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, Florida, and Minnesota. Experience with QuickBooks Enterprise, QuickBooks Online, and Gusto. 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 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!
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $19k
Billed in all: $28,753$29k
$1.4k in the last 6 months
Across 15 contracts
Across 19 contracts
Earnings, last 30 days
Skill rankings: Top 3% in Bookkeeping
Ranked by MRR among everyone on Upwork with the skill.
- Financial Policies & Procedures44 freelancers · 🇺🇸 #3Top 7%🇺🇸#3 of 13
- #7Nonprofit Industry Consulting130 freelancers · 🇺🇸 #7Top 5%🇺🇸#7 of 92
- #22Tax Planning & Advisory383 freelancers · 🇺🇸 #12Top 6%🇺🇸#12 of 183
- #24Tax Accounting516 freelancers · 🇺🇸 #12Top 5%🇺🇸#12 of 155
- #30Internal Auditing583 freelancers · 🇺🇸 #6Top 5%🇺🇸#6 of 110
- #55Financial Audit995 freelancers · 🇺🇸 #16Top 6%🇺🇸#16 of 199
- #64Tax Preparation1,478 freelancers · 🇺🇸 #28Top 4%🇺🇸#28 of 514
- #65Financial Planning1,216 freelancers · 🇺🇸 #27Top 5%🇺🇸#27 of 292