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Accounting, Business & Legal Consultation with Daniel Allan M.

Accounting, Business & Legal Consultation with Daniel Allan M.

As a seasoned accountant, QuickBooks Online expert, and advanced ProAdvisor, I’m competent in identifying areas in your operations that need enhancement and configuring suitable workflows that meet your business needs or solve your challenges. Integrating with specialized 3rd party apps, I help to develop customized solutions that simplify, summarize, or automate repetitive business tasks and workflows while maintaining Internal Controls, Checks, and Balances. Thus helping to achieve your business goals.
Concerning QuickBooks Online, I’ll advise on;
QuickBooks Online Diagnosis Audit on erroneous Business Accounts by using a Checklist to analyze data, and Test from 'Source Journals' to identify erroneous Transactions & Accounts.
Troubleshoot Bank Feed Matches, Troubleshoot Beginning Balances, and apply Advanced Bank Rules.
Set up a ’New QBO Company' of Business from Scratch, with a customized Chart of Accounts.
Configure Settings to Capture: Delayed Charges, Progress Invoicing, Billable Expenses and Time, and Inventory Management.
Advanced Categorizations: Job, Customer, Location, or Class Tracking & Projects.
Administrative Support Services.
Looking forward to hearing from you.
Get personalized advice on:
Accounting Bookkeeping Business Consulting Financial Analysis & Valuation Financial Forecasting cloud application erp software quickbooks online accounting advisory small business administration

You’re covered with payment protection so you can cancel and get a full refund up to 24 hours before your consultation.

Daniel Allan M.Status: Offline

About Daniel Allan

Daniel Allan M.Status: Offline
QuickBooks Accountant, ERP Solutions Architect & SMB ProAdvisor
Nairobi, Kenya - 10:52 pm local time
If managing your business finances feels draining and leaves little time to focus on growth, you’re in the right place. I specialize in helping Small and Medium-sized Enterprises (SMEs) transition from financial frustration to streamlined, automated systems that enable leaner operations and empower smarter decision-making for sustainable growth.

My Expertise

With over 15 years of hands-on accounting experience and a suite of Intuit QuickBooks Advanced ProAdvisor certifications, I excel in three core areas:
Practical Accounting Skills: I have extensive experience in cloud app integration and workflow automation, optimizing productivity for distributed remote teams.
Continuous Learning: My membership in professional communities keeps me up to date on business process improvements and solutions.
Specialization: As a QuickBooks Online Solutions Architect and Certified Advanced ProAdvisor, I serve diverse sectors, including professional services, consulting, property management, and trade services.

Credentials

As a graduate of the United States International University – Africa, holding a BSc in IBA with an Accounting Concentration, and a CPA-intermediate together with “Intuit Academy Professional Bookkeepers” certificate, I have a strong foundation in accounting functions and a deep understanding of how QuickBooks operates in the accounting field. My AI and Advanced Excel qualifications, including “Claude 101” and “Copilot with Excel,” highlight my ability to use AI for effective business analysis and forecasting in strategic decision-making. With over 8 years specializing in QuickBooks Online and cloud app integration on a Business Process Outsourcing basis, I effectively align business processes with client needs, ensuring sound strategic solutions.
My active ProAdvisor Academy credentials (including QuickBooks Online Accountant Level 2 and Advanced Banking Knowledge Badge) authorize me to coach users, onboard clients to new app integration tools, and share benefits with first-time users. Staying current with ProAdvisor Academy updates allows me access to the latest tools and benefits in the Intuit Accountants Apps Center.

Core Service Delivery

I offer a full range of accounting services, including new QuickBooks company setup and migration, Accounts Payable and Receivable management, Ledger Accounts, Bank and Credit Card Reconciliations, Month-end and Year-end Transactions and Journal Adjustments reconciliations, Accounts catch-up services, Product/Service Items creation and Mapping, Inventory Adjustment and reconciliation, Depreciation, Long-term Loan Amortization and transactions capture, Diagnostic Audit and Clean-up. Thereafter, I process Financial Statements compliant with GAAP, IFRS, and Statutory standards, and configure advanced QuickBooks settings tailored to each client’s business operations structure. My clients consistently rate my performance 5.0 stars for accuracy, communication, and results.

Cloud-apps Integration & Productivity Tools

As a Cloud App Integration Specialist, I connect POS systems, payment platforms, and SaaS tools to the QuickBooks ecosystem. This automation reduces errors and processing time, typically delivering a 20% improvement in cash flow, a 40% reduction in financial processing time, and up to 35% business growth for key engagements. I’m proficient in applying multimodal LLM tools, including Claude Sonnet 4.6, ChatGPT GPT-5 with custom GPT integrations, and Gemini 3, and integrating them with specialized tools to develop solutions tailored to unique client needs. I use Copilot in Excel to connect and interpret key relationships in business variable data to develop actionable growth strategies, leveraging custom industry benchmarking (NAICS) for a practical, realistic evaluation. I'm also proficient in prompt engineering and have experience with AI data labeling programs, ensuring integration of innovative solutions tailored to client needs.

Community Engagement, Collaboration & Solutions Developer

My involvement in the Dropbox and Google PE (Product Expert) communities, where we constantly engage and seek solutions to common challenges faced by business owners and app users, puts me in an ideal position to access relevant, reliable solutions supported by professional tools and experience. My volunteer work as a Swahili Translator for the YouVersion Bible App has enhanced my cross-cultural communication skills.
Active participation in the QuickBooks Community and ProAdvisors Academy keeps me informed of current trends and proven solutions. This engagement ensures my practice remains at the forefront of industry developments, enabling me to provide my clients with valuable, up-to-date services.

If you're ready to replace financial frustration with streamlined solutions, I’m here to help you navigate your business's financial landscape with confidence.

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 Daniel Allan will need to know before you meet

    1. Tell me about your Business or Organization, and its Industry? What is your need (s), challenge (s), or goal/objective (s)? What products or services do you deal with? Which ERP Software, or other App's do you use in your business?
    2. Depending on the scope and nature of the Task or Project, are you willing to provide; access to your Accounts, Financial Statements, Reports, Documents, or information that may be required, to accomplish the task? Please state any limitations!
    3. How can I reach you promptly, at what times, and in which Time Zone, if need be? We can mutually agree on this aspects during our meeting! Thank you.

    Frequently asked questions