Hire the best Intuit Quicken specialists

Check out Intuit Quicken specialists with the skills you need for your next job.
  • $15 hourly
    Results-orientated accounting professional with almost 15 years of experience in a deadline-driven environment. Proven track record with consistently and effectively delivers accounting services that enhance clients' company purpose and profitability. I use below accounting platforms: Xero Quickbooks, both Desktop and Online versions MYOB Live Zoho Wave Accounting Less Accounting Zoho Freshbooks Peachtree I also utilize the following for Data and Record sharing, distribution and storage: Receiptbank Shoeboxed Mint.com Bill.com Hubdoc Harvest Dropbox GoogleDrive Box.com Also use the following project management tools: Asana Basecamp Slack Trello Podio ActiveCollab Teamwork Projects An experienced team player committed to improving overall business processes and building a cohesive business environment.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Accounts Payable Management
    MYOB AccountRight
    Bookkeeping
    Xero
    Sassu
    Wave Accounting
    Stripe
    Data Entry
    Microsoft Excel
    Invoicing
    Financial Accounting
    Zoho Books
    Bank Reconciliation
    Intuit QuickBooks
  • $18 hourly
    With over six years of hands-on experience in accounting and business management, I am committed to helping my clients achieve exceptional financial clarity and operational efficiency. As a QuickBooks Online and Xero ProAdvisor for over four years, my expertise lies in optimizing cloud-based accounting systems to streamline and enhance financial processes. What I Offer: I provide tailored Accounting & Bookkeeping services designed to meet the unique tax, cost, and financial management needs of small and medium-sized businesses. Specializing in QuickBooks Online, Xero, and Wave Apps, I help businesses in education, health, marketing, and consulting sectors transition to cloud-based accounting systems with confidence. My services are built on a foundation of efficiency, accuracy, and compliance with financial regulations. In addition to mastering QuickBooks and Xero, I integrate MS Excel to deliver customized financial data analysis, ensuring flexibility and precise insights. E-commerce Solutions: I specialize in synchronizing data for e-commerce platforms, streamlining your accounting, product, service, and inventory management processes—whether for retail or wholesale. At the close of every financial period, I meticulously prepare and deliver financial statements according to International Financial Reporting Standards (IFRS) and Generally Accepted Accounting Principles (GAAP). These reports include: - Profit & Loss Statements - Balance Sheets - Cash Flow Statements - Equity Changes - Trial Balances My U.S. Expertise: For U.S.-based clients, I’ve managed over 15,000 transactions, reconciled accounts for 40 months, and customized reports spanning 3.5 years. My expertise in tax planning has resulted in 10%-15% tax savings on Sales and Use Tax returns. I also handle loan and debt settlements, such as SBA Loans (PPP). More Cloud-Based Expertise: My experience extends beyond QuickBooks and Xero to include WaveApps, FreshBooks, Zoho Books, Jirav, Sage Intacct, Bill.com, and YNAB. I specialize in seamless integration with platforms such as Amazon, Shopify, Gusto, Hubdoc, PayPal, and more. Accounting & Bookkeeping Services I provide include: - Chart of Accounts Setup - Journal Entries, Adjustments, & Data Audits - Transaction Categorization & Reconciliation - Financial Reporting, Budgeting, & Forecasting - SaaS Migration (e.g., Xero to QBO, QuickBooks Desktop to QBO) Let’s Collaborate! Whether you need to migrate accounting software, clean up your books, or simplify your e-commerce accounting, I am here to help. Communication is key—I’m available via Microsoft Teams, WhatsApp, Slack, and other platforms. A Little About Me: I’m Simião, also known as Simi. I’m a husband and proud father of two daughters. My passion for accounting is driven by my commitment to my family and my love for helping businesses succeed. I believe that a successful business is a mix of time, money, and most importantly, passion. Business Value = Time Value + Money Value + A little PASSION. Ready to take your financial operations to the next level? Let’s work together to achieve exceptional results!
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    Data Mining
    Gusto
    Wave Accounting
    Chart of Accounts
    Inventory Management
    Account Reconciliation
    Administrative Support
    Xero
    Bookkeeping
    Data Entry
    Accounts Payable
    Intuit QuickBooks
    Accounts Receivable
  • $45 hourly
    Industries I specialize in - Service Industries, Law Firms, Hospitality, Health Practices, E-Commerce, Marketing, Manufacturing & Retail *****I'm located in the East Coast; My Availability is Monday through Saturday 10am Est time to 10pm Est Time to accommodate West Coast Clients***** Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 20 years. Software Systems Experience QuickBooks Online, Wave, Bill.com, Expensify, Slack, HubDoc, Google Drive, Dropbox, ADP Workforce, ADP TotalSource, ADP Run, Paychex Flex, Gusto Payroll, Trinet, Paylocity, QuickBooks Payroll, Saga, TrialWorks, LawPay, Clio, Lockbox Application, Toast, Cohesion for Restaurants, Square, Stripe, Square 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. I am certified in ADP, Paychex, Gusto payroll, Heartland Payroll, QuickBooks Payroll 9. I have certification in - QuickBooks, Wave, Payroll
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    Xero
    Data Analysis
    Gusto
    Bill.com Accounts Payable
    Bill.com Accounts Receivable
    Accounts Payable Management
    Financial Reporting
    Accounts Receivable Management
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Microsoft Excel
  • $75 hourly
    ACCOUNTANT * Certified QuickBooks ProAdvisor with a bachelor's degree in accounting. * Accountant with 18 years of experience in the complete accounting cycle including general ledger, financial statement preparation, budgeting, cash forecasting and analysis. * Adept at increasing work process efficiency and profitability through functional and technical analysis. * Demonstrated expertise leading interdepartmental projects.
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    QuickBooks Enterprise
    Xero
    Zoho Books
    Sage Intacct
    Oracle NetSuite
    Excel Formula
    QuickBooks Online
    Excel Macros
    Management Accounting
    Financial Statement
    Cash Flow Statement
    Accounting
    Financial Report
    Microsoft Excel
    Intuit QuickBooks
  • $15 hourly
    As an experienced freelance bookkeeper and data entry specialist, I streamline financial data management, ensuring businesses maintain accurate and reliable financial records. My attention to detail and commitment guarantee that your books are consistently precise and up-to-date. I am equipped with the latest versions of: - QuickBooks Pro, Premier, Enterprise - Quicken With over ten years of expertise, I specialize in handling complex bank reconciliations, multi-currency transactions, and customer balances. I offer 24/7 service for fast and efficient support.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Xero
    QuickBooks Online
    Transaction Data Entry
    Wave Accounting
    Financial Reporting
    Accounts Receivable Management
    Bookkeeping
    Bank Reconciliation
    Account Reconciliation
    Microsoft Excel
    Intuit QuickBooks
  • $67 hourly
