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$11/hr
100%
Job Success
$4K+ earned
Offers consultations
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My expertise includes setting up and maintaining comprehensive financial systems, ensuring accurate data processing, and generating monthly financial statements. I have a proven track record in managing accounts payable and receivable, bank reconciliations, and preparing detailed financial reports.
My proficiency with QuickBooks Online, Xero, and WaveApp, along with my certification as a QuickBooks ProAdvisor and Xero Advisor, ensures that I can effectively manage your financial tasks.
I am committed to delivering quality service with integrity and accuracy, ensuring your financial records are meticulously maintained. I look forward to the opportunity to contribute to your financial organization.
My skillset is briefly given below:
Accounting & Bookkeeping:
✅ Cleanup
✅ Setup company
✅ Setup Chart of Accounts
✅ Data processing
✅ Bookkeeping
✅ Invoice posting
✅ Credit Memo & Vendor Credit
✅ Create Sales Receipt & Refund Receipt
✅ Journal entry/Adjustments
✅ AR & AP Management
✅ Categorization of transaction
✅ Bank, Credit card & PayPal data processing and reconciliation
✅ Maintain General Ledger
✅ Weekly & Monthly reporting
✅ Supervising monthly/yearly Income Statement, Balance Sheet & Cashflow
✅ Accounts payable
✅ Accounts Receivables
✅ General ledger
✅ Bank reconciliation
✅ Account reconciliation
✅ Financial Reports (Profit and Loss, A/R and A/P Aging)
✅ Others: Transactions catch-up, books clean-up.
Industries worked:
✅ MNC
✅ Manufacturing
✅ NGO (Local & International)
✅ Bank (Public & Private)
✅ Wholesale food distribution (US)
Bookkeeping/Accounting tools :
✅ QuickBooks Online
✅ QuickBooks Desktop
✅ Xero
✅ Redbook
✅ Tally
✅ ERP
Other online tools or software used:
✅ Microsoft Excel, Word
✅ Google Suite: Gmail, spreadsheet, drive, doc etc.
I can work with a team or independently with minimal supervision.
Thanks for your time.
Regards,
Subrata Banik
Professional Accountant (ACCA )
QuickBooks & Xero certified.
.....................................................................................................................................................................................................
# Accountant # Bookkeeper # Accounting # Bookkeeping # Small Business # Financial Reports # QuickBooks # Xero #Payroll # Ecommerce Accounting # Bank Reconciliation #Tax Savings # Financial Statements # Accounts Payable # Accounts Receivable # Budgeting # Cash Flow Management # QBO # QBD # Xero Expert #Financial Planning # Real Estate Accounting # Manufacturing Accounting # Retail Accounting # Tax Accountant # Finance Expert # Business Growth # Financial Success # Business Accounting # Amazon Accounting # Ecommerce Bookkeeping # Invoice Management # Audit Support # Financial Health # Accounting Software # Expense Tracking # Business Finance
Subrata B.
has worked
.
$20/hr
100%
Job Success
$40K+ earned
Start of list.
End of list.
🌟 Hey everyone! I am a seasoned accounting professional and co-owner of a thriving consulting business, bringing over a decade of expertise to the table. My comprehensive services cover the entire spectrum of accounting, ranging from meticulous bookkeeping to in-depth financial reporting and analysis, benefiting over 100 clients. My proficiency extends to various aspects, including seamless implementation of accounting software, efficient data migration, meticulous bookkeeping and cleanup, establishment of new accounts, ongoing bookkeeping, payroll processing, management of accounts receivable and payable, thorough account reconciliation, bank reconciliation, inter-company reconciliation for corporate groups, execution of journal entries, and the facilitation of monthly and year-end closings for both SMEs and large corporate entities.
💼Accounting Software Experience
✔️Sage (Business Accounting, 50, 100, 200, 300, X3 ERP, & Sage Intacct).
