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Your books should tell you where your business stands — not stress you out. I'm a Chartered Accountant (CA/CPA-equivalent) and PTIN Holder with 9+ years of experience serving U.S. businesses, real estate investors, and CPA firms with clean, audit-ready financials. Who I Work With: ▪ Real Estate Investors & Property Managers ▪ CPA & Accounting Firms (white-label support) ▪ Construction, Law, Healthcare & E-commerce businesses What I Deliver: ✔ Full-cycle bookkeeping — GL, AP/AR, bank & card reconciliations ✔ QuickBooks Online/Desktop, Xero, Sage, NetSuite, Buildium, AppFolio ✔ Property-level & trust accounting ✔ Month/year-end close + financial statements (P&L, BS, Cash Flow) ✔ Payroll, 1099/W-2, tax prep support (PTIN Holder) ✔ Budgeting, forecasting & Virtual CFO advisory (CAS) Why Clients Stay: ◆ No backlogs left behind — every engagement ends with 100% reconciled books ◆ Structured monthly close process — you always know where you stand ◆ Proactive communication — no chasing, no surprises ◆ Long-term partner mindset, not a one-off freelancer 📩 Message me — let's get your books clean, current, and decision-ready.

Promotional Products Virtual Assistant | Order Processing, Sales & Workflow Automation Specialist Are you seeking a highly skilled Virtual Assistant with deep expertise in the promotional products industry? With over three years of experience, I specialize in streamlining inside sales, order management, and customer support to enhance operational efficiency and client satisfaction for distributors. What's your biggest operational challenge? Need the perfect product and a winning quote? I’ll find it and present it professionally. Looking to guarantee smooth, error-free orders? I’ll handle the entire process from PO to delivery. Want clients who feel informed and valued? I’ll provide the proactive communication that builds trust. Tired of inventory headaches and supplier delays? I’ll manage stock and vendor coordination to keep projects on track. Spending too much time on repetitive tasks? I’ll automate them with Zapier so you can focus on growth. Why Partner With Me Detail Oriented Precision: I maintain meticulous attention to accuracy in every task. Advanced Technical Proficiency: Expert level user of SAGE, Printavo, Zoho, Odoo, and other key industry software. Proactive Problem Solving: I identify potential challenges early and implement solutions to keep workflows smooth. Adaptable & Reliable: I excel in dynamic, fast paced environments and manage shifting priorities effectively. Dedicated to Your Success: I am committed to supporting your business goals and enhancing your clients' experience. Let's connect to discuss how I can optimize your operations and contribute to your growth. #Virtual Assistant, #Promotional Products, #Order Processing, #Inside Sales, #SAGE, #ESP, #ASI, #Commonsku, #Product Sourcing, #Inventory Management, #Customer Support, #Presentations, #Quotations, #Procurement, #Print Coordination, #Swag Management, #Branded Merch, # Branded products.

I’m a results-driven U.S. accounting, bookkeeping, and taxation specialist with 8+ years of international experience serving clients across the U.S., Canada, Australia, and East Africa (Kampala). I have extensive experience supporting businesses in the real estate, rental property, construction, garage door installation, automotive dealership (car showroom), and eCommerce industries. Advanced reconciliations (banks, credit cards, payment apps like PayPal, Square, Airbnb, escrow/mortgage accounts, Zelle, Paylocity) 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 rules for 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 Australia-Based Client (Automobile industry) Fully messed up book which need to be reconciled. My clients rely on me as an extension of their internal team — delivering accuracy, accountability, and proactive financial insight at every stage.

