Hire the best Bank Reconciliation Specialists in Minnesota

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$35 hourly
Joanna S.
- 5.0/5
- (16 jobs)
Hi, My name is Joanna. I'm sure you're looking for someone who can bring your books up to date and keep them that way. I am here to help. Bookkeeping is a time-consuming but crucial task associated with operating any successful business. As a bookkeeper I can help you see your business more clearly from a financial perspective by providing monthly reports P&L, Balance Sheet, Statement of Cash Flows, Accounts Receivable, Accounts Payable, etc. I can also help you understand these reports and how they affect your business. Additionally, I can provide help with day-to-day tasks such as: invoicing, sales receipts, collections, bill pay, payroll. Let's grow your business together! I have over 10 years of bookkeeping experience helping businesses such as manufacturing companies, start-ups, insurance agencies, retail and service-based companies bring their books up to date and keep them current while providing key insight and support to help them stay on track for steady growth through financial clarity. I am highly motivated to help you achieve your goals. Whether your project is large or small, it is of the same importance to me. I take my responsibilities seriously and I am committed to helping you succeed! Thank you for visiting my profile and considering me for your project. If you're interested in working with me, please feel free to drop me a message.

Bank Reconciliation
Bookkeeping
Income Statement
Accounts Payable
Intuit QuickBooks
Account Reconciliation
Accounts Receivable
Balance Sheet
Chart of Accounts
$70 hourly
Megan S.
- 5.0/5
- (3 jobs)
I love helping female boutique owners make sense of their business finances. I work exclusively in Quickbooks Online, and am a Quickbooks Online ProAdvisor. I recently read the book Profit First, and love to help other entrepreneurs begin to really grow their profit margins by implementing what I've learned. In my 7+ years as a corporate Accountant for a small business accountant, I have been responsible for nearly every type of accounting task. I have also been responsible for training new employees, and have a a great ability to explain financial details in a way that those who are not as financially minded can easily understand. Since starting my own business in 2021, I have learned that retail businesses are my favorite I have experience using Shopify, Woocommerce, CommentSold, Franpos, and Square sales platforms. Feel free to reach out if you have any questions!

