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I’m looking for a seasoned Chartered Accountant who can step straight into our QuickBooks file and keep everything clean and compliant. Each month I’ll send you the bank and credit-card statements; I need them fully reconciled, with any anomalies flagged and discussed. Once the books balance, I rely on timely, GAAP-ready reports—including a Balance Sheet, Income Statement, Cash Flow Statement and the full P&L—for management review and external stakeholders. These reports are usually required quarterly, with a year-end package ready for audit. At the corporate level, I also need proactive tax support. Please be comfortable structuring corporate tax planning strategies, handling ongoing tax compliance and reporting, and advising on any exposure you uncover while you work through the numbers. Deliverables • Monthly bank & credit-card reconciliations inside QuickBooks • Quarterly (and year-end) Balance Sheet, Income Statement, Cash Flow Statement, P&L • Corporate tax planning notes and compliance filings as needed The workload is recurring and may expand into other ad-hoc finance projects, so availability for ongoing collaboration is important. If you’re meticulous with reconciliations, confident in financial statement preparation, and up-to-date on corporate tax regulations, let’s talk.
Project ID: 40195999
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Active 8 days ago
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50 freelancers are bidding on average $185 USD for this job

With a wealth of experience in not only Chartered Accounting and Tax but also a diverse range of financial services including bookkeeping, financial analysis, budgeting and forecasting I have exactly the adaptability and expertise you are looking for. I understand clearly from your project description that you need someone with meticulous attention to detail. This is a strength of mine; accuracy and compliance are paramount in any financial services provided. I am completely comfortable utilizing QuickBooks to reconcile bank and credit-card statements and incorporating any necessary discussions around potential issues. Finally, as one of your additional needs is 'proactive tax support', you’ll be pleased to know that I'm fully equipped for this sort of Advisory work. On the few occasions where we do find areas needing improvement or exposure that needs addressing I am well-versed in remedial action as well. We would be more than happy to partner with you for important tasks like quarterly reviews or even year-end audits! In terms of the future potential you mention, my accounting firm offers plenty of other ad-hoc finance-related services which could be added as needed. As a Certified Tax professional, my knowledge is up-to-date on everything from IRS representation to tax planning ensuring every aspect of your finances is handled with care and expertise needed for long-term success!
$250 USD in 7 days
8.9
8.9

Greetings! I am a "TOP RATED" bookkeeping & accounting expert working on Freelancer.com with 100% Job Success rate and Preferred Freelancer tag. I have more than 10 years/15,000 hours of experience in providing bookkeeping & accounting services to clients across different markets. I am a Chartered Accountant (CPA) and a full-time bookkeeper with QuickBooks Online (QBO) Advanced Certified ProAdvisor (platinum level adviser) and above all experienced in working with 200 businesses just like yours. Over the years, it has been my “specialty” to clean up messes in QBO. Most of my client engagements starts with backlog bookkeeping, getting business books in order, and then those clients become ongoing clients. My goal is to help business owners have a cleaner view of their finances so that they can take informed decisions to help their business grow. I believe, the key to accurate and scalable bookkeeping is to develop workflows, systems & processes that pull all the transactions of your business into a centralized accounting system (QBO) and then processing those transactions. I also specialize in utilizing the app ecosystem to automate the bookkeeping process and make it scalable. I have worked for a wide range of duties, including building out workflow systems & processes, accounting, reconciling, bookkeeping, inventory management, accounts receivable process, accounts payable process, payroll etc. Contact me today; I am here to help! Thanks, Vinod
$250 USD in 7 days
7.4
7.4

Hi, I have carefully read your project. I’m able to do this. I’m pro advisor of Quickbook and certified accountant of xero. I have five years of experience in Bookkeeping, financial reporting, financial modelling, budgeting & forecasting and tax. I’m ready to provide you a quality work with perfection. Open the chat for further discussion. Thanks & regards Mussadiq Hussain
$110 USD in 7 days
6.6
6.6

