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My company shut down operations in December of 2024 and is filing for bankruptcy and the books are in disarray. Everything has run through QuickBooks, but little of it reconciles, and one year of tax returns are still outstanding. I need a licensed CPA who can dig into the file, trace every transaction, and rebuild reliable financial statements that will stand up to trustee and IRS scrutiny. The immediate priorities are threefold: sorting and organizing every financial record, preparing and filing the late federal and state returns, and compiling the schedules the bankruptcy court will require. QuickBooks data - complete, partial, and sometimes duplicated - will be your starting point, we also have all of the business bank statements for the year available so solid forensic accounting skills inside that platform are essential. Deliverables • Reconciled QuickBooks file with supporting work-papers • Clean year-end financial statements for all delinquent periods • Completed and e-filed federal & state returns, with confirmation receipts • Bankruptcy schedules P&L ready for my attorney I will provide full QuickBooks access, bank and credit-card statements, legal correspondence, and any other source documents I can locate. Please outline your approach, estimated timeline, and any additional information you need up front so we can move quickly.
Project ID: 40707779
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28 freelancers are bidding on average $471 USD for this job

I am Muhammad Asad, a seasoned CPA well-versed in every aspect of accounting and taxation. My proficiency spans from an intricate understanding of QuickBooks to forensic accounting, making me the ideal candidate to address your bankruptcy books. With my meticulous attention to detail, I will methodically sort through your financial records, trace each transaction, and rebuild accurate financial statements from your QuickBooks data. Being a certified tax professional, I also have extensive experience in preparing and filing both federal and state returns—a crucial task in your case. From delinquent tax returns to compiling comprehensive bankruptcy schedules, I guarantee you a complete resolution to your current financial predicament. Choosing my services also means prioritizing efficiency, confidentiality, and above all, client satisfaction. Through personalized solutions and open communication throughout the process, I aim to alleviate any concerns you may have while providing you with peace of mind that your financial affairs are in order. Let's start the journey towards securing your financial future together!
$750 USD in 7 days
8.9
8.9

Shutting down operations can be a challenging and complex process, but rest assured, I've got the expert skills and experience to handle your unique situation with ease. As a licensed CPA with over six years of experience, I have a keen eye for detail and solid forensic accounting skills that will allow me to trace every transaction in your QuickBooks records. One thing that sets me apart is that I don't just crunch numbers, I also strive to simplify complexities and empower businesses with financial clarity - which is exactly what you need in this bankruptcy scenario. My proficiency in Intuit QuickBooks coupled with my advanced Excel skills makes me an ideal fit for sorting and organizing your financial records. Additionally, I'm well-versed in tax preparation which means I can meticulously prepare and file both the outstanding federal and state returns for you. Being a skilled juggler of tasks, I'll make sure to meet all your deliverables, including a reconciled QuickBooks file and clean year-end financial statements. You can also count on me for compliant filing of bankruptcy schedules P&L ready for your attorney. With our combined efforts, we can maneuver through this bankruptcy process swiftly while putting forward reliable financial statements to withstand detailed trustee scrutiny or any IRS audits. Let's transform your finances into your biggest strength together!
$570 USD in 7 days
6.1
6.1

As a seasoned, detail-oriented CPA, I offer the comprehensive skill set and dedication your bankruptcy cleanup project demands. My extensive experience with QuickBooks Online means I'm well-versed in troubleshooting complex issues and reconciling financial data effectively, making me the perfect match for fixing your disjointed records. Additionally, I have solid forensic accounting expertise; my ability to trace every transaction while maintaining meticulous financial records will give you the reliability and accuracy that withstands scrutiny in front of both trustees and the IRS. My proficiency with tax compliance is also critical to this project. I've helped numerous clients with late federal and state returns, ensuring they are completed meticulously and filed on time. Your business bank statements and legal correspondence will be invaluable in reconstructing your financials, and my adeptness with Microsoft Excel will help leverage this data for accurate financial statements. Lastly, I understand the sensitivity surrounding a project like this, which is why my commitment to privacy is steadfast. Protecting your financial information is integral to my work ethic. Let's collaborate on simplifying your bankruptcy process and providing you with organized, trustworthy documents ready to present to both the bankruptcy court and your attorney. Together, we can navigate through this challenging phase efficiently and excellently.
$600 USD in 7 days
4.7
4.7

