Name: Tax Preparers
Brand: Upwork
Rating: 4.7 (202 reviews)

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4.7/5

based on 202 client reviews

$60 hourly
- 4.9/5
- (62 jobs)
Discover peace of mind with your finances! Many business owners tackling bookkeeping themselves often find themselves overwhelmed and confused, resulting in messy books. As a Certified QuickBooks ProAdvisor and Accountant by trade, I specialize in bringing clarity to your financial records. With my expertise, you can trust that your numbers are accurate and your focus remains on growing your business. If you're seeking a financial partner who goes beyond mere bookkeeping to actively optimize your company's growth, then let's connect! Here's how I support my clients: ✔️Cleanup of Books ( One-time Project, with monthly maintenance / bookkeeping) ✔️Full Charge Bookkeeping (Bank reconciliation, Sales & AR management, AP management, Expense tracking, Payroll, Inventory Management, Sales Tax filing and payment) ✔️Full Cycle Bookkeeping - Closing of books / month-end close preparation; Profit & Loss, Balance Sheet, Cashflow statement Industries Served: 💰 Construction / Contractors 💰 Ecommerce 💰 Advertising / Digital Marketing 💰 General Service Industry 💰 Restaurants 💰 Trucking 💰 Real Estate / Property Management 💰 Lawn Care/ Landscaping 💰 Retail Software Expertise : 💠Quickbooks Online 💠 Avalara 💠 Asana 💠 Amazon Payee Central 💠 Amazon Seller Central 💠 ADP 💠 Ascend TMS 💠 Billpay 💠 Box 💠 Corpay 💠 Canopy 💠 Coconstruct 💠 Clickup 💠 Dext 💠 Dropbox 💠 Hubdoc 💠 Invoice2go 💠 Gusto 💠 Paychex 💠 Jetpack 💠 Google Sheet 💠 MS Office Applications

Tax Preparation
QuickBooks Online
Tax Preparation Software
Sales Tax
Account Reconciliation
Financial Analysis
Intuit QuickBooks
Bookkeeping
Microsoft Excel
Accounts Receivable
Payroll Accounting
Zoho Books
$50 hourly
- 4.9/5
- (21 jobs)
Accuracy and timeliness are important to me and I will not complete my work until you are 100% satisfied. Therefore, all work is completed by myself alone (NO OUTSOURCING) and I provide a money back guarantee if your expectations are not met. I am a dedicated professional having 11 years of experience preparing taxes and over 6 years of experience in payroll processing, bookkeeping, project management, data collection, research, and office administration. To leverage my experience, I have also acquired education in both Financial/Managerial Accounting and Google Ads. I am an autonomous individual with a keen ability to navigate numerous complex assignments. I possess the ability to adhere to new tasks and fashion industrious business models with substantial experience in accounting and general business management. My previous work has been used to optimize the financial decision making of companies of varying industries and individuals alike. I am an expert in the following: Payroll Rules and Regulations Personal Tax Filing (Federal/State) and Tax Code State of Texas Quarterly Filing and Registration IRS Remittance/Terminology Chart of Accounts Mastered Applications: Intuit QuickBooks Online Intuit QuickBooks Desktop Intuit Tax Software ADP Payroll Systems Google AdWords Google Analytics Google Ads 360 PDF Conversion Adobe Acrobat DC Pro Microsoft Office Microsoft Outlook Microsoft Word Microsoft Excel Microsoft PowerPoint

Tax Preparation
IRS Income Tax Audits
Financial Audit
Financial Plan
Tax Strategy
Bookkeeping
QuickBooks Online
Regulatory Intelligence
Regulatory Compliance
Accounting
Communications
CRM Software
Payroll Accounting
Financial Analysis
Tax Law Compliance
$60 hourly
- 5.0/5
- (47 jobs)
I love to work closely with my clients by providing reports needed to stay on top of their business. I provide accurate and up to date books so my clients have a well rounded understanding of their business. If your books are behind or disorganized, I am able to complete a thorough cleanup and keep them up to date. I will also take care of your business and personal taxes, whether you are just starting out or have been in business for years. I am a Certified Public Accountant in the State of Texas. I have a Bachelors Degree in Accounting in addition to my MBA with a concentration in Finance. My goal is to help clients understand their financials within their business. Please feel free to check out my website for additional information. rdowdlecpa.com

Tax Preparation
Tax Preparation Software
Corporate Tax
CPA
Certified Tax Preparer
Bookkeeping
Income Statement
Cash Flow Statement
Financial Report
Chart of Accounts
Accounts Receivable
Balance Sheet
Intuit QuickBooks
$50 hourly
- 4.8/5
- (72 jobs)
I am an accomplished Tax Professional with 28 years experience in business and personal taxes. *If you give me 10 min, I might save you 10K if not more ! *I promise to manage your project from start to finish . *I keep constant communication with my clients and this is very important to my work ethic.