    One Stop Finance Solution - From bookkeeping to Advanced Financial Analysis & Taxation, I have got you covered. 100% Accuracy and Quality Guaranteed. Hello, I am one of the TOP RATED PLUS FREELANCER with 100% Job Success Score on upwork. I am a Chartered Accountant, Financial Data Analyst, Quickbooks & Xero expert along with tech geek who can help you to automate tasks and save you a lot of time and money. I am a Bookkeeping cleanup expert and have enormous experience in the field of public accounting. I have an on-record working experience of 10+ years with CPAs, Bookkeepers, and Businesses. I held the professional qualification of Chartered Accountant - India along with CPA Australia - Pursuing & ACCA UK - Pursuing. I can help with Cleanups, regular Bookkeeping, taxes, software training and many more. Are you looking for a trusted and reliable financial team who cares about you, your business, and your vision for your business? ► HOW I CAN HELP YOU ◄ I help owners of modern service-based companies to free themselves from the hassle of dealing with the numbers side of their business. My services include: ♦ Cloud accounting and bookkeeping using QuickBooks Online/Xero/Sage/Odoo ♦ QuickBooks Online/Xero set up and conversions ♦ Regular QuickBooks/Xero checkups ♦ QuickBooks cleanup/Xero (from small to colossal) ♦ Data Analysis and Forecasting, with/without specialized programs ♦ Forensic Audits ♦ Payroll - USA ♦ Transition between bookkeeping programs. ► CLIENTS I WORK WITH ◄ ♦ Modern service-based companies ♦ Real-Estates ♦ Creative and innovative businesses ♦ Veterinarians ► IS THERE VALUE IN US TALKING? ◄ ♦ Do you want to free up your time and stop worrying about your business so you can do what you love? ♦ Do you want to work with highly qualified, trusted, and dedicated professionals dedicated to your success? ♦ Do you value working with an expert? Let's talk. If you're unhappy with your current accounting pro or if you're ready to let experts handle your financial management. We are a trusted and reliable team of experts with a proven track record. Schedule a free discovery session today.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Xero
    Fathom Applications Fathom
    Digital Forensics
    Accounts Payable Management
    Accounts Receivable Management
    Intuit QuickBooks
    Financial Accounting
    Bookkeeping
    Invoicing
    Zoho Books
    Bank Reconciliation
  • $15 hourly
    An Accountant/Bookkeeper with over 15 years of experience in accounting and tax preparation, including basic bookkeeping and financial statement compilation, account reconciliation, designing spreadsheets, and preparation of sales tax and payroll tax reports as well as corporate income tax returns. I have worked with different kind of industry such as Restaurants, Manufacturing and E-commerce. Proficient in Quickbooks, Xero, MYOB, Peachtree, Microsoft Office, Google Docs, data entry and image cropping; very detail-oriented and conscientious. I love working with both small and big businesses, and specialize in setting up or cleaning files, and I'm always happy to do routine monthly accounting services, including data entry if needed. I work from a home office and can also do tasks remotely. After working for a fine dining restaurant (Philippines) as the company's accountant for 2 years, I have been a freelance accountant at Odesk (now Upwork) since 2009. With my experience and expertise, I have served many satisfied clients and I offer my services at a very competitive rate.
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    Month-End Close Assistance
    Accounting
    AppFolio
    Financial Management
    MYOB Administration
    Accounts Receivable Management
    Intuit QuickBooks
    Financial Accounting
    Xero
    Bookkeeping
    Microsoft Excel
  • $75 hourly
    I have been practicing Accounting/Bookkeeping for over 25 years. Most of my experience has come from the private sector. I started as a Staff Accountant and worked my way up to Controller. I am able to prepare and analyze balance sheet and profit and loss statements. I can prepare budgets as well as reconcile bank accounts and credit card accounts. I can process payroll and prepare year end payroll reports I am reliable, efficient, smart, timely and have excellent communication skills. .
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    Microsoft Word
    Accounts Receivable
    Accounts Payable
    Balance Sheet
    Intuit QuickBooks
    Microsoft Excel
  • $12 hourly
    I am a CHARTERED ACCOUNTANT (equivalent CPA) and CERTIFIED QuickBooks (ProAdvisor), Certified Xero Adviser, Wave, MYOB, Sage, Quicken bookkeeper. I have more than 13 YEARS of experience in Outsourcing, Accounting and Auditing. I am COMMITTED to providing virtual accounting and bookkeeping services along with ongoing value added services. I aim to implement best practices to provide a range of high QUALITY and COST-EFFECTIVE solutions to enable customers achieve their business goals. I can also assist you in AUTOMATING most of the manual processes like recording of transactions, generating reports etc., thereby bringing significant efficiencies in the accounting, reconciliation and reporting process. Meaing to say, that you can execute processes just by CLICK OF A BUTTON! In my professional CAREER, I have worked with esteemed organisations like KPMG, HSBC and Macquarie Group. At these organisations, I was part of the accounting, auditing and financial planning and analysis team(s) respectively. I have reasonable experience working with clients of varied sizes and industries specially like STARTUPS, MANUFACTURING, RETAIL and E-COMMERCE clients like on shopify, amazon etc. and infact has worked with them in automating a lot of the processes by integrating different portals. In my years of working with global clients, I have had opportunities to learn, work and become proficient in apps like Receipt Bank, Hubdoc, Appfolio, Zoho CRM, Asana, Expensify. I have also led integrations with MindBody, Shopify, Amazon, Paypal, WorkflowMax and many more. I have worked with global clients with presence in COUNTRIES like India, USA, Canada, Australia, UK, Singapore, Germany, France, Middle East etc. I am very RESPONSIVE and I belive COMMUNICATION is the key to a successful working relationship with a client. I provide the following services: - Accounting & Bookkeeping - Accounts Payable Management - Accounts Receivable Management - Management Analysis and Reporting - Setup and Data Migration into accounting tool - Payroll Processing - Tax Preparation - Data Entry I am extremely DETAIL ORIENTED, ADAPTABLE, ORGANISED and take complete RESPONSIBILITY of my work and have EAGERNESS to grow and learn. I strongly believe, with my years of experience, I can add REASONABLE VALUE to a job that goes beyond expectations as defined in the scope.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Data Analysis
    Financial Accounting
    MYOB Administration
    Bookkeeping
    Xero
    Robotic Process Automation
    PDF
    Automation
    Intuit QuickBooks
    Financial Analysis
    Data Entry
    Tax Preparation
    Microsoft Excel
  • $35 hourly
    Bookkeeping and Accounting Services: As a bookkeeper I offer monthly bookkeeping and accounting services for a flat rate. I also provide services for large clean-ups and work with small businesses in a variety of industries. I work with QuickBooks Online and have developed an efficient and effective system to provide my clients with timely and accurate financial statements. Below are some of the bookkeeping and accounting services I offer: -Recording transactions, -Bank Reconciliation -Financial Statements -Custom Management Reports -Accounts Receivable and Accounts Payable -Lare and small clean-ups -QuickBooks Online Setup -Payroll -Job Cost Accounting I have been working as remote bookkeeper for 8 years and have worked with companies in industries such as eCommerce, Professional Services, Manufacturing, Restaurants, Contractor Services, Real Estate, and others. Managing a small business takes a lot of time and emotional energy. I aim to provide bookkeeping and accounting services that lessen the emotional energy spent on your books. Through QuickBooks Online, I can tailor the software to provide custom management reports that are specific to your business, providing insight into your business's financials and operations. If you're interested further, please message me and we can schedule a meeting to discuss your job or project in more detail. I will be able to provide a flat rate quote as well. Thank you for viewing my profile, I hope to hear from you. Joe Bever
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Bill.com
