Catch-Up QuickBooks Bookkeeping

@NewGenSolutions

Being a seasoned financial solutions provider, I have more than 10 years of experience in bookkeeping and financial analysis which makes me highly proficient with platforms like Xero, QuickBooks, MS Dynamics and more. Therefore, handling the task of bringing your sole proprietorship's books back on track won't be challenging at all. I completely understand the enormity of your request - matching every transaction, attaching invoices, reconciliations, generating comprehensive reports while assuring audit readiness. And I am here to provide that expertise. In terms of turnaround time, I aim for a timely completion without sacrificing accuracy. Also, if we build a good working relationship during this project, I would be thrilled to continue providing my services for periodic reviews and future month-end closings. My overall goal is to provide you with consistent support and expertise for all your ongoing accounting needs. Let's get started on taking control back over your finances and I assure you that with my proficiency in QuickBooks and other financial management skills in place, you will soon have a perfectly balanced file and confident records for tax season.

@khurram1984

Hi. I am ranked among Top Quickbooks experts with 1000+ project awards and 600+ good reviews on freelancer. I am an Affiliate chartered accountant (CPA) and a professional finance expert since 2009. I have a firm established with requisite resources at my disposal. We are working with many clients including USA, Canada, Kuwait, UAE etc to handle their accounts, financial analysis, projections, budgeting etc. We are handling books of accounts on QBO & QBD for our clients. we have setup many clients' chart of accounts to get the required reporting as per business nature. We are working on same assignment for other clients as well. We can take care of your accounts with better quality and presentation. We are available for interview call. Kindly let us know when you can schedule it. We can be available daily for discussing daily tasks and their status. Please contact and discuss the details

@kastriotthaqig

From your project description, it’s clear that you're looking for a seasoned QuickBooks professional to get your books back on track. Allow me introduce myself- I'm Kastriot, an individual who brings over 10 years of experience in accounting and finance, with particular expertise in QuickBooks. During my flourishing career I've helped businesses ranging from start-ups to multi-million dollar operations in maintaining pristine financial records. Your desire to have your QBO file updated aligns perfectly with my skills. I'm efficient and adept at coding and matching transactions, as well as attaching respective receipts and invoices to each entry in order to create fully electronic audit-ready files. Moreover, reconciling Bank, credit-card, and PayPal registers is second nature to me. My basic philosophy is that accuracy and timeliness should never be compromised. I’ll ensure every transaction from the past 18 months is correctly coded, every receipt/invoice is accounted for, all essential reconciliation tasks are undertaken, and profit-and-loss & balance-sheet reports are generated in real-time. Your books will be brought up to speed in a timely manner while maintaining rigorous precision.

@burhanhabib786

Hello, I am ready to undertake this project with full confidence. I will enter and categorise past 18 months transactions in QuickBooks. I will reconcile credit and bank statement balances with bank ledger. I will apply receipts with invoices and payments with bills to ensure correct balances of customers and vendors. I do need bank statements in pdf to reconcile closing bank balances. I am doing similar nature job from last 7 years and helping clients to optimise taxes. Let's get in touch to discuss in more detail. Thank You Habib

@mussadiq3

Hi, I have carefully read the project. I’m able to do this. I’m CPA and CBA qualified. I’m pro advisor of QBO and certified accountant of xero also expert in wave , sage, kashflow, kashoo, zoho and Appfolio. I have five years experience in bookkeeping financial reporting and tax. I’m ready to provide you a quality work with perfection. Please open the chat for further discussion. Thanks & regards Mussadiq Hussain

@Rathirishabh1999

As a Certified CPA with 6+ years of experience working on international projects, I bring a multi-faceted approach to bookkeeping. Alongside a deep knowledge of platforms like QuickBooks, Xero, and Zoho Books, I'm proficient in leveraging them for optimal usage - especially the receipt-capture and bank-rules features your project requires. My experience enables me to work effectively with different transaction volumes without compromising quality. On your project, my first task will be importing all your banking data into your QuickBooks file for a deep dive into the backlog. I’ll carefully categorize each transaction against the right project to provide you with clear insights regarding expenditure and profits. I’ll diligently reconcile statements to ensure every account shows a zero-difference reconciliation, so you can feel audit-ready even before turning over your hard work to your tax preparer. The benefit of choosing me as your go-to bookkeeper is more than just delivering ‘standardized’ results but providing tailored financial solutions customized to meet the unique needs of your business. On-time delivery has always been one of my key strengths; in fact, I anticipate completing the task within four weeks while ensuring exemplary quality. This is why my clients typically retain me for further review and month-end closing operations.

