Welcome to my Upwork profile page! A little about me, I have twenty years of experience in accounting, bookkeeping, and customer service. I worked in-house as a bookkeeper within various industries for several years and began working for myself remotely eight years ago. I completed the following degree and certificates in 2020: *Business Administration/Accounting Degree *Accounting Technology Management Certificate *Accounting Technology Operations Certificate *Accounting Technology Specialist Certificate *QuickBooks Online Certified I pride myself on being extremely accurate, efficient, and communicative with my clients. I am proficient with both QuickBooks Desktop and QuickBooks Online programs. I look forward to working with you!

Core Daily/Weekly Bookkeeping Tasks: Record all income and expense transactions. Categorize transactions accurately in accounting software (QuickBooks, Xero, Zoho books, etc.). Reconcile bank accounts, credit cards, PayPal, Stripe, Square, Toast and other wallets. Maintain accounts receivable (send invoices, track payments). Maintain accounts payable (record bills, schedule vendor payments). Monthly Bookkeeping Tasks: Prepare monthly financial statements (P&L, Balance Sheet, Cash Flow). Match and reconcile marketplace payouts or merchant settlements. Review cash flow and highlight any issues. Process payroll or prepare data for payroll service. Track sales tax and prepare monthly/quarterly filings (if applicable). Quarterly Bookkeeping Tasks: Assist with tax compliance and provide financial data to the CPA. Review inventory records (if product-based business). Perform budget comparison or KPI review. Year-End Bookeeping Tasks: Close books and prepare all schedules for tax returns. Review/adjust entries for depreciation, accruals, and inventory. Ensure all vendors have correct details for 1099 filings (US). General Bookkeeping Responsibilities: Keep accurate and organized financial records. Maintain proper chart of accounts and bookkeeping structure. Communicate with owners about financial trends, cash issues, or unusual transactions. Help prevent errors by maintaining strong internal controls. And as a Virtual Assistant I have been doing: - Handle and organize communication via emails and phone calls. - Providing customer services to clients as the first point of contact. - Schedule meetings? travel and accommodations. - Ability to work with a team - Manage contact lists and organize calendars - Help automate workflows to improve efficiency - Create and review customer spreadsheets and keep online records.

I'm an accountant with over 20 years of experience in public, corporate, and cost accounting. I am a QBO Expert with an Advanced Certification. My passion lies in helping businesses keep their finances organized and up to date. Whether you're looking for monthly accounting services or just need your books cleaned up, I want to help!

You started your business for financial freedom, not to stress over tax filings, work more hours, and get frustrated with paperwork and receipts. As a QuickBooks ProAdvisor, I can help to remove those worries so that you can focus on running your business! Here are ways that I can remove the confusion around your money... so that you can make more money: • Provide clarity on your company's finances. This assists when making decisions on how to grow your company (examples: advertising, business financing, hiring help, etc.) • Keep track of your cash flow, so that you can understand your profits. • Execute the best methods to keep track of your expenses for tax savings. • Keep all accounts in balance and reconciled. • Provide monthly reports to show the financial standing of your business. These reports can also be forwarded to your accountant for easy tax filing. I talk with growing business owners all of the time and it’s always the same things that we talk about - the overwhelm around managing their business finances and not having the time to learn how, while also handling daily business operations. With years of experience, I have helped to solve this problem for others and I can gladly help you find your balance too. Let's work together to free you from the stress of bookkeeping so that you can focus on what you do best, which is building your business! Your load can be lighter with the help of a bookkeeper. Reach out today to find out how.

Hello, my name is Veronica, and I am a sole proprietor specializing in bookkeeping and tax services as an Enrolled Agent. With a strong focus on reliability, responsibility, and attention to detail, I offer comprehensive bookkeeping services tailored to your needs, whether it's weekly, monthly, quarterly, semi-annual, or annual. My expertise includes preparing and delivering the three major financial reports: Profit and Loss Statement, Balance Sheet, and General Ledger, ensuring your business stays organized and compliant. I'm committed to providing accurate, efficient, and professional financial management to help your business thrive. I do not outsource any of my work—everything is handled personally by me to ensure the highest level of quality and attention to detail. As an Enrolled Agent, I am also able to offer tax services, including tax projections and representation before the IRS and state agencies. I strive to help you take full advantage of available credits and tax deductions, ensuring that your tax filings are as beneficial and accurate as possible. With my expertise, you can have peace of mind knowing that your financial and tax matters are in capable hands.

