Intuit quickbooks jobs
We are looking for experienced accounting professionals with deep, hands-on QuickBooks expertise for a short-term project. You must have extensive accounting experience and at least 3 years of hands-on QuickBooks experience. Who You Are We're looking for professionals who: Have expert-level professional accounting experience. Have 3+ years of substantial, hands-on QuickBooks experience, ideally with QuickBooks Online and/or Desktop. Have strong practical knowledge of accounting and bookkeeping workflows. Are comfortable working independently and applying professional expertise to unfamiliar or complex tasks. Relevant backgrounds may include Accountant, Senior Accountant, Accounting Manager, Controller, Bookkeeper, CPA, or similar roles. Sales, account ma...
I need a PDF invoice design converted into a DOCX file so I can upload it into QuickBooks and use it as my invoice template. Ideal Skills and Experience: - Proficiency in PDF and DOCX formats - Experience with QuickBooks integration - Attention to detail and design fidelity
I run a growing SaaS co...expect from you: • Day-to-day posting of income and expenses, with all bank and credit-card accounts fully reconciled. • Timely handling of invoices and vendor bills so cash flow stays predictable. • Payroll entries recorded correctly, including taxes and benefits. • Month-end financial statements delivered in a format I can review at a glance. I’m flexible on software—if you’re comfortable in QuickBooks, Xero, or FreshBooks, that works for me. Suggest the platform you’re fastest with, and we’ll spin up secure access. Success on this project means the books tie out to the last cent, key reports are waiting for me at month-end, and any questions from my CPA can be answered with a single click. If that sound...
...preparation, financial statement review, chart-of-accounts restructuring, and multi-entity reporting in QuickBooks. AI Model Testing: Execute prompts directly within the AI platform to surface failure modes, hallucination triggers, and reasoning gaps. Continuously iterate and escalate task complexity to rigorously evaluate performance. Rubric & Checklist Authoring: Write objective, self-contained scoring checklists and rubrics supported by explicit reference sources and justifications so peer reviewers can grade AI outputs consistently. Requirements & Eligibility - Domain Expertise: 5+ years professional experience in accounting or bookkeeping. - Platform Expertise: 3–4 years hands-on QuickBooks experience. - AI Training Experience: Hands-on experience cre...
...required on the handwritten file) • Places those fields into a clean Excel sheet laid out for direct import into QuickBooks A simple dashboard or script-based approach in Python, Power Automate, VBA, Zapier, or a similarly reliable toolset is fine as long as it runs unattended and can be triggered by new mail. Include error logging and a way for me to review any records that fail OCR so we keep the dataset accurate. Deliverables: 1. Running automation (source code or workflow file) that pulls, pairs, and parses the PDFs 2. Sample Excel file generated from my test emails 3. Short setup guide so I can deploy it on my own machine or server Once the files load smoothly into QuickBooks without manual edits, the project is complete....
Category tags: Intuit QuickBooks · Accounting · Python · API Integration · Financial Analysis · Data Management · SQL Budget: Fixed price, milestone-based. Bid the full scope. Timeline: 3–4 weeks from kickoff. What I need A reproducible synthetic dataset for a fictitious solid-waste hauling company, covering 24 consecutive months of operations. This is for internal staff training, reporting/BI sandbox testing, and month-end close practice. No real company, customer, vendor, or employee data will be used or accepted. The scope has two linked layers: Financial layer — a populated QuickBooks company file (GL, AR, AP, payroll, fixed assets). Operational layer — the underlying service, tonnage, container, and ...
I’m seeking a Chartered Accou...applications, ensuring compliance with current guidelines. 2. Financial management • Set up or refine cash-flow tracking, budgeting, and KPI dashboards. • Recommend practical improvements that keep us audit-ready and attractive to lenders. You’ll work directly with me, so clear explanations and actionable advice are essential. Familiarity with common accounting tools (e.g., Tally, QuickBooks, Excel-based models) is a plus; what matters most is accuracy, clarity, and a consulting mindset. Deliverables will be signed off once the business plan, financial model, and funding pack meet standard lender requirements and answer all subsidy criteria. If you’re confident you can guide a growing company through th...
