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  • $125 hourly
    My name is Julian Joppy, and I am the President of JAJ Tax. I specialize in advising/consulting small businesses and investors through tax planning, tax structuring, and tax strategies to identify available opportunities businesses can utilize to reduce their tax liability. Additionally, I work with business owners to automate bookkeeping and payroll systems, create tax savings systems, forecast/strengthen lending power for real estate or other business lending needs, and provide experience and guidance to aide in well-informed business/investment decisions. Lastly, I do provide tax preparation services for clients who need their annual income taxes prepared. I am an Enrolled Agent (EA), and I have been a tax advisor and accountant for over seven years. I earned my Bachelor's Degree in Business & Accounting at Penn State University and graduated Summa Cum Laude with a 3.79 GPA, which was the top 6% of my class. I strive to save time and money for our clients while providing them with a skilled and experienced professional in their corner with their best interests at heart. If I take you on as a client, I will work diligently to meet your needs and exceed your expectations.
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    Limited Liability Company
    International Taxation
    Corporate Law
    Tax Strategy
    Corporate Tax
    Business Consulting
    Intuit QuickBooks
    Tax Return
    Tax Preparation
    Tax Law
    Tax Planning & Advisory
  • $100 hourly
    Do you need a CPA and Tax Accountant that understands your small business struggles and can provide tailored accounting and tax services to meet your unique business needs? Then, invite me to your job to discover how I can assist you with my expertise. I am a Certified Public Accountant with years of experience assisting small businesses with the preparation of accurate financial statements and tax returns. Tax and Accounting Services Offered: - Individual Tax preparation (1040, 1040NR) - Small Business Tax preparation (Sole proprietorship, LLC, S-Corp, C-Corp, Partnership) - Tax Planning services - Tax Advisory services - Bookkeeping - Account Reconciliations - General Ledger, Bank, Credit cards - QuickBooks Cleanup and Catchup - QuickBooks Setup - Preparation of Financial Statements - Business Entity Formation I am passionate about helping small businesses save on taxes and grow their business. Contact me today to discover how we can add value to your business.
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    Bank Reconciliation
    Income Statement
    Sole Proprietorship
    C-Corporation
    Bookkeeping
    Payroll Accounting
    QuickBooks Online
    Balance Sheet
    S-Corporation
    US Taxation
    CPA
    Tax Strategy
    Tax Return
    Tax Preparation
    Tax Planning & Advisory
  • $300 hourly
    100% CLIENT SATISFACTION GUARANTEED! 5-STAR REVIEWS ON UPWORK! Sit down with your friendly CPA to review your accounting & tax matters, discover errors in your paperwork, and utilize tax-saving strategies in the short and long term! California Accountancy Corporation License ID: 8815 Call or text today! Business: (951) 216-3121 Email: info@cpa-ag.com I began my career as tax accountant at BDO USA LLP, a national & international accounting firm. My focus was large, multinational business clients. Since relocating to Southern California in 2018, my focus has been small businesses and high-net-worth individuals. Today, the firm is serving clients in various industries, including: Medical practices, dental clinics, psychiatrist offices, and more, Attorneys and law offices, Real Estate investors, including flippers and renters, Computer programmers and engineers, Musicians, composers, and entertainers, etc, Film producers, writers, and authors, Advertising agencies, Photoshop professionals, video editors, etc, Stockbrokers, accountants, bookkeepers, financial consultants, and business managers, Bitcoin and Cryptocurrency traders, miners, and consultants, Retail and e-commerce stores, Amazon & Shopify Sellers, distributors & wholesalers, etc. I'm proud to save my clients millions of dollars in federal & state income taxes each year using various strategies developed through my education and work experience. In my free time I enjoy lifting, running, and playing piano and chess. My company offers the following services: - Tax consulting, - Tax strategizing, planning, and projecting, - IRS and state audit defense, notice response, debt resolution, - Tax return preparation and filing, - Accounting & bookkeeping, QuickBooks Setup - Business management, LLC & Corporate registrations, EIN registrations, payroll setup, and more.
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    Tax Law Compliance
    CPA
    Tax Planning & Advisory
    Tax Law
    S-Corporation
    IRS Income Tax Audits
    IRS Resolution
    Tax Strategy
    US Taxation
    Intuit QuickBooks
    Bookkeeping
    Tax Return
    Tax Preparation
  • $175 hourly
    I am a Certified Public Accountant with a Masters in Accounting, specializing in tax preparation. I have years of experience helping clients save money with my knowledge of tax law for business and individual taxes. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow, by offering tax planning and business consulting. My specialty is in small business, including accounting, tax preparation, and tax consulting to ensure that the business entity type is best suited for your needs and the most tax advantageous. I also offer accounting services, where my main goal with clients is to ensure that their books and financial statements accurately reflect their finances. With accurate financial statements, businesses can see their strengths and weaknesses, which will help them continue to grow their business and succeed. In my accounting business, my main goal is for my clients to be successful and help them by offering not only accounting and tax preparation services, but also business consulting on what is the most advantageous business entity type and taking a forward looking approach to see what they can do in the future to grow their business. I have worked with several small business owners just starting their business by setting up their accounting software and chart of accounts, creating a business strategy, including tax planning, to maximize cash flow to prepare them for success.
