Kamal S.
RE Accountant | QB/SAP Pro | Excel/PowerBI Automation(n8n/Make/Zapier)
🎯FINANCIAL AUTOMATION SPECIALIST Accounting + Analytics + Automation = One Integrated Service I bridge the gap between traditional bookkeeping and modern financial analytics. Clean books + automate dashboards + minimal manual entry spreadsheets. ═══════════════════════════════════════════════════════════ 🎯THE PROBLEM I SOLVE: Your team is drowning in spreadsheets. Every month: → Someone enters transactions in QuickBooks → Someone manually pulls reports → Someone rebuilds charts in Excel → Your CPA gets messy data → Nobody sees real-time insights It doesn't have to be this way. ═══════════════════════════════════════════════════════════ 🎯MY SOLUTION: FINANCIAL AUTOMATION ARCHITECTURE Phase 1: CLEAN (Bookkeeping) ✅ QuickBooks setup/cleanup ✅ Monthly transaction entry & reconciliation ✅ Chart of accounts optimization ✅ Tax-ready financial statements Phase 2: VISUALIZE (Data Visualization) ✅ Power BI dashboards (real-time financial reporting) ✅ Excel dashboards (simple, automated reporting) ✅ KPI tracking (cash flow, profitability, growth) ✅ Investor-ready presentations Phase 3: AUTOMATE (Workflow Automation) ✅ Remove manual data entry (ETL pipelines) ✅ Auto-generating monthly reports ✅ Alert systems (variances, exceptions) ✅ Self-service analytics for your team Result: Your financial data works for you. No manual spreadsheets. ═══════════════════════════════════════════════════════════ 🎯WHO I'VE WORKED WITH: • Real estate investors & property managers • Small business owners (5-50 employees) • Manufacturing & inventory companies • E-commerce & SaaS companies • Accounting firms & consultants • Logistics & transportation companies ═══════════════════════════════════════════════════════════ 🎯SERVICES: 📚 BOOKKEEPING • Monthly QuickBooks management • Reconciliation & financial reporting • Real estate specialization • Catch-up & cleanup projects 📊 DATA VISUALIZATION • Excel dashboards & charts • Power BI reporting • Financial KPI tracking • Investor presentations 🔄 AUTOMATION & INTEGRATION • ETL workflows (data extraction, transformation) • SAP Business One reporting • SQL queries & database work • Spreadsheet automation (VBA, Power Query) 🎓 TRAINING & CONSULTING • AI Implementation in your Organizations, Excel & Power BI training • Financial analysis consulting • Dashboard best practices • Process optimization and automation ═══════════════════════════════════════════════════════════ 🎯MY BACKGROUND: ✓ 65+ completed projects | 5,400+ hours | $100K+ earnings ✓ ACCA (Accounting & Finance degree) ✓ Oxford Brookes University (Bachelor of Applied Science) ✓ Expertise: SAP Business One, QuickBooks, Excel, Power BI, SQL, VBA, Python, ✓ 100% job success | Top Rated freelancer ✓ Specialized in ERPimplementationsa nd data migrations, financial services, adhoc reporting or turning raw data into strategic insights ═══════════════════════════════════════════════════════════ 🎯CLIENT TESTIMONIALS: "Experienced Excel expert. Understands project requirements and delivers on time. Would definitely rehire for Reporting work." — 4.6/5 ⭐ "Kamal was very knowledgeable and professional when dealing with our reporting requests. Would definitely hire for similar projects in the future." — 5.0/5 ⭐ "Fantastic experience. Will hire again." — 5.0/5 ⭐ "Kamal is fantastic. He constantly communicates with you throughout the process, he achieves the agreed deadline and his quality of work is second to none." — 5.0/5 ⭐ ═══════════════════════════════════════════════════════════
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $2.2k
Billed in all: $113,956$114k
$740 in the last 6 months
Across 77 contracts
Earnings, last 30 days
Skill rankings: Top 18% in Data Scraping
Ranked by MRR among everyone on Upwork with the skill.
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