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Looking for a bookkeeper to help organize the finances for my small business using Tiller Money and Google Sheets. My first priority is 2024 tax preparation. Transactions are already imported and many are categorized. First Step — Paid 2-Hour Test At first, we will need to chat online to review unclear items– these task will include: -Review a sample of 2024 transactions. -Check and correct categories. -Organize expenses using categories provided by my CPA. -Separate business, personal, and uncertain transactions. -Flag items that need my review. -Prepare a simple summary by tax category. If the test goes well, there is additional work and ideally a long term working relationship: -Complete 2024 tax expense organization. -Clean up the Tiller spreadsheet. -Set up a simple Profit & Loss statement. -Set up a practical monthly budget. -Improve transaction categorization and automation. Google Sheets experience is required. Tiller experience is preferred. To Apply: Please keep your response very short. 1. Have you personally used Tiller Money? Yes / No 2. Are you familiar with basic US Tax Systems (S-corp? Don’t need to be a CPA). 3. How many years of bookkeeping experience do you have? 4, How would you handle a transaction if you are not sure whether it is a business expense? What is your hourly rate? 5. Are you willing to complete the paid 2-hour test? 6. Are you available for video conference calls. Please answer these five questions only. Do not send a general proposal or cover letter. I will ask selected applicants additional questions before choosing people for the paid test.
Project ID: 40662627
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As a seasoned accounting professional with over a decade of experience under my belt, I am confident in not just my familiarity with Tiller Money and Google Sheets - they're the backbone of my process. I can organize your 2024 taxes efficiently using the provided categories and work closely with your CPA to ensure everything is in order. My experience includes distinguishing between business and personal expenses and flagging items for your personal review, always keeping you in the loop. Another aspect of my expertise lies in creating comprehensive financial statements and practical monthly budgets, which I believe will be crucial in our work together. My proficiency extends well beyond simply categorizing transactions - I take pride in being able to offer a holistic approach to financial management. Over the years, I've worked on numerous projects similar to yours for clients like Redwood Outdoors and Cagle Cartoons, demonstrating my ability to handle any challenge thrown at me.
$20 USD in 40 days
7.8
7.8

Yes, I personally use and am quite familiar with Tiller Money, making it one of the main reasons why I am confident about managing your financials and organizing your expenses in Google Sheets. Being ACCA qualified with over 7 years of corporate accounting and management experience, and having completed a Masters degree in Accounting, I'm well-versed in handling intricate financial tasks with accuracy, diligence and speed. Additionally, I've spent over a decade providing excellent financial services to clients worldwide using various accounting software (including Tiller) so you can rest assured about my familiarity with such tools. Not only do I bring extensive bookkeeping experience to the table, but also a strong understanding of basic US tax systems despite not being a CPA. Consequently, I can help you with tasks that involve segregating expenses between business and personal by using categories provided by your CPA. When faced with uncertain transactions, my approach involves using my sound judgment and consulting you when necessary. What's more? You get all of this expertise at a value-packed hourly rate. As someone who takes pride in their work efficiency and prioritizes client satisfaction above all else — just as noted by Marisa C. — my aim for this project goes beyond simply completing the 2024 tax expense organization or cleaning up the.
$15 USD in 40 days
7.8
7.8

Hi, I can help organize your 2024 transactions in Google Sheets, review and correct categories against your CPA’s tax categories, separate business and personal items, and clearly flag uncertain transactions for your review. I can also clean the Tiller workbook and build a practical P&L and monthly budget after the initial paid test. I’m comfortable working carefully with US small-business bookkeeping requirements. A few questions: * Can you provide the CPA’s preferred expense categories before the test? * Are all 2024 transactions already imported into the Tiller workbook? * Would you like the final P&L organized on a monthly and annual basis? Best regards, Muhammad Usman
$20 USD in 40 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 and am confident in my ability to assist with organizing your small business finances using Tiller Money and Google Sheets. For the paid 2-hour test, I will review and categorize 2024 transactions, organize expenses as per your CPA's categories, separate business and personal transactions, and provide a summary by tax category. If successful, I will proceed with additional tasks such as tax expense organization, spreadsheet cleanup, and setting up financial statements. I am looking forward to discussing the project further. Please start the chat so we can delve into the details. Best regards, Mohmed
$15 USD in 40 days
5.8
5.8

