Upwork home
Sign up
Secondary

Hire the best Intuit Quicken specialists

Check out Intuit Quicken specialists with the skills you need for your next job.
Hire freelancers
  1.
  2. Finance & Accounting Talent
  3. Bookkeepers
  4. (Current) Intuit Quicken Specialists
  • $15 hourly

    • 4.8/5
    • (438 jobs)
    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

    • 4.8/5
    • (65 jobs)
    With over 6 years of hands-on experience, I bring a deep understanding of accounting and business management to every project. As a seasoned ProAdvisor in QuickBooks Online and Xero for 4+ years, I'm driven by a passion for helping my clients achieve remarkable results. My expertise lies in optimizing cloud-based accounting software to revolutionize your financial operations. I offer Accounting & Bookkeeping for tax, cost, and financial management, configuration, and training in cloud-based accounting software such as Quickbooks Online and Xero for individuals, small and medium-sized businesses. Most of the projects are based on Quickbooks Online and Xero software and use MS Excel to customize the necessary data. I provide Data synchronization through tools applied to e-commerce platforms for Accounting, Products and Services Management, and Inventory Management (Online Stores-Wholesale and retail). At the end of each economic period, I prepare the appropriate financial statements and company accounts. These reports are designed following the International Financial Reporting Standards (IFRS) established by the International Accounting Standards Board (IASB). These rules are called Generally Accepted Accounting Principles (GAAP). Financial accounting generates the following general purpose financial statements: 1. Statement of profit and loss [P&L]; 2. Balance sheet (statement of financial position); 3. Statement of Cash Flows; 4. Statement of Changes in Equity; 5. Trial Balance (TB). For my last customers from the US, in addition to processing and recording about 15000 transactions, bank reconciliation of about 40 months, customizing and extracting financial reports from the past 3.5 years. I included Tax planning and Tax management that allowed Federal Tax savings of around 10%-15% when filled Sales and Use Tax Returns. It includes the chart of accounts set up to manage loans and debt settlements like SBA LOAN (PPP) and other lines of credit. In addition to proficiency in Quickbooks Online, Xero, and MS Excel, I will be able to implement Accounting & Bookkeeping Jobs in WaveApps, FreshBooks, Zoho Books, Sage Intacct, Bill, YNAB - Personal Budgeting Software, DEAR Systems - Inventory Management & Apps Integrations, Quicken - Property Management, and other cloud-based systems, with integrations with Amazon, Hubdoc, GUSTO, Shopify, Clio, and PAYPAL. PROVIDING ACCOUNTING/ BOOKKEEPING SERVICES: - Set up the Chart of Accounts and Prepare the books - Journal Entries - Adjustments (Transactions - Data Entry) - Data customization and data import - Internal Data Entry Audit and Clean Up (Month-end-Review) - Re / Categorization of business transactions - Bank Reconciliations, Equity, Fixed Asset, Uncategorized Asset, & Liabilities - Update of Products and Services Inventory We can implement the communication through those platforms: Frequent user of Microsoft Office, Google Suite & Dropbox. Collaboration platforms: Teams, ClickUp, Trello & Asana. Instant Messages: WhatsApp, Skype & Slack. ******But, before starting to do business, allow me to introduce myself:****** I'm Simião (simple way: Simeon), I am a young man passionate about new technologies and numbers, with a strong commitment to serving and helping clients achieve better results. As a husband and father of two beautiful daughters, I am motivated by my personal fulfillment and the happiness of my family. I believe that the value of business is equal to the time value, the money value, and a little passion. Business Value = Time Value + Money Value + A little PASSION.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Data Mining
    Property Management
    Gusto
    Wave Accounting
    Chart of Accounts
    Inventory Management
    Account Reconciliation
    Administrative Support
    Xero
    Bookkeeping
    Data Entry
    Accounts Payable
    Intuit QuickBooks
    Accounts Receivable
  • $22 hourly

