You have the reports — but do you know what changed?
I help business owners, managers, and advisory professionals organize financial and operating data, identify discrepancies, explain trends and variances, and prepare clear internal analysis for review.
My work sits in the space between bookkeeping and decision-making.
A bookkeeper may keep the records updated. A CPA may handle taxes and official financial matters. But many businesses still need help understanding what changed, what looks unusual, what information may be missing, and what questions should be asked before decisions are made.
That is where I can help.
I have 20+ years of experience in decision-support analysis, accounting support, reconciliations, financial review, variance analysis, reporting, and business data review. I enjoy digging into the numbers, finding what changed, and turning scattered information into clear observations clients can use as part of their own internal review process.
I can help with:
Monthly decision-support analysis
Financial and operating data review
P&L variance analysis
Budget vs. actual review
Forecast vs. actual review
Revenue and expense trend analysis
Account fluctuation review
Bank, credit card, and account reconciliation support
Month-end close support
Expense report review
Customer, client, location, department, job, or project-level data review
Discrepancy identification and follow-up notes
Written analysis summaries
Ad hoc reporting for meetings, client reviews, lender conversations, or internal planning
My best-fit clients are businesses or advisory professionals who need recurring monthly support, but do not have enough work to hire a full-time internal analyst.
A typical ongoing engagement may include reviewing monthly reports or data, preparing a written analysis summary, identifying notable changes or discrepancies, documenting follow-up questions, and supporting unscheduled reporting requests when they arise.
I am also a good fit for fractional CFOs, controllers, CPAs, bookkeepers, and consultants who need dependable analysis support underneath their client advisory work.
Important service boundary: I do not make business decisions for clients, recommend a specific course of action, prepare taxes, prepare financial statements, provide audit or assurance services, or provide legal, tax, or investment advice. My role is to organize, review, summarize, and present observations from the data provided. Final decisions remain with the client.
If you need an experienced analyst who can help you understand what changed, what looks off, and what your financial or operating data may be showing, I would be glad to discuss whether monthly decision-support analysis is a fit.
Account Reconciliation
Month-End Close Assistance
Data Analysis
Microsoft Excel
Power Query
Operations Analytics
Financial Analysis
Business Analysis
Financial Variance Analysis
Forecasting
Budget
Trend Analysis
Store Management Reporting
Data Cleaning
Process Improvement
Maddie K.
Forest City, Iowa
$40/hr
5.0
15 jobs
I help small business owners free up their time.
Small business owners often add “Bookwork” to their to do list, and because life happens and being a business owner gets busy, this task gets moved to a later date and a later date. Come tax time, it can be a huge stressor and then they have to seek additional support to play catch up and clean up.. With my 4-step method, I can catch you up to date and maintain your financial records so you can easily view your finances and make informed decisions to maximize your profits while being fully prepared for tax season.
I have experience in payment processors and online services such as Shopify, Square, Stripe, PayPal, and Clover to name a few. They can create a mess in the bookkeeping space if not done right. I specialize in several service based industries, including creative service businesses in the wedding arena, estheticians, transportation companies, and e-commerce businesses on platforms such as Shopify.
My services include but not limited to:
- setting up clients with QuickBooks Online
- ongoing bookkeeping with QuickBooks Online
- catching up on overdue bookkeeping
- managing invoicing and payments
- providing personalized charts of accounts and reports to meet your business goals and objectives
- reconciling each bank account so you can be sure the numbers are right
- providing a streamline and predictable process to keep things running smoothly
To get started
I need Accountant User access to your Quickbooks Account
I will then provide a review
Next would be communication to discuss the findings of the review and a game plan moving forward if you would like continued services
Hire me and sit back and relax while your bookkeeping needs for you and your business are met. Stress free tax preparation sounds great to me!
As the owner of Maddie Kadner Bookkeeping in Northern Iowa, I take pleasure in helping small business owners understand their finances to make better financial decisions. I am a certified QuickBooks Proadvisor with a wide range of bookkeeping experience that has helped me be a specialist in my area with platforms like PayPal, Square, Hubdoc, Harvest, Google Workspace, Relay, other integration softwares, and Quickbooks Online.
My official Qualifications:
- Certified ProAdvisor in QuickBooks Online
- AAS Degree
If you are interested, we can schedule a call to discuss your business further and determine a more detailed pricing plan.
Bookkeeping
Intuit QuickBooks
Small Business Administration
QuickBooks Online
Square
Nathan A.
Milford, Iowa
$50/hr
5.0
70 jobs
I’m a QuickBooks expert specializing in accurate accounting solutions. With extensive experience in bookkeeping and a deep understanding of QuickBooks, I provide tailored financial management services to optimize your business operations. From setup and payroll management to comprehensive financial analysis, I offer efficient solutions to streamline your finances and support informed decision-making.
