U.S. Quickbooks Online Expert Needed to Review and Simplify QBO Setup

Posted 2 weeks ago

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

Summary

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/week
    Hourly
  • < 1 month
    Duration
  • Expert
    Experience Level
  • $35.00

    -

    $55.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Intuit QuickBooks
Bookkeeping
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
Member since Aug 29, 2018
  • United States
    Wellington5:46 AM
  • $5.9K total spent
    11 hires, 4 active
  • 447 hours
  • Individual client

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