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I need a reliable, intermediate-level bookkeeper who is completely at ease working in Excel. The core of the job is to keep my books current and clear so I always know exactly where money is going each month, how it adds up over the year, and what tax reimbursements we can claim when tax season rolls around. A non-negotiable part of the role is preparing and submitting Washington State quarterly reports; please take this on only if you already know that process inside and out. To keep everything structured, here is what I expect you to deliver: • A reconciled Excel workbook each month showing income, expenses, and category breakdowns • A rolling annual summary that updates automatically from the monthly data • Ongoing tracking of deductible items and any expected reimbursements or credits • Accurate, on-time Washington State quarterly filings, with copies saved in the same workbook I’m fine receiving everything in Excel; no PDFs are necessary unless you personally want them for your records. If this workflow sounds like second nature to you, let’s get started.
Project ID: 40658584
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Active 3 days ago
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67 freelancers are bidding on average $7 USD/hour for this job

As an experienced accounting and tax professional, I offer the perfect blend of skills and expertise to help you sail through your bookkeeping and tax filing needs. I am fluent in Excel, which means not only can I keep your books in tiptop shape, but also create reports that provide valuable insights into your financial health. My familiarity with this program will allow me to seamlessly deliver the reconciled Excel workbook each month, a rolling annual summary, track deductible items, and submit accurate Washington State quarterly reports on time. Additionally, my knack for financial analysis will be advantageous in identifying ways to reduce your tax burden and maximize your financial efficiency. You can trust me to meticulously prepare your tax returns, ensure compliance with tax regulations, and represent you before the IRS should any issues arise. Your satisfaction is paramount to me. With confidentiality as one of my priorities, your data will always remain secure with me. Keenness to uphold punctuality and precision ensures that all your financials will be kept up-to-date without unnecessary delay. Let's come together and enhance the efficieny of your financial operations while minimizing burden of taxes with my quality work.
$8 USD in 40 days
9.1
9.1

Hello There, We can support you with accurate, well-structured bookkeeping in Excel, keeping your financial records current and easy to review each month. Our team includes Certified QuickBooks ProAdvisors and Certified Xero Advisors and can assist with Recording and categorising income and expenses, Monthly reconciliations, Maintaining AP and AR records, Preparing monthly Excel summaries and category breakdowns, Creating rolling annual financial summaries, Tracking deductible business expenses for your accountant’s review, Identifying discrepancies and maintaining clean supporting records. We are comfortable working extensively in Excel and can ensure the workbook remains organised, accurate, and easy to audit. Please note that we typically work on an hourly basis, Washington State quarterly filings, tax preparation, tax filing, and payroll processing are not included in our service scope. We can, however, maintain the bookkeeping records needed for your tax professional. Hit me up and we can talk in detail Regards, Nikita and her team at Affiliazion (D)
$8 USD in 40 days
8.1
8.1

As a seasoned data analyst with a multitude of skills in Excel, data management and entry, I am positively confident that my proficiencies align perfectly with the requirements of your project. Throughout my extensive career, I've demonstrated an unyielding commitment to accuracy, organization, and timeliness in delivering relevant and up-to-date financial insights – qualities vital for efficient bookkeeping. professional touch.
$5 USD in 40 days
7.7
7.7

Hi, I have read your project. I’m able to do this. I’m CPA, CBA and MBA qualified with six years of experience. Please open the chat for further discussion. Thanks & regards Mussadiq Hussain
$5 USD in 40 days
7.1
7.1

Hello Sir, I can provide reliable bookkeeping support to keep your financial records current, organized, and easy to review in Excel, with a strong focus on reconciliation, accuracy, and consistent monthly reporting. ✅ Why Me? ✔ Extensive experience in Excel-based bookkeeping, financial data entry, expense tracking, reconciliation, and financial reporting ✔ Strong Excel skills for maintaining structured workbooks, formulas, category breakdowns, and rolling annual summaries ✔ Experienced in reconciling income and expense records and identifying discrepancies before finalizing monthly accounts ✔ Strong attention to detail when working with financial figures and maintaining accurate historical records ✔ Reliable with recurring monthly and quarterly deadlines and committed to maintaining accurate records throughout the year ✔ 500+ projects completed | 5.0-star rating For the Washington State quarterly filings, I would only take responsibility for the filing component if the specific filing requirements fall within my verified experience and the information/access required to submit them is provided. I would not claim expertise in a state filing process that I haven't actually handled. I can begin with a review of your existing Excel workflow so the monthly structure, reconciliation process, and reporting format are established correctly from the beginning. Best regards, Ayan
$5 USD in 40 days
6.7
6.7

