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Rating is 4.7 out of 5.
4.7/5
based on 326 client reviews
  2. Finance & Accounting Talent
  3. (Current) Financial Managers
  • $15 hourly

    • 4.8/5
    • (151 jobs)
    I have an excellent track record and more than 15 years of extensive experience ready to help your company in unlocking your potential and excel in the following areas: A. CPA & Bookkeeper Functions: 1. Independent full-time Accountant/Bookkeeper for US, Canada, UK & Australian-based small and medium companies. (Quickbooks, XERO, Zoho, MYOB) 2. Corporate Finance (CFO Level) a) Financial Analysis and Reporting b) Business analysis and planning c) Budgeting and Financial forecasting & modeling d) Financial Statements Audit/Review/Compilation e) Other financial services
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Financial Modeling
    Technical Analysis
    Financial Prospectus Writing
    Xero
    Business Valuation
    Accounting Report
    Accounts Payable Management
    Management Consulting
    Accounts Receivable Management
    Financial Analysis
    Bookkeeping
    Tax Accounting
    GAAP
    Bank Reconciliation
    Accounting
    Payroll Accounting
    Month-End Close Assistance
    Intuit QuickBooks
  • $135 hourly

    • 4.1/5
    • (65 jobs)
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Crowdfunding
    Fundraising
    Investment Preparation
    Corporate Finance
    Private Equity
    Venture Capital Consulting
    Investment Banking
    International Business
    Startup Consulting
    Mergers & Acquisitions
    Financial Analysis
  • $90 hourly

    • 4.9/5
    • (36 jobs)
    I am a highly skilled, ACCA qualified (CPA equivalent) finance professional with over a decade of expertise in financial management, analysis, planning, and modeling. I have lead and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel fee to reach out to have a conversation regarding your unique needs.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Month-End Close Assistance
    Cash Flow Analysis
    Microsoft Excel
    Financial Modeling
    Financial Analysis & Valuation
    International Financial Reporting Standards
    Financial Plan
    Financial Reporting
    Business Strategy
    Business Modeling
    Financial Analysis
    Management Accounting
    Google Sheets
    Financial Planning
  • $39 hourly

    • 5.0/5
    • (63 jobs)
    Hi! My name is Amber Walker, MHA, CPC, CPC-I, and I have over 14 years of experience in the healthcare sector. Mission: My mission is to provide creative solutions for small and mid-sized behavioral healthcare organizations to facilitate strategic growth! Specialty: Mental and Behavioral Health I specialize in the following areas: - virtual assistance (authorization submission and benefits verification) - identifying gaps in workflows and drafting new workflows - resolving claim denials - identifying root causes of claim denials - insurance claim submission and follow-up (In Network, Out of Network, EAP, and Self-pay) - invoice submissions - validating insurance payments underpayments and overpayments according to contractual agreements - drafting claim appeals - accounts receivable management - EHR integrations and set ups - credentialing and contracting Additional Experience - I've worked with commercial and government payers in GA, LA, CA, NJ, MD, IL, NY, TN, TX, FL, CO, OR, and VA. - I've used various EHR and EMR software such as Epic, ShareNote, PIMSY, Change Healthcare, Trizetto, Icanotes, Office Ally, Waystar, Optum, Kareo, Simple Practice, Charm, Athena, Therapy Notes, AdvancedMD, and Availity. I look forward to discussing how we can strategically improve your revenue cycle and build a solid financial infrastructure. Respectfully yours, Amber Walker, MHA, CPC, CPC-I Master of Health Care Administration Bachelor of Biological Sciences Certified Professional Coder (CPC) and Instructor (CPC-I)
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Invoicing
    Healthcare
    Accounts Receivable
    Virtual Assistance
    Insurance Verification
    Insurance Consulting
    Insurance Claim Submission
    Healthcare Software
    Revenue Cycle Management
    Medical Billing
    Medical Procedure Coding
    Medical Billing & Coding
    Medical Mastermind Medical Billing Services
    Revenue Management
    Healthcare Management
  • $250 hourly

    • 5.0/5
    • (157 jobs)
    🏆 "Highly recommended A+++" 100% Job Success* I help business leaders and teams to define and achieve their business financial goals. I do this by bringing over 15 years of CFO experience with a proven record of establishing cross-functional partnerships to deliver stellar results. I am an agile, strategic, and hands-on leader driving operations within analytics, marketing, sales, and business development areas in early-stage and middle market companies. I have been accountable for budgets up to $130 million and allocate resources to drive organizational and profit growth internationally. I am particularly adept at streamlining, organizing, and leading company staffs productively. I believe that people working together toward a united vision can accomplish more. For this reason, I enable collaborative success through two decades of experience in finance and operations leadership with innovative teams and entrepreneurial organizations, and I specialize in 3 areas: ▶️ FUNDING: I create business plans, financial models, and pitch decks that get funded. My previous projects have included the initial $500,000 capital raise for 4D Healthware, the IPO for American Brewing Company, and the close of $10 million of seed funding for Syncfy. ▶️ VISIBILITY: I implement accounting and finance systems that enhance business success. For CITIZEN Healthcare, I restructured corporate financing and the corporate structure, providing an increased profit margin of 9%, ROA of 1%, and ROE of 11%. ▶️ PROFITABILITY: I develop strategies for profitable businesses. I turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit by streamlining distribution, reducing inventory costs and levels, and enhancing communication. 🏆 “Jeremy knows a great deal from experience. In his practice he leverages that experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” –Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome 🏆 “Jeremy can run with the best of the CFOs. He can lead teams and will roll up his sleeves to get the job done. Jeremy knows how to excel and execute!” –Carter Wigell, CEO at Ideator 🏆 “[F]abulous ongoing strategy advisor!! Awesome results!” –Parker Harris, Founder & President at Junto Global 🏆 “He has a unique ability to solve complex cross disciplinary problems.” –Matt Clifford, Co-Founder & COO at Wholesome Valley Foods (Barnana) My services include: ✔ Part-Time CFO ✔ Forecasting & Budgeting ✔ Financial Systems Assessment ✔ Financial Modeling ✔ Management & Board Reporting ✔ Cash Management ✔ Financial Planning & Analysis ✔ Financial Management ✔ Investor Presentations ✔ Business Advisory ✔ Accounting System Setup and Upgrades ✔ Chart of Accounts Setup and Improvements ✔ Company Dashboard Creation and Advancement ✔ KPI Reporting ✔ Business Process Improvement ✔ Interim CFO ✔ Collections Enhancement ✔ Project Management ✔ Business Planning ✔ Business Intelligence ✔ Financial Advisory ✔ Strategic Advisory ✔ Fundraising Support ✔ Value Creation Audit ✔ Turnarounds ✔ Investment Capital Planning ✔ Policies and Procedures Development ✔ Supply Chain Planning and Optimization ✔ Contract Negotiations ✔ Executive Coaching My industry experience includes: Civic & social organizations, computer software, consumer goods, consumer products, consumer services, food & beverage, furniture, higher education, international trade, internet, law practice, marine, medical devices, nonprofit, real estate, restaurants, venture capital & private equity, wholesale, and many others. My skills & expertise include: ✴ Startup Consulting ✴ Budget Management ✴ Strategic Development ✴ P&L / Revenue Growth ✴ International Business ✴ Due Diligence ✴ Mergers and Acquisitions ✴ Corporate Governance ✴ Risk Management ✴ Trade Finance ✴ Capital Markets ✴ Asset Management ✴ Portfolio Management ✴ Investment Management ✴ Project Finance ✴ Business Credit ✴ Startups / Start-ups ✴ Board Governance ✴ Nonprofit Management ✴ Founder and Co-Founder ✴ Operating CFO ✴ CFO and COO ✴ Outside Director ✴ Corporate Finance ✴ Budgeting & Forecasting ✴ Financial Forecasting ✴ Corporate Strategy ✴ Business Consulting ✴ Business Management ✴ Business Process Reengineering ✴ Presentations ✴ Venture Capital Consulting ✴ Intuit Quickbooks ✴ QuickBooks Online ✴ Process Reengineering ✴ Business Analysis ✴ Business Innovation ✴ Financial Planning ✴ Pitchbooks ✴ Business Proposal Writing ✴ Strategic Planning ✴ Financial Presentations ✴ Business Scenario Development ✴ Business Continuity Planning ✴ Business Modeling ✴ Business Process Modeling ✴ Business Valuation ✴ Business Process Engineering ✴ Business Transformation ✴ Business Writing *Calculation adjusted to account for long-term relationships that have become inactive due to earlier successes; all jobs have been completed successfully.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Forecasting
    Finance
    Business Presentation
    Business Plan
    Financial Analysis
    Corporate Finance
    Strategy
    Startup Consulting
    Financial Modeling
    Venture Capital Consulting
    Growth Strategy
    Financial Projection
    Budget Management
  • $250 hourly

