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QuickBooks Cleanup & Management Reporting Specialist We are seeking an experienced QuickBooks Online specialist to assist with reviewing, cleaning up and restructuring our financial reporting. We operate two consulting businesses and require improved visibility of revenue streams, profitability and management reporting. Key deliverables include: Review and optimise the Chart of Accounts. Review historical transaction coding. Separate revenue streams and establish meaningful reporting categories. Set up Classes and/or Locations within QuickBooks. Review direct and indirect cost allocations. Improve Profit & Loss reporting. Develop management reporting dashboards and recommendations. Provide guidance on ongoing financial reporting processes. Essential Requirements: Advanced QuickBooks Online experience. Experience undertaking QuickBooks cleanup projects. Strong bookkeeping and management reporting skills. Experience working with professional services businesses. Strong analytical and problem-solving capability. Preferred: CPA or CA qualification. Management accounting experience. Experience supporting consulting or professional services firms. We are seeking someone who will be able to provide practical recommendations that enable business owners to better understand revenue, profitability and business performance.
Project ID: 40508002
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48 freelancers are bidding on average $18 AUD/hour for this job

As an experienced and qualified CPA, Chartered Accountant, and QuickBooks Online specialist, my range of skills is perfectly aligned with what you need for this project. My team is well-versed in using a variety of accounting software including QuickBooks, Oracle ERP, NetSuite, Xero, and MS Dynamics Business Central. I can assist in reviewing and restructuring your financial reporting system using optimum Chart of Accounts and establishing meaningful reporting categories that separate revenue streams. I can also provide valuable guidance on direct and indirect cost allocations to improve Profit & Loss reporting, as well as develop management reporting dashboards that'll precisely cover the key aspects you're seeking to track. Moreover, being a consulting firm ourselves, we have firsthand experience with the specific challenges faced by professional services businesses like yours. So, I understand how crucial it is for you to gain improved visibility into your revenue streams, profitability, and overall business performance. What sets us apart from others is our strong analytical and problem-solving capability combined with the ability to provide practical recommendations based on financial data to improve business understanding. By leveraging my advanced bookkeeping skills along with my previous experience of QuickBooks cleanup projects, I'll ensure your financial reporting processes stay streamlined and pertain to your evolving business needs.
$15 AUD in 40 days
9.0
9.0

Hi there, We would be glad to assist with your QuickBooks Online cleanup and management reporting requirements. Our team includes Certified QuickBooks ProAdvisors and Certified Xero Advisors, with experience in bookkeeping cleanup, Chart of Accounts review, transaction reclassification, reconciliations, and financial reporting improvement. We can review your existing QuickBooks setup, optimize the Chart of Accounts, separate revenue streams, set up Classes/Locations where required, review cost allocations, and improve your Profit & Loss reporting for better visibility across both consulting businesses. We are detail-oriented, analytical, and focused on creating clean, reliable books with meaningful reporting. I’d be happy to review your current QuickBooks file and suggest the best cleanup and reporting structure. Hit me up and we can talk in detail Regards, Nikita and her team at Affiliazion (M)
$20 AUD in 40 days
8.0
8.0

With over a decade of professional experience as an Accountant, I am confident that I can provide a high-quality QuickBooks Online service for your consultancy firm. Having worked with MagicDichol LLC, Red Knight Solutions, Reconnect Real Estate and Hassle Free BNB Limited, I understand the unique financial reporting needs facing professional services businesses. CPA qualified, and with broad experience in bookkeeping, management accounting and financial analysis, I can analyze your historical transactions, optimize your Chart of Accounts and separate revenue streams systematically thereby improving the visibility of classes and locations within QuickBooks. My strength lies in my ability to produce error-free financial reports including daily banking reports, P&Ls, &. forecast reports while providing practical solutions for better understanding revenue, profitability and business performance. This is supported by my strong analytical and problem-solving skills which align perfectly with your reporting requirements. Additionally, my attention to detail combined with my efficiency means turnaround times on projects are met to enable us stick to agreed timelines.
$20 AUD in 40 days
8.0
8.0

As a dedicated QuickBooks Online specialist, I have a deep understanding of bookkeeping and financial analysis that is vital for a project of this nature. With over 5 years of experience in accounting, bookkeeping, and data analysis, I'm confident in my ability to help improve your financial reporting systems. My knowledge and experience of professional services businesses will also prove valuable to your HR consultancy firms. I fully understand the intricacies involved in separating revenue streams and establishing meaningful reporting categories. Moreover, my expertise in not only cleaning up QuickBooks but also my ability to streamline ongoing financial reporting processes will contribute significantly to optimizing your Chart of Accounts and transaction coding. What sets me apart is a continuous commitment to providing practical recommendations with respect to revenue, profitability, and overall business performance. I strive to ensure that the data I provide is not just informative but actionable, equipping you with the insights necessary for optimal decision-making. So trust me with your Quickbooks Clean-up & Management Reporting project as I guarantee unmatched financial peace and visibility for your double consulting business.
$15 AUD in 40 days
7.6
7.6

