Hire the Best Wave Accounting Specialists in Florida

I help small business owners, startups, real estate investors, and e-commerce businesses get their finances in order — and keep them that way. With over 15 years of hands-on tax and accounting experience, I do more than maintain clean books. I work alongside business owners throughout the year to reduce tax liability, stay compliant, and make smarter financial decisions. Here's what I bring to every engagement: Bookkeeping & accounting software Monthly reconciliations, accurate transaction categorization, and financial reports — P&L, balance sheet, and cash flow — so you always know where your business stands. I work in QuickBooks, Xero, Wave, Puzzle, Digits, and AI Bookkeeping tools. Tax preparation & planning Federal and state tax returns prepared accurately and on time using Drake, ProConnect, ProSeries, Lacerte, and OLT Pro. More importantly, I look for deductions, credits, and planning moves before the year closes — not after. S-Corp & LLC compliance Reasonable compensation, distributions, basis tracking, and payroll coordination — I handle the details that keep S-Corp owners out of trouble with the IRS. Payroll coordination I work directly with Gusto and other payroll platforms to ensure entries are properly reflected in your books and payroll taxes are accounted for correctly every period. I've worked with LLCs, S-Corps, sole proprietors, real estate investors, and product-based e-commerce businesses. Whether you need someone to take over messy books, prepare a tax return, or build a year-round tax strategy from scratch — I can help. Tools & platforms Bookkeeping & accounting QuickBooks Xero Wave Puzzle Digits AI Bookkeeping Tax software Drake Tax ProConnect ProSeries Lacerte OLT Pro Payroll Gusto If you want a tax and accounting professional who stays engaged between filings and treats your business like it matters, let's talk.

Hi my name is Troy and this is my Upwork profile page. I'm experience working in Quickbooks Online (QBO Proadvisor certification) and with Wave accounting. I specialize in small business's that need bookkeeping help. Feel free to shoot me a message and we can discuss your specific needs and how I can help. A little about me, I have close to 15 years of accounting experience. I started my career doing accounts payable and worked myself up to where I'm currently the director of accounting for a multistate healthcare company. I started doing freelance bookkeeping work around three years ago as I missed doing the bookkeeping side of accounting. I have the following degrees and certificates: Bachelors degree in Accounting Masters degree in Business Administration Quickbooks Online Proadvisor certification Certified Healthcare Financial Professional Certified Specialist Accounting & Finance

If you are a business owner or self-employed and need help organizing your financial books, I am here to help. To determine if we're the right fit for each other, I invite you to schedule a friendly 15-minute Discovery Call to meet via Zoom. I specialize in Year-End Cleanup and Catchup bookkeeping as your virtual accountant, offering tailored financial solutions to ensure financial clarity and tax readiness. My services encompass: 1. Financial Accounting: General Ledger management for accurate records. 2. Account Reconciliation for financial integrity. 3. Billing and Accounts Receivable Management for a healthy cash flow. 4. Bank Reconciliation for statement alignment. 5. Financial Analysis for optimized strategies. 6. Business Management for effective operations. 7. Internal Financial Control for asset safeguarding. I aim to be your trusted partner. Let's discuss how I can tailor my services to meet your specific needs during a 15-minute Discovery Call. Let's align your financial energies and manifest prosperity together! 🌿💰✨

