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I run a two-member LLC that provides commercial cleaning, and I want 2025 to close with spotless books and a stress-free tax filing. All transactions for the year are already entered in QuickBooks and preliminarily categorized, yet the file still needs a professional polish before we submit the return. We had a professional at one time and somehow our Bank balances are way off. We need help getting these corrected. Your work will start with a full sweep of the data: reconcile every bank, credit-card, and loan account through 12/31/25, correct any lingering duplicates or mis-classifications, and tighten up the chart of accounts. We have an outside personal account that we transfer money to for personal expenses, and we use one of the business accounts to pay our personal bills. Once balances match the statements to the cent, generate audit-ready financials—profit & loss, balance sheet, and cash-flow—along with any schedules required for a partnership return. If you spot missing statements or receipts, simply flag them and I’ll upload what’s needed. With clean numbers in hand, prepare and e-file the 2025 federal Form 1065, partner K-1s, and the applicable state return. I expect the books and the tax package to tie out perfectly and for both partners to walk away with accurate K-1s accepted by the IRS and state. We file the whole business under 1 partner right now, if you could guide us on how to pay ourselves, that would be great. If QuickBooks and partnership taxes are your daily terrain, let me know your timeline and the items you’ll need on day one so we can get this wrapped up smoothly.
Mã dự án: 40309763
27 đề xuất
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Hoạt động 22 ngày trước
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As a seasoned and detail-oriented financial specialist, I am equipped with not only the skills necessary but also the depth of experience required for a project like yours. With proficiency in a range of platforms including QuickBooks, MYOB, and NetSuite, I hold over seven years of experience fine-tuning bookkeeping for small businesses across the US. Solving complex issues like incorrect bank balances and inconsistency in financial data is second nature to me. I understand that closing out the year painlessly and efficiently means everything. That's why I plan to reconcile all your bank, credit-card, and loan accounts, root out any misclassifications or duplicates, and tidy up your chart of accounts so that it's aptly streamlined. Once completed, this will produce immaculate profit & loss statements, balance sheets, cash flows, as well as schedules needed for tax filing. Furthermore, in addition to primarily focusing on your 2025 federal Form 1065 and partner K-1s with matching state returns, I would be more than willing to counsel you on how to pay yourselves more effectively. As an added advantage, my financial analysis skills can bring insightful recommendations to guide your decision-making processes in order to optimize profitability for 2026. Let's make this an incredible close to 2025 together!
$300 USD trong 7 ngày
0,0
0,0
27 freelancer chào giá trung bình $390 USD cho công việc này

As an experienced data analyst with a profound understanding of Intuit QuickBooks, I am confident in my ability to give your books the meticulous polish they require. My extensive background in accounting and bookkeeping has enabled me to not only work smoothly through large amounts of financial data but also to spot and rectify discrepancies, ensuring your bank balances will be perfectly aligned. Apart from reconciling your accounts and removing any duplications or misclassifications in QuickBooks, I’m also adept at streamlining charts of accounts—an essential aspect that guarantees easy tracking and efficient reporting. Furthermore, as someone who's conversant with partnership taxes and multiple-entity bookkeeping procedures,I can provide expert guidance on how-to appropriately allocate profits and liabilities within your business entity. Beyond just preparing the 2025 Federal Form 1065 and Partner K-1s accurately, I'll ensure everything is e-filed effectively, leaving you with precise K-1s that are accepted by the IRS and state tax offices without any hitches. In conclusion, my expertise in QuickBooks coupled with my proficiency in accounting gives me a unique edge in ensuring your peace of mind, a smooth process, and accurate financial reports for your commercial cleaning LLC.
$250 USD trong 1 ngày
7,4
7,4

Hi, I would be glad to take full ownership of your petty cash process and ensure it runs smoothly from receipt submission through to month-end reporting. I am a CPA with strong hands-on experience in expense tracking, reconciliations, and maintaining accurate financial records across systems such as Excel, QuickBooks, and ERP environments. I can manage daily reimbursements with speed and accuracy, ensuring each transaction is properly recorded, supported by scanned receipts, and reflected in a live expense register. I am comfortable working across Excel for tracking, QuickBooks for coding, and SAP for final posting, maintaining consistency and accuracy at every stage. My approach is structured and detail-focused, ensuring that every entry is traceable and compliant with your internal process. At month-end, I will prepare a clean, fully reconciled petty cash report with no unexplained variances, ready for immediate filing. I also ensure clear documentation so audits or reviews can be handled without delays. Meeting deadlines is a priority, and I will deliver the final report by the second business day of each month along with the supporting files. I am proactive, organized, and comfortable asking the right questions to ensure everything is handled correctly from the start. I am available to begin immediately and would be happy to align with your workflow. Best regards, Mussadiq Hussain
$500 USD trong 7 ngày
6,8
6,8

