Whatsapp - +91 9629725928
QBO Cleanup & Monthly Bookkeeping Specialist helping US businesses maintain tax-ready books through accurate reconciliation, categorization, and monthly financial reporting
Finance & Accounting Professional | QBO ProAdvisor Gold | RTR Specialist
I am a Finance and Accounting professional with hands-on experience across the full Record-to-Report cycle, small business bookkeeping, and multi-client financial management. Having worked at Accenture Operations as an R2R Analyst and KPMG Global Services, I bring enterprise-grade process discipline to small and mid-sized businesses that need accurate, reliable, and timely financial data.
I hold the Intuit ProAdvisor Gold certification with QuickBooks Online Levels 1 & 2, and have successfully managed bookkeeping for 11+ clients across reconciliations, financial report preparation, budgeting, and variance analysis.
What I can do for your business:
Full-cycle bookkeeping and month-end close in QuickBooks Online
Bank and account reconciliations with zero-error standards
Accounts payable & receivable management
Financial statement preparation and variance analysis
Payroll reconciliation and pre-audit documentation
Data organization and cleanup for messy books
I have supported client engagement setup and risk administration at KPMG, filed income tax returns across individual, trust, and corporate entities during my CA firm internship, and built SOPs for finance transitions at Accenture — giving me a breadth of experience that goes well beyond basic bookkeeping.
I am available for ongoing monthly retainer engagements and am comfortable working across North American time zones. My 100% Job Success Score and quick response time reflect the reliability and quality I bring to every client relationship.
If you need a dependable, detail-oriented bookkeeper who understands both the numbers and the processes behind them — let's talk.
Account Reconciliation
Accounting
Bookkeeping
Accounting Basics
Financial Planning
Light Bookkeeping
Invoice
Bank Reconciliation
Payroll Reconciliation
Cost Accounting
Sharali A.
Coimbatore, India
$15/hr
5.0
11 jobs
Accounts Receivable specialist, with experience in Chargeback, dispute resolution, collection, and cash application. Performs comprehensive investigations for complex and large-dollar claims of error.
Chargeback & Dispute - Amazon vendor central, Walmart, Target, Wayfair,traverse system portals,etc, Obtaining shipping documents such as proof of deliveries, bill of lading, packing slips, photos, label samples, and EDI files from the warehouse to submit for repayment. Monitoring, recording each product chargeback and finding a way to eliminate the repeated charges in the future.
I have an expert experience in B2B & O2C AR process including, collection, Cash application, account reconciliation, cleanup,offset, write-offs.
I can provide you with tailored reports & metrics and identify process gaps and improve internal processes. Ready to take on ad-hoc projects/assignments. A quick learner and always willing to learn new techniques for the job. I believed in my abilities would be ideal for you.
System used:
Sage
PSGL - People soft general ledger
Quickbooks
Zoho books/CRM
Amazon Vendor Central
Google docs
Microsoft Office
Salesforce
Account Reconciliation
Accounts Receivable
Microsoft Excel
Amazon
Amazon Vendor Central
Debt Collection
Refund Processing
Google Docs
Purchase Orders
Dishu G.
Ambala, India
$25/hr
4.9
89 jobs
⭐⭐⭐⭐⭐ Top Rated Plus Crypto Accountant & Crypto Tax Expert
Client Reviews:
💬 "We've worked with Dishu for the third year in a row, and once again, she has done an outstanding job. She managed our Koinly account for the 2024 tax year, ensuring accuracy across 50+ wallets and exchanges. Her attention to detail, reliability, and consistency continue to impress us. Highly recommended!"
💬 "Dishu is the best. Reconciling transactions is confusing, but she takes the headache away! Quick, professional, and knowledgeable. For anyone looking for help with crypto taxes, look no further."
💬 "Dishu and team are true experts at reconciling crypto accounts. I had thousands of transactions with a very tight timeframe, and they delivered with speed and professionalism. Fantastic to work with, and I look forward to future engagements."
👋 Hi, I’m Dishu – Crypto Accountant and Crypto Tax Specialist with deep expertise in cryptocurrency tax, crypto accounting, and crypto reconciliation. I work with clients across the globe, supporting individuals, traders, and businesses with portfolios ranging from a few trades to highly complex multi-exchange, multi-wallet activity.
I’ve helped 1,000+ clients worldwide simplify their digital asset reporting — from casual traders, DeFi enthusiasts, NFT creators, and meme coin traders to professional funds — ensuring portfolios are accurately reconciled, compliant, and tax-ready.
💡 What sets me apart?