I need my Shopify store to feed both sales and customer data straight into an accounting platform in real-time. I have not committed to QuickBooks, Xero, or FreshBooks yet, so I’m open to whichever of those three you feel will provide the most seamless and reliable integration. Here’s what I expect: • A bi-directional or one-way connection (whichever is best practice) that pushes every new order, refund, and customer profile from Shopify to the chosen accounting tool within seconds of the event. • Clear mapping of patments, taxes, discounts, payment fees, and any multi-currency amounts so that the books remain balanced automatically. • A straightforward dashboard or log where I can verify that each sync succeeds and can manually re-push a record if ...
I need day-to-day support keeping my cash book fully up to date. Each ...you’ll record every incoming and outgoing payment in the working Excel register, then copy the data into QuickBooks so the ledger always matches the spreadsheet. Alongside the cash entries I’ll rely on you to raise and send customer invoices through QuickBooks whenever I email the order details. Everything is handled remotely, so timely communication and end-of-day file sharing are essential. Deliverables I expect: • A balanced Excel cash book posted before close of business each day • Matching entries reflected in QuickBooks Online • All requested invoices issued the same day If this routine work suits your schedule and you’re already comfortable insi...
...management that produces labels, tracks parcels, and updates order status CRM touchpoints The CRM side should record every interaction, link them to orders, and feed data back to sales reports so we can see lifetime value per account. Implementation scope 1. Configure or develop the modules and features above. 2. Migrate existing data (products, customers, open orders) from Excel and QuickBooks. 3. Provide role-based access controls and straightforward dashboards for warehouse staff, sales reps, and management. 4. Train a team of fifteen users and supply concise user guides. 5. Offer at least 90 days of post-go-live support for tweaks and bug fixes. Tech stack is flexible, but I lean toward web-based solutions that can integrate with barcode scanners and a basic ...
I run a small business on QuickBooks Self-Employed and need hands-on help getting the file in shape and keeping it there. Here’s what I’m looking for: • Initial setup of a clean, well-labeled chart of accounts that fits my business model. • Ongoing categorisation and reconciliation of daily bank and card transactions so nothing lingers in “uncategorised”. • Clear monthly financial reports—profit & loss, expense breakdowns, and anything else that helps me see where the money goes. You don’t have to be a long-time pro; solid familiarity with the Self-Employed edition and a careful eye for detail are what matter. I’m happy to walk through my current workflow, share bank feeds, and discuss any questions so you can ...
Our QuickBooks Online file has become cluttered after months of day-to-day entries, and I need it restored to a point where every number can be trusted. The highest-impact area is transaction categorizations: last quarter is riddled with incorrect expense buckets, duplicate entries, and far too many “uncategorized” lines. Those errors are now obscuring cash-flow reports, tax estimates, and management dashboards. Here is what I want to accomplish: • A diagnostic review of the entire file that pinpoints all mis-posted or duplicated transactions, with a special spotlight on the most recent quarter. • Corrections to every affected transaction—resolving the incorrect categories, eliminating duplicates, and clearing the Uncategorized queue—so P&L,...
I run a small business and need an experienced QuickBooks bookkeeper to bring order and clarity to my day-to-day finances. The core of the engagement is straightforward: keep invoicing and billing up to date, categorise and reconcile expenses consistently, and generate clear monthly financial reports I can rely on for decision-making and tax preparation. All activity will live inside my existing QuickBooks Online file, so you should be fully comfortable navigating its features, rules, and reporting tools without constant guidance. Deliverables • Timely entry and reconciliation of all sales invoices and vendor bills • Accurate expense categorisation with supporting documentation attached in QuickBooks • Monthly P&L, balance sheet, and cash-flo...
I keep two sets of books—one in QuickBooks Online and the other in Xero—and I’m looking for someone who feels equally at home in both platforms. Most weeks I simply need the ledgers kept tidy and fully reconciled; at month-end I might also ask for help posting invoices, recording payments, or pulling management-level financial snapshots. Because the exact mix of tasks can shift, you should be comfortable moving from bank-feed clean-up to journal entries and on to light financial reporting without missing a beat. Accuracy, clear communication, and respect for deadlines are what matter most to me. If you already know the keyboard shortcuts and best-practice workflows inside each system, you’ll find this a straightforward, ongoing engagement.
