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I need a detailed monthly bookkeeping review using QuickBooks. Key areas to focus on: - Income and Expenses: Verify accuracy and completeness. - Financial Statements: Review and ensure accuracy. - General Ledger (GL) Reviews: Comprehensive checks for accuracy. Ideal Skills and Experience: - Proficiency in QuickBooks. - Strong background in accounting and bookkeeping. - Detail-oriented with a focus on accuracy. - Experience with GL and financial statement reviews. Prefer an EA or CPA. Looking forward to hearing from you.
Project ID: 40717805
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41 freelancers are bidding on average $31 USD/hour for this job

With over a decade of experience in the accounting and financial realm, I am confident that I can provide an exceptional level of service with your QuickBooks bookkeeping review, ensuring that every aspect is thoroughly checked and precisely balanced. My extensive skills with QuickBooks include generating daily banking reports, profit and loss statements, as well as forecast reports. I’ve also performed various financial tasks including A/R, A/P, bank reconciliations, payroll management and more for reputable clients like Redwood Outdoors and Coast Lubricants & Industrial Supply. No matter the size or complexity of your project, you are assured of receiving a top-notch, error-free work carried out with meticulous attention to detail. As a Preferred Freelancer, I’ve successfully completed over a hundred projects on this platform alone with an average 5-star rating - something that speaks volumes about the quality of my service. Moreover, my completion track record attests to my timeliness in delivering on projects.
$38 USD in 40 days
7.9
7.9

As a seasoned professional with over 6 years of hands-on experience in accounting and bookkeeping, I wholeheartedly understand the importance of accurate and detailed reviews for financial management. In conjunction with my profound knowledge in QuickBooks, I have continually provided dependable and result-oriented services to numerous businesses. My approach revolves around more than just number-crunching; it's about unlocking insights that can drive growth and operational improvements. I am highly skilled at GL and Financial Statement reviews – precisely what your project demands. Being an EA (Enrolled Agent), your preference, I am well aware of the intricacies of taxation regulations and can assure you not only fruitful monthly reviews but also provide adept assistance during audits. QuickBooks is the tool I am most adept at, but I have extensive experience across several other bookkeeping platforms too. I comprehend how having clean and up-to-date books can significantly contribute to the success of a business. Hence, hiring me would be like selecting your financial co-pilot who simplifies complexity while respecting confidentiality impeccably. Let's transform your finances into your biggest strength together – send me a message today!
$25 USD in 40 days
6.1
6.1

Warm greetings! I specialize in QuickBooks bookkeeping, financial statement review, and general ledger reconciliation, with a strong focus on finding discrepancies before they become reporting issues. Our team of 62 professionals has extensive experience in bookkeeping, accounting, Excel, financial analysis, and reconciliations. Here’s how we can help: • Review monthly income and expenses for accuracy, completeness, categorization, and unusual entries • Reconcile and review the General Ledger, identifying discrepancies, duplicates, missing entries, and misclassifications • Check the Balance Sheet, Profit & Loss, and other financial statements against the underlying QuickBooks data • Provide a clear monthly review report highlighting issues found, corrections needed, and items requiring your attention We can work within your existing QuickBooks setup and follow your current chart of accounts and accounting procedures. Could you confirm whether the QuickBooks file is QuickBooks Online or Desktop, and approximately how many transactions/accounts are
$38 USD in 40 days
5.4
5.4

As an experienced bookkeeper with expert knowledge in QuickBooks Online, I am confident in my ability to provide you with the detailed monthly bookkeeping review you need. My proficiency in QuickBooks extends beyond just entering and categorizing data; I can offer a comprehensive analysis of your income and expenses, ensuring their accuracy and completeness. Moreover, I am skilled in conducting thorough financial statements and GL reviews, matching your project requirements. In addition to my technical capabilities, what sets me apart is my dedication to delivering quality work. I'm highly detail-oriented and conscientious about maintaining accuracy at every stage of the process. With over 5 years of experience in accounting and bookkeeping, I've developed an efficient approach that guarantees swift yet accurate results - a quality that will greatly benefit your project. Choosing me for this task means choosing a committed partner who understands the unique needs of your business. Tailoring my services to fit your specific requirements is one of my strengths and collaborative ethos. Plus, as an EA (Enrolled Agent), I have a deep understanding of IRS procedures and regulations that will support any tax preparation process. Partnering with me means breathing easier knowing that an expert is handling your finances efficiently, accurately, and with the utmost confidentiality.
$25 USD in 40 days
4.7
4.7