Hi, I am a qualified Chartered Accountant from the UK with 7 years of experience in accounts, finance, and Bookkeeping. I can provide you with bookkeeping services in QuickBooks, accounts receivable & Payable management, Banks/credit card reconciliations, and Journal entries. I will also provide you with a GAPP REPORT monthly profit or loss account, balance sheet, and cash flow statement. I will ensure that your financial records have been properly maintained. Please come to chat and discuss further. **Note** the price is negotiable
$200 USD in 2 days
6.1
6.1

Having dedicated over 15 years to my craft, I understand the nuanced factors that contribute to a successful accounting operation. Your project demands an astute professional who not only reconciles statements, but also detects and discusses discrepancies. My command of QuickBooks, experience in financial analysis, tax planning, and an ability to develop insightful financial statements make me an ideal fit. It is not just about reconciling numbers for me; it is about ensuring your financial records correctly reflect your business's financial standing. My approach to accounting is holistic. I go beyond the books to help improve business processes, optimize tax incentives and deductions, strengthen internal controls to mitigate potential risks among other proactive measures that assure efficiency and accuracy. My aim is not only to maintain your books but also to empower you as a business owner with necessary insights needed for better decision making. A partnership with me means more than just getting a prolific CPA: you get a valuable collaborator focused on empowering your business. Maximize your accounting potential with my bespoke suite of services aligned to meet the evolving needs of your company. Let's delve into a future together that combines compliance and strategic financial planning all under one roof!
$250 USD in 10 days
5.8
5.8

Hi, I am an experienced Chartered Accountant with over 7 years in the field, specializing in QuickBooks management and financial reporting. I assure you that I will meticulously reconcile your monthly bank and credit-card statements, addressing any anomalies with thorough analysis and timely communication. My strong attention to detail will ensure that your financial records remain clean and compliant, and I am well-versed in producing GAAP-ready reports, including Balance Sheets, Income Statements, Cash Flow Statements, and Profit & Loss reports, all within the agreed deadlines. Moreover, I will maintain clear and consistent communication throughout our collaboration, ensuring a seamless workflow. My proactive approach to corporate tax planning will enable me to identify potential exposures and provide strategic advice tailored to your needs. I am committed to upholding stringent processes and delivering exceptional quality in all aspects of the work, allowing for ongoing support not just with regular deliverables but also with ad-hoc finance projects as they arise. Let's discuss how I can contribute to your financial success.
$140 USD in 7 days
4.9
4.9

Hi, I am a Chartered Accountant with extensive experience in QuickBooks, corporate tax planning, and GAAP-compliant reporting. I specialize in keeping books clean, reconciled, and audit-ready, ensuring every transaction is properly accounted for and any anomalies are flagged and discussed promptly. Each month, I can handle full bank and credit-card reconciliations, and I’ll prepare quarterly Balance Sheets, Income Statements, Cash Flow Statements, and detailed P&Ls tailored for both management and external stakeholders. At the corporate level, I provide proactive tax support—structuring strategies, managing compliance filings, and advising on exposure risks—so you can stay ahead of obligations while optimizing outcomes. My approach is meticulous, deadline-driven, and collaborative, making me well-suited for recurring work and ad-hoc finance projects. If you’re looking for someone reliable, detail-oriented, and up-to-date on corporate tax regulations, I’d be glad to partner with you on this ongoing engagement.
$99 USD in 7 days
5.0
5.0

