping of Consulting ✔ Accounting and Bookkeeping of Retail & Wholesale businesses ✔ Accounting and Bookkeeping of Trucking, Transportation ✔ Accounting and Bookkeeping of Hotel, Restaurant & Café ✔ Accounting and Bookkeeping of Travel and Tour company ✔ Accounting and Bookkeeping of Healthcare ✔ Accounting and Bookkeeping of Service sector ✔ Accounting and Bookkeeping of Architecture, Healthcare, Medical, Law firm, Author ✔ Personal Bookkeeping ✔ Various small business owner providing different and valuable accounting services ✔ Experience of working with CPA Firm and Bookkeeping Firms ✳ PORTFOLIOS: Please visit the portfolio section below in my profile or contact me to see my previous work samples ---------------------------------------------------------------------------------------------- From the bottom of my heart, please accept my profound thanks for visiting my profile. ⭐⭐ Here's next ⭐⭐ You're interested in having an expert accountant to give you peace of mind and take accounting off of your plate. All you need to do is schedule a 30-minute Discovery Call to meet via Zoom or Voice Call to see if we are a good fit for each other. You can also send me a message about your project and your work requirements. It will be a pleasure to meet you. Best Regards, CA Mahaveer InaniQuickBooks Consultants
QuickBooks OnlineAccounting Principles & PracticesXeroBank ReconciliationBookkeepingAccounting BasicsTax PreparationAccounts PayableAccounts ReceivableMicrosoft ExcelFinancial ReportAccount ReconciliationIntuit QuickBooks - $75 hourly
- 4.7/5
- (70 jobs)
I specialize in setup, cleanup, and ongoing management of QuickBooks Online accounts, helping businesses and individuals achieve clarity and control over their finances. I also provide customized training on workflows, best practices, and how to tailor QuickBooks Online to your specific business or personal needs. With over 14 years of experience on the QuickBooks platform, I’ve worked with a diverse range of clients—from high-net-worth individuals to businesses such as custom cabinet manufacturers, personal injury law firms, coffee shops, tech startups, and digital marketers. My expertise includes: • Accounts Payable (A/P), Accounts Receivable (A/R), Job Costing, Commission Calculations • Financial Statements, Customized Reports, Journal Entries, and Budgets • Payroll Setup (including W-2s, 1099s), Trust Accounts, and Tax Preparation • Cleanups and Integrations with Amazon, Gusto, PayPal, Shopify, Stripe, and Square I’m passionate about building long-term relationships with my clients, and remaining available for ongoing support and questions. I take pride in providing reliable, accurate financial management, allowing you to focus on what you do best—running your business. Let’s work together to bring peace of mind, clarity, and confidence to your financial records.QuickBooks Consultants
Accounting BasicsBookkeepingAccounting SoftwareQuickBooks OnlineMicrosoft WordAccounts Payable ManagementHuman Resource ManagementFinancial ReportingFinancial AnalysisMicrosoft ExcelAccountingFinancial AccountingIntuit QuickBooks - $30 hourly
- 4.7/5
- (59 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!QuickBooks Consultants
Financial ReportingFinancial AnalysisFinancial ModelingBusiness ValuationCPABusiness ModelingBusiness AnalysisInvestment ResearchIntuit QuickBooksBookkeepingBank ReconciliationMonth-End Close AssistanceFinancial Report - $30 hourly
- 3.8/5
- (19 jobs)
With 20 years of dedicated experience as a finance professional, I specialize in providing reliable accounting and bookkeeping support services tailored to help business owners not only achieve their goals but thrive in the long term. My Expertise: 📝 Setup of Accounting Systems: I guide you through selecting the right software and configure it for optimal efficiency, ensuring your accounting system is a powerful asset for your business. 💼 Meticulous Bookkeeping: Your financial data is meticulously organized and error-free under my care, providing you with a reliable foundation for strategic decision-making. 🔄 Seamless Data Migration: I ensure a smooth transition when transferring your financial data to new systems, minimizing disruptions and data loss. 🔍 Accurate Reconciliations: Every account and credit card statement is meticulously reconciled, leaving no discrepancies and ensuring your financial records align perfectly. 💰 Optimized Receivables Management: Improve cash flow and timely collections with my expert handling of your receivables, keeping your finances healthy. 