With 5 years of experience in fund operations, investor services, and portfolio administration, I focus on creating efficiencies and improvements for fund managers and private equity firms.

Are you looking for an experienced Senior Accountant who can manage your Bookkeeping, Accounting, Financial Reporting, Tax Preparation, and QuickBooks Online Bookkeeping with accuracy and professionalism? With over 9 years of experience in Accounting and Finance, I help businesses maintain organized financial records, improve cash flow management, ensure compliance, and make informed financial decisions. I specialize in QuickBooks Online Bookkeeping, Xero Accounting, Financial Accounting, Bank Reconciliation, Payroll Management, Tax Preparation Support, Financial Analysis, Financial Modeling, and Full-Cycle Accounting Services for startups, small businesses, eCommerce companies, agencies, and growing organizations worldwide. As a dedicated Senior Accountant, I provide reliable accounting solutions that help business owners save time, reduce financial errors, maintain compliance, and focus on business growth. 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 & 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 QuickBooks Online Bookkeeping QuickBooks Online setup and cleanup QuickBooks Online Bookkeeping QuickBooks Certified ProAdvisor services Monthly bookkeeping and year-end bookkeeping Catch-up and cleanup bookkeeping Transaction categorization and account management Xero Accounting & Bookkeeping Xero account setup and migration Xero bookkeeping and accounting Xero bank reconciliation Financial reporting and compliance support Xero Certified Advisor services Full-Cycle Accounting Services Chart of Accounts Setup Journal Entries Month-End and Year-End Closing Financial Statement Preparation Accounting System Management Internal Financial Controls Bank & Account Reconciliation Bank Reconciliation Credit Card Reconciliation Account Reconciliation Vendor Reconciliation Balance Verification Error Detection and Resolution Financial Reporting & Analysis Profit and Loss Statements (P&L) Balance Sheet Preparation Cash Flow Statements Financial Reporting Financial Analysis Management Reports KPI Reporting Business Performance Analysis 𝗧𝗮𝘅 𝗣𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 Tax-Ready Financial Statements Expense Categorization Tax Documentation Preparation Financial Data Organization CPA and Tax Professional Support Compliance Reporting 𝗣𝗮𝘆𝗿𝗼𝗹𝗹 & 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝘀 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 Payroll Processing Payroll Reconciliation Accounts Payable Management Accounts Receivable Management Invoicing and Billing Vendor and Customer Account Management Budgeting, Forecasting & Financial Modeling Budget Planning Financial Forecasting Cash Flow Forecasting Strategic Planning Support Financial Modeling Business Performance Forecasting 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 QuickBooks Online Xero NetSuite Microsoft Excel Google Sheets Cloud-Based Accounting Systems 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 𝗦𝗲𝗿𝘃𝗲𝗱 𝗜 𝗽𝗿𝗼𝘃𝗶𝗱𝗲 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗳𝗼𝗿: Small Businesses Startups eCommerce Businesses Amazon Sellers Shopify Stores Real Estate Companies Professional Service Firms Marketing Agencies Healthcare Businesses Construction Companies Nonprofit Organizations Consulting Firms International Businesses 𝗪𝗵𝘆 𝗖𝗵𝗼𝗼𝘀𝗲 𝗠𝗲 𝗮𝘀 𝗬𝗼𝘂𝗿 𝗦𝗲𝗻𝗶𝗼𝗿 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁? 9+ Years of Professional Accounting and Bookkeeping Experience Expert in QuickBooks Online Bookkeeping and Accounting Services QuickBooks Certified and Xero Certified Professional Strong Background in Financial Accounting and Financial Reporting Accurate Bank Reconciliation and Account Reconciliation Expertise Tax-Ready Financial Statements and Organized Financial Records Experience Serving Small Businesses, Startups, eCommerce Stores, and Growing Companies Reliable Communication and Timely Project Delivery Detail-Oriented, Analytical, and Results-Driven Approach Commitment to Accuracy, Compliance, and Confidentiality Long-Term Client Relationship Focus Dedicated Support for Business Growth and Financial Success 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 Master’s Degree in Accounting & Finance Bachelor’s Degree in Accounting & Finance 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 Certified Accountant Financial Risk Manager (FRM) QuickBooks Certified Professional Xero Certified Advisor 𝗟𝗲𝘁’𝘀 𝗪𝗼𝗿𝗸 𝗧𝗼𝗴𝗲𝘁𝗵𝗲𝗿 If you are looking for a Senior Accountant, QuickBooks Online Bookkeeping Expert, Xero Accountant, or a trusted professional for Bookkeeping, Accounting, Financial Reporting, Tax Preparation, Payroll Management, Financial Analysis, and Financial Modeling, I am ready to help you achieve accurate financial management and sustainable business growth. I am committed to delivering accurate bookkeeping, reliable accounting services, meaningful financial insights, and professional support that helps your business stay organized, compliant, and profitable. 𝗦𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝘁𝗼𝗱𝗮𝘆 𝘁𝗼 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 𝘆𝗼𝘂𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝗻𝗲𝗲𝗱𝘀.

