Hire the best Transaction Processing specialists

Check out Transaction Processing specialists with the skills you need for your next job.
  • $40 hourly
    I have over 20 years experience in bookkeeping. I am a certified QuickBooks ProAdvisor that is proficient with Microsoft Word & Excel. I specialize in self employed and small business bookkeeping, but have worked with companies billing out up to $900,000 a month. Every client is unique, so I will take the time to learn about your business and your goals. We will work together to move toward your goals in a professional and timely manner. I'm also able to work with your accountant to help with tax preparation. Services Available but not limited to: - A/P - A/R - Bank Account & Credit Card Reconciliation - Catch-up or Clean-up of QuickBooks - Creating 1099’s - Creating Customized Invoices & Estimates - Monthly Ongoing Bookkeeping (Hourly or Flat Fee Available) - Paying Sales Tax (Ohio) - Payroll - Preparing Financial Statements - Preparing Budgets - Setting up New Companies and Chart of Account in QuickBooks
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    Account Reconciliation
    Invoicing
    Accounting
    Microsoft Word
    QuickBooks Online
    Financial Statement
    Bank Reconciliation
    Budget Management
    Accounts Receivable
    Data Entry
    Accounts Payable
    Bookkeeping
    Microsoft Excel
    Payroll Accounting
    Intuit QuickBooks
  • $10 hourly
    Hi there! I'm Tariq Mehmood, and I've been working in medical billing for over nine years. Along with the basic functions of medical billing like patient and claim entry, claim submissions, posting payments and denials, working on rejections, and generating appeals and reconsiderations to insurance, I'm also great at handling all the tough parts of medical billing, such as ensuring claims are correct and dealing with denials. I know about different medical codes, forms, and insurance companies, both government and private. My real strength is sorting out accounts and managing claim denials. I'm good at talking to patients, answering their questions, and handling their finances. Plus, I'm skilled with Microsoft Office, so I can easily create reports and presentations. I've worked with many medical specialties, from Anesthesiology to Physical Therapy, so I'm very adaptable. I'm also familiar with various billing systems and online portals, so I can handle almost anything. If you choose to work with me, you'll get a dedicated expert who will make your medical billing process smooth and easy.
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    ICD Coding
    Healthcare Management
    Medical Terminology
    Insurance Policy Analysis
    HIPAA
    Electronic Medical Record
    Medical Mastermind Medical Billing Services
    Accounts Receivable
    Medical Procedure Coding
    Microsoft Excel PowerPivot
    Medical Billing & Coding
    Customer Service
    Revenue Management
  • $15 hourly
    "Be stubborn about your goals. Be flexible in your methods." If you're looking for a team-player, adaptive and flexible, can work with a minimal supervision, takes deadline as a challenge, perfectionist, detail-oriented, and committed to excellence, intelligence, and focused effort, that's where I come in. Having work experiences in different fields such as Training and Development, Proofreading, Data Entry, Customer Service, Billing, and Accounts Receivable, I've had the pleasure of working with different projects and clients - office-based and virtually. My key to success is commitment, adaptation, a positive attitude, and loving the work I do. I strive in different methods with a focus to make sure that I deliver high-performance work and results. As Aristotle said, pleasure in the job puts perfection in the work. I am consistent in finding ways to improve, develop and hone my skills. I may be a jack of all trades, but I make sure to provide quality in all those trades!
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    Stripe
    Account Reconciliation
    Chat & Messaging Software
    Zoho CRM
    Accounts Receivable
    Customer Service
    Training & Development
    Customer Satisfaction
    Salesforce
    Invoicing
    Customer Retention
    Help Scout
    Customer Service Training
  • $45 hourly
    Thank you for considering me for you next role or project! I have been a Bookkeeper on UpWork for over 6 years and have connected with many individuals and businesses on their Quickbook needs. I am a fellow small business owner and value clear financials to make big decisions for my business, this fuels me to provide next level support to other business owners who find themselves in similar situations daily! I am a Certified Quickbooks ProAdvisor with over 10 years of bookkeeping experience, I graduate from Elon University with an Accounting Degree. Over the last 20 years I have spent 18 of as a Senior Manager with a Fortune 500 company. My true bookkeeping journey started when my wife and I opened our first business and I handle all operations and accounting for the business. It was a renewed love for bookkeeping and a growing desire to become an entrepreneur! I specialize in nonprofit, e-commerce, digital marketing, and service based small businesses. I work hard for all of my clients through consistent communication, planned strategy calls, timely and accurate financial reporting. I provide weekly/monthly support to all my clients, and I love the challenge of a cleanup project! I have experience with all of the following responsibilities: - New Quickbooks account set up - discounts provided when working with ProAdivsor - Accounts Receivable/Payable - Monthly Reconciliation of accounts - Payroll solutions - Clean ups for those business behind - Transaction coding - Financial Reporting [P&L, Cash Flows, Balance Sheet] - Building of Chart of Accounts I look forward to connecting with you and learning more about your business!
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    Invoicing
    QuickBooks Online
    Payroll Reconciliation
    Account Reconciliation
    Project Delivery
    Project Timelines
    Bookkeeping
    Payroll Accounting
    Bank Reconciliation
    Accounts Payable
    Intuit QuickBooks
    Accounts Receivable
  • $18 hourly
    Results-orientated accounting professional with almost 15 years of experience in a deadline-driven environment. Proven track record with consistently and effectively delivers accounting services that enhance clients' company purpose and profitability. I use below accounting platforms: Xero Quickbooks, both Desktop and Online versions MYOB Live Zoho Wave Accounting Less Accounting Zoho Freshbooks Peachtree I also utilize the following for Data and Record sharing, distribution and storage: Receiptbank Shoeboxed Mint.com Bill.com Hubdoc Harvest Dropbox GoogleDrive Box.com Also use the following project management tools: Asana Basecamp Slack Trello Podio ActiveCollab Teamwork Projects An experienced team player committed to improving overall business processes and building a cohesive business environment.
