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4.7/5

based on 5,235 client reviews

US$120 hourly
Elizabeth A.
- 5.0/5
- (68 jobs)
Federal contract specialist, SBIR Accounting, Grant Accounting, NIH grants, NSF grants, Department of Defense Contractor Accounting, Research Contract Accounting, Government Contract Management, Technical accounting. Over 20 years experience with SBIR DoD cost accounting and contract administration. Specializing in small businesses. Full-charge accounting. Financial Statements. Set up, maintenance and operation of Approved Accounting Systems. DCAA compliance, Indirect Rate proposals, cost proposal preparation, incurred costs, direct and indirect cost reporting, overhead budget reporting, DCAA audits and reporting, A/R, A/P, Invoicing, Job Cost reporting, Budget vs. Actual reporting and analysis, audit preparation, reconciliations. Quickbooks, Excel, Word, etc. Skills transferable to all SBIR programs such as NIH, NSF, etc. and non-profits. Agencies worked with include Army, Air Force Research Laboratory, Office of Naval Research, MDA, NSF. Full charge cost accounting, WAWF, EDA experience. Subcontract Administration with Research Universities. FAR, DFARS, DCAA, DCMA compliance. Client focus is on Small Businesses working in Government Procurement and Research Contracting, particularly SBIR programs, and non-profits. Remote Services.

QuickBooks Consultants
QuickBooks Online
Financial Statement
Request for Proposal
Cost Accounting
Federal Acquisition Regulations
Government Procurement
Compliance
Contract Management
Research Proposals
Chart of Accounts
Technical Accounting
Bank Reconciliation
Intuit QuickBooks
US$40 hourly
Agena R.
- 5.0/5
- (57 jobs)
I am seeking bookkeeping and staff training opportunities. I have strong skills in accounts receivable, billing, accounts payable, bank reconciliation, expense tracking, inventory setup and maintenance, general ledger coding, new company setup, Gusto/ADP/Paychex payroll detail entries and reports. I am proficient with QuickBooks, QB Online-(Platinum ProAdvisor), Shopify, and Excel. I'm a quick learner with custom software. Quickbooks Online Training via Zoom, Hourly contracts only. Training is bid at a higher hourly rate depending on the project difficulty and your team member's skill level. Full Charge Bookkeeper since 1998, Remote Freelancer since 2015 I look forward to assisting you with your bookkeeping projects.

QuickBooks Consultants
Personal Training Session
Employee Training
Team Training
Training Session
Training
Accounts Receivable Management
Accounts Payable Management
Inventory Management
QuickBooks Online
Financial Statement
Intuit QuickBooks
US$85 hourly
Valerie F.
- 5.0/5
- (86 jobs)
I have 30 years of bookkeeping and accounting experience. I am a highly motivated and self-driven individual very passionate about accuracy. I am experienced in all areas of bookkeeping from account payable, account receivable, bank reconciliations, financial reports and payroll. I have solid working knowledge of Excel, QuickBooks and other accounting software. I am an accurate and reliable worker that pays attention to details, I look forward to working with you.

QuickBooks Consultants
Accounts Receivable Management
Accounts Payable Management
Buildium
Financial Analysis
Intuit QuickBooks
Bookkeeping
Payroll Accounting
Bank Reconciliation
Microsoft Excel
US$32 hourly
Katherine F.
- 4.7/5
- (255 jobs)
Quickbooks Online Certified with an MBA in Accounting with experience working with a multiple industries including distribution, consulting, contractors and self-employed individuals. Experienced accounting software instructor with several accounting software systems, assisting businesses in moving from manual to automated systems. Reliable, organized, flexible, detail oriented with ability to comprehend your overall system as well as the details. . I focus on Quickbooks Online Cleanup, Training, Troubleshooting, and Reconciliation and then if requested, will continue doing monthly bookkeeping! Please note that I will only be able to interview or communicate through Upwork in discussing any opportunities. Thank you.

QuickBooks Consultants
Bookkeeping
Intuit QuickBooks
US$175 hourly
Julie M.
- 4.8/5
- (112 jobs)
I am a Certified Public Accountant with a Masters in Accounting, specializing in tax preparation. I have years of experience helping clients save money with my knowledge of tax law for business and individual taxes. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow, by offering tax planning and business consulting. My specialty is in small business, including accounting, tax preparation, and tax consulting to ensure that the business entity type is best suited for your needs and the most tax advantageous. I also offer accounting services, where my main goal with clients is to ensure that their books and financial statements accurately reflect their finances. With accurate financial statements, businesses can see their strengths and weaknesses, which will help them continue to grow their business and succeed. In my accounting business, my main goal is for my clients to be successful and help them by offering not only accounting and tax preparation services, but also business consulting on what is the most advantageous business entity type and taking a forward looking approach to see what they can do in the future to grow their business. I have worked with several small business owners just starting their business by setting up their accounting software and chart of accounts, creating a business strategy, including tax planning, to maximize cash flow to prepare them for success.

