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in the Philippines

I'm a U.S. Citizen semi-retired in the Philippines. You get Philippines/Off-Shore Rates with United States 20+ years experience on all projects. Looking to set up, fix, or restructure a U.S. or foreign-owned entity? I help multi-national founders and organizations get it done correctly from day one, or clean up what was set up wrong. Multi-State Entity Architect / Cross-Border / Tax Structuring, Re-construction & Re-instatement Specialist, Complex Compliance & Resolution Advisor / Asset Protection. Strategic zero tax entity for Hong Kong, Australia, and the U. K. 501(c)(3) Nonprofit, For-Profit LLC, S-Corp, Revocable/Irrevocable Trust & Cross-Border Foreign-owned member LLC Form 5472 Form 1120-Pro Forma (20+ Years Experience) I provide turnkey, A-to-Z guidance for founders, families, and organizations that need more than basic form filing. My work focuses on building compliant structures that actually work together long-term. Founder Logistics & U.S. Administrative Support Many international founders require ongoing logistical support after forming a U.S. entity. In addition to formation and compliance consulting, I can assist with coordination of: • U.S. business address and mail handling • digital mail scanning and compliance notifications • IRS and state correspondence monitoring • registered agent coordination • international document forwarding • U.S. courier and document logistics • coordination with CPAs, attorneys, and banking institutions My services are often bundled alongside entity formation and cross-border compliance consulting. I’m James Rose, an IRS PTIN-certified tax preparer and strategist with over 20 years of experience helping U.S. and international clients design, form, file, and reorganize for-profits, nonprofits, trusts, and multi-entity structures. This includes forward-looking tax planning, compliance, and required federal and state filings. I’m semi-retired from traditional practice, which means my focus is not volume or speed, but thoughtful structure, clarity, and long-term sustainability for each client. As part of my strategic approach, I also prioritize direct conversation, by video or call, so you know exactly who you’re working with and how I approach your project. Why Work With Me • I prepare a clear executive summary in advance outlining your specific structure • 20+ years of hands-on experience, not a side service • U.S. and foreign founder structures (for-profit, nonprofit, trust) • Plain-English explanations of the what-if's, when’s, and how’s • Strategy driven work, not assembly-line filings What I Deliver (ALL Filing Fee's Included In My Quotes) • Entity formation and restructuring (LLCs, C-Corps, S-Corps, 501 nonprofits) • Revocable and irrevocable trusts, including IP and family structures • Articles, bylaws, resolutions, minutes, and governance documents • EIN's, IRS and state filings, and ongoing compliance • IRS Forms 1040 / 1120 / 1065 / 1023 / 1023-EZ / 990 / 941, etc. and required tax returns • Strategic consultations focused on compliance and forward looking strategic planning Your End Result Clients receive startegic & well-structured entities positioned for approval, sustainability, and long-term success, not just this year, but moving forward. I’m happy to answer questions and help you determine the right structure for your goals in an Upwork chat, audio, or video call.

I’m a Certified QuickBooks Online ProAdvisor and Bookkeeper with 4+ years of experience helping small businesses stay organized, compliant, and tax-ready. I specialize in: ✅ QuickBooks Online setup, clean-up & conversions from other systems ✅ Chart of accounts customization tailored to your business ✅ Bank & credit card reconciliations ✅ Accounts Payable & Accounts Receivable management ✅ Payroll setup, processing & tax filings ✅ US sales tax setup, tracking & filing ✅ UK VAT returns preparation & submission (MTD compliant) ✅ Inventory management & job costing ✅ Class & location tracking for accurate reporting ✅ Custom reports, dashboards & performance insights ✅ Integrating QuickBooks with apps (POS, eCommerce, payment processors, etc.) ✅ Troubleshooting QuickBooks errors and data issues ✅ End-of-year books review & CPA/tax-preparer collaboration I’ve worked with restaurants, retail, and service-based businesses—making bookkeeping simple, accurate, and stress-free. My clients count on me for detail, reliability, and clear communication while ensuring their books are always ready for tax filings, VAT returns, and key business decisions.

Hi, thank you for viewing my profile. I am a Certified Public Accountant specializing International Taxation related to all Corporate Income and Business Taxes and Expert in US Sales and Use Taxes & US Local Taxes in multiple states. I also have extensive experience in Canada Goods and Service Taxation & Singapore Goods and Service Taxation. I am QuickBooks Online Certified ProAdvisor doing full-cycle accounting in QuickBooks. I'm also an experienced Bookkeeper and Accountant and knowledgeable in various accounting systems like SAP ERP, SAP BW, Oracle R12 and 11i, NetSuite, Wave, and Xero. I have so much passion in Taxation, Accounting, and Bookkeeping. I am detail-oriented, organized, and can work independently with can-do-all attitude.

