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I new clients who are behind on my QuickBooks reconciliations and want to get everything fully matched against my bank statements in a single session. The goal is straightforward: walk through the reconciliation process together, clear every unreconciled item, and leave me confident enough to keep things current on my own. Here’s how I picture the engagement: • Live, screen-share coaching while you reconcile the outstanding months in QuickBooks Online. • Clear explanation of each adjustment so I understand why it’s needed. • A brief wrap-up note listing what we covered and any follow-up steps I should handle myself. To help me choose quickly, please tell me about similar reconciliation work you’ve handled and the depth of your QuickBooks experience. Sample before-and-after screenshots (with sensitive data hidden) are welcome.
Project ID: 40205129
21 proposals
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Active 3 mos ago
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Hi Matt, I can absolutely help you with your books as I am a Certified Quockbooks ProAdvisor. Are you available for a quick call or chat so I can help you best? Looking forward to your immediate response. Kind Regards, Monette
$100 USD in 1 day
4.1
4.1
21 freelancers are bidding on average $99 USD for this job

Hi, I can help you catch up and fully reconcile your QuickBooks Online accounts in a single live, screen-share session. I’ve worked with clients who were behind on multiple months, clearing unreconciled items, fixing discrepancies, and matching everything cleanly to bank statements while explaining each step so they understand the “why,” not just the fix. I have solid hands-on QuickBooks experience with bank and credit card reconciliations, opening balance issues, and bank feed cleanups, and I’ll provide a brief wrap-up after the session outlining what we covered and any next steps. Thanks & Regards Mussadiq Hussain
$30 USD in 7 days
6.6
6.6

Hi, I am an experienced Associate Member of certified Cost And Management Accountant (ACMA), Financial Analyst and Certified Public Accountant (CPA) having 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 Plan, Financial Analysis, Financial Forecasting, Excel, Advance Excel, Visual Basics, Payroll, Data Processing, Data Entry, Finance, Accounting, Financial Research services and serve my more than 3+ years with top rated Audit firm (KPMG) during which I have dealt with a number of clients and provided them extremely satisfied services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advance Excel, Quick Book, Intuit Quick Book ,XERO, Microsoft Dynamic, Enterprise and more. I am a fast learner, problem solver, detail oriented and highly organized. Looking forward to hearing from you soon! Looking forward to hearing from you Best Regards. Zakwan
$99 USD in 1 day
6.2
6.2

Hello, I’m an experienced QuickBooks Online specialist and can guide you through a live, screen-share session to reconcile all outstanding months against your bank statements, clearing every unreconciled item while explaining each adjustment in real time so you understand exactly what’s happening. I’ve helped numerous clients bring months of backlog fully up to date, leaving their accounts clean and giving them the confidence to maintain reconciliations independently. After the session, I’ll provide a concise wrap-up note summarizing what we covered and any follow-up actions. I can also share anonymized before-and-after examples of reconciliations I’ve completed to demonstrate my approach and accuracy. Regards, Zafar
$100 USD in 1 day
6.2
6.2

Hi there, I understand your need for efficient QuickBooks bank reconciliation coaching. With extensive experience in guiding clients through similar challenges, I’m confident in my ability to help you clear those outstanding items effectively. I’ve worked with clients who were behind on their reconciliations, and I’ve consistently empowered them to regain full control over their financials. During our session, I will walk you through each step live via screen share, explaining the reasoning behind every adjustment. By the end of our time together, you'll not only have reconciled your accounts but also gained the knowledge to maintain them moving forward. I will prepare a concise wrap-up note outlining our process and the steps for you to handle on your own. To give you peace of mind, I can share examples of my previous work and before-and-after screenshots upon request. I look forward to helping you get back on track! What specific months do you need to reconcile?
$150 USD in 3 days
5.1
5.1

Hi, With 7 years of extensive experience in managing QuickBooks reconciliations, I can assure you of a meticulous approach to completing this task with the utmost accuracy and attention to detail. During our live screen-sharing session, I will guide you step-by-step through the reconciliation process, clearly explaining each adjustment to ensure you fully understand the rationale behind every action taken. I will adhere to proper processes, maintaining transparency and clear communication throughout our engagement to bolster your confidence and skill in managing these reconciliations independently in the future. I am committed to meeting the agreed-upon deadline while providing you with a brief wrap-up note summarizing our session and outlining any follow-up steps you should take. You can trust that I have successfully handled similar reconciliation projects for various clients, and I can provide before-and-after screenshots (with sensitive data omitted) to illustrate the effectiveness of my work. I look forward to the opportunity to assist you in achieving your reconciliation goals.
$140 USD in 7 days
4.9
4.9