QuickBooks Consultants
Tax Strategy
Xero
Intuit QuickBooks
Financial Analysis
Income Statement
GAAP
Bookkeeping
Tax Return
Tax Planning & Advisory
US$38 hourly
Mark J.
- 3.7/5
- (48 jobs)
Having over thirty years of business experience, I have been responsible for the following: 1. Extensive QuickBooks Online Experience including design, special reporting, apps, locations, and classes. 2. Setup working papers to support financial statement results. 3. Redesigning accounting systems for better reporting of financial results. 4. Twenty-five+ years of accounting and financial reporting responsibilities. 5. Working knowledge of federally funded education grants though a charter school 6. Twenty years of budgeting oversight for up to forty departments My education includes a Master's in Business Administration and a Bachelor's Degree in Management of Human Resources.

QuickBooks Consultants
Financial Reporting
Cash Flow Statement
Bookkeeping
Accounts Receivable Management
Accounting Software
Accounts Payable Management
Financial Accounting
Intuit QuickBooks
Balance Sheet
Bank Reconciliation
US$50 hourly
Pam F.
- 5.0/5
- (51 jobs)
Let me streamline your financials. I am a Quickbooks Online Certified ProAdvisor, and after my many years of office experience I enjoy Accounting/Bookkeeping, Forensic Accounting and Account Management. I have extensive knowledge of: *QuickBooks Online & Desktop Versions *Microsoft Excel & Word *Outlook *GSuite *Gusto *ADP *Mailchimp I am business process savvy, committed to timely task completion and detail oriented. Over the years I have acquired the necessary business skills to assist you in achieving your company’s goals. I am committed to ensuring your accounting and financial needs are met reliably and efficiently, so you can concentrate on what matters most: serving your clients. I truly value helping people & getting them results.

QuickBooks Consultants
QuickBooks Online
Data Entry
Accounts Receivable Management
Accounts Payable Management
Account Management
Accounting Basics
Bookkeeping
Accounting Software
Bank Reconciliation
Accounting
Microsoft Excel
Intuit QuickBooks
US$60 hourly
Tammy M.
- 5.0/5
- (195 jobs)
I specialize in QuickBooks- both Desktop and Online. I do not offer QB training or tax filing. Menu of services: *Year end review-I partner with a CPA that will review your books and provide audited financials. *Start up-If you are starting a new business and have no idea what a Chart of Accounts is or how to set up Customers and Vendors then I will get you up and running *Clean up-Sometimes just don’t know where to book those receipts so you guess or put them all to Miscellaneous and let your CPA figure it out at Year-End. Maybe you are new to this or discover that your bookkeeper didn’t know as much as they said they did. Now your books are a mess and you can’t get a handle on how your business is doing. *Catch up-This is a great service for the business owner who wants to keep their own books but has fallen behind. I can step in, get everything caught up so you are back up and running. *Monthly Review-If you are the business owner who wants to enter bills, cut checks and create invoices but not deal with the monthly bank reconciliations and needs someone to reconcile accounts and review the months transactions for accuracy. *Full Service Bookkeeping-I handle all transactions for you. *Custom Plan- We come up with a custom plan that fits your needs

QuickBooks Consultants
Inventory Plugin
General Ledger
Financial Reporting
Month-End Close Assistance
Financial Analysis
Job Costing
Bookkeeping
Transaction Data Entry
Accounts Payable
Microsoft Excel
Intuit QuickBooks
Accounts Receivable
Bank Reconciliation
US$100 hourly
Brittany M.
- 5.0/5
- (16 jobs)
I graduated Summa Cum Laude with Institutional Honors with a Bachelor of Business Administration in Accounting degree. I have 7 years of experience at a public accounting firm and hold an active Certified Public Accountant (CPA) License. I also have 4 years of experience as a Controller at a large nonprofit organization. Public accounting experience: Assurance manager with experience performing, supervising, and reviewing audit, review, compilation, agreed upon procedure, Single Audit compliance, and employee benefit plan engagements within the nonprofit, healthcare, and manufacturing industries. I also have experience working with clients of varying sizes on projects including: - Compiling Financial Statements - Assisting with account reconciliations, posting journal entries, data entry, and managing covenant calculations - Maintaining fixed asset records - Designing and implementing internal controls - Creating useful spreadsheets for data analysis Controller experience: - Performing account reconciliations - Completing close process each month - Producing monthly reports: Balance Sheet, P&L, budget to actual analysis - Posting, reviewing, and approving journal entries - Reviewing and authorizing accounts payable transactions - Creating a multi-department annual budget - Developing templates to automate processes - Assisting with processing payroll - Applying for PPP Loan forgiveness - Overseeing annual audit - Compiling annual Financial Statements I have extensive training and experience with Microsoft Office programs, including Excel, Access, Teams, SharePoint, Word, and PowerPoint. I also have experience with many other software applications such as QuickBooks (desktop and online), Sage Intacct, TValue, CaseWare IDEA, CaseWare Working Papers, and ProFx Engagement.

