Hire the Best Sage Professionals

Backed by 5+ years of industry experience, I specialize in end-to-end support for promotional product businesses — sourcing, quotes, orders, proofs, and vendor communication. I help your projects stay on time, organized, and client-ready. 🎖️ Top Rated Plus on Upwork – recognized among the top 3% of freelancers for successfully managing long-term and high-value projects with consistent client satisfaction. ✅ Core Competencies 🔍 Product Sourcing & Presentations Skilled at using SAGE, ESP, ASI, Commonsku, Zoho, Odoo, Printavo, iPromoteU, and more to find the perfect products, create professional sales decks, and deliver accurate quotes and sales orders. 🛒 Order Management & Processing Manage end-to-end orders: creating purchase orders, reviewing acknowledgments and proofs, coordinating vendor communication, tracking shipments, and ensuring on-time deliveries. 💬 Customer Communication & Support Proactive, professional client updates — from proof approvals to delivery tracking — keeping customers informed and satisfied at every stage. 📊 Inventory Oversight & Coordination Monitor stock levels, manage reorders, and collaborate with suppliers to prevent stockouts and deliver smoothly. 🤖 Process Optimization & Automation Implement smarter workflows that cut manual tasks, reduce errors, and improve turnaround time. 🔒 Data Security & Confidentiality Handle sensitive data with care, following best practices for compliance and confidentiality. 🌟 Why Work With Me? ✅ 5+ Years of Industry Experience – deep expertise in promotional products workflows. ✅ Detail-Oriented & Reliable – I catch the details others miss. ✅ Tech-Savvy – hands-on with modern promo industry platforms. ✅ Proactive Problem-Solver – anticipate and resolve issues before they affect timelines. ✅ Client-Centric – committed to making your customers feel valued, improving retention and referrals. 🔑 Keywords Virtual Assistant, Promotional Products, Inside Sales, SAGE, ESP, ASI, Commonsku, Zoho, Odoo, Printavo, Order Management, Purchase Orders, Customer Support, Order Tracking, Automation, Sales Presentations, Swag, Procurement, Print Coordinator. 💼 Let’s work together to optimize your order process, wow your clients, and grow your business. 📩 Contact me today to discuss your project!

I'm developer with experience in bookkeeping, accounts payables and receivables, bank statements. I'm experienced in Sage 100 Contractors and SAP. I'm fast learner, motivated, dedicated and hard worker.