September 17, 2026 Hello I’m an IRS-registered Tax Preparer with an active PTIN. As a Certified QuickBooks Advanced ProAdvisor and Xero Certified Advisor with 8+ years of accounting experience and +3 years specializing in cloud accounting software, including QuickBooks, Xero, Zoho Books, Wave and MYOB. My expertise includes bank reconciliation, account cleanup, chart of accounts setup, AP/AR management, payroll, VAT, financial reporting, catchup & cleanu, error fixing and accounting software migration. I also hold an MBA, and my skills align well with your accounting needs. Kind regards Md. Altas Uddin
$38 USD in 40 days
4.8
4.8

Hi, I’d be happy to handle your monthly bookkeeping review in QuickBooks. I have extensive experience in bookkeeping and accounting, with a strong focus on accuracy, reconciliations, General Ledger review, and financial statement analysis. For each month, I can: * Review income and expenses for accuracy, completeness, and proper categorization * Review the General Ledger for unusual, duplicate, or incorrectly posted transactions * Verify account reconciliations and identify discrepancies * Review the Profit & Loss and Balance Sheet for accuracy * Check that financial statements are consistent with the underlying books * Flag any issues, adjustments, or items requiring further attention I’m detail-oriented and comfortable working independently in QuickBooks while maintaining clean and reliable books. I understand you prefer an EA or CPA. While I am not a CPA/EA, I bring extensive hands-on bookkeeping and accounting experience and can provide a thorough, practical monthly review. I’d be glad to discuss your current QuickBooks setup and review process. Best regards, Sachin
$30 USD in 40 days
3.9
3.9

As a Certified QuickBooks ProAdvisor and an experienced CPA, I have the skills and expertise you need to complete your monthly bookkeeping review accurately and thoroughly. My extensive knowledge in working with GL and conducting highly detailed financial statements audits makes me well-suited for this project. With my deep understanding of QuickBooks and accounting software like Xero, NetSuite, Sage Intacct, and Microsoft Excel, I can efficiently input and categorize all your transactions, ensuring nothing is overlooked. Bank reconciliations will be seamlessly done to give you a clear picture of your finances. Through my career, I have developed an eye for detail, allowing me to pinpoint any mistakes or inconsistencies in record-keeping – guaranteeing you maximum accuracy. I also offer additional services that would perfectly complement this project. From invoicing and billing management to expense tracking and financial reporting, I'll streamline your entire bookkeeping process. With tax season around the corner, my tax preparation support will prove invaluable as we prepare the necessary records. All-in-all, I guarantee you exceptional bookkeeping support that not only keeps you compliant but empowers you with actionable financial insights. Choosing me will bring profound peace of mind knowing that your financial data is handled confidentially by a proactive professional like myself. Let's get started on simplifying your financial journey together!
$25 USD in 40 days
3.7
3.7

As a highly accomplished Chartered Accountant, I understand the crucial role of detailed bookkeeping and analysis in maintaining the financial health of a business. My proficiency in QuickBooks combined with my strong background in accounting and bookkeeping make me an ideal fit for your project. For over 10 years, I have been meticulously reviewing financial statements and GL to ensure compliance with GAAP and IFRS. In addition to these crucial skills, I am also adept at utilizing advanced data analysis tools to interpret financial information and provide strategic insights. This will not only help verify the accuracy and completeness of your income and expenses, but also provide a deep dive into financial trends that can inform future decision making. Moreover, my experience in offering advisory services on financial planning, budgeting, and forecasting guarantees that not only will I quickly identify any discrepancies but also advise on how to rectify them effectively. Overall, my goal is to enhance your financial controls through my detail-oriented approach while fostering a lasting client relationship based on trust and reliability.
$25 USD in 40 days
2.8
2.8