As a seasoned Chartered Accountant with an extensive background for your ongoing accounting needs, I'm confident that I am the perfect fit for this project. My primary goal is to ensure that your financial matters are not only organized and error-free but also fully compliant with GAAP and tax regulations. With over 50 successful projects completed, my experience in conducting detailed reconciliations using QuickBooks would be crucial in maintaining the cleanliness and accuracy of your financial records. I'm meticulous in spotting any anomalies and proactive in discussing them with clients, offering possible resolutions. Furthermore, my expertise extends to the preparation of comprehensive management reports like Balance Sheet, Income Statement, Cash Flow Statement, and P&Ls. You can count on me to deliver these reports monthly, as well as prepare crucial quarterly and year-end accounting packages ready for auditing. Additionally, I have a deep understanding of corporate tax planning strategies and compliance filings that will help us streamline processes and mitigate potential risks. Let's start this collaboration today!
$90 USD in 3 days
4.8
4.8

I have over 10+ years of experience Accounting. Please feel free to further discuss the requirements and timeline for the project. I'd be happy to assist you. I am ready to start right now. You can visit my Profile https://www.freelancer.com/u/HiraMahmood4072 Thank you
$100 USD in 2 days
4.6
4.6

February 01, 2026 Greetings I hold an MBA degree and possess strong professional expertise in my field. I noticed your project on Freelancer.com and it immediately caught m attention! I’m a QuickBooks Advanced ProAdvisor and Xero Certified Advisor, ZohoBooks, Wave and MYOB experienced in cloud-based accounting for over 2 years and onsite accounting for 8+ years. I can help with bank reconciliation, chart of accounts, invoicing, payroll, VAT and more ensuring everything runs smoothly and efficiently. Warm regards Md. Altas Uddin
$140 USD in 7 days
4.0
4.0

As a chartered accountant with a specialization in financial analysis, I understand the critical role that clean, compliant and well-managed books play in a company's success. Throughout my career, I've become highly proficient in reconciling financial statements utilizing QuickBooks, tracking anomalies, and ensuring internal controls are accurately maintained. My educational background and extensive hands-on experience uniquely position me to meet your monthly reconciliation needs while proactively addressing any errors or potential risks. In addition to my mastery of QuickBooks reconciliation, I have also developed a strong acumen for preparing detailed financial reports to meet GAAP standards and tax compliance. Most importantly, I'm able to communicate complex financial information easily and effectively, enabling you to make informed decisions about your business's financial health. Let's work together to streamline your finances, optimize your tax strategies, and keep your stakeholders satisfied with comprehensive, GAAP-ready reports.
$140 USD in 7 days
3.7
3.7

I’m a seasoned Chartered Accountant with hands-on experience working directly inside QuickBooks Online, ensuring books remain clean, reconciled, and fully compliant month after month. Monthly Execution Upon receipt of bank and credit-card statements, I complete full reconciliations in QuickBooks, investigate variances, and proactively flag anomalies for discussion before closing. The focus is on producing accurate, audit-ready numbers, not just balanced accounts. Financial Reporting Post-reconciliation, I prepare GAAP-aligned financial statements, including: • Balance Sheet • Income Statement • Cash Flow Statement • Detailed P&L These are delivered quarterly for management and stakeholders, along with a comprehensive year-end reporting package suitable for audit and tax filings. Corporate Tax Support In addition to bookkeeping, I provide proactive corporate tax planning and compliance, including: • Structuring tax-efficient strategies • Ongoing compliance and reporting • Identifying and advising on tax exposures uncovered during review Engagement Style This is a recurring engagement with flexibility for ad-hoc finance projects as needs evolve. I prioritise accuracy, documentation, and clear communication so stakeholders always have clarity on financial position and next actions. If you’re looking for meticulous reconciliations, strong reporting, and informed tax advisory under one roof, I’d be glad to collaborate.
$120 USD in 7 days
4.0
4.0