Over the last 15 years, I have been develop for the wide range of a clerical work. such as typing, researching, making bank statement , accounting works , and I have customer service expertise. I have been in the banking industry for the past ten years and now I am currently working as Bookkeeper for more than 5 years. My most recent experience are bookkeeping like handling of profit and loss report, creating invoice and bill the clients in a regular basis, processing check , credit card and online payment, do some policy accounting report, preparing commission report. balancing of accounts, processing of companies payables, and some financial paperwork. One of the reason I enjoy this business is the challenges that go along with it, the opportunity to the do my job properly and efficiently. My real strength is attention to detail. I pride myself on my reputation that I can follow instructions and can meet the deadline. When I commit to doing something, I make sure it gets done, and on time. I am seeking opportunities to contribute to the company whose need my expertise in a clerical works. I am very much looking forward to have an interviewed with you and I will give my full cooperation for the possible training that may need in my future project.

I'm an accountant with over 20 years of experience. I have expertise in QuickBooks Online and other accounting software.

Hello! I have more than 7 years of Experience in US Accounts bookkeeping using Quickbooks. My expertise is bookkeeping and Bank/Credit card reconciliations. I am extremely knowledgeable in Quickbooks. I can make sure books are updated and the financial reports are ready for taxes. ✅ Upwork Top Rated Freelancer ✅ Professional Bookkeeper ✅ Full Charge Bookkeeper ✅ Certified QuickBooks Online Advanced ProAdvisor ✅ QuickBooks Cleanup & Catchup ✅ Bank Reconciliation ✅ Microsoft Excel Expert ✅ Quickbooks expert ✅ Expert Bookkeeper ✅ Real Estate Bookkeeper ✅ Balance Sheet, Profit and Loss, Cash Flow Statement reporting. Are you at the stage where your business is growing, and revenue is coming in, but managing your books feels overwhelming? Let me handle your bookkeeping and financial management so you can focus on growing your business. I'm here to support your success. With over a decade of experience in diverse industries such as restaurant, trading, real estate, property management, vacation rentals, e-commerce, technology, healthcare, manufacturing, automotive, nonprofit, digital marketing, and various service sectors, using QuickBooks Online. My services include transaction categorization, bank reconciliation, QuickBooks cleanup & catchup, and generating financial reports, balance sheet, profit and loss, and cash flow statements. I am a top-rated freelance bookkeeper with expertise in QuickBooks Online, Xero, Wave Accounting, cloud bookkeeping, and Excel. My skills include accounting, payroll processing, 1099 preparation for contractors, accounts payable, accounts receivable, and inventory management. I specialize in setting up charts of accounts, QuickBooks cleanup, catchup, and bank & credit card reconciliation. I excel at clearing backlog bookkeeping, implementing streamlined workflows, and generating up-to-date financial reports. Experienced full-charge bookkeeper skilled in managing all aspects of bookkeeping, including QuickBooks cleanup, balance sheet preparation, profit and loss reporting, and QuickBooks Online expertise. As a professional bookkeeper, I specialize in ensuring accurate financial records and providing actionable insights. My services include QuickBooks cleanup, bank reconciliation, and detailed reporting such as profit and loss and balance sheet analysis. Let this bookkeeper streamline your QuickBooks Online. QuickBooks cleanup is essential for businesses to ensure accurate financial records and efficient operations. With my expertise in QuickBooks cleanup, I can identify and correct errors, organize accounts, and optimize your financial data. Whether reconciling accounts, categorizing transactions, or addressing discrepancies, my QuickBooks cleanup services will restore your books to a reliable state. Trust my QuickBooks cleanup solutions for precise financial management and improved reporting. A skilled bookkeeper ensures accurate bank reconciliation for credit card transactions in QuickBooks Online. This process involves QuickBooks cleanup, matching credit card statements with records, and resolving discrepancies. Accurate bank reconciliation leads to precise balance sheet and profit and loss reports, enhancing financial clarity and compliance in QuickBooks Online. Creating a Balance Sheet in QuickBooks Online is essential for financial clarity. A bookkeeper performs QuickBooks cleanup and bank reconciliation to ensure accurate data. The balance sheet in QuickBooks Online reflects assets, liabilities, and equity. With accurate profit and loss statements, the balance sheet in QuickBooks Online provides a comprehensive view of your business's financial health. Managing real estate in QuickBooks Online involves efficient financial tracking and reporting. A bookkeeper performs QuickBooks cleanup and QuickBooks catchup, ensuring all transactions are up-to-date. With accurate bank reconciliation, you get precise balance sheets, profit and loss, and cash flow statements. Real estate in QuickBooks Online streamlines financial management for clarity and compliance. As an e-commerce bookkeeper, I'll integrate your Shopify, Amazon, and eBay with QuickBooks Online. I'll ensure accurate matching of daily sales, refunds, and store fees with QuickBooks bank feed to avoid double recording. I'll set up the chart of accounts properly and keep your books up-to-date, ensuring accuracy and financial clarity. I've Collaborated with 50+ US, UK, and Canadian clients as a Bookkeeper, managing chart of accounts, bookkeeping, Books Catchup, Cleanup, Reconciliation, and generating monthly financial statements like balance sheets, profit and loss, and cash flow. Thank you ! Kainat Mughul

