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I am seeking a licensed U.S. CPA who is fully versed in California tax law to bring our books into order and keep them there. The immediate priority is a deep dive into every line of our financials so we can file state and federal returns with confidence and on time. The scope combines a comprehensive financial review with tax-filing preparation. Using QuickBooks (our current platform) or an equivalent tool you recommend, please: • Reconstruct and verify the Revenue statements • Audit and tidy up Expense tracking • Reconcile and balance the Overall balance sheet After this initial clean-up, I want to set up structured bi-annual reviews to keep everything accurate and compliant, flag issues early, and generate reliable management reports. Deliverables will be accepted when each statement ties back to source documents, all discrepancies are resolved, and the year-end tax package is ready for submission under California regulations. If this fits your expertise, I’m ready to share access and schedule our first review right away.
Project ID: 40501114
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Active 4 days ago
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15 freelancers are bidding on average $1,137 USD for this job

As a licensed US CPA with in-depth knowledge of California tax law, I deeply understand exactly what you need - a meticulous review and cleanup of your financials followed by structured bi-annual reviews to ensure continued accuracy and compliance. My 9 years of experience working for startups and growing businesses like yours have honed my skills in every aspect you require. Using QuickBooks (or any alternative you prefer), I'll step-by-step reconstruct and verify the Revenue statements, audit and tidy up Expense tracking, and reconcile and balance the Overall balance sheet. I won't consider the work complete until each statement ties back to source documents, all discrepancies are resolved, and your year-end tax package is ready for submission under California regulations. Moreover, as a Chartered Accountant and ACA qualified professional, I can offer more than just completing this project on time. My expertise extends to investor pitch deck support; an additional value I can provide to your business in the future. Trust me with your finance functions and let's build a strong foundation for sustainable growth together.
$750 USD in 7 days
6.4
6.4

Dear Client, It seems that you are looking for a US CPA fully versed in California tax law to bring our books into order and keep them there. The immediate priority is a deep dive into every line of our financials so we can file state and federal returns with confidence and on time. I am a fully qualified CPAand international tax consultantt with more than 15 years experience in audit and taxation having worked in a big 4 accounting practice(EY), currently working in a US based IT multinational in I. Please reach out to discuss further. Looking forward to working with you. Best Regards, Talha Mansoor
$1,499 USD in 7 days
2.7
2.7

Hey, I have 20+ years of bookkeeping and accounting experience, including financial cleanups, reconciliations, tax-ready bookkeeping, and QuickBooks management. I can help by: • Reconstructing and validating revenue records • Reviewing and cleaning expense tracking • Reconciling and balancing all balance sheet accounts • Identifying discrepancies and resolving issues before tax filing • Preparing accurate, CPA-ready financial reports and supporting schedules My focus is ensuring your books are accurate, organized, and fully supported by source documentation, creating a reliable foundation for tax compliance and future bi-annual reviews. I’d be happy to schedule a call to review your current books and discuss the cleanup process.
$1,200 USD in 7 days
2.6
2.6

Hello, I’m a CPA with hands-on experience in U.S. bookkeeping, tax preparation, and financial cleanup, including California-focused compliance requirements. I’ve completed and currently manage projects involving financial statement reconstruction, expense audits, balance sheet reconciliations, and tax-ready book cleanups in QuickBooks. My work focuses on ensuring revenue, expenses, and balance sheet accounts fully tie to source documentation before tax filing. I can review and reconcile your books, resolve discrepancies, prepare a clean year-end tax package, and establish a bi-annual review process to maintain accuracy, compliance, and reliable management reporting going forward. Ready to review your QuickBooks file and begin immediately.
$1,125 USD in 7 days
3.2
3.2

Hello, My name is Rakshith, a Semi Qualified Chartered Accountant from India. I have 4+ years of experience in Accounting, Taxation, finance & Auditing. I have extensive knowledge and practical experience in handling Accounts using Intuit QuickBooks. I'm a Intuit QuickBooks certified Level 2 Pro Advisor. I can perform your job with perfection and complete within the stipulated time period. Open for further negotiations on fee as I'm from India and enjoy the currency exchange benefit here. You know in the previous one I did quote less the minimum amount. Do let me know your doubts and what you think of my proposal. Thank You for your time
$1,000 USD in 7 days
0.3
0.3

I can assist with your accounting requirements, including bookkeeping, account reconciliations, financial statement preparation, and maintaining accurate records for tax filing. Please share your requirements, and I'll be happy to help.
$1,000 USD in 7 days
0.0
0.0

I have created an automatic calculation program from the famous journal, namely Beneish M Score and Altzman S Score into a program so that I can calculate your a fraud indication in your financial report in just a few minutes. Are you interested?
$1,125 USD in 7 days
0.0
0.0

I am confident that I will be best suited to serve you on this project as well as for a long-term client relation. I am an experienced US CPA and I serve clients across US States. I offer end-to-end compliance solutions for businesses, right from book-keeping to tax filings. Many of my clients are Co-founders and CEO's of California based start-ups. I have rich experience in handling California tax filings as well Federal Tax Filings. I hope you find bid as appropriate considering the scope of the work involved.
$1,250 USD in 7 days
0.0
0.0

Hello, After reviewing your posting, I believe you likely need an experienced bookkeeper rather than a CPA at this stage. The work you've described—reviewing, verifying, correcting, reconciling, and cleaning up financial records—is primarily bookkeeping work. A CPA is typically needed later for tax filing, tax planning, or specialized tax services. Accurate bookkeeping is the foundation that allows a CPA to work efficiently. With 12+ years of accounting and bookkeeping experience, I specialize in: • Book cleanup and catch-up work • Reviewing and correcting bookkeeping errors • Bank and credit card reconciliations • Financial reporting and month-end close • Preparing organized, tax-ready records To properly scope the project, I have a few questions: 1. What industry is your business in? 2. How far back do the books need to be reviewed or corrected? 3. When was the last tax return filed? 4. Do you need prior periods that have already been filed reviewed? 5. Are the books simply behind, or are there known errors that require investigation and correction? Once I understand the condition of the books and the timeframe involved, I can provide a clear plan, timeline, and estimate. I look forward to hearing more about your project. Best regards, Jenelle Lee Bookkeeper | Accounting Professional
$1,499 USD in 30 days
0.0
0.0

An MBA student looking for opportunity to utilize my knowledge & skills Financial Modelling & Analysis • MS Excel, Tally ERP 9, Salesforce . • Client Relationship Management . • Data-driven Decision Making .
$1,125 USD in 7 days
0.0
0.0

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