Pedro E.
Financial Operations Architect | US Tax & Payroll | QuickBooks/Taxwise
Financial Operations Architect | US Tax & QuickBooks Enterprise Expert I am a Process Engineer with a Master’s in Industrial Administration and over 5 años of hands-on experience in the US accounting market. I specialize in helping Hispanic-owned accounting firms and SMEs bridge the gap between complex financial data and operational efficiency. Why work with a "Financial Architect" instead of a traditional bookkeeper? My background in Engineering and my Master’s thesis—"La Mejora Continua como agente detonante en el crecmiento de las Pyme´s en México"—allows me to approach your firm as a system. I don’t just record data; I optimize your entire back-office workflow using Agile methodologies and AI tools to reduce errors and increase profitability. Expertise & Core Services: Full-Cycle Tax Preparation: Handling of Individual (1040) and Corporate (1065, 1120-S, 1120 C, Schedule C) taxes using TaxWise (Desktop & Online). Advanced Bookkeeping: Specialist in QuickBooks Enterprise, Desktop, and Online. From complex bank reconciliations to deep clean-ups. Payroll & Compliance: Precise payroll execution, W-2/1099 filings, and IRS reporting. Digital Transformation: I help traditional firms modernize by setting up digital workflows and online presence to attract new clients. Bilingual Strategy: I offer the best of both worlds: I am a native Spanish speaker, making me the perfect partner for strategic business discussions and Hispanic client relations. Technically, I am fully proficient in English, managing all IRS documentation, software interfaces, and professional reporting with precision. My goal is to provide you with the peace of mind that your processes are solid and your firm is ready to grow.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $2.4k
Billed in all: $5,390$5.4k
$814 in the last 6 months
Earnings, last 30 days
Skill rankings: Top 22% in Financial Analysis
Ranked by MRR among everyone on Upwork with the skill.
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