Discover Intuit QuickBooks Freelance Projects

Job Title: Real Estate CPA – Tax Strategy & System Implementation

I am seeking an expert in Real Estate CPA services who can help create and implement a structured financial system for my Fix and Flip and wholesale real estate business. The ideal candidate will have extensive experience in real estate tax strategy, bookkeeping, and compliance, ensuring that our financial operations are optimized for profitability and efficiency.

Responsibilities:
Develop and implement a tax-efficient accounting system tailored to my Fix and Flip and wholesale business.
Provide strategic tax planning to minimize liabilities and maximize deductions.

Ensure compliance with all real estate tax laws and regulations.

Assist in setting up proper bookkeeping and financial reporting systems.

Offer ongoing support and guidance to improve financial efficiency.

Communicate complex tax strategies in a clear and actionable manner.

Requirements:
CPA with expertise in real estate taxation (Fix and Flip, wholesale, rental properties).

Strong understanding of tax codes, 1031 exchanges, and entity structuring for real estate investors.

Proven experience in helping real estate businesses implement accounting systems.

Excellent communication skills with the ability to break down financial concepts.

Experience working with real estate investors on bookkeeping and financial str

Skills: Bookkeeping, Intuit QuickBooks, Bank Reconciliation, Accounting, Accounting Basics, Balance Sheet, Tax Preparation, Financial Accounting, CPA

Description:
We are seeking an experienced QuickBooks Desktop (QBD) and QuickBooks Online (QBO) consultant to assist with migrating data from QBD to QBO, testing the accuracy of the migration, and configuring permissions and access for our IT team.

Project Overview:

1. We have an acquired company that is currently operating on QuickBooks Desktop but is experiencing performance issues. We have already performed a standard migration to QuickBooks Online (QBO) but require additional support to:
2. Validate and test the accuracy and integrity of migrated data.
3. Address missing or improperly transferred records (e.g., historical transactions, reconciliations, reports, and user access settings).
4. Assist in configuring user permissions and access, ensuring that our IT team has appropriate administrative control.
5. Identify and resolve any data discrepancies or migration-related issues.
6. Provide recommendations for optimizing our QBO setup post-migration.

Scope of Work:
1. Conduct a thorough review of the migrated data from QBD to QBO.
2. Test financial reports (e.g., balance sheets, profit & loss, and trial balance) to confirm accuracy.
3. Assist in setting up and refining user roles and permissions.
4. Troubleshoot any errors in data transfer, ensuring that transactions and historical records are intact.
5. Work closely with our IT team (led by Allwyn) to provide necessary admin access and support.
6. Ensure a backup file is created before making adjustments.
7. Provide guidance and recommendations on best practices for QBO setup.

Ideal Candidate:
1. Proven experience in QuickBooks Desktop and QuickBooks Online migrations.
2. Strong understanding of QuickBooks data structures, financial reporting, and reconciliation processes.
3. Experience in troubleshooting data migration errors.
4. Familiarity with QuickBooks user roles and permission settings.
5. Ability to work independently and collaborate with our IT and finance teams.
6. Prior experience with corporate financial system transitions is a plus.

Project Details:
Estimated Duration: Short-term, with potential for additional advisory work

If you have extensive experience in QuickBooks migrations and system optimizations, we’d love to hear from you. Please include examples of past QBD to QBO migrations you have completed and highlight any relevant troubleshooting experience.

Skills: Intuit QuickBooks, Accounting, Bookkeeping, Test Management, Data Migration

We are seeking a reliable and detail-oriented part-time bookkeeper to manage a small number of transactions (average 25 per month, maximum of 50). This role involves maintaining financial records, preparing monthly reports (management accounts), and generating a yearly financial report (unaudited). The estimated workload is approximately 3 hours per month, making it an ideal role for someone looking for flexible, minimal time commitment.