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    Tax Strategy
    Xero
    Intuit QuickBooks
    Financial Analysis
    Income Statement
    GAAP
    Bookkeeping
    Tax Return
    Tax Planning & Advisory
  • $30 hourly
    I am a professional Quickbooks Online, Quickbooks Desktop, Xero and Wave bookkeeper with a passion for helping real estate investors and contractors, e-commerce sellers, IT, digital marketing and start-up companies and generally small business owners in giving clarity on their financials by doing accurate and complete bookkeeping. I also help small business owners in saving money on taxes by implementing effective tax strategies in their financial records. I am experienced in using Quickbooks Online, Xero, Wave, Zoho; Paypal/Stripe/Square Reconciliation and Multi-currency bookkeeping. I am also knowledgeable and experienced in the application of US GAAP and Taxation. Some of my expertise includes: • Residential and Commercial Real Estate bookkeeping - Purchase of property for Long Term and Short Term Rental - Airbnb, VRBO and other short term rentals - Real Estate Construction Business - Real Estate Contractors • E-commerce bookkeeping - Shopfiy - eBay - Walmart - Woocommerce - Wix • Startup Bookkeeping • Digital Marketing Agency • Freelancers and Contractors • Gaming Company • Paypal/Stripe and other Payment Channels Reconciliations • Multi-currency Bookkeeping • Tax Strategies MY EXPERIENCE. I helped clean and organize my clients' books by performing the proper workflows in bookkeeping. I made sure that their income and expenses are accurate and complete. I coordinated well with their accountants for tax strategies and helped in the preparation of tax returns filing. MY QUESTIONS TO YOU ❓Do you want to spend more time growing your business? ❓Is your company formed years ago but there is no record keeping? ❓Are your books outdated and need clean-up and catch-up? ❓Are you someone that tried categorizing transactions but is not sure if you have done it right? ❓Are you someone that saw duplicate sales income in your books but don't know how to correct it? ❓Do you have property purchase or sell transactions and find it hard how to record them? Let me help you. Here's what I can do for you: 1. Set up your accounting software (Quickbooks Online or Xero) from scratch. 2. Set up an industry-specific chart of accounts. 3. Categorize transactions. 4. Bank Reconciliation 5. Posting journal entries 6. Clean up previous years 7. Catch up on recent year 8. Prepare financial reports 9. Assist in tax filing preparation WHAT YOU CAN DO? Invite me to an interview and let us hop on a chat or call to discuss your current needs. Thank you and I am excited to meet you. Melona Your Experienced Bookkeeper
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    Shopify
    Real Estate
    Stripe
    PayPal
    Tax Strategy
    QuickBooks Online
    Xero
    Accounting Basics
    Intuit QuickBooks
    Microsoft Excel
    Bank Reconciliation
    Income Statement
    Account Reconciliation
    Bookkeeping
    Chart of Accounts
  • $80 hourly
    Centaur Digital Corp addresses the accounting and tax needs of busy business owners. As a business grows, owners have less time to devote to their accounting and tax compliance, both of which are crucial functions for any successful business. In the past, these functions were typically interwoven into a business in a way that made an in-house accounting team essential. But that has changed! There have been numerous advancements in accounting technology in recent years, and cloud computing has made them accessible and affordable for smaller enterprises. Now, small companies can take advantage of new technology to help them grow and generate larger profits. Proper implementation of these technologies, however, is paramount. Centaur Digital Corp is here to help you identify relevant accounting technologies. We work with you to implement the necessary technologies to improve the clarity and efficiency of your business’s accounting system and increase your profits. Centaur Digital Corp was founded by Vlad Rusz, who has over a decade of experience working as a senior manager of small companies and providing managerial consulting to other businesses. While working as the CEO of a previous enterprise from 2014 to 2016, Vlad Rusz achieved tremendous growth by providing business consulting and business plan services to hundreds of satisfied clients. This success earned Vlad Rusz countless 5-star ratings and various prestigious awards. At Centaur Digital Corp, we look forward to providing world-class service to our clients, helping you increase profits and achieve your business goals. We take responsibility not just for our work, but for your entire accounting and tax system! AWARDS AND ACHIEVEMENTS 2020 Quickbooks Online ProAdvisor 2020 Xero Certified Advisor 2019 Passed the CMA Exam 2018 Passed the CPA Exam 2016 Became a member of the Forbes Finance Council 2016 EY Young Entrepreneur of the Year Southeast Semi-finalist 2016 Gwinnett Pinnacle Award “Young Entrepreneur of the Year” Winner 2015 Gwinnett Pinnacle Award “Rising Star” Winner 2015 #1 Business Plan Consultant in Atlanta by Thumbtack
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    Accounting Software
    Tax Strategy
    Business Plan
    Zoho CRM
    Zoho Creator
    Bookkeeping
    Sales Tax
    Tax Return
    Tax Preparation
    Technical Accounting
    Financial Projection
    Microsoft Excel
  • $175 hourly
    Retired C level executive and Big-4 partner with extensive public company CFO, finance, investor relations, accounting, M&A, tax, and risk management skill set. I'm available for interesting and challenging finance, accounting, and tax consulting projects such as financial due diligence, technical accounting consultation, equity plan design, tax consulting, finance or accounting transformations, debt restructuring and refinancing, regulatory or litigation related finance and accounting support, and IR support. I don't do tax compliance (tax returns) or bookkeeping, there are many other Upworker's than can better provide those services! Services provided though Ashbourne Consulting LLC
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    Accounting Principles & Practices
    Tax Strategy
    Corporate Governance
    Tax Planning & Advisory
    Treasury Management
    Stock Option Agreement
    Tax Law
    Corporate Tax
    Corporate Finance
    CPA
    GAAP
  • $55 hourly
    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
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    Tax Planning & Advisory
    QuickBooks Online
    Tax Strategy
    US Taxation
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    Tax Return
    Account Reconciliation
    Tax Preparation
    Bank Reconciliation
  • $99 hourly
