You will get Monthly Bookkeeping and Financial Reporting
Top Rated
Project details
Keep your finances accurate, organized, and decision-ready with professional bookkeeping and financial reporting services. I provide transaction categorization, account reconciliations, month-end close support, and clear financial reports tailored to your business needs.
With experience as CFO of a $1B company, Managing Director of a $100MM real estate investment firm, VP at a $2B private equity fund, and investment banker, I bring institutional-grade financial expertise to businesses of all sizes. My approach goes beyond data entry. I help ensure your financials are reliable, compliant, and useful for making informed business decisions.
Whether you're a startup, growing company, or established business, you'll receive accurate books, timely reporting, and actionable financial insights to support your growth.
With experience as CFO of a $1B company, Managing Director of a $100MM real estate investment firm, VP at a $2B private equity fund, and investment banker, I bring institutional-grade financial expertise to businesses of all sizes. My approach goes beyond data entry. I help ensure your financials are reliable, compliant, and useful for making informed business decisions.
Whether you're a startup, growing company, or established business, you'll receive accurate books, timely reporting, and actionable financial insights to support your growth.
Industry
Agriculture, Animals & Pets, Architecture & Interior Design, Arts & Design, Audio Services, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Cryptocurrency & Blockchain, Cybersecurity, Data Analytics, Ecommerce, Education, Energy, Engineering, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Government & Public Sector, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Music, Nonprofit, Photography, Real Estate, Religion & Spirituality, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & PublishingTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$250
|
Standard
$350
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 3 days | 4 days | 5 days |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100 - $250
13 reviews
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YM
Yolanda M.
Jun 16, 2026
We are seeking a highly skilled and experienced Controller to join our team on a subcontractor
basis
We loved working with Joe and his team! They quickly became part of our work family and would work with them again!!
YM
Yolanda M.
Jun 16, 2026
We are seeking a highly skilled and experienced Controller to join our team on a subcontractor
basis
We loved working with Joe and his team!
NM
Nileth M.
May 21, 2026
Project-Based Acquisition Modeling Specialist Needed
JS
Jerry S.
Jan 22, 2026
Excel Financial Forecasting Model Development
Joe and his team are very professional and knowledgeable.
JR
Jared R.
Oct 6, 2025
Payroll, Collections, Billing
Thanks Joe. A+++.
About Joe
Accounting & Bookkeeping | QuickBooks | Xero
100%
Job Success
Glendale, United States - 11:12 am local time
🎓Stanford Graduate.
🏆CFO of a Billion-Dollar Company.
🏆Managing Director of a $100mm Real Estate Investment Firm.
🏆VP at a $2B PE Fund.
🏆Finance Professor at UCLA
Services I Offer:
✅Full Charge Bookkeeping: Managing day to day transactions, categorization, and financial recordkeeping with precision.
✅Catch-Up & Clean-Up Bookkeeping: Restoring messy or months-behind books to clean, accurate, audit-ready records.
✅Month-End & Year-End Close: Delivering accurate, timely closes so you always know where the business stands.
✅Bank & Credit Card Reconciliation: Keeping every account tied out and error free.
✅Financial Statement Preparation: Producing GAAP compliant P&L, balance sheet, and cash flow statements.
✅QuickBooks & Xero Setup, Cleanup & Migration: Building or restoring clean, accurate books from the ground up.
✅Accounts Payable & Receivable Management: Streamlining invoicing, collections, and vendor payments to protect cash flow.
Steps for completing your project
After purchasing the project, send requirements so Joe can start the project.
Delivery time starts when Joe receives requirements from you.
Joe works on your project following the steps below.
Revisions may occur after the delivery date.
On-boarding & Execution
We’ll start with a brief onboarding call to understand your needs, then I’ll review your books, categorize transactions, reconcile accounts, and deliver accurate monthly financial reports with key insights.