Prepare 2023-2025 P&L Report
Budget: $250 – $750 USD
I need a precise, IRS ready Profit & Loss statement that covers January 2023 through the current month of 2025. All my bookkeeping lives in QuickBooks, and I’d like the work completed inside that environment so the file history stays intact—an Excel export is welcome for my own analysis.
Here’s the situation:
• Business model: service-based
• Revenue streams: primarily credit/debit card sales and direct bank transfers
• Source material on hand: bank statements, invoices, receipts, and the existing QuickBooks file
What I’m asking you to do is pull every transaction for 2023, 2024, and year-to-date 2025, verify each entry against our statements, place income and expenses into the correct categories, and reconcile the books so the totals tie out. When everything balances, generate a professional P&L (PDF and a QuickBooks backup) that I can forward to my tax preparer and use for internal trend analysis. A concise summary of key movements—major cost changes, revenue spikes, or anything unusual—would be a valuable extra.
Accuracy and confidentiality are paramount, and I’m looking for a fast—but not rushed—turnaround. If you have the proven accounting background and are comfortable diving straight into QuickBooks, let’s talk timing and access so the numbers are locked down without delay.
Here’s the situation:
• Business model: service-based
• Revenue streams: primarily credit/debit card sales and direct bank transfers
• Source material on hand: bank statements, invoices, receipts, and the existing QuickBooks file
What I’m asking you to do is pull every transaction for 2023, 2024, and year-to-date 2025, verify each entry against our statements, place income and expenses into the correct categories, and reconcile the books so the totals tie out. When everything balances, generate a professional P&L (PDF and a QuickBooks backup) that I can forward to my tax preparer and use for internal trend analysis. A concise summary of key movements—major cost changes, revenue spikes, or anything unusual—would be a valuable extra.
Accuracy and confidentiality are paramount, and I’m looking for a fast—but not rushed—turnaround. If you have the proven accounting background and are comfortable diving straight into QuickBooks, let’s talk timing and access so the numbers are locked down without delay.