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Accounting, Business & Legal Consultation with Carl N.

4.9 · 37 reviews

Accounting, Business & Legal Consultation with Carl N.

4.9 · 37 reviews

Video consultation will include consultation in one or more of the following areas of work:
1. Bookkeeping or accounting in QuickBooks / Xero / Zoho Books / Wave.
2. Discussions on how to solve a mess in your books.
3. Consultancy regarding best practices to be followed for proper maintenance of books.
4. Setting up a chart of accounts.
5. Preparation of financial statements as per relevant GAAP.
6. Preparation of financials for the purchase of a business.
7. Preparation of financials for the sale of your business.
8. Personal and Business Tax Preparation
9. Personal and Business Effective Tax Rate Reduction.
10. Virtual CFO Consultation
Get personalized advice on:
Accounting Bookkeeping Business Consulting Financial Analysis & Valuation Financial Forecasting

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Carl N.Status: Offline

About Carl

Carl N.Status: Offline
CPA | Quickbooks, Xero, and Excel Guru | 15 Years of Experience
96% Job Success
4.9  (37 reviews)
Houston, United States - 1:39 am local time
Hey! I am a CPA with 15 years of experience working with some of the largest Fortune 500 companies in the world including: Google, Exxon Mobil, and HP inc.

I have a masters degree in accounting from University of Texas at Austin, a CPA licensed in Texas and also a Certified Quickbooks ProAdvisor. I have a passion for helping small businesses get a clear picture of their performance and metrics. That is why I started a bookkeeping firm.

My goal is to see satisfied clients who have an understanding of the financial health of their business. I am looking to grow my small bookkeeping business and I am looking to take on long term clients.

I offer customizable solutions tailor made to your business needs. I am new to Upwork, so I will charge a discounted price for a limited time as I grow my client base. I pay close attention to detail and will really go the extra mile for you and your business. I set clear objectives and expectations and over communicate to make sure my clients always feel comfortable and secure.

What to expect

Schedule the consultation
Choose from the freelancer’s available days and times.
Get advice for your custom needs
Share details about your project and what you want to talk about. The freelancer will review and reach out if they have questions.
Join the Zoom meeting
1-on-1 meeting with the freelancer to discuss your needs and project.
Approve the work
The freelancer will finish up the documents you asked for and send them to you for approval:
    Before the consultation

    Here’s what Carl will need to know before you meet

    1. Tell me about yourself and what you want to talk about
    2. Kindly message me before setting up video consultancy so that we can have an effective meeting relating to your issues or questions for the above-mentioned work
    Rating is 4.9 out of 5.
    (37)
    5 stars
    95% Complete
    (35)
    4 stars
    3% Complete
    (1)
    3 stars
    1% Complete
    (0)
    2 stars
    1% Complete
    (0)
    1 star
    3% Complete
    (1)
    AK
    Abdul K.
    5.0
    May 23, 2026
    solid guy, and a real expert. i recommend him
    KY
    Kurt Y.
    5.0
    Jul 26, 2025
    Carl was very knowledgeable and very efficient. Highly recommend!
    JK
    Jason K.
    5.0
    Jul 9, 2025
    Carl provided the perfect solution for an urgent issue.
    KT
    Kay T.
    1.0
    Apr 10, 2025
    Odd! Agreed, I approved contract, he quit!
    HS
    Henry S.
    5.0
    Apr 1, 2025