Hire the Best Management Professionals in North Carolina

🚀 Your thought partner for business strategy, planning & operational excellence | let’s collaborate to find creative solutions for your most complex business problems Collaborative, adaptable, consultative, and highly organized Business Strategy & Operations expert with 15+ years of experience leading complex initiatives in the Tech and Financial Services industries. Process driven innovator with a growth mindset, meticulous eye for detail and strong bias for action. Track record of delivering value and quality results, creating standard work to optimize operations and building high-functioning teams. What I can do for you: 🚀 Business strategy & planning: co-creating a plan to help you meet your goals 🤝 Business and Career consulting, coaching & mentorship: articulating your mission/vision/values, sharing insights, providing guidance, being a sounding board for new ideas ⚙️ Operational efficiency & process optimization: streamlining processes, enhancing efficiency, and optimizing resources 📊 Structure & organization: roadmap planning, project planning, time management

I am an expert GSA Multiple Award Schedule (MAS) proposal consultant with a strong background as a Project Manager, Program Manager, and Director of PMO. My experience spans the full lifecycle of federal contract management, from compliance and proposal development to program oversight and strategic execution.

Experienced office administrator, legal support and business development specialist with a demonstrated history of working in government administration and legal services. Skilled in operations, project management, data entry, legal writing, legal research, documents, Google Workspace and Office Suite. Independently motivated, detail-oriented, organized and professional. Passionate about streamlining procedure, international travel and the outdoors.

Every business has a financial story. Sometimes that story is clear and organized. Other times, it is buried under messy books, unreconciled bank accounts, unclear expenses, payroll issues, missing records, and tax-season pressure. That is where I help. I work with U.S. business owners, individuals, and CPA firms to turn disorganized financial records into clean books, reliable reports, and tax-ready financials. My goal is to help you understand your numbers, meet deadlines, and avoid last-minute surprises. As an FCCA-qualified accountant, CPA-equivalent professional, Certified Tax Preparer, and QuickBooks ProAdvisor, Xero & Wave Advisor, I bring 11+ years of hands-on experience in U.S. bookkeeping, accounting, payroll, financial reporting, and tax preparation. Over the years, I have supported CPA firms, small businesses, corporations, partnerships, nonprofits, real estate investors, medical practices, e-commerce sellers, contractors, service businesses, and individual taxpayers across the U.S. My focus is simple: Clean books. Accurate reports. Proper tax treatment. No last-minute stress. Tax Preparation & Compliance Tax preparation should not begin with confusion. It should begin with organized books, properly reconciled accounts, and numbers that are ready for review. I help prepare accurate and compliant federal and state tax returns while reviewing income, deductions, payroll, assets, liabilities, and business activity for proper reporting. I can assist with: - Form 1120, C-Corporations - Form 1120S, S-Corporations - Form 1065, Partnerships - Form 1040, Individual Tax Returns - Schedule C, Sole Proprietors - Schedule E, Rental Real Estate - W-2 and 1099 filings - Forms 5472 and 5471 foreign-related filings - Form 990 series nonprofit filings My goal is not only to prepare the return, but to make sure the numbers behind the return are organized, supportable, and ready for review. Bookkeeping & Accounting Good bookkeeping is more than data entry. It means understanding the business, reviewing activity, identifying issues, reconciling accounts, and preparing reports that actually make sense. I can help with: - QuickBooks, Xero, Wave, and Zoho Books setup - Chart of accounts setup and cleanup - Bank and credit card reconciliations - Transaction categorization - Accounts receivable and accounts payable - Payroll processing and payroll reconciliation - Payroll tax filing support - Sales tax and 1099-K reconciliation - Inventory and COGS tracking - Loan, lease, and liability tracking - Fixed assets and depreciation schedules - Financial statement preparation - Balance Sheet and Profit & Loss cleanup - Historical cleanup and catch-up bookkeeping - Month-end and year-end closing Whether your books are current, behind, messy, or need a full cleanup, I can help bring them into proper shape for tax filing, CPA review, lender requests, or business decisions. Industries I Have Worked With Different industries have different accounting challenges. Real estate needs proper rental and depreciation tracking. E-commerce needs clean platform reconciliation. Contractors need job-related expense tracking. Medical and dental offices need accurate revenue, payroll, and operating expense reporting. I have worked with clients in: - Real estate and rental properties - E-commerce using Amazon, Shopify, Square, Etsy, Stripe, and PayPal - Construction and contracting - Automotive dealerships and repair shops - Telecom and IT services - Insurance agencies - Restaurants and food businesses - Cleaning and maintenance companies - Marketing and advertising firms - Consulting practices - Medical and dental offices - Law firms and trust accounting - Event management businesses - Nonprofit organizations - Retail, wholesale, and service businesses Software Expertise I work extensively with QuickBooks Online, QuickBooks Desktop, Xero, Wave, Zoho Books, Accounting CS, Drake, ProSeries, Lacerte, UltraTax, TaxAct, ATX, ProConnect, Microsoft Excel, and Google Sheets. I also work with Shopify, Stripe, PayPal, Square, Amazon, payroll providers, bank feeds, and payment processors to help keep accounting systems properly connected and reconciled. Why Clients Work With Me Clients choose me because I combine bookkeeping accuracy, tax preparation knowledge, and practical accounting judgment. You can expect: - FCCA-qualified accountant and CPA-equivalent professional - Certified Tax Preparer - QuickBooks ProAdvisor, Xero & Wave Advisor - 11+ years of U.S. bookkeeping, accounting, and tax experience - Experience working with 10+ CPA firms - Hundreds of tax returns prepared - Thousands of bookkeeping and cleanup projects completed - Strong GAAP, IFRS, payroll, sales tax, and multi-state compliance knowledge - Accurate, organized, and deadline-driven work - Clear communication and consistent follow-up If your books are messy, behind, or not ready for tax season, I can help clean them up and bring everything back on track.

Professional with over 20 years of financial services experience with excellent communication skills proficiencies specifically within investment management, commercial banking, advisory, development, restructuring, asset management, and distressed opportunities with an emphasis on the alternative real estate asset class sector. Expertise in real estate equity fundraising, valuation, underwriting, market analysis, fundraising, building complex financial models, negotiating terms of lease and management contracts, loan agreements, purchase & sale agreements, debt restructuring and portfolio management.

Upwork Top Rated, US-based marketing professional with over 25 years of experience. Skills include social media marketing, digital marketing, email marketing, digital advertising (social and search), public relations, search engine optimization, website design and management, copywriting and more. During my freelance career, I've been fortunate to work with organizations including OneTouch, the University of California, Berkeley, Points of Light, the North American Veterinary Community, T.G.I. Friday's, 1-800-Flowers, Sheex, and Steak-Umm.