Ongoing Xero or QB Bookkeeping & Tax Prep

@fixitconsultech

With a proven track record in end-to-end bookkeeping on Xero and QB, my team and I are ideally suited to handle the day-to-day financial management of your small business. We are fully adept at capitalizing on the platforms' functionalities to keep your general ledger pristine, reconcile accounts payable/receivable, and ensure all transactions are accurately coded and matched. The fact that you already have bank feeds connected makes it an even smoother transition for us. Our structured approach will enable us to close the month consistently within your preferred timeline. Beyond just routine bookkeeping, we understand the occasional need for management reports or variance explanations. Our commitment is to deliver clear and well-formatted Xero reports, providing actionable insights into your business without eating into too much of your time. When tax season rolls around, you can rest assured that we'll prepare a meticulous documentation pack - trial balance, supporting schedules - all neatly organized and exported from Xero to make it simple for your accountant. While we're not signing the return ourselves, our thoroughness ensures you get an error-free report that sets you up for a smooth filing process. All these services come with the added benefit of our predictable fixed monthly pricing structure, so you always know what to expect.

@NIKITALILA

Hi There, We are a team of experienced bookkeepers, including Certified Xero Advisors and Certified QuickBooks ProAdvisors. We can manage your monthly bookkeeping, transaction coding, bank reconciliations, A/P and A/R, general ledger reviews, and financial reporting in either Xero or QuickBooks. We can also prepare management reports, explain basic variances, and organise a complete year-end documentation pack, including the trial balance, supporting schedules, and relevant notes for your accountant. Please note that we typically work on an hourly basis, tax preparation, tax filing, and payroll processing are not included in our service scope. Hit me up and we can talk in detail. Regards, Nikita and her team at Affiliazion (D)

@muzpashacma

Hey there, Your business deserves accurate, timely bookkeeping that keeps the general ledger clean and ensures every month closes without delays. Every bank transaction will be properly coded, reconciled, and reviewed, with unmatched items resolved promptly to maintain reliable financial records. You can expect well-organized accounts payable and receivable, accurate financial statements, and clear management reports whenever additional insights are needed. At year-end, your accountant will receive a complete, error-free documentation pack, including the trial balance, supporting schedules, and all necessary Xero exports, making tax season straightforward and efficient. With professional experience in Xero, QuickBooks Online, bank reconciliations, financial reporting, and month-end close, meticulous attention to detail and consistent communication are always a priority. A fixed monthly rate and a typical turnaround of 3 business days after month-end can be provided. I would welcome the opportunity to discuss how your bookkeeping can be managed efficiently throughout the year. Kind regards, Muzammal Pasha

@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

@simplifitax

As an experienced Chartered Accountant and ACA qualified professional with 9 years of experience, I am well-versed in managing and maintaining the financial health of startups and growing businesses. My expertise includes accounting, financial consulting, tax planning, auditing, compliance, as well as working with platforms including Xero and QuickBooks. I understand the importance of maintaining a meticulous and error-free ledger while keeping A/P and A/R balanced on time. Moreover, my knowledge extends beyond routine bookkeeping to offering support in preparing management reports or analysis when required - skills that make me capable of tailoring my services to your unique needs. My role doesn't stop at delivering standard financial statements; instead, my main aim is to provide you with practical, accurate, and business-focused solutions that align with your goals of staying compliant and making smarter financial decisions. Lastly, one of the key strengths I bring is a deep understanding of tax filing preparations. I am fully equipped to prepare a complete documentation pack that supports your year-end requirements without any errors or inconsistencies - streamlining your collaboration with your accountant. With my skill set, commitment to detail, and proven abilities in Xero operations (alongside QuickBooks), I assure you that your company's books will be in great hands all year long.

