Hire the best Excel Experts in North Carolina

Name: Excel Experts
Brand: Upwork
Rating: 4.9 (481 reviews)

Check out Excel Experts in North Carolina with the skills you need for your next job.

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Clients rate Excel Experts

4.9/5

based on 481 client reviews

$125 hourly
Donna M.
- 5.0/5
- (61 jobs)
I hold a MA from Duke University and have managed fundraising for nonprofit organizations for over 25 years. One of the most critical elements for successful nonprofit fundraising is a solid, well-managed donor database that works seamlessly with your fundraising and communications tools. Toccata Donor Data Solutions helps nonprofits build robust, data-driven fundraising systems based on a solid, organized, and integrated data and fundraising ecosystem. Services: •CRM process strategy, data cleanup, & configuration for your new or existing system •Donor database management (on a long-term or interim basis) •Staff training on basic to advanced software features •Donor segmentation evaluation and setup •Email / CRM integration, cleanup, and syncing •Integration tools setup and management (including custom integrations support) •Donor-driven, strategic individual fundraising planning based on donor data •Database selection guidance and migration management (including recurring donations) Providing Expertise in these Donor Management Software (CRM) Systems: DonorPerfect (Donor Perfect) Bloomerang Neon CRM Little Green Light Raiser's Edge NXT eTapestry (Blackbaud) Kindful CRM Also experienced in Salesforce, Salsa CRM, and Salsa Engage (Bonterra) CRM Integrations and Fundraising tools: QGiv Classy Quickbooks Mailchimp Constant Contact Payment Processor Integrations OneCause (formerly BidPal) Donorbox GiveButter WordPress Squarespace Docusign Donorbox Jotform Although I have particular expertise and experience in the software described above, I am familiar with and comfortable working with many other donor management software systems and fundraising tools. I hold a Master of Arts focusing on Civic Engagement and Philanthropy from Duke University, a Certificate in Nonprofit Management from Duke, and an undergraduate degree in Biological Sciences from Florida State University.

Microsoft Excel
Nonprofit Organization
Customer Relationship Management
Database
Blackbaud Raiser’s Edge
Kindful
Bloomerang
Fundraising
Database Management
Intuit QuickBooks
CRM Software
WordPress
$70 hourly
Rose-Ann O.
- 5.0/5
- (13 jobs)
✅ Over 15 years of experience in project management, team management, workflow creation and operations for Fortune 500 financial services companies ✅ Self-starter, detail-oriented, and disciplined holistic thinker ✅ Proven ability to successfully complete projects on time, within defined scope, and budget ✅ Managed and worked with small to mid-size teams remotely for over 10 years Who are you? Small, medium, or large businesses - all are welcome! You have a project/process/technology problem - hand them to me and I'll work with you to create and implement the most efficient solution! You don't have time for handholding another contractor - That's perfect because once you give me the details, I can take it from there. Why me? Quality work, attention to detail, and on-time completion are my number one priorities in any project I take on - please feel free to message me, and let's see how we can work together to implement a solution for your business problem! :) 📈 Client Projects + Feedback Workflow Optimization for Digital Marketing Agency ⭐⭐⭐⭐⭐ " Working with RoseAnn was an absolute breeze! She is professional, methodical, experienced and helped to guide us through this process. We loved every minute of working with her! Reliable, high quality work and good value for the money! " Anna P. - Project Manager, Amé Digital Agency Custom CRM + Automation Build for Online Course Creator ⭐⭐⭐⭐⭐ "I can recommend working with Rose-Ann because I was very happy with the work she’s done for us. She really took the time to understand our business and its specificities and came up with a CRM system that was tailor-made and suited our needs. Rose-Ann is knowledgeable and goes the extra mile to find solutions even if it's beyond her scope of work. She is patient, professional, and reliable. A true pleasure to work with!" Fadima F. - Online Business Manager, INNATE Traditions Project Management for Fortune 500 Asset Management Company ⭐⭐⭐⭐⭐ "I had the pleasure of working with Rose-Ann for a number of years - over the last year she worked with me to lead an enterprise-level project for the Fixed Income Risk department and did an amazing job. She worked closely with multiple business and technology teams to deliver against project objectives by providing project leadership for activities related to planning using Agile methodology, coordinated business/system requirements, as well as quality assurance testing and stakeholder communication. In addition to that, she proactively mitigated risk, effectively resolved issues, and produced quality deliverables. The project launched on time and Rose-Ann was a key reason why it did. Overall, I feel Rose-Ann has sound business knowledge, planning, analysis, and project management skills and is a great asset to any project she takes on." Sal V. - Sr. Program Manager for Fortune 500 Asset Management Company

