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I own a retail business that operates on QuickBooks, but my books stopped getting the attention they deserve after 2020. I now need every financial record from January 1 2021 through December 31 2024 brought fully up to date and turned into accurate tax returns. Here is the full scope I expect you to take on: • Catch-up bookkeeping inside my existing QuickBooks file, entering every outstanding transaction, coding expenses properly, and attaching supporting documents where available • Monthly bank and credit-card reconciliations for the entire period so balances tie back to statements • Expense management—flagging duplicates, suggesting re-classifications, and identifying any missing deductible items • Year-end adjusting entries that leave each fiscal year ready for tax preparation • Preparation and delivery of complete federal and state business tax returns for 2021, 2022, 2023, and 2024—including all necessary schedules A deliverable is considered accepted when the QuickBooks file shows zero unreconciled items, reports agree to bank statements, and the final returns are electronically filed (or ready to file) with supporting workpapers. I will provide bank feeds, statements, receipts, prior returns, and any log-in credentials you need. Please confirm your experience with retail businesses on QuickBooks and outline a realistic timeline to clear the four-year backlog in one smooth engagement.
Project ID: 40686696
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With over a decade of experience in providing accounting and financial services, my team at Muhammad Asad & Co. understands the significance of meticulous bookkeeping and tax management for retail businesses like yours. Our proficiency in QuickBooks ensures your challenge of catching up four years of transactions will be addressed with utmost accuracy and precision. Our comprehensive approach extends from entering outstanding transactions, accurately coding expenses to identifying any potential tax deductions you've missed. We are confident in delivering your desired outcomes since we have gone through such scenarios before. Our adept skills in reconciliations guarantee that the balances depicted match your bank statements, leaving no stones unturned when it comes to eliminating unreconciled items. Moreover, our expertise goes beyond just bookkeeping and includes financial analysis and budgeting. This wider perspective would help us identify potential areas for cost-saving as well as revenue generation for your retail business. With us by your side, you not only get an effective solution to your current bookkeeping mess but also a strategic partner who can guide you on how to make your numbers work more efficiently moving forward. Choose us to free yourself from this tedious task, so you can focus on what truly matters: running your business successfully!
$1,500 USD in 7 days
9.1
9.1

Hello There, We’d be glad to assist with bringing your QuickBooks records from 2021–2024 fully up to date. Our team includes Certified QuickBooks ProAdvisors and Certified Xero Advisors with strong experience in catch-up bookkeeping and account clean-up. We can support you with Entering and categorizing outstanding transactions, Bank and credit card reconciliations, Accounts Payable and Accounts Receivable, Reviewing duplicate or misclassified expenses, Identifying missing or unclear transactions, General ledger clean-up and adjustments, Preparing accurate Profit & Loss and Balance Sheet reports, Organizing books for your tax professional. Please note that tax preparation, tax filing, and payroll processing are not included in our service scope. We typically work on an hourly basis and can handle the four-year bookkeeping backlog systematically while maintaining accuracy and confidentiality. Hit me up and we can talk in detail Regards, Nikita and her team at Affiliazion (D)
$750 USD in 7 days
8.1
8.1

Through over a decade of professional experience in Accounting, Finance, and QuickBooks, I feel adept at handling the intricacies of managing your retail business's books. Over the years, I've mastered critical skills such as reconciliations, expense management, and tax preparation and filing - all skills that this project needs. Not only will I tackle and clear the clogged backlog, but I'll also set up a systematic bookkeeping process to streamline future tasks. My expertise extends further than just bookkeeping. Proficient in Financial reports, A/R, A/P, Payrolls, I can bring greater value to you beyond resolving your backlog by providing detailed financial reports and analysis that can guide your strategic decision-making. My extensive history with major clients such as Redwood Outdoors and Coast Lubricants & Industrial Supply is testament to my problem-solving ability and attention to detail. Lastly, my commitment towards delivering error-free work on time aligns well with your expectation for a seamless service. So let me take the reins to comprehensively update your books and taxes while you focus on growing your business. You won't be disappointed with my services - they are tailor-made to suit all project sizes - bringing maximum efficiency for every dollar spent on me.
$1,125 USD in 7 days
7.9
7.9

CPA License holder Hi, I am an experienced Associate Member the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
$750 USD in 3 days
6.6
6.6

