QuickBooks Cleanup & Monthly BooksKeeping

@fixitconsultech

As a seasoned accounting professional with an emphasis on financial management, I am perfectly positioned to solve your current QuickBooks conundrum. Over the years, I have tackled numerous chart of accounts overhauls and rectified mis-categorizations as part of my comprehensive bookkeeping and tax services. I have the expertise to merge or retire any redundant lines leaving you with a logical structure that mirrors your operational practices. Furthermore, my experience includes providing monthly financial snapshots to small businesses just like yours. Reconciliation of bank and credit-card feeds is second nature to me, ensuring the books balance accurately and anomalies are flagged before they become problematic. Not only am I experienced in using QuickBooks, but I am also prepared to assist in payroll management if necessary as your organization grows. Your peace of mind is my priority. Trust me to stategically manage your financial affairs while enabling growth. Choose expertise; choose a tailored approach; choose confidentiality; choose client satisfaction — choose me!

@mussadiq3

Hi, I have carefully read the project. I’m able to do this. I’m CPA and CBA qualified. I’m pro advisor of QBO and certified accountant of xero also expert in wave , sage, kashflow, kashoo, zoho and Appfolio. I have five years experience in bookkeeping financial reporting and tax. I’m ready to provide you a quality work with perfection. Please open the chat for further discussion. Thanks & regards Mussadiq Hussain

@Zakwan555

CPA License holder Hi, I am an experienced Associate Member the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with 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 plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan

@shahidacca24

Hi, I am a qualified Chartered Accountant from the UK with 7 years of experience in accounts, finance, and Bookkeeping. I can provide you with bookkeeping services in QuickBooks, accounts receivable & Payable management, Banks/credit card reconciliations, and Journal entries. I will also provide you with a 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. Thanks & Regard: Shahid Mehmood

@muzpashacma

Hello, I'd be glad to help clean up your QuickBooks file and provide ongoing bookkeeping support. My approach would begin with a comprehensive review of your Chart of Accounts, transactions, and financial reports. I'll identify and correct misclassified expenses, merge redundant accounts, retire unnecessary accounts, and create a streamlined structure that accurately reflects your business operations. Any required reclassifications will be completed to ensure reliable financial reporting. Once the cleanup is complete, I can manage your monthly bookkeeping by: • Recording and accurately coding all transactions • Reconciling bank and credit card accounts • Performing month-end close procedures • Reviewing books for discrepancies and unusual items • Delivering P&L, Balance Sheet, and Reconciliation Reports • Assisting with payroll if it becomes necessary in the future With experience in QuickBooks Online and small-business bookkeeping, I focus on maintaining clean, accurate, and up-to-date financial records so you can make decisions with confidence. I'd be happy to discuss your current QuickBooks setup and provide a quote for both the one-time cleanup and ongoing monthly bookkeeping. Best regards, Muzammal Pasha

@MrSaiyadRizwan

Hello, I am Mohmed, an experienced professional with over 8 years of expertise in Accounting, Intuit QuickBooks, and Bookkeeping. I have carefully reviewed your project requirements and understand the need for a thorough cleanup of your QuickBooks chart of accounts and ongoing monthly bookkeeping services. To start, I will conduct a comprehensive review of your current chart of accounts, correcting mis-categorized expenses, merging redundant lines, and ensuring a logical structure that aligns with your business operations. For the monthly tasks, I will accurately record and code all transactions, reconcile bank and credit card feeds, close the month in QuickBooks, and provide financial snapshots including P&L, balance sheet, and reconciliation reports. I am keen to discuss your project further. Please start a chat so we can delve into the specifics. Best regards, Mohmed

@RaiUzair

Hello, I am a Pro Xero Certified, QuickBooks Online Advanced Certified, and ACCA-qualified professional with an MBA in Finance and CFA (Financial Modeling & Wealth Management) background. With 20+ years of experience in Accounting, Bookkeeping, Taxation, Financial Reporting, and Management Consultancy, I’ve successfully supported clients across multiple industries, ensuring compliance, accuracy, and insightful financial management. Here’s what I can help you with: ✅ Profit & Loss, Balance Sheet, and Cash Flow Management ✅ Chart of Accounts setup and cleanup ✅ Bookkeeping (Xero, QuickBooks, Sage 50, SAP, Zoho, Wave, Odoo) ✅ Financial Reporting & Analysis ✅ Taxation – U.S., U.K. (HMRC Registered Agent), and Australia (ABN/ACN, Personal Tax) ✅ Business Plans, Financial Forecasting, and Valuations ✅ ERP/CRM Consulting & System Documentation ✅ Grant Application & Zapier Integration I take pride in providing accurate, timely, and professional financial services tailored to your specific business needs. My focus is always on adding real value, improving efficiency, and helping you make informed financial decisions. Let’s discuss your project requirements — I’m confident I can deliver exceptional results and exceed your expectations. Best regards, Imran Chartered Accountant | Financial Consultant (Xero & QuickBooks Certified | ACCA | MBA | CFA Passed)

