Skip to content
BackNov 7
Mike M.
Upwork badge

Mike M.

US Senior Accountant & Financial Strategist | 8+ Years

I specialize in transforming complex financial data into actionable growth strategies. With over a decade of experience managing general ledgers and sophisticated tax-planning initiatives, I bridge the gap between technical accounting and high-level executive decision-making. What I bring to the table: Strategic Financial Oversight: Expertise in "Profit First" methodologies and advanced financial modeling to optimize cash flow and maximize profitability. Systems & Automation: High proficiency in QuickBooks Online, Quicken, and ERP systems, with a focus on designing automated workflows that reduce manual errors and increase reporting speed. Tax & Compliance: A proven track record of navigating complex tax landscapes to ensure full compliance while identifying strategic savings opportunities. My goal is to empower organizations with the financial clarity they need to scale sustainably. Whether it’s a system cleanup or a long-term financial roadmap, I focus on precision, efficiency, and strategy. Core Competencies: General Ledger Management • Financial Strategy • Tax Planning • Workflow Automation • Quicken Advisory • ERP Implementation

🇺🇸Fullerton, United States$35/hr100% JSS4.69 (14)Since Oct 2018

Earnings and projects

MRR
$2.9k

Last 6 months ÷ 6

World#13,105 / 412k
🇺🇸Country#3,465 / 62.1k
Revenue, last 30 days
$2.9k

Last 6 months: $18k

World#13,161 / 412k
🇺🇸Country#3,262 / 62.1k
Total earnings
$138k

Billed in all: $140k

World#26,288 / 412k
🇺🇸Country#5,789 / 62.1k
Per project
$3.5k

$3.5k in the last 6 months

World#48,215 / 412k
🇺🇸Country#8,050 / 62.1k
Projects, last 6 months
5
20% fixed80% hourly
World#41,746 / 412k
🇺🇸Country#5,872 / 62.1k
Projects in all
39

Across 45 contracts

22% fixed78% hourly
World#77,390 / 412k
🇺🇸Country#11,691 / 62.1k

Earnings, last 30 days

$140k+$2.9k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$136k$138k$140k$142kOct 8Oct 23Nov 7

Skill rankings: Top 3% in Coaching

Ranked by MRR among everyone on Upwork with the skill.

  1. #6Intuit Quicken71 freelancers · 🇺🇸 #5Top 8%
  2. #17Consultation Session291 freelancers · 🇺🇸 #5Top 6%
  3. #29Tax Accounting516 freelancers · 🇺🇸 #16Top 6%
  4. #35Income Statement761 freelancers · 🇺🇸 #11Top 5%
  5. #43Coaching1,319 freelancers · 🇺🇸 #19Top 3%
  6. #118Account Reconciliation2,860 freelancers · 🇺🇸 #47Top 4%
  7. #135Payroll Accounting2,679 freelancers · 🇺🇸 #65Top 5%
  8. #192Bank Reconciliation4,687 freelancers · 🇺🇸 #49Top 4%