QuickBooks Cleanup & Monthly BooksKeeping
Budget: $10 – $30 USD
I run a small start-up that processes roughly $15-20 K in both sales and expenses each month. We have been in QuickBooks for about three years, but the chart of accounts has grown inconsistant and few expenses are sitting in the wrong place.
What I need first is a one-time overhaul of the chart of accounts—correct every mis-categorised expense, merge or retire any redundant lines, and leave us with a logical structure that actually matches how we operate.
From there, I’d like you to stay on board each month to:
• record and correctly code all transactions
• reconcile bank and credit-card feeds so the books tie out
• close the month inside QuickBooks and flag any anomalies before they snowball
We use QuickBooks for Standard financial snapshots (P&L, balance sheet, and a reconciliation report) delivered with the close will be enough for now. Payroll isn’t a fixed requirement yet, but it might come up, so I’d value someone who can step in “Possibly” when that becomes necessary. We have less than 10 people on part-time basis.
If this sounds like a fit, let me know how you would approach the clean-up and your monthly fee for the ongoing work.
What I need first is a one-time overhaul of the chart of accounts—correct every mis-categorised expense, merge or retire any redundant lines, and leave us with a logical structure that actually matches how we operate.
From there, I’d like you to stay on board each month to:
• record and correctly code all transactions
• reconcile bank and credit-card feeds so the books tie out
• close the month inside QuickBooks and flag any anomalies before they snowball
We use QuickBooks for Standard financial snapshots (P&L, balance sheet, and a reconciliation report) delivered with the close will be enough for now. Payroll isn’t a fixed requirement yet, but it might come up, so I’d value someone who can step in “Possibly” when that becomes necessary. We have less than 10 people on part-time basis.
If this sounds like a fit, let me know how you would approach the clean-up and your monthly fee for the ongoing work.