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Yearly Reconciliation & Reports in QuickBooks

$30-250 USD

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Disiarkan sekitar 2 bulan yang lalu

$30-250 USD

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I'm seeking an experienced freelancer to assist with yearly reconciliation within QuickBooks Self-Employed. I want to make sure my books are in order for this year's tax season. Tasks include: - Reconciliation of all transactions: This involves distinct categories including bank transactions, credit card transactions, and other unidentified financial transactions. - Preparation and collation of annual financial reports: I require assistance in creating reports based on the reconciled transactions for tax purposes (profit and loss statement mostly). Practical experience in generating financial reports for taxation is beneficial. A solid grasp of accounting principles and confidentiality in handling sensitive financial data would be good as well.
ID Projek: 37813684

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$0 USD dalam 7 hari
5.0 (2 ulasan)
3.2
3.2
53 pekerja bebas membida secara purata $145 USD untuk pekerjaan ini
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Greetings! A0s an experienced Chartered Accountant with a decade of proficiency in the field, I see a perfect fit for your yearly reconciliation project. Having worked extensively with QuickBooks and other similar software, maintaining the utmost precision while reconciling transactions and preparing financial reports is my forte. My understanding of accounting principles guarantees your books will be in order and ready for tax season. Confidentiality is the bedrock of financial operations, which is why I prioritize it in handling sensitive data. Your trust in me will be treated with the highest regard and effort to maintain transparency throughout the process. Finally, let me highlight the potential long-term advantage of choosing me for this project. I believe in establishing strong relationships with clients based on quality work and customer satisfaction, rather than pursuing one-time profits. Thus, I offer my expertise at a reasonable rate to ensure we can build a successful professional relationship moving forward. I look forward to discussing how I can contribute to your success.
$200 USD dalam 7 hari
4.6 (118 ulasan)
6.7
6.7
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Hello There, How are you doing today? I have more than 10 years of experience helping US, Australian, UK and Canadian businesses, CA/CPA and bookkeeping firms in bookkeeping and general data entry. I have also helped some businesses as a FULL CYCLE ACCOUNTANT. I am helping businesses in the following ways: 1. Bookkeeping in Quickbooks, Netsuite, Wave, Xero, Freshbook, SAGE, MYOB, Zoho Books, Odoo 2. Payroll with ADP, Gusto, Intuit 3. Accounts Receivables/Payable, Taxes 4. Bank Reconciliation 5. Class Tracking Accounting 6. Prepare Financial reports as per your requirements (Daily/Weekly/Bi-weekly/Monthly) 7. Advanced Excel tasks (Pivot Table, VLOOKUP, If functions) Let's arrange a call if you wish to discuss further. Thank you, Regards, Harsh
$249 USD dalam 7 hari
5.0 (6 ulasan)
6.0
6.0
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Hi, I am a qualified Chartered Accountant from UK having 7 Year experience in accounts, finance, and Bookkeeping. I can provide you with bookkeeping services in Quick book, Yearly reconciliation, Account receivable & Payable management, Bank/credit card reconciliations, and Journal entries. I will also provide you 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. My education background is as; I am ACCA Qualified having six years of experience in accounts, finance, bookkeeping, reconciliation of GL & banks, audit & Consultancy. This is basic work for me. I can handle this task very efficiently and you can expect 100% accuracy from me. I am an Expert in Microsoft Excel, accounting, auditing, financial statements, Form Creation in Excel through VBA and in Google Sheet, QuickBooks, and Sage expert. If you choose me for your project, I guarantee that you will receive professional and high-quality work in a timely manner. However, if you have any questions, please feel free to contact me.
$220 USD dalam 2 hari
5.0 (58 ulasan)
5.8
5.8
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Dear Sir, How are you I am a business & financial Advisor providing services of bookkeeping, accounts preparation, reconciliations and other related tasks.. I am CA finalist from Institute of Chartered Accountants of Pakistan and working in this field since 2010. I have advanced level knowledge in QuickBooks, Xero, Zoho Books etc. and we are working with clients based in US, UK, UAE, Australia etc to handle their books of accounts, prepare financials, reconcile their banks and vendors etc. I can share my sample work as well for your review. Please have a look at my portfolio to see my sample work. I can deliver your work with good quality. we can discuss the details of your requirements so that they can be addressed properly. Thanks! Omair
$140 USD dalam 5 hari
4.8 (23 ulasan)
5.4
5.4
