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Check out Personal Budgeting professionals with the skills you need for your next job.
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  4. (Current) Personal Budgeting Freelancers
  • $90 hourly

    • 5.0/5
    • (50 jobs)
    Do you ever wonder where your money goes each month? I can help you. I love numbers, budgeting, and balancing books! I've been a YNAB user since 2009 and now enjoy using it to help people improve their personal finances as a YNAB Certified Budgeting Coach. Have you been a Mint user? Many were shocked to hear that starting in January 2024, Mint will no longer be an available budgeting tool option. Credit Karma does not offer the ability to set monthly or category budgets. YNAB does. I can help you learn how to navigate YNAB yourself, or I can get it set up and maintain it for you. I worked in Accounting since 1999 and went on to get my degree in Accounting, but found setting up budgets and bookkeeping is my favorite part of working with finances. I enjoy working with individuals and families to make sense of their numbers and provide clarity.
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    Google Sheets
    Cash Flow Analysis
    Microsoft Excel
    Data Entry
    Bookkeeping
    Budget Management
    Bank Reconciliation
  • $45 hourly

    • 5.0/5
    • (78 jobs)
    I am an experienced full charge bookkeeper, specialized on QuickBooks online cleanup, troubleshooting and ongoing bookkeeping for small and medium businesses. If you don’t have the time or the dedication to keep your financial records up-to-date and error-free, I am here to help! I have a Master of Business Administration, I am a QuickBooks certified ProAdvisor, a certified Xero partner and member of the American Institute of Professional Bookkeepers. I also have extensive experience with , Gusto, , Paypal, Stripe, Square, Excel… I am organized, reliable, detail and customer-oriented, and truly enjoy learning about my client businesses. I am here to give you a stress-free experience so you can get your financials under control, set aside time, save money, make informed decisions for your future and be ready for tax season. Services provided to businesses (but not limited to) : * QuickBooks Online account set up, training and support * Catch up / Clean up of your books * Bank / Credit card accounts reconciliation * Accounts payable & receivable management * Providing periodic financial reports * Budgeting and cash-flow forecasting If you have any questions, please do not hesitate to message me or check out my website: oneuppbs.com
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    Gusto
    Xero
    Bill.com Accounts Payable
    Financial Report
    QuickBooks Online
    Accounts Receivable
    Bank Reconciliation
    Accounts Payable
    Microsoft Excel
    Bookkeeping
    Balance Sheet
    Accounting Basics
    Intuit QuickBooks
  • $90 hourly

    • 5.0/5
    • (105 jobs)
    I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.
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    Investment Research
    Investment Strategy
    Finance & Accounting
    Certified Financial Planner
    Financial Forecasting
    Financial Analysis
    Financial Modeling
    Investment Research
    Real Estate Investment Assistance
    Financial Planning
  • $100 hourly

    • 5.0/5
    • (70 jobs)
    I'm a Certified Public Accountant (Licensed in North Carolina and South Carolina) and Chartered Financial Consultant® with experience in accounting, accounting system implementation/migration, taxation, budgeting, not-for-profits, and financial planning. I am also a Certified QuickBooks ProAdvisor and Certified Xero Advisor, and have completed the AICPA's Not-for-Profit Certificate II. I have specific experience in developing budgets for nonprofits, tracking budgets, monthly, quarterly and annual financial reporting to the board of directors and other stakeholders, and more. I am knowledgeable in SAP, Abila MIP, QuickBooks, Xero, Wave, and Zoho accounting software and am able to learn new technologies quickly. I also have experience in the preparation and review of 990 tax returns for nonprofit tax returns, and have been successful in finding areas for correction where errors were previously overlooked. I have experience with personal and other corporate returns as well.
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    Nonprofit Organization
    Xero
    Accounting
    CPA
    Financial Planning
    Intuit QuickBooks
    General Ledger
    Tax Preparation
  • $65 hourly

    • 5.0/5
    • (17 jobs)
    My goal is to help you track your income and expenses to create an accurate picture of your financial situation, spend in ways that set you up for your future, and feel good about your situation. I specialize in personal/family bookkeeping, small service-based business, and real estate bookkeeping. I have 3 years of experience working with families and small business owners to take ownership of their money, set and achieve money goals, and stay organized to always know what is going on.
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    Account Reconciliation
    Financial Planning
    Financial Management
    Invoicing
    Financial Analysis
    QuickBooks Online
    Content Writing
    Financial Report
    Coaching
    Data Analysis
    Annual Report
    Bookkeeping
    Accounting Basics
    Microsoft Excel
    Intuit QuickBooks
  • $55 hourly