QuickBooks Consultants
Financial Audit
Financial Accounting
Chart of Accounts
GAAP
CPA
Sage Intacct
Bookkeeping
Data Analysis
Financial Reporting
Financial Analysis
Intuit QuickBooks
Data Entry
Microsoft Excel
US$40 hourly
Tiffanie K.
- 5.0/5
- (21 jobs)
I have over 20 years experience in bookkeeping. I am a certified QuickBooks ProAdvisor that is proficient with Microsoft Word & Excel. I specialize in self employed and small business bookkeeping, but have worked with companies billing out up to $900,000 a month. Every client is unique, so I will take the time to learn about your business and your goals. We will work together to move toward your goals in a professional and timely manner. I'm also able to work with your accountant to help with tax preparation. Services Available but not limited to: - A/P - A/R - Bank Account & Credit Card Reconciliation - Catch-up or Clean-up of QuickBooks - Creating 1099’s - Creating Customized Invoices & Estimates - Monthly Ongoing Bookkeeping (Hourly or Flat Fee Available) - Paying Sales Tax (Ohio) - Payroll - Preparing Financial Statements - Preparing Budgets - Setting up New Companies and Chart of Account in QuickBooks

QuickBooks Consultants
Account Reconciliation
Invoicing
Accounting
Microsoft Word
QuickBooks Online
Financial Statement
Bank Reconciliation
Budget Management
Accounts Receivable
Data Entry
Accounts Payable
Bookkeeping
Microsoft Excel
Payroll Accounting
Intuit QuickBooks
US$75 hourly
Sarah T.
- 5.0/5
- (46 jobs)
Tax time is fast approaching and if you use QuickBooks Online and need help to get your books tax ready, I am the bookkeeper for you! I am an Accountant and have worked in small business private accounting for 25 years. I focus on helping small business owners get their books organized and reconciled so they can go to their tax accountant with confidence. If you have transactions that are still sitting in your bank feeds, accounts that haven't been reconciled and income and expenses that are not showing up correctly, it's time to reach out to me and get your books cleaned up.

QuickBooks Consultants
QuickBooks Online
Training
Accounts Payable Management
Account Reconciliation
Accounts Receivable
Chart of Accounts
Bank Reconciliation
Bookkeeping
Balance Sheet
Microsoft Excel
Data Entry
Accounts Payable
Intuit QuickBooks
US$75 hourly
Jamie M.
- 5.0/5
- (106 jobs)
I am a highly skilled professional and small business owner with a Bachelors Degree in Business Management. I have worked exclusively with QuickBooks for over 20 years and offer Full-Cycle accounting services, bookkeeping services, tax preparation and consulting to assist your company with meeting its financial goals. I am proficient in financial analysis, forecasting and budgeting, retroactive bookkeeping and clean up, new account set-up, monthly bookkeeping maintenance, payroll processing, accounts receivable, accounts payable, bank reconciliation, journal entries, monthly and annual financial reporting, month end and year end closings. I have owned several small businesses of my own and worked as Senior level management with responsibility for teams of 5-125 staff. This includes fortune 500 companies, international charities and several other small businesses in the profit, not-for-profit and non-profit sectors. I am extremely detailed oriented, reliable and an excellent problem solver. As a small business owner, I am intimately familiar with the demands of running a small business and the myriad of challenges that it presents. My goal is to provide my clients with a little peace of mind knowing that they can focus their time and resources on developing their core business. Technology is changing the workplace very quickly, I can help you identify inefficiencies and implement new technologies to streamline your existing accounting systems and processes or redefine them in their entirety.

QuickBooks Consultants
Expensify
Stripe
Bill.com Accounts Receivable
Bill.com Accounts Payable
Intuit QuickBooks
Financial Accounting
Bookkeeping
Payroll Accounting
Budget Management
Bank Reconciliation
US$160 hourly
Keri J.
- 5.0/5
- (144 jobs)
My core service offerings focus on fully supporting the accounting, finance and analytics needs of growing businesses. I work with companies to utilize financial and operational data to make informed decisions. If you need insights into what is going on with your business and developing a strategic plan for growth, then I can help. About Me: ● Possess a unique combination of accounting, financial analysis, and data visualization work experience. ● Hold a Masters of Accountancy degree and an active Certified Public Accountant license in Georgia ● Offer over 14 years of accounting experience and 8 years of data visualization development ● Serve as outsourced Controller to multiple businesses in the technology, hospitality/foodservice, retail, real estate, healthcare, service-based, non-profit, and manufacturing spaces ● Develop and publish over 100 executive level and operational Tableau dashboards using data from a variety of business areas and data sources Allow me to add value to your business by providing: ● Streamlined solutions to the accounting function which increase efficiency ● Oversight of your accounting activities to ensure separation of duties and enhance internal controls ● Data analytics services to help uncover trends and patterns to give you a competitive advantage ● Continuous monitoring of financial activities to identify irregularities and alert you to potential fraud ● Financial planning and analysis to help you discover the best course of action for the future I believe a picture is worth a thousand numbers and pride myself on creating easy to understand visuals that provide insights into the financial and operational activity of businesses. I am forward thinking and help clients understand where they stand today so that they may develop realistic expectations for the future. I look forward to earning your business!