✅ Top-Rated Plus | 100% Job Success | Upwork Verified (ID & Video) ✅ Airbnb / VRBO / Guesty / Hostaway / Booking .com Expert & 1099 Tax Preparation ✅ Automated Hostaway–QuickBooks sync ✅ Expert in accounting for Amazon FBA, Shopify & eBay eCommerce platforms ✅ Xero Certified Advisor ✅ Certified QuickBooks Online ProAdvisor & MS Excel Expert ✅ 16+ Years of experience in Bookkeeping & Accounting ✅ Certified Accountant/Bookkeeper ✅ Served clients across Australia, NZ, USA, Canada, UK ✅ Good English accent and communication skills ✅ Short Term Vacation Rental (STR) Expert, Property Manager, Real Estate Rental, Co-Host Property Management, including income and expense tracking & classifications, monthly owner statements ✅Full-time remote freelancer operating from a dedicated home office ✅ Utilizing the latest i9 13th Gen hardware, SSD storage, and up-to-date software tools ✅ High-speed Fiber Broadband Internet connection (Speed Up to 150 Mbps) ✅ Available to align with your preferred time zone ✅ Remote Accounting and Virtual Bookkeeping Bookkeeping & Accounting Software Expertise: ✅ XERO | Xero Practice Manager | Xero Workpapers ✅ QuickBooks Online | QuickBooks Desktop ✅ Reckon APS | XPA | Tax Manager ✅ Reckon Accounts Hosted & Bank Data ✅ MYOB ✅ Wave ✅ Sage ✅ NetSuite ✅ Zoho Books ✅ FreshBooks ✅ Banklink ✅ CCH iFirm ✅ Desktop super | Fiscal finance | ✅ Receipt Bank | AutoEntry | Hubdoc | Dext | SAP | iConnect POS | etc. ✅ Guesty Accounting, Hostaway, AppFolio ✅ Aplos (Nonprofit / Church) ✅ Breeze Church Management Software ✅ SellerLegend ✅ Link My Books Payroll Software Expertise: ✅ ADP, Gusto, QuickBooks, Xero Areas of expertise include : ✅ QuickBooks, Xero, MYOB Setup ✅ Daily bookkeeping, including cleaning and organizing records ✅ Data entry in accounting software, ensuring up-to-date and accurate financial information ✅ Invoicing, bill creation, transaction coding ✅ Cashbook accounting using Excel & Google Sheets ✅ Reconciliation of various accounts: receivables, payables, inter-company, bank, credit card, PayPal, Amazon, eBay, Stripe, and other merchant accounts ✅ Identifying & resolving discrepancies, general ledger reviews ✅ Budget development, management, forecasting, & cash flow statements ✅ Financial report analysis ✅ Payroll processing & reconciliation ✅ Company setup & chart of accounts management ✅ Data migration to Xero or other accounting software ✅ Fixed asset setup & reconciliations ✅ Inventory management ✅ Customization of invoice templates, reports & setup for customers and suppliers, including recurring expenses & alerts ✅ Preparation of monthly, quarterly, interim & year-end financial statements & related adjustments ✅ Business & personal income tax preparation & BAS/GST/FBT returns ✅ Excel-based budgeting, forecasting, cash flow & financial modeling ✅ Preparation of owner statements for rental businesses in Hostaway & Excel ✅ Venmo, Zelle, Cash App reconciliations Cloud-based tools: ✅ Google Spreadsheet, Docs ✅ SharePoint, OneDrive, Google Drive, Dropbox ✅ Skype, GoToMeeting, Zoom, Microsoft Teams ✅ Word, PowerPoint, One Notes ✅ Excel (PivotTables, VLOOKUP, INDEX/MATCH, Data tables, Conditional Formatting, Data Validation etc ✅ Asana ✅ Slack, Lark ✅ TeamViewer, Anydesk ✅ Brex ✅ Quartzy ✅ Xbert ✅ ignition ✅ LastPass, Dashlane Business Structures: ✅ Small Business Enterprises ✅ Sole Traders ✅ Trusts ✅ Partnership firms ✅ Pty Limited companies and a Group of companies Industry-Specific Accounting ✅ E-commerce Accounting ✅ Amazon FBA Accounting ✅ Shopify Accounting ✅ WooCommerce Accounting ✅ eBay Seller Accounting ✅ Real Estate Accounting ✅ Property Management Accounting ✅ Rental Property Bookkeeping ✅ Construction Accounting ✅ Nonprofit Accounting ✅ Healthcare & Medical Practitioners ✅ Restaurant/Food Business Accounting ✅ Farming/Agri/Dairy Business (Livestock Calculations) ✅ Investment Business Bookkeeping provided for: ✅ USA Accounting ✅ Canada Accounting ✅ UK Accounting ✅ Australia Accounting ✅ New Zealand Accounting Compliance and Regulations ✅ GAAP Compliance ✅ IFRS Compliance ✅ Tax Compliance ✅ Audit Support ✅ Financial Statements Preparation Facility & Infrastructure: ✅ High-speed Fiber Broadband Internet connection (Speed Up to 150 Mbps) ✅ Dual screen workstation ✅ Secure Data Storage Solutions ✅ Advanced Network Security ✅ Climate-Controlled Environment ✅ Professional Phone & Communication Systems ✅ Ergonomic Office Furniture ✅ Multi-function Colour/B&W Wifi Printers cum Scanners ✅ 24X7 Power backup facility Familiar with Australia, NZ, UK, USA & Canada Accounting Concepts and Taxation systems Specializing in bookkeeping for Canada, U.S., UK, Australia & New Zealand. Ensure full confidentiality & privacy of all shared information Ready to start immediately and can commit to regular hours. Feel free to contact me if you would like an interview set up Thank you for taking the time to read my Upwork Profile Kind Regards, Gulshan k