Your books should tell you where your business stands — not stress you out. I'm a Chartered Accountant (CA/CPA-equivalent) and PTIN Holder with 9+ years of experience serving U.S. businesses, real estate investors, and CPA firms with clean, audit-ready financials. Who I Work With: ▪ Real Estate Investors & Property Managers ▪ CPA & Accounting Firms (white-label support) ▪ Construction, Law, Healthcare & E-commerce businesses What I Deliver: ✔ Full-cycle bookkeeping — GL, AP/AR, bank & card reconciliations ✔ QuickBooks Online/Desktop, Xero, Sage, NetSuite, Buildium, AppFolio ✔ Property-level & trust accounting ✔ Month/year-end close + financial statements (P&L, BS, Cash Flow) ✔ Payroll, 1099/W-2, tax prep support (PTIN Holder) ✔ Budgeting, forecasting & Virtual CFO advisory (CAS) Why Clients Stay: ◆ No backlogs left behind — every engagement ends with 100% reconciled books ◆ Structured monthly close process — you always know where you stand ◆ Proactive communication — no chasing, no surprises ◆ Long-term partner mindset, not a one-off freelancer 📩 Message me — let's get your books clean, current, and decision-ready.

Are you looking to scale your business and optimize your accounting and finances? Do you prefer to work with a U.S based, highly skilled financial professional? I help real estate investors, property managers, and businesses make sense of their numbers, make informed decisions, and stay ahead of the curve. Delivering quality results and building strong relationships are my top priorities. I am a Certified Public Accountant specializing in real estate accounting and finance. I have over 10 years of experience working with publicly traded and private equity owned companies, real estate investors, and scaling businesses. Services: - Fractional CFO and Controller Services - Property Management Accounting: Yardi, AppFolio, QuickBooks Online - Real Estate Investment and Syndication Support: Business Entity Setup, Financial Reporting and More - Financial Due Diligence and Transaction Advisory: Quality of Earnings Reports (QoE), Purchase Accounting, etc. - Financial Statement Compilations and Reviews To learn how these solutions can help your business, let's connect on a call today.

