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I run a small business on QuickBooks Self-Employed and need hands-on help getting the file in shape and keeping it there. Here’s what I’m looking for: • Initial setup of a clean, well-labeled chart of accounts that fits my business model. • Ongoing categorisation and reconciliation of daily bank and card transactions so nothing lingers in “uncategorised”. • Clear monthly financial reports—profit & loss, expense breakdowns, and anything else that helps me see where the money goes. You don’t have to be a long-time pro; solid familiarity with the Self-Employed edition and a careful eye for detail are what matter. I’m happy to walk through my current workflow, share bank feeds, and discuss any questions so you can work efficiently from day one. Deliverables will feel complete when: 1. The chart of accounts reflects my income streams and expense types without duplicates. 2. All transactions through the current month show as reviewed and reconciled. 3. I can pull a P&L and expense report that tie back to the bank balance without unexplained differences. If you’re comfortable in QuickBooks Self-Employed and enjoy straightening out small-business books, let’s talk.
Project ID: 40701725
18 proposals
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Active 1 day ago
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18 freelancers are bidding on average ₹919 INR/hour for this job

With over 9 years of experience as a Chartered Accountant and ACA-qualified, I am well-versed in the nuances of business bookkeeping. As someone who thrives on tidiness and detail, I believe my skills align perfectly with your need for a clean, well-labelled chart of accounts. My familiarity with QuickBooks Self-Employed is extensive and I am confident in my ability to provide efficient and accurate categorisation and reconciliation of all your daily bank and card transactions. Additionally, my expertise includes financial reporting, which is a crucial aspect of your project. I can guarantee facilitated access to profit & loss statements, expense breakdowns, and any other financial reports that will help you gain deeper insights into your business operations. Moreover, throughout our professional journey together, my focus would be to ensure that all your transactions up to the current month are thoroughly reviewed and reconciled so that you can pull reports confidently without unexplained differences. My ultimate goal is to help you manage your finances with clarity and confidence and build a robust foundation for the sustainable growth of your business.
₹1,000 INR in 40 days
6.5
6.5

Hi, I’d be happy to help clean up and maintain your QuickBooks Self-Employed file so your books stay organized, accurate, and easy to understand. I can help you with: - Setting up a clean, logical chart of accounts based on your actual business activities and income/expense structure. - Reviewing and categorizing bank and credit-card transactions, ensuring nothing remains unnecessarily uncategorized. - Reconciling transactions and identifying any discrepancies or duplicate entries. - Preparing clear monthly P&L and expense reports so you can easily understand where your money is going. - Keeping the bookkeeping current on an ongoing basis. I’m detail-oriented and comfortable working with QuickBooks, Excel, and small-business bookkeeping workflows. I’ll also take the time to understand your existing process and apply consistent categorization rules from day one. My goal is simple: clean books, accurate records, and reports you can rely on. I’m ready to review your current QuickBooks file and get started.
₹1,000 INR in 40 days
6.3
6.3

Hi there, I have gone through in your project descriptions very carefully. I can meet everything in a quick manner keeping high attention to detail and accuracy. I'm a certified professional Accountant and Typist (69wpm) with great attention to accuracy and data integrity. I have 10 years of experience in Typing & Data entry using Microsoft programs, Accounting programs (QBO, QB DESKTOP, TALLY, Sage50, Excel Accounting), GOOGLESHEET, Googledoc., etc. Already organized with dual monitor, high speed BB facilities for smooth working, Adobe PDF Pro, ABBY Fine Reader, other OCR and AI tools for quick turnaround time (daily). I would like to keep good communications and a long-term trustworthy relationship. We can discuss more over chat. https://www.freelancer.com/projects/data-entry/Data-Entry-33978593 https://www.freelancer.in/projects/data-entry/Project-for-Renisha-33594827 https://www.freelancer.in/projects/copy-typing/need-typist-32703285 https://www.freelancer.in/projects/data-entry/Hire-Data-Entry-Clerk-25203626 Thanks & Regards, Renisha V
₹750 INR in 40 days
4.2
4.2

Hi, As a seasoned accountant and financial management professional, I bring a robust skill set to this project. With particular emphasis in QuickBooks Self-Employed, I have not only developed a high level of familiarity with the software, but also an eye for detail that is crucial for accurate bookkeeping. This project aligns perfectly with my specialized expertise – setting up clean charts of accounts, categorizing transactions diligently, and generating concise, yet informative monthly financial reports. What sets me apart from the rest is my commitment to customizing my services to fit your unique business model. I understand that not every business operates the same way and this understanding reflects in my comprehensive approach towards the projects I undertake. With me at your side, you can expect fully mapped out income streams, detailed expenses segregation, and a well-reconciled bank balance. Over the years, I have enjoyed solving complex accounting challenges and helping small businesses get their finances in order. Through our collaboration, we'll ensure that every transaction is promptly reviewed and reconciled without any unexplained differences. Best Regards, Ashish
₹800 INR in 40 days
3.2
3.2