Microsoft Excel
ChatGPT Prompt
Notion
Microsoft Power Automate
Make.com
Relationship Building
Automation
Zapier
Critical Thinking Skills
Google Sheets
Airtable
Project Management
ClickUp
ChatGPT
Asana
$60 hourly
Keith I.
- 4.9/5
- (5 jobs)
Experienced Power Platform Developer with 6+ years of experience in developing, customizing, and maintaining Dynamics 365 and Power Apps applications. Strong skills in Power Automate, Power BI, Visual Studio, SharePoint, and CDS/Dataverse. Proven track record of delivering projects in an agile project management environment.

Microsoft Excel
Data Science
Business Intelligence
Office Design
Office 365
Unity
Microsoft PowerApps
Automation
Game Development
Microsoft SharePoint Development
Microsoft Power BI
Python
C#
$35 hourly
Elicia M.
- 5.0/5
- (34 jobs)
Hello my name is Elicia, I’m a passionate social media and UGC content creator with a proven track record of crafting eye-catching, shareable content that drives engagement and boosts brand visibility. What sets me apart: ✅Versatility: I have the unique ability to create User-Generated Content (UGC) that resonates with any niche. Whether it’s fashion, tech, wellness, or any other industry, I’ve got you covered. ✅Timeliness: I understand the value of deadlines, and I pride myself on consistently delivering content on time, every time. Your success is my priority. ✅Efficiency: I’m all about working smart. My content creation process is efficient, ensuring high-quality output without unnecessary delays. My portfolio includes collaborations with big-name brands, and you can find glowing reviews from satisfied clients on my profile. I’m not just a content creator; I’m a brand enhancer, and I’m ready to make your brand the next success story! Let’s craft content that captivates your audience, sparks conversations, and drives results. Your brand deserves the very best, and that’s exactly what I deliver. Feel free to contact me! I look forward to creating long or short content for you and your brand ❤️

Microsoft Excel
Curriculum Development
Writing
Child
Active Listening
Management Skills
Social Media Content
Microsoft Word
Lesson
Food
Customer Service
Education
Retail & Consumer Goods
Food & Beverage
English
$75 hourly
Nick K.
- 5.0/5
- (12 jobs)
I am a Accounting, Finance, and Real Estate Professional with experience from Fortune 500 companies to small boutique firms. I am very detailed oriented which will benefit the work I can do for you., -Highly proficient in Microsoft Excel -Have modeled single transactions to multi year complex investments -I can provide financial projections based on historical and future data -Create full set financials, Income statement, Balance sheet, and Cash Flows -Booking keeping, Financial Reporting, and Trend Analysis

Microsoft Excel
Due Diligence
Accounting
Forecasting
Balance Sheet
Financial Statement
Finance
Market Research
Income Statement
Investment Research
Financial Projection
Financial Report
Financial Modeling
Investment Strategy
$85 hourly
Candy S.
- 5.0/5
- (11 jobs)
As an experienced instructional designer and facilitator, I specialize in creating learner-centered, interactive experiences that help people do their jobs better. Whether it’s developing a polished eLearning course in Rise or Storyline, or facilitating a virtual instructor-led training (VILT) session via Zoom, I ensure every training moment is clear, engaging, and impactful. I've designed and delivered learning solutions for organizations including Duke Health, ServiceNow, and the American Red Cross—translating complex material into practical, action-oriented content. My experience spans across asynchronous learning modules, instructor-led training (ILT), coaching-style small group discussions, and certification programs. What I bring to your project: End-to-end instructional design using Articulate Rise 360, Storyline, Canva, Camtasia, and more Experience facilitating ILT and VILT programs with high learner engagement and satisfaction Strategic learning paths that align with business outcomes Clear, branded facilitator guides, participant materials, and job aids Feedback-driven design with knowledge checks, learner input, and performance improvement in mind I also integrate AI tools like ChatGPT and WellSaid Labs voiceovers to streamline and enhance the learning experience—saving time without sacrificing quality. If you're looking for someone who can jump into your project, organize the chaos, and deliver polished, thoughtful training that gets results—let's connect.