Key Responsibilities:

• Record and manage financial transactions (25-50 per month)
• Prepare and present monthly management accounts
• Produce an unaudited yearly financial report / statements
• Ensure accuracy and organization of financial records

Qualifications:
• Experience in bookkeeping and financial reporting
• Familiarity with accounting software
• Familiarity with Google Sheets and Microsoft Excel
• Attention to detail and accuracy
• Ability to meet deadlines

Skills: Bookkeeping, Accounting Basics, Accounting Software, Accounting, Bank Reconciliation, Intuit QuickBooks, Accounts Payable, Accounts Receivable, Balance Sheet, Cash Flow Statement

We are seeking an experienced QuickBooks professional to assist with account reconciliation. The ideal candidate will have a strong understanding of financial statements and the ability to identify discrepancies in records. Your role will involve matching transactions, verifying data accuracy, and ensuring that all accounts are balanced. Attention to detail is crucial, as is experience with QuickBooks. If you are reliable and possess excellent analytical skills, we would love to hear from you!

Skills: Intuit QuickBooks, Bank Reconciliation, Bookkeeping, Accounting Software

Job Description:
We are looking for an experienced bookkeeper to help us catch up and clean up our financial records ahead of tax season. Our business is a single-SKU Shopify-based e-commerce brand, and we also sell on Amazon. The ideal candidate should have experience with Shopify, Amazon, and QuickBooks Online, and be able to efficiently organize our books while setting up best practices for ongoing accounting.

Responsibilities:

Set up and organize QuickBooks Online for our e-commerce business.
Import, categorize, and reconcile transactions from Shopify, Amazon, Stripe, and PayPal.
Catch up on bookkeeping tasks to ensure accurate financial records.
Generate P&L statements, balance sheets, and cash flow reports.
Assist with tax season preparation by ensuring all financials are clean and accurate.
Provide guidance on best bookkeeping practices for ongoing financial management.
Potential for long-term engagement to maintain monthly bookkeeping.
Requirements:

Proven experience in bookkeeping for e-commerce businesses.
Proficiency in QuickBooks Online and experience with Shopify & Amazon integrations.
Strong understanding of e-commerce revenue, COGS, inventory accounting, and tax prep.
Ability to work quickly and accurately to meet urgent deadlines.
Excellent communication skills and responsiveness.
Preferred Qualifications:

Experience with Shopify accounting workflows, including apps like A2X or similar.
Understanding of sales tax compliance for e-commerce.
Previous work with DTC brands is a plus.
Project Timeline:

Immediate start required to get books in order before tax deadlines.
Initial cleanup project with potential for long-term engagement.

Skills: Bookkeeping, Bank Reconciliation, Intuit QuickBooks, Accounting

Pretty far behind on bookkeeping. Currently a Canadian corporation focusing mostly on e commerce. We use Shopify for our website and Quickbooks for our accounting software. Sales taxes, GST/HST, payroll for 1-2 people, all the fun stuff needs to be taken care of and caught up with. A few credit cards, LOC and bank statements for the most part.

Skills: Bookkeeping, Bank Reconciliation, Accounting Software, Tax Preparation, Intuit QuickBooks, Accounting, Accounts Payable

We are seeking a QuickBooks expert to help us create comprehensive financial reports and maximize our usage of the software. Your expertise will enable us to understand the data better and streamline our processes. We need someone who is proficient in generating reports and can provide insights on best practices within QuickBooks. If you have a strong background in accounting or finance and are enthusiastic about helping others optimize their software use, we want to hear from you!

Skills: Intuit QuickBooks, Microsoft Excel, Bookkeeping, Data Entry

We need an experienced *QuickBooks Online (QBO) Accountant* to help with *transaction categorisation* and *bank reconciliation*.

Responsibilities:
- Categorise transactions accurately in QBO.
- Perform monthly bank reconciliations.
- Resolve discrepancies and ensure balanced accounts.
- Provide clear financial reports.

Requirements:
- Proven QBO experience.
- Strong bookkeeping and reconciliation skills.
- Attention to detail and ability to meet deadlines.
- QuickBooks ProAdvisor certification is a plus.

Looking for a reliable professional to help maintain accurate financial records!

Skills: Intuit QuickBooks, Accounting, Bookkeeping, Balance Sheet, Financial Accounting, Bank Reconciliation, Chart of Accounts, Account Reconciliation, CPA

We are seeking a meticulous QuickBooks Data Entry Specialist to assist with organizing and inputting financial data into our QuickBooks system. The ideal candidate should be detail-oriented and possess a strong understanding of accounting principles. Responsibilities include entering transactions, managing invoices, and ensuring data accuracy. If you have experience with QuickBooks and a keen eye for detail, we would love to hear from you.