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    Accounts Payable Management
    MYOB AccountRight
    Bookkeeping
    Xero
    Sassu
    Wave Accounting
    Stripe
    Data Entry
    Intuit Quicken
    Microsoft Excel
    Invoicing
    Financial Accounting
    Zoho Books
    Bank Reconciliation
    Intuit QuickBooks
  • $25 hourly
    Are you an Amazon FBA Seller struggling to make sense of your business finances and profitability? Discover how accrual-based accounting can give you the clarity you need... We help Amazon FBA sellers like you by managing your books using accrual-based accounting, tracking profitability across different Amazon marketplaces, and ensuring proper recording of multiple currency sales, without the hassle of reconciling your settlements manually. Here’s how we’ll improve your financials: → All Amazon marketplaces—connected for easy syncing and tracking → A detailed view of cash flow: where it’s coming from and where it’s going → Detailed profitability reports showing sales, platform fees, COGS, and Inventory per marketplaces or regions. If you’re facing any of these challenges: ✖️ Struggling to reconcile sales and deposits across Amazon marketplaces ✖️ Difficulty calculating cost of goods sold for marketplaces or locations ✖️ Struggling to manage cash flow despite increase in sales It’s time to gain clarity. Let’s talk—drop a message today! ____ 𝗖𝗟𝗜𝗘𝗡𝗧 𝗪𝗜𝗡𝗦 “Jay is an exceptional e-commerce accountant. He expertly managed my bookkeeping for multiple entities in the US and Canada, offering valuable insights and strategic support. His dedication, English proficiency, and industry knowledge make him a standout choice. Highly recommended!” ~ Carmen W. Amazon/Walmart Seller “Jay has helped me extensively with my Amazon bookkeeping. I was a mess before I met Jay and he was able to turn a bad situation into something manageable and organized. He set up QuickBooks with A2X integration.” ~ Liam B. Amazon Seller “Jay Odi is an experienced CPA and understands e-commerce. He is on top of it and ensures everything is done the right way with precision and accuracy. Very thankful to have found Jay. Thank you for your professional service.” ~ Sherry H. Amazon/Shopify Seller Ready to take the next step to financial clarity? 💌Drop a message to start! NOTE: If you like to discuss a project, please send me a direct message as accepting an invitation requires paying a lot of connects due to the new Upwork policy.
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    Income Statement
    Invoicing
    Sales & Inventory Entries
    QuickBooks Online
    CPA
    Accounts Payable Management
    Intuit TurboTax
    Amazon Seller Central
    Inventory Report
    Inventory Management
    Accounts Receivable Management
    Financial Reporting
    Balance Sheet
    Bank Reconciliation
    Bookkeeping
    Intuit QuickBooks
  • $25 hourly
    I'm a professional UK-based certified accountant and tax consultant with more than three years of experience in UK taxation (including corporate tax returns, self-assessments, VAT returns), financial accounting, bookkeeping, including AP/AR management, bank Reconciliation & Payroll. I am proficient in QuickBooks Online, Xero, Freshbooks, Excel, Free agent, Quickfile, Taxfiler/IRIS, Stripe/PayPal management, data migration, and Zoho books.
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    US Taxation
    FreeAgent
    QuickBooks Online
    Tax Planning & Advisory
    Xero
    Value-Added Tax
    Corporate Tax
    Invoicing
    Tax Return
    Bookkeeping
    Accounts Receivable
    Accounting
    Payroll Accounting
    Bank Reconciliation
  • $35 hourly
    📌 Education + Experience + Skills + Expertise + Work Ethics + Character = Long Term Value 📌 TOP RATED 100% Job Success! 📌 Christian Faith-Based 📌 Lean Six Sigma Yellow Belt 📌 Entrepreneurial Operating System (EOS), Rocket Fuel and Traction 📌 Integrator 📌 Asana Ambassador 📌 Executive and Admin Professional As Integrator, my main role is to effectively collaborate with the Visionary (You, the CEO) and translate his/her ideas into functional plans for the company. And my main goal is to integrate all major operating functions of the business, ensuring everyone is rowing together in the same direction. An Accountant by profession, I have over 12 years of working online as Executive/Administrative Professional and Project/Operations Manager. Prior to being a digital nomad, I had 7 solid years of field experience as a C-level Executive Assistant and 2 years in the BPO industry as Customer Support Team Leader. :::::::::::::::::: Cee is an excellent, best-in-class operational player with outstanding skills, work ethic, honesty and consistently positive team attitude. She is highly fluent in English, highly motivated and will consistently surprise you with her outstanding professionalism and work ethic. She is skilled at customer service and other standard VA tasks, but Cee's skills and education fit her to advanced duties, make her an excellent operational manager and will quickly move her into a high level of team responsibility in your organization. She is particularly adept at handling financials and interfacing with payment systems, and is highly creative and intuitive with compiling and analyzing data and information—including product comparisons, customer reporting, evaluating business solutions, research and lots more. I would not hesitate to recommend Cee as a best-in-class hire for any growing startup or established team. Her skills, professionalism and positive personality will be an asset to any team, large or small. (Feedback from JL) :::::::::::::::::: Cee is dependable and can be trusted with major tasks in the business. She has very good communication skills and works well with the team. She is well-versed with the tools and software needed to get the job done. She has shown to be very, very reliable, which made her a key part of the team. I knew that whenever I gave her a task, that it would get done the right way, within the given deadline. She has shown to be able to adapt quickly to completely new challenges, and I never had to repeat myself. I only had to tell her once, and it was implemented. So in summary, Cee