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  • $40 hourly
    I have over 20 years experience in bookkeeping. I am a certified QuickBooks ProAdvisor that is proficient with Microsoft Word & Excel. I specialize in self employed and small business bookkeeping, but have worked with companies billing out up to $900,000 a month. Every client is unique, so I will take the time to learn about your business and your goals. We will work together to move toward your goals in a professional and timely manner. I'm also able to work with your accountant to help with tax preparation. Services Available but not limited to: - A/P - A/R - Bank Account & Credit Card Reconciliation - Catch-up or Clean-up of QuickBooks - Creating 1099’s - Creating Customized Invoices & Estimates - Monthly Ongoing Bookkeeping (Hourly or Flat Fee Available) - Paying Sales Tax (Ohio) - Payroll - Preparing Financial Statements - Preparing Budgets - Setting up New Companies and Chart of Account in QuickBooks
    Featured Skill Invoice Processing
    Account Reconciliation
    Invoicing
    Accounting
    Microsoft Word
    QuickBooks Online
    Financial Statement
    Bank Reconciliation
    Budget Management
    Accounts Receivable
    Data Entry
    Accounts Payable
    Bookkeeping
    Microsoft Excel
    Payroll Accounting
    Intuit QuickBooks
  • $35 hourly
    Bookkeeping and Accounting Services: As a bookkeeper I offer monthly bookkeeping and accounting services for a flat rate. I also provide services for large clean-ups and work with small businesses in a variety of industries. I work with QuickBooks Online and have developed an efficient and effective system to provide my clients with timely and accurate financial statements. Below are some of the bookkeeping and accounting services I offer: -Recording transactions, -Bank Reconciliation -Financial Statements -Custom Management Reports -Accounts Receivable and Accounts Payable -Lare and small clean-ups -QuickBooks Online Setup -Payroll -Job Cost Accounting I have been working as remote bookkeeper for 8 years and have worked with companies in industries such as eCommerce, Professional Services, Manufacturing, Restaurants, Contractor Services, Real Estate, and others. Managing a small business takes a lot of time and emotional energy. I aim to provide bookkeeping and accounting services that lessen the emotional energy spent on your books. Through QuickBooks Online, I can tailor the software to provide custom management reports that are specific to your business, providing insight into your business's financials and operations. If you're interested further, please message me and we can schedule a meeting to discuss your job or project in more detail. I will be able to provide a flat rate quote as well. Thank you for viewing my profile, I hope to hear from you. Joe Bever
    Featured Skill Invoice Processing
    Bill.com
    Accounts Payable
    Accounts Receivable
    Invoicing
    Balance Sheet
    Microsoft Excel
    Payroll Accounting
    Account Reconciliation
    Accounting
    QuickBooks Online
    Bookkeeping
  • $30 hourly
    I have 14 years of experience in Accounts Receivable with 8 years experience in remote work. I have been an Upwork Freelancer for 6 years which includes 5 years of hands-on QuickBooks Online experience. I have successfully reduced outstanding AR with my previous employer by over $200,000 in the first year I held the position. This was accomplished by identifying short pays, customer debits, and collections on old aging. I have 7 years experience with journal entries and account reconciliation. I have recently implemented a cash forecasting system. I have 14 years experience with invoicing or billing. I am a very hard worker and fast learner. I look forward to providing you with my remote accounting services as you need them, and I look forward to hearing from you.
    Featured Skill Invoice Processing
    Customer Service
    Email Communication
    Microsoft Word
    Accounts Receivable Management
    Accounting Basics
    Account Reconciliation
    Invoicing
    Microsoft Excel
    Accounts Receivable
    Intuit QuickBooks
  • $45 hourly
    Are you looking for an experienced full-charge bookkeeper to help change your business for the better? I provide quality services and would like to help by taking some of the load off you. I am a bookkeeper with over 30 years of business experience with a BS in Business Administration. I have certifications in QuickBooks Online ProAdvisor and XERO Bookkeeping. I’m the owner of Balanced Books Bookkeeping Services, LLC, which I started to help small business owners like yourself. I take pride in my work and strive for long lasting relationships with my customers. Please continue reading to see if we would be a good fit. Have you ever felt that you have been wasting precious time trying to be the bookkeeper when you could be performing other tasks to grow your business? Do you worry about the books being accurate? Have you missed essential deadlines or wished you had more time to focus on growing your business? If so, here is how I can help you: ➽ I work with QuickBooks Online and Xero, plus other add-on applications like Gusto and Hubdoc. We can get on a call and discuss the services you need, whether it is for set-up, catch-up, or keep-up of your books. ➽ I can review previous transactions, to make sure they are correct. ➽ I can work with you and establish clear expectations for your bookkeeping needs so that you are less stressed so you can focus on the other tasks to grow your business. In my 30 years of business, I have managed Accounts Payable, Accounts Receivable, Payroll for over 300 employees, and Cost Accounting. I have worked for several large commercial general contractors and commercial subcontracting firms. I understand the challenges involved with running a business. I pride myself on being accurate in the work I do and taking care of my clients' needs. If I don’t know an answer to a situation, I know how to find the answer. I like to build long-lasting relationships with my clients. Software Certifications: ➽ QuickBooks Online ➽ Xero ➽ Gusto ➽ Hubdoc Services I can provide: ➽ Accurately record and categorize daily transactions ➽ Manage your bills and accounts receivable ➽ Process your payroll ➽ Catch-up or clean-up of previous months transactions ➽ Customized reporting to meet your needs Are you ready to take the next step? Please click the green Invite button above to start a conversation about your project needs and expectations. Jan E. Balanced Books Bookkeeping Services, LLC
    Featured Skill Invoice Processing
    Accounts Receivable Management
    Gusto
    Financial Reporting
    Accounts Payable Management
    Bank Reconciliation
    Spreadsheet Software
    Intuit QuickBooks
    Cost Accounting
    Bookkeeping
    Invoicing
  • $40 hourly
    Thank you for considering me for you next role or project! I have been a Bookkeeper on UpWork for over 6 years and have connected with many individuals and businesses on their Quickbook needs. I am a fellow small business owner and value clear financials to make big decisions for my business, this fuels me to provide next level support to other business owners who find themselves in similar situations daily! I am a Certified Quickbooks ProAdvisor with over 10 years of bookkeeping experience, I graduate from Elon University with an Accounting Degree. Over the last 20 years I have spent 18 of as a Senior Manager with a Fortune 500 company. My true bookkeeping journey started when my wife and I opened our first business and I handle all operations and accounting for the business. It was a renewed love for bookkeeping and a growing desire to become an entrepreneur! 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 provide weekly/monthly support to all my clients, and I love the challenge of a cleanup project! 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!
