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...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...
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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...
...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...
...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. ...
...Produce monthly management reports—P&L, balance sheet, cash-flow snapshot—no later than five working days after month-end. • Prepare and file quarterly VAT returns in line with UK retail rules (including partial exemption if relevant). • Liaise with me via email or a brief call to resolve discrepancies within 48 hours of discovery. Preferred tools We currently use Xero but are open to QuickBooks Online or Sage if you are demonstrably faster and more efficient on those platforms. Acceptance criteria A month is considered complete when the trial balance ties to all bank statements, control accounts are fully reconciled, and the agreed-upon management pack is delivered on time. Please outline: – Your UK retail bookkeeping experience (years, t...
Project: Cash flow help has a financial analyst excel spreadsheets program that uses financial data to review the current business situation and then do “what if” analyst to improve business cash flow using the six cash drivers. The project is dissected into 3 stages to develop a web app, upload/synch the business financial data via API with accounting software program XERO, MYOB & Intuit. The final stage is to make the App mobile friendly. STAGE 1. PREPARE THE WEB APP Ideation stage 1. Source an idea – to use the excel spreadsheet as a source for calculations and data input to prepare a website app to used by business and accountants. The App will be a subscription model with the ability to change levels of subscription. 2. Market research – The web app ...
...• Bookkeeping – record and reconcile transactions in QuickBooks and maintain supporting spreadsheets in Excel. • Schedule management – keep my Google Calendar organised, flag clashes early, and send gentle reminders when deadlines approach. • Financial reporting – turn the numbers into clear daily snapshots so I always know cash position, payables, and receivables without waiting for month-end. You’ll have direct access to Excel, QuickBooks, and Google Calendar, so familiarity with all three is essential. Accuracy, discretion, and same-day turn-around are what matter most to me; if I check the files tomorrow morning, I want everything up to date and error-free. Deliverables I expect each day: 1. Reconciled ledger in Qui...
...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...
...books messy? Reports unclear? Numbers not making sense?I help business owners gain complete financial clarity, keep their books accurate, compliant, and up-to-date, and turn numbers into actionable financial insights.I am a Professional Accountant and Bookkeeper, QuickBooks & Xero Certified ProAdvisor and Excel expert with 7+ years of hands-on experience serving clients across the USA, UK, Australia, UAE, and you hire me, I treat your business like my own.⭐ Accounting & Bookkeeping Services ⭐✅ Bookkeeping (QuickBooks Online and Xero)✅ Bank, Credit Card & PayPal/Stripe Reconciliations✅ Accounts Receivable & Payable Management✅ Cleanup & Catch-up Bookkeeping✅ Year-End Adjustments & Financial Closing✅ Financial Statements (P&L, Balance Sheet, Cash...
- QuickBooks online Account setup - Chart of account setup and optimization for construction company - Catch-up and complete all past due work - Complete bookkeeping & Reconciliation - Financial Reports Preparation
QuickBooks Enterprise 2024 Setup Help Needed I recently switched to QuickBooks Enterprise 2024 and am looking for a specialist to help configure the following: Basic small business account setup Invoice template setup Inventory setup Specifically, I need assistance with: Setting up inventory for 5 items Creating barcodes for the items Setting up inventory store locations Looking for someone experienced with QuickBooks Enterprise who can complete this efficiently. Please share your experience and estimated cost. Need this asap quickbook is already installed and working with no issue Most basic information is already setup Thanks
...Produce monthly management reports—P&L, balance sheet, cash-flow snapshot—no later than five working days after month-end. • Prepare and file quarterly VAT returns in line with UK retail rules (including partial exemption if relevant). • Liaise with me via email or a brief call to resolve discrepancies within 48 hours of discovery. Preferred tools We currently use Xero but are open to QuickBooks Online or Sage if you are demonstrably faster and more efficient on those platforms. Acceptance criteria A month is considered complete when the trial balance ties to all bank statements, control accounts are fully reconciled, and the agreed-upon management pack is delivered on time. Please outline: – Your UK retail bookkeeping experience (years, t...
