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CPA - Tax & Accounting Services: Tax prep, Tax Debt Resolution, Monthly Bookkeeping...etc.

CPA - Tax & Accounting Services: Tax prep, Tax Debt Resolution, Monthly Bookkeeping...etc.

$75-75 / hr
Job Success Score: 0.98115
Wellston, United States
Relevant agency member
Wellston, United States
Eric R. CPA - Tax - Accounting
Startup Controller

Startup Controller

$65 / hr
$90,088
Top Rated
Job Success Score: 0.98835
LOS ANGELES, United States
Greetings from Hollywood! My years of experience coupled with my love of learning new things has kept me at the cutting edge of accounting systems and automation. I know many apps and programs, including QuickBooks, Xero, Wave, and AccountingSuite. My Excel and reporting skills are very good, as are my organizational skills. I have worked with multi-state startups so I know payroll, sales, and local tax rules. I have a BS in Accounting and a Masters in Taxation. And I served in the Peace Corps in Poland.
Greetings from Hollywood! My years of experience coupled with my love of learning new things has kept me at the cutting edge of accounting systems and automation. I know many apps and programs, including QuickBooks, Xero, Wave, and AccountingSuite. My Excel and reporting skills are very good, as are my organizational skills. I have worked with multi-state startups so I know payroll, sales, and local tax rules. I have a BS in Accounting and a Masters in Taxation. And I served in the Peace Corps in Poland.
Start Ups Mature company consulting and accounting

Start Ups Mature company consulting and accounting

$100 / hr
$13,468
Job Success Score: 0.78945
Garden Grove, United States
Over 35 years experience of auditing and consulting. Public company experience in financial statement preparation, auditing, audit prep and consulting. Experience included development and training for Fortune 500 company internal operational audit program. Merger and acquisitions of small market companies. Consulting projects for foreign investor visa projects. EB-5 and L-1 visas. Tax planning and compliance. IRS representation. Start up company consulting Quickbooks experience
Over 35 years experience of auditing and consulting. Public company experience in financial statement preparation, auditing, audit prep and consulting. Experience included development and training for Fortune 500 company internal operational audit program. Merger and acquisitions of small market companies. Consulting projects for foreign investor visa projects. EB-5 and L-1 visas. Tax planning and compliance. IRS representation. Start up company consulting Quickbooks experience
Certified ProAdvisor - Full-Charge Bookkeeper - QuickBooks Expert

Certified ProAdvisor - Full-Charge Bookkeeper - QuickBooks Expert

$75 / hr
$117,705
Top Rated
Job Success Score: 1
Laredo, United States
I am a Certified ProAdvisor and work exclusively with QuickBooks. My specialty is catch-up and clean-up of company files. Additionally, I offer full-cycle accounting services, training, troubleshooting, consulting, file set-up and more. Most of my clients are small to mid-size companies that don't have the funds or need for a full-time accountant or bookkeeper. It is my goal to assure clients that their accounting is being taken care of, so that they may focus their valuable time and resources in other areas such as promoting company growth and increasing profits. I will take care of the legwork of your tax return and then assist your CPA if needed, saving you their time and your money
I am a Certified ProAdvisor and work exclusively with QuickBooks. My specialty is catch-up and clean-up of company files. Additionally, I offer full-cycle accounting services, training, troubleshooting, consulting, file set-up and more. Most of my clients are small to mid-size companies that don't have the funds or need for a full-time accountant or bookkeeper. It is my goal to assure clients that their accounting is being taken care of, so that they may focus their valuable time and resources in other areas such as promoting company growth and increasing profits. I will take care of the legwork of your tax return and then assist your CPA if needed, saving you their time and your money
Expert Accountant with 20+ years of business consulting experience

