You will get a reconstructed QuickBooks Online Chart of Accounts for tax-ready books
Project details
A broken Chat of Accounts in QuickBooks distorts every financial report and creates costly headaches at tax preparation time.
What you get:
✔ COA audit and reconstruction in QuickBooks Online
✔ Correct account types, detail types, and sub-account hierarchy
✔ Duplicate and inactive account cleanup
✔ Tax preparation-ready organization your CPA will thank you for
✔ Documented change log of every modification
I bring QuickBooks ProAdvisor-level expertise to every project with zero judgment and full transparency. Your books will finally make sense.
Keywords to find me:
Bookkeeping, QuickBooks Online Reconciliation, QuickBooks Bookkeeper, Bank Reconciliation, Bookkeeping Cleanup, QuickBooks Assistant, QuickBooks Accountant, QuickBooks Reconciliation, Bookkeeping Specialist, QuickBooks Clean up, Bookkeeping Expert, QuickBooks Integration, Bookkeeping Specialist, QuickBooks Expert, QBO Setup, QuickBooks Bookkeeper, QBO Clean Up, Chart of Accounts, COA
What you get:
✔ COA audit and reconstruction in QuickBooks Online
✔ Correct account types, detail types, and sub-account hierarchy
✔ Duplicate and inactive account cleanup
✔ Tax preparation-ready organization your CPA will thank you for
✔ Documented change log of every modification
I bring QuickBooks ProAdvisor-level expertise to every project with zero judgment and full transparency. Your books will finally make sense.
Keywords to find me:
Bookkeeping, QuickBooks Online Reconciliation, QuickBooks Bookkeeper, Bank Reconciliation, Bookkeeping Cleanup, QuickBooks Assistant, QuickBooks Accountant, QuickBooks Reconciliation, Bookkeeping Specialist, QuickBooks Clean up, Bookkeeping Expert, QuickBooks Integration, Bookkeeping Specialist, QuickBooks Expert, QBO Setup, QuickBooks Bookkeeper, QBO Clean Up, Chart of Accounts, COA
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
United StatesWhat's included
| Service Tiers |
Starter
$150
|
Standard
$300
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 7 days | 14 days | 21 days |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100 - $400
Product & Service List Cleanup
(+ 2 Days)
+$75
Opening Balance & Equity Account Review
(+ 1 Day)
+$100
Bank & Credit Card Account Reconciliation Check
(+ 1 Day)
+$75Frequently asked questions
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CS
Cody S.
Feb 19, 2026
QuickBooks Online Reconciliation Assistance
Amanda did a great job, she listened to the issue I was having with Quickbooks and helped me to resolve it on a Zoom call while screen sharing.
MI
Maryam I.
Feb 11, 2026
Audiobook Quality Check (US)
About Amanda
QuickBooks Online ProAdvisor | Bookkeeping Cleanup Specialist
100%
Job Success
Raleigh, United States - 1:49 pm local time
You started your business to pursue your passion, solve real problems, and build something meaningful... not to get lost in spreadsheets, bank feeds, or tax-time stress. You may be an expert in your craft, but that doesn’t mean you have to be an expert in accounting too. If you’re looking to say goodbye to bookkeeping stress and overwhelm, I’m looking forward to making your life a lot simpler as your new bookkeeper by providing peace of mind, financial clarity, and books you can trust.
As a dedicated QuickBooks Online ProAdvisor with over 5 years of experience and a degree in Accountancy, I specialize in taking the financial weight off your shoulders. I handle the back-office bookkeeping so you can get back to doing what you love while knowing your business finances are accurate, compliant, and ready for growth. Whether we are starting from today or have 3 years of messy transactions to work through, I offer judgment-free support and customize my services to your needs.
𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗚𝗲𝘁 𝗪𝗵𝗲𝗻 𝗬𝗼𝘂 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲
✔ More Time Back - Let me help you create easy, sustainable systems so you can focus on running and growing your business.
✔ Clear Financial Reports - Receive organized, up-to-date reports that help you make confident, strategic decisions without guessing.
