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Excel
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Intuit QuickBooks
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Dheeraj J Shetty

@dheerajjshetty19

monthly-level-four.svgverified-v2.svgpreferred-freelancer-v3.svg
4.7
80
6.7
6.7
100%

➡️Top 1% ✅Accounting Tax ✅Quickbook ✅ Xero

$15 USD / Hour
・
Flag of
India (4:25 AM)
・
Joined on November 30, 2019
$15 USD / Hour
・
Greetings! I’m a Certified Accounting Technician with 10+ years of expertise in corporate accounting and management. As the founder of CredibleCFO LLC, a leading cloud accounting and bookkeeping firm, I am dedicated to delivering top-notch financial services to clients worldwide. ✅ Services include: ✔️ Setting up and managing company accounts ✔️ Real-time bookkeeping and financial management using QuickBooks, Xero, Zoho Books, Odoo, and more ✔️ Developing financial controls for improved cash flow and health ✔️ Bank and credit card reconciliation ✔️ Budgeting, forecasting, and financial reporting ✔️ Accounting for e-commerce businesses and Amazon sellers ✔️ Custom Excel templates, macros, and VBA ✅ Region-specific expertise: ✔️ USA: IRS filings, sales tax, Forms 1020 & 1040, 1099s, and LLC incorporations ✔️ Australia: BAS/IAS, payroll, GST, and personal tax returns ✔️ Canada: HST/PST, payroll, and T1/T2 returns ✔️ UK: VAT, final accounts, and tax filings ✔️ India: GST returns, tax compliance, audits, and incorporation
Quickbooks Online Bookkeeping for Tax Prep
Very professional and responsive.
Flag of
Lara M.
@Lm10560
・
January 2025
Verifications
On time
98%
On budget
98%
Accept rate
62%
Repeat hire rate
10%
Freelancer Accountants India
See all Accountants in India