Bank Reconciliation
Procedure Manual
Accounting Basics
Training
Bookkeeping
QuickBooks Online
Data Entry
Financial Accounting
Balance Sheet
Accounts Payable
Accounts Receivable
Intuit QuickBooks
Account Reconciliation
$60 hourly
Delma K.
- 5.0/5
- (3 jobs)
Am a Tax Planning Expert, QuickBooks Clean-Up Specialist and Advisor. When an expert with all these skills works on your finances, 𝗠𝗔𝗚𝗜𝗖 will happen. My mission is to help business owners reduce their tax liability by creating tax plans that saves them $10,000+ in taxes, provide advisory services to help set their business for success & increase their profit by optimizing their financial records and providing actionable data they can use to make decisions to grow their business. Also we perform MESSY quickbooks clean-ups to get business owners back on track. With our expertise, We have also developed systems and processes that leverage technology to provide fast & accurate services. 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿𝗲𝗱 ✅ Advisory Services ✅ Tax Planning & Advisory ✅ Clean-Up MESSY QuickBooks Files, Set-Up, Catch-Up ✅ Fill 1099’s ✅ Perform Diagnostic Reviews ✅ File BOI ✅ Payroll and Bookkeeping ✴️ 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 Advisory services help set-up business for success & increase profitability. This includes cash-flow management, budgeting, forecasting 📈 Help you achieve your business financial and growth goals ✴️ 𝗘𝘅𝗽𝗲𝗿𝘁 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 Our Tax Planning Services help business owners pay ZERO or less taxes. Tax planning is not only for the rich, tax planning is for everyone! With 1000+ tax strategies issued by the IRS, we create tax plans, custom to your situation to help lower your tax burden. We have saved $100,000+ in taxes for business owners and individuals, who used the cash to reinvest in business, take an extra vacation & save for retirement. ✴️ 𝗖𝗹𝗲𝗮𝗻-𝗨𝗽 𝗠𝗘𝗦𝗦𝗬 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗙𝗶𝗹𝗲𝘀, 𝗖𝗮𝘁𝗰𝗵-𝗨𝗽, 𝗦𝗲𝘁-𝗨𝗽 MESSY files are annoying. As clean-up specialists, we fix MESSY quickbooks files & bring them up-to-date. This includes undeposited funds, duplicate income, negative accounts, accounts payable & receivable that don’t match, never categorized or reconciled transactions. It takes us 30 days to get one-year clean-up done but if your source documents are organized & you cooperate with us, we can take less than that! ✴️ 𝗣𝗲𝗿𝗳𝗼𝗿𝗺 𝗗𝗶𝗮𝗴𝗼𝗻𝗶𝘀𝘁𝗶𝗰 𝗥𝗲𝘃𝗶𝗲𝘄𝘀 Do you feel like your books are not ok? Perform a diagnostic review. These reviews help identify any 🚩🚩 red flags 🚩🚩 see what has been done so far in your bookkeeping, and outline a plan of action to get you back on track. ✴️𝐅𝐢𝐥𝐞 𝟏𝟎𝟗𝟗'𝐬 IRS requires business owners to fill 1099’s before the end of January each year to avoid penalties. Advance 1099 planning is required to help file 1099’s each year smoothly. We thrive in offering this service by installing systems in place to help get this done on time. ✴️ 𝗙𝗶𝗹𝗲 𝗕𝗢𝗜 To be compliant, every Corporation needs to file BOI reports before 01/2025 or 30 days after registration, failure to do so will lead to issues that you never want to deal with. $500/day penalty, 2 years in prison or both! We help corporations be compliant by filling your BOI reports ✴️ 𝗣𝗮𝘆𝗿𝗼𝗹𝗹 & 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 This includes managing accounts payables & receivables, update chart of accounts to meet business needs, categorization, reconciliation, perform final reviews, ensure accuracy, issue financial reports and have a monthly free 30-minute meeting to discuss financial reports 𝗛𝗢𝗪 𝗗𝗢 𝗪𝗘 𝗪𝗢𝗥𝗞 𝗧𝗢𝗚𝗘𝗧𝗛𝗘𝗥❓ 💥 Send me an invitation or Accept my proposal 🗣️ Schedule a FREE 15-minute call to discuss your situation together & outline plan to action 🔥 Add me to your QuickBooks file ✍️ Sign service agreement & make payment 💯 Get to WORK 𝗤𝗨𝗔𝗟𝗜𝗙𝗜𝗖𝗔𝗧𝗜𝗢𝗡𝗦 🎓 4-year Accounting Studies ✨Annual H&R Block Tax classes to help be up-to-date with frequent tax code changes 🚀 Certified QuickBooks Online ProAdvisor [Also take annual recertification classes] 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬 ⭐⭐⭐⭐⭐𝐐𝐮𝐢𝐜𝐤 𝐁𝐨𝐨𝐤𝐬 𝐚𝐧𝐝 𝐁𝐞𝐲𝐨𝐧𝐝 [Meva, July 17, 2024] "I consulted Delma on various pitfalls of my company. A talk with her was an eye opener. I realized how much I had missed on my financial planning. She's eloquent, cost friendly and knowledgeable. I am motivated to resume business. I would highly recommend Delk Financial Llc to help shape your vision. From CEO CARE Staffing Service Master Link.inc." 💯 “𝗧𝗢 𝗖𝗥𝗘𝗔𝗧𝗘 𝗖𝗛𝗔𝗡𝗚𝗘, 𝗬𝗢𝗨 𝗛𝗔𝗩𝗘 𝗧𝗢 𝗧𝗔𝗞𝗘 𝗔𝗖𝗧𝗜𝗢𝗡” 💯

Bank Reconciliation
Account Reconciliation
QuickBooks Online
Accounts Payable Management
Bookkeeping
Tax Preparation
Payroll Accounting
Accounts Receivable
$50 hourly
Joe D.
- 5.0/5
- (12 jobs)
Everyone has a certain tolerance for risk. From free solo mountain climbers to work-from-home accountants, we all land somewhere on the spectrum. With a bachelor’s degree in finance, a QuickBooks ProAdvisor certification, and an admission to practice before the IRS as an Enrolled Agent, you might assume you know where I land… But I love risk! It’s the reason entrepreneurs disrupt established markets, it’s a critical feature of any high-return investment, and, above all, it makes the world a more interesting place. You simply can’t have innovation without risk. But – not all risk is equal. As wonderful as it is to start your own business or to cash in big on a winning stock, that excitement will fade quickly if you don’t have your ducks in a row. Financial disorganization and poor tax planning are the kinds of risks that offer zero reward. This is where I come in. My firm, Dubbels Bookkeeping & Tax, works tirelessly to ensure my clients waste no time slogging through books or struggling through tax returns. This leaves them with plenty of opportunity to take those calculated risks, while maintaining the peace of mind that the important things are accounted for. To those interested in working together, I’m offering: Reliable & Timely Financial Management: - Monthly financial account reconciliation - Accounts Receivable/Payable: invoice issuance, bill pay, collections, reporting - Payroll, including quarterly tax filings & contractor payments - Financial statement preparation & presentation: P/L, Balance Sheet, Cash Flow - Estimated/sales tax calculation & payment - Financial Forecasting: Proactive analysis and prediction of financial trends Swift & Precise Tax Preparation: - Individuals: Form 1040, Schedules A, B, D, E - Business owners: Schedule C (1040), Forms 1065, 1120S, 990 - Planning strategies to maximize deductions & avoid unnecessary taxable events - Tax Analysis: Evaluation of tax implications and strategic planning for optimal outcomes