@mohamedahmedmoha

As a seasoned finance and accounting expert with over 15 years of experience, specializing in remote bookkeeping using Intuit QuickBooks, I'm confident I can tidy up your company's financial records. My proficiency extends beyond reconciling accounts and tracking transactions; it includes the vitalizing process of streamlining the chart of accounts--an essential step that improves visibility into your company's financial health. Your excitement about getting a logical structure to align with your operations resonated deeply with me. On a monthly basis, I'll diligently record and code all transactions, reconciling bank and credit-card feeds to ensure your books tie-out immaculately. My impeccable attention to detail guarantees I'll spot any discrepancies and anomalies promptly before they snowball into larger problems. Moreover, my grasp of payroll systems positions me adequately should you require that service in the future. Though currently not a fixed requirement for your team size, my ability to handle multi-company and multi-currency accounting affirms my adaptability. I've also got you covered on P&L and balance-sheet reviews - your peace of mind is my priority. With me on board, don't just expect accuracy; anticipate clarity in your finances that necessarily leads to better business decisions. Let's make your finances work for you!

@curtisafolsom

I’m Curtis Folsom, a freelance bookkeeper and business solutions consultant based in Athens, GA. Local businesses are my passion, so I left the comfort and stability of my full-time accounting job to focus on helping other business owners succeed by taking the administrative load off your plate so you can focus on what you really love - serving your customers and growing your business. I have an accounting degree from the University of Georgia and have financial experience in multiple industries. Over the course of my career, I’ve been responsible for a little bit of everything from bookkeeping, bank reconciliations and budgeting to more advanced special projects such as leading software transitions, historical data cleanup and more. What fuels me is solving problems and creating efficient systems to save time and energy. From multi-billion-dollar corporations to local businesses and nonprofits, I've worked with organizations of all sizes, and I would love to bring my breadth of knowledge to your company. As a Certified Advanced QuickBooks ProAdvisor and Certified Xero Advisor, I have a strong background in accounting and can ensure accurate financial records, categorize expenses, run payroll, handle invoicing, bank reconciliations and more. My experience across several industries will be at your fingertips to help you tidy up your records and help you grow.

@nNamanrRathi

I have recently completed a few projects similar to this, including QuickBooks cleanup, chart of accounts restructuring, expense recategorisation, and ongoing bookkeeping support. I have a few questions: 1. Are all 3 years of QuickBooks data reconciled, or is there any cleanup pending besides the chart of accounts 2. How many bank and credit card accounts are connected to QuickBooks 3. Do you need class or location tracking to be included in the new chart of accounts structure About me I am a Chartered Accountant and CPA with over 8 years of experience working with global clients. I work on QuickBooks for bank categorisation, journal entries, reconciliation, and financial reporting while keeping tax laws in mind. Though my presence is new here, I have served more than 200 clients till date.

@KirubaNadarajan

Hi there, This sounds like a great fit. I can help clean up your QuickBooks file by reviewing the chart of accounts, correcting miscategorized transactions, consolidating redundant accounts, and creating a structure that better reflects your business operations. For ongoing support, I can handle: • Transaction coding and bookkeeping • Bank and credit card reconciliations • Monthly close process • P&L, Balance Sheet, and reconciliation reports • Payroll support if needed in the future A few quick questions: • Are you using QuickBooks Online or Desktop? • Approximately how many transactions do you process each month? • Have your accounts been reconciled consistently over the past three years? I'd be happy to review the current setup and discuss the cleanup approach and ongoing monthly requirements. Thank you

@sheza381a

As a QuickBooks whiz, I assure you I'm equipped with all the necessary skills and experience to give your books the clean-up they desperately need. My passion for efficiency will ensure that not only are all the mis-categorized expenses corrected but also redundant lines merged or retired. Your chart of accounts will have an intelligible structure in line with your operational needs. Not only will you benefit from my cleaning expertise but also my month to month commitment to your finances; I'll record and correctly code all transactions, reconcile bank and credit-card feeds ensuring that your books match up, and finally close each month in QuickBooks while elucidating any potential anomalies before they become problems. Furthermore, my proficiency in a range of accounting software including QuickBooks ensures you get top-tier financial snapshots providing you better insights into your business' financial health. Though payroll is not currently a fixed requirement for you, I'm 'Possibly' at your service when the need arises. Reliability and adaptability are core values to me. I have successfully served small businesses just like yours, managing teams smaller than 10 people on both part-time as well as full-time basis. Choose me for this task and you choose peace of mind, simplistic and data-efficient financial journey that safeguards your confidentiality at every step. Don't settle for less;let's our way through this!

@mobimubasir

I’d start the clean-up by auditing your 3-year QuickBooks data, merging/retiring redundant accounts, and recoding misclassified expenses so your P&L actually matches how you operate, then lock in a logical chart of accounts. For ongoing work I’d record + code transactions, reconcile bank/CC feeds, close the month in QuickBooks, and flag anomalies with your P&L, balance sheet, and reconciliation reports — I can share a flat monthly fee + clean-up quote once I see transaction volume and current account list.