    • 5.0/5
    • (22 jobs)
    TOP-RATED Freelancer providing PERSONALIZED BOOKKEEPING services tailored to meet your specific needs. My goal is to assist small business owners in staying up to date with their QuickBooks or Xero accounts, analyzing financial reports, and addressing any financial weaknesses within the business. With my help, you can regain control over your company's finances. I understand the challenges faced by small business owners, including time-consuming data entry tasks, a lack of available funds for business growth, feeling overwhelmed by daily responsibilities, and dealing with intimidating correspondence or penalties from the IRS. That's where I come in. By managing your QuickBooks or Xero account and handling your bookkeeping requirements, I can free up your time, allowing you to focus on maximizing productivity. You can rest assured that your books will be current, well-organized, and easy to understand. Additionally, I will create clear financial reports every month, enabling us to promptly address any problematic areas, ultimately increasing your profitability and facilitating business growth. If you believe we are a good fit, I encourage you to reach out so we can discuss how I can support you in achieving your goals.
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    Gusto
    General Ledger
    Transaction Data Entry
    Income Statement
    Xero
    Account Reconciliation
    Balance Sheet
    Accounts Payable
    Accounts Receivable
    Cash Flow Statement
    Accounting Basics
    Bank Reconciliation
    QuickBooks Online
    Bookkeeping
  • $225 hourly

    • 5.0/5
    • (61 jobs)
    Expert Vetted by Upwork. I'm currently the CSO of a SaaS startup. I was previously co-founder/CEO of a mobile app startup. "C.E.O." really stands for Chief Everything Officer. I started my mobile app startup with no prior tech/startup background and have been through it all, so I know what works and doesn't work. I know how to build businesses and sell businesses to investors. I consult on the following: - Growth, capital-efficiency-oriented, and process-driven fractional CFO - Building Initial Enterprise Sales Funnels - Finding initial product market fit, early customers - Product/Sales/Marketing Strategy - Process design and implementation for customer acquisition funnel (huge champion of automation and AI integrations) - Startup/Management/Strategy - Product Development/Go-To-Market/Growth Hacking - Angel/Venture Funding Strategist Here are a few secrets: - Capital raising: You don't need a written business plan to get funded. No one reads them. To get funded, you need a strong team, good storytelling, a pitch deck, financials (historicals are 10x more valuable than forward projections), revenue/customer retention analysis, and an appendix. - Since Q2 2022, enterprises to SMBs have shifted their focus towards margin preservation, emphasizing cash flow, and being as lean as possible. The future of management is labor force elasticity based on gross margins, running your company with an extremely lean and elastic approach that is grounded on gross margin preservation/expansion -- having a system in place that allows you to quickly ramp up and ramp down your operations to match market demand, regardless of the economic conditions. Highlights: - CFO at Powerhouse.so an AI-driven software development SaaS company. (2023 - Present) - Currently VP of Strategy & Growth for an early-stage B2B DevOps SaaS startup. (2021-present) Results during my tenure: Reduced our S&M spend by 60%, Reduce our average CAC from 11.4K to 2.6K. Accelerate our LTM ARR growth from 49% to 94%. Our forward NTM ARR growth rate is +160%. - Fractional CFO at 3 startups, including a smart light bulb e-commerce startup with $30M+ LTM revenue; responsibilities include capital raising/planning and M&A advisory. (2021-present) - Startup consultant primarily focused on capital raising, strategic planning, market sequencing, critical path, GTM strategy, sales funnel, process improvement/automation -- Industry/vertical agnostic - B2B, B2C, B2B2C, Marketplace, On-Demand models. (2016-present) - Consultant for G2VP, San-Fran-based ESG VC (2020-2022) - Ex-CEO/Cofounder of a B2B (pivoted from B2C) AdTech mobile keyboard app startup (raised outside capital and exited). (2013-2016) - Ex-CPA for Ernst & Young in NYC, working in the Financial Services Transaction Services group. I provided valuations for private businesses in M&A deals ($1 billion+ market cap) and illiquid financial instruments. (2008-2013) I love the startup community and want to give back. My time is limited and valuable so I only want to work with companies I know I can add a lot of value. I will pass on work for another startup if I do not think I can help it become successful. Schedule a 30-minute intro call here: calendly.com/shuaipayne
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    Copy Editing
    Visual Basic for Applications
    Marketing Strategy
    Financial Modeling
    Lean Consulting
    Venture Capital
    Venture Capital Consulting
    Microsoft Excel PowerPivot
    Corporate Finance
    Proofreading
    Startup Consulting
    Management Consulting
    Microsoft Excel
    Product Design
  • $45 hourly

    • 4.3/5
    • (27 jobs)
    I have qualifications in the financial industry primarily in personal budgeting and investing. Recently obtained my Masters Degree in Finance and Business Administration.
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    Article Writing
    Blog Writing
    Content Writing
    Financial Analysis
    Google Slides
    Google Sheets
    Microsoft PowerPoint
    Microsoft Excel
    Investment Research
    Investment Preparation
    Financial Planning
  • $45 hourly

