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I own a retail business that operates on QuickBooks, but my books stopped getting the attention they deserve after 2020. I now need every financial record from January 1 2021 through December 31 2024 brought fully up to date and turned into accurate tax returns. Here is the full scope I expect you to take on: • Catch-up bookkeeping inside my existing QuickBooks file, entering every outstanding transaction, coding expenses properly, and attaching supporting documents where available • Monthly bank and credit-card reconciliations for the entire period so balances tie back to statements • Expense management—flagging duplicates, suggesting re-classifications, and identifying any missing deductible items • Year-end adjusting entries that leave each fiscal year ready for tax preparation • Preparation and delivery of complete federal and state business tax returns for 2021, 2022, 2023, and 2024—including all necessary schedules A deliverable is considered accepted when the QuickBooks file shows zero unreconciled items, reports agree to bank statements, and the final returns are electronically filed (or ready to file) with supporting workpapers. I will provide bank feeds, statements, receipts, prior returns, and any log-in credentials you need. Please confirm your experience with retail businesses on QuickBooks and outline a realistic timeline to clear the four-year backlog in one smooth engagement.
Project ID: 40686696
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10 freelancers are bidding on average $1,093 USD for this job

With over a decade of experience in providing accounting and financial services, my team at Muhammad Asad & Co. understands the significance of meticulous bookkeeping and tax management for retail businesses like yours. Our proficiency in QuickBooks ensures your challenge of catching up four years of transactions will be addressed with utmost accuracy and precision. Our comprehensive approach extends from entering outstanding transactions, accurately coding expenses to identifying any potential tax deductions you've missed. We are confident in delivering your desired outcomes since we have gone through such scenarios before. Our adept skills in reconciliations guarantee that the balances depicted match your bank statements, leaving no stones unturned when it comes to eliminating unreconciled items. Moreover, our expertise goes beyond just bookkeeping and includes financial analysis and budgeting. This wider perspective would help us identify potential areas for cost-saving as well as revenue generation for your retail business. With us by your side, you not only get an effective solution to your current bookkeeping mess but also a strategic partner who can guide you on how to make your numbers work more efficiently moving forward. Choose us to free yourself from this tedious task, so you can focus on what truly matters: running your business successfully!
$1,500 USD in 7 days
9.1
9.1

Excel - effectively managing quantitative data is at the core of good bookkeeping. Moreover, your business being QuickBooks-based, my robust command on computations, balance sheet reconciliations, and preparing tax returns in accordance with both federal and state regulations should make me the right fit for this project. Throughout my career, I have led teams through complex and meticulous projects with a focus on precision and timeliness - two integral qualities that come into palpable play in bookkeeping. This experience translates into an assurance that your overdue financial records will not only be brought up to date sharp-ish but also painstakingly accurate. I comprehend the significance of zero unreconciled items in QuickBooks, reports aligning with bank statements, and immaculately structured final tax returns - these will be given great attention as milestones in our pursuit of completion. Lastly but not insignificantly, let me assure you that by opting for me and my team, you will choose apt management of your records within reasonable timelines. The magnitude of your work might daunt but we are equipped with both the expertise and dedication to provide neat results without compromising quality. Above all, client satisfaction is always our highest priority. Should you honor us with this opportunity, I guarantee you a smooth engagement resulting in transformed books ready to stand up to any scrutiny. Now let's bring those numbers back in order!
$750 USD in 1 day
5.6
5.6

Greetings! I can bring your QuickBooks records fully up to date from January 2021 through December 2024, including transaction entry, bank and credit card reconciliations, expense management, and year end adjusting entries. I would then prepare and deliver complete federal and state business tax returns for each year. I would ensure zero unreconciled items, accurate financial reports, and returns ready for electronic filing with supporting workpapers. I have experience with retail businesses on QuickBooks and can provide a realistic timeline to clear the four year backlog. Let me know your preferred start date and I can get started. Thanks, Revival
$750 USD in 14 days
2.1
2.1

Thank you for the opportunity to take on this complete catch-up and tax-filing engagement. I’m ready to bring the 2021-2024 books fully current in QuickBooks, reconcile the full bank and credit-card history, clean up coding and duplicate items, and prepare the supporting year-end adjustments needed for accurate tax reporting. Your scope is clear and well-structured: transaction catch-up, monthly reconciliations, expense review, and complete federal and state business returns for 2021, 2022, 2023, and 2024. I can work methodically through the backlog year by year so the file is left clean, review-ready, and aligned to statements and supporting documents. I’ll prioritize accuracy, consistency, and a smooth handoff so the final books and returns are organized for filing or immediate submission. If credentials, statements, receipts, and prior returns are provided promptly, I can move efficiently through the entire engagement with a disciplined, transparent workflow. This is exactly the kind of long-form cleanup and tax-prep project that benefits from a structured approach and close attention to detail. I’d be glad to help restore confidence in the books and bring the full four-year record into order. Best regards.
$1,300 USD in 20 days
1.5
1.5

Hello [Client's Name], I am Marian, an experienced freelance accountant with extensive expertise in managing QuickBooks for retail businesses. My background aligns perfectly with your need for a detailed and comprehensive catch-up on your financial records from 2021 through 2024. ✔ Mastery in Accounting and Bookkeeping ✔ Proficient in Excel for financial analysis ✔ Expertise in Intuit QuickBooks operations ✔ Skilled in Tax Compliance and Preparation ✔ Adept at Bank Reconciliation processes Previously, I successfully updated and organized four years of financial records for a retail client, ensuring accuracy and timely tax filings. I will handle all aspects of your project, from entering transactions and reconciling accounts to preparing complete tax returns, ensuring zero unreconciled items and full compliance. Send me a message to discuss in detail. Thank you.
$750 USD in 14 days
0.0
0.0

Trinidad, United States
Member since Sep 2, 2026
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