Hi there! I'm Manvi, a US CPA and Chartered Accountant with 15+ years of experience helping businesses across the USA, Canada, UK, Australia and Europe stay financially organized and tax compliant. I'm a freelancer working as a part of the Maspartner team. SOFTWARE & PLATFORMS: QuickBooks (Online & Desktop) | Xero | ZohoBooks | Wave | NetSuite | Appfolio BOOKKEEPING & ACCOUNTING SERVICES -Accounting software setup and integration -Bank and credit card reconciliation -AP/AR management -Payroll administration and processing -Data migration and system transitions -Month-end and year-end reporting: P&L, Balance Sheet, Cash Flow Statements -MIS reporting and business performance dashboards TAX PREPARATION, FILING & CONSULTING USA — Federal Returns: 1040, 1065, 1120, 1120S, 5471, 5472 | Non-Profits: 990 series | FBAR & FinCEN Form 114 | S-Corp Election: Form 8832 | State Annual Returns | Sales Tax Returns | Payroll Tax: 940, 941, 941X, ERC | Form 1099 & W-2 Filing | SS-4, W-7, 4562 | IRS Penalty Notice Assistance Canada — T1 & T2 Returns | GST, HST, PST Filing | T4 & T4A Payroll Slips United Kingdom — Self-Assessment SA100 | Corporation Tax CT600 | VAT Filing | PAYE & National Insurance | Annual Accounts & Confirmation Statements ACCOUNTING & FINANCIAL CONSULTING Tax planning and structuring for individuals and businesses Consultation for accounting and tax strategies Accounting software selection and implementation advisory Financial health assessments and process improvement Cash flow planning and management consulting Business setup and entity structure advisory White-Label Support for CPA & Tax Firms Overflow and busy-season capacity under your firm's brand: full-charge bookkeeping, catch-up & clean-up, AR/AP, payroll processing, workpaper preparation, financial statement compilation, tax return preparation & review support, and 1099/W-2 processing — delivered review-ready on your systems. INDUSTRIES I SERVE: Ecommerce & Retail (Amazon, Shopify, Walmart, Etsy, eBay) | IT & SaaS | Accounting, Tax & CPA Firms | Branding & Marketing | Non-Profits | Logistics & Shipping | Real Estate & Construction Clean books. Accurate filings. No last-minute scrambles. That's what I deliver. Let's build a financial system that actually works for your business. Message me to get started; I'd love to hear about your needs!

US Tax Preparer & Bookkeeping Specialist with 5+ years experience supporting CPA firms and US businesses. I prepare and review 1040, 1120S, 1120, 1065, and 1041 tax returns and manage full-cycle bookkeeping using QuickBooks and Xero. I am a Certified Public Accountant (CPA) and US Tax Professional, Bookkeeper, and Financial Advisor with 5+ years of hands-on experience supporting businesses, entrepreneurs, and high-net-worth individuals across the United States. I help clients gain clarity, control, and confidence in their finances while ensuring full compliance with US tax laws and accounting standards. My expertise spans end-to-end bookkeeping, advanced tax preparation, tax planning, and financial advisory services. From managing daily accounting operations to handling complex corporate and cross-border tax matters, I deliver accurate, timely, and strategically sound financial solutions tailored to each client’s goals. I specialize in turning disorganized or overdue books into clean, audit-ready financial records, optimizing tax positions, and delivering actionable insights that support smarter business decisions. Clients trust me not just as a service provider, but as a long-term financial partner who proactively identifies risks, cost-saving opportunities, and growth strategies. I am highly proficient in industry-leading accounting and tax platforms including QuickBooks (Online & Desktop), Xero, Sage, Drake, Lacerte, ProConnect, ProSeries, and CCH Axcess, and I adapt quickly to new systems and workflows. My work is defined by precision, confidentiality, and reliability, with clear communication at every stage. Why Clients Choose Me - Stress-free bookkeeping & tax compliance - Accurate, organized, and audit-ready records - Proactive tax planning & cost optimization - On-time filings with zero guesswork - Transparent communication & dependable support Core Services Bookkeeping & Accounting Full-Cycle Bookkeeping & General Ledger Maintenance Accounts Payable & Receivable Bank & Credit Card Reconciliations Payroll Processing & Compliance Monthly, Quarterly & Annual Financial Statements US Taxation & Compliance Individual (1040), Corporate (1120 / 1120S), Partnership (1065), Trust & Estate (1041) Returns Tax Planning, Advisory & Optimization Foreign-Owned & Multi-Entity Compliance Tax Return Review & IRS Compliance Checks Employee Retention Credit (ERC) Filings LLC Dissolution & C-Corp Accounting Financial Advisory & Consulting Budgeting, Forecasting & Profitability Analysis Cash Flow Planning & Financial Health Reviews Business Setup & Structural Guidance Software Conversion & Cleanup (Xero ↔ QuickBooks) Whether you need ongoing bookkeeping, precise tax filings, or strategic financial guidance, I ensure your finances are structured, compliant, and optimized so you can focus on growing your business with complete peace of mind.