QuickBooks Cleanup for CPA Prep
Budget: $15 – $25 USD
My QuickBooks Online file is only partially up-to-date and I need it fully cleaned and tightened before I hand everything to my CPA. The most urgent task is to reconcile every bank and credit-card account so the balances match the statements through the current month. While doing that, please flag any obvious mis-codings or uncategorised items that would affect tax calculations—I want the tax schedules to flow smoothly to my accountant with no surprises.
I will give you direct, temporary accountant-level access to QBO plus PDFs of the bank statements. Once the clean-up is complete I expect:
• All bank and card accounts reconciled, with reconciliation reports saved inside QuickBooks.
• A brief summary noting any material adjustments you made or issues I should discuss with the CPA.
• A year-end general ledger and trial balance that tie to the reconciliations, ready for export.
QuickBooks-Certified experience is a must because I do not have time for back-and-forth teaching moments; I simply need the file in shape for professional tax preparation. If you can slot this in quickly, let me know your estimated turnaround time and any clarifying questions.
Deadline: July 15, 2026
I will give you direct, temporary accountant-level access to QBO plus PDFs of the bank statements. Once the clean-up is complete I expect:
• All bank and card accounts reconciled, with reconciliation reports saved inside QuickBooks.
• A brief summary noting any material adjustments you made or issues I should discuss with the CPA.
• A year-end general ledger and trial balance that tie to the reconciliations, ready for export.
QuickBooks-Certified experience is a must because I do not have time for back-and-forth teaching moments; I simply need the file in shape for professional tax preparation. If you can slot this in quickly, let me know your estimated turnaround time and any clarifying questions.
Deadline: July 15, 2026