    • 4.9/5
    • (170 jobs)
    🌟 TOP 0.1% EARNER | $750,000+ | EXPERT-VETTED | Transformative Fractional CFO 🌟 Welcome to my profile! With a proven track record of optimizing profitability and scaling up companies, I specialize in providing senior-level fractional CFO services to propel businesses to new heights. I am dedicated to driving transformative growth as a senior-level fractional CFO. With a Kellogg MBA and a wealth of experience founding and exiting startups, coupled with my 20 + years , I bring a unique blend of strategic insight and operational expertise to every project. ★★ FRACTIONAL CFO Services ★★ STRATEGIC FINANCIAL PLANNING: Crafting robust strategies for sustainable growth and profitability. MANAGEMENT OF ACCOUNTING OPERATION: Streamlining financial processes for efficiency and accuracy. STARTUP FUNDING: Expertise in developing investor pitches and negotiating term sheets. M&A SUPPORT: From valuation to due diligence, ensuring successful transactions. SECTOR EXPERTISE: Internet Software/SaaS, Big Data, iOT, AI, Gaming, Online Marketplaces, Health Care, Real Estate, Supply Chain, Cannabis, Retail, Telecom, Media and many others. Recently I have been supporting Blockchain-based startups in the development of Whitepapers (Lottery), Business Models (Lottery, Search Advertising, Hedge Fund) and properly valuing Token offers (Lottery). ENTREPRENEURIAL BACKGROUND: Successfully founded and exited multiple startups, understanding the challenges faced by businesses firsthand. ANGEL INVESTOR: Bringing valuable insights from my role as a managing partner at Golden Seeds Angel Group and member of a leading angel investment group. PROFESSIONAL EXPERIENCE: Senior roles in top-tier management consulting firms, advising Fortune 100 companies, coupled with technical expertise from AT&T Bell Labs. EDUCATION: Kellogg MBA, MS in Computer Science, BS in Electronics Engineering. Numerous additional reviews are available for your review on my Upwork profile, affirming my expertise, proficiency, and most importantly, the results I deliver. Notably, Upwork has provided the prestigious title has been conferred upon me of 'Top Rated Plus' (ranking me among the top 3% of talent on the platform) and I have also been 'Expert Vetted' (placing me in the top 1% of talent on the platform). Let us engage in a conversation about your company, your objectives, and the ways in which I can aid you in achieving your revenue benchmarks. Let's chat, Carlos
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Funding Needs Assessment
    Financial Analysis & Valuation
    Finance & Accounting
    Organizational Plan
    Process Optimization
    Operational Plan
    Mergers & Acquisitions
    Enterprise Risk Management
    Venture Capital Consulting
    Fundraising
    Strategic Plan
  • $115 hourly

    • 4.8/5
    • (51 jobs)
    Tax Preparation, Fractional CFO Services, Business Advisory Specialties: Tax Preparation, Audit, Advisory Business Valuation Diagnosing and optimizing Finance, Marketing and Operations Proactively engaging with HR and organizational issues Uncovering the source of lost revenue, unneeded expenses, and reduced profits Experience: Before devoting my energy to freelance accounting and advisory work, I helped lead a team of financial advisors managing nearly $ 7 billion in Assets Under Management (AUM), spent ten years in the US Army serving as an Airborne Ranger (75th Ranger Regiment) and Intelligence Officer. I am a CPA licensed in the state of Washington. I have earned my MBA in leadership at the University of Washington and a Master's in Professional Accounting from Eastern Washington University. Testimonials: See my Upwork and LinkedIn profiles for feedback from the dozens of clients I have worked with over the past decade. Solutions: -Tax Preparation and Advisory -Process and Operations Development -Leadership Coaching -Organizational Design and Training -Financial Analysis -Marketing Funnel Optimization -Talent Planning -Defining roles with integrated Goals -Resource acquisition (People, Equipment/Fixed Assets, Capital, Time Management)
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Corporate Strategy
    Financial Analysis
    Project Risk Management
    Organizational Development
    Organizational Behavior
    Investment Research
    Marketing Strategy
    Business Coaching
    Career Coaching
  • $175 hourly

    • 5.0/5
    • (7 jobs)
    I am an enthusiastic, versatile, hands-on and strategic senior executive with experience in financial management, quality assurance, governance, and operations management for private and public companies in many industries, sized from very small to extremely large, and across 3 continents. I partner with businesses to help them grow and succeed; people working together toward a common vision accomplish more. Several clients have derived the greatest value from jointly analyzing their business, identifying easily achievable adjustments, key business drivers to track, and achieved efficient growth, even in difficult economic conditions, without the need for complex sales or marketing. On a team, effectively engaging all members, developing and mentoring, and encouraging effective communication contribute to bottom-line performance and employee engagement. I specialize in 3 areas: ▶ CLARITY, VISIBILITY and EFFICIENCY: I implement accounting and finance systems, or reengineer existing reports and statements, create metrics and charts to highlight and analyze performance, trends and strategies. Clarity of cash flows is an area I consider to be especially important. For a public manufacturer, I analyzed performance in detail (including product, customer, and department) and created tools for daily cash management to achieve a radical turnaround and profitable emergence from bankruptcy. For a power generation company and a public IT and SaaS company implementing new ERP systems and enhanced internal, external and board reporting highlighted performance, improved profitability over 200%, improved cash management, and created efficiency in the preparation and filing of reports. ▶ FUNDING, CORPORATE TRANSACTIONS and DUE DILIGENCE: I create business plans, financial models, investor information sheets and packages for raising debt, equity and grant funding, as well as for acquisition, restructure and disposal of entities and assets. When desired I accompany clients in meetings and manage data rooms for due diligence. For a construction company I closed two government grants and 7 debt instruments to fund capital projects. In aerospace I renegotiated, and later redeemed, all secured debt, raised new funding through unsecured lines of credit, two equity raises, two government grants and a large interest free loan. For an oilfield service group I negotiated and closed on the sale of a subsidiary, and in logistics merged entities. ▶ PROFITABILITY and RISK: I develop strategies for profitable business and for identification and management of risk. I drove growth and strategic realignment, added clients 2.5 times larger and doubled ongoing services in a financial service group. For a not-for-profit entity and a public company I introduced a risk assessment process reported to the boards of directors. For an international public group I development and implemented policies and procedures to ensure consistent standards, reporting and practices among subsidiaries (including bribery, corruption, privacy standards and international law). I renegotiated 26 insurance policies and created methodology to minimize risk and cost. I also have extensive experience in: ▶ Systems and processes ▶ People development ▶ Financial mentor and training ▶ Dashboards for strategic, board of directors, executive, operational or tactical purposes ▶ Strategic planning ▶ Development and implementation of financial policies and procedures ▶ Project tenders ▶ Project management My services include: • Fractional CFO (or FD) - ongoing, Interim, or Part-Time • Financial management • Cash Management • Management, Public and Board Reporting • Company Dashboard or KPI Creation and Enhancement • Financial Systems Assessment and Improvement • Forecasting, Budgeting and Business Planning • Financial Planning and Analysis • Investor and Funder Presentations • Process Design and Re-engineering • Turnarounds, Mergers, Acquisitions and Divestment support • Due Diligence • Corporate and Board Governance • Independent Director • Policies and Procedures • Risk Management and Business Continuity Planning • Fundraising Support • Pitch decks and raises • Business Proposal and Grant Writing • Contract Negotiations • Project Management • Accounting System Setup and Upgrades • Chart of Accounts Setup and Improvements My industry experience includes: ▶ Aerospace ▶ Computer software, hardware and SaaS ▶ Food manufacturing ▶ Health insurance and service ▶ International trade ▶ Manufacturing ▶ Medical services ▶ Not-for-profit ▶ Oil and gas ▶ Oilfield services ▶ Payroll and benefits service ▶ Power generation ▶ Professional services ▶ Transportation and logistics (intermodal) ▶ Utilities, and ▶ Many others. FREE If you would like to send me a copy of your financial statements I will provide you a complimentary initial assessment and recommendations for improvement. Please contact me to discuss your project.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    CPA
    Business Transformation
    Change Management
    Growth Strategy
    Continuous Improvement
    Process Improvement
    Financial Reporting
    Performance Optimization
    Management Consulting
    Business Plan
    Compliance
  • $100 hourly

