...live, and QuickBooks Online is running—we just need them to talk to each other. I want every new Squarespace order to pass through the TRUX API and then land in QuickBooks automatically, carrying across the full order record plus the customer’s details. Here’s what the finished workflow should do: • Capture each completed checkout on Squarespace, convert it to the format TRUX expects, and push it in real time to their API. • From TRUX, forward the data to QuickBooks so a matching sales transaction is created and the customer profile is added or updated. • Keep customer names, addresses, emails, and phone numbers in sync between the three systems without duplicates. • Run unattended, log successes and errors, and allo...
...are partially maintained in QuickBooks, but they require review, reconciliation, and adjustment. ⸻ Scope of Work The accountant will review the raw data and prepare the following: • Balance Sheet • Income Statement (Profit & Loss) • Cash Flow Statement • Shareholder Loan Summary (separate tracking per shareholder) • Statement of Equity / Equity Roll-forward • Simple Break-even Analysis (based on current cost structure) • Prepare GST/HST summary and working papers based on reconciled records The work should include proper reconciliation and documentation of adjustments. ⸻ Data Available The following source materials will be provided: • Bank statements / bank feeds • POS (Clover) sales exports • Payroll summaries &bull...
...accurate balances before month-end reporting. I will give you secure access to statements, receipts and my existing general ledger. You’ll enter the missing transactions, match every line item against the source documents, flag any discrepancies and leave clear notes where something looks off. If you spot gaps in source paperwork, let me know so I can supply it quickly. I’m comfortable working in QuickBooks, Xero or FreshBooks—use whichever platform you feel will let you move fastest and keep the audit trail clean. Deliverables • Reconciled accounts through the latest statement date • Updated ledger files returned in native software format and exported to Excel/PDF • Short summary highlighting outstanding issues or items needing my attent...
...organizational and time-management skills • Ability to handle confidential client information • Experience supporting sales teams or client services ⸻ Preferred Qualifications • Background in art, design, or creative industries • Experience working with collectors or high-net-worth clients • Familiarity with email marketing platforms (Mailchimp, Klaviyo, ConvertKit) • Basic bookkeeping knowledge (QuickBooks familiarity a plus) • Experience managing digital art or NFT-related CRM systems (optional) ⸻ Key Competencies • Detail-oriented with strong data accuracy • Professional and client-focused mindset • Self-motivated and proactive • Strong problem-solving skills • Ability to work independently in a remote...
My QuickBooks file needs a thorough spring-clean. I’m looking for someone who can dive straight into data entry and reconciliation, sort out the historical mess, and leave every transaction correctly categorized. I have around 500 transactions from 2024 that need to be cleaned up. Here’s what I need you to tackle: • Bring the books up to date, correcting any coding errors you uncover along the way. • Reconcile two bank accounts and multiple credit-card accounts so the registers match the statements to the penny. • Create clear, consistent rules for future transaction categorization so nothing slips into “uncategorized expense” again. The deliverable is a pristine QuickBooks file (desktop or Online—let me know which vers...
Key Responsibilities • Analyze existing accounting software such as Sage, QuickBooks, Zoho Books, and Xero. • Suggest innovative features and improvements for a modern accounting platform. • Design functional workflows for core accounting modules. • Prepare functional specifications and documentation for development teams. • Recommend automation and AI-based capabilities to improve efficiency. • Ensure compliance with standard accounting principles and reporting practices. Core Modules Knowledge and Experience Expected • R3 • Business Objects • WPS • General Ledger • Accounts Payable • Accounts Receivable • Inventory Management • Payroll Management • Tax / VAT / GST Management • Financial Reporting &bull...
Somos una empresa integradora...gubernamentales Actualmente utilizamos Microsoft Dynamics 365 CRM (Customer Engagement) junto con QuickBooks Enterprise Desktop. El CRM fue configurado originalmente como un sistema de gestión de casos internos, pero queremos transformarlo en un sistema completo de gestión comercial y automatización de procesos de ventas y cotización. Buscamos un consultor senior en Dynamics 365 CRM que nos ayude a rediseñar la arquitectura del CRM y optimizar nuestros procesos comerciales. 1. Pipeline de ventas 2. Proceso de solicitud de cotización (RFQ) 3. Módulo de compras 4. Módulo de licitaciones 5. Automatización de renovaciones 6. Dashboards 7. Integración con: Microsoft Outlook Microsoft Te...