    • 5.0/5
    • (3 jobs)
    With a passion in helping people and paying it forward, I strive to help those in need and to teach when possible. Having several years of tour accounting and project budgeting while working with concert production, I have decided to redirect my skills to support individuals and small businesses with their bookkeeping and administrative needs. I offer typical bookkeeping services such as: - AP - AR - Invoicing & Billing - Data Entry and Reconciliation - Book Cleanup - Financial Statements - QBO & Chart of Accounts Set Up - Payroll via Gusto or QBO Payroll I offer Executive Assistance services such as: - Travel Booking Logistics (flights, hotels, ground. I also have a travel agent IATA number and get great hotel rates). - Access to Luxury Travel (high end hotels, private jets, black car service) - Email and Calendar Management - Scheduling - Website Editing - Light Social Media Content creation and management - Podcast Audio Editing and Transcripts - Expert knowledge of MS Office/Google Docs and Sheets - Cloud and File Management I'm addition, I have over ten years in the live event production management field. Highly motivated to learn and to always be improving, fine tune leadership skills, and to exceed personal limitations. Excels in organizing data and information in clear formats, for team members and clients to access data as needed. A true advocate of clear transparency in information, directives/goals, and constructive criticism. I respond to messages within 24 hours, and always available via phone, text, or email. Please don't hesitate to reach out with any questions or concerns. Thank you for your time and consideration
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    Bookkeeping
    Project Management
    QuickBooks Online
    Google Sheets
    Financial Planning
    Bank Reconciliation
    Intuit QuickBooks
    Accounts Receivable
    Microsoft Excel
    General Ledger
    Data Entry
  • $75 hourly

    • 4.5/5
    • (94 jobs)
    My name is Adam Baker and I am a Nonprofit CPA and Accounting Instructor at a community and technical college in the United States. I have 16 years of Nonprofit industry experience, as well as 12 years of teaching experience. I currently serve over 30 nonprofit clients with their accounting needs, including 990 (N, EZ, Full, PF), Audit/Review/Compilation, COA set up, and Accounting Oversight. I also teach both online and on campus classes in such areas as Fund/Nonprofit Accounting, Quickbooks, Payroll, Bookkeeping, Individual Income Tax, Business Tax, Business Math/Calculators. I am hardworking, trustworthy and easy to get along with!
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    Xero
    Bookkeeping
    Internal Auditing
    Financial Reporting
    Accounting
    Financial Management
    Financial Analysis
    Intuit QuickBooks
    Microsoft Excel
  • $50 hourly

    • 5.0/5
    • (106 jobs)
    10+ years working experience in Accounting, Taxation and Auditing services. Worked in reputable Chartered Accountancy Firms and listed company in Pakistan, Canada, and US. Possess a master’s degree in Commerce, Chartered Accountant from ICAEW (Member) and ACCA (Member) & ICMAP (Finalist). I am Network Member of Chartered Accountant’s Worldwide as well. I have helped organizations to perform budgeting, forecasting, and financial analysis to ensure profitability targets are met at minimum costs. Over the years have provided a wide variety of accounting services from full charge bookkeeping, payroll management, AR - accounts receivable, AP - accounts payable, auditing and business tax return preparation. I am Xero certified advisory, ProAdvisor of Quickbooks (QBO) and user of Oracle & SUN accounting software's. I can handle complete bookkeeping relating to property management and could assist property managers in managing property funds efficiently. I have managed law firms accounting and trust account reconciliations within Quickbooks. I am Clio expert and have great experience of 3way reconciliations. Here is the service I'm going to serve you best: • Maintain a Chart of Accounts • Record financial transactions, including purchases, sales, receipts and payments into journals, on either cash or accrual basis of accounting; • Manage accounts payable, including vendor bill paying; • Manage payroll and assist management in budgeting and forecasting; • Manage accounts receivable, including customer invoicing; • Perform bank reconciliations; • Post journal summaries into the general ledger at the period end; • Prepare the un-adjusted trial balance at the period end; And many more....
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    Xero
    QuickBooks Online
    US Taxation
    Buildium
    PropertyWare
    AppFolio
    Real Estate Financial Modeling
    CPA
    Financial Analysis
    Real Estate
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    Account Reconciliation
    Financial Report
    GAAP
    Financial Audit
    Bank Reconciliation
  • $30 hourly

    • 5.0/5
    • (25 jobs)
    I am an expert accountant with over two years of experience. My work has included interacting with all levels in an organization as well as interacting with several clients each with their unique needs and ensuring that their needs are met. Highly focused on delivering superior performance, I am self-motivated, result-oriented, detail-oriented, and easily adaptable. I am confident that I have the expertise and knowledge you require to help with your accounting needs I look forward to working with you. Kind Regards Oluwaseyi
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    QuickBooks Online
    Corporate Tax
    Investment Strategy
    Company Valuation
    Sales Tax
    Goods & Services Tax
    Accounting
    Accounting Software
    Sage 50cloud
    Budget Management
    Payroll Accounting
    Accounts Receivable
    Bank Reconciliation
    Accounts Payable
  • $50 hourly