I’m a results-driven U.S. accounting, bookkeeping and taxation specialist with 8+ years of international experience across the U.S., Canada, and East Africa Kampala— primarily serving real estate, construction, and rental property sectors. Hands-on experience preparing and filing 16+ U.S. tax returns (S corps, C corps, LLCs, and individuals) during the 2023–2024 tax season Currently enrolled in Intuit’s USA Tax course to stay fully updated on evolving U.S. tax laws Advanced reconciliations (banks, credit cards, payment apps like PayPal, Square, Airbnb, escrow/mortgage accounts) Accurate property-wise and class-based reporting to give real estate investors better financial visibility End-to-end AP/AR, payroll processing, 1099/W-9 compliance, and CPA collaboration I specialize in cleaning up complex, overdue books, bringing them into compliance, and setting up automation that saves time while ensuring accuracy. Clients trust me to manage their books like their own internal team — reliably, accurately, and proactively. I help U.S. businesses clean up, manage, and optimize their books with precision. Certified QuickBooks ProAdvisors with proven U.S. tax experience — I work as your extended finance team, not just bookkeepers. Client-Based Experience: US-Based (Rental Property) Multi-Entity Client – Texas (Full System Setup, IRS-Aligned Accounting & Tax Filing) Role: Full-Charge Bookkeeper & Tax Support Took over completely disorganized (“messy”) books and rebuilt the accounting system from scratch Structured books in IRS-aligned format, ensuring compliance-ready financials Designed and managed class-wise accounting (up to 9 classes) for multi-entity tracking Prepared class-wise Balance Sheet and Profit & Loss statements Passed extensive intercompany journal entries for accurate entity-level reporting Managed end-to-end bookkeeping, including cleanup, reconciliation, and reporting Tax & Compliance Work: Filed S-Corporation tax returns Filed Individual Joint Tax Return Prepared and filed 1099 forms Impact: Transformed unstructured books into a fully compliant, tax-ready system, enabling accurate reporting and smooth tax filing across multiple entities Canada-Based Garage Door Business (Sage 50 → QuickBooks Migration & Ongoing Management) Role: Migration Specialist & Bookkeeping Advisor Executed full migration from Sage 50 to QuickBooks Online Standardized Chart of Accounts and payroll system Ensured accurate HST tracking (input tax credits and transaction-level compliance) Managed bank feeds, reconciliations, and periodic financial reviews Identified GL inconsistencies and guided corrective actions Impact: Delivered a clean, compliant, and structured accounting system with reliable tax reporting US-Based CPA Firm (Construction & Real Estate Clients) Role: Bookkeeping & Financial Operations Support Managed multi-client bookkeeping using QuickBooks & Sage 50 (US Edition) Handled AP processes, vendor payments, and approvals Prepared cash flow projections and AP aging reports Performed bank and credit card reconciliations Recorded payroll entries including 401(k) and benefits Applied cost coding and class tracking UK-Based Client (Capital Gains – HMRC Compliance) Role: Capital Gains Specialist & Data Structuring Managed 5 years of unstructured financial and transaction data Consolidated and organized records into a structured, analysis-ready format Calculated Capital Gains as per HMRC rules: Same-Day Rule30-Day Bed & Breakfasting Rule Section 104 Pooling Method Ensured accurate matching of acquisitions and disposals Built systematic working files for cost basis and gain/loss tracking Maintained full audit trail and supporting documentation Additional Strengths Comfortable working across US, UK, and Canadian accounting systems Quick learner with strong adaptability to new regulations and workflows Certifications: Accounting Level 1 & 2, Payroll, IRS Tax Level 1 Approach: Always ready to take on work across jurisdictions with a focus on accuracy, compliance, and continuous learning My clients rely on me as an extension of their internal team — delivering accuracy, accountability, and proactive financial insight at every stage.

*QuickBooks Pro Advisor, Financial Reporting Specialist, EFIN & PTIN Holder, Data Entry * I am a results-driven IRS authorized ERO, EFIN & PTIN holder, Certified Bookkeeping, Tax, and Financial Expert with a proven track record of helping small businesses, entrepreneurs, and nonprofits achieve financial clarity and compliance. My goal is to simplify the financial side of your business, reduce tax liabilities, and ensure compliance—so you can focus on growth with confidence. Whether you need a one-time cleanup or long-term partnership, I deliver precision and peace of mind. 💼 Expert Services I Offer: ✔️ Full-cycle bookkeeping (AP/AR, reconciliations, journal entries). ✔️ QuickBooks Online/Desktop and Xero setup, cleanup, and maintenance. ✔️ Individual and business tax preparation (Schedule C, S-Corp, Partnership, Nonprofit) ✔️ 1099 filing, sales tax, payroll tax, and quarterly estimated taxes ✔️ Custom financial reports (P&L, Balance Sheet, Cash Flow, Budget vs. Actual) ✔️ Year-end close, audit support, and IRS correspondence ✔️Financial Reporting & Modeling ✔️Training & Support 📊 Tools & Platforms: • QuickBooks Online & Desktop (Certified ProAdvisor) • Xero | Bill.com | Gusto | Melio | Microsoft Excel • Zoho | NetSuite | FreshBooks | MS Dynamics | Business Central • IRS & State e-file portals 🔒 Your finances deserve accuracy, insight, and reliability. I bring the expertise to keep your books clean, your taxes compliant, and your financials working for you—not against you. Let’s work together to bring clarity, confidence, and control to your business finances. 📩 Contact me today to discuss how I can support your goals.

