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I need a certified public accountant who is completely fluent in U.S. accounting standards to take ownership books in QuickBooks Online. Day to day, you will keep every transaction up-to-date, reconcile each bank and credit-card statement, and ensure that my chart of accounts stays clean and consistent. Beyond routine bookkeeping, I rely on you for accurate, timely financial reporting and tax preparation: monthly P&L and balance sheet, quarterly tax estimates, and a smooth year-end close that rolls straight into the federal and state returns. Everything must align with GAAP and the latest IRS guidance so there are no surprises when filings are due. Because QuickBooks Online is already set up, I expect you to be fully comfortable with its automation features, rules, and reporting tools, as well as common add-ons like payroll and receipts capture. You should also be prepared to advise on best practices or workflow tweaks that tighten internal controls and cut down reconciliation time. Deliverables that let me know the job is on track: • Reconciled QBO file with zero uncategorized items each month • Monthly financial statements delivered by the 10th of the following month • Quarterly tax estimate worksheets with supporting schedules • Year-end financial package ready for filing, including any adjusting journal entries If you are a licensed U.S. CPA with proven QuickBooks Online experience and can commit to clear, prompt communication, let’s get started.
Project ID: 40608870
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63 freelancers are bidding on average $409 USD for this job

As a certified professional US CPA, I understand the crucial nature of accurate and timely bookkeeping. Having honed my skills over years of experience and staying up-to-date with the latest IRS regulations, I am well-equipped to take ownership of your books in QuickBooks Online. My commitment to maintaining a clean and consistent chart of accounts aligns perfectly with your requirements. One area where I particularly excel is streamlining workflows to maximize efficiency and tighten internal controls. This contributes not only to reducing reconciliation time but also to ensuring that all transactions are properly classified. My deep understanding of QuickBooks Online automation features, rules, and reporting tools will aid in a seamless integration with your current setup. Lastly, I understand how valuable communication and time management is in our line of work. You can count on me for prompt and clear communication, month by month reconciled files with zero uncategorized items, timely monthly financial statements, quarterly tax estimate worksheets, and a well-prepared year-end financial package ready for filing. Partnering with me means securing not only your present financial situation but also your future compliance. Let’s work together to ensure your financial success.
$750 USD in 7 days
8.9
8.9

I am a CPA, Masters in Finance. After carefully reading your project description, I think that I am the perfect candidate! With over 13 years of experience. I can guarantee getting the job right the first time. Feel free to view my 100% positive reviews before you hire me and rest assured that you will receive top-quality work at an affordable cost. Kind regards, Javed
$250 USD in 1 day
8.2
8.2

Hi There, We can take ownership of your QuickBooks Online bookkeeping and ensure your financial records remain accurate, organized, and up to date. Our team includes Certified QuickBooks ProAdvisors and Certified Xero Advisors with experience in transaction categorization, bank and credit-card reconciliations, chart-of-accounts cleanup, adjusting entries, and monthly financial reporting. We can reconcile books with no uncategorized transactions, along with monthly Profit & Loss and Balance Sheet reports by the agreed deadline. We can also improve QBO rules, automation, receipt capture, and bookkeeping workflows to strengthen internal controls and reduce reconciliation time. Please note that we typically work on an hourly basis, tax preparation, tax filing, quarterly tax estimates, and payroll processing are not included in our service scope. However, we can maintain clean, accountant-ready books and provide supporting reports for your U.S. CPA. Hit me up and we can talk in detail. Regards, Nikita and her team at Affiliazion (D)
$499 USD in 7 days
7.9
7.9

As an experienced data analyst with a keen eye for detail and a solid background in accounting, I am excited to offer my expertise towards your project. Your search for a certified public accountant versed in U.S. accounting standards ends here. My comprehensive understanding of QuickBooks, including its automation features, rules, and reporting tools, combined with my track record of maintaining clean and consistent chart of accounts makes me the perfect fit for the job. In addition to day-to-day bookkeeping tasks, like keeping transactions up-to-date and reconciling bank statements, I'm well-versed in generating accurate and timely financial reports. My proficiency extends to assisting with quarterly tax estimates, year-end financial package preparation as well as ensuring GAAP compliance so there will be no surprises when it's time to file. Furthermore, beyond my technical skills, I pride myself on clear and prompt communication - two essential qualities for a task where precision and timeliness matters so much. In partnering with me, you can rest easy knowing that your books are not only technically sound and in compliance with the latest IRS guidance but also in good hands where attention to detail is second to none. So let's get started and bring order and efficiency back to your financial records!
$250 USD in 1 day
7.5
7.5

