Gerzain G.
Certified Public Accountant (CPA)
🌟 Top-Tier CPA & AI Automation Specialist | Claude Workflows | Tax & GAAP Expert With over 10 years of professional experience, I combine deep financial reporting under US GAAP and strategic tax planning with cutting-edge AI workflow automation. I specialize in leveraging advanced AI platforms—specifically Claude by Anthropic—to design custom skills, prompt frameworks, and interactive artifacts that streamline complex accounting and tax processes without sacrificing accuracy. 🤖 AI-Powered Accounting & Process Optimization (Claude Expert) I engineer custom Claude skills, system prompts, and artifacts tailored to financial operations. Whether automating data extraction, creating interactive tax-decision models, or optimizing monthly close workflows, I help businesses integrate AI directly into their accounting tech stack. ✅ CPA-Licensed & Registered Tax Preparer I bring deep expertise in handling tax returns accurately and efficiently for individuals, small businesses, and growing enterprises. I use professional-grade software and current tax law to maximize deductions while maintaining full compliance. ✅ Financial Reporting for Businesses From GAAP-compliant financials to audit-ready statements, I have supported startups and corporate entities in maintaining clean, transparent, and investor-ready reporting. ✅ Tax Strategy & AI-Driven Financial Modeling I prepare comprehensive tax planning options—enhanced by structured models—tailored to significantly minimize tax liabilities while staying strictly IRS-compliant. ✅ Cost Accounting System Design I design custom cost-tracking systems to allocate labor, materials, and overhead accurately, giving leadership a clear view of true project profitability. 🔧 Services Offered: AI & Claude Integration: Custom Claude Skills, Financial Artifacts & Prompt Automation for Tax & Accounting GAAP Financial Reporting Prep: Financial Statements, Adjustments, and Audit Readiness Tax Planning & Preparation: Individual & Corporate Returns with Strategic Optimization Accounting Process Optimization: Workflow Automation & QuickBooks Setup/Cleanup Cost Accounting & Profitability Analysis: Overhead Allocation and Margin Analysis Technical Accounting Consulting: Complex Accounting Rules & Compliance 💬 Let’s connect to see how combining top-tier CPA accuracy with modern AI efficiency can transform your financial operations.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $2.4k
Billed in all: $17,255$17k
$791 in the last 6 months
Across 19 contracts
Earnings, last 30 days
Skill rankings: Top 23% in Microsoft Excel
Ranked by MRR among everyone on Upwork with the skill.
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