US Sole Proprietor Bookkeeping

@Zakwan555

Hi, I am an experienced Associate Member of certified Cost And Management Accountant (ACMA), Financial Analyst and Certified Public Accountant (CPA) having more than 7+ years' experience in finance. I have gone through your project with interest and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing Financial Modelling, Business Analysis, Business Plan, Financial Analysis, Financial Forecasting, Excel, Advance Excel, Visual Basics, Payroll, Data Processing, Data Entry, Finance, Accounting, Financial Research services and serve my more than 3+ years with top rated Audit firm (KPMG) during which I have dealt with a number of clients and provided them extremely satisfied services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advance Excel, Quick Book, Intuit Quick Book ,XERO, Microsoft Dynamic, Enterprise and more. I am a fast learner, problem solver, detail oriented and highly organized. Looking forward to hearing from you soon! Looking forward to hearing from you Best Regards. Zakwan

@simplifitax

In your hunt for the right financial professional, I'm exactly who you need. As a Chartered Accountant (CA), CPA (US) and ACA-qualified expert, my 9 years of experience align solidly with the specialist bookkeeping and financial management skills you require. Withgetting you fully caught up on this year's transactions, categorizing and reconciling all your business activities, generating standard financials like P&L statements, balance sheets, cash-flows all the while maintaining complete accuracy that aligns to the penny. Besides my extensive knowledge in accounting softwares including QuickBooks Online and Xero which we can utilize in making your workflow more efficient through bank rules, receipt capture functionalities and etc. Also from start to finish, I'll ensure everything is organized and accessible for you via these platforms so you can be on top it while maintaining full visibility.

@Ghulamali1656067

I had read the job description and i am pretty much sure that i can handle the job with ease and perfection . No problem at all , even if you deem appropriate we can use Wave, QBO , Quickbooks desktop or Xero (i am QBO and Xero certified). So , it wont be a problem for me . Even i will help you in 1040 NR filing as well and prepare it accordingly. I am myself PTIN holder. I will ensure that work performed as per your needs and expectation . Please get in touch and we will discuss over the chat

@swatijain5558

Hello! I am excited about the opportunity to take full ownership of your business bookkeeping needs. As a sole proprietorship based in the United States, I understand the importance of maintaining clean and accurate financial records for tax purposes. I will review your past activity, recommend the most suitable accounting method, and diligently import, categorize, and reconcile all transactions for 2023-24. I will generate standard financial statements and provide you with a comprehensive year-end tax summary. Whether using QuickBooks Online or Xero, I will ensure that everything is well-organized and easily accessible for you. Additionally, I am open to incorporating any necessary apps to streamline the workflow and will prioritize accuracy and detailed notes on every entry to guarantee transparency and efficiency in your bookkeeping process. Regards, CA. Swati Jain, CPA | Indian CA & CS

@nNamanrRathi

I have recently completed a few similar bookkeeping clean up projects. You can review this work in my profile. I have a few questions: 1. Which state is your sole proprietorship registered in 2. Approximately how many transactions are there for 2023–24 3. Do you already have access to bank and credit card statements for the full period About me I am a Chartered Accountant and CPA by profession with over 8 years of experience in accounting and taxation. I work on automated software like QuickBooks, Zoho, and Xero for end to end accounting work including transaction categorisation, reconciliation, and financial reporting. I structure accounting in a way that reduces year end tax balances and keeps reports clean. Though my presence is new here, I have assisted more than 300 clients.

@roopaliagrawal24

I am a Chartered Accountant with experience of more than 10 years in the field of accounting and taxation. I have successfully completed various similar projects which can be reviewed in my profile. I am interested in your said assignment and look forward to connect to you. Please feel free to contact over chat for detailed discussion.

@hsalahuddin

Dear Employer, Your project is a perfect match with my skills. I have long-term experience supporting US-based sole proprietorships with full-cycle bookkeeping and clean-up. I specialize in ensuring books are 100% ready for tax purposes, management reports, and stakeholders. My background includes: Methodology & Setup: Analyzing business activity to recommend and implement Cash vs. Accrual accounting. Catch-up & Reconciliation: Importing and categorizing multi-year transactions (2023-24) to ensure every entry ties out to the penny. CPA-Ready Financials: Generating accurate P&L, Balance Sheets, and Year-End Tax Summaries for a seamless handover to your CPA. Automation: Implementing Bank Rules and Receipt Capture (like HubDoc or Dext) to streamline the ongoing workflow. To get started quickly and provide an accurate timeline, may I ask: May I know the nature of your business? Does it include inventory? Roughly how many transactions occur per month across your bank and credit card? Which software would you prefer me to start with, QuickBooks Online or Xero? I am available to start immediately and can provide a full catch-up timeline once I review the transaction volume. Sincerely, Hafiz

