I am a high-performing Bookkeeper, a CPA, QuickBooks Online ProAdvisor and a Xero Certified Expert. I have done several bookkeeping jobs, including consultation, cleanup, weekly and monthly maintenance for different companies in the US, UK, Canada, and Australia. I am a Certified Public Accountant with over 9+ years of relevant experience in my field. I have spent thousands of hours helping clients keep their records clean, save money, and maximize their profit. All my previous clients have said that I'm a fanatic for details and accuracy. I make sure that the output of my work contains little to no error. I am also a highly motivated and self-driven individual. A very result oriented and accurate bookkeeper. Ultimately, I will help you break free from unnecessary stress, give you the peace of mind you deserve, and free up your time so you could focus on more important things. As a bookkeeper, I am proficient in the following: * Routine Bookkeeping * Consultation * Cleanup * Maintenance * Financial Reporting (Balance Sheet, Income Statement, Cash-flows, etc) Qualifications * QuickBooks Online ProAdvisor * Xero Certified Expert * Bill.com Certified (Accounts Payable & Receivable Software) * Licensed CPA * Enrolled Agent Trainee Allow me to optimize your financial records by freeing you from unnecessary workload and stress so you can focus on more important KPIs. Let me manage your day to day accounting and bookkeeping needs.

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

The QuickBooks King** I help business owners turn their bookkeeping “expense” into an asset for their business. Quals: 1. IRS Enrolled Agent (EA) 2. QuickBooks ProAdvisor 3. Ex-Professional Engineer (Power) 4. Accounting for 4.5 years - 2 years in government, 2.5 years (and running) in small business tax and accounting. Why work with me? 1. I will transform your disorganized back-office into an engineered machine. 2. I’m a great fit for messy clean-ups and owners who need solid monthly financials and insights. 3. I make sure you’re asking your tax pro the right questions. 4. Versatile. Reliable. Strategic. About me: 1. I was a systems engineer in the transportation construction space for 7 years. 2. I was one of two lead consultants in managing over $1B in FEMA grant funding. 3. I’m a professional in the way I operate and communicate. I typically operate on a monthly fixed rate - minimum of $300 / month up through $2,500 / month for larger businesses. Feel free to reach out if you’d like to talk shop. **self-proclaimed

| EA | US Bookkeeper & Tax Accountant | EA | 10+ Years Experience Catch-Up & Clean-Up Specialist | QBO ProAdvisor | Xero Expert| Pricing varies by scope — details available on my profile| I am a Senior Bookkeeper & Accountant with 10+ years of experience, supporting US small businesses and CPA firms with accurate, tax-ready bookkeeping. I specialize in catch-up and clean-up accounting, ongoing bookkeeping, and month-end close, helping business owners gain clarity and helping CPA firms scale efficiently. My work focuses on clean books, reconciled balance sheets, and reliable financial reports, ensuring business owners have clarity and CPAs receive tax-ready numbers. I am available for ongoing bookkeeping, historical clean-up projects, and CPA-firm support, with flexible hourly or long-term engagement options. 🧾 For Small Businesses -Monthly bookkeeping & reconciliations -Income & expense categorization -AP / AR management -Monthly financial statements (P&L, Balance Sheet, Cash Flow) -QBO / Xero setup & cleanup I regularly coordinate with clients’ CPAs to ensure smooth year-end and tax filings. Note: Tax filing is handled by your CPA. I ensure your books are tax-ready. For CPA Firms -Catch-up & clean-up accounting -Month-end & year-end close support -Balance sheet cleanup -Workpaper & reconciliation support -Tax-season prep assistance (1040, 1065, 1120S support) Engagement & Rate Structure Ongoing Bookkeeping (Businesses):- $12 / hour Catch-Up & Clean-Up Accounting:- $18 / hour CPA Firm Support :- $18/ hour Month-End Close / Review Support:- $18 / hour QBO / Xero Setup & Health Check:- $18 – $25 / hour or fixed price