...payments in real time • Verifying supporting documents and resolving any discrepancies directly with the relevant team member or institution • Preparing concise daily and weekly summaries that highlight balances, outstanding items, and potential red flags • Maintaining a clean digital trail—receipts, confirmations, and correspondence—inside our cloud accounting platform (we currently use QuickBooks Online, but are open to your preferred tools if they streamline the workflow) Strong familiarity with bank interfaces and online payment gateways will be essential, as is an eye for detail and a solid grasp of basic compliance requirements. If you already work with reconciliation tools such as Plaid, Xero, or proprietary API connectors, feel free to ...
I need reliable help producing professional paystubs for my full-time staff on a bi-weekly schedule. Each stub must clearly show gross pay, a complete tax breakdown, and the specific deductions we offer—health insurance and retirement contributions—so my team can see exactly where every dollar goes. You are free to work in the platform you know best (QuickBooks, Gusto, Wave, even a custom Excel template is fine) as long as the final files arrive ready-to-print in PDF and look consistent from period to period. Accuracy is essential; totals must reconcile with the numbers I provide, and statutory items have to match current federal and state tables. Deliverables for every cycle: • One PDF paystub per employee, named with the pay period end date • A brie...
I need an experienced tax professional to take my nonprofit organization through a full Form 990 filing for the most recent fiscal year. All bookkeeping is NOT in QuickBooks, and I can supply financial statements, board information, and prior-year returns as soon as we start. Your task is to prepare every required part of the standard Form 990—not the EZ or N versions—including any schedules that apply to a typical public charity. When the work is done I expect a ready-to-file PDF of the form and schedules, plus the e-fileable XML if you have that capability. A short hand-off call to walk me through key numbers and confirm we are compliance-ready will round things out. Accuracy, adherence to IRS instructions, and a quick turnaround are essential.
I need assistance with clearing old transactions from reconciliation in QuickBooks. Requirements: - Clear less than 100 transactions - Work across multiple accounts Ideal skills and experience: - Proficiency in QuickBooks - Experience with reconciliation processes - Attention to detail and accuracy
I need an experienced accountant or bookkeeper to go through a full year of activity that currently lives only in raw statements—no QuickBooks or Xero files to pull from. I will hand over PDF bank statements plus last year’s financial statements and a custom list of income-and-expense categories I’d like you to follow. Your assignment is to: • Reconcile every transaction across the 12-month period, flagging any discrepancies • Apply my provided categories accurately and note anything that doesn’t fit • Spot calculation errors or missing items and highlight them clearly • Produce an easy-to-read summary (tables or charts welcome) that shows totals by category and month, along with a brief narrative of key findings When you reply, l...
...Bookkeeper customer application or backend API. Required work: • Audit the existing GitHub repository, dependencies, branches and deployment configuration. • Confirm that the source code builds successfully and matches the live website. • Preserve and improve the current design. Do not rebuild or redesign the website without written approval. • Complete the missing pages, including Features, QuickBooks Integration, For Small Businesses, For Accountants and Bookkeepers, About Us, Contact Us, Book a Demo and final Pricing. • Improve existing pages and fix frontend bugs, layout issues and React component problems. • Ensure full responsiveness across desktop, tablet and mobile. • Add visible Login and Get Started buttons linked to app.aibook...
...invoice through QuickBooks Online, allowing clients to set up monthly auto-pay for stall rent. • Provide a simple dashboard where I can publish or embed articles and videos—whether they come from my own content writer or trusted equine news sites. • Install visitor analytics (e.g., Google Analytics 4 with enhanced tracking or a comparable tool) and a Facebook/Instagram pixel so I can see who drops by even if they never fill out a form. • Build on a platform that lets me expand later with testimonials or photo galleries if I choose, without a full redesign. Deliverables 1. Fully responsive website styled in a traditional, rustic aesthetic. 2. Integrated social feeds (FB & IG) with auto-sync capabilities. 3. Digital boarding agreement workflow ...
