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As a new retail business in the US, I need a seasoned QuickBooks professional and tax consultant to help me navigate my financial setup, daily management, and tax benefits. Key Areas of Assistance: - QuickBooks: Setting up the company and accounts, managing daily transactions, generating financial reports, and record keeping including invoices, orders, receipts, etc. - Tax Advisory: I particularly need expert guidance on the write-off procedure and maximizing my tax benefits. Please note that I have been coding transactions to QBO since June 2024. Your expertise will be crucial in helping me make the most of my new venture.
Project ID: 38737856
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Active 2 yrs ago
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58 freelancers are bidding on average $442 USD for this job

As an experienced QuickBooks professional, tax consultant, and accomplished coder who understands the nuances of managing financials with QuickBooks, I am confident I can provide the industry expertise you need for your retail startup. Over my 10+ years in Accounting and Finance, I have established a clear reputation for delivering excellence and error-free work. Having managed a wide array of financial functions for businesses throughout my career, including daily transactions, generating financial reports, bank reconciliations, invoicing, billing and payroll management - I believe I possess the perfect skillset to help you set up, navigate and maximize your tax benefits. My understanding of US tax laws allows me to provide you with timely assistance in write-offs and deductions to ensure you make the most out of your new venture. Just take a look at my track record on Freelancer – I've maintained a 5-star average rating on more than 100 projects. My clients have lauded my ability to not only deliver as per agreed timelines but also to provide insights that drive efficiency and improve their bottom line. With me in your corner, not only will your retail business' finances be managed meticulously but also optimized so that you focus on growing your business.
$620 USD in 7 days
7.9
7.9

Hi, I have carefully read your project. I'm able to do this. I'm pro Advisor of Quick book and certify Accountant of Xero. I'm also expert in Wave Accounting, sage, kashflow, kasho, Myob, freshbook, zohoo, odoo and Appfolio. I have four years of experience in bookkeeping and Accounting. I'm ready to provide you a quality work with perfection. I'm always respect clients expectations and instructions. I'm committed to exceeding your expectations and Delivering expectional result. Please open the chat for further discussion. Thanks
$250 USD in 7 days
6.5
6.5

Hi ! Experienced Quickbooks pro advisor Experienced USA Tax advisor I am extremely interested in your project as being experienced QBO bookkeeper, I know all tools of QBO. Strategy of work: I will create chart of accounts according to nature of business. I’ll categorise your expense and incomes accurately and in such way that will lower your taxes. I will post your sales and purchases along with their invoices. And most importantly i will reconcile your banks , receivables and payables on daily basis , so that you can keep tracking of your debtors and creditors. I have excellent understanding and knowledge of USA taxation.I assure you that I will minimise your tax liability. Please contact me so that we can have detailed discussion over it.
$250 USD in 7 days
6.3
6.3

Hi! We are a professional accounting firm having 10+ years of experience in the accounting field. Our team also includes professionals with high-end qualifications like Chartered Accountancy. We handle clients for all accounting needs while handling medium-advanced level accounting and Bookkeeping tasks with proficiency. We can provide Virtual CFO Services, Financial Controller Services, Financial Advisory, Budgeting, Financial Forecasting, Financial Projections, Cost-Benefit Analysis, Financial Calculators preparation, Corporate Reporting, Company Formations, Tax Preparation, Tax Filing, and all related services. Let’s connect to discuss the scope of your project to move forward Regards McKenzie Business Solutions Lahore, Pakistan
$350 USD in 7 days
5.3
5.3

Hello there! With over 14 years of extensive experience as a Chartered Accountant, ACA, and an MBA with a specialty in finance, I believe I am the ideal candidate for your project. My expertise spans across various aspects of financial management, and I have a strong proficiency in utilizing Intuit Quickbooks for bookkeeping and data analysis purposes, which I believe will be key for your retail start-up. Additionally, I possess comprehensive knowledge in tax law along with the ability to provide sound financial analysis advice that can help you maximize your tax benefits. Given the complexities that come with navigating QuickBooks and tax codes, it's vital to have someone who has a sharp eye for detail and is experienced in the field like me. Furthermore, my clients have consistently praised my fast communication, client satisfaction, and ability to adhere to strict deadlines; principles that I believe align perfectly with what you are seeking for this project. So why not let's kickstart the growth of your retail startup together? Reach out to me now so we can discuss how best to make use of my skills for your benefit. Thank you!
$299 USD in 5 days
5.0
5.0

