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Todd B.
$85/hr
100% Job Success
$10K+ earned
Available now
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I build operational intelligence systems for healthcare practices, field service companies, and growth-stage businesses that are running their operations on spreadsheets they've already outgrown. My clients typically come to me after their reporting tells them what happened but never why — and after they've realized that fixing that gap requires someone who understands both the data and the business it's describing. Recent engagements: Healthcare Practice Intelligence Platform — Multi-provider OB/GYN practice. AI-powered analytics dashboard replacing manual monthly reporting. Live Claude API integration generates severity-rated, dollar-quantified operational findings in real time. Surfaced $187K in annualized revenue opportunity from a single provider's case mix pattern that standard EHR reporting had never flagged. Live demo: northview-dashboard.replit.app Field Service Performance System — HVAC company running on ServiceTitan data. No-VBA technician scorecard tracking revenue per tech, callback rates, productivity metrics, and profit estimates. Automated Insights tab surfaces top performers and quantifies losses against configurable targets. Full walkthrough: youtu.be/EQRst78ZFzs Construction Budget & Payment Intelligence — Custom home builder. Preliminary budget and payment schedule tool consolidating project cost categories, automating milestone calculations, and giving ownership a clean financial picture at every stage of a build. Full walkthrough: youtu.be/eM7jdOOnAbo Bid Estimator Enhancement — Commercial interiors firm (undisclosed). AI-augmented estimating platform currently in Phase 1 delivery. $8,100 engagement scoped across three phases. Who I work best with: Healthcare operators, PE-backed practice groups, and field service companies where reporting quality directly affects clinical, operational, and acquisition decisions. Founders and operators who know their data is telling a story they can't quite read yet. Finance and operations leaders who need someone who understands the domain behind the numbers — not just the formulas. What makes my work different: I spent 16 years as a certified anesthesia technician in hospital operating rooms before transitioning to analytics. I understand how clinical decisions create data, how that data drives billing, and where the gaps between the two hide the most expensive problems. That context doesn't come from a spreadsheet. My stack: Excel, Google Sheets, Python, VBA, Apps Script, SQL, PowerBI — and AI-augmented analytical pipelines using Claude, ChatGPT, and Gemini that generate real operational findings on real data, not template commentary. How engagements work: Diagnostic Assessment (1-2 weeks, $1,500-$2,500) — I map your current reporting stack, identify the top friction points, and deliver a prioritized remediation plan with dollar-quantified opportunity estimates. Most clients use this as the on-ramp to a larger build. Focused Build (2-4 weeks, $3,500-$8,500) — I rebuild a specific reporting surface end-to-end. Practice intelligence dashboard, operational KPI system, field service performance tracker, financial model. Intelligence Platform (4-8 weeks, $8,500-$20,000) — Full rebuild of a reporting workflow with AI analyst integration, handoff documentation, and user training. For smaller or exploratory work, hourly engagements are available at $85/hr. Currently: Independent consultant working with two to three clients at a time across healthcare analytics, field service operations, and growth-stage business intelligence. If your team is spending days on reports that should take hours — or your operational data is telling you what happened without explaining why — that's the problem I solve.
Todd B. has worked .
$15/hr
95% Job Success
$4K+ earned
Available now
Offers consultations
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I design Google Sheets & Excel templates that sell I'm a spreadsheet template designer for digital product sellers. If you sell (or want to sell) Google Sheets templates on Etsy, Gumroad, or your own store — planners, budget trackers, habit trackers, business tools — I build the product for you, ready to list. 🎨 What I create for digital product sellers: Etsy-ready Google Sheets templates: digital planners, finance trackers, habit & goal trackers, small business tools Aesthetic, modern designs — soft palettes, clean layouts, premium minimal feel that buyers screenshot and share Locked/protected structures so your buyers can't break the formulas Redesigns & rebrands of your existing templates (new palette, layout, charts) Full template suites — matching product lines for your entire shop Also available for business work: KPI dashboards, financial models, automated reporting, and data cleanup in Excel & Google Sheets — with advanced formulas (ARRAYFORMULA, FILTER, XLOOKUP) and Apps Script automation. Send me your idea, a reference template, or even just a screenshot of what you like — I'll come back with a clear plan and timeline.
Zubair B. has worked .
Christopher C.
