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
  • $18 hourly
    • 4.7/5
    • (591 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.
    Featured Skill 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
  • $40 hourly
    • 4.6/5
    • (367 jobs)
    Industries I specialize in - Service Industries, Law Firms, Restaurants, 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, Salesforce 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 - Accounting, Bookkeeping, QuickBooks, Wave, Payroll RESUME BELOW: Work Experience Freelancer – Full Charge Bookkeeper & Payroll Clerk UPWORK Nov 2020 to Present • Performing accounting, bookkeeping, payroll & HR services to clients, companies and individuals. • Certified in QuickBooks, Xero, Quicken & Wave • Help clients with new set up of accounting software • Help clients clean up and stay current with their accounting programs • Accounts Payable, Accounts Receivable & Collections • Lockbox processes, cash applications, purchase orders • Bank reconciliation, financial spreadsheets, budgets • Prepare, process payroll using payroll services: Paychex Flex, ADP TotalSource, ADP Workforce, Gusto & Trinet • Provide monthly, Quarterly and annual financial reporting to clients • Assist with HR matters such as hiring, onboarding and termination of employees • Assist with insurance and benefits registrations for employees and employers Director of Finance/Payroll Manager LAW OFFICES OF MICHAEL S LAMONSOFF, PLLC - New York, NY November 2015 to November 2020 • Record and monitor all the client billing and disbursements per case • Handle all the deposits and settlements into the Escrow/IOLA Escrow accounts • Bank reconciliations of operating, escrow and credit card accounts for both business and attorneys • A/P, A/R processing • Monthly, quarterly and annual financial reporting • Handle all petty cash, and oversee the billing for all the attorneys per month • Supervised department staff • Process payroll for over 60 employees • Handle all HR Matters including employee benefit packages, boarding and off boarding of employees • Prepared all yearly 1099's and monthly reconciled all payroll and benefits reports • Interviewing and preparing offer letters for all new hires • Create and update employee handbooks • Track Employees Time-sheets and Accrual Time for PTO & Vacation • Renewed all Insurance policies for the firm Accounting Manager/Full Charge Bookkeeper ROM REALTY, LLC - Long Island, NY February 2005 to November 2015 • Handle all the accounting & finances for all properties • Handle all the human resources & payroll duties including processing payroll for over 75 employees • Invoices/expense reports, payment transactions, bank reconciliation, process all incoming & outgoing bank activities • Create & maintain spreadsheets using advanced Excel functions & calculations to develop reports & lists • Handle all the administrative duties as well as managed all the buildings owned by the realty estate company • Manage all the calendars, meetings, travel arrangements for the CEO • Prepare all the tenant leases and renewals & handle all the rent rolls • Maintain detailed administrative & procedural processes to improve accuracy & efficiency Office Manager/Bookkeeper GALMER, LTD - Long Island, NY March 1994 to Dec 2005 • Supervised a three-person clerical staff and 12 Labor Workers & Processed Payroll for all employees and contractors • Accounts Payable and Accounts Receivable, and all clerical duties • Assisted in the shipping and receiving department with documentation • Assisted in Customer Service with old and new orders, processed all incoming and outgoing orders for our products. • Handle all the administrative duties as well as managed all the buildings owned by the realty estate company
    Featured Skill 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
  • $16 hourly
    • 4.9/5
    • (94 jobs)
    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!
    Featured Skill Intuit Quicken
    Data Mining
    Gusto
    Wave Accounting
    Chart of Accounts
    Inventory Management
    Account Reconciliation
    Administrative Support
    Xero
    Bookkeeping
    Data Entry
    Accounts Payable
    Intuit QuickBooks
    Accounts Receivable
  • $15 hourly
    • 4.9/5
    • (205 jobs)
    As an experienced AI QuickBooks Cleanup 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 - Xero - Wave Accounting -Fresh Accounting - Python - Google Colab Complex Migration or Conversion Quickly and accurately From Wave Accounting to Xero (Over 40000 transactions successfully converted in short period) From Quicken to QBO 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.