Tax Preparation
KPI Metric Development
Tax Planning & Advisory
Business Analysis
US Taxation
Financial Modeling
Bookkeeping
Payroll Accounting
Oracle NetSuite
Cash Flow Statement
Balance Sheet
Intuit QuickBooks
Bank Reconciliation
Income Statement
$70 hourly
- 5.0/5
- (41 jobs)
As a Certified Public Accountant, I offer a track record of achievements in adopting strong financial controls, driving continuous improvements, optimizing financial results, and ensuring compliance with all applicable industry regulations. I believe my track record as a CPA makes me well equipped to handle the responsibilities your firm expects of me as an Accountant. I am proficient in accounting software, including, but not limited to, MS Excel, Word, PowerPoint, and various other tax and accounting software. I provide expert oversight of the general ledger, reporting, analysis, budgeting, and forecasting for the company. My expertise focuses on exceptional Analytical and Communication Skills. My empathic nature allows me to quickly and effectively address different client issues. My willingness to learn, adapt, and pay attention to detail has helped my previous employers reach their company goals. My pleasant personality has fostered strong connections with supervisors, peers, and clients.

Tax Preparation
Asset Management
Fraud Detection
Sales Tax
Financial Statement
CPA
Bookkeeping
Accounting Software
Financial Accounting
Payroll Accounting
Accounts Receivable
GAAP
Account Reconciliation
Accounts Payable
$55 hourly
- 4.7/5
- (107 jobs)
During my professional career, I have worked with individuals who have made so little they were crying at my desk, all the way to people who made so much money the numbers barely fit on their tax forms. These experiences with everyone across the board have allowed to me to acquire a specialized skill set with individuals and their businesses creating a comprehensive service managing everything related to them starting their business, structuring it, keeping everything organized (bookkeeping, tax planning), all the way down to the ground floor with their personal return and financial plan. My approach allows people to get the information they need to make the best financial decision with their business and personal situations. Notable Work Experience: Assistant Controller at a Dallas Tech firm building out their accounting department processes Tax work with large C-Corps (100m+ revenue) and partnerships Tax returns and S-Corp specialty with Doctors, Lawyers, High net worth individuals I have worked with numerous industries including: Healthcare: Dental practices, Emergency Medicine Docs, Family Practice clinics, Health and Beauty Staffing: Executive staffing firms, Temp staffing Food and Beverage: Cafes/Tea Shops, Restaurant chains, Franchises Law: Para-Legal firms, Individual Attorneys, Legal practices Technology: App development, FAANG individuals (Stock options, options/straddles) High Net Worth individuals: Over 250k income per annum, Accredited investors with associated investments Real Estate: Syndications, Real Estate Investment, Individual Single/ Multi Family Rentals, Crowdfunded real estate I can do any of the following tasks: Setting up entity, consulting on entity type, building presentations for board meetings, data entry, consulting, bookkeeping, tax, financial consultation, administrative tasks, tax return & payroll filings, and much more. Happy to schedule a call to learn more about the project and looking forward to working together soon, Dustin

Tax Preparation
Tax Planning & Advisory
QuickBooks Online
Tax Strategy
US Taxation
Financial Accounting
Intuit QuickBooks
Bookkeeping
Tax Return
Account Reconciliation
Bank Reconciliation
$75 hourly
- 5.0/5
- (60 jobs)
Are you looking for a tax preparer that knows the ins and outs of helping small business save money on taxes? Do you want more than just someone to put numbers on a form? Too many times tax prep is just regurgitating numbers from one place to another with little to no thought paid to what a taxpayer might do different to reduce their taxes. The tax preparation industry is struggling right now with an ever increasing complex tax code, fewer people willing to do this work and now more IRS agents on the way to stick it to the American people who can't afford expensive CPA's and tax attorneys. My name is Adam and I have 8 Years experience as an Enrolled Agent. Enrolled Agents are licensed by the Treasury Department to represent taxpayers on all matters before the IRS. As an EA, I am required to participate in annual education to keep up with on-going tax law changes. I have prepared personal returns, small business, and non-profit with a particular emphasis working with small business owners and those doing freelance or other side hustle work. As a freelancer myself, I know the tricks and traps to watch out for in the tax realm. I also have experience in developing advanced tax strategies to help reduce taxable income. I'll go over your situation and work to determine what can be done to minimize your tax burden to free up funds for better uses. Services I provide include: - Individual Tax Returns - Business Tax Returns - Prior year Returns - Amended Returns Note that my focus is with clients who are running a small business or have independent contractor income. (Did you get a 1099-NEC? That's you!) I am also a licensed financial planner but focus on financial coaching more so than wealth management. Reach out and we'll have a conversation to establish if we are a good fit for each other.