Hello there, I am excited about the opportunity to assist you with your QuickBooks reconciliations. I understand the importance of having your financial records accurately matched against your bank statements. My approach involves live, screen-share coaching to guide you through the reconciliation process, providing clear explanations of adjustments, and leaving you with a detailed summary for future reference. I have a solid track record in handling similar reconciliation projects and possess extensive experience with QuickBooks. I am more than happy to provide sample before-and-after screenshots to showcase my expertise. Regards, CA. Swati Jain, CPA | Indian CA & CS
$60 USD in 5 days
4.4
4.4

Hi, I have read your requirements and i am able to do what is required here. I’m a CPA and QuickBooks ProAdvisor with over 5 years of experience helping clients clean up and catch up on overdue reconciliations in QuickBooks Online. I regularly work with business owners who are behind on bank reconciliations and want to get everything fully matched and understood, not just fixed. I’m very comfortable reconciling multiple months in one session, identifying unreconciled items, correcting posting errors, and explaining each adjustment clearly so you know exactly why it’s needed and how to avoid the same issues going forward. During a live screen-share session, I’ll guide you step by step as you reconcile the outstanding months, making sure every item ties to the bank statements and nothing is left unresolved. I’ll also provide a brief wrap-up note summarizing what we covered and any follow-up steps you can handle on your own to stay current. I’m happy to share examples of similar reconciliation cleanups I’ve done and can provide before-and-after screenshots with sensitive details hidden. Regards, Humayun Khan
$30 USD in 7 days
4.6
4.6

Hi there, I'm excited about your project! I've successfully guided numerous clients through QuickBooks reconciliations, ensuring they leave with not just matched accounts but also the confidence to manage them moving forward. My approach includes real-time screen-sharing and thorough explanations, making complex adjustments feel manageable. I'd also provide a wrap-up note to recap the session with actionable follow-up steps. Thanks,
$150 USD in 1 day
3.6
3.6

Hi there, I’m offering a 25% discount on this project. As a QuickBooks specialist with experience in bookkeeping training, I will provide one‑on‑one coaching to help you master bank reconciliation—ensuring your books are accurate, up‑to‑date, and audit‑ready. I’ll start by assessing your current reconciliation process and challenges. I will then guide you step‑by‑step through best practices in QuickBooks Online or Desktop, covering transaction matching, handling discrepancies, reconciling credit cards and loans, troubleshooting common errors, and maintaining clean records month‑to‑month. You’ll receive personalized coaching sessions, practical reconciliation checklists, and confidence in managing your own books moving forward. Let’s get your finances reconciled with clarity and confidence. Best regards, Sohail
$30 USD in 1 day
3.7
3.7

Hello , I'm , a financial consultant with expertise in Data Entry, Accounting, and QuickBooks. I understand your need for QuickBooks Bank Reconciliation Coaching to efficiently match your transactions against bank statements. With my experience in Financial Analysis and Bookkeeping, I can guide you through the reconciliation process, providing clear explanations for adjustments and ensuring your confidence in managing it independently. I have successfully assisted clients with similar QuickBooks reconciliations, ensuring accuracy and compliance. I can provide sample screenshots of past work for your reference. Let's discuss how I can support you in achieving your reconciliation goals effectively. Looking forward to the opportunity to collaborate further. Best regards,
$30 USD in 7 days
3.5
3.5

Hey , I just finished reading the job description and I see you are looking for someone experienced in Data Entry, Financial Consulting, Bank Reconciliation, Accounting, Xero, Financial Analysis, Bookkeeping, Tax Preparation, Financial Planning and Intuit QuickBooks. This is something I can do. Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects. 2. I have not received a single bad feedback since the last 5-6 years. 3. You will find 5 star feedback on the last 100+ major projects which shows my clients are happy with my work. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) I will share with you my recent work in the private chat due to privacy concerns! Please start the chat to discuss it further.
$30 USD in 1 day
0.0
0.0

Hello, With a process-oriented approach and keen eye for detail, my team and I could efficiently address your QuickBooks reconciliation backlog. We've amassed considerable experience in streamlining financial operations and improving functions like yours through our Data Entry skills. While we understand the value of instructing clients during their software sessions, we take things a step further by ensuring your familiarity with each adjustment implemented for a granular understanding. One of our standout strengths is fast turnover time without compromising quality, something that will be crucial to your requirement of quickly fixing months-worth of bank reconciliations. Along with being technically proficient in QuickBooks, we are experienced in creating clear technical documentation which will be handy for you going forward to ensure you retain all we cover during the coaching session. Moreover, as you aim to confidently maintain current bank reconciliations on your own, we offer long-term support and reliability standing ready to assist as needed. We believe in nurturing long-term relationships with our clients and hope this projects serves as a gateway to future collaborations. Let's discuss the project in more detail to ascertain how I can help you effectively tackle this challenge. Looking forward to hearing from you soon! Thanks!
$100 USD in 2 days
0.0
0.0

