I help people eliminate inefficiencies by automating and optimizing workflows that are manual, outdated, inefficient, or repetitive.
Automation
Macros
Spreadsheet Automation
GUI Design
Data Analysis
Artificial Intelligence
Analytical Presentation
Python
LLM Prompt
Excel Macros
Microsoft Excel
Office 365
Humaira M.
Plano, Texas
$30/hr
5.0
7 jobs
I’m a US-based accountant & bookkeeper with 13+ years of experience helping businesses keep clean, accurate, tax-ready books. I’ve worked with clients in the USA, Canada, UK, Australia, KSA, UAE and Pakistan across many industries, including oil & gas, e-commerce, retail, real estate and startups.
I specialize in helping small US businesses get their books properly recorded, reconciled and ready for CPAs, lenders and tax filings.
What I can help you with
• Setting up or cleaning up QuickBooks Online, Xero, Wave and other systems
• Daily/weekly/monthly bookkeeping – income & expense recording
• Bank, credit card and loan reconciliations
• Accounts receivable & accounts payable management
• Inventory and cost accounting
• Monthly and year-end financial statements (P&L, Balance Sheet, Cash Flow)
• Custom management reports and KPI summaries
• Payroll posting and related reconciliations
Tools & platforms
• QuickBooks Online / Desktop
• Xero
• Wave
• MYOB
• FreshBooks
• WolfePak (oil & gas)
• Excel & Google Sheets
How I work
• High attention to detail and strong analytical skills
• Clear communication and regular updates in US time zones
• Proper documentation so CPAs and auditors can easily follow the work
• Respect for confidentiality, deadlines and your business goals
If you need ongoing bookkeeping, cleanup/catch-up, or better reporting, I can help.
Send me a short message with:
1️⃣ Your business type and country/state
2️⃣ Software you use (QuickBooks, Xero, etc.)
3️⃣ How many months of work or cleanup you need
I also offer a fixed-price “Initial Bookkeeping Cleanup & First Month Close” project (see Project Catalog) starting at $1,000. I’ll review your details and suggest a simple, step-by-step plan for us to move forward.
Spreadsheet Software
Intuit QuickBooks
Bank Reconciliation
Accounts Payable
Accounts Receivable Management
Financial Statement
Financial Reporting
Finance & Accounting
Bookkeeping
Wave Accounting
Xero
MYOB Administration
Management Accounting
International Financial Reporting Standards
Financial Accounting
Tyler P.
Plano, Texas
$100/hr
4.8
271 jobs
Summary:
✅ Founder, co-owner, and portfolio manager of a 6-figure private investment fund LLC
✅ YouTube: @RoboTraderGuy
✅ Air Force veteran ✈️
✅ I specialize in programming trading bots 🤖 (equities, options, futures, crypto, forex), hooking them up to brokerage accounts, creating webpage dashboards for them, integrating them with databases, connecting them to AI / LLMs, deploying them into the cloud, and related financial automation jobs to include copy-trading, back-testing, email/text alerts, TradingView / TrendSpider webhooks, order forms, order routing scripts, sentiment analysis (like on r/WallStreetBets), scanners/screeners, as well as web scrapers
✅ 100% independent, no agencies, no bureaucracy
✅ A truly full-stack, end-to-end solution for all things algorithmic trading / quant development
✅ Better value than what you might find on TradersPost, OptionAlpha, Composer, Surmount AI, SignalStack, WhisperTrades, TradeSteward, Capitalise AI, MachineTrader, etc. Most of my clients pay under $20 in ongoing monthly fees to maintain their systems, with no limits on amount of capital invested or number of asset classes
✅ Joined Upwork in Nov 2021; obtained TOP RATED badge in Sep 2022; surpassed $100k earnings in Dec 2024; obtained TOP RATED PLUS badge in Jul 2025
Relevant education background:
📜 Dual M.S. Finance and M.S. Business Analytics, University of Dallas, 2023
📜 Certificate in Data Science, Southern Methodist University, 2024
Stock brokerage APIs:
🏛️ Alpaca 🦙
🏛️ Charles Schwab 🏊♂️
🏛️ Etrade *️⃣
🏛️ Lime Financial 🍋🟩
🏛️ Public 🗽
🏛️ SnapTrade 🫰
🏛️ TastyTrade 🍒
🏛️ TradeStation 🚉
🏛️ Tradier ↗️
🏛️ Tradovate 🗠
Crypto APIs:
🪙 Coinbase 💠
🪙 Crypto(.com) 🦁
🪙 Gemini ♊
🪙 Jupiter 🪐
🪙 Kraken 🦑
🪙 OKX ⬛
🪙 Robinhood 🪶
Programming languages:
💻 Python
💻 HTML
💻 CSS
💻 Javascript
💻 Google Apps Script (Google Sheets)
💻 VBA (Microsoft Excel)
💻 SAS
Trading languages (read-only proficiency):
📈 EasyLanguage
📈 Pinescript
📈 Thinkscript
3rd party market data services:
📊 DataBento
📊 Financial Modeling Prep
📊 Massive (formerly Polygon)
📊 TwelveData
Web development frameworks:
🌐 Flask
🌐 Plotly Dash
🌐 Streamlit
Databases:
💾 Firebase
💾 MongoDB
💾 SQLite
Cloud platforms:
☁️ Fly IO
☁️ GCP (Google Cloud Platform)
☁️ Heroku (Salesforce)
☁️ Linode
☁️ Python Anywhere
☁️ Railway
☁️ Render
Email/texting notification services:
🛎️ ClickSend / Sinch
🛎️ Discord
🛎️ Slack
🛎️ Telegram
🛎️ WhatsApp
🛎️ Twilio / SendGrid
🛎️ Twitter / X
🛎️ Vonage / Nexmo
Software:
⭐ Power BI
⭐ Tableau
Recent real-world jobs done for Upwork clients:
👏 Created a webpage which enables multiple users to ability to make their own bots with no code, includes parameters such as entry time, exit time, position sizing, number of legs, etc.
