Hire the Best Spreadsheets Experts in Raleigh, NC

Management consulting senior director focusing on strategy and operations work across industries. My services are backed by hands-on experience building analytics tools, strategy deliverables, and executive presentations. I have always preferred to be a hands-on contributor, and I have years of people management experience in teams of 2-8. I have worked directly with CEOs, junior analysts, and everyone in between. My focus areas have included financial services, operations, P&C insurance, though my work regularly extends to any data-driven business area. I joined Upwork to engage directly with businesses of all sizes, zeroing in on their most immediate problems and providing enterprise-level experience on an individual basis. On Upwork I focus on well-defined, scoped work across three areas: Excel Builds KPI dashboards, budget vs. actual trackers, operational scorecards, financial models, cash flow forecasters, and automated reporting tools. Built from scratch using your actual data and business context, not recycled templates. Presentations Pitch decks, diagnostic findings, investor presentations, branded templates, executive briefings, and board-ready reports. I know what polished looks like and I hold every project to that standard regardless of size. Expert level with both PowerPoint and Google Slides. Strategy and Analysis Market assessments, diagnostic reports, process documentation, operating model summaries, and executive-ready strategic briefs. Built the way a consulting firm would build them - narrative-driven, structured argument, clean supporting analysis, no filler. What to expect working with me: - Scope and price agreed before any work starts. No surprises. - Your branding, your layout, your terminology throughout. - Clean structure you can maintain after handoff. I build from your actual business context, not AI-generated content or generic templates. US-based, Eastern time zone, responsive, and fast on well-defined work. MBA from NYU Stern. PMP certified. Reach out and tell me what you are working on.

Hi, my name is James, I’m a Microsoft Excel and Google Sheets expert and I can help you unlock your spreadsheets' full potential! With over 10 years spent working in operations management positions I have extensive experience creating customized spreadsheets; using a data-driven approach to analyze performance and improve efficiency and productivity. I design clean, easy to understand spreadsheets that can perform complex tasks without overwhelming the user – regardless of level. I can help you with: - Custom Excel/Google Sheets systems development - Google Scripts and VBA Macros - Webhook capture - Troubleshooting and repair of broken spreadsheets - Complex or simple formulas - Dashboards and reports - Spreadsheet protections or hiding formulas - Creating charts, graphs, or other visualizations - Data analysis - Process automations and improvements I'm a dependable, organized, and hardworking professional with good attention to detail. I have worked with people from many different industries and pride myself on being quick to understand the needs and requirements of potential clients and to use my intuition and experience to anticipate issues before they arise. Some of the spreadsheets I have designed and built include systems to: - Manage employee scheduling, attendance, and payroll - Track and manage inventory - Track creditor and debtor ledger positions - Calculate vendor payments and issue reports - Manage projects and generate Gantt charts - Track sales and issue invoices and statements - Manage a food production line I have the tools, experience, and knowledge to help you achieve your goals. I love a challenge and I believe a project is not complete until you are completely happy with the result. I look forward to meeting you!

Kemia Knight | Customer Service Expert | Passionate about Delivering Exceptional Experiences With three years of dedicated experience in customer service, I have honed my skills in creating memorable and impactful interactions that drive customer satisfaction and loyalty. My journey began with a commitment to understanding customer needs, and has evolved into a genuine passion for fostering positive relationships and resolving challenges with empathy and efficiency. I thrive in fast-paced environments and excel at transforming feedback into actionable insights, ensuring that every customer feels valued and heard. My ability to communicate effectively and build rapport has not only strengthened customer connections but has also contributed to team success and organizational growth. Beyond my hands-on experience, I am deeply committed to continuous improvement and professional development. I actively seek opportunities to enhance my skill set, whether through training programs, industry seminars, or collaborative projects with my colleagues. I believe that a successful customer service approach is rooted in adaptability and innovation, and I strive to utilize technology and best practices to elevate the customer experience. As I look to expand my career, I seek to join an organization that values customer-centric strategies and fosters a culture of excellence, where I can contribute my expertise and passion for service. Let’s connect and explore how we can work together to create exceptional experiences for customers and drive success for our teams.

Hey, Mark here, at your service! I have experience with both physical and digital products. - For physical, I made a manufacturing company over $100k in two months through an automated process report - In the software world, I created a tool to manage over $150k/month in revenue across 46 customers - I decreased cycle time for software development by 50% in 1.5 months at a small SaaS company by altering the process If you're stuck dealing with the same boring and burdensome administrative work or simply swamped with all the tasks that you or your team are managing on a daily basis, I promise you that I can make a meaningful impact for you business. Give me a shout and we'll get you your time back!