    Accounts Payable
    Accounts Receivable
    Invoicing
    Balance Sheet
    Microsoft Excel
    Payroll Accounting
    Account Reconciliation
    Accounting
    QuickBooks Online
    Bookkeeping
  • $22 hourly
    "Whatever you do, work at it with all your heart, as working for the Lord, not for human masters, since you know that you will receive an inheritance from the Lord as a reward. It is the Lord Christ you are serving. " Colossians 3:23-24 Mabuhay from the Philippines! Ms. Mary Faith Andan is a Bookkeeper and Accountant based in the Philippines, having obtained her Bachelor's Degree from Universiry of the East(UE)-Caloocan in 1997. She is also a Certified Intuit QuickBooks Online ProAdvisor With a Score of 96%. She is expert in accounting software specifically *Intuit QuickBooks Online, Desktop 7.3 version, 2014, 2015,2016, QB Enterprise, *Xero, *Wave, *Sage, *Oracle accounting application 10g & 11i and Prophet 21. She is also expert in all applicable office programs such as Microsoft Excel, MS Word and Powerpoint presentation. She has developed her expertise in the filed of accounts payable, accounts receivable, bank reconciliation, payroll, financial and management accounting such as forecasting, budgeting and financial preparation. She worked for Multinational companies engaged in different industries such as Food Industry, IT, Insurance, Manufacturing, BPO( Business Process Outsourcing) Educational Industry and Travel & Tourism. She has clients in different countries with Financing business, Real Estate Management,Rental Property Management, Online Marketing, E-commerce and Law Firm. With over twenty (20) years of combined and extensive experience supporting all levels of department and working directly with external clients. She has the ability to communicate effectively with individuals at all levels. She take direction well and can complete a heavy workload and complete projects with minimal supervision. With regards to her working attitude, She is a hard working and trust worthy person. Best regards, Mary Faith Andan - "Faith"
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Bookkeeping
    Xero
    Accounts Receivable Management
    Financial Analysis
    Wave Accounting
    Accounts Payable Management
    QuickBooks Online
    Bank Reconciliation
    Account Reconciliation
    Intuit QuickBooks
  • $15 hourly
    𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐐𝐁𝐎 /𝐅𝐫𝐞𝐬𝐡 𝐛𝐨𝐨𝐤𝐬 /𝐗𝐞𝐫𝐨 /𝐙𝐨𝐡𝐨) With a professional background as an accomplished Accountant and Bookkeeper, my journey spans over 12+ years of honing skills within QuickBooks Online. I excel in delivering holistic Accounting Solutions, Bookkeeping, efficient Payroll handling, proficient Invoicing, adept A/P and A/R management, and expert Bank Reconciliation Services, all intricately woven within the QuickBooks Online landscape. 🌟 Why Choose Me Over Others? 🌟 ✅ Over 12 years of extensive experience in Accounting. ✅ QuickBooks Online Certified ProAdvisor. ✅ Top-rated freelancer ✅ Committed to over-delivering and adding value to your business. ✅ Ensuring security, confidentiality, and error-free services. ✅ Responsive, calm, and kind approach to every project. Here is my expertise: 𝐄𝐱𝐩𝐞𝐫𝐭 𝐢𝐧 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 | 𝐔𝐧𝐥𝐞𝐚𝐬𝐡 𝐂𝐥𝐨𝐮𝐝-𝐁𝐚𝐬𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐄𝐱𝐜𝐞𝐥𝐥𝐞𝐧𝐜𝐞 Bid farewell to paperwork headaches! I specialize in QuickBooks Online, elevating your accounting process for effortless efficiency. 𝐏𝐫𝐨𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐗𝐞𝐫𝐨 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 | 𝐁𝐨𝐨𝐬𝐭𝐢𝐧𝐠 𝐒𝐦𝐚𝐥𝐥 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐓𝐫𝐢𝐮𝐦𝐩𝐡 Small businesses harbor immense potential, and with my Xero proficiency, we'll unlock every avenue for growth and achievement. 𝐙𝐨𝐡𝐨 𝐁𝐨𝐨𝐤𝐬 𝐏𝐫𝐨 | 𝐘𝐨𝐮𝐫 𝐏𝐚𝐭𝐡𝐰𝐚𝐲 𝐭𝐨 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐭 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 Smart choices commence with intelligent bookkeeping. Using Zoho Books, we'll pave the road to financial brilliance. 𝐒𝐦𝐚𝐥𝐥 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐂𝐚𝐫𝐞 | 𝐍𝐮𝐫𝐭𝐮𝐫𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐏𝐫𝐨𝐬𝐩𝐞𝐫𝐢𝐭𝐲 With a passion for small business success, I cultivate your financial landscape, fostering your expansion and well-being. 𝐁𝐮𝐝𝐠𝐞𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐢𝐨𝐧 | 𝐀𝐫𝐜𝐡𝐢𝐭𝐞𝐜𝐭𝐢𝐧𝐠 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐓𝐫𝐢𝐮𝐦𝐩𝐡 Financial aspirations transform into reality through strategic budgeting and forecasting. Let's design your roadmap to enduring success. 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 𝐇𝐚𝐧𝐝𝐥𝐢𝐧𝐠 | 𝐒𝐦𝐨𝐨𝐭𝐡 𝐓𝐞𝐚𝐦 𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐨𝐧 Your team's contentment is pivotal for business triumph. I manage payroll so you can foster a thriving work environment. 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 | 𝐄𝐦𝐩𝐨𝐰𝐞𝐫𝐢𝐧𝐠 𝐒𝐨𝐮𝐧𝐝 𝐂𝐡𝐨𝐢𝐜𝐞𝐬 Knowledge equals power, and through comprehensive financial insights, you'll forge informed paths that propel your business ahead. 𝐖𝐡𝐲 𝐎𝐩𝐭 𝐟𝐨𝐫 𝐌𝐲 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬:• Possessing more than 10 years of experience within a related sector • Currently engaged with a distinguished Canadian firm (PLC Group) in delivering exceptional accounting services • Demonstrating expertise in QuickBooks and Excel • Proficient in creating IIF files to facilitate seamless QuickBooks integration • Ensuring the delivery of professional accounting services with a guarantee of quality • Prioritizing the utmost confidentiality and security of your sensitive data • Adhering to stipulated timelines and ensuring punctual delivery • Maintaining swift and effective communication • Offering a competitive and reasonable pricing structure I specialize in providing QuickBooks services tailored to industries such as hospitality and accommodation services, property management, travel and tourism agencies, rental services, e-commerce, event management, subscription-based services, retail, construction, and professional services. I'm here round the clock in my organized office, with reliable internet, to cater to my valued clients' needs. Ensuring client satisfaction is my utmost goal, and I aim to surpass expectations in each project. Reach out today to chat about how I can assist your accounting requirements and drive your financial success. Regards 𝐅𝐚𝐰𝐚𝐝
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Bookkeeping
    Data Entry
    QuickBooks Online
    Vendor Management
    Invoicing
    Intuit QuickBooks
    Chart of Accounts
    Accounts Payable
    Accounts Receivable
    Income Statement
    Bank Reconciliation
    Financial Report
    Microsoft Excel
    Balance Sheet
  • $13 hourly
    I'm an FCCA (Fellowship awarded to ACCA members in United Kingdom) and Chartered Accountant (CPA equivalent) with extensive experience supporting clients in the UK and the US with their accounting, bookkeeping, and tax filing needs among various industries including real estate, law firms, and e-commerce. I specialize in creating accurate sets of financial statements (including monthly, quarterly, and annual P&L statements and Balance Sheets) and customized reporting with timely delivery ensuring you have the information you need to make informed financial decisions. I have vast expertise and experience in assisting clients from property management, real estate broker-dealers, flip businesses, vacation rentals, and commercial real estate businesses. With my deep understanding of accounting, I can provide a range of accounting and bookkeeping solutions that streamline your operations and maximize your business's success: - Initial Setup of accounting software - Bank/Credit Card Reconciliation - AP & AR Management - Recording of HUD statements - Profitability & capital gain tax calculations - Maintaining Owner's statement - Maintaining Tenant Ledgers - Scheduling Utility & bill payments (incl. work orders) - Bank, Credit card, and vendor account reconciliation - Sub-agents’ fund distribution - Data Migration/Transition - Payroll Management (including setup, processing, registrations and filings) - Airbnb, boooking.com & other third-party reconciliation Further, I'm certified in all major accounting software, including QuickBooks (Online and Desktop), Xero, Zoho, Buildium, Netsuite, Appfolio, Wave, Sage, and Rentec Direct which allows me to streamline processes and improve efficiency. You can refer to my dedicated Tax Preparation profile for a more detailed breakdown of my tax preparation services. Did you find something that you were looking for? If yes then let’s connect!
