Part-time fractional CPA — specialty insurance brokerage

@irsolutions

With over a decade of experience in high-level accounting and financial services, I understand your need for a licensed CPA to maintain impeccable books for your specialty insurance brokerage. Your core responsibilities align perfectly with my background in high-volume financial recordkeeping, including QuickBooks reconciliation and quarterly financial statement preparation. My experience in partnership and LLC accounting, alongside my proficiency in QuickBooks Online, makes me a strategic fit for ensuring the accuracy and cleanliness of your financial records. A strategic insight I bring to the table is to implement automated reconciliation processes to streamline the monthly close, ensuring efficiency and accuracy in your financial reporting. In a past project, I successfully managed the financial records for a partnership serving over a million users, showcasing my ability to handle complex financial transactions with precision. I encourage you to reach out to discuss how I can support your financial needs and help streamline your accounting processes. I am confident that my expertise and proactive approach will add value to your team and contribute to the success of your business.

@HiraMahmood4072

Hello, With over 7 years of experience in Excel, Accounting, Financial Analysis, Intuit QuickBooks, Bank Reconciliation, and Bookkeeping, I have the expertise required for your project. I have carefully reviewed your requirements for a part-time fractional CPA for your specialty insurance brokerage. I will diligently handle Monthly QuickBooks Online reconciliation, transaction coding, quarterly P&L, balance sheet preparation, revenue reconciliation, estimated tax payment calculations, year-end file preparation, 1099 preparation, K-1 coordination, and surplus lines-related financial recordkeeping. I will maintain a tidy chart of accounts, flag unusual items, and propose process enhancements. As an ideal candidate with a CPA license, strong QuickBooks Online proficiency, and experience in partnership/LLC accounting, I am well-suited for this role. I will ensure accurate and proactive communication throughout the engagement. I would appreciate the opportunity to discuss this project further with you. Please connect with me in chat for a detailed conversation. You can visit my Profile here: https://www.freelancer.com/u/HiraMahmood4072 Thank you.

@zainrashid88

As a seasoned chartered accountant with robust experience in the full spectrum of financial accounting and management, I am confident in my ability to meticulously handle your low-volume books and keep them spotless in QuickBooks Online. Throughout my career, characteristics such as accuracy, proactive communication, and innovative problem-solving have been key to my success. I fully appreciate the significance you place on maintaining a tidy chart of accounts and actively suggesting process improvements - two elements I consider second nature. With a strong proficiency in QuickBooks Online and penchant for detail, bank reconciliations, transaction coding, K-1 preparation, and more pose no challenge to me. One specific strength that sets me apart is my on-going engagement mentality. I don't view this as just another project; it's a long-term partnership. Consequently, my commitment goes beyond what is required from your initial description. In instances where everything runs smoothly - and I intend to make sure they do - there's ample scope for us to broaden our focus from the bankside operations into handling credit-card or payroll reconciliations later down the line.

@simplifitax

With nearly a decade of experience as an ACA-qualified Chartered Accountant, I offer the financial acumen and QuickBooks Online expertise that you need to keep your insurance brokerage's books in pristine order. My specialization in partnership and LLC accounting, including K-1 preparation, makes me ideally suited for the unique requirements of your business. Furthermore, my thorough understanding of IFRS regulations would ensure no stone is left unturned in terms of compliance. Having worked with small businesses like yours throughout my career, I have developed a knack for managing low-volume, yet high-stakes financial tasks with meticulous precision. My experience includes not only regular QuickBooks reconciliations but also end-of-year financial recordkeeping to handoff to external tax preparation professionals. As your part-time fractional CPA, I'd tackle your bookkeeping needs in alignment with your requirement - emphasizing accuracy and open lines of communication above all.