Hi, I’m Erica Concepcion, an Operations Manager and Business Systems specialist with 10+ years of experience helping service-based businesses, property managers, and startups streamline operations, organize finances, and implement systems that support growth. I help businesses move from chaotic workflows and disconnected processes to organized, scalable operations that improve efficiency, transparency, and profitability. My background spans property management, legal operations, and service-based companies, where I’ve led teams, implemented operational systems, and managed financial workflows for multi-property portfolios and growing businesses. As the Founder of Savvy Pro Solutions, I partner with entrepreneurs and management teams to simplify complex operations through process design, automation, financial organization, and strategic operational support. What I Can Help With Operations & Systems ✔ Business operations management ✔ Process improvement & workflow optimization ✔ SOP creation and documentation ✔ Digital organization and systems implementation ✔ CRM setup and management Project & Team Management ✔ Virtual team leadership (teams of 8–12) ✔ Workflow implementation and accountability systems ✔ Cross-team coordination and operational planning Business Consulting ✔ Current-state operational analysis ✔ Process redesign and efficiency strategy ✔ Operational scaling support for startups and growing businesses Financial Operations & Bookkeeping ✔ QuickBooks setup, cleanup, and financial organization ✔ AP/AR tracking and invoicing systems ✔ Account reconciliation and financial reporting support Property Management Operations ✔ Property management systems support ✔ Vendor coordination and operational workflows ✔ Portfolio financial organization and reporting My Approach I believe strong operations come from clear systems, transparent processes, and empowered teams. My work focuses on building sustainable operational structures, not temporary fixes. The goal is always to create systems that make your business easier to run as it grows. Clients value my work because I bring: ✔ Analytical, systems-driven thinking ✔ Clear communication and proactive problem-solving ✔ A structured approach to complex operational challenges ✔ A collaborative leadership style that keeps teams aligned Additional Highlights • Founder of Savvy Pro Solutions • QuickBooks ProAdvisor Certified • Certified Apartment Manager (CAM) • Bilingual: English & Spanish Skills and actionable tasks: 🔶Operations management (rhythm of business, budget management, planning, strategy and execution) 🔶Project management (workflows, process improvement, reviews, documentation and analysis) 🔶Strategy consulting (current and future state analysis, recommendations, research) 🔶Digital Organization 🔶CRM Setup/Management 🔶Creating and Implementing SOPs 🔶Virtual Team Management [experience managing teams of 8-12] 🔶Social Media Management | Content Creation 🔶Bookkeeping [Invoices & Receipt Creation, Quickbooks Setup & Cleanup, AP/AR Organization & Tracking] Tech Stack: 🔷Microsoft Office: Word, Excel, Project, Powerpoint, SharePoint, Teams 🔷Google Workspace (Meets, Docs, Slides, Sheets, Drive, Calendar) 🔷Asana, Slack, ClickUp, Trello, Monday, Notion, and Basecamp 🔷Canva 🔷Dropbox and OneDrive 🔷Zoom 🔷Mailchimp 🔷Quickbooks, Wave Accounting, Freshbooks, and Zoho 🔷Gusto and ADP 🔷Clio 🔷Guesty, Breezeway, and Appfolio

Welcome to my profile! I have specialized in working and managing businesses for them to have the deserved success. I get to focus on every task/ project is assigned to me by considering every details. I offer complete payroll services by filing state and federal taxes, ensuring compliance along with managers and employee dashboards for them to see the paystubs and tax documents at their convenience. Expert in ADP applications and UKG Workforce Central *Certified ADP Vantage, WFN and Run Partner * Some of the systems I have worked are below: ►Peachtree ►Quickbooks ►eTime / UKG Workforce Central ► ADP Run (Payroll System for small business) ► Wave App ►Payforce ►ADP Workforce now ► ADP Vantage ► UKG Workforce Ready ► uAttend Time System ►BambooHR In addition, I'm a tax preprayer agent for corporate and individual returns and an IRS Certified Acceptance Agent. I am open to part-time, full-time, and project-based work. I look forwarding to working with you and supporting the needs of your business. PS: My rates are flexible depending on your business needs. Ask me! 904.577.3307