    Featured Skill Invoice Processing
    Invoicing
    QuickBooks Online
    Payroll Reconciliation
    Account Reconciliation
    Project Delivery
    Project Timelines
    Bookkeeping
    Payroll Accounting
    Bank Reconciliation
    Accounts Payable
    Intuit QuickBooks
    Accounts Receivable
  • $40 hourly
    Overwhelmed? Let me handle the chaos. From managing schedules to keeping projects on track, I’ll keep you organized, efficient, and stress-free—so you can focus on what matters most! General Services: *Administrative Support Calendar and schedule management Email organization and correspondence Travel planning and itinerary coordination Expense tracking and reporting *Project Coordination Task prioritization and delegation Timeline tracking and milestone updates Document preparation and data management Team communication and follow-ups *Operations Assistance Process improvement recommendations Vendor and contractor coordination Meeting planning and facilitation Research and data analysis *Personal Assistance Appointment setting and reminders Event planning and coordination Errand management I am also available to connect on LinkedIn : @ alexisjmaughan
    Featured Skill Invoice Processing
    Administrative Support
    Calendar Management
    Virtual Assistance
    Microsoft Outlook Development
    Microsoft Outlook
    Microsoft Word
    Electronic Medical Record
    Medical Records Software
    Accounts Receivable
    Accounting
    Accounting Basics
    Data Entry
    Financial Report
    Invoicing
  • $18 hourly
    Results-orientated accounting professional with almost 15 years of experience in a deadline-driven environment. Proven track record with consistently and effectively delivers accounting services that enhance clients' company purpose and profitability. I use below accounting platforms: Xero Quickbooks, both Desktop and Online versions MYOB Live Zoho Wave Accounting Less Accounting Zoho Freshbooks Peachtree I also utilize the following for Data and Record sharing, distribution and storage: Receiptbank Shoeboxed Mint.com Bill.com Hubdoc Harvest Dropbox GoogleDrive Box.com Also use the following project management tools: Asana Basecamp Slack Trello Podio ActiveCollab Teamwork Projects An experienced team player committed to improving overall business processes and building a cohesive business environment.
    Featured Skill Invoice Processing
    Accounts Payable Management
    MYOB AccountRight
    Bookkeeping
    Xero
    Sassu
    Wave Accounting
    Stripe
    Data Entry
    Intuit Quicken
    Microsoft Excel
    Invoicing
    Financial Accounting
    Zoho Books
    Bank Reconciliation
    Intuit QuickBooks
  • $20 hourly
    Leave the tedious burden of bookkeeping to me.I will crunch the numbers while you focus on your business growth. Also, forget scratching your head over Excel/Google sheet formulas and let me do the excel magic for you! I am a Chartered Accountant(equivalent to US CPA)with over 4 years of experience in BOOKKEEPING + MS EXCEL. BOOKKEEPING services : ✅Intuit Quickbooks Bookkeeping ✅Xero Bookkeeping ✅Wave Bookkeeping ✅Zoho Bookkeeping ✅Cleaning up, and getting a company’s books in order. ✅Accounts Payable and Receivables Management. ✅Inventory Management, ✅Cash Flow Management. ✅Preparing Financial Statements and Management reports (including tracking KPIs, Trend analysis). ✅Preparing Projections and Budgets, variance analysis. ✅Cash flow management. ✅Data entry Softwares used : ✅Hubdoc ✅A2X ✅Webgility ✅Shopify ✅Bigcommerce ✅Amazon Seller Central ✅PayPal EXCEL Expertise: ✅VLOOKUP/HLOOKUP + Advanced Excel Formulas ✅PIVOT TABLES ✅Graphs and Data Visualization ✅Data Dashboards ✅Data Analytics/Big Data E-COMMERCE EXPERTISE: ✅Ecommerce and Dropshipping Accounting . ✅Accounting with SHOPIFY,Amazon Seller Central,EBAY ✅Experience with Payment Gateways like Square,Amazon Pay,Paypal etc. ✅Integrating Quickbooks/Xero with Banks/Stripe ✅Knowledge of Amazon Seller Central Reports along with Settlement Reports along with it's integration with Webgility,A2X etc. ✅Clearing Accounts Reconciliation related to Payment Gateways. ✅Analyse-Redesign-streamline all accounts & finance existing workflows ✅Bank reconciliations, Creating invoices and bills. ✅Clearing accounts, Preparing various reports (Balance sheet, Income statement, Cash flow statement, Budgeting, Etc.) ✅Bulk reconciliation, stripe/PayPal/ and other payment clearing reconciliation to reflect correct balances. ✅Linking of estimates(sales order) to invoice. ✅Management reporting (MIS reports) ✅System Development and implementation ✅ Data Visualisation ✅ Financial Dashboards "Geetika has always done a fabulous job and made the work delivery in time" - David (past client) I am also inclined towards : ✅Big Data Analytics -Python ✅Blockchain technology & Audit ✅Power BI ✅R-Hadoop ✅Google Data Studio #Not just a bookkeeper! Get real value added to your business by focusing on Dashboards on Google Data Studio/Excel Cash Flow Expense comparison Process Improvement ⭐⭐ Here's next ⭐⭐ # READILY AVAILABLE on message, call, email, and screen sharing apps. Let me know when we can connect over a call to discuss this further.