I need both my business checking and savings accounts reconciled in QuickBooks Online. Each ledger holds about 130 transactions spanning the last eight months. I’ll upload the digital statements immediately; they are the only supporting documents available. The purpose is to produce clean, tax-ready books. I’m not sure whether earlier periods contain lingering discrepancies, so please flag anything you uncover while you work. Deliverables • Reconciled balances for every month on both accounts • QuickBooks reconciliation reports saved to PDF • Brief summary of any outstanding or unusual items Everything must be completed and back to me by this Thursday, 5 PM Eastern. If you’re confident with QuickBooks bank feeds, manual matchin...
...operate a Delaware-registered corporation and need a qualified tax professional to handle this year’s annual return from start to finish. This engagement is limited to the preparation and filing of our federal Form 1120 and the corresponding Delaware state obligations; quarterly estimates and broader tax planning are not part of the scope. You’ll work from my finalized, accrual-basis books in QuickBooks Online and the prior-year return, draft all required schedules, and e-file with both the IRS and the Delaware Division of Corporations. Before submission I’ll review a complete draft; after approval, you’ll transmit the return and provide stamped acknowledgments along with a brief summary of any carry-forwards or key positions taken. Deliverables: • ...
...sitting between Stripe and QuickBooks, but right now every item lands in QuickBooks under the generic “Stripe Sales” product. I need your help configuring Acodei so that each Stripe product category is pushed into QuickBooks as its own product (or matched to the correct one) on a daily schedule. Scope of work • Configure Acodei’s mappings so only product-category data is synced—transactions or customer records are out of scope. • Set the sync frequency to run automatically once every 24 hours. • Clean up the existing data: re-assign any items that were dumped into the “Stripe Sales” bucket to their proper categories so historical reporting is accurate. • Verify the end-to-end flow with a test sal...
...send me a concise end-of-day summary of dials, connects, and outcomes. Acceptance criteria 1. Minimum 80 dials per day with clear CRM notes. 2. Conversion target: at least 5 qualified appointments or 2 signed clients per week (can be adjusted after the first sprint based on live metrics). 3. Zero compliance issues—respect local Do-Not-Call lists and privacy laws. Familiarity with Xero, QuickBooks Online, or similar cloud-accounting platforms is a plus, as it helps you speak confidently about our workflow and integrations. If you thrive on consultative selling and enjoy helping small businesses gain financial clarity, let’s start this campaign right away....
I need my QuickBooks brought fully up to date by matching every bank and credit-card transaction against the corresponding statements. You’ll have direct access to the company file plus PDF statements; once finished, the registers should show a clean, zero-difference reconciliation for each account. Please be comfortable working with both bank and credit-card feeds, resolving any duplicates or coding errors, and documenting any discrepancies you find so I can follow the audit trail later. QuickBooks rules, journal entries, and class tracking are already in place—just make sure they remain intact while you work. Deliverables expected: • All bank and credit-card accounts reconciled to the latest statement dates • Reconciliation reports exported to PDF ...
I need assistance migrating from QuickBooks 2018 to the current version for my small business. Requirements: - Migrate the following data: - Invoices - Record billings - Checkbook - Set up the new version after data migration. Ideal Skills and Experience: - Expertise in QuickBooks, particularly migration from older versions - Experience with data integrity and accuracy - Familiarity with setup and configuration of the latest QuickBooks version - Attention to detail and reliability
I’m brand-new to QuickBooks Online and want to fast-track my confidence with it through focused, one-on-one guidance. The first goals are straightforward: create and send professional invoices, keep expenses organised, and pull the key financial reports I need for monthly reviews. Please walk me through the platform live—screen-sharing over Zoom, Google Meet or a similar tool—so I can ask questions in real time and practise as we go. Short, practical homework between sessions is welcome if it helps the lessons stick. By the end of our work together I should comfortably: • Draft and customise invoices, then track payments inside QBO • Record expenses accurately (including bank feed rules and receipt uploads) • Generate essential reports&md...
I’m already comfortable with day-to-day bookkeeping tasks, but I want to master QuickBooks Online at an advanced level. My main goal is to learn the deeper features that power users rely on—custom reporting, automation tricks, and high-level workflow optimizations. Please structure the sessions so I can follow along in my own live QBO file and immediately apply what we cover. I’m happy to schedule blocks of time or break the training into shorter, focused modules; whatever you feel works best for absorbing advanced material. By the end, I should confidently navigate every corner of QuickBooks Online, build and customize complex reports, and troubleshoot issues without outside help. Remote screen-sharing is fine, and providing takeaway reference notes o...
