QuickBooks Cleanup + Class Tracking + P&L + Budget Setup (Fast Turnaround for SBA Loan)
Budget: $10 – $30 USD
Description:
I am the owner of a mental health private practice and coworking space operating under the same LLC and urgently need a QuickBooks Online expert to clean and organize my books. This is a high-priority, short-turnaround project (1–2 days) to support an SBA loan application.
Businesses:
• Therapy practice
• Coworking space (DBA under therapy practice)
What I Need:
• Clean and categorize all past QuickBooks transactions
• Assign each transaction to the correct business (NBC or WOPR) using Classes or Tags
• Reconcile two business checking accounts (which both include mixed-use transactions)
• Identify and enter business expenses paid from my personal account
• Match income from SimplePractice (NBC) and Stripe payouts (WOPR)
• Generate accurate Profit & Loss statements for NBC and WOPR
• Create a clear budget for each business
• Provide financial projections for loan documentation
This project is urgent as I’m submitting materials for SBA microloan funding. All financial documents—including QuickBooks-generated reports—must be completed within 1–2 business days.
Ideal Experience:
• Certified QuickBooks Online expert
• Experience with mixed business models and intercompany transactions
• Familiarity with Stripe, SimplePractice, and service-based businesses
• Able to generate and format SBA-compliant P&L and budget reports
To Apply:
• Share examples of similar work
• Confirm your availability for a 1–2 day turnaround
• List any questions you have for getting started
I have gone through and categorized all bank transactions. You may have to clean it up a bit but I’ve identified the transactions
- Cleanup of Transactions, Accounts, and Reconciliations.
- Class Tracking setup or update (unsure of current structure).
- Comprehensive Profit & Loss with Monthly, Quarterly, and Yearly views.
- Budget Setup.
- Fast turnaround required for SBA loan application.
Ideal skills and experience:
- Proficient in QuickBooks
- Quick and accurate financial data management
- Experience with SBA loan preparation
I am the owner of a mental health private practice and coworking space operating under the same LLC and urgently need a QuickBooks Online expert to clean and organize my books. This is a high-priority, short-turnaround project (1–2 days) to support an SBA loan application.
Businesses:
• Therapy practice
• Coworking space (DBA under therapy practice)
What I Need:
• Clean and categorize all past QuickBooks transactions
• Assign each transaction to the correct business (NBC or WOPR) using Classes or Tags
• Reconcile two business checking accounts (which both include mixed-use transactions)
• Identify and enter business expenses paid from my personal account
• Match income from SimplePractice (NBC) and Stripe payouts (WOPR)
• Generate accurate Profit & Loss statements for NBC and WOPR
• Create a clear budget for each business
• Provide financial projections for loan documentation
This project is urgent as I’m submitting materials for SBA microloan funding. All financial documents—including QuickBooks-generated reports—must be completed within 1–2 business days.
Ideal Experience:
• Certified QuickBooks Online expert
• Experience with mixed business models and intercompany transactions
• Familiarity with Stripe, SimplePractice, and service-based businesses
• Able to generate and format SBA-compliant P&L and budget reports
To Apply:
• Share examples of similar work
• Confirm your availability for a 1–2 day turnaround
• List any questions you have for getting started
I have gone through and categorized all bank transactions. You may have to clean it up a bit but I’ve identified the transactions
- Cleanup of Transactions, Accounts, and Reconciliations.
- Class Tracking setup or update (unsure of current structure).
- Comprehensive Profit & Loss with Monthly, Quarterly, and Yearly views.
- Budget Setup.
- Fast turnaround required for SBA loan application.
Ideal skills and experience:
- Proficient in QuickBooks
- Quick and accurate financial data management
- Experience with SBA loan preparation