Microsoft Excel
Learning Theory
Content Writing
Elearning Design
Elearning
Articulate
Guidebook
Handout
Microsoft Word
Microsoft PowerPoint
Articulate Storyline
Articulate Rise
Camtasia
Instructional Design
Online Instruction
$70 hourly
Hannah K.
- 5.0/5
- (6 jobs)
Clinical trial management professional with experience in running clinical trials from protocol design to study close out. Extensive experience working in startup environments creating departmental processes, templates, and framework for clinical trial execution. Extensive proofreading (QC/QA) experience with excellent attention to detail.

Microsoft Excel
Database Testing
Process Development
Research Protocols
Clinical Systems CTMS
Clinical Trial
Quality Control
Pharmaceutical Industry
Research & Development
Grammar & Syntax Review
Proofreading
$35 hourly
Charles M.
- 5.0/5
- (48 jobs)
If you are looking for an experienced Excel, MS Access, VBA, SQL or technology/consulting specialist, look no further. ✔ 100% Upwork Job Success ✔ 100% Client satisfaction ✔ Microsoft Certified ✔ 20+ Years of Experience ✔ Founder and Developer of Bid4Build Software There are many freelancers who can provide specific programming applications, one customer at a time, but few who have the technical acumen, skill and opportunity to create an enterprise-level solution. Bid4Build software was this solution which I successfully developed and supported for thousands of retail construction customers. That's an entirely different level of experience and capability which is a key differentiator in your selection of a freelancer. My passion is to work with clients to define and translate complex requirements into an optimized and user-friendly working solution. I have a deep understanding of technology and application design principles and how to apply them to create efficient and scalable solutions. I can use this knowledge to create applications that are specific to your requirements and work well. I am also skilled at workflow design and reducing data redundancy, which means that I will make sure that your data is managed in a way that is easy to use. I have over 20 years of industry experience with a strong understanding of the Microsoft Office suite of products and have expert-level proficiency in using VBA for Access and Excel to automate tasks and create custom applications. I have successfully delivered customized solutions to a diverse range of clients and industries, and have a proven track record of success in delivering projects on time and within budget. This includes all Upwork clients to date. Contact me today so we can discuss your project objectives. My focus is to provide you with a cost-effective and successful outcome. Let's collaborate to transform your requirements into powerful and user-friendly automated systems, enabling you and your business to achieve higher levels of productivity! As part of a consultation, I will be happy to review existing requirements, files and documents without cost or obligation for an award. I can commence a project immediately upon receipt of specifications, and typically provide recommendations with a prototype for review within a few hours of award or request.

Microsoft Excel
Data Analysis Consultation
Construction Estimating
Database Design
Software Documentation
Data Analysis
Database Programming
Database Development
Requirements Specification
Excel Macros
Microsoft Access
Excel Formula
Microsoft Access Programming
Visual Basic for Applications
Microsoft Excel PowerPivot
$55 hourly
Samantha L.
- 5.0/5
- (9 jobs)
Hello! I’m Sam, a passionate Process Engineer and Program Manager with a decade of proven experience in driving operational excellence across diverse sectors, including construction, technology, and telecommunications. My expertise lies in streamlining processes, enhancing cross-functional communication, and implementing automation to boost efficiency and uncover hidden revenue streams. With a strong foundation in financial analysis, project management, and change management, I excel at transforming challenges into profitable opportunities. Collaborating closely with clients, I strive to understand their unique needs, delivering customized, impactful solutions that align with their business goals. Areas of Expertise: Process Optimization & Automation Financial Analysis & Revenue Assurance Change Management & Communication Strategy Project & Program Management Cross-functional Collaboration & Team Leadership Strategic Planning & Implementation Ideal Projects and Clients: I am on the lookout for forward-thinking business owners, who are seeking to elevate their operational efficiencies and profitability. My ideal projects involve: Operational Process Optimization Implementation of Automation Tools Project Management and Organization Improvements Revenue Stream Identification and Maximization Strategic Business Development Consulting

