Shelby G.
Financial Review & Advisory - Senior Bookkeeping
**Accurate numbers are important. Knowing what to do with them is where they become valuable.** I help small business owners and real estate investors get accurate books—and understand what their numbers are actually telling them. With 12+ years of accounting experience, I specialize in cleanups, financial review and analysis, and troubleshooting complex accounting issues. I’ve also trained and mentored newer bookkeepers, helping them strengthen their accounting knowledge and work through challenging issues. I don't just categorize transactions and reconcile accounts. I look for discrepancies, unusual balances, trends, and process issues that may be affecting the bigger financial picture. **When I find something that needs attention, I explain what I'm seeing, why it matters, and what I recommend doing about it.** ### How I Can Help • Financial review & analysis • Catch-up & cleanup bookkeeping • Troubleshooting complex accounting issues • AR/AP and cash flow review • Reconciliations & transaction corrections • Financial reporting with clear explanations and recommendations • QuickBooks setup & chart of accounts organization • Year-end cleanup & CPA-ready financials • 1099 preparation I also have extensive experience with real estate investors, including rentals, flips, multi-entity structures, property-level tracking, loans and refinances, and larger portfolios using AppFolio, Buildium, DoorLoop, and REI Hub. I'm thorough, direct, and naturally curious. **If something in your books doesn't make sense, I want to know why.**
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $507
Billed in all: $25,400$25k
$253 in the last 6 months
Across 3 contracts
Across 40 contracts
Earnings, last 30 days
Skill rankings: Top 25% in Capital Expenditure
Ranked by MRR among everyone on Upwork with the skill.
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