You will get monthly bookkeeping and support
Project details
Monthly bookkeeping handled by a CPA with 14+ years of experience in tax and accounting. This is not basic data entry — the books are maintained with the end goal of producing clean, accurate financials that are ready for tax preparation with minimal follow-up.
This service includes ongoing bookkeeping, cleanup as needed, account reconciliations, and support for accounts payable and receivable. Financials are kept organized and consistent so there are no surprises at month-end or during tax season.
Experience includes QuickBooks Online (ProAdvisor), Xero, and Wave, allowing for efficient work within your existing system.
Ideal for business owners who want reliable books that are maintained correctly the first time and don’t require rework when it’s time to file.
This service includes ongoing bookkeeping, cleanup as needed, account reconciliations, and support for accounts payable and receivable. Financials are kept organized and consistent so there are no surprises at month-end or during tax season.
Experience includes QuickBooks Online (ProAdvisor), Xero, and Wave, allowing for efficient work within your existing system.
Ideal for business owners who want reliable books that are maintained correctly the first time and don’t require rework when it’s time to file.
Data Entry Type
Data Cleansing, Error Detection, Online ResearchWhat's included
| Service Tiers |
Starter
$350
|
Standard
$700
|
Advanced
$1,100
|
|---|---|---|---|
| Delivery Time | 10 days | 12 days | 14 days |
Number of Revisions | 2 | 3 | 3 |
Number of Hours of Work | 4 | 10 | 15 |
Formatting & Clean Up | |||
Graph & Table Creation | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Transactions
(+ 2 Days)
+$175
4 reviews
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DP
Denis P.
Jul 15, 2021
Bookkeeping for Architecture Firm
Although Sarah did complete the work I asked her to complete, it was not on completed when I needed it to be. She was unresponsive for weeks at a time and I contacted her via upwork and via her email.
VM
Vince M.
Mar 24, 2021
Tax Preparer/Manager (HUGE Growth Opportunity)
DY
Danny Y.
Feb 10, 2021
Preparing TY2019 IRS Form 940 for a C-corp
SV
Sally V.
Feb 4, 2019
Tax accountant needed for questions
About Sarah
Certified Public Accountant
Guthrie, United States - 4:15 am local time
CPA with 14+ years of hands-on experience in accounting, tax, and financial reporting. I currently serve as a Tax & Accounting Manager, which means I don’t just “do bookkeeping” — I understand exactly how your books need to look when it’s time to prepare and file returns.
Most bookkeeping issues aren’t about data entry — they’re about structure, accuracy, and making sure everything ties out cleanly for tax preparation. That’s where I come in.
I specialize in:
Cleaning up messy or incomplete books
Structuring financials so they flow seamlessly into tax returns
Reconciling accounts with precision and clear audit trails
Identifying and correcting misclassifications that cause tax issues
Delivering books that tax preparers can use immediately, without back-and-forth
I’m a QuickBooks Online ProAdvisor and also have experience working in Xero and Wave, allowing me to step into a variety of systems and get results quickly.
Whether you need a full historical cleanup or ongoing support, the goal is the same: clean, reliable financials with zero surprises at tax time.
If your books are behind, inconsistent, or creating extra work during tax season, I can fix that.
Steps for completing your project
After purchasing the project, send requirements so Sarah can start the project.
Delivery time starts when Sarah receives requirements from you.
Sarah works on your project following the steps below.
Revisions may occur after the delivery date.
1. Gather documents
Gather supporting documents that include bank statements, credit card statements, daily sales reports, or anything else needed.
2. Review documents
Review of documents to make sure everything is included, and note if any documents are missing.