    Is your business ready for growth and clarity? As a seasoned Fractional CFO with over 10 years of experience, I have honed my skills in financial management, strategic planning, and operational efficiency to help businesses reach their full potential. I specialize in helping start-ups and mid-sized businesses streamline their financial operations and align their financial strategies with their business goals. My passion is providing the financial leadership and acumen needed to drive growth, improve performance, and increase profitability. I thrive on the challenge of turning financial data into strategic insights that drive business decision-making. At this point in my career, I’ve worked with hundreds of clients, and just about every one of them has been completely satisfied with my service. The key to this success is delivering a massive return on investment (ROI). With my extensive experience in financial management, I have developed a deep expertise in identifying and implementing cost-saving measures, maximizing revenue streams, and optimizing budget allocation. My approach is rooted in thorough data analysis and strategic planning to ensure long-term sustainability and growth for businesses of all sizes. One of my key strengths is my ability to adapt to a wide range of industries. I have successfully navigated the unique financial landscapes of various sectors, from SaaS and manufacturing to breweries and Amazon retailers, tailoring my approach to fit each one's distinct needs. This adaptability has not only honed my versatility but has also equipped me with a broad understanding of diverse business models and market dynamics. This cross-industry experience allows me to bring fresh, interdisciplinary perspectives to the table, helping businesses to innovate and stay ahead of the curve. If you're looking to outsource your financial needs, I would love to discuss how I can assist you. Let's connect and have a quick chat about the value I can bring to your business and how I can help your business reach its full potential.
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    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Business Valuation
    Financial Modeling
    Financial Accounting
    Microsoft Excel
  • $125 hourly
    Hello, Thank you for checking out my profile, Here's a little bit about me: I specialize in providing strategic tax solutions tailored to your unique financial needs. I offer comprehensive tax preparation and advisory services for a wide range of investment entities, including Special Purpose Vehicles (SPVs), hedge funds, real estate funds, and funds of funds. Whether your investments are domestic or international, I am here to provide strategic tax solutions. I also provide personalized tax services for individuals with different types of equity compensation. After graduating with a Bachelor of Science in Accounting from Brigham Young University in 2020, I explored opportunities outside of the traditional audit services offered by firms like EY where I interned. I worked with a private equity real estate firm, assisting with underwriting and financial analysis, before moving to a New York-based taxation focused CPA firm. To deepen my understanding of the investment industry, I studied for and passed the North American Securities Administrators Association (NASAA) Series 65 Uniform Investment Adviser Law Exam administered by FINRA, I later established Triumvirate Capital Tax, where I continue to provide strategic and personalized tax solutions. I'm here to assist you with all your tax needs. Feel free to get in touch. Best regards, Adam Caruso
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    Accounting Advisory
    International Taxation
    Intuit Proconnect Tax
    CPA
    Tax Accounting
    Corporate Tax
    Tax Strategy
    IRS Income Tax Audits
    Tax Planning & Advisory
    Accounting Principles & Practices
    Intuit QuickBooks
    Tax Return
    Tax Preparation
    Certified Tax Preparer
  • $150 hourly
    Hands on Startup and SMB experience to share. Help in getting your company off the ground or scaling your business to new levels. I can do a onetime project or an ongoing support function. Nothing it too small or too large to tackle. I focus on your needs and your business. I enjoy being part of your success. I have a strong accounting and finance background initially with major corporations and most recently with small or startup companies. My experience as CEO/COO/CFO has been in building complete financial and business plans and presentations including pitch decks using Excel and other tools that become part of a total package. I currently work with startups and small to medium size companies on a fractional basis assisting them with their business planning and their day to day accounting and business needs. I can quickly understand any business model, pull together available information, and identify missing items to grow a business. I work to understand the operations side of a business which makes my plans very functional and real-life more than just data entry. Tying together the Balance Sheet, Profit and Loss Statement and Cash Flow Statement presents a total picture. My education includes a BSBA in Business with an Accounting Major and an MBA in Management and International Business. Examples of my role: Fractional COO -Business operations -Supply chain development -Organizational structure -Budgeting and forecasting Fractional CFO -Manage your accounting -Prepare business plans -Cash management -Budgeting and forecasting Financial Consulting -Business plans -Product pricing -Strategic planning -Capital investment analysis Startup Consulting -Pitch deck support -Financial forecasts -Business modeling -Fund raising assistance Business Coach -Your personal Sounding Board -Business plan reviews -Growth strategies -Team building I work hourly, by the project or on a monthly retainer basis.
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    Accounting Principles & Practices
    Startup Consulting
    Workday Adaptive Planning
    Business Planning & Strategy
    Corporate Finance
    Business Consulting
    Organizational Design & Effectiveness
    Financial Analysis
    Operational Plan
    Budget Management
  • $100 hourly
    I have over ten years of combined income tax and financial advisor experience for individuals and business entities. I left my position as a Senior Tax Advisor at TurboTax-Intuit in 2018. Since then, I have managed the tax department for a public CPA firm in Boston, MA, helping to minimize clients' tax obligations. Whether you need help navigating the ever-increasing complexities of our tax law, help with compliance of foreign-owned LLCs for non-US citizens, or you are a US citizen working overseas or need an ITIN, let's connect. I look forward to working with you!