@sreedeep79

Hi, I can take full ownership of your bookkeeping and bring your sole proprietorship’s 2023–24 records completely up to date. As a Chartered Accountant experienced in U.S. small‑business bookkeeping, I’ll review your activity and recommend whether cash or accrual accounting is the better fit, then set up the books accordingly in QuickBooks Online or Xero. I’ll import and categorise all transactions from your business bank account and credit card, reconcile each month to the penny, and leave clear notes on every adjustment so your audit trail stays clean. Once reconciliations are complete, I’ll generate your P&L, balance sheet, cash‑flow statement, and a year‑end tax summary you can hand directly to your CPA. I can start as soon as you provide access to statements, receipts, and your preferred accounting platform. Once I know how many months are pending and the approximate transaction volume, I’ll confirm an exact completion timeline. Best regards, CA. Sreedeep Chennamangalam

@chantal1984

Hello! I'm Chantal Smith, a dedicated bookkeeper with over 20 years in the industry. I specialize in maintaining meticulous financial records and ensuring all data is accurate and compliant, which includes managing the entire process up to the production of the trial balance.

@arya2115

I have gone through with your requirements. Being a chartered accountant by profession and having around 4 years experience with US market with Big4 firms, I can be able to assist you with your proposal. Looking forward to see you in my chat for further clarifications before starting the project.

@shyampopat007

Hello, Thank you for clearly outlining your requirements. I’d be happy to take full ownership of your bookkeeping and ensure your records are clean, accurate, and fully prepared for tax filing. I specialize in bookkeeping for U.S. small businesses and sole proprietors using QuickBooks Online and Xero. To begin, I will review your bank and credit card activity to determine whether the cash or accrual accounting method is more suitable for your business. Once confirmed, I will structure the books accordingly. My process will include importing and accurately categorizing all 2023–2024 transactions, reconciling each month with your bank and credit card statements, and ensuring every entry is properly documented. I will also prepare clear financial reports including Profit & Loss, Balance Sheet, and Cash Flow statements, along with a year-end tax summary that your CPA can use directly. To get started, I would need accountant access to your QuickBooks Online or Xero account (or permission to set up a new one), read-only access to bank and credit card statements, and any prior financial records if available. Depending on transaction volume, I can typically bring the current fiscal year fully up to date within 5–7 days while ensuring everything ties out to the penny. I’d be happy to discuss your needs further and get started right away. Best regards, Shyam

@Navaneetha04

With 5+ years of experience as a Chief Accountant, I will deliver a 100% "audit-ready" ledger for your US Sole Proprietorship. Plan of Action: Methodology: Review transactions to recommend Cash vs. Accrual based on your revenue cycle. Execution: Full 2023-24 cleanup in QuickBooks Online (using Receipt Bank/DEXT for streamlining). Deliverables: Monthly reconciliations, P&L, Balance Sheet, and a CPA-ready Year-End Tax Summary. Timeline: I can have your books fully caught up within 7–10 business days. Access Needed: QBO Accountant access and "View-Only" bank/credit card statements. Shall we jump on a brief call to review your transaction volume and finalize the setup?

@emmanuelFaxiom

Proposal for Bookkeeping Cleanup & Financial Reporting I would be glad to take full ownership of your bookkeeping and ensure your records are clean, accurate, and fully ready for tax filing. I am a Chartered Accountant and Financial Process Strategist experienced in rebuilding incomplete books and delivering audit-ready financials for businesses. I will begin with a diagnostic review of your bank and credit card activity to determine whether cash or accrual accounting best suits your business. After confirming the appropriate method, I will rebuild and organize your books. My work will include: • Importing and categorizing all 2023–2024 transactions • Creating a clean chart of accounts • Monthly reconciliation of bank and credit card statements • Setting up and optimizing QuickBooks Online • Preparing Profit & Loss, Balance Sheet, and Cash Flow statements • Producing a year-end tax summary ready for your CPA All entries will include clear documentation, and the books will reconcile to the penny. I look forward to helping you bring your bookkeeping to a professional standard. Best regards, Emmanuel T. Olaitan, ACA Chartered Accountant | Financial Systems & Process Strategist Bookkeeping • Financial Analysis • Tax-Ready Accounting Systems

