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UpWork's most experienced attorney freelancer. Licensed attorney with 15 years of experience. Trusted advisor to businesses, entrepreneurs, professionals, and individuals seeking practical legal guidance, strategic risk assessment, and effective solutions to legal and business challenges. Experience includes contracts, labor & employment matters, business disputes, liability issues, intellectual property, legal research, and strategic advisory services. Graduate of Vermont Law School and Seton Hall University with four advanced degrees. Since launching my practice, I have assisted more than 1,000 businesses and individuals with contracts, disputes, employment matters, risk management, compliance, and strategic legal guidance. I focus on practical solutions, responsive communication, and helping clients make informed decisions that protect their interests and achieve their objectives. Just read what my clients have said below.

✅ Professional Bookkeeper with over 6 Years of Specialized Experience in Accounting and Tax Filing ✅ QuickBooks Pro Advisor Elite ✅ Expert in Tax Filing and Preparation Hi there! My name is Bill Lawrence and I'm a highly skilled Enrolled Agent and QuickBooks Expert Freelancer with a passion for bookkeeping, tax filing, and financial management. I specialize in delivering top-notch accounting solutions to clients, helping them streamline their financial processes and achieve accurate and organized records. What sets me apart is my in-depth knowledge of QuickBooks Online. I have a strong command of the software's features and functionalities, enabling me to efficiently handle various aspects of financial management, such as bank reconciliations, accounts payable and receivable, payroll processing, and financial reporting. What I Offer: Catch-Up, Clean-Up, and Quarterly Maintenance Services: Comprehensive management of financial records, ensuring accuracy, and keeping your books up-to-date. Professional Bookkeeping: Extensive hands-on experience in handling day-to-day bookkeeping tasks, maintaining accurate records, and ensuring compliance with accounting standards. QuickBooks Consulting and Training: Tailored QuickBooks solutions to optimize your accounting processes, including personalized training sessions. Tax Filing and Consulting: Expertise in tax preparation and filing, ensuring compliance and maximizing tax benefits for your business. ✅Individual Income Tax Returns: W-2, 1099, and self-employment income Deductions and credits State and local taxes Itemized deductions Capital gains and losses ✅Business Tax Returns: Sole proprietorships Partnerships Corporations S Corporations LLCs ✅Tax Planning and Strategy: Minimizing tax liability Maximizing deductions and credits Retirement planning Estate planning Why Choose Me? Extensive Expertise: My background in accounting, coupled with my QuickBooks Pro Advisor certification, equips me with the skills to handle all your bookkeeping and tax needs efficiently. Proven Reliability: Based in the US, I am committed to providing reliable and dedicated service, allowing you to focus on scaling your business without the stress of financial management. Attention to Detail: My strong organizational, problem-solving, and analytical skills ensure meticulous attention to detail, effective priority management, and seamless workflow operations. Proactive Approach: I take initiative and am self-motivated, ensuring your business operations run smoothly throughout the entire cycle. Excellent References: Supported by outstanding references, my proficiency and dedication to delivering exceptional results are well-validated. Let's Connect! I am available to review rates and discuss how my services can be tailored to fit your specific business requirements. Feel free to reach out to discuss your needs and see how I can help you achieve your business goals efficiently and effectively. Let's make your financial management hassle-free and position your business for success!

My career in workplace safety is built from a simple belief: safety should make sense to the people doing the work. After years working hands-on in manufacturing environments, I saw how often safety programs looked good on paper but failed on the floor. So I began consulting to help small businesses build systems that are clear, practical, and actually used. I provide HSE consulting and workplace safety support for small manufacturing and automotive companies, including: Safety policy and procedure development OSHA-aligned program creation and documentation Workplace safety audits and gap assessments Job hazard analyses (JHAs) ISO 9001, 14001, and 45001 Internal Audit / Compliance Guidance Training program development and custom training content SDS program organization and hazard communication support Incident review and corrective action planning Safety culture improvement strategy My focus isn’t just compliance — it’s clarity. I help owners and managers turn overwhelming regulatory requirements into organized, streamlined systems their teams can confidently follow. As my service offerings grow, I’m also integrating human-centered design principles into my work, with the long-term vision of building more intuitive, user-friendly workplace systems. Because safety shouldn’t live in a binder. It should live in how your business operates every day.

