Real Estate Bookkeeper for QuickBooks

We are seeking an experienced bookkeeper to clean up, organize, and maintain bookkeeping for three separate financial entities: 1. Multifamily Real Estate Business * 16 apartment units * Approximately 20 transactions per month 2. Realtor LLC * Approximately 20 transactions per month 3. Personal Finances * Approximately 60 transactions per month Current Situation: * Books have not been maintained consistently for approximately 6 months. * We are not currently using QuickBooks Online. * We need initial setup, cleanup, reconciliation, and ongoing monthly bookkeeping. Required Responsibilities: Phase 1: Setup and Cleanup * Set up QuickBooks Online accounts and chart of accounts * Import and organize historical transactions * Reconcile all accounts for the previous 6 months * Categorize all transactions accurately * Identify missing information and ask questions proactively * Prepare tax-ready books Phase 2: Ongoing Monthly Bookkeeping * Monthly bank and credit card reconciliations * Monthly Profit & Loss reports * Monthly Balance Sheet reports * General Ledger maintenance * CPA-ready financial package at year end * Monthly review meeting (written summary is acceptable) Phase 3: Personal Finance Reporting * Weekly cash flow summary * Weekly account balance summary * Monthly net worth report * Monthly spending by category report Required Experience: * QuickBooks Online Expert * Experience with U.S.-based businesses * Experience with rental real estate accounting * Experience with small business bookkeeping * Experience working directly with CPAs * Strong written English When Applying: Please answer all questions below. 1. How many years have you used QuickBooks Online? 2. Have you worked with rental real estate investors before? Describe your experience. 3. Have you completed bookkeeping cleanup projects that were 6+ months behind? 4. What monthly reports would you provide for this engagement? 5. Describe your reconciliation process. 6. What information would you need from me during onboarding? 7. Describe a bookkeeping mistake you found for a client and how you corrected it. 8. What is your expected one-time cleanup fee and ongoing monthly fee? 9. Please include the words “Real Estate Ready” in the first sentence of your proposal so I know you read the entire posting. Please do not apply if you do not have direct QuickBooks Online experience.