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I run a small business and want to hand off the day-to-day numbers to someone who lives and breathes QuickBooks. All bank and card transactions need to be entered and reconciled on a regular schedule, then rolled into clean monthly reports. Once the books are tidy, I also need year-end tax preparation and straightforward financial analysis to show where the cash is going and which products or services are performing best. I already have QuickBooks Online set up; you’ll receive secure access so you can work directly in my file. Deliverables • Weekly transaction entry and bank/credit-card reconciliation in QuickBooks • Monthly profit & loss, balance sheet, and cash-flow statements • End-of-year tax-ready files and schedules • Brief quarterly analysis highlighting trends, variances, and actionable insights I’m looking for someone who can keep the figures accurate, flag anomalies early, and explain results in plain language so I can make faster decisions. If that sounds like your style, let’s talk timelines and how we can get started.
Project ID: 40569067
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95 freelancers are bidding on average $143 USD for this job

As a seasoned financial expert with years of experience in accounting, bookkeeping, and financial analysis - I am confident that our services would be the perfect fit for your needs. Being well-versed with platforms like QuickBooks, we ensure efficient transaction entry, meticulous bank and credit card reconciliation that will guarantee the accuracy of your financial records. This will also be reflected in the delivery of clean monthly reports such as profit and loss statements, balance sheets and cash flow statements. As a business owner myself, I understand the value of timely and intelligible information in making crucial decisions. Delivering tax-ready files and schedules is one of our core competencies and I assure you that your year-end tax preparation is in capable hands. Additionally, we specialize in conducting insightful financial analysis that can equip you with intelligent strategies for growth based on informed decisions. Emphasizing confidentiality throughout our work is one of our unique features. Trust me to handle your financial data discreetly while consistently adhering to tax regulations. When you choose us, we pledge not just expertise, but personalized service specifically tailored to enable the success of your business. Let’s start securing your financial future today!
$250 USD in 7 days
8.9
8.9

Hi There, Your project is a great fit for our team. We have Certified QuickBooks ProAdvisors and Certified Xero Advisors who can manage your books accurately and keep your financial records up to date. We can handle weekly transaction entry, bank and credit card reconciliations, monthly Profit & Loss, Balance Sheet, and Cash Flow reports, along with quarterly financial analysis to highlight trends, cash flow, and your best-performing products or services. We can also ensure your books are organized and year-end tax-ready by preparing clean schedules and supporting documentation. Please note that we typically work on an hourly basis, tax preparation, tax filing, and payroll processing are not included in our services. We work during 9:30 AM–6:00 PM IST (Monday–Saturday) and can collaborate directly in your QuickBooks Online account. Hit me up and we can talk in detail. Regards, Nikita and her team at Affiliazion (D)
$249 USD in 7 days
8.0
8.0

Hi, I have carefully read your project description and understand your requirements. I am confident that I can manage your QuickBooks Online bookkeeping and provide accurate financial reporting on an ongoing basis. I am a CPA and CBA qualified accountant with over five years of experience in bookkeeping, bank reconciliations, financial reporting, tax, and financial analysis. I am also a QuickBooks Online ProAdvisor and a Xero Certified Advisor, with experience supporting small businesses across various industries. I will accurately enter and reconcile your weekly bank and credit card transactions, maintain clean and up-to-date books, and prepare monthly Profit & Loss, Balance Sheet, and Cash Flow statements. At year-end, I will organize your books into a complete tax-ready package with supporting schedules. I will also provide quarterly financial analysis highlighting cash flow trends, variances, and insights into your most profitable products or services, helping you make informed business decisions. I am detail-oriented, proactive, and committed to maintaining accurate financial records while communicating clearly and promptly whenever I identify discrepancies or opportunities for improvement. I am available to start immediately and would be happy to support your business on a long-term basis. Please open the chat so we can discuss your requirements further. Thanks & Regards, Mussadiq Hussain
$60 USD in 7 days
6.9
6.9