    Featured Skill Invoice Processing
    Google Docs
    Invoicing
    Light Bookkeeping
    Month-End Close Assistance
    Xero
    Accounts Receivable Management
    Data Entry
    Microsoft Excel
    Data Visualization
    Zoho Books
    Bookkeeping
    Bank Reconciliation
    Intuit QuickBooks
  • $15 hourly
    I'm a Payroll who managed to handle thousands of employees' payroll in a month. I'm also an experienced Audit Analyst who assisted various auditors from different territories (Australia, New Zealand, Hong Kong, Singapore, and Papua ew Guinea). I was able to manage 50 large engagement teams a month, especially during the interim and year-end. I was also a Bookkeeper who always verifies the correctness of all reports. Deliverables with high quality and accuracy are my top priority without compromising efficiency and integrity.
    Featured Skill Invoice Processing
    TSheets
    Xero
    Management Accounting
    Marketing Audit
    Microsoft Office
    QuickBooks Online
    Bookkeeping
    Invoicing
    Bank Reconciliation
    Intuit QuickBooks
  • $15 hourly
    "Be stubborn about your goals. Be flexible in your methods." If you're looking for a team-player, adaptive and flexible, can work with a minimal supervision, takes deadline as a challenge, perfectionist, detail-oriented, and committed to excellence, intelligence, and focused effort, that's where I come in. Having work experiences in different fields such as Training and Development, Proofreading, Data Entry, Customer Service, Billing, and Accounts Receivable, I've had the pleasure of working with different projects and clients - office-based and virtually. My key to success is commitment, adaptation, a positive attitude, and loving the work I do. I strive in different methods with a focus to make sure that I deliver high-performance work and results. As Aristotle said, pleasure in the job puts perfection in the work. I am consistent in finding ways to improve, develop and hone my skills. I may be a jack of all trades, but I make sure to provide quality in all those trades!
    Featured Skill Invoice Processing
    Stripe
    Account Reconciliation
    Chat & Messaging Software
    Zoho CRM
    Accounts Receivable
    Customer Service
    Training & Development
    Customer Satisfaction
    Salesforce
    Invoicing
    Customer Retention
    Help Scout
    Customer Service Training
  • $20 hourly
    What if you can focus on selling and selling, without having to worry about your books, your inventory, or your cash flow? I can help you achieve that using accrual-based ecommerce accounting. INTRODUCTION: Hey, Jay here. A little about me, I’m an Ecommerce Bookkeeper and an aspiring Dad of 3 little kids! WHAT I DO: I help Amazon sellers, Shopify store owners, Walmart sellers, and ecommerce businesses focus on selling and increasing their bottom-line by solving bookkeeping and accounting issues, managing inventory accounting, and integrating QuickBooks Online with ecommerce apps for a seamless experience. WHO I WORKED WITH: For the past five years, I’ve worked with Amazon Sellers and ecommerce store owners on setting up, updating, and maintaining their books...I’ve seen that there is no one size fits all accounting system. We need to use multiple apps to build a system that works for your business. One that keeps your books updated and clean, and helps solve the following top issues ecommerce sellers often have: • Cash Flow problems • Inventory & Cost of Goods Sold accounting • Platform Sales, Fees, and payment gateways accounting • Customer Returns and Reimbursements • Transaction volume, and • Sales tax accounting WHY IT WORKS: Being a Certified Public Accountant for over a decade, a QuickBooks Online Bookkeeper, and a person who loves technology and ecommerce, I have a lot of experience and skills that can help every business I work with. Having studied Amazon and Ecommerce best bookkeeping practices, I can help you focus on selling, and need not worry about your books, inventory, cost of goods sold, and cash flow. WHAT MY HAPPY CLIENTS SAY: “Jay is an exceptional e-commerce accountant. He expertly managed my bookkeeping for multiple entities in the US and Canada, offering valuable insights and strategic support. His dedication, English proficiency, and industry knowledge make him a standout choice. Highly recommended!” ~ Carmen Sook, Amazon/Walmart Seller “Jay has helped me extensively with my Amazon bookkeeping. I was a mess before I met Jay and he was able to turn a bad situation into something manageable and organized. He set up QuickBooks with A2X integration.” ~ Liam Branigan, Amazon Seller “It has taken me a long time to find an e-commerce specific accountant who could help me manage my finances. I didn't know about running a business when I first got into e-commerce and so my first 2 years of statements were a mess. Jay at Green Target not only patiently worked through these statements but gave me valuable insight and guidance as to the health of the company. He really understands e-commerce specific business and I am so glad to be working with him.” ~Stephanie Bouic, Amazon/Shopify Seller HOW TO START: So how do we start? First, you can send me a message to discuss your concerns or invite me to your job. We can then hop on a Zoom call where we will discuss about your needs, questions, goals, and issues that you need help with. After that, I will send you a proposal detailing the scope of our project, the pricing, and how we will work. Once we agree, we can then start updating and fixing your books! 💌Drop a message to start! NOTE: Be sure to check out my profile video where I discuss Five Top Mistakes Ecommerce sellers make in their accounting and the recommended Solutions I provided to help you solve these mistakes and avoid them for good!
    Featured Skill Invoice Processing
    Accounting
    Accounting Basics
    Accounting Software
    Ecommerce
    Income Statement
    QuickBooks Online
    CPA
    Amazon Seller Central
    Inventory Report
    Inventory Management
    Financial Reporting
    Balance Sheet
    Bank Reconciliation
    Bookkeeping
    Intuit QuickBooks
  • $20 hourly
    Expert in Accounting/Bookkeeping/Business Process Improvement in various tools: -Excel -Google Sheets -QuickBooks Online/Desktop -Wave Accounting -Microsoft Dynamics 365 Business Central -Xero -Zoho Apps (Books,Invoice, Billing, Expense, Inventory) SERVICES: • Full charge of Bookkeeping and cleaning up accounting records. • Financial Reporting (Profit and Loss Report, Balance Sheet, and Cash Flow Statement). • Financial Analysis (Costing/Budgeting/Forecasting) • Bank Reconciliation • Order Management • Payroll Computation, Timekeeping and Withholding taxes • General Accounting Services (Invoicing/Purchase Order/AR and AP Monitoring) • Business Process Audit/Improvement/Internal Audit • Lead Generation • Data entry, presentation, validation, and analysis with Microsoft Office/GoogleSheets (excel, word, and PowerPoint). Exposure with below work-related applications/software: -Slack -Asana -Clickup -Stampli -Supportbee -Wrike -Egnyte -Missive -Time Doctor -MS Teams -MS Onedrive -Katana -Karbon -Hubspot
    Featured Skill Invoice Processing
    Cost Accounting
    Financial Analysis
    Wave Accounting
    QuickBooks Online
    Accounting
    Bookkeeping
    Data Entry
    Accounts Receivable
    Balance Sheet
    Invoicing
    Microsoft Excel
    Financial Report
    Order Management
  • $10 hourly
    I can offer assistance and advice with services such as tax preparation, bookkeeping, financial planning and report, and help with QuickBooks online software. Whether you're just starting out as a one business or have been running large company for years, I have the extensive knowledge your business needs to keep your books in order and help you grow to the next level. I have 17 years experience and have worked with various industries, including manufacturing, retail and construction companies. I take time to sit down with you to explain what you need to know to keep your business running smoothly.
