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nickcpa

ExcServ CAS

@nickcpa

US Focused Accounting and CAS Specialists for Startups and Growing SMBs

Philippinen
Englisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
Welcome to ExcServ CAS! We are U.S.-focused accounting specialists headquartered in Austin, TX, with operations in the Philippines. We combine traditional accounting rigor with cloud tech (QBO, Gusto, Bill.com, Stripe) for SaaS, E-Commerce, and tech businesses. Our strategic timezone alignment ensures overnight processing. Your books are reconciled before your workday starts! Why Choose Us? U.S. management & CPA-backed oversight Deep expertise in QBO, Xero, Stripe, Gusto, & Ramp Strict security, NDA compliance, & data privacy... Mehr lesen

Kompetenzen

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nickcpa
ExcServ CAS
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

Buchführung
I will do quickbooks bookkeeping, bank reconciliation, and catch up accounting
Ab350 $ / ProjektWeitere Details
Finanzmodellierung
I will build custom financial models, budgeting, and forecasting in excel or sheets
Ab500 $ / ProjektWeitere Details

Arbeitserfahrung

Accounting

Accountant | Founder | Managing Principal

Accounting • Selbstständig

Aug 2023 - Present • 3 yrs 1 mo

Founded ExcServ CAS Managed 120+ clients of various industries including Saas, E-Commerce, Real Estate, HVAC, Automotive, Legal & Professional Services, Consulting and Marketing. Provided end to end client accounting services using Quickbooks Online, Xero, Sage, Puzzle, Zoho and Digits. These include AP/AR management, accounting inbox management, two-way and three-way bank reconciliations, payroll processing and reconciliation, US GAAP reporting, tax preparation, 1099 vendor review and filing, books clean up, KPI metric updates and process improvements. Maintained accrual worksheets such as prepayments, deferred revenue, loan amortizations and other essential accounting schedule. Utilized various E-commerce software such as Shopify, Amazon, BigCommerce, Etsy, Faire. Able to learn new software. Developed financial dashboards for executive and founders using Google Sheet, Looker Studio, LiveFlow and Spreadsheet Sync. Designed employee portal using Google Workspace and App Script. Improved and automate processes at minimal cost using existing company subscriptions. Performed books review and variance analysis using AI with HITL.