I help US, UK, Canada & Australian businesses maintain clean, accurate, and decision-ready financials. With practical experience in bookkeeping, accounting, reconciliations, payroll support, and financial reporting, I specialize in helping businesses stay organized, improve cash flow visibility, and make confident financial decisions. My expertise includes: ✔ QuickBooks Online & Desktop ✔ Buildium & AppFolio bookkeeping ✔ Bank & Credit Card Reconciliation ✔ Accounts Payable & Accounts Receivable ✔ Cleanup & Catch-up Bookkeeping ✔ Payroll Accounting ✔ Financial Reporting ✔ Month-End Closing ✔ Real Estate & Property Management Accounting ✔ Excel & Financial Analysis I understand that business owners don’t just need data entry — they need reliable numbers they can trust. Whether it’s fixing messy books, reconciling accounts, managing property accounting, or preparing accurate financial reports, I focus on delivering detail-oriented and dependable accounting support. If you are looking for someone proactive, organized, and experienced with international accounting workflows, feel free to connect.

I help businesses organize and improve operational workflows, reporting and internal systems by reducing manual work, centralizing operations and making operations easier to manage as the business grows. Common situations I help with: - too much repetitive manual work - reporting becoming difficult to track - disconnected spreadsheets/tools - follow-ups and reminders getting missed - workflows becoming messy - no centralized visibility across the workflow - operations becoming harder to manage as the business grows I work together with a developer, where I mainly handle workflow structure, operational logic and planning, while the developer focuses on the technical implementation side. Common systems/workflows we build: - dashboards & reporting systems for visibility and tracking - CRM, pipeline and lead tracking systems - onboarding, intake and approval workflows - reminders, follow-up and notification systems - quote/order/invoice workflows to reduce manual work - project and operations tracking systems - centralized “single source of truth” for reporting, tracking and operation - AI automations for summaries, categorization and content generation - PDF/document automation and Google Workspace automations Most systems are built using combinations of Google Sheets, Apps Script, Google Forms, Gmail, Docs, Drive, Looker Studio and Make/Zapier depending on the workflow. Over the past 6 years, we’ve helped businesses simplify and improve reporting, operational workflows and internal tracking systems across 250+ custom automation projects. We often work with businesses that already have systems/workflows in place, but they became difficult to manage, disconnected or no longer scalable as operations grew. Happy to review your current workflow and discuss the most practical setup for your operations system.

I am a private equity real estate professional with 11 years of experience working on institutional investment projects resulting in over €2.5 billion of closed deals. I provide premier real estate advisory, such as capital raising and capital deployment support, as well as investment management servicing. I have worked at renowned firms, such as Cerberus Capital Management (one of the 10 largest real estate fund managers in the world), Prologis (no. 1 logistics real estate investor in the world), and other world-class real estate investment firms. I started my career in Paris, analysing private debt real estate investments at ING Real Estate Finance, and co-managing an office and logistics portfolio comprised of 70+ assets scattered across France as part of the DTZ Investors team. I hold the Master of Science in Management degree from the Grande École programme at HEC Paris with an orientation in real estate, and am fluent in French, English, and Spanish, and intermediate in German.

I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for HNW individuals and discreet private clients. I'm also a senior coach for a well-known and well-respected trading education firm. Colleagues include ex-hedge fund traders, analysts, market makers, floor trading managers, CFOs, and CMTs. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Ongoing portfolio-level hedge management and premium selling (covered call sales) for HNW individuals ($1mm minimum, sliding fee scale) - End to end trade coaching (basics --> strategy --> execution --> tracking --> tweaking psychological troubleshooting) using options, stock, and/or futures. Am considered a SME in complex options positions and hedging techniques, especially with short volatility products. - Custom trading tools (Excel and Sheets only, no Python, APIs, etc.) - Data Analysis Additional ad hoc hedging and portfolio management questions/needs Feel free to reach out regarding private wealth management as well.

