Freelancers using Microsoft Excel in Santa AnaFreelancers using Microsoft Excel in Santa Ana
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Bryan Munoz's avatar
Bryan Munoz
Irvine, USA
Strategy & Product Development | Data Analyst
Strategy & Product Development | Data Analyst
Cover image for Strategic Growth and Scalable Event Framework for a Global Data
Strategic Growth and Scalable Event Framework for a Global Data
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12
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Design
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9
Cover image for LLM Prompt Engineering Workshop
LLM Prompt Engineering Workshop
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13
Cover image for Non-Profit Data Management and Salesforce Integration
Non-Profit Data Management and Salesforce Integration
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9
Microsoft Excel(1)
Elvira Pena's avatar
Elvira Pena
Baldwin Park, USA
Bookkeeper & tax pro managing 90+ clients—cleaning up books,
New to Contra
Bookkeeper & tax pro managing 90+ clients—cleaning up books,
Cover image for Led Accounting Ops for High-Volume Auto Dealership – 2,000+ ...
Led Accounting Ops for High-Volume Auto Dealership – 2,000+ Transactions/Month I ran the accounting function for a wholesale auto dealership, handling over 2,000 transactions per month across sales, inventory, and vendor accounts. I built the workflow from scratch, cleaned up Dealertrack data, helped sync up other departments so financials could be tracked, supported team members who needed help learning proper entries, and worked beyond my title—doing controller-level work without the controller-level pay. In the end, I advised leadership on financial red flags and recommended winding down operations. They chose not to—and filed bankruptcy shortly after. Not every job ends in a portfolio-perfect story. But this one taught me how to lead, stay honest, and stand firm on the numbers—even when no one wants to hear them.
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Cover image for Bookkeeping & Tax Support for 90+ Clients – CPA Firm I manag...
Bookkeeping & Tax Support for 90+ Clients – CPA Firm I manage bookkeeping for a portfolio of over 90 active clients—primarily in dentistry, law firms, PR, retail, and others. My work includes: • Cleaning up QuickBooks registers and building smart rules to automate categorization • Reconciling multiple accounts monthly, ensuring accurate and up-to-date financial records • Preparing monthly and quarterly financial statements to support decision-making and tax planning • Collaborating with the CPA team on tax compliance, filings, and audit readiness • Helping small business owners understand their numbers and improve how they manage their cash flow Whether it’s a dental office, a solo law practice, or a retail store—I bring structure, clarity, and efficiency to the table so clients can focus on running their business.
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Cover image for Tax Prep & Bookkeeping Support – Tax & Financial Firm I was ...
Tax Prep & Bookkeeping Support – Tax & Financial Firm I was full-time at this tax firm, handling everything from bookkeeping and financial reporting to client calls, office ops, and tech troubleshooting. I: • Maintained QuickBooks records and managed AP/AR • Prepared monthly reports and supported tax prep for clients • Handled incoming docs, organized data, and tracked filings • Ran front office duties, client communications, and scheduling • Built out filing systems that actually made sense for the team • Stepped in for IT support when systems broke during tax season It wasn’t glamorous—but I kept it all running. Being a Swiss Army knife taught me how to juggle pressure, solve problems fast, and never let the books fall behind.
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Cover image for Helping a Design Firm Build Financial Structure That Actuall...
Helping a Design Firm Build Financial Structure That Actually Works When I started working with this Design Firm in City of Industry, CA, their books were scattered across platforms—some in QuickBooks, some in Studio Designer, and some... in inboxes. We built a cleaner system from the ground up: Cleaned up reconciliations Built consistent AP/AR processes Used Smartsheet to track jobs & cash flow Generated reports that the owner could actually use I’m not a Studio Designer pro, but I learned enough to keep it all moving. The goal wasn’t perfection—it was peace of mind.
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Microsoft Excel(2)
Carisa Carlton's avatar
Carisa Carlton
Irvine, USA
🚀 Expert Market & UX Researcher with Global Experience
🚀 Expert Market & UX Researcher with Global Experience
Cover image for Case Study: Advanced Research & Analysis for Microsoft in Mexic…
Case Study: Advanced Research & Analysis for Microsoft in Mexic…
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Cover image for Case Study: Social Media and Emotional Violence
Case Study: Social Media and Emotional Violence
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2
Cover image for Comprehensive Market Analysis for Competitive Positioning
Comprehensive Market Analysis for Competitive Positioning
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2
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Microsoft Excel(2)
Yasaman Amirkiaee's avatar
Yasaman Amirkiaee
Santa Ana, USA
Quantitative Research Expert & Data Analyst
Quantitative Research Expert & Data Analyst
Cover image for Customer Segmentation
Customer Segmentation
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0
Cover image for Public Opinion on Ridesharing & Self-Driving Vehicles
Public Opinion on Ridesharing & Self-Driving Vehicles
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0
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Dynamic Interactive Visualizations
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0
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Customer Reviews on Yelp
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1
Microsoft Excel(1)
Avi Trachtman's avatar
Avi Trachtman
Garden Grove, USA
Market Research, Pricing & Financial Modeling Pro
Market Research, Pricing & Financial Modeling Pro
Cover image for Financial Modeling
Financial Modeling
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12
Cover image for Pricing Optimization
Pricing Optimization
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9
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Market Research
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10
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Microsoft Excel(2)
Young J's avatar
Young J
Irvine, USA
Harvard Expert: Health Biz Consulting & Management
Harvard Expert: Health Biz Consulting & Management
Cover image for C-Suite Leadership in Crisis Management
C-Suite Leadership in Crisis Management
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0
Cover image for Rapid Multi-State Expansion of Healthcare Services
Rapid Multi-State Expansion of Healthcare Services
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0
Cover image for Revamped Healthcare Operations for Efficiency
Revamped Healthcare Operations for Efficiency
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0
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Microsoft Excel(1)
Jesus Martinez's avatar
Jesus Martinez
South Gate, USA
Counting pennies to keep the dollars
Counting pennies to keep the dollars
Cover image for Loan System
Loan System
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1
Cover image for Merger Acquistion Loan Package
Merger Acquistion Loan Package
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1
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Crypto Tax Reconciliation
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1
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Microsoft Excel(3)