QuickBooks Consultants
VLOOKUP
Financial Analysis
CPA
Bookkeeping
Data Analysis
Microsoft PowerPoint
Tableau
Microsoft Excel
Data Visualization
Google Sheets
Intuit QuickBooks
US$80 hourly
Jazz B.
- 5.0/5
- (36 jobs)
I have been a bookkeeper for 26 years. I am a Certified Professional Bookkeeper. I have more than two decades of QuickBooks Desktop experience, I am a Certified Advanced ProAdvisor for QuickBooks Online and Payroll ProAdvisor. I am detailed orientated, reliable, and highly motivated. I have a passion for turning chaos into order, and there is no job too large or too small. I can process past transactions, keep books current or set you up with a new file.

QuickBooks Consultants
Balance Sheet
Transaction Data Entry
Bookkeeping
Accounts Receivable
Payroll Accounting
Bank Reconciliation
Account Reconciliation
Data Entry
QuickBooks Online
Intuit QuickBooks
Accounting Basics
Accounts Payable Management
US$80 hourly
Elle F.
- 4.7/5
- (73 jobs)
You started your business for financial freedom, not to stress over tax filings, work more hours, and get frustrated with paperwork and receipts. As a QuickBooks ProAdvisor, I can help to remove those worries so that you can focus on running your business! Here are ways that I can remove the confusion around your money... so that you can make more money: • Provide clarity on your company's finances. This assists when making decisions on how to grow your company (examples: advertising, business financing, hiring help, etc.) • Keep track of your cash flow, so that you can understand your profits. • Execute the best methods to keep track of your expenses for tax savings. • Keep all accounts in balance and reconciled. • Provide monthly reports to show the financial standing of your business. These reports can also be forwarded to your accountant for easy tax filing. I talk with growing business owners all of the time and it’s always the same things that we talk about - the overwhelm around managing their business finances and not having the time to learn how, while also handling daily business operations. With years of experience, I have helped to solve this problem for others and I can gladly help you find your balance too. Let's work together to free you from the stress of bookkeeping so that you can focus on what you do best, which is building your business! Your load can be lighter with the help of a bookkeeper. Reach out today to find out how.

QuickBooks Consultants
Financial Projection
Financial Reporting
Tax Preparation
Cash Flow Analysis
Account Reconciliation
GAAP
QuickBooks Online
Chart of Accounts
Balance Sheet
Bank Reconciliation
Intuit QuickBooks
Accounts Payable
Cash Flow Statement
Bookkeeping
Accounts Receivable
US$20 hourly
Michelle F.
- 5.0/5
- (7 jobs)
If you are looking for a well-experienced individual who can offer professional help in your business? Do you need an assistant in handling your business? I may be of great help, let's keep in touch. My name is Michelle and you can drop your message and contact me here anytime. I am confident that I can provide effective output and working is my passion. I work quickly and great at managing time with years of experience in SEVERAL FREELANCER PLATFORM.. I have 6 years of virtual assistant experience in purchasing, supply chain management, operations, or planning, as well as Amazon Fulfillment (FBA) (onlinejobs.ph) Skills: * I collect quotations and Negotiates with Vendors. * I am good at Purchase Order preparations. * I have knowledge of global logistics and supply chain operations. * I have coordinated FCL and LCL shipments to freight forwarders all incoming Orders by land, sea and air from China and India going to USA. * I am capable of performing analysis and have proficiency with Excel, Google Sheets, and other data analysis tools. * I am able to establish and maintain strong business relationships with Shipping Lines and Freight forwarders. * I am self-motivated and proactive, and I can work both independently and as part of a team. * I can manage Amazon FBA/FBM/Warehouse in-stock positions, ensuring that the always in stock rule is followed so that our customers always have access to our products. * I am a detail-oriented, analytical thinker with inventory planning and management. * I am able to work with other teams to ensure efficient and effective management of inventory levels, supporting the delivery of high-quality products to customers. * I can help to implement inventory management replenishment plans for Amazon fulfillment centers, regularly monitoring inventory levels and proactively reporting opportunities to optimize inventory. * I always maintain optimal inventory levels and ensure timely replenishment of products in Amazon FBA. * I often do balancing of stock levels, taking into account excess inventory, inventory holding costs, and aging inventory, and make recommendations for adjustments. * I see to it that we maintain strong business relationships with 3PLs and other partners to ensure smooth operations and issue resolution, accurate and timely order processing and tracking replenishment shipments to Amazon fulfillment centers. * I always work closely with the rest of the team to meet sales targets and increase revenue. I am an Amazon FBA VA - can do product research with reports on profit for wholesale and product label - can do product listing - can do Inventory Management - can do the removal of listings when required - can do shipment schedules and monitoring - can do fulfillment - Previous experience with Amazon Seller Central Willingness to perform various different tasks and with high regard for excellence, continuous learning, and creative thinking. Tools applied: Jungle scout or Amz scout Camelcamelcamel Keyword finder Keepa Google Trends I am a Seller Cloud enthusiast - can do Inventory report and manage stocks - can prepare Purchase orders - can prepare FBA inbound shipments Tools applied: MS Excel MS Access Onedrive Intuit Quickbook I am a Shopify builder - can create Shopify store - can list products from for dropshipping - can answer inquiries and assist customer concern Tools applied: Oberlo In cart Upsell Aftership Freeshipping bar I am a Data Entry Analyst - Previous experience in gmail and google spreadsheets/excel spreadsheets -Strong understanding of Microsoft Excel, Google sheet or similar database software. -Knowledge of word processors, like Microsoft Word. - typing and transcription skills -Ability to research and collect data. - Ability to calculate and interpret mathematical data - Good time management skills - Research Skills particularly online search via Google - Technology Skills - Google Suite, MS Excel, Social Media (eg Slack, WhatsApp, Facebook Messenger, Skype, Zoom) - Fluent in English, both spoken and written - Strong attention to detail