    • 4.6/5
    • (14 jobs)
    25 years professional experience in corporate Finance /Operations, Cost Management Accounts, Financial Analyst/Consultant & Business Planner, Preparation of Financial Statements & Internal Audit of the whole System/ Policies and operational Activities including Group Coordination, administration & compromises of Party Ledgers & Bank compromises, Budgeting, Costing, Stock reports, Payroll, working with manufactured programming Quickbooks, Xero & ERP, Financial Analysis, Financial Modeling, Business Plan and catch up of operational Activities of the Organization. My expertise: Budget Management Strategic Development P&L / Revenue Growth International Business Mergers and Acquisitions Corporate Governance Risk Management Capital Markets Asset Management Portfolio Management Investment Management Project Finance Startups / Start-ups CFO and COO Corporate Finance Budgeting & Forecasting Financial Forecasting Cost Accounting Corporate Strategy Accounting Financial Accounting Business Consulting Business Management Management Accounting Business Process Reengineering Venture Capital Consulting Intuit Quickbooks QuickBooks Online Process Reengineering Business Analysis Business Innovation Financial Planning Pitchbooks Business Proposal Writing Strategic Planning Financial Presentations Business Scenario Development Business Continuity Planning Business Modeling Business Process Modeling Business Valuation Business Process Engineering Business Transformation Business Writing Excel
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Information Analysis
    Organizational Plan
    Project Workflows
    Project Management Professional
    Management Skills
    Flowchart
    Business Valuation
    Company Policy
    Business Modeling
    Business Services
    Organizational Design & Effectiveness
    Lean Consulting
    Business Analysis
    Financial Analysis
  • $50 hourly

    • 5.0/5
    • (133 jobs)
    My interest in collaborating with small and medium-sized enterprises (SME) to address their accounting and bookkeeping challenges effectively. So, my services are tailored to meet a range of needs, including facilitating various loan and VC financing applications, assisting with finance acquisition, ensuring accurate year-end tax filings, maintaining meticulous financial records, navigating IRS / statuary audits, managing sales tax/VAT filings, credit score improvement, regular accounting updates, reviewing monthly financial reports, resolving disputes with vendors and customers, and implementing strategies to prevent financial drains on the business. By identifying and closing loopholes, my aim is to help businesses achieve cost savings and enhance their financial efficiency. My specialties are: - Bank deposit account/ Credit Card reconciliation - Mortgage account reconciliation - Loan account balance reconciliation - E-commerce platform reconciliation (Amazon, Shopify, eBay, WooCommerce, etc.) - Merchant account (Shopify, Stripe, 2checkout, Authorize.net, Chase payment, Intuit etc) reconciliation - Vendor account balance reconciliation - Customer account balance reconciliation - Filing monthly/quarterly/yearly sales tax in any state - PayPal account reconciliation - Year-end bookkeeping for tax filing - Accounting clean-up to enhance Profit & Loss, Balance Sheet, and Cash Flow statements - Vendor payment management - Accounting software setup or integration with various apps - Customer billing reconciliation - Customer billing on a monthly/quarterly/yearly basis - Payroll reconciliation and financial data entry - Excel report generation and customize formulations - Revenue or sales reconciliation - Historical accounting error correction - 1099 filings - Annual tax filing - Financial reporting - Compliance reporting - Data entry catch-up into your software - Accrual/ GAAP/ IFRS/ cash basis accounting Why should you choose my service? Tax savings: By maintaining proper records I can optimize year-end tax position, leading to potential tax savings and many more. Engagement flexibility: You can hire me for a few hours weekly/ monthly/ Quarterly/ Yearly as per your need. I am ready to start anytime. Proven experience: My education, professional qualifications and experience over 13 years give you peace of mind and reliability. Bulletproof records: Your all financial records stored, recorded, shared and maintained most efficiently as required by different stakeholders. Transparency: My excellence in clear communication, detailed reporting, proper paper-trails, timely work delivery and previous work history gives you worry free life. Value proposition: I just simplify your accounting complexity and provide you what you needed most. Efficiency in service delivery: With the help of technology the service is always at your hand and work done as fast as possible. Reliability & communication: I believe in quick communication. For any need you can email, text, share document anytime and I am always there to finish the task as needed. Software expertise: My certifications and software skills are QBD, QBO, XERO, SAP, Oracle Netsuite, YARDI, Zoho, WAVE accounting, Excel, Bill.com and many accounting software alike. Additionally I am familiar with tools and technology sus as Clickup, Asana, Adobe, Slack, Trello, Hubspot, Dropbox, Gdrive, Receiptbank, Gsuite, Godaddy, Amazonworkspace, RDC, Amazonworkdoc, and much more… Industries that I worked for over the 13 years: My expertise derive from working at highly regulated CPA firms, SaaS industries, E-payment processing company, Real Estates & Property Management, Manufacturing & wholesale, Retail Industries, Service Industries (Landscaping, Design firm, etc), Transportation & Shipping, Trading Companies, Microfinance companies, Marketing Companies/ Marketing Agency, E-commerce (Amazon, eBay, Alibaba & Shopify), Business Advisory and many more. Ensuring your financial well-being is my foremost concern, and I'm committed to helping it flourish. Together, we'll overcome financial hurdles, capitalize on opportunities, and pave the path to success. With me serving as your dependable accountant on Upwork, you can pursue your passions with confidence, reassured that your finances are being managed competently. Have you decided to streamline your financials with an expert accountant? Let’s connect through Upwork and start your journey with me. Thank you for visiting my portfolio!
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Xero
    Bookkeeping
    Microsoft Excel PowerPivot
    Strategic Plan
    Accounts Receivable Management
    Financial Analysis
    Wave Accounting
    Accounts Payable Management
    QuickBooks Online
    Intuit QuickBooks
    Bank Reconciliation
  • $10 hourly

    • 5.0/5
    • (15 jobs)
    👉I help business owners to get a clear view of their finances while focusing more on their business operation. Bookkeeping focus: Bills and Invoice Management, Expense Tracking, General ledger data entry, Month end journal entries, Payroll processing, Financial Reporting: Balance sheet, Profit and loss and Statement of Cash Flows, Intuit QuickBooks Online and Xero Bookkeeping. ✍️PROFILE HIGHLIGHTS: 💮Top Rated Plus 💯Job success score 💎Xero/QBO Certified 🏫Degree in BS Management Accounting 💼12 years of experience in Accounting/Bookkeeping ✅Experienced working with US, Canada, New Zealand, Hongkong clients 🏭Industry experience : Retail, Flooring, Roofing, Property Management, Software, Construction, E-Commerce, Medical, and Real Estate. ✨I AM OFFERING✨ 1. Manual import of bank transactions in QBO/Xero and other software 2. Recording, Matching and Categorizing transactions(bills, invoices, withdrawals and deposits) 3. Bank and Credit Card Reconciliation 4. Accounts Receivable/Accounts Payable (Billing and Collection) 5. Preparation of Cashflows projections or Budgets 6. Financial Reporting and analysis 👌REVIEWS FROM CLIENTS👌 "I worked closely with Rhean for about a year. She prepared our books and did account reconciliation. Her work was reliable and on time. She is trustworthy and competent. I highly recommend her." "Rhean is a great worker, always willing to learn and willing to help others." "I highly recommend Rhean. Great communication east to work with. Would use her again if needed." "We have been working with Rhean for around 3-4 months as a Bookkeeper for our Property Business. There was a bit of tidying up to be done due to some backlog of items. Rhean has diligently worked through the backlog and quickly got up to speed with the nature of our bookings and financials. There has been clear communication to clarify ambiguity as some of our invoices / bills are in Cantonese. Our distribution structure for return of capital is not straight forward, but Rhean has helped to augment the details and provide timely bookings and reporting for us. We appreciate the efforts made and look forward to continuing the relationship on an ongoing basis." ✍️SOFTWARE USED✍️ Xero QuickBooks Online Bench Wave Accounting Oracle Retail SAP Business One RFMS Acculynx Pvault A2X Google sheet, Google Drive, MS Excel
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Administrative Support
    Financial Reporting
    Oracle E-Business Suite
    Financial Analysis
    Xero
    Critical Thinking Skills
    QuickBooks Online
    Problem Solving
    Payroll Accounting
    Accounts Receivable
    Microsoft Excel
    Accounting
    Bookkeeping
    Transaction Data Entry
    Accounts Payable
  • $60 hourly