Services:
- QuickBooks Setup and Customization
- Bookkeeping and Financial Reporting
- Accounts Payable and Receivable Management
- Payroll Administration and Compliance
Why Choose Me?
- Proven Expertise in QuickBooks and Accounting
- Meticulous Attention to Detail
- Timely Delivery and Deadline Management
- Open and Transparent Communication
- Customized Solutions for Your Business Needs
Experience:
- 7 years in managing end-to-end bookkeeping processes, financial reporting, and accounting operations.
- Led teams in payroll management, financial analysis, and tax preparation, ensuring compliance.
Let's collaborate to optimize your accounting processes with QuickBooks expertise. Contact me today for efficient and accurate financial management solutions that align with your business goals.
Bookkeeping
Bank Reconciliation
Data Entry
Accounting
Microsoft Excel
Financial Accounting
Financial Audit
Cost Analysis
QuickBooks Online
Katherine S.
Le Mars, Iowa
$18/hr
5.0
8 jobs
Detail‑oriented Bookkeeper and Data Entry Specialist with a strong accounting background and hands‑on experience reviewing financial documents through tax preparation. I help small businesses stay organized, accurate, and up‑to‑date by managing transactions, reconciling accounts, and maintaining clean financial records. I’m reliable, calm under pressure, and committed to delivering precise, error‑free work every time.
Data Entry
Microsoft Excel
WordPress
Microsoft Office
Copywriting
Word Processing
Jack S.
Iowa City, Iowa
$35/hr
5.0
1 jobs
Detail-oriented and results-driven Risk, Finance, and Data Analyst
with hands-on experience in risk management, financial analysis,
and data visualization using tools like Power BI, SQL, and Excel.
Proven success in managing complex financial portfolios, optimizing
processes, and delivering actionable insights that drive business
performance. Committed to continuous learning and professional
growth, consistently seeking new knowledge and skills to stay
ahead in the dynamic world of data and finance. Experienced in
collaborating with cross-functional teams and working independently
in remote settings to ensure timely, accurate results. Passionate
about leveraging data-driven strategies to solve business challenges
and improve decision-making. Open to new opportunities where I
can apply my analytical expertise to make a meaningful impact.
Data Analysis
SQL
Tableau
R
Python
Financial Reporting
Budgeting & Forecasting Software
Microsoft Power BI
Data Visualization
Data Cleaning
Financial Analysis
Jayme A.
Brooklyn, Iowa
$41/hr
5.0
11 jobs
Hello! Thank you for taking the time to review my profile. I have over 20+ years of diverse accounting experience and a passion for crunching the numbers. My accounting work experiences has developed unique business acumen skills that has given me a higher comprehension of the accounting/bookkeeping procedures and processes. I am detail-orientated, a multi-tasker, organized self-started, independent with a drive to meet deadlines, a team player, and a strong verbal and written communicator.
Below are some recent projects/task I have completed:
Recent clean up project - YTD transactions totaled 3827, books have 18 accounts to reconcile and with prompt communication with the client I was able to have the YTD complete in 7 weeks. Communicate and response time is key in getting the work done timely and efficiently.
Recent workflow correction - Client started using QBO Bills and Invoices in Aug 2022. Was not matching the 280 transactions per month. Complex transactions with over payments and under payments for both deposits and withdrawals. After training for 3 days the workflow was corrected and the future transactions were matching correctly. This was caught in Oct 2022. 2 months of transactions were cleared up in 3 weeks with diligent research, transactional edits and constant communication.
My skills are expert level in the following:
Reconciliations
Accounts Receivable
Accounts Payable
Payroll - wages and tax (EE and ER)
Month-end closing
GAAP
Financial Analysis
Financial Reports
Budgets
Forecasting
Inventory
QuickBooks - ProAdvisor Certification
Payroll software - ADP, Paycheck and QuickBooks Payroll
Office applications - Word, Excel, Power Point and One Note
Google docs
Super tech savvy
Communication applications - email, slack, text, zoom
Verbal and written communication
Profit and Non-Profit, Corp, S-Corp, Partnerships, LLC and Sole Proprietor
Please feel free to contact me directly to discuss more about your business needs and how my skills mentioned above can meet those business needs.
With kind regards,
Jayme
Bookkeeping
Accounting Software
Account Reconciliation
General Ledger
Month-End Close Assistance
Payroll Accounting
Financial Reporting
Tax Law
Analytics
Budget Planning
Accounts Payable Management
Microsoft Office
QuickBooks Online
Asset Management
Document Conversion
Accounts Receivable Management
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