Hi, I am an experienced Associate Member of 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
$250 USD trong 1 ngày
6,2
6,2

Hello, I am Mohmed, with over 8 years of experience in Accounting, Intuit QuickBooks, and Bookkeeping. I have carefully reviewed your project requirements for QuickBooks cleanup and 2025 tax preparation. To start, I will meticulously reconcile all bank, credit-card, and loan accounts, correct any discrepancies, and optimize the chart of accounts. I will ensure that all financial statements are audit-ready, including profit & loss, balance sheet, and cash-flow statements. Additionally, I will prepare and e-file the 2025 federal Form 1065, partner K-1s, and state returns. I am well-versed in handling QuickBooks and partnership taxes and am ready to discuss further details with you. Please start the chat so we can delve into the specifics of your project. Best regards, Mohmed
$334 USD trong 7 ngày
5,8
5,8

Hi, With seven years of experience in managing financial systems like QuickBooks, I am well-equipped to provide the professional polish your LLC needs to ensure spotless bookkeeping and a smooth tax filing for 2025. I will meticulously reconcile all bank, credit card, and loan accounts through December 31, 2025, while addressing any discrepancies or misclassifications. My strong attention to detail guarantees that the financial data will be audit-ready, with clean profit and loss statements, balance sheets, and cash flow statements generated according to your needs. I will maintain clear communication throughout the process, following proper procedures, ensuring that every element aligns with your expectations and meets the agreed deadline. Furthermore, I will prepare and e-file the 2025 federal Form 1065 and K-1s, ensuring that both partners receive accurate documentation accepted by the IRS and state authorities. Should there be any missing statements or receipts, I will promptly flag them for your review. As we work together, I will guide you on the best ways to pay yourselves under your current partnership structure. I look forward to discussing the timeline and specific items needed to ensure a smooth collaboration.
$500 USD trong 7 ngày
5,1
5,1

Hello, With over 7 years of experience in Accounting, Financial Analysis, Intuit QuickBooks, Bookkeeping, and MYOB, I have the expertise to assist with your QuickBooks Cleanup & 2025 Taxes project. I have carefully reviewed the project requirements and am confident in my ability to deliver the desired results. To begin, I will conduct a comprehensive review of your financial data, reconciling all bank, credit-card, and loan accounts up to 12/31/25. I will address any discrepancies, correct misclassifications, and optimize your chart of accounts. Additionally, I will ensure that all transactions are accurately recorded and categorized in QuickBooks. Once the data is clean and accurate, I will prepare audit-ready financial statements, including profit & loss, balance sheet, and cash-flow reports. I will also assist in preparing and e-filing the 2025 federal Form 1065, partner K-1s, and state returns. Furthermore, I will provide guidance on personal expense management and partner compensation. I invite you to connect in chat for further discussion on how we can proceed with the project. You can visit my profile at https://www.freelancer.com/u/HiraMahmood4072 Thank you.
$275 USD trong 2 ngày
4,9
4,9

As someone who has been navigating the world of bookkeeping and tax preparation for over 5 years, I believe I'm a perfect fit for your QuickBooks cleanup and taxes project. Cleaning up books and ensuring accurate financials is my bread and butter. I'm competent with bank reconciliations, categorizations, and cleaning up the chart of accounts- all key areas you require help with. With your transfer of business income to personal expenses accounted for, we will reorganize your finances flawlessly. My proficiency in generating audit-ready financial statements comprising profit & loss statements, balance sheets, cash-flows, as well as the schedules required for partnership return will guarantee that you have all necessary documents effortlessly prepared in a timely manner. It's worth mentioning that I have experience not only completing partnership returns but also guiding business owners on how to pay themselves properly- an area you explicitly mentioned needing assistance with. Therefore, if you choose me for this project, not only will you get tidy books and accurate tax filings but also valuable insights on how to optimize your finances going forward. Let's make your 2025 taxes filing process seamlessly stress-free together!
$400 USD trong 7 ngày
4,1
4,1