    Featured Skill Intuit Quicken
    Xero
    QuickBooks Online
    Transaction Data Entry
    Wave Accounting
    Financial Reporting
    Accounts Receivable Management
    Bookkeeping
    Bank Reconciliation
    Account Reconciliation
    Microsoft Excel
    Intuit QuickBooks
  • $55 hourly
    • 4.6/5
    • (134 jobs)
    One-Stop Finance Solution – From Bookkeeping to Advanced Analysis & Taxation 100% Accuracy and Quality Guaranteed Hello! I’m a Top Rated Plus Freelancer with a 100% Job Success Score on Upwork, and a Chartered Accountant with extensive experience in financial data analysis, QuickBooks, and Xero. I’m also a tech enthusiast who specializes in automating processes to save you time and money. With over 10 years of on-record experience working alongside CPAs, bookkeepers, and business owners, I’ve built a reputation as a bookkeeping cleanup expert and trusted advisor in public accounting. My qualifications include: Chartered Accountant – India CPA Australia – Pursuing ACCA UK – Pursuing How I Can Help You I empower owners of modern service-based companies to focus on what they do best—by taking care of the numbers. My comprehensive services include: Cloud Accounting & Bookkeeping: QuickBooks Online, Xero, Sage, Odoo Setup & Conversions: QuickBooks Online/Xero implementation and migration Regular Checkups: Ongoing monitoring and optimization of your financial systems Cleanups: From small corrections to major overhauls in QuickBooks/Xero Data Analysis & Forecasting: With or without specialized software Forensic Audits Payroll Services: USA-focused Transition Between Bookkeeping Programs Clients I Work With Modern Service-Based Companies Real Estate Professionals Creative & Innovative Businesses Veterinarians Is There Value in Us Talking? Want to free up your time and stop worrying about your business finances? Looking for highly qualified, trusted, and dedicated professionals committed to your success? Do you value working with a true expert? If you’re ready for a change or want to hand your financial management to a proven team, let’s connect! Schedule a free discovery session today and experience the difference expert financial support can make.
    Featured Skill Intuit Quicken
    Business Plan
    Financial Projection
    Financial Planning
    Microsoft Excel
    Accounting
    Financial Model
    Forensic Accounting
    Financial Modeling
    Financial Analysis & Valuation
    Financial Analysis
    Accounts Payable Management
    Accounts Receivable Management
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
  • $25 hourly
    • 4.6/5
    • (76 jobs)
    - Professional Accountant with 10+ years of well-rounded experience in the US Industry - 100% jobs success having served 60+ clients (TOP Rated Plus Freelancer Status on Upwork) Areas of Expertise: Reporting, Bookkeeping, Sales Tax and Compliance matters: - Expert Accountant with proven experience in Financial Management, Reporting, Complex Reconciliations, Data Clean up, Streamlining Procedures and Ensuring Compliance by following deadlines through a proactive approach and dedicated attention to details - I have worked with clients in all areas of business including AR, AP, Monthly Reporting, Customizing Chart of Accounts, Data Migrations, Inventory Tracking, Depreciation Schedules and preparing Management Reports. - I have helped clients (both businesses and individuals) in Budgeting, Performance Appraisals & Financial Modelling. - Complete command on all Sales Tax related matters (40+ States) including registrations, filings, handling notices, nexus determination and complete compliance. Payroll Matters: - All Payroll related matters including recurring pay runs, setting up data from scratch in platforms of your choice, ensuring statutory deductions and handling all compliance related matters by proactively filing and handling all communication with IRS and State authorities. Platforms used: - I have a thorough understanding of QuickBooks Online, Desktop, XERO, BaseCamp for project management, PODIO, Appfolio, Bill.com, Microsoft and Google Office Suite - I have helped various clients with integration setups (including QuickBooks Online with Amazon, QuickBooks Online with BigCommerce, Shopify with Xero, Stripe with Xero, Payment Evolution with Xero etc.) - I have used both Avalara and Tax Jar for Sales Tax matters. Certifications: - Intuit Certified QuickBooks Online Pro-advisor - Xero Certified Pro-Advisor - Microsoft Certified Excel Specialist - Certified Chartered Accountant (ACCA-UK) - BSc (Hons) Applied Accounting, Oxford Brookes University, UK
    Featured Skill Intuit Quicken
    Chartered Financial Analyst
    Bookkeeping
    Accounts Payable Management
    Accounts Receivable Management
    QuickBooks Online
    Xero
    Financial Reporting
    Google Sheets
    Financial Modeling
    Financial Accounting
    Intuit QuickBooks
    Bank Reconciliation
    Microsoft Excel
  • $12 hourly
    • 4.7/5
    • (86 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.
    Featured Skill 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
  • $25 hourly
    • 4.8/5
    • (20 jobs)
    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.
    Featured Skill 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
  • $10 hourly
    • 4.3/5
    • (237 jobs)
    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 1000k hours of bookkeeping, payroll, and tax return processing and managed more than 1,200 client projects as a Mindspace Group. 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. Brands we have worked with: We have had the privilege of working with a diverse range of brands, including Aspire Careers, Skull Shaver, One Cup Coffee Co., Elevate Styles, All Green Recycling, Goldia - Gold & Diamond, Upad.co.uk, Classic Carbs, Alquity, Boileroom, Chemco Pharmacy, Positive Carbon, Redkey Technology, Zumo, Fintegra, Cars24, franchisees of Dunkin' Donuts and Burger King, PHI Brands, Soul and Surf, Promo Parrot, PromosXchange, Peak Plumbing, CoinsTV, Pelican, Alutech, Mission for Sports, Kaykroo, Simple Pharma, Domus Flowers, Colourful Keys, DropGym, Budget Blinds, and many more. 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.