✔️QuickBooks Desktop |Online| Enterprise
✔️Xero Accounting
✔️Dynamics 365 Business Central
✔️Wave Accounting
📊 Reporting, Forecasting & Analytics Tools
✔️ Syft Analytics (Reporting, Forecasting & Xero Integration)
✔️ FathomHQ
✔️ Sage Business Intelligence
✔️ Sage Enterprise Intelligence
✔️ Advanced Microsoft Excel (Financial Modeling & Data Analysis)
💼Industrial portfolio with practical experience
✔️CPA firms
✔️Real Estate & Construction,
✔️Tech & IT/ SaaS Companies,
✔️Healthcare
✔️Hospitality
✔️Crypto
✔️Academics Partnerships,
✔️Sales and Marketing,
✔️Fashion & Beauty,
✔️Individual business as well as corporate groups.
💫 I am highly proficient in financial reporting, application of IAS, IFRS, and GAAP, along with strong expertise in financial analysis, forecasting, budgeting, and cost & management accounting. My work focuses on transforming raw financial data into meaningful insights that support strategic decision-making.
I have co-owned a consulting business and worked as senior level management. I understand the demands of running a business and myriad of challenges a businessperson faces. My goal is to provide my clients with smart and efficient solutions to their accounting problems so they can focus more on their core business activities without worrying too much about their accounting and financial reporting matters.
Technology is fast reshaping the way we work, I can help you identify inefficiencies and implement new technologies to streamline your existing accounting systems and processes or redefine them altogether.
Thank you for visiting my profile and I look forward to working with you.
Ghulam M.
has worked
.
Philippines
$20/hr
97%
Job Success
Available now
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I am a Certified Public Accountant with clients in the United States, Europe, and parts of Asia. I'm a dedicated professional who works hard to meet deadlines and provide accurate information about the company's overall financial health. I possessed analytical and logical abilities that assisted me in systematically organizing figures into a well-placed report to assist management in making sound decisions.
Furthermore, I am constantly incorporating the standards promulgated by accounting standard bodies (IFRS/US GAAP) as my guide in preparing and presenting financial statements.
I also have the necessary knowledge of the following accounting software:
*QUICKBOOKS ONLINE & OFFLINE
*XERO
*GUSTO
*FRESHBOOK
*PEACHTREE
*WAVE
*BILL.COM
*SAGE
*SAP
REYNANTE D.
has worked
.
$7/hr
97%
Job Success
$10K+ earned
Available now
Offers consultations
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Top-Bookkeeping Service | Certified QuickBooks Online & QuickBooks Desktop | Full-Charge Bookkeeper | Accounts Receivable & Accounts Payable Management | Payroll Accounting | Accurately Transactions Categorization | Account Reconciliation | QuickBooks Cleanup | Bank Reconcile | Real Estate Bookkeeping | Small Business Accounting | Accurately Profit and Loss Statement Creation | Balance Sheet, Statements of Cash Flow & Financial Reporting.
As a Certified QuickBooks Online ProAdvisor, a certified Accountant, and a professional Bookkeeper, I offer unparalleled expertise in accounting and bookkeeping services. My decade-plus experience is focused on delivering high-quality, reliable, and precise bookkeeping for US businesses across diverse industries, including real estate bookkeeping, property management bookkeeping, and e-commerce bookkeeping. My bookkeeping solutions are tailored to meet your unique business needs, ensuring your finances are organized and compliant. I specialize in QuickBooks Online, Xero, Wave Accounting, and Excel spreadsheets, providing a comprehensive accounting service that goes beyond simple bookkeeping.
With 8 Years of experience as a Certified Bookkeeper and QuickBooks Online Expert, I specialize in delivering top-tier bookkeeping services, QuickBooks cleanup, QuickBooks catch-up, and comprehensive financial reporting to keep your business finances flawless. Whether you’re a solopreneur or a scaling enterprise, I provide meticulous bank reconciliation, profit and loss statements, cash flow management, balance sheet preparation, and payroll processing to ensure accuracy and compliance. My proven expertise in QuickBooks Online setup and accounting solutions guarantees organized, error-free books, empowering you to make informed financial decisions while boosting your business growth.
