Monthly QuickBooks Bookkeeping Support
Budget: $250 – $750 USD
Our company’s QuickBooks file needs regular attention so that every month ends with clean, fully reconciled figures I can rely on. The job is straightforward:
• Enter all source documents—bank feeds, credit-card charges, receipts and sales data—into the correct accounts, keeping descriptions clear and consistent.
• Reconcile every connected bank and card account against the statements, flagging any discrepancies for me to review.
I already have bank feeds set up inside QuickBooks Online, and I will share view-only statement PDFs plus any missing transaction details you might request. Once your work is complete each month, I expect:
1. A reconciliation report showing all statements balanced to the cent.
2. An updated P&L and balance sheet exported to PDF.
3. A brief note calling out anything unusual or needing my sign-off.
If we communicate well and the first month closes smoothly, I’m happy to roll this forward as an ongoing engagement.
• Enter all source documents—bank feeds, credit-card charges, receipts and sales data—into the correct accounts, keeping descriptions clear and consistent.
• Reconcile every connected bank and card account against the statements, flagging any discrepancies for me to review.
I already have bank feeds set up inside QuickBooks Online, and I will share view-only statement PDFs plus any missing transaction details you might request. Once your work is complete each month, I expect:
1. A reconciliation report showing all statements balanced to the cent.
2. An updated P&L and balance sheet exported to PDF.
3. A brief note calling out anything unusual or needing my sign-off.
If we communicate well and the first month closes smoothly, I’m happy to roll this forward as an ongoing engagement.
Related categories:
Data Entry
Accounting
Excel
Intuit QuickBooks
Financial Analysis
Bookkeeping
Bank Reconciliation
Tax Preparation