I help established businesses maintain clean, accurate, and reliable financials — especially when continuity matters. My focus is on preserving your existing bookkeeping structure, resolving backlogs with precision, and delivering monthly reporting you can trust for operational and strategic decisions.
I work in both QuickBooks Online and Xero, and I’m a fast learner who adapts quickly to new workflows and third‑party integrations. Whether your system includes payout tools, inventory platforms, or other financial connectors, I can learn the workflow, follow your chart of accounts exactly as‑is, and maintain consistency with prior reporting. My work is structured, detail‑driven, and built for clients who expect accuracy from day one.
What I Specialize In
• Multi‑month cleanup & backlog resolution
• Continuation of existing chart of accounts (no restructuring unless requested)
• QuickBooks Online & Xero bookkeeping
• Bank & credit card reconciliation
• Monthly close (P&L, balance sheet, review)
• Workflow organization & integration alignment
• Clear communication & weekly updates
What High‑Budget Clients Value (and What I Deliver)
• Precision and consistency
• A bookkeeper who follows your established structure
• Fast learning curve for new systems and integrations
• Reliable monthly financials
• Calm, professional communication
• A long‑term partner who keeps your books clean
If you need your books cleaned, stabilized, or maintained with a high level of accuracy — I’m here to help.
Financial Software
Microsoft Office
Katelyn W.
Rapid City, South Dakota
$40/hr
5.0
4 jobs
I'm a CPA experienced in accounting for businesses, individuals, and nonprofits from a range of sizes and industries.
My top skills are:
*Specialize in nonprofit accounting and consulting.
*Accounting in QuickBooks
*Efficient reconciliation and cleanup
*Management and profitability analysis
Accounting
Management Consulting
Bookkeeping
Analytical Presentation
Nonprofit Industry Consulting
James H.
Sioux Falls, South Dakota
$125/hr
4.9
51 jobs
🏆 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 & 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗣𝘂𝗯𝗹𝗶𝗰 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁 (𝗖𝗣𝗔) — Your Go-To 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿, 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝘁, & 𝗩𝗶𝗿𝘁𝘂𝗮𝗹 𝗖𝗙𝗢 who’s raised 𝗠𝗶𝗹𝗹𝗶𝗼𝗻𝘀 𝗼𝗳 𝗗𝗼𝗹𝗹𝗮𝗿𝘀, delivering Financial Growth, Financial Scalable, Financial Insights Strategic, & Financial Profit-Driven Solutions for businesses worldwide.
👋𝐌𝐞𝐞𝐭 𝐉𝐚𝐦𝐞𝐬, A highly experienced Fractional CFO, Virtual CFO, CPA, Bookkeeper, & Accountant with 𝟮𝟬+ years of proven success driving Financial performance and Financial Strategic Growth across diverse industries. I specialize in setting up and optimizing finance departments and leveraging reinvestment strategies to transform businesses into multimillion-dollar enterprises.
With tailored solutions for businesses, I will set up your accounting systems, track key performance indicators, and develop financial models to support your growth. My services ensure that your financial reporting is not only accurate and GAAP-compliant but also presented in a clear and actionable way, empowering you to make informed decisions for your business, present, and future.
𝑰 𝒄𝒂𝒏 𝒉𝒆𝒍𝒑 𝒚𝒐𝒖 𝒊𝒏 𝒕𝒉𝒓𝒆𝒆 𝒌𝒆𝒚 𝒂𝒓𝒆𝒂𝒔:
𝟏. 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧: 𝐒𝐲𝐬𝐭𝐞𝐦 𝐒𝐞𝐭𝐮𝐩: I will set up your accounting systems, including 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 (𝐐𝐁𝐎), XERO, for bank and credit card integration, Gusto for payroll, 𝐁𝐢𝐥𝐥.𝐜𝐨𝐦 for accounts payable, and 𝐑𝐞𝐜𝐞𝐢𝐩𝐭𝐁𝐚𝐧𝐤 for document management. I can also integrate tools like Expensify and TSheets. I will create customized processes for your 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬, resulting in a GAAP-compliant monthly report that’s ready for your Board or Management Team.
𝟐. 𝐂𝐨𝐧𝐭𝐫𝐨𝐥𝐥𝐞𝐫: 𝐊𝐏𝐈𝐬 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: I will analyze trends and discuss key developments in regular meetings. I will provide important 𝐊𝐏𝐈𝐬, such as 𝐌𝐑𝐑, 𝐀𝐑𝐑, ROI, and churn, to give you insights into your business performance.
