Upwork home
Sign up
Project Catalog
DesignDesignVideo & AudioVideo & AudioDevelopment & ITDevelopment & ITMarketingMarketingWriting & TranslationWriting & TranslationMoreMore

You will get a diagnostic review of your Quickbooks Online books.

Courtney W.
Courtney W. Courtney W.
5.0
Top Rated
Preview image

Let a pro handle the details

Buy Other Financial Consulting services from Courtney, priced and ready to go.

You will get a diagnostic review of your Quickbooks Online books.

Courtney W.
Courtney W. Courtney W.
5.0
Top Rated

What's included US$497

Diagnostic Review

A deep dive in to your books to diagnose any known and potential issues.

  • Delivery time 5 days
5 days delivery — 15 Sept 2024
Revisions may occur after this date.
Loading
Upwork Payment Protection
Fund the project upfront. Courtney gets paid once you are satisfied with the work.
Preview image

Let a pro handle the details

Buy Other Financial Consulting services from Courtney, priced and ready to go.

Project details

You will get a detailed report of all issues within your Quickbooks and recommended steps to resolve those problems, as well as a recording to go over those findings.
Target Country
United States
What's included US$497 These options are included within the project scope.
US$497
  • Delivery time 5 days
5.0
2 reviews
100% Complete
(2)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
Rating breakdown
Availability
5.0
Deadlines
5.0
Skills
5.0
Quality
5.0
Cooperation
5.0
Communication
5.0

PM

Peter M.
5.00
30 Aug 2021
Google Search & Data Entry Courtney was a pleasure to work! She dedicated her time to the project & completely understood what our project was right off the bat! I'd highly recommend others to hire her before her time fills up!

MV

Ma Asela V.
5.00
10 Aug 2021
new to upwork Is OK - Quick work takes 10 minutes - anyone can apply Courtney is wonderful to work with. Very good freelancer and greatly recommended!
Courtney W.

About Courtney

Courtney W.
QBO Advanced Proadvisor|Professional Bookkeeeper
100% Job Success
5.0  (2 reviews)
Armuchee, United States - 6:12 pm local time
Hello! I'm Courtney, an experienced bookkeeper. With over five years of dedicated experience and QuickBooks Online Advanced certification, I provide comprehensive bookkeeping services that go beyond the basics, helping you navigate the complexities of your financial operations with ease.

What I Offer:
- General Bookkeeping: Meticulous management of your day-to-day financial transactions to ensure your books are always up-to-date and accurate.

-Bookkeeping Clean-up: Are your financial records a mess? Don't worry—I'm here to help. I specialize in comprehensive bookkeeping cleanup services to bring your financial records back to order. Whether you're transitioning to QuickBooks Online, catching up on months or even years of backlogged transactions, or simply need to correct inaccuracies, I have the expertise to ensure your books are accurate, up-to-date, and compliant. My methodical approach and attention to detail will provide you with clear, organized financial records, giving you the peace of mind to focus on what you do best—running your business.

- Financial Reporting: Clear and detailed reports that provide valuable insights into your business performance.

- QuickBooks Online Setup & Conversion: Seamless transition from QuickBooks Desktop to QuickBooks Online, along with setup and ongoing support.

- Monthly Retainers & Fixed-Fee Arrangements: Flexible terms designed to fit your business needs, ensuring predictable costs and sustained support.


Why Work With Me:
1. Proactive Approach:I don't just react to your needs; I anticipate them, providing proactive advice and solutions.
2. Cloud-Based Efficiency: Leveraging QuickBooks Online for seamless, real-time collaboration, making your financial management more efficient and accessible.
3. Client-Centered Service: Your success is my priority. I am dedicated to delivering exceptional service and building long-term relationships.


Ready to streamline your financial operations and drive your business forward? Let's connect and discuss how I can support your business goals. Send me a message, and let's get started!

Steps for completing your project

After purchasing the project, send requirements so Courtney can start the project.

Delivery time starts when Courtney receives requirements from you.

Courtney works on your project following the steps below.

Revisions may occur after the delivery date.

Quickbooks Analysis

A Deep dive in to your books to diagnose any potential issues

Report of Findings and Recommendations

Review the work, release payment and leave feedback for Courtney.