Hi, I have carefully reviewed your project description and understand your requirements. I am confident that I can provide accurate bookkeeping, financial reporting, and tax support for your business using QuickBooks Online. I am a CPA and CBA qualified accountant with over five years of experience in U.S. bookkeeping, financial reporting, tax preparation, and month-end and year-end close. I am a QuickBooks Online ProAdvisor and Xero Certified Advisor, with extensive experience using QuickBooks Online, payroll, bank feeds, receipt capture, automation rules, and financial reporting. I can maintain your QuickBooks Online file by accurately categorizing transactions, reconciling all bank and credit card accounts, keeping your chart of accounts organized, and ensuring your books remain GAAP-compliant. I also prepare monthly Profit & Loss Statements, Balance Sheets, quarterly tax estimate workpapers, year-end adjusting journal entries, and tax-ready financial statements for Federal and State filings. I am proactive in identifying process improvements, strengthening internal controls, and streamlining accounting workflows to improve efficiency and reduce reconciliation time. My goal is to deliver accurate, timely financial information that supports informed business decisions. I am available to start immediately and would be happy to build a long-term working relationship. Please open the chat so we can discuss your requirements further. Thanks & Regards, Mussadiq Hussain
$250 USD in 7 days
7.0
7.0

Hi, Your project is exactly the type of work I specialize in. My focus isn't just on keeping QuickBooks Online updated—it's on delivering accurate, audit-ready financials that business owners and CPAs can rely on for confident decision-making. I have over 10 years of bookkeeping and accounting experience supporting U.S. businesses using QuickBooks Online. I handle the complete bookkeeping cycle, including daily transaction management, bank and credit card reconciliations, chart of accounts optimization, adjusting journal entries, month-end and year-end close, and preparation of GAAP-compliant financial statements. I also work closely with tax professionals to ensure financial records are complete, accurate, and ready for federal and state tax filings. I can help you by: Maintaining a fully reconciled QuickBooks Online file with zero uncategorized transactions. Delivering accurate monthly Profit & Loss and Balance Sheet reports by the 10th of each month. Preparing supporting schedules and financial data for quarterly tax estimates. Completing year-end close, including adjusting journal entries and CPA-ready working papers. Clear communication, accuracy, and consistency are priorities in every engagement. My goal is to ensure your books remain clean throughout the year so year-end is straightforward rather than stressful. I'd be happy to discuss your current QuickBooks file and how I can help streamline your accounting process. Thank you for your consideration. Sajid
$750 USD in 30 days
6.4
6.4

As a Chartered Accountant and ACA qualified professional with 9 years of experience, I have been exposed to various accounting roles within startups and growing businesses. I understand the nuances of US accounting standards and can ensure your books are kept up-to-date and reconciled meticulously in accordance with GAAP. QuickBooks Online is a tool I am well-versed with and I aim to leverage its automation features, rules, and reporting tools to streamline your financial processes. Not only can you count on me for daily bookkeeping tasks, but also for accurate and timely financial reports - monthly P&L and balance sheet as well as year-end financial statements ready for filing. My knowledge of recent IRS guidance will come in handy during tax preparation ensuring seamless filing. Lastly, communication is key for smooth financial management. I am prepared to maintain clear, prompt lines of communication so that we're always in sync irrespective of the geographical barrier. Partner with me for your CPA needs today and guarantee yourself a financially stable future tomorrow.
$500 USD in 7 days
6.4
6.4