QuickBooks Consultants
Purchase Orders
Supply Chain Management
Procurement
Intuit QuickBooks
Purchasing Management
Sourcing
Shopify
Price & Quote Negotiation
Alibaba Sourcing
Supply Chain & Logistics
Dropshipping
Data Entry
Microsoft Excel
US$65 hourly
Susan R.
- 4.9/5
- (129 jobs)
I am an accomplished accounting professional with over twenty years of experience, specializing in remote bookkeeping services tailored to meet the unique needs of businesses. As a certified QuickBooks Online ProAdvisor, I bring a wealth of expertise in managing accounts payable, accounts receivable, payroll, and conducting bank and credit card reconciliations, including special payment reconciliations. My commitment to delivering timely monthly financial statements and reports ensures that my clients are always prepared for taxes and audits. In addition to my core accounting skills, I have extensive experience in fiduciary accounting. I hold certifications in Fiduciary Conservatorships and Fiduciary Trusts from California State University, Fullerton, and I currently work with professional fiduciaries across California, providing them with reliable and detail-oriented support. I pride myself on my reliability and meticulous attention to detail, qualities that I believe are essential for success in this field. I am eager to collaborate with you on your next project and contribute to your financial success. Thank you for considering my services. I look forward to the opportunity to work together.

QuickBooks Consultants
Real Estate Financial Modeling
Microsoft Word
Accounts Receivable Management
Accounts Payable Management
Intuit QuickBooks
Bookkeeping
Microsoft Excel
Data Entry
US$85 hourly
Jo Ann S.
- 4.9/5
- (77 jobs)
Let me help your small business or non-profit with its accounting or bookkeeping needs! I have 30 years experience, including 3 years in public accounting with a "Big Six" accounting firm and almost 10 years at a Fortune 50 SEC manufacturing corporation. I was involved there in consolidations, financial reporting, budgeting, service center accounting and many re-engineering projects. Upon graduating Summa Cum Laude from Bradley University with my accounting degree, I passed my CPA exam. I have also maintained the books for several non-profit organizations and worked with numerous small businesses here on Upwork. I am an Advanced Quickbooks Certified Proadvisor and also proficient in Xero and Wave. I particularly enjoy cleaning up and correcting wayward accounting records. I am organized, detail oriented, reliable, responsive and ready to work for you!

QuickBooks Consultants
Gusto
Xero
Accounts Receivable Management
Accounts Payable Management
QuickBooks Online
Wave Accounting
Financial Accounting
Accounting
Bookkeeping
Intuit QuickBooks
Bank Reconciliation
US$40 hourly
Gokce B.
- 4.3/5
- (15 jobs)
I offer Financial services and Digital Marketing expertise for Upwork clients. Accounting & Finance Expertise: I have been using Quickbooks as a business owner and a manager since 2002. I am an expert in bill entries, bills due report, bank downloads, account creation, monthly reconciliation, profit/loss, balance sheet reports... I can also help with year end tax reporting and year end close outs. I also build "reporting" files for business management that will help the managers see their key performance indicators. I am experienced in cleaning up books, uploading/coding up to 5 years of transactions. I will make sure your books are up to date to help grow your business. Digital Marketing Expertise: I worked in advertising and marketing since 1997. I worked for network agencies and big brands in Media and Account Management departments. I can manage your Social Media while you focus on your business. I have experience with Social Media Strategy, Content Calendars, Content Management and Reporting.

QuickBooks Consultants
Numeric Fluency
Account Reconciliation
Accounting Basics
Bookkeeping
Accounts Payable Management
Bank Reconciliation
Intuit QuickBooks
Accounts Receivable
QuickBooks Online
Financial Accounting
US$35 hourly
Tina G.
- 4.9/5
- (155 jobs)
Technically skilled bookkeeper responsible for the full charge bookkeeping function. Able to efficiently prepare the complete set of financial statements as well as manage accounts payable, accounts receivable and staff payroll. Proficient in QuickBooks Desktop and QuickBooks Online Certified ProAdvisor. Catch up & Clean up books Monthly/ Quarterly Bookkeeping YE Financial Reports Reconciliations $35/h Remote Bookkeeping $50/h Onsite Bookkeeping $75/h QBO Training $75/h Payroll Training

QuickBooks Consultants
Chart of Accounts
Account Reconciliation
Payroll Reconciliation
Journal Entries
Accounting
Asana
Bill.com Accounts Payable
Bill.com Accounts Receivable
TSheets
Balance Sheet
Payroll Accounting
Bookkeeping
Intuit QuickBooks
US$40 hourly
Kelly L.
- 5.0/5
- (53 jobs)
Welcome to my Upwork profile page! A little about me, I have twenty years of experience in accounting, bookkeeping, and customer service. I worked in-house as a bookkeeper within various industries for several years and began working for myself remotely six years ago. I completed the following degree and certificates in 2020: *Business Administration/Accounting Degree *Accounting Technology Management Certificate *Accounting Technology Operations Certificate *Accounting Technology Specialist Certificate *QuickBooks Online Certified I pride myself on being extremely accurate, efficient, and communicative with my clients. I am proficient with both QuickBooks Desktop and QuickBooks Online programs. I look forward to working with you!