💸 Efficient Payables Management: Keep your vendors satisfied and your finances in check with streamlined accounts payable processes, saving you time and resources. 📊 Compliant Financial Statements: Receive accurate and compliant financial statements, ready for thorough analysis and confident decision-making. 📈 Insightful Management Reporting: Gain valuable insights into your business's performance with customized management reports, highlighting key metrics that matter most to your success. 🔄 Comprehensive Statement Consolidation: For multi-entity businesses, I consolidate financial statements to provide a clear, comprehensive view of your entire operation. 🔍 Smooth Intercompany Transactions: Navigate complex intercompany transactions with ease, ensuring accuracy and compliance in every step. 📉 Strategic Budgeting & Forecasting: Plan for success with detailed budgets and forecasts tailored to your business's unique needs, guiding your financial decisions toward growth. How I Add Value: 📚 Solid Foundation with Accurate Bookkeeping: Your financial records are meticulously maintained, providing a reliable backbone for strategic decision-making. 📊 Empowering Decision-Making with Timely Reporting: Receive reliable financial reports promptly, empowering you to make informed, strategic decisions for your business's growth and stability. 📈 Driving Growth with Financial Analysis: Gain valuable insights with detailed financial analysis. Uncover trends, opportunities, and areas for improvement to drive your business forward. Why Choose Me? ✨ Decades of Experience: With two decades in finance, I bring a wealth of knowledge and expertise to every project. ✨ Reliability: Count on accurate work delivered on time, every time, with a keen eye for detail. ✨ Tailored Solutions: Customized financial solutions designed to meet your unique business needs, propelling your success and growth. Let's collaborate to optimize your finances, drive growth, and pave the way for your business to thrive. Reach out today to discuss how I can help empower your business to succeed!QuickBooks Consultants
Chart of AccountsFinancial AuditInvoicingCPAMonth-End Close AssistanceFinancial Variance AnalysisIncome StatementTaxesFinancial StatementGeneral LedgerBank ReconciliationAccounting Principles & PracticesIntuit QuickBooksBookkeeping - $30 hourly
- 4.5/5
- (195 jobs)
I am an Accountant with over 15 years of Accounting experience and a BS in Accounting. I have my QBO ProAdvisor status and I also am experienced with Xero, Wave, Freshbooks, and Zoho. I have acclimated to several applications that have assisted in the Accounting efficiencies from Slack, Zoom, Hubdoc, Google Applications, Expensify, Bill.com, etc. I have also worked tax season as a Multi Domain Expert Lead in Turbo Tax and QBO Live. I have worked on Upwork for over 10 years and although I haven't been able to assist everyone the way I would have liked, I have always kept Top Ratings and am grateful that I could assist so many with getting their finances in a great place and to understand the numbers without drowning them with lingo that is hard to understand. I am proud to have helped clients that are mid to small businesses to start up with a new accounting system and integrate it with other applications and also to maintain relationships for several years.QuickBooks Consultants
Management AccountingProject AccountingWave AccountingAccounts Receivable ManagementAccounts Payable ManagementDatabase ManagementBookkeepingSlackXeroIntuit QuickBooksFinancial AccountingTax PreparationPayroll Accounting - $50 hourly
- 4.7/5
- (92 jobs)
Thanks for looking at my profile. I am a remote bookkeeper that has extensive knowledge and experience in many fields. Pawn Shop and Contractors being my specialty but also have multiple e-commerce clients as well. I don't just do the numbers, I am an advisor who will look out for your company and to help you to know where your money is coming and going. I don't just take on jobs and brush them off to an overseas contractor, I am doing the work myself and so I get to know your business inside and out. I am: Quickbooks Advanced Certified Pro Xero Pro Advisor Freshbooks Advisor GUSTO Certified People Advisor Bill.com partner Expensify partner Gusto Partner Lastpass user Hubdoc user Receiptbank user Clickup user ADP Accountant Partner A2X Partner National Association of Certified Bookkeeper Member Missouri Notary Public Hold a PTIN from the IRS Have been fingerprinted and background checked by the FBI for the IRS Have 12 years experience doing all bookkeeping for 6 figure e-commerce store, monthly reconciliations. Income statements and everything they need to do their taxes at the end of the year.. Here’s how I can help you with your small business. 