    Featured Skill 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
  • $50 hourly
    • 4.7/5
    • (142 jobs)
    Overwhelmed by year end accounting and tax prep! Let my 20 years of accounting and QuickBooks help! Reach out with any clean up projects and I’ll get started right away. Full charge bookkeeping including: • Financial Statements, Month end closing procedures, account reconciliation • Work in progress reporting/Job costing • Payroll for 150+ employees • Accounts Payable and Receivable, Customer Billings • State, Federal, & Payroll Taxes
    Featured Skill Intuit Quicken
    Bill.com
    Accounts Payable Management
    Gusto
    Financial Statement
    Sales Tax
    Google Workspace
    Accounts Receivable Management
    Expensify
    Human Resources
    Management Accounting
    Cost Accounting
    Microsoft Excel
    Payroll Accounting
    Intuit QuickBooks
    Account Reconciliation
  • $30 hourly
    • 4.4/5
    • (236 jobs)
    ⭐️⭐️⭐️⭐️⭐️ Top-Rated UK Accountant & Bookkeeper | Xero Specialist | Driving Growth & Profitability Hi there! I'm Ben, a highly experienced accountant with a proven track record of success. I've helped businesses like yours thrive by: 🚀 𝗦𝗰𝗮𝗹𝗶𝗻𝗴 𝗿𝗲𝘃𝗲𝗻𝘂𝗲: I recently guided a leading UK cyber security company through a significant growth phase, increasing their annual revenue from £5m to £15m while streamlining their financial processes. 💼 𝗣𝗿𝗼𝘃𝗶𝗱𝗶𝗻𝗴 𝗲𝘅𝗽𝗲𝗿𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗴𝘂𝗶𝗱𝗮𝗻𝗰𝗲: I specialize in Xero and deliver insightful reports that empower you to make data-driven decisions and achieve your business goals. 💡 𝗢𝗳𝗳𝗲𝗿𝗶𝗻𝗴 𝗰𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: From bookkeeping and VAT returns to year-end accounts and personal tax, I handle all your financial needs, allowing you to focus on what you do best – growing your business. 𝗠𝘆 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: ✅ - 𝐗𝐞𝐫𝐨 𝐒𝐞𝐭𝐮𝐩 & 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 ✅ - 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 ✅ - 𝐂𝐚𝐬𝐡𝐟𝐥𝐨𝐰 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 ✅ - 𝐀𝐧𝐧𝐮𝐚𝐥 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 ✅ - 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐓𝐚𝐱 𝐑𝐞𝐭𝐮𝐫𝐧𝐬 ✅ - 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 ✅ - 𝐕𝐀𝐓 𝐑𝐞𝐭𝐮𝐫𝐧𝐬 ✅ - 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 ✅ - 𝐏𝐫𝐨𝐟𝐢𝐭 & 𝐋𝐨𝐬𝐬 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 ✅ - 𝐁𝐚𝐥𝐚𝐧𝐜𝐞 𝐒𝐡𝐞𝐞𝐭𝐬 Ready to take your business to the next level? Let's connect and discuss how I can help you achieve your financial goals. Best regards, Ben
    Featured Skill Intuit Quicken
    Financial Model
    Finance
    Payroll Accounting
    Account Reconciliation
    Bank Reconciliation
    Accounting Software
    Taxes
    Account Management
    Accounts Receivable
    Accounts Payable
    Xero
    Intuit QuickBooks
    Accounting
    Bookkeeping
    Data Entry
  • $15 hourly
    • 4.7/5
    • (425 jobs)
    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.
    Featured Skill Intuit Quicken
    Month-End Close Assistance
    Accounting
    AppFolio
    Financial Management
    MYOB Administration
    Accounts Receivable Management
    Intuit QuickBooks
    Financial Accounting
    Xero
    Bookkeeping
    Microsoft Excel
  • $10 hourly
    • 4.7/5
    • (717 jobs)
    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. Brands we have worked with: We have had the privilege of working with a diverse range of brands, including Aspire Careers, Skull Shaver, One Cup Coffee Co., Elevate Styles, All Green Recycling, Goldia - Gold & Diamond, Upad.co.uk, Classic Carbs, Alquity, Boileroom, Chemco Pharmacy, Positive Carbon, Redkey Technology, Zumo, Fintegra, Cars24, franchisees of Dunkin' Donuts and Burger King, PHI Brands, Soul and Surf, Promo Parrot, PromosXchange, Peak Plumbing, CoinsTV, Pelican, Alutech, Mission for Sports, Kaykroo, Simple Pharma, Domus Flowers, Colourful Keys, DropGym, Budget Blinds, and many more. 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.