Tax Preparation
Tax Strategy
Personal Budgeting
Tax Planning & Advisory
Personal Finance & Wealth Management
Tax Return
$75 hourly
- 5.0/5
- (18 jobs)
Hi, I’m Vijay Malani, a trusted tax preparer with over 8 years of experience specializing in tax preparation, accounting, and financial advisory. As an IRS Authorized Tax Preparer, QuickBooks ProAdvisor, and an ACCA-certified professional, I’ve successfully filed 735+ tax returns for businesses and individuals across industries. My top-rated status and 100% job success score on Upwork reflect my commitment to delivering exceptional results for my clients. Who I Help: I work with business owners, entrepreneurs, and individuals seeking expert guidance on taxes and financial management. My clients come from diverse industries such as Real Estate, E-Commerce, Professional Services, Manufacturing, Technology, and more. What I Offer: ✅ Tax Preparation & Filing - Federal and state income tax filings for 1040, 1120, 1120-S, 1065, and Schedule C filers. - Special expertise in multi-state taxation and international reporting requirements. ✅ Bookkeeping & Financial Reporting - Accurate, organized, and compliant financials tailored to your business needs. - Customized reports for better decision-making and cash flow management. ✅ Tax Planning & Strategy - Proactive strategies to reduce tax liabilities and maximize savings. - Advisory tailored for LLCs, S-Corps, C-Corps, and partnerships. ✅ Payroll Processing - Seamless payroll management using Gusto, ensuring compliance and timely payments. ✅ Sales Tax Filing - Expertise in filing and remitting sales tax across various U.S. states. ✅ CFO Services - Budgeting, forecasting, and strategic advice to help your business scale with confidence. ✅ IRS Resolution Support - Assistance with IRS notices, audits, and compliance issues to provide peace of mind. Certifications & Credentials: - IRS Authorized Tax Preparer - Associate Chartered Certified Accountant (ACCA) - QuickBooks ProAdvisor - Gusto Payroll Certified Why Choose Me? 🚀 Proven Expertise: Over a decade of hands-on experience delivering top-notch tax and financial solutions. 🎯 Results-Driven: My 100% job success score and top-rated status on Upwork speak volumes about my dedication to client satisfaction. 🔎 Detail-Oriented: I leave no stone unturned, ensuring accuracy, compliance, and maximum savings for every client. 💼 Industry Knowledge: Deep expertise in Real Estate, E-Commerce, Manufacturing, Technology, Healthcare, and more. 🤝 Client-Centered Approach: I tailor my solutions to match your unique goals and challenges. What My Clients Say: “Vijay’s expertise saved me thousands in taxes! His meticulous attention to detail and proactive communication are unmatched.” “I’ve worked with several CPAs, but Vijay stands out. He simplified complex tax issues and delivered outstanding results.” Let’s Work Together! Whether you need year-round bookkeeping support, tax filing, or strategic financial advice, I’m here to help you save time, money, and stress. Contact me today, and let’s start building a stronger financial future for you or your business!

Tax Preparation
Accounting Basics
Tax Planning & Advisory
Financial Statements Preparation
Financial Accounting
Wave Accounting
Xero
Bank Reconciliation
QuickBooks Online
Accounting
Bookkeeping
Sales Tax
Corporate Tax
Certified Tax Preparer
Tax Accounting
$63 hourly
- 4.9/5
- (222 jobs)
I pride myself in Top-notch, Multifaceted Business and Tax Consultancy services/solutions, including but not limited to:Accounting,Consulting,Tax preparation,Tax consultancy,Tax planning,Business Planning,Marketing planning and Strategy ,Book-keeping, Financial Analysis,Compilations,Reviews,Audit,Trademark Application and Registrations/Renewals at the best possible rate to all and sundry..............If I wont do it right,I won't do it at all