As an experienced CPA with a deep understanding of U.S. accounting standards, I'm confident that I can be your full-stack solution for all things finance and compliance-related. I have nearly a decade of experience working with QuickBooks Online, conducting day-to-day bookkeeping, reconciling bank statements, and ensuring the cleanliness and consistency of the chart of accounts. My attention to detail, thorough understanding of automation features, rules, and reporting tools make me proficient in saving time whilst maximizing efficiency. What genuinely sets me apart is my commitment to delivering comprehensive financial information promptly - giving you the peace of mind that your books are well-maintained. I understand that tax preparations, both quarterly and annually, are paramount for a smooth year-end close, thus I always align my work with GAAP and the latest IRS guidance to minimize tax surprises. By hiring me, it's not just a bookkeeping task you're assigning but rather an investment in gaining transparent financial clarity towards making informed decisions for your business growth. Let's leverage my expertise in simplifying financial management for actionable insights through detailed cash flow analysis and strategic financial reporting. One thing I promise: with me as your co-pilot, managing your finances will be simpler and smarter than ever.
$510 USD in 7 days
6.1
6.1

Hello! I'm Logeswari, a Certified Tax Preparer and Accountant with over 15 years of hands-on experience helping businesses maintain accurate, efficient financial records. I specialize in: - Bank and Credit Card Reconciliation - Accounts Receivable and Payable - Payroll Mapping - Journal Entries - Financial Statement Preparation - Bookkeeping Cleanup Projects I am proficient in various accounting software, including QuickBooks, Wave, and Xero. If you don’t have any accounting software, I can also perform accounting work using Excel workpapers. My goal is to deliver reliable, affordable, and value-driven services that help you stay financially organized and compliant. Let’s collaborate to streamline your books and empower your business!
$300 USD in 7 days
5.2
5.2

With a solid background in U.S. accounting standards and extensive experience in QuickBooks Online, I am well-equipped to take on your bookkeeping needs. I understand the importance of keeping transactions up-to-date, reconciling bank statements, and providing accurate financial reporting and tax preparation. How do you currently handle any workflow bottlenecks that may arise during the year-end close process? Regards, CA. Swati Jain, CPA
$450 USD in 1 day
4.8
4.8

"""""""""""""""""""""""""""""""""""""""QUICKBOOKS EXPERT | ACCOUNTING | REPORTING"""""""""""""""""""""""""""""""""""""" Sir/Madam, QuickBooks is my specialty, and I take pride in setting up and managing accounting systems that are accurate, efficient, and tailored to your business. Whether it's configuring your chart of accounts, creating custom financial reports, or automating recurring entries, there is no accounting task in QuickBooks I cannot handle. My expertise ensures that your books are always compliant, audit-ready, and insightful. My services include but are not limited to: 1. Complete QuickBooks setup and customization 2. Custom financial reports and dashboards 3. Accurate recording of income, expenses, and payroll 4. Invoicing systems tailored to your brand 5. Bank reconciliations and error correction 6. Tax estimates and compliance support About me I am a Chartered Accountant with extensive experience from Ernst & Young Ford Rhodes Global and PwC. I specialize in QuickBooks Online and Desktop, financial reporting, audit support, payroll processing, and VAT returns. I also have strong command of Excel and Google Sheets for integrated financial workflows. I provide dependable, error-free solutions and am available 24/7, even post-project. The price is negotiable, and I am ready to start immediately. Let’s connect! Regards, Spogmai Kakar"
$255 USD in 1 day
4.9
4.9

As a seasoned bookkeeping professional specializing in QuickBooks Online, I am confident that my skills and experience align perfectly with your project needs. With over 5 years in the field, I have honed in on my ability to keep all transactions up-to-date, reconcile accounts with precision, and provide accurate financial reports—all in accordance with GAAP and IRS standards. My familiarity with QuickBooks automation features, rules, reporting tools, and add-ons like payroll and receipts capture will ensure a seamless integration into your current workflow. One thing that differentiates me is my commitment to every project's uniqueness. Instead of generic solutions, I'm prepared to offer targeted advice on best practices or workflow tweaks that guarantee a tighter control system and reduced reconciliation time. Alongside my skills and experience is an unwavering commitment to your privacy and confidentiality. So why choose me? Because I'm not just technically qualified - I'm passionately committed to simplifying your financial journey for you. Let's do this together!
$400 USD in 7 days
4.6
4.6