    Featured Skill 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
  • $85 hourly
    • 5.0/5
    • (504 jobs)
    US Based! ******* I UNDERSTAND YOUR BUSINESS MODEL AND KNOW EXACTLY WHAT YOU NEED! *******On Track for $2 Million in Earnings on Upwork!!! ******* Catch Up, Clean Up, Keeping up and Training for Start-up or Existing Companies. I’ve built a super solid reputation as Upwork's #1 MOST SUCCESSFUL Bookkeeper! 500 jobs and 11k hours with ALL 5-star reviews Over 25 years of proven expertise! Let me handle your books while you focus on growing your company. Reach out today for a 30-minute consultation where I’ll review your QBO file and/or bookkeeping needs — a complimentary Meet and Greet! Located in the US! Very reliable! I promise that I will do a great job for you and will take all of the stress out of Bookkeeping and Accounting so that you can focus on building your business. Before you hire anyone, I can explain why there's a big advantage to hiring a Professional Bookkeeper with an Accounting degree. Quickbooks ProAdvisor Top Tier Elite Status Intuit Quickbooks Ambassador Member My Services Include: • Accounting services • Accounting system integration • Accounts payable & receivable • Audit support • Automation & System Streamlining • Balance Sheet • Bank and Credit Card reconciliation • Bookkeeper • Bookkeeping for eCommerce • Business profitability • Budgeting & Forecasting • Cash flow management • Catch-Up & Clean-Up Services • Certified QuickBooks Accountant • Cost-saving strategies • Ecommerce bookkeeping • Financial analysis • Financial automation • Financial consulting • Financial reporting • Fixing Messy Books • Forensic accounting • Full-cycle bookkeeping • Income statement • Profit & Loss • QuickBooks • QuickBooks cleanup • QuickBooks consulting • QuickBooks Online (QBO) • QuickBooks ProAdvisor • QuickBooks reports • QuickBooks Setup • QuickBooks Training • Real estate bookkeeping • Remote accounting services • Sales tax reporting • Small business accountant • Start-ups bookkeeping • Tax compliance • Tax preparation • Tax Strategy • Vendor management • Virtual bookkeeping • CUSTOM SOLUTIONS FOR ALL INDUSTRIES AND PERSONAL SOLUTIONS TOO! What Clients Are Saying About Me: ⭐⭐⭐⭐⭐"HIRE HER IMMEDIATLEY!!! Stacy was incredible to work with! She provided valuable guidance on Bookkeeping Systems and QuickBooks during our Consulting Project, making complex topics easy to understand. Her expertise, patience, and ability to answer all my questions made the experience both productive and enjoyable. Stacy's professionalism and deep knowledge truly set her apart. I highly recommend her to anyone looking for top-notch bookkeeping support—a true 5-star experience!" ⭐⭐⭐⭐⭐"Stacy is a rock star! I learn something new every time we meet, and I truly look forward to working with her." ⭐⭐⭐⭐⭐"Stacy was fantastic, very knowledgeable and was able to walk me through some quick steps on how to maintain bookkeeping in QBO. Worth every penny, we will be hiring her to help us clean up our books. 100% would recommend to anyone else looking for a qualified bookkeeper." ⭐⭐⭐⭐⭐ “Stacy was amazing! She not only cleaned up my books but also helped me implement systems to make things run more smoothly. If you’re on the fence, HIRE HER!” ⭐⭐⭐⭐⭐ “I’ve worked with other bookkeepers before, but Stacy is a whole different level. She makes complex tasks seem easy and was able to save us tons of money.” ⭐⭐⭐⭐⭐ “Stacy’s expertise is unmatched. She helped us get everything in order for tax season, and her QuickBooks training was invaluable!” ⭐⭐⭐⭐⭐ See the rest of the comments on my Upwork profile! ⭐⭐⭐⭐⭐ EXPERIENCE: HCG, Inc., FL 9/91 - Present Accountant / Full Charge Bookkeeper / QuickBooks / Excel and Word Professional Client base consists of ALL Industries: Key Responsibilities: • Responsible for all Accounting and Bookkeeping functions including Sales Tax Report filings, Daily Accounts Reconciliation, Financial Reporting, Bank Reconciliations, Accounts Receivable, Accounts Payable, Budgeting, Cash Flow Planning, Inter-company Accounting, Inventory and Account Analysis Reporting. • Eliminated Accounts Payable inaccuracies by implementing GL coding systems and documentation protocols. • Preparation of year-end corporate tax returns and Sales Tax audits. Have also assisted with Forensic Accounting projects. • Audited Accounts Payable invoices and consistently identified errors in Vendor billing. • Sourced new vendors and negotiated better pricing, resulting in 25 to 40 percent savings. • Developed systems for automating office functions to ensure companies operate efficiently. • Excel, Word, and QuickBooks Trainer, specializing in applications and business systems. Let’s Take Your Business to the Next Level! Reach out today and let’s discuss how we can improve your financial systems and save you time and money!