I need an experienced accountant or bookkeeper who has successfully moved data from Sage 50 (Canada desktop) into QuickBooks Online and can give my client a clean fresh start for January 1, 2026. Scope of work • Design a streamlined Chart of Accounts in QBO, eliminating the clutter that has built up in Sage. • Enter opening balances dated 01-Jan-2026 so that every balance-sheet account ties back perfectly to Sage. • Import Accounts Receivable, Accounts Payable, and Inventory subledgers at the individual-invoice level; all outstanding items must reconcile to the opening balances you load. • Bring in exactly two years of historical activity (Jan 2024-Dec 2025). This history only needs to appear as one summary journal per month, yet totals must reconcile ...
I need a seasoned accountant who wor...statements, and reconciliation back to our books. • A concise, actionable retirement-planning brief (e.g., 401(k), SEP-IRA, Solo 401(k) comparisons) showing contribution limits, projected tax savings, and implementation steps. • Timely responses to any follow-up questions from the IRS or state authorities, should they arise. You’ll be working from clean, cloud-based bookkeeping records (QuickBooks Online) and I’m happy to grant view-only access the moment we start. Proficiency with IRS e-file, state portals, and common tax research tools is essential. A current PTIN—and ideally a CPA or EA credential—will set you apart. If you’ve steered other small businesses through tax season while optimizing ret...
I run a California-based partnership and need a licensed CPA to take our books through full tax preparation and filing. The engagement covers both federal and California returns, along with any schedules or K-1s required for our partners. You would work directly from our QuickBooks files, prior-year returns, and organized source documents. I expect timely advice on deductible expenses, state-specific compliance, and electronic filing confirmation once everything is accepted by the IRS and the FTB. Deliverables: • Completed and filed federal Form 1065 with all accompanying schedules • California Form 565 and any other state forms that apply • Individual K-1s for each partner • A brief summary letter highlighting key positions taken and items to watch...
I run a growing SaaS c...expect from you: • Day-to-day posting of income and expenses, with all bank and credit-card accounts fully reconciled. • Timely handling of invoices and vendor bills so cash flow stays predictable. • Payroll entries recorded correctly, including taxes and benefits. • Month-end financial statements delivered in a format I can review at a glance. I’m flexible on software—if you’re comfortable in QuickBooks, Xero, or FreshBooks, that works for me. Suggest the platform you’re fastest with, and we’ll spin up secure access. Success on this project means the books tie out to the last cent, key reports are waiting for me at month-end, and any questions from my CPA can be answered with a single click. If that sounds...
I run an accounting practice that lives entirely inside QuickBooks Online and need a top-tier specialist who can keep several client files flawless every single day. Your core work will be daily bookkeeping, producing clear management reports, and overseeing each client account from user access to chart-of-accounts maintenance. You’ll be posting invoices, bills, payroll journals, classifying bank-feed transactions, reconciling every balance, and custom-building the P&L and other management reports managers rely on for quick decisions. Because I share numbers with owners in real time, I expect same-day data entry and end-of-day reconciliations. Mastery of QuickBooks Online Accountant, bank-rule automations, receipt-capture tools, and custom report settings is essent...
Transactions land in QuickBooks Online every single day and I need them classified, matched, and reconciled. Once entries are current, you will also prepare timely management reports—profit & loss, balance sheet. Scope of work • Daily: post and categorize all bank-feed items, attach supporting documents, and keep every account in balance • Month-end: close the books and deliver a clean set of financial statements that tie back to reconciled accounts. No payroll processing is required; another service already handles that function. Solid experience within QuickBooks Online is essential, and skill with Excel. Deliver the first month’s close smoothly and on time and we will roll straight into an ongoing engagement.
...Accounting Standards. Once the chart and balances are confirmed, I will rely on you to carry the numbers through to a full set of financial statements, the Director’s Statement and the XBRL file that ACRA now requires. Because the records are simple and transactions minimal, I expect the work to be light on data entry and heavy on getting the statutory presentation exactly right. I am not tied to QuickBooks, Xero, MYOB or any other bookkeeping platform—what matters is that the final deliverables satisfy ACRA’s XBRL template and meet IRAS annual filing rules. Deliverables I will sign off on: • Adjusted trial balance with supporting journal entries • Complete financial statements and notes in accordance with Singapore Accounting Standards • Di...