    • 4.7/5
    • (304 jobs)
    Catch Up, Clean Up, Keeping up and Training for Start-up or Existing Companies. Industries I specialize in - Law Firms, Hospitality, Health Practices, E-Commerce, Marketing, Manufacturing & Retail Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 20 years. Also teach QuickBooks to other Accountants, Bookkeepers and Business Owners. Before you hire anyone, please let's setup a call so I can explain why there's a big advantage to hiring a Professional Bookkeeper with an Accounting degree. Located in the US. Very reliable! Software Systems Experience QuickBooks Enterprise, QuickBooks Online, Wave, Quicken, Expensify, Slack, HubDoc, Google Drive, Dropbox, ADP Workforce, ADP TotalSource, ADP Run, Paychex Flex, Gusto Payroll, Trinet, Paylocity, QuickBooks Payroll, Saga, TrialWorks, LawPay, Clio, Lockbox Application Full-service bookkeeping & Payroll Services for all clients will include the following - 1.Reviewing your books line by line to categorize any past transactions and reconcile your accounts 2.Ensure the accuracy of your books by maintaining your accounts throughout each month 3.Provide a seamless bookkeeping experience through communication between me and the client 4.Monitor the health of your business by running and reviewing monthly reports 5.Prepare you for tax time with a customized year-end review to hand off to your tax accountant 6.Provide ongoing support via on-demand chat and scheduled video conference. 7. Process payroll and Prepare 1099s if needed 8. I am certified in ADP, Paychex, Gusto payroll, Heartland Payroll, QuickBooks Payroll 9. I have certification in - QuickBooks, Wave
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    Xero
    Data Analysis
    Gusto
    Intuit Quicken
    Bill.com Accounts Payable
    Bill.com Accounts Receivable
    Accounts Payable Management
    Financial Reporting
    Accounts Receivable Management
    Intuit QuickBooks
    Bookkeeping
    Bank Reconciliation
    Microsoft Excel
  • $40 hourly

    • 5.0/5
    • (33 jobs)
    As an experienced Personal Finance Manager and Business Reporting Specialist, I am passionate about empowering individuals and businesses to make informed financial decisions that maximize their financial potential. With a diverse background in procurement, project cost accounting, system implementation, and budgeting, I possess a unique set of skills that sets me apart in the world of personal finance management and business reporting. Having held pivotal roles as a Procurement Manager, Project Cost Accountant, and Personal Finance Manager, I have honed my expertise in financial analysis, cost reduction, and strategic planning. My hands-on experience in various system implementations and budgeting projects has also given me a strong foundation in leveraging technology to optimize financial management processes. My services are tailored to provide personalized financial solutions to help individuals and families achieve their financial goals, build wealth, and secure a stable financial future. I specialize in budgeting, debt management, saving strategies, retirement planning, and financial education to ensure my clients understand their finances comprehensively. I offer expert guidance in financial reporting and budgeting for businesses to improve transparency, efficiency, and decision-making processes. My meticulous attention to detail and strong analytical skills allow me to deliver accurate and actionable financial insights that drive growth and profitability. When you work with me, you can expect clear communication, dedication to your financial success, and a customized approach considering your unique needs and aspirations. Let me help you unlock your financial potential and transform your personal and business finances for lasting success.
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    Financial Analysis
    Financial Consulting
    Financial Presentation
    System Installation & Upgrades
    Microsoft Excel
    Spreadsheet Automation
    Project Management
    Bookkeeping
    Financial Reporting
    Excel Macros
    Cost Accounting
    Personal Finance & Wealth Management
    Budget Management
    Financial Planning
  • $125 hourly

    • 5.0/5
    • (27 jobs)
    I am a small business owner and small business coach. I specialize in financial strategy and bookkeeping set-up. I have a collaborative approach and work closely with my clients to ensure they're able to perform bookkeeping tasks confidently and interpret financial reports.
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    Small Business Administration
    Account Reconciliation
    HubSpot
    Jira
    QuickBooks Online
    Microsoft Project
    Financial Analysis
    Smartsheet
    Strategy
    Data Analysis Consultation
    Business Consulting
    Project Management
    Bookkeeping
    Intuit QuickBooks
    Microsoft Excel
  • $60 hourly

    • 4.7/5
    • (11 jobs)
    I have a passion to help others achieve financial success. I can help high schoolers, young adults, married couples, people who are traveling and working remotely, really anyone who has ever asked "Why did I not learn this stuff in school?!" fits my ideal client. In our sessions, you will learn basic money concepts and begin formulating a plan to achieve financial freedom. We will go over the money pitfalls you or your family are currently facing and address these issues head-on. We will then discuss ways to increase income, save, build wealth, and find ways to make money work for you. I have also worked for almost a year now as a freelance content writer. I have created hundreds of pieces of content for several clients.
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    Instructional Design
    Curriculum Design
    Career Coaching
    Finance & Accounting
    Curriculum Development
    Behavioral Finance
    Online Instruction
    Writing
    Curriculum Mapping
    Coaching
    Face-to-Face Instruction
    Curriculum Plan
    Life Coaching
    Financial Writing
    Content Writing
  • $18 hourly