Most $100K-$500K technology failures start with one bad decision — and by the time you realize it, the money's gone. The founder approves the dev agency. The CEO commits to the AI platform. 6-12 months later: project stalled, budget burned, nothing shipped. I help you see the fatal flaws BEFORE you commit the capital. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢: I provide Fractional CTO Advisory — independent technical validation for founders, investors, and CEOs making technology decisions that can't afford to fail. When you're about to commit $200K to a dev agency, hire your first CTO, or approve a legacy system replacement — you need someone who's seen it go wrong 50 times. I find the fatal flaws vendor pitches hide: • Architecture constraints that make roadmaps impossible • Development estimates 3x too optimistic (blowing your runway) • Integration assumptions that break under real conditions • Missing decision ownership letting projects drift 6+ months My rate is $250/hour, but most work is structured as ADVISORY PACKAGES: 𝟭. 𝗧𝗘𝗖𝗛𝗡𝗜𝗖𝗔𝗟 𝗗𝗨𝗘 𝗗𝗜𝗟𝗜𝗚𝗘𝗡𝗖𝗘 𝗦𝗣𝗥𝗜𝗡𝗧 Question: "Should we invest/hire this agency/approve this project?" Deliverable: Go/No-Go recommendation (3-5 days) At stake: $50K-$500K | Fee: $5K-$8K ROI: One avoided bad hire pays for 5+ years of diligence 𝟮. 𝗣𝗥𝗘-𝗙𝗨𝗡𝗗𝗥𝗔𝗜𝗦𝗜𝗡𝗚 𝗧𝗘𝗖𝗛 𝗣𝗔𝗖𝗞𝗔𝗚𝗘 Question: "How do we pass investor technical diligence?" Deliverable: Investor-ready docs + Q&A prep (1-2 weeks) At stake: $500K-$3M round | Fee: $4K-$7K ROI: Failed fundraising costs 3-6 months + founder credibility 𝟯. 𝗖𝗧𝗢 𝗔𝗗𝗩𝗜𝗦𝗢𝗥𝗬 𝗥𝗘𝗧𝗔𝗜𝗡𝗘𝗥 Question: "Who do we call for CTO-level judgment without a CTO?" Deliverable: On-call guidance (5-8 hours/month) At stake: $100K-$300K quarterly spend | Fee: $3K-$5K/month ROI: One bad vendor/architecture choice costs $150K+ to unwind 𝟰. 𝗖𝗨𝗦𝗧𝗢𝗠 𝗔𝗗𝗩𝗜𝗦𝗢𝗥𝗬 CTO transitions, dev agency evaluation, legacy modernization, AI feasibility — pricing based on complexity and capital at risk. 30-minute discovery call (free) to assess what you're protecting and recommend the right model. I do NOT provide hands-on dev, team management, or embedded roles (20+ hrs/week). I provide independent judgment preventing costly mistakes. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 𝗪𝗛𝗬 𝗧𝗛𝗜𝗦 𝗠𝗔𝗧𝗧𝗘𝗥𝗦: Technology failures hide in: • Dev proposals skipping hard integration questions • "Modern stack" pitches ignoring your operating constraints • AI demos working in labs but failing in production • Roadmaps assuming 5 things go perfectly — all 5 wrong 6-12 months post-contract: budget spent, runway shortened, asking "how did we miss this?" You missed it because the pitch looked credible, the agency spoke confidently, the contractor said "feasible" — and no one asked questions exposing fatal flaws BEFORE commitment. I ask those questions. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 𝗪𝗛𝗔𝗧 𝗜'𝗩𝗘 𝗣𝗥𝗘𝗩𝗘𝗡𝗧𝗘𝗗: 25+ years as CTO across defense, water infrastructure, energy, fintech, edtech — 14M+ endpoints, zero-downtime environments. Recent outcomes: • $250K dev contract avoided — assessment revealed team lacked integration experience (founder negotiated 40% better rate elsewhere) • $1.2M seed secured — package removed investor concerns (diligence passed first review, 30-day close vs 60-90) • $180K AI killed at 60 days — retainer ID'd misaligned case before $140K more spent • $320K migration, zero downtime — rollback protocol designed, 12% under budget • $150K saved on CTO hire — assessment caught skill gaps founder couldn't evaluate I understand startup urgency AND enterprise reliability — critical when burning $50K-$100K/month. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 𝗖𝗟𝗜𝗘𝗡𝗧𝗦: "Finding Daniel was hitting 'Triple 7's'! Grasped our concept immediately, provided extremely valuable insight. Tasked him with vetting dev teams — methodically found perfect fit. Without Dan, wouldn't have achieved our progress. Cannot recommend enough." — Steve, ZinZuu "In the first few minutes Daniel showed us he's a true professional and expert. He provided more value than we asked for and really simplified complex technical things in terms our whole team understood. Highly recommend for advice on development projects." — Robert, Private - Startup Initiative "Knew within minutes we found who could lead us to launch. Detail oriented, professional, responsive, excellent communication. Knowledgeable, experienced leader. Recommend without reservation." — Jen, GoShimmy "Hired for Windows app requiring deep IoT I/O understanding. Took loose specs, unraveled details, developed fast/reliable solution. Highly recommend as Sr. engineer for any magnitude." — Heath, Mueller Water ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Ready to de-risk your next decision? Request a 30-minute discovery call.

Through my time at a large consultancy firm and collaborating with mid to Fortune 500 sized companies, I bring expertise in third-party risk management, GRC, and information security. I specialize in building out TPRM programs, optimizing existing programs, and providing a fully managed program. From findings management to current state maturity analysis and adept project management, I offer a full suite of services tailored to your needs. An example of TPRM services include: Initial Program Development: - Planning & Strategy - Due Diligence - Contracting - Ongoing Management - Monitor & Validate - Termination & Offboarding Program Optimization: - Enhance & Streamline Vendor Onboarding - Optimize Third-Party Engagement - AI Assisted Due Diligence - Automate Findings Management - Built-In Continued Program Improvement TPRM as a Service: - Have a fully developed program running without oversight - Receive cyclical summary reports Other Services: - Findings Management - Current State TPRM Maturity Analysis - Project Management - Have something else in mind? Let’s talk!

I am an award winning, board-certified, industry-leading, highly credentialed, proven, and experienced safety professional. When you need it done right the first time, I am here to help.