Quality Over Quantity – The Ledger+Plus Difference At Ledger+Plus Bookkeeping & Tax Service, we don’t believe in cookie-cutter solutions. We offer quality over quantity service — personalized, detail-driven financial management designed to help your business thrive. With over 35 years of experience in Accounting, Bookkeeping, Finance, Payroll, Internal Controls, Internal Auditing, Budgeting & Forecasting, Financial Analysis, Taxation, and CFO advisory, Joe R. Estrada, MSA, EA, CPB, CICA, CPS brings a level of expertise few firms can match. His career includes leadership roles with respected organizations such as Mobil Oil Corporation, Citibank, USAA, Bexar County, Davis Cedillo Mendoza Law Firm, and the U.S. Army Reserves. Business owners trust Joe for his ability to: Streamline processes & strengthen internal controls, reducing risk and saving time. Deliver accurate, GAAP-compliant records that give a true picture of financial health. Identify cost savings and efficiency gains that directly impact the bottom line. Ensure full compliance with local, state, and federal reporting and tax requirements. This means you gain more than just a bookkeeper — you gain a strategic financial partner who helps you make informed decisions, stay audit-ready, and focus on running your business with confidence. Joe’s qualifications speak for themselves: Associate of Arts in Business Administration – St. Philip’s College, San Antonio, TX Bachelor of Science in Accounting – Nova Southeastern University, Ft. Lauderdale, FL Master of Science in Accounting – Liberty University, Lynchburg, VA U.S. Army Veteran, Corps of Engineers and Finance Corps – bringing military discipline and a strategic mindset to every client relationship. As a federally licensed Enrolled Agent (EA) — the highest credential awarded by the IRS — Joe is authorized to represent taxpayers in all 50 states. Enrolled Agents are the only tax practitioners with unlimited rights of representation before the IRS, ensuring your business is protected and advised at the highest level of expertise and ethics. 📈 Whether you need accurate bookkeeping, proactive tax planning, or CFO-level guidance, Ledger+Plus delivers clarity, compliance, and confidence.

Hello there, I am an IRS Enrolled Agent (EA), QuickBooks ProAdvisor, XERO advisor, having 6+ years of experience in the field of Accounting & Taxation. I have done a Master's in Finance & Digital Banking. I run a Taxation firm, namely ANS Associates. I prepare and help with - ● Tax Forms 1040 & 1040NR. ● Tax forms: Partnerships (1065) and C Corps (1120) S Corps (1120S). Businesses having nexus in multiple states and requiring multi-state filings. Change in ownerships, sales and other situations. ● Entity selection, state selection and entity formation, EIN applications and BOI reporting. Form 8832 for entity election. ● Returns of foreign-owned single-member LLC (disregarded entity), multimember foreign-owned LLC or foreign-owned C Corp / Inc. Help with determining taxability of the income of single and multi-member LLCs. ● Preparation of Form 5472 for US Corporations and LLCs owned by foreign persons. ● Well versed with international part of the US tax code and income sourcing rules, foreign tax credits (1116) (1118), FEIE (2555), FATCA, FBAR (FINCEN) (114) reporting, etc. ● Last 3 years (or more if applicable) delinquent tax returns under Streamlined Foreign Offshore Procedures, along with 6 years of FBAR filings. ● Preparation of forms 8858, 8865 & 5471 for US persons owning foreign disregarded entities, partnerships or corporations. Filing of Form 926 for investments by US persons in foreign entities. ● Preparation and tax advisory for HNIs having interests in multiple real estates, stock options, ESOPs, stock plans, multiple K1S, gains, 1031 exchanges, Solo 401(k), SEP IRA, Roth, backdoor Roth, tax planning, advisory, etc. ● Filing of 1099s, 941, 940, and assistance in preparation of W-8BEN and W-8BEN-E. ● Proactive tax planning and advisory. I specialise in serving - ● Indian entrepreneurs who want to do business in the US or own US entities (LLC / INC). I provide end-to-end compliance for both jurisdictions. On the Indian side, I help with structuring and compliance under FEMA (ODI) overseas direct investments regulations. I also advise and deal with international tax issues, DTAA, transfer pricing, and disclosure of foreign assets in Indian tax returns. On the US side, I help with setting up the entity and provide end-to-end compliance, like federal and state tax filings, franchise tax filing, bookkeeping, sales and use tax compliance, payroll, etc. ● Foreign-owned LLCs (single or multimember) or C Corps. ● Online ecommerce companies, tech service providers, Saas companies, wholesalers, retailers, jewellery and precious stone dealers. ● Small businesses and HNIs. Bookkeeping : ● Preparation of Financial statements, passing on closing journals, preparing periodical profitability reports and analysis. ● AR, AP reconciliations, bank/card reconciliations, cross currency accounting, revenue recognition, cleanup, etc. ● Preparing insight reports and MIS for management using MS Excel, integration with various apps, etc. ● Experience in working with a multitude of accounting software, ERP systems and proprietary software. ● Bookkeeping for real estate, realtors, and investors. ● Bookkeeping clean-up and bookkeeping for tax preparation. I commenced my practice as an Indian Income Tax Professional with 6+ years of experience in dealing with small businesses and HNIs in the areas of - ● International Tax & Transfer Pricing ● Tax representation, Audit assistance & Appeals representation ● FEMA (Foreign Exchange Management Act) (India still has strict and archaic laws on INR convertibility), ● Audit and assurance services, GST compliances, and company law consulting