    Featured Skill Invoice Processing
    Administrative Support
    QuickBooks Online
    Financial Statement
    Financial Analysis
    Financial Accounting
    Bookkeeping
    Invoicing
    Intuit QuickBooks
    Balance Sheet
    Account Reconciliation
    Bank Reconciliation
    Accounts Receivable
  • $15 hourly
    INDIAN CPA I am a Chartered Accountant(CA) and Quickbook Advanced Certified ProAdvisor. I specialize in helping small business owners free up their time to focus on growing their businesses. Below are the areas of my expertise in QuickBooks. ✔️ Setting up, Cleaning, merging the Chart of Accounts in QuickBooks Online. ✔️ Invoicing the customer based on estimate or agreement, Invoicing for billable expenses, Invoicing for delayed credit, and progress invoicing. ✔️ Setting up the advance price rules for any discount offered by the client. ✔️ Processing the sales receipts from customers through an undeposited fund. ✔️ Processing the expense/Check/bills for recording the expenses. ✔️ Categorization of expenses and revenue based on class/location/Sub customer/Projects. ✔️ Writing off the Invoices or closing accounts receivable balance. ✔️ Management of customer advance receipt and Vendor’s prepayments. ✔️ Setting up the inventory management in QBO. ✔️ Compliance with standard QBO workflow for purchase and sales entries with inventory items. ✔️ Adjustment of Inventories both quantity as well as value. ✔️ Use of recurring transaction features in QBO. ✔️ Setting up the Multicurrency in QBO and revaluation of closing balances as per best practices suggested by QBO. ✔️ Bank reconciliation, uploading of bank feed directly from bank login or manually with the bank statement. ✔️ Matching of Bank feeds with book entries, passing of unmatched entries including bank charges or bank fees, and finalization of bank reconciliation. ✔️ Managing the suggested rules in QBO for Bank reconciliation. ✔️ Setting of auto rules for recurring transactions, review of auto-matched transactions. ✔️ Handling of payroll in QuickBooks payroll applications. ✔️ Review and process the sales tax payments based on the sales tax rules applicable to the state. ✔️ Filing of sales tax returns after verification of the relevant data. ✔️ Preparation of Taxes and 1099-MISC for USA clients. ✔️ Closing the accounting period with password and verification of any backdated entries passed. ✔️ Creation of monthly, quarterly, and annual budgets in QBO. ✔️ Analysis of Financial transactions and closing accounts balances. ✔️ Analysis of Actual results with budgets. ✔️ Reclassification of any uncategorized income, expenses, assets, liabilities, class, and Location. ✔️ Ensuring every account is neat and matching with supporting documents. ✔️ Preparation of Profit and loss account, balance sheet, and cash flow for client review. ✔️ Customization of inbuilt reports in QBO and monthly scheduling of the reports for client review. So what are the benefits a client will get by hiring me as a freelancer? 1) The client gets a qualified and certified QuickBooks accountant who can work as per the client's time zone and expedite a quick turnaround time for accounting tasks. 2) One-Stop-Shop where the client can able to fulfill all accounting, financial projection, and taxation-related tasks in one place. 3) Focus on automation of accounting tasks which increases data accuracy and efficiency and reduces time and cost of accounting. 4) The client can concentrate on business operation and increasing the profit leaving all the accounting responsibility on the qualified accountant. 5) Customized dashboard/KPI's indicating the key insight of business activities. 6) Monthly/Quarterly/Yearly value-added reports on Inventories movements, receivable aging, payable aging, and Cashflows reports for further expansion. If you need an accountant with all skills and benefits mentioned above, then you need me. Plus, I will establish an easy accounting system with easy access to your financial information for understanding your books, all without any problem. Schedule a call now or message me on Upwork messenger and make it happen. Money-Back Guarantee: 100% Money-Back Guarantee, if you are not satisfied with work performed. Thanks and Best Regards Namir Tatli
    Featured Skill Invoice Processing
    Data Analysis
    Forecasting
    QuickBooks Online
    Bookkeeping
    Financial Analysis
    Cost Analysis
    Cash Flow Analysis
    GAAP
    Month-End Close Assistance
    Invoicing
    Payroll Accounting
  • $10 hourly
    I am expert in Accounting ,Bookkeeping and Data Entry in accounting software like Quickbooks and Xero . I am expert in using all versions and editions of Quickbooks like Quickbooks Pro Quickbooks Premium Quickbooks Enterprise Solution Even Online Quickbooks Essential and Online Plus I am specialist in eCommerce accounting . I am expert in,Amazon,eBay,Etsy and all famous online market places accounting .I know how to record 14 days Amazon, sales ,refunds ,and selling expenses in Quickbooks and Xero .I know the eBay ,Etsy and Paypal accounting. I have a third party software that is helpful to importing all types of stuff like Amazon Sales, refunds ,checks ,expense into Quickbooks and Xero
    Featured Skill Invoice Processing
    Accounts Payable Management
    Accounts Receivable Management
    QuickBooks Online
    PayPal Plugin
    Shopify
    Inventory Management