@faizan1091

Hello, I have read and understood your project details to clean and reconcile your books for last 18 months. I will categorise entries and reconcile books, record payments against bills and receipts against invoices. I will ensure completeness and accuracy for PayPal and credit card entries so that your books would be ready for tax return and audit. I am expert and experienced in this field. Feel free to contact me and discuss your further requirements. Thank you Faizan

@simplifitax

With almost a decade of experience as a Chartered Accountant, I possess the meticulousness and attention to detail necessary to tackle your overdue bookkeeping. Having assisted various businesses in managing their finances with precision, I am well acquainted with Intuit QuickBooks - your desired platform for this project. Moreover, my expertise extends beyond mere data entry - I will proficiently categorize your transactions, ensure accurate matchings, attach receipts/invoices, and thoroughly reconcile statements. Given my familiarity with QuickBooks Online's features like receipt-capture and bank-rules, I can maximize its utility for your unique requirements. I understand the urgent need for an audit-ready file and a perfectly balanced financial record before tax season and am committed to delivering just that. Considering the potential for future collaboration, I treat each client as an opportunity for long-term partnership. My passion for helping businesses grow is evident in my broad skill set that covers not just accounting duties but also financial consulting, tax planning, auditing, compliance etc. This versatile profile enables me to support your organization through periodic reviews and month-end closings beyond this immediate catch-up task. Choose me for a complete and comprehensive solution to your financial backlog woes. Let’s build a strong foundation together!

@syedomairali

Dear Sir, I am a business & financial Advisor providing services of bookkeeping, accounts preparation, reconciliations and other related tasks.. I am CA finalist from Institute of Chartered Accountants of Pakistan and working in this field since 2010. I have advanced level knowledge in QuickBooks, Xero, Zoho Books etc. and we are working with clients based in US, UK, UAE, Australia etc to handle their books of accounts, prepare financials, reconcile their banks and vendors etc. I can share my sample work as well for your review. Please have a look at my portfolio to see my sample work. I can deliver your work with good quality. we can discuss the details of your requirements so that they can be addressed properly. Thanks! Omair

@rajesh7738

Hello, I’m a qualified accounting professional with 8+ years of experience in bookkeeping, reconciliations, and QuickBooks Online management for sole proprietors and small businesses. I can help bring your books fully up to date by accurately categorizing transactions, assigning them to the correct projects, reconciling all accounts to statement level, and attaching receipts/invoices to ensure your QBO file is audit-ready and tax-season prepared. My approach includes: • Reviewing and cleaning up all connected bank, credit-card, and PayPal feeds • Applying accurate coding, project tracking, and bank rules for efficiency • Matching and attaching receipts/invoices directly within QBO • Performing zero-difference reconciliations for every account • Delivering updated P&L and balance sheet reports through the latest month Given the light transaction volume, my typical turnaround time for an 18-month backlog is approximately 5–7 days after receiving access and statements. I value long-term client relationships and would be happy to support you with ongoing monthly reviews and future closings as well. Looking forward to discussing your project further. Thanks & Regards, CA Rajesh Kumawat

@gpellosis

With over 15 years of experience as a Certified Public Accountant (CPA), my track record for delivering high-quality, accurate and compliant bookkeeping services is second to none. I fully understand the importance of maintaining up-to-date financial records and ensuring that statements are reconciled with bank activity. As a testament, I’ve assisted several businesses in successfully passing audits and organizing complex financial information into meaningful reports, all of which are necessary to meet your needs. My familiarity with QuickBooks as an Intuit top preferred freelancer will be significant in this project. I specialize not only in data entry but also in leveraging all the features that QBO has to offer, such as receipt-capture and bank rules functionalities. This means I will maximize your system's capabilities without any need for exporting or third-party tools, keeping everything seamlessly integrated for your convenience. Lastly, as you mentioned a desire for a long-term relationship if we work well together, it's worth noting that retaining clients for periodic reviews and future month-end closings is a regular part of my work. It signals not just a satisfactory completion of projects but deep-seated trust built over time. My approach to each job is zero room for error, comprehensive attention to detail, effective turnaround time management while still ensuring quality deliverables.

@umg536

Hi I can help bring the entire QBO file fully up to date and audit ready. Since your transaction volume is light and the accounts are already connected to QuickBooks Online, this is mainly a structured cleanup and reconciliation project rather than a rebuild. Our approach would be to first review the chart of accounts, connected feeds, and existing categorization logic. From there we would process the full 18-month backlog directly inside QBO, apply consistent coding rules, assign transactions to the correct projects/classes, match and attach receipts or invoices, and reconcile every bank, credit card, and PayPal account down to zero variance against statements. Once reconciliations are complete we would perform a final review of uncategorized items, duplicate entries, missing documents, and balance discrepancies before generating finalized P&L and balance sheet reports through the latest month. Typical turnaround for a light-volume file is usually around 5 to 10 business days depending on the number of accounts, receipt availability, and overall cleanliness of the current books. We also support ongoing monthly closings and periodic health reviews after cleanup so your books stay current moving forward. I’d be happy to review the current QBO setup and give you a realistic timeline after a quick initial assessment.

@mobasherreza10

Hi there, I see you need backlog accounting for your sole proprietorship covering 18 months, with all transactions entered, categorized, assigned to correct projects, reconciled, and receipts attached in QuickBooks Online, plus current profit and loss and balance sheet reports. I have cleaned up 8 QBO files with similar backlogs, including one with 2 years of unfiled transactions. I will work directly in your QBO file, use bank rules for recurring entries, match receipts to transactions, assign each entry to the correct project or class, and reconcile all accounts to statements. I will deliver reconciled accounts, attached receipts, and clean P and L and balance sheet reports. Best regards, Mobasher Reza