Monthly QuickBooks A/P & Reporting
Budget: $10 – $30 USD
I’m looking for a dependable QuickBooks specialist to keep my books tidy every month. Your core focus will be staying on top of accounts payable and receivable and closing the month with clean, decision-ready financials. Each cycle I need an updated Profit & Loss and Balance Sheet, plus guidance on how our actuals are tracking against the budgets you’ll help set up and maintain inside QuickBooks.
Here’s what the engagement looks like from my side:
• Enter, code, and schedule bills and customer invoices, then keep aging reports current.
• Prepare monthly Balance Sheet and P&L straight from QuickBooks, double-checking for accuracy before they hit my desk.
• Build and manage departmental budgets in QuickBooks, flagging variances so I can act quickly.
If you also offer bank reconciliations, let me know—while not essential, it would streamline things further.
Consistency and clear communication matter most to me; I’d like the month closed within five business days. Files will be shared through QuickBooks Online along with secure access to source documents.
Here’s what the engagement looks like from my side:
• Enter, code, and schedule bills and customer invoices, then keep aging reports current.
• Prepare monthly Balance Sheet and P&L straight from QuickBooks, double-checking for accuracy before they hit my desk.
• Build and manage departmental budgets in QuickBooks, flagging variances so I can act quickly.
If you also offer bank reconciliations, let me know—while not essential, it would streamline things further.
Consistency and clear communication matter most to me; I’d like the month closed within five business days. Files will be shared through QuickBooks Online along with secure access to source documents.