Most clients start by uploading their CSVs or APIs into crypto tax tools, expecting everything to reconcile automatically. Unfortunately, that rarely works. Complex crypto activity needs professional review — otherwise, errors, missing trades, and mismatched balances can lead to costly tax issues.
That’s where I come in. I don’t just plug data into software. Instead, I analyze every transaction line by line, resolve gaps, fix missing cost basis and deliver audit-proof, optimized reports tailored for tax compliance.
With years of hands-on experience, I specialise in preparing cryptocurrency tax reports, reconciliation, and accounting for individuals, active traders, businesses, and funds — ensuring you stay compliant while minimising tax liabilities.
🚀 Expertise Across Crypto Activities
- Standard transactions: Trading, Transfers, Airdrops, Income, etc.
- Advanced activity: DeFi (yield farming, liquidity pools, lending/borrowing), staking (including ETH 2.0), NFTs and Bitcoin Ordinals, GameFi, arbitrage, futures/options, perpetual contracts (Solana perps), meme coin trading, mining, crypto loans, cross-chain swaps, wrapped tokens, validator rewards, DAO treasury management, restaking (EigenLayer/LRTs), AI tokens, etc.
🛠️ Key Skills & Tools:
✅ Proficient with top Crypto Tax Software: Koinly, CoinTracking, CoinTracker, CryptoTaxCalculator, Zenledger, Blockpit, Accointing & more
✅ Experienced in multi-chain reconciliations across Ethereum, Solana, Arbitrum, Base, Polygon, Avalanche, Pulse, BSC, Cosmos, Cardano, Near, and beyond
✅ Skilled in crypto bookkeeping with QuickBooks, Xero, Wave
📌 Services I Deliver:
⭐ Full crypto reconciliation & balance clean-up
⭐ Preparation of comprehensive cryptocurrency tax reports (capital gains, income, staking, NFTs, DeFi)
⭐ Transaction review across CEX, DEX, explorers, and wallets
⭐ Fixing discrepancies, missing trades, or mismatched balances
⭐ I will assist your CPA with crypto tax filings and report clarifications (if needed)
⚡ Why Clients Trust Me
✔️ Accuracy-first approach – every transaction is reconciled, not just imported
✔️ Proactive problem-solving – I fix what software misses
✔️ Clear communication – fast responses, transparent updates, no waiting around
✔️ Proven track record – trusted by clients across the US, Canada, UK, Germany & Australia
Account Reconciliation
Bitcoin
Cryptocurrency
Finance & Accounting
Tax Preparation
Accounting
Cryptocurrency Mining
Bookkeeping
Blockchain, NFT & Cryptocurrency
Tax Accounting
Crypto Asset
Tax Preparation Software
Cryptocurrency Trading
US Taxation
Accounting Report
Yogesh S.
Gurgaon, India
$25/hr
4.8
125 jobs
*Crypto Tax Accountant | Fixing Inaccurate Reports Before They Cost You Money*
Crypto tax mistakes don't come from trading too much. They come from trusting software reports that were never properly reviewed—and filing them anyway.
I'm a crypto tax accountant specializing in reconciliation, cost basis reconstruction, and fixing the exact errors that cause inaccurate crypto tax filings. If you've imported wallets into Koinly, CoinTracking, SUMM, CoinTracker, CoinLedger, ZenLedger, or Blockpit and assumed the report was "done"—that's exactly where most problems begin.
⚠️ What I See Every Day
Most reports arrive showing one or more of these:
• "Review Needed" errors on the tax summary page
• Missing cost basis or missing price warnings
• Portfolio value or balance mismatches across exchanges and wallets
• Negative coin balances
• DeFi, NFT, bridging, or staking activity misclassified as taxable disposals
• High-value trades showing zero or inflated gains
• Bitcoin Ordinals with incorrect gains/losses
• Validation errors that software flags but cannot resolve
These are not cosmetic issues. Left unresolved, they can materially change your tax liability. Fixing them after filing is far more expensive than getting them right upfront.
🧠 Why Software Alone Isn't Enough
Crypto tax platforms are tools—not solutions. They don't understand intent. They can't determine whether a transfer is internal, whether a DeFi interaction is non-taxable, or how cost basis breaks across bridges, LP exits, or wrapped asset conversions. That judgment requires a human crypto tax accountant.
That's the work I do.