Hi there! Project is very clear to me and I can maintain your Excel bookkeeping, monthly reconciliations, annual summaries, deductible expense tracking, and Washington State quarterly reports accurately and on time. I will keep everything organized and easy to review. Just message me I am ready to start now. Thank you.
$4 USD in 40 days
6.9
6.9

AVAILABLE TO START IMMEDIATELY..,,. I will deliver precise monthly reconciled Excel workbooks, dynamic annual summaries, ongoing deductible tracking, and accurate, on-time Washington State quarterly filings, all meticulously organized within Excel. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
$5 USD in 60 days
6.6
6.6

Hello, I can take full ownership of your monthly Excel bookkeeping and Washington State quarterly reporting with the accuracy and consistency you’re looking for. One important question: Which Washington State quarterly reports are currently required for your business? If you share the filing type and your current Excel/bookkeeping setup, I can align the workflow with your existing process from day one. I’m ready to provide dependable ongoing support and take responsibility for keeping the records accurate, organized, and filing-ready. Regards, Faizan.
$5 USD in 40 days
6.4
6.4

With nearly a decade of experience as a Chartered Accountant and ACA qualified professional, bookkeeping and data management is where I truly shine. Your project aligns perfectly with my expertise in which I've helped many startups and businesses maintain their financial health. My knowledge spans across accounting, data management and the ability to utilize Excel to its full extent. Among the skills that are particularly relevant for your project, I have extensive experience with reconciling vast amounts of data, generating sophisticated financial models, and even helping businesses with branch filings (specifically Washington state). I understand the value of clear and up-to-date financials, especially when it comes to tracking deductible items for tax reimbursements. Beyond my technical skills, I believe my customer-centric approach sets me apart. I believe in open lines of communication to ensure we are always on the same page regarding your needs. I look forward to a long term partnership with you; one where you gain clarity regarding your finances while reaping the rewards of having a seasoned professional on board. Hire me and let's turn your business's financial health into an open book!
$8 USD in 40 days
6.5
6.5

Hello, I am an intermediate bookkeeper fully comfortable in Excel, with experience reconciling monthly income/expenses, building rolling annual summaries, tracking deductibles, and preparing Washington State quarterly filings. I will deliver a clean Excel workbook each month and handle the quarterly submissions accurately and on time. I am available to start immediately. Please share your current workbook and tax/reimbursement categories. I can start immediately. Thank you. I will provide a monthly summary for your review. I can start immediately. Thank you. Regards, Zafar
$4 USD in 40 days
6.4
6.4

Are you looking for the perfect person to take care of the ins and outs of your bookkeeping? Look no further - I have what it takes to ensure that your books are as clear as the Washington state skies on a summer day. With my over six years of experience in providing meticulous accounting and bookkeeping services, I believe that I am an excellent fit for your project. What can you expect from my approach? Utmost dedication to ensuring your finances are completely structured clearly, accurately, and comprehensively. My promise is to deliver a reconciled Excel workbook each month that gives you a holistic view of your income, expenses, category breakdowns, as well as a rolling annual summary to automatically update from those monthly data. As a skilled bookkeeper and accountant, I'm able to manage QuickBooks, Xero, or other tools you might prefer. Beyond just managing your books - I will generate actionable insights from careful cash flow analysis and financial reporting aimed at uncovering growth opportunities for your business. Let's make sure your finances are always working smarter with my unwavering commitment to keeping you compliant with tax preparations and audit support coupled with my advanced Excel proficiency for data analysis.
$8 USD in 40 days
6.1
6.1

Hi, I am a Chartered Accountant (ACCA) with 7 years of experience in bookkeeping, taxation, and financial analysis, and I am well-versed in Excel. To keep your books current and clear, I will prepare a reconciled Excel workbook each month detailing income and expenses with category breakdowns. I will also create a rolling annual summary that updates automatically and will ensure meticulous tracking of deductible items and anticipated reimbursements. My expertise includes preparing and submitting Washington State quarterly reports accurately and on time. I will communicate regularly to provide updates and address any questions. My focus is on delivering accurate, timely reports while ensuring a smooth and structured process. What specific income and expense categories should I prioritize in the initial setup?
$5 USD in 7 days
5.3
5.3

Hello, there! My name is Rajoul Haque, and I'm thrilled about the prospect of working with you on your bookkeeping project. With my strong background in data management and analysis, particularly in Excel and financial analysis, I believe my skills directly align with your requirements for maintaining clear and updated books. My experience in reconciling data, tracking expenses and income, and creating reports will ensure that you always have an accurate understanding of your finances from month to month. Additionally, my thorough knowledge of Washington State filings guarantees timely and precise submission each quarter- a crucial aspect of the role that I understand you're not willing to compromise on. Another aspect where I can provide tremendous value is through automating manual processes. I have extensive experience in Excel data analysis and automation which can be essential for creating monthly reconciled workbooks, yearly summaries, and tracking deductible items for future tax reimbursements; all at the click of a button. In conclusion, my dedication to delivering accurate, organized, and valuable work coupled with my proficiency in Excel makes me the right fit for your project. Let's partner together to transform your bookkeeping process into a breeze! Thank you for considering me.
$5 USD in 40 days
5.1
5.1