I’m a sole-proprietor who keeps day-to-day records in QuickBooks, but I need an experienced bookkeeper to turn that data into an accurate, compliant tax return. Your job is to review and reconcile my QuickBooks file, flag any inconsistencies, and then prepare the full set of schedules and forms required for annual filing. The file is current through the year; bank and credit-card feeds are connected, yet some transactions still need proper categorisation and matching. Once everything balances, I’ll rely on you to generate the final tax package, along with a brief summary of deductible items you’ve optimised so I understand the numbers before submission. Deliverables: • Reconciled QuickBooks file through year-end • Completed tax return (s...
...compliance. Flag any issues, risks, or corrections needed. Advise on tax obligations, deadlines, and any relevant filings. Offer recommendations for improving efficiency as the business grows. Requirements Qualified accountant with proven experience in Ireland. Strong understanding of Revenue requirements for sole traders / small companies. Familiarity with cloud accounting tools (e.g., Xero, QuickBooks, Sage, Surf Accounts) is a plus. Ability to communicate clearly and provide practical, actionable advice. Comfortable working with founders who handle their own bookkeeping. Deliverables One‑off initial review and setup guidance. Quarterly review reports with corrections, recommendations, and compliance checks. Ongoing availability for occasional questions or clarificat...
I have an Excel sheet that contains Customer Payment information, and I’m using Pabbly Connect to push that data into QuickBooks. I need a specialist who can jump into Pabbly with me and create the exact field-to-field mapping so every payment record lands in QuickBooks accurately. You’ll review the current Excel column structure, identify the corresponding QuickBooks payment fields, and configure the workflow in Pabbly Connect. Once the mapping is in place, I’d like a quick test run to confirm that a sample payment posts to the correct customer account in QuickBooks without errors. A brief hand-off showing me where to adjust the mapping in the future would be appreciated as well.
I have a batch of raw vertical footage that needs to be...stabilise where needed so every frame looks crisp on mobile. • Export in 1080 × 1920 (vertical) and deliver ready-to-post MP4 files, plus any working files (Premiere Pro or Final Cut preferred) for future tweaks. I’ll supply: • The raw footage (multiple B-roll angles and talking-head segments). • A brief outline of the key moments and the core inspirational message. I appreciate editors who can intuit rhythm and energy, experiment confidently with speed ramps or glitch effects, and keep branding subtle but consistent. If you have previous work that matches this fast-cut, high-motivation style, link it so I can gauge fit quickly. Looking forward to seeing how you can turn raw clips into scroll...
...double entry, the application must integrate seamlessly with my existing accounting software (QuickBooks Desktop; I can provide SDK details). No other external systems are in play right now, so the integration can stay focused and lean. Key deliverables • Desktop or web-based app that records incoming and outgoing stock for finished goods. • Two-way sync with QuickBooks: item catalogue, quantities, and basic valuation data. • Simple dashboard showing current on-hand, low-stock alerts, and transaction history. • Import/export via CSV for legacy data. • Clear user documentation and a brief hand-off session. Acceptance criteria 1. All stock movements entered in the inventory system appear in QuickBooks within five minutes. 2. Discre...
...work • Capture and post each sale, purchase, payment, receipt, and adjustment on the same day it occurs. • Apply the correct chart-of-accounts codes, taxes, and supporting notes so entries remain audit-ready. • Flag any discrepancies or missing documents to me promptly instead of letting them roll into month-end. While Tally Prime is my primary platform, I know some professionals prefer QuickBooks, Xero, or FreshBooks. If you have a strong reason to use one of those, let me know—accuracy and timeliness are more important than the tool, and I can export data if needed. Deliverable An up-to-date Tally Prime (or agreed-upon alternative) company file with each day’s transactions posted and balanced, plus a brief weekly summary highlighting cash fl...
...accounts to jump in, tidy up my PayPal feed and make sure every sale lands where it belongs. At the moment sales receipts are being pushed into the wrong bank account (cash & cash equivalents) as no bank account seems to be set up right,the PayPal connection is linked incorrectly has well currently showing negative balance. Here’s the scope: • Re-link PayPal to the correct clearing account in QuickBooks Online. • Move any sales transactions that are currently sitting in the wrong bank account back to their rightful place. • Confirm that future PayPal sales and other sales, refunds and fees flow to the right accounts and reconcile cleanly. - suggest best way to record Shopify payments and fees. This is a quick 1–2 hour task for someone who ha...