Hello, I have carefully reviewed your project requirements for QuickBooks and Tax Consultancy for your retail startup. I have extensive experience in setting up QuickBooks accounts, managing daily transactions, generating financial reports, and providing tax advisory services. To address your needs, I will start by conducting a thorough assessment of your current financial setup and coding transactions in QBO. I will then proceed with setting up your company accounts, organizing invoices, orders, and receipts, and providing expert guidance on maximizing tax benefits through write-off procedures. I believe my expertise will be instrumental in helping you streamline your financial processes and optimize tax benefits for your new venture. I would like to discuss this project further in a chat to understand your requirements in more detail. Best regards, Sana A.
$250 USD in 3 days
4.8
4.8

Hello, I can do your QuickBooks & Tax Consultancy job. I am a Professional Accountant with an MBA in Accounting and Information Systems. I am a QuickBooks Pro-Advisor and Xero-certified. I am certified by Duke University, USA in Business Analytics and also Certified in advanced Excel & data analytics from Macquarie University, Australia. I have in-depth knowledge of the business and 10+ years of Managerial experience. I look forward to your project discussing more specifications in the chat box. Best Regards
$300 USD in 7 days
4.8
4.8

Hi there Timothy M., I'm bidding on your project "QuickBooks & Tax Consultancy for Retail Startup". Let's dive in and have a meeting I am expert in this area. please leave a message on my chat so we can discuss the budget and deadline of the project. I have read your project description and i'm confident i can do this project for you perfectly. Regards, Usama ..
$750 USD in 4 days
4.7
4.7

Hello, I'd love to assist you with my extensive experience as both a QuickBooks specialist and tax consultant, I am well-equipped to support your retail business’s financial setup and daily management needs. I understand the challenges faced by new businesses, especially when it comes to streamlining financial systems and maximizing tax efficiency. My approach involves not only setting up QuickBooks for optimal functionality but also tailoring it to your business’s unique operations, allowing for seamless management of transactions, invoices, orders, and receipts. Having worked with many retail businesses in similar stages, I am adept at guiding new ventures through initial setups and addressing key financial considerations. My focus will be to ensure accuracy in transaction coding, alongside generating financial reports that offer valuable insights into your business’s financial health. Moreover, my tax advisory expertise will help you fully understand and leverage write-offs and tax benefits, crucially impacting your profitability. With QuickBooks in place since June 2024, my role will be to refine and elevate your system, providing you with robust strategies for ongoing financial success. Your satisfaction is my priority, and payment is only required upon your complete satisfaction with the delivered work. Please initiate the chat to discuss further details and commence this project. Best regards, Farya
$500 USD in 3 days
4.6
4.6

Hi there, I can help you with bookkeeping project based on your requirements. I am a qualified accountant and certified QuickBooks and Xero Advisor with 12 years of experience in bookkeeping, reconciliation, financial statements, and taxation. I am also proficient in Zoho Books,Xero,Quickbooks,Tally, ERP9 and Excel. I have helped numerous clients with full-cycle bookkeeping, ensuring accurate and up-to-date financial records. I would love to discuss how I can support your accounting needs. Please feel free to reach out via chat. Regards, Ravinder Kumar
$300 USD in 3 days
4.6
4.6

With over a decade of experience as an accounting professional, I am confident in my ability to swiftly and effectively set up QuickBooks for your retail startup. My proficiency extends beyond the initial setup; I am well-versed in recording daily transactions, generating comprehensive financial reports, and diligently maintaining records such as invoices, orders, and receipts. This breadth of knowledge ensures that nothing is overlooked when it comes to managing your finances. In addition to my QuickBooks expertise, my extensive involvement with small to medium-sized businesses has given me invaluable insights into maximizing tax benefits. I understand the crucial nature of write-offs, especially for startups like yours, and can provide expert guidance in this area. I pride myself on being up-to-date with the latest tax regulations and incorporating them into strategic planning for businesses. As a freelancer who's fully invested in my clients' success, rest assured that my competency extends beyond technical skills. Excellent communication, time management, and organizational abilities are unique strengths I bring to the table. Let me put my proficiency in Tally, Xero, Zoho, Wave and Quickbooks accounting packages to work for your retail startup. Together we can streamline your financial operations and minimize tax liabilities for your long-term success. Thank you for considering my profile.
$500 USD in 30 days
4.7
4.7