Do you want to enjoy freedom, more profit, and peace of mind?👇👇👇 💡 Your business's financial success starts with effective bookkeeping. 💡 I pay close attention to detail and maintain a high level of accuracy in your financial records. 💡 I track and categorize your expenses to provide you with a clear view of your financial position. 💡 I reconcile your bank accounts to ensure accuracy and identify any discrepancies. 💡With my bookkeeping services, you can efficiently manage your finances and achieve your business goals. 💼𝙎𝙚𝙧𝙫𝙞𝙘𝙚𝙨 𝙤𝙛𝙛𝙚𝙧𝙚𝙙 QuickBooks Online: ● Help the client choose the right subscription ● Company settings (sales, purchases, product and services, accounting method) ● Adding customers and vendors ● Creating invoice ● Creating billing ● Manual uploading of bank, credit card, and PayPal statements ● Bank reconciliation ● Setting up bank rules ● Add, match, and exclude bank transactions ● Setting up recurring transactions (billing, invoicing, journal) ● Inventory management ● Generation of reports (Balance Sheet, Income Statement, Trial Balance) Xero: ● Xero software setup and customization ● Bank and credit card reconciliations ● Accounts payable and receivable management ● Payroll processing and reporting, including PAYG and superannuation ● GST and BAS preparation and lodgment ● Financial reporting and analysis US Tax Preparation: ● 1040-Due diligence, W2, 1065, 1098, 1099, 1120, 1120-S. Schedule C Income and Expenses, Depreciable Assets Software: Drake, TaxSlayer Pro 🪛𝙏𝙤𝙤𝙡𝙨: ● Telegram ● Discord ● Google Drive ● Google Sheet ● Microsoft Excel ● Zoom ● Slack ● Loom ● Paypal ● Trello ●Canva ●Leadsimple ●RingCentral 🎓 Bachelor of Science in Accountancy 🛠️ 8+ years of experience in Bookkeeping 📜 QuickBooks ProAdvisor Certified 📜 Xero Certified Advisor 📜 5-Week Extensive Training in US Tax Preparation 🟢Sound like what you need? 👇👇👇 3 quick steps 1️⃣Send me an Upwork message 2️⃣Click the Green Schedule Meeting button 3️⃣Choose one for 15 Minutes and I'll confirm a timeslot P.S. This will be one of the best decisions you have made in a while. Jane

I’m a CPA and QUICKBOOKS Online ProAdvisor, XERO Certified Advisor, QUICKBOOKS Online Payroll Certified, Intuit Certified Trained Bookkeeper and expert in WAVE, ZOHO, FRESHBOOKS, INTUIT TURBO TAX (self-employed and business), TAX ACT, INTUIT PROCONNECT, DRAKE TAX SOFTWARE. Offering part-time, full-time, project based and monthly retainer services for businesses of all sizes. Look no further! With ten (10) years of experience in cloud accounting software, I help businesses maintain accurate, up to date and TAX-READY financial records while saving time and reducing stress. 📊Industries I Know: ✔ Car Plates and Titling ✔ Business Consulting Firm ✔ Non-Profit Organizations ✔ Back Office of Hospital Clinic ✔ Real Estate Company ✔ Property Rental Company ✔ Massage and Spa with various branches ✔ Ecommerce Shopify Business ✔ Accounting and Bookkkeeping Firm ✔ Flooring Industry ✔ Electronic Component Sales ✔ Financial and Services Company ✔ Agricultural Industry ✔Construction Company 📊Why Work with Me? ✔ Proficient and Expertise – QUICKBOOKS Online ProAdvisor, XERO Certified Advisor, QUICKBOOKS Online Payroll Certified and expert in WAVE, ZOHO, FRESHBOOKS, INTUIT TURBO TAX (self-employed and business), TAX ACT, INTUIT PROCONNECT, DRAKE TAX SOFTWARE. ✔ Timely & Responsive – Reliable communication and deadlines met, every time. ✔ Accuracy & Reliability - Error-free bookkeeping to keep your finances in order. ✔ Time-Saving: Free you from administrative tasks so you can focus on growing your business. ✔ Confidentiality: Your financial data is secure and handled with the utmost professionalism. ✔ Affordable & Reliable – High-quality bookkeeping at competitive rates 📊What I Offer? ✔ Familiar with Tax Applications for 1040, 1120s, 1120c and 1065 tax preparation: -INTUIT TURBO TAX (Free, Deluxe, Premium, Business - (offer to assist the clients for self tax preparation and filing) -TAX ACT - (offer to assist the clients for self tax preparation and filing) -INTUIT PROCONNECT - (willing to collaborate with tax firms as tax preparer) -DRAKE TAX SOFTWARE - (willing to collaborate with tax firms as tax preparer) ✔ Financial Statements & Reports (for TAX PREPARATION AND FILING) – P&L, Balance Sheet, Cash Flow Analysis ✔ Bank & Credit Card Reconciliations – Ensuring accurate and up-to-date records ✔ Accounts Payable & Receivable Management – Timely invoicing and payments ✔ Full-Cycle Bookkeeping: AP/AR, bank reconciliations, expense tracking, and month-end closing. ✔ Accounting Software Expertise: QuickBooks Online, Xero, FreshBooks, Wave, Zoho and Excel. ✔ Payroll & Tax Support: Payroll processing, reconciliation of payroll accounts and preparing reports for CPAs. ✔ Clean-Up & Catch-Up: Fixing disorganized books, resolving discrepancies, and setting up efficient systems. ✔ Financial Reporting: Profit & loss statements, balance sheets, and cash flow analysis. ✔Monthly/Year-End Financial Statements (P&L, Balance Sheet, Cash Flow) ✔E-Commerce Accounting: Shopify/Xero/QBO integrations, inventory tracking ✔Multi-Entity Reporting: Consolidation of financials across locations and branches Let’s simplify your finances and keep your books in perfect shape. Ready to get started? Let’s connect! 🚀 Your Next Bookkeeper/Accounting Ace, Russell

Highly-skilled Full-charge Bookkeeper and Tax Preparer with over 9 years of experience. Currently, I am the senior bookkeeper and lead tax preparer for a growing firm based in California. I also have a couple of Melbourne-based Australian clients for long-term bookkeeping engagements. I can help with everything from setting up a client's accounting system from scratch to the month-to-month bookkeeping and all tax return filings. Experienced in doing bookkeeping for US and Australian clients. I am a Certified Public Accountant in the Philippines and have Cert IV in Bookkeeping and Accounting and Advanced Diploma of Accounting degrees in Australia. I am a QuickBooks ProAdvisor and a Xero Certified Advisor.