QuickBooks Consultants
Financial Reporting
QuickBooks Online
Microsoft Word
Account Reconciliation
Bookkeeping
Accounting Software
Accounting Basics
Intuit QuickBooks
Microsoft Excel
Data Entry
Bank Reconciliation
US$30 hourly
Nerissa M.
- 4.7/5
- (53 jobs)
I'm a Certified Public Accountant and Bookkeeper with more than 18 years of professional experience in Finance. My experiences range from handling inventory, fixed assets, general ledger, accounts payable, accounts receivable, bank reconciliation, budgets/forecasts as well as P&L and Balance Sheet. My passion is to help my clients solve financial issues and deliver the best quality of work they require. I look forward to a long-term relationship with my clients. Hope to hear from you soon!

QuickBooks Consultants
Oracle Reports
Financial Analysis
SAP ERP
Xero
Intuit QuickBooks
Financial Accounting
Bookkeeping
Financial Audit
Balance Sheet
Transaction Data Entry
Accounts Payable
Cash Flow Statement
Accounts Receivable
Zoho Books
Bank Reconciliation
US$135 hourly
Anna L.
- 5.0/5
- (18 jobs)
Sage 300 CRE (formerly Timberline) is a great accounting software but each company might need different reports that are customized for their company so they can fully utilize the software. With over 15 years experience of Sage 300 CRE, I have helped companies developed reports using crystal reports, office connector (excel) and financial statement designer so they can gain insights to the jobs and company. I believe I can help your company improve on the departments’ workflow and customize reports that will provide great insights so you can make better decisions.

QuickBooks Consultants
Office 365
Microsoft SharePoint
Microsoft Power Automate
Sage 300
Accounting Software
Timberline
Microsoft Office
SAP Crystal Reports
Adobe Acrobat
Intuit TurboTax
Sage CRE
Intuit QuickBooks
Microsoft Excel
US$25 hourly
Jackson L.
- 4.9/5
- (105 jobs)
Thank you for checking out my profile. Below you’ll find explanations of the most common questions I get RE: the process/service delivery/and beyond. I hope it’s helpful! *WHAT HAPPENS HERE* You need an accountant, so here you are on Upwork. You’re probably a bit overwhelmed with the amount of service providers and their various offerings. At a high-level, I offer accounting management. This means that I essentially become your company’s accounting department. The ultimate outcome of this, to you, is a quality accounting system that will keep you in compliance and *inform* you about your business’ operations. “Know Your Numbers” may be a cheesy cliche, but it’s actually an extremely important concept. I work with you on this via periodic financial statements, and regular discussions. You will know your business! The other important outcome of investing in a quality accounting system is the value that’s added to the entity *as a whole* by having one. Do you need financing? Do you want to explore selling your company, and/or bringing in a new partner or investor? Without a quality accounting system…those things just can’t, and wont, happen. *LIKE WHAT YOU SEE/READ?* If you’ve made it this far, maybe you like what you see/read (thank you) and would be interested in connecting via a video call interview. That would be the next step. But first - let me go over the profile of what has historically been the “ideal” company to work with. You are probably micro-to-medium sized, with annual revenues being below $3M. You want someone to claim ownership of the accounting function of your business - which could include payroll, bill pay, collections, invoicing, and even taxes. You want to find someone that you enjoy working with, and are hoping to develop a long-term relationship with a service provider that you can grow with, who becomes an extended (but important) part of your team. *SHALL WE TALK?* If you’re interested in connecting, please feel free to do so. If we “vibe” on the call, we can begin working together. But the vibe is actually really important. Most of the companies that I work with now, are those that I’ve been working with for years. We work well together, and that working relationship often extends to a friendship. And that’s just the best. *WHO AM I* Quickbooks ProAdvisor, H.B.Comm Accounting, CPA, CMA & EA candidate working exclusively with micro-to-medium entrepreneurs now for the majority of my professional life. Upwork has been great to me. I’ve been a top-rated accounting service provider here now for over a decade. I know how this all works, and you’re in good, experienced hands. And how I got started on Upwork is also a pretty good story, which I can tell when we meet. Thank you again for checking out my profile 😁