I’m Jawed Ali, a seasoned accounting professional with 20+ years of experience turning complex financial data into clear, GAAP-compliant, and audit-ready books you can trust. I specialize in both cash-based and accrual-based accounting, customizing my approach to fit your business size, industry, and compliance needs, so you get accurate, timely financials without the stress. 🔥 What I Bring to Your Business: Dual Accounting Mastery: Deep knowledge of Cash-Based Accounting, perfect for small businesses tracking income and expenses when cash moves. Expertise in Accrual-Based Accounting, recording transactions when incurred, managing accounts receivable/payable, adjusting journal entries, and ensuring financial statements reflect true business performance. Software & Tools Proficiency: QuickBooks Online & Desktop, Xero, Zoho Books, Wave, FreshBooks, Sage, I speak your software language fluently. Advanced Microsoft Excel skills, pivot tables, VLOOKUP, INDEX/MATCH, macros, financial modeling, and automation to streamline reporting and analysis. Expert-level command of Google Sheets, complex formulas, dashboards, data validation, Apps Script, and workflow automation. Full-Cycle Accounting Services: General ledger management, journal entries, month-end/year-end close Bank, credit card, and vendor/customer reconciliations Financial statement preparation (P&L, Balance Sheet, Cash Flow) Budgeting, forecasting, and ratio analysis Payroll management via Gusto, QuickBooks Payroll, ADP, and Bill(dot)com Catch-up and clean-up projects to resolve backlogs and ensure audit readiness 🌍 Proven Global Experience Since 2009, I’ve empowered over 300 clients across the USA, Canada, UK, UAE, Australia, and Pakistan, delivering timely, accurate, and actionable financials to e-commerce stores, real estate firms, SMEs, and service-based businesses. 🚀 Why Clients Trust Me ✅ Accuracy & Compliance: Always GAAP-aligned, audit-ready, and error-free books. ✅ Timely Delivery: Never miss deadlines; proactive communication is my norm. ✅ Insightful Reporting: Beyond numbers, I provide data-driven insights to help you grow. ✅ Tech-Savvy Efficiency: Automating workflows to save time and reduce errors. 📩 Ready to transform your accounting? Whether you’re starting fresh, need cleanup, or want expert ongoing support, I’m here to make your financials crystal clear and stress-free. Let’s connect and elevate your business finances today! #Bookkeeping #Accounting #QuickBooks #Xero #ZohoBooks #WaveAccounting #FinancialReports #Payroll #BankReconciliation #CatchUpBookkeeping #CleanupBookkeeping #CashBasisAccounting #AccrualBasisAccounting #EcommerceBookkeeping #RealEstateAccounting #FinancialAnalysis #TaxPreparation #UpworkFreelancer #RemoteBookkeeper #FinancialManagement #CFOServices #StartupAccounting #NonProfitAccounting #ConstructionAccounting #HealthcareAccounting

I’ve worked in the accounting field for 25 years. I enjoy helping companies get their books in order and understand their financials. For the majority of my high-net-worth clients, I take care of their accounting needs from start to finish. I mainly work in QuickBooks but do have experience in Xero as well.