    • 4.9/5
    • (179 jobs)
    As an experienced freelance bookkeeper and data entry specialist, I possess the following strengths and skills: Quick learner: I have a strong ability to grasp new concepts and adapt to different systems quickly. Attention to detail: Accuracy is of utmost importance to me, ensuring that your books and data are meticulously maintained. Project management: Having served as a Data Processing Manager in an Accounting/Audit Firm, I successfully managed numerous accounting and bookkeeping projects. Extensive track record: I have completed over 160 projects, receiving positive feedback from clients in the USA, Australia, New Zealand, the UK, and other European and Western countries. Additionally, I have accumulated more than 17,000 successful oDesk hours. Education and Experience: Data Processing Manager, Accounting/Audit Firm (2008-2011): Managed accounting and bookkeeping projects, demonstrating expertise in various systems and software. Proficient in accounting systems: XERO, QuickBooks Online, MYOB Live Accounts, MYOB AccountRight Plus/Premier, Wave Accounting, and Sage 50 Simply Accounting. File sharing: Experienced in using platforms such as Dropbox, Google Drive, Wuala, Box.net, and SugarSync. Online work: Familiar with remote desktop, TeamViewer, and GoToMeeting for efficient collaboration. Invoicing systems: Proficient in Freshbooks, ZOHO Invoice, and WorkflowMax. Receipts/billing systems: Skilled in Shoeboxed, Receipt Bank, Bill.com, and Hubdoc. Project/task management: Knowledgeable in Asana, Basecamp, Mavenlink, and WorkflowMax. My objective is to deliver efficient and effective services, ensuring your books are clean, accurate, and up-to-date. By providing timely financial reporting, I aim to support your business decision-making and help you achieve your goals. If you require a top cloud accountant for your bookkeeping and accounting needs, please feel free to contact me. I am dedicated to building long-term business relationships and would be thrilled to assist you. Additionally, I am interested in work permits or job opportunities in Germany and am actively learning the German language. Thank you for considering my profile, and I look forward to the possibility of working together.
    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
  • $50 hourly

    • 4.7/5
    • (295 jobs)
    Catch Up, Clean Up, Keeping up and Training for Start-up or Existing Companies. Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 20 years. Also teach Quickbooks to other Accountants, Bookkeepers and Business Owners. Before you hire anyone, please let's setup a call so I can explain why there's a big advantage to hiring a Professional Bookkeeper with an Accounting degree. Located in the US. Very reliable! Software Systems Experience QuickBooks Enterprise, QuickBooks Online, Xero, Wave, Quicken, Expensify, Slack, HubDoc, Google Drive, Dropbox, ADP Workforce, ADP TotalSource, ADP Run, Paychex Flex, Gusto Payroll, Trinet, QuickBooks Payroll, Saga, TrialWorks, LawPay, Clio, Lockbox Application 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
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    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
  • $50 hourly

    • 5.0/5
    • (12 jobs)
    I LOVE what I do and I do it well. I am efficient and take pride in giving my clients the best possible books. I also love doing many aspects of accounting/bookkeeping work including Human Resources and Payroll. Building real relationships with my clients is important. Each client is different and knowing how they run their business is crucial to providing them what they need to do their job. I keep an open mind to their needs and find solutions to their problems. It's a win win relationship for us all.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Accounting Report
    Business Development
    Entrepreneurship
    Payroll Reconciliation
    Wave Accounting
    Intuit QuickBooks
    Bookkeeping
    Account Reconciliation
    Accounts Payable
    Accounts Receivable
    Tax Preparation
    Payroll Accounting
    Data Entry
  • $64 hourly

    • 4.5/5
    • (122 jobs)
    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
    Marketing Data Analytics
    Digital Forensics
    Accounts Payable Management
    Accounts Receivable Management
    Accounting
    Intuit QuickBooks
    Financial Accounting
    Bookkeeping
    Invoicing
    Zoho Books
    Bank Reconciliation
  • $15 hourly