I run a small business that records every transaction in QuickBooks through an external bookkeeping service; what I lack is a US-licensed accountant who can formally affiliate with us and keep an expert eye on compliance. The engagement is long-term and centers on three core advisory lanes—tax preparation, financial reporting, and occasional audit support—so that everything filed or presented is already vetted against current U.S. standards (GAAP, IRS regulations, state rules, etc.). I do not need day-to-day data entry; instead, I need strategic oversight, periodic file reviews, and clear recommendations I can relay to my third-party bookkeepers. Key expectations • Verify the accuracy of my QuickBooks file at agreed checkpoints (monthly or quarterly)....
...credit card statements, bank statements, and piles of scanned receipts migrated into QuickBooks Online, fully mapped to the correct chart-of-accounts and tax codes. Once everything is in, each transaction has to be double-checked, matched, and reconciled so the books line up perfectly with the actual bank and card balances. Because we file in Canada, every entry must respect CRA rules—GST/HST split-outs, deductible vs. non-deductible items, and any other quirks that pop up. After the clean-up I’d like a short commentary on anything unusual you spot (duplicate charges, missing invoices, potential write-offs) so I can address them before year-end. Deliverables • Import of all statement and receipt data into QuickBooks Online • Accurate categorization ...
I’m looking for a detail-oriented bookkeeper to tidy up my small-business accounts in QuickBooks. Your main focus will be getting the core numbers right—no fancy extras, just clean, accurate data I can rely on. Here’s what I need: • Enter and categorize recent transactions from bank and credit-card feeds • Reconcile each account so balances match my statements • Generate a basic Profit & Loss and Balance Sheet for the most recent period • Flag any obvious discrepancies or missing documents so I can provide them quickly All work must be completed directly in my cloud QuickBooks file (I’ll provide secure access). I keep things straightforward—if the books balance and the reports look right, the job is done. I value...
Good day, I’m looking for a registered accoun...financial statements, including independent reviews where required, for my clients. Iam a husiness consultant. The work includes full AFS preparation in line with the Companies Act and IFRS for SMEs. All source data (bank statements and sometimes, prepared reports such as trial balance, general ledger, P&L) will be provided digitally. You may work on your preferred platform (Pastel, Sage, Xero, QuickBooks, Draftworx, etc.), as long as the final pack is compliant for CIPC and SARS submission, cidb or tenders etc. Deliverables include: • Draft AFS for client sign-off • Final signed AFS (PDF) • Independent Review Report (where applicable) Please let me know your turnaround time, fees, and any documents you&rsq...
...business and want to hand off the day-to-day bookkeeping so my financial data stays accurate and current in QuickBooks. The work is strictly bookkeeping—no tax prep or high-level financial analysis is needed right now. Here’s exactly what I need you to take over: • Recording transactions – enter all sales, expenses, and journal entries promptly and label them with the correct classes and accounts • Reconciling accounts – complete monthly bank and credit-card reconciliations and flag any discrepancies for me to review • Managing payroll – process payroll on schedule, post the related entries, and keep wage and withholding records tidy Everything must be performed inside my existing QuickBooks file (cloud access will be pr...
...Delaware corporation is preparing for a potential merger or acquisition, and we need a licensed CPA who can handle both an independent business valuation and a full audit of our books. Annual revenue is under $1 million, so the engagement is focused yet must satisfy the scrutiny of prospective buyers and their advisers. You will receive organized financial statements, tax returns, bank records, and QuickBooks access. We will be on hand to clarify any historical transactions, revenue recognition policies, or contingent liabilities that may affect fair value conclusions or audit risk. Deliverables are straightforward: • A defensible valuation report that explains methodologies, assumptions, and final enterprise value, ready to share in an M&A data room. • An audit...