Bank Reconciliation
Account Reconciliation
Accounting
Financial Reporting
Finance & Accounting
Financial Analysis
Data Management
QuickBooks Online
Financial Statement
Bookkeeping
Payroll Accounting
Communication Skills
Tax Preparation
Intuit QuickBooks
$40 hourly
Cassandra B.
- 5.0/5
- (2 jobs)
I've been providing bookkeeping and payroll services for over 15 years. In those years I've worked with many different solutions, including but not limited to AccountEdge, Xero, QuickBooks, Gusto, ADP, SurePayroll, Shopify, Deputy, Harvest, & WorkflowMax to name a few. Over the years I've learned that what I love most is implementing and streamlining business processes while keeping up with the latest technologies . Being detail oriented, I thrive in these roles and it is very rewarding to see owners and employees being able to put their focus on other business matters. I'm an expert in Xero and AccountEdge and have a deep understanding of many different software programs. I've also worked with many industry types, including Graphic Design, Interior Design, Photography, Engineering, Manufacturing, Construction, Publishing, ecommerce and more! No matter the industry or the state of your books, I know I can help! If you are struggling with bookkeeping processes, I would love to help make it as easy as possible.

Bank Reconciliation
Payroll Reconciliation
Software Consultation
Implementation
Training
Sales Tax
Bookkeeping
Gusto
Xero
Accounting Basics
Financial Statement
WorkflowMax
GAAP
Accounting
Intuit QuickBooks
$40 hourly
Sara S.
- 0.0/5
- (9 jobs)
• QuickBooks online or desktop managements. • Current PTIN, and Authorized E-File provider with IRS • Year End Processes • Phone work with IRS gathering refund statuses for clients. • Preparing both Personal and Business tax returns 1040 • 1120 for C-Corp, S-Corp, Schedule C for self-employed and LLC, 1099 reporting. • AR, AP, Billing • Profit and Loss Statements preparation. • Effective user of technology, Microsoft office; Excel, Word. • Tax software: TaxSlayer Turbo Tax Intuit and . Everything can be prepared remotely via email and zoom.

Bank Reconciliation
Accounts Payable Management
Accounts Receivable Management
Intuit QuickBooks
Tax Preparation
$35 hourly
Cindy L.
- 0.0/5
- (3 jobs)
20+ years experience as a QuickBooks Advisor and user. Assist clients in setting up their business in QuickBooks, as well as maintaining and understanding their financials so they can focus on what they do best, run their business.

Bank Reconciliation
Financial Statement
Microsoft Office
Intuit QuickBooks
Bookkeeping
Accounts Payable
$26 hourly
Jordyn D.
- 5.0/5
- (1 job)
An energetic self-starter with strong communication skills, resourceful, organized, and a flexible professional who enjoys learning new skills as well as sharpening current skills. I work well independently as well as in a group. I also can adapt to changing priorities and maintain a positive attitude and strong work ethic. I am proficient in Microsoft Office, Google Docs, and QuickBooks.

Bank Reconciliation
Virtual Assistance
Chatbot Training
Scheduling
Business Management
Customer Care
Email Support
Google Workspace
Bookkeeping
Inventory Management
Task Coordination
Data Entry
Communications
Microsoft Office
Email Communication
$20 hourly
Amanda H.
- 5.0/5
- (1 job)
I know you have a million different things you'd rather be doing than working on your books, so let me take that problem off your hands! I put 100% into everything that I do, and I guarantee that you will be happy with my work. I am a certified Bookkeeper through Bookkeeper Launch and a certified Quickbooks Proadvisor who can help with: - Setting up new Quickbooks Online accounts -Maintaining Books -Accounts Payable/Receivable -Journal Entries -Bank/Credit Card Reconciliations -Clean-ups -Financial Reporting -Depreciation Tracking If you're looking to work with someone who works just as hard as you do, shoot me a message! I look forward to hearing from you!

