Looking for Bookkeeper/Accountant for bookkeeping clean-up project & structural improvements.

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Hi, My name is Marie, and I work with a company that’s currently looking for an experienced Bookkeeper or Accountant to help us with a bookkeeping clean-up project, along with some structural improvements and light training for our team. Here’s a quick overview of what we’re looking for: Project Scope: 1. Historical Bookkeeping Clean-Up • Review and clean up financial records from previous years. • Reconcile bank and credit card accounts. • Identify and correct any inaccuracies, duplications, or missing entries. • Assist in creating and generating monthly financial reports that can be replicated each month. • Assist in tax document preparation (or reporting to aid in preparation) for 2024 records. 2. Chart of Accounts Optimization • Assess our current chart of accounts and suggest a more streamlined set-up based on best practices. • Implement updates in QuickBooks Online. • Ensure proper categorization for income, expenses, assets, and liabilities. 3. Training & Support • Provide light training to our in-house payroll specialist. • Share practical tips for keeping the books clean, organized, and audit-ready. What We're Looking For: • Solid experience with QuickBooks Online (certification preferred). • Strong Excel skills for reviewing and organizing financial data. • Proven background in bookkeeping clean-up and account setup. • Ability to clearly explain financial processes to team members without accounting backgrounds. • High attention to detail and professionalism. We’re hoping to start this project as soon as possible, with the clean-up and chart of accounts work being our top priorities. Training can follow based on your availability and our team’s needs. If this sounds like something you’d be interested in, I’d love to chat more and hear about your experience. Thanks so much! Marie

Keyword: Project Consultant

Price: $35.0

Bookkeeping Accounting Intuit QuickBooks Balance Sheet Bank Reconciliation Accounting Basics