I am an experienced Accountant and Bookkeeper with over 8 years of hands-on experience in managing financial records, preparing financial statements, and providing tax advisory services. My expertise also includes being a QuickBooks Pro Advisor, ensuring that my clients have accurate and up-to-date financial data. Throughout my career, I have had the pleasure of working with a variety of businesses, including property management, E-Commerce, franchise restaurants, gyms, auto repair shops, and many more. This diverse experience has given me a deep understanding of the unique financial challenges that different industries face, and has allowed me to develop tailored solutions to meet their specific needs. My services include bookkeeping, payroll management, tax planning and preparation, financial analysis and reporting, and much more. I pride myself on being detail-oriented and committed to delivering timely and accurate results to my clients. If you are looking for a reliable and skilled accountant and bookkeeper, I am here to help. Please feel free to reach out to me with any questions or to discuss your specific needs. I look forward to working with you!

Expert in US tax Preparation, Planning & Efiling 🎯 1040, 1040NR, 1120, 1120S, 1065, 5472, 5471, 990EZ for new 501c3 , 1122, FBAR etc. I am a Certified Public Accountant (ACPA) and Chartered Certified Accountant(ACCA) with 10 years of corporate accounting/Bookkeeping and tax advisory experience. Using my expertise and skills I can help other business owners and managers to reach their strategic goals and get their financial records in order. I helped small and medium sized entities located at different geographical areas to setup their accounts using QuickBooks(Online & Desktop), XERO Accounting Software and other ERP solutions. My top skills includes the following: 1. Accounting in QuickBooks, XERO, Wave, ZohoBooks, MYOB, KashFlow, FreshBooks, Microsoft Dynamics AX 2012. 2. Accounting Standards Evaluation – GAAP & IFRS 3. Tax Advisory and submission of Tax Returns – US Tax Laws 4. Bank Reconciliations statements 5. Reconciliations, and Management Summary 6. Payroll Tax / HR- Form 941/ 944, W2 preparation. 7. Financial Modeling Forecasting Budgeting 8. Accounts Receivable / Accounts Payable Management I do everything in power to provide excellent services to my clients using the above applications on an ongoing basis.

I'm a U.S.-based Finance Controller with over 4 years of experience helping companies—especially in manufacturing—streamline their financial operations, improve forecasting accuracy, and make smarter business decisions. I specialize in turning complex financial data into clear, actionable insights that drive results. Whether you need help building a financial model, managing month-end close, or analyzing cost drivers and product profitability, I bring a deep understanding of corporate finance and operations and a strong command of tools like Excel, SAP, and Power BI. Key strengths include: Full-cycle financial management: budgeting, forecasting, standard costing, and month-end close Advanced financial modeling (DCF, LBO, 3-statement models) tailored for decision-making Cost control and variance analysis for manufacturing environments Product Profitability Analysis Dashboards and automation using Excel and Power BI Inventory analysis Capital planning KPI creation and tracking ERP systems expertise: SAP, Oracle, and more I’ve acted as the finance controller for multiple U.S. manufacturing sites, serving as the go-to partner for Plant Managers and executive teams. If you're looking for someone who can bring structure, clarity, and insight to your financial operations—let’s connect.