Microsoft Excel
Program Management
Process Engineering
Financial Analysis
Revenue Management
Construction
Communications
Lucidchart
Microsoft Visio
Project Management
ClickUp
Change Management
Automation
Root Cause Analysis
Process Optimization
$75 hourly
Mike D.
- 5.0/5
- (4 jobs)
Proactive and methodical Project Management professional with extensive experience in establishing and leading Project Management Offices (PMOs). Expertise in creating policies, implementing processes, and driving efficiencies in IT and managed services environments. Skilled in fostering cross-functional collaboration, developing comprehensive documentation, and managing both people and processes to achieve measurable success. Core Competencies PMO Creation & Leadership | Policy Design & Implementation | IT Project Management | KPI Analytics | Documentation & Reporting | Risk Mitigation | Cross-Functional Team Management | Stakeholder Communication | Service Level Agreements | Process Optimization | Project Scoping | Statement of Work Management Technical Specialty SharePoint Online, Microsoft 365 Suite (Excel, PowerPoint, Outlook, Word), Power Automate, Power Shell, Asana, SmartSheets, ConnectWise, AutoTask, Python

Microsoft Excel
Project Management Support
Project Management
IT Project Management
Project Management Office
Data Analysis
Automated Workflow
$65 hourly
James A.
- 5.0/5
- (296 jobs)
I specialize in taking over the daily tasks of Amazon and eCommerce for Small to Medium sized business. Freeing up the entrepreneur to focus on the stuff they enjoy! I am a 20+ year Amazon Seller, Consultant & eCommerce Professional with extensive backround in Ebay, Shopify and 3rd Party Logistics.. I have had successful businesses in the following areas: Amazon & Ebay Computer Sales Computer Rentals Financial Services Transportation Restaurant & Hospitality Real Estate Investment My strengths are in the following areas: Amazon Account Creation & Setup Amazon Product Listing Creation Amazon Brand Registry Amazon A+ Content Amazon Branded Store Front Amazon PPC Management Amazon Inventory Management Amazon Account Suspensions & Reactivation Suppressed Listings Warehousing & Fulfillment 3rd Party Logistics Ebay Shopify Facebook Marketing Amazon Reviews Beta Testers Cold Calling Lead Generation Script Creation Sales Team Hiring Sales Team Training Social Media Marketing Brand Management & Marketing Creative Marketing PPC Marketing Management (Adsense/Adwords) Promotions & Street Team Management I have strong work ethic and attention to detail and can bring value to any project!

Microsoft Excel
Product Listings
Content Writing
Internet Marketing
Customer Service
Direct Marketing
Google AdSense
Advertising
Sales Writing
Phone Support
Time Management
Sales
Shopify
Amazon Webstore
Computer Skills
Social Media Marketing
$70 hourly
Jasleen K.
- 4.8/5
- (43 jobs)
As a Data Analytics and Business Intelligence Specialist with over 6 years of experience, I help businesses transform raw data into actionable insights through advanced dashboarding, reporting, and automation. ✅ Power BI Expert – I specialize in end-to-end Power BI solutions, from connecting to diverse data sources, building optimized data models, writing advanced DAX measures, to designing dynamic dashboards and KPI visuals. I’ve successfully migrated legacy reports (from Excel/Tableau) into Power BI and enhanced them with additional business logic, conditional formatting, drill-throughs, and user-friendly layouts. ✅ Dashboard Development & Automation – I have led multiple full-cycle reporting projects where I gathered requirements, worked with database teams to define efficient data models, implemented visualizations, and conducted training sessions for end users. My work supports data-driven decision-making at all levels. ✅ Data Engineering & Analysis – Skilled in building robust ETL pipelines using Python and SQL, integrating cloud solutions like Google BigQuery and Google Cloud Platform (GCP), and designing star/snowflake schema data models for scalability and performance. ✅ Advanced Tools & Techniques: DAX, Power Query, Dataflows, Row-level Security (RLS) Tableau & Tableau CRM (Einstein Analytics) Oracle SQL, GCP BigQuery, Excel (Pivot, Index/Match, VLOOKUP, Charts) Python for data wrangling and API integrations Documentation & user training for self-service BI 🚀 What sets me apart is my ability to work closely with stakeholders, understand business logic, and not just replicate reports—but improve them with automation, error handling, and scalable design. If you're looking for someone to build smart, scalable, and visually impactful reports—let's connect!

