Business Accounts & Sales Tax Prep

My small business needs someone who can keep our accounts organised and prepare our sales-tax filings on schedule. I already record most transactions digitally, but the data still has to be reviewed, reconciled, and shaped into clean books that are audit-ready.

Here is what I need from you:
• Review monthly income and expense records, reconcile bank and card statements, and maintain an up-to-date general ledger.
• Compile, calculate, and file the required sales-tax returns for my state and any other jurisdictions where we have nexus.
• Answer brief questions I may have about allowable deductions or rate changes and flag any compliance issues you notice.

I currently export data from QuickBooks Online, though I’m open to continuing there or moving to Xero or Zoho Books if you prefer. Final reports should be delivered as both a cloud dashboard link and downloadable PDFs/Excel.

Accuracy and on-time submission are the acceptance criteria: the ledgers must balance, and the sales-tax forms must be ready to file before each due date. If this fits your expertise, let’s get started.