As a Certified QuickBooks & Xero ProAdvisor, Senior Accounts Executive, and a skilled data analyst, I'm the perfect match for your Monthly Bookkeeping Review project. My deep knowledge of QuickBooks, strong accounting background, and keen eye for detail make me well-versed in precisely the areas you require review: Income and Expenses, Financial Statements, and General Ledger Reviews. I understand the significance of accurate financials when it comes to making informed business decisions. I have a proven track record of providing clean, reliable financial statements to my clients. Moreover, my proficiency in Excel enables me to create custom reports, dashboards, and financial models that will help you effectively monitor your business’s performance. Choosing an EA or CPA like myself when it comes to accounting-related tasks guarantees you the services of a professional bound by ethics. I assure you not only accuracy and attention to detail but also strict confidentiality in handling your financial data. Let's collaborate to ensure your books are organized and your financial reports provide valuable insights into your business's health month-after-month!
$25 USD in 40 days
2.2
2.2

Looking for a financial professional who can manage your numbers and protect your business? Look no further. As a seasoned Finance Manager and CFO with years of experience in financial management, auditing, and corporate consulting, I have the skills and knowledge to be your ideal partner for monthly bookkeeping review on QuickBooks. Why should you choose me? Simple. I have a proven track record of delivering accurate, reliable, and compliant financial results that not only meet regulatory requirements but also provide the actionable insights you need to make informed, data-driven decisions. I am not just a number cruncher. My strategic mindset allows me to go beyond the numbers to support growth, profitability, and informed decision-making. I'll not only ensure that your income and expenses are accurate and complete but also review your financial statements and perform comprehensive checks on the General Ledger to ensure accuracy. Furthermore, my proficiency in QuickBooks combined with my expertise in GL and financial statement reviews makes me an ideal fit for this role. So let's get started on ensuring the financial integrity of your business together!
$25 USD in 40 days
2.4
2.4

As an experienced accountant and proficient user of QuickBooks, I understand the immense value of precise bookkeeping for the financial well-being of your business. With over five years of working meticulously with QuickBooks, I have a profound understanding of its functionality and can efficiently reconcile transactions, track expenses, generate comprehensive financial reports, and more. My proficiency extends to other accounting software including Xero, NetSuite and Sage Intacct. Apart from these technical skills, I bring a deep passion for accuracy and attention to detail to my work. As someone who believes that no transaction should escape keen observation regardless of its size, I will thoroughly review your income and expenses, general ledger as well as financial statements to ensure each aspect is accurate and complete, leaving no room for error. Moreover, while privacy and confidentiality are paramount when it comes to dealing with any financial information, rest assured that with me you are in safe hands. Your data will be kept private at all times. I believe in partnering with my clients so as to accurately correspond to their needs. Your business is unique and deserves tailored attention, which I am more than willing to provide. Let us sort out your monthly bookkeeping effectively together
$25 USD in 40 days
1.6
1.6

Hello there, I can assist with your detailed monthly bookkeeping review using QuickBooks. With a strong background in accounting and bookkeeping, I will focus on verifying the accuracy and completeness of income and expenses, reviewing financial statements, and conducting comprehensive checks on the General Ledger. My proficiency in QuickBooks, attention to detail, and experience with GL and financial statement reviews make me well-equipped for this task. I look forward to discussing further details with you. Thanks, Manisha
$38 USD in 40 days
0.6
0.6

Hi, Quantum Code Solutions is available to transform your monthly accounting into a polished, accurate QuickBooks reporting system. The core of a high-end financial review lies in systematic reconciliation and general ledger mapping within QuickBooks to ensure live read-outs for income, expenses, and overall cash flow remain clear and precise. We plan to utilize structured auditing workflows to verify your income and expense accuracy while providing a modular reporting framework that adapts to your ongoing business needs. Recently, our team delivered a comprehensive financial review system called Simon, an automated virtual CFO platform designed to read QuickBooks data and deliver real-time financial analysis, general ledger checks, and accurate financial statements. We corrected historical GL entry discrepancies and built a structured review framework that streamlined reporting across complex accounts. Our work made financial metrics clear and actionable for executive decision-making. Let's discuss in more detail now. Reach out to initiate a conversation! Best regards, Quantum Code Solutions
$50 USD in 40 days
0.0
0.0

Miami Beach, United States
Member since Apr 24, 2026
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