Skills: Data Entry, Microsoft Excel, Intuit QuickBooks, Bookkeeping, Accuracy Verification

Are you a go getter, highly organized, excellent communicator, detail-oriented professional with a strong background in bookkeeping and executive support? Do you thrive in a fast-paced environment, take initiative, and love problem-solving? If so, we want you to be the glue that holds our operations together!

We are looking for a Senior Bookkeeper / Administration Specialist to join our remote team. This full-time role requires someone who is a great communicator, highly proactive, and tech-savvy, with experience in QuickBooks Online, Shopify, and Amazon reporting. You will work closely with the owners, ensuring seamless operations by managing financials, streamlining processes, and coordinating between different parts of the business.

Please click the following link to complete our assessment: app.testgorilla.com/s/0mpajukg. We appreciate your time and feedback!

Key Responsibilities:
Full-cycle bookkeeping, including Accounts Receivable (A/R) and Accounts Payable (A/P)
Managing QuickBooks Online and generating financial reports
Handling Shopify & Amazon reporting and backend processes
Identifying gaps in processes and helping to optimize workflows
Supporting executives with administrative tasks, scheduling, and coordination
Ensuring financial accuracy, reconciliations, and expense tracking
Coordinating between owners and various teams to maintain consistency
Helping fix operational issues and maintaining a smooth workflow

What We’re Looking For:
Strong experience in bookkeeping (QuickBooks Online proficiency is a must)
Exceptional communication skills – both written and verbal
Ability to take leadership, work independently, and solve problems
Highly organized and detail-oriented
Tech-savvy with experience in Shopify and Amazon backend & reporting
Experience managing A/R, A/P, reconciliations, and financial reporting
Ability to identify inefficiencies and recommend process improvements

Skills: Accounts Payable, Bookkeeping, Accounts Receivable, Bank Reconciliation, Accounting, Intuit QuickBooks, Data Entry, Microsoft Excel, Accounting Basics, Accounting Software

Job Overview:
We are seeking an experienced and reliable bookkeeper to manage our client accounts on a weekly basis. The ideal candidate will have proficiency in QuickBooks, a strong understanding of accounting principles, and a proven ability to work efficiently. The role requires weekly reporting, high accuracy, and timely responses. This position will be remote, and work will be performed through an Upwork Agency account.

Requirements:
QuickBooks Level 1 Certification (must be valid)
QuickBooks Bookkeeping Certificate (must be valid)
Proven experience managing books for multiple clients
Strong understanding of accounting principles, including general ledger, journal entries, accounts payable/receivable, and bank reconciliations
Ability to send detailed weekly financial reports, including balance sheets, profit & loss statements, and cash flow statements
Proficiency in using QuickBooks Online, depending on client needs
Ability to use cloud-based accounting systems and other related tools
Comfortable working with multiple clients and handling diverse business types and industries
Availability for weekly meetings or check-ins to discuss client financials, and any urgent issues that may arise
Must be available to respond promptly to client inquiries and troubleshooting requests
Ability to maintain confidentiality and handle sensitive financial data responsibly
Experience with payroll processing (a plus)
Strong Excel or Google Sheets skills (for reporting and analysis)
Familiarity with tax preparation (a plus)
Detail-oriented with a focus on accuracy and timeliness in completing tasks
Strong written and verbal communication skills
Reliable internet connection for video meetings and consistent communication
Ability to adapt to different business workflows and accounting software when necessary

Responsibilities:
Manage and update client books on a weekly basis, including transactions, reconciliations, and reporting
Prepare and deliver weekly reports that include profit & loss, balance sheet, and cash flow statements
Perform bank and credit card reconciliations for multiple accounts
Ensure that all client financial data is organized, accurate, and up-to-date
Communicate regularly with clients to discuss financial status, concerns, and any necessary actions
Resolve discrepancies in accounts promptly and effectively
Assist clients with financial decision-making when required
Maintain organized records for easy retrieval during audits or tax filings
Monitor cash flow and flag any financial concerns to clients

Preferred Qualifications:
Prior experience working with clients in different industries
Accounting degree (or equivalent)
Experience in managing payroll through QuickBooks or other systems
Knowledge of tax regulations and preparation (a plus)
Experience with additional accounting software such as Xero, FreshBooks, or Wave

Working Hours:
This is a flexible, part-time position with weekly hours depending on client workload. Availability for weekly check-ins and as needed for urgent tasks.