Hey , I just finished reading the job description and I see you are looking for someone experienced in Bank Reconciliation, Bookkeeping, Financial Planning, Financial Consulting, Xero, Data Entry, Tax Preparation, Accounting, Financial Analysis and Intuit QuickBooks. This is something I can do. Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects. 2. I have not received a single bad feedback since the last 5-6 years. 3. You will find 5 star feedback on the last 100+ major projects which shows my clients are happy with my work. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) I will share with you my recent work in the private chat due to privacy concerns! Please start the chat to discuss it further. Regards, Syed.
$30 USD in 2 days
3.3
3.3

Hi, I can help you get your QuickBooks Online reconciliations fully caught up in a single, focused working session—while making sure you actually understand the process, not just watch it happen. I have extensive hands-on experience reconciling overdue QuickBooks files against bank and credit-card statements, clearing unreconciled items, correcting posting errors, and resolving common issues like duplicates, timing differences, and incorrect opening balances. I regularly work via live screen-share, explaining each step and adjustment in plain language so clients leave confident managing future reconciliations on their own. During our session, we’ll reconcile every outstanding month together, ensuring the bank balance ties to the statement with zero variance. I’ll explain why each adjustment is needed, not just what to click, and flag any habits or setup issues that could cause problems later. Afterward, you’ll receive a short wrap-up summary outlining what we covered and exactly what to do going forward to stay current. If you’re looking for clear guidance, clean reconciliations, and confidence using QuickBooks—not just a quick fix—I’m ready to get started. Thanks
$30 USD in 7 days
0.0
0.0

----------------------- ✅✅✅✅✅ Ready To Support You Fully ✅✅✅✅✅ ----------------------- I understand you need hands-on guidance to reconcile outstanding QuickBooks Online transactions and leave your accounts fully matched against your bank statements. The goal is to clear unreconciled items efficiently while building your confidence to maintain accurate records going forward. My approach: • Live Screen-Share Coaching: Step-by-step walkthrough of all unreconciled items, explaining each adjustment in real time • Full Reconciliation: Ensure all transactions are matched to your bank statements, resolving discrepancies and clearing outstanding items • Education & Documentation: Provide clear explanations and a concise wrap-up note with follow-up actions to keep your accounts current • Experience: I have handled numerous QuickBooks Online reconciliation projects for small businesses, including bank statement matching, correcting errors, and training clients to maintain ongoing bookkeeping This approach ensures your accounts are accurate, up-to-date, and fully understood, giving you the skills and confidence to keep your financial records in top shape.
$140 USD in 7 days
0.0
0.0

Hello, I’m interested in your Data Entry project and would love to help you complete it accurately and on time. I have strong attention to detail, fast typing skills, and experience working with spreadsheets, online research, and organizing data efficiently. I can assist with: • Accurate data entry and formatting • Excel / Google Sheets management • Copy-paste tasks and web research • Data cleaning and organization • Maintaining confidentiality and meeting deadlines I focus on delivering high-quality work with clear communication and quick turnaround. If you share more details about the project, I’m ready to start immediately. Looking forward to working with you. Best regards, [Tesfaye Ketibelu]
$140 USD in 7 days
0.0
0.0

With my expertise in data entry, I am confident in my ability to efficiently methodically handle your QuickBooks Bank Reconciliation coaching project. I have an extensive background in working with complex financial data, using tools like MS Excel, Word, and Google Docs. I have detailed knowledge of online banking operations and the reconciliation process. In the past, I have successfully reconciled large volumes of data for multiple clients and educated them on how to maintain reconciliations going forward. I provide a patient and comprehensive approach to my coaching, ensuring that all adjustments are explained thoroughly so that you understand not just the 'how', but also the 'why'. To demonstrate the quality of my work, I can share sanitized before-and-after screenshots of previous reconciliations where discrepancies were thoroughly resolved. I am committed to making your QuickBooks fully matched against your bank statements and leaving you confident at every step of the way. Choose me as your freelancer, and together we'll get your books back on track and ensure you remain adept at maintaining them going forward.
$225 USD in 5 days
0.0
0.0

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