Daily QBO Bookkeeping & Reports
Budget: $25 – $50 USD
Transactions land in QuickBooks Online every single day and I need them classified, matched, and reconciled. Once entries are current, you will also prepare timely management reports—profit & loss, balance sheet.
Scope of work
• Daily: post and categorize all bank-feed items, attach supporting documents, and keep every account in balance
• Month-end: close the books and deliver a clean set of financial statements that tie back to reconciled accounts.
No payroll processing is required; another service already handles that function. Solid experience within QuickBooks Online is essential, and skill with Excel.
Deliver the first month’s close smoothly and on time and we will roll straight into an ongoing engagement.
Scope of work
• Daily: post and categorize all bank-feed items, attach supporting documents, and keep every account in balance
• Month-end: close the books and deliver a clean set of financial statements that tie back to reconciled accounts.
No payroll processing is required; another service already handles that function. Solid experience within QuickBooks Online is essential, and skill with Excel.
Deliver the first month’s close smoothly and on time and we will roll straight into an ongoing engagement.