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I run a sole proprietorship and I’m looking for an experienced bookkeeper who can keep my QuickBooks file clean, current, and tax-ready. Each month I need my transactions categorized, accounts reconciled, and accurate financial statements delivered so I can see a clear profit-and-loss picture and balance sheet. When year-end rolls around, I also want all of the information packaged for smooth tax preparation. Deliverables I expect: • Reconciled QuickBooks file by the 10th of each month • Monthly P&L, balance sheet, and cash-flow statement in PDF and Excel • Year-end tax package with all schedules, adjusting entries, and backup reports If you’re comfortable working in QuickBooks Online, know current tax rules for sole proprietors, and can communicate promptly when questions arise, let’s talk.
Project ID: 40555480
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80 freelancers are bidding on average $151 USD for this job

As a dedicated Chartered Accountant and Financial Consultant with over 10-years of experience, I understand how crucial it is for sole proprietors to maintain accurate and up-to-date financial records. With an extensive skill set that includes deep proficiency in QuickBooks Online (QBO) and a comprehensive knowledge of current tax rules for sole proprietors, I can ensure your books are kept spick and span. At my firm, I lead a team of highly-qualified professionals who specialize in bookkeeping tailored specifically to the needs of businesses like yours. From bank reconciliations to cash flow analysis, financial statements preparation to budgeting and forecasting, we have a knack for delivering top-tier Bookkeeping solutions. With my team of dexterous problem solvers, your monthly reports won't just be turned around promptly by the 10th of each month; they'll also be delivered in both PDF and Excel formats for your convenience. Year-end doesn't have to be stressful either we'll provide you with both schedules and adjusting entries, backed-up by exhaustive reports, to ensure smooth tax preparation every time. So let's make your financial duties a breeze; hire me and witness the difference in service.
$250 USD in 7 days
9.0
9.0

Hi There, We’d be happy to help keep your QuickBooks Online file accurate, organized, and ready for year-end. Our team includes Certified QuickBooks ProAdvisors and Certified Xero Advisors with extensive experience in monthly bookkeeping, transaction categorization, bank and credit card reconciliations, and preparing reliable financial reports. We can ensure your QuickBooks file is reconciled each month and provide monthly Profit & Loss, Balance Sheet, and Cash Flow reports in both PDF and Excel. We can also prepare a complete year-end bookkeeping package with supporting schedules, adjusting entries, and backup reports for your tax professional. Please note that tax preparation, tax filing, and payroll processing are not included in our service scope. Hit me up and we can talk in detail. Regards, Nikita and her team at Affiliazion (D)
$249 USD in 7 days
8.1
8.1

I can do this project according your requirements. I'm ready to start the project asap. If you can message me now, we can do further discussion. Waiting for your message. Thanks!
$30 USD in 7 days
7.4
7.4

As an experienced data analyst, specializing in bookkeeping and financial analysis, I am well-equipped to handle the meticulous tasks required for your sole proprietorship. Not only am I highly skilled in working with QuickBooks, ensuring that your transactions are accurately categorized, but I also have an in-depth understanding of current tax rules specifically for sole proprietors. With every month-end, you can expect me to have your QuickBooks file reconciled by the 10th and provide you with comprehensive financial statements that include P&L, balance sheet, and cash-flow statements in both PDF and Excel format. My aim is to give you a clear picture of your business's profitability and financial health. Moreover, when year-end surfaces, I assure you that my tax package will be excruciatingly thorough with all schedules, adjusting entries, and backup reports meticulously arranged. Lastly, prompt communication is crucial when dealing with finances, and you can trust me to be agile in addressing any questions or concerns that might arise during our collaboration. Thank you for considering my candidacy; let's talk further about how I can help streamline your bookkeeping needs.
$250 USD in 1 day
7.7
7.7

Hi, I am experienced with QuickBooks Online, Excel, and invoice attachment workflows, and I can help match and attach your PDF invoices accurately to the correct QBO transactions. I understand the importance of speed and accuracy for this task and can complete the first 300 transactions within 24 hours, then continue with the remaining transactions based on the agreed schedule. I am detail-oriented, comfortable following a structured workflow, and ready to start immediately after the screenshare walkthrough. Best regards, Khadija
$30 USD in 3 days
7.5
7.5

Hello Client, This is definitely possible. I can see you need your QuickBooks file kept clean and current each month — with transactions categorized, accounts reconciled, and financial statements delivered on time — so you always have a clear picture of your profit and loss, balance sheet, and cash flow. I'm confident I can handle the monthly reconciliations and year-end tax package, keeping everything accurate and ready for smooth tax preparation. Thank you, Ayaz Akhtar
$100 USD in 1 day
6.7
6.7