    • 4.9/5
    • (320 jobs)
    ✅Nothing makes me more excited than my clients having a success story to be told!✅ 🏆 Top Rated Upwork Financial Consultant 💼 170+ Delivered Jobs 🕓 1000 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for. I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship. I have more than 7 years of experience in making Business Plans, Financial Plans, Researches, Business Valuations, and other financial services. Clear, concise and effective Business Plans and Financial Plans based on your organizational goals and funding needs that match the funders’ expectations and for your long-term needs. I hold an MBA degree, and Top Executive Education from IMD business school (Switzerland); a top business school in Europe. I am also PMP certified and have extensive project management experience. My areas of expertise are (but not limited to): * Finance: Financial Forecasting / Financial Projections / Financial Modeling / Financial Planning / Business Valuation * Strategy: Marketing Strategy / Pricing Strategy / Business Plans / Strategic Plans / Marketing Plans * Business Process Management and Optimization. I love optimizing online businesses. * Analytics & Research: Market Research / Financial Analytics * LinkedIn Contacts and Market Research. * Project Management This includes an in-depth review of your organization to effectively communicate your vision, mission, and strategies. I will give you a business plan that will include real human market intelligence gathering, Professional Design, and a well-researched document. My submissions will help you close that financing deal with your Bank or possibly Private Equity Investors. I am results-driven, very task-oriented and can deliver you solutions for all what makes you sleepless and challenges you in your business, whether you are a start-up, small or medium-sized business, or having a growth and expansion plan. Proficient in budgeting, operations management, long-term planning and finance and holds a track record of achieving and exceeding profitability expectations and shareholder return. 1) Financial Plan, Budgeting & Forecasting, Proforma Financial Statement: I will provide you a dynamic 5 years financial model on Excel. Using that model, you will able to control the whole model. Means if you change the variable in the assumptions, the rest will change automatically. Mean I will provide you a "Dynamic Financial Model". I will also tell you where to change data. This Financial Model will contain Yearly and Monthly Financial Statement (PnL Statement, Balance Sheet, Cash Flow), Revenue & Expense Projection, Working Capital, Capex, Ratio Analysis, Break Even Analysis, Valuation, etc. 2) Business Plan Writing & Development: I will help you optimize your strategy, research and analyze your market and competitive position, and create a clear and compelling business plan to articulate your opportunity. I don't use a cookie-cutter business plan template – I develop all of my business plans from scratch to ensure we tell your unique story in the most compelling way possible 3) Business Plan Review: If you have already written your plan, we can provide an objective third party critique before you send it to investor 4) Presentation Design: Clean, clear presentations are crucial, whether you are seeking capital, partners, customers, or employees. We'll help you design a crisp presentation and coach you on how to deliver it in an engaging way. 5) Grant Writing and Program Development Strategic support to improve impact. This may include developing business plans and governance structures for enhanced organizational structuring or developing a strategy for program expansion. I can also help you identify and facilitate partnerships with similar organizations in your field. 6). Financial Analysis A Quantitative and Qualitative analysis which includes PEST Analysis, SWOT Analysis, Business Competitiveness Analysis, Economic Analysis. For qualitative analysis- I will do Vertical and Horizontal Analysis, Dupont Analysis, Ratio Analysis (Profitability, Competitiveness, Management Efficiency, Liquidity, Solvency, Capital Structure, Return to Investor)
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Corporate Finance
    Financial Modeling
    Process Improvement
    Business Process Reengineering
    Business Process Modeling
    Financial Analysis
    Business Plan
    Business Analysis
    Strategic Plan
  • $59 hourly

    • 5.0/5
    • (55 jobs)
    You are Founder and CEO of growing business or start up. Your revenue is growing, your team is growing. You are work hard for your business but feel that things goes out of control and it takes almost all your time to fix it and put order on place. Operational routine is consuming all your time and you less and less generating new ideas and business opportunities... I'm here to help you with that! Take over routine and operational responsibilities from your shoulders and let you do what you doing best, generates ideas and business opportunities. The rest you can rely on me. Who I am? Experienced business operations/project and financial manager. Over 12 years in top management position in LafargeHolcim Group, number one enterprise in building industry. Since 2017 working as freelancer for worldwide clients and projects. Experience in Projects and Operations management for: IT startups. E-commerce. Renewable energy. Resource recovery. Skills in creation business model, development and start up. Team creation. Efficient management practice. Crisis management skills. Experience in market entry strategy, partnership negotiations, government relations. Budgeting, Forecast, Mid-Term plans projection, P&L responsibility, Capex management, Cost control and cost optimization, Treasure and accounting team management. Looking forward to be useful for you. Remain for your service. Sincerely yours Vasilii
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    Business Operations
    Agile Project Management
    Project Management
    Six Sigma
    Project Management Professional
    Google Workspace
    Business Plan
    Staffing Needs
    Light Project Management
    Business Development
    Business Consulting
    Business Coaching
    Business Management
    Project Accounting
  • $20 hourly

    • 5.0/5
    • (27 jobs)
    CFA Charterholder (CFA Institute USA)| 13+ years' experience in Investment Banking | 100+ Financial Models| Valuation (DCF, Multiple based and Asset base)| Business Planning| Pitch-deck | USD 50Milion + raised| Financial Advisory. I can provide you end to end solution from company valuation to financial forecasting, modeling and finally presenting with Dashboards. I can prepare a complete interactive financial model along-with all assumptions and related annexures. I can do business valuation, company any advisory in Mergers & Acquisition along-with ways to arrange funds. I can prepare pitch-deck for start-ups along-with forecasting their financials. I can prepare Dashboards in Excel or Power BI, as per your requirements. Know about Pivot, power pivot, power query.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Investment Banking
    Project Finance
    Business Valuation
    Company Valuation
    Online Market Research
    Analytics Dashboard
    iDashboards
    Financial Presentation
    Financial Consulting
    Financial Planning
    Financial Modeling
    Financial Projection
    Financial Analysis & Valuation
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  • $65 hourly