is the ideal team member... (Feedback from MK) :::::::::::::::::: Cee is awesome. She managed my whole business for me and all my admin stuff like managing my email and calendar. She also did a fantastic job with managing my team of Philippino workers and even recruiting new A-Players whenever I needed them. Her communication skills are EXCELLENT. Her recruitment skills are some of the best I've seen. Her extra care for her employer (me) was unmatched! So yes. Cee is the BEST! [Feedback from GS] :::::::::::::::::: You’ve been impressively impeccable with details and swift with replies. Not to mention, professional and kind in your handling of teacher and client issues. I genuinely like working with you - you’ve always been patient and respectful with me and everyone else and your skillset is perfectly suited for the job. Your communication skills are topnotch. I know [my business] is in the right hands to move to the next level. [Feedback from SK] :::::::::::::::::: ***Please refer to portfolio and feedback. I can be trusted with tasks that involve the following: ::: Integrator/ Business Manager Duties ::: Executive and Admin Support ::: Operations and Project management ::: Client support/Customer Service ::: Written and Verbal English Communication skills ::: Recruitment and Hiring ::: Email and Social Media Management ::: Website/Content management ::: Organizational skills ::: Tech Proficiency ::: Problem Management/Dispute Resolution ::: Webinar, Webisode and Podcast Creation ::: Video Editing with Screenflow ::: Accounting, Bookkeeping, Billing and Invoicing ::: Content Writing, Editing, Proofreading Software I am familiar with: *Asana *ClickUp *Monday.com *Trello *Notion *Google Suite *Mac Suite *Keynote *Pages *Numbers *Microsoft 365 Suite *OneNote *Canva *Screenflow *Dropbox *Box *Sharefile *Sky-pe *Sla.ck *Zoom *Grasshopper *WhatsApp *Evernote *Docusign *Hootsuite *SmarterQueue *AgoraPulse *Freshbooks *Equity Edge Online *Toggl *Hubstaff *Wix *Wordpress *Shopify *Amazon Seller Central *Braintree *SamCart *Systeme io *Stan *Teachable *Kajabi *Udemy *JackRabbit *MyMusicStaff *MailChimp *Infusionsoft *Ontraport *GetResponse *Amazon AWS *Zencoder *Amazon Workspaces *Teamviewer *Calendly *Acuity Scheduling *YouCanBookMe *GenBook *SpaBooker *ZenDesk *FreshDesk *Hiver *LastPass *1Password *Facebook *LinkedIn *Twitter *Instagram *Pinterest OTHERS
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    Customer Satisfaction
    Social Media Management
    Customer Support
    Scheduling
    Content Writing
    Project Scheduling
    Presentations
    Invoicing
    Administrative Support
    Executive Support
    Management Skills
    Project Management
    Business Management
    EOS
  • $15 hourly
    THINK OF ME AS YOUR RIGHT-HAND PERSON I’m Bili, your go-to for making things happen. You’re up against deadlines, your inbox is a monster, and your projects are a jigsaw puzzle waiting to be solved. That’s where I come in, not just ticking boxes but diving deep, acknowledging and sorting out the chaos, and piecing it all together. Why? Because for me, it’s not just about getting through the list; it’s about crafting solutions SPECIALLY made for you, pushing boundaries to not only meet but exceed expectations. Here’s what I bring to your table: ✏️CRM Software (Hubspot, Zoho, GoHighLevel, Salesforce) 🖊Shopify assistance like Oberlo, data entry, etc. 🧧 Project Management Tools(Monday.com, Asana, ClickUp, Trello, GHL), Office & Google Suites 🔗 Content Research, Strategic Planning, Insights Analysis, Working with different post-scheduling tools. 🗳 Personal Injury, Immigration Law and Family Law EXPERIENCE (YOUR PARALEGAL) 🖊 Loan Assistant, Transaction Co-Ordinator and also being YOUR Real Estate Assistant 🔍Confidentiality , Data security, Strategic Planning, Stakeholder Engagement, Process Improvement, Risk Management, & Quality Control 📝 Writing e-mails and following up with clients. 🗞 Email Template Creation (Mailchimp, Sendgrid, Hubspot, Lemlist, Etc.) 📊 Social Media content creation, scheduling, etc. (Hootsuite, Adobe Spark, Canva, etc) ✂️ Creating presentations in Prezi, PowerPoint, and more. 🔍Online research, creating organized sheets with key contacts or other info. 📰Job Posting, Screening/Interviewing/Hiring, Employees. (On & Off Upwork) & Training and Development(SOPs) 📏 Appointment setting, calendar management. 🗳Customer Service (Freshdesk, email/chat/phone support, etc.) & Vendor Management and Contract Negotiation 📑Using Collaborative Apps like Basecamp, Asana & Trello. And YES, I’m fluent in the languages of clients with ADHD, PTSD, and others, I know how to manage your memories and thoughts, and I will make you and your company organized and valuable. Imagine having all your tasks and projects flowing smoothly, like a well-oiled machine. Now, why me? Because I see the picture in the puzzle, the calm in the chaos. I'm not about just crossing off tasks; I'm about crafting success stories, one detail at a time. With a knack for weaving through the complexities of executive assistance, project management, real estate, and beyond, I bring to the table a handful of solutions tailored just for YOU. Think of me not just as a pair of hands, but as a brain that strategizes, a heart that's all in, and a will that's bent on seeing you thrive. So, if you're ready for not just an assistant, but a partner who dives deep, who sees beyond the immediate horizon, who'll go the extra mile not out of obligation, but out of a genuine desire to see you excel, let's make it happen. With me in your corner, you're not just ticking boxes; you're building legacies. You're not just keeping the lights on; you're illuminating a path to greater achievements. And remember, "A smooth sea never made a skilled sailor." In the vast ocean of business, it's the challenges that forge our strength and skill. Together, we'll embrace the waves, navigate through storms, and sail towards a horizon of success. Are you ready to optimize your operations, grow and take your business to the next level? The next step is to hop on a 20-minute discovery video call and together we can identify the areas where you need the most help and develop a plan to address them.
