U.S. Quickbooks Online Expert Needed to Review and Simplify QBO Setup
Only freelancers located in the U.S. may apply.U.S. located freelancers only
I need an experienced U.S.-based QuickBooks Online bookkeeper (not a CPA) to review my existing QuickBooks Online Plus company file and ensure it is organized, accurate, and easy for my CPA to use at tax time. A previous freelancer has already completed the initial setup, including Chart of Accounts and Classes. I now want an independent review by an experienced U.S. QBO professional. I am looking for someone who will: Review the entire QuickBooks Online setup for accuracy. Verify that assets, liabilities, income, and expenses are categorized correctly. Identify and correct any accounting misinterpretations. Simplify the Chart of Accounts where appropriate. Remove unnecessary complexity and unused features. Ensure the file is organized for efficient year-end CPA preparation. Recommend QBO best practices for a single-owner S-Corporation. Explain any recommended changes during a Zoom screen-sharing session. For example, one investment account contribution was initially interpreted as a long-term loan rather than a recurring SEP-IRA contribution. I want an experienced reviewer who can identify and correct issues like this before they become tax problems. This is not a bookkeeping data-entry project. It is a quality-control review and optimization of an existing QuickBooks Online setup. Requirements: U.S.-based. Expert in QuickBooks Online Plus. Strong bookkeeping background (CPA not required). Experience preparing files for CPAs. Available for Zoom screen-sharing sessions. Excellent English communication.
- Less than 30 hrs/weekHourly
- < 1 monthDuration
- ExpertExperience Level
$35.00
-
$55.00
Hourly- Remote Job
- One-time projectProject Type
Skills and Expertise
Activity on this job
- Proposals:20 to 50
- Last viewed by client:6 days ago
- Hires:1
- Interviewing:0
- Invites sent:0
- Unanswered invites:0
About the client
- United StatesWellington5:46 AM
- $5.9K total spent11 hires, 4 active
- 447 hours
- Individual client
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by