As an accomplished financial professional with extensive experience in QuickBooks and tax consultancy, I would be the perfect match for your retail startup. I have a strong track record in setting up and managing company accounts, daily transactions, generating insightful financial reports, as well as proficiently handling tax planning, compliance, and more. My expertise spans international tax and taxation in varied legal jurisdictions. Your need for deep knowledge of write-off procedures and tax optimization closely aligns with my strengths. From strategic tax planning to identifying credits and cross-border compliance, I'm well-versed in leveraging every benefit available under US tax laws. Having managed audits and provided ongoing advisory services, I assure you that all your tax queries and challenges will be well-taken care of. In addition to QuickBooks mastery, my skills in bookkeeping, finance, and cost management are additional assets that can significantly contribute to your retail startup's success. Moreover, my ability to integrate accounting software with other business tools ensures not just streamlined financial operations but also facilitates valuable data insights for improved decision-making. Choose me for a comprehensive financial partner who will optimize your backend processes so you can concentrate on expanding your retail venture.
$500 USD in 7 days
4.4
4.4

I’m Curtis Folsom, a freelance bookkeeper and business solutions consultant based in Athens, GA. Local businesses are my passion, so I left the comfort and stability of my full-time accounting job to focus on helping other business owners succeed by taking the administrative load off your plate so you can focus on what you really love - serving your customers and growing your business. I have an accounting degree from the University of Georgia and have financial experience in multiple industries. Over the course of my career, I’ve been responsible for a little bit of everything from bookkeeping, bank reconciliations and budgeting to more advanced special projects such as leading software transitions, historical data cleanup and more. What fuels me is solving problems and creating efficient systems to save time and energy. From multi-billion-dollar corporations to local businesses and nonprofits, I've worked with organizations of all sizes, and I would love to bring my breadth of knowledge to your company. As a Certified Advanced QuickBooks ProAdvisor and Certified Xero Advisor, I have a strong background in accounting and can ensure accurate financial records, categorize expenses, run payroll, handle invoicing, bank reconciliations and more. My experience across several industries will be at your fingertips to help you tidy up your records and help you grow.
$400 USD in 7 days
4.5
4.5

Hi. I am a Certified Public Accountant for 11 years and have been bookkeeping in Quickbooks Online and Xero for US and Australian clients. I am a Filipino online freelancer and doing remote accounting and bookkeeping jobs. I have experience helping various small and medium businesses, including service related businesses, attorneys, retail stores and online stores (including Shopify and Amazon). My services include QuickBooks setup, clean-up, catch-up work, monthly bookkeeping, accounts payable, accounts receivable, invoicing, account reconciliation, journal entries, generating reports, job costing, class tracking, inventory tracking. I have read your post and this job is something that I am very interested about. I am available to start immediately if given the chance. Best regards, Rose
$500 USD in 14 days
4.7
4.7

Hi, I’m Umer Farooq ACCA, a financial advisor, QBO ProAdvisor, and tax consultant with extensive experience in helping retail businesses optimize their financial setups and tax strategies. I can assist you with setting up your QuickBooks accounts, managing daily transactions, and generating accurate financial reports. Additionally, I can provide expert guidance on the write-off procedures and maximizing your tax benefits. Could you please share more about your current transaction volume and any specific areas of concern you have regarding your financial management or tax benefits? Best, Umer Farooq ACCA
$600 USD in 7 days
4.1
4.1

Hello, Hardworking finance professional with 20+ years of accounting experience. Xero Advisor Certified QuickBooks Certified ProAdvisor Experience in most accounting packages including Sage Accounting and Exchequer Enterprise. ▶Accounting is my specialty and I am Accountant▶ ⇛ Accounting ✸ Business Analysis ✸ Financial Analysis ✸ Finance Consulting Standards & Analysis ✸ Bookkeeping ✸ Bank Reconciliations ✸ QuickBooks ✸ Cost Accounting and Balance sheet ✸ Please leave a message here so that we can discuss it more. Regards, Shajalal
$250 USD in 2 days
3.7
3.7