    • 4.8/5
    • (369 jobs)
    An Accountant/Bookkeeper with over 10 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.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Month-End Close Assistance
    Accounting
    AppFolio
    Financial Management
    MYOB Administration
    Accounts Receivable Management
    Intuit QuickBooks
    Financial Accounting
    Xero
    Bookkeeping
    Microsoft Excel
  • $45 hourly

    • 3.6/5
    • (87 jobs)
    TOP RATED PLUS FREELANCER ⭐️ ⭐️ ⭐️ ⭐️ ⭐️. "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 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.) - 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 - 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
  • $45 hourly

    • 4.9/5
    • (16 jobs)
    Are you having trouble keeping your books up to date and accurate? Have you had enough of doing your own bookkeeping and tracking bills? As a small business owner, we realize that there may not be enough hours in the day. Stop worrying about your books and focus on what you are passionate about. Financial mistakes can cost your business time and money. Keeping your books accurate streamlines the operation of your company and ultimately lowers the cost of doing business. Let me help you take charge of your finances through: • Catch Up and Clean up • Data Entry • Transaction Classification • Account Reconciliation • Financial Reporting • Monthly Bookkeeping • Quarterly Bookkeeping • AP/AR • Daily Money Management • Personal/Business Bookkeeping • Budgeting My passion is to help small business owners, like you, keep your bookkeeping and daily money management tasks organized to take the stress from you. Let’s get started!
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Document Review
    Accounting
    Light Bookkeeping
    Accounting
    Account Reconciliation
    Chart of Accounts
    Bank Reconciliation
    Transaction Data Entry
    Microsoft Office
    Bookkeeping
    Microsoft Excel
    Intuit QuickBooks
  • $12 hourly

    • 4.9/5
    • (57 jobs)
    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
  • $15 hourly

    • 4.3/5
    • (28 jobs)
    - I am perfect at keeping finances in shape! I am a Remote Bookkeeper and Accountant providing quality services since 2014, and have been doing the following: - Handling and maintaining different client's QuickBooks and Xero Accounts such as data invoicing, accounts receivable, billing, accounts payable, data entries, income expense categorization, bank, credit card, PayPal reconciliations, adjustments, closing entries, and reporting. - Payroll processing, Federal/State Payroll taxes / W-2s / 1099s reporting and filing- Backlog data cleanup, Monthly, and year-end financial reporting - Assists and works with clients' tax accountants or CPA for the preparation of tax returns. - Handles client's invoice payments and accounts receivables collections. - Sales tax report preparation and filing - Work also with clients Shopify, Amazon, and PayPal Sales, LawPay, Gusto, and TSheets. I mostly enjoy working with individuals and businesses that consider themselves global citizens and work to pay it forward and who wish to be contributors to the sustainability of our planet. My primary goal as a trusted adviser is to be available and to provide insightful advice to enable clients to make informed financial decisions. I do not accept anything less from myself and this is what I will deliver to you. Can offer the following expertise: - Strong technical accounting skills - Excellent research and financial analysis abilities - Bulk reconciliation, stripe/PayPal/ and other payment clearing reconciliation to reflect correct balances - In-depth management reporting - Developing and implementing financial systems and controls Industries worked with: LLCs, Real Estate Rentals, Construction, Rehab, Flipping, eCommerce, Tech companies, Landscaping companies, and many more. Now message or invite to get started.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Financial Modeling
    Marketing Campaign Setup & Implementation
    Accounts Receivable Management
    Accounts Payable Management
    Xero
    Bookkeeping
    Accounting
    QuickBooks Online
    Intuit QuickBooks
    Tax Preparation
    Month-End Close Assistance
    Bank Reconciliation
    Account Reconciliation
  • $50 hourly

