Zaid S.

Licensed US CPA | QuickBooks ProAdvisor | Tax Strategist | Fractional CFO | Bookkeeper | Financial Controller -8+ years in US tax, accounting, bookkeeping, and financial reporting with accounting degree. -121+ projects delivered across bookkeeping, tax preparation, and CFO advisory -Small businesses to mid-size companies across every industry -100% Job Success Score with Top Rated badge (awarded to Top 10%) on Upwork I'm a licensed US CPA and certified QuickBooks ProAdvisor who fixes, optimizes, and future-proofs your entire financial operation from catch-up bookkeeping and account reconciliation to multi-state tax planning and fractional CFO advisory. If your tax liability is too high, your books are backlogged, your bank reconciliation is overdue, or your financial accounting systems are broken, you're in the right place. CORE SERVICES: 1. Bookkeeping & Accounting: -Full-cycle bookkeeping and financial accounting -Bank reconciliation and account reconciliation -Accounts payable and accounts receivable management -Catch-up and clean-up bookkeeping for backlogged books -Month-end and year-end close -GAAP-compliant financial reporting and statements 2. QuickBooks Services: -Intuit QuickBooks Online and Desktop setup and optimization -Certified QuickBooks ProAdvisor; cleanup, training, consulting -QuickBooks account system integration with third-party platforms -Chart of accounts design, restructuring, and data migration 3. Financial Reporting & Analysis: -P&L, Balance Sheet, and Cash Flow statement preparation -Financial modelling, budgeting, and forecasting -Financial analysis for investors, lenders, and stakeholders -Management reporting and KPI dashboards 4. Fractional CFO & Advisory: -Fractional CFO and financial controller services -Cash flow management and strategic financial advisory -Forensic accounting and financial investigation -Audit support, due diligence, and accounting system integration 5. Tax Planning & Compliance -US tax preparation and filing: Individual, LLC, S-Corp, C-Corp, Partnership -Multi-state tax compliance and tax planning strategy -IRS audit support, correspondence, and dispute resolution -Entity structuring and restructuring for tax efficiency -Sales tax filing and compliance INDUSTRIES SERVED: -Real Estate and Construction -Ecommerce (Amazon, Shopify, Etsy, eBay, Walmart) -SaaS and Technology Startups -Medical and Healthcare -Law Firms and Professional Services -Non-Profits and NGOs -Restaurants and Hospitality -Logistics and Shipping SOFTWARE & TOOLS: Accounting & Bookkeeping: Intuit QuickBooks Online and Desktop, QuickBooks ProAdvisor Certified, Xero, Wave, Odoo, FreshBooks Tax Preparation: Drake, ProSeries, UltraTax Payroll & Expenses: ADP, Gusto, Expensify Ecommerce & Payments: A2X, Stripe, Shopify, Amazon Seller Central Productivity & Reporting: Excel, Google Sheets RESULTS DELIVERED: -Reduced client tax liability by 22% through proactive tax planning and entity restructuring -Recovered $150K+ in discrepancies through forensic accounting and account reconciliation -Cleaned up 3+ years of backlogged bookkeeping for a $5M real estate portfolio -Delivered GAAP-compliant financial reporting for Fortune 500 enterprise clients -Managed $1M+ MRR client financials with 100% accuracy and zero compliance violations -Resolved 20+ IRS notices without a single client penalty -Streamlined QuickBooks account system integration cutting reconciliation time by 35% WHY CLIENTS CHOOSE ME: -Licensed US CPA, and not just a bookkeeper -Certified QuickBooks ProAdvisor with deep Intuit QuickBooks expertise -Full-service tax strategist, financial accountant, and fractional CFO in one -Experience across every industry and business size -Catch-up, clean-up, and ongoing bookkeeping. -Fast turnaround, clear communication, zero surprises -Available for one-time projects or long-term retainer engagements WHETHER YOU NEED TO: -File overdue tax returns and achieve full tax compliance -Clean up years of messy bookkeeping records -Set up and optimize Intuit QuickBooks from scratch -Build a tax planning and strategy to save thousands annually -Get fractional CFO advisory without the full-time cost -Prepare GAAP-compliant financials for investors or lenders -Conduct forensic accounting to investigate financial discrepancies I have done it all, and I will deliver it for you as well. Reach out today for a free consultation. Let's fix your books, and take your finances to the next level. Keywords: Accounting, accounts payable, accounts receivable, bank reconciliation, bookkeeper, cash flow management, catch-up bookkeeping, clean-up bookkeeping, ecommerce bookkeeping, financial analysis, financial reporting, forensic accounting, fractional CFO, full-cycle bookkeeping, QuickBooks cleanup, QuickBooks ProAdvisor, QuickBooks setup, real estate bookkeeping, tax compliance, tax preparation, tax strategy, virtual bookkeeping, CPA, compliance, cleanup, catchup. tax filing, certified tax preparer