I'm a tax expert simplifying U.S. and international regulations for individuals and businesses; from forming your venture to strategic financial solutions, I've got you covered.
🌟 Here's what you can expect working with me:
Genuine Expertise: I've waded through the dense intricacies of US and international tax codes, so you don't have to. When I provide guidance, it's rooted in solid experience and deep understanding, ensuring you're always in safe hands.
People First: For me, it's more than just a job. I care about the individuals and businesses I collaborate with. That means I'm not just looking at figures; I'm understanding stories, goals, and dreams.
Holistic Service: Beyond tax, I've ventured into assisting with business formation, bookkeeping, cap table management, and 409A valuations. These services aren't just additional offerings—they're integral components of a complete financial narrative.
Clear and Honest Communication: The world of finance is riddled with jargon, but I commit to breaking it down. I’ll speak plainly, answer questions patiently, and ensure you're always in the loop.
I'm here to be more than just a service provider; I aim to be a trusted partner. If you value genuine expertise, open communication, and a relationship grounded in trust, let's embark on this journey together.
Tax Preparation
Certified Tax Preparer
Tax Law Compliance
International Taxation
US Taxation
IRS Resolution
Financial Analysis & Valuation
Financial Audit
Tax Planning & Advisory
Legal Entity Structuring
Bookkeeping
Linda W.
Omak, Washington
$70/hr
4.7
137 jobs
I am a highly motivated accounting professional looking to assist your company with meeting its financial goals. I have extensive experience with all aspects of full charge bookkeeping, including accounts receivable, accounts payable, bank reconciliations, account reconciliations, inventory tracking, cost of goods sold tracking, journal entries, month-end, and year-end closings, financial statements, cash flow forecasting, budgeting, benchmarking, strategic planning, tax planning, and tax returns.
I have excellent computer skills, including Microsoft Office programs, QuickBooks Online Certified Pro Advisor, Certified Xero Partner, Dext, Bill.com, LivePlan, Google, and LogMeIn, to name a few.
I own and operate my own bookkeeping business and have business licenses with Washington State and my city. My long-term goal to grow my business and transition from an employee to a full-time business owner was achieved in June 2019.
I look forward to speaking with you to see how we can assist each other in reaching our business and life goals.
Thank you
Linda
Intuit QuickBooks
Payroll Accounting
Microsoft Excel
Xero
Bookkeeping
Accounts Payable Management
Accounts Receivable Management
Microsoft Word
Jacques S.
Hoquiam, Washington
$100/hr
4.9
83 jobs
A highly experienced Certified Public Accountant (CPA) with a solid track record spanning more than ten years in the fields of accounting and finance. A seasoned professional who is adept at delivering top-notch tax preparation services, ensuring accuracy and strict compliance with the latest tax laws. Focused on maximizing benefits and minimizing liabilities while catering to a diverse clientele, including individuals, small businesses, and larger corporations. Committed to providing personalized attention and strategic financial guidance, and a go-to resource for navigating the intricacies of tax season with confidence and ease.
Tax Preparation
Corporate Tax
Tax Return
Tax Accounting
Financial Reporting
CPA
Financial Analysis
Microsoft Office
Taxes
Tax Law
Tax Theory
Taxation
Tax Strategy
Tax Planning & Advisory
Tax Certification Submission
Christopher N.
Spokane, Washington
$75/hr
4.8
103 jobs
𝗤𝗨𝗔𝗟𝗜𝗙𝗜𝗖𝗔𝗧𝗜𝗢𝗡𝗦
➣ Studied GAAP Accounting Principles, 2015
➣ Top-Rated Upwork Freelancer, 2016
➣ QuickBooks Online ProAdvisor, 2017
➣ Authorized IRS eFile Provider, 2018
➣ Licensed & Insured, 2025
➣ IRS AFSP, 2019-2026
𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘
I have worked for a decade to repair the financial records of businesses in nearly every state in this country. Many of the professionals I have had the pleasure to meet have done so while traveling around the globe. My clients are Doctors, Lawyers, Accountants, Churches, Educators, Artists, Influencers, Landlords, Developers, Pilots, Mechanics, Restaurants, Gyms, Designers, and you?
M&A support up to $100M
𝗧𝗥𝗨𝗦𝗧
I respect your privacy, and I value your trust. Therefore, I have taken extensive precautions to prevent unforeseen complications. All files are password-encrypted upon download. All critical access points require redundant multi-factor authentication. Access is contained within a secure downtown office location. No working from home, and the work is never outsourced. IRS 4557 Compliant.
Tax Preparation
Accounting
Corporate Tax
Tax Return
Payroll Accounting
Income Statement
Bookkeeping
Bank Reconciliation
Balance Sheet
Payroll Reconciliation
Tax Law
QuickBooks Online
Gusto
PayPal
Stripe
Jeremy H.
Spokane Valley, Washington
$60/hr
5.0
7 jobs
Jeremy Hancock is a Supervising Senior in Connor Group’s Managed Services practice. He has experience auditing emerging growth companies (EGC) from a variety of different industries (medical manufacturing, life sciences, SAAS, and space tourism). He is passionate about creating efficiencies, whether that is introducing and implementing software solutions, or writing macros to automate processes. Through these engagements, he has gained experience and background with process/control implementation, month end close, and IPO readiness. Jeremy is a critical thinker and understands the importance of effectively leveraging business applications.