    • 4.6/5
    • (55 jobs)
    HIGHLIGHTS Remote Full charge bookkeeper for many industries. - QuickBooks certified with extensive Quick books experience in both service and sales areas. -Over 25 years of Experience Reconciliations are one of my favorite tasks. - completed 10 PPP round one and two Loans, all of which have been forgiven -handled 15 EIDL loans that were all funded. - filed ERC credits for several companies and received the Maximum credits back for the companies -specialize in QuickBooks Account clean-ups and monthly maintenance. - Experience with job costing and tracking by class -handled payroll for up to 125 employees in over 30 states -quarterly payroll taxes -prepping your books for your accountant for Tax time - Sales Tax and Sales Tax audit Experience - fully insured - HIPPA certified -notary ACCOMPLISHMENTS Full charge bookkeeper and in house payroll as company went from public to private with a 15000% growth in employees in over 30 states in 11 months. Prepped books, assisted auditors and finalized quarterly SEC Audits Assisted in policy development and implementation as well as training all incoming support staff for the executive level. Dispatch and Scheduling along with job organization
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Accounts Receivable Management
    Bank Reconciliation
    Payroll Accounting
    Microsoft PowerPoint
    Bookkeeping
    Intuit QuickBooks
    Accounts Payable Management
    Income Statement
    Microsoft Excel
  • $50 hourly

    • 5.0/5
    • (46 jobs)
    Dynamic and motivated professional with a proven record of expertise in Accounting and Bookkeeping, Tax Planning, Tax compliances, and Tax Return filing, managing accounting projects from scratch to completion, and Finalizing the Books for tax return preparation. Skilled in building a streamlined process for accounting and taxes, demonstrating exceptional communication skills, and making critical decisions during challenging situations. I have 9+ years of experience working in the field of accounting and taxation. Accounting and Bookkeeping Experience - Setting up a company - Reorganizing Chart of Accounts - Bank Reconciliation - Credit card Reconciliation - Paypal /Stripe Reconciliation - Account Receivable Management - Accounts Payable Management - Month/Year End Closing Journals - Inventory Management - Payroll Accounting - Reporting Tax and Tax Planning Experience - Income Tax return filing - Building Tax Planning Strategies for Small and Medium businesses - State Sales Tax Registration and Compliance - State Withholding Tax Registration - Payroll Setup and Compliances - State unemployment tax registration - State Annual Filings Industries worked in - Property Management Companies - Real Estate Companies - E-Commerce Companies - Restaurants - Therapy center - Medical Billing - CPA firms - Tours and Travel Companies - Landscaping & Lawn Care Companies - Cafe's & Bars - Manufacturers - Traders - Retail Stores - Hotels & Motels Accounting - Farms and Orchards
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Taxes
    Sales Tax
    Corporate Tax
    Certified Tax Preparer
    CPA
    Xero
    Property Management
    Management Accounting
    Accounts Payable Management
    Accounting
    Financial Accounting
    Balance Sheet
    Tax Preparation
    Bookkeeping
    Intuit QuickBooks
  • $15 hourly

    • 5.0/5
    • (158 jobs)
    I am a certified Intuit QuickBooks Proadvisor, Xero, Wave, Myob, Clearbooks, Freshbooks, Zohobooks & Sage bookkeeper. I would like to introduce myself as an experienced accountant specializing in the field of accounting, bookkeeping, legal, data entry and tax services. I am committed to highest levels of quality services within agreed timelines. I can fully assure you of complete data integrity, confidentiality and conflicts of interest. I follow the principle of Timely and Quality Delivery and vision to become A quality service provider who is supporting the global client base. I have worked for clients across different geographies like India, USA, Canada, Australia, UK, Europe, Singapore, Africa & Middle East. I have more than 12 years of experience & were part of Big4 accountancy Firms in India and abroad.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Financial Audit
    MYOB Administration
    Tax Planning & Advisory
    Communication Skills
    SAP ERP
    Finance & Accounting
    Bill.com Accounts Receivable
    Asset Management
    Real Estate Financial Modeling
    Sales Tax
    Payroll Processing
    Cash Flow Statement
    Bookkeeping
  • $75 hourly