    • 5.0/5
    • (14 jobs)
    Want to work with a finance professional who delivers SUPERB RESULTS? My analysis helped clients make informed decisions allocating over $1B+ into assets with highest ROI. Created financial forecasts, budgets, models & strategy that allowed to 5X the business in 2 years time. 🏆 10+ years experience building financial systems. 🥇Among top 3% performers on Upwork. 💎My clients are building high-value businesses and I help them to scale sustainably. Some of the achievements that I am proud of: ● Coca-Cola HBC “Helped to reduce yearly operating expenses by 12% and optimized CAPEX by $250k per year” ● Trilogy “Created automated budgeting & variance analysis processes/ workflow documents which served as a guideline for 100+ acquired business units”. ● “Built strategic business plan, cash flow forecasts & strong financial systems which allowed to achieve 30% targeted ARR growth rate” ● “Helped to identify which products to launch based on ROA and cash cycle, which allowed to effectively manage cash and increase net profit from 12% to 22%. I cannot help everybody, but we may be a great fit if you are thinking: ⚡ "I want to scale fast and sustainably" ⚡ "I want strong financial systems supporting my business’" ⚡ "I'm NOT a finance expert, but I want to make data-driven decisions" ⚡ "Last year we didn’t achieve our financial targets and I want to understand why" ⚡"I want to make sure my business doesn’t face cash flow issues" ⚡ "All seems to be great, except my business is not generating enough profit" Working with me, you will: ✅Stop struggling with understanding where your business stands - we perform financial health check of your business, pinpointing areas that need most attention ( 80/20 Pareto principle) ✅ Put your business on the right track by setting the finance strategy and business plan ✅ Have in place strong financial systems so you can scale confidently ✅ Receive up to date practical analysis and dashboards to keep track of business performance ✅ Find hidden gems to increase your market share and profitability ✅ Work with an experienced finance team to get the most of your business data What my clients say about me: ★"Excellent financial management expert with great enthusiasm, Venera has been very helpful in setting up our quickbooks and helping us manage through it." ★"Venera is insightful, proactive, and impactful. She was able to both improve our processes and to help both with reporting of current financial metrics and to improve forecasting and business planning. She helped us improve leaps and bounds through a short period of time, and was invaluable. I'd look forward to working with her again and highly recommend her." Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner and let’s take your business to the next level. -------------------------------- Expertise: Consumer, Manufacturing, Ecommerce, CPG, FMCG, SaaS, Tech, Fintech. Financial Modeling, IFRS Accounting/Consulting (ACCA),Preparation & Analysis of Financial Statements, Dashboard Building, Cash flow management, Funding, Business Plan & Investor Presentations, Working Capital Management, Variance analysis for Operational Expenses, Capital Investment Project Analysis, Break-even analysis, Ratios Analysis, Performance Evaluation, Budgeting & Forecasting, Advanced Excel/ SAP ERP
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Accounting Principles & Practices
    Google Sheets
    Financial Analysis
    Corporate Finance
    Management Consulting
    Financial Planning
    Financial Modeling
    Management Accounting
    Microsoft Excel
    Financial Projection
    Financial Accounting
    Financial Report
  • $75 hourly

    • 4.9/5
    • (83 jobs)
    American, native English speaking corporate finance professional with over 24 years of uniquely broad and well-rounded analytical and managerial experience. For the last ten years I’ve been a full-time contractor. I provide top-quality, full-scope solutions and services in the areas of financial analysis, financial modeling, budgeting, dashboards, financial projections, investment research and analysis, accounting, business plan and pitch deck content & design, investor presentations, report automation and much more. My work product is always high-quality and professional. I'm not capable of delivering to a lower standard; quality work is important to me not just personally but also because I feel a real sense of obligation to deliver real value in every engagement I enter. Doing my job well is both expected and given so satisfaction for me really comes from helping good people become more successful in their professional lives and (by extension) their personal lives as well. For me this is the most motivating aspect of contracting; I truly enjoy seeing clients receive real, meaningful and tangible benefit(s) from the work I deliver. If you have important work that you need done right then we ought to talk.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Balance Sheet
    Bank Reconciliation
    Managerial Finance
    Bookkeeping
    Content Writing
    Financial Prospectus Writing
    Corporate Finance
    System Automation
    Business Valuation
    Financial Accounting
    Business Analysis
    Financial Modeling
    Business Plan
    Financial Analysis
  • $45 hourly

    • 5.0/5
    • (28 jobs)
    🌟 Accomplished Financial Controller, CFO, and Senior Accountant | 9+ Years of Global Expertise Greetings! I am a seasoned Financial Controller, CFO, and Senior Accountant with an illustrious 9+ years of experience, specializing in delivering top-tier financial solutions for businesses across the US, AU, CA, EU, eCommerce, accounting/CPA firms, and real estate sectors. Key Competencies: 🌟Comprehensive Financial Leadership: Demonstrated success in steering financial operations, ensuring compliance and strategic financial planning for diverse business landscapes. 🌟Global Expertise: Proven ability to navigate and excel in international financial environments, adapting seamlessly to the unique requirements of various regions. 🌟E-commerce Financial Management: Specialized in optimizing financial processes for e-🌟commerce businesses, maximizing profitability and efficiency. 🌟CPA Firm Collaboration: Extensive experience collaborating with accounting/CPA firms, providing invaluable financial insights and ensuring regulatory compliance. 🌟Real Estate Financial Strategy: Adept at crafting financial strategies tailored to the dynamic nature of the real estate industry, facilitating growth and profitability. Services Offered: ►Financial Reporting and Analysis ►Budgeting and Forecasting ►Cash Flow Management ►Strategic Financial Planning ►Compliance and Regulatory Expertise ►E-commerce Accounting ►CPA Firm Collaboration ►Real Estate Financial Management ►Risk Management ►Internal Controls Implementation ►Team Leadership and Development Why Choose Me: If you are seeking a Financial Controller/CFO/Senior Accountant with a proven track record, I am dedicated to providing unparalleled financial leadership and strategic insights to elevate your business. Let's collaborate to ensure your financial success in today's dynamic business landscape. Ready to embark on a journey of financial excellence? Let's connect and discuss how I can contribute to the growth and success of your business!
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Google Sheets
    Technical Accounting
    Accounts Payable Management
    Writing
    Bookkeeping
    Invoicing
    Inventory Management
    Intuit QuickBooks
    Xero
    Accounts Receivable Management
    Financial Accounting
    Bank Reconciliation
  • $40 hourly

    • 4.9/5
    • (11 jobs)
    🌟 𝐔𝐒 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀)| Expert Bookkeeper and Financial Strategist 📊 ✨ 𝐔𝐧𝐥𝐨𝐜𝐤 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐰𝐢𝐭𝐡 𝐚 𝐏𝐫𝐨𝐯𝐞𝐧 𝐔𝐒 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀) 𝐚𝐧𝐝 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐫! ✨ Your go-to 𝐔𝐒 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀) specializing in bookkeeping and finance management. With a track record of 5 years in the industry, I've empowered numerous clients to achieve remarkable financial growth while ensuring rock-solid compliance with accounting standards. 💼 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐓𝐡𝐚𝐭 𝐏𝐫𝐨𝐩𝐞𝐥 𝐘𝐨𝐮𝐫 𝐒𝐮𝐜𝐜𝐞𝐬𝐬: ✅ 𝐈𝐦𝐩𝐞𝐜𝐜𝐚𝐛𝐥𝐞 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠: As a meticulous 𝐔𝐒 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀) and expert bookkeeper, I meticulously maintain your financial records, leaving no room for error. Prepare to be amazed by the organization and accuracy I bring to your books! 📈 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: Harnessing my 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀) expertise and financial management prowess, I dive deep into your financial data, crafting comprehensive reports that unearth valuable insights. Together, we'll make data-driven decisions that pave the way for unparalleled success. 💰 𝐓𝐚𝐱 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 𝐌𝐚𝐬𝐭𝐞𝐫𝐲:With my 𝐂𝐏𝐀 credentials as your secret weapon, I masterfully navigate the intricate world of tax planning and preparation. Say goodbye to unnecessary tax burdens and hello to optimized strategies that boost your bottom line! 📊 𝐅𝐮𝐭𝐮𝐫𝐢𝐬𝐭𝐢𝐜 𝐁𝐮𝐝𝐠𝐞𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐅𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐢𝐧𝐠: As your trusted finance manager, I unleash the power of cutting-edge budgeting and forecasting techniques. Let's chart a strategic path forward, ensuring you're always ahead of the game and ready to seize new opportunities. 🌟 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞 𝐟𝐨𝐫 𝐘𝐨𝐮𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐉𝐨𝐮𝐫𝐧𝐞𝐲: 🔑 𝐂𝐏𝐀 𝐁𝐫𝐢𝐥𝐥𝐢𝐚𝐧𝐜𝐞: Rest easy knowing a highly skilled 𝐔𝐒 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀) is handling your finances. I bring unparalleled expertise and a commitment to excellence to every project. 🔑 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐃𝐮𝐚𝐥 𝐑𝐨𝐥𝐞: As a 𝐔𝐒 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀) and finance manager extraordinaire, I combine technical accounting finesse with visionary financial management skills. You get the best of both worlds, all in one exceptional package! 🔑 𝐅𝐥𝐚𝐰𝐥𝐞𝐬𝐬 𝐀𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧 𝐭𝐨 𝐃𝐞𝐭𝐚𝐢𝐥: Precision is my middle name. From pristine bookkeeping to producing reliable financial reports, I leave no stone unturned in ensuring the utmost accuracy and quality in all my deliverables. 🔑 𝐂𝐥𝐢𝐞𝐧𝐭-𝐂𝐞𝐧𝐭𝐫𝐢𝐜 𝐌𝐚𝐠𝐢𝐜: I believe in the magic of collaboration and open communication. I'm here to understand your unique needs, tailor my services to your specific goals, and be your trusted partner on your financial journey. 🔑 𝐓𝐢𝐦𝐞𝐥𝐢𝐧𝐞𝐬𝐬 𝐚𝐧𝐝 𝐑𝐞𝐥𝐢𝐚𝐛𝐢𝐥𝐢𝐭𝐲: Deadlines are sacred to me. Count on me to deliver your financial reports, tax filings, and other crucial deliverables promptly, keeping you on track and stress-free. 🎯 𝐑𝐞𝐚𝐝𝐲 𝐭𝐨 𝐔𝐧𝐥𝐞𝐚𝐬𝐡 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐁𝐫𝐢𝐥𝐥𝐢𝐚𝐧𝐜𝐞? 𝐋𝐞𝐭'𝐬 𝐂𝐨𝐧𝐧𝐞𝐜𝐭! If you're ready to experience the transformative power of a top-tier 𝐔𝐒 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 (𝐂𝐏𝐀) and a visionary Bookkeeping and Finance Manager, I'm here to make your dreams a reality. Reach out to me now to discuss how we can propel your financial success to new heights!
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Financial Audit
    CPA
    Financial Analysis
    Pitchbook
    SEC Reporting
    Bookkeeping
    Mergers & Acquisitions
    Process Improvement
    Financial Reporting
    Due Diligence
    US Taxation
    Budget Management
    GAAP
    Sarbanes-Oxley Act
  • $30 hourly

