Senior QuickBooks Accountant Controller Cleanup and 2025 Tax Preparation Fixed Price

We are seeking an experienced CPA, QuickBooks Online accountant, or controller to complete a one-time, fixed-scope project. The objective is to clean up and fully reconcile our 2025 books so they are accurate, complete, and ready for CPA review and tax filing. This is a fixed-price engagement. We are not looking for hourly work. Scope of Work Full cleanup of QuickBooks Online for 2025 Categorization of all transactions Reconciliation of all bank and credit card accounts Identification and resolution of discrepancies or incorrect balances Review and correction of financial statements Delivery of finalized, tax-ready financials The end goal is that a CPA can review the books and proceed with filing without requiring additional cleanup or adjustments. Recording and Narration Requirement (Mandatory) As part of this engagement, you are required to record your screen and provide clear narration for all work performed related to this project. This includes, but is not limited to: Recording all work performed within QuickBooks Recording any external work related to the engagement (reviewing bank statements, organizing data, analyzing discrepancies, etc.) Verbally explaining what you are doing and why at each step Clearly walking through your thought process, reasoning, and decision-making Explaining how you identify and resolve discrepancies Narrating any assumptions, judgment calls, or alternatives considered The goal is to capture not only the actions taken, but also the full context behind those actions, including how and why decisions are made. All major steps in the cleanup and reconciliation process must be recorded and explained. Recordings should be organized by task (for example: bank reconciliation, transaction categorization, adjustments, etc.). This requirement is mandatory and a core part of the deliverables. Compensation Budget range: $2,000 - $3,000 Ideal Candidate Advanced proficiency in QuickBooks Online (Accountant level) Strong experience with cleanup and reconciliation projects Experience preparing books for CPA or tax filing Ability to clearly explain accounting processes and reasoning while working Experience working with startups or growing companies CPA preferred. If you are a CPA and able to also prepare and file taxes, please indicate this in your proposal. Application Requirements Please include: Examples of similar cleanup projects you have completed Confirmation that you are willing to record and narrate all work performed, including thought process and decision-making Your proposed flat fee and estimated timeline Whether you are a CPA and able to file taxes