Upwork home
Sign up
Project Catalog
DesignDesign
Video & AudioVideo & Audio
Development & ITDevelopment & IT
MarketingMarketing
Writing & TranslationWriting & Translation
MoreMore

You will get Your Quickbooks Online Cleaned for Reporting and Tax Preparation

Simon U.Status: Offline
Simon U. Simon U.
5.0
Top Rated
Preview image

Let a pro handle the details

Buy Other Financial Consulting services from Simon, priced and ready to go.
Simon U.Status: Offline
Simon U. Simon U.
5.0
Top Rated
Preview image

Let a pro handle the details

Buy Other Financial Consulting services from Simon, priced and ready to go.

Project details

The goal of this project was to ensure the complete accuracy of your financial records by performing a comprehensive reconciliation of all bank, credit card, and loan accounts within QuickBooks Online (QBO). This process transformed raw bank data into audit-ready financial statements, ensuring that the General Ledger perfectly mirrored the actual cash flow of the business.
Industry
Business Services & Consulting, Construction, Ecommerce, Fashion & Apparel, Manufacturing & Storage, Medical & Pharmaceutical
Target Country
Worldwide
What's included
Service Tiers Starter
$80
Standard
$160
Advanced
$250
Delivery Time 1 day 2 days 3 days
5.0
28 reviews
96% Complete
(27)
4% Complete
(1)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)

KL

Kirk L.
5.00
May 8, 2026
Quickbooks ongoing help excellent for Quickbooks - thanks

CK

Christian K.
3.95
Sep 2, 2025
Financial Reporting: 2024 Cash Basis Profit & Loss and Balance Sheet Preparation

LB

Lauren B.
5.00
Aug 22, 2025
Book keeping and data analyzing

DV

Diana V.
5.00
Oct 2, 2020
Bookkeeping/ data entry support Simon is very good at his job. Flexible to problem solve and get last min jobs handled/ completed. Loved working with him.

DV

Diana V.
5.00
Apr 16, 2019
Quickbooks auditor and job costing reporting Except for the occasional interruptions due to the countries state of being, Simon is resourceful and very reliable.
Simon U.Status: Offline

About Simon

Simon U.Status: Offline
Bookkeeping | QuickBooks Pro Advisor 1 | Financial Reporting
100% Job Success
5.0  (28 reviews)
Maturin, Venezuela - 12:44 pm local time
I have a degree in Accounting and for the last 7 years, I've been working through this awesome platform.

I'm experienced with: Accounts Payables Management, Job Costing, Credit Card Reconciliations, Bank Reconciliations, Year-end Audits for taxes and financial reporting, data visualization, and cleaning, Profit and loss statement and Balance Sheet, MS Excel, Quickbooks Desktop and Quickbooks Online, Buildertrend, Email Handling, Zoom meetings, Google Workspace and more.

I know there is so much I need to learn in Finances and Business Management and I'm looking forward to an opportunity that allows me to expand my expertise





Steps for completing your project

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

Delivery time starts when Simon receives requirements from you.

Simon works on your project following the steps below.

Revisions may occur after the delivery date.

Meeting for Aditional Details

Checking the particularities of your operation

Provide Access to Quickbooks Online

I need to take a look of the current status of your books

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