@zarwaa

Hi Liscened CPA I’m extremely interested in your project as being liscened CPA and quickbooks pro advisor I can do this task very well.I have extensive knowledge and understanding of US taxation and accounting (GAAPs).I’ll post and categorise your daily transactions with 100% accuracy.I’ll do daily banks , credit cards , receivables and payables reconciliations so that you can have updated financial statements whenever it is needed. Moreover,I have a lot experience in partnership/LLC accounting and K-1 preparation. In the end of the month I’ll generate monthly financial statements along with monthly financial analysis so that you can track your business growth & performance. Please ping me so that we can communicate further. Thanks

@MrSaiyadRizwan

Hello, I am Mohmed, with over 8 years of experience in Accounting, Intuit QuickBooks, and Bookkeeping. I have carefully reviewed your project requirements for a part-time fractional CPA specializing in insurance brokerage. For this project, I will ensure monthly QuickBooks Online reconciliation, transaction coding, quarterly P&L, and balance sheet preparation, revenue reconciliation, and tax payment calculations. Additionally, I will handle year-end responsibilities such as file preparation, 1099 preparation, K-1 coordination, and surplus lines-related financial recordkeeping support. I will maintain a tidy chart of accounts, flag unusual items, and suggest process improvements. I am a licensed CPA with expertise in QuickBooks Online, partnership/LLC accounting, and K-1 preparation. I am keen to discuss further details with you. Please start the chat to discuss this project in more detail. Best regards, Mohmed

@zafarfarooq612

Hello, I am a licensed CPA in good standing with strong QuickBooks Online proficiency and extensive experience in partnership/LLC accounting, including K‑1 preparation and 1099s. I have performed monthly closes for small businesses, keeping books spotless with low volume. I will handle monthly QBO reconciliation and transaction coding, quarterly P&L and balance sheet preparation, revenue reconciliation, estimated tax payment calculations, year‑end file preparation for your tax preparer, and surplus lines recordkeeping support. I will deliver a clean chart of accounts, flag unusual items, and suggest process improvements. I can commit 5–10 hours per month on a flexible hourly basis. I am ready to start immediately. Please share QBO access. Regards, Zafar

@gpellosis

Having worked as a Certified Public Accountant for over 15 years, my experience and skills perfectly match your requirements. I have a strong command over QuickBooks Online, handling multiples tasks like monthly closes, transaction coding, and P&L and balance sheet preparation efficiently. Throughout my career, I've maintained record accuracy for small businesses like yours while suggesting significant process improvements. What sets me apart is my background in insurance brokerage and financial services, which I believe will be an advantage in comprehending the peculiarities of your specialty insurance brokerage firm. Not only can I keep your low-volume books spotless but also offer surplus lines-related financial recordkeeping support when needed. Additionally, in the dynamic realm of finance where my proficiency lies, compliance is indispensable. You can rely on me to exhibit a keen eye for detail, proactively communicate any unusual items or issues that require attention, and even conduct forensic analysis if required. My expertise extends beyond just accounting; I’m skilled in efficient cryptocurrency tracking and ledger management as well.

@dwashil3000

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.

@revival786

You are right. I apologize. Here is the corrected version: --- Greetings! I looked at your CPA role for monthly bookkeeping. You need Monthly QuickBooks Online reconciliation and transaction coding, quarterly P&L and balance sheet preparation, revenue reconciliation, estimated tax payment calculations, year-end file preparation, 1099s, K-1 coordination, and surplus lines recordkeeping. I provide CPA and bookkeeping services. I will keep your books spotless and communicate proactively. Send me your QuickBooks Online access and partnership details. Thanks, Revival

@sheza381a

As a licensed CPA with over 5 years of experience incorporating platforms like QuickBooks Online into small business financial management, I am eager to help streamline your accounting processes at your specialty insurance brokerage. I have the skills and real-world knowledge required to ensure your books are diligent and accurate, all crucial as per your outlined project requirements. I thoroughly understand the specifications involved in maintaining low-volume books in QuickBooks Online including monthly reconciliation, P&L, balance sheet prep, and tax preparation among other duties mentioned. Adhering to strict schedules so as to meet quarterly and year-end deadlines is second nature to me and crucial for high-level financial record keeping. Lastly, my proactive approach aligned with my attention to detail can prove invaluable. I can not only keep your chart of accounts tidy but also flag unusual items for your attention, suggesting potential process enhancements if spotted. I believe in going beyond the minimum requirements; this is why I see myself as an ideal candidate- capable of delivering accurate and thoughtful work while handling any surplus lines-related financial recordkeeping requirements that may unexpectedly emerge. Together let's ensure your financial records stay low volume but remain spotless!