My business accounting needs have outgrown spread...supporting workpapers ready for my local authorities. I already have bank feeds and invoices organised; you’ll take ownership of the books, maintain them weekly, and deliver a short narrative analysis each month alongside the standard reports. Experience is the single most important credential here—please share similar engagements you have handled, any cloud tools you are comfortable with (QuickBooks Online, Xero, Zoho Books, etc.), and how you normally structure your workflow to stay ahead of deadlines. Final deliverables are up-to-date ledgers, monthly analytical summaries, and ready-to-submit tax packages. If your approach clicks with my expectations, there’s room to extend the collaboration into adjacent...
I maintain my accounts in a customised Microsoft Excel workbook and now want that process handled for me each month. All raw data—bank statements, invoices, receipts, and payroll summaries—will be supplied on the first business day. Your task is to enter and categorise every transaction, recon...please keep my current column structure, formulas, and colour-coding intact while flagging any discrepancies or missing documentation in a separate tab. Once the month is closed I need a clean copy of the updated workbook plus a brief highlights note (key variances, unusual items, and anything that might affect cash flow next period). If you are comfortable working exclusively in Excel—no QuickBooks or Xero—let’s talk so we can walk through the template and a...
My business accounting needs have outgrown spread...supporting workpapers ready for my local authorities. I already have bank feeds and invoices organised; you’ll take ownership of the books, maintain them weekly, and deliver a short narrative analysis each month alongside the standard reports. Experience is the single most important credential here—please share similar engagements you have handled, any cloud tools you are comfortable with (QuickBooks Online, Xero, Zoho Books, etc.), and how you normally structure your workflow to stay ahead of deadlines. Final deliverables are up-to-date ledgers, monthly analytical summaries, and ready-to-submit tax packages. If your approach clicks with my expectations, there’s room to extend the collaboration into adjacent...
...Canada and the United States. The scope covers the full tax preparation cycle—filing the returns, maximising every legitimate deduction and credit, and confirming all compliance and reporting requirements at the federal and provincial/state levels. I will supply organised PDFs and Excel sheets with income, expense, and payroll data. You will work in recognised software such as ProFile, TaxCycle, Intuit ProConnect, or a comparable CRA/IRS-approved platform and provide the finished files ready for electronic submission. Please note in your proposal which program you use and confirm you hold the necessary EFILE/IRS PTIN credentials. Deliverables • Completed Canadian and U.S. business tax returns in software or fillable-PDF format, ready to e-file • A concis...
...Canada and the United States. The scope covers the full tax preparation cycle—filing the returns, maximising every legitimate deduction and credit, and confirming all compliance and reporting requirements at the federal and provincial/state levels. I will supply organised PDFs and Excel sheets with income, expense, and payroll data. You will work in recognised software such as ProFile, TaxCycle, Intuit ProConnect, or a comparable CRA/IRS-approved platform and provide the finished files ready for electronic submission. Please note in your proposal which program you use and confirm you hold the necessary EFILE/IRS PTIN credentials. Deliverables • Completed Canadian and U.S. business tax returns in software or fillable-PDF format, ready to e-file • A concis...
I’m looking for a U.S.–licensed CPA who can carry out our very first independent audit so we can submit a clean, defensible IRS filing for the 2025 cycle. We are a 501(c)(3) and have every ledger, bank statem...and policy file neatly organized and ready for review. Scope of work • Examine and provide an opinion on our financial statements for the fiscal year just ended. • Verify that all activity complies with applicable federal and state tax laws governing charitable organizations. Because this is our inaugural audit, clear guidance along the way is important. I’ll give you direct access to QuickBooks, supporting schedules, and cloud folders the moment we agree on the engagement letter. Deliverables COmplete Audit Report of 2025 with Illino...
I need my UK personal and business tax returns prepared and submitted no later than 12 March. I do not yet have every document in order, so part of the job is guiding me on what is miss...Completed personal income tax return, ready for submission • Completed corporate/business tax return with all schedules • A concise checklist of the documents you used and any still outstanding • A short memo highlighting allowable deductions and recommendations for next year Solid knowledge of UK and bonus if knows Egyptian tax law and familiarity with common accounting tools (Excel, QuickBooks, Xero or similar) will help you hit the ground running. If we mesh well on this deadline-driven task, expect regular follow-up projects across bookkeeping, financial reporting and on...
