Sarah N.
Finance Operations | QBO | Reconciliations | Reporting
𝗔𝗿𝗲 𝘆𝗼𝘂𝗿 𝗯𝗼𝗼𝗸𝘀 𝘁𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹𝗹𝘆 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲, 𝗯𝘂𝘁 𝘆𝗼𝘂 𝘀𝘁𝗶𝗹𝗹 𝗱𝗼𝗻’𝘁 𝘁𝗿𝘂𝘀𝘁 𝘄𝗵𝗮𝘁 𝘁𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝗮𝗿𝗲 𝘁𝗲𝗹𝗹𝗶𝗻𝗴 𝘆𝗼𝘂? Maybe your records don’t tie to the bank or Stripe, your systems don’t agree with each other, or your books are months behind. I make transactions accurate, bring accounts into balance, and turn the financials into reporting you can actually use. My work sits between day-to-day bookkeeping and higher-level financial reporting. I find issues early, trace them to the source, and follow them through until they’re resolved. 𝗪𝗵𝗮𝘁 𝗜 𝗖𝗮𝗻 𝗛𝗲𝗹𝗽 𝗪𝗶𝘁𝗵 ➜ QuickBooks Online bookkeeping, cleanup, and catch-up ➜ Bank, credit-card, payment processor and multi-system reconciliations ➜ Profit &Loss, Balance Sheet, Cash Flow, and management reporting ➜ Financial analysis, variance investigation, and trend analysis ➜ Accounts receivable and accounts payable ➜ Revenue accounting, including reconciliations, revenue recognition and deferred revenue ➜ Month-end accounting and balance-sheet reviews ➜ Identifying discrepancies, missing information, and unusual transactions ➜ Finance process improvement, SOPs and reporting workflows 𝗥𝗲𝗰𝗲𝗻𝘁 𝗜𝗺𝗽𝗮𝗰𝘁 ➜ Resolved an $800K+ cash discrepancy across Stripe, Mercury, and the accounting system by tracing integration failures and orphaned entries. ➜ Fixed payment processor clearing-account issues affecting 19 months of historical transactions. ➜ Raised documentation and receipt coverage from under 1% to over 75%. ➜ Built reporting packages covering cash visibility, runway, forecasting, and management reporting. ➜ Supported SaaS finance operations, including subscription revenue, deferred revenue, MRR/ARR, churn, LTV, CAC, rerention, gross margin analysis, and payment reconciliation. 𝗦𝘆𝘀𝘁𝗲𝗺𝘀 & 𝗧𝗼𝗼𝗹𝘀 QuickBooks Online | Xero | Puzzle | Zoho Books | Stripe | Mercury | Excel | Google Sheets | Looker Studio | Notion | Slack Whether you need cleanup, reconciliations, month-end support, or clearer reporting, I’ll bring accuracy, structure, and visibility to your finance function. Send me a message with what’s going on in your books, and I’ll tell you how I’d approach it.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $7.5k
Billed in all: $10,466$10k
$3.7k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 9% in Puzzle
Ranked by MRR among everyone on Upwork with the skill.
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- #85Month-End Close Assistance408 freelancers · 🇺🇬 #1Top 21%🇺🇬#1 of 2
- #123Cash Flow Analysis705 freelancers · 🇺🇬 #1Top 17%🇺🇬#1 of 1
- #139Financial Statement1,060 freelancers · 🇺🇬 #1Top 13%🇺🇬#1 of 2
- #212Balance Sheet1,576 freelancers · 🇺🇬 #1Top 13%🇺🇬#1 of 2
- #255Looker Studio1,813 freelancers · 🇺🇬 #1Top 14%🇺🇬#1 of 3
- #312Financial Accounting2,249 freelancers · 🇺🇬 #1Top 14%🇺🇬#1 of 1
- #394Account Reconciliation2,860 freelancers · 🇺🇬 #1Top 14%🇺🇬#1 of 2