Bookkeeping cleanup

Posted last week

Worldwide

Summary

Bookkeeper Needed — Extract 2025 Business Expenses for Tax Preparation (One-Time Project) Overview: I am a sole proprietor who needs a one-time cleanup of my 2025 financial records so my accountant can prepare my taxes. This is a straightforward extraction project — not ongoing bookkeeping, and QuickBooks is NOT required. What I Have: 5 checking accounts (2 active with regular transactions) 15 credit cards (mix of low and high balance cards) Both checking and credit cards used for personal and business expenses mixed together Full 2025 statements available for all accounts What I Need: Someone to go through the statements and: Separate business expenses from personal expenses Categorize business expenses by type including meals, travel, accommodation, vehicle expenses (car, gas, RV used for work), office, phone, professional services, and other standard Schedule C categories Produce a clean summary spreadsheet the accountant can use directly for my 2025 Schedule C tax return Provide one summary per account plus one master summary of all business expenses combined What I Do NOT Need: Quickbooks setup or ongoing bookkeeping Complex accounting software Monthly retainer or recurring work Anything beyond 2025 Scope: This is a modest, well-defined project. I average roughly 2-3 transactions per day combined across all accounts — many days significantly less. Total transaction volume for the full year is manageable and should not require more than a few focused work sessions for an experienced bookkeeper. 2 checking accounts with regular activity 15 credit cards Straightforward sole proprietor expenses — nothing complex One-time project, deliverable is a clean Excel spreadsheet package Ideal Candidate: Experienced bookkeeper or accountant familiar with sole proprietor Schedule C preparation Comfortable working from bank and credit card statements in PDF or CSV format Detail oriented and able to distinguish personal from business expenses with minimal guidance Can deliver clean organized Excel output without overcomplicating the project What I Do NOT Need: Quickbooks or any accounting software setup Ongoing bookkeeping relationship Complex categorization systems Budget: Looking for fair flat-fee proposals based on the scope described above. This is a focused one-time project and should be priced accordingly. Please do not quote for Quickbooks setup or ongoing services as that is not what this project requires.

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Expert
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Bank Reconciliation
bookeeping clean
Activity on this job
  • Proposals:50+
  • Last viewed by client:4 days ago
  • Hires:
    1
  • Interviewing:
    13
  • Invites sent:
    30
  • Unanswered invites:
    13
About the client
Member since Oct 6, 2015
  • United States
    Westport1:22 AM
  • $103K total spent
    100 hires, 17 active
  • 13,333 hours
  • Real Estate
    Individual client

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