...already lives inside QuickBooks Online. Here’s what I need you to own: • Accurate monthly financial statements, P&L, balance sheet, and cash-flow, delivered by the 5th business day. • End-to-end payroll processing for drivers and office staff (bi-weekly). • Day-to-day management of accounts payable and receivable so vendor bills, client invoices, and driver settlements stay current. You’ll receive secure, view-only feeds from our bank, credit cards, and delivery platforms, plus any historical files you need to get fully caught up. A short variance summary or set of notes each month will help me spot trends quickly. If you’ve handled multi-state businesses before, especially transportation or logistics, please highlight that expe...
I need a reliable virtual accountant who can bring our FY25 books to a clean close and then stay on to handle day-to-day accounting for a product-based business that sells online and through a small retail outlet. Annual revenue is less than 20L Where we are now • All transactions are sitting in Excel spreadsheets. Nothing is yet in QuickBooks, Xero, Sage, or any other dedicated package. • Sales flow in from Shopify and our POS system; payouts hit multiple bank accounts and payment gateways. • Inventory is tracked in a separate sheet and must reconcile to COGS. Immediate mission – FY25 year-end 1. Build a complete Balance Sheet and P&L. 2. Confirm Gross Profit and Net Profit figures. 3. Prepare a Cash Flow Statement, Accounts Receivable Aging, ...
We need someone who knows QuickBooks Online, and I need an experienced hand to keep everything running smoothly. The first priority is a clean, well-structured chart of accounts tailored to my operation; once the foundation is solid, you’ll take over the ongoing monthly bookkeeping—categorizing transactions, reconciling bank and credit-card feeds, and generating clear P&L and balance-sheet reports. From time to time errors pop up in QBO (sync hiccups, reconciliation issues, unexpected balance discrepancies). When they do, I’d like you to jump in, diagnose the root cause and correct it so my books stay accurate. I’m not planning to connect any third-party apps right now, so the focus is entirely on native QuickBooks Online functions. Acceptance c...
QuickBooks Pro 2012 keeps throwing the message “The action cannot be completed because the other program is busy.” It happens constantly, no matter what I’m doing in the file, and the source of the clash is still an unknown program. So far I have only run the usual basics—restarted the PC, disabled startup items, repaired QuickBooks, and made sure Windows and .NET are current—but the pop-up still blocks normal work. I need you to pinpoint whatever background process or integration is tying up QuickBooks and remove or re-configure it so the software opens, saves, and closes without interruption. A clean, step-by-step summary of what you changed (registry edits, service tweaks, QuickBooks settings, etc.) is part of the hand-off s...
Key Deliverables • Timely invoice generation and distribution using QuickBooks, Xero, or similar cloud accounting tools • Accounts receivable monitoring with proactive follow-ups on overdue payments • Accurate payment reconciliation and bookkeeping updates to maintain clean financial records • Detailed documentation of billing activities to support smooth month-end closing • Professional inbound phone support, responding to customer inquiries and resolving billing questions • Call logging and CRM updates to ensure full team visibility and context • Escalation of complex issues to management only when necessary • Weekly billing and receivables reports using Microsoft Excel / Office tools Action Plan Review current billing workflows, invoicing...
Project Title : Specialist for Finance, Accounting, and Taxation Project Description: I am looking for a detail-oriented professional to handle the financial, accounting, and tax requirements for my busi...Sheet, P&L, and Cash Flow). Finance: Manage accounts payable/receivable and provide monthly financial analysis. Taxation: Calculate and file monthly/annual tax returns (including VAT and Corporate Income Tax) ensuring compliance with local laws. Audit Support: Ensure all financial records are audit-ready. Qualifications: Proven experience in Finance and Accounting (mention specific software like QuickBooks, Xero, or Accurate if you use them). Strong knowledge of local tax regulations. Ability to work independently and meet strict deadlines. Excellent communication skills and h...
...work, so you won’t be distracted by general bookkeeping or admin tasks; I want your experience aimed squarely at preparing accurate, timely returns and accompanying schedules. Here’s what I need from you: • Gather, verify, and organise client source documents (W-2s, 1099s, invoices, prior-year returns, etc.). • Prepare complete federal and state returns in the appropriate software (e.g., QuickBooks, TurboTax, Drake, or another platform you already trust). • Flag any missing information, deductions, or compliance issues early so I can resolve them with the client before filing. • Provide a concise summary sheet for each return that highlights key figures, assumptions, and any recommendations for next year. • Keep everything secure an...