@miansajid3000

Hi, I'd be happy to take ownership of your monthly bookkeeping and ensure your Xero or QuickBooks file stays accurate, organized, and ready for both management reporting and year-end tax preparation. My approach is to keep your general ledger clean, reconcile bank feeds regularly, maintain accurate A/P and A/R, and resolve any unmatched transactions before month-end. You'll receive timely financial statements, and whenever needed, I can provide clear variance explanations and management reports. At year-end, I'll prepare a complete documentation package—including the Trial Balance, supporting schedules, and reconciliation reports—so your accountant has everything needed for a smooth tax filing process. I have extensive experience with both Xero and QuickBooks Online and can guarantee month-end completion within 5 business days after the close. I also offer a fixed monthly pricing model based on your transaction volume. I'd be happy to discuss your business and provide a fixed-price quote that works for you. Best Sajid

@saadik1919

As an experienced and dependable financial professional, I believe I'm the ideal candidate for managing your small business's Xero or QB bookkeeping needs. With over 6 years in the industry, I've developed an in-depth understanding and mastery of these platforms, providing you a level of expertise that will ensure your paperwork is handled accurately, efficiently and on time. I not only streamline bookkeeping using advanced data entry techniques and reconciliations but also offer valuable insights to empower your business to make informed decisions. A key highlight is my ability to respond proactively to any needs you may have, whether it's generating regular reports or performing quick variance analysis. I am dedicated to not only just providing financial transparency but delivering results that enable your business growth. Moreover, I maintain strict confidentiality in all aspects of my work and will meticulously prepare a complete documentation pack for your accountant at year-end, including a trial balance, supporting schedules and other necessary notes to ensure a seamless tax filing process for you. My dedication to quality, efficiency, and a predictable fixed monthly price makes me an excellent fit for your project. Let's discuss further how I can be your trusted steward of financial clarity while giving уou more time to focus on building and expanding уour business!

@jinufeb14

Having ranked among the top 1% of freelancers, I can confidently say that I am your ideal match for this project. My comprehensive understanding and proficiency with both Xero and QuickBooks make me exceptionally equipped to handle your day-to-day bookkeeping needs. With an acute attention to detail and advanced problem-solving skills, I will ensure that every account payable and receivable item is meticulously posted, matched, and reconciled. Moreover, being an expert in cloud technology makes me capable of delivering the swift and organized turnover you expect. With me by your side, you won't have to worry about unmatched transactions or inconsistent timetables disrupting the immaculate state of your general ledger. My commitment to precise coding and prompt follow-ups will guarantee the accuracy and efficiency of your bookkeeping process. As we approach year-end, my proficient accounting skills will come into play as I prepare a faultlessly documented pack for your accountant's use. The neatly organized file will include a comprehensive trial balance, as well as all necessary supporting schedules and notes required for tax filing. In hiring me, you're choosing reliability, accuracy, and efficiency- the three fundamental traits any skilled bookkeeper must possess. I look forward to working with you and maintaining impeccability in your business's financial records

@zafarfarooq612

Hello, I am a Xero bookkeeping specialist who will keep your general ledger spotless, manage A/P and A/R, reconcile all bank feeds, code transactions, and close each month on schedule. I will also provide management reports and variance explanations when requested, and at year‑end, deliver a complete documentation pack (trial balance, supporting schedules, notes) for your accountant. I am meticulous and responsive. Please share Xero access. I can start immediately. Thank you. Regards, Zafar

@mfaisal3096

Hi, I specialize in Xero bookkeeping and can efficiently manage your monthly requirements, ensuring your general ledger is maintained accurately with all accounts payable and receivable reconciled. As a Chartered Accountant (ACCA) with 7 years of experience, I bring extensive knowledge in bookkeeping, data entry, and financial analysis. My process involves coding transactions promptly, addressing unmatched items, and delivering well-structured management reports as needed, ensuring a smooth month-end close. I can guarantee adherence to your timeline and uphold clear communication throughout our collaboration. I typically charge a fixed monthly fee and can assure you of prompt delivery for all tasks. What specific timeline do you envision for the month-end reconciliation?