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    Microsoft Office
    Notion
    Legal Assistance
    General Transcription
    Social Media Account Setup
    Customer Relationship Management
    Clerical Skills
    Email Support
    Social Media Management
    Customer Service
    Data Entry
    Invoicing
    Administrative Support
  • $15 hourly
    International Law Firm experienced and LLM-qualified Paralegal/Legal Assistant with 5+ years of experience assisting Attorneys, Law firms, and Corporate Counsel. I worked under different US Attorneys handling various matters including Corporate law, commercial law, Venture Capital Law, securities law, financial law, Civil law, tech law, and International Arbitration. I have an LLB (Hons) and Master's of Law (LLM) in international corporate and commercial law with a Merit Pass from the University of West London. Qualified legal drafting skills. Master’s legal research techniques and black letter research methods. I am experienced working in Mergers and Acquisitions including assisting the Senior US Attorney with the complete Due Diligence Matrix of the seller/buyer company documents, disclosure schedule, and some minor assistance with merger documents and ancillaries. Experienced in Corporate and Commercial law. Experienced in Venture Capital Law including assisting senior Attorneys with drafting and sending out for signature the founder-ready packaging Charter, bylaws, Written consent Board of Directors, CIIAA (NDA), Service Agreement, Restrictive stock Agreement, Stock Plan, Convertible Promissory Note, and Investment Term Sheet. Assisting Senior Attorney with Case Management and Coordinating with Clients. Experience assisting Attorneys in financial law including Banking and bad faith insurance, complaint and motions drafting, construction law including construction claims and complex contract disputes, tech law, debt recovery claims, arbitration disputes, corporate law, and commercial disputes. Case law Research, complaint drafting, discovery preparation, and motion. -Good understanding of Business and Investment. -Good Understanding of VC and Pre seed investment. -Great understanding of the Stock market, Banking and Finance, and Securities law. -Tech law skills including a good understanding of new innovations and technologies such as AI, the Internet of things, Blockchain, Decentralized finance, machine learning, virtual reality (VR), and more. - Experience using big law firm software such as Litify from Salesforce. -drafting skills including complaint drafts, motions, reports, and legal research for litigations. -Excellent communication, interpersonal, and presentation skills (developed through academic skills and working in law firms under senior lawyers) -the ability to sort, order and manage large volumes of exhibits, documents, files, evidence, data, and other information. - Case Manager experience including communication with the clients, intakes, case strategies, drafting, and more. Familiar with Microsoft office package, Caselaw managing sites like Maruscase, Ringcentral, Clio, and template merge software. I am also familiar with software such as Practice Panther for Legal Clients Billing, Notion for task management, Google Workspace, RingCentral, and Amazon Workspace. I am experienced in working personal injury law settlement department assisting Attorneys and Paralegals with Liens. Preparation of Final Lien Requests, sending out FLR and Initial Lien Request, and finding lien information from the case reports. Can communicate information and ideas to others in understandable manner. Excellent innovative and Entrepreneur Skills. I am a reliable, trust-professional with a commitment to abide by the assigned deadlines.
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    Legal Consulting
    Corporate Law
    Commercial Litigation
    International Business
    Litigation
    Contract Drafting
    Cryptocurrency
    Business Consulting
    Arbitration
    Blockchain
    Corporate Finance
    Legal
  • $16 hourly
    I'm skilled with 10+ years of administrative experience supporting management & teams. I'm well-rounded, efficient and can handle: -Project Management -General Administrative Tasks (coordinating calendars, scheduling emails, or customer service emails) -Escalations -Account Management -Travel Planning -Research -HR-related tasks & more Tools Used: ChatGPT, Jasper, ClickUp, Monday.com, Copper, Jira/Confluence, Asana, Trello, Hootsuite, PandaDoc, Shopify, Vend, Sprout, Wordpress, Wix, Basecamp, FollowUp Boss, Podio, Mailchimp, ActiveCampaign, Xero, Kajabi, Thinkific, Canva, Filmora, AdobePremier, Teachable, Google apps, Microsoft office apps and more. I have completed thousands of varied tasks and I have an immense skill set. I provide exemplary work with quick turnaround times. I am negotiable on price & always up for a challenge. I am eager to help and look forward to serving you!
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    Executive Support
    Personal Administration
    Research & Strategy
    Customer Satisfaction
    Google Sheets
    Market Research
    Kajabi
    Project Management
    Product Research
    Google Docs
    Customer Service
    Administrative Support
  • $20 hourly
    Could this be a circumstance? or could this be fate? Both of us don't know it yet. But what I know my cover letter might be the reason why you are checking my profile or maybe you were just astonished by good looking Virtual Assistant like me. Whatever your reason is, I know that you are looking for someone who can help your business and who can provide excellent service in terms in cleaning your books and fulfill your administrative demands. Here are a few, among other things, or stuff I have heavy experience on that will surely make your project solved efficiently, effectively, and successfully. ✅Customer Service ✅Build sustainable relationships and trust with customer accounts through open and interactive communication ✅Provide accurate, valid, and complete information by using the right methods/tools. ✅Meet personal/customer service team sales targets and call handling quotas. ✅Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution ✅Keeps records of customer interactions, process customer accounts, and file documents ✅Follow communication procedures, guidelines, and policies ✅Take the extra mile to engage customers ✅Freshdesk ✅Salesforce ✅Gorgias ✅Shopify ✅Team Leader ✅Monthly Business Review ✅Managing Agents to meet the metric (KPI's) ✅Generating Reports ✅Top Team and Top Team Leader ✅Data Analysis ✅eCommerce Store Management ✅Processing Refunds, Returns, and Replacements ✅Order Processing ✅Email and Live Chat Support ✅Appointment Setter ✅Generate sales leads ✅Rapport and personal connection ✅Calendly and Google Calendar ✅General Administrative Support ✅Keep accurate records ✅Dialpad ✅Ring Central ✅KickAss VA ✅Graphic Design ✅Writing Article ✅Newsletter ✅Research ✅Data Entry ✅Email Management ✅Social Media Management ✅Internet Research ✅Powerpoint Presentation ✅Certified Facebook Ads ✅LA CRM ✅Transcription ✅Calendar management ✅Hubstop ✅LinkedIn ✅Google suite ✅MS teams ✅PT Minder ✅Zoho Mail ✅Dropbox ✅GDrive ✅BuilderTrend ✅Jobtread ✅Virtual Bookkeeper ✅QuickBooks ✅Xero ✅Asana ✅Dext ✅Keeper ✅Ordermentum ✅Cin7 ✅Paypal ✅Klarna ✅Shopify ✅The Block Shop Still, think this is just a random circumstance? If you want to know the reason why you're here, Invite me to your project or send me a message or you can confirm that reason by hiring me.