$75/hr
100% Job Success
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I build data tools to make business processes accurate, repeatable, and quick. Services include: - Process Automation - Report Generation - Data classification with Machine Learning - Data Analysis and Pattern Recognition - Programming (vba, M-code, Python, etc) - Process Improvement - Technical Writing and Process Documentation - Presentation Design Upwork "Expert Vetted Talent" committed to making client's work more efficient and effective. I draw on my experience as a business owner, consultant, IT program manager, and veteran. BUSINESS PROCESS AUTOMATION: I have experience with Excel (vba, pivot tables, Power Query, and dashboards), Power BI, Access, Python, and other tools. I have built tools to clean data, create custom reports, mail merge, transform data for another application, and analyze audio signals. PROCESS IMPROVEMENT: I help business owners and organizations improve processes for a given environment. Process improvement involves defining the objective output, analyzing the inputs, identifying challenges within the environment, and reviewing existing processes. GENERAL TECHNICAL DOCUMENTATION AND PRESENTATION DESIGN: I build technical documents, presentations, business forms, training manuals, and reports. I support software companies, engineers, attorneys, property managers, marketing firms, non-profits, and other organizations. PROCESS: - Help the customer define the problem to solve - Provide effective and cost-efficient options - Build tool or version of the tool - Listen to feedback and integrate feedback into further versions APPLICATIONS: - MS Excel (VBA, Power Pivot, Pivot Tables, Dashboards) - MS PowerPoint and Google Slides - MS Word and Google Docs - MS Access - Python - Adobe Acrobat DC - Graphics tools
Christopher C. has worked .
Ayesha B.
$4.99/hr
100% Job Success
Available now
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𝐃𝐚𝐭𝐚 𝐄𝐧𝐭𝐫𝐲, 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞 𝐃𝐚𝐭𝐚 𝐄𝐧𝐭𝐫𝐲, 𝐄𝐱𝐜𝐞𝐥 𝐃𝐚𝐭𝐚 𝐄𝐧𝐭𝐫𝐲, 𝐖𝐞𝐛 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡, 𝐃𝐚𝐭𝐚 𝐒𝐜𝐫𝐚𝐩𝐢𝐧𝐠, 𝐂𝐑𝐌 𝐃𝐚𝐭𝐚 𝐄𝐧𝐭𝐫𝐲 I'm Ayesha, a Data Entry Specialist with over 7 years of experience. I help individuals and businesses to grow through Data Entry, Web Research, Email Research, and Data Scraping. I’m quick to learn and dedicated to delivering accurate and timely results. I help businesses organize accurate data, clean messy spreadsheets, update CRM records, manage product information, convert documents into editable formats, and keep data well-structured and easy to use. I can help you with Excel data entry, Google Sheets data entry, CRM data entry, data cleaning, data formatting, copy-paste work, online data entry, PDF to Excel/Word conversion, product listing, WordPress/WooCommerce data entry, real estate data entry, public record data entry, document upload, and file management. I have experience with tools and platforms including Microsoft Excel, Google Sheets, HubSpot CRM, Salesforce CRM, Pipedrive, Airtable, Freshsales, WordPress, WooCommerce, Google Drive, and Microsoft Outlook. My main focus is accuracy, clean formatting, fast communication, and high-quality work. I always review the data before delivery and make sure the final file is organized, error-free, and ready to use. My 𝐒𝐄𝐑𝐕𝐈𝐂𝐄𝐒 that I offer: ☆ Data Entry ☆ Virtual Assistant ☆ Excel Data Entry ☆ CRM Data Entry ☆ Property Listing ☆ Real Estate Data Entry ☆ Real Estate Property Owner Research ☆ Skip Tracing ☆ Copy-Paste Work ☆ Online Data Entry ☆ Product Listing ☆ eCommerce Data Entry ☆ WordPress Data Entry ☆ Bank Statement to Excel ☆ Business Card Data Entry ☆ PDF to Excel/Word ☆ Public Record Search ☆ LinkedIn Data Entry ☆ Data Mining ☆ Data Cleaning ☆ Data Extraction & Collection ☆ Web Research ☆ Prospect List ☆ Email List ☆ Lead Generation ☆ B2B Lead Generation ☆ Email List Building ☆ Contact Finding ☆ Phone Number Finding ☆ Data Scraping Please 𝐌𝐄𝐒𝐒𝐀𝐆𝐄/𝐈𝐍𝐕𝐈𝐓𝐄 me to discuss your project. Let's work together to transform your ideas into reality. Stay Blessed! Ayesha
Ayesha B. has worked .
