Hire the best Management Accounting Specialists in Texas

Check out Management Accounting Specialists in Texas with the skills you need for your next job.
  • $100 hourly
    Links LinkedIn Skills Global Financial Operations Management Strategic Planning and Execution Mergers and Acquisitions Financial Planning and Analysis Risk Mitigation Regulatory Compliance Cross-functional Team Leadership Process Design and Improvement Budgeting and Forecasting Profile Strategic Financial partner and business Advisor with 14 years of experience optimizing financial operations to ignite growth across the global organization. Proven ability to drive complex strategic initiatives, M&A activities, and financial operations for multi-million-dollar, multinational corporations.
    Featured Skill Management Accounting
    CPA
    Finance & Accounting
    Financial Analysis & Valuation
    Financial Audit
  • $69 hourly
    Who you hire matters. Before hiring a bookkeeper, accountant, controller, or CFO, consider speaking with me for 15 minutes to understand why, from my perspective, this is a critical hire and how I can significantly impact the trajectory, stability, and scalability of your business. When Leadership is Required. To become the CFO of a $900 million company, I had to work incredibly hard, think incredibly smart, and bring value to my employer every day. I was always working for someone else, though. I recently decided to strike out on my own, start my own Fractional CFO, Fractional Controller, Accounting, and Bookkeeping practice. After graduating with a B.S. in Accounting, I spent 30 years climbing the corporate ladder. I have performed all bookkeeping, Accounting, executive-level Accounting, and Finance roles for companies ranging from the startup stage to those with $900M in annual revenue. I am an Advanced QuickBooks ProAdvisor, Xero Certified Advisor, and Zoho Books Accountant. I offer Bookkeeping, Accounting, complete GAAP-compliant, tax-ready Bookkeeping and Accounting with Payroll and Reporting to start-up, small, medium, and large businesses, as well as Virtual/Fractional Chief Financial Officer (CFO) services. A Sample of My Skills and Expertise Includes: Balance Sheet. Reconciliation, review, organize, and consolidate when necessary: Organize the balance sheet to identify trends and insights that inform business decisions. Review current and future pain points and any corrective action(s) to avoid declines in performance. Evaluate company liquidity and solvency, the ability to meet short-term and long-term financial obligations, and the company’s ability to generate profits and grow the business with existing assets. Profit & Loss / Income Statement. Compilation, reconciliation, and review. Consolidate when appropriate. Prepare the profit and loss, bringing it to a tax-ready or bank-ready condition. Ensure the profit & loss remains ready for managers, giving them the ability to make well-informed business decisions. Calculate revenue from sales or services. Define, evaluate, organize, and reduce expenses, including cost of goods sold and operating expenses. Recommend improvements to the client. Cash Flow Statement. Illustrate cash inflows and outflows over a period to stakeholders. Define the company’s liquidity and its ability to meet short and long-term financial obligations. How much cash is the company generating from its core business operations? How much cash is the company investing in its future growth? How is the company financing its growth? Technology. QuickBooks, Xero, Zoho Books, Wave, FreshBooks, etc. compile, convert, organize, and set up all company records into the chosen accounting platform. Provide the company leadership with a clear view of their business and its financial position at any stage of development from start-up to a multi-generational enterprise. Income. Maximize Company Income. Build and/or review company pricing models to ensure maximum income while maintaining market competitiveness. Develop financial strategies to gain additional market share through competitive short-term and long-term strategies. Inventory. Optimize Inventory Levels to meet market demands and improve customer satisfaction ratings. Strengthen company profits and improve operational efficiency. Boost inventory turnover. Improve inventory valuation. Analyze and reduce shrinkage to heighten profitability. Identify and eliminate obsolete inventory. Expenses. Strengthen company profitability by reducing the cost of goods sold, ensuring that vendor rebates are included. Improve expense allocation. Granular reporting to identify vendors overcharging, eliminate internal waste, and improve operational and production efficiency. Benchmark expenses against industry standards. Identify and eliminate unnecessary expenses. Budgeting & Forecasting. Forecast future financial performance. Identify and mitigate financial risks. Build realistic, achievable budgets. Monitor budget performance and make adjustments as need. Improve communication and collaboration between departments. Create pro-forma financial statements to predict and understand company performance. Income Tax. Sales Tax. With properly prepared financial statements, a client’s tax liability will be significantly reduced from previous years. This is NOT what your tax preparer does; they work with the numbers they’re given; I make sure they’re given the correct numbers. I will verify and audit your financial statements to ensure they remain in a tax-ready condition. I will audit and review your sales tax filings, with a focus on compliance, and ensure you only pay what is owed. Software. QuickBooks, Xero, Zoho Books, Sage Intacct, NetSuite, Wave Accounting, FreshBooks. What you can expect from me: A partner. An accountant with 30 years of experience and expertise who cares about your business.