@accexp5587

Hello, I am a professional bookkeeper with over 14 years of experience supporting U.S. small businesses and sole proprietors with accurate books, reconciliations, and tax-ready financial reports. Based on your needs, I can first review your transactions and business activity to recommend whether cash or accrual accounting will work best for your situation. After that, I will set up your books in QuickBooks Online or Xero, whichever you prefer, and ensure everything is clearly structured and easy for you and your CPA to review. SERVICES I OFFER: • Catch-up & backdated bookkeeping (multi-month or multi-year) • Transaction categorization & general ledger maintenance • Bank, credit card, and Stripe/PayPal reconciliations • Accounts Payable: vendor bill tracking, payment status, and aging reports • Accounts Receivable: invoicing, collections tracking, and AR aging • Payroll entries, employee reimbursements & compliance reporting • Month-end close: accruals, adjustments, and journal entries • Fixed asset tracking, depreciation calculation & expense allocation • Preparation of US GAAP-compliant financial statements • Tax-ready books for your CPA or year-end filing I’d be glad to discuss your business activity and get started right away. Best regards, REKHA

@yaqinj

Hi, I am a Xero Advisor Certified and QuickBooks Online certified bookkeeper with 2+ years of experience handling full-cycle bookkeeping, bank reconciliation, and month-end close for UK and Australian clients. Your project is exactly the type of work I handle regularly — catching up unrecorded transactions, reconciling bank and credit card accounts, and delivering clean financials ready for tax time. Here is what I will do for you specifically: Review your 2023-24 transactions and recommend cash vs accrual method based on your business activity Import and categorize all transactions in QuickBooks Online or Xero Reconcile every month to your bank and credit card statements — to the penny Prepare P&L, Balance Sheet, and Cash Flow statement Deliver a clean year-end tax summary ready to hand to your CPA I can complete the full catch-up within 1 to 2 business days once I have access to your bank statements and card statements. I will need view access to your bank and credit card statements and either QuickBooks Online or Xero login — whichever you prefer. Happy to answer any questions before you decide. Yaqin Jewel Xero Advisor Certified | QuickBooks Online Certified

@Jalals10

Hello, I’m a certified bookkeeper with 4+ years of experience and a QuickBooks ProAdvisor. I’ve supported outsourcing firms, small businesses, and entrepreneurs with both bookkeeping and administrative tasks—helping to streamline operations and keep everything organized. I specialize in QuickBooks Online, QuickBooks Desktop, Xero, AppFolio, and other accounting tools, along with admin support like data entry, document management, email handling, and scheduling. Let’s connect and keep both your books and your business running smoothly. Thanks & regards, Jalal

@CASUMIT211

I am a Chartered Accountant and member of the Institute of Chartered Accountants of India with experience in bookkeeping, financial reporting, and accounting system setup for small and medium-sized businesses. I can review your transaction history, recommend the appropriate accounting method (cash or accrual), and set up clean, well-structured books in QuickBooks Online or Xero. I will import and properly categorize all 2023–24 transactions, reconcile each month with your bank and credit card statements, and prepare accurate financial reports including Profit & Loss, Balance Sheet, and Cash Flow Statement. I will also provide a clear year-end tax summary ready for your CPA. With access to your bank statements, credit card statements, and accounting software, I can have the current fiscal year fully updated within a short timeframe while ensuring every transaction is properly documented and reconciled to the penny.

@ikramullah62

Hello, I am a professional Bookkeeper and Accountant with 4+ years of experience managing bookkeeping for small businesses and U.S. sole proprietors. I can review your transactions, recommend the best accounting method (Cash or Accrual), and fully organize your books for the 2023–2024 fiscal year. I will: • Import and categorize all transactions from your bank and credit card • Reconcile each month with statements • Set up a clean Chart of Accounts in QuickBooks Online or Xero • Prepare Profit & Loss, Balance Sheet, and Cash Flow statements • Provide a year-end tax summary ready for your CPA Accuracy is my priority, and I ensure every transaction reconciles to the penny with clear notes. Timeline: I can complete the full catch-up bookkeeping within 3–5 days depending on transaction volume. To get started I will need: • Accountant access to QuickBooks Online or Xero • Bank and credit card statements for 2023–2024 I look forward to helping you get your books fully organized and tax-ready.

@chenluragroup

Hi, I specialize in full-service bookkeeping for small businesses and sole proprietorships. I can help get your 2023–24 books fully organized, accurate, and tax-ready. Here’s what I will do: Review your transactions and recommend cash or accrual accounting Import, categorize, and reconcile all bank and credit card activity Generate P&L, balance sheet, and cash-flow statements Prepare a year-end summary ready for your CPA I am proficient in QuickBooks Online and Xero, and can implement apps to streamline workflow. All entries will be documented with clear notes and reconciled to the penny. With access to your bank statements, credit card records, and receipts, I can complete the work in 21 days, ensuring your financials are clean and organized. Best regards, Nicholas Tran