👏 Executed an iron condor strategy with multiple stop losses, profit takes, and futures hedging
👏 Taught a client with almost no prior Python knowledge how to program his own multileg options bot and implement it on a brokerage with error handling features in under 50 hours
👏 See the portfolio section on my profile for more
Other relevant experience:
💯 I programmed my own algorithmic trading bot that I run daily using my own real money. I do not sell my own bot, but I will make yours
FAQ:
❔Do you sell pre-made bots?
↪️ While I do sell pre-made templates, I don't sell pre-made strategies. If you want pre-made strategies, then head on over to Collective2
❔How much money will my bot make?
↪️ Whether or not your bot makes money will depend largely on the requirements I am provided. I don't make any guarantees
❔Do you have experience with X?
↪️ While I am constantly adding to my skillset, here's a list of things that at this time I have no experience with: AFL/Amibroker, AWS, Azure, blockchain, Bloomberg, cTrader, DAS Trader, DeFi/DeX, Django, eSignal, FastAPI, FIX, FTMO, Interactive Brokers TWS, Keras (or any deep learning), MT4/MetaTrader 4, neural networks, NinjaTrader, NodeJS, Postgres, prop accounts (APEX, TopStep, etc.), React, TypeScript, Zapier
❔How much will this cost?
↪️ My project minimum is 5 hours / $500. My largest job has been for $40,000. My average job is $3000. All my earnings data is displayed publicly on my profile because I have nothing to hide. I've never had any feedback removed like other freelancers often do
❔How long will it take?
↪️ My average project takes 3-4 weeks. My smallest projects take 1 week. My largest projects take 2+ months
❔Can you build on my existing codebase?
↪️ I generally prefer to start from scratch, but this may be possible
❔When are you available to speak with me?
↪️ Please book a consultation if you wish to speak synchronously (phone/video calls). My typical hours are 10am-10pm CST, 7 days a week. I don't offer free synchronous time due to high invite volume. I will answer text messages usually within 24 hours
Python
Microsoft Excel
API
Trading Language
Database Integration
Trading Strategy
Trading Automation
Algorithm Development
JavaScript
Cloud Implementation
Financial Trading
Bot Development
TradingView
TradeStation
Derivatives Trading
Gabby E.
Plano, Texas
$50/hr
5.0
3 jobs
Hello, thank you so much for taking a look at my page. I am a freelancer who specializes in virtual assistance as well as content creation. I have a large skill set and I am ready to apply them to whatever your needs may be. If you are looking for someone to help you with anything from filling out your schedule to content creation for your business, I am more than willing to help.
Here are just a few of my specialties and skills:
👉Videography
👉Video Editing (Premiere Pro)
👉Copywriting for Marketing
👉Social Media Management
👉Logo Design
👉Email Marketing Graphics
👉Video Editing
👉Oral Communication
👉Data Entry
👉Website Maintenance
Please contact me through my email Gabbyevans01@gmail.com for any further questions.
UGC
Social Media Management
Social Media Advertising
Video Production
Video Editing
Video Editing & Production
Social Media Account Setup
Social Media Content Creation
Social Media Engagement
Social Media Marketing Strategy
Social Media Marketing Plan
Production Planning
Videography
Web Design
Adobe Premiere Pro
Phone Communication
Scheduling
Organizational Background
Cloud Services
Email Communication
Spreadsheet Skills
Organizational Structure
Savannah G.
Plano, Texas
$25/hr
5.0
5 jobs
As a versatile freelancer, I bring a broad skill set to help streamline your projects and tasks. With expertise in spreadsheets and Microsoft Word, I can efficiently handle data management, document creation, and formatting to ensure your work is organized and professional. I excel in time management and scheduling, ensuring deadlines are met and appointments are never missed. Whether you need help with reviews to provide valuable feedback or updating an Microsoft Excel spreadsheet, I am dedicated to delivering high-quality results with attention to detail. Above all, I am quick to learn new skills and tools, adapting to your needs and ensuring I can handle any challenge that comes my way. Let's work together to take your projects to the next level!
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