    • 4.6/5
    • (77 jobs)
    I'm a Top-Rated Plus Accountant and Bookkeeper with over 7 years in the industry. I am also a certified QuickBooks Pro Advisor and I specialize in US Tax Accounting and Bookkeeping for small and medium sized businesses. Beyond the QuickBooks ProAdvisor Certification, I leverage various tools to provide a comprehensive and tailored approach to suit the unique needs of your business. Specializing in US tax accounting, I ensure compliance and capitalize on every available advantage during tax season, prioritizing your peace of mind. Dedicated to small and medium-sized businesses, I not only manage financial records but actively contribute to your growth. Let's connect and discuss how my experience and personalized approach to Bookkeeping and Accounting can bring value to your business.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    QuickBooks Online
    Microsoft Word
    Xero
    Chart of Accounts
    Microsoft Excel
    Accounting
    Payroll Accounting
    Accounts Receivable
    Accounts Payable
    Bookkeeping
    Financial Accounting
    Accounting Software
    Bank Reconciliation
    Account Reconciliation
    Intuit QuickBooks
  • $20 hourly

    • 5.0/5
    • (22 jobs)
    𝗛𝗶 𝗧𝗵𝗲𝗿𝗲! 𝗜 𝗮𝗺 𝗮𝗻 𝗔𝗖𝗖𝗔 (𝗣𝗮𝗿𝘁𝗹𝘆 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗲𝗱) 𝗮𝘀 𝘄𝗲𝗹𝗹 𝗮𝘀 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗤𝘂𝗶𝗰𝗸𝗯𝗼𝗼𝗸𝘀 𝗣𝗿𝗼𝗔𝗱𝘃𝗶𝘀𝗼𝗿 & 𝗫𝗲𝗿𝗼 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁. 𝗜𝗳 𝘆𝗼𝘂'𝗿𝗲 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗮𝗻 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝗱 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁 𝘂𝘀𝗶𝗻𝗴 𝗤𝘂𝗶𝗰𝗸𝗯𝗼𝗼𝗸𝘀 𝗢𝗻𝗹𝗶𝗻𝗲/𝗫𝗲𝗿𝗼/𝗪𝗮𝘃𝗲, 𝗹𝗲𝘁'𝘀 𝘁𝗮𝗹𝗸. 𝗜'𝘃𝗲 𝗯𝗲𝗲𝗻 𝗽𝗿𝗼𝘃𝗶𝗱𝗶𝗻𝗴 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗳𝗼𝗿 𝗼𝘃𝗲𝗿 𝗳𝗶𝘃𝗲 𝘆𝗲𝗮𝗿𝘀 𝘄𝗶𝘁𝗵 𝗲𝘅𝘁𝗲𝗻𝘀𝗶𝘃𝗲 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗼𝗳 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗽𝗿𝗶𝗻𝗰𝗶𝗽𝗹𝗲𝘀, 𝗔/𝗣, 𝗔/𝗥, 𝗮𝗻𝗱 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝗽𝗿𝗼𝗰𝗲𝗱𝘂𝗿𝗲𝘀. 🎯 𝐂𝐨𝐫𝐞 𝐖𝐨𝐫𝐤𝐢𝐧𝐠 𝐀𝐫𝐞𝐚: 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 (𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞, 𝐗𝐞𝐫𝐨, 𝐖𝐚𝐯𝐞 𝐀𝐩𝐩, 𝐙𝐨𝐡𝐨 𝐁𝐨𝐨𝐤𝐬, 𝐅𝐫𝐞𝐬𝐡𝐁𝐨𝐨𝐤𝐬, 𝐒𝐚𝐠𝐞 𝟓𝟎 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠), 𝐄-𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 (𝐀𝐦𝐚𝐳𝐨𝐧, 𝐒𝐡𝐨𝐩𝐢𝐟𝐲, 𝐄𝐭𝐬𝐲, 𝐖𝐨𝐨𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞, 𝐀𝟐𝐗, 𝐎𝐧𝐞𝐒𝐚𝐚𝐬, 𝐁𝐨𝐥𝐝, 𝐓𝐚𝐱𝐣𝐚𝐫), 𝐀/𝐑 & 𝐀/𝐏 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐈𝐧𝐯𝐞𝐧𝐭𝐨𝐫𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 (𝐙𝐨𝐡𝐨 𝐂𝐑𝐌), 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐓𝐚𝐬𝐤 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐥 𝐀𝐮𝐝𝐢𝐭, 𝐄𝐱𝐭𝐞𝐫𝐧𝐚𝐥 𝐀𝐮𝐝𝐢𝐭, 𝐔𝐊 𝐓𝐚𝐱𝐚𝐭𝐢𝐨𝐧 & 𝐔𝐒 𝐓𝐚𝐱𝐚𝐭𝐢𝐨𝐧 (𝐈𝐑𝐒 𝐅𝐨𝐫𝐦 𝐖-𝟐, 𝐖-𝟒, 𝟏𝟎𝟒𝟎, 𝟏𝟎𝟔𝟓 & 𝟏𝟎𝟗𝟗). 𝐈 𝐰𝐢𝐥𝐥 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐲𝐨𝐮 𝐢𝐧 𝐭𝐡𝐞 𝐟𝐨𝐥𝐥𝐨𝐰𝐢𝐧𝐠 𝐚𝐫𝐞𝐚𝐬: ☛ 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐮𝐩𝐩𝐨𝐫𝐭: 🟢 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐜𝐲 🟢 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐢𝐧 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞, 𝐗𝐄𝐑𝐎, 𝐖𝐀𝐕𝐄, 𝐙𝐎𝐇𝐎 𝐁𝐨𝐨𝐤𝐬, 𝐚𝐧𝐝 𝐒𝐀𝐆𝐄 🟢 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 & 𝐂𝐨𝐦𝐩𝐢𝐥𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 & 𝐀𝐧𝐧𝐮𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭 🟢 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 🟢 𝐁𝐚𝐧𝐤 & 𝐂𝐫𝐞𝐝𝐢𝐭 𝐂𝐚𝐫𝐝 𝐑𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐢𝐚𝐭𝐢𝐨𝐧 🟢 𝐀𝐑 / 𝐀𝐏 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 🟢 𝐈𝐧𝐯𝐞𝐧𝐭𝐨𝐫𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 🟢 𝐄-𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 🟢 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐧𝐠 𝐀𝐦𝐚𝐳𝐨𝐧 𝐰𝐢𝐭𝐡 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞/𝐗𝐞𝐫𝐨/𝐎𝐭𝐡𝐞𝐫 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 🟢 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐧𝐠 𝐒𝐡𝐨𝐩𝐢𝐟𝐲 𝐰𝐢𝐭𝐡 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞/𝐗𝐞𝐫𝐨/𝐎𝐭𝐡𝐞𝐫 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 🟢 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐏𝐚𝐲𝐫𝐨𝐥𝐥 🟢 𝐑𝐚𝐭𝐢𝐨 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 🟢 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 ☛ 𝐀𝐝𝐦𝐢𝐧 𝐒𝐮𝐩𝐩𝐨𝐫𝐭: 🟢 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 🟢 𝐃𝐚𝐭𝐚 𝐄𝐧𝐭𝐫𝐲 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 🟢 𝐃𝐚𝐭𝐚 𝐂𝐥𝐞𝐚𝐧𝐬𝐢𝐧𝐠 & 𝐌𝐢𝐧𝐢𝐧𝐠 🟢 𝐌𝐚𝐫𝐤𝐞𝐭 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 ****𝐈𝐟 𝐲𝐨𝐮 𝐡𝐚𝐯𝐞 𝐚𝐧𝐲 𝐪𝐮𝐞𝐫𝐢𝐞𝐬, 𝐩𝐥𝐞𝐚𝐬𝐞 𝐟𝐞𝐞𝐥 𝐟𝐫𝐞𝐞 𝐭𝐨 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐦𝐞 𝐟𝐨𝐫 𝐟𝐮𝐫𝐭𝐡𝐞𝐫 𝐝𝐞𝐭𝐚𝐢𝐥𝐬**** 𝐈𝐍𝐕𝐈𝐓𝐄 𝐌𝐄 𝐓𝐎 𝐘𝐎𝐔𝐑 𝐉𝐎𝐁!!! #𝐌𝐲 𝐦𝐨𝐭𝐭𝐨 𝐢𝐬 𝐭𝐨 𝐩𝐫𝐨𝐯𝐢𝐝𝐞 𝐭𝐡𝐞 𝐛𝐞𝐬𝐭 𝐫𝐞𝐬𝐮𝐥𝐭𝐬 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬. #𝐈 𝐚𝐦 𝐥𝐨𝐨𝐤𝐢𝐧𝐠 𝐟𝐨𝐫𝐰𝐚𝐫𝐝 𝐭𝐨 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐭𝐨 𝐚𝐜𝐡𝐢𝐞𝐯𝐞 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐠𝐨𝐚𝐥𝐬. 𝐓𝐡𝐚𝐧𝐤𝐬 𝐚𝐧𝐝 𝐑𝐞𝐠𝐚𝐫𝐝𝐬, 𝐌𝐝. 𝐒𝐚𝐤𝐢𝐮𝐥 𝐀𝐥𝐚𝐦
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Accounting
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    Buildium
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    Microsoft Power BI
  • $30 hourly