Skills: Bookkeeping, Accounting Basics, Accounting, Accounting Software, Bank Reconciliation, Intuit QuickBooks

We are seeking a detail-oriented, experienced Accountant & Bookkeeper to manage our financial records, ensuring accuracy and consistency in our bookkeeping.

The ideal candidate will have extensive experience with QuickBooks Online and a strong background in managing financial transactions, invoicing, and account reconciliation.

This is a part-time, hourly contractor role, requiring several dedicated working days and hours per week to keep our financial records up to date and aligned with our business operations.

Responsibilities:
Bookkeeping & Transaction Management: Accurately record and categorize all financial transactions in QuickBooks Online.

Account Reconciliation: Regularly review and reconcile bank statements, credit card statements, and other financial records.
Invoicing & Payments: Create and send invoices, track payments, and follow up on outstanding balances.

Expense Tracking: Ensure all expenses are properly recorded and categorized.
Financial Reporting: Generate reports on cash flow, profit and loss, and other key financial metrics.

Tax & Compliance Support: Assist in preparing financial data for tax filings and compliance needs.

Process Improvement: Identify opportunities to improve bookkeeping workflows for better efficiency.

Qualifications:
Proven experience as a bookkeeper or accountant (minimum 3+ years preferred).
Extensive experience with QuickBooks Online is mandatory.

Strong understanding of accounting principles, invoicing, and financial reconciliation.

Experience working as an independent contractor or for small businesses.
Excellent attention to detail and ability to work independently.

Strong communication skills and responsiveness to team inquiries.

Preferred Qualifications:
Experience with SaaS business financial management.

Familiarity with Stripe, PayPal, and online payment platforms.

Prior experience managing agency finances.

Application Process:
As part of the application, candidates will be required to complete a mock QuickBooks scenario to demonstrate their proficiency in handling a new client’s bookkeeping setup.

This will involve:
- Setting up a new client in QuickBooks Online.
- Categorizing sample transactions.
Reconciling a mock account.
- Generating a basic financial report.
Compensation
- Hourly contract position with competitive rates based on experience.
- Flexible part-time hours with dedicated working days

Skills: Bookkeeping, Bank Reconciliation, Accounts Receivable, Balance Sheet, Intuit QuickBooks, Accounting Basics, Accounts Payable

I have a property management company that uses Yardi Breeze. We are looking for an accountant to help us perform bookkeeping services for our company!

We do not have that many properties under management at the moment, but we are growing quickly.

Skills: Microsoft Office, Data Entry, Google Docs, Microsoft Excel, Email Communication, Bookkeeping, Google Workspace, Intuit QuickBooks, Task Coordination, Form Development, Yardi Software, Property Management, Buildium, Accounts Payable, Property Management Software

Hi ithere! It's small task.

I am seeking a seasoned, UK-based accountant. The nature and specifics of the accounting tasks are yet to be determined. As such, this opportunity is perfect for highly versatile professionals.

I will share you more details in via chat box. Thanks

Skills: Accounting, Finance, Intuit QuickBooks, Payroll, Bookkeeping

We are seeking a skilled bookkeeper to manage QuickBooks and develop effective bookkeeping organization strategies for multiple small businesses. The ideal candidate should have a strong background in bookkeeping and be proficient in QuickBooks. You will be responsible for maintaining accurate financial records, reconciling accounts, and ensuring compliance. If you are detail-oriented and possess excellent organizational skills, we want to hear from you!

Skills: Intuit QuickBooks, Bookkeeping, Accounting, Bank Reconciliation

We are seeking an experienced Odoo developer to integrate and sync bank transactions with Odoo 16. The ideal candidate will have a solid understanding of Odoo's architecture, APIs, and its financial module. The project involves setting up automated bank feeds, ensuring accurate data reconciliation, and customizing workflows for transaction management. Strong problem-solving skills and experience with financial data integrations are essential. If you have previously worked on similar projects, we would love to hear from you!

