You will get Monthly Bookkeeping Cleanup & Reconciliation
Project details
I provide clean, straightforward bookkeeping cleanup for small businesses that want accurate, organized financial records without stress or confusion.
This service focuses on reconciling accounts, categorizing transactions, and cleaning up bookkeeping so your records are clear, consistent, and ready for reporting or tax preparation. It is ideal for business owners who have fallen behind on bookkeeping or want reliable monthly organization without hiring in-house help.
I work with QuickBooks Online, and spreadsheets. This project focuses on organization and reconciliation only and does not include tax filing or financial advice. Delivery begins once access and required details are provided. Ongoing monthly bookkeeping support is available if needed.
This service focuses on reconciling accounts, categorizing transactions, and cleaning up bookkeeping so your records are clear, consistent, and ready for reporting or tax preparation. It is ideal for business owners who have fallen behind on bookkeeping or want reliable monthly organization without hiring in-house help.
I work with QuickBooks Online, and spreadsheets. This project focuses on organization and reconciliation only and does not include tax filing or financial advice. Delivery begins once access and required details are provided. Ongoing monthly bookkeeping support is available if needed.
Purpose
BusinessIndustry
Real EstateLanguage
EnglishWhat's included $350
These options are included with the project scope.
$350
- Delivery Time 5 days
- Number of Revisions 1
- Number of Hours of Work 4
About Emily
Real Estate Operations & Bookkeeping Support
St. Augustine, United States - 2:01 pm local time
I help real estate agents and small teams stay organized, compliant, and out of admin overwhelm — so they can focus on clients and closing deals instead of chasing details.
With 10+ years of experience supporting real estate businesses, I handle the behind-the-scenes work that keeps transactions, listings, and systems running smoothly. I’m a licensed Florida Realtor with hands-on experience managing MLS listings, transaction files, CRM systems, and vendor coordination across fast-moving environments.
I also provide clean, straightforward bookkeeping support for small businesses, including reconciliations, expense categorization, and record preparation — not tax advice, just accurate, organized books.
Services I offer:
• Transaction coordination (contract to close)
• MLS input & listing management
• CRM setup, cleanup & pipeline management (Follow Up Boss, kvCORE, etc.)
• Client, vendor & internal communication
• Light bookkeeping (QuickBooks, Wave, spreadsheets)
• Calendar & inbox support
I’m detail-oriented, proactive, and easy to work with. If you want someone who handles the boring but critical tasks correctly — without micromanagement — I’m happy to help.
Steps for completing your project
After purchasing the project, send requirements so Emily can start the project.
Delivery time starts when Emily receives requirements from you.
Emily works on your project following the steps below.
Revisions may occur after the delivery date.
Bookkeeping
Reconcile bank and credit card accounts, categorize expenses, and organize transactions for accurate monthly records.