Hi, I can help clean up your QuickBooks Self-Employed file and keep your books organized and up to date. I have hands-on experience with bookkeeping and accounting workflows, including income and expense categorization, bank reconciliation, invoices, bills, payments, ledgers, VAT, and financial reporting. I’ve also worked extensively on accounting software development through CapiPlan Books, so I understand both the bookkeeping process and how financial data should flow and reconcile. I can handle: Clean and logical chart of accounts Daily bank and card transaction categorization Reviewing and reconciling transactions Clearing uncategorized items Monthly P&L and expense reports Identifying and resolving discrepancies Keeping the books consistently organized going forward I’m detail-oriented and comfortable working directly with existing workflows rather than unnecessarily changing things. I can first review your current setup, identify what needs cleaning, and then establish a simple process to keep everything accurate month to month. I can also provide access to CapiPlan Books if you'd like to compare or manage accounting workflows alongside your current setup. Best, Aqeel
₹750 INR in 40 days
2.5
2.5

With my extensive experience in accounting and bookkeeping, particularly with QuickBooks, I believe that I’m the ideal professional for this project. Not only am I well versed in US Accounting Standards ensuring accuracy and compliance, but also have a keen eye for detail paramount to maintaining impeccably organized books. The nature of my work necessitates being well prepared to handle any challenges your business may present, making your specific requirements to clean up your books and administer daily transactions within QuickBooks Self-Employed perfectly suited to my skill set. In addition to ensuring your financial records are systematically organized and reflect your business model accurately through the setting up of a neat chart of accounts, I bring comprehensive knowledge in categorization and reconciliation of bank and card transactions, a vital need for keeping your finances uncluttered. Furthermore, I have been frequently involved in generating insightful financial reports including profit & loss statements along with expense breakdowns, focusing on actionable data that help businesses make strategic decisions. Overall, my meticulous approach to bookkeeping, consistent performance in managing full-cycle finances and proficient familiarity with QuickBooks Self-Employed is what sets me apart. Being a friendly and open communicator further ensures my seamless integration into your current workflow.
₹750 INR in 40 days
2.0
2.0

As an experienced financial manager with a keen eye for detail and a penchant for delivering innovative accounting solutions, I am well-equipped to tackle your QuickBooks Self-Employed bookkeeping project. Throughout my 19-year career, I have honed my skills in tax compliance, operational strategy, and financial management, putting me in the perfect position to help you streamline your small business' bookkeeping. My long-standing familiarity with Intuit QuickBooks, especially the Self-Employed edition, makes me the ideal candidate to assist with setting up a well-organized chart of accounts that truly reflects your unique business model and ensures there are no duplicates or discrepancies. Additionally, my background in finance and data entry will be invaluable as I diligently categorize and reconcile your daily transactions, leaving no stone unturned. Having empowered numerous teams and clients to achieve financial clarity and sustainable growth, I understand the importance of clear monthly financial reports. By working closely with you and using your current workflow and bank feeds as a guide, I will ensure that the profit & loss statement and expense breakdowns tie back perfectly to the bank balance without any unexplained differences. Choose me to partner with you on this project, and together we'll keep your QuickBooks Self-Employed file in top shape.
₹750 INR in 40 days
1.4
1.4

The objective is to keep your QuickBooks Self-Employed records simple, accurate and current, so every transaction is properly classified and your monthly reports can be trusted without ongoing cleanup. As a Chartered Accountant with 10+ years’ experience, I can handle the initial bookkeeping setup, transaction categorisation, reconciliation and recurring financial reporting for your small business. 1. Initial Setup • Review your current QuickBooks Self-Employed workflow and business activity. • Structure clear income and expense categories without unnecessary duplication. • Ensure the setup supports useful P&L and expense reporting. 2. Ongoing Bookkeeping • Review and categorise daily bank and card transactions. • Clear uncategorised items and flag transactions requiring clarification. • Reconcile transactions regularly so issues do not accumulate. 3. Monthly Reporting • Prepare monthly Profit & Loss and expense reports. • Keep reporting consistent so month-to-month performance is easy to compare. 4. Deliverables & Process • Clean and logically structured QuickBooks records. • All available transactions reviewed and reconciled through the current month. • Reliable monthly P&L and expense reporting tied to the underlying records. Let’s review your current QuickBooks file, transaction volume and bank/card setup first, after which I’ll confirm the exact scope, monthly fee and turnaround in chat.
₹1,000 INR in 40 days
1.0
1.0

I possess a sharp eye for detail, a disciplined approach to problem-solving, and unsurpassed proficiency in numerous technologies that intersect with QuickBooks Self-Employed. Despite not having direct experience with bookkeeping, my ability to transform complex problems into implementable solutions sets me apart. My vast expertise encompasses web and application development, team collaboration, and accounting tasks — all essential for optimizing your QuickBooks experience. I have an excellent command of PHP, Larval, Node.js, ASP.NET, Python, and SQL databases, allowing me to create tailored solutions that match your unique business needs. Moreover, my ability to adapt to new technologies quickly means that the learning curve associated with using QuickBooks Self-Employed will not hamper my productivity. My efforts will culminate in a well-labeled chart of accounts reflecting your business structure, consistent categorization of transactions, and accurate financial reports. I look forward to the opportunity to positively impact your business.
₹1,000 INR in 40 days
0.0
0.0