With 8 Years of experience as a Certified Bookkeeper and Accountant, I bring unparalleled expertise in QuickBooks Online, Xero, Wave Accounting, Excel, and spreadsheets to deliver tailored bookkeeping and accounting services across diverse industries, including Real Estate, E-commerce, Retail, Healthcare, Property Management, Vacation Rental Management, Construction, Plumbing, Cleaning, Landscaping, Electrical, and Restaurant businesses. My proficiency in financial reporting, bank reconciliation, payroll processing, accounts payable/receivable, and tax preparation ensures accurate, compliant, and customized solutions that meet your unique business needs. By leveraging industry-leading tools and a client-focused approach, I consistently rank among Upwork’s top freelance bookkeepers, helping businesses streamline their finances and achieve operational excellence.
My core services are designed to address the most common challenges in bookkeeping and accounting:
QuickBooks Cleanup & Catch-up: Is your bookkeeping a mess? I'm an expert in QuickBooks cleanup and QuickBooks catch-up, meticulously correcting errors and bringing your books current. My books cleanup service ensures your bookkeeping is accurate and ready for tax season.
Bank Reconciliation & Account Reconciliation: I provide precise bank reconciliation and account reconciliation for all your accounts, ensuring every transaction is accounted for. My bank reconciliation specialist skills resolve discrepancies swiftly, giving you a crystal-clear financial picture.
Comprehensive Bookkeeping & Accounting: From daily transaction categorization to full-cycle monthly bookkeeping, I manage all your bookkeeping tasks. I am a dedicated bookkeeper committed to accurate record-keeping and financial management.
QuickBooks & Xero Expertise: I am a Certified QuickBooks Online expert and Xero specialist, providing full QuickBooks setup, QuickBooks cleanup, and ongoing QuickBooks bookkeeping support. I am also an experienced Excel bookkeeper, leveraging advanced spreadsheet skills for robust financial analysis.
QuickBooks Online Cleanup & QuickBooks Desktop cleanup and QuickBooks catch-up, I transform disorganized financial records into accurate, compliant, and up-to-date books. I deliver seamless QuickBooks cleanup solutions to provide clarity and support your business growth.
My goal is to be your go-to accountant and bookkeeper, providing a seamless, stress-free bookkeeping experience so you can focus on growing your business. I am a detail-oriented bookkeeper with a proven track record of success on Upwork, guaranteeing top-quality accounting and bookkeeping services. From initial books cleanup and QuickBooks setup to ongoing monthly bookkeeping and account reconciliation, I am the accountant and bookkeeper you can trust.
Let's work together to simplify your accounting and streamline your bookkeeping. I am available 24/7. You can direct message on Upwork for a FREE Consultation!
Samidul I.
has worked
.
$12/hr
98%
Job Success
Offers consultations
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𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 𝐏𝐥𝐮𝐬 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭
𝟮𝟬,𝟬𝟬𝟬+ 𝐇𝐨𝐮𝐫𝐬 𝐰𝐨𝐫𝐤𝐞𝐝
Chartered Accountant with expertise in Quickbooks Online & Desktop, Xero, Appfolio, Zoho Books, Buildium, Yardi, Restaurant 365, and Wave Accounting. My experience working with different sectors/companies around the Globe has added so much to my knowledge of accounting and finance.
I have the skills you’re looking for to solve your accounting problems. I have a vast knowledge of small business as well as medium-sized business accounting as I worked with multiple businesses in the USA, Europe, the Middle East, and Australia. I help owners with their financial accounting so that they can focus on their business.