Tax Preparation
Content Writing
Document Review
Marketing Strategy
HTML
Financial Management
International Taxation
Bookkeeping
Financial Analysis
Bank Reconciliation
Financial Accounting
Intuit QuickBooks
$75 hourly
- 4.9/5
- (38 jobs)
I am currently a CPA and Manager of Financial Planning & Analysis at a Fortune 500 company looking for some freelance work on the side. I am a motivated hard worker who pays attention to detail while delivering exceptional results. I am proficient at performing: Bookkeeping Financial Analysis Financial Statement preparation Tax Returns Monthly/Quarterly Filings Quickbooks Online Microsoft Excel (including VBA and Macros) Report Building

Tax Preparation
Visual Basic for Applications
CPA
FreshBooks
Financial Statement
Financial Analysis
Intuit QuickBooks
Bookkeeping
Microsoft Excel
$65 hourly
- 2.6/5
- (6 jobs)
I am a certified QuickBooks ProAdvisor. I am highly motivated and self-driven. I recognize Integrity is everything in business. I am very Tech-savvy and have strong communication skills. I take pride in my organizational skills and attention to detail. I understand that having a quick turnaround time is extremely important to my clients and I strive to exceed their expectations on all projects. It would be a pleasure to help you with: Bookkeeping Reconciliation of Bank Accounts Accounts Payable (bill paying) Accounts Receivable (invoicing) Deposit Reconciliation Journal Entries Adjustment

Tax Preparation
Medical Billing & Coding
QuickBooks Online
Account Reconciliation
Accounts Receivable
Bank Reconciliation
Accounts Payable
Data Entry
Customer Service
Bookkeeping
Transaction Data Entry
Microsoft Excel
Tax Return
Intuit QuickBooks
Payroll Accounting
$30 hourly
- 4.7/5
- (26 jobs)
I am a Tax practitioner. tax advisor and a certified bookkeeper and I have an excellent experience of around 15 years as a professional bookkeeper and as a Tax Practitioner. I've been managing books related to all industries and been filing all sorts of personal and business taxes. In addition to bookkeeping and tax preparation services I provide financial modeling services as well. I have an excellent command over various accounting platforms like, SAP, Oracle, QuickBooks Desktop, QuickBooks online, NetSuite, Freshbooks, ZohoBooks, Xero, Waves, Quicken, Webgility, Odhoo, Bill.Com, Apparel Magic etc. I have also used various property management tools like Buildium, Yardi, App folio etc. for real Estate bookkeeping. I have been doing bookkeeping for E-commerce businesses as well involving platforms like Amazon, Shopify, WooCommerce, Etsy, Faire etc. I also provide a regular assistance to many bookkeeping and tax firms while doing bookkeeping and filing taxes for them beside filing taxes for my own clients. I've used various tax software such as ATX , Drake, Ultra Tax, Pro-connect, Lacerte while filing individual and corporate tax returns. Rest assured, I am just a call/meeting away, ready to handle your task with expertise and efficiency! Regards, Ather

Tax Preparation
Data Analysis Consultation
Data Analysis
Tax Strategy
Tax Preparation Software
Tax Planning & Advisory
Tax Accounting
Light Bookkeeping
Tax Theory
Tax Return
Bookkeeping
$25 hourly
- 4.9/5
- (202 jobs)
IT'S TAX TIME! (Price ranges from $15/$45 an "hour" but also work with fixed pricing!) Monthly categorizing & reconciliation. Clean up and/or catch ups. Creating new QBO from scratch. Bank Statement P&L reports. Offering support with the tedious data entry of transferring bank statements to Excel for uploading to your preferred software program! Receipt keying to stay on top of all expenses throughout the year. Invoice generation. Or whatever else you may need! The price depends on the job! (the $15 is a placeholder for smaller jobs, per 15 min increment) I work with both personal and small businesses needing extra data support. I hope to hear from you soon! also** my rate is $20 minimum.. the rate of $15 is for projects that take anywhere from a min to 45min :) THANKS FOR READING! I am ready and available to get started on all projects and assist you with your admin needs! Short and/or unexpected deadlines are welcome! DATA ENTRY - ALL PDF or (scanned documents) to word-excel conversion (or google doc-sheets) Copy typing (like an old manuscript that needs to be editable in word) Formatting of documents, (your document won’t format right, I can fix it) Legal - lease agreements Back data entry to get your company caught up. Creating Excel reports for metrics. Scanned documents can include Pics, handwritten, web pages, old pdfs, etc Really anything you don’t have time to type up or fix I can do it. If you have in-house software that needs to have data entry I can access it online. I can do it! Rates for data entry go from $15 - $30 for formatting. ((But please feel free to message me to discuss any rates!)) I work with a lot of one-time projects for one set price. TRANSCRIPTION Zoom calls, meetings, lectures, audio, and spoken notes. $rates are depending on the type of transcription needed. (live meetings when needed, if available) Translation - Mexico Spanish Spanish to English transcripts/translations. English to Spanish transcripts - document translations. ** I do not do Spanish transcriptions. (UNLESS) you just need notes from the transcription, but I do not do verbatim Spanish audio to Spanish documents. EVEN IF YOU NEED ME TO JUST DO A VOICEOVER, LOOK AT YOUR NEW APP OR QUESTIONNAIRE I CAN DO THIS! NOTHING IS TOO BIG OR TOO SMALL. A list of work I’ve done this season, not in my work history • Month-end data entry for small businesses on Quickbooks online • Invoice help • Spreadsheet bookkeeping for profit - loss statements Literally, feel free to contact me for ANY thing you need to be done... I sit at my home office waiting to help! Even overseas!! The time difference does not bother me I avg about 80 WPM and 10,000 KPH with 98 % accuracy rate.