    Featured Skill Intuit Quicken
    Financial Reporting
    Accounts Payable Management
    QuickBooks Online
    Cost Control
    Employee Training
    Business Consulting
    Financial Accounting
    Bookkeeping
    Account Reconciliation
    Intuit QuickBooks
    Bank Reconciliation
    Microsoft Excel
  • $20 hourly
    • 4.5/5
    • (114 jobs)
    Experienced and strong accounting professional with more than 14 years of work experience in accounting and bookkeeping. I've worked in Singapore for 5 years. I have successfully handled 60+ clients with a demonstrated history of working in different industries like accounting firms, e-commerce, law firm, software, saasant, outsourcing company, real estate, energy, insurance, construction, digital marketing, manufacturing, and consulting companies. Skilled in Accounting & Bookkeeping, Financial Statement Reporting, QUICKBOOKS ONLINE and DESKTOP, XERO, SAP, WAVEAPP, MYOB, ZOHO BOOKS, Oracle, Odoo, JD Edwards, Bill.com, Buildium, Trello, Honeybooks, Sasaant, Expensify, Shopify, Square, Hudlr, Gusto, Clio, Wise, Paypal, Stripe, Taxdome, ClickUp, Basecamp, Asana, and Google Suites. As a Certified Quickbooks ProAdvisor, Xero Certified Adviser, and Bookkeeper, I empower businesses to keep the company’s growth and finances healthy by providing SERVICES that include but are not limited to: • QuickBooks Setup and Support • Book Cleanup/TuneUp • Cash Flow Analysis • Accounts Payable Processing • Accounts Receivable Management • Bank and Credit Card Reconciliations • Data entry • Invoicing • Software Troubleshooting • Unlimited Consultations • Data Migration
    Featured Skill Intuit Quicken
    Tax Preparation
    US Taxation
    GAAP
    Xero
    Invoicing
    Financial Report
    Bookkeeping
    Intuit QuickBooks
    Tax Return
    Customer Service
    Balance Sheet
    Bank Reconciliation
    Data Entry
  • $65 hourly
    • 4.8/5
    • (57 jobs)
    💥 Are your books or is your business a HOT mess!?! 💥 Are you behind with your bookkeeping? 💥 Or confused about your business finances and where all of the money goes before the end of the month? 🫣 🤯 🙏 I can help with that! 🙏 🇺🇸 I am a US based, certified Quickbooks Proadvisor, MBA and CPA candidate with 15+ years of accounting and financial management experience. I specialize in helping small to medium sized businesses get organized, reduce unnecessary expenses, improve their bottom line, and make tax season a breeze! I promise to take the stress out of Bookkeeping and Accounting so that you can focus on building your business! ➡️ 𝗔𝗠 𝗜 𝗔 𝗚𝗢𝗢𝗗 𝗙𝗜𝗧 𝗙𝗢𝗥 𝗬𝗢𝗨? ⇢ Do you have errors or inaccuracies in your books? ⇢ Are you burnt out from running your business? ⇢ Are your books behind and need a catchup or a cleanup? ⇢ Do you need help keeping QuickBooks up-to-date and ready for tax time? ⇢ Do you have complex processes like payroll, sales tax, inventory management, job costing, etc? ⇢ Have you had a part time bookkeeper quit for a full time position and leave you in the lurch? ⇢ Do you need a Quickbooks expert who can teach you what you need to know, in plain English? ⇢ Are you unsure if you're in the right financial position to grow your business? ⇢ Are you looking for help with one of these industries: 💼 Professional Services, 🏠 Real Estate, 🏗️ Construction, or 🛒 E-Commerce? 🛠️ 𝐒𝐄𝐑𝐕𝐈𝐂𝐄𝐒 𝐈 𝐎𝐅𝐅𝐄𝐑 🛠️ If you answered yes to the any of the above questions, here’s how I can help you with your business' bookkeeping and accounting needs: 🔵 Setup Quickbooks Online and an industry specific Chart of Accounts 🔵 Advise on and Integrate the RIGHT Apps with your QBO System 🔵 Clean up, Catch Up, and Keep Up your Quickbooks Online Bookkeeping 🔵 Provide 1-on-1 Quickbooks Training to Teach you what you Need to Know and Nothing you Don't 🔵 Manage Complex Accounting Processes like Customer Invoicing, Bill Pay, Payroll, Sales Tax, Inventory, etc 🔵 Setup a budget and monitor company performance against the budget 🔵 Forecast your cashflow and prepare for upcoming cash needs 🔵 Streamline your processes and create a solid foundation for growing your business 🔵 Ensure Compliance with GAAP Best Practices and Safeguard Assets with Fraud Prevention Measures ➡️ 𝐌𝐘 𝐏𝐑𝐎𝐂𝐄𝐒𝐒 𝐈𝐟 𝐲𝐨𝐮'𝐫𝐞 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭𝐞𝐝 𝐢𝐧 𝐦𝐨𝐯𝐢𝐧𝐠 𝐟𝐨𝐫𝐰𝐚𝐫𝐝.... 