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Hire the best Microsoft Office Specialists in Ocala, FL

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Rating is 4.8 out of 5.
4.8/5
Based on 261 client reviews
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Samantha B.

Ocala, Florida

$25/hr
4.8
8 jobs
My professionalism and expertise will help you save time and money will providing support on how to efficiently operate your business to maximize cash flow and achieve future goals. I have been a Quickbooks Pro Advisor from 2018 to current. I have experience in both Quickbooks Desktop as well as online. I have over 10 years of bookkeeping expertise and completed my BAcc in Herzing University as Magna Cum Laude of my graduating class as well as earned my MAcc from Saint Leo University, graduating with a 3.7 GPA. I have bookkeeping experience in both not-for-profit and for-profit businesses regardless of size or longevity. I am specialized in various industries including construction, hospitality, legal, and real estate. As well as being extremely detail oriented and thrive in creating structure and organization to any business. Specialized in: - Quickbooks Start-up - getting all of your accounts connected and rules created to save time - Quickbooks Clean-up - organizing and inputting prior transactions to get your financials up-to-date - Day-to-day bookkeeping - inputting your transactions to provide real-time up-to-date financials - Monthly reconciliations - keeping track of all outstanding expenses and ensuring your bank and credit card accounts are kept current - Quickbooks Training - providing round-the-clock support and guidance on how to use Quickbooks efficiently
  • Microsoft Office
  • Financial Report
  • Account Reconciliation
  • General Ledger
  • GAAP
  • Intuit QuickBooks
  • Microsoft Excel
  • Accounting
  • Accounts Payable Management
  • Management Accounting
  • Accounts Receivable Management
  • Fact-Checking
  • Bookkeeping
  • Report Writing
Will L.

Ocala, Florida

$69/hr
4.8
525 jobs
As a corporate CFO, Wall Street banker, Director of Equity Research and senior bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. As a result, I know what a serious investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will even consider providing you with the money you need to build your business. In close collaboration with you I will create these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well-thought out business model were present.") Whether you need only a detailed financial model or both a model and full business plan or investor presentation package (including pitch deck, cap table, etc.), you can see samples of previous projects in my Upwork profile. I will build your Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Excel, let me know and I'll arrange access for you while we work together.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. (Let me know if you will require inventory tracking or a balance sheet. Most companies I work with do not and it is not included in my project pricing unless you specifically request it.) For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 15 - 18 work hours (add about 20% - 25% for a start-up, subscription-style revenue, a balance sheet or inventory management). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish once your payment method is verified by Upwork. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $69 - $89/hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (8 calendar days or less): 30%, 48-hour Rush Projects: 100% premium. All of my work time, including all phone conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand all of the details of your business. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons
  • Financial Report
  • Business Modeling
  • Financial Modeling
  • Business Valuation
  • Business Analysis
  • Financial Analysis
  • Business Plan
  • Business Writing
  • Business Planning & Strategy
  • Business Proposal Writing
  • Executive Summary
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