Good morning, As an expert in many accounting software programs, I can provide the comprehensive bookkeeping assistance you need for your small business. From initial setup to daily categorization and reconciliation, I offer a unique blend of skill and experience that will ensure your accounts are always accurate and up-to-date. What sets me apart is not just my technical skills but also my meticulous attention to detail. I understand the need for precision in bookkeeping, especially in a self-employed situation. With me on board, you can rest assured that no transactions will linger "uncategorized," and your chart of accounts will flawlessly reflect your financial activities. Furthermore, my extensive experience working with international companies as an accounting freelancer has honed my ability to adapt and deliver on distinct client requirements. Best Regards
₹1,000 INR in 40 days
0.0
0.0

As an experienced financial professional on the job, I have witnessed first-hand the significance of maintaining accurate and well-structured financial records for a company's success. It's clear from reading your project description that you're seeking someone who not only understands the ins and outs of QuickBooks Self-Employed but also has an eye for detail - both of which align perfectly with my skill set. Despite my extensive background, I have always believed in regularly updating myself with emerging trends in the industry, including QuickBooks. My expertise lies not only in setting up pristine chart of accounts, but also in categorising and reconciling daily transactions meticulously, ensuring nothing is left uncategorised. This guarantees that your monthly reports, especially the profit and loss statement (P&L) will be cohesive and accurately reflect where your money is going. Therefore, you can expect clean books, on-time deliverables and most importantly,a reliable partner who will honor your trust. Let's embark on this journey of straightening out your small-business books together. Bonded by trust and fueled by diligence let's create a solid financial foundation for your business's future success!
₹1,100 INR in 40 days
0.0
0.0

Hi, I’m a US CPA and Indian CA with 12 years of hands-on experience in taxation, accounting, financial reporting, and process optimization. I help businesses maintain clean books, ensure compliance, and make informed financial decisions. I’d be happy to support you with your requirements within the desired timeline. Please find my bid attached for your reference, and feel free to connect to discuss further. Thanks, Vikrant Gola
₹1,250 INR in 40 days
0.0
0.0

Hi, I'm an experienced bookkeeper (14+ years in accounting, 7+ freelancing) comfortable in QuickBooks Self-Employed. I can set up a clean chart of accounts matched to your income streams and expense types, then work through your bank/card feeds daily so nothing sits uncategorised. Each month I'll hand you a P&L and expense breakdown that ties back to your bank balance with no unexplained gaps. Happy to walk through your current workflow first so I can work efficiently from day one.
₹750 INR in 40 days
0.0
0.0

i am a practicing Chartered Accountant with extensive experience in bookkeeping and monthly/quarterly regulatory compliance. I have strong expertise in preparing financial statements, maintaining accurate accounting records, and handling various accounting and compliance requirements. I also have significant exposure to audit assignments, including financial statement review and audit procedures. I am committed to delivering accurate, timely, and reliable financial services while maintaining a high level of professionalism and attention to detail.
₹888.89 INR in 40 days
0.0
0.0

Hi, I’m Mathangi from Solique. We help businesses manage their finance and accounting end-to-end — from day-to-day accounting and financial reporting to tax, compliance, corporate finance and advisory. Our team combines senior finance oversight with hands-on execution, so you get reliable accounting, timely reporting, strong financial controls and practical financial insights without having to build a large in-house finance team. Your requirement caught my attention because you’re looking to set up a clean QuickBooks Self-Employed file and establish a simple, consistent process to keep your small-business finances organised going forward. We can support the complete requirement — setting up the account structure, categorising and reconciling bank and card transactions, clearing uncategorised items, and preparing clear monthly P&L and expense reports. Our approach would be to understand your business and current workflow first, structure the accounts accordingly, clean up the existing transactions, and then maintain a consistent reconciliation and reporting process. One question: Is your QuickBooks Self-Employed file already set up, or would this be a fresh setup from the beginning? Happy to discuss and get started. Best, Mathangi
₹750 INR in 40 days
0.0
0.0

Hi, I’m an accounting professional with 3+ years of practical experience in bookkeeping, QuickBooks, TallyPrime, bank reconciliation, AP/AR and financial reporting. I can set up a clean chart of accounts, categorise and reconcile daily bank/card transactions, clear uncategorised items, and prepare accurate monthly P&L and expense reports. I’ll cross-check transactions against bank statements, avoid duplicate/misclassified entries, and ensure reports reconcile with the available balances. Available to start immediately and comfortable working remotely with your existing workflow. I can respond within one hour.
₹750 INR in 30 days
0.0
0.0

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