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    US Taxation
    Business Services
    Tax Law Compliance
    Tax Strategy
    C-Corporation
    Certified Tax Preparer
    Sole Proprietorship
    International Taxation
    Limited Liability Company
    IRS Resolution
    S-Corporation
    Tax Law
    Tax Return
    Tax Preparation
    Corporate Tax
  • $20 hourly
    Welcome! I'm an accomplished accounting and tax professional on Upwork, honored with the prestigious UPWORK TOP RATED PLUS status. With 6+ years of experience, I've served 250+ satisfied clients and accumulated over 7000 working hours. My Expertise: Accounting/Bookkeeping: Proficient in QuickBooks Online/Desktop, Xero, Wave, Zoho, etc. US Tax Planning & Preparation: Specializing in 1040, Expat 1040, 1120, 1120S, 1065, 990, company formation, EIN formation, and paralegal guidance. Preparation of tax return forms for Individual (1040), partnership (1065), S corp (1120S), and corporations (1120). Whole year accounting in QuickBooks, Xero, Wave, etc., for tax purposes. Accounting Standards Evaluation – IFRS & GAAP for tax purposes. Tax Advisory and submission of Tax Returns – US Tax Laws. Payroll preparation using ADP, QB/Payroll Tax submission to relevant States. 1099-Misc Reporting. Sales Tax/VAT return submission of all States of USA to the authorities. Who I Am: I hold the esteemed Chartered Accountant (ACCA) qualification and a Bachelor's in Professional Accountancy from Oxford Brookes University, with over 6 years of corporate accounting and tax advisory experience. Top Skills: Accounting Software Proficiency: Expert in QuickBooks, Xero, Wave, and more. Accounting Standards Evaluation: Skilled in GAAP & IFRS. Bank Reconciliation Statements: Ensuring accuracy and clarity. Reconciliation and Management Summary: Providing insightful summaries. Payroll Tax/Form 941/944, W2 Preparation: Detail-oriented and compliant. Financial Modeling/Forecasting Budgeting: Crafting strategic financial plans. Accounts Receivable/Accounts Payable Management: Efficient and organized. 1099-MISC Reporting: Ensuring compliance and precision. I am committed to delivering exceptional service to my clients using these applications consistently. My work history below is only a small sample of the nearly 250+ accounting and tax jobs I've completed here on Upwork! Please refer to my tax preparation profile for tax-related projects and my accounting profile for other projects.
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    Tax Strategy
    Tax Preparation Software
    Taxation
    Taxes
    Tax Planning & Advisory
    Tax Accounting
    Tax Law
    Financial Statement
    CPA
    US Taxation
    Income Statement
    Tax Preparation
    Tax Return
    Balance Sheet
    Bookkeeping
  • $25 hourly
    I am a Chartered Accountant (CA), ASA CPA (Australia) for Business Plans, Taxation, Business & Financial Analysis, Accounting. Good knowledge regarding GAAP, IFRS, GST, VAT, Custom and Excise Duties, Direct Tax Accounting Principles, Bookkeeping. Job Oriented, Hardworking, Patient, Honest, Dedicated, enthusiastic freelancer from India. For the past 10 years experience in Accounts and Auditing. I have good knowledge of IFRS, US Gaap, European VAT and many accounting softwares.
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    Fathom Applications Fathom
    Financial Planning
    Financial Analysis
    Financial Modeling
    QuickBooks Online
    Wave Accounting
    Xero
    International Accounting Standards
    Month-End Close Assistance
    Budget Management
    Cash Flow Statement
    Financial Projection
    Financial Report
    Chart of Accounts
  • $175 hourly
    I am a Certified Public Accountant (CPA) specialized in providing tax preparation and consulting for small businesses, individuals, and foreigners (both individual and businesses). Particularly in the following areas: LLC, Partnership, S-Corporation, and C-Corporation tax returns and planning Gift and Estate Tax (Form 706 and 709) Individual Tax Return Foreign Partner Withholding US Person With Respect to Certain Foreign Corporation (Form 5471) Foreign-Owned U.S. Corporation or Foreign Corporation Information Return (Form 5742) Business Property Tax Filing (Form 571-L) Gift from Foreign Person, Trust or Estates (From 3520) Moreover, I have experience using Quickbooks, Microsoft Excel, and tax preparation softwares such as Thomson Reuters - UltraTax CS. Therefore, I can also provide the following services: Bookkeeping QuickBooks Consulting
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    Intuit Lacerte Tax
    International Taxation
    Xero
    Financial Accounting
    Corporate Tax
    GAAP
    US Taxation
    Intuit QuickBooks
    Bookkeeping
    Tax Preparation
    Microsoft Excel
  • $225 hourly
    I specialize in messy, uncommon and controversial domestic and international tax problems. Int'l & US Tax Problems, IRS Debt & Audit Relief, Corp. Structures IRS Representation. Negotiation and , Debt Relief and Audit Defense International entity structuring and offshore companies Tax Minimization and Deferral Strategies International Tax Regulations and Cross-Border Issues Special Tax Situations - Corporate Structures, R&D Credits, Tax Minimization Specialized Investments, Sole 401(k)s, Defined Benefit Plans, ROBS Non-Resident Tax Regulation and Expatriate Tax Filings Investment, Insurance, and Banking Accepted to practice as an attorney before the United States Internal Revenue Service. IRS Tax Problems, Resolution and Representation IRS Tax debt relief, audit defense, installment agreements, innocent spouse, foreign accounts, cryptocurrency, back tax preparation, offers in compromise, Tax Court prep, tax evasion, penalty abatement Domestic and