Cookeville QuickBooks Tax Bookkeeper
Budget: $30 – $250 USD
I run a growing business in Cookeville, TN and need an experienced bookkeeper who can take full charge of tax preparation. All day-to-day entries are already in QuickBooks Online; what I’m looking for is someone who can step in, review the books for accuracy, reconcile every account, and deliver clean, ready-to-file financials at year-end.
Here’s how I picture our workflow:
• Reconcile bank, credit-card, and loan accounts inside QuickBooks
• Adjust chart-of-accounts entries so expenses and revenue are correctly classified for federal and Tennessee state returns
• Generate the final profit & loss, balance sheet, and any supporting schedules my CPA will ask for
• Flag any missing documentation and let me know so I can upload it promptly
While your immediate focus is tax preparation, I’d like someone who’s comfortable with QuickBooks payroll because I may add that service later this year. If you already hold a QuickBooks ProAdvisor badge—or can demonstrate equivalent expertise—please mention it.
All work can be handled remotely, yet the ability to meet in person on occasion here in Cookeville would be a definite plus. Let me know your expected turnaround for year-end close, how you prefer to exchange documents securely, and any questions you have about my current setup.
Here’s how I picture our workflow:
• Reconcile bank, credit-card, and loan accounts inside QuickBooks
• Adjust chart-of-accounts entries so expenses and revenue are correctly classified for federal and Tennessee state returns
• Generate the final profit & loss, balance sheet, and any supporting schedules my CPA will ask for
• Flag any missing documentation and let me know so I can upload it promptly
While your immediate focus is tax preparation, I’d like someone who’s comfortable with QuickBooks payroll because I may add that service later this year. If you already hold a QuickBooks ProAdvisor badge—or can demonstrate equivalent expertise—please mention it.
All work can be handled remotely, yet the ability to meet in person on occasion here in Cookeville would be a definite plus. Let me know your expected turnaround for year-end close, how you prefer to exchange documents securely, and any questions you have about my current setup.
Related categories:
Accounting
Intuit QuickBooks
Payroll
MYOB
Financial Analysis
Bookkeeping
Tax Compliance
Tax Preparation