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    Notion
    HubSpot
    QuickBooks Online
    File Management
    File Maintenance
    Scheduling
    Email Management
    Accuracy Verification
    Ecommerce
    Error Detection
    Administrative Support
    Data Entry
    Microsoft Excel
    Xero
    Customer Service
  • $25 hourly
    Graduate of University of Cincinnati with a Bachelor’s in paralegal studies. Associate’s Degree in medical assisting..
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    Administrative Support
    File Management
    Microsoft Office
    Phone Communication
    Legal Research
    Draft Documentation
  • $45 hourly
    I have over twenty-five years of experience across multiple fields such as medicine, fundraising for arts and nonprofits, and customer service. I am a team player who is also independently motivated and well-focused with excellent time management skills. Adaptability and accountability are important to me as is my accessibility to my employer. My consistent success in high intensity settings makes me an ideal candidate to adapt to ever-changing client needs. I have supported executive directors, directors of development, and CEOs of medical practices through great attention to detail and excellent communication skills. I understand the pressures of complex schedules, and the need for promptness, punctuality and clarity.
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    CRM Software
    Office Administration
    Relationship Management
    Program Management
    Customer Service
    Fundraising
    Customer Relationship Management
    Task Coordination
    Social Media Management
    Scheduling
    Database Management
    Administrative Support
    Client Management
    Nonprofit Organization
  • $50 hourly
    Executive & People Ops Specialist with over 20 years of diverse experience in service-related positions. A problem solver with a proven ability to respond to challenges and act decisively under pressure. KEY AREAS OF EXPERTISE • Dedicated and hard-working individual; excellent work ethic • Prompt execution of time-critical projects; Exceptional self-management skills • Able to manage multiple tasks in a high-pressure environment • Solid managerial and administrative experience • Extremely organized and efficient • Strong verbal and written communication skills • Calendar management, scheduling, travel arrangements, event planning • Tech savvy and well-versed in internet research and data entry TECHNOLOGY & PLATFORM KNOWLEDGE • Google Suite (email, drive, docs, sheets, slides, admin & groups) • Microsoft Office Suite (Outlook, OneDrive, Word, Excel, PowerPoint) • Communication Tools: Slack + admin, Zoom+ admin & webinar setup, Google Meet. Microsoft Teams • Organizational Tools: Asana, Trello, Airtable • People Ops Tools: Zenefits, Rippling, Gusto, Checkr, CultureAmp, 15Five, Mineral (Harassment training), Notion, SwagUp, Adobe Acrobat (for verification of employment), Giftedd, Donut • Travel & Expenses: Orbitz, Hotels.com, Expensify, Ramp • Recruiting / Interviewing / Onboarding: Greenhouse, JobScore, Lever • Password Vaults: LastPass, 1Password, BitWarden • Contracts for Signature: DocuSign, HelloSign • CRM: HubSpot, Zoho, some Salesforce • Web / Media: WordPress, Squarespace, Eventbrite, Anchor, CoSchedule, Canva
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    Expense Reporting
    HR & Recruiting Software
    Employee Onboarding
    Compensation & Benefits
    Staff Recruitment & Management
    Records Management
    Airtable
    Slack
    Administrative Support
    Executive Support
    Scheduling
    Email Communication
    Data Entry
    Virtual Assistance
    Google Workspace
  • $35 hourly
    Bookkeeping and Accounting Services: As a bookkeeper I offer monthly bookkeeping and accounting services for a flat rate. I also provide services for large clean-ups and work with small businesses in a variety of industries. I work with QuickBooks Online and have developed an efficient and effective system to provide my clients with timely and accurate financial statements. Below are some of the bookkeeping and accounting services I offer: -Recording transactions, -Bank Reconciliation -Financial Statements -Custom Management Reports -Accounts Receivable and Accounts Payable -Lare and small clean-ups -QuickBooks Online Setup -Payroll -Job Cost Accounting I have been working as remote bookkeeper for 8 years and have worked with companies in industries such as eCommerce, Professional Services, Manufacturing, Restaurants, Contractor Services, Real Estate, and others. Managing a small business takes a lot of time and emotional energy. I aim to provide bookkeeping and accounting services that lessen the emotional energy spent on your books. Through QuickBooks Online, I can tailor the software to provide custom management reports that are specific to your business, providing insight into your business's financials and operations. If you're interested further, please message me and we can schedule a meeting to discuss your job or project in more detail. I will be able to provide a flat rate quote as well. Thank you for viewing my profile, I hope to hear from you. Joe Bever
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    Bill.com
    Accounts Payable
    Accounts Receivable
    Invoicing
    Balance Sheet
    Microsoft Excel
    Payroll Accounting
    Account Reconciliation
    Accounting
    QuickBooks Online
    Bookkeeping
  • $20 hourly
