Hire the Best Intuit Quicken Specialists

Industries I specialize in - Service Industries, Law Firms, Restaurants, Health Practices, E-Commerce, Marketing, Manufacturing & Retail I also specialize in QuickBooks Online Cleanup: My biggest cleanup was for over 7 years of 6 bank accounts and 8 credit cards Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 25 years. Software Systems Experience Accounting Software: QuickBooks Online, Xero, Wave, Billcom, Expensify, Service Fusion, Stripe, Shopify, Square, Toast, Cohesion for Restaurants, Lockbox Application, Salesforce, Ramp Payroll Softwares ADP Workforce, ADP TotalSource, ADP Run, Paychex Flex,Gusto Payroll, Trinet, Paylocity, QuickBooks Payroll, Heartland, Rippling & Justworks Legal Software: Saga, TrialWorks, LawPay, Clio, MyCase, Tabs3 Full-service bookkeeping & Payroll Services for all clients will include the following - 1.Reviewing your books line by line to categorize any past transactions and reconcile your accounts 2.Ensure the accuracy of your books by maintaining your accounts throughout each month 3.Provide a seamless bookkeeping experience through communication between me and the client 4.Monitor the health of your business by running and reviewing monthly reports 5.Prepare you for tax time with a customized year-end review to hand off to your tax accountant 6.Provide ongoing support via on-demand chat and scheduled video conference. 7. Process payroll and Prepare 1099s if needed 8. Sales Tax Filing 9. I am certified in ADP, Paychex, Gusto payroll, Heartland Payroll, QuickBooks Payroll 10. I have certification in - Accounting, Bookkeeping, QuickBooks, Wave, Payroll RESUME BELOW: Work Experience Freelancer – Full Charge Bookkeeper & Payroll Clerk UPWORK Nov 2020 to Present • Performing accounting, bookkeeping, payroll & HR services to clients, companies and individuals. • Certified in QuickBooks, Xero, Quicken & Wave, Ramp • Help clients with new set up of accounting software • Help clients clean up and stay current with their accounting programs • Accounts Payable, Accounts Receivable & Collections • Lockbox processes, cash applications, purchase orders • Bank reconciliation, financial spreadsheets, budgets • Prepare, process payroll using payroll services: Paychex Flex, ADP TotalSource, ADP Workforce, Gusto & Trinet • Provide monthly, Quarterly and annual financial reporting to clients • Assist with HR matters such as hiring, onboarding and termination of employees • Assist with insurance and benefits registrations for employees and employers Director of Finance/Payroll Manager LAW OFFICES OF MICHAEL S LAMONSOFF, PLLC - New York, NY November 2005 to November 2020 • Record and monitor all the client billing and disbursements per case • Handle all the deposits and settlements into the Escrow/IOLA Escrow accounts • Bank reconciliations of operating, escrow and credit card accounts for both business and attorneys • A/P, A/R processing • Monthly, quarterly and annual financial reporting • Handle all petty cash, and oversee the billing for all the attorneys per month • Supervised department staff • Process payroll for over 60 employees • Handle all HR Matters including employee benefit packages, boarding and off boarding of employees • Prepared all yearly 1099's and monthly reconciled all payroll and benefits reports • Interviewing and preparing offer letters for all new hires • Create and update employee handbooks • Track Employees Time-sheets and Accrual Time for PTO & Vacation • Renewed all Insurance policies for the firm Accounting Manager/Full Charge Bookkeeper ROM REALTY, LLC - Long Island, NY February 2000 to November 2005 • Handle all the accounting & finances for all properties • Handle all the human resources & payroll duties including processing payroll for over 75 employees • Invoices/expense reports, payment transactions, bank reconciliation, process all incoming & outgoing bank activities • Create & maintain spreadsheets using advanced Excel functions & calculations to develop reports & lists • Handle all the administrative duties as well as managed all the buildings owned by the realty estate company • Manage all the calendars, meetings, travel arrangements for the CEO • Prepare all the tenant leases and renewals & handle