...prepared each month—income statement, balance sheet, and cash-flow statement—so I can clearly see how my finances are tracking. Once the year closes, those same books should flow straight into my individual tax return, so experience turning well-maintained books into a compliant personal 1040 is essential. I use QuickBooks Online and Excel, and I am open to any additional tools you prefer as long as the data stays accurate and easy for me to review. Deliverables: • Reconciled QuickBooks file, updated monthly • Monthly income statement, balance sheet, cash-flow statement (PDF + Excel) • Year-end individual tax return ready for e-filing Accuracy, clear explanations of any anomalies you find, and timely delivery are what will make this relati...
...chapter should loop back to recording transactions, posting, trial balances, and error correction. I will provide a loose chapter outline and any brand guidelines I have, but I need you to: • Flesh out the content with step-by-step explanations, illustrative scenarios, and short quizzes or practice exercises at the end of each section. • Build simple charts, tables, or screenshots (Excel, QuickBooks, or similar) to make abstract concepts tangible. • Deliver the manuscript in an editable format (Word or Google Docs) plus a clean, print-ready PDF once the text is final. Acceptance criteria 1. Beginner can complete a full bookkeeping cycle by the final chapter without outside references. 2. Tone remains conversational and supportive; no unexplained technic...
...payments - Provide monthly financial summaries and flag any discrepancies or cash flow concerns - Maintain organized digital records for all financial documents Requirements: - Proven experience as an accountant/bookkeeper for a UAE-registered company (mainland or free zone) - Strong knowledge of UAE VAT law and Corporate Tax regulations - Proficiency with accounting software (e.g., Zoho Books, QuickBooks, Tally, or Xero) - Excellent attention to detail and accuracy - Strong written and verbal English communication skills - Ability to work independently and meet deadlines - Prior experience with free zone company compliance is a plus (please specify which free zone/mainland experience you have) Nice to Have: - CPA, ACCA, or CMA certification - Experience working with small-to-m...
I need urgent help to fix my August payroll in QuickBooks. The payroll was not recorded properly, specifically with benefits and deductions, and total payments. Key tasks include: - Correctly recording benefits and deductions - Accurately inputting total payments Ideal skills and experience: - Proficient in QuickBooks - Experienced in payroll processing and correction - Attention to detail and accuracy
I am looking to have you supply Automatic Musical Instrument Collectors Association (AMICA) and California non-profit corporation holding a 501(C)(3) tax exemption with ongoing QuickBooks and accounting support. The support will be by request from the AMICA Treasurer (Paul Hempel currently) with you billing us as the work progresses
I need a detail-oriented accountant to handle our financial accounting in QuickBooks. Your main responsibilities will be maintaining accurate ledgers, reconciling every bank and credit-card account, and producing timely financial reports that I can rely on for decision-making. Here is what I expect from you: • Keep the general ledger current by posting all transactions and classifying them correctly. • Reconcile bank, credit-card and key vendor statements each month, flagging any discrepancies immediately. • Deliver clean monthly financial statements (P&L, Balance Sheet, Cash-Flow) directly from QuickBooks, along with any supporting schedules. All work must be completed inside our existing QuickBooks file (online access will be provided). I...
My corporation’s books are closed and reconciled for the year, and I now need the federal and relevant state business tax returns prepared and filed. The task centres on tax preparation, specifically corporate (Form 1120 and associated schedules), with an eye toward full compliance while making the most of legitimate deductions and credits. All transaction data is available in QuickBooks Online alongside payroll reports, prior-year returns, and fixed-asset depreciation schedules. I will provide secure access to those records as soon as the engagement starts. I also need a short explanatory memo highlighting key positions taken, any carry-forwards applied, and suggestions for future quarterly estimates so that next year’s filing is smoother. Deliverables • Co...
I need 2025 individual (Form 1040), partnership (Form 1065) and S-Corporation (Form 1120S) returns taken from "yet to st...hand, but not all of it, so the first step will be your helping me identify and gather anything still missing. Once everything is organized, please: • prepare each return accurately with every required schedule, • walk me through a concise review so I can sign off with confidence, • e-file the federal and any necessary state returns and provide acceptance receipts. Prior-year PDFs, QuickBooks reports and draft K-1s are ready for reference. You are expected to work on TaxAct software. Final deliverables: the signed Forms 1040, 1065 and 1120S, all schedules, e-file acknowledgements, plus a brief summary of carry-forwards or plann...