15+ yrs global accounting expertise | Sage, QB & Xero ProAdvisor | 1,200+ projects | 800K billed hours | ISO-certified bookkeeping, payroll & tax compliance for SMEs across US, UK, Australia, Canada, UAE & Ireland. ✅ Chartered Accountant (equivalent to US CPA) ✅ Director of a 150-member ISO 9001 & ISO 27001 certified outsourcing firm 💼 Services We Provide Our agency delivers end-to-end bookkeeping and accounting solutions with quality checks at every step. ✔️ Bookkeeping & Reconciliations – Clean-ups, AR/AP, detailed reconciliations, monthly/annual closings ✔️ Payroll & Tax – Payroll processing, tax return preparation, and compliance support ✔️ Financial Reporting – Management reports, GAAP/IFRS statements, custom dashboards & KPIs ✔️ Specialized Functions – Fixed assets, inventory management, budgeting & forecasting ✔️ Compliance & Audit Support – Smooth tax filing, sales tax/VAT returns, audit-ready books 🔍 Industry Expertise We’ve partnered with clients across 25+ industries, including: E-commerce | Retail | Social Networking | Real Estate & Property Management | Construction | Medical & Healthcare | Logistics & Haulage | Cleaning Services | Law Firms | Digital Agencies | Travel | IT & Software | Consulting | Recruitment | Salons & Spas | F&B (Bars & Restaurants) | Merchandising | Marketing | Scaffolding | Entertainment | 🏢 Brands We’ve Worked With From fast-scaling startups to global franchises: Aspire Careers | Skull Shaver | One Cup Coffee Co. | Elevate Styles | All Green Recycling | Goldia | Upad.co.uk | Classic Carbs | Cars24 | Dunkin’ Donuts Franchisees | Burger King Franchisees | Alquity | Chemco Pharmacy | Zumo | Fintegra | DropGym | Swapcard | Soul & Surf | Budget Blinds | Promo Parrot | Kaykroo | Pelican | Alutech | Colourful Keys | Simple Pharma | Domus Flowers | ⭐ Why Clients Choose Us ✨ Proven Expertise – Xero, QuickBooks & QBO Certified ProAdvisors with 15+ years of global accounting experience. ⚡ Reliable & Accurate – Timely, error-free financials that make tax filing and compliance stress-free. 🤝 Seamless Collaboration – We work hand-in-hand with your tax accountant to streamline processes. 📊 Transparent Reporting – Clear monthly reports & dashboards to keep you in control of your business. 🔒 Trusted & Secure – ISO 9001 & ISO 27001 certified facility ensuring top-quality and data protection. 🚀 Scalable Support – A 150-member team delivering industry-specific expertise and efficient back-office management. 💡 Team Workflow: You’ll work with a dedicated team member, overseen by a Team Leader, with my personal audit to ensure flawless delivery. 📌 Ready to Get Started? Partner with a trusted Chartered Accountant & ProAdvisor team that delivers precision, scalability, and peace of mind. From CPA firms to real estate investors, e-commerce brands, and SMEs, we streamline your entire back-office finance so you can focus on growth. 📩 Message me today to discuss how we can simplify, secure, and scale your accounting function, or check my availability badge for an immediate start.

I’m a Chartered Accountant (UK-based) with over 10 years of experience supporting individuals, freelancers, and small to medium-sized businesses with their accounting and tax needs. As a registered Tax Agent, I’m fully authorised to liaise with HMRC on your behalf. Whether you’re a sole trader, limited company, or VAT-registered business, I can ensure your compliance and help you stay ahead of deadlines. ✅ Services I Offer: • HMRC Filing: • Self Assessment (SA100) • Corporation Tax (CT600) • VAT Returns (MTD compliant) • PAYE & Payroll submissions 📈Monthly/Quarterly Management Accounts Pack: Customised reporting to help you monitor your financial performance, including P&L, balance sheet, cash flow analysis, and KPI tracking. ☁️Bookkeeping & Cloud Accounting: Proficient in Xero, QuickBooks, FreeAgent, and Sage. 👨‍💼Business Support & Advisory: Budgeting, forecasting, and strategic advice to support business growth. I work with clients across various sectors including retail, hospitality, professional services, contractors, and eCommerce. Whether you need a one-off tax return filed or ongoing monthly support, I deliver accurate, timely, and clear financial insight so you can focus on growing your business. 📩 Let’s connect — I’d be happy to discuss how I can support your accounting needs