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    AppFolio
    Sales Tax
    US Taxation
    Filing
    Accounts Payable Management
    Inventory Management
    Certified Tax Preparer
    Payroll Accounting
    Accounting
    Income Statement
    Financial Projection
    GAAP
    Tax Preparation
    Zoho Books
  • $60 hourly
    Hello Clients, ✨ Are you a busy Airbnb host or a real estate professional seeking reliable bookkeeping and tax solutions? Look no further! I'm Abdul Ghaffar, a seasoned accountant with a passion for helping individuals and businesses in the hospitality and real estate industries thrive financially. I am a Qualified Professional Accountant (Equivalent to CPA) and QuickBooks Online Advanced Certified Elite tier ProAdvisor. I have over 13 years of bookkeeping and accounting experience. I have worked closely with construction companies, managing their financial records, tracking project expenses, and ensuring compliance with industry regulations. I understand the importance of accurate cost tracking, job costing, and managing subcontractor payments to maintain profitability and support project success. My experience extends to the real estate sector, where I have managed the financial aspects of property transactions, rental income, and property management activities. I am well-versed in handling rental property accounting, depreciation calculations, and navigating the complexities of real estate investment taxation. I have supported numerous Airbnb hosts in managing their rental properties' finances, including tracking rental income, managing expenses, and reconciling bookings with financial transactions. I understand the unique challenges of short-term rental management and am adept at optimizing financial processes to maximize profitability. My Tasks consist of but are not limited to: ✅Creating a Chart of Accounts/Set up of Company with Proper Categorization/Classification ✅Bank Reconciliations & Credit Card Reconciliations ✅Accounts Receivable and Payable Management ✅Journal Entries ✅Invoicing & Billing of General Business and E-Commerce ✅Year-End Adjustments ✅Transferring data from other accounting mediums into Quickbooks ✅Setup sales tax, help CPA with any tax-related report ✅Multi-Currency Setting and Management ✅Categorization of Expenses ✅Financial Reporting and many other tasks as well. My software expertise includes (but is not limited to) ✅QuickBooks ✅Xero ✅Wave ✅FreshBooks ✅Zoho Books ✅MYOB ✅Google Docs & Microsoft Excel Payment Processing Expertise ✅Amazon Pay ✅Stripe Payments ✅Square Payments ✅Bill.com ✅Google Pay Payroll Processing Software Expertise ✅Gusto ✅Paychex ✅ADP ✅OnPay ✅Square Integration/Add-on Expertise ✅TSheets ✅Shopify ✅Bill.com ✅QuickBooks Time ✅Fathom ✅Receipt Bank No matter how complex your tax situation may be, I'm well-versed in all IRS tax forms, schedules, and worksheets. From Form 1040 and its various schedules to business tax forms such as 1120, 1065, and 1041, I'll ensure that your tax returns are accurate, compliant, and optimized to minimize your tax liabilities. Whether you need ongoing bookkeeping support, assistance with tax planning and preparation, or advice on financial matters related to your Airbnb or real estate business, I'm here to help. Feel free to reach out to me to discuss your needs and how I can assist you in achieving your financial goals. Let's take your Airbnb or real estate business to the next level together! Best Regards, Abdul Ghaffar
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Buildertrend
    Property Management Software
    PropertyWare
    Buildium
    Property Management
    Financial Report
    Accounting
    Xero
    Financial Reporting
    Bookkeeping
    Tax Preparation
    Bank Reconciliation
    Intuit QuickBooks
  • $10 hourly
    ✅ Top Rated on Upwork ✅ 7000+ Hours Of Service ✅ 100+ Completed Projects ✅ Job Success Score 100% ✅ 5 Star rating in all contracts ✅ Top 10% Upwork Test Score ✅ 5 years of Upwork history ✅ 5+ years of Accounting and Bookkeeping Experience Hello, My name is Abdul Satar. I am a Certified Accountant & Bookkeeper with experience in a variety of business categories. I have 5 years' experience in business management and bookkeeping. Skills include Accounting, Bookkeeping, QuickBooks (Enterprise, Pro, Premier and QuickBooks Online), Microsoft Excel and Word. Please take a look at my Skill Tests. I am a full-time freelancer and can work Australian or U.S. business hours. Thank you in advance for your time and consideration. I look forward to working with you soon. Listed below are my experience and skills: I have wide experience in Accounting and Finance. I have worked for different types of industries such as Wholesale, Retail, Services, Trading and Non-Trading etc. I am proficient in different online sales channel like Amazon, eBay, Shopify, Woo Commerce and Magento etc. I have good hands on After-pay & Stripe etc. I am Excel expert with great expertise in making various types of Spreadsheets. I can also create Pivot Table for Profit and Loss for different businesses. I have good hands on conditional formulas and nested functions as well. I can set up New Company, Chart of Accounts, Customers, Vendors, Inventory, Bills, Invoices, Sales Receipts, Account Payable, Account Receivable, Banks and Credit Cards. I can prepare Financial Reports like Profit & Loss, Balance Sheet, & Statement of Cash Flows and various other fruitful reports for analysis and decision making. I am fast learner as well as self-starter. I am trust-able freelancer for my clients. I can fulfill all requirements. I can meet tight deadlines. I am flexible with my working hours. It's important to me to build long term relationships with all of my clients. I am looking for long term projects. Feel free to contact me. Thank you.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Wave Accounting
    Zoho CRM
    Clear Books
    MYOB Administration
    Inventory Management
    Accounts Payable Management
    Accounts Receivable Management
    Intuit QuickBooks
    Bookkeeping
    Payroll Accounting
    Data Entry
    Microsoft Excel
    Bank Reconciliation
  • $30 hourly
    I helped start-ups, e-commerce, professionals, logistics, rentals, real estate flipping, and many more fixing their financial problems, budgets, reports, and taxes. "Jaime was a great hire and took care of transitioning to Quickbooks for our business and managing our financials successfully!"_Client "Always a pleasure working with Jaime. Professional & thorough in his work. Communication skills are key to success, and Jaime is extremely strong in this area."_Client ✅CERTIFIED PUBLIC ACCOUNTANT ✅CERTIFIED XERO ADVISOR ✅CERTIFIED QUICKBOOKS ONLINE PROADVISOR ✅BILL.COM CERTIFIED ✅TSHEETS PRO CERTIFIED ✅CERTIFIED MANAGEMENT ACCOUNTANT (U.S.) ACCOUNTING SOFTWARE: Buildium, Xero, Quickbooks Online and Desktop, Bill.com, Zoho and Wave PAYROLL SOFTWARE: Patriot, ADP, Sprout, Quickbooks Payroll, Gusto, Xero OTHER SOFTWARE/SITES: Shopify, Amazon, Ebay, Square EXPERIENCE: 9 YEARS ❇️❇️❇️Services I can offer: - Getting of Sales Tax Certificate, Employer Withholding Tax Certificates, etc in the Virginia Tax Department. - Bookkeeping, Account Reconciliation, Accounts Payable & Accounts Receivable. - Creation of Financial Statements (Balance Sheet, PnL, Cash Flow, etc.) - Clean-ups - Real estate flips, income and expenses tracking, and, mortgage reconciliation and accounting. - Account Set-Up, Migration, Importation, Multi-Currency, Chart of Accounts Reorganization. - Computation & Filing of Canadian Tax Return (T2) filing using UFile System with GIFI Financial Statements. - Computation & Filing of 1099 NEC & MISC, W-2 and IRS FORM 940/941 using tax1099.com. - Computation & Filing of Sales Tax, State Tax, and Federal Tax for LLC, C-Corp, and S-Corp. - Applying for PPP Loan Program and PPP Loan Forgiveness. - Video tutorials on how to navigate around QB and Xero. - Budgeting and Forecasting & Costing Analysis - SMSF Audit (BGL & Class) - Online Research & Data Entry Lead - Feasibility Study and Assignments - HR admin ❇️❇️❇️Businesses that I've handled : Construction, Medical, Trucking, Consulting, Real Estate, E-commerce and other companies that provide services.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Invoicing