International Tax Law Non-resident tax fillings, 1040-NR, W8-BEN-E, expat tax returns. FATCA, R&D tax credits 6765, Establishment of international intermediary companies, international banking arrangements, offshore companies and banking arrangements. Offshore insurance products, offshore asset protection plans, QROPs, International brokerage accounts and management. International forms 5471, 5472, 8938, Ecommerce Tax Situations: Amazon FBA, eBay, Etsy, Shopify. US tax compliance for foreign sellers, taxation of cross-border services I have consulted international clients from the US and international tax compliance from over 30 countries including Australia, Germany, Finland, France, China, Barbados, Ecuador, Brazil, Belize, Mexico, Costa Rica, Columbia, Nepal, Nicaragua, Malaysia, Poland, Portugal, Russia, Slovenia, Romania, Singapore, Slovenia, St. Lucia, India, Israel, Cyprus, Canada, Dubai, Puerto Rico, Ukraine, UAE. Special Tax Situations and Tax Reduction plans Corporate tax filing, Consolidated 1120s, Corporate formation and structuring strategy, International Amazon, eBay, Etsy, ecommerce sellers, cryptocurrency, C-corp, S-corp. 1120, 1120-F, tax opinion letters, trader tax status, Non-Profits status, R&D credi, Employee Retention Credit (ERC), Gift tax, Specialized Investments: Self-directed Solo 401ks, ROBS, Offshore accounts, EB-5 Immigration Visas, Defined-Benefit plans, Tax-Free Municipal Bond Portfolios, Fixed Income and Preferred Stocks. Employee Stock Options, ESOPs, Rollover for Business Start-ups(ROBS), Form 5500. Covid relief loans Tax Minimization Strategy: Strategies to legally lower, exclude, and defer taxes. United States Treasury Enrolled Agent - accepted to practice before the IRS Michigan Licensed Insurance Agent
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    Estate Planning
    Legal Research
    Investment Strategy
    Financial Writing
    Legal Entity Structuring
    Tax Strategy
    US Taxation
    International Taxation
    Tax Law Compliance
    IRS Income Tax Audits
    Corporate Tax
    Tax Preparation
    Tax Law
  • $150 hourly
    Summary of Qualifications • Strategic results-driven accomplished CFO, CEO, COO, CIO, consultant, independent contractor, C-Suite coach, & project manager providing innovative strategic solutions based on deep understanding of business needs, values and objectives, resulting in improved efficiency, mitigated risk, and increased employee and customer satisfaction. • Professional business & financial consulting services with over 30 years of experience in a wide variety of industries & systems doing viability and turnaround Pareto Analysis delivering insightful nimble budgeting and forecasting systems, strategic planning, project management, business viability review and analysis, and increasing systems efficiency. • Custom development of my proprietary Living ForecastingTM, Rolling ForecastingTM, and Decision Support Systems that effectively financially forecast the future with enough time for management to respond and correct; to avoid catastrophic cash flow issues and take advantage of short-term opportunities. • Experience in business analysis, finance, and performing statistical analysis. Strong experience in data modeling and mining, and able to provide easy to understand executive dashboards, sales pipelines, ad hoc data analysis for clients. Recognized for clear presentation and communication of complex issues and solutions to financial, and non-financial stakeholders. • Board of Directors presentations of financial and objectives results, with live Executive Dashboards • Auditor, Tax, SEC 10Q/K, and multilanguage world-wide financial presentations and reporting • Employee Engagement for increased employee satisfaction and bottom-line performance • Demonstrates strong leadership, team building, collaboration and facilitation skills with excellent organization, people, communication, writing, and visual presentation skills. • Data modeling, validation, accuracy and integrity testing, data risk analysis, and probability of outliers. • Extensive experience in technical writing corporate policies applied to field and Information Technology (IT) particularly in all facets of software and hardware specifications. • Experienced with state-of-the-art OLAP & WEB financial planning, reporting, analysis & metrics tools. • Wide business process and systems re-engineering and efficiency analyst. Ability to create automated systems that substantially reduce time and ensure completeness and accuracy. • Expert Advanced Excel Power User and knowledgeable of MS Office solutions. Experience with of a number of scalable databases such as PowerBI, TM1, PowerOLAP, SQL, Oracle, Access, SAP, XLQ and with Excel front ends for terabytes of data. Including analysis of what system is best for the application and creation of new more useful datasets and marketing pipelines. • Team Leader Vision Holder via clear staff objectives, training, accountability, & performance reviews • Experience in global operations, manufacturing & trade between US, UK, China, Korea and Australia. • Data and statistical analysis, technical writing, web development, forecasting the cost of projects. • Team Lead in the design and prototyping new systems for the purpose of enhancing business processes, operations and information process flow. • Creative thinker; Strong analytic, negotiating, problem solving, and resolutions skills and abilities. • Seasoned Leader and Change Agent and with strong interpersonal skills that can see the big picture and still manage complex details leading cross functional and cultural teams to effectively develop new and better systems, processes; delivering results in fast paced ambiguous environments under tight deadlines.