@Waqar381a

With over 5 years of professional bookkeeping and accounting expertise, coupled with a thorough understanding of tools such as QuickBooks Online that we would be utilizing for your project, my aim is to ensure that your finances remain transparent and accurate. My strong proficiency, especially in partnership/LLC accounting and K-1 preparation aligns greatly with your project's needs. Also, I have had experience in dealing with the financial side of insurance companies. This has given me an insight into the surplus lines-related financial recordkeeping support that you may need in future. Accuracy and proactive communication have been the hallmarks of my career and I intend to bring these to your project. From completing monthly bank reconciliations to quarterly P&L and balance sheet preparations, I will deliver quality work within your estimated 5-10 hours per month timeframe. Moreover, as an efficiency enthusiast, I commit to continuously keep your charts clean, and notify you about any unusual occurrences while also suggesting process improvements as they arise. Selecting me for this role means finding a partner who cares deeply about maintaining the integrity of firm books. While handling your low-volume books, I'll be focusing strictly on the bank side as per your requirement but also promise to bring value at every turn with potential capacity expansion beyond bank side reconciliation. Together, let’s simplify your financial journey!

@zubair381a

Being a licensed CPA for 7 years, I assure you that my skills and experience in maintaining accurate financial records are well-suited for your project. My proficiency in QuickBooks Online is backed by a record of success completing monthly closes for small businesses. Significantly, I bring an appreciation for accuracy and proactive communication which will be vital as I keep the books of your low-volume enterprise spotless. My ability to identify and reconcile unusual items, as well as my knack for suggesting process improvements, aligns with your desire for a tidy chart of accounts and recommendations. My exposure to partnership/LLC accounting and K-1 preparation also directly lets me fulfill your need regarding revenue reconciliation across partnerships and K-1 coordination. Additionally, being well-versed in surplus lines-related financial recordkeeping offers further advantage. Overall, I offer more than just bookkeeping abilities; my strategic financial insights help polish reports into meaningful decision-making tools. My services have always reduced errors, improved efficiency, and saved costs—a track record I'm keen to continue with your project. Partnering with me won't only save you time; it'll simplify your financial operations while ensuring compliance and enhancing your business's potential. Let me help your business thrive!

@finxisai

As a licensed CPA backed by the power of FinxisAI, I am confident that I have the skills and experience you need to keep your books clean and compliant. My proficiency in Intuit QuickBooks is exceptional and as highlighted in my pitch deck, I bring tangible benefits to clients –such as 60% faster reconciliations with 74% fewer errors, which have enabled firms to scale without expanding their workload. My background is particularly suited to your insurance brokerage with experience working in the financial services sector. Thus, I can confidently handle the partnership/LLC accounting, K-1 preparations and other tasks essential for your systems management. Moreover, while the current imperative is bank reconciliation and transaction coding, a retainer agreement provides space for me to later assist with credit card or payroll reconciliations if needed. At FinxisAI, I'm accustomed to being thorough with monthly closes for small businesses in QuickBooks as you are requiring. However, what sets me apart is not just my ability to perform these necessary functions but also my proactivity. This means keeping chart of accounts tidy, bringing up unusual items and suggesting process improvements when required. Additionally, I hold communication in high esteem so expect brief summaries outlining any areas of concern or recommended adjustments each month. Would love the opportunity to excel for you throughout this ongoing engagement!

@abubakarayyub01

Hello, I’m a CPA & QuickBooks Online ProAdvisor with strong experience in monthly closes for small partnerships/LLCs. Books are kept clean, reconciled, and audit-ready each month—bank transactions coded accurately, balances tied out, and P&L, Balance Sheet, and Cash Flow delivered with a brief summary of any issues or recommendations. Revenue reconciliation and estimated tax calculations are handled with consistency, with year-end support including 1099s, K-1 coordination, and clean handoff to your tax preparer. Focus is on accuracy, tidy chart of accounts, and proactive communication, not volume.