    Bookkeeping
    Amazon
    eBay PPC
    Financial Accounting
    Intuit QuickBooks
    Account Reconciliation
    Microsoft Excel
    Bank Reconciliation
  • $30 hourly
    Experience in: • QuickBooks (QBO) / QB Desktop & Online / SAP / Xero / Netsuite & Major ERPs. • Procore & Buildertrend. • Bookkeeping & Accounting. • Accounts Receivables (AR) / Collections, Accounts Payables (AP), Treasury, Bank account reconciliation, Cashflow & Forecast. • Excel, Google Sheets, VBA/Macros and Power Bi. ***** • Fluent English • 300 Mbps Stable internet speed. / Windows 10 - i5 - 8GB RAM • Western hemisphere Time Zone (USA / Canada & Latam) - Pacific Time to Eastern Time availability ***** With 10 years of experience in finance positions, I bring a strong understanding of accounting, accounts payable and accounts receivable to the table. My background spans across the software/IT and consumer goods industries, honing my skills in problem resolution, creative thinking and effective communication. My experience in shared service centers has allowed me to effectively collaborate with team members, both on-site and remotely. Fluently bilingual in Spanish and English, I have a proven track record in utilizing technology to streamline processes and improve user experience. My expertise in Microsoft Office Suite and SAP, particularly in MS Excel, has resulted in successful automation of processes and reports. I am a results-driven individual who is constantly seeking opportunities to add value and streamline inefficiencies. My focus on standardization has enabled me to simplify time-consuming tasks, freeing up time for more meaningful contributions. I am a driven and detail-oriented professional with a passion for using my technical skills to solve complex financial problems. With my ability to think outside the box and my dedication to continuous learning, I am confident in my ability to provide valuable insights and deliver tangible results for my organization. Whether working independently or as part of a team, I am committed to delivering high-quality work and exceeding expectations. In addition to my finance background, I am a natural communicator who values open and transparent dialogue. I believe that effective communication is key to successful collaboration, and I strive to maintain open lines of communication with my colleagues and stakeholders. My linguistic skills and ability to adapt to different cultural backgrounds make me a valuable asset to any organization. Keywords: Finance, Accounting, Treasury, Banking, Excel, SAP, Procore, QBO, QuickBooks, AR, Collections, Receivables, Cash Flow, Accountant, Fieldglass, kyriba, Bank, A/R, Buildertrend, Builder trend, Construction, IFRS, US GAAP, bill, bill.com, cleanup, Bank reconciliation, CPA, billing, account management, bookkeeper, GL, Project Manager, estimator, estimation, spreadsheets,
    Featured Skill Invoice Processing
    Finance & Accounting
    Accounts Receivable Management
    Procore
    Administrative Support
    Treasury Management
    Bookkeeping
    Intuit QuickBooks
    Accounts Payable
    Microsoft Excel
    SAP
    Invoicing
    Cash Flow Analysis
    Accounts Receivable
  • $15 hourly
    With over 14 years of experience as a professional virtual assistant, I specialize in delivering precise and reliable solutions for data entry, tagging/labeling, product listing, coupon moderation, billing, quality assurance, and administrative support. My proven track record of meeting and exceeding client expectations and my ability to work independently or collaboratively ensure that I can adapt to your unique business needs. I thrive in performing repetitive tasks with accuracy and efficiency. My Expertise Includes: Data Processing - Transcribing invoices/bills (utilities, purchasing, waste management, etc.) - Managing patient information in online healthcare databases - Data extraction, processing, and keyword tagging - PDF conversion and web scraping Data Tagging & Labeling - Product tagging and categorization (e.g., item, furniture, road signage, room styles, photos, and vectors) - Garment/fashion type and color categorization - Text data labeling and invitation card tagging - Pathology test result tagging and uploading Billing & Invoicing - Creating, sending, and managing invoices via platforms like Stripe, Xero, Intuit QuickBooks, and Bill.com Content Moderation - Reviewing images, videos, and articles - Ensuring accuracy and compliance in data reviews E-commerce Support - Product listing/uploading for Shopify and other e-commerce stores - Cross-listing and dropshipping assistance Internet Research - Product, photo, and hotel/lodge research Coupon Moderation - Testing coupon conditions, limitations, and expirations - Adding and verifying new coupon codes Additional Services - Quality Assurance (QA) - WordPress management - Sending prewritten emails or texts - Customer support (email and chat) - General administrative support Why Work With Me? I bring keen attention to detail, a proactive approach, and a commitment to excellence in every task I undertake. Whether it's managing large data sets, ensuring accurate tagging, or maintaining smooth administrative operations, I consistently deliver high-quality results within budget and timelines. Let’s discuss how I can help you streamline your processes and achieve your business goals. I look forward to working with you!