Jacob T.
$60/hr
100% Job Success
$10K+ earned
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I help businesses turn Excel into a powerful tool for reporting, analysis, automation, and decision-making. With extensive experience building spreadsheets, dashboards, reports, and training programs, I specialize in creating solutions that save time, improve accuracy, and provide meaningful insights from data. Whether you need a complex workbook built from scratch, an existing spreadsheet optimized, or a team trained on Excel best practices, I deliver professional, user-friendly solutions designed to meet your business needs. Services I Offer ✔ Advanced Excel Formulas and Functions ✔ Dashboard and KPI Development ✔ Data Analysis and Reporting ✔ Pivot Tables and Pivot Charts ✔ Data Cleaning and Validation ✔ Excel Automation ✔ Financial and Operational Reporting ✔ Spreadsheet Design and Optimization ✔ Power Query ✔ Custom Excel Templates ✔ Training Materials and User Guides ✔ One-on-One Excel Coaching and Team Training Why Clients Choose Me • 100% Job Success Rate on Upwork • Clear communication and reliable delivery • Detail-oriented and accuracy-focused • Business-minded approach to problem solving • Ability to explain complex Excel concepts in simple terms • Solutions designed to be easy to maintain and scale I have helped clients streamline reporting processes, automate repetitive tasks, improve data quality, and create dashboards that provide real-time visibility into business performance. My goal is to build Excel solutions that not only work but also make your job easier. Whether you need a quick spreadsheet fix, a fully automated reporting system, an executive dashboard, or Excel training for your team, I'm ready to help. Let's discuss your project and create an Excel solution that saves you time and delivers results.
Jacob T. has worked .
$15/hr
100% Job Success
$10K+ earned
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Are your books messy, neglected, backlogged, and unreconciled? Let’s Fix that. As a QuickBooks-certified ProAdvisor and professional bookkeeper, I help entrepreneurs keep their books clean and organized, stay compliant, and make informed, timely decisions for their business. With a bachelor’s degree in accounting and years of hands-on bookkeeping experience, I helped small businesses, startups, and growing firms take control of their finances – bringing accuracy and efficiency to every financial management engagement with full compliance. My specialized experience covers QuickBooks Online bookkeeping, monthly reconciliation, catch-up, cleanup, and full-cycle accounting support work — transforming disorganized records into organized, clean, audit-ready financial statements. 💼**Here is what I have to offer:** **Full-Charge / Daily Bookkeeping** ✅ Handles day-to-day bookkeeping accurately with consistent bookkeeping standards ✅ Timely updating of all the financial transactions in QuickBooks ✅ Set up and organize the chart of accounts as per industry standard ✅ Accurate ledger management across QuickBooks Online ✅ Deliver top-tier bookkeeping with clean data, categorization, and year-end reporting. **Bank & Credit Card Reconciliation** ✅ Perform bank reconciliation and credit card reconciliation across multiple accounts with financial integrity ✅ Discrepancy resolution through transaction matching and statement accuracy verification ✅ Handle PayPal reconciliation, currency reconciliation, and payment reconciliation via QuickBooks Online ✅ Deliver month-end, year-end, clean reconciliation reports for audit-ready books **Accounts Payable & Receivable** ✅ Manage full AP/AR cycle, including vendor payments, customer invoicing, and payment processing ✅ Track outstanding invoices, overdue payments, and due dates through rigorous invoice tracking ✅ Generate accounts receivable and accounts payable aging reports for clear cash flow management ✅ Handle vendor management, customer management, billing, and collections with strict payment terms **Payroll Processing & Compliance** ✅ Process employee payroll, including wages, salaries, deductions, and direct deposit, accurately ✅ Run bi-weekly payroll, semi-monthly payroll, and monthly payroll across QuickBooks Payroll ✅ Maintain payroll records, pay stubs, garnishments, benefits deductions, and labor compliance with precision **Catch-Up & Cleanup Bookkeeping** ✅ Restore disorganized and messy books through a complete bookkeeping overhaul and financial data organization ✅ Handle backlog bookkeeping, back-dated entries, and past financial data to bring books to life ✅ Manage current system migration, bookkeeping restoration, and system cleanup for fully restoring records **Financial Reporting & Statements** ✅ Deliver audit and tax-ready financials, including profit and loss, balance sheet, and cash flow statement ✅ Prepare month-end, year-end, and period-end closing with full accuracy ✅ Generate budget vs actuals, variance analysis, and KPI reporting to support decision making ✅ Provide monthly, quarterly, and annual reports through detailed financial packages ✅ Produce comparative reports, expense analysis, and revenue reporting for clear financial performance insights **Accounting Software & Platforms** ✅ QuickBooks Online ✅ QuickBooks Desktop ✅ XERO ✅ Microsoft Excel (Advanced Reporting & Analysis) ✅ Google Sheets **Why Clients Choose Me:** ✅ Proven experience in complex bookkeeping ✅ Top-rated on Upwork with 100% job success ✅ Certified QuickBooks Pro Advisor ✅ Deep Cleanup and reconciliation skills ✅ Fast turnaround with good communication skills ✅ Dependable long-term bookkeeping partner you can count on every month 🚀**Let's Connect** I am always available on Zoom calls and Skype as I work with clients all around the globe. My major clients come from the USA and the UK. Although I am from Pakistan, I haven’t faced any issues communicating with them, and different time zones haven't posed any hurdles.