As a seasoned accountant with over 6 years of hands-on experience in managing and optimizing financial records using QuickBooks, I am confident I possess the skills and expertise perfect for your project. I've worked extensively with QuickBooks Online, facilitating seamless transactions entry and meticulous bank reconciliations like those you need. My tailored systems setup feature ensures the chosen management tool works optimally for you. The ability to provide strategic business insights is one of my strongest suits. This will prove invaluable in identifying actionable data trends and variances that highlight your business activities' highs and lows. I don't just crunch numbers; I discern their meaning and present them in a way that reveals your financial landscape and propels faster decision-making processes. Confidentiality is paramount when it comes to financial matters, and I guarantee the same commitment to safeguarding your business's data as I do for my own. Timely delivery, accuracy, approachability are just some other key values that set me apart. Think of me as an irreplaceable co-pilot for your venture, guarding its financial health and helping it soar higher. Don't hesitate to reach out; I'm ready to help transform your books into valuable business insights.
$200 USD in 7 days
6.1
6.1

Hello, I am Mohmed, an experienced Accounting professional with 8+ years of expertise in Intuit QuickBooks, Bookkeeping, and Xero. I have carefully reviewed your project requirements for QuickBooks Bookkeeping & Tax Support. To address your needs, I propose to provide weekly transaction entry and bank/credit-card reconciliation in QuickBooks, monthly profit & loss, balance sheet, and cash-flow statements, end-of-year tax-ready files and schedules, as well as a quarterly analysis highlighting trends and actionable insights. I will ensure accurate financial reporting, early anomaly detection, and clear explanations for informed decision-making. I am keen to discuss further details and start working on your project. Please initiate a chat so we can explore how we can collaborate effectively. Best regards, Mohmed
$150 USD in 7 days
5.8
5.8

Hi, With over seven years of experience in bookkeeping and financial analysis, I am well-prepared to take on the responsibilities of managing your QuickBooks needs. My focus will be on entering and reconciling transactions with precision and maintaining a keen eye for detail to ensure your financial statements are accurate and reflect your business's true performance. I will adhere to a regular schedule for weekly transactions and monthly reports while maintaining clear communication with you throughout the process to ensure alignment and address any concerns promptly. I will also prioritize proper processes that encompass not just accurate data entry and reconciliation but also insightful financial analysis that provides clarity on cash flow and product performance. By delivering quarterly analyses and year-end tax-ready files, I aim to empower you to make informed and timely decisions. I am committed to meeting the agreed deadlines and look forward to working together to elevate your business's financial management.
$140 USD in 7 days
5.3
5.3

Hi there, Keeping your books accurate and up to date is essential for making confident business decisions, and I'd love to help you take that responsibility off your plate. I'll ensure your QuickBooks Online records are maintained accurately with timely transaction entry, reconciliations, monthly financial reports, and tax-ready books, so you always have a clear picture of your business. As a Certified Accountant and QuickBooks Online ProAdvisor with 7+ years of experience, I specialize in bookkeeping, bank reconciliations, financial reporting, tax preparation support, and financial analysis. I'm proficient in QuickBooks Online, Xero, Zoho Books, and Excel, with a strong commitment to accuracy, attention to detail, and meeting deadlines. My goal is to deliver organized financial records while identifying discrepancies early and providing reports you can rely on. I'd be delighted to discuss your requirements and show how I can become a dependable long-term bookkeeping partner for your business. Best regards, Syeda Sidrah A.
$140 USD in 7 days
5.1
5.1

Warm greetings! We can take full ownership of your QuickBooks Online bookkeeping, keeping your records accurate, tax-ready, and easy to understand so you can focus on growing your business. We are a team of 62 professionals with over 9 years of experience in QuickBooks, bookkeeping, bank reconciliation, tax preparation, and financial analysis. Here's how we can help: • Weekly transaction entry and bank/credit-card reconciliations • Monthly P&L, balance sheet, and cash flow reporting • Year-end tax-ready files and supporting schedules • Quarterly financial analysis with clear insights and anomaly reporting Approximately how many monthly transactions do you process, and what country are your tax filings based in? Are you using only QuickBooks Online, or do you also need Xero support?
$140 USD in 7 days
4.8
4.8