    Featured Skill Invoice Processing
    Dropshipping
    Ecommerce Product Upload
    Database Cataloging
    Electronic Medical Record
    Keyword Research
    Administrative Support
    WordPress
    Data Labeling
    Invoicing
    Organize & Tag Files
    Customer Relationship Management
    Stripe
    Content Moderation
    Shopify
    Data Entry
  • $15 hourly
    I have more than 8 years experience in Accounting. I can help you with: - Data Entry - Journal Entry - Bank Reconciliation - Account Reconciliation - Account Receivable - Invoicing - Account Payable - Suppliers Payment I could assist you, if your SPREADSHEET needs: - Excel Tables - Pivot Tables, - Charts & Graphs, - Dashboards I'm looking forward to working with you
    Featured Skill Invoice Processing
    Microsoft Dynamics 365
    Bill.com Accounts Payable
    Sage X3
    Google Sheets
    Bank Reconciliation
    Income Statement
    Account Reconciliation
    Invoicing
    Accounting
    Accounts Receivable
    Microsoft Excel
    Bookkeeping
    Transaction Data Entry
    Accounts Payable
    Data Entry
  • $15 hourly
    As a freelance bookkeeper who’s been in business for myself since 22/08/2011, I have continue to grow and search for new clients. I take pride in my services and always strive to give excellent customer service. I make it a habit to respond within the same day my clients reach out to with questions and concerns when possible. As a highly competent Bookkeeper, I would bring a detail-focused, ethical, and problem solving mindset to your team. In my current position, as a freelance virtual bookkeeper, I maintain an exceedingly functional and professional environment while handling. Below are some key points • Having vast experience in accounting software’s such as Sage Pastel, ERP Dynamics AX, Peachtree, QuickBooks, Tally. • Strictly following the IFAC code of ethics i.e. Integrity, Confidentiality, Professional behavior, Professional Competency & due care, and Objectivity. • Professional member of ACCA-UK, UAE-CA and CFC- Canada. • Having hands on experience and full knowledge of UAE VAT. • Strong in Cash Flow Planning and Management • Strong interpersonal, Communication and presentation skills. • Attention to details, Good planning skills; Problem-solving approach; Analytical skills; Decision-maker
    Featured Skill Invoice Processing
    Accounting Basics
    Bookkeeping
    Cost Accounting
    Financial Statement
    Accounts Payable Management
    Customer Service
    Payroll Accounting
    Accounts Payable
    General Ledger
    Balance Sheet
    Microsoft Excel
    Accounts Receivable
    Chart of Accounts
    Bank Reconciliation
  • $40 hourly
    Hi! My name is Amber Walker, MHA, CPC, CPC-I, and I have over 15 years of experience in the healthcare sector. Mission: My mission is to provide creative solutions for small and mid-sized behavioral healthcare organizations to facilitate strategic growth! Specialty: Mental and Behavioral Health, ABA Therapy, Speech Therapy, and Substance Abuse I specialize in the following areas: - virtual assistance (authorization submission and benefits verification) - identifying gaps in workflows and drafting new workflows - resolving claim denials - identifying root causes of claim denials - insurance claim submission and follow-up (In Network, Out of Network, EAP, IPA, and Self-pay) - invoice submissions - validating insurance payments underpayments and overpayments according to contractual agreements - drafting claim appeals - accounts receivable management - EHR integrations Additional Experience - I've worked with commercial and government payers in GA, LA, CA, NJ, MD, IL, NY, TN, TX, FL, CO, OR, and VA. - I've used various EHR and EMR software such as Change Healthcare, Office Ally, Optum, Credible BH, Kareo/Tebra, Simple Practice, Charm, Therapy Notes, AdvancedMD, and Availity. I look forward to discussing how we can strategically improve your revenue cycle and build a solid financial infrastructure. Respectfully yours, Amber Walker, MHA, CPC, CPC-I Master of Health Care Administration Bachelor of Biological Sciences Certified Professional Coder (CPC) and Instructor (CPC-I)
    Featured Skill Invoice Processing
    Invoicing
    Healthcare
    Accounts Receivable
    Virtual Assistance
    Insurance Verification
    Insurance Consulting
    Insurance Claim Submission
    Healthcare Software
    Revenue Cycle Management
    Medical Billing
    Medical Procedure Coding
    Medical Billing & Coding
    Medical Mastermind Medical Billing Services
    Revenue Management
    Healthcare Management
  • $16 hourly
    ➤ Certified Accountant/Bookkeeper ➤ Xero Advisor/Silver Partner ➤ QB Pro Advisor ➤ Bill.com Certified ➤ Accounts Payable Manager ➤ Accounts Receivables/Credit Controller ➤ Bookkeeping and Accounts Services for US/Australian/Canadian Business. I have been working as a Cloud Based Accountant/Bookkeeper utilizing, but not limited to, Xero and QBO (Quicbooks Online) as part of the US/ Australian/Canadian/UK Accounting Agencies. I have developed the experience and the requisite skills to excel in the Freelance Accounting market. My complimentary skills in terms of English Communication, availability, timeliness, and my ability to satisfy the needs of my valued clients, make me a champion service provider. To be specific, I believe, I am the most relevant candidate in terms of the skill set and experience that you need. I have been working as small business Bookkeeper/CFO/Financial Adviser to various individuals and SMEs around the Globe, particularly from USA, Australia, UK, Ireland and Canada. I can perform the following tasks for you with the highest professional ethos: ⦿ Bookkeeping ⦿ Financial and Management Reporting ⦿ Accounts Receivable Management ⦿ Accounts Payable Management ⦿ Inventory Management ⦿ Administration and Procurement ⦿ Payroll Administration ⦿ Financial Modelling/Budgeting/Forecasting ⦿ Sales Tax Prep and Reporting (VAT/GST) ⦿ Financial Analysis ⦿ Excel Spreadsheet Development, Let me handle your accounting needs so you can focus on growing your business and unlock its potentials. Cheers !
    Featured Skill Invoice Processing
    Financial Statements Preparation
    Financial Reporting
    Financial Modeling
    Bank Reconciliation
    Accounts Receivable Management
    Accounts Payable Management
    Accounts Receivable
    Accounts Payable
    Oracle NetSuite
    QuickBooks Enterprise
    Intuit QuickBooks
    QuickBooks Online
    Xero
    Accounting
    Bookkeeping
  • $15 hourly
    I hold a Bachelor of Science in Accountancy and have 9 years of experience working with various accounting software, including QuickBooks Online and Desktop, Xero, and Wave. I specialize in Excel, bookkeeping, and account reconciliation, with a strong proficiency in managing key accounting functions such as bank reconciliation, accounts payable and receivable, invoicing, financial statement generation, and data entry. Additionally, I am highly skilled in business platforms like MS Excel, MS Word, Outlook, Gmail, Google Sheets, Slack, Asana and more. I am committed to delivering high-quality services and ensuring efficiency in my work. I embrace opportunities for continuous learning and value constructive feedback to enhance my skills in the field. I am adaptable to flexible working hours and capable of working independently with minimal supervision. Passion and enthusiasm for my work are qualities I bring to every task I undertake. I guarantee to provide the best quality of service to my clients and am dedicated to meeting their expectations without fail.
