Joe W.Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.

CPA | QBO ProAdvisor | Setup, Cleanup, Reporting & Dashboards I’m a US-based CPA with 30 years of extensive hands-on experience in financial, management/cost, and investment accounting, treasury, and reporting. I can step into your accounting wherever you are in the process. **SET UP → CATCH UP → CLEAN UP → MAINTAIN → REPORT → DASHBOARD** Maybe you're starting a new business and want QuickBooks set up correctly from the beginning. Maybe your books are months or years behind and need to be caught up. Maybe the books are current but need cleanup and better reconciliations. Or perhaps your accounting is already working well but what you're really missing is better reporting and dashboards. I can help at any point along that path. ### SET UP QuickBooks Online setup, Chart of Accounts design, accounting workflows, bank rules, and processes designed around how your business actually operates. ### CATCH UP & CLEAN UP I have extensive experience bringing accounting files that are behind, disorganized, or difficult to rely on into an organized and reconciled condition. The goal isn't simply to make QuickBooks "look right." It's to establish accurate accounting that you and your tax professional can rely on and that can support useful financial reporting. ### MAINTAIN Ongoing bookkeeping, reconciliations, monthly close, financial statement preparation, and management reporting. I personally handle the work and prefer working directly with business owners and management. I'm looking to build a small number of long-term client relationships rather than a large bookkeeping operation where the work is handed off to someone else. ### REPORT Once the accounting is right, I can help turn the data into information you can actually use to run the business. I have extensive experience with Excel and have built customized management reports and financial models for areas such as: * Profit & loss and balance sheet analysis * Cash flow * Budget vs. actual * Sales and gross-margin analysis * Inventory * Working capital * Loan and debt reporting * Custom management reporting ### DASHBOARDS If your books are already in good shape but your reporting is still basic, this is where I can really add value. I can take QBO data and build dynamic reporting and dashboards in Excel or Google Sheets that give you a clearer view of the business. I also have experience with SQL, MS Access, VBA, the QBO API, and SaasAnt, which allows me to go beyond standard QuickBooks reports when a business needs something more customized. ### EXPERIENCE Including Inventory-heavy retailers, e-commerce, HVAC, plumbing, auto repair, law firms, property management, real estate, and investment-related businesses. ### CREDENTIALS * Dual BBA degrees in Accounting and Finance * CPA with 30 years of hands-on accounting, treasury, and reporting experience * QBO ProAdvisor and QBO Payroll Certified * Gusto Payroll Certified, with experience using ADP and Paychex If you want someone who understands the accounting, takes personal responsibility for the work, and can help turn your financial data into something you can actually use, I'd be happy to talk.