Skills: Odoo, Python, API, Intuit QuickBooks, API Integration

We are seeking a skilled bookkeeping expert to manage our financial records for a house flipping business. The ideal candidate should have experience in generating detailed profit and loss statements, as well as providing insights into the financial health of our projects. Your expertise will help us make informed decisions and optimize our profits. If you have a strong background in real estate bookkeeping and can demonstrate your ability to analyze financial data effectively, we would love to hear from you.

Skills: Bookkeeping, Intuit QuickBooks, Balance Sheet, Bank Reconciliation, Accounting

We are seeking a skilled CFO or Controller with proven experience in Odoo ERP systems to join our team. The ideal candidate will help optimize our financial processes, provide insights on budgeting, and support strategic financial planning. Familiarity with Odoo modules is essential, as well as the ability to analyze financial data and create reports. This role requires a strategic mindset and the ability to work independently. If you have a strong background in finance and Odoo, we would love to hear from you!

Experience in Quickbooks is a plus.

This will be a long term position between 10-20 hours per week.

Skills: Accounting, Financial Accounting, Accounts Receivable, Intuit QuickBooks, Balance Sheet

I am looking for a VAT specialist to assist with VAT registration and compliance for Amazon Europe. As part of Amazon's requirements, we need to register for VAT in at least one EU country to continue selling and ensure compliance with tax regulations.

Scope of Work:
Assist with VAT registration for Amazon EU in the required country.
Ensure compliance with Amazon’s VAT requirements, including proper documentation.
Provide guidance on VAT reporting and filing obligations for Amazon sellers.
Help us understand any additional requirements needed to remain compliant.
Ideal Candidate:
Experience in VAT registration for Amazon sellers.
Knowledge of Amazon’s VAT compliance rules and EU tax regulations.
Familiarity with Germany, France, Netherlands, or Ireland (preferred).
Strong communication skills in English.
Please provide details of your experience, estimated timeline for registration, and your fee structure. If you have worked with Amazon VAT registration before, feel free to share relevant experience.

Looking forward to your proposals!

Skills: Balance Sheet, Intuit QuickBooks, Bank Reconciliation, Zoho Books, Bookkeeping, SAP ERP, Wave Accounting, Financial Modeling, Xero, MYOB Administration, Accounts Payable Management, Accounts Receivable Management, Value-Added Tax

Esthetician has all 2024 transactions entered into Quickbooks online file and needs an experienced Quickbooks bookkeeper to review the file, reconcile each month, and get it ready to hand off to CPA to complete taxes. Expecting it to be a few hours work. Need someone who can start working on this in the next week. Please indicate in your response how soon you can get started. Thanks!

Skills: Bookkeeping, Intuit QuickBooks

We are looking for an experienced bookkeeper to help streamline our bookkeeping process by setting up automation, creating bank rules, and resolving duplicate transactions in QuickBooks Online.

Our books are generally straightforward, but some transactions appear both in PayPal and the bank account, causing occasional duplicates that need to be identified and cleaned up.

Responsibilities:

Set up automation & bank rules to categorize transactions efficiently.

Identify and resolve duplicate transactions caused by PayPal and bank feeds.

Ensure accurate reconciliation of all accounts.

Provide recommendations for process improvements to prevent duplicates.

Maintain organized financial records for accurate reporting.

Requirements:
Proven experience in QuickBooks Online.

Strong understanding of bank feeds, transaction categorization, and reconciliation.

Experience with automation and bank rules to optimize bookkeeping.

Detail-oriented with the ability to spot and resolve duplicate transactions.

Strong communication skills for updates and clarifications.

Preferred Qualifications:
Experience working with eCommerce or service-based businesses.

If you have a keen eye for optimizing bookkeeping processes and can help us prevent duplicate transactions while keeping our books clean and organized, we’d love to work with you!

Please apply with:

Your experience with bank rules & transaction reconciliation.
A brief overview of how you handle duplicate transactions.
Your availability and hourly rate (or fixed price proposal).