Tax Preparation
PDF Conversion
Account Reconciliation
Accuracy Verification
Transaction Data Entry
Intuit QuickBooks
Bookkeeping
QuickBooks Online
Data Extraction
Expense Reporting
Spanish to English Translation
Bank Reconciliation
Microsoft Excel
CRM Software
$30 hourly
- 4.9/5
- (174 jobs)
I am Certified Chartered Accountant (ACCA) and IRS Enrolled Agent with a combined 10+ years experience in Accounting, Tax and Audit Services. As an senior level Accounting and Tax Expert, I am here to assist businesses and individuals in accounting and tax needs in compliance with accounting standards and tax laws. I have hand-on expertise in multiple accounting, tax and payroll programs which includes QuickBooks (Desktop & Online), Xero, Wave, R365, Intuit Lacerte, Intuit Proconnect, CCH Axcess, Turbo Tax, Ultra Tax, ADP, Gusto, Intuit Online Payroll, Canopy Tax and other ERP Solutions. I provide following services to my clients: - Maintaining Accounting books in various accounting programs (Accrual and Cash) - Formation, reinstatement and termination of Business entity - Preparation of U.S. and State Tax Returns (Individuals and Businesses) - IRS and State tax audits - Payroll Processing and Payroll Tax Filings - Form 1099 filings - Filing Sales and Use and other state, city and local taxes - Preparation of business and personal financial statements - Preparation of business and other agreements - Preparation of responses to notices - Managing Account Receivable/Payable, Inventories and Fixed Assets. - Preparation of management reports. - Other related Jobs. I am a reliable & trustworthy professional and help my client to my fullest extent and capability. I look forward to working with you.

Tax Preparation
Bookkeeping
Tax Planning & Advisory
Tax Strategy
Taxation
Xero
IRS Resolution
QuickBooks Online
Certified Tax Preparer
Taxes
IRS Income Tax Audits
CPA
Tax Accounting
Tax Return
Sales Tax
$35 hourly
- 4.9/5
- (8 jobs)
For the last 7+ years I've leveraged my Accounting degree to work in accounting and tax preparation/planning. Prior to that I was a database programmer specializing in creating or enhancing custom applications to run businesses, from small law firms to giant corporations. I've also done some unique work in financial analysis, in such areas as trading floor risk management and law firm settlement analysis.

Tax Preparation
Microsoft Access Programming
Financial Analysis
Tax Planning & Advisory
Google Sheets
Microsoft Excel
Accounting
$40 hourly
- 5.0/5
- (2 jobs)
Seasoned account manager with 5 years of experience in Accounting, Executive assistance, and project management. I have a long success rate in all three of these areas as well as financial management. I have continued to expand my knowledge over time to include new software and alternative programs. My expertise in Quickbooks, Microsoft office, Waveapps and additional software's provide for a more fluid and successfully run business. I have provided assistance for numerous businesses to clean up their prior and current year's financial records, as well as day to day bookkeeping to plan for the future. I have a deep passion for assisting others in success and achieving their dreams. My clients are always my first priority and my commitment to their success is my main goal. Over the years I've worked for businesses that valued money more then people and this has taught me a lot about the kind of person I want to be and the services I want to provide. My years of experience working remotely have aided in my ability to maintain security procedures and communication protocols to allow for a comfort when it comes to trust me with your information.