With my specialized proficiency in bookkeeping, strong command over QuickBooks Online, and track record of five years as a bookkeeper, I believe I am the right fit for your ongoing chartered accounting requirements. From data entry to financial reporting, tax preparation, and meticulous reconciliations- every task that you need is already in my area of expertise. As an efficiency enthusiast and detail-oriented professional, I understand the essence of maintaining accurate financial records alongside streamlined processes for businesses. My skills in tracking expenses and managing budgets will certainly aid in providing you with the GAAP-ready reports you need promptly. Moreover, corporate tax planning strategies and handling compliance have always been at the forefront of my responsibilities. Above all my skills are my commitment to privacy - ensuring your financial information remains confidential throughout our collaboration. Also, I appreciate that every business has its own unique needs and I take pride in customizing my services accordingly. Let's join forces to simplify your financial journey! Reach out to me so we can discuss this exciting opportunity further.
$160 USD in 7 days
3.0
3.0

As a vertical-leading AI platform targeted exclusively at streamlining finance operations, FinxisAI is the perfect solution for your recurring and ad-hoc accounting needs. Our technology, integrated with leading systems such as QuickBooks, minimizes manual work with automation, significantly reducing errors while delivering real-time insights to support decision-making. Our expertise extends beyond basic accounting tasks to robust financial analysis and tax compliance. We ensure that your books are always clean and compliant with strict GAAP standards, providing you with monthly reconciliations and comprehensive financial statements exactly when you need them. Moreover, our facility in corporate tax planning allows us to structure strategies proactively and protect against potential liabilities by consistently updating ourselves on evolving corporate tax regulations. In committing to your project long-term, we understand the importance of being available and proactive. We have designed our product specifically to cater to small- and medium-sized businesses like yours who require continuous support for their financial endeavours. By leveraging FinxisAI's advanced capabilities, you can be assured of up to 74% fewer errors, rapid 60% faster reconciliations, increased advisory capacity and all-around control over your financial health. Allow me the opportunity to revolutionize your accounting workflow.
$30 USD in 7 days
2.9
2.9

I am a qualified Indian Chartered Accountant with over 13 years of comprehensive experience spanning Accounting, Auditing, Taxation, Finance, Project Financing, and Financial Planning. Throughout my career, I have consistently delivered value-driven financial solutions to diverse clients, combining technical proficiency with strategic insight. My expertise includes: • Accounting & Auditing: Proficient in managing statutory audits, internal audits, and financial reporting in compliance with applicable standards and regulatory frameworks. • Business Analysis: Applied analytical frameworks to evaluate business performance, identify growth opportunities, and streamline operations for improved ROI. • Taxation: In-depth knowledge of direct and indirect taxation, including tax planning, compliance, and representation before authorities. • Financial Planning & Analysis: Adept at budgeting, forecasting, and financial modeling to support informed decision-making and long-term business sustainability. With a strong foundation in regulatory compliance and a results-oriented approach, I bring a balanced perspective to financial leadership—ensuring both operational efficiency and strategic growth.
$140 USD in 7 days
2.2
2.2

Hello, I would be delighted to assist you with this project. I am a fully qualified Chartered Certified Accountant (ACCA) with over 10 years’ experience in bookkeeping, accounting, tax, and financial reporting. I have supported SMEs, start-ups, and growing businesses across various industries, with a strong focus on accuracy, compliance, and well-structured financial records that enable informed decision-making. My areas of expertise include: • Bookkeeping and bank reconciliations • Tax computations, submissions, and compliance • Statutory filings • Management accounts and financial reporting • Review and clean-up of existing accounts I am highly proficient in QuickBooks Online, GAAP and I have advanced Excel skills for data analysis, reconciliations, and reporting. I am detail-oriented, reliable, and proactive, with clear and consistent communication throughout each engagement to ensure expectations and deadlines are met. I can start promptly and will tailor my approach to suit your specific requirements. I would welcome the opportunity to discuss your needs further and deliver high-quality results. Kind regards, Liberty
$180 USD in 7 days
1.3
1.3

