Financial Planners & Advisors

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  1. Tasha Preisner

    Tasha Preisner

    Tax Preparer a Bookkeeper

    United States - Last active: 17 days ago - Tests: 1

    I am a freelance bookkeeper, Quickbooks expert, and tax preparer with nearly a decade of experience. I started my own practice in February of 2012 to help small businesses by giving them access to professional skills without having to hire a full time bookkeeper. Don't spend your valuable time doing your bookkeeping. Spend your time doing what you do best, and let me help you by doing what I do best. Check out my website at www.TashaPreisner.com. Service Description I can set up your bookkeeping system and teach you how to use it. I can be your full charge bookkeeper. I can fix your Quickbooks glitches. I can prepare your taxes. I can do your payroll. I am excellent with: Quickbooks Pro, Nonprofit, Online, Enterprise, and many others.

    $33.33 /hr
    17 hours
    0.00
  2. Josephine C.

    Josephine C.

    Experienced Bookkeeper with Management Accounting skills.

    Australia - Last active: 2 days ago

    Have founded, owned & operated 3 x SME (Small to Medium Enterprises) in the last 20 years in printing, office automation and childcare industries: all successful businesses. A competent bookkeeper with advanced skills, I am able to prepare accounts, report on performance, provide management with accurate financial information and prepare for end of financial year reporting, including accruals, for Company accountant. Confident to tidy up existing accounts or set-up for a new company. Confident with NZ and getting experience with Australian practices. Confident with MYOB, Xero and will quickly learn any other accounting programme.

    $33.33 /hr
    269 hours
    0.00
  3. Daniel L.

    Daniel L.

    Excel expert and VBA proficient

    Israel - Last active: 1 month ago - Tests: 3

    I am Creative, Analytic with User oriented view. In the last months i have worked with various clients (big companies and small) and assisted them with excel tools such as business plans, budget, selling tool, analyzing data, pricing, inventory management. I am trying to create simple solutions to complex problems :)

    $40.00 /hr
    0 hours
    0.00
  4. Darryl Stephens

    Darryl Stephens

    Small Business Consultant

    United States - Last active: 2 months ago - Tests: 5 - Portfolio: 1

    I’m the Lead Business Plan Writer for VIDSION Small Business Solutions (www.thevidsion.com). I have an M.B.A. with a concentration in Supply Chain Management and Finance and have several years of experience in consulting for business of all sizes. I have written and reviewed business plans for small to medium sized business as well as written marketing plans and consulted for medium to large sized corporations. Before pursuing an M.B.A. I owned and operated a business for several years.

    $30.00 /hr
    0 hours
    0.00
  5. Klint Lewis

    Klint Lewis

    Certified Public Accountant

    United States - Last active: 9 days ago - Portfolio: 1

    Professional experience includes audits, reviews, compilations, due diligence, bookkeeping, financial modeling, sale side transactional consulting, and other consulting projects for companies in a wide range of industries from software to manufacturing to banking. -Bachelors of Arts in Accounting - California State University, Fullerton -MBA with an Accounting Emphasis - Utah State University, John M. Huntsman School of Business -Certified Public Accountant in California and Utah Proficient in US GAAP and working with companies with international operations - Extensive experience managing small to large projects. Depending on size of project have teams of people available.

    $150.00 /hr
    0 hours
    0.00
  6. Olga Vykhvaten

    Olga Vykhvaten

    IFRS/US GAAP Reporting Specialist/Financial Analyst/Consultant

    Ukraine - Last active: 27 days ago

    I'm looking for a challenging freelance position with opportunity for professional growth and developing leadership skills. I aspire to grow both personally and professionally together with successful, enthusiastic, outgoing and purposeful team and global organization as the whole. I strive for expanding my professional profile, improving and utilizing my knowledge and skills. I have had considerable experience in Financial reporting and analysis area. I have enjoyed the challenge of continuously applying the best accounting practices including participation in audit procedures and in-depth involvement in the full range of compliance issues to help deliver business goals. My English language knowledge is based on academic education, different English courses, Toastmasters community meetings and my continuously practical working experience. I’m experienced in preparing presentations and writing business overviews.