Hi, I have carefully reviewed your project requirements and I’m confident I can help restructure and optimise your QuickBooks Online environment to provide meaningful management reporting and improved visibility into business performance. I am a CPA and CBA qualified accountant with over five years of experience in bookkeeping, financial reporting, management accounting, QuickBooks Online cleanup projects, and business performance analysis. I am also a QuickBooks Online ProAdvisor with extensive experience redesigning Chart of Accounts structures, correcting historical transaction coding, and implementing reporting frameworks that support better decision-making. I can review your existing QuickBooks setup, optimise the Chart of Accounts, analyse historical transactions, establish appropriate Classes and Locations, and create clear separation between revenue streams, direct costs, and overhead allocations. In addition, I can improve your Profit & Loss reporting, develop practical management reporting dashboards, and provide recommendations that help you monitor revenue trends, margins, cost drivers, and overall business performance more effectively. I am highly analytical, detail-oriented, and focused on delivering reporting structures that are both accurate and easy for business owners to understand and use. Please open the chat so we can discuss your current QuickBooks structure and reporting objectives further. Thanks & regards, Mussadiq Hussain
$15 AUD in 40 days
6.9
6.9

As an experienced QuickBooks Online specialist with a strong background in bookkeeping, data entry, and accounting analysis, I am confident that I can bring a lot of value to your HR consultancy business. My work is always centered around delivering practical recommendations that enable business owners to understand their revenue streams, profitability, and overall business performance- precisely what you're looking for. Not only have I undertaken various QuickBooks cleanup projects before, but I have also worked extensively with professional service firms - similar to your consulting businesses- meaning I am already well-acquainted with the challenges and intricacies of your industry. Moreover, my expertise extends beyond basic bookkeeping; I am adept at management reporting too. Hence, I can not only optimize your Chart of Accounts but also develop dynamic management reporting dashboards that provide clear insights into your financials. Lastly, let me assure you of my strong analytical capability and problem-solving skills. With these qualities, coupled with my proficiency in AI SEO, Excel dashboards, web scraping amongst others, I will streamline not just your financial reporting but also your overall processes to foster better productivity and efficiency.
$15 AUD in 40 days
7.0
7.0

As a seasoned professional with almost a decade in the field of accounting, your cleanup project is right up my alley. I've had extensive experience working with QuickBooks and have successfully undertaken similar cleanup projects in the past. My aim has always been to provide practical, definitive solutions that allow businesses to gain a clear understanding of their financial standing and future prospects. Moreover, I understand the unique challenges faced by service-based firms such as yours. I have hands-on experience in management accounting and working with professional services companies just like yours. My approach is often analytical and tailored to meet specific needs - essential for the optimized restructuring you're seeking. In addition to my technical skills and experience, what sets me apart is my commitment to helping clients make well-informed decisions for sustainable growth. With me on board, you'll be equipped with meaningful revenue streams, expense allocations, improved profit & loss reporting and actionable management dashboards that will provide solid insight to your business. Let's make QuickBooks work for your success!
$15 AUD in 40 days
6.4
6.4

Hello, I am Mohmed, an Accounting professional with over 8 years of experience in Intuit QuickBooks, Bookkeeping, and Financial Planning. I have carefully reviewed your project requirements for Bookkeeping Cleanup for HR Consultancy. To address your needs, I will start by reviewing and optimizing the Chart of Accounts, cleaning up historical transaction coding, separating revenue streams, and setting up Classes or Locations within QuickBooks. I will also review cost allocations, enhance Profit & Loss reporting, develop management reporting dashboards, and provide recommendations for ongoing financial reporting processes. I am well-equipped with advanced QuickBooks Online expertise, experience in cleanup projects, and strong bookkeeping skills to deliver meaningful reporting categories and improve business performance. Let's discuss further to tailor a solution that meets your specific needs. Best regards, Mohmed
$15 AUD in 40 days
5.8
5.8

Hello, I am a QuickBooks Online specialist who will optimize your Chart of Accounts, recode transactions, set up Classes/Locations, separate revenue streams, improve P&L reporting, and build management dashboards for your two consulting businesses. Please share QBO access and revenue stream details. I can start immediately. Regards, Zafar
$15 AUD in 40 days
6.2
6.2