Expert Accountant with 20+ years of business consulting experience

$100 / hr
$8,520
Top Rated
Job Success Score: 1
Fishers, United States
With a solid foundation of knowledge in my 20+ year career of public accounting, I am interested in assisting other business owners meet and exceed their goals. My knowledge and background in small to medium size business accounting provides a strong foundation that allows for accurate, thorough work and creative solutions to stumbling blocks. Further, I consider myself extremely computer literate and have extensive experience with several different software programs. Over my many years, I have had the opportunity to familiarize myself with a variety of accounting services ranging from financial assurance services to general accounting services. You will find me to be an exceptionally versatile contractor with a comfortable demeanor which gives me the ability to command taxing situations while encouraging a sensible, composed atmosphere. I am confident that my detail oriented work habits will add to the efficiency of your organization while my positive attitude will make me a seamless addition to your team. "Joshua is a great person, a hard worker, very easy to get along with and very, very knowledgeable when it comes to accounting issues. He is truly an expert in his field. I would trust him to manage any accounting department and prepare the financial statements with integrity and honesty. Joshua is one of the most knowledgeable and talented accountants and consultants I have ever met." - Barbara B., CFO/Controller of a not-for-profit organization with $40M in annual revenue "As a small business owner for over 10 years, I thought I could handle the operations, sales and the financial accounting aspect of my business. However, in talking to Joshua just one time, I could see clearly that I was doing myself a disservice thinking I could do all of those things and still try and grow the business. Bringing Joshua onto our team has finally allowed me to breathe as a business owner, and he has also allowed me to take some much needed time off in the evenings and the weekends. Joshua is now entrusted to handle all of the accounting for my company and he does it efficiently and effectively; however, the most valuable aspect of his services would be his business acumen and helping me give much needed attention to certain areas of my business." - Matt Q., Owner of a manufacturing company with $1.5M in annual revenue Thank you for your time and consideration. I look forward to speaking with you soon.
With a solid foundation of knowledge in my 20+ year career of public accounting, I am interested in assisting other business owners meet and exceed their goals. My knowledge and background in small to medium size business accounting provides a strong foundation that allows for accurate, thorough work and creative solutions to stumbling blocks. Further, I consider myself extremely computer literate and have extensive experience with several different software programs. Over my many years, I have had the opportunity to familiarize myself with a variety of accounting services ranging from financial assurance services to general accounting services. You will find me to be an exceptionally versatile contractor with a comfortable demeanor which gives me the ability to command taxing situations while encouraging a sensible, composed atmosphere. I am confident that my detail oriented work habits will add to the efficiency of your organization while my positive attitude will make me a seamless addition to your team. "Joshua is a great person, a hard worker, very easy to get along with and very, very knowledgeable when it comes to accounting issues. He is truly an expert in his field. I would trust him to manage any accounting department and prepare the financial statements with integrity and honesty. Joshua is one of the most knowledgeable and talented accountants and consultants I have ever met." - Barbara B., CFO/Controller of a not-for-profit organization with $40M in annual revenue "As a small business owner for over 10 years, I thought I could handle the operations, sales and the financial accounting aspect of my business. However, in talking to Joshua just one time, I could see clearly that I was doing myself a disservice thinking I could do all of those things and still try and grow the business. Bringing Joshua onto our team has finally allowed me to breathe as a business owner, and he has also allowed me to take some much needed time off in the evenings and the weekends. Joshua is now entrusted to handle all of the accounting for my company and he does it efficiently and effectively; however, the most valuable aspect of his services would be his business acumen and helping me give much needed attention to certain areas of my business." - Matt Q., Owner of a manufacturing company with $1.5M in annual revenue Thank you for your time and consideration. I look forward to speaking with you soon.
Portfolio: 1
Part-Time CFO & Controller/Management Consultant/MBA

Part-Time CFO & Controller/Management Consultant/MBA

$90 / hr
$96,001
Top Rated
Job Success Score: 1
Washington, United States
I am an accomplished accounting and financial professional with more than 20 years of experience working primarily with small businesses, associations and nonprofits. I have served as a senior level executive holding various positions including CFO, Vice President, Treasurer, Director of Accounting, Director of Finance, Mergers and Acquisitions, Program Control/Internal Auditor and various Controllerships. In those capacities, I have effectively managed the responsibilities that accompany those positions at trade associations, nonprofit foundations, professional consulting firms and in the software, technology, healthcare, retail and government contracting sectors. Below are some additional qualifications and accomplishments: • Specialize in applying “best practices” in all aspects of the accounting cycle to small and medium size businesses, nonprofit organizations and trade associations. These practices were learned by having worked for and with more than 75 small to mid-sized organizations. • Dozens of accounting conversions from cash-based to accrual-based accounting in accordance with GAAP. • Designed extensive budget for trade association covering all revenues and operational expenses and detailed budgets for all events based on historical expenses and attendance. • Responsible for all financial report preparation, analysis and presentation of the results and accompanied analytics to executive management and Board of Directors. • Authored, with Board approval, a full cycle accounting polices and procedures manual. • Advanced knowledge of revenue recognition including SOP 97-2, 98-9, 81-1, SAB 104 and financial reporting including FAS 116 and 117 for nonprofits 501(c)(3) and 501(c)(6) organizations. • A Certified QuickBooks User and extensive hands on experience with MAS 90, MAS 200, Microsoft Dynamics GP, PeachTree, Oracle Financials, PeopleSoft and various other accounting software packages. Expert knowledge of Microsoft Excel. Specialties Trade Associations • Non-Profit Organizations • Small Businesses • Professional Associations • Financial Reporting & Analysis • Policies & Procedures • Forecasting & Budgeting • Cash & Treasury Functions • Audits • Business Productivity & Performance Improvement • GAAP • M&A • Due Diligence • Acquisition Integration • Risk & Internal Controls • Business Turnaround • Leadership & Strategic Planning • Accounting Systems & System Implementation
I am an accomplished accounting and financial professional with more than 20 years of experience working primarily with small businesses, associations and nonprofits. I have served as a senior level executive holding various positions including CFO, Vice President, Treasurer, Director of Accounting, Director of Finance, Mergers and Acquisitions, Program Control/Internal Auditor and various Controllerships. In those capacities, I have effectively managed the responsibilities that accompany those positions at trade associations, nonprofit foundations, professional consulting firms and in the software, technology, healthcare, retail and government contracting sectors. Below are some additional qualifications and accomplishments: • Specialize in applying “best practices” in all aspects of the accounting cycle to small and medium size businesses, nonprofit organizations and trade associations. These practices were learned by having worked for and with more than 75 small to mid-sized organizations. • Dozens of accounting conversions from cash-based to accrual-based accounting in accordance with GAAP. • Designed extensive budget for trade association covering all revenues and operational expenses and detailed budgets for all events based on historical expenses and attendance. • Responsible for all financial report preparation, analysis and presentation of the results and accompanied analytics to executive management and Board of Directors. • Authored, with Board approval, a full cycle accounting polices and procedures manual. • Advanced knowledge of revenue recognition including SOP 97-2, 98-9, 81-1, SAB 104 and financial reporting including FAS 116 and 117 for nonprofits 501(c)(3) and 501(c)(6) organizations. • A Certified QuickBooks User and extensive hands on experience with MAS 90, MAS 200, Microsoft Dynamics GP, PeachTree, Oracle Financials, PeopleSoft and various other accounting software packages. Expert knowledge of Microsoft Excel. Specialties Trade Associations • Non-Profit Organizations • Small Businesses • Professional Associations • Financial Reporting & Analysis • Policies & Procedures • Forecasting & Budgeting • Cash & Treasury Functions • Audits • Business Productivity & Performance Improvement • GAAP • M&A • Due Diligence • Acquisition Integration • Risk & Internal Controls • Business Turnaround • Leadership & Strategic Planning • Accounting Systems & System Implementation
Portfolios: 2
Accounting, bookkeeping, taxes, consulting