-Accounting Software Expertise:
• Quickbooks Online
• Quickbooks Desktop
• Xero
• Wave Accounting
• Yardi Sage/Breeze
• Appfolio
• Buildium
• Restaurant 365
• Cin7/Dear Inventory System
• ReiHub
-Ecommerce Stores:-
• Amazon
• Shopify
• Retail Stores
-Sectors
• Real Estate
• E-Commerce
• Accounting Firms
• Property Management
• Construction
• Services
-Bookkeeping Top Skills:-
• Bank Reconciliation
• Accounts Payables
• Books Clean-up
• Invoicing and Bill Payments
• General Accounting
• Accounts Receivable
• Financial Statement Preparation
• Filing Tax Return
• Account Reconciliations
• Categorizing of transactions
• Financial Consultancy
• Expense Audit
• Data Entry
• Credit Card Statement Reconciliation
• Closing of Books
Thank you for reading and consideration.
𝐊𝐞𝐲 𝐖𝐨𝐫𝐝𝐬:
#Bookkeeper #Bookkeeping #QuickbooksBookkeeper #QuickBooks Bookkeeper #Quickbooks ProAdvisor #Stessa #Intuit QuickBooks #QuickBooks Enterprise #Xero #XeroBook keeping #Xero Accountant #XeroBookkeeper #Remote Accountant #Small Business Bookkeeping #Financial Accounting #Accounts Payable #Accounts Receivable #AP/AR #Gusto #Payroll Accounting #Payroll Processing #Tax Preparation Support #Clean-Up Bookkeeping #Catch-Up Bookkeeping #Bank Reconciliation #Chart of Accounts Setup #Financial Reporting #Certified bookkeeper & Accountant #Certified Quickbooks online Advisor #Certified Xero Advisor #Quickbooks Online #Certified Bookkeeper #Quickbooks Online Certified Bookkeeping #Xero Certified Bookkeeper #Xero Certified Bookkeeping #Xero Accounting #Accounting on Quickbooks online #Staff Accountant #Accounting services #Accounting system integration #Accounts payable & receivable #Audit support #Automation & System Streamlining #Balance Sheet #Bank and Credit Card reconciliation #Bookkeeper #Bookkeeping for eCommerce #Business profitability #Budgeting & Forecasting #Cash flow management #Catch-Up & Clean-Up Services #Certified QuickBooks Accountant #Cost-saving strategies #Ecommerce bookkeeping #Financial analysis #Financial automation #Financial consulting
Mohammad S.
has worked
.
Associated with
Sunrise Accountants
$10/hr
100%
Job Success
$300+ earned
Available now
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🔰𝑨𝒓𝒆 𝒚𝒐𝒖 𝒊𝒏 𝒔𝒆𝒂𝒓𝒄𝒉 𝒐𝒇 𝒄𝒐𝒎𝒑𝒍𝒆𝒕𝒆 𝒂𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝒂𝒏𝒅 𝒃𝒐𝒐𝒌𝒌𝒆𝒆𝒑𝒊𝒏𝒈 𝒔𝒐𝒍𝒖𝒕𝒊𝒐𝒏𝒔? 𝑫𝒐 𝒚𝒐𝒖 𝒘𝒂𝒏𝒕 𝒕𝒐 𝒌𝒆𝒆𝒑 𝒚𝒐𝒖𝒓𝒔𝒆𝒍𝒇 𝒖𝒑 𝒕𝒐 𝒅𝒂𝒕𝒆 𝒘𝒊𝒕𝒉 𝒚𝒐𝒖𝒓 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍𝒔 𝒂𝒏𝒅 𝒊𝒏𝒔𝒊𝒈𝒉𝒕𝒔?
I am a qualified ACCA member and a certified QuickBooks Online ProAdvisor with over 5 years of experience working in a public accounting firm. I specialize in delivering comprehensive accounting and bookkeeping services to international clients from the USA, Canada, and the UK.