    • 4.9/5
    • (54 jobs)
    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. .
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Microsoft Word
    Accounts Receivable
    Accounts Payable
    Balance Sheet
    Intuit QuickBooks
    Microsoft Excel
  • $30 hourly

    • 5.0/5
    • (5 jobs)
    I am an experienced finance, accounts and an audit professional. I have setup and managed the financial affairs of several start up and emerging companies. Have set up the client’s chart of accounts to work with their specific industry and corporate needs. My core competency lies with a strong foundation in financial accounting and auditing and the ability to implement that knowledge for many different industries and provide financials that is useful to the stakeholders. My goal is to provide quality services. I am offering a variety of services, including but not limited to: • Accounting and bookkeeping, including batch processing (bulk invoices, bills, expenses and bank transaction) • Financial planning, consulting and management • Migration of accounts from different accounting software • Intelligent data analysis to detect and prevent fraud and financial mismanagement • Collections, accounts receivables payables • Business setup • Data entry and analysis
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Financial Modeling
    Bookkeeping
    Microsoft Dynamics CRM
    Xero
    Data Migration
    Wave Accounting
    Sage 50 Accounting
    Intuit QuickBooks
  • $15 hourly

    • 4.9/5
    • (765 jobs)
    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
    Accounting
    Certified Tax Preparer
    Transaction Data Entry
    Balance Sheet
    Bookkeeping
    Tax Return
    Accounting Software
    Bank Reconciliation
    Numeric Fluency
    Accounting Basics
    Intuit QuickBooks
  • $12 hourly

    • 4.8/5
    • (81 jobs)
    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
    Microsoft Excel
    Data Analysis
    Data Entry
    Financial Accounting
    Robotic Process Automation
    PDF
    Automation
    Financial Analysis
    Payroll Processing
    Xero
    Tax Preparation
    Bookkeeping
    MYOB Administration
    Intuit QuickBooks
    Accounting
  • $40 hourly

    • 4.9/5
    • (693 jobs)
    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
    Accounting
    Visual Basic for Applications
    Technical Accounting
    International Financial Reporting Standards
    Accounts Payable Management
    Balance Sheet
    Clear Books
    Intuit TurboTax
    Tax Law
  • $15 hourly

    • 4.9/5
    • (356 jobs)
    Accounting is what I do best while you can take care of the rest! I am a dedicated CPA with experience in developing and implementing financial systems, strategies, processes and controls that significantly improve P&L scenarios. An expert at establishing accounting functions, systems and best practices for cost-reduction, automation and tax strategies. I am focused on providing exceptional client services and believe in generating measurable and tangible results in the books. My expertise includes Bookkeeping and Accounting services, preparation and analysis of Financial Statements, US/State Tax Compliance (preparation of US corporate and individual tax returns), tax planning and structuring and data entry work. Additionally, I have extensive experience with preparation of business tax returns for Sole Proprietorships, LLC’s, Partnerships S-Corporations, C-Corporations and foreign entities. I help clients on filing Quaterly/Annually: GST, HST and PST in Canada. BAS, PAYG and GST in Australia Corporation tax, National Insurance, PAYE, Self- assessment in UK and filing with HMRC and Companies house. State and federal taxes in US I have worked for clients across different geographies like India, USA, Canada, Australia, UK, Europe, Singapore, Africa and Middle East. I have extensive experience in working with the clients from various sectors like Real Estate, Manufacturing, Retail, Professional Services, etc. I am committed to highest levels of quality services within agreed timelines. I can fully assure you of complete data integrity, confidentiality and conflicts of interest. I am a qualified Chartered Accountant from ICAI, India and a B. Com (Honors) graduate from Shri Ram College of Commerce, Delhi University. I am also a certified Intuit QuickBooks Proadvisor, Xero, Wave, Myob, Clearbooks, Freshbooks, Zohobooks & Sage bookkeeper.
    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
  • $35 hourly