Microsoft Excel
Salesforce
Microsoft Power BI Development
Business Analysis
Data Analysis
ETL Pipeline
BigQuery
SQL Programming
Microsoft Power BI Data Visualization
Data Visualization
SQL
Python
Microsoft Power BI
Tableau
$20 hourly
Katarina P.
- 5.0/5
- (65 jobs)
I come from a background in retirement, quality assurance, and investment valuations. - I am extremely organized. I love checklists. - Communication is extremely important to me. Everyone should be on the same page. - I worked in Quality Assurance for 5 years and it is now part of who I am.

Microsoft Excel
Quality Assurance
Data Entry
Investment Strategy
$14 hourly
Gabriela B.
- 5.0/5
- (14 jobs)
Hi, I'm Gabriela, a pleasure to meet you!👋 If you are looking for customer support or virtual assistance You have reached the right profile! My priority is to be able to help you with your project so that you can have more time to focus on another area in your project. The primary services I offer are: ✅ Customer Support for E-commerce stores 🔸 Email Handling (Zendesk, Gorgias, Reamaze) 🔸 Chat (Talkto Live Chat) 🔸 Order Fulfillment (Amazon Seller Central, Printify, Follow-up emails, Zendesk, Etsy, Shopify, and inventory) 🔸 Customer follow-up/feedback collection 🔸 Customer service 🔸 Inventory management (InventoryLab) ✅ Administrative Work 🔹 Data Entry 🔹 G-suite (Google Docs, Google Sheets, etc.) 🔹 Microsoft Office (Word, Excel/ CSV files, Outlook, etc.) 🔹 Collecting emails and contact information 🔹 Internet Research 🔹 Organization (Trello, Asana, and Airtable) 🔹 File Conversion (PDF to Excel/Word) 🔹 Bookkeeping services (QuickBooks). 🔹 Inventory and invoicing. 🔹 CRM 🔹 Supplier management. ✅Platforms ▪️ Tailwind (for pinterest) ▪️ Notion ▪️ Capcut ▪️ Canva ▪️ Office Package ▪️ Printify, Etsy, Aliexpress and Oberlo I would love to talk and know in detail the goals of your project or company. I characterize myself as a person who learns quickly and is passionate about what I develop with each of my clients, so I can provide you with complete assistance and obtain positive results. Let's work together 🤝

Microsoft Excel
Canva
Amazon Seller Central
Inventory Management
Data Entry
Customer Service
CRM Software
Ecommerce Support
Email Support
$25 hourly
Allison G.
- 5.0/5
- (36 jobs)
I have a degree in English Literature and over 30 years of experience in the workforce. I have experience in legal and medical transcription, am a fast and accurate typist, and can provide editing and proofreading for any document. I love doing Online Research and have years of experience with generating contact lists. I am reliable, focused, and have great attention to detail. I look forward to working with you on your next project!

Microsoft Excel
Writing
Legal Assistance
Accuracy Verification
List Building
Online Research
Editing & Proofreading
Content Editing
Data Entry
Microsoft Office
Typing
Book Editing
Proofreading
Legal Transcription
Medical Transcription
$50 hourly
Patricia G.
- 5.0/5
- (1 job)
With over 6 years of expertise in tax compliance, project management, and client solutions, I deliver seamless, results-driven services for businesses. My recent role as a Project Manager and Senior Consultant at Avalara has involved leading over 100 projects to successful completion and implementing AvaTax solutions for tax compliance, returns, and exemptions. My focus on efficiency and process optimization has consistently resulted in cost savings and increased client profitability. Throughout my career, I’ve developed a robust skill set, including advanced integration troubleshooting with platforms like Shopify and QuickBooks and comprehensive project oversight for sales and use tax backfilling. Additionally, my background in client relations, research, and marketing from roles at Lenovo and Wells Fargo equips me with a broad perspective on business growth and client support. I bring strategic, personalized solutions tailored to meet the evolving needs of my clients.