Hi, I have read your requirements. I am a CPA and QuickBooks Online ProAdvisor with 5+ years of experience in bookkeeping, bank reconciliations, financial reporting, and tax-ready accounting for small businesses. I specialize in maintaining accurate books, delivering timely financial reports, and providing clear insights that help business owners make informed decisions. I can manage your QuickBooks Online file by entering and categorizing transactions, reconciling all bank and credit card accounts on a weekly basis, and preparing accurate monthly Profit & Loss, Balance Sheet, and Cash Flow statements. At year-end, I will ensure your books are fully reconciled and organized with all supporting schedules, making tax preparation smooth and efficient. In addition to bookkeeping, I will provide quarterly financial analysis that highlights cash flow trends, expense variances, and the profitability of your products or services, while promptly identifying any unusual transactions or discrepancies. My goal is to keep your books clean, your reports reliable, and explain the numbers in a straightforward way that supports better business decisions. I am available to start immediately and would be happy to provide ongoing, long-term support. Regards, Humayun Khan
$30 USD in 7 days
4.7
4.7

With a solid QuickBooks background, I specialize in streamlining financial processes for small businesses. I understand the need for accurate bookkeeping, monthly reports, and year-end tax prep. Could you clarify the frequency of financial analysis required? Regards, CA. Swati Jain, CPA
$140 USD in 5 days
4.8
4.8

Hi there, We can support your QuickBooks Online bookkeeping with disciplined transaction entry, bank and credit-card reconciliation, and clean monthly P&L, balance sheet, and cash-flow reporting. We also handle financial analysis in plain language, including trend and variance review so you can see where cash is going and which products or services are performing best. Our initial assumption is that the books are current enough for regular reconciliation, with any cleanup scoped separately if needed. Best Regards, 8veer
$150 USD in 7 days
4.6
4.6

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.
$300 USD in 7 days
4.5
4.5

Hi, I understand you need a reliable QuickBooks Online expert to manage your bookkeeping, keep your accounts accurate, and provide clear financial insights throughout the year. I can handle weekly transaction entry, bank and credit card reconciliations, monthly financial reporting, tax-ready year-end records, and quarterly analysis with actionable recommendations. My focus is on maintaining clean books, identifying discrepancies early, and presenting your financials in a simple, easy-to-understand way. Best regards, Muhammad Usman
$180 USD in 4 days
4.4
4.4

As a dedicated Bookkeeping professional, I have the knowledge and expertise with the tools you use such as QuickBooks Online. My extensive hands-on experience in accounting and financial analysis makes me uniquely positioned to step into your small business and handle all aspects of day-to-day bookkeeping, tax preparation, and financial analysis with utmost efficiency. I understand that as a small business owner, your time is valuable, which is why my commitment to swift yet accurate work will save you countless hours and reduce your stress levels. My detail-oriented nature allows me to ensure no transaction goes unnoticed - no matter how small - guaranteeing that your books are impeccable and ready for insightful analysis. Another advantage of working with me is my collaborative approach. I don't do cookie-cutter solutions. Rather, I proactively tailor my services to suit your specific needs. This means you'll receive customized monthly reports and analyses highlighting important trends, variances and providing actionable insights for even smarter business decisions. Your financial information will also be handled with utmost discretion to protect your confidentiality. Start simplifying your financial journey today by handing off your numbers to someone who not only loves what they do but does it exceptionally well - Me! Let's get started on transforming your bookkeeping from mundane to spectacularly smooth together.
$200 USD in 7 days
4.5
4.5

As someone who genuinely loves working with numbers and using QuickBooks to make them tell meaningful stories, I genuinely believe I can provide value to your business. My speciality is streamlining financial processes to ensure accuracy and clarity, a skill I've honed over the 7 years of hands-on experience in supporting businesses just like yours. I can offer you so much more than simple data entry. In addition to providing accurate and timely bookkeeping, I have a deep understanding of NetSuite, Xero, as well as QuickBooks Online - the platform you use. This means that not will I be able to handle your weekly transaction entries and bank/credit-card reconciliations efficiently, but I'll also be able to seamlessly generate your monthly profit & loss, balance sheet, and cash flow statements tailored perfectly to your business needs. Additionally, my expertise in tax preparation will ensure that your year-end tax files are error-free. Choose me for this project not only because I love the intricacies of bookkeeping but because I've constantly proven my ability to simplify and streamline financial operations, minimize stress and help businesses thrive. Together we can maintain flawless financial records, manage cash flow flawlessly, ensure compliance efficiently - and all while saving our most valuable commodity: time.
$190 USD in 7 days
3.7
3.7

