I’m a professional bookkeeper specializing in financial cleanup, catch-up work, and reconciliations for small to mid-sized businesses. While I am the owner of a bookkeeping business focused on supporting beauty businesses, I have hands-on experience working across a wide range of industries—including law firms, construction, plumbing, insurance, and service-based businesses. This diverse background allows me to quickly understand different financial workflows and clean up even the most complex or disorganized books. I’m highly experienced in: • QuickBooks Online • Bank and credit card reconciliations • Catch-up and clean-up bookkeeping • Chart of accounts organization • Accounts payable & receivable • Payroll reconciliation • Financial statement preparation Before transitioning into bookkeeping, I spent years in the beauty industry and project coordination roles, which strengthened my attention to detail, organization, and client communication—skills I now bring into every financial project I take on. If your books are behind, messy, or just need a fresh set of eyes—I can help you get everything accurate, organized, and back on track. Let’s connect and get your books cleaned up efficiently.

Enrolled Agent with hands-on experience in U.S. tax preparation and compliance, including Form 1040, business returns (1065, 1120S), FBAR, and FATCA filings. Involved in tax planning support and the IRS notice resolution. Detail-oriented professionals focused on accurate and compliant tax reporting.

Hello! Allow me to tell you a bit about myself: I have the following credentials: QuickBooks online ProAdvisor Bachelors and a MBA in Accounting Certified Professional Bookkeeper As a small business owner, former corporate financial controller and bookkeeper, I offer a wealth of experience in both small, medium and large businesses. I have a strong accounting, bookkeeping and tax background with over 30 years of experience. I pride myself on my ability to review a company’s processes and financials and quickly recognize opportunities. In most cases, a simple review can result in an improved cash position to the tune of a couple of thousand dollars. What I offer: •. Fractional CFO Services • Construction Accounting; WIP, Revenue % of Completion, Job Costing, Indirect Allocations • Accounting • Bookkeeping • Payroll • Income Tax Preparation (Individual, Sole Proprietorship, Partnership/LLC, S-Corp, and C Corp) • Business Consulting & CFO Services • Ongoing support • QuickBooks setup •. ComputerEase • Month End Close, Bank reconciliation and Financial reporting • Custom reporting • Fixed assets and inventory tracking • Year-end adjustments • Financial Coaching • Exit strategy • Budgeting • Cash Flow Projections Ready to focus solely on your customers and growing your Business? Let’s talk about how we can do this together!

I'm a passionate tax accountant with years of experience in vast tax related for small and medium-sized businesses and/or individuals. Whether you are just starting your business or looking for an accountant from tax resolution to light bookkeeping, I am here to help :) -Tax preparation for both personal and business tax returns (1040, 1065, 1120s. 1120) -Tax resolution. Represent taxpayers to resolve tax issues such as settling back taxes for a lower amount, setting up installment agreements, and providing the best solution to relieve the burden for the taxpayers. - Review and prepare financial statements for business loans and investor reviews. -Tax consultation. Provide tax saving strategies and minimize tax liabilities.

✅ Welcome to My Profile! I help Residents and non-US residents file 1040, 1120s, 1065, 1120 & 5472 accurately for their US LLCs. As a Certified Accountant with 7+ years of experience, I specialize in IRS compliance and cross-border tax strategy I’m a highly experienced Accounting and Tax Professional on Upwork, proudly holding Top Rated status with a proven track record of delivering excellence. With 7+ years of industry experience and having successfully served 250+ satisfied clients, I specialize in providing reliable, efficient, and accurate financial solutions tailored to meet the needs of businesses and individuals alike. 📌 My Core Expertise: 📊 Accounting & Bookkeeping * QuickBooks Online/Desktop, Xero, Wave, Zoho Books * Full-year bookkeeping for tax filing purposes * Bank and credit card reconciliations * Month-end and year-end financial reports * Payroll setup, processing & filings (ADP, Gusto, QuickBooks Payroll) 💼 U.S. Tax Preparation & Advisory * Federal and State Tax Return Preparation: * Individuals (1040 / Expat 1040) * Partnerships (1065) * S-Corps (1120S) * C-Corps (1120) * Non-profits (990) * 1099-MISC & 1099-NEC filing * Payroll tax filing (Forms 941, 944, W-2, W-3) * Sales Tax/VAT Returns for all U.S. States * EIN acquisition & Business Formation guidance * IRS compliance, tax advisory, and audit support 📚 Accounting & Financial Standards * GAAP & IFRS compliance reviews * Financial modeling, budgeting & forecasting * AR/AP management & reporting * Reconciliation summaries & financial insight reports 👤 About Me: I hold an MBA in Finance and a Bachelor’s in Professional Accountancy from Benazir Bhutto Shaheed University. My experience spans corporate finance, tax advisory, and accounting operations for businesses across various industries. I'm also pursuing EA (Enrolled Agent) certification, further strengthening my ability to represent clients before the IRS. 🔧 Tools I Use: QuickBooks | Xero | Wave | Zoho | ADP | Gusto | Microsoft Excel | IRS e-Services | TaxSlayer | Drake Tax | ProConnect & more 💼 Why Work With Me? * Top Rated Upwork Freelancer * Prompt, clear communication * Detail-oriented and deadline-driven * High client satisfaction and retention * Committed to compliance, accuracy, and trust Let’s work together to streamline your finances, stay tax-compliant, and support your business growth. Feel free to explore my specialized profiles for detailed work history in tax and accounting.

