Certified Remote Credit Card Bookkeeper
Budget: $10 – $30 USD
I’m looking for a certified professional who can take full charge of the monthly bookkeeping for my personal credit cards. Each month I’ll forward you the statements and any supporting receipts; from there I need every transaction categorized, reconciled, and summarized in a clear report I can hand straight to my tax preparer.
Because this is a personal setup, affordability matters, yet accuracy is non-negotiable. We’ll work entirely online, so please be comfortable receiving documents through secure cloud storage and returning the finished ledger and reconciliation report in either QuickBooks or a well-structured Excel workbook—whichever you’re most fluent with.
Typical monthly flow
• You receive statements on the 1st
• Draft ledger and reconciliation by the 7th
• We resolve any questions within 48 hours
• Final report delivered no later than the 10th
I’m happy to commit for the long term if the first month goes smoothly. Let me know your experience with personal credit-card bookkeeping, the software you prefer, and how you keep client data secure.
Because this is a personal setup, affordability matters, yet accuracy is non-negotiable. We’ll work entirely online, so please be comfortable receiving documents through secure cloud storage and returning the finished ledger and reconciliation report in either QuickBooks or a well-structured Excel workbook—whichever you’re most fluent with.
Typical monthly flow
• You receive statements on the 1st
• Draft ledger and reconciliation by the 7th
• We resolve any questions within 48 hours
• Final report delivered no later than the 10th
I’m happy to commit for the long term if the first month goes smoothly. Let me know your experience with personal credit-card bookkeeping, the software you prefer, and how you keep client data secure.
Related categories:
Data Entry
Accounting
Excel
Finance
Intuit QuickBooks
Financial Analysis
Bookkeeping
Financial Consulting