1. Set Up, Catch Up, and Keep Up your Online Bookkeeping so you don't have to worry about it. I will: - Accurately record your transactions so you can have clean, tax-ready financials - Keep a clean paper trail and attach supporting documentation in QBO - Do you accounts payable for you - Reconcile your accounts so you can be sure the numbers are right - Customize reports so you can understand the numbers and gain actionable insights 2. Payroll - I enter and control payroll for multiple clients, one being an 85 employee company. I have extensive knowledge in Pawn Shop accounting. 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. Upwork is not the only place you will find my 5 star reviews. They can be found on my QuickBooks profile and website. Problem Solved MCole, March 26, 2021 "I had a major discrepancy between my P&L and other Sales reports. My CPA couldn’t figure it out, neither could another Quickbooks expert I hired. But Rebecca sorted out the problem in about 30-45 minutes. And it turned out to be an issue with Quickbooks for Mac. She was a smart, methodical, and a pleasure to work with. I would highly recommend her to anyone that needs help." Midwest Bookkeeping Solutions.QuickBooks Consultants
GustoXeroIncome StatementChart of AccountsBookkeepingTransaction Data EntryAccounts ReceivableBalance SheetAccounting SoftwareAccounting BasicsBank ReconciliationIntuit QuickBooks - $80 hourly
- 4.7/5
- (74 jobs)
You started your business for financial freedom, not to stress over tax filings, work more hours, and get frustrated with paperwork and receipts. As a QuickBooks ProAdvisor, I can help to remove those worries so that you can focus on running your business! Here are ways that I can remove the confusion around your money... so that you can make more money: • Provide clarity on your company's finances. This assists when making decisions on how to grow your company (examples: advertising, business financing, hiring help, etc.) • Keep track of your cash flow, so that you can understand your profits. • Execute the best methods to keep track of your expenses for tax savings. • Keep all accounts in balance and reconciled. • Provide monthly reports to show the financial standing of your business. These reports can also be forwarded to your accountant for easy tax filing. I talk with growing business owners all of the time and it’s always the same things that we talk about - the overwhelm around managing their business finances and not having the time to learn how, while also handling daily business operations. With years of experience, I have helped to solve this problem for others and I can gladly help you find your balance too. Let's work together to free you from the stress of bookkeeping so that you can focus on what you do best, which is building your business! Your load can be lighter with the help of a bookkeeper. Reach out today to find out how.QuickBooks Consultants
Financial ProjectionFinancial ReportingTax PreparationCash Flow AnalysisAccount ReconciliationGAAPQuickBooks OnlineChart of AccountsBalance SheetBank ReconciliationIntuit QuickBooksAccounts PayableCash Flow StatementBookkeepingAccounts Receivable - $20 hourly
- 5.0/5
- (7 jobs)
If you are looking for a well-experienced individual who can offer professional help in your business? Do you need an assistant in handling your business? I may be of great help, let's keep in touch. My name is Michelle and you can drop your message and contact me here anytime. I am confident that I can provide effective output and working is my passion. I work quickly and great at managing time with years of experience in SEVERAL FREELANCER PLATFORM.. I have 6 years of virtual assistant experience in purchasing, supply chain management, operations, or planning, as well as Amazon Fulfillment (FBA) (onlinejobs.ph) Skills: * I collect quotations and Negotiates with Vendors. * I am good at Purchase Order preparations. * I have knowledge of global logistics and supply chain operations. * I have coordinated FCL and LCL shipments to freight forwarders all incoming Orders by land, sea and air from China and India going to USA. * I am capable of performing analysis and have proficiency with Excel, Google Sheets, and other data analysis tools. * I am able to establish and maintain strong business relationships with Shipping Lines and Freight forwarders. * I am self-motivated and proactive, and I can work