Waqas A. has worked .
Abdullah A.
$20/hr
100% Job Success
$5K+ earned
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I build Excel, Google Sheets, VBA, Apps Script, and Power Apps automations that replace manual weekly work. Most clients come to me with the same thing: a process someone runs by hand, or a tool that broke and nobody can fix. What that looks like in practice: Spreadsheet engineering. Excel and Google Sheets that do real work, not just hold numbers. A 24-month cash flow forecast for two energy trading firms that refreshes from a single Exact Online export. A Google Sheets simulation engine driven entirely by Apps Script. VBA macros refactored to run on Mac and Windows without a separate codebase. Pivot tables and dashboards that don't break when the source data moves. Business apps and workflow automation. Power Apps and Power Automate built around how a team actually works, like a travel reimbursement app with per-trip line items and manager-to-finance approval routing on SharePoint. n8n workflows that handle reporting and reminders on their own. Apps Script and Python where a small script is the right answer instead of another subscription. AI and MCP integration. I put AI inside real workflows, not demos. A local product-recommendation system on n8n, Ollama, and Qdrant. A Figma MCP plugin that watches a folder and imports files into the canvas automatically. Custom pipelines that route data through LLM APIs and act on the result. How I work: I find the actual cause before I touch anything, so the fix holds instead of pushing the problem somewhere else. If the real issue is something in your existing setup, I tell you that on day one. I ship a working version fast and iterate from there. If you have a process that should run itself, or something that broke and needs someone who'll find out why, send it over.
Abdullah A. has worked .
Ahmad W.
$5/hr
100% Job Success
Available now
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Top-Rated Data Entry Specialist | Real Estate, CRM & Excel | Web Research & Lead Lists Hello, I'm Ahmad Waseem. I help businesses turn messy, scattered information into clean, accurate, ready-to-use Data Entry spreadsheets, CRMs, and databases you can actually trust. With 5 years of experience, a 100% Job Success score, and 8,000+ hours on Upwork, I deliver Data Entry work that's done right the first time. My core focus is Data Entry across Real Estate, CRM systems, and Excel/Google Sheets plus Web Research, Lead List building, and ChatGPT-assisted data work to back it up. Data Entry & Document Handling Website, PDF & image to Excel / Google Sheets entry and formatting CRM data entry & migration (Airtable, Notion, Monday, GoHighLevel, Pipedrive) Data cleaning, organizing, matching, and accuracy verification Copy/paste, data mining, extraction, and collection Invoice, report & document data entry Real Estate Data Entry & Research Property & owner research (PropStream, GIS, WealthEngine) Off-market property data collection and list cleanup Real estate CRM updates and listing entry Web Research & Lead Lists Contact/mailing list building and cleanup LinkedIn lead generation & prospecting Company validation, CEO/founder data collection B2B database enrichment (insurance, SaaS, veterinary, and more) eCommerce Product Data Entry Shopify & WooCommerce listing, CSV prep, and bulk upload Product entry (images, SKU, pricing, variations) with 100% accuracy Operations & Admin Support (Virtual Assistant) Invoicing & accounting data entry CRM updates, lead tagging, email handling Payroll & timesheet entry (QuickBooks, Elation, LCP Tracker) Fast weekend / urgent turnaround projects Tools for finding & verifying emails/phone numbers: Apollo, Lusha, ContactOut, RocketReach, Snov io, ZeroBounce, NeverBounce, MillionVerifier, Clearout, Seek Out, Saleshandy You can count on me for: On-time delivery 100% accuracy Fast, clear communication Confidentiality and data security I reply quickly, work carefully, and treat your project's success like my own. Let's connect and build something that drives real results. Warm regards, Ahmad Waseem
Ahmad W. has worked .
