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I operate a fractional CFO practice that serves solar and real-estate developers from project conception through capital raise. To keep scaling, I’m bringing on a staff accountant whose strongest suit is financial reporting. Your primary mission will be to drive timely, accurate monthly and quarterly reports for our solar and real-estate portfolios inside QuickBooks Online, then shape that raw data in Excel into concise dashboards my investors actually read. This is a full time position and my expectation is that you would be available for at least 75% of my working hours which are 8am to 5pm ET. Roughly half of your week will live in the accounting/finance realm—closing the books, reconciling project entities, refining chart-of-account structures, and producing those solar- and real-estate-specific management reports. The other half you’ll pivot into operations: drafting investor updates, maintaining our CRM, light market-research on debt and equity sources, and supporting our small medicare insurance platform. Success looks like: clean QBO files, easy-to-digest Excel analyses delivered within five business days of period-end, and an admin queue that never bottlenecks the front-office team. If financial reporting is second nature to you and you enjoy splitting your day between numbers and operations, let’s talk.
ID do Projeto: 40151153
67 propostas
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Ativo há 16 dias
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67 freelancers estão ofertando em média $13 USD/hora for esse trabalho

As a business-minded financial professional with a proven record of driving long-term growth and operational efficiency, I believe I am perfectly suited for your Staff Accountant/General Business Manager role. My extensive experience as a fractional CFO has equipped me with not only a solid foundation in accounting and financial reporting, but also the ability to wear multiple hats and navigate complex markets. Splitting my time between accounting tasks such as closing books, project entity reconciliation, and producing management reports, and operational responsibilities spanning investor updates and market research on debt/equity sources aligns seamlessly with how I've been operating in my career. Furthermore, I am well-versed in many software platforms integral to the role such as QuickBooks online and Excel which are skillsets you desired. Also, having managed front and back office functions simultaneously in my previous roles, I am confident that I can handle your accounting needs efficiently while ensuring your operations run smoothly without any administrative My goal is always to enable long-term profitability and stability - precisely what you need as you scale your practice further. By choosing me for this role, you are bringing on more than just a Staff Accountant; you're bringing on a strategic partner who can ensure your financial success for years to come. Let's discuss how we can leverage my expertise to meet and exceed your business goals.
$15 USD em 40 dias
9,0
9,0

Hello, I understand you run a fractional CFO practice for solar and real-estate developers and want a staff accountant who excels at financial reporting to drive timely monthly and quarterly reports in QuickBooks Online and turn raw data into concise, investor-friendly Excel dashboards. My approach is to establish a repeatable close process, refine project COAs, reconcile entities, and deliver clean QBO files plus dashboards within five business days of period-end. I will split time between accounting and operations: producing investor updates, maintaining your CRM, conducting focused market research on debt and equity sources, and supporting your Medicare platform. With strong experience in QuickBooks Online, Excel, PowerPoint, and Zoho CRM, I will create scalable reporting templates, reduce bottlenecks, and provide clear, actionable insights for investors. I am available for at least 75% of your 8am-5pm ET window and will work closely with you to scale as your portfolio grows. What are the top KPIs and dashboards your investors read most? How should solar and real estate entities be structured in the COA, and should they be consolidated or kept separate? What is the close timeline and delivery cadence for monthly/quarterly reports? Which data sources feed the dashboards (QBO, CRM, market data) and preferred formats for investor updates? What is the expected weekly time allocation for CRM maintenance, investor updates, and market research, and which CRM do you use? Bes
$25 USD em 37 dias
7,2
7,2

As a seasoned project manager and team lead at Zayer Tech, I’ve honed my ability to process complex financial data using Excel for clear and concise reporting. I have direct and extensive experience with QuickBooks Online, ensuring I can quickly and accurately navigate the platform to produce the high-quality output you need. Moreover, my strong organizational and structure skills will contribute to refining your chart-of-account structures, thus further improving your financial management. Splitting my time between operations and number-crunching has been a daily routine in my career - drafting investor updates, market researching on capital raise sources, maintaining CRMs. Rest assured that I can flexibly handle all the tasks involved in managing your solar and real-estate portfolios without letting any administrative backlogs impact your front-office team. At Zayer Tech, we take pride in our AI-driven business efficiency solutions. So not only can I deliver on your financial reporting needs with precision, but I can also bring fresh perspectives for your company's workflow optimization through process automation using no-code/low-code tools like Zapier or Power Automate. Combining this strategic insight with technical expertise as a PMP-certified professional allows prospect for meaningful innovation throughout our engagement together.
$8 USD em 40 dias
7,3
7,3