In the realm of numbers, there's only one way to operate: with utmost precision and clarity. Thankfully, by choosing me, Muhammad Ali for your project, you're getting a highly skilled and detail-oriented accountant with extensive experience in bookkeeping and Intuit QuickBooks - skills crucial when it comes to untangling complex financial situations like yours. Utilizing my forensic accounting skills, I'll diligently trace every transaction and sift through your QuickBooks data to ensure every record is sorted, organized, and reconciled accurately. By transforming this chaos into clear-cut financial statements, we won't just appease the bankruptcy court or the IRS but also provide you with an authentic account of your financial history. Moreover, my proficiency in Microsoft Office tools, particularly Excel, will streamline this project by producing meticulous work-papers that support your rebuilt QuickBooks file. In addition to delivering clean year-end financial statements for all delinquent periods and e-filing federal & state returns promptly, I can assure you of my dedication to providing customer satisfaction with every project. I appreciate your trust in me with such a critical task, and I promise not to let you down at any step of the way.
$500 USD in 3 days
4.4
4.4

With a project as complex and vital as yours, Muhammad Waqar, CPA and seasoned bookkeeping professional, is an ideal fit. With five years of experience in various accounting software including your central tool, QuickBooks, any misconception or duplication in your records would be swiftly identified and resolved with my efficient eye for detail. I'd not only reconcile your QuickBooks file but also generate supporting workpapers to increase credibility, essential for both trustee and IRS scrutiny. A significant aspect that distinguishes me is my proficiency in tax preparation which makes e-filing federal and state returns a breeze for me. This aligns brilliantly with one of your foremost objectives. Additionally, I can leverage this skill towards providing clean year-end financial statements required by the bankruptcy court. Use of this fittingly caters for all immediate priorities. Lastly, I propose an approach involving meticulous data entry and categorization, followed by comprehensive bank reconciliation which will lead to understanding how well the data syncs. This would complemented by effective invoicing and billing management alongside dedicated tracking of expenses using my financial reporting skills resulting in timesaving yet detailed financial insights for your business.
$500 USD in 7 days
3.3
3.3

I can bring structure and audit-ready reliability to a disorganized QuickBooks file by systematically rebuilding the books from source records, reconciling transactions, and documenting the work so the resulting financials are defensible for bankruptcy and tax purposes. Thank you for considering my proposal. I have gone through the requirements in detail. My approach would begin with a complete QuickBooks diagnostic, transaction-level review, duplicate identification, bank and credit-card reconciliation, and tracing of unusual or unsupported entries against the available statements and source documents. I will then rebuild accurate year-end balances and financial statements, prepare the outstanding federal/state tax returns, and compile bankruptcy-ready P&L schedules and supporting workpapers. I will maintain a clear audit trail of adjustments, reconciliations, assumptions, and unresolved items so your attorney and tax authorities can understand how the final figures were derived. I can also provide a structured timeline after reviewing the QuickBooks file and volume of transactions. I have uploaded samples similar to this project completed by me earlier in my profile. With 10+ years of experience, and as a Chartered Accountant (ICAI) and CPA, I bring strong expertise in accounting, reconciliation, financial statements, forensic review, and tax-related financial analysis.
$250 USD in 1 day
2.9
2.9

Having encountered various complex bookkeeping situations throughout my career, your bankruptcy project aligns well with my expertise. I am an adept problem solver, capable of navigating through messy financial records within the QuickBooks platform. My experience in forensic accounting allows me to meticulously trace every transaction and rebuild reliable financial statements that can withstand IRS scrutiny. As a Certified QuickBooks ProAdvisor and experienced Senior Accounts Executive, my skill set resonates with your immediate needs. I'm proficient in utilizing QuickBooks to its full potential, ensuring comprehensive and precise data organization that guarantees a clean year-end financial statement and streamlined bankruptcy schedules. Beyond just fixing problems, I prioritize data accuracy as it is essential to build a solid foundation for your company's future legal proceedings. Given the high stakes of your project; I understand the importance of clear communication and efficient time management. I'm confident that I can complete your project on time without compromising quality. Moreover, I believe that my experience combined with my attention to detail can not only deliver what you need but exceed your expectations. Let's work together to resolve this challenging situation for your business and start anew!
$610 USD in 7 days
2.2
2.2