With over 10 years of experience in both the public and private sectors, I serve as the Principal of Atlantis Tax Group, leading a team that provides comprehensive tax and financial services to individuals and businesses. As an Enrolled Agent licensed to represent clients before the IRS, I ensure that our clients receive expert guidance on all tax matters, and I am currently working towards obtaining my CPA license to further enhance our service offerings. My expertise includes: Tax Preparation & Planning: Federal and state tax preparation for individuals, small businesses, and corporations, with a focus on strategic tax planning to minimize liabilities and optimize financial outcomes. Bookkeeping Services: Accurate financial record-keeping, including reconciliation, financial reporting, and payroll services, ensuring businesses maintain up-to-date financials. IRS Filings & Representation: Handling various IRS filings and providing representation during audits, ensuring clients remain fully compliant with tax regulations. Business Consulting: Financial advisory services to help businesses improve profitability, streamline operations, and make informed financial decisions. At Atlantis Tax Group, my goal is to provide personalized, expert service that gives clients peace of mind, whether they are looking to optimize their tax strategies or ensure financial accuracy in their business operations.

Hello! I'm a Senior Tax Accountant with over 6 years of extensive experience in accounting, bookkeeping, and tax services. My expertise lies in providing comprehensive tax solutions for both small businesses and individual clients. I am committed to helping my clients achieve their financial objectives while ensuring compliance with the latest tax regulations. Services Offered: - Small Business Tax Preparation and Planning - Individual Tax Preparation and Filing - Bookkeeping and Accounting Services - Tax Consulting and Advisory - IRS Representation and Audit Support - Financial Statement Preparation - QuickBooks Setup and Management Why Choose Me: - Expertise: With over six years in the field, I have a deep understanding of tax laws and accounting principles. My experience spans various industries, enabling me to provide tailored tax strategies. - Accuracy: I pride myself on my attention to detail, ensuring all financial records and tax filings are precise and compliant. - Client-Centered: Your financial well-being is my top priority. I provide personalized service, taking the time to understand your unique needs and goals. - Up-to-Date Knowledge: I stay informed about the latest changes in tax laws and regulations, ensuring you benefit from all available deductions and credits. - Proactive Approach: I handle your tax compliance and offer strategic advice to optimize your tax position and financial health. Let's Connect: I am eager to help you with your accounting and tax needs. Whether you are a small business owner looking for comprehensive tax solutions or an individual seeking expert tax preparation, I am here to assist. Let's work together to achieve your financial goals!

Hi, I’m Preethi - a US-qualified Accountant and Enrolled Agent (EA) Candidate with 6+ years of hands-on experience helping businesses and individuals stay compliant, reduce tax exposure, and gain clear visibility into their financials. I specialize in end-to-end US tax compliance, IRS representation, and proactive tax planning, with a proven track record of delivering real, measurable annual tax savings for my clients. I have successfully managed 300+ federal and multi-state tax returns and represented clients in IRS and state audits, always focusing on accuracy, strong documentation, and minimizing risk. Beyond tax filing, I bring deep experience in full-cycle accounting from bookkeeping and reconciliations to month-end close, payroll, and financial reporting ensuring your books are clean, accurate, and ready for audits or decision-making. I’ve worked extensively with clients across industries including Real Estate & Construction, E-commerce, Healthcare, Professional Services, Technology/SaaS, Manufacturing, and Retail, allowing me to quickly understand different business models and apply the right tax and accounting strategies. My core strengths include: *Federal & multi-state tax compliance (1040, 1065, 1120, 1120-S) *IRS & state audit representation and tax controversy support *Strategic tax planning for businesses and high-net-worth individuals *GAAP-compliant bookkeeping, reconciliations, and financial reporting *Payroll processing and quarterly filings *Process automation and system migrations Software & tools I work with daily: Tax: Lacerte, ProConnect, Drake, UltraTax CS, CCH Axcess Accounting: QuickBooks (Online & Desktop), Xero, Sage Intacct, NetSuite Payroll: ADP, Gusto, Paychex, Intuit Payroll Productivity: Advanced Excel, Google Workspace, Asana, Slack Clients value me for being detail-oriented, proactive, and dependable, with the ability to explain complex tax matters in simple, clear terms and deliver work that’s accurate, timely, and audit-ready. If you’re looking for a trusted US tax and accounting expert who treats your business like their own, I’d be happy to help.