𝐈𝐧𝐭𝐮𝐢𝐭 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫 | 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 𝐞𝐱𝐩𝐞𝐫𝐭 | 𝐔𝐒 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 | 𝟏𝟓+ 𝐲𝐞𝐚𝐫𝐬 𝐄𝐱𝐩 | 𝐏𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 | 𝐑𝐞𝐭𝐚𝐢𝐥, 𝐄𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞, 𝐌𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠, 𝐒𝐚𝐚𝐒 | 𝐂𝐚𝐭𝐜𝐡𝐮𝐩 | 𝐂𝐥𝐞𝐚𝐧𝐮𝐩 | 𝐏&𝐋, 𝐁𝐒, 𝐂𝐅 🚀𝐈 𝐇𝐞𝐥𝐩 𝐒𝐦𝐚𝐥𝐥 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐒𝐭𝐚𝐲 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐥𝐲 𝐎𝐫𝐠𝐚𝐧𝐢𝐳𝐞𝐝, 𝐒𝐭𝐫𝐞𝐬𝐬-𝐅𝐫𝐞𝐞 & 𝟏𝟎𝟎% 𝐀𝐜𝐜𝐮𝐫𝐚𝐭𝐞 If your books are 𝐛𝐚𝐜𝐤𝐥𝐨𝐠𝐠𝐞𝐝, 𝐦𝐞𝐬𝐬𝐲, 𝐮𝐧𝐫𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐞𝐝, or not investor-ready, I step in and fix everything quickly and accurately — with clear reporting and zero stress for you. I bring 15+ years of real accounting & controller-level experience for US clients across Property Management (STR/MTR/LTR), Retail, Ecommerce, Manufacturing, SaaS, CPG & more. I don’t just “do bookkeeping.” I deliver 𝐜𝐥𝐞𝐚𝐧, 𝐜𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐭, 𝐚𝐮𝐝𝐢𝐭-𝐫𝐞𝐚𝐝𝐲 finance operations. 💼 𝐂𝐨𝐫𝐞 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐈 𝐏𝐫𝐨𝐯𝐢𝐝𝐞 (𝐌𝐨𝐬𝐭 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐇𝐢𝐫𝐞 𝐌𝐞 𝐅𝐨𝐫 𝐓𝐡𝐞𝐬𝐞) 1️⃣𝐂𝐥𝐞𝐚𝐧𝐮𝐩 & 𝐂𝐚𝐭𝐜𝐡-𝐔𝐩 (𝐌𝐲 𝐌𝐨𝐬𝐭 𝐑𝐞𝐪𝐮𝐞𝐬𝐭𝐞𝐝 𝐒𝐞𝐫𝐯𝐢𝐜𝐞) ✔ Fix multiple months/years of messy books ✔ Reconcile bank/credit cards ✔ Correct miscategorized entries ✔ Repair balance sheet issues ✔ Clean Amazon, Shopify, Stripe, PayPal, Loan accounts ✔ Rebuild the Chart of Accounts (if required) 2️⃣ 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 (𝐀𝐜𝐜𝐫𝐮𝐚𝐥 𝐨𝐫 𝐂𝐚𝐬𝐡) ✔ Categorization & journal entries ✔ Bank/credit card reconciliations ✔ AP/AR review ✔ Payroll posting ✔ Monthly P&L, Balance Sheet, Cash Flow ✔ CEO dashboards, KPIs, and insights 3️⃣𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 / 𝐗𝐞𝐫𝐨 / 𝐙𝐨𝐡𝐨 𝐒𝐞𝐭𝐮𝐩 ✔ COA setup ✔ Bank feeds ✔ Vendors + Customers ✔ Sales tax + payroll + templates ✔ User roles ✔ Training for founders/teams 4️⃣ 𝐀𝐑 / 𝐀𝐏 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 AR: Invoicing, payment posting, reminders, AR aging cleanup AP: Vendor bills, 3-way match, payments, vendor reconciliation, AP aging review 5️⃣ 𝐔𝐒 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 & 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 ✔ Payroll run ✔ Payroll adjustments ✔ Payroll journal upload ✔ Filings: 941, 940, W-2, 1099 🎯 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞 ✔ Intuit Certified Bookkeeper (QBO ProAdvisor) + MBA-Finance ✔ 15+ years of hands-on US bookkeeping & accounting ✔ Controller-level accuracy & financial discipline ✔ Fast turnaround + deadline-driven ✔ Excellent communication & 100% transparency ✔ Industry-specific expertise (Ecom, STR/MTR, Retail, Manufacturing, SaaS) I ensure your books are accurate, compliant, and ready for decisions — not just reconciled. 💡 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 QuickBooks Online | QuickBooks Desktop | Zoho Books | Xero | SAP S4 HANA | Netsuite | Tally Prime | Wave | Avalara | Stripe | Amazon | Shopify | PayPal 📌 𝐁𝐞𝐬𝐭 𝐅𝐢𝐭 𝐅𝐨𝐫 🔹 Startups needing clean books 🔹 Businesses behind 3–36 months 🔹 Property managers needing rent/expense tracking 🔹 Ecommerce brands needing accurate COGS & payouts 🔹 CEOs wanting monthly insights, not just reports 🔹 Companies needing consolidation (multi-entity, multi-currency) 📞 𝐋𝐞𝐭’𝐬 𝐖𝐨𝐫𝐤 𝐓𝐨𝐠𝐞𝐭𝐡𝐞𝐫 I deliver accurate, organized, stress-free financials — so you can focus on growing your business. Send me a message. I will respond quickly. 𝐈𝐫𝐟𝐚𝐧

