Daily Bookkeeping & Tax Filing

I run a small company with fewer than ten employees and need a reliable accountant-bookkeeper to keep our books clean every single day, produce clear financial statements, and prepare all tax filings on schedule.

What I need you to handle
• Daily entry of sales, expenses, and other transactions, plus bank and card reconciliations.
• Monthly profit-and-loss, balance sheet, and cash-flow statements delivered no later than the 5th of the following month.
• Quarter- and year-end tax preparation, including any sales-tax returns.

Tools & workflow
I’m flexible on software—QuickBooks, Xero, Wave, or another cloud system you recommend—as long as it keeps data secure and lets me view real-time numbers. If migration is required, please include that in your plan.

Getting started
We’ll begin with a short trial: bringing the current month fully up to date. If that goes smoothly, I’d like this to become an ongoing engagement. When you respond, let me know:
• Your experience with small businesses like mine.
• The accounting platform you prefer and why.
• How you ensure accuracy and data security.

I’m ready to choose someone this week so we can hit the ground running.