🎯 𝐁𝐨𝐨𝐤 𝐚 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 𝐂𝐚𝐥𝐥: Book a 20 min, no obligation Zoom call to discuss your specific project requirements by replying to my proposal or sending a direct message. 🎯 𝐑𝐞𝐯𝐢𝐞𝐰 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬: During this call let’s review your Quickbooks or financials together via screen share. 🎯 𝐃𝐢𝐚𝐠𝐧𝐨𝐬𝐭𝐢𝐜 𝐑𝐞𝐯𝐢𝐞𝐰: After the call, I’ll dive deeper into your accounts and business processes. Then I'll provide specific recommendations and an Action Plan on how to proceed. 🎯 𝐀𝐜𝐭𝐢𝐨𝐧 𝐏𝐥𝐚𝐧 𝐌𝐞𝐞𝐭𝐢𝐧𝐠: We meet to review the Action Plan specifically tailored to your business needs. We'll review any errors found in your books, the scope of work and pricing, if you decide to move forward, as well as my process improvement suggestions or software upgrade suggestons, if necessary. ✨ 𝐆𝐄𝐓𝐓𝐈𝐍𝐆 𝐒𝐓𝐀𝐑𝐓𝐄𝐃✨ 𝗜𝗳 𝘆𝗼𝘂 𝗵𝗶𝗿𝗲 𝗺𝗲 𝘆𝗼𝘂'𝗹𝗹 𝗻𝗲𝗲𝗱 𝘁𝗼... 1️⃣ Grant QuickBooks Accountant access (only Accountant users can undo account reconciliations and batch recategorize transactions). 2️⃣ Signup for my secure client portal for exchanging sensitive financial documents (I’ll send you an invite). 3️⃣ Fill out our client intake form to document all of your accounting processes. 4️⃣ Upload bank and credit statements for all unreconciled months through the client portal for added security. 👣 𝐍𝐄𝐗𝐓 𝐒𝐓𝐄𝐏𝐒 👣 𝗛𝗲𝗿𝗲'𝘀 𝘄𝗵𝗮𝘁 𝗜 𝘄𝗮𝗻𝘁 𝘆𝗼𝘂 𝘁𝗼 𝗱𝗼 𝗻𝗲𝘅𝘁: 📩 Send me a message so we can start a conversation about your specific situation. 🙅🏻‍♀️ Don't worry - ❌ This is a judgement free zone ❌ - No set of books is too messy!! And everything is usually fixable. Worst case scenario, you'll get my input on your business and some suggestions on how to fix it. 💕 𝗖𝗟𝗜𝗘𝗡𝗧 𝐋𝐎𝐕𝐄 💕 ⭐⭐⭐⭐⭐ "Extremely great to work with. Very knowledgeable, professional, and communicates well. Dannielle also gave me great advice for my business, she’s awesome! I will definitely hire her for future jobs!" ⭐⭐⭐⭐⭐ "Dannielle, is very personable. She completed the work very efficiently! She kept me abreast of all matters within the project and her work, which I greatly appreciated. I look forward to working with her again." ⭐⭐⭐⭐⭐ "Dannielle has been a pleasure to work with. She has been responsive, on schedule, and communicative. She helped us with a little clean-up from prior bookkeepers and was helpful when finding times to review our books."
    Featured Skill Intuit Quicken
    Buildium
    Xero
    Sales Tax
    AppFolio
    Bookkeeping
    Payroll Accounting
    Accounts Receivable
    Accounts Payable
    Intuit QuickBooks
  • $25 hourly
    • 4.9/5
    • (27 jobs)
    I do bookkeeping in Netsuite, Xero, Quickbooks Online, . 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 preparation *projected financial statements *intercompany journal entries Let me clean and maintain your books. Freelancer since 2016.
    Featured Skill Intuit Quicken
    Google Docs
    Xero
    Intuit QuickBooks
    Bookkeeping
    Data Entry
  • $20 hourly
    • 4.9/5
    • (217 jobs)
    Mirza is a highly skilled and Top-Rated Plus bookkeeper with expertise in cleaning up messy books of accounts. In 2011, I completed my Masters in Business Finance and have been serving in the field of bookkeeping and accounting since then. Throughout my career, I have worked with small and medium-sized businesses as well as non-profit organizations based in the US, UK, Canada, and Australia. I have gained extensive experience working with a variety of industries including construction, law firms, property management companies, digital marketing firms, e-commerce companies such as Amazon, Etsy, and Shopify), the service industry, manufacturing units (both small and medium-sized), medical sectors, and insurance claims. My proficiency extends to various bookkeeping software including QuickBooks PRO/ENTERPRISE QuickBooks POS QuickBooks Online Wave Xero Zoho Books Sage NetSuite ERP. This allows me to adapt to different systems based on the specific needs of each client. In addition to my wide-ranging experience across industries and software platforms, I also possess specialized knowledge in specific financial