Looking forward to working with a skilled professional to make our bookkeeping process seamless! 🚀

Skills: Intuit QuickBooks, Accounting Software, Accounting Basics, Bookkeeping, Bank Reconciliation, Accounting, Balance Sheet

Hi There!

I am the Owner of a small LLC (just me!). I have been doing my bookkeeping via QuickBooks since 2021 and recently realized a mistake that QB was auto populating in a way that I was not aware of, doubling my income transactions for the year of 2024. It seems as if there is some clean-up that needs to be done and this is far beyond my scope of the basics.

I would love the opportunity to schedule a call to say hi and share my current clean-up need. I would also love to learn from you to educate me on the issue so this does not happen again in the future for my small business. Tax time is always stressful!

I would love a Certified Quickbooks User if possible but not required. Overall experience and expertise is what I am seeking. Feel free to share your profile, LinkedIn, resume, etc of your background. I am seeking to possible start this project in the next week or two.

Thanks for reading!

Skills: Intuit QuickBooks, Bank Reconciliation, Bookkeeping, Balance Sheet, QuickBooks Online, Transaction Data Entry, Account Reconciliation, Accounting Principles & Practices, Chart of Accounts, Financial Reporting

We are seeking a certified QuickBooks professional to assist with merging our existing QuickBooks Desktop account into QuickBooks Online. The ideal candidate should have extensive experience with both platforms and be adept at ensuring a seamless transition with minimal disruption. Your role will include data migration, reconciliation, and providing post-migration support. If you have the required skills and experience, we would love to hear from you!

Skills: Intuit QuickBooks, Data Entry, Accounting Software, Bank Reconciliation

**Job Description:**

We are seeking an experienced accounting and bookkeeping professional proficient in Odoo to manage our financial records. This role involves day-to-day bookkeeping tasks such as maintaining financial records, processing invoices, managing accounts payable and receivable, reconciling bank statements, and generating financial reports like balance sheets and profit and loss statements.

The ideal candidate will ensure compliance with GAAP and stay updated on relevant regulations. Familiarity with Odoo's accounting modules is essential, as you'll streamline processes and customize the software to meet our needs. Collaboration with our finance team is key to improving workflows and ensuring efficiency.

Strong attention to detail, analytical skills, and excellent organizational abilities are crucial. If you're a proactive problem-solver who thrives in a fast-paced environment, we want to hear from you! Join us to make a meaningful impact on our financial management and contribute to a positive workplace culture.

Assuming a successful engagement, we will have additional work in the same project area.

Skills: Accounting, Bookkeeping, Intuit QuickBooks, Accounts Receivable, Bank Reconciliation

Job Description:
We are looking for a skilled QuickBooks Online (QBO) bookkeeper to assist with ongoing bookkeeping tasks. The ideal candidate should have strong experience in QBO, be detail-oriented, and be able to manage financial records with accuracy.

Responsibilities:
Record and categorize transactions in QuickBooks Online
Reconcile bank and credit card statements
Manage accounts payable and accounts receivable
Generate financial reports (Profit & Loss, Balance Sheet, Cash Flow)
Ensure compliance with accounting standards and best practices
Assist with payroll processing (if applicable)
Provide monthly or quarterly financial summaries

Requirements:
Proven experience as a bookkeeper using QuickBooks Online
Strong understanding of accounting principles and financial statements
Ability to work independently and meet deadlines
Excellent attention to detail and accuracy
Strong communication skills for periodic updates
This is an ongoing role, and we are looking for someone reliable and proactive. If you have the expertise and experience in QBO bookkeeping, please submit your proposal along with your relevant experience.

Skills: Intuit QuickBooks, Bookkeeping, Accounting, Bank Reconciliation, Balance Sheet, Accounts Receivable, Accounts Payable, Accounting Basics

I'm in need of an experienced financial accountant specializing in the service industry.

Key Responsibilities:
- Bookkeeping: Keeping accurate records of daily transactions.
- Financial statements preparation: Generating comprehensive statements to provide insights into the financial health of the business.

Ideal Skills and Experience:
- Proven experience in financial accounting within the service industry.
- Strong bookkeeping and financial statement preparation skills.
- Excellent attention to detail and organizational skills.