Hi, I am an experienced QuickBooks Online specialist with over 7 years of hands-on expertise in financial reporting and cleanup projects tailored for consulting businesses. I will diligently review and optimize your Chart of Accounts, refine historical transaction coding, and establish meaningful revenue categories. My strong analytical skills will ensure an accurate separation of revenue streams while enhancing the Profit & Loss reporting and overall visibility of your financial performance. I am committed to providing actionable insights through tailored management reporting dashboards and sound recommendations that will resonate with your business needs. Throughout the process, I will maintain clear communication to ensure alignment on expectations and progress, following industry best practices and your specific requirements. I take pride in my keen attention to detail and organized approach, which will enable me to complete the project within the agreed deadline. By leveraging my experience and maintaining consistent updates, I can assure you of effective support in improving your financial reporting processes and overall business understanding.
$20 AUD in 7 days
5.3
5.3

Hello, I have reviewed your project and can assist with the cleanup, restructuring, and optimization of your QuickBooks Online file. I am a Certified Bookkeeper and QuickBooks Online ProAdvisor with 7+ years of experience in bookkeeping, account cleanups, reconciliations, financial reporting, and management reporting. I have worked with service-based businesses to improve financial visibility, reporting accuracy, and decision-making. For your project, I can: ✔ Review and optimize the Chart of Accounts ✔ Analyze and correct historical transaction coding ✔ Set up Classes and Locations for meaningful revenue and profitability tracking ✔ Review direct and indirect cost allocations ✔ Improve Profit & Loss reporting and reporting accuracy ✔ Develop management reports that provide clear insights into business performance My goal is to ensure your QuickBooks file delivers accurate, actionable financial information so you can better understand revenue streams, profitability, and overall business performance. I am detail-oriented, analytical, and committed to providing practical recommendations that support ongoing financial management and growth. I would welcome the opportunity to discuss your current reporting challenges and how I can help improve your QuickBooks setup. Best regards, Syeda Sidrah A. Certified Bookkeeper | QuickBooks Online ProAdvisor
$20 AUD in 40 days
5.1
5.1

As a seasoned finance and accounting expert with over 15 years of experience, I am confident in my ability to deliver exactly what you need for your bookkeeping cleanup and management reporting project. My proficiency in QuickBooks Online is advanced and I have successfully undertaken similar cleanup projects in the past with strong results. I have worked with a variety of professional services businesses like yours, so I fully understand the specific needs and nuances that come with this type of industry. In addition to my QuickBooks mastery, my bookkeeping, and management reporting skills are robust; they will enable me to fully optimize your Chart of Accounts, review transaction coding, establish revenue streams, improve cost allocations and significantly enhance Profit & Loss reporting. Moreover, as a certified QuickBooks ProAdvisor and a CPA/CFO by profession, I not only bring theoretical knowledge but also practical recommendations that will enable you to meaningfully understand your revenue streams, profitability as well as other aspects for effective decision making. Working remotely hasn't stopped me from delivering quality work within tight deadlines and attainment of set goals. I am motivated by seeing your business operations flourish through the improved visibility and control that accurate financial data provides. Think 100% accuracy plus timely results with zero stress from me – these are essential factors to consider as we move forward together.
$20 AUD in 40 days
5.0
5.0

Hi, I have read your requirement al hat. I am a CPA and QuickBooks Online ProAdvisor with 5+ years of experience in bookkeeping, management reporting, financial analysis, and QuickBooks cleanup projects. I have helped businesses restructure their Chart of Accounts, improve transaction coding, implement Classes and Locations, and develop meaningful reporting frameworks that provide clear visibility into revenue streams, profitability, and operational performance. For your two consulting businesses, I can review the existing QBO setup, optimize revenue and expense classifications, evaluate direct and indirect cost allocations, and design management reports that deliver actionable insights. My approach focuses on creating clean, scalable reporting structures that allow business owners to understand profitability by service line, client group, or business segment while maintaining accurate financial records. In addition to the cleanup work, I can provide practical recommendations for ongoing financial reporting processes, dashboard development, and month-end review procedures to ensure management receives reliable and timely information for decision-making. Regards, Humayun Khan
$15 AUD in 40 days
4.7
4.7

June 12, 2026 Hello I am a Certified QuickBooks Advanced ProAdvisor & a Xero Certified Advisor, with extensive experience in managing end to end accounting processes for businesses of various sizes. My expertise includes Bank Reconciliation & Account Cleanup, Setting up & Managing chart of Accounts, Invoicing & Accounts receivable management, Accounts payable and Expense tracking, Payroll processing and Compliance, VAT preparation and Reporting, Financial reporting as well as migration and setup of accounting software. Also, I hold an MBA degree and bring over 8 years of hands-on accounting experience along with more than 2 years of specialized expertise in cloud-based accounting systems as QuickBooks, Xero, ZohoBooks, Wave Accounting and MYOB. So it aligns perfectly with my professional background and skill set. Warm regards Md. Altas Uddin
$15 AUD in 40 days
4.6
4.6

