Dan B.

Financial professional | US CPA | Accounting, Tax, Audit, Nonprofits

Ex-Big 4 auditor with experience working with a diverse array of clients. Nonprofit executive board member for two different organizations (including Treasurer/CCO and Executive Director). Certified Public Accountant in Illinois, Ohio, and Florida. Experience with QuickBooks Enterprise and QuickBooks Online. Experience preparing complex income tax returns for individuals and businesses, including IRS Forms 1040, 1065, and 990. Services I can provide include (NOTE: Rates are negotiable based on service provided!): - Financial statement audits, reviews, and compilations - Internal controls evaluation/consulting - Business startup consulting - Tax return preparation - Nonprofit consulting (including nonprofit compliance and financial consulting) - QuickBooks implementation - Tax advisory/planning services - GRC (Governance, Risk, and Compliance) consulting - General bookkeeping - Payroll accounting/services Although I may be new to Upwork, my dedication and commitment to financial excellence have no bounds. I strive to ensure that my clients are taken care of, listened to, and walk away with a high degree of satisfaction. If you are looking for a hard worker with a wide variety of experiences to support their work, I'm your guy! Reach out with any questions!