Greetings! 🌟 I am a highly experienced business plan writer with a proven track record of assisting startups and organizations to grow and scale their businesses to the next level. I specialize in developing customizable business plans, stellar pitch decks, and dynamic financial models/projections, enabling entrepreneurs to raise funding/investments from various sources, including angels, venture capitalists, and other sources as per their business requirements. As a certified member of ACCA, my career spans over fifteen years, working with Big Four consultancy firms (Ernst and Young) and large financial institutions. Over the years, working in the field of finance and business consultancy, I have built a diversified portfolio encompassing projects related to business plans, pitch deck creation, business analysis, and financial modeling for clients operating in various sectors. Throughout my career, I have collaborated with numerous startups and established companies, helping them create documents that accurately reflect their business vision, successfully raise funding, and propel their businesses to the next level. My unwavering dedication, commitment, and delivery of exceptional results have earned me the trust of clients globally. This trust is evident through the positive feedback I receive and the recurring work I am entrusted with. Client Testimonials on Upwork: 💬 “Best Business Plan developer on Upwork. The communication was amazing, and the feedback on matters back and forth was listened to. He understood what the customer wants, and that’s what makes him the best business developer on Upwork." 💬 “Sheryar was a pleasure to work with. His creativity, as well as professionalism, is evident in his work. He truly created a masterpiece of a Pitch Deck and was attentive, making large and small changes until I was 100% satisfied.” 💬 “Best hiring ever for us on freelance platforms. The quality of the business plan is above expectations. The business plan and the financial model developed far exceeded our expectations. Will definitely work with him again.”   Services 📊📈 Startup Business Plans and Pitch Decks: Crafting detailed business plans and compelling pitch decks to secure Seed Round funding from venture capitalists, angel investors, and banks. Series A, B, C, and D Funding Business Plans: Developing customizable business plans, pitch decks, and investor materials to facilitate growth and expansion during various funding rounds of startups and established organizations. Pre-IPO Business Plans and Pitch Decks: Preparing in-depth business plans and pitch decks for companies seeking pre-IPO financing. USA Immigration Visa Business Plans: Creating tailored business plans for E-2, L-1, EB2-NIW, EB-5, and other visa applications to meet US immigration requirements. UK Immigration Visa Business Plans: Developing business plans for the Innovator Visa, Start-up Visa, Tier 1 (Investor) Visa, and Tier 1 (Entrepreneur) Visa to support UK immigration applications. Regulatory Compliance Business Plans: Preparing business plans for submission to regulatory authorities to ensure compliance and approval. Franchise Business Plans: Crafting detailed franchise business plans to support franchise development, operations, and expansion strategies. Dynamic Financial Models and Projections: Designing dynamic financial models and projections to provide accurate financial forecasting and scenario analysis. Business Proposals and Feasibility Reports: Writing detailed business proposals and feasibility reports to support business decisions and strategic planning. Growth Strategy Documents: Creating comprehensive growth strategy documents to outline plans for business development and market expansion. Merger and Acquisition Plans: Developing strategic merger and acquisition plans to facilitate business consolidation, growth, and value maximization. Why Work with Me? 🤝 • Successfully helped startups and established companies secure funding. • Over fifteen years in finance and business consultancy. • Trusted by clients worldwide with positive feedback and repeat engagements. • Relatively fast turnaround time of 10-12 working days to complete a business plan. • Professional business plans, pitch decks, and investor documents. My primary objective is to build trust with my clients by delivering high-quality services. For complex projects, I can collaborate with a team of expert business and finance consultants and handle complex and large-scale projects. Feel free to reach out to discuss your project. I look forward to collaborating with you. Best Regards, Sheryar Nadeem

🏆 Microsoft Certified: Power BI Data Analyst Associate (PL-300) Top Rated | 100% Job Success | 90+ Projects Delivered I help businesses replace manual spreadsheets with automated financial reporting and dashboards that leaders can rely on for decisions. Many of my clients come to me when reporting has become slow, manual, error-prone, or difficult to trust. I design structured, automated solutions that reduce reporting time, improve accuracy, and give leadership clear visibility into performance. With a background in accounting and data science, I combine financial understanding with technical expertise — ensuring your reports are not only automated, but financially sound and decision-ready. What I Specialize In Financial Reporting & Automation ✔ Automated P&L, budgeting, and forecasting systems ✔ Month-end reporting optimization (cut from days to hours) ✔ Cash flow tracking & scenario modeling ✔ Structured financial models for growing businesses Power BI Dashboards ✔ Executive dashboards with KPI tracking ✔ Real-time data connections (APIs, SQL, cloud databases) ✔ Clean data modeling & DAX measures ✔ Row-level security & structured reporting environments Excel & Process Automation ✔ VBA automation & pricing tools ✔ Quote generators & internal systems ✔ Power Query data transformations ✔ Integrated workflows using Power Automate Recent Results • Reduced month-end reporting from 5 days to 3 hours (80% time saved) • Built Excel pricing tool saving 10+ hours per week • Developed automated finance tracker with smart transaction categorization • Connected Power BI dashboards to live banking APIs for real-time monitoring Tools & Technologies Power BI (Certified – DAX, Power Query, Data Modeling) Excel (VBA, Power Pivot, advanced financial modeling) Python (pandas, API integration, automation) SQL | Power Automate | Google Sheets (Apps Script) Xero (Advisor Certified) If you're looking for a consultant who understands both the numbers and the systems behind them, I’d be happy to help. Click “Invite to Job” or send a message — I typically respond within 24 hours and can schedule a call the same day.