With my extensive experience in bookkeeping and management reporting, I am confident I can provide the expertise your HR consultancy needs. My proficiency in QuickBooks Online, as well as my knack for organizing and categorizing transactions accurately, aligns perfectly with your objective of cleaning up and restructuring financial reporting. I have successfully completed numerous projects similar to yours, and my clients have always found my insight valuable in improving their revenue streams, profitability, and overall business performance. As a seasoned accounting professional, I understand the unique challenges professional services businesses face. My keen eye for detail and strong analytical skills will not only enable me to optimize your Chart of Accounts but also review historical transaction coding effectively. Moreover, I am well-versed in cost allocations which will be crucial as we aim to improve Profit & Loss reporting. Being a CPA qualified freelancer, I bring to the table a broader perspective on management accounting and offer a more holistic approach to your financial reporting process. With me by your side, you won't just get cleaner books; you'll gain valuable management dashboards and the benefit of my strategic recommendations. Simplify your finances with my proven skills; let's transform your business together!
$15 AUD in 40 days
4.1
4.1

I am already assisting a few Australian clients for their bookkeeping, reconciliation, and management reporting work using QuickBooks. I have a few questions: 1. How many years of historical data need to be reviewed and cleaned up 2. Are Classes and Locations already partially configured in QuickBooks 3. What are the major revenue streams you would like to track separately in reporting About me I am a Chartered Accountant and CPA with over 8 years of experience working with global clients. I work on QuickBooks for bank categorisation, journal entries, reconciliation, and financial reporting while keeping tax laws in mind. Though my presence is new here, I have served more than 200 clients till date.
$25 AUD in 40 days
4.2
4.2

Hi there, I am Syed Taha Hussain, and I can quickly review, clean up, and restructure your QuickBooks consulting businesses. Automated spreadsheet modeling and technical data structure are my primary skills. I am an expert in auditing nested logic, specializing in Chart of Accounts optimization, Class/Location tracking setup, and multi-entity direct/indirect cost allocations. I will clean up your redundant transaction codes, lock the final reconciled categories, and ensure total 365/2019 compatibility so your P&L and management dashboards refresh instantly. I have successfully resolved numerous complex accounting restructuring and professional services models requiring absolute precision. You can message me in the chat so we can review your historical feeds and wrap this up today.
$15 AUD in 40 days
3.7
3.7

As an experienced Chartered Accountant for over a decade, I believe I encompass the essential skills required for your project to not only review and clean up your QuickBooks accounts, but also to optimize your financial reporting and management. With my specialized knowledge in auditing and ensuring compliance with GAAP and IFRS, you can trust that I will perform a thorough review of your historical transaction coding and provide strategic insights into your direct and indirect cost allocations. Moreover, my exposure to professional services businesses and my ability to identify risks and enhance financial controls align perfectly with the nature of your consultancy businesses. My zeal for delivering high-quality results while maintaining strong client relationships makes me an ideal candidate for this project. Choose me as your partner in this journey towards improved visibility of revenue streams profitability and management reporting; together we'll ensure transparency, accuracy, and enhanced business performance for your HR Consultancy firm.
$15 AUD in 40 days
2.8
2.8

As a seasoned finance professional with an emphasis on bookkeeping, I have the perfect mix of skills to take on your QuickBooks cleanup and management reporting project. My proficiency in Intuit QuickBooks is second to none, and I've successfully completed several cleanup tasks for client companies of all sizes. My major strength lies in helping businesses uncover valuable insights from their financial data. With that being said, I am confident that I can enhance the visibility of your HR consultancy's revenue streams, profitability, and improve your overall management reporting structure. The combination of my strong analytical ability along with my experience working with professional services businesses will be invaluable in untangling your complex financial landscape. In addition to these technical skills, I bring a deep passion for automating financial systems through my AI-powered platform, FinxisAI. Choosing me for this project means not only resolving the present need but also laying out a future-ready system that eliminates manual work and improves efficiency.
$20 AUD in 40 days
2.9
2.9

Hey, Your main challenge is not bookkeeping, it's getting meaningful reporting that shows which revenue streams are actually profitable. I can help clean up your QuickBooks Online file, restructure the Chart of Accounts, implement Classes/Locations, review historical coding, and improve cost allocations so your P&L and management reports provide clear insight into profitability and business performance. I have extensive experience with QuickBooks cleanup projects and management reporting for service-based businesses. My focus is delivering actionable reports and dashboards that help business owners make better decisions. My certifications are attached below, and I am available to start immediately.
$20 AUD in 40 days
2.6
2.6

Brisbane, Australia
Member since Jun 11, 2026
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₹12500-37500 INR
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