Ongoing Chartered Accounting Services Needed
Budget: $30 – $250 USD
I’m looking for a seasoned Chartered Accountant who can step straight into our QuickBooks file and keep everything clean and compliant. Each month I’ll send you the bank and credit-card statements; I need them fully reconciled, with any anomalies flagged and discussed.
Once the books balance, I rely on timely, GAAP-ready reports—including a Balance Sheet, Income Statement, Cash Flow Statement and the full P&L—for management review and external stakeholders. These reports are usually required quarterly, with a year-end package ready for audit.
At the corporate level, I also need proactive tax support. Please be comfortable structuring corporate tax planning strategies, handling ongoing tax compliance and reporting, and advising on any exposure you uncover while you work through the numbers.
Deliverables
• Monthly bank & credit-card reconciliations inside QuickBooks
• Quarterly (and year-end) Balance Sheet, Income Statement, Cash Flow Statement, P&L
• Corporate tax planning notes and compliance filings as needed
The workload is recurring and may expand into other ad-hoc finance projects, so availability for ongoing collaboration is important. If you’re meticulous with reconciliations, confident in financial statement preparation, and up-to-date on corporate tax regulations, let’s talk.
Once the books balance, I rely on timely, GAAP-ready reports—including a Balance Sheet, Income Statement, Cash Flow Statement and the full P&L—for management review and external stakeholders. These reports are usually required quarterly, with a year-end package ready for audit.
At the corporate level, I also need proactive tax support. Please be comfortable structuring corporate tax planning strategies, handling ongoing tax compliance and reporting, and advising on any exposure you uncover while you work through the numbers.
Deliverables
• Monthly bank & credit-card reconciliations inside QuickBooks
• Quarterly (and year-end) Balance Sheet, Income Statement, Cash Flow Statement, P&L
• Corporate tax planning notes and compliance filings as needed
The workload is recurring and may expand into other ad-hoc finance projects, so availability for ongoing collaboration is important. If you’re meticulous with reconciliations, confident in financial statement preparation, and up-to-date on corporate tax regulations, let’s talk.
Related categories:
Accounting
Intuit QuickBooks
Tax
Compliance
Financial Analysis
Bookkeeping
Tax Compliance
Financial Consulting