Brian W.
Seattle, WA
100%
Job Success
Top Rated
CPA, Accounting, Bookkeeping, Tax Preparation, Fractional CFO
$115.00/hr
Tax Preparation, Fractional CFO Services, Business Advisory
Specialties:
Tax Preparation, Audit, Advisory
Business Valuation
Diagnosing and optimizing Finance, Marketing and Operations
Proactively engaging with HR and organizational issues
Uncovering the source of lost revenue, unneeded expenses, and reduced profits
Experience:
Before devoting my energy to freelance accounting and advisory work, I helped lead a team of financial advisors managing nearly $ 7 billion in Assets Under Management (AUM), spent ten years in the US Army serving as an Airborne Ranger (75th Ranger Regiment) and Intelligence Officer. I am a CPA licensed in the state of Washington. I have earned my MBA in leadership at the University of Washington and a Master's in Professional Accounting from Eastern Washington University.
Testimonials:
See my Upwork and LinkedIn profiles for feedback from the dozens of clients I have worked with over the past decade.
Solutions:
-Tax Preparation and Advisory
-Process and Operations Development
-Leadership Coaching
-Organizational Design and Training
-Financial Analysis
-Marketing Funnel Optimization
-Talent Planning
-Defining roles with integrated Goals
-Resource acquisition (People, Equipment/Fixed Assets, Capital, Time Management)
Work history
30 minute consultation
May 7, 2024
-
May 8, 2024
No feedback given
Private earnings
You will get US tax return (1040, 1065, 1120-S) preparation and electronic filing
Feb 27, 2024
-
Mar 6, 2024
Private earnings
30 minute consultation
Sep 27, 2023
-
Oct 6, 2023
No feedback given
Private earnings
consulting
Jul 23, 2018
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Nov 16, 2022
"Brian has amazing insights. I connected with Brian to help me through some marketing strategies and time management skills. He always come to the table with deep insights and actionable…
Private earnings
Marketing Consultant
May 20, 2016
-
Sep 21, 2022
No feedback given
Private earnings
30 minute consultation
Apr 6, 2022
-
Apr 6, 2022
No feedback given
Private earnings
Analyze real estate company's business splits with agents and next steps
Apr 26, 2018
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Jul 27, 2021
Private earnings
Coach/Consultant for Entrepeneur
May 22, 2017
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May 18, 2021
Private earnings
I need a coach and executive assistant, all in one.
Apr 2, 2018
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Aug 26, 2020
Private earnings
Sales and Marketing Strategy for Insurance Agency
Sep 6, 2017
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Feb 11, 2020
"Working with Brian was great.
I highly recommend him to others!"
Private earnings
30 minute consultation
May 25, 2024
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Present
Job in progress
Private earnings
30 minute consultation
May 23, 2024
-
Present
Job in progress
Private earnings
Need my taxes filed for 2023. S Corp elected LLC in state of Florida
May 23, 2024
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Present
Job in progress
Private earnings
K-1 Discussion
May 17, 2024
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Present
Job in progress
Private earnings
Audit Response and Tax Filings
May 17, 2024
-
Present
Job in progress
Private earnings
You will get US tax return (1040, 1065, 1120, 1120-S) preparation and electronic filing
May 17, 2024
-
Present
Job in progress
Private earnings
Tax Returns for 2022 and 2023
May 12, 2024
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Present
Job in progress
Private earnings
Tax Preparation 1120, Filing, e-file confirmation
Mar 23, 2024
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Present
Job in progress
Private earnings
Tax Preparation 1065
Mar 21, 2024
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Present
Job in progress
Private earnings
Tax Preparation 1120-S and 1040
Mar 13, 2024
-
Present
Job in progress
Private earnings
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Skills
- Career Coaching
- Organizational Behavior
- Organizational Development
- Project Risk Management
Project catalog
Get started working with Brian quickly with these predefined projects.
Get started working with Brian quickly with these predefined projects.
You will get Financial Accounting, Bookkeeping, AP, AR, Payroll, Quarterly Filings
From $140
1 day delivery
You will get US tax return (1040, 1065, 1120, 1120-S) preparation and electronic filing
From $225
1 day delivery