Juhi A.
Licensed CPA | Quickbooks Pro Advisor |Shopify expert | Xero Certified
Top-Rated US & Canada CPA | E-Commerce, Construction & Real Estate Specialist | QBO & Gusto Certified Are your books a month behind? Scaling quickly and losing control of cash flow, inventory, or complex payment clearing accounts? As a licensed CPA (Arizona State Board) with an MBA in Finance and 8+ years of experience, I help US and Canadian businesses turn messy financial data into clean, audit-ready, and actionable financial reporting. My background combines enterprise-level rigor from JPMorgan Chase and Nomura International with hands-on, end-to-end bookkeeping for small-to-medium businesses, e-commerce brands, real estate firms, and construction contractors. 🌟 Core Industry Expertise E-Commerce & Retail: Complex multi-channel revenue recognition, settlement report breakdowns (Shopify, Amazon, eBay), payout clearing reconciliations (Stripe, PayPal, Square), and inventory tracking. Real Estate & Property Management: Rental property accounting, 1031 exchanges, security deposit tracking, mortgage/loan bifurcation, and portfolio performance analysis. Construction & Contracting: Job costing, progress billing, WIP (Work in Progress) reporting, subcontractor management, and 1099 compliance. Professional Services & SaaS: Retainer management, deferred revenue, recurring billing, and cash flow forecasting. 🛠️ Specialized Services Historical Cleanup & Catch-Up: Transforming months or years of disorganized, un-reconciled books into pristine, tax-ready financial statements. E-Commerce Integration & Clearing Reconciliation: Seamlessly connecting sales channels to QuickBooks/Xero using A2X, Webgility, or Hubdoc to eliminate duplicate sales or phantom fees. Financial Management & KPIs: Preparing custom management reports, variance analyses, budgets, projections, and interactive financial dashboards. Full-Cycle Bookkeeping: AP/AR management, inventory tracking, bank & credit card reconciliations, and payroll advisory (Gusto Certified). 💻 Technical Stack & Software Mastery Core Accounting: QuickBooks Online (ProAdvisor Certified), Xero, Wave, Zoho Books E-Commerce & Integrations: Shopify, Amazon Seller Central, eBay, A2X, Webgility, Hubdoc Payment Gateways: Stripe, PayPal, Square, Amazon Pay Advanced Excel & Analytics: VLOOKUP/XLOOKUP, Pivot Tables, Financial Dashboards, Visualizations, & Big Data Cleanup 🤝 Why Work With Me? Audit-Trail First Approach: I don't just "categorize" transactions; I ensure strict adherence to GAAP/accrual accounting standards so your tax CPA has zero headaches. Clear & Direct Communication: Timely updates, complete transparency, and proactive identification of workflow bottlenecks. Enterprise Precision, SMB Agility: Corporate-level accuracy tailored specifically to the speed and needs of growing businesses. Ready to get your financial workflows streamlined and your books audit-ready? Send me an invite or message, and let's discuss your project!
Earnings and projects
Last 6 months ÷ 6
Read daily since Oct 29, under 30 days
Billed in all: $126,603$127k
$931 in the last 6 months
Across 43 contracts
Across 116 contracts
Earnings, last 30 days
Tracked from Oct 29, 2026.
Skill rankings: Top 0.60% in Market Analysis
Ranked by MRR among everyone on Upwork with the skill.
- Project Finance172 freelancers · 🇮🇳 #2Top 1%🇮🇳#2 of 19
- Valuation292 freelancers · 🇮🇳 #2Top 1%🇮🇳#2 of 54
- #8Quantitative Analysis687 freelancers · 🇮🇳 #1Top 1%🇮🇳#1 of 70
- #9Market Analysis1,500 freelancers · 🇮🇳 #1Top 0.60%🇮🇳#1 of 97
- #9Business Valuation403 freelancers · 🇮🇳 #2Top 2%🇮🇳#2 of 57
- #10Pitchbook491 freelancers · 🇮🇳 #2Top 2%🇮🇳#2 of 57
- #24Financial Planning1,216 freelancers · 🇮🇳 #2Top 2%🇮🇳#2 of 128
- #48Financial Analysis3,527 freelancers · 🇮🇳 #5Top 1%🇮🇳#5 of 356