@MWAF

I have vast experience of management accounts reconciliations involve the management reporting, preparation of Financial reports, and reconciliations. Being a professional able to join immediate full time accounting position , can manage a team, and ability to oversee the full cycle of accounting. https://www.freelancer.com/u/MWAF I have expertise to add value in your requirement: == > Book keeping services in accounting software like Quick Books, Xero, Oracle, Myob, Dynamics Ax, Dynamics 365, Sage == > Accounts Payable (A/P) & Accounts Receivable (A/R) Management, respond to client's vendors and internal team members regarding all aspects of the accounts payable, Account Receivables == > Perform the full Accounts Payable cycle, ensuring invoices/expenses reports disbursements are accurate with the relevant approved document in accordance with the payable policies and procedures == > Maintaining Customer Accounts, follow up for balance due, Creating Estimates, Issue invoices to and collect from customers == > Reconcile bank accounts and petty cash accounts == > Completion of month end closing tasks, including reconciliation of banks, Paypal, Accounts payable sub-ledger to general ledger and journal entry processing == > Prepare financial statements & other related financial reports, analysis == > Ms Excel, Word, Power Point, Outlook. Google Sheet, Google doc == > Dropbox, One drive, Google drive Sharing the details can enable us to move forward. Regards

@sheza381a

As a dedicated and detail-oriented bookkeeping professional, I firmly believe that my skills and experience make me the perfect fit for your ongoing Xero or QuickBooks needs. With a significant familiarity in both platforms - specifically Xero, which I know like the back of my hand, I can guarantee you a meticulous and efficient service that will keep your financial records spotless and up to date. What sets me apart is not just my proficiency in managing your day-to-day bookkeeping needs, but also my ability to provide actionable insights through clear and well-formatted financial reports whenever requested. I've maintained a high level of accuracy throughout my 5+ years in accounting and tax preparation, which is paramount when it comes to delivering a neatly organized documentation pack for your year-end needs. One of the core pillars of my service is ensuring open, transparent, and reliable communication with my clients. This means that you can confidently count on consistent, predictable pricing and quick turnaround times for each month's close. To summarize, if you're looking for someone who is meticulous, responsive and comfortable inside Xero, then look no further! I'm Sheza Sakhawat and I'm ready to help you manage your finances more effectively.

@nNamanrRathi

I have a few questions: 1. What is your business entity: LLC, S Corporation, C Corporation, or Sole Proprietorship? 2. Approximately how many transactions and bank accounts need to be managed each month? 3. Are your books currently up to date, or is there any historical cleanup required before the ongoing monthly work? About me I am a Chartered Accountant and CPA with over 8 years of experience working with US and global clients. I am an expert in accounting, AR/AP management, budgeting, reconciliations, and financial reporting using Xero and QuickBooks. I do accounting while keeping tax laws in mind. Though my profile is new here, I have served more than 300 clients till date.

@samihaalisyed

Hello there, I am highly interested in taking over the day-to-day bookkeeping for your small business. With over seven years of professional experience managing financial operations for multiple clients, I specialize in keeping general ledgers spotless. As a QuickBooks Online certified professional with extensive daily experience in Xero, I am perfectly equipped to manage your bank feeds, accurately code transactions, and rigorously reconcile every AP and AR item. I guarantee your books will be closed on a consistent, reliable timetable each month, and I am always ready to provide clear, well-formatted management reports and concise variance explanations whenever you need them. When year-end approaches, you can rely on me to flawlessly prepare a complete, error-free documentation pack including your trial balance, supporting schedules, and notes—so your accountant can process your tax return smoothly. For this comprehensive monthly support, I propose a predictable fixed rate of $300 per month, guaranteeing a complete month-end close and delivery of standard financial statements within 3 to 5 business days after the month ends. I offer a flexible schedule, work on your time, and am free to start immediately. Regards, Samiha