    $40.00 /hr
    0 hours
    0.00
  7. Rokas L.

    Rokas L.

    Finance Professional

    Lithuania - Last active: 2 months ago - Tests: 8 - Portfolio: 2

    I have 10+ years of working experience including: - 5+ years in finance/M&A/investment field - 3+ years in real estate field - 7+ years at management level (with people under my supervision) I am familiar with many sectors and financial models and valuation methods. CEE (Central Eastern Europe) markets and business valuation are my specialties. Also I am a developer (author) of the financial website: www.investingforbeginners.eu and author of the book on investing - Investing for Beginners Exposed - which was the bestseller in home market. Currently I am private investor (have 10+ years of investing experience) and freelancer.

    $49.00 /hr
    0 hours
    0.00
  8. Andrea Nield

    Andrea Nield

    Business Consultant

    United States - Last active: 1 month ago

    Andrea, an innovation weaver, makes things happen. She specializes in leveraging ideas, new discoveries, new knowledge, new insights and building collaborative ventures. Andrea solves problems in both service and manufacturing business sectors. Areas of expertise include not only basic business planning (including strategic plans, marketing plans, communication plans etc), market research, operating and financial structures of business enterprises but also project management, feasibility analysis, product development & life cycle planning, competitor analysis, pricing formulas & strategy, technology development and improvement, commercialization of defense technologies, manufacturing process improvement, SBIRs and STTRs, SWOT analysis, sales forecasting, cash flow analysis, risk management, public relations, employee management, policy & procedure development, risk management, succession planning, general & cost accounting, inventory management, sources of capital, and more. Additionally, Andrea is very knowledgeable in business incentives, economic recovery/stimulus tools, and regularly leverages a well-established strong business network throughout the State of CA and the Federal government.

    $75.00 /hr
    0 hours
    0.00
  9. Brian K.

    Brian K.

    Highly capable and experienced Excel expert

    Australia - Last active: 2 months ago - Tests: 2 - Portfolio: 2

    I have more than 20+ years hands on experience working with Excel. Over this time I have quite literally created, developed and enhanced hundreds of Excel spreadsheets (everything from small calculation spreadsheets, through to daily KPI monitoring tools/graphs to mission critical business decision dashboards to highly complex integrated spreadsheets that extract and manipulate date from a SQL Server back-end). I am a VERY strong believer that Excel should be working for you and not you for it. I have the hands on experience and essential know-how to get your project completed quickly and to a very high quality. I now run my own private consulting company that specialises in providing expert Excel services to small/medium businesses - helping them get on with the business of running their business. (www.krisanskiconsulting.com) I also run (and write the content for) a specialised website devoted to sharing tips, tricks and practical advice to Excel users. Should you award the project to myself, you will receive a quality outcome in an agreed upon short time frame. Looking forward to hearing back from you and working together.

    $66.67 /hr
    0 hours
    0.00
  10. Troy Ducre

    Troy Ducre

    Business and Management Consultant

    United States - Last active: 1 month ago

    Senior Business/IT Project Manager SOFTWARE DEVELOPMENT | ENTERPRISE IMPLEMENTATIONS | SYSTEMS MIGRATIONS/INTEGRATIONS • Experienced project manager offering 11 years of success leading all phases of diverse technology projects; Master Degree in Business Administration and BS in accounting. Most of my career has been spent in the technology environment managing various projects in technology and business. • Strategic and Tactical planning; plan and managed multimillion-dollar projects aligning business goals with technology solutions to drive process improvements, cost reductions competitive advantage and higher profitability. • Excellent communicator; leverage technical, business and financial skills to communicate effectively with committee members, project sponsor and their respective teams. • Expert in key project management methodologies. Able to manage large projects with critical subprojects and accomplish deliverables that meet or exceed timeline and budgetary targets.

    $45.00 /hr
    0 hours
    0.00