Virtual Bookkeeper: Taxes & Ledger

I own a small U.S.-based business and I’m ready to hand off my books to someone who lives and breathes QuickBooks. The immediate priorities are straightforward:

• File my annual federal and state tax returns
• Build an organised, ongoing accounting ledger in QuickBooks that I can reference at any time
• Create a simple but actionable budget so I can track performance against goals

Before committing, I’d like a brief consultation over Zoom or phone to confirm fit, workflow, and timelines. When you reply, please let me know:

• Your relevant bookkeeping and tax experience, especially with QuickBooks
• Typical turnaround times for year-end returns and monthly ledger updates
• Your hourly or package rates and current availability in U.S. time zones
• Any professional certifications (CPA, EA, QuickBooks ProAdvisor, etc.) you hold

Clear communication, confidentiality, and accuracy are essential. If that sounds like your wheelhouse, I look forward to hearing how you can keep my books—and budget—running smoothly all year long.