Hi, I can help with the cleanup, catchup and monthly ongoing bookkeeping. I'm a certified accountant, QuickBooks Pro Advisor with over 6 years of experience working with businesses in e-commerce, real estate, property management, rentals, restaurants, IT, hospitality and other industries. I've worked on a number of bookkeeping, cleanup and catch-up projects, including accounts that were behind for a year or more. For this project, I would review and categorize transactions, reconcile accounts, identify any missing or duplicate entries, reporting, analysis and make sure everything is clean and ready for reporting and tax ready. If I come across anything that needs clarification, I'll keep a list of questions so the process stays efficient. I'm available to start right away and would be happy to discuss the current state of the books and the volume of transactions involved. I look forward to hearing from you. Thanks, Israr
$200 USD in 10 days
3.8
3.8

Hi there, I’d be glad to support your business with this; The work you described is very much in my area, full-cycle bookkeeping for small businesses, keeping the books current, and turning the numbers into something useful for decision-making. In addition to handling the bookkeeping side properly, you can also count on me to stay on top of receivables and respond promptly whenever you need support or clarification. To make the workflow smooth, we can set up a shared Google Drive folder for invoices and receipts, and use Slack or WhatsApp for quick communication. That way, I can keep the books updated consistently, reconcile transactions properly, and make sure nothing slips through the cracks. I’d be happy to work with you as a reliable bookkeeping partner as the business grows. Regards Ahmed.
$250 USD in 7 days
3.5
3.5

Dear Sir/Madam, I am professional Chartered Accountant with 16 Years of experience in accounting, finance and administration currently i am looking for remote job i can help you with your financial accounting need, i will do all the book keeping , reconciliations and financial reporting work, can prepare budgets if needed ,plus will do yearly tax planning and calculations for your business. I have advanced level of skills when it comes to quickbooks , have used both its desktop and online versions, i can provide complete accounting services to your business starting from setting up your accounts till closing of books. if you have any questions fell free to ask , waiting for your positive and prompt response . Regards, Jahanzeb Abbasi .CA
$250 USD in 7 days
3.3
3.3

As a seasoned bookkeeper with a passion for efficiency, I'm confident that my skillset and experience make me the perfect fit for your QuickBooks bookkeeping and tax support needs. Throughout my 5+ years helping small businesses like yours, I've not only honed my proficiency in Intuit QuickBooks but also mastered Xero, NetSuite, Sage Intacct, and Microsoft Excel – all vital tools in maintaining accurate financial records. Allow me to emphasize my strong suit - collaboration. I firmly believe that every business and their financial needs are distinct. As your dedicated bookkeeper, I'll ensure to tailor my services to meet your exact requirements, delivering meticulously organized and categorized data along with regular reconciliations for a clear understanding of your company's position. Furthermore, my knack for financial reporting will enable you to glean actionable insights from monthly profit & loss statements, balance sheets and cash-flow statements. And come tax season, rest assured knowing that I'll have your year-end files ready so you can navigate through it smoothly. Together, we'll simplify your financial journey while empowering you to make well-informed decisions swiftly. Let's hop on a call soon!
$150 USD in 7 days
3.0
3.0

As a Chartered Accountant with over 10 years of experience, my repertoire extends to both financial reporting and audit assurance. The project you're outlining aligns perfectly with my skill set. I have an intricate understanding of the Intuit QuickBooks platform, and have used it extensively for my clients - updating records, reconciling bank statements, and generating regular monthly reports. Additionally, I can handle your year-end tax preparation needs. What sets me apart is my knack for presenting complex financial information in simple terms that empower you to make informed business decisions more promptly. I bring this same clear and concise communication style to the quarterly analyses we'll undertake to identify trends, variances, and actionable insights. Rest assured, I'll be vigilant about flagging anomalies at the earliest stages to mitigate potential risks. My commitment to delivering high-quality results establishes me as an ideal candidate for this role. I'm not just focused on maintaining accurate figures; I'm dedicated to fostering a robust understanding of your organization's financial landscape, enhancing financial controls for enhanced compliance while maximizing efficiency. With me on board, you'll have a reliable partner who's ready to address any concerns or queries you may have throughout the project tenure. Let's maximize your financial management strategies together!
$200 USD in 7 days
2.7
2.7

New York, United States
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