I am a CERTIFIED FINANCIAL PLANNER® and IRS Enrolled Agent. I help individuals, families, and business owners take control of their finances with proactive tax planning, strategic financial advice, and clear implementation. Most people overpay in taxes or miss valuable opportunities simply because no one is looking at the full picture. I combine tax strategy and financial planning to reduce tax liability, improve cash flow, and align income with long-term goals. For business owners, that might mean optimizing your S Corp salary, structuring a retirement plan, or preparing for a sale. For individuals, it could involve maximizing deductions, planning for a major life event, or building a long-term savings and investment strategy. Whether you're running a business or just trying to make smarter financial decisions, I act as your personal CFO, helping you simplify your finances and move forward with clarity and confidence.

I am a diligent, detailed-oriented person with a passion for tax law, analysis, and compliance. I've worked in the professional tax preparation industry for over 4 years and received my EA certification as of July 2024. I'm also a QuickBooks Online ProAdvisor. I love helping small business owners keep their books clean and save on taxes. As a small business owner myself, I'm convinced that identifying and using the right resources is the key to success for any venture. I like to consider the services I offer a valuable resource for other entrepreneurs as they grow their companies. I also work with CPA firms who need assistance handling client overflow during their busy season. My expertise helps them maximize profits without sacrificing quality of service.

I'm a corporate Controller CPA with experience in accounts payable, accounts receivable and work in process management for small and medium sized businesses. Whether you are trying to scale up your accounting processes, want to establish new ones, or need help processing and reviewing day to day transactions - I can help! *I have experience working with growing e-commerce businesses. *I'm experienced working with accounting systems from Quickbooks online to more robust ERP systems such as Odoo and Acumatica. *I have a robust experience managing and automating day to day accounting tasks, from data entry to financial analysis. *I'm a licensed CPA and Enrolled Agent with accounting experience in the construction, building services, environmental engineering, and other professional services industries. *I have a robust experience managing high volume accounts payable and accounts receivable transactions for multi-divisional companies. *I have experience preparing budgeting and forecasting for both cash and revenue.

I am an enrolled agent with experience in preparing and reviewing individual and business tax returns such as 1040,1120 ,1120 S and 1065. Represented multiple clients for audits and effectively resolved clients tax issues by communicating over phone with IRS and multiple states.