    Featured Skill Management Accounting
    GAAP
    QuickBooks Enterprise
    Intuit QuickBooks
    QuickBooks Online
    Bookkeeping
    Accounting Software
    Accounting Principles & Practices
    Sales Tax
    Finance & Accounting
    Accounting Advisory
    Financial Planning
    Technical Accounting
    Financial Accounting
    Accounting
  • $40 hourly
    I have over 19 years experience in the Accounting industry. I can work remotely, in house, anytime anywhere. Microsoft Word and Excel Pro--Quickbooks both Desktop and Online Pro. Appfolio, MASS 200, Microsoft Business Dynamics, Infor Syteline-- AR, AP, Payroll, taxes, Reconciliations (bank and CC), journal entries, 10 Key, Typ 50+ wpm. Dual BBA in Management and Finance from the University of Houston Our professional bookkeeping services are designed to keep your financial records accurate, up to date, and audit-ready. We manage your day-to-day transactions so you can focus on growing your business. Services include: 📘 Bookkeeping Services Our professional bookkeeping services ensure your financial records are clean, accurate, and always up to date. We handle your day-to-day financial transactions so you can focus on running and growing your business. Services include: Transaction categorization and classification Bank and credit card reconciliations Accounts receivable and payable tracking Monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow) Clean-up and catch-up bookkeeping General ledger maintenance Software integration (Experiance in QuickBooks, Microsoft Dynamics, Infor or Custom ERM software) Whether you're behind on your books or need ongoing support, we tailor our services to fit your business and budget. 📊 Partial Controller Services Looking for deeper financial insight without the cost of a full-time hire? Our partial (fractional) controller services offer strategic financial oversight to help your business thrive. Services include: Oversight of bookkeeping and accounting workflows Monthly and quarterly financial reviews Budgeting and forecasting Cash flow management Internal controls and process optimization
    Featured Skill Management Accounting
    GAAP
    Microsoft Word
    Accounting Basics
    Intuit QuickBooks
    Financial Accounting
    Accounts Receivable
    Account Reconciliation
    Chart of Accounts
    Accounts Payable
  • $75 hourly
    Experienced Financial Controller & QBO Expert | Forensic & Multicurrency Accounting | Startups to Global Firms Are you a business owner or startup looking for reliable, accurate, and proactive accounting support? I’m here to help. With over 15 years of experience as a Financial Controller and Accountant, I specialize in: 1-QuickBooks Online (QBO) setup and full-service accounting 2-Forensic accounting and reconciliations 3-Domestic and international accounting (including multi-currency & crypto) 4-GAAP and IFRS compliance 5-Start-up and enterprise-level financial management (fCFO services) Whether you need a brand-new QBO account tailored to your operations or ongoing accounting services to keep your books clean and compliant - I deliver high-quality, dependable results that help you make smart financial decisions. Clients choose me when they need more than just number-crunching--they need a trusted advisor who explains the “why” behind the figures and equips their teams to make smarter decisions. Let’s streamline your accounting and set your business up for long-term success. I look forward to working with you!