✔ Stress-Free Tax Preparation - Your books will be tax-ready year-round, making tax season smooth and simple. I’ll even coordinate with your CPA to keep the questions and adjustments out of your hair.
✔ Ongoing Support - Have a reliable professional you can message anytime you have financial questions. Even if you’re handling your bookkeeping on your own, it never hurts to have someone on hand to help when needed.
𝗪𝗲’𝗿𝗲 𝗮 𝗚𝗿𝗲𝗮𝘁 𝗙𝗶𝘁 𝗜𝗳 𝗬𝗼𝘂’𝗿𝗲 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴
•My receipts are completely unorganized
•QuickBooks is overwhelming; I need this simplified!
•Looking at my bank balance stresses me out
•I’m worried I might be overpaying in taxes
•Why is my QuickBooks balance different than my bank balance?
•What are these reports supposed to tell me? How do I read them?
•I don’t know if I’m doing this right. I need someone to teach me how to do my bookkeeping and what my workflows should look like
•I need someone reliable to handle bookkeeping so I can focus on growth.
Client niches I commonly work with include:
✅ US Service-Based Businesses – Anything from Dog Groomers to Event Entertainment!
✅ Marketing Agencies & Professional Service Firms
✅ Real Estate, Short-Term Rental, Property Management
The types of bookkeeping work my clients commonly get my support with include
☑️ QuickBooks Online Setup, Training & Consulting
☑️ Ongoing Bookkeeping – Monthly, Quarterly, or Annually
☑️ Transaction Management, Categorization, Reconciliations & Financial Reporting
☑️ Bank, Credit Card & Loan Reconciliations
☑️ GAAP Aligned, IRS Compliant, Audit Ready Bookkeeping
☑️ Bookkeeping Cleanup & Catchup Projects
☑️ Monthly or Quarterly Reviews to Check for Accuracy and Areas of Improvement
☑️ Tax Time Review, Preparation & CPA Handoffs
☑️ Chart of Accounts Setup & Optimization
☑️ Financial Report Analysis & Preparation - Profit & Loss, P&L, Balance Sheet, Cash Flow
📱A successful business means having a team that works like a well-oiled machine... let me help you rise to the top and become an asset to your team. If you’re behind on your books, unsure about your financial reports, or want a properly built QuickBooks system, let’s connect.
📞 𝗧𝗼 𝗯𝗼𝗼𝗸 𝗮 𝗰𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 𝗰𝗮𝗹𝗹 about your bookkeeping needs, send me an invite to your project or a direct message on Upwork.
Amanda S, B.Acc
Small Business Bookkeeper
QuickBooks ProAdvisor
Keywords to find me on Upwork:
QuickBooks Bookkeeping, QuickBooks Cleanup, QuickBooks, QuickBooks Online, QuickBooks Online Bookkeeping, QuickBooks Accountant, QuickBooks Payroll, QuickBooks Online ProAdvisor, Bookkeeper QuickBooks Online, Accounts Payable, Accounts Receivable, Financial Statement Analysis, QuickBooks Consulting, QuickBooks Consultant, QuickBooks Mentor, QuickBooks Training, Bookkeeping Teacher, QuickBooks Cleanup Specialist, QuickBooks Reconciliation, QuickBooks Online Expert, QuickBooks Reconciliation, Bank Reconciliation, Bookkeeping Cleanup, Bookkeeping Catchup, Small Business Bookkeeping, Financial Analyst, Monthly Bookkeeping, Bookkeeping Coordinator, Quarterly Bookkeeping, QuickBooks Data Entry, Financial Reports, Multi Entity Bookkeeping, Bookkeeping Expert
Steps for completing your project
After purchasing the project, send requirements so Amanda can start the project.
Delivery time starts when Amanda receives requirements from you.
Amanda works on your project following the steps below.
Revisions may occur after the delivery date.
Access & Initial Review
I'll accept your QBO accountant invite and conduct a full audit of your existing chart of accounts, flagging duplicates, incorrect account types, misused detail types, and structural issues.
Reconstruction Plan
Based on your entity type and industry, I'll map out the corrected COA structure before making any changes... so the rebuild is intentional, not just reactive cleanup.