Pitch: With your QuickBooks file needing a professional polish, who better than someone with 5+ years of experience in accounting, including expertise in QuickBooks Online? I'm Muhammad Waqar, an efficiency enthusiast and detail-oriented professional seeking to simplify your financial journey. My mastery of QuickBooks will enable me to quickly and accurately reconcile all your bank, credit-card, and loan accounts, ensuring the balances perfectly match the statements. As a small business owner myself, I understand the importance of thorough bookkeeping and tax preparation. That's why I offer a full suite of accounting services ranging from data entry and categorization to expense tracking and tax preparation support - all of which make up the core needs of your project. I value the uniqueness of every business, and I'm committed to tailoring my services to meet your specific needs. Through audit-ready financials generation and preparation of the required federal Form 1065 plus partner K-1s for your partnership return, I'll ensure that your tax package is accurate and ties out exactly right. Choosing me guarantees not only an expert but also a collaborative partner who will maintain the utmost discretion and confidentiality regarding your financial information. Let's get this project wrapped up seamlessly so you can embark on 2026 with spotless books and zero tax stress! Looking forward to our successful collaboration. Muhammad Waqar
$400 USD trong 7 ngày
3,0
3,0

With a decade of experience as a Chartered Accountant, I have cultivated a deep understanding of financial reporting and a mastery of auditing that will be invaluable for streamlining your QuickBooks data and tax filings. As a stickler for accuracy, I will conduct a comprehensive audit of your transactional data, focusing on meticulous reconciliation for every bank, credit-card, and loan account. Your unique situation with personal expenses being paid out of business accounts is an area that I'm familiar with and can address adeptly. I can provide guidance on separating business and personal finances as well as establishing clear parameters for payments to partners while ensuring robust compliance with the IRS regulations. When it comes to your taxes, proficiency is paramount. Alongside my expertise in accounting and bookkeeping, I have extensive experience in tax preparation using software like QuickBooks which would make the partnership return smooth sailing. My ultimate goal is to provide you both with meticulous K-1s ready for IRS acceptance, giving you the peace of mind necessary to focus on running your LLC smoothly
$390 USD trong 7 ngày
2,7
2,7

Hi, This is exactly the kind of cleanup + filing engagement we handle regularly, and we’d be glad to help you close 2025 with fully accurate books and a smooth tax filing. How we’ll approach your project: 1. Cleanup & Reconciliation - Reconcile all bank, credit card, and loan accounts through 12/31/25 - Identify and fix duplicates, misclassifications, and balance issues - Correct owner-related transactions (personal expenses, transfers, draws) - Streamline and optimize your chart of accounts 2. Financial Finalization - Prepare audit-ready P&L, Balance Sheet, and Cash Flow - Ensure all balances tie exactly to statements - Create supporting schedules required for partnership filing 3. Tax Filing (Form 1065) - Prepare and e-file Form 1065 + K-1s - Handle applicable state return - Ensure books and tax return tie out perfectly 4. Advisory - Guide you on partner payments (draws vs guaranteed payments) - Clean structure so personal/business transactions are handled correctly going forward What we’ll need to start: - QuickBooks access - Bank/credit card/loan statements - Prior year return (if available) - Partner details We can begin immediately and typically complete cleanup + filing within 7–10 business days, depending on fixes required. Looking forward to helping you get everything clean, compliant, and stress-free. Best regards, FinxisAI Team
$250 USD trong 7 ngày
2,9
2,9

As a seasoned QuickBooks and financial management expert with over five years of experience, I am uniquely qualified to clean up your QuickBooks file and ensure a seamless tax filing for your two-member LLC. Reconciling bank accounts, correcting misclassifications, and tightening the chart of accounts are all tasks that I perform on a regular basis in my consultancy work. I'll also carefully review the records for any missing statements or receipts, guaranteeing that we've got all the necessary documentation to hand over to the IRS or state tax authority. Furthermore, I am well-versed in handling partnership returns using Form 1065 and K-1s. I understand the intricacies of allocating income and expenses accurately among the partners, even when personal finances intertwine with business transactions. I'm glad you reached out regarding this aspect in particular because it's vital to ensure proper categorization and compliance. Finally, as we wrap up your taxes, I can provide valuable guidance on how to optimize paying yourselves while ensuring tax efficiency for the business. In sum, my comprehensive skills in QuickBooks, Xero, data reconciliation, payroll processing, and my experience with partnership taxation make me an ideal fit for this project. Let's work together to transform your books into an audit-ready masterpiece and relieve you from any potential tax-related headache!
$350 USD trong 7 ngày
2,2
2,2