Hello, I’m thrilled at the opportunity to support your new retail business. With my expertise in QuickBooks and U.S. tax regulations, I’ll help you establish an organized financial setup, maintain accurate records, and navigate tax strategies for maximum benefits. I'll review your transactions since June 2024, optimizing your setup for clarity and compliance. My approach ensures your daily financials are managed effectively while identifying valuable tax deductions to reduce your liabilities. Together, we’ll build a strong foundation for your business’s financial health. Looking forward to contributing to your success. Best, Ahmed Adewale
$350 USD in 2 days
3.5
3.5

Hello, I'm Haris, a qualified finance professional with extensive experience in QuickBooks and tax consultancy for retail businesses. I hold certifications as an ACCA, CPA, CIPFA, AFA (IFA UK), and MIPA (IPA AUS), along with a ProAdvisor certification in QuickBooks. With 14 years of finance expertise, including 10 years in the UAE, I am well-versed in supporting startups with bookkeeping and tax optimization. Here’s how I can assist: QuickBooks Setup & Management: Streamlining your QuickBooks account, managing daily transactions, generating insightful financial reports, and maintaining accurate records. Tax Advisory: Advising on maximizing tax benefits, including write-offs, to ensure you take advantage of all available savings. Let’s work together to set a solid foundation for your retail startup and unlock its financial potential. Best regards, Haris
$425 USD in 1 day
3.0
3.0

As an experienced and dedicated chartered accountant with a penchant for helping small businesses thrive, I believe I am the perfect match for your retail startup's Quickbooks and tax consultancy needs. Having worked with over 100 clients from 15+ countries, my skills in Intuit QuickBooks are not just extensive, they're top-notch! My Gold Level ProAdvisor status and previous handling of similar projects in retail make me well-versed in everything from setting up accounts to generating comprehensive financial reports that will help you navigate the intricacies of your daily transactions. Moreover, my virtual accounting services extend beyond just QuickBooks. I'm well-acquainted with other relevant tools like Xero, WaveApps, SageOne, Zohobooks - and my team comprises CPAs who specialize in tax/VAT filing specifically for USA. This means that as we work together to set up your financial infrastructure and align it with tax benefits specific to retail environments, we can also ensure smooth compliance. Lastly, let's talk about the bigger picture: Maximizing returns and fostering long-term growth. Not only can I offer valuable guidance on write-offs and the aforementioned tax benefits but my financial modeling expertise will prove advantageous when you need those winning projections and valuations. I have been privileged to work on similar tasks for Venture Capital clients as well as Startups – something not many chartered accountants can claim.
$250 USD in 7 days
2.7
2.7

Hi Sir, I have worked as a finance manager in local NGOs, Schools, Chartered Accountant Company & Super Markets, and I have over 15 years of experience. My qualification is an MBA (Master of Business Administration) & I am proficient in QuickBooks & Tax Consultancy for Retail Startup tasks. I have gone through your requirements and am highly interested. I will deliver the project with 100% satisfaction and under a deadline. I will do this job as per your expectations. Please come over and chat, let's discuss more on the project. I will start work immediately and provide you with daily updates. I specialize in meticulous bookkeeping, including data entry and transaction reconciliation, ensuring that your Balance Sheet, Income Statement, and Cash Flow Statement are accurate and up-to-date. I’d be happy to discuss how I can assist with your bookkeeping needs and ensure that your financial records are in perfect order. My Skills; ✅ High proficiency in QuickBooks & Tax Consultancy for Retail Startup tasks. ✅ Setting up the Chart of Accounts. ✅ Experience in accounts payable/receivable management. ✅ Automating processes within QuickBooks. ✅ Proficient in handling bank reconciliation and financial reporting. ✅ Ability to perform import of large data from Ms. Excel. After the competition & delivery of the project, any modification and alteration will be provided free of cost. I am looking forward to working with you! Best Regards, Naseem
$350 USD in 2 days
2.9
2.9

Simpsonville, United States
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