    • 5.0/5
    • (100 jobs)
    Searching for a Certified QuickBooks Expert or a Bookkeeper proficient in both QuickBooks Online and XERO? You're at the right place! I'm MD. Noor Islam, a top-rated QuickBooks Online Proadvisor and XERO Advisor on Upwork with over 4 years of dedicated experience in accounting, bookkeeping, and administrative support. Whether you require QuickBooks Online consulting, comprehensive bookkeeping solutions, or the proficiency of a QuickBooks expert, I've got your back. Here's a glimpse into my skill set and qualifications: 𝐀𝐂𝐂𝐎𝐔𝐍𝐓𝐈𝐍𝐆 𝐀𝐍𝐃 𝐁𝐎𝐎𝐊𝐊𝐄𝐄𝐏𝐈𝐍𝐆: ◉ QuickBooks ProAdvisor and QuickBooks Online Expert ◉ XERO Advisor and XERO Consultant ◉ Professional Bookkeeper skilled in accrual basis accounting, specializing in Professional Services, Small Business, Trucking, and ecommerce bookkeeping ◉ Proficient in QuickBooks Setup, Credit Card and Bank Statement Reconciliation, Accounts Receivable and Payable Management, Financial Accounting (GAAP), and Payroll ◉ Skilled in QuickBooks Cleanup, Transaction Data Entry, Journal Entry, Invoicing / Billing, and Preparation of Financial Statements (including Balance Sheet & Profit and Loss) 𝐀𝐃𝐌𝐈𝐍 𝐒𝐔𝐏𝐏𝐎𝐑𝐓: ◉ Excellent Data Entry skills with a focus on accuracy verification ◉ Proficient in Research, Data Visualization, and Data Scraping ◉ Well-versed in Google Docs, Web Scraping, and Microsoft Office (Word, Excel & PowerPoint) ◉ Skilled in Administrative Support, Data Mining, and Internet Research ◉ Accomplished Virtual Assistant delivering reliable and efficient assistance ◉ Capable of PDF Conversion and well-acquainted with CRM Software 𝐓𝐎𝐎𝐋𝐒 𝐀𝐍𝐃 𝐒𝐎𝐅𝐓𝐖𝐀𝐑𝐄: ◉ QuickBooks Online ◉ XERO ◉ Bill.com ◉ Buildium ◉ QuickBooks Payroll ◉ Gusto ◉ Upwork Time Tracker ◉ Hubstaff ◉ Amazon Seller Central ◉ ClickUp, Trello, Asana ◉ Schedule & Communication: Google Calendar, Upwork Message, Gmail, Zoom, Google Meet, Microsoft Teams, WhatsApp, Slack, Skype ◉ Document Storage: Onedrive, Google Drive, DropBox ◉ Data Analysis: Microsoft Office (Excel, Word, PowerPoint) or Google Workspace (Sheets, Docs, Slides) 𝐀𝐂𝐂𝐎𝐌𝐏𝐋𝐈𝐒𝐇𝐌𝐄𝐍𝐓𝐒: ◉ Facilitated a small business in saving $7,000 yearly in accounting fees by implementing an efficient QuickBooks Online system. ◉ Produced impactful financial statements that enabled a client to secure a $1 million loan. ◉ Successfully lowered a client's accounts payable by 25% through the implementation of a streamlined bill-tracking system. 𝐌𝐘 𝐆𝐎𝐀𝐋𝐒: ◉ Ensure seamless integration of clients' financial data into QuickBooks Online and XERO, guaranteeing accurate bookkeeping. ◉ Strive for real-time updates and transparent reporting to enhance clients' decision-making. ◉ Optimize clients' bookkeeping processes, harnessing QuickBooks Online and XERO's advanced features. 𝐂𝐎𝐍𝐓𝐀𝐂𝐓 𝐌𝐄 𝐓𝐎𝐃𝐀𝐘 Ready to elevate your business? Let's discuss your project and how I can contribute to your growth. As a top-rated freelancer on Upwork, I'm confident in my ability to deliver the expertise you require. Reach out today to initiate a productive collaboration. Kind Regards, MD. Noor Islam Top Rated Plus Freelancer on Upwork.
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    Balance Sheet
    Payroll Accounting
    Ecommerce
    Accounting Software
    Financial Accounting
    Accounting
    Account Reconciliation
    Bank Reconciliation
    Accounts Receivable
    Intuit QuickBooks
    Accounts Payable
    Xero
    QuickBooks Online
    Light Bookkeeping
    Bookkeeping
  • $35 hourly