    vsuc_fltilesrefresh_TrophyIcon Tax Strategies
    Business Cases
    Tax Strategy
    Supervision
    Company Valuation
    Business Plan
    People Management
    Investment Strategy
    Corporate Governance
    Shareholder Relationship
  • $200 hourly
    I primarily provide business, nonprofit, accounting and tax consulting services. I am an IRS Enrolled Agent, allowing me to represent taxpayers before the IRS in all 50 states. I have over 10 years of experience preparing individual, business and non-profit tax returns. I also have significant experience advising nonprofits with formation, taxation and governance matters. I am a summa cum laude graduate of the Indiana University School of Law. MBA graduate of Ball State University. Harvard Business School CORe graduate. I have experience working as an attorney in the business services department of a large, international law firm. Terms of Engagement: I do not offer legal services through UpWork. No engagement through this site shall constitute or be construed to represent an attorney/client relationship. All engagements are with Jones Consulting Services, LLC, an Indiana Limited Liability Company. By engaging the services of Jones Consulting Services, you agree that any suit, claim or dispute arising out of or in connection with this engagement must be brought in Marion County, Indiana, and you consent to the jurisdiction of such courts and irrevocably waive, to the fullest extent permitted by law, any objection which you may now or hereafter have to the laying of the venue in such jurisdiction. Any engagement shall be governed by and construed in accordance with the laws of the State of Indiana. You agree that to the fullest extent permitted by law, and notwithstanding any other provisions to the contrary, to limit the total liability of Jones Consulting Services, LLC for any and all losses, expenses, damages of any nature whatsoever or claim expenses arising out this engagement, from any cause or causes, so that the total aggregate liability of Jones Consulting Services, LLC shall not exceed the total compensation received by Jones Consulting Services, LLC under this engagement or $500, whichever is less. Such claims and causes include, but are not limited to, strict liability, negligence, professional errors or omissions, breach of contract or breach of warranty. This clause applies to all directors, officers, owners, members, employees, and agents of Jones Consulting Services.
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    Nonprofit Organization
    Legal Writing
    IRS Income Tax Audits
    Corporate Law
    Estate Planning
    Legal Research
    Tax Law
    Contract Management
    Contract Law
    Legal Consulting
    Contract Drafting
  • $125 hourly
    Savvy, energetic finance professional with 25 years' experience in consulting, financial services, computer services, and real estate. MBA from Dartmouth College capable in financial statement preparation & analysis, budgeting, complex Excel modeling, and report presentation for client results. Proven experience in: - Strategic planning, budgeting, and modeling for complex business plans. - Fiduciary management of trusts, receiverships and syndications. - Managing consulting engagements. - Corporate real estate strategies, transactions, and information. - Work outs, M&A, bankruptcy consulting, and sourcing financing for challenging assignments. - Sophisticated in computer systems, services, and software; former CFO of a top-20 firm. - Full charge financial management, reporting and systems. - Equity reporting, lender relations, treasury and investment analysis. I was also the managerial link for clients' strategic responses to the 2008 economic crisis, coordinating accounting and legal teams to effectively work through problems. Given emerging economic concerns, I am your key to managing: - Debt forbearance, restructuring, and reorganization. - Preparation of Chapter 11 reorganization plans. - Asset maximization and redeployment. - Investor communications, reporting, and lender negotiations. - Defenses from litigation and tax claims.
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    Real Estate
    Financial Modeling
    Financial Reporting
    Legal Consulting
    Bankruptcy
    Business Consulting
    Cross Functional Team Leadership
    Mergers & Acquisitions
    Commercial Litigation
    Microsoft Excel
  • $75 hourly
    I have more than 20 years working in accounting and finance. I have worked for many multinationals in Switzerland and will be able to help you for many projects such as: - Bookkeeping in Quickbooks, Xero and others ERP - Financial Accounting - Treasury - Cash Flow - Financial Reporting - Cost analysis - Budget/Forecast - VAT for Switzerland and Europe I am speaking English, French, Spanish and can work on a German system. I'm working from Colombia but I'm available to adapt to any situations if required. Please contact me if you need help from a professional. Romain
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    Management Accounting
    Financial Presentation
    Xero
    Cost Accounting
    Financial Reporting
    Financial Accounting
    Tax Return
    Bookkeeping
    Budget Management
    Income Statement
    Cash Flow Analysis
    International Accounting Standards
    Technical Accounting
    Bank Reconciliation
    Balance Sheet
  • $150 hourly
    I have 15 years of progressive income tax experience for both individuals and business entities. Before moving to South Carolina to work as a Tax Manager for a regional CPA Firm in 2012, I spent 10 years in Syracuse, NY working to legally minimize my clients' tax obligations. I've since left public accounting and now work as the Chief Financial Officer for a Foundation operating on an $18MM annual budget. Our organization operates in QuickBooks Online and I have previously developed and instructed a computerized accounting course at a local University that focuses on QuickBooks, MS Excel, and Xero. Whether you need help navigating the ever increasing complexities of our tax law, help with your organizations payroll, are looking for an outsourced CFO, or just need some general accounting consulting, then let's connect so I can help you grow your business! I look forward to working with you!