tasks. For example: - I am well-versed in UK VAT submission processes as well as preparing annual accounts for Companies House. Moreover, I have experience managing Corporation Tax (CT600) submissions to HMRC. - In Australia, AS preparation is an area where I excel. - When it comes to US tax obligations, I am proficient in submitting weekly and quarterly state-level EDD returns as well as Federal/IRS returns. - Furthermore, I can handle Form 940 & 941 preparation along with W2 processing. Overall, this comprehensive skill set enables me to tackle complex financial challenges efficiently while delivering accurate results. I prioritize attention to detail, customer satisfaction, and timely completion of tasks. In collaborating with me, your business will benefit from my extensive knowledge, and you can be assured that your books will be organized meticulously while remaining compliant with relevant tax regulations
    Featured Skill Intuit Quicken
    Payroll Accounting
    Microsoft Excel
    Balance Sheet
    Accounts Receivable
    Accounts Payable
    Bill.com
    Shopify
    Stripe
    Sage 300
    Wave Accounting
    Corporate Tax
    QuickBooks Online
    Xero
    Zoho Books
  • $15 hourly
    • 4.9/5
    • (42 jobs)
    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
    Featured Skill Intuit Quicken
    Zoho Books
    Data Entry
    Vendor Management
    Invoicing
    Intuit QuickBooks
    Chart of Accounts
    Accounts Payable
    Accounts Receivable
    Income Statement
    Financial Report
    Balance Sheet
    Bookkeeping
    Xero
    QuickBooks Online
    Bank Reconciliation
  • $60 hourly
    • 4.6/5
    • (70 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
    Featured Skill Intuit Quicken
    Accounts Receivable Management
    Bank Reconciliation
    Payroll Accounting
    Microsoft PowerPoint
    Bookkeeping
    Intuit QuickBooks
    Accounts Payable Management
    Income Statement
    Microsoft Excel
  • $50 hourly
    • 4.9/5
    • (242 jobs)
    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
    Featured Skill Intuit Quicken
    Bill.com
    Accounts Payable
    Accounts Receivable
    Invoicing
    Balance Sheet
    Microsoft Excel
    Payroll Accounting
    Account Reconciliation
    Accounting
    QuickBooks Online
    Bookkeeping
  • $25 hourly
    • 4.6/5
    • (101 jobs)
    Certified Public Accountant with 10 years of accounting experience ✅ Expert in : QuickBooks, Xero,MYOB, Zoho ✅ Advanced Excel User ✅ Short Term Rental Bookkeeping ✅ E-commerce Bookkeeping ✅ Real Estate and Construction Bookkeeping
    Featured Skill Intuit Quicken
    Accounting
    Buildium
    Buildertrend
    Bookkeeping
    Sage 50cloud
    Skype
    Xero
    Enterprise Resource Planning
    Financial Analysis
    Google Docs
    Financial Accounting
    GAAP
    SAP
    Microsoft Excel
    Intuit QuickBooks
  • $10 hourly
    • 4.9/5
    • (188 jobs)
    Hi, I’m Yitesh, an ACCA (CPA Equivalent) from the UK with extensive experience in providing accounting, bookkeeping, and tax filing services. I am a freelancer associated with maspartner agency. Industries Served With my aim focused on delivering tailored financial solutions, I have successfully partnered with clients across continents from countries including the UK, US, and Canada across industries such as: - Real Estate and Construction - Accounting, Tax, and CPA Firms - Ecommerce and Retail - Law firms and Attorneys - 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 wide range of services to simplify your financial management: - Accounting Software Setup - Bank and Credit Card Reconciliation - AP/AR Management - HUD Statement Recording - Profit and Capital Gains Calculations - Owner and Tenant Ledger Management - Utility and Bill Payments - Sub-agent Fund Distribution - Data Migration and System Transitions - Payroll Setup and Management - Airbnb and Third-Party Reconciliation With my expertise, I ensure timely financial reports and customized insights to help you make informed decisions. Check out my dedicated profile for a detailed look at my tax preparation services. Did you find something that you were looking for? If yes, then let’s connect!
