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I need ongoing, month-to-month help keeping my books in order inside QuickBooks. Each cycle I generate a steady stream of invoices, collect payments, reconcile several bank and credit-card accounts, and pull expense and performance reports for management. What I am after is a reliable partner who can step in at the close of every month, update the ledgers, and leave the file audit-ready. Core deliverables each month: • Create and send all sales invoices, apply received payments, and flag any overdue balances. • Complete bank and credit-card reconciliations so every transaction is matched and cleared. • Categorise expenses, attach receipts where provided, and prepare summary cost reports. • Produce standard financial statements and an at-a-glance management report I can share with stakeholders. Everything lives in QuickBooks Online, so you will need solid experience with that platform and the ability to work directly in my live file. Timeliness is important—I prefer the close finished within five business days after month-end. Accuracy and clear communication are essential; if something does not reconcile or a document is missing, I expect a quick heads-up so we can resolve it before you finalise the books. When you reply, please confirm your QuickBooks background, outline how you normally approach a month-end, and let me know your availability to start with the most recent period.
Project ID: 40349102
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83 freelancers are bidding on average $145 USD for this job

As someone with extensive experience in accounting and financial management, I am well-equipped to handle your month-to-month bookkeeping needs with QuickBooks. Throughout my career, I have consistently demonstrated the ability to create and send accurate sales invoices, ensure efficient payment processing, and promptly identify any overdue balances. I understand the importance of a smooth reconciliation process for bank and credit-card accounts, where matching and clearing every transaction without error is essential. Furthermore, my expertise extends to categorizing expenses, summarizing cost reports, and providing comprehensive financial statements. Utilizing QuickBooks is second nature to me—I'll work directly in your live file to ensure that your ledgers are up to date and audit-ready. My timeliness matches your expectations as I make it a point to finalize the books within five business days after month-end while keeping you informed about any discrepancies or missing documents throughout the process. Let's not overlook the value of confidentiality in our field—rest assured that your sensitive financial information will be handled discreetly and securely. Through close collaboration with you, my aim is to enhance decision-making abilities and growth strategies while ensuring adherence to tax regulations. Choose me for this project, and let's embark on a journey towards maximum financial efficacy and peace of mind!
$250 USD in 7 days
8.9
8.9

Hi, With 15 years of extensive experience in bookkeeping, particularly with QuickBooks Online, I am well-equipped to manage your monthly accounting needs with accuracy and precision. I will ensure that all sales invoices are generated and payments applied promptly, while meticulously reconciling bank and credit card accounts. My approach includes careful categorization of expenses and timely production of financial statements and management reports. I prioritize clear communication, maintaining regular updates on progress, and flagging any discrepancies immediately. With my commitment to deadlines and strong attention to detail, I will ensure your books are always audit-ready. I'm available to start immediately with the latest period.
$140 USD in 7 days
8.2
8.2

CPA License holder Hi, I am an experienced Associate Member the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
$99 USD in 1 day
6.3
6.3

Dear Client, I’d be happy to support you with ongoing month-end bookkeeping and ensure your QuickBooks Online file remains clean, accurate, and audit-ready. I’m an accounting professional with a Master’s in Commerce and solid experience managing end-to-end bookkeeping for small businesses across the US, Australia, and Canada. I work extensively in QuickBooks Online and am comfortable handling live files with a strong focus on accuracy and timely delivery. My approach to month-end close: Review and organize all transactions for the period Create and send invoices, apply payments, and follow up on outstanding balances Perform complete bank and credit card reconciliations, ensuring all items are matched and cleared Categorize expenses accurately and attach supporting documents where available Identify and resolve discrepancies proactively before finalizing Prepare financial statements (P&L, Balance Sheet) along with a clear, concise management report I understand the importance of deadlines and can consistently complete the month-end close within 5 business days. I also provide prompt communication—if anything is missing or doesn’t reconcile, you’ll be informed immediately so it can be resolved without delay. Availability: I’m available to start right away and can begin with your most recent period immediately. Looking forward to working together. Thank you Regards, Harsh
$250 USD in 7 days
6.0
6.0

Hello, I am Mohmed, with over 8 years of experience in Accounting and Bookkeeping. I have carefully reviewed your project requirements for monthly QuickBooks bookkeeping. To ensure accurate and timely bookkeeping, I will: - Create and send sales invoices, apply payments, and manage overdue balances. - Reconcile bank and credit card accounts for all transactions. - Categorize expenses, attach receipts, and prepare cost reports. - Generate financial statements and management reports for stakeholders. I am proficient in QuickBooks Online and will work directly in your live file. I prioritize timeliness, accuracy, and clear communication throughout the process. I look forward to discussing the project further with you. Best regards, Mohmed
$210 USD in 7 days
5.8
5.8