    • 4.5/5
    • (384 jobs)
    With a Bachelor's degree in Accounting and Finance, I received CPA Excellence Award in Australia and I am an Advanced Certified QuickBooks ProAdvisor and currently working in California. Experience-wise, I have 20 years of accounting and finance experience gained from Big 4 and Fortune 500 corporations. Now I am running back office support company in Los Angeles providing bookkeeping, accounting, financial analysis, and outsourced controller services to small to mid-sized businesses locally and internationally. My service packages include: 1) Basic monthly bookkeeping This service is available for clients worldwide as long as you are using QuickBooks Online and provide monthly bank statements. Output includes a set of financial statements including Profit and Loss, Balance Sheet, and Cashflow Statement for your year-end tax filing. Additional graphs about your financial performance are also included. 2) Financial Planning & Analysis What do the numbers tell about your business? I analyze them, run a set of financial ratios and KPIs and give valuable insights about your business. These ratios help pinpoint areas in your business that require attention which ultimately results in increased profitability and productivity. 3) Outsourced Controller/CFO I provide on-site outsourced Controller/CFO services to station at your business (Los Angeles) or virtual controller/CFO service to help manage your accounting department, including reviewing and re-engineering the financial policies and procedures and providing advice on how to increase your profitability and productivity through best practices. 4) Business Consulting Service Other team members are professionals with over 25 years of experience in general management, accounting & finance, especially in the Mergers & Acquisitions field. We help provide hands-on management to your business or business advice as a virtual business consultant. Serving small businesses professionally both in Los Angeles and worldwide is my mission. Please drop me a line and let me know what I can do for you.
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    Accounting
    Financial Analysis
    Finance & Accounting
    Management Accounting
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Financial Report
    Financial Variance Analysis
  • $20 hourly

    • 5.0/5
    • (240 jobs)
    Thank you for looking at my profile. Being an UPWORK TOP RATED PLUS accounting and tax professional with 6 years of experience, 200+ satisfied clients, and 7000+ working hours on Upwork, I bring to the table for YOU:- 1. Accounting/bookkeeping- Using Quickbooks Online/desktop, Xero, Wave, Zoho etc. 2. US Tax planning & preparation- 1040, Expat 1040, 1120, 1120S, 1065, 990, company formation, Ein formation, paralegal guidance. Who I am? I am a Chartered Accountant(ACCA) with more than 6 years of corporate accounting and tax advisory experience. Also Bachelors in Professional Accountancy from Oxford Brookes University. What are my top skills? My top skills includes the following: 1. Accounting in QuickBooks, XERO, Wave and other Accounting Softwares. 2. Accounting Standards Evaluation – GAAP & IFRS 3. Bank Reconciliations statements 4. Reconciliations, and Management Summary 5. Payroll Tax / Form 941 / 944, W2 preparation. 6. Financial Modelling / Forecasting Budgeting 7. Accounts Receivable / Accounts Payable Management 8. 1099-Misc Reporting I do everything in power to provide excellent services to my clients using the above applications on an ongoing basis. Please review tax preparation profile for tax projects and accounting profile for accounting, bookkeeping and other projects. Regards, Hamdan Qureshi.
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    Tax Planning & Advisory
    Tax Accounting
    Tax Law
    Financial Statement
    CPA
    US Taxation
    Accounting
    Income Statement
    Accounts Receivable
    Intuit QuickBooks
    Bank Reconciliation
    Tax Preparation
    Tax Return
    Balance Sheet
    Bookkeeping
  • $75 hourly

    • 5.0/5
    • (39 jobs)
    I'm a financial writer who takes a creative approach to educating and informing audiences using easy-to-understand language that gets to the point. In addition to holding a master's degree in writing, I'm also a REALTOR® and a former insurance agent and journalist. My specialties include: 🏠 Residential real estate 📝 Mortgages (and other types of consumer debt) 🚗 Insurance What You Can Expect From Me: ✅ What you can't get from ChatGPT (Concise, human-centric content that's reliable and well-researched) ✅ Creative, original content that tells your unique story ✅ Simple, straightforward content that's clear and concise ✅ On-time delivery, every time ✅ A personalized, one-on-one experience ✅ A high degree of professionalism Services I offer: 🔹 Engaging website copy 🔹 Press releases 🔹 Content writing 🔹 Editing and proofreading I'm excited to learn about your business and how I can help you communicate with your target market to drive sales and web traffic and pursue your objectives. Please message me if you have any questions, and thank you for visiting my profile!
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    Content Writing
    Financial Writing
    Insurance
    Copywriting
    Real Estate
    Life Insurance
    Website Copywriting
    Sales Copy
    Blog Content
  • $55 hourly