Portfolio

Portfolio

9451342
Quickbook Advanced Certified ProAdvisor
Quickbook Advanced Certified ProAdvisor
Quickbook Advanced Certified ProAdvisor
Quickbook Advanced Certified ProAdvisor
7517544
This project required to maintain an inventory of the client's online and retail store through Zoho Inventory software. it Includes raising sale order, purchase order, sales invoice and entering purchase bills.
Zoho Inventory
This project required to maintain an inventory of the client's online and retail store through Zoho Inventory software. it Includes raising sale order, purchase order, sales invoice and entering purchase bills.
Zoho Inventory
7517447
This is a simple project of maintaining books and bank reconciliation through Quickbook online.
Quickbook Online
7517313
This is a simple project entering bank transactions in Quickbook desktop pro and bank reconciliation
Quckbook Desktop Pro
7517026
The client wanted an automated product card which shows cost, nutrition value and allergies based on recipes selected.
Automated Product Card
The client wanted an automated product card which shows cost, nutrition value and allergies based on recipes selected.
Automated Product Card
The client wanted an automated product card which shows cost, nutrition value and allergies based on recipes selected.
Automated Product Card
7516867
The client wanted to prepare a financial model which Tracks expense for each grant and forecasts receipts and payment. all sheets are interlinked and generate a report for each Grant automatically.
NGO Financial Model for Grants and forcast
The client wanted to prepare a financial model which Tracks expense for each grant and forecasts receipts and payment. all sheets are interlinked and generate a report for each Grant automatically.
NGO Financial Model for Grants and forcast
The client wanted to prepare a financial model which Tracks expense for each grant and forecasts receipts and payment. all sheets are interlinked and generate a report for each Grant automatically.
NGO Financial Model for Grants and forcast
The client wanted to prepare a financial model which Tracks expense for each grant and forecasts receipts and payment. all sheets are interlinked and generate a report for each Grant automatically.
NGO Financial Model for Grants and forcast
The client wanted to prepare a financial model which Tracks expense for each grant and forecasts receipts and payment. all sheets are interlinked and generate a report for each Grant automatically.
NGO Financial Model for Grants and forcast
9451342
Quickbook Advanced Certified ProAdvisor
Quickbook Advanced Certified ProAdvisor
Quickbook Advanced Certified ProAdvisor
Quickbook Advanced Certified ProAdvisor
7517544
This project required to maintain an inventory of the client's online and retail store through Zoho Inventory software. it Includes raising sale order, purchase order, sales invoice and entering purchase bills.
Zoho Inventory
This project required to maintain an inventory of the client's online and retail store through Zoho Inventory software. it Includes raising sale order, purchase order, sales invoice and entering purchase bills.
Zoho Inventory
7517447
This is a simple project of maintaining books and bank reconciliation through Quickbook online.
Quickbook Online
7517313
This is a simple project entering bank transactions in Quickbook desktop pro and bank reconciliation
Quckbook Desktop Pro
7517026
The client wanted an automated product card which shows cost, nutrition value and allergies based on recipes selected.
Automated Product Card
The client wanted an automated product card which shows cost, nutrition value and allergies based on recipes selected.
Automated Product Card
The client wanted an automated product card which shows cost, nutrition value and allergies based on recipes selected.
Automated Product Card
7516867
The client wanted to prepare a financial model which Tracks expense for each grant and forecasts receipts and payment. all sheets are interlinked and generate a report for each Grant automatically.
NGO Financial Model for Grants and forcast
The client wanted to prepare a financial model which Tracks expense for each grant and forecasts receipts and payment. all sheets are interlinked and generate a report for each Grant automatically.
NGO Financial Model for Grants and forcast
The client wanted to prepare a financial model which Tracks expense for each grant and forecasts receipts and payment. all sheets are interlinked and generate a report for each Grant automatically.
NGO Financial Model for Grants and forcast
The client wanted to prepare a financial model which Tracks expense for each grant and forecasts receipts and payment. all sheets are interlinked and generate a report for each Grant automatically.
NGO Financial Model for Grants and forcast
The client wanted to prepare a financial model which Tracks expense for each grant and forecasts receipts and payment. all sheets are interlinked and generate a report for each Grant automatically.
NGO Financial Model for Grants and forcast
Changes saved
4.7 · 80 Reviews
Reviews
P
ZohoMail Setup & Team Training • $100 USD
Well done, thank you !
Swen B.
@paramedic78
•
Flag of
Dresden, Germany
•
12 hours ago
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L
Quickbooks Online Bookkeeping for Tax Prep • $2,000 USD
Very professional and responsive.
Lara M.
@Lm10560
•
Flag of
Schaumburg, United States
•
18 days ago
Share
User Avatar
Monthly QuickBooks Bookkeeping Services • $501.12 CAD
Great person to work with and his assistant. Good with Quickbooks.
Bill F.
@billfligg
•
Flag of
Springwater, Canada
•
2 months ago
Share
User Avatar
QuickBooks 2018 Data Extraction & Integration • $75 USD
Great work! Very professional and went over and beyond.
Tom Kimani M.
@TomKimKE
•
Flag of
Nairobi, Kenya
•
7 months ago
Share
P
DE C-Corp Annual Tax Filing • $130 USD
Efficient and professional.
Puvan S.
@pjs6
•
Flag of
Munich, Germany
•
8 months ago
Share
Experience
CEO & Founder
Feb, 2021 - Present
•
3 years, 10 months
CredibleCFO LLC
Feb, 2021 - Present
•
3 years, 10 months
Serving clients in setting up company accounts, managing Chart of Accounts, recording and categorizing financial data, and performing bank/credit card reconciliation. Create invoices, maintain AR/AP, handle reporting, budgeting, financial projections, and advanced Excel modeling. Manage tax filings (Sales Tax, VAT, GST, Income Tax), convert software, and offer offshore back-office teams for clients in the USA, Canada, UK, and Australia.
Flag of
Sheridan, United States
Feb, 2021 - Present
•
3 years, 10 months
Senior Executive Finance & Accounts
May, 2019 - Jun, 2021
•
2 years, 1 month
Novigo Solutions Private Limited
May, 2019 - Jun, 2021
•
2 years, 1 month
Responsible for accounting across group companies (US & UAE). Develop and maintain MIS, review with management monthly. Supervise financials, prepare Income Statement, Balance Sheet, Expense Analysis. Ensure compliance with Transfer Pricing, year-end financials (Standalone & Consolidated), statutory filings (TDS, GST), budgeting, cash control, treasury, and manage General Ledger, AP/AR, and Fixed Assets, including depreciation.
Flag of
Mangalore, India
May, 2019 - Jun, 2021
•
2 years, 1 month
Senior Executive Finance & Accounts
May, 2017 - May, 2019
•
2 years
Manipal Technologies Ltd
May, 2017 - May, 2019
•
2 years
• Maintaining and supervision of all financial matters and preparation of financial reports like Income Statement, Balance sheet, Expense analysis & Budget Analysis. • Responsible for Proper accounting across group company having subsidiary in US and UAE. • Development, Maintaining of MIS, Financial Dashboard, and review of same with management on monthly basis. • Preparation of year-end financial statements both Standalone & Consolidated • US and UAE tax returns.
May, 2017 - May, 2019
•
2 years
Education
Mangalore University
2012 - 2015
•
3 years
Bachelor of Commerce (B.Com)
Flag of
India
2012 - 2015
•
3 years
Qualifications
Certified Accounting Technician
2016
Institute of Chartered Accountants of India
CA Inter
2016
Certifications
P
Preferred Freelancer Program SLA
Basic Numeracy - Level 1
Basic Numeracy
US English - Level 1
US English
Accounting Principles 1
Accounting Principles
Data Entry
Data Entry
US English - Level 2
US English
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