◾ Are you in search of complete accounting and bookkeeping solutions? Do you want to keep up with your business financials and insights? 𝗛𝗲𝗹𝗹𝗼 𝘁𝗵𝗲𝗿𝗲! I am a seasoned accountant and bookkeeper, holding a Master's in Accounting and Finance. I am a QuickBooks Online ProAdvisor, Xero Certified, Buildum & Appfolio Certified Professional with over 12 years of experience. During my career, I significantly improved operational efficiency for real estate brokers and managers, overseeing bookkeeping in Buildium and Appfolio and managing 15,000+ doors/units. I've partnered with individuals, millionaires, corporations, real estate firms, and startups, providing comprehensive assistance, including: ◾ Software setup for small businesses and startups ◾ Migration of data from one software to another ◾ Chart of accounts development and optimization ◾ Property management software setups like Buildium and Appfolio ◾ Maintain and manage all accounting transactions and journal entries ◾ Audit and Forensic Accounting specialists ◾ Bank Reconciliations, Trust Reconciliations, and cleanups ◾ Credit Card and Payment Processor reconciliations. ◾ Invoicing processing and accounts receivable management ◾ Billing and accounts payable management ◾ Payroll Accounting ◾ Tax Preparation & Filing, (1040, 1040ES, 1120, 1120S, 1098s, 1099s) ◾ Sales Taxes and VAT ◾ Compliance, US GAAP, and IFRS Compliance If you hire me, you will get quick replies, clear communication, and timely delivery of most tasks within 24-48 hours. If this looks like what you need, contact me now. 𝗕𝗲𝘀𝘁 𝗥𝗲𝗴𝗮𝗿𝗱𝘀, 𝗛𝗮𝗿𝗿𝗶𝘀 𝗔𝘇𝗲𝗲𝗺 𝗣𝗦: 𝗘𝘃𝗲𝗻 𝗶𝗳 𝘆𝗼𝘂 𝗰𝗵𝗼𝗼𝘀𝗲 𝘀𝗼𝗺𝗲𝗼𝗻𝗲 𝗲𝗹𝘀𝗲, 𝗽𝗹𝗲𝗮𝘀𝗲 𝗯𝗼𝗼𝗸𝗺𝗮𝗿𝗸 𝗺𝘆 𝗽𝗿𝗼𝗳𝗶𝗹𝗲 𝗳𝗼𝗿 𝗳𝘂𝘁𝘂𝗿𝗲 𝗿𝗲𝗳𝗲𝗿𝗲𝗻𝗰𝗲. 𝗜 𝗮𝗺 𝗮𝗹𝘄𝗮𝘆𝘀 𝗿𝗲𝗮𝗱𝘆 𝘁𝗼 𝗮𝘀𝘀𝗶𝘀𝘁 𝘆𝗼𝘂! 𝗙𝗿𝗲𝗾𝘂𝗲𝗻𝘁𝗹𝘆 𝗔𝘀𝗸𝗲𝗱 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀: ◾ 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗮𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲𝗱 𝘄𝗶𝘁𝗵 𝗮𝗻 𝗮𝗴𝗲𝗻𝗰𝘆? Ans. No, I work as an individual. ◾ 𝗪𝗵𝗮𝘁 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗰𝗵𝗮𝗻𝗻𝗲𝗹𝘀 𝗱𝗼 𝘆𝗼𝘂 𝘂𝘀𝗲 𝗼𝗿 𝗽𝗿𝗲𝗳𝗲𝗿? Ans. Mostly, I use Upwork messages, however, I have used MS Teams & Slack in the past. ◾ 𝗛𝗼𝘄 𝗱𝗼 𝘆𝗼𝘂 𝗺𝗮𝗻𝗮𝗴𝗲 𝘁𝗵𝗲 𝘄𝗼𝗿𝗸𝗹𝗼𝗮𝗱 𝘄𝗶𝘁𝗵 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗰𝗹𝗶𝗲𝗻𝘁𝘀? Ans. I'm pleased to share that I've integrated ClickUp as a project management tool for my clients. I've customized both generic and client-specific bookkeeping workflows within Clickup, ensuring optimal bookkeeping practices. All current clients have seamlessly transitioned to this system and express satisfaction with its implementation. ◾ 𝗪𝗵𝗶𝗰𝗵 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗱𝗼 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘄𝗶𝘁𝗵? Ans. I work with QuickBooks Online, QuickBooks Desktop (Pro, Enterprise, Premier), Xero, Zoho Books, WaveApps, Buildium, Appfolio, QuickBooks Self-Employed, QuickBooks Online Payroll, QuickBooks POS, Intuit ProConnect, Turbotax, Lacerte, MYOB, Odoo ERP, and Netsuite. ◾ 𝗪𝗵𝗮𝘁 𝗺𝗲𝗮𝘀𝘂𝗿𝗲𝘀 𝗱𝗼 𝘆𝗼𝘂 𝘁𝗮𝗸𝗲 𝘁𝗼 𝘀𝗮𝗳𝗲𝗴𝘂𝗮𝗿𝗱 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁𝗶𝗮𝗹 𝗱𝗮𝘁𝗮? 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗰𝗼𝗺𝗳𝗼𝗿𝘁𝗮𝗯𝗹𝗲 𝘀𝗶𝗴𝗻𝗶𝗻𝗴 𝗮𝗻 𝗡𝗗𝗔? Ans. Certainly, I willingly sign NDAs. Recognizing the significance of trust in entrusting someone with private financial information, I prioritize my clients' privacy. Rest assured, I uphold strict confidentiality and refrain from sharing your information with any third party. If this looks like what you need, contact me now. 𝗕𝗲𝘀𝘁 𝗥𝗲𝗴𝗮𝗿𝗱𝘀, 𝗛𝗮𝗿𝗿𝗶𝘀 𝗔𝘇𝗲𝗲𝗺