    • 5.0/5
    • (37 jobs)
    CPA Reviewed Financial Statements , CPA Audited Financial Statements, CPA Letter, CPA US Hi, Active CPA US and CMA having more than 7 year of working experience in Accounts and Financial Management. Here are the services we are providing to our valuable clients; 1. Advanced financial modeling and forecasting, I am able to prepare complex models which can be presented to investment banks/VCs with all financial statements. 2. Review Audit and Sign Financial Statement, CPA Letter. 3. Cost and Management Accounting numerical including, Budgeting, Forecasting, Planning, Process Costing, Batch Costing, CVP analysis. 4. Cash Flow Statement Analysis. 5. Tax Preparation and file company returns. 6. Finalizing management accounts with graphical presentation. 7. Product Costing, Variance Analysis and utilizing cost management technique. 8. Receivables and Payable Management. 9. Conduct company audit internal and external. 10. Business Valuation, NPV, IRR, EPS, ROCE, and other financial ratios analysis. 11. Business Vs Merger viability and target acquisition analysis. 12. Advanced excel expert. 13. Helping in assignment relating to accounting, finance, budgeting, etc. "Quality work with strong commitment for client satisfaction is my first and foremost priority"
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    Intuit QuickBooks
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  • $20 hourly

    • 4.9/5
    • (155 jobs)
    I am a Certified Chartered Accountant and a certified XERO (2014-20) and QuickBooks Accountant (certificate attached in profile) with 14+ years of experience (including off-shore) with diverse geographic, domain and profound industry knowledge across multiple sectors and markets. I am providing bookkeeping and accounting services for business set ups across the globe. I have been working on all globally recognized software including XERO; QuickBooks; YARDI, AppFolio, Buildium, FreshBooks; Clear books among others. I have extensive knowledge on how to use QuickBooks Online/Offline, Bill.com Accounts Payable, Hubdoc, Zendesk, Salesforce, Expensify, Tsheets, Zoom and Google Sheets/Excel If given a chance, It would be my pleasure to assist you with bookkeeping and preparation of financial statements for your year end reporting and for reporting sales tax / GST and VAT (as relevant). I have specialization in budgeting, forecasting, financial modelling, planning, financial analysis, business valuations. I also offer services like data entry, data mining, web research and other data management services. My core competency lies in my analytical skills and I have been doing bank reconciliation statements, management accounting, budgeting, to preparing of financial statements. I also specialise in Data management where I with my network and resources arranges business and market data globally. I provide all sorts of statistical and analytical reports on the data’s. I have skills and expertise in QuickBooks, MYOB, Tally. I provide bookkeeping and tax preparation services at a very affordable rate. Seeking a challenging and responsible financial/accounting work where natural abilities, experience, education and assertiveness will be most effectively and profitably utilized. 1. High-end excel related work – small excel based accounting/bookkeeping models, creation of extensive macros, creating pivots, charts, auto invoice template generation, etc. 2. Creation of Business plans, forecasting, business modelling, business valuations, budgeting, etc. 3. Para planning, creation of Statements of advices, Investment planning report, providing financial advisory services and portfolio management. 4. Data arrangements, data analysis in different forms (charts, graphs, etc.) 5. Setting up chart of accounts 6. Accounts Receivable -this also includes matching invoices to purchase orders received 7. Accounts Payable (Matching invoices to purchase orders, matching payment receipts to account - credit card or bank - transactions). 8. Account Reconciliations and weekly/monthly status reports. 9. Payroll (Managing payroll - through online payroll software - for small to mid sized businesses) 10. Tax Preparation - for Individuals, LLCs, S-corps, Corps and Partnerships
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    • 5.0/5
    • (120 jobs)
    🥇 𝙀𝙓𝙋𝙀𝙍𝙏 𝙑𝙀𝙏𝙏𝙀𝘿, among the 𝐓𝐨𝐩 𝟏% of Finance consultants. 💯 🎤Featured on 𝙁𝙤𝙧𝙗𝙚𝙨, 𝙉𝙖𝙨𝙙𝙖𝙦, CEO weekly, etc. Advised over𝟭𝟬𝟬+ 𝘁𝗲𝗰𝗵 𝘀𝘁𝗮𝗿𝘁𝘂𝗽𝘀 and helped raise 💰$𝟰𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 💰 in funds for her clients within the past four years. 📞Invite me to your job and book a 𝙘𝙤𝙢𝙥𝙡𝙞𝙢𝙚𝙣𝙩𝙖𝙧𝙮 30-minute 𝘾𝙖𝙡𝙡📞 ✨I help CEOs/Founders understand the financial impact of their decisions on the business. My specialty is subscriptions ( SAAS), e-commerce, Tech, Real estate .✨ 𝗪𝗵𝗮𝘁 𝗱𝗼 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝘆 𝗮𝗯𝗼𝘂𝘁 𝗺𝗲? 𝙁𝙤𝙪𝙣𝙙𝙚𝙧 𝘾𝙀𝙊( 𝙎𝙚𝙚𝙙 𝙍𝙤𝙪𝙣𝙙 𝙎𝙩𝙖𝙧𝙩𝙪𝙥) 5 𝙤𝙪𝙩 𝙤𝙛 5 𝙎𝙏𝘼𝙍 “The financial expert for non-financial people! Zahra was splendid to work with and provided exactly what I needed to help me attract new investors into my business. She created a full financial business model for me and helped me understand my business and its potential so much more. Well worth the investment! I can’t recommend her enough, especially if you’re a startup or looking to take your business to the next level.” 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘:I have an MBA in finance, a Master's in economics, and a Bachelor's in business, with 15+ years of experience. I have experience starting businesses from scratch, setting up finance departments, managing cross-functional teams, running business units, turning a bankrupt company into a profitable one, creating roadmaps and strategies for growth, and launching new product offerings. 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: Advanced Financial Excel Models for SAAS / Subscription, Fintech, Technology, and Real estate. Budgeting, Forecast​ , and Cash Flow Management Revenue, Cost and Profit Optimization Pricing and Promotion strategies Financial Projections and Proforma for Business plans and offering memorandum Financial Statements: FP&A and Ad-Hoc Analysis Executive C suite Presentations Investment returns and cash flow analysis for rental real estate More: KPI tracking and reporting Models (MRR, CAC, LTV, ARPC, Churn,…) OPEX,COGS and Marketing Expense (SEM,SEO,AFF,….) Analysis Data Reconciliation Models Compensation Plans & Payroll structure Setting targets for Sale and marketing team based on the company revenue goals. Developing hiring plans for Sale teams Date visualization and reporting for presentation Automation and streamlining processes Advanced Excel Modeling
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Financial Analysis
    Venture Capital
    Price Optimization
    Business Planning & Strategy
    Financial Projection
    Real Estate Financial Modeling
    Mergers & Acquisitions
    Pricing
    Business Modeling
    Pricing Strategy Consulting
    Financial Modeling
    Valuation
    Startup Consulting
    SaaS
    Fundraising
  • $30 hourly