both independently and as part of a team. * I can manage Amazon FBA/FBM/Warehouse in-stock positions, ensuring that the always in stock rule is followed so that our customers always have access to our products. * I am a detail-oriented, analytical thinker with inventory planning and management. * I am able to work with other teams to ensure efficient and effective management of inventory levels, supporting the delivery of high-quality products to customers. * I can help to implement inventory management replenishment plans for Amazon fulfillment centers, regularly monitoring inventory levels and proactively reporting opportunities to optimize inventory. * I always maintain optimal inventory levels and ensure timely replenishment of products in Amazon FBA. * I often do balancing of stock levels, taking into account excess inventory, inventory holding costs, and aging inventory, and make recommendations for adjustments. * I see to it that we maintain strong business relationships with 3PLs and other partners to ensure smooth operations and issue resolution, accurate and timely order processing and tracking replenishment shipments to Amazon fulfillment centers. * I always work closely with the rest of the team to meet sales targets and increase revenue. I am an Amazon FBA VA - can do product research with reports on profit for wholesale and product label - can do product listing - can do Inventory Management - can do the removal of listings when required - can do shipment schedules and monitoring - can do fulfillment - Previous experience with Amazon Seller Central Willingness to perform various different tasks and with high regard for excellence, continuous learning, and creative thinking. Tools applied: Jungle scout or Amz scout Camelcamelcamel Keyword finder Keepa Google Trends I am a Seller Cloud enthusiast - can do Inventory report and manage stocks - can prepare Purchase orders - can prepare FBA inbound shipments Tools applied: MS Excel MS Access Onedrive Intuit Quickbook I am a Shopify builder - can create Shopify store - can list products from for dropshipping - can answer inquiries and assist customer concern Tools applied: Oberlo In cart Upsell Aftership Freeshipping bar I am a Data Entry Analyst - Previous experience in gmail and google spreadsheets/excel spreadsheets -Strong understanding of Microsoft Excel, Google sheet or similar database software. -Knowledge of word processors, like Microsoft Word. - typing and transcription skills -Ability to research and collect data. - Ability to calculate and interpret mathematical data - Good time management skills - Research Skills particularly online search via Google - Technology Skills - Google Suite, MS Excel, Social Media (eg Slack, WhatsApp, Facebook Messenger, Skype, Zoom) - Fluent in English, both spoken and written - Strong attention to detailQuickBooks Consultants
Purchase OrdersSupply Chain ManagementProcurementIntuit QuickBooksPurchasing ManagementSourcingShopifyPrice & Quote NegotiationAlibaba SourcingSupply Chain & LogisticsDropshippingData EntryMicrosoft Excel - $15 hourly
- 4.7/5
- (78 jobs)
I have been in Upwork for 13 years, with 25,000 hours of work done, for more than 70 clients. I have managed to maintain an outstanding profile and feedback record. In fact, I am one of the Top 1% Successful oDesk Freelancers. (please see portfolio for the certificate) Some of the tools and sites I have experience using are Basic Tools: Microsoft Office Google Office Dropbox Slack Real Estate: Propertyware Parlay PACER NETR Online RealProspect InnGenius PMS E-Commerce: Bigcommerce Shopify WordPress Accounting: Intuit Quickbooks QuickBooks Desktop Pro Xero Marketing: Klaviyo Pepperjam Rapplecopter Affiliatly GoDaddy Craigslist Robly Customer Support: Freshdesk Zendesk Five9 FreedomSoft ZipWhip Jive CRM: Podio Trello Salesforce Safelog Shipping Websites: (Creating Shipping Labels, Bill of Lading, LTL Rate Quote) FedEx UPS Haulistic LLC Unishippers C.H. Robinson I am also proficient in navigating different US county websites to collect information. I have more background in the real estate industry, but I also worked with clients with businesses in cosmetics, telecommunication, surveillance, language translation, office furnishing business, non-profit organization, and e-commerce. Lastly, if you need help with bookkeeping, such as bank account reconciliation, creating invoices, purchase orders, bills, and managing your inventories, I can definitely help you out.QuickBooks Consultants