...eligibility. Our platform currently supports: Client & admin dashboards Secure document upload AWS S3 private storage Email automation via AWS SES AI document analysis using AWS Bedrock We now want to build a QuickBooks Online App Integration so business clients can connect their QuickBooks account and allow our platform to automatically analyze their financial data. The developer must have experience building QuickBooks apps using the Intuit Developer Platform, not just generic API integrations. Key Objective Develop a QuickBooks Online App that allows users to: Connect their QuickBooks account Authorize access via OAuth Extract financial data Send data securely to our Laravel backend Generate financial metrics used to determ...
I am looking for a licensed US Tax Professional (CPA or Enrolled Agent) to prepare and file the 2025/2026 tax returns for my US-based C-Corporation. Scope of Work: - Federal F...Handle the final submission to the IRS and state authorities. Requirements: - Must hold an active CPA license or be an Enrolled Agent (EA). - Must have a valid PTIN (Preparer Tax Identification Number). - Proven experience with C-Corp double taxation rules and Schedule M-1/M-2 reconciliations. - High attention to detail and clear communication in English. Documents Ready: I have my bookkeeping (QuickBooks/Excel) ready with a full Trial Balance, P&L, and Balance Sheet. Note to Bidders: Please mention your credentials (CPA/EA) in the first line of your bid and provide a brief summary of your experience...
...input across the extension and desktop using an on-device speech-to-text pipeline and a wake word • Intelligent document handling — index uploaded files into the recall system and allow users to query them via the AI assistant • 18 plugin integrations: Gmail, Outlook, Google Calendar, Outlook Calendar, WhatsApp Business, Google Drive, OneDrive, Google Docs/Sheets, Notion, Slack, Xero, QuickBooks, Salesforce (read), HubSpot (read), and custom webhook • An admin console for the product owner: cost monitoring, kill switches, pricing overrides, and promo codes • A demo organisation system for running prospect demonstrations • A partner sub-console for reseller partners to manage their clients and run demos Technology Stack The stack...
...Latin-American client base. Your core focus will be split between two areas: • Operations: coordinate remote team schedules, refine internal workflows, track task completion in our project management tool, and flag bottlenecks early so I can make quick decisions. • Bookkeeping: record and reconcile transactions, prepare simple monthly reports, and keep all documentation audit-ready. We currently use QuickBooks Online, but I’m open to migrating if you can demonstrate a more efficient setup. All communication—internal notes, client emails, meeting summaries—must be drafted in clear, professional Spanish. English fluency is a plus for occasional supplier interactions, yet Spanish remains the primary working language. When you apply, please attach or ...
...and once launched will need a professional team to take over the codebase, keep it healthy, and push out new functionality. After a short familiarization period to address any issues/cleanup, the new features of the app will include: 1. “Events Happening Near Me” map searches 2. Ad support for free users (likely AdMob) 3. Converting our PDF invoices into clean CSV files compatible with QuickBooks and similar accounting tools 4. ROI / spending-category reporting inside the app 5. Stripe and ACH payment flows 6. Syncing of external events straight into the in-app calendar Expectations: -Clear and Professional Communication -Clear milestone reporting -Experience in Flutter, Github, Firebase, Stripe SDKs, and modern map APIs, -App and Domain/website main...
My QuickBooks Online file is out of balance: recent bank reconciliations refuse to clear, and several accounts in the Chart of Accounts are showing inaccurate balances. I need a QBO expert to dive in through accountant access, pinpoint the source of the reconciliation errors, and correct the underlying balance issues. Here’s the outcome I’m after: • All outstanding bank and credit-card reconciliations brought to a zero difference. • Chart of Accounts balances corrected so they match source documents. • A short recap (written or quick Loom video) that lists what you adjusted and any preventative steps I should follow. The company is on QuickBooks Online Plus; bank statements, CSV exports, and supporting documents are ready to share. Accuracy, ...
