Bookkeeper/Accountant Needed – Reconcile & Finalize Non-Profit Financials (2022–2024)
Budget: $250 – $750 USD
We are a small U.S.-based **non-profit organization** headquartered in **Texas**, and we're looking for an experienced bookkeeper or accountant to help **finalize and reconcile our books** for the calendar years **2022, 2023, and 2024**.
Scope of Work:
* Access and review **QuickBooks Online** (already set up)
* Reconcile bank transactions and statements for all three years
* Match transactions with **uploaded receipts** (majority are already uploaded)
* Identify and classify any unmatched or missing transactions
* Finalize **year-end financial statements** for each year (P\&L, Balance Sheet, Cash Flow)
* Ensure books are clean, organized, and audit-ready
Requirements:
* **Experience with U.S. non-profits** (preferably 501(c)(3) organizations)
* Proficient with **QuickBooks Online**
* Knowledge of **Texas non-profit reporting requirements** (Secretary of State and any applicable state compliance)
* Familiarity with **Form 990-N (e-Postcard)** and when it applies (for reference only – we may not be required to file it, but would like financials in place)
Notes:
* Our annual budget is modest – under the threshold for mandatory IRS reporting, but we want full financial records ready and optionally submit Form 990-N to maintain transparency and good standing.
* We may need guidance to ensure we’re meeting all **Texas state-level obligations** for non-profits, including any required annual reports.
* All work can be done remotely.
### Deliverables:
* Clean, reconciled books for 2022–2024 in QuickBooks Online
* Year-end financial statements (PDFs and source exports)
* Basic summary or checklist of recommended compliance steps, if any
* Optional: guidance on e-Postcard/990-N submission
---
**Please include in your proposal:**
* Your experience with non-profits and QBO
* Your estimated timeline to complete the work
* Your rate or fixed price for the full project
Looking forward to working with someone who cares about helping small organizations stay organized and compliant!
Scope of Work:
* Access and review **QuickBooks Online** (already set up)
* Reconcile bank transactions and statements for all three years
* Match transactions with **uploaded receipts** (majority are already uploaded)
* Identify and classify any unmatched or missing transactions
* Finalize **year-end financial statements** for each year (P\&L, Balance Sheet, Cash Flow)
* Ensure books are clean, organized, and audit-ready
Requirements:
* **Experience with U.S. non-profits** (preferably 501(c)(3) organizations)
* Proficient with **QuickBooks Online**
* Knowledge of **Texas non-profit reporting requirements** (Secretary of State and any applicable state compliance)
* Familiarity with **Form 990-N (e-Postcard)** and when it applies (for reference only – we may not be required to file it, but would like financials in place)
Notes:
* Our annual budget is modest – under the threshold for mandatory IRS reporting, but we want full financial records ready and optionally submit Form 990-N to maintain transparency and good standing.
* We may need guidance to ensure we’re meeting all **Texas state-level obligations** for non-profits, including any required annual reports.
* All work can be done remotely.
### Deliverables:
* Clean, reconciled books for 2022–2024 in QuickBooks Online
* Year-end financial statements (PDFs and source exports)
* Basic summary or checklist of recommended compliance steps, if any
* Optional: guidance on e-Postcard/990-N submission
---
**Please include in your proposal:**
* Your experience with non-profits and QBO
* Your estimated timeline to complete the work
* Your rate or fixed price for the full project
Looking forward to working with someone who cares about helping small organizations stay organized and compliant!
Related categories:
Data Entry
Accounting
Intuit QuickBooks
Financial Analysis
Bookkeeping
Financial Planning
Tax Compliance