all the rent rolls • Maintain detailed administrative & procedural processes to improve accuracy & efficiency Office Manager/Bookkeeper GALMER, LTD - Long Island, NY March 1997 to Feb 2000 • Supervised a three-person clerical staff and 12 Labor Workers & Processed Payroll for all employees and contractors • Accounts Payable and Accounts Receivable, and all clerical duties • Assisted in the shipping and receiving department with documentation • Assisted in Customer Service with old and new orders, processed all incoming and outgoing orders for our products. • Handle all the administrative duties as well as managed all the buildings owned by the realty estate company

Hello! I’m Michael A. Rayla, a Certified QuickBooks ProAdvisor with a strong foundation in bookkeeping, particularly in QuickBooks Online and Desktop. My expertise lies in helping businesses streamline their financial processes, ensuring accuracy and efficiency in managing their accounts. What I Offer: ✔️𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 & 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 ✔️𝐒𝐲𝐬𝐭𝐞𝐦 𝐒𝐞𝐭𝐮𝐩 𝐚𝐧𝐝 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 ✔️𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐓𝐫𝐨𝐮𝐛𝐥𝐞𝐬𝐡𝐨𝐨𝐭𝐢𝐧𝐠 ✔️𝐃𝐚𝐭𝐚 𝐌𝐢𝐠𝐫𝐚𝐭𝐢𝐨𝐧/𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐢𝐨𝐧𝐬 ✔️𝐁𝐨𝐨𝐤𝐬 𝐂𝐥𝐞𝐚𝐧𝐮𝐩/𝐂𝐚𝐭𝐜𝐡𝐔𝐩 ✔️𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 ✔️𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬/𝐊𝐏𝐈 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠/𝐂𝐅𝐎 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 ✔️𝐂𝐚𝐬𝐡𝐟𝐥𝐨𝐰 𝐁𝐮𝐝𝐠𝐞𝐭𝐢𝐧𝐠/𝐅𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐢𝐧𝐠 ✔️𝐈𝐧𝐯𝐞𝐧𝐭𝐨𝐫𝐲, 𝐀𝐑/𝐀𝐏 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 ✔️𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐂𝐨𝐧𝐬𝐨𝐥𝐢𝐝𝐚𝐭𝐢𝐨𝐧𝐬 ✔️𝐓𝐚𝐱 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 & 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 ✔️𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧, 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 & 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠 ✔️𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 ✔️𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐀𝐮𝐝𝐢𝐭 I’ve completed extensive training focused on real-world bookkeeping scenarios, allowing me to handle various tasks precisely and carefully. My approach is always tailored to meet the unique needs of each business, ensuring that your financial records are always in top shape. I’m committed to delivering high-quality work and building long-term client relationships. Let’s work together to ensure your financial records are accurate, organized, and ready to support your business’s growth. ✳️𝑺𝑶𝑭𝑻𝑾𝑨𝑹𝑬 𝑪𝑬𝑹𝑻𝑰𝑭𝑰𝑪𝑨𝑻𝑰𝑶𝑵𝑺: ⭐ 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫 ⭐ 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐀𝐝𝐯𝐚𝐧𝐜𝐞𝐝 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐫𝐨𝐚𝐝𝐯𝐢𝐬𝐨𝐫 ⭐ 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 𝐏𝐫𝐨𝐚𝐝𝐯𝐢𝐬𝐨𝐫 ⭐ 𝐗𝐞𝐫𝐨 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 ⭐ 𝐗𝐞𝐫𝐨 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 ⭐ 𝐗𝐞𝐫𝐨 𝐌𝐢𝐠𝐫𝐚𝐭𝐢𝐨𝐧 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 ⭐ 𝐇𝐮𝐛𝐝𝐨𝐜 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 ⭐ 𝐁𝐈𝐋𝐋 𝐄𝐱𝐩𝐞𝐫𝐭 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 ⭐ 𝐁𝐈𝐋𝐋 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 ⭐ 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐅𝐚𝐭𝐡𝐨𝐦 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 ⭐ 𝐆𝐮𝐬𝐭𝐨 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 ⭐ 𝐏𝐞𝐨𝐩𝐥𝐞 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 ⭐ 𝐀𝟐𝐗 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 ✳️SOFTWARE EXPERTISE: ✔️𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 ✔️𝐗𝐞𝐫𝐨 ✔️𝐖𝐚𝐯𝐞 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 ✔️𝐌𝐘𝐎𝐁 ✔️𝐙𝐨𝐇𝐎𝐛𝐨𝐨𝐤𝐬 ✔️𝐅𝐫𝐞𝐬𝐡𝐁𝐨𝐨𝐤𝐬 ✔️𝐏𝐞𝐚𝐜𝐡𝐭𝐫𝐞𝐞 ✔️𝐒𝐚𝐠𝐞 ✔️𝟑𝐫𝐝 𝐩𝐚𝐫𝐭𝐲 𝐚𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 𝐢𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐞𝐝 𝐰𝐢𝐭𝐡 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 & 𝐗𝐞𝐫𝐨