    Featured Skill Management Accounting
    Accounting Principles & Practices
    QuickBooks Online
    Accounting Software
    Accounting Basics
    Financial Statement
    Analytical Presentation
    Accounting
    Payroll Accounting
    Financial Report
    Microsoft Excel
    Intuit QuickBooks
  • $45 hourly
    I am an entrepreneurial tax & accounting pro with a passion for innovating the accounting, tax, and financial service industry. I currently serve startups and SMB's by offering innovative back-office solutions for bookkeeping, tax, and much more. I utilize my technical experience from working in public accounting firms, publicly traded companies, and startups to deliver a holistic approach to the complex problems faced by businesses of all sizes. My notable professional licenses and achievements include: - Bachelor's Degree - Accounting and Finance - Master's Degree - Accounting - IRS Enrolled Agent (Active License) - Certified QuickBooks ProAdvisor - Certified Gusto People Advisor (Payroll) - CPA Exams completed - awaiting official licensure I am highly skilled in the following software and platforms: - Microsoft Excel - Office 365 - Google Suite - Alteryx - QuickBooks Online - Gusto Payroll - Tableau - SAP ERP - Lacerte Tax - ProSystem Tax - Bloomberg Tax - Thomson Reuters Tax - ProConnect Tax
    Featured Skill Management Accounting
    Tax Law
    Management Consulting
    Financial Analysis
    QuickBooks Online
    US Taxation
    Data Cleaning
    CPA
    Business Consulting
    Financial Accounting
    Bookkeeping
    Tax Preparation
    Account Reconciliation
  • $50 hourly
    Dedicated accounting professional with over ten years of experience occupying diverse positions, permits a deep understanding of accounting in business. Accompanied by an Information Systems bachelor, permits complete scope to optimize processes using lean strategies and automation technology. HIGHLIGHTS: * Bank of America HRC (HighRadius) reference * TEXPO 2021 Bank of America Panelist * BillTrust Project Manager (Business) * HRC (HighRadius) Project Lead * Yellow Belt Certified
    Featured Skill Management Accounting
    Accounts Payable Management
    SAP Programming
    Microsoft Power BI
    Business Intelligence
    Python Script
    JavaScript
    Intuit QuickBooks
    Accounting
    Accounts Receivable
  • $150 hourly
    With extensive Big 5 experience and an entrepreneurial mindset, I specialize in driving financial growth and optimizing operations. Renowned for enhancing corporate finance, I champion acquisition strategies and valuations that bolster business efficiency and profitability. As a finance transformation leader and integration specialist, I excel at financial planning and analysis (FP&A), delivering cost reduction, and maintaining compliance within dynamic market environments. Data-Driven Financial Analysis & Reporting: Adept at financial analysis, I'm committed to accurate and compliant GAAP financial reporting, skillfully managing the preparation of financial statements. My financial dashboard design accelerates decision-making through key performance indicators (KPIs), return on investment (ROI) analytics, and comprehensive revenue forecasting. Budget Development & Financial Forecasting Expertise: I empower executives with budget management, variance analysis, and financial forecasts, striving for financial stability and increased EBITDA. With a focus on treasury management, I devise cash flow forecasts and long-term financial projections addressing liquidity management and fiscal sustainability. Acquisition Due Diligence and Capital Investment Planning: I am a due diligence expert and capital investment strategist, skilled in mergers and acquisitions (M&A), ensuring the reliability of financials and sophisticated financial modeling to evaluate investment opportunities and internal rate of return (IRR). Robust Internal Control Systems & SOX Compliance: I design and enforce operational controls with a flair for risk management, targeting reduction in fraud and ensuring Sarbanes-Oxley (SOX) compliance. My internal audit practices and financial policies enhance corporate governance for high-value entities within publicly listed companies. Transformational Leadership & Team Building: As a change agent, I have achieved significant profit growth and sales enhancement by fostering innovation and teamwork. My leadership in talent management and human resources has notably decreased turnover rates, underscoring my commitment to workforce diversity and inclusion initiatives. Technical Proficiency: I am proficient in an array of financial software applications, including: • Microsoft Excel and Office Suite • QuickBooks (Desktop & Online) • Sage Intacct (Cloud Accounting) • Bill.com (AP/AR Automation) • HubSpot (CRM & Sales) • BuilderTrend (Construction Management) • Shopware (Ecommerce Platform) • Service Fusion (Construction Management) • Kartra (Ecommerce Platform) Through strategic insight and financial stewardship, I offer more than expertise—I provide progressive leadership to guide businesses towards groundbreaking success.
    Featured Skill Management Accounting
    Budgeting & Forecasting Software
    CPA
    Taxes
    Financial Reporting
    Financial Modeling
    Strategy
    Microsoft Office
    Analytical Presentation
    Accounting
    Internal Control
    Intuit QuickBooks
    GAAP
    Sage
    Financial Variance Analysis
  • $85 hourly
    My core skill is that I am a problem solver. I am a CPA who has worked in management and lead finance roles with large health systems for over a decade. While I have primarily worked in healthcare, I can help you optimize your business in any industry so that you are best positioned to achieve your goals. I can help your business in all areas of financial management including accounting, budgeting, forecasting, and cash flow. I can help you determine what key performance indicators you should use to monitor your business. I can also assist you with development activities, such as financial modeling a potential acquisition or capital purchase. I am an expert in Microsoft Excel and PowerPoint.