    Leave the tedious burden of bookkeeping to me.I will crunch the numbers while you focus on your business growth. Also, forget scratching your head over Excel/Google sheet formulas and let me do the excel magic for you! I am a Chartered Accountant(equivalent to US CPA)with over 4 years of experience in BOOKKEEPING + MS EXCEL. BOOKKEEPING services : ✅Intuit Quickbooks Bookkeeping ✅Xero Bookkeeping ✅Wave Bookkeeping ✅Zoho Bookkeeping ✅Cleaning up, and getting a company’s books in order. ✅Accounts Payable and Receivables Management. ✅Inventory Management, ✅Cash Flow Management. ✅Preparing Financial Statements and Management reports (including tracking KPIs, Trend analysis). ✅Preparing Projections and Budgets, variance analysis. ✅Cash flow management. ✅Data entry Softwares used : ✅Hubdoc ✅A2X ✅Webgility ✅Shopify ✅Bigcommerce ✅Amazon Seller Central ✅PayPal EXCEL Expertise: ✅VLOOKUP/HLOOKUP + Advanced Excel Formulas ✅PIVOT TABLES ✅Graphs and Data Visualization ✅Data Dashboards ✅Data Analytics/Big Data E-COMMERCE EXPERTISE: ✅Ecommerce and Dropshipping Accounting . ✅Accounting with SHOPIFY,Amazon Seller Central,EBAY ✅Experience with Payment Gateways like Square,Amazon Pay,Paypal etc. ✅Integrating Quickbooks/Xero with Banks/Stripe ✅Knowledge of Amazon Seller Central Reports along with Settlement Reports along with it's integration with Webgility,A2X etc. ✅Clearing Accounts Reconciliation related to Payment Gateways. ✅Analyse-Redesign-streamline all accounts & finance existing workflows ✅Bank reconciliations, Creating invoices and bills. ✅Clearing accounts, Preparing various reports (Balance sheet, Income statement, Cash flow statement, Budgeting, Etc.) ✅Bulk reconciliation, stripe/PayPal/ and other payment clearing reconciliation to reflect correct balances. ✅Linking of estimates(sales order) to invoice. ✅Management reporting (MIS reports) ✅System Development and implementation ✅ Data Visualisation ✅ Financial Dashboards "Geetika has always done a fabulous job and made the work delivery in time" - David (past client) I am also inclined towards : ✅Big Data Analytics -Python ✅Blockchain technology & Audit ✅Power BI ✅R-Hadoop ✅Google Data Studio #Not just a bookkeeper! Get real value added to your business by focusing on Dashboards on Google Data Studio/Excel Cash Flow Expense comparison Process Improvement ⭐⭐ Here's next ⭐⭐ # READILY AVAILABLE on message, call, email, and screen sharing apps. Let me know when we can connect over a call to discuss this further.
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    Google Docs
    Invoicing
    Light Bookkeeping
    Month-End Close Assistance
    Xero
    Accounts Receivable Management
    Data Entry
    Microsoft Excel
    Data Visualization
    Zoho Books
    Bookkeeping
    Bank Reconciliation
    Intuit QuickBooks
  • $15 hourly
    I'm a Payroll who managed to handle thousands of employees' payroll in a month. I'm also an experienced Audit Analyst who assisted various auditors from different territories (Australia, New Zealand, Hong Kong, Singapore, and Papua ew Guinea). I was able to manage 50 large engagement teams a month, especially during the interim and year-end. I was also a Bookkeeper who always verifies the correctness of all reports. Deliverables with high quality and accuracy are my top priority without compromising efficiency and integrity.
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    TSheets
    Xero
    Management Accounting
    Marketing Audit
    Microsoft Office
    QuickBooks Online
    Bookkeeping
    Invoicing
    Bank Reconciliation
    Intuit QuickBooks
  • $35 hourly
    I am passionate about supporting small businesses and CEOs with their administrative needs, helping them achieve their dreams one step at a time. My goal is to feel that deep sense of pride, knowing that my efforts have brought someone closer to the reality they envision for their business. It's the same pride a parent feels when they see their child shine after countless hours of preparation—that’s how I feel about my work as a freelancer. Let’s turn your goals into accomplishments, together!
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    Email Support
    Customer Onboarding
    Client Management
    Executive Support
    Virtual Assistance
    Case Management
    Legal Documentation
    Invoicing
    Legal Calendaring
    Legal Assistance
    Legal Transcription
    Legal Case Management Software
    File Management
    Administrative Support
    Data Entry
  • $20 hourly
    With over two decades of experience in the accounting industry, I have honed my skills as a fractional accountant, providing top-notch financial management services to businesses across various sectors. My expertise lies in delivering comprehensive accounting solutions tailored to meet the unique needs of each client. 1) Key Highlights: • Extensive Experience: Over 20+ years of experience in accounting, including managing financial operations for two U.S. companies. • Specialized Knowledge: Good understanding of U.S. accounting standards, tax regulations, and financial reporting requirements. • Versatile Services: Proficient in bookkeeping, financial statement preparation, payroll management, and audit support. • Technological Proficiency: Skilled in using advanced accounting software such as QuickBooks, Xero, and Zoho Books to streamline financial processes and ensure accuracy. • Client-Centric Approach: Committed to providing personalized services that cater to the specific needs of each client, ensuring their financial goals are met. 2) Professional Experience in U.S.: • Fractional Accountant for Two U.S. Companies: Successfully managed the financial operations of two U.S. companies, overseeing all aspects of accounting, from daily bookkeeping to strategic financial planning. 3) Education and Certifications: • The Association of Certified Chartered Accountants (ACCA) • U.S. Federal Taxation: University of Illinois at Urbana-Champaign • QuickBooks Online ProAdvisor: Intuit Inc • Company Reports: Understanding Form 10-K: Coursera 4) Personal Attributes: • Detail-Oriented: Meticulous attention to detail, ensuring accuracy and compliance in all financial matters. • Problem Solver: Strong analytical skills, capable of identifying and resolving complex financial issues. • Effective Communicator: Excellent communication skills, able to convey financial information clearly and concisely to clients.