Results-driven finance professional with extensive experience in billing, account reconciliation, financial reporting, and end-to-end financial operations. Areas of expertise: - Bank Reconciliation - Accounts Receivable (AR) - Accounts Payable (AP) - Treasury - Inventory - Income & Expense Tracking and Categorization - Financial Reporting: Generating financial statements (Balance Sheet, Profit & Loss) - Bookkeeping Compliance and Accuracy - Email support and management Tools/Systems/Applications: - QuickBooks Online - Xero and Sap Overview - Oracle E-Business Suite R12 Financials - Ramp - Microsoft Dynamics 365 - Microsoft Applications (Excel, Word, PowerPoint) - Google workspace You can contact me for work/business below: Email: walechlagman@gmail.com Phone: +639288754646

Are you looking for an experienced leader who can strengthen your financial controls, organize business operations, and manage critical HR functions? I bring 15+ years of experience across Controller services, QuickBooks Online, Business Operations, and HR Management. I help growing companies create reliable financial processes, scalable operating systems, and well-managed employee programs—all while remaining hands-on with daily execution. With an MBA, a Bachelor of Science in Accounting, and QuickBooks Online ProAdvisor certification, I combine financial expertise with extensive experience leading business and people operations. I can support a specific project, provide fractional leadership, or manage an ongoing function. 🔷 CONTROLLER & ACCOUNTING OPERATIONS I help businesses improve financial accuracy, visibility, controls, and cash flow. My experience includes hands-on accounting operations and higher-level financial oversight. 💻 QuickBooks Online setup, cleanup, and ongoing management 🏦 Bank, credit card, and account reconciliations 💳 Accounts payable and vendor payment management 💰 Accounts receivable, invoicing, and collections 📅 Monthly close and financial reporting 📈 Cash-flow tracking and forecasting 📊 Budget development and variance analysis 🧾 Payroll review, processing, and accounting coordination 🔍 Expense management and vendor oversight 🔐 Internal controls and approval workflows 📉 Financial dashboards and management reporting 📝 Accounting processes, documentation, and SOPs 🤝 Coordination with CPAs, tax professionals, and leadership I have implemented and optimized QuickBooks Online, corrected financial-process gaps, improved reporting accuracy, strengthened invoicing and collections, and identified duplicate or unnecessary vendor charges that saved companies money. 🔷 BUSINESS OPERATIONS MANAGEMENT I build the operational structure companies need to grow without losing visibility, accountability, or control. 🎯 Business operations management and strategic planning 📝 SOPs, policies, workflows, and operational playbooks ⚙️ Process assessment and continuous improvement 📋 Cross-functional project and program management 📊 KPI development and executive dashboards 💻 Systems implementation and integration 🤝 Vendor, contract, and expense management ⏱️ Time tracking, utilization, billing, and revenue operations 👥 Team coordination and operational leadership 📚 Knowledge-base development and business continuity planning 🔄 Change management and employee adoption 🏢 M&A due diligence and post-acquisition integration I have built operations functions from the ground up, authored more than 20 SOPs and operational playbooks for individual organizations, and helped scale a technology company from fewer than 10 employees to more than 100 employees across 15+ states. 🔷 HR MANAGEMENT & HR OPERATIONS I provide hands-on HR management and People Operations support throughout the employee lifecycle. My background includes serving as an HR Operations Manager, HR Business Partner, Director of Business Operations, and HR systems administrator. 👥 HR Operations and People Operations management 🤝 HR Business Partner support 🌟 Employee onboarding and offboarding 🔎 Recruiting operations and applicant tracking systems 💵 Payroll and benefits administration 💬 Employee relations and performance management ⚖️ HR compliance and employee documentation 🗺️ Multi-state workforce administration 📖 Employee handbooks, policies, and procedures 🏢 HR Shared Services development 💻 HRIS and ATS implementation and administration 📊 Workforce reporting and HR data management 🛡️ PEO administration and vendor coordination 📣 Organizational change and employee communications I have led recruiting operations supporting 40–50 hires annually, built People Operations infrastructure for a workforce of more than 100 employees, and helped establish HR Shared Services capabilities supporting approximately 2,000 employees and contractors. 