I help asset-heavy businesses improve operational performance through analytics, automation, and reporting systems. Over the last 12+ years, I have managed logistics operations, warehouses, procurement, property portfolios, and vehicle fleets across Mexico, the United States, and Latin America. During the last 4+ years, I have combined that operational experience with Data Analytics, Machine Learning, Python, R, APIs, and AI to build systems that improve visibility, reduce manual work, and support better business decisions. Most consultants understand operations or analytics. I have worked on both sides. I have managed operations myself, and I have built the dashboards, automations, and reporting systems that help companies measure and improve them. 📊 OPERATIONS ANALYTICS & EXECUTIVE DASHBOARDS I design dashboards and reporting systems that give management real-time visibility into operational and financial performance. Examples include: - KPI dashboards - Executive reporting - Cost and profitability analysis - Operational performance monitoring - Revenue and expense tracking - Capacity and utilization analysis - Inventory and warehouse reporting - Fleet and maintenance reporting - Forecasting and trend analysis Tools: Python • R • Streamlit • R Shiny • Power BI • Excel ⚙️ AUTOMATION & SYSTEM INTEGRATION I automate repetitive business processes and connect systems through APIs to eliminate manual work and improve data quality. Projects include: - QuickBooks API integrations - Salesforce Analytics - Airtable dashboards - Google Workspace automation - Gmail API workflows - Buildium automation - ETL pipelines - Automated executive reporting - AI-assisted business workflows using Claude and ChatGPT 🏭 OPERATIONS EXPERIENCE Unlike many data professionals, I understand how operations work because I have managed them. My background includes: - Logistics & Distribution - Warehousing - Procurement - Fleet Management (500+ vehicles) - Property Management (1,400+ apartment units - "He has my highest recommendation" - CEO, EIG Property Management) - Maintenance Operations - Vendor Management - Financial Operations This operational experience allows me to build solutions that solve real business problems instead of producing reports that nobody uses. 📈 DATA SCIENCE & FORECASTING I use statistical models and machine learning to support operational and financial decision-making. Experience includes: - Time-series forecasting - Demand forecasting - Predictive analytics - Machine Learning - Statistical modeling - Data cleaning and transformation - KPI development 🎯 RECENT PROJECTS - QuickBooks API integration extracting and analyzing 15+ years of financial data. - Executive dashboard for a $3.3B affordable housing portfolio. - Salesforce analytics dashboard serving 50+ business users. - Revenue and payroll profitability dashboard for a healthcare provider. - Automated property management workflows using Buildium and Gmail APIs. - Financial dashboards and forecasting applications in Python and R. 🎓 EDUCATION & CERTIFICATIONS B.Sc. Electronic Systems Engineering Bilingual: native Spanish, advanced English Certifications include: - Stanford University: Machine Learning - IBM: Data Science Professional Certificate - Johns Hopkins University: Statistics & Machine Learning - Imperial College London: Statistical Analysis with R - Google: Data Analytics Professional Certificate If your business depends on physical assets, inventory, fleets, facilities, or property portfolios, I can help you improve operational visibility, automate reporting, and build systems that support better decisions.