    Financial Analysis
    Income Statement
    Chart of Accounts
    Xero
    Balance Sheet
    Bookkeeping
    Tax Return
    Accounting Basics
    Payroll Accounting
    Bank Reconciliation
    Intuit QuickBooks
  • $12 hourly
    Hello, This is Ritesh Verma. I am having over 7 years experience in accounting and finance services. I am comfortable with the smallest details as well as the overall picture. I know several different systems and have a short learning curve when it comes to new systems and apps. While I am a Quickbooks Gold Certified Accountant and Xero Certified advisor, I am also well versed in larger systems as well. I am also having strong experience in Zoho accounting software, Netsuite and Aplos Software. Input, forecasting and budgeting, reporting, reconciliations, analysis, research, management, and consultation. I am well versed in all of these areas and available to address your needs. My experience ranges from direct input to reporting to budgeting. Industries I have intimate knowledge of are Ecommerce, banking and startups, manufacturing, retail, and hospitality. I am available for all of your accounting and consultation needs. If you have needs in the short-term, or on-going requirements, large or small, I provide an excellent work ethic, honest, and open communication. I have done job for foreign clients regarding book keeping using Intuit Quick Books and reconciling of books of accounts in Xero and filing their GST Returns, Income Tax Returns of Canada, Australia, US, New Zealand Citizens etc. Assist in tax planning and filing of VAT Returns, GST Returns, Income Tax Returns etc. I am also persuing CISA certification. Looking forward to hear from you soon! Thanks for your time! Sincerely, Ritesh Verma
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Real Estate
    Goods & Services Tax
    Wave Accounting
    US Taxation
    Project Management
    QuickBooks Online
    Bookkeeping
    Cash Flow Statement
    Balance Sheet
    Cost Analysis
    Cash Flow Analysis
    Tax Return
    Income Statement
    Intuit QuickBooks
  • $13 hourly
    The aim is to take that extra step to cover the extra mile with the never-ending approach of growing. I am Siddhartha, agency owner of Mercurius Advisory Services (MAS), where I and my team offer a varied suite of services to meet the diversified needs of our clients and to ascertain cost effectiveness, all under one umbrella. We are currently catering to over 30 countries including the USA, Canada, Australia, UK, Europe, Singapore, Middle East, Africa, and India. So, if you are looking to outsource any of the following services, feel free to ping me, our freelancers are well-equipped to sail you through. - Bookkeeping and Accounting - Recording of financial transactions - CFO Services - ITIN/EIN Services in US - US/UK/Canada Tax Services - Accounts Payable/ Receivable Management - Financial and Managerial reports - Inventory/stock management - Sales Tax registration & filings - Company and Personal Tax - Budgeting and forecasting - Financial and analytical support - Payroll processing Having worked with industry giants like Grant Thornton, PwC and American Express, I am a qualified member of ICAEW with a wealth of experience in working as a CFO that facilitates me in giving valuable insights and guidance to the team. Over two decades of working in the finance industry I vastly expertise in successfully guiding clients with their company formation and financial strategy implementation processes. When it comes to trust, both my team and I maintain integrity of quality and promises which is why many of our clients come back and renew their contracts. I assure you that our services can help you and your company to attain financial stability and consistency in the flow of revenue and profitability. So, why not let me help you too?
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Value-Added Tax
    Tax Preparation
    Wave Accounting
    Certified Tax Preparer
    Transaction Data Entry
    Balance Sheet
    Bookkeeping
    Tax Return
    Accounting Software
    Bank Reconciliation
    Numeric Fluency
    Accounting Basics
    Intuit QuickBooks
  • $10 hourly
    I am a Certified Xero and Sage Advisor with a distinguished background as a Certified Chartered Accountant (equivalent to a US CPA) and over fifteen years of experience. We have completed over 800K hours of bookkeeping, payroll, and tax return processing and managed more than 1,200 client projects. As the director and co-founder of a dedicated agency, I lead a team of 70+ professionals, specializing in financial outsourcing services for Accounting firms and SME Businesses across Australia, the United States, the United Kingdom, UAE, Ireland, and Canada. Our Services: Our services encompass comprehensive bookkeeping solutions, including general bookkeeping, AR and AP management, write-ups, detailed reconciliations, payroll processing and accounting, and financial statement preparation. Additionally, we handle month-end and year-end closing, management reporting, cash flow management, tax return preparation and filing support, fixed asset and inventory management, budgeting and forecasting, audit support, compliance with accounting standards (GAAP/IFRS), and the creation of custom financial dashboards and KPIs. We also assist with sales tax/VAT return preparation, data entry, and overall financial data management, ensuring comprehensive and efficient management of your accounting needs. Client Industries: We serve clients across various sectors, including e-commerce, retail, recruitment, social networking, online gift stores, cleaning, real estate & property management, merchandising, construction, entertainment, medical, healthcare, consulting, legal, travel, marketing, IT & software, scaffolding, logistics, haulage, salons, and bars & restaurants. Why Choose Us? Expertise: Certified Xero, QuickBooks, and QuickBooks Online ProAdvisors with 14 years of focused experience in accounting. Industry Experience: Serving a diverse range of industries with specialized accounting services. Commitment: Delivering timely, accurate financial records to ensure smooth tax filing and easy compliance with accounting standards. Collaboration: Working closely with your tax accountant to optimize and streamline financial processes. Reporting: Providing regular, detailed monthly reports to keep you informed about your business’s financial health. Certifications: Our ISO 9001 and ISO 27001 certified facility underscores our commitment to quality and data security. Benefits: Extensive experience, deep industry-specific expertise, and a strong commitment to secure and efficient financial management. How We Work To ensure high-quality service, we assign a dedicated team member with four years of experience as your primary point of contact. Additionally, a Team Leader reviews their work to ensure accuracy, and I conduct periodic reviews of quality and communication to maintain our high standards. With a global client base and a track record of excellence, we will streamline your financial processes and ensure compliance with the latest accounting standards. Let us be your trusted partner in achieving financial excellence and peace of mind.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Accounts Receivable
    Accounts Payable
    Accounting
    Account Reconciliation
    Financial Accounting
    Accounting Basics
    Tax Preparation
    Sage