Tax Preparation
Light Bookkeeping
Administrative Support
Bookkeeping
Microsoft Word
Payroll Accounting
Data Entry
Microsoft Excel
$95 hourly
- 5.0/5
- (65 jobs)
With over 30 years experience in business consulting, I can help alot with growing and supporting your business. And we can also schedule a FREE CONSULTATION to discuss your project and goals. (I also can provide a FLAT RATE quote for your project as well.) I support many Fortune 500 companies as well as many small businesses throughout the U.S. in areas of: -- Finance, Accounting, & Taxes -- Operations and streamlining processes -- Business development and growth strategies -- Sales training and recommendations (& increased conversions) I am a strategic problem solver and have much experience in finding areas that make the most impact with the least amount of cost involved. Some small examples of how I can help are: FINANCIAL • Manual to computerized accounting & ERP systems • Monthly/Quarterly Financial Analysis, Review, and Recommendations • Cash Flow Forecasting, analysis and recommendations • Financial Forecast including assumptions and easy-to-change parameters • Create, manage, implement budgets and budget-vs-actual reporting • Implement, train, manage accounting and financial processes and reporting • Recommend/implement business growth and revenue strategies • Recommend/implement increased profit margin and decreased G&A costs strategies • Maximize existing I.T. infrastructure • Train/Support other financial support staff • Create more automated process like onboarding customers or employees MANAGEMENT ADVISORY & SUPPORT • Business Development and Growth Strategies • Financial review, analysis, and improvements • Analyze/Optimize Business Operations, including automation, maximizing IT infrastructure, and streamlining operations • Monthly or Quarterly Financial Review meetings • How to use QB as a management tool, instead of a check register and P&L creator • Improve efficiencies and productivity • Scaling & Growing • Sales, Sales Training, Sales Cycle, Automation, Increased Conversions • Cost Buildup & Price Point Analysis • Due diligence review for M&A (buying or selling a business) • Documenting policies & procedures, including video training modules • Risk Reduction & Internal Controls • General business advisory “partner” to bounce off ideas and brainstorm • Start-up assistance and mentorship • Business turnaround for distressed or unprofitable businesses • Start working with the U.S. Government (GSA and DCAA) plus annual compliance/reporting & DS-1 ACCOUNTING: • Streamline operations for accouting and financial reporting • Reconcile accounts (bank, credit card, merchant, G/L) • Setup QB and other accounting systems • Calculating inventory/COGS • Prepare Income Taxes, Sales Taxes, Payroll Taxes, Excise Taxes • Forensic accounting • Internal audit preparation & support • Implement Onboarding Process of new employees, including mobile and online training programs QUICKBOOKS • Streamline QB Processes • Re-structure or setup Quickbooks settings (Chart of Accounts, Classes, Items, etc) • Clean up or re-build Quickbooks transactions • Prepare Financial statements • Setup Quickbooks, QB payroll, and Job Costing • Processing A/P and A/R • Payroll (Process payroll, payroll tax payments, and payroll tax returns, including W-2s) My rate is flexible based on your project.

Tax Preparation
App Development
Automated Workflow
Process Improvement
Certified Tax Preparer
Sales Optimization
Business Process Management Software
Sales Operations
Financial Reporting
Corporate Tax
Customer Onboarding
Accounting Principles & Practices
Business Process Automation
Intuit QuickBooks
Tax Return
Technical Accounting
Internal Control
Financial Projection
$35 hourly
- 5.0/5
- (4 jobs)
I am a QuickBooks Online expert. I specialize in assisting small business owners with virtual bookkeeping services to make smart financial decisions, avoid cash-flow problems, and freeing up their time to focus on exploring new partnerships and expanding your business. Am I a good fit for you? Are you a small or start up business needing 5 - 30 hours per month of bookkeeping or financials? - Are you using (or ready to switch to) QuickBooks Online? - Do you need an expert who can teach you what you need to know, in a user-friendly manner? - Would you like to be able to ask an expert your questions as needed? If you answered yes to the above questions, here’s how I can help you with your small business. 1. Set Up, Catch Up, and Keep Up your QuickBooks Online Bookkeeping so you don't have to worry about it. I will: - Accurately record your transactions so you can have clean, tax-ready financials - Keep a clean paper trail and attach supporting documentation in QBO - Pay your bills for you using Bill.com - Reconcile your bank accounts so you can be sure the numbers are right - Customize reports so you can understand the numbers 2. Help you choose the rights Apps to integrate with QBO and streamline your processes 3. Work with you to forecast your cash and be prepared for upcoming cash needs 4. Set up a budget and monitor performance against the budget 5. Teach you what you need to know as a small business owner about QuickBooks Online How it works in 3 easy steps: 1. Add me as an Accountant user to your QuickBooks Online account 2. Set up view-only access to your bank, credit card, and loan statements 3. I get your bookkeeping caught up, cleaned up, and kept up so you don’t have to worry! You can find an exact step-by-step guide in my Portfolio. My Qualifications ✔️ I have been working with QuickBooks since 2019 ✔️ I graduated with a B.S. Finance & Computer Information Systems ✔️ I earned my Master’s in Business Administration in 2012 Here's what I want you to do next: Please send me a message so we can start a conversation about your project and your needs. If we are a good fit, you'll get tax-ready, accurate, and timely financials prepared by an expert that you can rely on. Send me a message and let's chat!