🔰𝑴𝒚 𝒆𝒙𝒑𝒆𝒓𝒕𝒊𝒔𝒆 𝒊𝒏𝒄𝒍𝒖𝒅𝒆𝒔:👇👇
✦ Accurate bookkeeping tailored to your business needs.
✦ Payroll processing ensuring compliance and timely disbursement.
✦ Preparing and managing VAT, HST, and sales tax filings with precision.
✦ Preparing compilation reports to meet your reporting requirements.
✦ Bank and Credit Card Reconciliations
✦ Accounts Receivable & Accounts Payable Management
✦ Journal Entries & Year-End Adjustments
✦ Invoicing & Expense Categorization
✦ Sales Tax Setup and Reporting
✦ Multi-Currency Management
✦ Financial Reporting & Analysis
✦ Data Migration to QuickBooks
✦ Accounting Software Expertise
I pride myself on providing efficient, accurate, and deadline-driven solutions. Whether you’re a small business owner or managing multiple entities, I ensure your financial data is always organized and ready for decision-making.
𝑳𝒆𝒕’𝒔 𝒘𝒐𝒓𝒌 𝒕𝒐𝒈𝒆𝒕𝒉𝒆𝒓 𝒕𝒐 𝒔𝒕𝒓𝒆𝒂𝒎𝒍𝒊𝒏𝒆 𝒚𝒐𝒖𝒓 𝒂𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝒑𝒓𝒐𝒄𝒆𝒔𝒔𝒆𝒔 𝒂𝒏𝒅 𝒌𝒆𝒆𝒑 𝒚𝒐𝒖𝒓 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒇𝒊𝒏𝒂𝒏𝒄𝒆𝒔 𝒐𝒏 𝒕𝒓𝒂𝒄𝒌!
#𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 #𝑩𝒐𝒐𝒌𝒌𝒆𝒆𝒑𝒊𝒏𝒈 #𝑸𝒖𝒊𝒄𝒌𝑩𝒐𝒐𝒌𝒔 #𝑨𝑪𝑪𝑨 #𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 #𝑽𝑨𝑻 #𝑯𝑺𝑻 #𝑺𝒂𝒍𝒆𝒔𝑻𝒂𝒙 #𝑷𝒂𝒚𝒓𝒐𝒍𝒍𝑷𝒓𝒐𝒄𝒆𝒔𝒔𝒊𝒏𝒈 #𝑩𝒂𝒏𝒌𝑹𝒆𝒄𝒐𝒏𝒄𝒊𝒍𝒊𝒂𝒕𝒊𝒐𝒏 #𝑰𝒏𝒗𝒐𝒊𝒄𝒊𝒏𝒈
#𝑪𝒓𝒆𝒅𝒊𝒕𝑪𝒂𝒓𝒅𝑹𝒆𝒄𝒐𝒏𝒄𝒊𝒍𝒊𝒂𝒕𝒊𝒐𝒏 #𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒔𝑹𝒆𝒄𝒆𝒊𝒗𝒂𝒃𝒍𝒆 #𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒔𝑷𝒂𝒚𝒂𝒃𝒍𝒆 #𝑱𝒐𝒖𝒓𝒏𝒂𝒍𝑬𝒏𝒕𝒓𝒊𝒆𝒔 #𝒀𝒆𝒂𝒓𝑬𝒏𝒅𝑨𝒅𝒋𝒖𝒔𝒕𝒎𝒆𝒏𝒕𝒔 #𝑬𝒙𝒑𝒆𝒏𝒔𝒆𝑪𝒂𝒕𝒆𝒈𝒐𝒓𝒊𝒛𝒂𝒕𝒊𝒐𝒏 #𝑴𝒖𝒍𝒕𝒊𝑪𝒖𝒓𝒓𝒆𝒏𝒄𝒚 #𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍𝑹𝒆𝒑𝒐𝒓𝒕𝒊𝒏𝒈 #𝑸𝒖𝒊𝒄𝒌𝑩𝒐𝒐𝒌𝒔𝑷𝒓𝒐𝑨𝒅𝒗𝒊𝒔𝒐𝒓 #𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈𝑺𝒐𝒇𝒕𝒘𝒂𝒓𝒆 #𝑺𝒎𝒂𝒍𝒍𝑩𝒖𝒔𝒊𝒏𝒆𝒔𝒔𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 #𝑰𝒏𝒕𝒆𝒓𝒏𝒂𝒕𝒊𝒐𝒏𝒂𝒍𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 #𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍𝑨𝒏𝒂𝒍𝒚𝒔𝒊𝒔 #𝑺𝒕𝒓𝒆𝒂𝒎𝒍𝒊𝒏𝒆𝑷𝒓𝒐𝒄𝒆𝒔𝒔𝒆𝒔 #𝑩𝒖𝒔𝒊𝒏𝒆𝒔𝒔𝑭𝒊𝒏𝒂𝒏𝒄𝒆𝒔 #𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈𝑺𝒐𝒍𝒖𝒕𝒊𝒐𝒏𝒔
$25/hr
100%
Job Success
$200K+ earned
Offers consultations
Start of list.