Hi, I’m Amanda! 🙂 You started your business to pursue your passion, solve real problems, and build something meaningful... not to get lost in spreadsheets, bank feeds, or tax-time stress. You may be an expert in your craft, but that doesn’t mean you have to be an expert in accounting too. If you’re looking to say goodbye to bookkeeping stress and overwhelm, I’m looking forward to making your life a lot simpler as your new bookkeeper by providing peace of mind, financial clarity, and books you can trust. As a dedicated QuickBooks Online ProAdvisor with over 5 years of experience and a degree in Accountancy, I specialize in taking the financial weight off your shoulders. I handle the back-office bookkeeping so you can get back to doing what you love while knowing your business finances are accurate, compliant, and ready for growth. Whether we are starting from today or have 3 years of messy transactions to work through, I offer judgment-free support and customize my services to your needs. 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗚𝗲𝘁 𝗪𝗵𝗲𝗻 𝗬𝗼𝘂 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲 ✔ More Time Back - Let me help you create easy, sustainable systems so you can focus on running and growing your business. ✔ Clear Financial Reports - Receive organized, up-to-date reports that help you make confident, strategic decisions without guessing. ✔ Stress-Free Tax Preparation - Your books will be tax-ready year-round, making tax season smooth and simple. I’ll even coordinate with your CPA to keep the questions and adjustments out of your hair. ✔ Ongoing Support - Have a reliable professional you can message anytime you have financial questions. Even if you’re handling your bookkeeping on your own, it never hurts to have someone on hand to help when needed. 𝗪𝗲’𝗿𝗲 𝗮 𝗚𝗿𝗲𝗮𝘁 𝗙𝗶𝘁 𝗜𝗳 𝗬𝗼𝘂’𝗿𝗲 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 •My receipts are completely unorganized •QuickBooks is overwhelming; I need this simplified! •Looking at my bank balance stresses me out •I’m worried I might be overpaying in taxes •Why is my QuickBooks balance different than my bank balance? •What are these reports supposed to tell me? How do I read them? •I don’t know if I’m doing this right. I need someone to teach me how to do my bookkeeping and what my workflows should look like •I need someone reliable to handle bookkeeping so I can focus on growth. Client niches I commonly work with include: ✅ US Service-Based Businesses – Anything from Dog Groomers to Event Entertainment! ✅ Marketing Agencies & Professional Service Firms ✅ Real Estate, Short-Term Rental, Property Management The types of bookkeeping work my clients commonly get my support with include ☑️ QuickBooks Online Setup, Training & Consulting ☑️ Ongoing Bookkeeping – Monthly, Quarterly, or Annually ☑️ Transaction Management, Categorization, Reconciliations & Financial Reporting ☑️ Bank, Credit Card & Loan Reconciliations ☑️ GAAP Aligned, IRS Compliant, Audit Ready Bookkeeping ☑️ Bookkeeping Cleanup & Catchup Projects ☑️ Monthly or Quarterly Reviews to Check for Accuracy and Areas of Improvement ☑️ Tax Time Review, Preparation & CPA Handoffs ☑️ Chart of Accounts Setup & Optimization ☑️ Financial Report Analysis & Preparation - Profit & Loss, P&L, Balance Sheet, Cash Flow 📱A successful business means having a team that works like a well-oiled machine... let me help you rise to the top and become an asset to your team. If you’re behind on your books, unsure about your financial reports, or want a properly built QuickBooks system, let’s connect. 📞 𝗧𝗼 𝗯𝗼𝗼𝗸 𝗮 𝗰𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 𝗰𝗮𝗹𝗹 about your bookkeeping needs, send me an invite to your project or a direct message on Upwork. Amanda S, B.Acc Small Business Bookkeeper QuickBooks ProAdvisor Keywords to find me on Upwork: QuickBooks Bookkeeping, QuickBooks Cleanup, QuickBooks, QuickBooks Online, QuickBooks Online Bookkeeping, QuickBooks Accountant, QuickBooks Payroll, QuickBooks Online ProAdvisor, Bookkeeper QuickBooks Online, Accounts Payable, Accounts Receivable, Financial Statement Analysis, QuickBooks Consulting, QuickBooks Consultant, QuickBooks Mentor, QuickBooks Training, Bookkeeping Teacher, QuickBooks Cleanup Specialist, QuickBooks Reconciliation, QuickBooks Online Expert, QuickBooks Reconciliation, Bank Reconciliation, Bookkeeping Cleanup, Bookkeeping Catchup, Small Business Bookkeeping, Financial Analyst, Monthly Bookkeeping, Bookkeeping Coordinator, Quarterly Bookkeeping, QuickBooks Data Entry, Financial Reports, Multi Entity Bookkeeping, Bookkeeping Expert

Hi my name is Latasha D. Evans. I am an United States Army Veteran with one tour of deployment. I have been married for 18 years and have two children a boy and a girl. My experiences are doing a lot of data entry, customer service representative, tax services, and technical support work.