Jodi S.
$35.5/hr
100% Job Success
$100K+ earned
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My skills include designing , improving, or analyzing Excel workbooks. I have several years experience with a Fortune 500 corporation in engineering and analysis. Currently, I am seeking opportunities to utilize my skills in a home office environment. My Excel skills include, logic, data validation and limitation, use of formulas and pivot charts/tables, with limited VBA and macro skills. I enjoy working the entire MSOffice Suite.
Jodi S. has worked .
Muhammad I.
$15/hr
100% Job Success
Available now
Offers consultations
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Messy books, unreconciled accounts, and unclear financial reports cost businesses time and money every month. I fix QuickBooks cleanup, Xero reconciliation, cash flow models, and Excel / Google Sheets automation for small businesses, ecommerce sellers, startups, and service-based companies. I help businesses clean up messy QuickBooks and Xero books, reconcile bank and credit card accounts, fix bookkeeping errors, and prepare accurate financial reports. If your QuickBooks Online or Xero account is behind, unreconciled, or difficult to trust, I can organize your records, clean up transactions, prepare accountant-ready reports, and build Excel or Google Sheets financial models for cash flow and planning. I am a Top Rated Upwork freelancer with 100% Job Success and 7+ years of experience in bookkeeping, accounting, financial analysis, financial modeling, Excel automation, Google Sheets reporting, and financial operations. My core services include: ✔ QuickBooks Online cleanup, bookkeeping, and reconciliation ✔ Xero cleanup, catch-up bookkeeping, and financial reporting ✔ Bookkeeping cleanup for messy or outdated books ✔ Catch-up bookkeeping for months or years of missing records ✔ Bank reconciliation and credit card reconciliation ✔ Stripe, PayPal, Shopify, Amazon, and ecommerce reconciliation ✔ Accounts payable and accounts receivable review ✔ Profit and Loss, Balance Sheet, and Cash Flow Statement preparation ✔ Monthly financial reporting and management reports ✔ Cash flow forecast models and 13-week rolling cash flow forecasts ✔ Financial modeling in Excel and Google Sheets ✔ P&L forecast, budgeting, forecasting, and financial projections ✔ Excel dashboards, formulas, templates, and reporting models ✔ Google Sheets automation, dashboards, trackers, and business reports ✔ Power Query, Power BI, KPI dashboards, and financial analysis Tools I work with: QuickBooks Online, Xero, Excel, Google Sheets, Power Query, Power BI, DAX, Looker Studio, Shopify, Amazon, Stripe, PayPal, A2X, Zoho Books, and Google Apps Script. Real results I have delivered: ✔ Cut month-end close from 10 days to 3 days through structured reporting automation ✔ Maintained 99% reconciliation accuracy across 200+ accounts ✔ Reduced outstanding receivables by 40% through clean AR tracking ✔ Saved 60% manual reporting effort through Excel and Google Sheets automation ✔ Built cash flow forecast models used for lender presentations and investor reporting ✔ Created financial dashboards and reporting systems that are easier to update and use Best fit projects for me: • Your QuickBooks books are messy or behind. • Your Xero account needs cleanup or reconciliation. • Your bank and credit card accounts are not reconciled. • Your financial reports are unclear or unreliable. • You need a cash flow forecast model. • You need an Excel or Google Sheets financial model. • You need monthly financial reporting. • You need a dashboard to track KPIs, revenue, expenses, profit, or cash flow. • You need ecommerce bookkeeping for Shopify, Amazon, Stripe, or PayPal If you need someone who understands both accounting and financial systems, I can help you clean your books, reconcile your accounts, build financial models, automate reports, and give you clear numbers you can trust. Send me a message with your situation, and I will tell you the clearest way to clean, model, automate, or report your numbers.
Muhammad I. has worked .