You will get W9 Management for accurate 1099's

Kimberly W.
Kimberly W. Kimberly W.
5.0
Top Rated

Let a pro handle the details

Buy Administration services from Kimberly, priced and ready to go.

You will get W9 Management for accurate 1099's

Kimberly W.
Kimberly W. Kimberly W.
5.0
Top Rated

What's included $350

Monthly W9 Check

Monthly W9 check for new vendors to ensure W9 information is obtained & correct.

  • Delivery Time 5 days
    • Organize & Classify/Tag Files
    • Formatting & Clean Up
5 days delivery — Sep 23, 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Kimberly gets paid once you are satisfied with the work.

Let a pro handle the details

Buy Administration services from Kimberly, priced and ready to go.

Project details

Let me help take some pressure off your business regarding the 1099 season. W9s are the backbone of your company's vendor list but are not always obtained in a timely manner. My service provides monthly vendor-eligible W9 checks, if no W9 is entered or saved I will get the W9 from the company and make sure the information is entered into your accounting system, or I can simply obtain W9s from your vendors and place them in a shared folder of your choice.
Purpose
Business
Industry
Animals & Pets, Architecture & Interior Design, Arts & Design, Beauty & Cosmetics, Business Services & Consulting, Construction, Data Analytics, Ecommerce, Education, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Hardware & Electronics, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Music, Nonprofit, Photography, Real Estate, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Wellness, Writing & Publishing
Language
English
What's included $350 These options are included with the project scope.
$350
  • Delivery Time 5 days
    • Organize & Classify/Tag Files
    • Formatting & Clean Up
5.0
1 review
100% Complete
1% Complete
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Rating breakdown
Availability
5.0
Deadlines
5.0
Skills
5.0
Cooperation
5.0
Quality
5.0
Communication
5.0

TP

Tammie P.
5.00
May 21, 2024
Accounting Manager for IQOA
Kimberly W.

About Kimberly

Kimberly W.
Accounting Professional
100% Job Success
5.0  (1 review)
Georgetown, United States - 6:58 pm local time
I have more than 10 years of experience in the accounting industry, my specialty ranges from bank reconciliations, sales tax reporting, monthly reconciliation, asset management, book clean-up, and payroll.

Are you looking for a tax preparer? Or bookkeeping centered around tax preparation? KB² Bookkeeping added tax submission, tax preparation, and tax accounting to the list of services! If you are a small business looking for guidance in the crazy world of taxes, reach out to us and see how we can help. Let KB² Bookkeeping & Tax Solutions take the everyday burden off your plate so you can focus on growth.

Specializing in the construction industry, specialized medical industry, and many more. We can assist with job costing, SaaS, inventory, AP/AR, WIP, Lien processes (Texas Notary), bank reconciliations, Chart of Account Clean-up, Payroll services, and more! Reach out today to see how we can help you.

Steps for completing your project

After purchasing the project, send requirements so Kimberly can start the project.

Delivery time starts when Kimberly receives requirements from you.

Kimberly works on your project following the steps below.

Revisions may occur after the delivery date.

Review Vendor List with Client

Here we will review the vendor list to ensure they have no additional questions or concerns about the project and so we can see just how many vendors we are working with. We also discuss where the info is to be entered/stored.

Work through Vendor List

This is where I work through the list and obtain the W9s that are missing and depending on what was discussed in the previous step, how the information is entered & stored.

Review the work, release payment, and leave feedback to Kimberly.