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    Xero
    Management Accounting
    CPA
    Inventory Management
    Cost Accounting
    Financial Accounting
    Bookkeeping
    Zoho Books
    Intuit QuickBooks
    International Accounting Standards
    Cash Flow Analysis
    Chart of Accounts
    General Ledger
  • $64 hourly
    I am the owner of a small consulting company that specializes in providing tailored financial services to our customers. They range from the straightforward transaction based bookkeeping, accounts receivable, and accounts payable management to more complicated financial analysis, budgeting, process improvement, and strategy development. After a successful financial management career in the US Coast Guard, I have decided to bring my expertise to businesses around the world. I have experience in managing the full range of financial activities. I provide hands-on financial analysis and strategic advice and counsel to help improve your business processes. I am committed to the highest degree of transparency and accountability. BUSINESS STRATEGY Leads by capitalizing on business opportunities related to both internal factors and market conditions. Asks the right questions and seeks simpler solutions to complex problems. Transforms complex data sets into easy-to-understand information with clear implications for making better decisions. Takes a systems thinking approach to solve business problems at their root. PROJECT LEADERSHIP Builds trust quickly by setting clear direction, developing high levels of teamwork, and giving others credit. Aligns individual motivators and capabilities with particular projects and roles. Understands complex systems, resource allocation, and the importance of satisfying both external and internal customers. Leads projects to meet budget, time and performance expectations. EDUCATION/CERTIFICATIONS I bring MBA level financial management to your business at a fraction of the cost of a traditional consultant. The Quality Systems Management degree I hold compliments the MBA well. I am very proficient in multiple financial management software and hold both QuickBooks ProAdvisor and Xero advisor certifications.
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    Financial Projection
    Management Consulting
    Xero
    Process Improvement
    Financial Modeling
    Financial Analysis
    Budget Management
    Bookkeeping
    Intuit QuickBooks
  • $20 hourly
    Expert in Accounting/Bookkeeping/Business Process Improvement in various tools: -Excel -Google Sheets -QuickBooks Online/Desktop -Wave Accounting -Microsoft Dynamics 365 Business Central -Xero -Zoho Apps (Books,Invoice, Billing, Expense, Inventory) SERVICES: • Full charge of Bookkeeping and cleaning up accounting records. • Financial Reporting (Profit and Loss Report, Balance Sheet, and Cash Flow Statement). • Financial Analysis (Costing/Budgeting/Forecasting) • Bank Reconciliation • Order Management • Payroll Computation, Timekeeping and Withholding taxes • General Accounting Services (Invoicing/Purchase Order/AR and AP Monitoring) • Business Process Audit/Improvement/Internal Audit • Lead Generation • Data entry, presentation, validation, and analysis with Microsoft Office/GoogleSheets (excel, word, and PowerPoint). Exposure with below work-related applications/software: -Slack -Asana -Clickup -Stampli -Supportbee -Wrike -Egnyte -Missive -Time Doctor -MS Teams -MS Onedrive -Katana -Karbon -Hubspot
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    Cost Accounting
    Financial Analysis
    Wave Accounting
    QuickBooks Online
    Accounting
    Bookkeeping
    Data Entry
    Accounts Receivable
    Balance Sheet
    Invoicing
    Microsoft Excel
    Financial Report
    Order Management
  • $10 hourly
    I can offer assistance and advice with services such as tax preparation, bookkeeping, financial planning and report, and help with QuickBooks online software. Whether you're just starting out as a one business or have been running large company for years, I have the extensive knowledge your business needs to keep your books in order and help you grow to the next level. I have 17 years experience and have worked with various industries, including manufacturing, retail and construction companies. I take time to sit down with you to explain what you need to know to keep your business running smoothly.
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    Administrative Support
    QuickBooks Online
    Financial Statement
    Financial Analysis
    Financial Accounting
    Bookkeeping
    Invoicing
    Intuit QuickBooks
    Balance Sheet
    Account Reconciliation
    Bank Reconciliation
    Accounts Receivable
  • $10 hourly
    Experienced Accounts Receivable and Payable Specialist with a proven track record of excellence in serving U.S.-based companies across industries such as MSP IT, law firms, and medical billing. Adept at leveraging advanced AI tools to optimize AR/AP processes, credit and collections, third-party vendor management, and global staffing solutions. Known for strong analytical capabilities, professional expertise, and a commitment to driving operational efficiency and financial performance.
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    Medical Mastermind Medical Billing Services
    Claim Listing
    Data Entry
    Insurance Claim Submission
    Debt Collection
    Medical Billing & Coding
    Accounts Receivable
    PDF
    Microsoft Excel
    ICD Coding
    EMR Data Entry
    Revenue Management
    Invoicing
    Healthcare Management
    Payment Processing
  • $75 hourly
    I am here to help you be more proficient in all financial reports, executing monthly, quarterly and annual close; bank and credit card reconciliation; financial statements, assisting in auditing and implementing best practices using GAAP. I am not afraid of hard work and I am relentless in completing the tasks at hand. I pride myself in being extremely organized, and practice high ethical standards. I know that my knowledge and skills I have learned over the years would be a great value to any company, person or entity. It's my hope to use my 31+ years of experience being a Controller to help companies get started, existing companies to get organized, to streamline processes and/or assist in bookkeeping needs for all types of businesses. I know my extensive skills in Bookkeeping, Financial Statements, Payroll, Accounts Receivable/Payable, Human Resources, and Office Management will be of great value to the right client. I love numbers and strive for perfection. I am relentless at solving issues and have a never give-up attitude in everything I do. My background is mostly in Construction Accounting including progress billing, invoicing with a broad knowledge in city licenses/permits, reading contracts, SOV, lien releases and more. In addition to those skills, I've also owed several small businesses and I am very familiar with everything it takes to set up and operate a small business, including Administration, Business Licensing, Profit & Loss Statements and everything in between. My favorite task is Auditing Financial Statements, Accounts Receivable Collections, with Human Resources and Payroll being a close second. Any financial aspect of your business or personal financial organizing that needs addressed, I am happy to assist. Everyone I have ever worked for has always complimented me on my hard work and dedication and I know I will exceed your expectations. I look forward to connecting with you.