... Performance analytics Anomaly detection 10. CSV Bulk Upload Import leads with column mapping Data validation Buy vs. Build Recommendations Build (Custom Development) Buy (Off-the-Shelf) Multiple projects per client Calendar integration (Google/Outlook API) B2B Future Clients Hub Zoho CRM integration (Zoho Flow/Zapier) Automatic lead assignment Payment processing (Stripe/QuickBooks) Notification system Construction management integration (Procore/Buildertrend) Sample database integration Website form integration (Zapier/webhooks) Measurement integration Reporting dashboards (Power BI/Tableau) Instant quotation generation AI/ML infrastructure (AWS/Google AI) Invoice conversion Customer portal Calling system integration CSV bulk upload Technical Requirement...
...weekly cadence. Each week you’ll receive bank and card statements (plus any scanned receipts) and enter them promptly, flagging anything that doesn’t match supporting docs. By week-end, I’ll need concise reports—primarily an updated profit & loss and balance sheet—so I can make informed decisions before Monday. I already have subscriptions to the major cloud platforms, so if you’re comfortable in QuickBooks, Xero, Sage, or a comparable tool, we’ll get along fine. Accuracy and confidentiality are essential; speed matters only after those two boxes are checked. Deliverables each week: • All transactions entered and categorized • Any discrepancies noted with a brief explanation • P&L and balance-sheet reports e...
We are seeking a detail-oriented and experienced Accountant/Bookkeeper to join our team. The ideal candidate will be an expert in QuickBooks and possess a strong background in accounting and bookkeeping. This is a part-time position requiring 3 hours per day, 15 hours per week. Key Responsibilities: • Maintain and manage financial records, including ledgers, accounts payable/receivable, and payroll. • Reconcile bank statements and ensure accuracy in financial reporting. • Prepare and file tax returns, ensuring compliance with federal, state, and local regulations. • Process invoices, payments, and expenses in a timely manner. • Generate financial reports and summaries for management review. • Assist in budgeting and forecasting activities. • Condu...
I own a retail business that operates on QuickBooks, but my books stopped getting the attention they deserve after 2020. I now need every financial record from January 1 2021 through December 31 2024 brought fully up to date and turned into accurate tax returns. Here is the full scope I expect you to take on: • Catch-up bookkeeping inside my existing QuickBooks file, entering every outstanding transaction, coding expenses properly, and attaching supporting documents where available • Monthly bank and credit-card reconciliations for the entire period so balances tie back to statements • Expense management—flagging duplicates, suggesting re-classifications, and identifying any missing deductible items • Year-end adjusting entries that leave eac...
...books messy? Reports unclear? Numbers not making sense?I help business owners gain complete financial clarity, keep their books accurate, compliant, and up-to-date, and turn numbers into actionable financial insights.I am a Professional Accountant and Bookkeeper, QuickBooks & Xero Certified ProAdvisor and Excel expert with 7+ years of hands-on experience serving clients across the USA, UK, Australia, UAE, and you hire me, I treat your business like my own.⭐ Accounting & Bookkeeping Services ⭐✅ Bookkeeping (QuickBooks Online and Xero)✅ Bank, Credit Card & PayPal/Stripe Reconciliations✅ Accounts Receivable & Payable Management✅ Cleanup & Catch-up Bookkeeping✅ Year-End Adjustments & Financial Closing✅ Financial Statements (P&L, Balance Sheet, Cash...
I need an experienced accountant who can take full responsibility for my day-to-day bookkeeping. Your job is to record every transaction promptly, keep the general ledger tidy, reconcile statements, and produce concise monthly summaries so I always know where the business stands. I’m open to the platform you prefer—QuickBooks, Xero, Zoho Books, or any other cloud solution—as long as it keeps collaboration simple and data secure. Accuracy and consistency are far more important to me than which tool you use. Deliverables I expect each month: • All transactions entered and correctly categorised • Bank, credit-card, and PayPal accounts fully reconciled • A brief report highlighting cash flow, outstanding invoices, and any red flags you notice ...
