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Gerzain G.

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.

🇺🇸Fresno, United States$150/hr100% JSS4.63 (9)Since Nov 2021

Earnings and projects

MRR
$396

Last 6 months ÷ 6

World#87,326 / 412k
🇺🇸Country#12,777 / 62.1k
Revenue, last 30 days
$1.4k

Last 6 months: $2.4k

World#31,507 / 412k
🇺🇸Country#5,348 / 62.1k
Total earnings
$17k

Billed in all: $17k

World#153,805 / 412k
🇺🇸Country#25,196 / 62.1k
Per project
$937

$791 in the last 6 months

World#128,904 / 412k
🇺🇸Country#21,930 / 62.1k
Projects, last 6 months
3
67% fixed33% hourly
World#66,479 / 412k
🇺🇸Country#8,998 / 62.1k
Projects in all
18

Across 19 contracts

53% fixed47% hourly
World#143,608 / 412k
🇺🇸Country#20,770 / 62.1k

Earnings, last 30 days

$17.3k+$1.4k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$15k$16k$17k$18kOct 8Oct 23Nov 7

Skill rankings: Top 23% in Microsoft Excel

Ranked by MRR among everyone on Upwork with the skill.

  1. #36Claude Skills133 freelancers · 🇺🇸 #5Top 27%
  2. #47Taxation156 freelancers · 🇺🇸 #11Top 30%
  3. #65Financial Model287 freelancers · 🇺🇸 #21Top 23%
  4. #256Financial Audit995 freelancers · 🇺🇸 #46Top 26%
  5. #306Claude Code818 freelancers · 🇺🇸 #30Top 37%
  6. #336Financial Report1,343 freelancers · 🇺🇸 #51Top 25%
  7. #611Financial Accounting2,249 freelancers · 🇺🇸 #125Top 27%
  8. #715AI Automation2,024 freelancers · 🇺🇸 #62Top 35%