@SyedTaha04

Hi, What caught my attention is that you’re not just looking for a bookkeeper—you want someone to first clean up the foundation of your QuickBooks file and then maintain it properly going forward. An inconsistent chart of accounts can make reporting unreliable, even when transactions are entered correctly. I have experience with QuickBooks Online, bookkeeping, account reconciliations, chart of accounts cleanup, and month-end close processes. I’d be happy to share relevant samples of similar work. My approach would be to first review the existing chart of accounts, identify misclassified expenses, merge redundant accounts, and create a cleaner structure aligned with how your business operates. Once the cleanup is complete, I can handle ongoing transaction coding, bank and credit card reconciliations, month-end close, and financial reporting. You can expect: • Chart of Accounts cleanup and restructuring • Accurate transaction categorization • Monthly reconciliations • P&L, Balance Sheet, and reconciliation reports • Identification of unusual transactions before month-end close I would be happy to review your QuickBooks file and provide a fixed quote for the cleanup, along with a monthly fee for ongoing bookkeeping support. Looking forward to discussing the details.

@Zahrah282

Hello Sir/Miss, Hope you are doing well, I will clean up your QuickBooks and provide accurate monthly bookkeeping for your start-up. First, I will audit your Chart of Accounts, reclassify miscoded expenses, merge redundant lines, and build a logical structure tailored to your operations. For ongoing monthly support, I will: Code all transactions accurately. Reconcile bank and credit card feeds. Deliver monthly P&L, balance sheets, and reconciliation reports. I am also fully equipped to handle your part-time payroll when needed. I estimate the one-time cleanup will take 7 days. My ongoing monthly fee is $400. Let's connect! If you'd like to tailor this proposal further, please share: Your preferred price estimate for the cleanup and monthly rate. The timeline or deadline you have in mind for the initial overhaul. Warm Regards, Zahrah & Co. Chartered Accountant

@AdeebaShamsi

Being a CA finalist with 4 years of experience, I have developed an understanding of QuickBooks that could benefit your start-up tremendously. My knowledge of the software runs deep - I can untangle your existing chart of accounts and ensure a logical structure that truly mirrors your business process. Furthermore, my proficiency in reconciling bank and credit card feeds ensures that your books will seamlessly tie out every month. I understand how important it is for business owners to have a clear overview of their company's financial health. That's why I am meticulous about recording and correctly coding all transactions, and I'll be crucial in flagging any anomalies so that potential issues are nipped in the bud. Additionally, as part of my comprehensive offerings, I can provide you with Standard financial snapshots (P&L, balance sheet) which will give you deeper insights into the monetary inflow and outflow trend. Although payroll is not a fixed requirement for now, my expertise in Payroll management ensures that if there comes a time where payroll becomes necessary, I got you covered! My monthly fee is competitive and will provide you great value for money. So let's get those books sorted ASAP!

@revival786

Greetings! I will clean up your QuickBooks chart of accounts, recategorize expenses, merge redundant lines, and create a logical structure. Then monthly I will record transactions, reconcile bank and credit cards, close the month, and provide P and L, balance sheet, and reconciliation report. Send your QuickBooks access. Thanks, Revival

@tusharbhatt54321

Hi, I am a QuickBooks Online ProAdvisor Certified professional with 7+ years of experience in bookkeeping, reconciliations, financial reporting, and accounting clean-up projects. Your requirement aligns well with my experience. I would begin by reviewing the existing Chart of Accounts, identifying misclassified transactions, redundant accounts, and reporting inconsistencies. The objective would be to create a streamlined structure that accurately reflects your business operations while improving the reliability of future financial reporting. Following the clean-up, I can provide ongoing monthly support, including: • Transaction recording and categorization • Bank and credit card reconciliations • Month-end close procedures • Review of unusual transactions and discrepancies • Monthly P&L, Balance Sheet, and reconciliation reports I currently support businesses across Canada, Australia, and the UK and focus on maintaining clean, audit-ready books with consistent month-end reporting. Payroll support can also be accommodated in the future if required. I would be happy to review your QuickBooks file and discuss the current account structure before proposing the clean-up plan and ongoing workflow. Best regards, Tushar Bhatt QuickBooks Online ProAdvisor Certified Xero Certified Advisor

@rockfortglobal

Hi My name is Param Ramanan form Rockfort Global based out of Adelaide. Our team has extensive experience with QuickBooks bookkeeping, chart of accounts restructuring, reconciliations, and month-end financial close processes for small businesses. We can perform a thorough review of your existing chart of accounts, correct misclassified transactions, merge redundant accounts, and create a clean, scalable structure aligned with your business operations. Following the cleanup, we can provide ongoing monthly bookkeeping, transaction coding, bank and credit card reconciliations, and timely month-end closing with accurate financial reports. We will proactively identify discrepancies and provide clear financial insights to support your business growth while maintaining accurate and reliable books. Please google the name of our company or my name for more information. I request you to please connect with on the freelancer chat so we can discuss your needs further. Kind Regards Param Ramanan