Project Title Zoho Books Implementation + Migration from QuickBooks Desktop & Online + Staff Training – UAE Company Project Description We are a UAE-based engineering and contracting company looking for an experienced Zoho Books implementation consultant to fully implement Zoho Books, migrate our existing accounting data, configure the system, and train our finance/accounting staff. We have one Head Office and two branches under the same UAE company and same TRN. Our existing accounting data is currently maintained in both QuickBooks Desktop and QuickBooks Online, and the selected consultant will be responsible for consolidating/migrating the required data into a properly configured Zoho Books environment. Scope of Work 1. Zoho Books Setup & Config...
...for every referenced fabric or other material, save, and immediately post the refreshed stock figures back to our WhatsApp group. “Immediately” means within ten minutes of receiving the invoice, no matter whether I send five invoices in a day or twenty. During working hours you should keep the chat window open so nothing is missed. Tools and scope • Platform: pure Microsoft Excel (no SAP, no QuickBooks). • Document type: sales invoices only; no purchase data entry involved. Acceptance criteria 1. Every line item from the invoice appears in the correct worksheet columns. 2. Running stock levels reflect the deduction accurately, with no formula breaks. 3. The updated file—or clear screenshot of the relevant sheet—is delivered to the group...
My second business needs every transaction entered into QuickBooks on the same day it happens. Sales, expenses, transfers—everything must be posted, categorised correctly, and matched to the right class so real-time figures stay reliable. Alongside that daily recording, I want accounts payable and receivable kept fully up to date. You’ll: • enter vendor bills, schedule or record payments, • raise customer invoices when prompted, • track and follow up on any overdue balances. I’ll provide secure cloud access to QuickBooks and digital copies of receipts or bills. Most source documents arrive automatically, but you may occasionally need to flag missing paperwork. Accuracy and timeliness are critical. Merchant feeds should reconcile. A sho...
I run a transportation-focused company and need a CPA who truly understands the sector’s tax nuances. The immediate assignment is straight-forward: prepare and file both my business and my personal returns, then outline year-round tax-planning steps I can act on right away. All supporting documents—statements, receipts, prior-year r...Deliverables • Completed federal and state business return • Completed federal and state individual return • Concise tax-planning memo highlighting deductions, credits, and compliance deadlines for the coming year • E-file confirmations and a brief hand-off call to walk through the results Experience with transportation clients, multi-state filings, fuel-tax considerations, and tools like QuickBooks or similar a...
I need someone to reconcile both my bank and credit card accounts for the past 5 years. I have all statements in PDF format. Requirements: - Use QuickBooks for the reconciliation - Attention to detail and accuracy is crucial - Experience with financial reconciliation and QuickBooks
...citations of current IRS code. • Recommendations on the optimal legal entities or trusts for holding present and future real-estate assets, with pros, cons, and setup steps. • An implementation roadmap with quarterly checkpoints so my existing CPA team can roll out the plan smoothly. You should already be comfortable modelling scenarios in Excel or a similar tool, know your way around QuickBooks data exports, and be up to date on recent real-estate tax law changes. Familiarity with high-net-worth asset-protection structures is a plus; if you can integrate ideas like cost segregation and opportunity-zone investing, even better. Once I receive the strategy document and walkthrough call, I’ll verify that the numbers align with my latest filings and projected ...
I need assistance with cleaning up my QuickBooks bookkeeping for the past 4-6 months. The focus areas are: - Bank Reconciliations: Ensure all transactions are accurately recorded and reconciled. - Financial Reports: Generate and correct financial reports for accuracy. Ideal Skills and Experience: - Proficiency in QuickBooks - Strong understanding of bank reconciliations and financial reports - Prior bookkeeping cleanup experience - Attention to detail and accuracy Looking for a freelancer who can efficiently restore my books to good standing. Please provide relevant experience in your bids.