    Featured Skill Invoice Processing
    PayPal Integration
    QuickBooks Online
    Google Spreadsheets API
    Xero
    PDF Conversion
    Intuit QuickBooks
    Bookkeeping
    Microsoft Word
    Zoho Books
    Data Entry
    Microsoft Excel
  • $50 hourly
    HIRE ME! Together, let's be "THE DREAM TEAM!" My expertise is not just focused in Billing and Finance. I am a well rounded professional who is also experienced in Compliance, KYC, Customer Service, Client and Financial Reporting and Administrative Assistance - I am your one-stop shop! :) I have almost 11 years of professional working experiences focused on Financial Services sector. It's always been my top priority and end goal to deliver the best customer services there is to obtain client satisfaction of products and services that my firm and I has to offer. During this pandemic, though I am indeed grateful to retain my job, I am widely open for new exciting opportunities as well. Also, safety has always been a top priority to me since this pandemic happens and working from home is definitely a great choice! That is why I am so happy to hopefully be part of your team here in Upwork! I am eyeing to be part of your exciting team to deliver timely and quality outputs and contribute to the Firm's success. Likewise, I am definitely open to new roles that will offer learnings and professional development to achieve excellence for both my client and I. I do what I say I will and I am here to help YOU! :)
    Featured Skill Invoice Processing
    Management Skills
    Virtual Assistance
    Phone Communication
    Light Bookkeeping
    Accuracy Verification
    Financial Reporting
    Customer Service
    SAP
    ERP Software
    Compliance
    Administrative Support
    Intuit QuickBooks
    Oracle NetSuite
  • $25 hourly
    I have a total of 8 years of experience as a Customer Service and Collection Specialist across the United States and Canada. A Virtual Assistant who can do Administrative tasks with impeccable Researching Skills. Broad experience and knowledge in: Slack Asana Google Suite Microsoft Applications NetSuite Salesforce Zendesk Yaypay Shopify GoShippo Alibaba and AliExpress FB and Instagram Ads Trello HubSpot RingCentral Quickbooks Xero JOB RESPONSIBILITIES HANDLED: - Experience in customer relations(handling customer concerns and requests) - Running a Shopify store/website - Accounts Receivables/ Collection tasks - Facebook Business Manager tasks - Scaling and running test ads for customers - Research various topics - Email and Calendar Management and Travel Planning - Billing inquiries, Return and Refund processes - Creating FAQs and SOPs - Exceptional talent for ensuring customer satisfaction (handling escalated calls for the frontline agents) - Excellent written and verbal skill in Englis (handles email and phone inquries wth the couriers and sellers) - Experience in training new employees - Securing End-of-Month and End-of-Month report of representatives under my umbrella - Performance review for my team members; guiding and coaching team members to hit their KPI I have the ability to effectively handle situations or inquiries while working within policy, procedures and standard processes. I am detail oriented and able to analyze, prioritize and resolve client requests or issues quickly and effectively. I possess excellent communication skills both oral and written. If you think we’re a perfect business partners, I’m looking forward to hearing from you!
    Featured Skill Invoice Processing
    Shopify
    Microsoft Dynamics CRM
    Stripe
    Administrative Support
    Debt Collection
    Office Administration
    Oracle NetSuite
    Accounting
    Magento
    Accounts Receivable
    Accounts Receivable Management
    Finance & Accounting
    Phone Support
    Zendesk
  • $25 hourly
    I am a well qualified accountant with 20 years experience. I have following credentials: CPA - US - Certified Public Accountant (Associate) CMA - US - Certified Management Accountant ACCA - UK - Chartered Certified Accountant (Fellow) CA - PK - Chartered Accountant (Fellow) MBA - PK - Masters of Business Administration CD - PK - Diploma in Computer Science I have experience with following systems: QuickBooks PRO/ENTERPRISE QuickBooks POS QuickBooks Online (QBO CERTIFIED & Pro Adviser - GOLD) - can get 50% DISCOUNT to US Clients on QBO subscriptions. Xero (Xero CERTIFIED & Xero PARTNER Firm) Wave I am expert in using MS EXCEL. Also have experience with: Unleashed Inventory (Partner) SOS Inventory Stripe PayPal Braintree WooCommerce SKULabs I have a proper office work environment with high speed internet and power backup facility, so that I am able to provide you uninterrupted service. Here are some of my current and recent clients: - Dropshipping Trader - Ohio - US - (QuickBooks Enterprise 2016) - Web services provider - Georgia - US - (QuickBooks Online) - Publications, Travel and Events Management - Jamaica - (QuickBooks Online) - Video Services - Illinois - US - (QuickBooks Enterprise 2016 - Braintree - WooCommerce) - Trucking company - North Carolina - US - (QuickBooks Online) - Law firm - New York - US - (Xero) - CPA firm - Florida - US - (QuickBooks Online / Xero) - Online Training firm - Australia (QuickBooks Online - GST) - Retail firm - California - US - (QuickBooks Pro - QuickBooks POS) - Printing Services - Texas - US - (QuickBooks Online) - Property Management - Illinois - US (QuickBooks Enterprise 2016) I would like to build my clientele further, and keen to get your business. If you feel I have not quoted a fair rate, I don't mind giving you further discount. My main objective is to have a successful long term professional relationship, and happy customers. I strongly believe, if I truly care for my clients, they will also care for me. HOW I OPERATE --------------- I have a team of smart accountants. I personally get involved in all technical / non-routine tasks, but majority of the routine work is done by my team. All the work is done under my supervision and guidance. I will remain your point of contact and will take all responsibility for the work done. Because of the way I operate, in case your work increases, you can continue to get same service, without the hassle of finding another freelancer. This way I am able to offer you low rates, yet excellent service. SUMMARY - Why I am good Fit for the project? ---------------------------------------------------------- - I have international accounting certifications - I have QBO & Xero Certifications - I have 20 years of accounting experience - I have low hourly rate - I work with a team - can get things done quickly - I am hard working - I am honest - I am fluent in English (written and spoken) - I am creative - I am ranked "Top Rated" on Upwork