    • 5.0/5
    • (8 jobs)
    I’m Sara Hobbs, a former banker, and my specialty is helping business professionals take control of their personal finances and reclaim their life. Managing money shouldn’t monopolize your time, your energy and prevent you from living life to the fullest. My personal bookkeeping services will alleviate your financial stress and restore balance. As a busy professional, you have limited time to spend with the people you love, doing the things you love. When you have free time, the last thing you want to do is catch up on finances and make sure your budget is on point. It's times like these when you realize you're better off outsourcing the banking and budgeting basics to a financial professional like me instead of spending your downtime combing through a spreadsheet. AS YOUR PERSONAL BOOKKEEPER & CFO, I'LL HELP YOU: • Reconcile bank statements. • Categorize expenses. • Monitor spending habits. • Report on trends. • Create and monitor your budget. • Hold you accountable. • Tell me if I've missed anything. Chances are, it's in my wheelhouse, too. Let me help you regain control of your time and your life. Contact me today, and let's talk about what I can do to help you! ABOUT ME: I spent more than twenty years in banking, serving families and business clients in many ways, from analyzing their banking needs to providing business capital. I've helped all types of people achieve their financial goals and taught them how to stay on track to maintain long-term financial success. When you partner with me, I’ll put my proven track record and financial know-how to work for you. Whether you’re looking for help with your day-to-day money management basics, or you want an accountability partner to coach you to financial health, I have something for you!
    vsuc_fltilesrefresh_TrophyIcon Personal Budgeting
    Budgeting & Forecasting Software
    Intuit QuickBooks
    Interpersonal Skills
    Business
    Project Management
    Financial Statement
    Credit Counseling
    Strategy
    Budget Planning
    Entrepreneurship
    Problem Resolution
    Credit Repair
    Financial Consulting
    Customer Service
  • $70 hourly

    • 4.9/5
    • (106 jobs)
    I am a CPA with over 20 years of experience. I have been helping small businesses and individuals with their accounting and taxation needs in many industries including Real Estate and eCommerce and non-profit. I use innovation and technology and am proficient in QuickBooks, Wave, Xero, Excel and many other apps to streamline the bookkeeping process. I am an authorized IRS e-file provider and can prepare and file federal and state income taxes. I can help you run payroll and file sales tax returns in various states. Please contact me to discuss your project.
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    CPA
  • $25 hourly

    • 4.4/5
    • (15 jobs)
    As an executive assistant and project manager with more than four years of experience, I have been able to help many business owners and founders grow and scale their companies. The scope of my services includes overseeing and managing their business closely in all aspects. I am competent in a wide range of areas including but not limited to Sales, Marketing, Finance, Payroll, and Taxes. Throughout my career, I've helped entrepreneurs, business owners, MDs, and executives run successful businesses through market research, finding providers and suppliers, and even selling their first products. I am an experienced development practitioner with a versatile skill set that includes critical thinking and problem-solving. I am proficient and efficient in all core administrative functions of the corporation, including, but not limited to: -Marketing and Sales. -Phone, email, and calendar management. -Zapier, process automation, and workflow. -Meeting planning, scheduling, and sending reminders. -Research, report preparation, document editing, and proofreading. -Note-taking, transcription, and follow-up action items -Billing and preparation of statements and invoices. -Organizing and filing records. -Maintaining the confidentiality of sensitive information. -Manage blog posts and social media accounts. -Hiring staff -Onboarding and training of new hires. -Overseeing the job performance of the staff. -Tracking and ensuring successful project completion. -Creating process guides and workflows to ensure task continuity. - Public Relations Having a perfect score on Upwork just shows how responsible and hardworking I am. You will not have to worry about losing track of me because your business is always on the top of my priority list.
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    Medical Administrators International SIGMA
    Project Management
    Community Engagement
    Employee Onboarding
    Medical Billing & Coding
    Customer Onboarding
    Accounting Basics
    Employee Training
    Price & Quote Negotiation
    Sales & Marketing
    Social Media Design
    Taxes
    Market Research
  • $20 hourly

    • 5.0/5
    • (9 jobs)
    I am a Xero Certified Advisor and QuickBooks Pro Adviser since May 2017. I have completed serving more than 5 clients in setting up their company, followed by additional jobs like uploading back years' data, ongoing bookkeeping, etc. I have been passionate about accounting for several years. Even in my childhood education, I gravitated toward math and logic. I enjoyed finding practical solutions to real-world problems and using critical thinking to work out a plan and reach a conclusion. Now I am an ICAB student member with obtained 2nd position in faculty in BBA with a CGPA of 3.71 in Finance from Ahsaullah University of Science & Technologies and MBA with CGPA of 3.20 in Finance from Bangladesh University of Professionals(BUP) . I have over eleven years of experience working in Accounting Practices and working as a QuickBooks and Xero Implementation Expert with several USA, Canada, UK, and Australian Accounting firms and Tax Consultants. I'm very passionate about making a difference. When I'm involved with a project at work, I want to do my best to achieve success. I love the fact that I help people make better decisions. It's not just about the numbers. It's not about balance sheets, profit and loss, and other financial reports. They are just the technical tools we use. The technical aspect is fulfilling in itself because I find that side of it intellectually stimulating. But I like the way this job allows me to make a difference in the decisions made by my clients, and hopefully, they have a more successful business as a result of my input. I am looking forward to contributing to your business growth as a team member of your business.
    vsuc_fltilesrefresh_TrophyIcon Personal Budgeting
    International Financial Reporting Standards
    Accounts Payable Management
    Xero
    Accounts Receivable Management
    Accounting
    Bookkeeping
    Account Reconciliation
    Intuit QuickBooks
    Cost Analysis
    GAAP
    Bank Reconciliation
  • $10 hourly