April 05, 2026 Hello I hold an MBA and bring over 8 years of comprehensive accounting experience, including more than 2 years specializing in cloud-based accounting systems. I am a certified QuickBooks Advanced ProAdvisor and XERO Advisor, with additional experience in Zoho Books, Wave, and MYOB. My expertise includes bank reconciliation, chart of accounts management, invoicing, payroll processing, VAT compliance and full-cycle bookkeeping. I am committed to delivering accurate, timely and efficient financial management services. Sincerely Md. Altas Uddin.
$111 USD in 7 days
4.2
4.2

Hello there, Thank you for taking the time to read our proposal. Over 5 years of extensive experience and deep knowledge in Accounting, Zoho, Quickbook, Sage, MYOB and SAP systems. Once you hire me, I can provide you Great Quality and 100% Complete work. If you give me a chance to help you, I can give you good results in the time you want. I already have completed several related projects. Do let me know over the chat window and let's discuss further about the project. Desperately looking forward for your response. Thanks
$50 USD in 2 days
4.0
4.0

I am a Chartered Accountant with experience of more than 10 years in the field of accounting and taxation. I have successfully completed various similar projects which can be reviewed in my profile. I am interested in your said assignment and look forward to connect to you. Please feel free to contact over chat for detailed discussion.
$140 USD in 7 days
3.5
3.5

Hi, I came across your job post and i'm very much interested in your project. I’m qualified, professional and an expert accountant with more than 13 year’s experience. I'm Quickbooks certified and using it since last 13 years. I am very much interested in your project with all of your requirements. I have experience in handling many projects like yours. I will be fully responsible for: - Create invoices, send to the customer and match them against the bank deposits. - Reconcile bank and credit card at the month end. - Categorization and attach receipts, prepare summary cost report. - A/R and A/P management. - Produce accurate reports (profit and loss, cash flow, balance sheet) so that you can share with stakeholders. - Month end closing within a week. - Prompt and clear communication any discrepancies or missing items. I have strong understanding of basic accounting principles. I’m a very proactive, reliable, detail oriented & very familiar with Quickbooks online/desktop. I will be available more than 20 hours per week and able to start your project as soon as possible according to you. Thanks for reading my application and I look forward to hearing from you. Best Regards, Suman Rawat
$30 USD in 7 days
3.7
3.7

Hello I am a Chartered Accountant with 10 years of experience in bookkeeping and month end close processes I have strong experience working in QuickBooks Online handling invoicing payment application bank and credit card reconciliations expense categorisation and financial reporting I follow a structured month end approach ensuring all transactions are recorded reconciled and reviewed so the books are audit ready within the timeline I can complete the close within 3 to 5 days after month end and provide clear updates on any discrepancies or missing items I am available to start immediately with the most recent period we can discuss further on chat
$200 USD in 5 days
3.5
3.5

With my proficiency in both QuickBooks and other leading accounting systems, I'm confident that I can handle your monthly bookkeeping needs with ease. Having streamlined financial operations for businesses with diverse needs and scales, I understand the importance of timely, accurate, and reliable bookkeeping. My solid experience with QuickBooks Online will ensure I can work directly in your live file without any hiccups. At FinxisAI, we don't just automate bookkeeping but provide end-to-end financial automation and advisory services, blending AI-driven processes with expert financial intelligence. This approach has consistently enabled our clients to achieve faster reconciliations, fewer errors, more advisory capacity, and real-time visibility into their financial performance. By automating tasks such as transaction reconciliation, categorization of expenses, generating summary cost reports, and producing financial statements, I can promise you efficient and precise month-end closing.
$60 USD in 7 days
2.9
2.9

Hi, I can take full responsibility for your month‑end bookkeeping inside QuickBooks Online and keep your file accurate, reconciled and audit‑ready every cycle. I'm a qualified Chartered Accountant from India and I’ve managed month end as well as ongoing bookkeeping for multiple small organizations. My month‑end approach: • Create and send all invoices, apply payments and flag overdue balances • Reconcile bank and credit‑card accounts so every transaction is matched • Categorise expenses accurately and attach receipts where provided • Prepare standard financial statements and a concise management report • Communicate quickly if anything is missing or doesn’t reconcile Your listed budget of $250 — please confirm whether this is per month or for the initial cycle. I can structure my pricing accordingly. I normally complete the close within five business days after month‑end, and I can start with your most recent period as soon as you grant access to the QBO file. I'd also like to know your typical monthly volumes so as to plan the project seamlessly. Best regards, CA. Sreedeep Chennamangalam
$220 USD in 7 days
2.5
2.5

Hello, I’m a CPA & QuickBooks Online ProAdvisor with strong monthly close experience. Month-end is handled with a structured process: invoices created and payments applied, bank/card reconciliations to zero, expenses categorized with receipts, and clean financials + management summary delivered within 5 business days. Any discrepancies are flagged early so nothing delays the close. Comfortable working directly in live QBO files with consistent, audit-ready results each cycle. Availability: Ready to start with the latest month.
$140 USD in 7 days
3.2
3.2