    • 5.0/5
    • (5 jobs)
    Running a business requires wearing many different hats, from sales representative to advertiser to janitor. It can keep one going from dusk till dawn! Let me take the busy work out of your finances so you can watch your business blossom and focus on the things you enjoy! Greetings! My name is Kacey and I am a proud, small business owner and experienced bookkeeper. I have an Associate of Applied Science in both Accounting and Management and have enjoyed working with various industries from E-commerce to General Construction. I value a friendly and casual connection with my clients while providing exceptional and thorough bookkeeping. I look forward to hearing about your business and how I can assist in your glorious success!
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Microsoft Word
    QuickBooks Online
    Transaction Data Entry
    Bookkeeping
    Data Entry
    Tax Return
    Balance Sheet
    Bank Reconciliation
    Account Reconciliation
    Accounts Payable
    Intuit QuickBooks
    Tax Preparation
    Accounts Receivable
    Financial Report
  • $20 hourly

    • 4.8/5
    • (60 jobs)
    I would like to introduce myself as a proficient outsourced worker. I have the necessary skills to take care of a wide range of accounting & Data entry tasks and have worked for clients all over the world. My software skills include all version of Quickbooks Online & Desktop I also have advanced skills in Excel: Being able to do excel Macros, Pivot Tables, Graphs, Charts and reports Automation & Formulas. I look forward to working with you on any book keeping or accounting project and helping your company grow.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Accounts Payable Management
    Sales Tax
    Certified Tax Preparer
    Bookkeeping
    Financial Reporting
    Intuit QuickBooks
    Data Cleaning
    Payroll Accounting
    Bank Reconciliation
    Account Reconciliation
  • $15 hourly

    • 4.8/5
    • (74 jobs)
    I am a results-driven accounting professional with more than 12 years of bookkeeping, auditing and financial management experience. A highly talented, creative, quick learner and a Qualified bookkeeper. Accuracy in work is important for me. My current clientele includes clients majorly from E-commerce, Real Estate, CPA and Law firms. I have extensive experience in working on various software such as Quickbooks, Xero, QBO, Sage, Shopify, Amazon, Appfolio, Buildium and others. My aim is to revolutionize the industry with the out of the box thinking and believe in knowledge sharing. I am certified in Quick Books and Intermediate Financial Moduling.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Intuit TurboTax
    Inventory Management
    Management Accounting
    US Taxation
    Expense Reporting
    Tax Planning & Advisory
    Buildium
    Financial Reporting
    Tax Preparation
    Tax Accounting
    Financial Report
    SAP
    Accounts Payable
  • $85 hourly

    • 4.9/5
    • (46 jobs)
    QuickBooks Online Certified ProAdvisor | Business Improvement Six Sigma Specialist | Financial and Business Consultant If you are an e-commerce business owner who is looking for someone that specializes in QuickBooks Online and understands the bookkeeping all the way up through financial statements, financial planning and strategic planning, then you've found the right person! 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
  • $50 hourly

    • 4.9/5
    • (171 jobs)
    Hello, thank you for visiting my profile. I work with individuals and small businesses in a variety of professions providing bookkeeping and accounting services. If you're interested in on-going services, I offer fixed monthly rates starting at $175/mo. Services Provided: -Bookkeeping duties, including payroll, AR, AP, invoicing, billing, etc. -Historical clean-up and account reconciliations. -Chart of Accounts and work flow information to help create customized reports. -Software transfers (changing accounting systems and moving data). -Cost Accounting for construction and other project related needs. -Quickbooks Online training and support. My strength in accounting is in the ability to create systems of work/information flow and custom reports specific to an individual business and then maintaining that system. I work with businesses to customize all aspects of their accounting using the available features in their accounting software. I am typically available to respond to messages in a within a day and I'm available to schedule phone calls as needed. Please feel free to message me if you have any questions. Thank you for your time, I look forward to hearing from you. Joe Bever
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Financial Forecasting
    Microsoft Excel
    Bookkeeping
  • $30 hourly

