You will get Excel & Google Sheets Cleanup
Top Rated
Top Rated
Project details
I bring 10+ years of administrative and data management experience to every project, delivering clean, accurate, and easy-to-use spreadsheets. As a bilingual professional (English/Spanish), I ensure clear communication, fast turnaround, and results you can trust
What's included
| Service Tiers |
Starter
$60
|
Standard
$120
|
Advanced
$195
|
|---|---|---|---|
| Delivery Time | 1 day | 2 days | 3 days |
Number of Revisions | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$30 - $45
Additional Revision
+$20
Additional File or Worksheet
(+ 1 Day)
+$30
Extra 500 Rows of Data
(+ 1 Day)
+$25
Custom Formula Setup
(+ 1 Day)
+$30
1 review
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RB
Rebecca B.
Mar 23, 2026
Remote Bookkeeper
Charlene was excellent to work with from start to finish. She came into a fairly complex bookkeeping situation and handled it with a high level of organization, accuracy, and professionalism.
Charlene helped us clean up and structure our books, ensured everything was properly categorized, and gave us much better visibility into our financials. Communication was consistent and clear throughout, and she was proactive in flagging issues and suggesting improvements rather than just executing tasks.
Charlene also has a strong understanding of QuickBooks and was able to guide us through best practices, which made a meaningful difference in how we manage our accounting going forward.
Overall, very reliable, detail-oriented, and easy to work with. We are wrapping up the engagement as our current needs have changed, but I would not hesitate to recommend Charlene to anyone looking for a strong bookkeeping partner.
Charlene helped us clean up and structure our books, ensured everything was properly categorized, and gave us much better visibility into our financials. Communication was consistent and clear throughout, and she was proactive in flagging issues and suggesting improvements rather than just executing tasks.
Charlene also has a strong understanding of QuickBooks and was able to guide us through best practices, which made a meaningful difference in how we manage our accounting going forward.
Overall, very reliable, detail-oriented, and easy to work with. We are wrapping up the engagement as our current needs have changed, but I would not hesitate to recommend Charlene to anyone looking for a strong bookkeeping partner.
About Charlene
Financial Operations Specialist | QBO, Payroll, AR/AP, Form 5500
100%
Job Success
Colchester, United States - 3:41 am local time
With 10+ years of experience across bookkeeping, payroll, HR support, and business operations, I ensure financial records are accurate, reconciled, and audit-ready—whether it’s QuickBooks cleanup, AR issues, payroll discrepancies, or 401(k) contribution mismatches.
Core Services
Bookkeeping & Financial Operations
QuickBooks Online cleanup and catch-up
Bank and credit card reconciliations
Shopify and payment processor reconciliation
Inventory and COGS alignment (SOS Inventory)
Financial reporting and transaction accuracy
Accounts Receivable & Billing
Aging reports and collections follow-up
Payment application and discrepancy resolution
Client statements and account reconciliation
Contractor and client billing support
Payroll, HR & Compliance
Payroll processing and review
401(k) contribution reconciliation and corrections
Preparation and filing support for Form 5500
Filing through EFAST2
Family leave administration (FMLA/state leave tracking, compliance, and documentation)
HR administrative support (onboarding, employee records, benefits coordination)
Coordination with TPAs, payroll providers, and accountants
Operations & Process Improvement
Workflow cleanup and process standardization
Reporting and data tracking (Excel-based)
Cross-team coordination across accounting, payroll, and operations
What Sets Me Apart
I don’t just record transactions—I identify issues, correct them, and implement processes to prevent them from happening again.
My work is especially valuable for businesses dealing with:
Migration issues (QuickBooks Desktop to Online)
Reconciliation discrepancies
Payroll or benefits inconsistencies
Disorganized AR and cash flow tracking
Tools & Systems
QuickBooks Online (QBO), QuickBooks Desktop (QBD), SOS Inventory, Shopify, Microsoft Excel, Google Workspace, payroll systems, EFAST2, Docusign, Dropbox, Zoom, Microsoft Teams
Availability
Available for ongoing support or project-based work. I prioritize accuracy, clear communication, and efficient turnaround.
Steps for completing your project
After purchasing the project, send requirements so Charlene can start the project.
Delivery time starts when Charlene receives requirements from you.
Charlene works on your project following the steps below.
Revisions may occur after the delivery date.
Review
I’ll review your uploaded Excel or Google Sheet and confirm the specific areas that need cleaning, formatting, or formula fixes before I begin.
Clean, Format & Organize Data
I’ll remove duplicates, fix formatting, apply formulas, and organize your data for clarity and consistency.