Quarterly QuickBooks Financial Review

$2-8 USD / hour

Completed

Posted 6 days ago

$2-8 USD / hour

Every quarter I export my QuickBooks Online files and want an experienced eye to check that the numbers truly tell the right story. I’ll send you the Profit & Loss, Balance Sheet and Cash-flow Statement straight from QuickBooks; your task is to run an in-depth review, confirm the figures reconcile properly and flag anything that looks off. Once the check is complete, I need more than a spreadsheet: walk me through what the results actually mean for the business—trends you notice, ratios that stand out, potential red flags and quick wins I can act on next quarter. No data entry is involved; the books are already up to date, so the focus is 100 % on assessment and insight. Deliverables (per quarter) • Clean, clearly laid-out report highlighting findings • Brief commentary or call explaining implications and recommended actions If you are fluent in QuickBooks Online, understand GAAP fundamentals and can explain finance in plain English, this should be a smooth recurring engagement.

Project ID: 40645793

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10 proposals

Remote project

Active 6 days ago

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Awarded to:

@Syedasidrah1996

Hi there, Your practice of running a quarterly financial review is a smart strategy. As an experienced QuickBooks Online specialist grounded in GAAP fundamentals, I can audit your P&L, Balance Sheet, and Cash Flow Statement to confirm full reconciliation and translate those numbers into actionable business insights. For each review, I will cross-verify your statements for accuracy, flag any unusual variances, and analyze key trends, expense patterns, and financial ratios. You’ll receive a clean executive summary alongside plain-English commentary highlighting potential red flags and quick wins for next quarter—completely free of unnecessary accounting jargon. I’m looking for a smooth, recurring quarterly collaboration and am ready to review your files as soon as you share them. Best regards, Sidrah

$2 USD in 40 days

5.0

(8 reviews)

5.1

10 freelancers are bidding on average $7 USD/hour for this job

@AdeebaShamsi

With four years of experience as a CA finalist, I hold a deep understanding of the role and importance of accurate financial reporting. This knowledge extends to platforms like QuickBooks Online where I can run an in-depth review, confirm the figures reconcile properly, and flag anything that looks off. Importantly, I don't just stop at analyzing numbers - my strength lies in interpreting those results to draw insightful findings. In your case, I am confident my expertise will translate into impactful quarterly reports for your business. Not only will I provide a clean and clearly laid-out report highlighting the findings of your Profit & Loss, Balance Sheet, and Cash-Flow Statement, but I will also offer a comprehensive explanation of implications. This will include relevant trends, standing ratios, potential red flags as well as quick wins that you can act on next quarter. Transitioning seems smooth for us further with my fluency in QuickBooks Online coupled with a sound understanding of GAAP fundamentals. Plus, my ability to communicate finance matters in plain English means we can be constantly on the same page; you should expect no jargon interceptions from me. Let's leverage my skills to ensure your books tell an accurate and informative story about your business at all times. Looking forward to working with you!

$5 USD in 40 days

5.0

(4 reviews)

2.6

@panos1414

Hello, I can help review each quarterly QuickBooks Online export with a sharp accounting lens and clear business context. I’ll check that the Profit & Loss, Balance Sheet, and Cash Flow Statement reconcile properly, then flag anything unusual, incomplete, or inconsistent with GAAP fundamentals. You’ll receive a clean, clearly laid-out report with the key findings, trends, ratios, red flags, and practical quick wins for the next quarter. I also explain the numbers in plain English, so the insights are easy to act on, not just technically correct. This sounds like a strong recurring engagement, and I’d approach it with care, consistency, and a focus on the story behind the statements. Best regards, Panagiotis

$20 USD in 29 days

0.0

(0 reviews)

0.0

@mdf0375

Hello, I am interested in assisting you with your quarterly financial review and analysis. With experience in data management, IT support, and working with business information, I am detail-oriented and comfortable reviewing reports, identifying inconsistencies, and presenting findings in a clear and understandable way. For each quarter, I can review your QuickBooks Online Profit & Loss Statement, Balance Sheet, and Cash Flow Statement to help identify: Unusual transactions or balances Trends in revenue, expenses, and profitability Changes in assets, liabilities, and equity Cash flow patterns and potential concerns Key financial ratios and performance indicators Possible red flags or inconsistencies requiring further investigation Opportunities and actionable recommendations for the following quarter I understand the importance of accuracy, confidentiality, and clear communication when working with financial information. My approach would be to provide a clean, organized report that explains the numbers in plain English, making it easier to understand the overall financial health and performance of the business. I am reliable, detail-oriented, and interested in building a long-term working relationship. I would be happy to review your quarterly reports and provide clear insights and recommendations. Thank you for considering my proposal. I look forward to discussing how I can support your business. Best regards, Md Foysal

$5 USD in 40 days