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, Catch-up bookkeeping inside my existing QuickBooks file, entering every outstanding transaction, lagging duplicates, suggesting re-classifications, 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 Shahid
$1,125 USD in 2 days
6.2
6.2

With over six years of experience in the field, I understand the intricate dance that retail businesses like yours have to perform with their finances. I've worked with many clients who've faced similar bookkeeping backlogs on platforms like QuicBooks, so I can assure you that your project is in good hands. My goal is to not just update your books and taxes, but to sync them with every financial move you've made over the past four years, unearthing hidden insights and ensuring full compliance. What truly sets me apart is my holistic approach to your financial data. It’s not just about crunching numbers; it's about spotting trends, maximizing deductions, and identifying potential growth areas. Whether it's reconciling bank statements or managing expenses, my focus will always be on empowering your business through financial clarity. Finally, as a solemn custodian of confidential information, I guarantee that your data will be treated as my own and kept secure throughout our engagement. As we embark on this journey together to bring your 2021-2024 books up to date, rest assured that not only will I meet all your expectations but also deliver within an agreeable timeline. Together, let’s transform your finances into one of your greatest strengths!
$1,000 USD in 7 days
6.1
6.1

Hello, I am Mohmed, an experienced professional with over 8 years in Accounting, Intuit QuickBooks, and Bookkeeping. I have carefully reviewed your project requirements. To complete the project, I will meticulously enter all outstanding transactions into your QuickBooks file, ensuring proper expense coding and attaching supporting documents. I will conduct monthly reconciliations, manage expenses, make year-end adjusting entries, and prepare and deliver accurate federal and state business tax returns for 2021-2024. Additionally, I will ensure all financial records are up to date and ready for tax preparation. I am well-versed in handling retail businesses on QuickBooks and will efficiently clear the four-year backlog within a realistic timeline. Let's discuss further details in chat. Best regards, Mohmed
$1,110 USD in 7 days
5.8
5.8

Keeping accurate financial records and staying on top of tax obligations can be overwhelming, especially when dealing with multiple years of backlogs. However, with my 5+ years of bookkeeping experience combined with expertise in accounting software like QuickBooks Online and Excel, I am well-equipped to undertake your project. I have worked with numerous retail businesses and tackled situations similar to yours where meticulous attention to detail is crucial. Let me ensure that all your transactions are entered, expenses properly coded, and supporting documents attached – making navigating tax season a breeze. One of my biggest skills is maintaining efficiency without compromising on accuracy - a crucial quality in tackling substantial backlogs like yours. With commendable organizational skills, I will meticulously reconcile every bank and credit-card account to tie back balances to statements for the entire period. Another aspect that sets me apart is my commitment to tailoring my services to meet your unique needs. You need not worry about your privacy or the safety of your financial information because I value your trust and prioritize confidentiality. With me as your collaborative partner, you can expect a smooth, transparent process that ultimately clears your backlog efficiently, and prepare accurate tax returns for 2021-24 period; freeing you up to focus on growing your business. It's time to simplify your financial journey together – reach out, let's get started!
$1,000 USD in 7 days
4.7
4.7

Excel - effectively managing quantitative data is at the core of good bookkeeping. Moreover, your business being QuickBooks-based, my robust command on computations, balance sheet reconciliations, and preparing tax returns in accordance with both federal and state regulations should make me the right fit for this project. Throughout my career, I have led teams through complex and meticulous projects with a focus on precision and timeliness - two integral qualities that come into palpable play in bookkeeping. This experience translates into an assurance that your overdue financial records will not only be brought up to date sharp-ish but also painstakingly accurate. I comprehend the significance of zero unreconciled items in QuickBooks, reports aligning with bank statements, and immaculately structured final tax returns - these will be given great attention as milestones in our pursuit of completion. Lastly but not insignificantly, let me assure you that by opting for me and my team, you will choose apt management of your records within reasonable timelines. The magnitude of your work might daunt but we are equipped with both the expertise and dedication to provide neat results without compromising quality. Above all, client satisfaction is always our highest priority. Should you honor us with this opportunity, I guarantee you a smooth engagement resulting in transformed books ready to stand up to any scrutiny. Now let's bring those numbers back in order!
$750 USD in 1 day
5.6
5.6