📌 What I Handle End-to-End
I manually reconcile crypto activity across wallets, exchanges, and blockchains so that:
✓ Transfers are matched and cost basis flows correctly
✓ DeFi, staking, NFT, and bridge transactions are classified accurately
✓ No high-value disposal is left without a verified cost basis
✓ Final reports reflect economic reality—not software assumptions
Complex activity I regularly work with:
✓ Perpetuals, margin positions, and derivatives
✓ DEX aggregators, LP tokens, liquidity events, and protocol migrations
✓ Staking derivatives, validator income, yield vaults, and rebases
✓ Bridging, wrapped assets, MEV rewards, and airdrops
✓ NFTs, Bitcoin Ordinals, nodes, mining, and ICOs
✓ Multi-wallet, multi-exchange portfolios with long transaction histories
Chains: Ethereum and all EVM chains, Hyperliquid, Solana, Polygon, Base, Arbitrum, Avalanche, BSC, Cosmos, Near, Aurora, Cardano, Terra, EGLD, and more.
🛠 Platforms & Protocols I Work With
I use Koinly, CoinTracking, CoinLedger, CoinTracker, ZenLedger, Blockpit, and SUMM as data engines—not final authorities. I apply professional judgment where automation falls short.
DeFi protocols I routinely reconcile: Uniswap, Sushiswap, Aave, Curve, and similar platforms across complex multi-chain setups.
🧾 What Makes My Work Different
I don't press "generate report" and hand it over. I trace transactions end to end, validate transfers on-chain, reconstruct cost basis accurately, and confirm every tax classification is defensible. Every account goes through structured validation checks before the final report leaves my hands.
The result: reports that are complete, consistent, and ready to file with confidence.
🌍 Countries I Serve
I work with clients across multiple jurisdictions and understand the reporting expectations in each market. I currently serve clients in:
• United States (US) - IRS Form 8949, Schedule D, 1099-DA, HIFO/FIFO/LIFO cost basis methods
• United Kingdom (UK) - HMRC crypto guidelines, Section 104 pooling rules
• Canada - CRA crypto tax treatment, adjusted cost base (ACB) method
• Australia - ATO crypto tax rules, CGT events and discount method
• Germany - BZSt crypto tax rules, 1-year holding period exemptions
• Austria - Austrian tax authority crypto reporting standards
• New Zealand - IRD crypto guidance, income vs. capital treatment
If your jurisdiction is not listed above, feel free to reach out. I regularly work with international clients and can adapt reconciliation outputs to suit local reporting needs.
🎯 Who I Work Best With
Investors, traders, and businesses who value accuracy and documentation—and understand that a professional second set of eyes before filing is far less painful than an amended return or an audit afterward.
Clients typically come to me when:
• Their crypto tax report doesn't match their expectations
• They want DeFi, NFT, or multi-chain activity reviewed properly
• They need a defensible report before filing, not a rushed one
• They've tried the software and realized something is off
📩 If your report shows Review Needed, Warning Transactions, or ⚠️ caution alerts—or if your profit and loss figures don't align with what you actually earned—reach out. I'll review your situation, explain exactly what needs to be fixed, and make sure your crypto taxes are filed accurately.
Account Reconciliation
Tax Preparation
Blockchain, NFT & Cryptocurrency
Tax Accounting
Crypto Asset
Accounting
US Taxation
Cryptocurrency
Bookkeeping
Crypto Wallet
Vishal S.
Ahmedabad, India
$12/hr
5.0
1 jobs
I have over 5 years of experience in accounting bookkeeping and Cleanups. I am a certified QuickBooks ProAdvisor with strong proficiency in Microsoft Word and Excel. I specialize in helping CPAs and individuals maintain accurate, compliant, and well-organized financial records. My clients value fast turnaround, clear communication, and books that are always audit-ready. I deliver efficient, customized bookkeeping solutions that keep your books up to date and ready for confident decision-making and tax preparation.
Services Available but not limited to:
QuickBooks Setup & Cleanup:-
Set up QuickBooks Online files tailored to your business structure
Optimize chart of accounts for meaningful, accurate reporting
Clean up historical data, fix misclassified transactions, and reconcile accounts
Day-to-Day Bookkeeping:-
Accurately record and categorize financial transactions in QuickBooks Online
Maintain clean, organized general ledgers for reliable reporting
Perform ongoing cleanups to correct errors and improve financial clarity
Bank & Credit Card Reconciliation:-
Complete precise monthly reconciliations to ensure books match bank statements
Identify and resolve discrepancies quickly and efficiently
Correct prior-period reconciliation issues through expert QuickBooks cleanup
Payroll & Compliance:-
Process payroll entries and ensure accurate payroll reconciliations
Manage payroll tax liabilities, 1099 preparation, and compliance reporting
Track and file sales tax accurately using QuickBooks tools
Accounts Receivable & Payable:-
Manage invoicing, billing, and vendor payments within QuickBooks Online
Track customer payments and vendor balances for clear cash-flow visibility
Perform regular AR/AP cleanups to keep records accurate and audit-ready
Month-End & Year-End Close:-
Perform thorough reconciliations for month-end and year-end closing
Prepare Profit & Loss, Balance Sheet, and Cash Flow reports
Deliver clean, CPA-ready books and compliance-ready financial statements
Platforms & Tools:-
QuickBooks Online & QuickBooks Desktop
Drake accounting, Cietrade
Microsoft Excel, Google Sheets
Shopify, Stripe, PayPal(e-commerce integrations)
Account Reconciliation
Bookkeeping
QuickBooks Online
Accounting
QuickBooks Enterprise
Bank Reconciliation
Payroll Reconciliation
Accounts Receivable Management
Accounts Payable Management
Microsoft Excel
GAAP
Bill.com
Financial Accounting
Financial Report
Accounting Report
Month-End Close Assistance
Chart of Accounts
Virtual Assistance
Data Entry
Intuit QuickBooks
Kshitij J.