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    Property Tax
    Intuit QuickBooks
    Corporate Tax
    Tax Law
    Payroll Accounting
    Tax Preparation
  • $125 hourly
    ◼️ BACKGROUND I am a master of my craft with 15+ years of entrepreneurial and diverse business and startup experience. I have a proven track record of taking ideas from the conceptual stage to fully operating businesses with my ventures and can help you achieve your goals! I have been in your shoes trying to get a business off the ground, and I understand what it takes! I have worked with 265+ startups on Upwork, and more through referrals, from pre-seed to series D. I know how to grab an investor's attention and what they are looking for when deciding to invest. I will methodically guide you through my tried and true process that I have perfected from start to finish to help you prepare a compelling business story to raise capital and accelerate growth. I hold an undergraduate degree from Columbia University and an MBA from The George Washington University. I currently reside in San Francisco's Bay Area by way of New York City. ◼️ TESTIMONIALS "Peter is an absolute professional in every sense of the word . . . The end product far exceeded my expectations and I will continue to tap Peter for future projects." "Brilliant Peter! He is very helpful and approachable and is always available to answer any questions. I would highly recommend working with him!" "Peter and his team crushed it!!! The best freelancer on Upwork" ◼️ EXPERTISE Pitch Decks: Prepare (in Google Slides, PPT, or Keynote) content with a clean and modern design to secure funding Executive Summary (1-pager): Prepare a concise and punchy summary of the startup's story Sales Presentations: Prepare a persuasive sales narrative to win new clients and/or partnerships Business Plans: Prepare a comprehensive plan (in Google Docs.) that covers the details of your business from A to Z Financial Projections: Prepare an editable financial model with 5-year projections, cash flow, balance sheet, breakeven/sensitivity, and any other requirements to raise capital or manage operation ◼️ INDUSTRIES SERVED Technology, Education, Real Estate, Fintech, Fashion, Health and Wellness, SaaS, Consumer Goods, Life Sciences, Adtech, Media and entertainment, Legal, Hospitality and Tourism, Financial Services, Aerospace ◼️ TIMELINE Pitch deck: 2 - 3 weeks (max) Pitch deck and financial model: 3 weeks (max) Business plan, pitch deck, and financial model: 4 weeks 1 pager: 7 days ◼️ MORE ABOUT ME Entrepreneurial Extremely organized Detailed oriented Great communicator and listener Patient ◼️ BENEFITS Work with an expert Receive investor-ready material Save time and headache A proven process that works Easy to work with Send me a message and let's have a discovery call.
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    Business Consulting
    Business Plan
    Financial Model
    Financial Projection
    Presentations
    Sales Presentation
    Financial Modeling
    Pitch Deck
    Pitchbook
    Financial Management
    Fundraising
    Venture Capital Consulting
    Startup Consulting
  • $90 hourly
    I am a highly skilled, ACCA qualified (CPA equivalent) finance professional with over a decade of expertise in financial management, analysis, planning, and modeling. I have lead and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel fee to reach out to have a conversation regarding your unique needs.
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    Month-End Close Assistance
    Cash Flow Analysis
    Microsoft Excel
    Financial Modeling
    Financial Analysis & Valuation
    International Financial Reporting Standards
    Financial Plan
    Financial Reporting
    Business Strategy
    Business Modeling
    Financial Analysis
    Financial Management
    Management Accounting
    Google Sheets
    Financial Planning
  • $150 hourly
    I develop sophisticated accounting solutions for clients seeking to streamline their financial processes. I emphasize bringing to emerging and mid-size market players the financial knowledge, skills and perspectives gained over a 35+ year career serving clients ranging from sole proprietors through Fortune 500 corporations. Particularly in regards to reporting obligations of pre-revenue startups, I explain how and why the wealth of misinformation found on the Internet serves to distort the accurate reporting required of these entities once they do launch. I have achieved a strong following (based principally on client referrals) in the provision of accounting and financial management advice and support to foreign nationals from dozens of countries who have or are considering entry into the U.S. marketplace.