End of list.
Most teams move to NetSuite expecting clarity, but discover their new system still doesn’t produce GAAP-ready numbers. Banks don’t reconcile, AR/AP doesn’t tie to subledgers, and management reports don’t reflect the business. My work focuses on fixing NetSuite at the accounting level beyond cleaning transactions so the numbers you rely on match cash, operations, and audit expectations.
I support US, UK, Canadian, and Australian companies that need their NetSuite environment to meet GAAP/IFRS, internal controls, and investor and lender requirements. The businesses I work for need more than general bookkeeping, i.e.. they need the system to reflect accurate, supportable financial statements.
Core work I take on:
• Cleanup of incomplete, incorrect NetSuite setups
• Bank, credit card, Stripe & PayPal reconciliation
• Fixing COA mapping issues and failed imports
• Correcting GL, AR, AP, and subledger inconsistencies
• Month-end and year-end close, accruals, depreciation, intercompany
• Building accurate P&L, balance sheet, and management reports
How this work benefits clients, some real examples:
• US SaaS startup, their NetSuite data didn’t pass investor due diligence because subledgers didn’t tie to the GL. After correcting AR/AP logic and rebuilding reconciliations, they received funding because their financials became supportable under GAAP.
• Multi-entity eCommerce group with 2 years of Stripe/PayPal activity didn’t reconcile and their balance sheet showed overstated cash. After a full cleanup, their books were audit-ready and they closed a lender review without adjustments.
• Professional services firm, revenue posting rules were inconsistent, causing misstated margins. After correcting workflows and implementing cutoff controls, their month-end close became reliable and compliant with standard accrual accounting.
• Real estate/property group, intercompany and depreciation schedules were inaccurate. After rebuilding fixed-asset and entity workflows, the CFO gained accurate GAAP-compliant statements for board reporting.
My method is simple and reduces risk:
1) Accounting assessment, identify where financial statements fail GAAP/IFRS alignment, revenue timing, subledger tie-outs, reconciliations, mapping, period controls
2) Cleanup Plan — A structured sequence to correct entries, mappings, historical data, and account balances.
3) Execution, reconciliations, GL corrections, subledger rebuilds, period adjustments, and validation so numbers tie across all modules.
4) Month-end close framework, repeatable, documented process that ensures cutoff, accruals, and classifications follow accounting standards.
5) Ongoing oversight, controller-level monitoring to keep NetSuite accurate and audit-friendly as transaction volume grows.
Best fit clients:
• Companies already using NetSuite whose books are not GAAP/IFRS-aligned
• Teams preparing for investor reporting, audits, or lender reviews
• Businesses needing cleanup after migration from QBO/Xero
• Finance leaders requiring a reliable monthly close and accurate reporting
If your NetSuite environment needs to produce accurate, reconciled, audit-ready financials, I can help you get there and keep it stable.