Microsoft Excel
Customer Onboarding
Email Support
Customer Experience
Microsoft Outlook
Atlassian Confluence
Notarization
Sales Tax
Email
Phone Support
Project Management
Tax Preparation Software
Shopify
Email Automation
Jira
$25 hourly
Latasha E.
- 5.0/5
- (2 jobs)
Hi my name is Latasha D. Evans. I am an United States Army Veteran with one tour of deployment. I have been married for 18 years and have two children a boy and a girl. My experiences are doing a lot of data entry, customer service representative, tax services, and technical support work.

Microsoft Excel
Google Slides
Google Sheets
Google Docs
Google Calendar
Microsoft PowerPoint
$15 hourly
Naya H.
- 5.0/5
- (11 jobs)
As a highly proficient typist, I offer fast and accurate transcription services. With a typing speed of up to 100 words per minute and a 96-100% accuracy rate, I ensure timely and error-free results. My expertise extends beyond typing—I am well-versed in technology including different programs like MATLAB and SolidWorks and committed to delivering high-quality work. Transcription: Fast and accurate typing, attentive listening, and precise transcription. Technology Proficiency: Comfortable with various software tools and platforms. Creative Writing: Proficient in crafting engaging content, proofreading, and editing. Work Ethic: Hardworking and dedicated, willing to go the extra mile to meet project requirements. Feel free to reach out—I’m ready to contribute to your projects!

Microsoft Excel
Typing
SolidWorks
Microsoft PowerPoint
Techno
$35 hourly
Kyle F.
- 5.0/5
- (3 jobs)
Microsoft Excel Expert | Data Entry, Cleanup, & Report Automation Looking for a reliable, detail-oriented Excel specialist to handle your spreadsheets, data entry, and reports? I can help! With 13+ years of experience in workforce management and advanced Excel skills, I specialize in: 🔹 Excel Data Entry & Cleanup → Organizing, formatting, and de-cluttering messy spreadsheets 🔹 Spreadsheet Automation & Formulas → Creating efficient templates & reducing manual work 🔹 HR & Recruitment Reporting → Tracking employee data, talent market trends, & recruiting insights 🔹 Workforce Planning Dashboards → Building custom dashboards, pivot tables, & automated reports 🔹 Solving Business Problems → Data driven decision making, out of the box solutions, reliable and repeatable operational efficiencies 💡 I offer both entry-level and advanced Excel support – whether you need a simple spreadsheet fix or a more detailed reporting system, I’m happy to help!

Microsoft Excel
Product Testing
Research Methods
Fact-Checking
ChatGPT
Data Mining
Workforce Management
Mathematics
Data Collection
Data Cleaning
Project Management
Data Entry
Analytics Dashboard
Excel Macros
Excel Formula
$18 hourly
Kelly C.
- 5.0/5
- (39 jobs)
My background is in industrial engineering, specifically in process improvement and project management. In addition, I have significant experience in data entry, in bookkeeping, and in compiling financial statements.

Microsoft Excel
Data Mining
Bookkeeping
Data Entry
$23 hourly
Amber P.
- 5.0/5
- (8 jobs)
I am experienced in working for an environment demanding strong organizational skills. Committed to providing exceptional customer service. Detail-oriented and resourceful in completing projects, able to multi-task efficiently. I am reliable and hard working. Proficient in Microsoft Word/Works/Excel/Office, Windows, DocBuild, Easyfile, Profit Manager Software, all aspects of Citrix Agency Anywhere, Entrata, Canva, Venngage, YouGotListings, Zipperagent, Dotloop, Group Me, Slack, Zoom, and Google Workspace (Gmail, Admin, Drive, etc). Eager and able to learn any new tools needed to complete a task. B.A. in Mass Communications from Campbell University, Buies Creek NC (2002).