    Bookkeeping
    Financial Reporting
    Sage 50 Accounting
    Xero
    Intuit QuickBooks
    Payroll Accounting
    Bank Reconciliation
  • $25 hourly
    Hi I am Amit Mundhra, an accountant and a bookkeeper ⭐Top-Rated on Upwork with 20+ years in the accounting and bookkeeping field. 💠Do you need an expert accountant and bookkeeper to work on your books? 💠Are you looking for fast turnaround time and high-quality work? 💠Are you looking for an accounting expert who has a deep understanding of accounting basics and concepts? Then, you just landed on the right profile.✅ 📜 My Qualifications and Certifications: 🔹Chartered Accountant (Indian CPA) 🔹Quickbooks Proadvisor and Zoho Books/Zoho Inventory Consulting partner 🔹Head of a 30+ year-old accounting practice 🔹Leader of a fantastic team of 15 skilled professionals in accounting and bookkeeping 💪My Skills 🔹Set up Quickbooks Online, Zoho Books, Xero, Myob and Wave 🔹Set up Chart of Accounts 🔹Bank reconciliation, credit card reconciliation, 🔹Reconciliation of Paypal, Stripe and other payment integrator accounts 🔹Clean up and Catch up accounting 🔹Ecommerce accounting, Amazon, Stripe, Paypal, Shopify 🔹Accounts Payable and Accounts Receivable Management 🔹Monthly closing of Books and Monthly Financial and MIS reporting 🔹Cash flow reporting and analysis 🔹Proper Categorization of expenses and transactions 🔹Preparation of invoices, bills, follow ups from customers and administrative support 🔹Payroll processing and management on ADP, Gusto, Quickbooks 🔹Coordination with CPA for tax filing 🔹Adjusted trial balance, balance sheet and P & L 🔹Data migration from Quickbooks to Zoho and Zoho to Quickbooks 🛠️Softwares and Tooks I can work upon 🔹Intuit Quickbooks Online 🔹Zoho Books 🔹Zoho Inventory 🔹Xero 🔹Buildium 🔹Microsoft Excel 🔹Google Sheet 🔹Slack, Microsoft Teams, Zoom, Google Meet 🔹Dext, Zoho Expense, Bill.com, 🔹ADP, Gusto, 🔹Shopify, Amazon, Stripe, Paypal ❤️My Interests 🔹An explorer by nature, a perfectionist at heart. 🔹Voracious reader of business and management books. 🔹Learner of new technologies and tools in business analytics and intelligence If you find me a perfect fit for your business, let’s connect.🤝 Thank you Amit M.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Account Reconciliation
    MYOB Administration
    Buildium
    Accounting
    Financial Reporting
    Xero
    QuickBooks Online
    Accounting Basics
    Accounts Receivable
    Accounts Payable
    Balance Sheet
    Bank Reconciliation
    Bookkeeping
    Intuit QuickBooks
    Zoho Books
  • $30 hourly
    Expert in US tax Preparation, Planning & Efiling 🎯 1040, 1040NR, 1120, 1120S, 1065, 5472, 5471, 990EZ for new 501c3 , 1122, FBAR etc. I am a Certified Public Accountant (ACPA) and Chartered Certified Accountant(ACCA) with 10 years of corporate accounting/Bookkeeping and tax advisory experience. Using my expertise and skills I can help other business owners and managers to reach their strategic goals and get their financial records in order. I helped small and medium sized entities located at different geographical areas to setup their accounts using QuickBooks(Online & Desktop), XERO Accounting Software and other ERP solutions. My top skills includes the following: 1. Accounting in QuickBooks, XERO, Wave, ZohoBooks, MYOB, KashFlow, FreshBooks, Microsoft Dynamics AX 2012. 2. Accounting Standards Evaluation – GAAP & IFRS 3. Tax Advisory and submission of Tax Returns – US Tax Laws 4. Bank Reconciliations statements 5. Reconciliations, and Management Summary 6. Payroll Tax / HR- Form 941/ 944, W2 preparation. 7. Financial Modeling Forecasting Budgeting 8. Accounts Receivable / Accounts Payable Management I do everything in power to provide excellent services to my clients using the above applications on an ongoing basis.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Financial Reporting
    Microsoft Office
    Intuit QuickBooks
    Xero
    Account Reconciliation
    Visual Basic for Applications
    Technical Accounting
    International Financial Reporting Standards
    Accounts Payable Management
    Balance Sheet
    Clear Books
    Intuit TurboTax
    Tax Law
  • $15 hourly
    As an Experienced Accountant with over 12 years of experience, I offer specialized bookkeeping services designed to meet the diverse needs of businesses. My expertise in QuickBooks ensures accurate financial reporting and seamless financial management. As a trusted Fractional CFO, I provide strategic insights that empower businesses to achieve their financial objectives. I excel in delivering comprehensive accounting solutions that enhance cash flow, improve profitability, and streamline financial operations. My bookkeeping services focus on accuracy and efficiency, leveraging QuickBooks to optimize your financial processes and minimize errors. With my extensive background as an Experienced Accountant, I understand the complexities of financial management. I am committed to helping businesses thrive through clear, actionable financial strategies tailored to your specific needs. Whether you require detailed bookkeeping, strategic financial planning, or Fractional CFO services, I am here to support your growth. If you're seeking a reliable accountant to manage your bookkeeping effectively and provide insightful Fractional CFO guidance, you’ve found the right partner. Let’s work together to elevate your financial success! 𝐈 𝐥𝐨𝐨𝐤 𝐟𝐨𝐫𝐰𝐚𝐫𝐝 𝐭𝐨 𝐡𝐞𝐚𝐫𝐢𝐧𝐠 𝐟𝐫𝐨𝐦 𝐲𝐨𝐮. 𝐓𝐡𝐚𝐧𝐤 𝐘𝐨𝐮! 🏆
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Tax Preparation
    Wave Accounting
    Microsoft Excel
    NetSuite Development
    QuickBooks Online
    Bank Reconciliation
    Accounting Basics
    Financial Modeling
    Accounts Payable
    Google Sheets
    Xero
    Account Management
    Bookkeeping
    Accounts Receivable
    Accounting
  • $13 hourly
    My professional experience includes expertise in industry-led accounting software such as QuickBooks, Xero, ZohoBooks, Netsuite, Appfolio, Buildium, Wave, and Sage. This expertise ensures seamless integration and optimal performance of your financial operations. Hi, I am Manvi, a seasoned US CPA and Chartered Accountant with over 15 years of experience. INDUSTRIES SERVED I have successfully partnered with clients worldwide, be it USA, Canada, UK, Australia, Europe, Singapore, Africa and the Middle East, across a diverse range of industries, including: - Accounting, Tax and CPA Firms - Ecommerce and Retail - Law firms and Attorneys - Real Estate and Construction - Education and Coaching - IT and SaaS - Medical and Healthcare - Startups - Restaurant and Hospitality - Branding and Marketing - Non-Profits - Logistics and Shipping CORE SERVICES I offer a comprehensive suite of accounting and bookkeeping services designed to optimize your financial management with: - Accounting Software Setup and Integration - Bank and Credit Card Reconciliation - AP/AR Management - Payroll Administration - Data Migration and System Transitions - Month-End and Year-End Reporting (P&L, Balance Sheet, Cash Flow Statements) - Management Information Systems (MIS) and Business Reporting With a proven track record of enhancing financial performance, I am particularly adept at streamlining operations for eCommerce businesses on platforms such as Amazon, Shopify, Walmart, Etsy, and eBay. For a more detailed breakdown of my tax preparation services, you can visit my dedicated Tax Preparation profile. Let's connect and streamline your finances, freeing you to focus on achieving your business goals!
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Amazon Seller Central
    Stripe
    Financial Statement
    Communication Skills
    Limited Liability Company
    MYOB Administration
    GAAP
    IRS Resolution
    Property Tax
    CPA
    Corporate Governance
    Financial Report
    Administrative Support
    Budget Management
    Intuit QuickBooks
  • $22 hourly