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Hello Anna K., I am Mohmed, an Accounting professional with over 7 years of experience in Accounting, Intuit QuickBooks, and Bookkeeping. I have carefully reviewed your requirement for yearly reconciliation and reports in QuickBooks. To ensure your books are in order, I will meticulously reconcile all transactions, including bank and credit card transactions, and prepare detailed annual financial reports such as profit and loss statements for tax purposes. My expertise in Accounting, Bookkeeping, and Tax return filing makes me well-equipped to handle this project efficiently. I am keen to discuss this further with you. Please start the chat so we can delve into the specifics. Best regards, Mohmed
$140 USD dalam 7 hari
4.9 (35 ulasan)
4.9
4.9
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Hi there, Hope you are doing well. You are looking Bookkeeper/Accountant for your organization. I have 18 years of experience in Accounting, Finance, and Administrative work. I can immediately join this job and assure you that I will be conveniently available 24/7 for this job. I have a master's degree in accounting & finance. I am a Certified QBO ProAdvisor and have expertise in Zoho, Xero & Wave. I have excellent writing and oral communication skills. I have a specialization in bookkeeping with the following services. - Clean up your business accounting books. - Recording, Categorizing transactions, and reconciling bank accounts and credit cards. - Connecting/uploading bank and credit card statements for categorizing, transferring, and matching the transaction, with the use of Rules and receipts tabs make an easy way to complete and reconcile transaction data within a time limit. - Creating customized invoices, managing the sales center by sending the invoices to customers via e-mail and speeding the tracking payment via payment links, and managing receivables to know cash flow situation by upcoming payments. - Managing the vendor center by anticipating the payment cycle from purchase order to create payment of vendor. - Prepare monthly, Quarterly, and annual financial, cash flow, Accounts receivable, and payable management reports. INVITE ME TO YOUR JOB!!! Best Regards Muhammad Adnan
$140 USD dalam 10 hari
5.0 (1 ulasan)
4.9
4.9
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Hello, My name is Deepak Chaudhary and I would love to do you project.I understand your requirements and coming with over years of experience in providing end-to-end bookkeeping and monthly management accounting. I am an expert in quickbooks. I have been using it for over 8 years now and have been registering new businesses in various states and complying with the sales tax returns and payments on a timely basis. I have been assisting CPAs in tax preparation and communicating with clients for the finalization of the same and also preparing and filing for some of the business clients as a self-preparer. I possess immaculate English, strong interpersonal & organizational skills and with keen attention to detail, I am a pleasure to work with. I will be available over zoom or phone call as and when required. We can discuss this in detail over a chat. Looking forward to hearing from you. Thanks and have a great day ahead. Deepak
$200 USD dalam 7 hari
5.0 (19 ulasan)
5.0
5.0
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Hello there! I will prepare a complete set of financial statements including an Income Statement, Balance Sheet, Statement of Changes in Equity, and Cash Flow Statement and Note the Financial Statements. To prepare the database from scratch I will be categorizing/reconciling all bank, credit card or other relevant accrual transactions using Quickbooks Self-Employed. I'm eager to take on this job. I'm a qualified chartered accountant with a decade of experience in a consultancy firm. I hold ACCA, ICAEW, and ICAP certifications, and I've had the opportunity to work with over 40 companies through my firm. My experience also includes working at Pepsi-Cola International's snacks plant. I'm ready to assist you with this task and hope for a positive response. *Fees are negotiable based on your budget, and I'm excited to learn more about this project. Thanks and regards, Muhammad Zaman.
$200 USD dalam 7 hari
5.0 (18 ulasan)
4.6
4.6
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Please see similar work review: https://www.freelancer.com/projects/excel/Expert-Excel-Freelancer-for-Transaction/reviews Hello, Greetings! You are looking for an experienced freelancer to assist with yearly reconciliation within QuickBooks Self-Employed. You want to make sure your books are in order for this year's tax season. I am an expert Accountant by using QuickBooks Online. I will help you categories including bank transactions, credit card transactions, and other unidentified financial transactions. I am a Professional Accountant with more than 12 years of experience of an International Organization. I am preparing 100 employee's payroll per month. I have completed MBA in Finance and MBS in Accounting. I am a QuickBooks Pro-Advisor and Xero-certified user. https://www.freelancer.com.bd/projects/accounting/Calculate-Limited-Company-Accounts/reviews https://www.freelancer.com/projects/accounting/File-company-accounts-companies-house/reviews https://www.freelancer.com/projects/bookkeeping/bookkeeping-for-client-ledgers/payments https://www.freelancer.com/projects/accounting/Accountant-for-ISP/payments • Not only I am expert my QuickBooks Online, but I am also proficient in 1) Company Setup 2) Chart of Accounts Setup 3) Input two back-dated expense invoices (Payables). 4) Prepare sales invoice template (Receivables) 5) Bank Reconciliation 6) Tax Preparations 7) Payroll Management and 8) Preparing the final Financial Statements Best Regards Pangkaj