Hi there! Hope you are doing well, As a licensed U.S. CPA and Certified QuickBooks Online ProAdvisor fully fluent in GAAP and IRS guidance, I am ready to take ownership of your books. I will maintain your QBO file with zero uncategorized items, manage payroll/receipt integrations, and deliver pristine monthly statements by the 10th. Beyond routine bookkeeping, I specialize in tightening internal controls, calculating accurate quarterly tax estimates, and executing a seamless year-end close for your federal and state returns. I am committed to prompt communication and proactive workflow optimization to ensure zero tax surprises. Reference : https://www.freelancer.com/projects/accounting/QBO-Intercompany-Cleanup-Reports/reviews Warm Regards, Zahrah & Co. Chartered Accountant
$300 USD in 7 days
4.1
4.1

As a highly skilled and experienced CPA, I am confident I can provide you with the exceptional QuickBooks Online services you need. With an in-depth understanding of U.S. accounting standards, including GAAP and IRS guidance, I have a proven track record of delivering accurate, timely financial reporting and adept tax preparation. My broad range of skills includes bookkeeping, account-reconciling and proficiency in automation features, rules and reporting tools of QuickBooks Online which I believe will enable me to meet your need for a clean and consistent chart of accounts. Moreover, I am passionate about continually improving processes to enhance efficiency and drive better results. I am confident that my experience working with various clients' needs in different industries has equipped me with the ability to understand your unique requirements and provide tailored solutions. Throughout our partnership, I also commit to clear, prompt communication. My ultimate goal is to ensure your satisfaction and exceed your expectations in every aspect of your project. Let's make your financials stress-free by making me a part of your team!
$500 USD in 2 days
4.4
4.4

As a licensed U.S. CPA with seven years of experience specializing in streamlining financial processes, I am the perfect fit for your QuickBooks Online specialist. I understand the significance of maintaining accurate and clear records as well as compliance with IRS and GAAP standards. My expertise in QuickBooks Online alongside NetSuite and Xero will empower me to professionally manage your books, keeping them up-to-date while providing you with monthly P&L statements and balance sheets. Your project will also benefit from my familiarity with various add-ons, such as payroll and receipts capture within QuickBooks Online, allowing me to make the best use of its automation features, rules, and reporting tools. Furthermore, my experience in dealing with accounts payable/receivable and reconciliation will assure that your chart of accounts stays clean and consistent. Finally, one of my key strengths is my commitment to clear, prompt communication. I understand the importance of transparency and reliability when it comes to financial matters thus; you can expect regular updates from me, monthly reconciled QBO files by the 10th of each month, quarterly tax estimates worksheets as well as any adjusting journal entries needed for your year-end financial package. Let's partner together to smooth your accounting process, ensure tax readiness and maximize growth opportunities for your business.
$400 USD in 7 days
3.7
3.7

Hi, Your project is exactly the kind of work I handle for small businesses that need accurate books and reliable financial reporting, not just transaction entry. I'm a Chartered Accountant and QuickBooks ProAdvisor with over 13 years of accounting and bookkeeping experience, supporting businesses in the US, UK, Canada, and Europe. I manage full-cycle bookkeeping in QuickBooks Online, including bank and credit card reconciliations, maintaining a clean chart of accounts, payroll support, month-end close, and management reporting. My approach is straightforward: Keep your QuickBooks file fully reconciled with no uncategorized transactions. Deliver monthly Profit & Loss and Balance Sheet reports on time. Review the books regularly to identify errors, duplicate entries, and opportunities to improve your accounting workflow. Ensure your records are well organized and ready for your tax preparer or CPA at year-end, with all supporting schedules and adjusting entries properly documented. While I am not a licensed U.S. CPA, I work with U.S. accounting standards and have supported numerous U.S. businesses using QuickBooks Online. I also collaborate effectively with external CPAs during year-end reporting and tax preparation to ensure a smooth filing process. I'd be happy to discuss your current bookkeeping process and how I can help keep your finances accurate and up to date. Regards Ahmed.
$500 USD in 7 days
3.5
3.5

