Multi-Company Bookkeeping & Reconciliation
Budget: $8 – $15 USD
I currently keep the books for four separate companies, but the day-to-day categorising and monthly reconciliations are stretching my bandwidth. I’m looking for a bookkeeper who can step in seamlessly, work inside the Stessa and QuickBooks files I’ve already set up, and keep every account accurate and tax-ready without fail.
Across the four entities we average between 100 and 500 transactions a month, ranging from standard operating expenses to property-related costs that Stessa tracks. A few of the companies run small payrolls, so experience coding payroll journals (and flagging any compliance issues) is important.
What I’ll rely on you for:
• Categorise every transaction to the correct account each month, clarifying anything unusual with me promptly.
• Reconcile all bank, credit-card and loan accounts before month-end close, posting any adjusting entries needed.
• Maintain clean, consistent chart-of-account structures across the four files so year-end tax prep is friction-free.
• Produce basic monthly financials I can share with my CPA and investors, highlighting variances or red flags.
Everything must stay fully cloud-based so I can dip in whenever I need a snapshot. If you’re fluent in both QuickBooks Online and Stessa, confident handling mid-volume transaction loads, and proactive about communicating, let’s talk—I’d like to transition the files over by the next reporting cycle.
Across the four entities we average between 100 and 500 transactions a month, ranging from standard operating expenses to property-related costs that Stessa tracks. A few of the companies run small payrolls, so experience coding payroll journals (and flagging any compliance issues) is important.
What I’ll rely on you for:
• Categorise every transaction to the correct account each month, clarifying anything unusual with me promptly.
• Reconcile all bank, credit-card and loan accounts before month-end close, posting any adjusting entries needed.
• Maintain clean, consistent chart-of-account structures across the four files so year-end tax prep is friction-free.
• Produce basic monthly financials I can share with my CPA and investors, highlighting variances or red flags.
Everything must stay fully cloud-based so I can dip in whenever I need a snapshot. If you’re fluent in both QuickBooks Online and Stessa, confident handling mid-volume transaction loads, and proactive about communicating, let’s talk—I’d like to transition the files over by the next reporting cycle.
Related categories:
Data Entry
Accounting
Finance
Intuit QuickBooks
Compliance
Financial Analysis
Bookkeeping
Tax Preparation