    Greetings! I'm Affaq Hayat, a dedicated Financial Maestro and Accounting Virtuoso with a passion for perfecting financial health since 2014. Services: • Mastery in QuickBooks, Xero, Buildium, Rent Manager, Buildertrend and AppFolio for comprehensive financial solutions. • Handling invoicing, billing, data entries, and reconciliations. • Payroll processing, tax reporting, and year-end financial reporting specialist. • Collaborative work with tax professionals. • Proficient in sales tax reports and collections. • Experience with Shopify, Amazon, PayPal, LawPay, Gusto, and TSheets. • Unique Value: I thrive working with global citizens committed to sustainability. As a trusted adviser, my goal is to empower informed financial decisions. Expertise: •Technical accounting skills. • Research and financial analysis. • Bulk reconciliation and management reporting. • Development of financial systems and controls. • Industries: Successfully served LLCs, Property Management, Real Estate, Construction, eCommerce, Tech, and more. Ready to elevate your financial game? Message me to get started
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    AppFolio
    PropertyWare
    Buildium
    Financial Modeling
    Marketing Campaign Setup & Implementation
    Accounts Receivable Management
    Accounts Payable Management
    Xero
    Bookkeeping
    QuickBooks Online
    Intuit QuickBooks
    Tax Preparation
    Month-End Close Assistance
    Bank Reconciliation
    Account Reconciliation
  • $75 hourly
    Are you an e-commerce or service business owner who needs a U.S.-based accounting specialist in QuickBooks Online? Are you looking for someone that is an excellent communicator, takes the time to understand YOUR business and can assist you with a project or ongoing services? Whether you need accounting clean up, accounting setup, reconciliations or financial statement delivery for tax time, I am here and ready to help you! Work with me and never get behind again! It is easy to work with me! Simply visit my website at simplifiedpartners.com and go to the Contact me page and fill out the form and I will respond to you within 2 hours (unless after 5:00pm central). Or, contact me here via Upwork messages. We will setup a free 15-minute Discovery Call to chat more about your needs. I can help get your finances organized so you can see a clear and accurate picture of your business finances, then let's schedule a consult! Whether you choose to work with me ongoing or for a one-time project, I will work hard to ensure your numbers are accurate and will help you understand more about your business than ever before. I am a bookkeeper and financial and business consultant for e-commerce businesses. Not only do I have experience in bookkeeping, I also have attained 15+ years experience in business strategy, finance and operations. I help you get your financials organized and then work with you to determine ways to become and stay more profitable. I strive to ensure my clients have clean and accurate financials so they have a clear picture of their business health. I can also help you identify areas in your business where expenses can be reduced and efficiencies can be gained. My uniqueness is firstly the time and dedication I give to each of my clients. I take the time to know you, your business, your accomplishments and struggles. Secondly, my unique experience in the areas of business operations, strategy and finance allows me to help the client take a thorough look at all areas of their business and determine what areas need improvement to reach their goals. I have worked across a wide range of industries including healthcare, medical device manufacturing, e-commerce, mitigation services and IT. I wish you much success with your projects! I would be thrilled to help you and your team should we be a good fit. Let me know if you have any questions and when you would like to discuss our next steps. Warmly, Leslie (Maria) Weaver
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Tax Preparation
    Research & Strategy
    Executive Coaching
    Six Sigma
    Financial Analysis
    Business Strategy
    Finance & Accounting
    Lean Consulting
    Financial Planning
    Strategic Plan
    Business Management
    Bookkeeping
    Payroll Accounting
    Accounting Basics
  • $15 hourly
    I do bookkeeping in Xero, Quickbooks Online, and Netsuite. My expertise is into but not limited to: *bank reconciliation *invoicing & billing *collection & disbursements *payroll *journal entries for accruals and monthly adjustments *1099-MISC *pay-out reconciliation (Amazon, Stripe, Affirm, Best Buy) *year-end financial statements *projected financial statements I grew up playing and loving chess which somehow reflects my personality and work ethics. My favorite piece would be the pawn. I believe there's no shortcut to success, and it is a step-to-step process moving forward to be a queen. I commit and work hard on what I do and always make sure to learn every step of the way.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Google Docs
    Xero
    Intuit QuickBooks
    Bookkeeping
    Data Entry
  • $10 hourly
    I am a Certified QuickBooks ProAdvisor and Xero Certified professional with a distinguished background as a Certified Chartered Accountant (equivalent to a US CPA) and over fifteen years of experience. We have completed over 800K hours of bookkeeping, payroll, and tax return processing and managed more than 1,200 client projects. As the director and co-founder of a dedicated agency, I lead a team of 70+ professionals specializing in financial outsourcing services for accounting firms and SME businesses across Australia, the US, the UK, the UAE, Ireland, and Canada. Why Choose Us? Expertise: Certified Xero, QuickBooks, and QuickBooks Online ProAdvisors with 14 years of focused experience in accounting. Industry Experience: Serving a diverse range of industries with specialized accounting services. Commitment: Delivering timely, accurate financial records to ensure smooth tax filing and easy compliance with accounting standards. Collaboration: Working closely with your tax accountant to optimize and streamline financial processes. Reporting: Providing regular, detailed monthly reports to keep you informed about your business’s financial health. Certifications: Our ISO 9001 and ISO 27001 certified facility underscores our commitment to quality and data security. Benefits: Extensive experience, deep industry-specific expertise, and a strong commitment to secure and efficient financial management. Our Services: Our services encompass comprehensive bookkeeping solutions, including general bookkeeping, AR and AP management, write-ups, detailed reconciliations, payroll processing and accounting, and financial statement preparation. Additionally, we handle month-end and year-end closing, management reporting, cash flow management, tax return preparation and filing support, fixed asset and inventory management, budgeting and forecasting, audit support, compliance with accounting standards (GAAP/IFRS), and the creation of custom financial dashboards and KPIs. We also assist with sales tax/VAT return preparation, data entry, and overall financial data management, ensuring comprehensive and efficient management of your accounting needs. Client Industries: We serve clients across various sectors, including e-commerce, retail, recruitment, social networking, online gift stores, cleaning, real estate & property management, merchandising, construction, entertainment, medical, healthcare, consulting, legal, travel, marketing, IT & software, scaffolding, logistics, haulage, salons, and bars & restaurants. How We Work To ensure high-quality service, we assign a dedicated team member with four years of experience as your primary point of contact. Additionally, a Team Leader reviews their work to ensure accuracy, and I conduct periodic reviews of quality and communication to maintain our high standards.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Account Reconciliation
    Financial Accounting
    Accounts Receivable
    Accounts Payable
    Tax Preparation
    Accounting Basics
    Financial Reporting
    Bank Reconciliation
    Accounting
    Payroll Accounting
    Bookkeeping
    Buildium
    Xero
    Intuit QuickBooks
    Sage
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How to Hire Top Quicken Specialists

