Bookkeeper Needed – Multi-Entity Cleanup & Ongoing Support (Consult First)

Thanks for viewing..…. Looking for an experienced U.S.-based or U.S.-experienced bookkeeper for an initial paid consultation, with the intent to move into ongoing work if we are a fit. This is not a simple single-entity setup. I want someone who is comfortable with multi-entity structures and cleanup work, but who also understands how to work cleanly, incrementally, efficiently, batch processing oriented, and under direction (including coordination with a CPA or tax attorney if needed). High-level situation: - Multiple LLCs (operating + investment) (3 of them have higher transactions, the rest minimal, most under 10. - One entity has an S-Corp election; others are default LLCs (S Corp highest transactions) - 18 Cash accounts - 3400 transactions in 2024 (this was elevated around 15-25% due to a project in the main S Corp business) - Prior bookkeeper/CPA used one QBO file and rolled multiple entities together due to low activity and disregarded entities - 2024 bookkeeping is mostly complete inside that consolidated QBO, with a few missing statements - 2025 bookkeeping has not been started - Some entities have minimal activity, others more active - There may be a decision to separate entities into individual QBO files, but that decision has not yet been finalized What I need help with: - Review of current QBO setup and books (consultative, not corrective yet) - Advice on best path forward: --Keep consolidated short-term vs. --Segment entities into separate QBO files - Completing any remaining 2024 bookkeeping once scope is defined - Starting clean bookkeeping for 2025 - Ongoing monthly bookkeeping once structure is finalized for 2026 - Clean handoff to CPA / tax attorney when needed - Confirming accounts connections to QBO as all bookkeeping was done prior by means of saved PDFs Important notes: - I am not asking you to make tax decisions or legal judgments - I want clean, well-documented books that can support future tax work and to know whats going on within the QBO files - Some cleanup and reclassification may be required depending on final structure - I value communication and transparency on scope and time required Engagement structure: Step 1: Paid consultation (60 minutes or less) to review the current state and recommend a path Step 2: Defined cleanup / segmentation work (if agreed) Step 3: Ongoing monthly bookkeeping (optional) Ideal experience: - Strong QuickBooks Online experience - Multi-entity bookkeeping - Cleanup and historical reconstruction - Comfortable advising me on working from bank statements and PDFs vs direct sync for accounts (im looking for a streamlined operation) - Comfortable coordinating with CPAs / attorneys if needed. - If you have PTIN or are an Enrolled Agent this is bonus Please include: - Brief description of similar cleanup or multi-entity work - Your preferred QBO experience level (Basic / Plus / Advanced clients) Thank you in advance