@neelamzia7

As a Certified QuickBooks & Xero ProAdvisor with an extensive background in accounting and data management, I possess all of the necessary skills and expertise to competently handle your unique financial requirements as a fractional CPA. With a keen eye for detail, I am accustomed to completing monthly bank reconciliations and transaction coding with unwavering accuracy, ensuring nothing slips through the cracks. Moreover, my experience in partnership/LLC accounting and K-1 preparation perfectly aligns with your project needs, enabling me to smoothly prepare P&Ls and balance sheets quarterly as well as coordinate 1099s and K-1s at year-end. Having also worked extensively in the insurance industry, I am well-versed in managing surplus lines-related financial recordkeeping, offering a unique value proposition tailored to your specific business. Furthermore, I am a firm believer in proactive communication and process improvement strategy implementation. Rest assured, not only will I keep your chart of accounts tidy and flag any unusual items but I'll also actively suggest ways to enhance efficiency whenever possible. Choosing me means choosing not just an experienced professional but one who is dedicated to providing an impeccable service catered to your needs. Let's streamline your finances together!

@mwaqas0331

As a seasoned Finance Manager and CPA, I understand the intricate role your business's financials play and how a meticulous accounting system is vital to your operations. My expertise in preparing and analyzing financial statements, coupled with my in-depth understanding of QuickBooks Online, makes me well-suited for your project. Furthermore, having worked with several insurance firms and other financial services, I bring industry-specific understanding that others might lack. This allows me to effectively track revenues across partnerships and provide surplus lines-related financial record-keeping support as needed. I'll meticulously handle all year-end responsibilities from file preparation and handoff to external tax preparers to 1099 preparation and K-1 coordination. Through this project, I aim to lighten your burden while also contributing value by identifying process improvements when necessary. Engagement Details include flexible retainer or hourly basis with an estimated 5-10 hours availability per month. As we move forward, we can expand the scope to include additional reconciliations if required. Let's work together to protect and improve your business with utmost accuracy!

@Hamza381a

With my solid background in accounting and vast experience in utilizing QuickBooks Online - your preferred platform for reconciliations and transactions, I am confident that I would be the perfect fit for this role. I possess a CPA license, which means that your financial records will always be compliant and in sync with due dates for tax payments. My focused approach and an eagle eye for detail have helped me pick up on even the minutest discrepancies in financial statements, saving my clients both time and money. I understand that you’re looking for a professional who not only manages your books but also communicates any outstanding issues or recommended adjustments promptly for discussion. Being an efficient and effective communicator who realizes the importance of proactive communication in these matters, I can assure you that I will keep you fully informed about any relevant developments relating to your bookkeeping at all times. Lastly, I want to highlight that as well as being technically proficient, I am also a collaborative team player who values building long-term client relationships. Your trust is important to me, and I want to assure you that maintaining strict confidentiality is one of my top priorities. With my strong work ethic, drive for efficiency, and dedication to tailoring services to your unique needs, we can simplify your financial journey together and provide an exceptional service that goes beyond just bookkeeping!

@ayesha86664

Hi there! You are managing low-volume partnership books in QuickBooks Online and the real challenge is maintaining clean monthly closes with accurate reconciliation, K-1 alignment, and tax-ready reporting without introducing chart-of-accounts drift over time. I’ve handled recurring monthly close cycles for small LLCs where I maintained full reconciliation workflows, cleaned up legacy transactions, and ensured tax-ready financials with consistent reporting accuracy and proactive flagging of anomalies before year-end filing. I will manage your monthly reconciliation cycle in QuickBooks Online, ensure clean transaction coding, prepare financial statements (P&L, Balance Sheet, Cash Flow), and provide structured monthly reporting with clear notes on adjustments, risks, and tax considerations. Check our work: https://www.freelancer.com/u/ayesha86664 How many bank and credit card accounts are currently linked in your QuickBooks file? I am ready to start — just say the word. Best Regards, Ayesha