Hi, I am a Chartered Accountant with over two decades of experience in accounting, audits and taxes, especially for small businesses. Since all your 2025 transactions are already in QuickBooks, I can step in to perform reconciliations, clear duplicates, correct mis‑classifications, and tighten the chart of accounts so the balances match your statements. I’ll also separate business and personal flows cleanly so your partnership numbers reflect the true activity of the LLC. Once the books are accurate, I will generate a complete financial package—P&L, balance sheet, cash‑flow, and supporting schedules—ready for your Form 1065 filing. I can also guide you on how partner draws should be handled so both members have clarity going forward. After the books are final, I will prepare the federal Form 1065, partner K‑1s, and the applicable state return, ensuring the tax package ties out perfectly to the cleaned‑up books. To get started smoothly, I’ll need access to your QuickBooks file, the 2025 bank, credit‑card, and loan statements and your prior year filings including K-1s. Once I review those, I will be in a position to ask for any further documents which will strengthen the exercise. I can begin the clean-up as soon as everything is available and will outline a clear timeline once I review the volumes. Best regards, CA. Sreedeep Chennamangalam
$450 USD trong 7 ngày
1,4
1,4

Hello there! I'm Shabih Hashmi, a skilled bookkeeper with a strong command of QuickBooks Online and extensive experience in tax preparation. I understand how crucial it is for your cleaning LLC to have clean books and a smooth tax filing process. My services can bring tidiness and clarity to your financial records, guaranteeing accuracy while also saving you time and stress. Bank reconciliation is one of my strong suits, and this is exactly what you need. I'll diligently compare your accounts with bank statements, meticulously correcting any discrepancies that we might come across, including the missing ones. With an eye for detail like mine, I won't let anything slip through the cracks. Additionally, my proficiency extends beyond just QuickBooks. Having worked with various accounting software solutions like Xero and NetSuite, rest assured that no matter what curveballs your data may throw at us, I have the expertise to clean it up perfectly. Partnering with me means having a collaborator who values your specific needs—the way you handle personal expenses from business accounts, for instance, and tailors my approaches accordingly. So let's get started soon and ensure 2025 winds up without any financial clutter!
$250 USD trong 7 ngày
0,0
0,0

Having come across numerous scenarios in my 5+ years of bookkeeping, I'm confident in my ability to efficiently and effectively handle the specific task of tightening up your QuickBooks platform. My end-to-end process involves sweeping through every transaction, reconciling accounts, correcting duplicates, and managing personal and business expenses flawlessly. With a detailed reconciliation process at hand, I ensure that bank balances match the statements down to the cent. In terms of tax filing, you can rely on my expertise with complex documents such as Form 1065 and partner K-1s. Being well-versed in major accounting software including QuickBooks Online and Microsoft Excel, I am adept at generating audit-ready financials like profit & loss, balance sheet, cash-flow statements, essential for partnership returns. Additionally, I'll guide representation how to pay yourself a salary versus drawing profits appropriately. Whether it is tracking the movement of every penny or ensuring a stress-free tax filing experience for both partners, I'm committed to providing you with a top-notch service. With over client satisfaction – let's simplify your financial journey together! Join me today!
$380 USD trong 7 ngày
0,0
0,0

Are you ultimately seeking a professional for your commercial LLC that can deliver clean, reliable and compliant financial results? I am Muhammad, an adept Finance Manager with experience as a CFO, specialized in streamlining financial processes, ensuring regulatory compliance, and establishing efficient internal controls. Amongst other achievements, my previous work involved reconciliation, categorization, and balance cleanup similar to your requirements. I have also prepared extensive financials, including profit & loss statements and cash-flow analysis that I believe will aid in identifying missing items effectively. My skills extend beyond just rectifying the existing; I have the foresight to minimize future complications by guiding and implementing best practices. While my immediate focus would be successfully preparing and e-filing your 2025 federal Form 1065 and partner K-1s in tandem with your state returns without any discrepancies, I'm eager to initiate more strategic discussions as well. Drawing from my advisory experiences, I can guide you on how to efficiently pay yourselves while maintaining compliance with the IRS's expectations. Overall, partnering with me will mean gaining not only spotless books but also obtaining guidance from a dedicated financial expert who prioritizes accuracy and close customer collaboration. Let's bring 2025 to a close amidst absolute confidence in your business's finances!
$300 USD trong 7 ngày
0,0
0,0