I have 10+ years of experience with QuickBooks bookkeeping, retail accounting, bank/credit-card reconciliation, expense management, and year-end adjustments. I can clean up your complete 2021–2024 backlog, reconcile all accounts against statements, identify duplicates/missing items, and prepare accurate tax-ready books and supporting workpapers. I’ve handled similar catch-up bookkeeping projects and understand retail transactions, COGS, inventory, merchant fees, and expense classification. I’m detail-oriented, systematic, and ready to start immediately. I can review your QuickBooks file and documents first, then provide a realistic completion timeline based on the transaction volume.
$750 USD in 3 days
4.4
4.4

Drawing on my extensive experience of more than five years in bookkeeping, I'm your go-to guy for this sizable yet crucial project. As a seasoned professional, I've had comprehensive exposure to QuickBooks Online, among other accounting software, making me adept at quickly navigating complex financial systems and managing large data sets with acute precision. Your burden of mountainous backlogs will be my delightfully challenging motivation, and I commit to delivering a spotless record book. I understand that your retail business requires meticulous attention to detail. I assure you that my expertise is rooted in keeping track of every transaction, no matter how minute, so that nothing slips through the cracks when it comes to reconciliations or tax preparation. Moreover, what sets me apart is not just my competence with numbers but also my dedication toward clients' unique needs. Your business's distinctive requirements will shape the way I undertake this task. So let's join hands and simplify your financial journey together by transforming your convoluted books into organized records that provide effective insights into your business's financial health.
$950 USD in 7 days
3.7
3.7

Drawing from my extensive experience in financial analysis, I am confident that I will be the perfect fit for your project. I understand the complexities and critical importance of accurate bookkeeping in retail businesses, especially for tax purposes, which aligns smoothly with your requirements. My proficiency in QuickBooks, especially in bank and credit-card reconciliations, expense management, and year-end adjusting entries, will ensure that not a single transaction or deductible item gets missed. I bring a deep appreciation for data integrity and will painstakingly work towards a zero-unreconciled items account in your QuickBooks file.
$750 USD in 5 days
3.8
3.8

Hello I can assist you in catching up, reconciling, and accurately organizing your QuickBooks records from 2021–2024, ensuring every transaction is properly categorized and supported. I have strong experience with QuickBooks bookkeeping, reconciliations, expense management, adjusting entries, and preparing clean financial records for tax reporting. I can work systematically through the entire backlog. I’ll reconcile all bank and credit-card accounts, identify duplicates or missing deductions, prepare year-end adjustments, and ensure your books are fully audit-ready with supporting workpapers. Thanks Brian
$1,125 USD in 7 days
3.8
3.8

Hi , ➡️ I read your project description, you want to bring your 2021-2024 retail business books up to date and ensure accurate tax filings? ⏺️ I specialize in comprehensive QuickBooks catch-up and tax preparation for retail businesses. I will handle the full scope of entering outstanding transactions, performing monthly bank and credit card reconciliations, and managing expenses to maximize deductibles. I will ensure your QuickBooks file has zero unreconciled items and deliver precise federal and state tax returns for all four years, providing a smooth engagement to clear your backlog. Regards, Muhammad Sabir
$750 USD in 7 days
3.4
3.4

As a driven professional with four solid years of experience as a CA finalist and a Property Manager, I understand the imperative need for meticulous financial management in businesses. The depth and width of my expertise in financial management and accounting software, especially QuickBooks, directly aligns with your distinct project requirements. Over the years, I have mastered the art of reconciliations, expense management, tax compliance, and complete bookkeeping as outlined here, making me an ideal candidate to tackle your unique project. Beyond my core competencies in your project area, I possess several other skills such as robust knowledge of various accounting software including MYOB and Xero. This would enable me to seamlessly work on your existing QuickBooks file and ensure every outstanding transaction is accurately entered while properly coding expenses and attaching supporting documents where necessary. My track record of delivering meticulous financial records and tax returns while maintaining zero unreconciled items with reports matching bank statements passports me as a trustworthy partner for this assignment. I strive to go beyond just completing this project for you - my goal is to build long-lasting relationships with clients by providing exceptional services that consistently exceed their expectations. Let's embark on this journey together towards giving your business the fully updated and accurate financials it deserves!
$750 USD in 7 days
3.5
3.5