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    Microsoft Office
    Contract
    Accounts Payable Management
    Accounts Receivable Management
    Administrate
    Business Management
    Management Accounting
    QuickBooks Online
    Financial Report
    Accounting Basics
    Accounts Receivable
    Accounts Payable
    Invoicing
    Sage
    Payroll Accounting
  • $31 hourly
    Experience in: • QuickBooks (QBO) / QB Desktop & Online / SAP / Xero / Netsuite & Major ERPs. • Procore & Buildertrend. • Bookkeeping & Accounting. • Accounts Receivables (AR) / Collections, Accounts Payables (AP), Treasury, Bank account reconciliation, Cashflow & Forecast. • Excel, Google Sheets, VBA/Macros and Power Bi. ***** • Fluent English • 300 Mbps Stable internet speed. / Windows 10 - i5 - 8GB RAM • Western hemisphere Time Zone (USA / Canada & Latam) - Pacific Time to Eastern Time availability ***** With 10 years of experience in finance positions, I bring a strong understanding of accounting, accounts payable and accounts receivable to the table. My background spans across the software/IT and consumer goods industries, honing my skills in problem resolution, creative thinking and effective communication. My experience in shared service centers has allowed me to effectively collaborate with team members, both on-site and remotely. Fluently bilingual in Spanish and English, I have a proven track record in utilizing technology to streamline processes and improve user experience. My expertise in Microsoft Office Suite and SAP, particularly in MS Excel, has resulted in successful automation of processes and reports. I am a results-driven individual who is constantly seeking opportunities to add value and streamline inefficiencies. My focus on standardization has enabled me to simplify time-consuming tasks, freeing up time for more meaningful contributions. I am a driven and detail-oriented professional with a passion for using my technical skills to solve complex financial problems. With my ability to think outside the box and my dedication to continuous learning, I am confident in my ability to provide valuable insights and deliver tangible results for my organization. Whether working independently or as part of a team, I am committed to delivering high-quality work and exceeding expectations. In addition to my finance background, I am a natural communicator who values open and transparent dialogue. I believe that effective communication is key to successful collaboration, and I strive to maintain open lines of communication with my colleagues and stakeholders. My linguistic skills and ability to adapt to different cultural backgrounds make me a valuable asset to any organization. Keywords: Finance, Accounting, Treasury, Banking, Excel, SAP, Procore, QBO, QuickBooks, AR, Collections, Receivables, Cash Flow, Accountant, Fieldglass, kyriba, Bank, A/R, Buildertrend, Builder trend, Construction, IFRS, US GAAP, bill, bill.com, cleanup, Bank reconciliation, CPA, billing, account management, bookkeeper, GL, Project Manager, estimator, estimation, spreadsheets,
    vsuc_fltilesrefresh_TrophyIcon Transaction Processing
    Finance & Accounting
    Accounts Receivable Management
    Procore
    Administrative Support
    Treasury Management
    Bookkeeping
    Intuit QuickBooks
    Accounts Payable
    Microsoft Excel
    SAP
    Invoicing
    Cash Flow Analysis
    Accounts Receivable
  • $15 hourly
    With over 14 years of experience as a professional virtual assistant, I specialize in delivering precise and reliable solutions for data entry, tagging/labeling, product listing, coupon moderation, billing, quality assurance, and administrative support. My proven track record of meeting and exceeding client expectations and my ability to work independently or collaboratively ensure that I can adapt to your unique business needs. I thrive in performing repetitive tasks with accuracy and efficiency. My Expertise Includes: Data Processing - Transcribing invoices/bills (utilities, purchasing, waste management, etc.) - Managing patient information in online healthcare databases - Data extraction, processing, and keyword tagging - PDF conversion and web scraping Data Tagging & Labeling - Product tagging and categorization (e.g., item, furniture, road signage, room styles, photos, and vectors) - Garment/fashion type and color categorization - Text data labeling and invitation card tagging - Pathology test result tagging and uploading Billing & Invoicing - Creating, sending, and managing invoices via platforms like Stripe, Xero, Intuit QuickBooks, and Bill.com Content Moderation - Reviewing images, videos, and articles - Ensuring accuracy and compliance in data reviews E-commerce Support - Product listing/uploading for Shopify and other e-commerce stores - Cross-listing and dropshipping assistance Internet Research - Product, photo, and hotel/lodge research Coupon Moderation - Testing coupon conditions, limitations, and expirations - Adding and verifying new coupon codes Additional Services - Quality Assurance (QA) - WordPress management - Sending prewritten emails or texts - Customer support (email and chat) - General administrative support Why Work With Me? I bring keen attention to detail, a proactive approach, and a commitment to excellence in every task I undertake. Whether it's managing large data sets, ensuring accurate tagging, or maintaining smooth administrative operations, I consistently deliver high-quality results within budget and timelines. Let’s discuss how I can help you streamline your processes and achieve your business goals. I look forward to working with you!
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    Dropshipping
    Ecommerce Product Upload
    Database Cataloging
    Electronic Medical Record
    Keyword Research
    Administrative Support
    WordPress
    Data Labeling
    Invoicing
    Organize & Tag Files
    Customer Relationship Management
    Stripe
    Content Moderation
    Shopify
    Data Entry
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