QuickBooks Consultants
CPA
Financial Reporting
Bookkeeping
Intuit QuickBooks
Financial Accounting
US$75 hourly
Mark F.
- 4.7/5
- (230 jobs)
If you are in need for an experienced bookkeeper and use QuickBooks Online - look no further. Highly reliable, ethical and client-focused bookkeeper focusing on Quickbooks Online. If you've ever said "My books are a mess" or "I just need help!" then I'm the bookkeeper for you. No books are beyond saving, let me do the hard work for you so you can focus on what matters most - your business! What can I do for YOU? - Setting up new Quickbooks Online accounts - Accounts Payable/Receivable - Quickbooks Online training (my favorite!) - Forensic Accounting - Finding, investigating and fixing incorrect transactions - Bank/Credit Card reconciliations - Payroll (Gusto Partner) - Maintaining books by coding transactions and keeping the financials clean for decision making - Financial Reporting - Automation & setting rules - App Integration (A2X, Gusto, Paypal, Etsy, Amazon, etc) - Journal entries (accruals, amortizations, loans) - TSheets/QuickBooks Time (Partner & Certified) - Job/Project Costing - Depreciation tracking - A/R Factoring Some examples of successes with past clients: - Uncovered proof that an employee had embezzled over $1M from a client over several years. The proof that I found directly led to a conviction - Reconciled 5+ years of books for a client with several bank accounts that had ignored their books entirely. They were able to have clean books caught up to date and able to file their taxes - Advised several clients on how to save hundreds (to thousands) of dollars in areas such as credit card fees, payrolls, and deductions they were missing out on A little info about me: I'm the owner of Lone Star Bookkeeping, LLC which focuses on Quickbooks Online bookkeeping and accounting solutions for SMB clients. I pride myself on my speed, accuracy and integrity and I always put my clients' needs and timelines before my own. I'm a Quickbooks Online Advanced Certified ProAdvisor and have a BBA in Accounting from UT Arlington. I thoroughly enjoy taking on new clients, getting to know them and dive into their books to fix or uncover any issues they're concerned with. My background includes clients in the following fields: Oil & Gas, Doctor/Therapist offices, Manufacturing, Service Companies, e-commerce & physical retailers. My past roles include being a CFO, Controller, Accountant, Inventory Manager, and a Purchasing Manager. I have 15+ years of experience. My specialty has become fixing mistakes by less experienced bookkeepers and maintaining the integrity of each of my clients' books so they can make the decisions they need to for their business. My passion is teaching my clients by sharing my expertise so they understand why accurate bookkeeping is important and how it can affect their business and tax implications. I'm most rewarded by the client being happy with my work and hopefully leading to long-term business relationships. I put everything I have into my business. Gaining your respect and your business as a satisfied long-term client is my foremost goal. Choosing the right bookkeeper for your business can seem overwhelming and scary at times. Please feel free to read the reviews of some of my past clients, and allow me to put you at ease knowing that you're making a great decision. I welcome you to invite me to interview for your bookkeeping position and I'm looking forward to speaking with you soon! - Mark Flores Lone Star Bookkeeping, LLC

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Balance Sheet
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QuickBooks Online
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Account Reconciliation
Financial Accounting
Training
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US$50 hourly
Stacy C.
- 5.0/5
- (16 jobs)
QuickBooks proficient working with Account reconciliations, Journal Entries, Accounts Payable, Accounts Receivable, Payroll, Payroll & Sales Tax returns, and Cash Receipts. Detail oriented with solid ethics. Quick learner that is friendly and pleasant to work with. Previously worked as a full charge bookkeeper for several different types of industries.

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Gusto
QuickBooks Online
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Chart of Accounts
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Microsoft Excel
US$25 hourly
Farhan P.
- 4.6/5
- (82 jobs)
"Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax Filing

QuickBooks Consultants
Visual Basic for Applications
Data Analysis
Google Docs
Bookkeeping
Xero
Financial Analysis
Business Writing
Business Plan
Wave Accounting
Intuit QuickBooks
Balance Sheet
Bank Reconciliation
Financial Audit
Microsoft Excel
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Last updated: 24 Mar 2025

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How To Hire a QuickBooks Bookkeeper

Efficient financial management is crucial for success. A skilled QuickBooks bookkeeper can be the key to keeping your finances in order, providing accurate reports, and helping you make informed business decisions.

This guide will help you understand the role of a QuickBooks bookkeeper and explain how to hire the right professional for your needs. We’ll cover everything from crafting an effective job post to evaluating candidates, so you find a QuickBooks expert who can streamline your financial processes and contribute to your business’s growth.

What is a QuickBooks bookkeeper?

A QuickBooks bookkeeper specializes in using Intuit’s QuickBooks accounting software to manage financial records. They’re responsible for maintaining accurate and up-to-date financial data, including transactions, accounts payable and receivable, and generating financial reports to aid in business decisions.

QuickBooks bookkeepers combine their expertise in bookkeeping principles with proficiency in QuickBooks products. This unique skill set allows them to manage financial records, ensure compliance with accounting standards, and provide valuable insights for business owners.

Why is QuickBooks bookkeeping important?

A QuickBooks bookkeeper offers several benefits to both small businesses and larger organizations.

Accuracy. QuickBooks experts ensure precise financial record-keeping, reducing errors and discrepancies.
Efficiency. Their familiarity with QuickBooks streamlines financial processes, saving time and resources.
Compliance. They help maintain financial records according to tax laws and regulations.
Financial insights. QuickBooks bookkeepers can generate and interpret financial reports, aiding in informed business decisions.
Peace of mind. Professional bookkeeping allows business owners to focus on core operations, knowing their finances are in capable hands.