Hi, I am a qualified Chartered Accountant from UK having 10 Year experience in Accounting, Finance ,Intuit Quickbooks, MYOB,Xero, Bookkeeping, Excel, Financial Analysis and Payroll. I can provide you with bookkeeping services in Quick book and Excel, Account receivable & Payable management, Bank/credit card reconciliations, and Journal entries. I will also provide you Budget Management, Chart of Accounts, Cash Flow Analysis, Financial Report, Income Statement, Invoicing, Bookkeeping, Accounts Receivable. I will ensure that your financial records have been properly maintained. Please come to chat and discuss further.
$50 USD in 2 days
1.7
1.7

With your month-to-month QuickBooks bookkeeping requirements, my extensive experience in this domain and your precise needs make for a perfect match. Having worked with various accounting platforms, including QuickBooks, Zoho Books, Tally, Xero, and Wave, I know the ins and outs of each to ensure I deliver exceptional value. My approach to month-end activities involves ensuring every transaction is accounted for, accurately reconciling all bank and credit-card accounts, categorizing expenses, and producing comprehensive financial statements. My priority is always to complete the task within five business days after month-end while adhering to stringent quality checks to guarantee that your books would be audit-ready at any given point of time. Should there be any discrepancy or missing artifacts, timely communication will be delivered to you so that we can address them promptly and avoid future discrepancies. In addition to QuickBooks proficiency, my compliance expertise (familiar with RBI filings, ITRs for NRIs etc.) and virtual CFO capabilities offer a comprehensive 360-degree finance solution as per your business requirements. Let's discuss the start date that works best for you; together we'll keep your book in excellent order while ensuring an accurate picture of your financial performance.
$170 USD in 7 days
1.8
1.8

Dear client, I can definitely support you with ongoing, month-to-month bookkeeping and ensure your QuickBooks Online remains accurate, reconciled, and audit-ready. I am practicing Chartered Accountant in India and works on US accounts on Freelance Basis. I have strong hands-on working experience with QB Online. My work typically includes full-cycle bookkeeping— from transaction categorization to final financial reporting. My month-end approach is very structured: - Ask for the Bank and Credit Card statement - Review and post all bank and credit card transactions in QB - Reconcile all major accounts with zero discrepancies - On AP - Book invoices, apply payments, and track receivables, provide AP Aging reports - on AR - Create and Send Invoices, apply incomes, and track receivables and provide AR Aging reports - Book Accruals and prepaid expenses - Identify and resolve any missing or unclear entries proactively , communicate timely to ensure that I meet on deadlines. - Generate financial statements (P&L, Balance Sheet) I prioritize accuracy, clear communication, and timely delivery. I follow a checklist-based closing process to ensure everything is completed within timeline. I am available to start immediately. I can do Books clean up also as a one time project to streamline the Books of Accounts. Let’s connect to discuss your workflow and reporting preferences so I can align with your expectations from day one. Best regards, CA Taakshi
$220 USD in 7 days
1.5
1.5

With over 4 years of experience in accounting and bookkeeping, I hold not only the technical skills necessary to handle your QuickBooks needs, but also the discipline and attention to detail required for a job of this nature. I have a proven track record in GST registration, file preparation, and financial analysis, all of which are essential components to reconcile your QuickBooks accounts accurately. Being a CA finalist, I am deeply familiar with prepping impactful balance sheets and financial statements. In terms of QuickBooks, your live file experience is something unique that separates me from other candidates. I have been working extensively with QuickBooks Online; so organizing monthly ledgers and generating invoices will be second nature to me. My proficiency with Appfolio furthers my understanding of the importance of clear communication and the collaborative element needed in our working relationship as well. Finally, as a tax professional, my time management abilities align perfectly with your requirement for timely completion within five business days after month-end. I understand the significance behind an audit-ready file at all times. To wrap up, my name is Adeeba, and I am ready to offer you not only technical solutions but also strategic input for a more efficient future bookkeeping process. My goal will always be to provide you with a smooth financial flow and reports that offer stakeholders the insights they need for better decision making.
$100 USD in 7 days
0.7
0.7

Hello, I have solid experience with QuickBooks Online, handling invoicing, reconciliations, expense categorisation, and monthly reporting. My approach is structured month-end closing: reconcile all accounts, verify transactions, update ledgers, then generate accurate reports with clear notes on any issues. Available to start immediately and can complete each close within 2 business days. Best, Muhammad
$100 USD in 1 day
0.0
0.0

Hi, I’m an experienced Bookkeeper with 8 years of working with QuickBooks Online for US clients. I can handle your full month-end process, including invoicing, reconciliations, expense tracking, and financial reporting with accuracy and timeliness. I follow a structured closing process and ensure your books are always clean and audit-ready. I’m available to start immediately and can complete your monthly close within your 5-day timeline. Looking forward to working with you!
$160 USD in 5 days
0.0
0.0

Hi! I have solid experience with QuickBooks Online and can handle your full month-end process—from invoicing and reconciliations to clean financial reports. I ensure accuracy, fast turnaround within 5 days, and clear communication. I’m available to start immediately and would love to support you long-term.
$140 USD in 7 days
0.0
0.0

Yerevan, Armenia
Member since Apr 5, 2026
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