Google SheetsShipping LabelsInvoiceEmail ManagementCustomer ServiceAmazon Seller CentralWooCommerceBigCommerceXeroMicrosoft ExcelIntuit QuickBooksData EntryShopifyOrder ProcessingReal Estate - $30 hourly
- 4.6/5
- (17 jobs)
I am a Finance professional with extensive experience in controllership and tax specifically financial & statutory accounting and reporting, internal control and compliance, account reconciliations, book keeping, cost accounting, coordination for external and internal audits, support for legal entity administration, payroll operations and accounting, accounts payable process, accounts receivable process, bank reconciliation, tax reporting and compliance, and financial planning and analysis. Highly competent with solid record of contributions resulting to increased work efficiencies. Expert in Systems, Applications, & Products in Data Processing (SAP). Expert in MS Excel. Demonstrates leadership capabilities and action. Excellent oral and written communication skills. Team player. Results oriented.QuickBooks Consultants
XeroFinancial StatementCost AccountingBookkeepingData EntryIntuit QuickBooksFinancial AuditMicrosoft ExcelAccounts PayableBank ReconciliationTax PreparationAccount Reconciliation - $80 hourly
- 5.0/5
- (20 jobs)
I build and run successful finance departments (or finance function) with fully organized processes in it. My goal is to be at the highest level of help for owners and shareholders providing accurate and trustworthy information. I have a solid knowledge and experience in financial reporting and audit (including consolidation group companies results), pay a lot of attention to controls and processes implementation to prevent any possible fraud/error. I'm experienced in OPEX and CAPEX calculation, WACC, capital budgeting (PI, NPV, IRR, Payback Period), financial analysis (liquidity, activity, profitability, ROE etc). I have eight years of managerial experience. My key concept is not a strict hierarchy but rather clear tasks and monitoring of its performance. I can tell that motivation is an important part of it. Time management and set of priorities are also my good knowhow. I'm open-minded, positive, responsible, creative, result-oriented, love to study and discover new things, honest. I like my profession and constantly improving my skills & knowledge. I'm hard worker and don't take partial results.QuickBooks Consultants
Budget ManagementChart of AccountsManagement AccountingMicrosoft Dynamics 365International TaxationIntuit QuickBooksUS TaxationFinancial ReportingSales TaxBusiness Analysis - $50 hourly
- 5.0/5
- (16 jobs)
QuickBooks proficient working with Account reconciliations, Journal Entries, Accounts Payable, Accounts Receivable, Payroll, Payroll & Sales Tax returns, and Cash Receipts. Detail oriented with solid ethics. Quick learner that is friendly and pleasant to work with. Previously worked as a full charge bookkeeper for several different types of industries. Currently a Team Lead for Bookkeeping firm overseeing the work of bookkeepers for 60 clients.QuickBooks Consultants
Bill.com Accounts PayableWave AccountingAccounts Receivable ManagementGustoQuickBooks OnlineSlackAccounts Payable ManagementAsanaChart of AccountsBookkeepingBank ReconciliationIntuit QuickBooksInvoicingAccount ReconciliationMicrosoft Excel - $70 hourly
- 4.7/5
- (129 jobs)
I am a highly motivated accounting professional looking to assist your company with meeting its financial goals. I have extensive experience with all aspects of full charge bookkeeping, including accounts receivable, accounts payable, bank reconciliations, account reconciliations, inventory tracking, cost of goods sold tracking, journal entries, month-end, and year-end closings, financial statements, cash flow forecasting, budgeting, benchmarking, strategic planning, tax planning, and tax returns. I have excellent computer skills, including Microsoft Office programs, QuickBooks Online Certified Pro Advisor, Certified Xero Partner, Dext, Bill.com, LivePlan, Google, and LogMeIn, to name a few. I own and operate my own bookkeeping business and have business licenses with Washington State and my city. My long-term goal to grow my business and transition from an employee to a full-time business owner was achieved in June 2019. I look forward to speaking with you to see how we can assist each other in reaching our business and life goals. Thank you LindaQuickBooks Consultants
Microsoft WordAccounts Receivable ManagementAccounts Payable ManagementBookkeepingXeroMicrosoft ExcelPayroll AccountingIntuit QuickBooks Want to browse more freelancers?
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