As a seasoned Chartered Accountant with over 5 years of experience, specializing in accounting and bookkeeping, and certified in QuickBooks Online, I bring the precise skills and keen eye for detail required to maintain your financial records with utmost accuracy. My familiarity with similar tasks such as reconciling bank and credit-card statements is well-honed, and I proactively flag any anomalies that require attention. Beyond mere reconciliation, I understand the gravity of producing groomed reports like Balance Sheets, Income Statements, Cash Flow Statements, P&L statements that are GAAP-ready within crucial deadlines. Over the years, I have not only mastered financial statement preparation but also the art of making them concise yet comprehensive for management review. Moreover, when it comes to tax planning and compliance reporting (essential for corporates such as yours), my expertise is both proactive and reliable. My skill set extends beyond merely filing returns - I can structure smart strategies to optimize your corporate tax planning while ensuring full adherence to the latest applicable regulations. This holistic approach has always borne fruit for my clients – enhancing their financial performance while maintaining seamless compliance. A collaboration with me would ultimately offer you peace of mind and consistent growth
$100 USD in 7 days
1.5
1.5

Hi, there, I noticed you’re looking for a Chartered Accountant to manage your QuickBooks file with precise bank and credit card reconciliations, and I’ve expertly handled similar financial systems ensuring compliance and clean records for ongoing reporting. I have 7+ years of experience in accounting and taxation and have mastered the technologies and compliance standards essential for corporate bookkeeping. In a previous role, I managed monthly reconciliations and quarterly financial reporting for a mid-sized company, enabling them to pass audits smoothly with timely GAAP-compliant reports. ✅ I will seamlessly integrate with your QuickBooks file to perform meticulous monthly reconciliations. ✅ I will flag and discuss any anomalies promptly to maintain clean books. ✅ I will prepare quarterly and year-end GAAP-ready financial reports for management and auditors. ✅ I will provide proactive corporate tax planning and compliance support, ensuring your tax strategies are optimized and exposures minimized. ✅ I will remain available for ongoing collaboration and ad-hoc finance projects as your needs evolve. Quick question: How many bank and credit card accounts typically need reconciliation each month, and are there any specific compliance deadlines we should prioritize? I look forward to working with you. Best Regards, Rosita Iniesta.
$100 USD in 7 days
0.0
0.0

Hello, I’m prepared to step in and ensure your QuickBooks file is clean and compliant. I’ll handle monthly reconciliations, flag anomalies, and keep you updated throughout the process. You'll receive timely, GAAP-ready reports—Balance Sheet, Income Statement, Cash Flow Statement, and P&L—regularly to meet the needs of management and external stakeholders. Additionally, I’ll provide proactive corporate tax support, structuring effective tax planning strategies and managing compliance. I understand how crucial it is for these elements to align seamlessly, especially as the workload may expand into other finance projects. Let’s discuss how we can move forward effectively. Looking forward to your response!
$30 USD in 1 day
0.0
0.0

Understanding the importance of accurate bookkeeping and financial analysis, my skills and experience make me an ideal fit for your ongoing chartered accounting needs. Having worked extensively with QuickBooks, I am confident in delivering monthly reconciliations that leave no stone unturned. My meticulous nature will ensure any anomalies are not just flagged but proactively discussed for swift resolution. Financial reporting, I'm well-versed in providing comprehensive, GAAP-ready reports like the Balance Sheet, Income Statement, Cash Flow Statement, and P&L on a quarterly as well as yearly basis. These reports are not just data sets for me but insightful summaries that help drive your financial strategy. Tax planning is another area where I can add significant value to your business. Combining my accounting expertise with strategic thinking, I can structure efficient tax planning strategies while taking care of all ongoing compliance and reporting requirements. Working with me means having a dedicated and talented professional who continuously keeps abreast with corporate tax regulations to minimize your exposures. Ongoing collaboration is of utmost importance to me. As such, I am highly committed to building long-term relationships with my clients and providing the best customer service experience possible. I would love the opportunity to demonstrate my value to your company and help you achieve your financial goals seamlessly and effectively.
$200 USD in 7 days
0.0
0.0

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