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Brian O.
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Brian O.

CPA | Tax | CFO | Auditor

I'm a licensed CPA with 20 years of public practice experience including 18 years at the 5th largest accounting firm. I provide value in the following areas: 1) Financial reporting including CFO leadership of financial reporting; independent audits, reviews, compilations and preparations 2) Tax strategy, tax planning and analysis, IRS representation, tax compliance, international tax filings, S-corporations, C-corporations, individuals 3) Bookkeeping, financial system transformations, accounting, controller and CFO duties 4) Cash flow forecasting, buy and sell side due diligence 5) Exotic equity arrangements, compensation strategies, benefit plans I'm a sound financial decision maker with expert accounting, tax, and financial reporting skills. I build relationships through collaborative communication. I accrete value with data driven decision making.

🇺🇸Frederick, United States$225/hr100% JSS5.00 (5)Since May 2025

Earnings and projects

MRR
$2.1k

Last 6 months ÷ 6

World#21,378 / 412k
🇺🇸Country#4,760 / 62.1k
Revenue, last 30 days
$0

Last 6 months: $13k

Total earnings
$48k

Billed in all: $49k

World#78,627 / 412k
🇺🇸Country#14,162 / 62.1k
Per project
$2.3k

$2.5k in the last 6 months

World#69,530 / 412k
🇺🇸Country#11,658 / 62.1k
Projects, last 6 months
5

Across 6 contracts

67% fixed33% hourly
World#41,746 / 412k
🇺🇸Country#5,872 / 62.1k
Projects in all
21

Across 23 contracts

65% fixed35% hourly
World#128,797 / 412k
🇺🇸Country#18,743 / 62.1k

Earnings, last 30 days

$48.6kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$48.0k$48.5k$49.0k$49.5kOct 8Oct 23Nov 7

Skill rankings: Top 3% in Cost Management

Ranked by MRR among everyone on Upwork with the skill.

  1. #6Cost Management189 freelancers · 🇺🇸 #2Top 3%
  2. #11Technical Accounting88 freelancers · 🇺🇸 #7Top 13%
  3. #15Government Reporting Compliance202 freelancers · 🇺🇸 #10Top 7%
  4. #18International Taxation210 freelancers · 🇺🇸 #9Top 9%
  5. #18Taxes183 freelancers · 🇺🇸 #12Top 10%
  6. #50Mergers & Acquisitions485 freelancers · 🇺🇸 #30Top 10%
  7. #60KPI Metric Development775 freelancers · 🇺🇸 #21Top 8%
  8. #71CPA703 freelancers · 🇺🇸 #27Top 10%