Hi Casen, Thank you for considering my proposal. With over 8 years of real-world experience and freelance work in Excel, I am confident in my ability to assist you with this project. I have carefully read through your requirements and am eager to discuss how I can contribute to your fractional CFO practice as a staff accountant and general business manager. I would like to connect with you in chat to delve deeper into the specifics of your project and how my skills align with your needs. Regards,
$8 USD em 40 dias
7,4
7,4

Hi, I’ve carefully reviewed your role description, and it aligns very well with my background and strengths. I’m a QuickBooks Online ProAdvisor with 4+ years of experience in financial reporting, month-end close, reconciliations, and management reporting for multi-entity businesses. Financial reporting is my strongest suit, and I’m very comfortable turning raw QBO data into clean, investor-ready Excel dashboards that are easy to read and decision-focused. On the accounting side, I have hands-on experience closing books on a monthly and quarterly basis, reconciling complex entities, refining charts of accounts, and producing tailored reports for stakeholders. I understand the importance of accuracy, consistency, and speed—delivering clean reports within five business days of period-end is a standard I already work to. Operationally, I’m equally comfortable supporting investor communications, maintaining CRMs, performing structured market research, and handling admin workflows so nothing stalls the front office. I’ve worked in environments where switching between finance and operations is the norm, not the exception. I can commit to full-time availability and align with your 8am–5pm ET working hours, meeting the 75% overlap requirement. If you’re looking for someone who can keep QBO spotless, elevate reporting quality, and support operations without constant oversight, I’d welcome the opportunity to discuss next steps. Best regards, Mussadiq Hussain
$8 USD em 40 dias
6,6
6,6

Well , i would love to work on this project as i am QBO Certified pro advisor and i have more than 14 years of working experience in bookkeeping, accounts compilation and finalization as well as strong experience in US GAAP which enables me to undertake this job efficiently and effectively. I work aligned with US Working hours so it also wont be a big problem as well . Dashboard preparation and portfolio analysis wont be a problem for me as i have experience in it as well . So, please get in touch and let me know so that we may discuss in detail over the chat
$12 USD em 40 dias
6,2
6,2

Hi, We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on Project Management, Accounting, Excel, Powerpoint, Intuit QuickBooks, Market Research, Proposal Writing, Content Writing, Financial Analysis, Zoho CRM Please come over chat and discuss your requirement in a detailed way. Thank You
$12 USD em 40 dias
6,0
6,0

Hello Casen G., I am Mohmed, with over 7 years of experience in Accounting and Intuit QuickBooks. I have carefully read your project requirements for a Staff Accountant/General Business Manager. For this project, I will focus on driving timely and accurate monthly and quarterly financial reports for your solar and real estate portfolios within QuickBooks Online. I will then transform the data into concise dashboards using Excel for investor consumption. Additionally, I will handle tasks such as closing the books, reconciling project entities, refining chart-of-account structures, and producing management reports. My expertise lies in Accounting, Bookkeeping, and Tax return filing. I am keen to discuss this project further with you. Best regards, Mohmed
$15 USD em 40 dias
5,7
5,7

Hi there, I'm ready to start working on your project Staff Accountant / General Business Manager - 15/01/2026 16:28 EST. I’ve reviewed your description carefully, and as a creative & academic content writer with extensive experience in Content Writing, Proposal Writing, I’m confident I can deliver a solution that meets your expectations and aligns with your vision. Check out my profile here: ✨ https://www.freelancer.com/u/saifsolutions ✨ Feel free to reach out via chat or Freelancer call so we can discuss your project in more detail. Best regards, Saifullah
$8 USD em 40 dias
5,3
5,3

⭐⭐⭐⭐⭐ Valuable Client, CnELIndia and Raman Ladhani can support your expanding fractional CFO practice by delivering precise financial reporting, disciplined month-end close, and reliable operational support. Our team is experienced with QBO cleanup, entity reconciliation, and building solar- and real-estate-specific charts of accounts that ensure consistency across all project files. We convert raw QuickBooks data into clear Excel dashboards tailored for investor consumption and guarantee delivery within your five-day period-end window. We can align coverage to more than 75% of your 8am–5pm ET schedule, ensuring real-time communication and rapid issue resolution. On the operational side, we handle investor updates, CRM upkeep in Zoho, light market research on debt and equity sources, and support ancillary workflows like your Medicare insurance platform. Our structured onboarding includes QBO file review, process mapping, reporting templates, and a weekly cadence to keep your front office free of bottlenecks and your portfolios running cleanly.
$12 USD em 40 dias
5,3
5,3