    • 4.9/5
    • (70 jobs)
    I am a ACCA (Eqvivalent to CPA) with over twelve years of experience in the accounting and taxation fields seeking a part-time position as a bookkeeper/accountant. My specialties include bookkeeping services, tax consulting, planning and compliance, and financial analysis for a variety of industries such as real estate, retail, wholesale, manufacturing and various service organizations. I have often been involved with clients who need help either setting up an accounting system or streamlining the system already in place. Issues I have dealt with include help with the chart of accounts, identifying possible issues with internal controls, reconciling books regularly to supporting documentation, managing fixed assets and depreciation, payroll issues, etc. I enjoy my work particularly because, even as there are challenges that come with it, there is the constant need to handle multiple things at a time and meet deadlines. This has translated into my every day activities making me more reliable in every task that I set for myself. I have a great concern for detail and when I commit to a project, I always deliver within the set time. I am now looking to work in an environment where I can continue to build on my skills.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Financial Reporting
    Financial Modeling
    Accounting Principles & Practices
    Financial Analysis
    Cost Accounting
    GAAP
    Bookkeeping
    Cash Flow Analysis
    Payroll Accounting
    Microsoft Excel
    Intuit QuickBooks
  • $50 hourly

    • 4.6/5
    • (72 jobs)
    I am Chartered Accountant (CPA Equivalent) and an associate member of CPA, Australia. I am currently pursuing CFA, US and am a Level 3 Candidate. I have over 7 years of experience in Financial Planning, Financial Reporting and Taxation profiles mainly for clients based in US, UK, Australia, Canada and Singapore. I am expert in the following: • Bookkeeping (Xero & Quickbooks certified) • Financial Reporting & Preparation of Financial Statement • Financial Modeling and Financial Planning • Blockchain, Cryptocurrency • Auditing & Forensic Auditing • MIS Preparation & Financial Dashboard • Taxation • Cost Management & Management Consulting • Virtual CFO Roles My area of industrial expertise lies in e-commerce, restaurant, hospitality and real estate. Along with great attention to detail and punctuality, I possess excellent management and communication skills. I strongly believe my experience of taking up complex problems throughout my career and valuable experience of working with Start-ups will prove to be extremely beneficial and I will be able to provide value through my quality work.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Financial Modeling
    Financial Audit
    Xero
    International Financial Reporting Standards
    Financial Reporting
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
  • $10 hourly

    • 4.9/5
    • (177 jobs)
    🏆 Certified Quickbooks Pro Advisor ☑️ 10+ years of bookkeeping experience ☑️ Top Rated Freelancer ☑️ Served 150+ cleints on Upwork Looking for a highly skilled Bookkeeper with expertise in Quickbooks & Xero? I am here! As a Quickbooks & Xero Certified Bookkeeper, I can help you with bank reconciliation, transactions data entry, Accounts payable, accounts Receivables, Balance sheet and income statement. I offer Quickbooks & Xero Bookkeeping services to Small & medium sized businesses, ECommerce & Self-employed professionals. With my bookkeeping services you will never have to worry about your bookkeeping again 🙂 I have more than 10 years of bookkeeping experience with mostly small to mid size companies. I am certified Quickbooks pro advisor and Xero certified partner. This working experience includes as a Virtual Bookkeeper for more than 8 years for small and medium businesses in various industry. Providing bookkeeping services, I will help you see patterns and, if necessary, make comparisons with previous years of work. I am the person to share your burden of Finances/Bookkeeping and let you focus on bringing more business in! - WHY CHOOSE ME OVER OTHER BOOKKEEPERS? ▪︎Client Reviews: I give quality services to my clients to earn their trust. The clients reviews and feedback on my profile are very important to me. ▪︎ Experienced Bookkeeper and Accountant: I am professional bookkeeper with 10 years of bookkeeping experience. Quickbooks Chart of accounts setup ▪︎Accounting Softwares: Quickbooks Pro, Quickbooks Online, Xero, wave, Quicken, Peachtree and some internal company accounting softwares. ▪︎Other Software: Asaana, Slack, Skype, A2x, Bill.com, Hubdoc, Dexit, Amazon, Shopify, Etsy, walmart ▪︎ ECommerce Accounting : Specialized in Accounting for eCommerce businesses ▪︎ Quickbooks Payroll : Hand-on experience on Quickbooks payroll and TSheets. ▪︎ Xero Payroll Expert : Xero Payroll Expert ▪︎Inventory Management : I know how to manage inventory for inventory based businesses ▪︎IFRS : Famaliar with IFRS Accounting standards If you value your time more than what you could pay someone else to do your bookkeeping, then it's time to hire a remote, part-time bookkeeper and let him take over data entry while doing what you do best-run your business. Please send me a message, and let us discuss more your needs!
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Accounting Software
    Accounting Advisory
    Accounting Report
    Accounting Basics
    Light Bookkeeping
    Cash Flow Statement
    Bookkeeping
    Xero
    US Taxation
    Accounting Principles & Practices
    QuickBooks Online
    Accounting
    Bank Reconciliation
    Financial Accounting
  • $90 hourly

    • 4.6/5
    • (20 jobs)
    I am a business engineer and investment advisor specializing in creating efficient businesses and investment portfolios. My expertise lies in trading stock options for clients and optimizing both new and existing businesses to operate within a cost-effective budget, generating a return on investment within a remarkably short timeframe of 3-6 months. My primary goal on Upwork is to provide value to anyone who crosses paths with me. Here are several areas where I can offer my expertise: Portfolio management Finance tutoring Alternative investments Constructing sustainable cash-flowing business models Business development Decentralized Finance - DeFi Tutoring on stock options Identifying investment opportunities Generating stock options trade ideas Crafting comprehensive business plans and impactful pitch decks If you have any specific requests, please don't hesitate to reach out and message me. I am more than willing to offer a complimentary consultation to determine whether my skills align with your needs. Warm regards, Daniel Ayala Jr.
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Blue Sky Capital Strategies Portfolio Manager
    Management Consulting
    Investment Portfolio Review
    Stock Market
    Business Modeling
    Trading Lesson
    Stock Option Agreement
    Portfolio Management
    Technical Analysis
    Derivatives Trading
    Business Development
    Investment Research
    Investment Strategy
    Financial Modeling
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