Quiero contar con una solución que tome automáticamente los XML de facturas electrónicas de mis proveedores en el formato que usamos en Costa Rica y los registre en QuickBooks Online sin intervención manual. Alcance principal • Automatización completa del proceso: desde la detección del archivo XML hasta su publicación en QBO. • Sincronizar dos conjuntos de datos clave: los datos de las facturas y la información de los proveedores. • Validar que cada XML cumpla con la normativa costarricense antes de enviarlo, para evitar rechazos en QBO. Flujo esperado 1. El sistema detecta o recibe el XML de la factura. 2. Extrae los campos fiscales y comerciales relevantes. 3. Comprueba si el proveedor ya exist...
...through the cracks. Clean, friendly written English is a must because most of the work happens over email and live chat, with the occasional follow-up call. If you’ve already worked inside platforms such as HubSpot, Zendesk, Freshdesk, or a similar tool, be sure to highlight that experience. I can also put your bookkeeping or research skills to use, think reconciling a small batch of invoices in QuickBooks or digging up quick market comparisons, so there’s room for extra hours if you’re interested. Deliverables • Inbox and chat channels cleared daily with prompt, accurate replies • Complaints tracked from first message to full resolution, then summarized in our CRM • CRM records created, updated, and tagged correctly in real time •...
...invoice generation upon deal closure, send payment reminders at defined intervals, and update financial records in QuickBooks upon payment confirmation. 3. Internal Reporting Schedule and distribute weekly performance reports (sales, support tickets, revenue) to relevant stakeholders via email and Slack, pulling live data from connected platforms. 4. Onboarding Workflow Trigger a structured onboarding sequence when a new client is added to the CRM — including welcome emails, document requests, task assignments to the account team, and calendar scheduling. Technical Requirements: Tools/Platforms: Zapier, Make (Integromat), or custom API integrations CRM: HubSpot Accounting: QuickBooks Online Communication: Slack, Gmail All workflows must include error handling and fa...
...deduction and credit, and produce complete, error-free returns that are ready for electronic submission. Please base your proposal on comparable engagements you have handled in the past; links, redacted samples, or brief case summaries will help me see how you tackle accuracy, compliance, and deadline pressure. Solid knowledge of IRS regulations, state requirements, and common tax software (e.g., QuickBooks, UltraTax, or similar) is essential. Key outcomes: • Business returns prepared to filing stage, with schedules and supporting workpapers. • A concise summary of tax-saving opportunities found and any red flags I should address. • Post-filing support for reasonable follow-up questions or notices. I’m ready to start as soon as I choose the right spe...
I need a skilled bookkeeper to assist with bank reconciliation and preparing financial statements using QuickBooks. Ideal Skills and Experience: - Proficiency in QuickBooks is a must - Experience in bank reconciliation - Expertise in preparing financial statements - Attention to detail and accuracy - Prior bookkeeping experience is preferred Looking forward to your bids!
...with no inventory and no payroll looking for a reliable QuickBooks Online specialist to keep my simple books current and accurate. The core of the work is day-to-day bookkeeping and accounting, posting and tracking all invoices and customer payments (about 5-10 per month), and making sure every bank and credit-card account is fully reconciled on a regular schedule. Here’s what I need handled continuously: • Income & expense entry with correct categorisation • Customer invoicing and billing, including payment matching • Monthly bank and card reconciliations so statements always agree with QuickBooks I’ll provide timely access to the company file, source documents, and any clarification you need. My expectation is that I can open QuickBook...
...folder, and I need the completed federal and state returns e-filed, with final PDFs of every schedule returned to me for my records. When you reply, put your experience front and center—particularly your track record with U.S. individual returns, any niche expertise (itemized deductions, self-employment adjustments, credits), and your preferred software stack (e.g., Drake, UltraTax, TaxAct, QuickBooks). A brief outline of your workflow and an estimated turnaround time will make it easy for me to move forward. Deliverables: • Draft and final Form 1040 plus all supporting schedules • One-page summary explaining deductions, credits, and any compliance flags • Proof of successful e-filing and copies of the submitted returns Let me know your earliest start date...
