Hire the Best Financial Services Professionals

Clients rate our Financial Services Professionals
Rating is 4.8 out of 5.
4.8/5
Based on 4,378 client reviews
Christine H.

Tallahassee, Florida

$115/hr
5.0
91 jobs

Licensed CPA | IRS e-File Provider | QuickBooks Online ProAdvisor I help U.S. business owners clean up their books, file accurate tax returns, and stay compliant as their business grows. • QuickBooks Online cleanup and reconciliation • Tax filings for LLCs, S corporations, partnerships, corporations, and business owners • S-corp elections, payroll compliance review, and reasonable compensation planning • Quarterly bookkeeping/tax compliance reviews • Financial reports for management, lenders, and tax filing support • Non-attest CPA letters for lenders/bonding/regulatory agencies I work with freelancers, consultants, online businesses, service businesses, and owner operated LLCs or S-corps that need practical accounting and tax support. Common projects include: • Cleaning up messy QBO files • Reconciling bank, credit card, payroll, loan, and equity accounts • Preparing business and individual tax returns • Reviewing S-corp setup, payroll, owner payments, and health insurance treatment • Helping business owners understand what needs to be fixed before year end I am a Florida licensed CPA with 10+ years of accounting experience across tax, bookkeeping, compliance, internal controls, and financial reporting.

  • Intuit QuickBooks
  • QuickBooks Online
  • Bookkeeping
  • Financial Planning
  • Accounting
  • Accounting Report
  • Tax Accounting
  • Tax Preparation
  • Tax Return
  • Accounting Advisory
  • CPA
  • Taxation
  • Finance
  • Financial Analysis
  • Taxes
Gerry B.

Marikina City, Philippines

$8/hr
5.0
41 jobs

Available 24/7 for online work. But since my wife is complaining that I have not left any time for her so that will be 8/5 with Saturdays reserved for her shopping (hooboy) and Sunday for mass. My name is Gerry I used to work in a brokerage company for three years doing various jobs as escheatment, W8 Ben and other clerical jobs related to banking and brokerage even check clearing. All these jobs require meticulous handling. Online I have about 7 years of experience on data entry, contact info research, and various office tasks such as email handling, LiveChat support, manual deposit, client account verification, review response, and many other that are assigned to me from time to time. I love surfing the web and doing research. I am in this industry for the long haul and can therefore do full time job. I am also a seasoned sales agent focused on offline selling of various consumer goods and construction materials.

  • Accuracy Verification
  • Indexing
  • Administrative Support
  • CRM Software
Alejandra R.

Mexico City, Mexico

$40/hr
4.9
115 jobs

🎖 As an Expert-Vetted professional and a member of Upwork's top 1% of freelancers worldwide, I specialize in helping companies find the best talent in the global market through end-to-end recruitment and HR processes. I am an HR professional with 14+ years of extensive experience in Human Resources Management. Worked as Head of Department for Fortune 500 Companies in different industries. I can handle: Recruiting - All levels and positions (this is my passion) Mapping processes for HR functions Automating HR functions Developing performance metrics for different business functions Performance Management Feedback 360 System Development Advise on Benefits and Compensation Employee Handbook Development Handle Remote Employees - Global Mobility functions I consider myself to be an 'intuitive" recruiter with a knack for identifying and sourcing the best possible candidate for any role. If you are looking for insights on how successful companies handle their functions from the inside, I am the perfect person to deliver a great quality restructuring of HR functions! *Or maybe just the best outsource recruiter you could hire :)

  • Candidate Management
  • Candidate Interviewing
  • Candidate Evaluation
  • IT Recruiting
  • Human Resource Management
  • Recruiting
  • LinkedIn Recruiting
  • Human Resources Analytics
  • Human Resource Information System
  • Human Resources Consulting
  • Compensation & Benefits
  • Business Services
Micheal A.