    Featured Skill Management Accounting
    Business Plan
    Business Services
    Professional Tone
    Business
    Management Skills
    Budget Proposal
    Business Presentation
    Analytics
    Business Operations
    Business Intelligence
    Financial Report
    Cash Flow Analysis
    Accounting
    Budget Management
  • $60 hourly
    My name is Quincy Gause, I am 29 years old, from Dallas, Tx and I have a bachelor's degree in Business management. I am a working model, Amazon seller, content creator & hobbyist. I have worked in top companies handling their marketing departments for years and felt it is time for me to take my talents and focus on using them for myself.
    Featured Skill Management Accounting
    Microsoft Office
    Advertisement
    Press Advertising
    Outbound Sales
    Administrate
    Account Management
    Business
    Adobe Inc.
    Paid Media
    Mergers & Acquisitions
    Accounting
    Customer Acquisition
    Process Infographics
    Invoicing
  • $180 hourly
    I specialize in forex and futures trading. Minimizing risk and maximizing profits using my Nonstop strategy for over 6 years. Funded trader and mentor to getting funded. Limited account management services available.
    Featured Skill Management Accounting
    Financial Trading
    Forex Trading
    Mental Health
    Trading Strategy
    Coaching Session
    Cryptocurrency
    Investment Strategy
  • $50 hourly
    I am an experienced CPA looking for opportunities to help small and midsize businesses with their accounting needs. I have 3.5 years of experience at a public accounting firm, preparing tax returns, performing assurance services, and providing bookkeeping services for small and midsize companies across all industries. I have an additional 3 years of experience as an Accounting Manager overseeing full cycle accounting. My services include but are not limited to: - Book clean up and catch up - Bank reconciliations - Full trial balance account reconciliations - Accounts payable & receivable management - Financial report preparation - Cash flow forecasting - Budget review and analysis If you have any questions, please do not hesitate to message me!
    Featured Skill Management Accounting
    Tutoring
    Light Bookkeeping
    Accounting Basics
    Bookkeeping
    Accounts Receivable
    Accounts Payable
    Bank Reconciliation
    Financial Accounting
    Income Statement
    Balance Sheet
    Accounting
    Microsoft Excel
  • $100 hourly
    Certified Public Accountant Detail-focused, ethical accounting professional with a certification in Accounting from Institute of Chartered Accountant of Pakistan, CPA certification from the state of Texas. Professional experience demonstrating consistent achievement of organizational and fiscal objectives and goals. Seeking position in the auditing field where excellent supervision, analytical and technical skills can be utilized to improve the company's profitability. Computer proficiency with MS Excel, Word, PowerPoint, Quickbooks, PointClick, CCH Prosystem Engagement, CCH Axcess and ProSeries.
    Featured Skill Management Accounting
    PPTX
    Financial Statement
    CPA
    Filing
    Corporate Tax
    Computer
    Financial Reporting
    Business Presentation
    Financial Report
    Accounting
    Microsoft Excel
    Intuit QuickBooks
  • $40 hourly
    Worked in Accounting for over 10 years, with experience in full cycle accounting, bookkeeping, budgets, management and financial analysis. I have worked in real estate property management for over 8 years and have an extensive knowledge multiple property management software including Yardi Voyager, MRI, Kardin, Quickooks, RealPage and MS Excel. Very well versed in analyzing financial statements in accordance with GAAP in accounting (including Job Cost Accounting), budget, finance (including Corporate Finance), and cost control principles.
    Featured Skill Management Accounting
    Accounts Receivable Management
    Accounts Payable Management
    MRI Software
    Yardi Software
    Accounting Software
    Accounting Report
    Accounting Principles & Practices
    Property Management
    Finance & Accounting
    Accounting Basics
    Income Statement
    Balance Sheet
    GAAP
    Accounting
  • $50 hourly
    * Extensive knowledge and experience in all facets of accounting, including compilation, taxes, financial statement preparation and consulting. * Preparation of corporate, individual, partnership, state, payroll and trust tax returns. * Held key positions as CFO and Controller in both publicly traded and private companies.