$140 USD dalam 7 hari
4.8 (9 ulasan)
4.0
4.0
Avatar Pengguna
Hello, I am an Enrolled Agent (US Tax preparer) and Licensed Chartered Accountant in India with more than 7 years of experience in US Accounting, Payroll and Taxes. I am a Certified, QuickBooks ProAdvisor, and I am working on Weekly/Monthly recurring bookkeeping projects and Annual Tax returns for clients in the United States. I can start your project as soon as possible according to you. Looking forward to getting an opportunity to work with you. Thank you for your consideration! Best Regards CA Pardeep Kumar
$250 USD dalam 7 hari
5.0 (3 ulasan)
3.8
3.8
Avatar Pengguna
Greetings!! As an accomplished cost and management accountant (CMA) with a wealth of experience, it is my forte to perform effective bookkeeping and prepare financial statements for multiple businesses. I'm proficient in QuickBooks, XERO, and Wave, fine-tuning your books and ensuring every transaction is accounted for. In fact, my adeptness in Financial Modelling only adds to the quality I bring to each reconciliation and reporting project. My animated skill in Excel aids in producing accurate financial statements, including Profit and Loss ones which you require for tax purposes. Moreover, with over 13 years of experience in bookkeeping and accounting, I understand the importance of confidentiality with sensitive financial data. Rest assured, your private information will be treated with the utmost respect and handled with the strictest professionalism. In fact, as a CMA, adhering to ethical standards surrounding financial matters is an integral part of my professional identity. I would highly recommend setting up a meeting to discuss how my expertise as a CMA can add substantial value to your project. A comprehensive approach that includes tax planning, strategy development based on data-driven insights, and clarifying any queries you may have about the process are what I can bring to the table. Trust me with your yearly reconciliation and reports in QuickBooks - I'll ensure everything is tidy and organized for a stress-free tax season!
$150 USD dalam 7 hari
5.0 (6 ulasan)
3.8
3.8
Avatar Pengguna
I saw your job post and I can help. You need assistance in yearly Reconciliation in QuickBooks Online and reporting for taxation. I shall do reconciliation in QuickBooks Self-Employed and prepare reports for taxation. This should be done by efficiently reconciling transactions, preparing accurate financial reports, and ensuring compliance with relevant tax regulations. Regards, Sheraz.
$100 USD dalam 5 hari
5.0 (5 ulasan)
3.2
3.2
Avatar Pengguna
As someone well-versed in Bookkeeping and Accounting, my skill set aligns perfectly with your project’s demands. Over the years, I have developed a level of proficiency that allows me to navigate complex financial systems like QuickBooks with ease. Per your project description, my experience includes distinct categorization, including bank and credit card transactions, thereby giving you an assurance of accurate, detailed reconciliation. Notably, my knowledge extends beyond basic accounting; one of my key strengths is generating comprehensive financial reports tailored for specific purposes. In relation to this project, I have generated these reports with a major focus on tax requirements like the profit and loss statement you mentioned. Finally, working with sensitive financial data is something I take very seriously. I approach it with utmost confidentiality and professionalism. My previous clients can attest to my thoroughness when handling their financial data. In summary, my proficiency in accounting and QuickBooks combined with my promise of confidentiality makes me the right fit for this project. Give me the opportunity to put my skills to work for you, and rest assured that your books will not only be in order but also optimized for tax purposes as well. Let’s connect!
$140 USD dalam 7 hari
5.0 (1 ulasan)
2.8
2.8
Avatar Pengguna
Hi sir, As an experienced tax consultant and personal finance advisor, I'm your ideal candidate for this project. Over the years, I've perfected my expertise in accounting, specifically within QuickBooks. Reconciliation is a task I handle with utmost precision, ensuring all your bank transactions, credit card transactions and other financial dealings are accurately classified and categorized. When it comes to creating financial reports for taxation, I bring valuable practical experience to the table. Reports like profit and loss statement are critical for tax purposes and I understand their significance in helping you stay compliant. My thorough understanding of accounting principles ensures that these reports are generated with the highest level of accuracy.