How to hire Quicken specialists

Looking to get your personal finances on track? A Quicken specialist can help. 

So how do you hire Quicken specialists? What follows are some tips for finding top Quicken specialists on Upwork.

How to shortlist Quicken professionals

As you’re browsing available Quicken consultants, it can be helpful to develop a shortlist of the contractors you may want to interview. You can screen profiles on criteria such as:

  • Accounting. Screen candidates for specialized accounting expertise such as tracking and managing an investment portfolio. 
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., exporting Quicken data to QuickBooks).
  • Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular Quicken specialist.

How to write an effective Quicken job post

With a clear picture of your ideal Quicken specialist in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project. 

An effective Quicken job post should include: 

  • Scope of work: From bookkeeping to budgeting, list all the deliverables you’ll need. 
  • Project length: Your job post should indicate whether this is a smaller or larger project. 
  • Background: If you prefer experience with certain accounting practices or tools, mention this here. 
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to get your personal finances in order? Log in and post your Quicken job on Upwork today.

QUICKEN SPECIALISTS FAQ

What is Quicken? 

Quicken is a popular personal finance management tool that makes it easy to create budgets and track spending. Virtual assistants and accountants experienced with the Quicken platform can help you better manage your finances. 

Here’s a quick overview of the skills you should look for in Quicken consultants:

  • Accounting
  • Accounts payable management
  • Bookkeeping
  • Administrative support
  • General office skills

Why hire Quicken specialists?

The trick to finding top Quicken specialists is to identify your needs. Are you looking for a virtual assistant to help you keep track of your finances? Do you also require the services of a CPA who can use your Quicken account to help you prepare your taxes? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life. 

How much does it cost to hire a Quicken specialist?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced Quicken specialist may command higher fees but also work faster, have more specialized areas of expertise, and deliver higher-quality work.
  • A contractor who is still in the process of building a client base may price their Quicken services more competitively. 

Which one is right for you will depend on the specifics of your project.

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