    Featured Skill Management Accounting
    Finance & Accounting
    Finance
    Accounting
    Bookkeeping
  • $200 hourly
    Focus on your business, leave finances to the experts. Your financial expertise on-demand - so you don’t waste time with spreadsheets. 🏆 17 years of experience in the financial sector holding investment banking and corporate lending positions at internationally recognized banking institutions including UniCredit and Societe Generale 🏆CFA Charterholder since 2013 I can help with the following: ✅ Financial Forecasting ✅ Financial Modeling ✅ Budgeting ✅ Cleaning up Historical Accounting ✅ Preparing for a Strategic Transaction ✅ Raising Capital (Debt/Equity) ✅ Resolving Cash Flow Challenges What my clients say about me: ★ Leveraging Stan's service has been much more cost-effective than hiring a full-time CFO would have been. We only pay for what we need, when we need it, without having to worry about the overhead costs of hiring a full-time employee ★ I can confidently say that partnering with Stan has been a game-changer for our business. His ability to provide us with a clear financial picture, along with his professional guidance, has led to better management decisions I possess extensive expertise across various sectors: • Consumer goods • E-commerce • SaaS • Fintech • Financial Institutions • Oil&Gas • Semiconductors • Car Dealers Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner
    Featured Skill Management Accounting
    FinTech
    Investment Research
    Mergers & Acquisitions
    Investment Banking
    Fundraising
    Management Consulting
    Corporate Finance
    Financial Consulting
    Financial Analysis & Valuation
    Financial Reporting
    Microsoft Excel
    Presentations
    Financial Projection
    Financial Modeling
  • $50 hourly
    SUMMARY Highly-motivated professional with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. I am seeking manly for transcription and translating jobs, since reading is my passion and I want Upwork to serve as my creative outlet. However, I am open to take on projects that require administrative skills. My hourly rate will vary depending on job complexity.
    Featured Skill Management Accounting
    Spanish to English Translation
    Spreadsheet Software
    Cash Flow Software
    Property Management
    Project Management
    Accounting Basics
    Dropbox
    Cash Flow Analysis
    Budget Management
    Accounts Receivable
    Account Reconciliation
    Accounts Payable
    SAP
    Microsoft Excel
  • $50 hourly
    Need someone who will care about your success, business, customers, and employees, who communicates clearly and anticipates options that minimize unwanted surprises? I want to be that person for you! Let’s get started! I'm the author of the book, "Driving, Not Surviving: Modus Operandi for Achievement," and a Director of Training And Development at a leading provider of landscape services in the US. From the ground up, I have built a robust Learning Management System (LMS) that empowers our team to take their development to new heights. I have a bachelor's degree in business, management, marketing, and related support services from Almeda University and over 25 years of experience in leadership, operations management, and employee learning and development. My passion is to design, develop, and implement effective, engaging training programs and initiatives that support growth and development while delivering organizational culture. I work closely with key stakeholders and operational leaders to align learning and talent systems with business goals and strategy. I also leverage my domain expertise in the electronic device repair sector. I have been a fractional chief operating officer, president, and chief operating officer for two successful companies. My mission is to live far beyond my reach and to leave behind a legacy of positive impact and value. I am an avid learner and a leadership enthusiast who has read thousands of books, attended countless seminars and trainings, and written a book for publication to share my insights and lessons with the next generation. Let's discover the potential of your business today!
