Small Business Bookkeeper

Posted yesterday

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Hi, I’m looking for a **QuickBooks Online Certified bookkeeper** to help clean up and organize our books and transition everything into a new QuickBooks account that we’ve set up. The main needs are: * Review and reconcile the existing QuickBooks books * Clean up any discrepancies, duplicates, or miscategorized transactions * Make sure accounts and transactions are properly organized * Reconcile bank and credit card accounts * Help determine what needs to be transferred/moved from the existing QuickBooks account to the new account * Set up the new account correctly and ensure the books are accurate and organized going forward * Provide guidance on the best way to structure the new QuickBooks account * Ideally, help establish a simple process so the books stay clean and reconciled going forward * **Prepare the books and financials for year-end tax preparation and provide any reports/documents needed by our tax preparer** We are a small business, so this is not a large or complicated set of books. We’re looking for someone who is **very experienced with QuickBooks Online cleanup and account transitions** and can work efficiently without overcomplicating things. We’re also interested in establishing an **ongoing relationship** with the right person for monthly bookkeeping/reconciliation and year-end tax preparation support. Please let me know: 1. Your QuickBooks Online certification/experience 2. Your experience cleaning up and transitioning QuickBooks accounts 3. Your experience preparing books for year-end tax filing 4. How you typically approach a QuickBooks cleanup 5. Your hourly rate and estimated number of hours for a project like this Please also let me know if you have experience working with small businesses and coordinating with a CPA or tax preparer at year-end. Thank you!

  • Less than 30 hrs/week
    Hourly
  • 3-6 months
    Duration
  • Intermediate
    Experience Level
  • $30.00

    -

    $45.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Bookkeeping
Bank Reconciliation
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:yesterday
  • Interviewing:
    2
  • Invites sent:
    6
  • Unanswered invites:
    4
About the client
Member since Jul 23, 2026
  • United States
    11:14 PM

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