You will get Strategic Virtual CFO Services | Financial Planning & Analysis
Top Rated
Project details
Get expert Virtual CFO services for your small business. I provide financial planning & analysis, strategic guidance, accounting oversight, and tax planning to help you make informed decisions and improve your business's financial health.
Industry
Agriculture, Animals & Pets, Architecture & Interior Design, Arts & Design, Audio Services, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Cryptocurrency & Blockchain, Cybersecurity, Data Analytics, Ecommerce, Education, Energy, Engineering, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Government & Public Sector, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Music, Nonprofit, Photography, Real Estate, Religion & Spirituality, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & PublishingTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$100
|
Standard
$250
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 15 days |
Ratio Analysis | |||
Cost Variance Analysis | |||
Equity Research & Analysis | - | ||
Discounted Cash Flow | - | ||
Equity Valuation | - | - | |
Financial Statements | - | - |
106 reviews
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TK
Theoreme K.
Aug 25, 2026
Experienced Bookkeeper Needed for Monthly Accounting Support
GS
Gautam S.
Aug 19, 2026
2025 Corporate tax return
This is the second year I have worked with Nikita on my US corporate tax return and I am satisfied with the results. She has completed the work swiftly and accurately.
JS
Jennifer S.
Jul 14, 2026
QBO Cleanup
MS
Malcolm S.
Jul 1, 2026
Quarterly Financial Reporting for Taxes
Great work quality accounting.
AZ
Andrew Z.
Jun 26, 2026
Xero Bookkeeper for Cleanup Project
Nikita was excellent to work with. She responded professionally, understood the Xero cleanup needs quickly, and completed the work thoroughly and accurately. I appreciated her attention to detail and would gladly work with her again.
About Nikita
CPA, EA, Accountant, Bookkeeper, IRS Tax Preparer, 1040, 1120, 1065
95%
Job Success
Pune, India - 12:07 am local time
If you're looking for accuracy, clarity, and proactive tax savings, you're in the right place.
I’m Nikita Rohira, a Certified Chartered Accountant💼 (CPA equivalent) with Active PTIN and 9+ years of experience in U.S. accounting, bookkeeping, and tax preparation. I’ve worked with Deloitte and supported clients across startups, eCommerce, real estate, and service-based businesses.
**Top Rated plus on Upwork | Highly Endorsed by Clients**
I don’t just “file returns” , I take the time to understand your numbers, keep you compliant, identify potential issues, and help you make better tax and financial decisions.
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⭐What I Specialize In:
U.S. Tax Preparation & Filing
1. Form 1040, 1120, 1120-S, 1065
2. Foreign-owned LLCs (Form 5472 + Pro-Forma 1120)
3. S-Corp elections & tax strategy
4. Multi-state filings & compliance
Bookkeeping & Cleanup (QuickBooks Online/Desktop, Xero)
1. Catch-up & cleanup (messy books → audit-ready)
2. Bank/CC reconciliation & error fixing
3. Financial reporting (P&L, Balance Sheet, Cash Flow)
4. Multi-entity & multi-currency accounting
Advanced Tax & Advisory
1. Tax planning & reduction strategies
2. IRS compliance & audit support
3. Payroll, reasonable salary (S-Corp)
4. E-commerce (Shopify, Amazon, Stripe) accounting
Specialized Expertise
1. Real estate accounting (Schedule E, depreciation)
2. Digital nomads & international taxation (FEIE)
3. Non-resident / foreign-owned U.S. entities
4. Cleanup + restructuring for prior-year errors
Why Clients Choose Me:
- 8+ years of hands-on U.S. accounting & tax experience
- Strong background with Deloitte-level processes & accuracy
- Detail-oriented and proactive, I spot issues before they become problems
- Clear communication without confusing tax jargon
- Reliable, responsive, and deadline-driven
- Top Rated Upwork profile with strong client endorsements
Results I Deliver:
1. Clean, accurate, audit-ready financials
2. Maximized deductions & optimized tax positions
3. Peace of mind with full IRS & state compliance
4. Structured systems that scale with your business
Software Proficiency:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Wave
- Appfolio
- Clio
- Quicken
- Zoho Books
- Drake Software
- Lacerte
- ProConnect
- ProSeries
- TaxAct
- CCH Axcess
- FreshBooks
- Puzzle Software
Industry Experience:
- E-commerce Accounting
- Healthcare Accounting
- Content Creator Accounting
- Drop Shipping Accounting
- Venture Capital Accounting
- Tech Clients
Steps for completing your project
After purchasing the project, send requirements so Nikita can start the project.
Delivery time starts when Nikita receives requirements from you.
Nikita works on your project following the steps below.
Revisions may occur after the delivery date.
Client Onboarding and Financial Assessment
I will begin by onboarding the client and gathering essential information to thoroughly understand their business, current financial status, and specific goals.
Financial Planning and Strategy Development
This includes creating detailed financial forecasts, budgets, and performance metrics, as well as providing expert advice and guidance on critical financial decisions such as pricing strategies, cost optimization, and potential investment.