Weekly QuickBooks Reconciliation & Classification

I’m looking for a QuickBooks specialist who can step in once a week to keep my services-based business up to date on an accrual basis. Each week there are about 100 new entries—mostly sales transactions, with a steady flow of investment activity and occasional trust distributions—that must be reconciled, properly classified, and fully matched to supporting documents.

Right now I’m behind by roughly 1,500 historical transactions, so the first phase will be a clean-up catch-up before we settle into the regular weekly rhythm. Accuracy is critical; I need every discrepancy identified, every split recorded correctly, and every balance sheet account tied out.

What you’ll handle
• Reconcile all bank, credit-card, and brokerage feeds in QuickBooks Online
• Classify each transaction to the correct income, expense, asset, liability, or equity account, observing trust-distribution rules where they apply
• Flag unclear items for my review and keep concise notes inside each entry for audit trail purposes
• Provide a brief weekly summary confirming reconciled balances and outstanding questions

To help me gauge fit and timeline, please tell me:
1. Your hourly rate
2. How many transactions you typically reconcile and classify per hour on similar files

Reliability, sharp attention to detail, and clear communication are non-negotiable; experience with trusts and investment portfolios will put you at the top of the list. If that sounds like you, let’s get my books spotless and keep them that way.