Hello! Your four-year backlog needs accuracy, not shortcuts. I can clean, reconcile, reclassify, and finalize your QuickBooks records for 2021–2024, then prepare the required federal/state tax returns and supporting schedules so everything is ready for filing. Message me with your QuickBooks setup and I’ll outline a clear, milestone-based timeline to get this completed smoothly. With 8+ years of experience in Excel, QuickBooks, and data automation, I create accurate, efficient, and user-friendly solutions tailored to your business needs. Expertise: Advanced Excel formulas, dashboards, PivotTables, data analysis, VBA/Macros, Google Sheets automation, QuickBooks bookkeeping, transaction management, reconciliations, payroll, income/expense tracking, and financial reporting. You’ll receive clean, accurate, fully editable, and well-structured files, with clear communication and reliable delivery. Portfolio: https://www.freelancer.com/u/muhammadj121 Best regards, Junaid
$765 USD in 4 days
3.5
3.5

As an experienced Chartered Accountant with over a decade of expertise in financial reporting and audit assurance, I am confident I can bring your retail business's books back to where they should be. My specialization in maintaining GAAP and IFRS compliance coupled with my proficiency in Intuit QuickBooks make me the ideal fit for this project. Whether it is reconciling bank and credit-card statements, identifying and classifying expenses accurately or preparing year-end adjusting entries, rest assured knowing that every aspect of your books will receive meticulous attention. Additionally, my advanced data analysis skills will help me sift through every transaction with precision to identify any missing deductible items, duplicates, or re-classifications that can optimize your tax returns. Your project aligns perfectly with my core areas of expertise. Having completed similar engagements, I understand the importance of timeliness without sacrificing accuracy. Although the timeline for clearing a four-year backlog depends on the volume of transactions and quality of available documents, you can rely on my commitment to high-quality results and strong client relationships to ensure a smooth experience throughout the journey. Let's get your books up to date in no time!
$1,000 USD in 7 days
2.8
2.8

Hello! I have experience handling multi-year catch-up bookkeeping for retail businesses in QuickBooks, including transaction cleanup, bank and credit-card reconciliation, expense classification, adjusting entries, and tax-preparation support. I will review your 2021–2024 records year by year, enter missing transactions, reconcile every account, clean duplicates, organize supporting documents, and prepare accurate year-end financials. I will also prepare the required federal and state business tax returns and supporting workpapers, with the goal of leaving QuickBooks fully reconciled and each year ready for filing. Timeline: 5 weeks I can start immediately because I am free now. I will follow your requirements carefully, respect your suggestions throughout the engagement, and would be glad to support you long term after the backlog is cleared. Thanks
$750 USD in 35 days
2.9
2.9

Hi, I can take on the four-year QuickBooks catch-up and tax preparation as one structured engagement. I have 20 years of accounting experience, including retail bookkeeping, QBO cleanup, bank and credit-card reconciliations, year-end adjustments, and tax-ready financials. I’ll work through 2021–2024 systematically, reconcile each period to the supporting statements, clean up duplicates and classifications, and prepare the books so the tax returns can be completed accurately. I’d first review the current QBO file, prior returns, and statement volume, then provide a realistic timeline for completing the full backlog. I’m available to start immediately.
$1,000 USD in 7 days
2.6
2.6

As the brains behind FinxisAI, I bring to the table a potent combination of advanced automation, expert financial intelligence and comprehensive knowledge on QuickBooks, tailored to truly reinvent your company's financial operations. Given the complexity of your outstanding bookkeeping and tax preparation needs spanning four years, it's crucial that you work with a seasoned professional who not only understands retail business intricacies but can also efficiently navigate through your QuickBooks' ecosystem. My extensive experience in this field guarantees that I can expertly tackle your task while adhering to best practices and accounting standards. At FinxisAI, we have transformed several CPAs and small-to-medium-sized businesses just like yours, by providing them with instant access to clean, accurate financial insights. Through our smart reconciliation system and advanced artificial intelligence tools, we offer automated bookkeeping solutions that are 60% faster yet 74% more precise. These capabilities will be invaluable as we handle bank and credit-card reconciliations for the entire admittedly huge period. Engaging us will give you more than just updated books; you will have complete real-time visibility into your financial performance.
$800 USD in 7 days
2.9
2.9

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