How to hire a QuickBooks bookkeeper

Finding the right QuickBooks bookkeeper involves several key steps:

Determine your specific needs (e.g., basic bookkeeping, advanced financial reporting).
Create a detailed job description outlining required skills and experience.
Look for candidates with QuickBooks ProAdvisor certification or relevant experience.
Review portfolios and ask for references from previous clients.
Conduct interviews to assess technical skills and communication abilities.
Consider offering a paid trial project to evaluate their work quality.
Discuss pricing and terms before finalizing the hire.

Writing a QuickBooks bookkeeper job post

An effective job post can help you attract qualified candidates. We explain how to structure your posting.

Job post title

Choose a clear and specific title that accurately reflects the role. Examples include:

QuickBooks online bookkeeper
Certified QuickBooks ProAdvisor
QuickBooks bookkeeping specialist

Project description

Outline the key elements of the project, such as:

“We’re seeking a skilled QuickBooks bookkeeper to manage our small business’s financial records. The ideal candidate will have expertise in QuickBooks Online and be familiar with bookkeeping for service-based businesses.”

Job responsibilities

List the primary tasks and duties associated with the role. For example:

Set up and maintain chart of accounts in QuickBooks
Reconcile bank and credit card statements monthly
Process accounts payable and receivable
Generate monthly financial reports (e.g., balance sheet, profit and loss statement)
Implement and maintain QuickBooks integrations with other business apps

Qualifications

Detail the required skills and experience, such as:

Certified QuickBooks ProAdvisor (preferred)
3+ years of experience with QuickBooks Online or QuickBooks Desktop
Strong understanding of bookkeeping principles and best practices
Attention to detail and strong organizational skills
Ability to communicate financial information clearly to nonfinancial stakeholders

Essential knowledge before hiring a QuickBooks bookkeeper

Let’s dive into some essential aspects of QuickBooks bookkeeping that every client should understand.

The role of a QuickBooks bookkeeper

QuickBooks bookkeepers play an important role in maintaining financial health and compliance for businesses. They’re typically responsible for:

Daily transaction recording and categorization
Bank and credit card reconciliations
Accounts payable and receivable management
Financial report generation and analysis
Assisting with budgeting and forecasting
Ensuring accurate recordkeeping for tax purposes

Hiring demand for QuickBooks bookkeepers in 2024

According to the Bureau of Labor Statistics (BLS), the job outlook for bookkeeping, accounting, and auditing clerks, which includes QuickBooks bookkeepers, shows some changes in the coming years. The BLS projects a -6% decline in employment for these occupations from 2022 to 2032.

However, this doesn’t necessarily mean a lack of job opportunities. The BLS estimates about 183,900 openings for bookkeeping each year over the decade.

Common QuickBooks bookkeeper projects

QuickBooks bookkeepers are often hired for a variety of projects, including:

Initial QuickBooks setup and configuration
Monthly bookkeeping and reconciliation
Year-end financial statement preparation
Sales tax filing and management
Payroll processing and tax reporting
Financial data migration from other accounting systems
QuickBooks training for in-house staff
General accounting services

Industries seeking QuickBooks bookkeepers

While QuickBooks is widely used across many sectors, some industries with high demand for QuickBooks bookkeepers include:

Professional services (e.g., law firms, consultancies, accounting firms)
Retail and e-commerce
Nonprofit organizations
Construction and real estate
Health care practices
Small manufacturing companies

Cost of hiring a QuickBooks bookkeeper in 2024

The cost of hiring a QuickBooks bookkeeper can vary based on experience level, project complexity, and location. Typical rates range from $11 to $25 per hour on Upwork, with more experienced professionals charging higher rates. Some bookkeepers may offer fixed monthly packages for ongoing services.

QuickBooks bookkeeper FAQ

We answer some frequently asked questions about hiring QuickBooks bookkeepers.

What is the difference between a QuickBooks bookkeeper and a CPA?

A QuickBooks bookkeeper specializes in day-to-day financial recordkeeping using QuickBooks software. They focus on maintaining accurate books and generating regular financial reports.

A certified public accountant (CPA) has broader expertise in accounting principles, tax laws, and financial strategy. CPAs can provide more advanced services like tax planning, auditing, and financial advisory.

How often should I engage with my QuickBooks bookkeeper?

The frequency of engagement depends on your business needs and complexity. For small businesses, monthly check-ins are common for reconciliations and report reviews.

Larger operations or those with high transaction volumes may require weekly or even daily interactions. Establish a clear communication schedule with your bookkeeper to ensure timely and accurate financial management.

Can QuickBooks bookkeepers offer tax preparation services?

Many QuickBooks bookkeepers offer tax preparation services for small businesses and individuals with straightforward tax situations. These services typically include organizing financial records, calculating tax liabilities, and completing necessary forms.

Their year-round familiarity can make business tax preparation efficient. However, complex tax situations may still require a CPA or tax attorney.

Get started with QuickBooks experts on Upwork

Ready to hire a QuickBooks bookkeeper for your business? Take the next step by posting a job on Upwork.

You’ll gain access to a pool of skilled professionals excited to offer their bookkeeping services and streamline your financial processes. Many QuickBooks experts offer a free consultation to discuss your needs and how they can help your business.

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