Drop me a message describing your current and I will reply asap, within 30 minutes
Sultan Moin A.
has worked
.
$40/hr
100%
Job Success
Available now
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Hi, I’m Zorain Zahid, Founder of APAKUS Consulting Services, helping businesses across the USA, Canada, and UK bring structure, clarity, and strategy to their finance operations.
With nearly a decade of experience, we support startups, eCommerce brands, real estate businesses, healthcare companies, retailers, and service-based businesses by turning messy financials into accurate, actionable insights that support growth.
We don’t just maintain books — we help businesses improve visibility, cash flow, reporting accuracy, and decision-making while keeping everything tax-ready and audit-ready.
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CORE SERVICES
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Bookkeeping & Accounting
• Full-cycle bookkeeping
• Clean-up & catch-up bookkeeping
• AP/AR management
• Payroll recording & reconciliation
• Bank & credit card reconciliations
• Financial reporting & analysis
• Cash flow management
• Budgeting & forecasting
• Annual tax preparation support
• Sales tax & VAT filing
• Data migration & accounting system setup
Financial Planning & Modeling
• Budgeting & rolling forecasts
• Cash flow forecasting
• Department/project-based budgeting
• Scenario & what-if analysis
• Investor-ready financial models
• Profitability & unit economics analysis
• Cap table & growth modeling
• Strategic dashboards & KPI reporting
Audit Readiness & Financial Controls
• GL clean-up & reconciliation reviews
• Audit-ready financial preparation
• Internal control workflows
• Fraud-risk reduction processes
• Investor & lender due diligence support
• Post-audit process improvement
━━━━━━━━━━━━━━━
WHAT MAKES US DIFFERENT
━━━━━━━━━━━━━━━
Many businesses struggle with fragmented finance systems — bookkeeping in one place, payroll somewhere else, reporting delayed, and tax prep rushed at year-end.
We bring everything together into one streamlined finance function so business owners can stop chasing numbers and focus on growth.
We help clients:
• Eliminate bookkeeping chaos
• Improve cash flow visibility
• Reduce financial errors
• Maintain clean, tax-ready records
• Automate repetitive accounting workflows
• Build dashboards that actually support decision-making
Whether you need accurate monthly bookkeeping, investor-ready reporting, audit preparation, or strategic financial planning, we provide both operational support and financial clarity.
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INDUSTRIES WE SERVE
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• eCommerce & Retail
• Real Estate (Rental, Flipping & Development)
• Hospitality
• Telehealth & Healthcare
• Transportation & Warehousing
• Medical & Wellness
• Clothing & Fashion
• Agencies & Service Businesses
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PLATFORMS & TOOLS
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Accounting & ERP Systems
• Oracle NetSuite
• Sage Intacct
• SAP Business One
• QuickBooks
• Xero
• Zoho Books
Payments, Payroll & Tax
• Ramp
• Gusto
• Paychex
• ADP
• Drake Tax
• TaxJar
• Stripe
• PayPal
eCommerce & Operations
• Shopify
• Amazon
• Multi-channel marketplace reconciliation
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DASHBOARDS & REPORTING
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We build practical, real-time dashboards that help businesses monitor:
• Cash flow
• Profitability
• Inventory trends
• Customer acquisition costs
• Revenue performance
• Financial KPIs across multiple systems
Our reporting integrates data from platforms like QuickBooks, Shopify, Stripe, CRMs, and operational systems to create one reliable source of financial truth.
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WHY CLIENTS WORK WITH US
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• 3400+ hours worked on Upwork
• $70K+ earned on Upwork
• 100% Job Success Score
• Top Rated on Upwork
Clients work with us because we combine technical accounting expertise with practical business understanding. We focus on accuracy, responsiveness, process improvement, and long-term partnerships — not just transaction processing.
If you’re tired of spreadsheet chaos, delayed reporting, cash flow uncertainty, or disconnected finance systems, let’s connect and build a stronger financial foundation for your business.
