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Anne C.
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Anne C.

QuickBooks Cleanup, CFO Advisory, Financial Reporting, Cash Flow

I help business owners turn messy accounting into clear, decision-ready financials. If your QuickBooks file is behind, your reports don’t tell the full story, or you need higher-level financial guidance, I can help you get control of the numbers and use them to run your business more confidently. My Quickbooks diagnostic review examines all aspects of your QuickBooks account and will let you know exactly what improvements need to be done. I will customize and organize your QBO account just for you so you get the data that is most important to you. I excel at creating efficient systems, workflows and automations. Are you looking for ways to increase profitability? Do you struggle with your company's financials? Do you want to make sure that you are doing things correctly? Do you struggle with cash flow management or just trying to make sense of complex data? Do you want an accountant that you can turn to for answers regarding accounting concerns and QuickBooks questions? Are you considering migrating from QuickBooks desktop to QuickBooks online? If you replied Yes to any of these questions, I can help you! I will turn financial chaos into clarity and bring control and confidence to your numbers - giving you the insights and strategies you need to grow profitability and sustainably. I offer services tailored to your unique business needs, ensuring that you have the financial information required to make confident, informed decisions. I am an Intuit ProAdvisor Platinum member. I offer full-cycle accounting services, CFO-level functions, training, troubleshooting, consulting, app integrations and more. Also I have performed dozens of QuickBooks desktop to QuickBooks Online migrations. Not only am I a strong accountant who is great at closing the books & reporting, I am an operational accountant who understands the purpose & mechanics of business. I have 30 years of accounting experience. I have held such positions as VP of Finance, CFO, Controller, Accounting Manager, etc. In addition, my experience ranges from start ups and small businesses all the way up to and including multi-national corporations and Fortune 100 concerns. I have extensive experience with numerous accounting software packages including all versions of QuickBooks, Xero, FreshBooks, NetSuite, etc. My experience includes handling all aspects of AR & AP, payroll processing, processing payroll, full-scope controllership, budgeting and budget variances, short & long-term strategic planning, financial analysis, cash flow analysis, preparing/reviewing tax fillings, project cost accounting, maintaining fixed assets and depreciation schedules, preparation of financial reports, performing month-end close, invoicing and collections, and much more. In addition, my computer skills are highly refined. Why settle for what your business did last month, when you can see where it is going next. If you need an experienced finance partner who can bring clarity, structure, and practical insight to your books, let’s connect and discuss how I can help.

🇺🇸Lewes, United States$65/hr100% JSS3.48 (59)Since Apr 2016

Earnings and projects

MRR
$11k

Last 6 months ÷ 6

World#1,006 / 412k
🇺🇸Country#483 / 62.1k
Revenue, last 30 days
$8k

Last 6 months: $66k

World#2,334 / 412k
🇺🇸Country#967 / 62.1k
Total earnings
$797k

Billed in all: $828k

World#996 / 412k
🇺🇸Country#415 / 62.1k
Per project
$7.1k

$3.3k in the last 6 months

World#24,111 / 412k
🇺🇸Country#3,971 / 62.1k
Projects, last 6 months
20
0% fixed100% hourly
World#6,057 / 412k
🇺🇸Country#1,043 / 62.1k
Projects in all
113

Across 142 contracts

11% fixed89% hourly
World#23,599 / 412k
🇺🇸Country#3,816 / 62.1k

Earnings, last 30 days

$828k+$8k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$815k$820k$825k$830kOct 8Oct 23Nov 7

Skill rankings: Top 0.23% in Intuit QuickBooks

Top 1% in 6 of 6 skills, ranked by MRR among everyone on Upwork with the skill.

  1. 3Cost Accounting474 freelancers · 🇺🇸 #3Top 0.63%
  2. #6Cash Flow Analysis705 freelancers · 🇺🇸 #5Top 0.85%
  3. #8Budget Management1,353 freelancers · 🇺🇸 #5Top 0.59%
  4. #12Intuit QuickBooks5,208 freelancers · 🇺🇸 #9Top 0.23%
  5. #12Financial Reporting2,681 freelancers · 🇺🇸 #10Top 0.45%
  6. #18Financial Analysis3,527 freelancers · 🇺🇸 #10Top 0.51%