    • 5.0/5
    • (11 jobs)
    Certified Chartered Accountant and Bachelor in Commerce with honours in Accounting and Business Statistics from India having 20+ years of experience in Accounting, Bookkeeping, Cloud Accounting, GAPP, Auditing, Financial Modelling, Financial Planning, Tax Planning, Tax Compliance, Tax Returns, and implementation of accounting systems and processes. I am proficient in computers with MS Office applications (MS Word, MS Excel, PowerPoint, Etc) and worked on various accounting packages i.e. Quickbooks, Zoho Books, Oddo, Xero, Buildium etc. I am a Certified Quickbooks Pro Advisor and a Certified Consulting Partner of Zoho Books. I am running a 30+ year old Tax Practice in India with a team of 10+ Chartered Accountants and other accounting professionals. In my practice experience, I have worked with all kinds of businesses ranging from manufacturing, trading, service providers, professionals, exporters and contractors. I have been part of a plethora of audits and assurance functions and also involved in monthly, quarterly and annual closing of accounts of various types of clients. With such vast experience in working with different types of businesses, I have developed a deep understanding of the processes and systems involved in almost all kinds of businesses. I have an in-depth knowledge of the implication of every business transaction on the financial statements of the company. I am an explorer by nature, a perfectionist at the core and an avid reader of business and management books, I am a regular learner of new technologies and tools in business analytics and intelligence which I try to implement for supporting my clients in the advancement of their business and growth. You can reach me out for a preliminary discussion on your requirement and I will be happy to discuss and assist you.
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Data Migration
    Financial Reporting
    International Financial Reporting Standards
    Financial Modeling
    Financial Analysis
    Tax Preparation
    Wave Accounting
    Xero
    Zoho CRM
    QuickBooks Online
    Intuit QuickBooks
    Tax Return
    Zoho Books
  • $35 hourly

    • 4.4/5
    • (20 jobs)
    I am a Certified Quickbooks ProAdvisor with over 5 years of bookkeeping experience. I specialize in nonprofit, e-commerce, digital marketing, and service based small businesses. I work hard for all of my clients through consistent communication, planned strategy calls, timely and accurate financial reporting. I have experience with all of the following responsibilities: - New Quickbooks account set up - discounts provided when working with ProAdivsor - Accounts Receivable/Payable - Monthly Reconciliation of accounts - Payroll solutions - Clean ups for those business behind - Transaction coding - Financial Reporting [P&L, Cash Flows, Balance Sheet] - Building of Chart of Accounts I look forward to connecting with you and learning more about your business!
    vsuc_fltilesrefresh_TrophyIcon Intuit Quicken
    Account Reconciliation
    Project Delivery
    Project Timelines
    Bookkeeping
    Payroll Accounting
    Bank Reconciliation
    Accounts Payable
    Intuit QuickBooks
    Accounts Receivable
  • Want to browse more freelancers?
    Sign up

How it works

 
 
1. Post a job (it’s free)
 
Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.
 
 
2. Talent comes to you
 
Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.
 
 
3. Collaborate easily
 
Use Upwork to chat or video call, share files, and track project progress right from the app.
 
 
4. Payment simplified
 
Receive invoices and make payments through Upwork. Only pay for work you authorize.
 
 
 
Trusted by 5M+ businesses
 
 
 
 
 
 
 
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.








 

              Read more
              
 
            View less
            
 
 
     
 
 
 
                Schedule a call
              
 
 
Looking to hire for long-term or full-time assignments? See how Upwork Payroll simplifies admin.