Jaipur, India
$12/hr
4.3
308 jobs
15+ yrs global accounting expertise | QB & Xero ProAdvisor | 1,200+ projects | 800K billed hours | ISO-certified bookkeeping, payroll & tax compliance for SMEs across US, UK, Australia, Canada, UAE & Ireland
✅ Chartered Accountant (equivalent to US CPA)
✅ Director of a 150-member ISO 9001 & ISO 27001 certified outsourcing firm
💼 Services We Provide
Our agency delivers end-to-end bookkeeping and accounting solutions with quality checks at every step.
✔️ Bookkeeping & Reconciliations – Clean-ups, AR/AP, detailed reconciliations, monthly/annual closings
✔️ Payroll & Tax – Payroll processing, tax return preparation, and compliance support
✔️ Financial Reporting – Management reports, GAAP/IFRS statements, custom dashboards & KPIs
✔️ Specialized Functions – Fixed assets, inventory management, budgeting & forecasting
✔️ Compliance & Audit Support – Smooth tax filing, sales tax/VAT returns, audit-ready books
🔍 Industry Expertise
We’ve worked with clients across 25+ industries, including:
E-commerce | Retail | Social Networking | Real Estate & Property Management | Construction | Medical & Healthcare | Logistics & Haulage | Cleaning Services | Law Firms | Digital Agencies | Travel | IT & Software | Consulting | Recruitment | Salons & Spas | F&B (Bars & Restaurants) | Merchandising | Marketing | Scaffolding | Entertainment |
🏢 Brands We’ve Worked With
From fast-scaling startups to global franchises:
Aspire Careers | Skull Shaver | One Cup Coffee Co. | Elevate Styles | All Green Recycling | Goldia | Upad.co.uk | Classic Carbs | Cars24 | Dunkin’ Donuts Franchisees | Burger King Franchisees | Alquity | Chemco Pharmacy | Zumo | Fintegra | DropGym | Swapcard | Soul & Surf | Budget Blinds | Promo Parrot | Kaykroo | Pelican | Alutech | Colourful Keys | Simple Pharma | Domus Flowers |
⭐ Why Clients Choose Us
✨ Proven Expertise – Xero, QuickBooks & QBO Certified ProAdvisors with 15+ years of global accounting experience.
⚡ Reliable & Accurate – Timely, error-free financials that make tax filing and compliance stress-free.
🤝 Seamless Collaboration – We work hand-in-hand with your tax accountant to streamline processes.
📊 Transparent Reporting – Clear monthly reports & dashboards to keep you in control of your business.
🔒 Trusted & Secure – ISO 9001 & ISO 27001 certified facility ensuring top-quality and data protection.
🚀 Scalable Support – A 150-member team delivering industry-specific expertise and efficient back-office management.
💡 Team Workflow: You’ll work with a dedicated team member, overseen by a Team Leader, with my personal audit to ensure flawless delivery.
📌 Ready to Get Started?
Partner with a trusted Chartered Accountant & ProAdvisor team that delivers precision, scalability, and peace of mind. From CPA firms to real estate investors, e-commerce brands, and SMEs, we streamline your entire back-office finance so you can focus on growth.
📩 Message me today to discuss how we can simplify, secure, and scale your accounting function, or check my availability badge for an immediate start.
Account Reconciliation
Sage
Intuit QuickBooks
Xero
Buildium
Bookkeeping
Payroll Accounting
Accounting
Bank Reconciliation
Financial Reporting
Accounting Basics
Tax Preparation
Accounts Payable
Accounts Receivable
Financial Accounting
QuickBooks Online
Oracle NetSuite
Month-End Close Assistance
Inventory Management
GAAP
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