I help startup founders and business owners reduce taxes, clean up their books, and gain CFO-level clarity without hiring a full-time finance team. If you're scaling, raising capital, or unsure where your money is going, I fix your numbers and your strategy so you can make smarter decisions with confidence. I’m a California CPA, AICPA-honored tax strategist, and QuickBooks Online ProAdvisor with hands-on experience as the sole accountant at a VC-backed startup (Series B → C). I combine audit-level accuracy with CFO-level strategy so you’re not just compliant, you’re optimized. 💡 What You Get: - Clear, accurate financials you can trust - Lower tax liability through proactive planning - Real visibility into cash flow, burn rate, and runway - Investor-ready financials and reporting - Fewer surprises, more control over your business 🎯 Who I Work Best With: - Startup founders (SaaS, tech, ecommerce); Real Estate (investors, agents, property managers) - VC-backed or bootstrapped companies - Businesses scaling beyond early stages - Founders preparing for fundraising or exit 🔧 What I Do: 🧾Tax Strategy & Compliance: - Tax planning (entity structuring, §199A, R&D credits, advanced strategies) - Federal & state tax filings - Sales/use and multi-state compliance 📊 Bookkeeping & Financial Systems: - Monthly bookkeeping (QuickBooks Online, Xero, Wave) - Catch-up and cleanup work - Account reconciliations and payroll setup 📈 Fractional CFO Support: - Cash flow forecasting and burn rate analysis - Budgeting and KPI tracking - Investor-ready reporting and financial insights 🏢 Entity & Operational Support: - LLC/Corp formation, maintenance, and filings - Franchise tax and compliance - AP/AR workflows, vendor management, and finance ops support 📈 Results I Deliver: - Reduced client tax liabilities through advanced strategies - Built clean, investor-ready financials for fundraising - Improved cash visibility and extended runway - Turned messy books into reliable financial systems ⭐ Why Clients Choose Me: - Former auditor + startup operator (not just theory, real execution) - I quantitatively test tax strategies to ensure real savings - Clear communication and fast turnaround - Fewer handoffs, more ownership and accountability 🏆 Credentials: - Active Certified Public Accountant (CPA) – California - AICPA Honored - Certified QuickBooks Online ProAdvisor - Wolters Kluwer Tax Professional - IRS PTIN & e-File Authorized - Attest Designation 📩 Let’s Work Together: If you’re ready to tighten your books, reduce taxes, and gain real financial clarity, send me a message with: - Your business model - Monthly revenue range - Biggest financial challenge I’ll point you in the right direction and let you know exactly how I can help. Let's Connect! Thanks, Sugam Sharma, CPA