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    Tax Strategy
    Business Writing
    Bookkeeping
    Financial Management
    Tax Theory
    Property Tax
    Amazon FBA
    Financial Accounting
    Financial Audit
    Tax Preparation
    Tax Accounting
  • $100 hourly
    🏆 Get 10X more investor meetings🏆 $𝟗𝟎𝟎𝐌+ 𝐟𝐫𝐨𝐦 𝐭𝐨𝐩 𝐕𝐂𝐬: 𝐒𝐞𝐪𝐮𝐨𝐢𝐚, 𝐚𝟏𝟔𝐳, 𝐏𝐥𝐮𝐠 & 𝐏𝐥𝐚𝐲, 𝐀𝐜𝐜𝐞𝐥, 𝐀𝐧𝐝𝐫𝐞𝐞𝐬𝐬𝐞𝐧 𝐇𝐨𝐫𝐨𝐰𝐢𝐭𝐳 🌟+10 years capital markets experience 🥇 Top 1% on Upwork worldwide. 🟢 𝐖𝐚𝐧𝐭 𝐭𝐨 𝐨𝐩𝐞𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫'𝐬 𝐜𝐡𝐞𝐜𝐤𝐛𝐨𝐨𝐤𝐬? Let's keep it real here. 𝐘𝐨𝐮 𝐨𝐧𝐥𝐲 𝐠𝐞𝐭 𝐎𝐍𝐄 𝐬𝐡𝐨𝐭 𝐰𝐢𝐭𝐡 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬, one wrong move in this process, and poof! All your hard work and time? Down the drain. 𝐈'𝐯𝐞 𝐜𝐫𝐞𝐚𝐭𝐞𝐝 𝐚 𝐰𝐞𝐥𝐥-𝐨𝐢𝐥𝐞𝐝 𝐦𝐚𝐜𝐡𝐢𝐧𝐞 𝐭𝐡𝐚𝐭: 📢 Gets you 𝟏𝟎𝐗 𝐦𝐨𝐫𝐞 investor meetings 📢 Saves your TIME by raising 𝟒𝐗 𝐅𝐀𝐒𝐓𝐄𝐑 📢 𝐒𝐓𝐎𝐏𝐒 𝐘𝐎𝐔𝐑 𝐒𝐓𝐑𝐔𝐆𝐆𝐋𝐄𝐒 and allows you to focus on your core business My clients have a LOT to say about me: ✅ 𝑾𝒆 𝒘𝒐𝒓𝒌𝒆𝒅 𝒘𝒊𝒕𝒉 𝒂𝒏 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒃𝒂𝒏𝒌 𝒇𝒐𝒓 𝒐𝒗𝒆𝒓 𝒂 𝒚𝒆𝒂𝒓 𝒂𝒏𝒅 𝒏𝒆𝒗𝒆𝒓 𝒈𝒐𝒕 𝒕𝒉𝒆 𝒐𝒖𝒕𝒄𝒐𝒎𝒆 𝒕𝒉𝒂𝒕 𝑮𝒖𝒓𝒈𝒆𝒏 𝒑𝒓𝒐𝒗𝒊𝒅𝒆𝒅 𝒇𝒐𝒓 𝒖𝒔 - AI founder with $200M raised + 3 exits + 1 IPO ✅ 𝑴𝒚 𝒘𝒉𝒐𝒍𝒆 𝒕𝒆𝒂𝒎 𝒘𝒂𝒔 𝒆𝒙𝒕𝒓𝒆𝒎𝒆𝒍𝒚 𝒊𝒎𝒑𝒓𝒆𝒔𝒔𝒆𝒅 𝒘𝒊𝒕𝒉 𝒕𝒉𝒆 𝒘𝒐𝒓𝒌 𝑮𝒖𝒓𝒈𝒆𝒏 𝒑𝒓𝒐𝒅𝒖𝒄𝒆𝒅 -Series A founder who raised $12M in 10 weeks ✅ 𝑩𝒆𝒔𝒕 𝒅𝒆𝒄𝒌 𝑰’𝒗𝒆 𝒆𝒗𝒆𝒓 𝒔𝒆𝒆𝒏! - Lead investor of a Fintech business (ex-JP Morgan) ✅ 𝑰 𝒔𝒆𝒏𝒕 𝒕𝒉𝒆 𝒑𝒊𝒕𝒄𝒉 𝒅𝒆𝒄𝒌 𝒂𝒏𝒅 𝑰 𝒓𝒂𝒊𝒔𝒆𝒅 𝒐𝒗𝒆𝒓 𝒕𝒉𝒆 𝒑𝒉𝒐𝒏𝒆 𝒕𝒉𝒆 𝒏𝒆𝒙𝒕 𝒅𝒂𝒚! 𝑮𝒖𝒓𝒈𝒆𝒏 𝒊𝒔 𝒎𝒂𝒈𝒊𝒄! - $20M raised with multiple VC backing in 8 weeks (Oversubscribed) Sound like a fit? Next steps: 📺 Watch the video on my profile and check out my portfolio 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner
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    Business Writing
    Microsoft PowerPoint
    Business Presentation
    Investor Roadshow
    Fundraising
    Management Consulting
    Venture Capital
    Venture Capital Consulting
    Startup Consulting
    Investor Overview
    Financial Modeling
    Business Plan
    Pitchbook
    Pitch Deck
    Presentation Design
  • $125 hourly
    I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.
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    Sales & Marketing
    Business Writing
    Budget Management
    Financial Presentation
    Business Strategy
    Executive Coaching
    Due Diligence
    Financial Writing
    Marketing Strategy
    Market Research
    Financial Modeling
    Market Analysis
    Financial Analysis
    Microsoft Excel
  • $20 hourly
    Australian Accounting QuickBooks Expert & Xero Expert I am an ambitious and enthusiastic Professional Accountant with good financial and business insight. 5 years of practical experience in Accounting and Bookkeeping empowered me with good analytical skills and an outcome oriented approach. Proficient in setting up a start up business and integrating with accounting software, from setting up charts of accounts and preparation of financial statements. I can also carry out administrative duties if needed. I have completed my Bachelor Degree majoring in Accounting and Supply Chain Management from Deakin University, Melbourne. Following are the list of services offered but not limited to; • Bookkeeping • Accounts Payable/ Accounts Receivable. • Bank Reconciliation. • New Company Chart of Accounts. • Financial Statements (P/L Statement, Balance Sheet, Cash flow statements). • Expertise in various accounting software (QuickBooks, Xero, Zoho, Wave Accounting). Why should you choose me? • Strong planning and organizational skills. • Possess an eye for detail • Good oral, written and presentation skills. • Working in the best interest of my clients. Certification: • Accounting Professional Year (ECA Melbourne, Australia). • Australian Accounting QuickBooks Expert & Xero Expert
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    QuickBooks Online
    Data Mining
    Xero
    Buildium
    Accounts Payable Management
    Accounting
    Accounts Receivable
    Accounts Payable
    Transaction Data Entry
    Bookkeeping
    Intuit QuickBooks
    Payroll Accounting
    Bank Reconciliation
    Income Statement
    Account Reconciliation
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