Tax Preparation
Financial Projection
Financial Variance Analysis
Account Reconciliation
Bill.com Accounts Payable
Accounts Receivable Management
Financial Statement
Bookkeeping
Budget Management
Cash Flow Statement
Microsoft Excel
Bank Reconciliation
Intuit QuickBooks
$75 hourly
- 5.0/5
- (1 job)
I am an entrepreneurial tax & accounting pro with a passion for innovating the accounting, tax, and financial service industry. I currently serve startups and SMB's by offering innovative back-office solutions for bookkeeping, tax, and much more. I utilize my technical experience from working in public accounting firms, publicly traded companies, and startups to deliver a holistic approach to the complex problems faced by businesses of all sizes. My notable professional licenses and achievements include: - Bachelor's Degree - Accounting and Finance - Master's Degree - Accounting - IRS Enrolled Agent (Active License) - Certified QuickBooks ProAdvisor - Certified Gusto People Advisor (Payroll) - CPA Exams completed - awaiting official licensure I am highly skilled in the following software and platforms: - Microsoft Excel - Office 365 - Google Suite - Alteryx - QuickBooks Online - Gusto Payroll - Tableau - SAP ERP - Lacerte Tax - ProSystem Tax - Bloomberg Tax - Thomson Reuters Tax - ProConnect Tax

Tax Preparation
Tax Law
Management Accounting
Management Consulting
Financial Analysis
QuickBooks Online
US Taxation
Data Cleaning
CPA
Business Consulting
Financial Accounting
Bookkeeping
Account Reconciliation
$45 hourly
- 5.0/5
- (8 jobs)
Shahin is seasoned with over 25 years of solid experiences in the field of accounting and bookkeeping providing quintessential services to various SMEs within eCommerce, Real Estate, Accounting Firm, Web Development, Marketing, Travel/Hospitality and Healthcare industries. She is scrupulous in the tasks she do to efficiently get as much things done as possible. With a knack in navigating and learning different cloud-based softwares and applications, she is able to problem-solve and overcome setbacks that he may run into while doing the daily rounds of tasks on the job. Perceptive and nimble in following instructions and SOPs, she is very capable in delivering client specifics. At the same time, consciously looks out for process improvements where possible. Her arsenal at your disposal includes, but not limited to: √ Accounts Payable Management √ Accounts Receivable Management √ Bank and Credit Card Reconciliations (Including employee credit cards) √ Stripe and Paypal Multi-Currency Reconciliations (Including currency conversion transactions) √ Credit Notes and Refunds Management √ End to end Procurement Process Management (Quotes, Purchase Orders and Sales Invoices √Respond to IRS and tax authorities. √ Payroll √ Bank Loan Recording and Tracking √ Journal Entry It is in her professional DNA to measure up to the duties and responsibilities required by the job delegated to him. She believes that in order to be successful in any role, effectively executing the learnings gained and passionately learning the things that are yet to be gained are both equally crucial. These are also her strategic advantage in staying competent with today's ever-changing modern business demands.

Tax Preparation
HR Policy
Bank Reconciliation
Tax Accounting
IRS Income Tax Audits
IRS Resolution
Accounting Advisory
Xero
FreshBooks
Android App Development
Accounting
Payroll Accounting
Tax Law Compliance
Microsoft Excel
$35 hourly
- 5.0/5
- (5 jobs)
Highly enthusiastic, motivated, and dedicated Accountant with extensive experience in accounting. Possess strong analytical and problem-solving skills, with the ability to make well thought out decisions. Excellent written and verbal communication skills. Highly trustworthy, discreet and ethical. Creative problem solver and very resourceful in finding discrepancies and implementing solutions, effective at multi-tasking. Proven ability to establish rapport with customers, clients, and staff. Fully computer literate including Windows OS, Microsoft Word, Excel, Outlook, and Power Point. Ten plus years working in a diverse and fast-paced environment with excellent time management abilities to support the day-to-day operations.