Prior to joining Connor Group in Managed Services, Jeremy worked for Deloitte as a Senior within the Audit & Assurance practice. Jeremy graduated with a Masters of Accountancy from Brigham Young University and an Information Systems certification.
Jeremy holds an active CPA license.
Financial Audit
Oracle NetSuite
Account Reconciliation
QuickBooks Online
Financial Statements Preparation
Dianna O.
Poulsbo, Washington
$55/hr
4.3
5 jobs
Are you looking for compliant, GAAP aligned bookkeeping, accounting software setups, multi year cleanups, or long term financial structure for your U.S. small business? If so, you’ve reached the right profile.
Hi, I’m Dianna Orrels. I’m not your typical bookkeeper — I’m a Compliance Forward Senior Bookkeeper and Cleanup/Reconstruction Specialist. I own Floating Magnolia Bookkeeping Services LLC, a mature and non dramatic, woman owned, single member practice focused on clean books, accurate reporting, and practical systems that actually work in day to day operations.
I build structured, functional bookkeeping environments that owners can understand, maintain, and rely on month after month — the kind of structure that helps you make real decisions and keep your business on top.
What I Do Best
I specialize in multi year cleanups, historical reconstruction, internal controls, books review, and full system rebuilds — especially for businesses dealing with complex platforms, multi platform environments, or years of disorganized records. My goal is simple: get your books up to date, accurate, transparent, and ready for a smooth handoff to your CPA.
Why Clients Hire Me
Most of my clients come to me after dealing with messy books, inconsistent bookkeeping, or years of disorganized records. They want someone calm, structured, and focused on compliance — not drama. I’m known for being direct, reliable, and able to rebuild a bookkeeping system from the ground up so owners can finally understand their numbers.
My Certifications & Credentials
• Advanced Certified QuickBooks ProAdvisor®
• QuickBooks Payroll Certified ProAdvisor®
• Digits Certified – Level III (Partner Program)
• Certified Bookkeeping Professional (CBP)
• Client Advisory Services (CAS) Foundations Certification
• Intuit Bookkeeping Certification
• IRS verified EFIN & PTIN (Authorized e file Provider · Registered Tax Preparer)
Infrastructure & Security Note: I am currently studying forensic accounting and internal auditing. My home office runs on a direct, hard wired internet connection (never Wi Fi) and maintains business insurance, cyber insurance, and a full WISP.
Who I Work Best With
Startups and small U.S. businesses that value structure, accuracy, and compliant workflows — especially owners who want clean books, clear monthly financials, and a smooth year end handoff to their CPA.
What You Can Expect Working With Me
Most clients come to me when their books are messy, inconsistent, or several years behind.
I fix situations like:
• Books untouched for months (or years)
• Chart of Accounts that no longer makes sense
• Multi platform chaos (QBO + POS + payroll + bank feeds)
• Prior bookkeepers who didn’t follow GAAP
• Missing documentation or unreconciled accounts
• Owners needing clean books before tax season or CPA review
When we work together, you can expect:
• Straightforward communication
• Clear timelines and expectations
• Calm, structured, non dramatic support
• A bookkeeping environment that finally makes sense
• Monthly reviews that support real decision making
• Compliance focused workflows and long term stability
I’m not a fit for businesses looking for rushed work, shortcuts, or non compliant bookkeeping. I focus on accuracy, structure, and long term reliability — not quick fixes that create more problems later.
SERVICES OFFERED
Monthly & Ongoing Support
• Monthly reconciliations and documentation management
• Regular meetings to review financials and open issues
• Internal controls, compliant workflows, and SOP implementation
• Software training
One Time Services
• Multi year cleanups and catchups
• Statement based historical reconstruction
• Book reviews, process evaluations, and diagnostic assessments
• Accounting software setup and Chart of Accounts rebuilds
Tax & Entity Support
• Schedule C preparation and filing via Intuit ProConnect Tax
• Tax scenario running and entity level structure guidance
Platforms
QuickBooks Online and Digits are my primary specialties, but I also work with Patriot, Patriot Payroll, FreshBooks, Xero, Zoho Books, Wave, and Gusto.
My Approach
I deliberately work with a limited number of clients so I can provide personalized, accurate, timely, high quality support. Whether you need a full cleanup, historical reconstruction, internal controls review, or ongoing monthly support, my focus stays the same: clean books, compliant workflows, and financial structure that supports real world operations.
Additional Note
While hourly support is available, flat rate project work is also considered and often preferred — especially for cleanups, reconstruction, and other one time services. Flat rate projects allow me to focus on delivering complete, structured results without breaking momentum for hourly tracking.
If you need compliant, reliable books or long term structure, I’m usually available to begin immediately or within a few days.
Bookkeeping
QuickBooks Online
GAAP
Accounting Software
Financial Reporting
Financial Accounting
Chart of Accounts
Process Improvement
Internal Control
Internal Auditing
Compliance
Cash Flow Analysis
Account Reconciliation
Bank Reconciliation
Financial Audit
Accounting Tools Setup
Accounting Principles & Practices
Wave Accounting
Zoho Books
Forensic Accounting
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