Skills: Accounting, Excel, Finance, Intuit QuickBooks, Bookkeeping

My name is Justin Nicks, and a full time barber. I have 3 years of taxes needing to be done. First year is a bunch of different jobs while I was in school.

Form 2553 to get LLC to S-Corp. LLC was started 12/25/2024, but I would like it to be backdated if possible.

The next two years is payments from
- square (app)
- cashapp (app)
- Venmo (app)
- Apple Pay (app)
- cash

Estimate Totaling in about
1st year: 85,000
2nd year, 115,000

How long does a job like this take? What could I expect to pay back? I would love you to be the one to help me.

Sincerely,
Justin Nicks

Skills: Bank Reconciliation, Intuit QuickBooks, Account Reconciliation, Transaction Data Entry, Accounts Payable, Zoho Books, Technical Accounting, Bookkeeping, Xero, Cost Accounting, Bill.com Accounts Receivable, QuickBooks Online, Financial Reporting, Expense Reporting, Accounting Principles & Practices

We are seeking an expert in QuickBooks Online to assist with bookkeeping and project management tasks. The ideal candidate will have extensive experience in managing financial records, generating reports, and overseeing project budgets. Your role will involve ensuring accurate bookkeeping, tracking expenses, and providing insights for better financial decision-making. If you have a strong background in QuickBooks Online and project management, we would love to hear from you!

Here is a quick overview of our company:

- Small company, made just under $1 million last year
- all contractor employees, no full time W2 employees yet
- Around 3 - 6 projects happening at the same time all year long

We are looking for someone to help keep track of our costs for each project and costs for the company. Can you help us with this organization?

Skills: Accounting, Finance, Intuit QuickBooks, Audit, Bookkeeping

Assist on the following items for regular bookkeeping. Typically with QuickBooks Online or Yardi Breeze/Voyager.

Input accounts payable.
Input payment information.
Record journal entries.
Run reports.
Perform needed analysis.
Correspondence with vendors.
Assist on bank and credit card reconciliations.

Ask questions to the team to ensure items are properly handled.

Our business hours are US EST 9am-5pm. Availability during some portion of these hours is needed but not required to be available the full time period.

Hours can vary based on time of month and project load.

2 or more monitor setup is required for consideration.

Upwork time tracking is required to be used to log hours for payment. Time is subject to regular review.

Skills: Intuit QuickBooks, QuickBooks Online, Bank Reconciliation

We are looking for someone to work full-time with us until all milestones are completed and our company taxes are submitted. This is our first year in real estate investing and rental properties, and we need help organizing financials, understanding tax implications, and structuring accounting systems.

🔹 Who We're Looking For:

Must have substantial experience managing accounting for multiple real estate properties.
Able to organize books, maximize deductions, and create efficient processes.
Strong understanding of corporate taxes, expense tracking, and tax planning.
Potential for a long-term contract after project completion.

Project Milestones & Payments
✅ 1. Action Plan & Roadmap – $10
Create and submit a detailed plan outlining all steps needed to complete this project. We should be able to use this in future years as a guiding document every year when doing taxes.

✅ 2. Organize Books & Maximize Deductions – $100
Gather all documents & data, clean up records, and ensure all expenses are accounted for. Identify missed deductions for 2025.

✅ 3. File Corporate Taxes – $75
Complete and submit corporate tax filings for our property management/real estate company.

✅ 4. Create Accounting Processes – $75
Develop clear processes & systems to make future tax filing and financial management easier.

✅ 5. Organize Books for Other Companies – $25
Get financials in order for our other companies.

✅ 6. Tax Planning for 2025 – $15
Develop a strategy to minimize taxes and optimize deductions for next year.

This role is essential in setting up a sustainable, well-structured accounting system for 2025 and beyond. We are hoping to find someone who is interested in working with us for a long time, but for now it is a project. We will request that you join our meetings for 8 hours per day until this is completed and we work Monday - Saturday from 9am EST to 6pm EST with a break from 1pm-2pm EST.

Skills: Bookkeeping, Bank Reconciliation, Intuit QuickBooks, Accounting