Tax Preparation
Light Bookkeeping
Invoicing
Microsoft Dynamics GP
Microsoft Dynamics 365
Tax Accounting
General Ledger
Franchise Tax
Payroll Accounting
Bookkeeping
Intuit QuickBooks
Accounts Payable
$50 hourly
- 5.0/5
- (3 jobs)
I have worked as an accountant in different industries, in all aspects from Accounts Payable to Payroll, to reconciliation. My specialty is organizing the financials in a way that the new owner can easily read and get the information they need.

Tax Preparation
QuickBooks Online
Accounts Payable Management
Data Entry
Bookkeeping
Bank Reconciliation
Account Reconciliation
Financial Accounting
Accounts Receivable
Accounting
Intuit QuickBooks
$35 hourly
- 5.0/5
- (7 jobs)
Bookkeeping, Payroll, Accounts Receivable & Payable, Tax Preparation, Quarterly & Yearly Tax Forms, Sales Tax filing, QB Desktop, QBO, Zoho Books, & Wave Accounting

Tax Preparation
Administrative Support
Invoicing
Microsoft Office
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Franchise Tax
Zoho Books
Tax Preparation Software
Sales Tax
Microsoft Excel
Intuit QuickBooks
$41 hourly
- 4.9/5
- (8 jobs)
I am a CPA that loves to help small businesses reach their full potential. I will help you save time and headaches by handling all of your accounting tasks so you can concentrate on running your business. - I am an expert in Quickbooks. - I have experience processing payroll. - I have experience in planning and preparing tax returns for small businesses. Ask me about my Financial Dashboards!

Tax Preparation
Accounting Advisory
Financial Reporting
Data Analysis
Certified Tax Preparer
Tax Planning & Advisory
Bookkeeping
CPA
QuickBooks Online
Accounting Basics
Intuit QuickBooks
Bank Reconciliation
Accounting
$150 hourly
- 5.0/5
- (2 jobs)
I am a Tax Accountant helping client with IRS letters and IRS Debt. I have been in taxation for over 7 years. I have mainly focus my skills on contacting and negotiating settlements with the IRS. - I have experience tax debt resolution and IRS negotiations. - I have experience in filing prior year tax returns and current year tax returns. - I have tax experience in doing 1040's, 1120S, 1065's. - I am available to communicate with my clients anytime they need.

Tax Preparation
Tax Preparation Software
Tax Return
$75 hourly
- 5.0/5
- (4 jobs)
Multi-faceted experienced finance professional excited to tend to all of your small business needs. From new business structuring to financial reporting, I can help you capture and understand your business' financial position. In addition to typical CPA services (bookkeeping, reporting, tax), I offer advisory services that provide insight to how you can improve profitability and plan for the future.

Tax Preparation
Fund Accounting
US Taxation
Financial Reporting
Financial Management
Financial Modeling
Budget Management
Financial Consulting
Business Management
General Partnership
Accounting Advisory
Joint Venture
Real Estate
Finance & Accounting
Financial Analysis
$50 hourly
- 5.0/5
- (11 jobs)
My passion is providing business owners with the financial information they need to grow their business and realize maximum profitability while minimizing tax liability. Bookkeeping Payroll Income Tax Preparation For many of my clients, I serve as their outsourced accounting department while handling all of their tax and regulatory preparations so filing can occur on time. For others, I take a more limited role, providing only the services that make sense. While the foundation of accurate financials consists of pressing the right buttons and pulling the proper levers, I take pride in diving deeper into the numbers, providing insight and analysis to business owners that help drive revenue, identify opportunities for increased margins, decrease expenses and reduce taxes. Our preferred platform is QuickBooks. In addition to general bookkeeping, our capabilities include QuickBooks file repair and cleanup, fixed asset and inventory tracking, year-end adjustments, custom reporting, and integration with a wide variety of apps. Let's grow your company together and reach and exceed your dreams!

Tax Preparation
CPA
Light Bookkeeping
Financial Report
QuickBooks Online
QuickBooks Enterprise
State Bar of Texas
IRS Resolution
FBAR
Tax Return
Taxes
Sales Tax
Intuit Proconnect Tax
Intuit TurboTax
Intuit QuickBooks
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