Accounting, bookkeeping, taxes, consulting

$50 / hr
$19,374
Cleveland Heights, United States
InterWorks helps small businesses manage their business by providing vital services such as bookkeeping, payroll, tax preparation, and other accounting services. This allows businesses to focus on their core competencies - production, marketing, sales, or whatever their expertise. InterWorks can perform bookkeeping, payroll processing, and tax preparation for businesses within any industry.  And our bookkeeping services include monthly financial analysis at no extra cost!  We try to give our clients the most for their money.  Need more in-depth project work? Not a problem.  InterWorks consultants can help with business planning, profit improvement, business growth, among other needs.
InterWorks helps small businesses manage their business by providing vital services such as bookkeeping, payroll, tax preparation, and other accounting services. This allows businesses to focus on their core competencies - production, marketing, sales, or whatever their expertise. InterWorks can perform bookkeeping, payroll processing, and tax preparation for businesses within any industry.  And our bookkeeping services include monthly financial analysis at no extra cost!  We try to give our clients the most for their money.  Need more in-depth project work? Not a problem.  InterWorks consultants can help with business planning, profit improvement, business growth, among other needs.
Portfolio: 1
CPA, Real Estate Accounting

CPA, Real Estate Accounting

$50 / hr
Top Rated
Job Success Score: 1
Matthews, United States
I am a licensed CPA (Certified Public Accountant) with a Masters of Accountancy. I have over twenty years of hands on accounting experience. I help positive, purpose-driven real estate investors and business owners make smarter accounting decisions with their money to grow their investments. I have worked with entrepreneur companies as well as corporations performing accounting and consulting work. My strength is accounting challenges where I can continue to learn and expand on my knowledge. English is my native language. Business specialty: Real estate Legal Service companies Services Provided: Accounting Bookkeeping Payroll QuickBooks Desktop or Online (Online Certification) Xero (Certified Advisor)
I am a licensed CPA (Certified Public Accountant) with a Masters of Accountancy. I have over twenty years of hands on accounting experience. I help positive, purpose-driven real estate investors and business owners make smarter accounting decisions with their money to grow their investments. I have worked with entrepreneur companies as well as corporations performing accounting and consulting work. My strength is accounting challenges where I can continue to learn and expand on my knowledge. English is my native language. Business specialty: Real estate Legal Service companies Services Provided: Accounting Bookkeeping Payroll QuickBooks Desktop or Online (Online Certification) Xero (Certified Advisor)
Portfolios: 2
CPA/Attorney