🔷 SYSTEMS & TECHNOLOGY 💰 Accounting and finance: QuickBooks Online, Xero, FreshBooks, Oracle Financials, SAP Concur, Expensify and Harvest 👥 HR, payroll and recruiting: BambooHR, Rippling, ADP, TriNet, Gusto, Lever and Greenhouse ⚙️ Business operations: Salesforce, Microsoft 365, Google Workspace, SharePoint, Confluence, Asana and other project-management platforms 🔷 LET’S WORK TOGETHER Whether you need a Controller, QuickBooks Online expert, Business Operations Manager, HR Manager, or fractional operations leader, I can step in, assess your needs, and create practical systems that support your business. My approach combines strategic leadership with hands-on execution. I do not simply recommend improvements—I help build, document, implement, and manage them. 💬 Message me to discuss your accounting, business operations, or HR needs.

⭐⭐⭐⭐⭐I specialize in QuickBooks Online bookkeeping and accounting, helping international clients achieve sustainable growth by providing the highest level of professionalism, reliability, and accuracy of financial books through the use of cloud accounting and sustainable technology tools. I have worked as an accounting associate for about 8 years at a top bank in the country. Transitioning to a freelance bookkeeper since 2021, I got certified in QuickBooks Online, Intuit Bookkeeping, and Xero Accounting to demonstrate my knowledge in this field. Since then, I have been continuously helping my clients worldwide in the financial aspects of their businesses, specifically: ✅ Accounting software and Chart of Accounts setup (QuickBooks Online) ✅ Book clean-up and catch-up ✅ Accurate transaction categorization ✅ Bank and credit card reconciliation ✅ AR/AP Management ✅ Prepare and review financial statements such as P&L, Balance Sheet, and Cash flow statements. ✅ Online preparation and filing assistance for sales tax. (US) ✅ Preparing 1099 forms for contractors. (US) ✅ GST/HST/ AB Levy-Canada ✅ Record journal entries. ✅ Gusto Payroll ✅ Full cycle bookkeeping. ✅ Other bookkeeping services as required. My previous and current clients' (U.S and Canada-based) industries are the following: Accounting Firms in the U.S and Canada Real Estate Property Rentals (STR, LTR, Flipping and Renovation) Construction Company Software-Technology Company Salesforce Consulting Company Food/Restaurant Company College Admission and Tutorial Company Health Services E-commerce Company Consulting Company Non-profits I am equipped with skills and in-depth knowledge and experience in US and Canadian GAAP. I'm also dedicated to every project or work with potential clients. I made sure that I am equipped in the bookkeeping field by having: Certification and Credentials: 🏅Intuit Certified QuickBooks Online ProAdvisor (CQPA) - Daily usage since 2021 🏅Intuit Bookkeeping Basic- Certified 🏅Intuit Professional Bookkeeping - Course Taker 🏅Xero Certified Advisor 🏅Member of the Freelance Accountant & Bookkeepers Philippines 🏅Bachelor's Degree Holder-Internal Auditing Accounting Software, including but not limited to: -QuickBooks Online -Xero Accounting Software File and Project Management Software Apps Knowledge, including but not limited to: -Dropbox -Google Workspace -Airtable -ClickUp -Trello -Asana -Discord -Notion AI and apps integration workflow for bookkeeping collaboration: -Claude -Open AI -Zapier -HighLevel Here are my expertise areas, but not limited to the following: • Accounting & Bookkeeping • Financial Statement Reporting • AR/AP Management • Gusto Payroll • QuickBooks Online Setup • Book catch-up and Cleanup • Cash Flow Analysis • Data Migration • Audits Key take aways of working with me: I work with integrity, professionalism, a very good work ethic, am friendly, and always make my clients happy with the result. Never let bооkkееріng аdd ѕtrеѕѕ tо your lіfе аgаіn. I wіll еnѕurе уоur financials are uр-tо-dаtе, rеаdу for tаx time, and mоѕt importantly – dоnе. MESSAGE ME RIGHT NOW. Thanks for your time and consideration. I look forward to working with you.

