I am a Certified Public Accountant (CPA) and certified QuickBooks ProAdvisor. I have 4 years of experience in the tax and accounting field. I have prepared taxes for over 2,000 clients, and currently do monthly accounting and tax coaching. I currently service clients either monthly, quarterly, or just as-needed. My services include but are not limited to:
-Bookkeeping / Bank Reconciliations
-Multi-Year Book Cleanups/Catchups
-Financial Statement Preparations
-Tax Planning & Preparing
-Tax Strategy and Coaching
-Payroll Services
-Sales Tax
-LLC / Business Registrations and Annual Filings
Please reach out for pricing as many of these are fixed rate services tailored around the value provided and your budget!
If you don't see something listed, I may still be able to assist you. My goal is to save you money and save you time while not sacrificing the quality of service you deserve!
-Damien Siegel, CPA
Accounting
Certified Tax Preparer
Intuit QuickBooks
Bookkeeping
Tax Accounting
Xero
CCH Axcess
CPA
QuickBooks Online
Gusto
Payroll Accounting
Bank Reconciliation
Volodymyr U.
Pompano Beach, Florida
$99/hr
5.0
4 jobs
I help small and mid-sized businesses in the $5M to $250M revenue range get clean, investor-grade books and a month-end close that actually closes on time, without hiring a full-time finance team.
That range is where I've spent my career. I'm a US-based CPA (active, Delaware), IRS-registered tax preparer (PTIN), MBA, and PMP with 23+ years running US corporate accounting and finance as a Corporate Controller and CFO. Companies at SMB size are big enough to have real complexity (multi-entity, inventory, revenue recognition, audits, lenders, investors) but rarely big enough to carry a full finance department. That gap is exactly what I fill.
You work directly with me. No account managers, no handoff to a junior, no agency markup.
What I do for clients:
- Bookkeeping and monthly close: QuickBooks Online and Xero cleanup and categorization, reconciliations, accruals, and a close that lands on schedule.
- Controller and Fractional CFO: financial reporting, board packs, cash-flow and runway visibility, KPI dashboards, and internal controls.
- Startup and SaaS accounting: investor-grade books, ASC 606 revenue recognition, deferred revenue, and runway/burn reporting.
- E-commerce and inventory: Amazon and Shopify multi-channel, COGS and inventory accounting, and margin reporting.
- ERP systems and integrations: QuickBooks, Xero, NetSuite, Sage Intacct, and Acumatica. Setup, cleanup, custom reports, and the integrations that connect them (Shopify, Amazon, Stripe, BILL, Ramp, HubSpot, 2AX, Cin7) using native APIs.
Credentials: certified in QuickBooks Online, QuickBooks Desktop, Intuit Enterprise Suite, Payroll, Automation and AI, and Xero (associate and professional). Hands-on implementation and migration experience in NetSuite, Sage Intacct, and Deltek Costpoint, plus 38 completed Acumatica Open University courses covering financials, project accounting, construction, distribution, the REST API, and customization.
Standards I work to: US GAAP, ASC 606, ASC 842, plus FAR, CAS, and DCAA for government-contractor clients.
The edge on systems work: most integrations get built by someone who knows the tool but not the accounting, so the data syncs and the numbers are still wrong. I'm the accountant who also builds the pipeline, so it ties.
I also run an AI-augmented bookkeeping workflow on top of the QuickBooks file you already have, with no migration and a two-way sync, so you get always-on accuracy, AR/AP follow-up, accurate accruals, and a morning financial briefing, while you stay in full control.
A simple way to start: message me and I'll set up a free 30-minute call, map your current accounting workflow, flag the quick wins, and give you a clear start-here plan, no obligation
For e-commerce and inventory-based businesses I work across the full stack: A2X and Cin7, plus Dext, Ramp, Gusto, and Bill for AP and spend, and Shopify and Amazon payout reconciliation, so sales, fees, refunds, and COGS actually tie to the ledger.