I’m looking to deploy a custom AI agent that can shoulder two pressing needs inside my small business: insightful sales-data analysis and hands-off operational automation. On the analysis side, the agent should ingest our sales data (CSV exports from Shopify and QuickBooks Online today, API feeds later), clean it, surface week-over-week trends, flag anomalies, and generate simple forecasts I can view in a lightweight dashboard or receive as a concise daily email summary. Operationally, I need the same agent to remove the manual work from inventory management and employee scheduling. When stock falls below predefined thresholds it should create a purchase-order draft or at least fire off a Slack / email alert. For scheduling, tying into Google Calendar to auto-populate staff ...
I run a very small sole proprietorship with a head-count that never exceeds five people and pay everyone once a month. What I need is straightforward: every period th...chase deadlines or decipher EFTPS notices. Your work will cover: • Preparing the correct monthly federal form (941 or its equivalent), state withholding and unemployment returns that apply to a business of my size. • Submitting those returns electronically through EFTPS and the relevant state portals. • Sending me confirmation receipts and a brief reconciliation summary so my books in QuickBooks stay in sync. Returns must be accepted by each agency before the job is considered complete, and I should have the PDFs of all filings for my records. If everything goes smoothly this can become an ...
...tax compliance, bookkeeping, and light CFO level oversight. This is a client-facing role, not just a back-office position, so strong spoken and written English and comfort leading meetings matters as much as the technical skill set. Responsibilities Manage US tax preparation and filing (1040, 1120, 1120S as applicable) and ongoing tax strategy Own monthly bookkeeping and reconciliation using QuickBooks or Xero Serve as the primary point of contact for client communication, including live meetings and calls Provide fractional CFO level insight: cash flow visibility, reporting, and financial recommendations Represent the business in deal related conversations and help move engagements to close Requirements Strong working knowledge of US tax law and GAAP bookkeeping standards Pro...
Every week I’ll pass along raw figures f...categorize, and keep these three streams; sales records, expense tracking, and disbursement requests, cleanly organized inside QuickBooks. I expect the file to remain up-to-date by the end of each week, with clear notes on anything that needs my review or supporting documentation that’s missing. Reconciliations should tie back to bank and payment-processor statements so I can run accurate reports at a moment’s notice. Deliverables each week: • All new transactions entered and correctly categorized in QuickBooks • Reconciled balances matching bank statements • A short summary highlighting outstanding items or anomalies If you already work comfortably in QuickBooks Online and can maintai...
My books are already set up in QuickBooks Online; what I need now is someone who can step in each month, keep them perfectly current, and hand back clean, reconcilable reports. Scope of work • Enter and code all incoming and outgoing transactions, staying on top of both accounts payable and receivable. • Reconcile every bank and credit-card account against the monthly statements so balances in QuickBooks match the bank to the cent. • Flag any discrepancies or missing paperwork right away so I can supply the information without delays. Timing & cadence On the first business day after each month-end I will upload statements and any extra backup you need. I would like the reconciliation completed, reports generated, and any questions sent back wi...
Project Title Zoho Books Implementation + Migration from QuickBooks Desktop & Online + Staff Training – UAE Company Project Description We are a UAE-based engineering and contracting company looking for an experienced Zoho Books implementation consultant to fully implement Zoho Books, migrate our existing accounting data, configure the system, and train our finance/accounting staff. We have one Head Office and two branches under the same UAE company and same TRN. Our existing accounting data is currently maintained in both QuickBooks Desktop and QuickBooks Online, and the selected consultant will be responsible for consolidating/migrating the required data into a properly configured Zoho Books environment. Scope of Work 1. Zoho Books Setup & Config...
I already run my store on Shopify and have it linked to QuickBooks; what I now need is steady, reliable bookkeeping that focuses squarely on sales reporting. Every payout, refund, discount, fee and tax needs to end up in the right place inside QuickBooks Online so, at any moment, I can see how the store is truly performing. Your job is to dive into the existing data flow, make sure nothing is slipping through the cracks, and then generate clear, consistent sales reports from QuickBooks. I’m mainly interested in knowing what sold, when it sold, and how that translates into net revenue after fees. If you prefer using the standard QuickBooks Sales by Product summary, custom tags, or a third-party connector, I’m open—as long as the final numbers m...
