QuickBooks Bookkeeper for Small Businesses

I manage the accounting oversight for several growing small-business clients and I’m ready to hand off the day-to-day data entry so I can stay focused on advisory work. Everything lives in QuickBooks Online, so you must already be comfortable navigating that ecosystem, importing bank feeds, and cleaning up the occasional sync issue.

Here’s what I’d like you to own for each client:

• Expense tracking: capture every receipt, code it to the correct account or class, and attach supporting docs.
• Bank / credit-card reconciliations: close the books monthly with a clean reconciliation report that ties to the statements.
• Project tracking & job costing: set up projects, allocate costs, and generate profitability reports managers can actually act on.

A typical month involves downloading statements on the 1st, finishing reconciliations by the 5th, and turning around project profitability snapshots by the 7th. I’ll review the first cycle together with you in a screen-share; after that you’ll work independently, touching base only for questions or review notes.

Please reply with a quick rundown of your QuickBooks experience (particularly with Projects and class tracking) and an example of a job-costing report you’ve produced. If we’re a fit, I’ll invite you into a test file so we can hit the ground running.