Microsoft Excel
Communications
Time Management
Customer Service
Data Entry
Phone Communication
Google Workspace Administration
Scheduling
File Maintenance
Database Management
Multiple Email Account Management
Administrative Support
Typing
File Management
$30 hourly
Hafiz M R.
- 4.9/5
- (459 jobs)
As an ACCA Member with over nine years of experience, I have partnered with numerous CPA firms and businesses across various industries. My expertise in bookkeeping, accounting, and tax preparation ensures accuracy, compliance, and strategic tax optimization for businesses of all sizes. 📌 Bookkeeping & Accounting Services ✦ Chart of Accounts Setup ⫸ Structured financial organization for clear reporting ✦ Transaction Management ⫸ Accurate categorization of income & expenses ✦ Bank & Credit Card Reconciliations ⫸ Maintaining financial accuracy and integrity ✦ Accounts Payable & Receivable ⫸ Efficient management of vendor payments and collections ✦ Inventory Management ⫸ Tracking stock levels and cost allocations for better control ✦ Payroll Processing ⫸ Managing payroll, including 1099 form preparation ✦ Financial Clean-ups & Reviews ⫸ Identifying discrepancies and ensuring compliance 📂 For more details, view my Accounting Profile. 📌 Tax Preparation & Compliance ✦ Tax Filing for Individuals & Businesses ⫸ Specializing in 1040, LLCs, S-Corps, and C-Corps ✦ Tax Law Compliance ⫸ Ensuring adherence to federal and state regulations ✦ Tax Optimization Strategies ⫸ Helping clients minimize liabilities and maximize deductions 📂 More details can be found in my Tax Profile. 📌 Why Work With Me? ✅ ACCA-Certified Expertise ⫸ A strong foundation in international and U.S. accounting standards ✅ Proven Industry Experience ⫸ Over 9 years of working with CPA firms & businesses ✅ Comprehensive Financial Services ⫸ One-stop solution for bookkeeping, tax filing, and compliance ✅ Tailored Financial Approach ⫸ Customized solutions aligned with business goals ✅ Dedicated Team Support ⫸ Ensuring accuracy, efficiency, and timely financial reporting 💼 Let’s optimize your financial processes with precision and expertise! 🚀

Microsoft Excel
Microsoft Office
QuickBooks Online
Gusto
Income Statement
Bookkeeping
Balance Sheet
Accounting Software
Cash Flow Statement
Bank Reconciliation
Chart of Accounts
Data Entry
Intuit QuickBooks
$50 hourly
Joe R.
- 5.0/5
- (19 jobs)
I'm Joe Romine, Thank you for looking at my portfolio. I have 6 years of dedicated backend support and 4 additional years of full-stack development. 𝐌𝐲 𝐏𝐫𝐨𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐢𝐞𝐬 𝐈𝐧𝐜𝐥𝐮𝐝𝐞: ✔ Web Skills: Angular 17, TypeScript, REST API integration, HTML, CSS ✔ NodeJS, ChatGPT Integration, AI, Stripe ✔ Database: MS SQL Server, MySQL, Oracle, Firebase, Postgresql ✔ Progressive Web Apps: Capacitor, Ionic, App Store Deployment ✔ UX/UI design: Figma ✔ Design Systems: Ionic, Material, Bootstrap ✔ Controls: cPanel , Plesk, Google cloud ✔ Mobile: Push Notifications to IOS and Android devices WHY CHOOSE ME: I ask questions to understand your users and environment. I do this to ensure that I can architect a solution that meets your needs for today and will scale into the future. I will never build you something that I can't stand behind. Everything is constantly changing, and I understand this well. My 10 years in the industry has taught me the values of patience and care. Thank you for taking the time to read my profile. I am looking forward to meeting you and learning about your business! Joe R

Microsoft Excel
Digital Signage
Google Sheets Automation
Ionic Framework
ChatGPT API
Firebase
NoSQL Database
REST API
TypeScript
SQL
Node.js
PHP
Angular
CSS
HTML
$45 hourly
Bruce B.
- 4.9/5
- (108 jobs)
I am an experienced CPA, CFO and accountant available for general accounting and tax engagements and as a fractional CFO. I am a Quickbooks Pro Certified Advisor and a Xero Certified Advisor. Also, I am proficient in Buildium. I can handle onboarding your company, routine maintenance and general Quickbook and Xero questions. Need help with Quickbooks or Xero clean up or a particular problem? In addition, I am very proficient with all Microsoft Office applications - especially Excel.