With 5+ years of bookkeeping experience, specializing in Excel, I understand the need for precise financial tracking and Washington State quarterly reporting. My past projects involved maintaining clear and up-to-date financial records, ensuring accurate tax filings. Could we discuss any specific additional reports or analyses you might require alongside the standard deliverables? Regards, CA. Swati Jain, CPA
$4 USD in 44 days
4.6
4.6

Dedicated Freelancer Ready to Elevate Your Project for Excel Bookkeeping & WA Filings. I have a solid background in Accounting, Excel, Bookkeeping, Financial Analysis, Tax Preparation, Data Management, Data Processing and Data Entry, I bring valuable expertise to your project. I have successfully completed many projects with 100% client satisfaction. Clear and timely communication is my priority. I believe in keeping you informed throughout the project lifecycle. I am available for a discussion at your earliest convenience. Please feel free to contact me to further discuss your project details. Thank you for considering my bid. I am excited about the opportunity to contribute to the success of your project. Please visit my portfolio to check my previous work samples, here - https://www.freelancer.com/u/GraphicsHub2k24?page=portfolio&w=f&ngsw-bypass= Best regards, Muhammad Asim Khan
$2 USD in 30 days
4.2
4.2

Hi, I can help keep your bookkeeping organized and up to date in Excel, with a focus on accurate monthly reconciliation, clear expense categorization, and reliable annual roll-ups. I have 3+ years of bookkeeping experience and strong Excel skills, including formulas, reconciliations, financial reporting, and automated summaries. I can maintain a structured workbook showing monthly income, expenses, category breakdowns, deductible expenses, and potential reimbursements or credits, with the annual summary updating automatically from the underlying monthly records. For the Washington State quarterly reports, I want to be transparent: I have a strong accounting and bookkeeping foundation, but I have not independently handled Washington State quarterly filings before. I would therefore not claim expertise in that specific filing process. If your workflow allows coordination with your tax professional or provides an established filing procedure, I can handle the bookkeeping records and supporting schedules accurately. I’m detail-oriented, comfortable working independently in Excel, and can keep the records clean and ready for tax review. Regards, Taha
$5 USD in 40 days
3.8
3.8

Hi, I have 7+ years of experience with Excel, financial reporting, reconciliations, expense tracking, and automated monthly/annual summaries. I can keep your bookkeeping workbook clean and up to date, reconcile income and expenses, track deductible items, and build a rolling annual summary that updates automatically. For the Washington State quarterly filings, I’d like to confirm the exact filing type and your current reporting setup first, since those filings need to be handled correctly and on time. I can provide clear monthly workbooks, filing records, and a simple changelog so you always know what was updated. Let’s connect over the chat so that I can show you my previous work.
$5 USD in 1 day
3.4
3.4

Hi there! With over nine years of finance experience, I can take full ownership of your bookkeeping, ensuring your Excel workbooks are flawlessly reconciled and your rolling annual summaries update automatically. I am highly comfortable tracking your tax-deductible items and meticulously managing your Washington State quarterly filings accurately and on time. Please note that the final pricing will be finalised once I review the complete scope of work—I look forward to making this workflow second nature for your business!
$7 USD in 40 days
3.1
3.1

Hello, Thank you for sharing your requirements. I understand you need an intermediate-level bookkeeper to manage your books in Excel and handle Washington State quarterly reports. I will deliver a reconciled Excel workbook every month showing all transactions clearly. I will also maintain a rolling annual summary that updates automatically from the monthly data. I will track all deductible items and expected reimbursements or credits throughout the year so you can claim them during tax season. Please share your current data, reports, and any specific format you prefer. I am ready to start immediately. Regards, Himanshu Bisht
$4 USD in 40 days
3.1
3.1

Hi, I’m a CPA with 9 years of accounting and bookkeeping experience, with strong Excel and QuickBooks Online expertise. I’m experienced in bank reconciliations, income and expense tracking, categorization, annual financial summaries, and identifying deductible expenses and tax-related items. I can maintain a clean, reconciled Excel workbook with monthly reporting and a rolling annual summary that updates consistently. I’m also detail-oriented and reliable with recurring deadlines and documentation. I’m available to start immediately and would be happy to discuss your Washington State quarterly reporting requirements and workflow. I look forward to working with you.
$4.50 USD in 40 days
2.9
2.9

Renton, United States
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Member since Oct 26, 2023
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