    Featured Skill 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
  • $15 hourly
    • 4.6/5
    • (106 jobs)
    AI Fashion Photography Expert | MidJourney & Flux Artist | Product & Editorial Design Experienced and Ready for the Roles of AI expert of AI Photography Specialist helping fashion brands, eCommerce stores, and digital creators generate realistic apparel photography (showing in portfolio), AI product visuals, and custom digital art perfect for Shopify, Amazon, Etsy, and publishing platforms. I use advanced tools like MidJourney, Flux AI, ComfyUI, and Stable Diffusion to create high-converting product images, AI models, and fashion mockups. My apparent help brands stand out and boost sales with premium, scroll-stopping content What I do Best: ◼ AI-Generated Fashion Photos for social media, eCommerce, and websites ◼ Product Photography for Shopify, Amazon & Etsy ◼ AI Model Creation (Consistent, Realistic, Custom-trained) ◼ Lookbooks & Editorial Designs for fashion brands and product launches ◼ Custom AI Art & Designs for apparel, accessories, and more ◼ 3D Clothing Mockups & Digital Fashion Creations ◼ AI Prompt Engineering (MidJourney, ChatGPT, etc.) ◼ Etsy AI mockups Why Work With Me? Quick and cost-effective solutions Fast Turnaround Get high-quality visuals quickly without sacrificing detail or creativity Proven Results: I’ve helped fashion brands, eCommerce stores, and designers create captivating digital content that drives sales and engagement AI Tools & Platforms: ◼ MidJourney ◼ Flux AI + ControlsNet ◼ Stable Diffusion (with ComfyUI & Automatic1111) ◼ Flair AI
    Featured Skill Intuit Quicken
    AI Text-to-Image
    Fashion Photography
    Product Photography
    Prompt Engineering
    AI Video Generation
    ChatGPT Prompt
    ChatGPT
    Midjourney Prompt
    Midjourney AI
    AI Image Generator
    AI Image Editing
    AI Image Generation
    Fashion & Apparel
    AI Consulting
  • $30 hourly
    • 3.8/5
    • (98 jobs)
    I am a dedicated CPA who has helped clients ranging from SMEs to those earning more than $1M in a year. I’m here to help you and offer you the quality service you need. SERVICES OFFERED: * Federal & State Taxes: Sales Tax Certificate, Employer Withholding Tax Certificates, 941, 940, W2, 1099s, 1040, 1120S, T2, GST/HST, Assessment * Accounting and finance: Bookkeeping, Account Reconciliation, Accounts Payable and Receivable, Creation of Financial Statements (Balance Sheet, PnL, Cash Flow, etc.), Financial Analysis, Budgeting, Clean-ups, Account Migration and importation, Costing, SMSF Accounting and audit, Real estate flips, income and expense tracking, and mortgage reconciliation and accounting.  * Account Set-up: Account creation & Tutorial  * Admin Task: Application for PPP Loan Program and PPP Loan Forgiveness, Online Research & Data Entry Lead, HR admin * Others: Feasibility Study and Assignments BUSINESSES HANDLED * E-commerce, Constructions, Healthcare, Consulting, SAAS, Trucking, Accounting Firm, Law Firm, Real Estate HANDLED SOFTWARES:  Xero, Quickbooks Online and Desktop, Bill.com, Zoho and Wave, Patriot, ADP, Sprout, Quickbooks Payroll, Gusto, Xero OTHER SOFTWARE/SITES: Shopify, Amazon, eBay, Square, Buildium CERTIFICATIONS ✅CERTIFIED PUBLIC ACCOUNTANT ✅CERTIFIED XERO ADVISOR ✅CERTIFIED QUICKBOOKS ONLINE PRO ADVISOR ✅BILL.COM CERTIFIED ✅TSHEETS PRO CERTIFIED  ✅CERTIFIED MANAGEMENT ACCOUNTANT (U.S.) TESTIMONIES:  "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
    Featured Skill Intuit Quicken
    Invoicing
    Financial Analysis
    Income Statement
    Chart of Accounts
    Xero
    Balance Sheet
    Bookkeeping
    Tax Return
    Accounting Basics
    Payroll Accounting
    Bank Reconciliation
    Intuit QuickBooks
  • $23 hourly
    • 4.9/5
    • (15 jobs)
    I have an outgoing personality with strong interpersonal and communication skills. I am an independent thinker and require minimal supervision to perform job duties. I possess strong organizational skills with an eye for detail. I always strive to achieve quality and accuracy in my work. My experience includes the proficient use of MS Word, Excel and Access. I have also used various industry-specific software systems and am quite adept at learning new systems. I have used Quicken to enter and code expenses for a small company, and understand basic bookkeeping processes. I’ve also had to both create and manage spreadsheets for presentations and other purposes. Within the life insurance industry, I have had the responsibility of managing confidential files and recognize the importance of confidentiality.
    Featured Skill Intuit Quicken
    Management Skills
    Bank Reconciliation
    Bookkeeping
    Inventory Management
    Microsoft Excel
    Microsoft Word
    Intuit QuickBooks
    Adobe Dreamweaver
    Microsoft Publisher
    Adobe Illustrator
    Adobe Photoshop
    Microsoft PowerPoint
  • $20 hourly
    • 5.0/5
    • (16 jobs)
    As a seasoned professional specializing in customer experience and virtual assistance, I excel in crafting seamless interactions between businesses and clients. With a proven track record of leveraging advanced technologies, I enhance customer engagement and streamline operations. My unique blend of strategic thinking and a customer-centric approach positions me as a valuable asset for optimizing the digital customer journey.
    Featured Skill Intuit Quicken
    Customer Support
    Technical Support
    Administrative Support
    Shopify
    Financial Management
    Email Communication
    Data Entry
  • Want to browse more freelancers?
    Sign up

How it works

1. Post a job

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

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
Top cities for Intuit Quicken specialists in United States
Show more
A talent edge for your entire organization
Enterprise Suite has you covered for hiring, managing, and scaling talent more strategically.
Schedule a call

Looking to hire for long-term or full-time assignments? See how Full-time hiring on Upwork simplifies the process.