Microsoft Excel
Business Analysis
Xero
Buildium
CPA
Intuit QuickBooks
Tax Preparation
$30 hourly
Ana D.
- 4.5/5
- (22 jobs)
🚀 Accurate Books. Smooth Payroll. Stress-Free Admin Work. 🚀 Are you a small business owner, entrepreneur, or busy professional overwhelmed by bookkeeping, payroll compliance, tax preparation, or administrative tasks? I’m here to help! I am a Certified Bookkeeper, QuickBooks ProAdvisor, and Administrative Specialist with 6+ years of experience helping businesses streamline financial and operational processes. My goal is to save you time, reduce stress, and keep your back-office running efficiently. ⸻ 💼 How I Can Help: 📊 Bookkeeping & Financial Management ✔️ Bank & credit card reconciliations, transaction categorization & financial reports ✔️ QuickBooks & Xero setup, automation & troubleshooting ✔️ Accounts payable/receivable, invoicing & expense tracking ✔️ Cash flow management & budgeting 💵 Payroll & Tax Preparation ✔️ Payroll processing & tax filings (state & federal compliance) ✔️ Individual & business tax preparation (including ITIN applications) ✔️ BOI reports & compliance filings 🏢 Administrative Support for Small Businesses ✔️ Inbox & Calendar Management – Organizing emails, scheduling & task prioritization ✔️ Data Entry & Record Keeping – Maintaining digital files & financial documents ✔️ CRM & Workflow Management – Using ClickUp, Trello & Monday.com for organization ✔️ Vendor & Client Coordination – Managing contracts, invoices & communications ⸻ 🌎 Why Work With Me? ✅ Bilingual Support (English & Spanish) – Helping businesses connect with diverse clients ✅ Detail-Oriented & Reliable – Ensuring accurate, timely financials with zero stress ✅ Tech-Savvy & Proactive – Experienced with QuickBooks, Xero, Gusto, Expensify & Microsoft Office ✅ Small Business Focused – Providing tailored solutions for entrepreneurs & startups Let’s take your bookkeeping, payroll, tax prep, and admin work off your plate so you can focus on growing your business! 📩 Message me today to discuss how I can help!

Microsoft Excel
Expense Reporting
Virtual Assistance
Construction
Contract Negotiation
Management Skills
QuickBooks Online
Microsoft Office
Scheduling
Business Management
Bookkeeping
Accounting
Customer Service
Invoicing
Payroll Accounting
$8 hourly
Fermin G.
- 5.0/5
- (3 jobs)
I am currently a student trying to get some experience for my portfolio and learn what is not being teach in classroom, I am trying to major in computer information system, I have a little bit of experience in coding with java, python and html. I also think communication with the team is a big deal when working on project.

Microsoft Excel
Google Docs
Customer Service
Phone Communication
Java
Python
Spanish
$20 hourly
Meredith W.
- 4.3/5
- (404 jobs)
--Do you need help with finding people on LinkedIn (or elsewhere) that meet certain criteria? --Do you need help with web research and finding information online in order to free up your time for other tasks? In 2012, I landed a long-term project with Relationship Science that involved processing information from professional bios on company websites. For the past several years, I have developed a niche of identifying prospects on LinkedIn according to client specifications. For example, I can search a company on LinkedIn to find people with certain titles (demand gen, marketing managers/directors/specialists, C-suite, etc). I have experience with using Excel, Google Sheets, Salesforce, Hubspot and/or the client's own tool in order to record basic data and contact information. I got my start freelancing in 2009 with short-answer projects (Ask.com, ChaCha, kgb_, AQA, Triple Curve). These required me to search for information online and then write unique entries. Although I have since moved away from content writing, I still possess the web research and written English skills that allowed me to start my career and then flourish. And yes, I know how to use boolean searches to maximize the relevancy of results. *I also welcome seemingly random, hard-to-classify web research and data entry projects.* I am able to work productively with minimal supervision, and I love the repetitive and monotonous work that many people find boring. Because I often handle sensitive information, I'm willing to sign NDAs and have done so several times over the years. I will treat your information with the highest level of professionalism. Please reach out to start a discussion about your project. I look forward to helping you.

Microsoft Excel
Error Detection
Data Annotation
AI Model Training
AI Fact-Checking
Google Search
LinkedIn Development
Accuracy Verification
Data Labeling
Quality Control
Administrative Support
HubSpot
Salesforce CRM
Google Sheets
Data Entry
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