@IHRaja7

Hi, I can help with the cleanup, catchup and monthly ongoing bookkeeping. For this project, I would categorized all transactions, reconcile accounts, manage AR/AP identify any missing or duplicate entries, and make sure everything is clean and ready for reporting and tax ready. If I come across anything that needs clarification, I'll keep a list of questions so the process stays efficient. I'm a certified accountant, Xero Certified Advisor with over 6 years of experience working with businesses in e-commerce, real estate, property management, rentals, restaurants, IT, hospitality and other industries. I've worked on a number of bookkeeping, cleanup and catch-up projects, including accounts that were behind for a year or more. I'm available to start right away and would be happy to discuss the current state of the books and the volume of transactions involved. I look forward to hearing from you. Thanks, Israr

@SyedTaha04

Hi, I have over 3 years of bookkeeping experience and hands-on expertise with Xero, QuickBooks Online, and Excel, managing end-to-end bookkeeping, reconciliations, financial reporting, and month-end close for small and growing businesses. I’d be happy to share relevant bookkeeping samples. I can take full ownership of your monthly bookkeeping, ensuring your general ledger remains accurate, bank feeds are reconciled promptly, A/P and A/R are maintained, and all transactions are correctly categorized. In addition to preparing monthly financial statements, I can provide concise management reports and variance explanations whenever required. At year-end, I’ll prepare a complete, well-organized documentation pack, including the trial balance, supporting schedules, and all reports your accountant needs for a smooth tax filing process. I pride myself on accuracy, timely communication, and maintaining audit-ready books throughout the year. I look forward to discussing your workflow and establishing a reliable long-term partnership. Regards, Taha

@AdeebaShamsi

As an experienced CA Finalist with a deep knowledge of Xero and QuickBooks and an extensive 4-year background in accounting, bookkeeping, and tax compliance, I am the perfect fit for your project. Your day-to-day bookkeeping tasks on Xero or QB coupled with other financial responsibilities are familiar territories for me which I've handled impeccably for years. Beyond the routine bookkeeping duties, I have a proven track record of delivering well-formatted reports, like you require, for sound management decisions to be made. In addition to this, my familiarity with preparing year-end documentation in a comprehensive and organized manner for smooth tax filing aligns perfectly with your requirements. With me as your dedicated bookkeeper and tax preparer, you can be confident in having error-free financial records that assist your business in navigating tax seasons seamlessly. Finally, my expertise isn't limited to just Xero and QuickBooks as I am also well versed in various accounting software such as MYOB which adds more versatility to my skillset. I guarantee you consistent turnaround times after each month's close, aligned schedules for timeliness, meticulousness that ensures spotless ledgers, balanced A/P and A/R, accurate financial statements, and compliant tax documentation pack all year round. Choose me for precise work delivered in a timely manner with professionalism at every step.

@arshadn381a

With over a decade of experience as a Chartered Accountant, I am well-prepared to not just handle your day-to-day bookkeeping needs, but to ensure that your finances are kept in accordance with the latest regulations and best practices. My mastery in both Xero and QB is simply unparalleled, as these platforms have been pivotal in my work throughout my career. I have an in-depth understanding of the intricacies involved in general ledgers, accounts payable and receivable management, and bank feed reconciliation. Moreover, I pride myself on being highly responsive and meticulous, which is crucial for timely and error-free financial reporting. On top of routine bookkeeping tasks, I am fully equipped to deliver comprehensive, well-formatted reports whenever needed. My proficiency also extends to analyzing financial data using advanced tools in order to provide you with relevant, strategic insights. Last but not least, my clients have always appreciated the organization and quality I bring to year-end documentation- exactly what you need for filing your return. To make our partnership even more convenient, my turnaround time aligns closely with your needs- ensuring a consistent timetable and a predictably smooth workflow. By choosing me, you're opting for peace of mind knowing that your financials are in the hands of a trusted professional who lives dhe breathes finance systems like Xero or QB.

@Rakshith012

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 have extensive knowledge and experience in Bookkeeping and Financial Statements Analysis. I'm a Xero Certified Level 2 Professional. I have practical experience in Xero (US client) I can perform this job of Bookkeeping and producing reports with high level of efficiency and complete within the stipulated time frame for you. I can manage the work at $6 per hour . Let me know what you think of my proposal. Thank you.