Bookkeeper for Monthly Reports & Taxes
Budget: $30 – $250 USD
I run a sole proprietorship and I’m looking for an experienced bookkeeper who can keep my QuickBooks file clean, current, and tax-ready. Each month I need my transactions categorized, accounts reconciled, and accurate financial statements delivered so I can see a clear profit-and-loss picture and balance sheet. When year-end rolls around, I also want all of the information packaged for smooth tax preparation.
Deliverables I expect:
• Reconciled QuickBooks file by the 10th of each month
• Monthly P&L, balance sheet, and cash-flow statement in PDF and Excel
• Year-end tax package with all schedules, adjusting entries, and backup reports
If you’re comfortable working in QuickBooks Online, know current tax rules for sole proprietors, and can communicate promptly when questions arise, let’s talk.
Deliverables I expect:
• Reconciled QuickBooks file by the 10th of each month
• Monthly P&L, balance sheet, and cash-flow statement in PDF and Excel
• Year-end tax package with all schedules, adjusting entries, and backup reports
If you’re comfortable working in QuickBooks Online, know current tax rules for sole proprietors, and can communicate promptly when questions arise, let’s talk.
Related categories:
Accounting
Excel
Intuit QuickBooks
Financial Analysis
Bookkeeping
Tax Compliance
Tax Preparation