    Featured Skill Management Accounting
    Leadership Development
    Community Goals & KPIs
    Marketing
    Website Builder
    Brand Management
    Branding
    Brand Development
    Branding & Marketing
    Accounting
    Business Management
    Management Skills
    Accounting Basics
    Learning Management System
    Logo Design
  • $50 hourly
    I'm a seasoned accountant with 20 years of experience. My specialty is working with small to mid size companies. I have been in all roles for accounting including a Controller and a CFO. I am a quick learner and have managed up to a group of eight. Are behind on you books? I can get you up to speed. If you have tax questions, need your tax returns prepared,payroll concerns or hr/accounting questions in general. I am here to assit you with your specific needs. I am a full charge bookkeeper/controller: - Managed team of 8 - Detail oriented - Quickbooks expert - Reconciliation expert - Financial Statements and review expert - HR proficient - A/R expert - A/P expert
    Featured Skill Management Accounting
    QuickBooks Enterprise
    Xero
    QuickBooks Online
    Accounting Software
    Accounting Basics
    Accounting
  • $75 hourly
    With nearly 15 years of experience in the accounting industry, I provide small and mid-sized companies with outsourced bookkeeping solutions and fractional Controller services. Specializing in QuickBooks: •catch-up (when you’ve fallen behind) •clean-up (sorting out errors) •set-up (helping structure your system) •bookkeeping (so you're tax-return ready) •reconciles (monthly, quarterly, or yearly) •consulting (when you just need help) •automation (so QBO works for you) •overhaul (to get key business insights)
    Featured Skill Management Accounting
    Financial Accounting
    Chart of Accounts
    Balance Sheet
    Income Statement
    Bank Reconciliation
    Account Reconciliation
    Cloud Services
    Month-End Close Assistance
    Financial Statement
    Financial Reporting
    Bookkeeping
    Accounting
    Intuit QuickBooks
    QuickBooks Online
  • $60 hourly
    As an expert Fractional COO and CFO, as well as a seasoned business coach and consultant, I bring a wealth of strategic and operational expertise to the table. Over the past two decades, I have delivered exceptional value to businesses through my deep knowledge of strategic planning, daily business operations, and financial management. My extensive experience spans both decentralized and centralized business models, including virtual, traditionally run, and Fintech companies, where I have consistently driven impactful results in remote environments. In my recent roles as a Fractional CFO, COO, Business Coach, Consultant, Controller, Business Office Manager, Executive Assistant, and Bookkeeper, I have demonstrated my ability to optimize operations, enhance financial performance, and support executive leadership. My formal business education, coupled with QuickBooks certification, provides a solid foundation in business operations and financial management, while my hands-on experience offers a comprehensive understanding of both operational and strategic business dynamics. 1. Project Management Tools: Jira ClickUp Trello Asana Monday.com Microsoft Project 2. Accounting and Financial Platforms: QuickBooks Online (QBO) – Intuit QuickBooks ProAdvisor tools Xero FreshBooks NetSuite Sage Intacct 3. Collaboration and Communication Tools: Slack – team messaging and project tracking Microsoft Teams – collaboration across departments Zoom – video conferencing Google Workspace (Docs, Sheets, Drive) 4. Cloud Storage & File Sharing: Google Drive Dropbox OneDrive SharePoint 5. Customer Relationship Management (CRM) Platforms: Salesforce HubSpot Zoho CRM Pipedrive 6. Data and Reporting Tools: Microsoft Excel (Advanced features, pivot tables) Tableau Power BI Google Data Studio Crystal Reports 7. E-commerce & Payment Platforms: Shopify Stripe PayPal WooCommerce 8. Content Management Systems (CMS): WordPress Squarespace Wix 9. Enterprise Resource Planning (ERP) Systems: Tyler ERP (for government/city projects) SAP Oracle ERP 10. Security and Privacy Tools: ID.me – secure identity verification for government services Hushmail – secure, encrypted email LastPass (password management) 11. Other Industry-Specific Tools: Stripe & PayPal for payments Audit Logs in QBO for user tracking CRM and ERP integration with financial systems like Salesforce and Tyler.
    Featured Skill Management Accounting
    Microsoft Excel
    Accounts Receivable Management
    Salesforce CRM
    Financial Analysis
    Bookkeeping
    Relationship Management
    Business Coaching
    Business Consulting
    Account Management
    Accounts Payable Management
    Intuit QuickBooks
  • $120 hourly
    As a Strategic CFO Consultant, I work with entrepreneurs, business leaders, and management teams to improve decision making and build better businesses. I have extensive experience with relationship management, expense optimization, financial modeling, cash flow improvement, and business process design. I am also a licensed CPA. While nobody knows your product better than you, the truth of business success is in the numbers. Let’s work together and identify leading indicators that help you make better decisions before it’s too late. In my professional career, I have worked as a management consultant and public accountant for Fortune 500 companies across multiple industries, but I am most passionate about the small business and startup world. My experience as CFO covered individual small business portfolio companies for a family office of $100 million in total assets, primarily in the hospitality and real estate industries. It’s during this time that I built significant expertise in banking and vendor relationships and building proper capital structures to enable rapid growth, and lower expenses. While a dollar of top line revenue might bring 10 cents to your bottom line, a dollar of expenses saved is a dollar of pure profit. I can help you: • Design and build operating and financial controls to position your business to grow and scale. Help allocate resources for optimum growth and profitability. • Identify opportunities to improve EBITDA and areas to reinvest. • Analyze and improve your cash flow. • Financial Analysis, Modeling, and Budgeting • Provide guidance and coaching to your management team as to why profitability matters to them • Be a strategic advisor to your core initiatives • Work with banks and vendors to get you the best terms available • Maximize your enterprise value • Prepare your team for any future audits – Tax, Labor, Financial, Insurance, etc. • Assist with any deal related work by being the secure resource your need in trying to buy or sell your business while you still handle the day to day • Month end close acceleration so you can focus on the metrics that matter • Identify KPIs to help you achieve your OKRs • Transform your technology stack to operate your business more effectively and flexibly Most importantly, by being your trusted advisor, I can provide the executive-level financial leadership, accountability, and decision making that so many of us as business owners need.