Hello, I’d be happy to help keep your QuickBooks Online file accurate, organized, and tax-ready throughout the year. I have 10+ years of bookkeeping experience and am a QuickBooks Online ProAdvisor, working with sole proprietors and small businesses across various industries. My monthly services include transaction categorization, bank and credit card reconciliations, reviewing accounts for accuracy, and preparing reliable financial statements. I can deliver: A fully reconciled QuickBooks Online file by the 10th of each month Monthly Profit & Loss, Balance Sheet, and Cash Flow reports in both PDF and Excel A complete year-end package with supporting schedules, adjusting journal entries, and reports to ensure a smooth tax preparation process I communicate proactively, ask questions whenever clarification is needed, and focus on maintaining clean, audit-ready books so you always have an accurate picture of your business. I’d be glad to discuss your workflow and how I can support your bookkeeping needs. Thank you for your time, and I look forward to speaking with you. Sajid
$150 USD in 7 days
6.4
6.4

Hi, I am a qualified Chartered Accountant from the UK with 7 years of experience in accounts, finance, and Bookkeeping. I can provide you with bookkeeping services in QuickBooks, categories transactions, clean QB, accounts receivable & Payable management, Banks/credit card reconciliations, and Journal entries. I will also provide you with a monthly profit or loss account, balance sheet, and cash flow statement. I will ensure that your financial records have been properly maintained. Please come to chat and discuss further. **Note** the price is negotiable. Thanks & Regard: Shahid Mehmood
$140 USD in 1 day
6.2
6.2

As a seasoned Chartered Accountant and ACA qualified professional, I have amassed nine years of experience specifically in the areas of accounting, financial consulting, tax planning, auditing, compliance, IFRS and financial modeling. This wealth of experience has equipped me with the vital skills necessary to help businesses like yours manage their finances with clarity and confidence. Moreover, I am more than conversant in QuickBooks Online which is crucial for this project. My expertise will ensure that your QuickBooks file remains clean, current and most importantly, tax-ready. I understand the importance of accurate financial statements delivered in a timely manner and can provide you with monthly profit-and-loss clear picture, balance sheet and cash-flow statements all in PDF and Excel formats. Additionally, my skills include preparing year-end tax packages with schedules, adjusting entries and backup reports which will simplify your tax preparation greatly. Throughout our partnership, expect prompt communication from me as I believe transparency is key to successful collaborations. Choose me for this project and rest assured that your sole proprietorship's bookkeeping needs are in the hands of a highly competent professional who is committed to seeing your business thrive by staying compliant and making financially sound decisions.
$200 USD in 7 days
6.4
6.4

Hello, I am an experienced QuickBooks Online bookkeeper who will maintain your sole proprietorship books, categorizing transactions, reconciling accounts, and delivering monthly P&L, balance sheet, and cash‑flow statements (PDF and Excel) by the 10th. At year‑end, I will provide a full tax package with schedules, adjusting entries, and backup reports. I know current tax rules for sole props and communicate promptly. Please share QBO access. I can start immediately. Thank you. Regards, Zafar
$100 USD in 1 day
6.2
6.2

Hi, I have experience with QuickBooks Online bookkeeping for small businesses and sole proprietors. I can keep your books accurate and tax ready by categorizing transactions, reconciling accounts, preparing monthly P&L, balance sheet, and cash flow reports, and delivering a complete year end package with supporting reports and adjusting entries. Best regards, Md Shamim
$100 USD in 1 day
5.6
5.6

Hi, I am excited to propose my services as your bookkeeper, leveraging my 7 years of experience to maintain your QuickBooks file with utmost accuracy and attention to detail. I will ensure that your transactions are categorized correctly, accounts are reconciled on time, and you receive monthly financial statements that provide insightful overviews of your profit and loss, as well as a clear balance sheet. By maintaining a systematic approach and adhering to best practices, I will facilitate a seamless year-end process by preparing a comprehensive tax package complete with all necessary schedules and reports. Clear communication will be a cornerstone of our collaboration; I will ensure that you are kept up-to-date on the status of your accounts and promptly address any queries that may arise. My commitment to meeting the agreed deadlines and maintaining a clean QuickBooks file will not only streamline your financial management but also allow you to concentrate on growing your sole proprietorship. I look forward to the opportunity to discuss how I can help you achieve your financial goals.
$140 USD in 7 days
5.3
5.3

As an experienced bookkeeper, I understand the importance of maintaining clean and accurate financial records. My mastery of QuickBooks Online and solid understanding of current tax regulations will allow me to seamlessly manage your monthly reports and taxes to provide you with a snapshot of your business's financial position. Equipped with skills in accounting, bookkeeping, and Excel, I guarantee a streamlined process from categorizing transactions to reconciling accounts. Moreover, being a tech-savvy virtual assistant is my niche. My ability to embrace cloud technology puts me at the forefront of delivering efficient and scalable solutions - crucial qualities when working with a large volume of financial data. With me onboard, you can expect timely delivery of your monthly P&L statements, balance sheets, cash-flow statements, as well as a comprehensive year-end tax package that includes all the necessary schedules, adjusting entries, and backup reports. Above all else, my goal is to create a partnership with you with clear communication lines so that any questions or concerns that arise can be promptly addressed. By choosing me for this vital task, you will benefit from my expertise and dedication to providing a tax-ready QuickBooks file that will give you a clear profit-and-loss picture for strategic decision making. Let's have a discussion on how we can streamline your bookkeeping process today!
$140 USD in 7 days
5.4
5.4