Bank Reconciliation
Google Sheets
QuickBooks Online
Light Bookkeeping
Microsoft Excel
Accounts Payable
Accounts Receivable
Intuit QuickBooks
Bookkeeping
$44 hourly
Kelly L.
- 5.0/5
- (1 job)
I've dedicated over a decade of my professional journey to making numbers make sense and ensuring that people thrive in their workplace. My skill set extends to project coordination, where I've successfully managed and executed a variety of projects, ensuring they stay on track and meet their objectives. Known for my exceptional planning and communication skills, I'm not just a numbers person; I'm a people person too!

Bank Reconciliation
Payroll Accounting
Calendar Management
Email Communication
Notarization
Virtual Assistance
Administrative Support
Human Resources
Accounting
Accounting Basics
Customer Service
Receptionist Skills
$35 hourly
Lynn R.
- 0.0/5
- (4 jobs)
Certified QuickBooks Online ProAdvisor🔸Serving small businesses entrepreneurs🔸Catchup/Cleanup/Setup/Reconcile🔸 Do you feel lost, overwhelmed, or guilty about neglecting your books? Whether it's managing expenses, reconciling accounts, or preparing financial reports, I’ve got you covered. Know exactly how much you earned from that last job or sale and feel confident making informed financial decisions. Let's get you caught up and simplify your process together! 💥What can you outsource to me? ✔QuickBooks account setup ✔Setup Chart of Accounts ✔Cleanup/catchup books that have gotten behind. ✔Organize your transactions to ensure clean, tax-ready financials. ✔Reconcile your bank/credit card accounts to ensure accurate numbers. ✔Custom reports to help you understand your numbers and make informed decisions. ✔ Don't know what you need? No problem! Let's figure it out together! 💥Getting started is easy: 1. Discovery call: Schedule a 15-minute Zoom call to get to know you and your business. 2. QBO Review: I'll review your books and outline a plan to get you back on track. 3. Action Plan: I'll follow up with my findings, a detailed proposal, and project cost. 👉Why work with me? 📌Certified QuickBooks Online ProAdvisor 📌Personalized services to meet your specific needs. 📌Dedicated to maintaining confidentiality and trust in managing your financial data. 📌Accurate data entry, reconciliation, and financial reporting, ensuring you receive reliable, error-free bookkeeping ➡A little about me: I'm a certified QuickBooks Online ProAdvisor. While I’m just getting started on Upwork, I’m not new to bookkeeping! After 7 years of managing the books for my husband's engineering/consulting business (S-Corp), I developed a good understanding of how a small business operates and the immense time-saving benefits a dedicated bookkeeper can provide. This experience inspired me to start my own bookkeeping company, Abbie Lake Ledger. My end goal is to help you simplify your process and the time-consuming tasks of running a business. If you're ready to get started let's chat!

Bank Reconciliation
Microsoft Excel
Customer Service
Transaction Data Entry
QuickBooks Online
Bookkeeping
$55 hourly
Fatima S.
- 0.0/5
- (0 jobs)
At EPG Brand Acceleration, our team leverages my QuickBooks expertise to enhance financial processes, ensuring precision and effectiveness. In parallel, my role at Sun Country Airlines revolves around delivering exceptional service, managing passenger interactions with care and providing vital information that ensures a seamless travel experience. Currently pursuing a Master of Science in Accounting at Saint Mary's University of Minnesota, I am steadfast in uniting theoretical knowledge with practical application. Our organization benefits from my educational journey as I apply contemporary accounting practices and customer service excellence to drive operational success and contribute to our collective growth.

Bank Reconciliation
Forecasting
Budget
Journal Entries
Excel Macros
QuickBooks Online
Account Management
$35 hourly
Travis G.
- 0.0/5
- (0 jobs)
I'm a CPA with over fifteen years of experience in finance and accounting. I have worked my way from AR/AP to a controller during this period. I'm currently working as an Interim Finance Professional helping companies with their temporary finance and accounting needs. I'm looking to take on AR/AP, month end close, payroll, budgeting, sales tax, and year end responsibilities. I am familiar with a variety of accounting tools, QuickBooks Desktop, QuickBooks online, Sage 50, Sage Intacct, SAP, Avatax, Bill.com, Expensify and Ramp. I am also well versed in Excell, Power Point and Power BI.