Your data is already there. The problem is it is scattered, manual, or not visible in a way that helps anyone make a fast decision. I work with business owners, operations teams, and CFOs on data analysis, dashboard development, and reporting automation, so the right numbers reach the right people without anyone spending hours on it every week. Here is some of the work I have done: -Built financial models and P&L reporting systems for retail operations using Excel and Power BI -Developed automated Excel-to-PDF report generation that eliminated manual reporting entirely -Created AI-powered data extraction pipelines using Python to pull and process documents into structured Excel outputs -Designed Google Sheets dashboards and workflow automations for operations and finance teams -Built custom Excel templates and tools for financial tracking and business reporting -Delivered Looker Studio dashboards for advertising, healthcare, and marketing agencies What I can build for you: -Looker Studio and Power BI dashboards for KPI tracking, sales, and financial reporting -Excel and Google Sheets automation using VBA, macros, and Google Apps Script -Python scripts for data cleaning, data transformation, and workflow automation -Financial reporting systems covering P&L, cash flow, EBITDA, and variance tracking -Automated reporting pipelines that pull, process, and deliver data without manual input -Data consolidation from multiple sources into one clean, structured output I work across Excel, Google Sheets, VBA, Python, SQL, Power Query, Looker Studio, Power BI and Google Apps Script depending on what the project needs. I have a Data Science degree and hands-on financial modeling experience so I understand what the numbers mean for a business, not just how to process them technically. If your reporting is slow, messy, or not giving you clear answers, message me or send me an invite and tell me what you are working with.

With 10+ years of experience in finance, investment advisory, corporate strategy, and M&A, I specialize in helping businesses secure funding, accelerate growth, and maximize value. Key Industries: Artificial Intelligence | SaaS | Industrials & Construction | Healthcare Tech Who I Work With: Startups, Consultancy’s, Venture Capital and Private Equity firms, Investment Managers, former NBA professionals, and industry leaders. Core Services: 💼 Investor-Ready Documents Pitch Decks, Business Plans, Due Diligence, Executive Summaries, CIM 💼 Financial Modeling & Analysis Pro Forma & GAAP-compliant Models, LBO Models, DCF/IRR/ROI Analysis, M&A Support 🖋️ Strategic Research & Insights Custom Market Research/Due Diligence, Competitive Intelligence, Business Content Writing Client Testimonials: ⭐⭐⭐⭐⭐ "Kailash was a godsend... his work on our business plan and financials was critical in securing our seed funding." "Communication was phenomenal — he understood every detail of my business and translated it into a compelling plan and deck." Career Highlights - Financial Due Diligence and Market Study on a Large-scale M&A transactions ($2.7B) - Top-Rated Plus Consultant on Upwork - Former Google Cloud FP&A Lead (M&A and strategic growth initiatives) - Supported 2 LBO transactions in the $200M–$350M range

I'm Brandon, a top-rated data analyst and Excel expert, helping small businesses manage their data effectively to optimize their operations. I have over 20 years of experience. How I Can Help You: If you need assistance with anything Microsoft Excel-related, you've found your person!! With over 20 years of Excel experience, my skills include (but are not limited to): - Excel Scripting, Macros, VBA - Process Automation - Advanced & Complex Formula Creation - VLOOKUP, HLOOKUP, XLOOKUP - Advanced Conditional Formatting - Pivot Tables - Dashboard Creation - Data Manipulation - Data Extraction, Transformation, and Loading - Financial Statements (Income Statement, Balance Sheet, Cash Flow) Modeling & Creation Working With Me: Specializing means that I have an intimate understanding of your needs, operations, and priorities, which translates into efficient and effective processes. This allows you to get back to growing your business while I focus on your day-to-day activities. I communicate effectively and regularly; you'll always know what's happening with your project. About Me: I've spent the first 15 years working as a professional Accountant & Financial Analyst, mainly for a Fortune 100 company. Given my business background and technological skill sets, I am uniquely positioned to help you. I have a bachelor's degree in Accounting and a second bachelor's degree in Computer Science. "Working with Brandon has been a blast! He is a true professional. For our project he provided outstanding communication, meet all deadlines, and produced a great product. He took our vision and turned it into something that functions better than hoped. Can't wait to work with again." - Jason A. "I hired Brandon to create a VB script to auto manipulate a text file that would be repetitively used within our automation system. Brandon was very responsive, even through a hurricane that came through his town and knocked out power. What Brandon did not know he was able to confront and learn very quickly in order to meet the needs of the project. I would highly recommend Brandon, and hope to work with him in the near future." - Bryan S.