As a certified bookkeeper with a keen eye for detail and an in-depth knowledge of Google Sheets, I am your go-to freelance bookkeeper for this project. Although I haven't personally worked with Tiller Money before, my extensive background in accounting, data analytics and financial analysis more than prepares me to quickly adapt and excel with novel tools. Over the past [Number of years], I have successfully managed the books for various clients, handling everything from transaction categorization to tax preparation and budgeting - skills that align incredibly well with what you're looking for. One particular strength is in separating business, personal and uncertain transactions which I have done conscientiously to effect excellent organization. With my automation expertise, I can improve the entire process of organizing your financial tasks from categorization to flagging items that require your attention. By employing the power of AI and spreadsheet automation, we can boost efficiency and reduce manual errors exponentially along these tasks, ensuring peace of mind for you as my client. My competitive hourly rate is a testament to my commitment towards helping small businesses like yours thrive and grow. Can't wait to join forces in achieving financial clarity!
$15 USD in 40 days
5.7
5.7

AVAILABLE TO START IMMEDIATELY..,,. I will efficiently organize your 2024 finances using Tiller Money and Google Sheets, focusing on categorizing expenses and flagging items for tax preparation. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
$15 USD in 1 day
4.8
4.8

Hi, Your project involves reviewing and organizing 2024 transactions in Tiller Money and Google Sheets, correctly separating business, personal, and uncertain items, applying your CPA’s tax categories, and preparing a clean summary for tax preparation. With CPA certification and 5+ years of bookkeeping experience, including U.S. bookkeeping, tax-category organization, reconciliations, and Excel/Google Sheets workflows, the transactions can be reviewed systematically; anything unclear will be flagged for your confirmation rather than incorrectly categorized, while the Tiller file can be cleaned and structured for ongoing use. The paid 2-hour test is fully acceptable, and availability for video calls and immediate collaboration makes it easy to review the sample together and establish the right workflow from the start. Thanks & regards Humayun khan
$15 USD in 40 days
4.8
4.8

As a seasoned financial professional with over 10 years of experience, I am the ideal candidate to assist you in organizing your business's finances. I've successfully managed books using QuickBooks Online and provided vital financial reports for businesses to make informed decisions, aligning perfectly with the current task. Although I haven't personally used Tiller Money, my extensive proficiency using digital bookkeeping platforms, such as QBO, demonstrates my ability to quickly adapt to new systems. Having worked across various tax regimes, including UAE, UK, KSA and Qatar, I have a strong understanding of basic US Tax systems that will be beneficial in sorting out your taxes. Deciding whether a transaction is a business expense or not can sometimes be a gray area; however, my extensive skills in financial analysis and attention to detail enable me to handle such ambiguities. My hourly rate is [insert hourly rate here] which includes not only completing the tasks but also providing unlimited support after completion for queries or additions at no extra cost. You only pay when 100% satisfied with my work. And an added bonus is that NDA signing is available to ensure confidentiality and protect your data and business assets. Let's schedule a video conference call so we can further discuss your needs and how I can add value to your small business through streamlined bookkeeping techniques.
$20 USD in 40 days
4.7
4.7

Greetings! 1. Yes, I have personally used Tiller Money. 2. Yes, I am familiar with basic US tax systems including S corp structures. 3. I have several years of bookkeeping experience. 4. If unsure about a transaction, I would flag it for your review, note the uncertainty, and suggest possible categories based on context. 5. Yes, I am willing to complete the paid 2 hour test. 6. Yes, I am available for video conference calls. Thanks, Revival
$15 USD in 40 days
2.4
2.4

1. Yes/No 2. Yes 3. 0 years 4. I would flag it as uncertain, leave it uncategorized, and ask for your review. 5. Yes 6. Yes
$15 USD in 26 days
0.0
0.0

1. Have you personally used Tiller Money? No, but I have experience organizing financial data in Google Sheets and can quickly adapt to Tiller workflows. 2. Are you familiar with basic US Tax Systems (S-corp)? I have basic understanding of business expense categorization and financial reporting. I can follow CPA-provided categories accurately. 3. How many years of bookkeeping experience do you have? I have experience working with spreadsheets, data organization, reporting, and financial data management. 4. How would you handle a transaction if you are not sure whether it is a business expense? I would flag it for review instead of making assumptions, while keeping clear notes for reconciliation. Hourly rate: $15/hour 5. Are you willing to complete the paid 2-hour test? Yes. 6. Are you available for video conference calls? Yes, I am available.
$15 USD in 20 days
0.0
0.0

New York, United States
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