Hi there, I can help keep your QuickBooks Online books clean, accurate, and tax-ready with timely bookkeeping, account reconciliations, and detailed financial reporting. As a Certified Accountant and QuickBooks Online ProAdvisor with 7+ years of experience, I've supported small businesses by categorizing transactions, reconciling bank and credit card accounts, and preparing accurate Profit & Loss, Balance Sheet, and Cash Flow reports. I understand the importance of delivering reliable financials on time so you're always prepared for tax season and can make informed business decisions. Let's schedule a quick call to discuss your bookkeeping process and how I can best support your business. I look forward to hearing from you. Best regards, Syeda Sidrah A.
$200 USD in 7 days
5.1
5.1

Hi there, We can support your QuickBooks Online cleanup, monthly transaction categorization, account reconciliations, and delivery of clear P&L, balance sheet, and cash-flow statements in both PDF and Excel. We also prepare a tax-ready year-end package with adjusting entries, schedules, and backup reports for smooth handoff. One point to confirm is the volume of monthly transactions and whether any prior-period cleanup is needed before ongoing maintenance. Best Regards, 8veer
$150 USD in 7 days
5.1
5.1

Hi, I have read your requirements. I am a CPA and QuickBooks Online ProAdvisor with 5+ years of experience in bookkeeping, reconciliations, financial reporting, and tax-ready month-end close for sole proprietors and small businesses. I can keep your QuickBooks Online file accurate and up to date by categorizing transactions, reconciling all accounts, and delivering monthly Profit & Loss, Balance Sheet, and Cash Flow reports in both PDF and Excel by the 10th of each month. At year-end, I will prepare a complete tax package, including supporting schedules, adjusting entries, and backup reports, ensuring your records are organized and ready for tax preparation. I am committed to maintaining clean, audit-ready books, providing timely communication, and promptly resolving any questions or discrepancies that arise. Regards, Humayun Khan
$50 USD in 7 days
4.7
4.7

With 5+ years of bookkeeping experience and expertise in QuickBooks Online, I can ensure your transactions are accurately categorized, accounts reconciled, and financial statements prepared monthly for tax readiness. I understand the importance of maintaining clean and up-to-date records for sole proprietors like yourself. Could you please share more details about the specific tax rules you follow to tailor my services accordingly? Regards, CA. Swati Jain, CPA
$170 USD in 2 days
4.8
4.8

As a seasoned finance professional and a QuickBooks ProAdvisor, I can assure you of my ability to deliver the high-quality work you're looking for. With over 15 years of experience in various capacities within the finance industry, I've developed a strong expertise in managing the financial records and fiscal obligations of small and medium-sized companies. This includes comprehensive knowledge of tax regulations that apply to sole proprietorships like yours. I understand how crucial it is for you to have timely, accurate and organized financial data at your disposal. Be assured that promptness and precision are my second nature. With my remote bookkeeping specialty, I can reconcile your QuickBooks file by the 10th of each month as you require, providing detailed profit-and-loss statements, balance sheets, cash-flow statements not just in PDF format but also conveniently in Excel. Lastly, my commitment to helping businesses thrive goes beyond monthly reports. When year-end approaches, I will ensure that all your records are efficiently packaged for smooth tax preparation. My services marry not just meticulousness but also adaptability; therefore I can guarantee swift adjustment to any changes or queries.
$100 USD in 7 days
4.8
4.8

July 03, 2023 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. Besides, 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
$140 USD in 7 days
4.6
4.6

Hello, I work extensively with QuickBooks Online for small businesses and sole proprietors, focusing on accurate monthly bookkeeping, clean reconciliations, and tax‑ready year‑end preparation. My workflow is built around maintaining a consistently clean set of books every single month, so nothing becomes messy or stressful at tax time. I can accurately categorize all transactions, reconcile bank/credit card/PayPal accounts, review unusual entries, and ensure every balance ties out properly. You will receive clear, reliable financials that actually reflect the business performance. Each month you will receive: • Fully reconciled QuickBooks file • Profit & Loss statement • Balance Sheet • Cash Flow statement • PDF + Excel export of all reports • Notes on any items that need clarification For year‑end, I prepare a complete **tax‑ready package** including supporting schedules, adjusting entries, and reconciliation reports to make Schedule C preparation organized and simple. I’m comfortable with firm deadlines and can ensure the books are closed and reconciled **before the 10th of each month**. I also understand the specific requirements for sole proprietor reporting and keep everything structured for a smooth tax season. I can start immediately and can also review your current QBO setup first to identify any cleanup or optimization opportunities. Best regards, Ross
$120 USD in 7 days
4.4
4.4

Abu Dhabi, United Arab Emirates
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Member since Feb 19, 2023
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