🌟 Top-Rated Freelancer | Certified QuickBooks ProAdvisor | Professional Bookkeeper & Accountant | Xero Certified | QuickBooks Cleanup, Catchup & Reconciliation Expert 🌟 Hello there! 👋 Are your QuickBooks books behind, disorganized, or full of errors? Do you need a certified QuickBooks Online ProAdvisor to clean up your accounts, reconcile your bank statements, and deliver accurate financial reports? You’re in the right place! I’m a Certified Bookkeeper, QuickBooks Online and Desktop ProAdvisor, and Xero Certified Accountant with years of hands-on experience helping small businesses, startups, and entrepreneurs get their books in perfect shape. I specialize in QuickBooks Cleanup, Catchup, Bank Reconciliation, Financial Reporting, and Full-Charge Bookkeeping services that bring clarity, accuracy, and confidence to your financial records. My mission is simple: to keep your books clean, compliant, and always up to date — so you can make informed business decisions and focus on growth instead of spreadsheets. 💼 My Expertise 🔹 QuickBooks Cleanup & Catchup Behind on your books? No problem. Whether you’re a few months or a few years behind, I’ll help you clean up and catch up your QuickBooks file quickly and accurately. My QuickBooks Cleanup & Catchup services include: Reviewing and fixing miscategorized or duplicate transactions Correcting reconciliation errors and historical data issues Uploading missing transactions manually Resolving undeposited funds and clearing account discrepancies Matching your QuickBooks data to your bank and credit card records Delivering clean, accurate, and audit-ready books Your QuickBooks file will be fully organized, tax-ready, and ready to hand off to your CPA. 🔹 QuickBooks Online Setup & Optimization If you’re starting fresh or switching systems, I’ll set up your QuickBooks Online or QuickBooks Desktop from scratch — customized to fit your business. Setup services include: Creating a custom Chart of Accounts Connecting bank feeds and payment platforms Setting up classes, locations, and automation rules Importing past data and ensuring consistency Configuring user roles, reports, and settings for efficiency An optimized QuickBooks setup ensures accurate bookkeeping and smooth operations. 🔹 Bank & Credit Card Reconciliation Accurate bank reconciliation is vital for trustworthy financial statements. I reconcile bank, credit card, and PayPal accounts monthly to ensure every transaction is matched and accounted for. Reconciliation includes: Identifying and correcting discrepancies Matching bank and QuickBooks balances Adjusting entries for accuracy Preparing clear, verified reconciled statements No more unexplained variances or missing transactions — your accounts will always balance. 🔹 Full-Charge Bookkeeping & Financial Reporting I provide complete bookkeeping services — managing every aspect of your financial records, from daily transactions to month-end reports. Bookkeeping services include: Recording and categorizing transactions Managing Accounts Payable (A/P) and Accounts Receivable (A/R) Processing vendor bills and customer invoices Tracking payments, credits, and refunds Managing payroll entries and tax compliance Performing month-end and year-end closings Reporting includes: Profit & Loss Statements Balance Sheets Cash Flow Statements Aging Reports (A/R and A/P) Budget vs. Actual Reports These reports help you track profitability, control cash flow, and make smarter business decisions. 🔹 Financial Analysis & Advisory Beyond bookkeeping, I offer financial analysis and advisory support to help you understand your numbers and grow strategically. Services include: Financial performance analysis Trend and ratio analysis Expense optimization Cash flow forecasting and budgeting Gain real-time insights into your financial health with accurate data-driven reports. 🧠 Tools & Platforms I Use I’m proficient with a wide range of accounting and business management tools: QuickBooks Online | QuickBooks Desktop | Xero | Wave Accounting | Excel | Google Sheets | Gusto | ADP | Bill.com | Dext | Melio | Hubdoc | Stripe | PayPal | Shopify | A2X No matter your setup, I’ll integrate your systems and ensure seamless accounting workflows. 🏢 Industries I Serve I’ve worked with businesses in various industries, including: 🏡 Real Estate & Property Management 🛍️ E-commerce & Amazon Sellers 🏗️ Construction & Trades 🏥 Healthcare & Wellness 💼 Consulting & Professional Services 📈 Marketing & Digital Agencies 💻 SaaS & Tech Startups ⚖️ Legal & Financial Services Each industry has unique accounting needs — I customize my approach to fit your business perfectly. 💎 Why Clients Choose Me ✔ Certified QuickBooks Online ProAdvisor & Xero Expert ✔ Top-Rated Freelancer on Upwork with a 100% Job Success Score ✔ Years of Experience in bookkeeping, cleanup, and financial management ✔ Trusted by clients across the U.S., Canada, UK, and Aus