Top-Rated Upwork Freelancer & Intuit Certified Bookkeeper with over 4 years of experience supporting US based LLCs over 15 years of General Bookkeeping, Business & Office Administration expertise. I’m multi-talented, professional, highly-productive and detail-oriented with top-tier C2 level verbal and written communication skills. I'm an avid learner, tech-savvy, proactive, smart, self-starter that has worked with many of the current communications and business software used by virtual assistants and accountants. See below. PREVIOUS ROLES HELD: Staff Accountant, Accountant, Assistant Accountant, Manager, Office Manager, Accounts Receivables Officer, Accounts Payables Officer, Sales Auditor, Profit Analyst, Agent Accounts Auditor, Virtual Bookkeeper, Executive Virtual Assistant, Administrative Assistant. QUALIFICATIONS: National Association of Certified Bookeeepers (NACPB) Bookeeping Cetrtification Course Currently enrolled with intended completion in December 2026. Intuit Academy Professional Bookkeeping Certificate: Coursework Included: Bookeeping Basics, Assets in Accounting, Liabilities & Equity in Accounting and Financial Statement Analysis. Scored 91% overall average. Completed August 2023. ACCA Global (Association of Chartered Certified Accountants) Foundation Level courses: F1 (FAB) Accountant in Business, F2 (FMA) Management Accounting, F3 (FFA) Financial Accounting and F4 Business Law. Completed 2011 ACHIEVEMENTS: 1. US$200,000 plus receivables collected in less than 3 years of cumulative receivables management for local and US based businesses. 2. US$20,000 plus bad debt collections in less than 6 months cumulative collections management for US based businesses. 3. US$12,000 plus collected in unrealized income in less than 1 month 4. Executive support led to 600% increase in revenue for small business within 3 months of start date due to increased communication and timely responses to potential clients. 5. 20,000 plus transactions completed in QuickBooks Online and FreshBooks in less than 1000 cumulative hours for US based businesses. 6. 450 plus Bank Reconciliations completed since March 2023 (on a part-time basis only) 7. 1000 plus bank and credit card transactions uploaded manually to QuickBooks Online & FreshBooks. 8. Multiple years of clean ups and reconciliations of multiple bank and credit card accounts completed in less than 150 hours on average. 9. Cash flows increased as claim submissions were streamlined resulting in weekly receipts of cash to business instead of monthly submissions which previously resulted in cash flows every 6 weeks. 10. Expert management and internal reporting through the creation of easy to use templates and simple report formats that non-accountants can understand. SKILLS: -US GAAP Bookkeeping -Accurate Bank, Credit Card and Ledger Accounts Reconciliation -Expert Accounts Receivables Management & Collections -Critical Thinking -Detail Oriented -Productivity Focused -Proactive -Self-starting -Business Administration -Office Management -Payroll Processing - Highly Communicative -C1-C2 level Communication (EF SET Certification) -Team Player -Superb Organizational and Administrative Skills -Top Rated Freelancing BUSINESS & ACCOUNTING APPLICATIONS: -QuickBooks Online -QuickBooks Desktop (Pro, Premier, Accountant, Enterprise) -SurePayroll -ParaPay -Google Suite -Microsoft Suite -FreshBooks -Wave -Microsoft Solomon -Microsoft GP -TouchPoint/Aloha Enterprise -Slack -Asana -Hubspot -Mondaydotcom -ECP123 -Adobe Photoshop, Illustrator, InDesign -Canva TESTIMONIALS: "I didn’t realize how disorganized I was until Saran stepped in. She’s helped me untangle a pretty complex situation: a US corporation, personal expenses, a property management company in Mexico, and financials in both USD and pesos. It was a mess—and she brought clarity, structure, and peace of mind. What I thought would be a nightmare to sort out, she handled with precision and patience. Now I have a clean set of books, confidence in my numbers, and a much better understanding of how everything ties together. I can’t recommend her enough. " Michael B. (Current Upwork Client) "Saran has been working for me for the last 6 months on bookkeeping projects using Freshbooks for legal billing. She has a great understanding of the process and makes my life easier. She communicates effectively and timely. I sincerely and without hesitation recommend her as a bookkeeper for your project." ~ Ken S., Expert Medical Consultant (Current Upwork Client) "Saran has been working with us for over a year. Her attention to detail is impeccable, her communication skills are unmatched and she truly is a professional. She kept our clients very happy throughout her time with us, and will be looking forward to working with her in the near future. No complaints, she’s just a rockstar. She’s an asset to any company. " Yacine J., Virtual Staffing Consultant

Experienced Tax Preparer | Enrolled Agent I am an IRS Enrolled Agent with 4+ years of experience preparing and reviewing federal and state tax returns for individuals and small businesses. I specialize in complex filings including Schedule C, E, F, K-1s, partnerships (Form 1065), and S-corporations (Form 1120-S). I hold an active PTIN and e-file using professional tax software commonly used by CPA firms. Expertise: • Preparation and review of Forms 1040, 1065, 1120-S, and related schedules • Schedule C, E, and F income, rental real estate, and K-1 reporting • Multi-state filings and entity transitions • Tax planning support and year-end optimization What you can expect: • Clear communication and realistic timelines • Secure document handling and professional workflows • Accurate filings with attention to IRS compliance • Willingness to coordinate related returns (entity + individual)