CPA/Attorney

$85 / hr
$172,227
Top Rated
Job Success Score: 1
Cary, United States
Another successful tax season is in the books, and this was my third year assisting my clients on the Upwork platform! With many of my clients, we are now switching gears to tax planning, accounting oversight, and managing their ongoing legal and contractual needs. I am a licensed CPA and Attorney who has over ten years of tax experience. As a CPA, I handle tax preparation, QuickBooks consulting, financial analysis, business consulting, and monthly accounting. As an Attorney, I handle tax research, taxpayer debt resolution, tax consulting, taxpayer representation, business formation, and business contracts. Since joining Upwork in November 2016, I have performed a variety of different services for my clients. Here is a brief explanation of some of these services: Tax resolution & representation- Schedule C filers and other small business owners are a large focal point of the IRS. I have helped small business owners in various stages of collections resolve outstanding tax debts and I have assisted with IRS examinations. Tax research- I have assisted individual and business taxpayers who live or work abroad with determining the tax implications of their foreign income and I have assisted U.S. taxpayers with information on business deductions, methods of accounting, estate taxes, and other compliance-related questions. Tax preparation- Filing taxes on a timely and accurate basis should be a priority for all businesses. I would enjoy assisting you with your individual and business tax filings this year, as well as calculating your quarterly tax payments! Financial statement analysis- I have assisted business owners with analysis of their own company financials and I have assisted attorneys with analysis of their own clients' financials and opposing party financials. Business consulting- I have assisted business owners with key business decision-making involving investments, selling a complete business, and selling LLC membership. Accounting services- I have assisted business owners with getting their books in order and generating accurate and meaningful financial statements within their accounting software of choice. My clients generally use QuickBooks Online, but I am open to assisting clients with other software choices as well. Above all else, my priority is ensuring that my clients receive high-quality work and that I communicate with them each step of the way. I enjoy working on a variety of tasks, and I look forward to helping you with your business needs!
Another successful tax season is in the books, and this was my third year assisting my clients on the Upwork platform! With many of my clients, we are now switching gears to tax planning, accounting oversight, and managing their ongoing legal and contractual needs. I am a licensed CPA and Attorney who has over ten years of tax experience. As a CPA, I handle tax preparation, QuickBooks consulting, financial analysis, business consulting, and monthly accounting. As an Attorney, I handle tax research, taxpayer debt resolution, tax consulting, taxpayer representation, business formation, and business contracts. Since joining Upwork in November 2016, I have performed a variety of different services for my clients. Here is a brief explanation of some of these services: Tax resolution & representation- Schedule C filers and other small business owners are a large focal point of the IRS. I have helped small business owners in various stages of collections resolve outstanding tax debts and I have assisted with IRS examinations. Tax research- I have assisted individual and business taxpayers who live or work abroad with determining the tax implications of their foreign income and I have assisted U.S. taxpayers with information on business deductions, methods of accounting, estate taxes, and other compliance-related questions. Tax preparation- Filing taxes on a timely and accurate basis should be a priority for all businesses. I would enjoy assisting you with your individual and business tax filings this year, as well as calculating your quarterly tax payments! Financial statement analysis- I have assisted business owners with analysis of their own company financials and I have assisted attorneys with analysis of their own clients' financials and opposing party financials. Business consulting- I have assisted business owners with key business decision-making involving investments, selling a complete business, and selling LLC membership. Accounting services- I have assisted business owners with getting their books in order and generating accurate and meaningful financial statements within their accounting software of choice. My clients generally use QuickBooks Online, but I am open to assisting clients with other software choices as well. Above all else, my priority is ensuring that my clients receive high-quality work and that I communicate with them each step of the way. I enjoy working on a variety of tasks, and I look forward to helping you with your business needs!
Group: 1
Payroll Processing Expert

Payroll Processing Expert

$40 / hr
$20,802
Edinburg, United States
Melissa Hinojosa-Zamora believes that experience serves as the foundation for her business, Just Payroll Co. Just Payroll Co. was founded on the idea of delivering accurate and efficient payroll processing while providing superior customer service. Melissa earned a B.A. in Business Administration while working for a CPA firm. She has over 20 years experience in the field of accounting. Her specialized payroll and payroll tax compliance experience includes: ​ Start - Up business set up and consulting Multi-State Payroll Tax & Compliance in the PEO setting Texas Workforce Commission Auditor Worker Compensation Insurance Premium Auditor Quickbooks, QBO, Excel Data integration from various software platforms.
Melissa Hinojosa-Zamora believes that experience serves as the foundation for her business, Just Payroll Co. Just Payroll Co. was founded on the idea of delivering accurate and efficient payroll processing while providing superior customer service. Melissa earned a B.A. in Business Administration while working for a CPA firm. She has over 20 years experience in the field of accounting. Her specialized payroll and payroll tax compliance experience includes: ​ Start - Up business set up and consulting Multi-State Payroll Tax & Compliance in the PEO setting Texas Workforce Commission Auditor Worker Compensation Insurance Premium Auditor Quickbooks, QBO, Excel Data integration from various software platforms.