CPA
Project Management Professional
Bookkeeping
QuickBooks Online
Xero
Financial Reporting
Financial Accounting
Account Reconciliation
Accounts Payable
Accounts Receivable
Financial Analysis
Financial Planning
Month-End Close Assistance
Cash Flow Analysis
Budget Management
Cost Accounting
GAAP
Oracle NetSuite
Sage Intacct
ERP Software
James W.
Boca Raton, Florida
$25/hr
5.0
1 jobs
I am a highly analytical tax professional looking to help out. I have my Masters of Taxation and I have 10 years of bookkeeping & tax preparation services. Currently own my own accounting firm and have time to help out others.
Tax Preparation
Bookkeeping
Month-End Close Assistance
Financial Reporting
Tax Accounting
Payroll Reconciliation
HR & Business Services
Marcus M.
Miami, Florida
$185/hr
4.9
652 jobs
A seasoned tax professional, and former IRS Auditor familiar with International Taxation, IRS resolution, and tax advisory. My tax experience predominantly includes helping individuals who reside abroad and business owners operating overseas: expats/digital nomads working abroad, U.S. corporations with foreign subsidiaries, non-residents, foreign investors, as well as dealing with foreign corporations, foreign partnerships, and reporting foreign financial assets.
Extensive experience with the preparation of the following personal and business U.S. tax filings for Individuals, LLC’s, Partnerships, S-Corporations, C-Corporations (generally charge a flat fee based on complexity):
- Form 1040 U.S. Individual
- Form 1040NR (Non-Resident)
- Form 1065 Partnership/LLC
- Form 1120 C-Corporations
- Form 1120 S-Corporations
Furthreomre, inclusion of various international tax reporting forms:
- Form 2555 - Foreign Earned Income Exclusion
- Form 1116 - Foreign Tax Credit
- Form 5471 - Controlled Foreign Corporations
- FBAR - Report of Foreign Bank and Financial Accounts (FBAR)
- Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
Further experience includes:
• Ensure clients are meeting tax compliance obligations pertaining to deadlines, tax payments, and return filing.
• Communicate with current clients for requests for documentation, planning, responding to inquiries, and the and tax effects of certain transactions.
• Develop International Tax Structures for clients to plan the most efficient tax structure and compliance summary for their business.
• Assist clients with annual tax planning for tax reduction/avoidance or deferral.
• Consult with potential clients regarding tax compliance and resolution.
• Help in resolving past tax compliance issues, as well as recommend streamlined filing compliance procedures for those who qualify.
Tax Preparation
Corporate Tax
Tax Return
International Taxation
US Taxation
Taxes
Tax Law
Tax Planning & Advisory
Tax Strategy
Juan M.
Davie, Florida
$50/hr
5.0
40 jobs
I am a certified Enrolled Agent (EA) with over 9 years of experience preparing accurate and compliant tax returns for individuals and businesses across the U.S. My expertise includes federal and multi-state filings, complex tax situations, and delivering personalized advisory services that build trust and confidence.
What I Offer:
1. Tax Preparation: Proficient in preparing 1040, 1120, 1120S, 1065, and 1040NR returns.
2. Advisory Support: Tailored tax strategies to minimize liabilities and support informed decisions.
3. Client-Centric Approach: Partnering with tax firms to enhance service quality and client satisfaction.
4. Up-to-Date Knowledge: Continuously learning to stay ahead of U.S. tax law changes.
I am committed to providing accurate, value-driven solutions for your tax preparation and advisory needs.
Let’s collaborate to streamline your tax processes and deliver exceptional results.
Tax Preparation
Corporate Tax
Intuit QuickBooks
Sales Tax
Tax Preparation Software
Tax Return
IRS Income Tax Audits
US Taxation
Intuit TurboTax
Bill L.
Fort Lauderdale, Florida
$60/hr
5.0
217 jobs
✅ 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!
Tax Preparation
Intuit QuickBooks
Bookkeeping
Bank Reconciliation
Payroll Accounting
Accounts Payable
Accounts Receivable
Expert
Invoicing
Account Reconciliation
QuickBooks Online
Financial Accounting
Inventory Management
Budgeting & Forecasting Software
Financial Analysis
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