QuickBooks Reconciliation & Reporting Assistant Needed

I handle day-to-day bookkeeping in QuickBooks but I’m falling behind on two core tasks: keeping the bank feed fully reconciled and producing clear financial reports. I’m looking for someone who can step in and, every week, match all bank and credit-card transactions, investigate discrepancies, and close out the account so that the balance in QuickBooks agrees with the statements.

Once the books are clean, I also need timely Profit & Loss and Balance Sheet reports generated—nothing fancy, just accurate snapshots that I can forward to management without extra tweaking. If you spot classification issues along the way, I’d appreciate your suggestions or quick fixes.

You’ll be working exclusively in QuickBooks (Online) for now, though familiarity with MYOB or Xero is a bonus should we migrate or expand later. I’ll provide secure access, last month’s statements, and any existing reconciliation notes.

Deliverables
• Weekly, fully reconciled bank and card accounts with supporting reconciliation reports
• A concise P&L and Balance Sheet after each reconciliation cycle

Acceptance criteria
• Ending balances in QuickBooks match bank statements to the cent
• No unreconciled transactions older than one week
• Financial reports reflect the updated, reconciled data with correct account mapping

If you’re comfortable diving straight into QuickBooks and can commit to a consistent weekly rhythm, I’d love to hear how you approach reconciliation and reporting.