𝟑. 𝐂𝐅𝐎: 𝐅𝐨𝐫𝐰𝐚𝐫𝐝-𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬
I will address specific challenges, such as:
▸ Building financial models for fundraising
▸ Creating and tracking budgets, including sales targets and hiring budgets
▸ Managing short-term cash flow for accounts payable and receivable, and debt management
▸ Implement a Forecast process, continually looking for future risks and opportunities
𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲:
✅Financial Management & Reporting
✅ Financial Plans & Strategic Planning for 5 Year
✅Cost Reduction & GAP Analysis
✅Streamlining Operations & Processes
✅Raising Capital Financing
𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬:
✅Financial Analysis & Financial Modeling
✅Forecasting & Budgeting
✅Budget Analysis
✅Investor Pitch Decks
✅KPI Reporting Dashboards
✅Business Plan Pro-Forma
𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐓𝐚𝐱, 𝐚𝐧𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠:
➡Fractional Controller Services
➡Full-Service Bookkeeping
➡Inventory Accounting & Fixed Assets
➡Month-End Close and Reporting
➡Internal & External Audits
➡Business Tax Preparation
💡 𝐌𝐲 𝐠𝐨𝐚𝐥 𝐢𝐬 𝐭𝐨 𝐛𝐞 𝐲𝐨𝐮𝐫 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐩𝐚𝐫𝐭𝐧𝐞𝐫, helping you optimize cash flow, manage investments, and navigate mergers with tailored solutions that drive long-term success.
💡 𝐈 𝐮𝐭𝐢𝐥𝐢𝐳𝐞 𝐚 𝐫𝐚𝐧𝐠𝐞 𝐨𝐟 𝐭𝐨𝐨𝐥𝐬, including Excel/VBA | Bookkeeping & Power BI for efficient financial processes and actionable insights.
💡 𝐈 𝐰𝐢𝐥𝐥 𝐒𝐞𝐫𝐯𝐞 𝐲𝐨𝐮 𝐢𝐧: Fractional CFO, CFO Financial Analyst, Investment Research, Risk Mitigation, Financial Reporting, Risk Mitigation, Financial Valuation, Financial Reporting, Financial Analysis & Valuation, CFO Financial Analyst, Experienced CFO, Financial Plan, Tax Planning & Audit Support, Financial Modeler, Virtual CFO, Chief Financial Officer, CFO, Virtual CFO, Financial Acquisitions, Financial Acquisitions Advisory, Account Management, Financial Analysis & Modeling, Cash Flow Optimization, Financial Planning, Financial Valuation, Financial model, Experienced CFO, Financial Management, Cash Flow Management, Finance, Cash Flow Optimization, Cash Flow Management, CFO, Mergers and Acquisitions Advisory, Chief Financial Officer, Financial Modelling Expert, Accounting & Taxation, Company Valuation, Financial Visualization Expert, Investment Analyst, Financial Plan, Fractional CFO, Business Valuation, Financial Visualization Expert, Finance, Virtual CFO, CFO Financial Analyst, CFO Financial Analyst, Due Diligence, Chief Financial Officer, CFO Financial Analyst, Business Forecasting, Accounting & Taxation, Business Forecasting, Financial Management, Business Valuation, Financial Planning, Investment Research, Fractional CFO, Financial Consultant, Financial Analysis & Modeling, Business Planning & Pitch Deck Expert, Microsoft Excel, Investment Advisor, Financial Analyst
Let’s connect and reshape your financial future together. Looking forward to meeting you.
Thanks!
Financial Accounting
Financial Report
Accounting
Financial Analysis
Financial Analysis & Valuation
Management Accounting
Financial Modeling
Financial Management
Financial Reporting
Financial Statement
Financial Model
Certified Financial Planner
Account Management
Finance & Accounting
Financial Consulting
Report Writing
Real Estate Financial Modeling
Finance
Chartered Financial Analyst
Financial Plan
Caden M.
Box Elder, South Dakota
$150/hr
4.4
63 jobs
With a rich history of Google App Script development, I specialize in crafting scalable solutions that transform the way small to medium-sized businesses operate within the Google ecosystem. My expertise spans from creating user-friendly CRMs to developing efficient mass mailers, comprehensive dashboards, and integrated customer engagement tools. My work with Google Sheets is particularly notable, where I’ve implemented custom functions and user interfaces with HTML, CSS, and JavaScript to elevate business processes.
My adeptness in building applications ranges from the simple to the complex, catering to teams as intimate as three members to as expansive as two hundred. The dashboards and analytical tools I develop are tailored to enable even the smallest businesses to make big data decisions with confidence. Emphasizing simplicity and automation, I ensure that the applications I deliver are not only sophisticated and powerful but also approachable for businesses of any size.
Whether it's streamlining order management or automating price books, my commitment to enhancing productivity is unwavering. I pride myself on providing personalized service, ensuring that each project is delivered with the non-technical manager in mind, making sophisticated automation accessible to all. If you're looking to harness the full potential of Google App Script to optimize your business operations, I am here to make that a reality with solutions that grow with you.
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