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Adam R.

Adam R.

CPA - Bookkeeping, Financial reporting, Monthly reporting

I’m a CPA with 11 years of experience (Big 4 and Industry), specializing in bookkeeping and accounting support for various businesses, however most of my experience is in real estate (both property level accounting and real estate funds). I help property owners, operators, and small investment groups keep their books accurate, organized, and ready for month-end, tax filings, and audits. My work is very hands-on and detail-focused. I support clients with day-to-day bookkeeping, reconciliations, and monthly reporting so they always know where their numbers stand. I also step in to clean up and catch up books when things have fallen behind or become messy. Services I commonly provide include: Ongoing bookkeeping Year end financial reporting Financial Statement preparation Month-end close and financial reporting Cleanup and catch-up bookkeeping General ledger review and error correction Audit-ready bookkeeping and documentation Setup of accounting systems and processes for new entities Because I’ve worked in both public accounting and in-house roles, I understand what clean, well-supported books should look like — not just for daily operations, but also for tax preparers, auditors, and lenders. Clients value that I’m responsive, organized, and proactive, and that I take full ownership of the bookkeeping so they don’t have to worry about it. If you’re looking for reliable bookkeeping support from a CPA who understands various industries and can keep things running smoothly month after month, I’d be happy to connect.

🇺🇸Chicago, United States$125/hr100% JSSSince Nov 2022

Earnings and projects

MRR
$76

Last 6 months ÷ 6

World#141,905 / 412k
🇺🇸Country#19,144 / 62.1k
Revenue, last 30 days
$0

Last 6 months: $453

Total earnings
$10k

Billed in all: $11k

World#193,971 / 412k
🇺🇸Country#31,102 / 62.1k
Per project
$10k

$453 in the last 6 months

World#15,329 / 412k
🇺🇸Country#2,597 / 62.1k
Projects, last 6 months
1
0% fixed100% hourly
World#128,092 / 412k
🇺🇸Country#16,472 / 62.1k
Projects in all
1
0% fixed100% hourly
World#360,671 / 412k
🇺🇸Country#53,151 / 62.1k

Earnings, last 30 days

$10.8kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$10.6k$10.8k$11.0k$11.2kOct 8Oct 23Nov 7

Skill rankings: Top 30% in Fund Accounting

Ranked by MRR among everyone on Upwork with the skill.

  1. #18Fund Accounting61 freelancers · 🇺🇸 #7Top 30%
  2. #34Accounting Tools Setup72 freelancers · 🇺🇸 #9Top 47%
  3. #88Real Estate Financial Modeling247 freelancers · 🇺🇸 #25Top 36%
  4. #287GAAP569 freelancers · 🇺🇸 #80Top 50%
  5. #292CPA703 freelancers · 🇺🇸 #116Top 42%
  6. #390Financial Audit995 freelancers · 🇺🇸 #76Top 39%
  7. #573Finance & Accounting1,535 freelancers · 🇺🇸 #112Top 37%
  8. #949Financial Accounting2,249 freelancers · 🇺🇸 #179Top 42%