Hi, I have read your requirement and I’m confident I’m a strong fit for this role. I am a CPA with over 5 years of experience in financial reporting, project-based accounting, and management reporting, and I am a QuickBooks Online and Xero ProAdvisor. I have hands-on experience supporting multi-entity structures, investor-facing reporting, and building Excel dashboards that turn raw QBO data into clear, decision-ready insights—particularly for capital-intensive and project-driven businesses. I’m comfortable owning monthly and quarterly closes, reconciling project entities, refining charts of accounts, and delivering clean, timely reports within tight deadlines. I also enjoy the operational side of the work, including investor updates, CRM maintenance, and research support, and I’m fully available during 8am–5pm ET with the flexibility you require. My focus is accuracy, clarity, and keeping both the finance and admin queues moving smoothly so leadership and investors always have confidence in the numbers. Regards, Humayun Khan
$8 USD em 40 dias
4,5
4,5

Dear Hiring Manager, I am excited about the opportunity to join your fractional CFO practice as a Staff Accountant/General Business Manager. With over 10 years of experience in financial reporting, Excel, QuickBooks, and operations management, I am confident in my ability to drive timely and accurate reports for your solar and real estate portfolios. My proven success in similar projects can be seen in my portfolio. I am dedicated to delivering clean financial data, concise dashboards, and operational support to help your business thrive. If you are seeking a detail-oriented professional who excels in both numbers and operations, I am ready to contribute to your team's success. Let's discuss how I can add value to your practice. Thank you for considering my application. Best regards, Ali Zahid
$12 USD em 40 dias
3,8
3,8

Hi, I understand the crucial role accurate and timely financial reporting plays in a fast-scaling fractional CFO practice like yours. With extensive experience managing QuickBooks Online, designing Excel dashboards tailored for investor clarity, and supporting operational workflows, I’m confident in delivering what you need. I’ve helped solar and real estate clients streamline books and craft dashboards investors actually engage with — transforming complex data into clear, actionable insights. I’m ready to integrate closely with your schedule to ensure seamless monthly closes, reconciliations, and crisp reporting within five business days, plus balance operational support with investor updates and CRM management. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. What specific metrics or KPIs are most critical for your solar and real-estate investor dashboards? Thanks, Asad
$25 USD em 55 dias
3,9
3,9

As an experienced bookkeeping professional with a comprehensive skill set that includes accounting, Excel proficiency, financial analysis and of course, expertise in Intuit QuickBooks, I'm equipped to meet the unique requirements of your role head-on. Throughout my 5+ years in the industry, I've honed my ability to drive accurate financial reporting while also supporting various operational functions. This encompasses everything from maintaining clean QBO files to producing timely reports within a tight deadline - skills that align perfectly with your project expectations. My proficiency with multiple accounting software means I'm versatile and adaptable in driving efficient bookkeeping measures, ensuring no transaction, be it reconciliation or report generation, escapes my meticulous eye. Moreover, I understand the need for confidentiality when dealing with financial information and take data security very seriously. In addition to bringing you my technical proficiencies, you’d also benefit from my mindset of prioritizing efficiency and attention to detail. I understand the specific demands of your business and am committed to tailoring my service to fit your needs. Let's work together to simplify your financial journey and ensure clean books that fuel your ventures' growth!
$12 USD em 40 dias
3,6
3,6

With over four years of experience in virtual assistance and financial analysis, I am confident that my unique skill set and background will be a perfect fit for your staff accountant role. Not only have I mastered advanced Excel skills needed for financial reporting, but I have also developed strong organizational skills to timely and accurately manage the books. Building Excel dashboards that resonate with investors is one of my specialities; it's about crafting the data into a compelling story. Moreover, I understand the peculiarities involved in solar and real-estate portfolios; from the specific chart-of-account structures to dealing with Medicare insurance, my skillset gels well with these requirements. In addition to finance, I can help you in operations - drafting investor updates, managing CRM, conducting market research on financing options – essentially lending you more support than solely an accountant. Lastly, my proficiency in QuickBooks Online (QBO) and its integration with Microsoft Office Suite can assure you timely clean QBO files and easy-to-digest Excel analyses within strict deadlines. As a proven self-starter and efficient communicator, I pledge to unclutter your administrative queue so that it never bottlenecks the front-end team. Let’s make this journey of scaling your business smoother together.
$12 USD em 40 dias
3,2
3,2