I Spent 7 Years Doing This for Other People's Clients. Now I'm Doing It for Mine. At my last firm, I managed the books for a rotating roster of clients — tech startups, small businesses, growing companies — all at the same time. Month-end close, financial statements, payroll filings, audit support. Not just data entry. The real stuff. Now I'm taking that same work directly to business owners like you. New to Upwork. Definitely not new to this. ━━━━━━━━━━━━━━━━━━━━━━ WHAT I ACTUALLY DO I'm a Senior Accountant with a BS and MS in Accounting and 15+ years of hands-on experience across CPA firms, accounting firms, and direct client work. I've handled the full picture — not just the bookkeeping layer, but the accounting layer underneath it that makes everything accurate and audit-ready. Here's what that looks like in practice: → Catch-up & clean-up (yes, even the scary messy ones) → Monthly bookkeeping and full-cycle close → Accounts payable and receivable → Bank and credit card reconciliations → Payroll processing and payroll tax filings → Financial statement preparation (P&L, balance sheet, cash flow) → Sales tax calculations and filings → 1099 and W-9 vendor management → QuickBooks Online setup, cleanup, and ongoing management → Audit support and documentation → Revenue recognition and GAAP-consistent reporting ━━━━━━━━━━━━━━━━━━━━━━ SOFTWARE I WORK IN ✦ QuickBooks Online (QBO) — QuickBooks ProAdvisor certification in progress ✦ Xero ✦ Microsoft Excel (seriously advanced — pivot tables, reconciliations, custom reports) ✦ Wave ✦ Multiple ERP systems ✦ Gusto, payroll platforms, and tax filing tools ━━━━━━━━━━━━━━━━━━━━━━ WHO I'M A GREAT FIT FOR Small business owners who are behind on their books and need someone to come in, assess the situation honestly, and get things clean without drama. Founders who are growing fast and need more than just a bookkeeper — someone who can actually read the financials and tell you what they mean. Business owners who've had bad experiences before and want someone reliable, communicative, and genuinely invested in getting it right. If your books are a mess, I've seen worse. If they're pretty clean, I'll keep them that way. Either way, I'm not here to judge — I'm here to help. ━━━━━━━━━━━━━━━━━━━━━━ HOW IT WORKS I like to keep it simple: 1. We hop on a quick Zoom so I can understand your business and what you actually need 2. I review your current setup and give you an honest assessment — no fluff 3. We agree on the scope, and I get to work I prefer fixed-price projects where possible, so you know exactly what you're getting. For ongoing work, I'll recommend whatever structure makes the most sense for your situation. ━━━━━━━━━━━━━━━━━━━━━━ A QUICK NOTE ON BEING NEW HERE I'm building my Upwork profile, which means I'm taking on first clients now and I'm genuinely motivated to do exceptional work. You get 15+ years of real accounting experience, two degrees, and someone who treats your business like it matters — because to me, it does. That's the trade. I think it's a pretty good one. ━━━━━━━━━━━━━━━━━━━━━━ Ready to get your books in order? Send me a message and let's figure out if we're a good fit. I respond quickly, and I don't do pushy sales calls — just an honest conversation about what you need.