As an experienced Certified Public Accountant with a keen eye for detail, my main objective is to leave no stone unturned in your financial records. I understand the urgency of your situation and will meticulously trace and rebuild every transaction in your QuickBooks data to deliver a reconciled file that aligns perfectly with all source documents. My skills as a forensic accountant will be put to full use as I sort, organize, and leverage your bank and credit-card statements to reconstruct accurate financial statements that withstand IRS scrutiny. My estimated timeline for this important project is three months, which accounts for making sure each task is dealt with thoroughly and accurately within an appropriate timeframe. Being an expert user of QuickBooks platform, I am well-versed in its features and can guarantee efficient utilization that minimizes duplicated efforts. In conclusion, my 5+ years of comprehensive experience in handling essential accounting tasks combined with my commitment to absolute precision make me the ideal candidate for this project. You can certainly trust that I will always keep your best interests in mind throughout this challenging process.
$250 USD in 7 days
2.0
2.0

Hello! I can meticulously clean, trace, reconcile, and rebuild your QuickBooks records using the complete bank/credit-card statements, with organized workpapers and reliable financial statements suitable for review by your attorney, trustee, and tax professional. I’ll establish a clear transaction-by-transaction audit trail and help organize the bankruptcy schedules and outstanding filing requirements. With strong experience in B2B Lead Generation, Excel, QuickBooks, and Data Automation, I provide accurate, efficient, and well-organized solutions tailored to your business requirements. My Expertise: B2B lead generation, targeted prospect research, data collection & cleaning, Advanced Excel, formulas, dashboards, PivotTables, data analysis, VBA/Macros, Google Sheets, QuickBooks bookkeeping, transaction management, reconciliations, income/expense tracking, and financial reporting. I also specialize in data automation and workflow optimization, helping businesses reduce repetitive manual tasks and improve overall efficiency. You’ll receive clean, accurate, fully editable, and well-structured work, with clear communication, attention to detail, and reliable delivery. Portfolio: https://www.freelancer.com/u/muhammadj121 Best regards, Junaid
$250 USD in 5 days
1.8
1.8

With the complexity and urgency of your project, you need someone with a wealth of experience and a laser focus on detail like me, Bakht. Over my 19 years in accounting and finance, I've consistently demonstrated my ability to bring order to chaos, as well as strategically plan for sustainable growth. My skill set in Bookkeeping and Intuit QuickBooks is the perfect match for this task at hand. I understand that one of the biggest concerns in a bankruptcy case is the preparation of reliable financial statements that will satisfy both the trustee and IRS scrutiny. With my meticulous approach, I will efficiently untangle the disarrayed QuickBooks file and trace every transaction, leaving no stone unturned. I not only have the technical ability to perform forensic accounting within the platform but also a keen understanding of tax compliance laws. Moreover, understanding that your immediate priorities lie in filing your late federal and state returns, as well as preparing the required bankruptcy schedules, let me assure you that I am not only experienced but also highly prepared for such tasks. My previous clients often commended me on my ability to adhere to tight deadlines without compromising quality. Choosing me would ensure a comprehensive resolution to your financial needs and peace of mind amidst these challenging times. Let's move forward towards financial clarity together!
$250 USD in 7 days
1.4
1.4

My proven skills in data modeling and cleaning will be invaluable throughout the process, as they will help me organize, reconcile, and make sense of the complex and often messy data in your QuickBooks. Additionally, my expertise in financial analysis and planning ensures that the final deliverables will not only meet the strict requirements of bankruptcy court schedules but also provide you with valuable insights regarding your business operations. Moreover, let's not forget my commitment to integrity, clear communication, and fast turnaround times. You've already made significant progress by providing full access to your important financial documents; I intend to honor that trust by delivering top-notch work within an efficient timeline. With me on board, you'll not only get a skilled forensic accountant but also a reliable partner who values your time by providing automated tools that will transform how you manage your financials even after this project is concluded. Let's chat!
$250 USD in 5 days
1.2
1.2

I'm an expert bookkeeper, with lots of experience. I am also profecient in QBO and have experience of U.S. tax filing Federal and Estate tax. And resourceful. Detailed and problem solver.
$750 USD in 30 days
0.0
0.0