    • 5.0/5
    • (3 jobs)
    I am currently working as an Executive Officer in Accounting Beez LLC. And also studying Association of Chartered Certified Accountants (ACCA) under Oxford Brookes University. I have completed the following courses : * Recording Financial Transactions * Management Information * Maintaining Financial Records * Managing Costs and Finance * Accountant in Business * Management Accounting * Financial Accounting * Corporate and Business Law * Taxation - UK I have strong command on the following software: * Microsoft Office * Quickbooks Online * Xero Interpersonal • Team work • Punctuality • Congeniality • Emotional Intelligence
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    Microsoft Office
    Bookkeeping
    Data Analysis
    Accounting
    Xero
    QuickBooks Online
    Intuit QuickBooks
    Microsoft Excel
  • $75 hourly

    • 4.5/5
    • (5 jobs)
    I am a QuickBooks ProAdvisor offering QuickBooks Online bookkeeper services. I have experience working with non-profits as well as small and medium sized businesses. I offer personalized service for my clients. I value integrity, transparency, and excellence. I am also a certified YNAB budgeting coach. I help clients set up their You Need a Budget (YNAB) accounts and train them in best use of the system as well as budgeting techniques which provides clarity and control over their finances. I was a professional organizer in a prior career and bring all of my skills and expertise to everything I do.
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    Nonprofit Organization
    Accounts Payable
    Organizer
    Google Sheets
    Microsoft Excel
    Bank Reconciliation
    Accounts Receivable
    QuickBooks Online
    Bookkeeping
  • $40 hourly

    • 4.1/5
    • (7 jobs)
    ✔Executive/Virtual Assistant ✔ Team management ✔Business management ✔Recover your time freedom Welcome to my profile! I am a dedicated and results-oriented professional virtual assistant and business manager with a proven track record of providing exceptional support to clients across various industries. With my expertise in streamlining operations, optimizing productivity, and ensuring seamless communication, I am well-equipped to help you achieve your business goals. Whether you need assistance with administrative tasks, project management, or strategic planning, I am here to support and take your business to the next level. As a business manager, I can provide tailored advice and guidance to help you achieve your goals. I will work with you to create an effective plan so that you can work smarter, not harder. I can also help you unlock the hidden potential in your team. My proven strategies will help you streamline processes, cut down on wasted time, and increase overall productivity. I look for ways to improve your business for higher productivity and time freedom. With a decade of experience as an operations manager, I recruited, trained, and managed 65 employees daily (150+ on high season), from which I selected and trained 3 successful location managers, 6 supervisors, and 2 assistants. I have two years of experience with a high-ticket coach where I wear many hats and created systems for efficiency. Here is an overview of my skills: 🎯Administrative Support🎯 Calendar management Email management Data entry Document preparation and formatting Travel arrangements and expense reporting 🎯Project Management🎯 Creating project plans and timelines Task coordination and delegation Progress Tracking and reporting Research and preparation 🎯Business Development and Strategy🎯 Create business plans Identify growth opportunities Monitor industry trends and competitors Develop strategies for increased profitability Quality control reports ⭐Why me?⭐ I have extensive experience in virtual assistance and business management. Strong organizational skills to handle multiple projects. Excellent problem-solving abilities. Attention to detail. Proactive and adaptable mindset. Commitment to maintaining confidentiality and data security. Exceptional communications skills. ⭐Let's schedule a 30-minute call and discover how I can support your business!⭐ ⚙Skills and Tools⚙ Proficiency in Microsoft Office and Google tools. Project Management Platforms: Asana, Trello, ClickUp, ZOHO, Notion CRM: Airtable, 17hats, ZOHO, Dubsado Digital Design Platforms: Kajabi, Freshlearn, Podia Manual landing page edition using HTML, CSS, Javascript Design tools: Canva, Capcut Social Media: Buffer, Facebook, Instagram, Linkedin, Pinterest, Alignable, Youtube Email Marketing: Active Campaign, Constant Contacts, Mailchimp and others.
    vsuc_fltilesrefresh_TrophyIcon Personal Budgeting
    Business Operations
    Operations Management Software
    Project Management
    Team Management
    Time Management
    Productivity Tool
    Communications
    Customer Service
    Scheduling
    Data Entry
    Customer Support
    Administrative Support
    Executive Support
    Management Skills
    CRM Software
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