Ketu, Nigeria

$10/hr
5.0
3 jobs

Most founders spend months waiting on developers then get a half-built product that costs more than planned and still isn't ready for real users. I solve that. I'm an AI MVP Developer specializing in rapid SaaS prototyping, no-code web application development, AI integration, and workflow automation. Using Lovable, Base44, Supabase, and Cursor, I help startups, SaaS founders, and businesses go from raw idea to fully working product faster and cheaper than traditional development ever could. WHAT I BUILD FOR YOU SaaS MVPs and Web Applications I build minimum viable products from the ground up lean, functional, and ready for real users. Every MVP is scoped to prove your core value proposition fast so you can attract investors, gather feedback, and generate revenue without wasting months in development. Admin Dashboards and Internal Tools I build custom dashboards and internal tools that give your team real visibility and efficiency user management panels, operational dashboards, and client-facing portals that your team will actually use every day. Micro-SaaS Products Focused, single-purpose software solving one specific problem for a specific audience. I build micro-SaaS products that launch fast, monetize cleanly, and grow without constant developer involvement. AI-Integrated Applications I integrate AI capabilities directly into your application whether that's an AI-powered feature, an intelligent workflow built around a language model, or a fully AI-native product built from scratch. Workflow Automation and API Integrations Manual processes kill productivity. I build automation systems using n8n and AI-powered pipelines that eliminate repetitive work, connect your tools through smart API integrations, and keep your business running without manual intervention. HOW I WORK I use an AI-assisted, vibe coding development approach combining the most powerful modern no-code and AI-native platforms to ship production-ready applications at a speed traditional development cannot match. Lovable Full-stack web apps built fast. Production-grade interfaces connected to real back-end logic, deployed quickly and built to last. Base44 An AI-native platform for rapid full-stack application generation. Few freelancers on Upwork work seriously with Base44 this is a real competitive advantage for your project. Supabase Scalable database management, authentication, and real-time back-end infrastructure. Clean, secure, and ready to grow with your users. Cursor AI-powered coding for precise custom logic when no-code platforms reach their limits. Speed of AI development plus accuracy of custom code. WHO I WORK BEST WITH — Startup founders validating a SaaS idea without a technical co-founder — Entrepreneurs who need an MVP built fast to attract investors or early users — Non-technical founders who need a clear, communicative technical partner — Small businesses needing dashboards or automation without enterprise budgets — Product owners adding AI integration to an existing workflow or application WHY CLIENTS CHOOSE ME Speed without sacrificing quality. Your runway is limited, your timeline is real, and your product needs to work not just look good in a demo. I build fast and I build right. I think like a product person. I don't just execute instructions I think about what you're trying to achieve, flag what doesn't make sense, and help you make smarter decisions throughout the build. Clear communication. No going silent. No unexpected deliveries. Regular updates, right questions asked upfront, and full alignment at every stage. Honest timelines. I won't promise three days if it takes two weeks. I scope honestly and deliver on my commitments every time. LET'S BUILD SOMETHING If you need a SaaS MVP, web application, admin dashboard, micro SaaS product, workflow automation system, or AI integration built fast, built clean, by someone who understands what you're actually trying to build send me a message. Tell me what you're working on. I'll respond quickly and give you honest feedback on how I can help. The fastest path to your product starts with one conversation.

  • Web Development
  • WordPress
  • AI Development
  • JavaScript
  • Web Design
  • React
  • Shopify
  • AI Agent Development
  • Next.js
  • Supabase
  • AI App Development
  • Full-Stack Development
  • Front-End Development
  • Automation
  • n8n
  • Make.com
  • API Integration
  • SaaS Development
  • Figma
  • PHP
Matthew W.

Thousand Oaks, California

$100/hr
4.7
1,515 jobs

Senior SEO and AI visibility strategist. Twenty years in the discipline, over three million dollars earned on Upwork, more than eleven hundred projects completed, and Expert Vetted at the top tier of the platform. You can see the full operation at PFP Marketing. I am also the founder of Popular Wines. My work is productized and built to ship. The core engagement is a one-time SEO and AI Visibility Roadmap: the complete, execution-ready plan for your site, delivered through Upwork. You tell me what your business is and where you want it to go. I diagnose, build the strategy, and hand you a plan your team or developer can execute directly. No interpretation required, no figure-it-out moments, no scope creep. What the Roadmap includes: The high-intent keywords and pages worth ranking for On-page rewrites: titles, meta descriptions, headers Topical cluster and pillar structure that builds real authority, including rewrites and blogs A complete internal linking plan Schema and llms.txt set up for AI search CTA and value-proposition rewrites for conversion Your AI visibility priorities across Google AI Overviews, ChatGPT, Perplexity, Gemini, and Claude A clear order of operations so you know exactly what to do first It is $500, delivered within a few business days, and you own it outright. Most operators start here. From there, many clients move into a full execution retainer where I run the strategy for you month over month: on-page, content, technical, internal linking, schema, and AI visibility built as an ongoing asset. Retainers are scoped to your business and priced to match. I also build WordPress websites where the content, SEO architecture, and AI visibility are part of the build, not left for someone else to sort out after launch. That means written copy for every core page and service area page, URL and page structure built for search, internal linking mapped before anything goes live, schema and llms.txt implemented from the start, and the site positioned to show up in Google AI Overviews, ChatGPT, Perplexity, and Gemini on day one. I also build interactive tools into sites, including calculators, quizzes, and widgets, that work as lead magnets and anchor the content clusters that build authority over time. Most web designers hand you a site and then you hire an SEO person to fix it. I do both in the same engagement, so nothing gets lost in translation. I work across local business, ecommerce, B2B SaaS, enterprise, and the new AI-driven discovery surface. Most clients come to me because their current SEO is producing motion but not real results, or because they know AI visibility is becoming material to their business and they want it set up correctly the first time. Who this is for: founders, operators, marketing leaders, and agencies who want a senior strategist running the technical and content direction, whether they execute in-house from the Roadmap or have me run it for them. People who think long term and want their search and AI presence built like an asset. Who this is not for: if you want the cheapest option in the search results or a quick-fix mindset, I am not the right fit. There are great execution-focused freelancers on Upwork for one-off tasks. I build search and AI visibility as a long-term asset. If a quick 15-minute call helps you decide, I am glad to walk you through the plan, though many clients simply move forward in messages. Send me your site and a short description of where you are and the outcome you want. I respond directly through Upwork messaging. Matt

  • Search Engine Optimization
  • Local SEO
  • SEO Localization
Amrit P.

Des Moines, Washington

$18/hr
5.0
11 jobs

Healthcare finance and strategy professional with 10+ years across consulting, FP&A, and business development — available for freelance and contract work. I help clients with financial modeling, data entry, market research, virtual assistant. Looking forward to offering my services and helping you achieve sucess as well.

  • Excel Formula
  • Microsoft PowerPoint
  • Microsoft Excel
  • Microsoft Excel PowerPivot
  • Communications
  • Project Analysis
  • Power Query
  • Data Analysis
  • Data Entry
  • Transcript

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