$30 USD dalam 2 hari
5.0 (10 ulasan)
2.1
2.1
Avatar Pengguna
With my solid proficiency in accounting and bookkeeping acquired through being a certified QuickBooks pro advisor and my overall experience of over five years, I am exceptionally well-prepared to handle your yearly reconciliation and reports task with utmost efficiency. I genuinely understand the significance of keeping your books in order for the tax season and how any discrepancy can cause financial stress. Thus, I would ensure a meticulous reconciliation of all your transactions from bank transactions, credit card transactions to unidentified financial ones. Creating essential yearly financial reports like profit and loss statement that meets taxation requirements is an area of my expertise as well. My satisfied clients can assure you the quality of the reports I generate has always exceeded expectations. Furthermore, my certifications as a Xero pro advisor and Sage accounting advisor enhance my ability to handle complex data confidentially, an attribute vital when it comes to dealing with sensitive financial information. In trusting me with your Yearly Reconciliation & Reports project in QuickBooks, rest assured that not only will you have someone who's well-versed with all aspects of QuickBooks Self-Employed but also a trustworthy professional who puts accuracy as their top priority. Let's ensure that your numbers tell a true story about your business, contact me today!
$100 USD dalam 2 hari
5.0 (1 ulasan)
1.8
1.8
Avatar Pengguna
Greetings, I am ACA. I have gone through your requirements. I have more than 10 years of experience. i can do it efficiently. i believe in good quality work. Get in touch to discuss more about your project. Have a good day ?
$70 USD dalam 7 hari
5.0 (2 ulasan)
1.1
1.1
Avatar Pengguna
Hello, I understand the importance of having your books in order for the tax season and would be delighted to assist you with the yearly reconciliation within QuickBooks Self-Employed. With over 8 years of rich experience as a Qualified Chartered Accountant in India, I have a deep understanding of accounting principles and extensive experience in financial reporting and reconciliation processes. My experience includes: Reconciliation of Transactions: I have extensive experience in reconciling various types of transactions, including bank, credit card, and other financial transactions. I ensure accuracy and compliance with accounting standards. Preparation of Financial Reports: I am adept at creating detailed financial reports, including profit and loss statements, necessary for tax purposes. My practical experience in generating these reports ensures they meet taxation requirements efficiently. Confidentiality: I prioritize the confidentiality and security of sensitive financial data, ensuring that all information is handled with the utmost discretion. I am confident in my ability to provide you with comprehensive support in reconciling your transactions and preparing your financial reports for the upcoming tax season. Let's ensure your books are precise and tax-ready. Best, Rinky Vishwakarma Chartered Accountant, India.
$30 USD dalam 7 hari
4.8 (2 ulasan)
0.6
0.6
Avatar Pengguna
Hi, don't worry i m here for you. I am certified Accountant I will assist you with yearly reconciliation within QuickBooks. I assure you that your books would be in order for this year's tax season. I will Reconciliation of all transactions including bank transactions, credit card transactions, and other unidentified financial transactions. Preparation of annual financial reports for tax purposes
$150 USD dalam 7 hari
0.0 (0 ulasan)
0.0
0.0
Avatar Pengguna
Dear Sir/Ma’am, I am an experienced accountant with a significant background in end-to-end accounting, having worked in both the Philippines and Dubai, UAE. I proficiently handle the accounting cycle, from journalizing transactions to preparing financial statements, such as profit and loss statements and balance sheets. I am also well-versed in QuickBooks. I am happy to provide my CV for your review. Thank you, Carliza
$140 USD dalam 7 hari
0.0 (0 ulasan)
0.0
0.0
Avatar Pengguna
Greetings!! I am qualified Chartered Accountant (CA)from India having experience of more than 7 years in accounts finalisation and audit. Being CA, my expertise lies in finalising accounts and audit reports in accordance with applicable accounting standards including accounting principles. Helping book keeper in reconciliation, scrutinising accounts, finding fundamental error in acccounting & rectification thereof and finalising profit & loss account as well as balance sheet by passing year end entries are part of my core activities. I assure you to give financials prepared in such manner that it will not only ease your tax filing process but will also enable a understanding of the financial results and financial position of the business in simplified manner. Hoping for your positive response!
$225 USD dalam 7 hari
0.0 (0 ulasan)
0.0
0.0

Tentang klien

Bendera UNITED STATES
Silver Spring, United States
0.0
0
Kaedah pembayaran disahkan
Ahli sejak Feb 27, 2024

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