    Featured Skill Management Accounting
    Business
    Optimization Modeling
    Agile Project Management
    SaaS
    People Management
    Small Business Administration
    Business Coaching
    CPA
    Business Presentation
    Marketing Strategy
    Invoicing
    Accounting
    Balance Sheet
  • $20 hourly
    I'm a well educated businesswoman who possesses a great understanding of business management and expansion.
    Featured Skill Management Accounting
    Transaction Data Entry
    Management Consulting
    Translation
    Photography
    Customer Service
    Bookkeeping
    Receptionist Skills
    Task Coordination
    General Transcription
    Data Entry
    Administrative Support
    Invoicing
    Customer Service Training
  • $30 hourly
    I'm a Controller with experience in bookkeeping, quickbooks online, reconciliation, tax planning and general budget planning.
    Featured Skill Management Accounting
    Hiring Strategy
    QuickBooks Online
    Management Consulting
    Intuit QuickBooks
    Microsoft Excel
    Bookkeeping
  • $10 hourly
    Our team has over 30 years of experience providing technical accounting, financial audit, internal audit, and tax services. We have worked with startups to establish their accounting and internal control framework and served as the outsourced Controller for large accelerated filers. In addition, we have worked with many governmental and not-for-profits performing both financial statement and compliance audits. Our experience within governmental and not-for-profit includes Yellow Book and Uniform Guidance standards. We have experience performing qualified contract price calculations and assisting clients with New Market Tax Credits.
    Featured Skill Management Accounting
    Internal Auditing
    CPA
    SOC 2
    Xero
    FreshBooks
    Certified Tax Preparer
    Business Valuation
    Bookkeeping
    Accounting
    Intuit QuickBooks
    Account Reconciliation
    Tax Preparation
    GAAP
    Financial Audit
  • $50 hourly
    I am an experienced finance and accounting professional with exposure to small to medium sized businesses, both public and private, across multiple industries. Need help cleaning up the books, prepping for an audit, or simply using the financial data to make better, more informed decisions - I can help! SUMMARY OF QUALIFICATIONS - Full cycle accounting experience: including month-end closures, financial statement preparation, account reconciliations, treasury, AP/AR - Advanced in Microsoft Excel (Pivot tables & VLOOKUP's) - Experienced in QuickBooks, Bill.com, NetSuite, Expensify, Avalara, Excalibur, DocVue, BOLO, & Ultimate Software QuickBooks Online Certified ProAdvisor
    Featured Skill Management Accounting
    Accounting Advisory
    QuickBooks Online
    Bookkeeping
    Finance & Accounting
    VLOOKUP
    Process Improvement
    Financial Analysis
    Financial Statement
    Oracle NetSuite
    Microsoft Excel
    Account Reconciliation
    Accounting
    Financial Accounting
  • $30 hourly
    PROFESSIONAL SUMMARY: Enthusiastic and ambitious customer service specialist with wide-spread transferable skills in data entry, accounting, and operations. Exceptional ability to connect with people and understand their wants, needs, and desires and deliver legendary service on every interaction.
    Featured Skill Management Accounting
    Product Review
    Review
    Functional Testing
    Virtual Assistance
    Microsoft Outlook
    Spreadsheet Software
    Accounting Basics
    Email Communication
    Microsoft Excel
    Microsoft Word
    Accounting
  • $63 hourly
    I'm a bookkeeper/accountant experienced in bookkeeping for Real Estate and Logistics companies. I am experienced with ResMan, Quickbooks, CargoWise, and SmartSheets. And proficient with Microsoft excel desk top and cloud.
    Featured Skill Management Accounting
    General Ledger
    Bank Reconciliation
    Accounting Principles & Practices
    Bookkeeping
    Accounting Software
    Accounts Receivable
    Financial Analysis
    Construction Monitoring
    Accounting
    Construction
    Financial Report
    Accounts Payable
    Intuit QuickBooks
    Accounting Basics
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