Hi I am a qualified Chartered Accountant with 4 years of experience in forensic accounting, QB Online reconciliation/cleanup, financial reporting, and tax return preparation and e-filing. I specialize in rebuilding disorganized QuickBooks files and preparing clean, trustee/IRS-ready financials for businesses in distress. My approach is sort and reconcile all QB data against bank/credit card statements, rebuild accurate year-end financials with supporting workpapers, and prepare and e-file delinquent federal & state returns plus bankruptcy schedules. To move quickly, could you please confirm Which tax year is outstanding, States you operated in, and Your bankruptcy case number/filing date I can start immediately and provide confirmation receipts for all filings. Regards, Marifa Nasir
$387 USD in 7 days
0.0
0.0

Hi, I’m interested in supporting the financial cleanup and reconciliation side of this project. I have strong experience with Excel, financial data organization, transaction records, reconciliation, claims/back-office documentation, and working carefully with large amounts of information. I can help organize the available QuickBooks data, bank and credit-card statements, supporting records, and duplicate or inconsistent transactions into a structured workflow. I can systematically compare transactions against the bank statements, identify missing or duplicated entries, investigate discrepancies, and prepare clear supporting workpapers for review. My approach would be to first preserve and organize the existing records, then reconcile the bank and credit-card activity period by period, document unresolved differences, and establish a clean transaction history that can be used to prepare reliable financial reports. For the delinquent tax returns and bankruptcy schedules, I understand that a licensed CPA/tax professional and your attorney may need to review, prepare, sign, or file the final documents. I can provide the organized accounting data and supporting schedules they need. I’m detail-oriented, methodical, and comfortable handling sensitive financial records. I’d be happy to discuss the current QuickBooks condition, transaction volume, and required timeline.
$250 USD in 7 days
0.0
0.0

Hi, With over seven years of accounting and bookkeeping experience across QuickBooks, Xero, Zoho Books, Sage 50, and Odoo, I can bring order to your disarrayed books and prepare the filings and schedules your bankruptcy proceeding requires. My approach: I'll review the existing QuickBooks data against your bank and credit-card statements to identify what's complete, partial, or duplicated, treating the bank statements as the source of truth for reconstruction. I'll reconcile systematically, resolving duplicates and gaps, and produce clean year-end financial statements for the delinquent periods, supported by clear work-papers documenting how figures were derived — important given this will face scrutiny in a bankruptcy context. Once reconciled, I'll prepare and e-file the outstanding federal and state returns, retaining confirmation receipts as proof. I'll then compile the P&L and supporting schedules your attorney needs for the bankruptcy filing, formatted for direct use by legal counsel. Estimated timeline: an initial review of the QuickBooks file and statement volume would let me confirm a firmer number, given the scale of reconstruction needed. Additional information needed upfront: QuickBooks access, the full year's bank/credit-card statements, prior-year returns for continuity, and any court-set filing deadlines, so I can prioritize accordingly. Kind regards, Muhammad Amish Imtiaz
$250 USD in 7 days
0.0
0.0

As a seasoned bookkeeping professional with over 5 years of experience, I have the skills and technological know-how you need to get your books back in order. My expertise includes QuickBooks Online, which means I'm well-versed in every aspect of the platform and can navigate even the most tangled financial records to provide highly accurate and reconciled statements. Beyond my technical skills, I believe my meticulous attention to detail will be an invaluable asset to your project. With bankruptcy proceedings, IRS scrutiny, and tax filings, precision is key, and I can assure you that no transaction will escape my thorough examination. Moreover, my ability to produce crystal clear and customized financial reports will serve as an efficient tool for you in understanding the progress of your case. Lastly but importantly, I place a great emphasis on confidentiality. As a CPA who has worked with several businesses in similar situations, I am well-versed on the sensitivity of such processes and guarantee that your information will remain private. By choosing me, you're choosing an efficient partner who is passionate about delivering high-quality results. Let's simplify your financial journey together!
$460 USD in 7 days
0.0
0.0

Accountant access to the QuickBooks file. Full PDF copies of all 2024 bank and credit card statements (including December closing statements). The prior year's filed tax return (2023) to verify opening balances and retained earnings. Entity classification (e.g., S-Corp, C-Corp, or Multi-member LLC) and state of filing. I am ready to sign an NDA and review the initial file today to get this off your plate quickly.
$250 USD in 10 days
0.0
0.0

Peoria, United States
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