Hi, I'd love to help manage your QuickBooks Online bookkeeping and keep your financials accurate, organized, and tax-ready. While I'm not a licensed U.S. CPA, I'm an ACCA-qualified accounting professional, a Certified QuickBooks ProAdvisor, with 10+ years of experience supporting U.S. businesses under U.S. GAAP. I can take ownership of your books, including daily transaction management, bank and credit card reconciliations, AP/AR, chart of accounts maintenance, payroll reconciliations, month-end close, adjusting journal entries, and preparing clean monthly financial statements. I also prepare quarterly tax estimate workpapers and year-end financial packages ready for your tax preparer. I'm highly proficient in QuickBooks Online, including bank feeds, automation rules, receipt capture, reporting, and workflow optimization. I focus on maintaining zero uncategorized transactions, strengthening internal controls, and delivering accurate financial reports on time. I work independently, communicate promptly, and can start immediately with minimal onboarding. I'd welcome the opportunity to discuss your workflow and demonstrate how I can keep your books accurate, compliant, and ready for every filing deadline. Thank you for your consideration. Ali Hassan, ACCA Certified QuickBooks ProAdvisor
$500 USD in 7 days
3.3
3.3

As a CPA, QuickBooks Online specialist with a demonstrated track record of success, I am the ideal candidate to take ownership of your books and ensure they are not just up-to-date but also fully aligned with GAAP and IRS guidelines. With over five years of experience, I can proudly say that my skill set is a loyal fit for your project. Not only do I have a polished understanding of QuickBooks and its automation features, but I'm well-versed with add-ons like payroll and receipts capture. This means I can save you valuable time on mundane tasks while focusing on improving internal controls to tighten the efficiency and efficacy in your financial processes. One aspect where I feel things can be even better optimized is in reconciliations. My detail-oriented approach ensures zero uncategorized items ensuring clean chart of accounts which reflects in my quick turn-around time as well. In addition, meeting reporting deadlines with precision is something I pride myself on which is why you can expect timely financial statements by the 10th of each month and quarterly tax estimate worksheets at the given timeframe. = Lastly, one key element that governs any successful project is clear communication - a quality which I take very seriously. Throughout our journey together, you can count on being informed promptly about any progress or eventuality while maintaining top-tier discretion. Let's simplify your financial matters beyond expectations together!
$500 USD in 7 days
3.0
3.0

Hello My name is Rakshith, a Semi Qualified Chartered Accountant from India. I have 5+ years of experience in Accounting, Taxation, Finance and Auditing. I'm a Intuit QuickBooks certified level 2 pro advisor. I have e prior experience in working with clients using QuickBooks Online and Desktop versions. I have served US based clients using QuickBooks Online, Xero etc. I have extensive knowledge and experience in Bookkeeping, Financial Statements Preparation, Analysis and Audit. I can perform the Bookkeeping and Monthly Reporting of BS and P&L for you. Also will help in tax calculation. Let me know what you think of my proposal. Thank you for your time.
$350 USD in 30 days
2.9
2.9

As a skilled US Certified Public Accountant, I have a deep-rooted understanding of U.S. accounting standards, allowing me to execute all tasks with proficiency. My decade-long experience in financial reporting and audit assurance equips me with an unparalleled dedication to accuracy and compliance. I excel at using my expertise in utilizing advanced data analysis tools to provide strategic insights that can prove valuable for your business. Additionally, I am well-versed in QuickBooks Online, its automation features, rules, reporting tools. Attentive to deadlines and focused on efficiency, I will ensure that every transaction is meticulously recorded and reconciled, leaving no room for uncategorized items. My routine bookkeeping skills blended with my financial analysis abilities enable me to generate monthly P&L's and balance sheets ensuring you have a real-time understanding of your business' performance. Ultimately, what sets me apart is my commitment to clear and prompt communication - a quality that ensures you never miss an update or face surprises at tax filing time. With me as your go-to CPA for Quickbooks Online and tax needs, you can confidently focus on your growth roadmap while relying on me for a clean chart of accounts consistent with your vision and the specific needs of your business. Let's take this journey towards financial success together!
$350 USD in 7 days
2.7
2.7

Minneapolis, United States
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