Zorain Z.
has worked
.
Philippines
$10/hr
100%
Job Success
$20K+ earned
Offers consultations
Start of list.
End of list.
CPA (PH) / (US) Certified Management Accountant / Certified Bookkeeper / Quickbooks
I'm an experienced US bookkeeper with knowledge in FICA and FIT calculations, Sales Tax, 1099 vendor reporting, W-2 preparation, and proficiency in 940 & 941 filings. Familiar with payroll reporting and 401k benefits administration, I am committed to continuous learning and always open to acquiring new skills.
Ian R.
has worked
.
$15/hr
95%
Job Success
$10K+ earned
Offers consultations
Start of list.
End of list.
Did you know 70% of small businesses fail to manage their accounts properly? Let me show you how you can avoid being part of that statistic.
🌟 Key Highlights
✅ Over 5 years of experience in full-cycle bookkeeping, accounting, and financial reporting
✅ Expert in QuickBooks Online, Desktop, Xero, and Wave accounting
✅ Proven track record of reducing corporate tax liabilities and optimizing financial health
✅ Experienced with payroll management, tax filing, and financial statement preparation
✅ Certified in Bill Accounts Payable, Senior Fathom, and Cisco Business Architecture
I’ve been working in accounting for more than five years, helping small businesses stay on top of their financials. From bookkeeping to tax filing, I’ve got it covered. My expertise spans QuickBooks, Xero, Zoho, and Wave accounting software, and I’ve handled everything from monthly reporting to year-end tax planning.
Here’s the thing: I make sure your financial records are organized, compliant, and ready to move your business forward. Whether you're managing a startup or running an established small business, I can help streamline your accounting processes so you can focus on what really matters.
What this really means is that I work with you to tackle your financial challenges head-on. If you're dealing with inconsistent bookkeeping, tax deadlines creeping up, or trying to get your financials in order, I can help. I have hands-on experience in accounting for small businesses, and I know how to reduce tax liabilities while keeping everything compliant.
My services include:
✅ Monthly, quarterly, and annual bookkeeping
✅ Corporate tax preparation (T2) and personal income tax filing (T1)
✅ GST/HST filing for businesses in Canada
✅ Payroll management and T4 slip processing
✅ Tax planning for small businesses and tax audit support
✅ Cloud accounting setup and financial reporting
✅ Cash flow analysis, budgeting, and financial planning
✅ Fractional CFO services for SMEs
✅ Accounting for e-commerce businesses
If your business needs accurate tax filing and reliable financial management, I can handle that too. I’m well-versed in Canadian and US tax laws, including T1, T2, and HST returns. More importantly, I’ll help you optimize your tax outcomes, saving you time and money.
What makes me different? I don’t just push paper around. I dive deep into your financials and give you practical, actionable advice. Whether it’s reducing your tax burden or improving your bookkeeping processes, I focus on what’s going to make your business run smoother.
If you need clarity on your financial situation, I’m the one to turn to. My goal is to make sure your accounting is one less thing to worry about. Whether you’re looking for full-cycle bookkeeping, tax preparation, or some solid advice, I’ll help you figure it out.
Let’s talk if you're ready to simplify your financials and take your business to the next level.
Bookkeeping services monthly, quarterly, annual, Small business financial reporting, Corporate tax preparation T2, Personal income tax filing T1, GST HST filing for businesses in Canada, Payroll management and T4 slips, Accounting services for startups, Bookkeeping and tax compliance, Cloud accounting setup, Monthly bookkeeping and reporting, Fractional CFO services for SMEs, Cash flow analysis and forecasting, Budgeting and financial planning, Tax audit support and compliance, Accounting for e-commerce businesses, Tax planning for small businesses in Canada, QuickBooks bookkeeping for companies, Financial statement preparation, Payroll and tax remittance, Corporate and personal tax optimization
Aizaz A.
has worked
.