I keep my company’s payroll in a handwritten ledger and a couple of simple spreadsheets. I’d like a detail-oriented bookkeeper who is completely comfortable working without QuickBooks, Xero, or any other accounting software. Your job is to bring my payroll records up to date, make sure every entry balances, and create a clear paper-trail I can hand to my accountant at year-end. Here’s what I need from you: • Transcribe time-sheet data into the existing ledger • Calculate gross pay, deductions, and net pay for each pay period • Reconcile totals against bank statements and flag any discrepancies • Produce a concise summary report after each payroll run (PDF or Excel is fine) Accuracy is critical, so I’ll review the first completed p...
...service I’m after right now; tax prep and broader financial analysis are handled elsewhere. The volume is moderate—usually 50–100 line items per day spread across two bank accounts, one credit-card feed, and a handful of payment processors. I’ll upload invoices, receipts, and bank statements to a shared cloud folder and grant you direct access to the accounting file. If you already specialise in QuickBooks, Xero, or FreshBooks that’s perfect; I’m flexible and can migrate the data to whichever platform you like as long as daily posting and reconciliation are seamless. Deliverables (checked at the end of each business day): • All new transactions accurately coded to the chart of accounts • Bank and card balances fully reconciled wit...
...service I’m after right now; tax prep and broader financial analysis are handled elsewhere. The volume is moderate—usually 50–100 line items per day spread across two bank accounts, one credit-card feed, and a handful of payment processors. I’ll upload invoices, receipts, and bank statements to a shared cloud folder and grant you direct access to the accounting file. If you already specialise in QuickBooks, Xero, or FreshBooks that’s perfect; I’m flexible and can migrate the data to whichever platform you like as long as daily posting and reconciliation are seamless. Deliverables (checked at the end of each business day): • All new transactions accurately coded to the chart of accounts • Bank and card balances fully reconciled wit...
...you can work remotely without delays. Here is what I expect: • Enter and categorize every transaction promptly. • Reconcile each bank and e-wallet statement so balances match the real cash position. • Generate basic monthly reports inside ACCURATE (profit & loss, balance sheet, cash-flow snapshot) so I can review performance at a glance. If you also happen to be comfortable with Excel, QuickBooks, or Xero, that flexibility could help for ad-hoc data imports, yet your primary workspace will still be ACCURATE. Data accuracy and clear communication are critical; I do a weekly check-in, and any discrepancies should be flagged immediately. Let me know your estimated turnaround time per month’s workload and any questions you have about our chart of acc...
Saya mencari seorang profesional yang dapat menangani pembu...setiap bulan. Fokus utama adalah: • Menyusun laporan pendapatan & pengeluaran • Memperbarui catatan piutang & hutang • Menyajikan laporan arus kas yang jelas dan mudah dipahami Data transaksi akan saya kirimkan setiap akhir periode; Anda lalu merapikan, merekonsiliasi, dan mengubahnya menjadi tiga laporan bulanan di atas. Silakan gunakan perangkat lunak akuntansi yang Anda kuasai—Excel, QuickBooks, atau alternatif setara—selama hasil akhirnya rapi dan siap saya tinjau. Ketepatan, kerahasiaan, dan konsistensi waktu penyerahan sangat penting. Lampirkan contoh laporan serupa yang pernah Anda kerjakan agar saya bisa menilai gaya penyajian Anda. Dengan begitu, kita dapat segera mem...
...Enrolled Agent who can keep every jurisdiction happy while making sure we claim every legal advantage available to the hospitality industry. Here’s what I’m counting on you to handle: • State and local corporate income (and franchise, if triggered) tax returns for every jurisdiction where we have filing responsibility, prepared and e-filed on schedule. • Ongoing full-charge bookkeeping in QuickBooks Online, posted at least monthly and reconciled to bank/credit-card feeds, so the trial balance is always audit-ready. • Forward-looking financial planning each quarter: projected tax liability, cash-flow scenarios, and dividend vs. salary guidance for the shareholder-employees. • A systematic review of all properties to capture deductible it...
I am seeking a licensed CPA to prepare and e-file my current-year tax returns. This includes: Form 1040 (personal) Form 1120-S and related schedules for my S-corporation The business return is straightforward: it is a simple 1120-S prepared from a fully reconciled QuickBooks file. All bookkeeping is complete and accounts are reconciled. The CPA can generate the P&L and balance sheet directly from QuickBooks. This is not a cleanup, reconstruction, or advisory engagement. For my personal return, I will provide W-2s and all other supporting tax documents in PDF format, along with last year’s returns for reference. There is also a Maryland Form 1 Annual Report and Business Personal Property Return. This filing is very simple, with minimal property, and is routine. ...