Hello, I hope you are doing great ? My name is **Sahil**, and I’m a passionate content writer focused on creating engaging, student-friendly content that feels natural, interactive, and easy to understand. Even though this is my new profile, I bring strong writing skills and a clear ability to turn simple topics into interesting learning experiences. I have carefully read your project description and fully understand your requirements. I can create fresh, conversational content with clear headings, short paragraphs, and interactive elements like reflection questions, mini-quizzes, and real-life examples to keep students actively engaged from start to finish. I will deliver a polished draft in Word or Google Docs, ensuring clarity, flow, and readability. I’m also happy to provide revisions based on your feedback to fine-tune the content and make it even more engaging. Please feel free to message me so we can discuss the topic and begin right away. I would be glad to assist you. Thank you! **Sahil**
$250 USD trong 4 ngày
0,0
0,0

Hello Thank you for the detailed overview. I understand the situation and can help you get your books fully cleaned up and tax-ready for 2025. I’ll start with a complete review of your QuickBooks file—reconciling all bank, credit card, and loan accounts through 12/31/25, fixing balance discrepancies, removing duplicates, and correcting any misclassifications. I’ll also properly handle personal vs. business transactions and streamline your chart of accounts. Once everything ties out, I’ll prepare accurate, audit-ready financials (P&L, Balance Sheet, and Cash Flow) along with all required schedules. After that, I can prepare and e-file your Form 1065, generate partner K-1s, and handle the applicable state filing, ensuring everything matches perfectly. I can also guide you on the correct way to pay yourselves as partners and structure distributions properly going forward. I’m ready to get started right away—just share access to QuickBooks, bank/credit card statements, prior tax return (if available), and any missing documents. Looking forward to helping you close the year cleanly and stress-free. Best Regards, Samriti G.
$500 USD trong 7 ngày
0,0
0,0

With over two decades of experience at the helm of complex, multi-jurisdictional financial processes, there are few projects as thrilling for me as one that combines the intricacies of QuickBooks cleanup and partnership tax filings. My strategic, data-driven approach is highly attuned to your needs: from reconciling your bank, credit-card, and loan accounts through providing audit-ready financials and schedules. I'm a stickler for details and have the resilience to transform chaos into structured, controllable systems ensuring all numbers are accounted for. Moreover, my proficiency doesn’t just extend to managing finances and taxes; it includes assessing and enhancing operational efficiency—something that you'll benefit from after this project is finished. And if you're seeking guidance on how best to pay yourselves in the future, I have adequate knowledge in that domain too. In addition to my core skills and competencies, I bring an invaluable perspective honed through navigating high-risk environments where compliance and geopolitics collide—a skillset that will be relevant to your specific needs. Given the importance of a spotlessly closed year for your LLC, I understand the stakes at hand. That's why my approach merges stability with scalability, addressing the challenge at hand.
$400 USD trong 7 ngày
0,0
0,0

Dear Sir/ Madam, I understand you need your QuickBooks data cleaned, reconciled, and aligned perfectly for a smooth 2025 partnership tax filing. I can perform a full cleanup—reconciling all bank, credit card, and loan accounts through 12/31/25, correcting duplicates and misclassifications, and organising your chart of accounts. I’ll also address personal vs business transactions to ensure proper treatment and accurate balances. Once reconciled, I’ll prepare audit-ready financials (P&L, Balance Sheet, Cash Flow) along with supporting schedules required for Form 1065. I can then prepare and e-file your 2025 partnership return, including accurate K-1s, ensuring everything ties out and is compliant with IRS and state requirements. I’ll also guide you on proper partner compensation and distributions going forward. If anything is missing, I’ll flag it clearly for quick resolution. Could you share access to QuickBooks and latest bank statements to begin? I can outline a clear timeline once I review the file. Best regards, Pinky Thakkar
$500 USD trong 15 ngày
0,0
0,0

Danville, United States
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