Bank Reconciliation
Bill.com
Expensify
Account Reconciliation
Financial Analysis
SAP
Sage 50 Accounting
Gusto
Payroll Accounting
Accounting
Sales Tax
Budgeting & Forecasting Software
Sage Intacct
QuickBooks Online
$35 hourly
James B.
- 0.0/5
- (0 jobs)
Motivated, self starter with attention to detail. Detail oriented bookkeeper with experience in payroll. Looking for some side work to expand my resume. Proficiency in Quickbooks and Microsoft Office, but also a very fast learner on any computer software. Friendly and cooperative!! Good communicator!

Bank Reconciliation
Property Tax
Sales Tax
Payroll Accounting
Account Reconciliation
Balance Sheet
Accounts Payable
Accounts Receivable
Bookkeeping
Financial Accounting
Accounting
Microsoft Office
Microsoft Excel
Intuit QuickBooks
$35 hourly
Cassie B.
- 0.0/5
- (0 jobs)
Need a seasoned bookkeeper for your business size? With 20+ years in manufacturing, e-commerce, restaurants, and more, I deliver precise bookkeeping that saves time and drives growth. Specializing in QuickBooks/QBO, I offer tailored packages—third-party payroll coordination included—for small startups to large enterprises. My $35/hr rate applies to custom projects. Core Services: - Reconciliations & financial statements - A/P, A/R & third-party payroll coordination (e.g., Gusto, QuickBooks Payroll) - Custom reports & tax prep support Packages: - Small Business ($150/mo): Reconciliations, tracking, summary, payroll coordination (1-2 accounts) - Medium Business ($350/mo): Small + full financials, A/P, A/R, payroll coordination (3-5 accounts) - Large Business ($600/mo): Medium + tax prep for CPA, CPA coordination, payroll coordination (6+ accounts) Add-Ons: - QuickBooks Setup ($150) - Payroll Processing ($75-$300/mo based on employees) - One-Time Clean-Up (starting at $250, billed hourly) Industries: Manufacturing, E-commerce, Restaurants, Retail, Catering, Imports, Events. Skills: Bookkeeping, QuickBooks Desktop, QuickBooks Online, Payroll Processing, Third-Party Payroll Coordination, Financial Reporting, Tax Preparation Assistance, Accounts Payable, Accounts Receivable, Inventory Tracking Message me to streamline your finances!

Bank Reconciliation
Problem Solving
Google Sheets
Microsoft Excel
Payroll Accounting
Accounts Receivable
Accounts Payable
Expense Reporting
Account Reconciliation
Data Entry
QuickBooks Online
Intuit QuickBooks
Bookkeeping
$30 hourly
Thomas T.
- 0.0/5
- (0 jobs)
I recently transitioned into a career in bookkeeping to establish and grow Life is Life Corporation. To me, bookkeeping is more than just analyzing numbers and generating reports—it’s about building strong relationships with business owners and supporting their growth. As your bookkeeper, I am committed to working alongside you to strengthen your business, ensuring that both our partnership and your financial success continue to flourish. ADB Certification Intuit Trained Bookkeeper Intuit Certified Level 1 ProAdvisor

Bank Reconciliation
Accounts Receivable
Accounts Payable
Inventory Report
Payroll Accounting
Cash Flow Analysis
Cash Flow Statement
Income Statement
Financial Report
Finance & Accounting
Bookkeeping
QuickBooks Online
$30 hourly
Amalia E.
- 0.0/5
- (0 jobs)
Versatile HR and finance professional with over 5 years of experience across retail, banking, and education sectors. Skilled in data analysis, payroll processing, and customer service, with a proven track record in streamlining HR processes and fostering positive work environments. Bilingual in English and Spanish, I bring strong problem-solving abilities and a commitment to delivering high-quality solutions to every project.

Bank Reconciliation
Bilingual Education
Finance
Spanish
Compensation & Benefits
Recruiting
Front Desk
Accounts Receivable
Accounts Payable
Customer Experience
Human Resources
Microsoft Project
Virtual Assistance
Project Management
Data Entry
$35 hourly
Natalya M.
- 0.0/5
- (0 jobs)
Having worked in the accounting field for over twenty years, I have developed a deep understanding of financial principles and regulations. My attention to detail and analytical skills have allowed me to successfully identify and resolve discrepancies, ensuring accurate financial reporting. Moreover, my proficiency in utilizing accounting software QuickBooks and advanced Excel functions has enabled me to streamline processes and improve efficiency within previous organizations.

Bank Reconciliation
Tax Preparation
Payroll Reconciliation
Payroll Accounting
Financial Report
Tax Accounting
Bookkeeping
Accounting
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