Hello, I’m a CPA & QuickBooks Online ProAdvisor with strong financial reporting experience across project-based and investment-driven businesses. I can support your fractional CFO practice by owning monthly and quarterly reporting for solar and real-estate entities in QBO, then turning that data into clear, investor-ready Excel dashboards delivered on time. I’m comfortable closing books, reconciling project entities, refining COAs, and producing management reports, while also handling operational support—investor updates, CRM maintenance, light market research, and admin workflows. I’m detail-driven, deadline-focused, and used to working inside fast-moving finance teams. Available full-time, aligned to 8am–5pm ET (≥75% overlap), and ready to help keep your reporting clean, timely, and scalable.
$12 USD em 40 dias
3,8
3,8

Hello, I’m very interested in this role and confident I can support the growth of your fractional CFO practice. Financial reporting in QuickBooks Online is second nature to me, and I’m comfortable closing multi-entity books, reconciling project-level activity, and translating that data into clear, investor-ready Excel dashboards on a tight timeline. I also enjoy the operational side of the work—supporting CRM upkeep, investor communications, and light market research—so switching between finance and execution feels natural. I’m available during your core ET hours and understand the importance of being highly responsive to keep leadership unblocked. I’d be glad to discuss how I can help keep your reporting clean, timely, and decision-focused. Best regards, Juan
$12 USD em 40 dias
2,9
2,9

As an accomplished Chartered Accountant with over a decade's worth of experience in financial reporting and audit assurance, I strongly believe my expertise is well-tailored to meet your requirements. I have not only managed comprehensive audits, ensuring compliance with GAAP and IFRS, but I have also used advanced data analytics to interpret complex financial data, providing concise yet strategic insights. These skills will be crucial in delivering the accurate, timely reports necessary for your solar and real estate portfolios. In addition to my accounting acumen, I am also proficient in Microsoft Excel and Intuit QuickBooks—intermediary systems you rely on for monitoring your key metrics. I completely understand how significant it is for you to have clean QBO files and digestible Excel analyses within a minimal timeframe.I can assure you that not only will my work be prompt but it will also be of the utmost quality. Moreover, my experience with Zoho CRM and project management would help navigate the operations side of this role smoothly. Lastly but importantly, being located in Pakistan means that our time zones align closely - making me available during your working hours without any delay. If you're looking for someone who can effortlessly balance financial reporting with operational tasks while exceeding expectations, let's discuss further how we can drive your company forward.
$10 USD em 40 dias
2,4
2,4

Hi there,Good morning I am Talha. I can work with your project skills Content Writing, Powerpoint, Financial Analysis, Proposal Writing, Accounting, Intuit QuickBooks, Excel, Market Research, Zoho CRM and Project Management I am excited to present my proposal, which centers around a personalized approach designed to elevate your project. We will start with an in-depth consultation to gain a deep understanding of your project's unique requirements, goals, and constraints. Our commitment to customization means that we will tailor our services to align perfectly with your project, and we will explain how this approach will meet your expectations. Please note that the initial bid is an estimate, and the final quote will be provided after a thorough discussion of the project requirements or upon reviewing any detailed documentation you can share. Could you please share any available detailed documentation? I'm also open to further discussions to explore specific aspects of the project. Thanks Regards. Talha Ramzan
$25 USD em 22 dias
2,3
2,3

As an experienced Senior Accounts Executive and Certified QuickBooks & Xero ProAdvisor, I bring an extensive understanding of accounting and financial reporting to the table. My specialty in maintaining clean books, reconciling accounts, and producing comprehensive financial statements like P&Ls, Balance Sheets, and Cash Flows directly aligns with your needs. I assure you my data-driven mindset and my knack for turning raw data into enlightening Excel dashboards will be a game-changer for your solar and real estate portfolios. On top of that, my ability to wear multiple hats is an advantage in effectively managing operations alongside accounting functions. I'm well-versed in handling various administrative tasks like drafting investor updates, maintaining CRMs, conducting light market research. This blend of skills underlines my potential to support your business’s holistic development needs. What sets me apart is not just my proficiency but my commitment to client satisfaction. With me, you can count on having clean QBO files and easy-to-understand Excel analyses delivered promptly in support of your vital decision-making processes. My dedication to accuracy and efficiency also ensures your administrative queue never bottlenecks the front-office team and that no stone goes unturned in meeting compliance requirements. Let's collaborate and scale your business confidently by simplifying your accounting and data management needs!
$12 USD em 40 dias
1,6
1,6

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