    Featured Skill Invoice Processing
    Xero
    Bookkeeping
    Data Entry
    Wave Accounting
    Accounts Payable Management
    Financial Accounting
    Microsoft Excel
    Intuit QuickBooks
    Financial Variance Analysis
    Financial Report
    Financial Projection
  • $20 hourly
    📊 𝗖𝗹𝗲𝗮𝗿. 𝗔𝗰𝗰𝘂𝗿𝗮𝘁𝗲. 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰. 𝗡𝗲𝗲𝗱 𝗮 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗲𝗿 𝘄𝗵𝗼 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗺𝗮𝗸𝗲𝘀 𝘀𝗲𝗻𝘀𝗲 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗻𝘂𝗺𝗯𝗲𝗿𝘀? 𝗜 𝗸𝗲𝗲𝗽 𝘆𝗼𝘂𝗿 𝗯𝗼𝗼𝗸𝘀 𝗰𝗹𝗲𝗮𝗻, 𝘆𝗼𝘂𝗿 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗰𝗹𝗲𝗮𝗿, 𝗮𝗻𝗱 𝘆𝗼𝘂𝗿 𝘀𝘁𝗿𝗲𝘀𝘀 𝗹𝗲𝘃𝗲𝗹𝘀 𝗹𝗼𝘄—𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗮𝗻𝗱 𝗫𝗲𝗿𝗼 𝗮𝗿𝗲 𝗺𝘆 𝘁𝗵𝗶𝗻𝗴. 💼 𝗪𝗵𝗮𝘁 𝗜 𝗖𝗮𝗻 𝗛𝗮𝗻𝗱𝗹𝗲 𝗳𝗼𝗿 𝗬𝗼𝘂: • Full-Service Bookkeeping – Accurate, timely, and tax-season-ready • Bank & Credit Card Reconciliation – Clean, complete records every time • Monthly Financial Reports – Easy-to-digest insights that guide decisions • Cash Flow Monitoring – Stay prepared, stay profitable • Catch-Up & Clean-Up – Seamless solutions for overdue or messy books ⚙️ 𝗧𝗼𝗼𝗹𝘀 𝗜 𝗨𝘀𝗲 & 𝗧𝗿𝘂𝘀𝘁: • QuickBooks Online – Proficient in setup, management, and reporting • Xero – Certified and experienced with custom workflows • Excel & Google Sheets – Advanced use of formulas, Pivot Tables, VLOOKUPs • Dext – Fast, efficient expense tracking and document capture ✅ 𝗪𝗵𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗖𝗵𝗼𝗼𝘀𝗲 𝗠𝗲: • ✔️ Reliable & responsive communication • ✔️ Financials explained clearly—no jargon • ✔️ Detail-oriented and deadline-driven • ✔️ Proactive problem solver—early issue detection is part of the job • ✔️ Trusted partner with long-term client relationships 📩 𝗟𝗲𝘁’𝘀 𝗴𝗲𝘁 𝘆𝗼𝘂𝗿 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝗶𝗻 𝗼𝗿𝗱𝗲𝗿—𝗮𝗻𝗱 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗶𝗻 𝗰𝗼𝗻𝘁𝗿𝗼𝗹. 𝗦𝗲𝗻𝗱 𝗮 𝗺𝗲𝘀𝘀𝗮𝗴𝗲, 𝗮𝗻𝗱 𝗹𝗲𝘁’𝘀 𝗴𝗲𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝗱.
    Featured Skill Invoice Processing
    Financial Reporting
    Cash Flow Statement
    Intuit QuickBooks
    Income Statement
    Invoicing
    Xero
    Accounts Receivable Management
    Bookkeeping
    Financial Statement
    Accounting Basics
    General Ledger
    Account Reconciliation
    Bank Reconciliation
    Accounts Payable
    Balance Sheet
  • $15 hourly
    Hello! I’m a meticulous and results-driven accounting professional based in Yazman, Pakistan, with extensive experience in both traditional accounting and data analytics. With a strong understanding of accounting principles, financial reporting standards, and tax regulations, I specialize in managing financial operations and transforming data into actionable insights. What I Bring to the Table: ✅ Accounting Skills: Proficient in general ledger accounting, accounts payable/receivable, payroll processing, bank reconciliations, inventory management, fixed asset management, and financial statement preparation (P&L, Balance Sheet, Cash Flow). 💡 Data Analytics Expertise: Harnessing advanced analytical techniques to unlock hidden insights and help businesses optimize performance and drive growth. 📊 Power BI & Tableau Proficiency: Crafting stunning, interactive dashboards that provide clear visualizations of complex datasets, tailored specifically to your business needs. 📈 Dashboard Development: Designing intuitive, user-friendly dashboards that facilitate real-time monitoring of KPIs, enabling quick, data-driven decisions. 🧮 Financial Reporting: Streamlining financial reporting processes to ensure accuracy and transparency in your financial statements and performance metrics. 🔍 Data Cleaning & Preparation: Skilled in transforming raw data into high-quality, reliable information for insightful analysis and reporting. ✅ Bookkeeping Software: Proficient in NetSuite, SAP, Sage 50, QuickBooks Online and Desktop, Xero, FreshBooks, and Wave. 📊 Tax Preparation: Basic tax preparation and filing for individuals and small businesses. 🤝 Collaboration & Communication: Excellent written and verbal communication skills, with the ability to clearly explain complex financial concepts to non-financial professionals. ✨ Organization & Time Management: Highly organized and detail-oriented, capable of managing multiple tasks and deadlines effectively while working independently and remotely. Why Choose Me? 🎯 Attention to Detail: I understand the critical importance of accuracy in financial data and deliver results that meet the highest standards. 🔧 Problem Solver: Approaching challenges with a strategic mindset, I am dedicated to finding the most effective solutions for your needs. 📚 Continuous Learning: I stay updated on the latest trends and technologies in data analytics and accounting, ensuring you receive cutting-edge solutions. I am eager to learn new things and take on new challenges that will help your business grow and prosper. Let’s connect to discuss how I can help you achieve your goals! Thank you for your time and consideration!
    Featured Skill Invoice Processing
    Excel Formula
    Cash Flow Statement
    Financial Statement
    Bookkeeping
    Oracle NetSuite
    Bank Reconciliation
    Intuit QuickBooks
    Microsoft Excel
    Income Statement
    Balance Sheet
    Financial Accounting
    GAAP
    Accounts Receivable
    Accounts Payable
    Accounting
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