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My immediate need is to bring our QuickBooks file fully up to date. I already have the raw data; what’s missing is clean reconciliation and clear, accurate financial reports that I can trust for upcoming lender meetings. Once the books are tight, I want to hand off a few related operational tasks that keep our small residential-construction team moving: • Reconcile every bank, credit-card, and vendor account through the most recent statement • Produce profit & loss, balance sheet, and job-cost reports in a format I can forward straight to my CPA While you are inside the numbers, I’d also like your help tidying our SharePoint drive. Project folders, blueprint sets, and invoices live there now but the structure has grown messy; a logical, easy-to-navigate hierarchy will save the team hours every week. Next comes Buildertrend. If you haven’t used the platform before, that’s fine—just be comfortable learning new software quickly. I need the cost inbox monitored, coded, and pushed into the correct cost codes so my budgets stay current. Finally, when new plan sets arrive, I’ll pass you PDFs for a basic material take-off (lumber counts, square footage of drywall, etc.). Accuracy here keeps our bids sharp, so construction or estimating experience is a bonus. Acceptance criteria 1. All accounts reconciled and variance-free through the latest month 2. P&L, balance sheet, and job-costing reports delivered in PDF and Excel 3. SharePoint root cleaned and reorganized with an agreed folder map 4. Buildertrend cost inbox at zero with items properly coded 5. Material take-off worksheets matched to blueprint revisions provided 6. Create designs in chief architect for remodel jobs (kitchen and bathrooms), home additions, and new construction. If you’re a detail-oriented number-cruncher who can also roll up sleeves on light construction admin, let’s keep my books—and projects—running smoothly.
Projekt-ID: 40055945
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65 Freelancer bieten im Durchschnitt $22 USD/Stunde für diesen Auftrag

As an experienced Full Stack Developer, my skills go beyond just web scraping and automation to include accounting, project management, SharePoint, and proficiency with Excel and PDFs - all elements necessary for your QuickBooks cleanup and construction support project. I've developed a high level of expertise in data organization and analysis which is crucial for reconciling your bank, credit-card, and vendor accounts to produce reliable financial reports. Moreover, having worked for top companies such as Metlife GOSC and DXC Technologies lends me a certain degree of professionalism and accountability that I believe is parallel to the high standards you seek. With an excellent Google Spreadsheet command too, organizing your SharePoint drive with a logical hierarchy not only saves time but ensures documents can be located quickly when required. In addition to this software proficiency, I have an educational background in Business Writing and so will provide clear procedural documentation should that be required. In summary, my adaptability to new software while applying my deep experience in the varied areas of your project
$20 USD in 40 Tagen
8,5
8,5

Do you have Desktop QB or Cloud based. I am using QB Desktop as well . I can produce for you the IIF file and backup file for uploading. For cloud based, your bank account is connected or we need to upload the excel file. I am very well versed in QB. Available for very long term basis. Required permanent contract as well Thanks
$20 USD in 40 Tagen
8,2
8,2

Hello, with over 7 years of corporate accounting and management experience under my belt, I’m well-versed in every corner of the financial realm. My proficiency with popular accounting software such as QuickBooks and my strong attention to detail make me an ideal candidate for streamlining your financial processes and delivering accurate reports ahead of your lender meetings. I’ve been handling intricate jobs like bank, credit-card, and vendor account reconciliation for over a decade, with a primary focus on quality. Having worked internationally for many years, I understand the importance of maintaining a well-organized and properly structured system. Your need for accessible and easy-to-navigate folders in SharePoint is crucial to saving valuable time for your team. With extensive experience managing files across a variety of platforms, I’m confident that I can not only tidy up your SharePoint drive but also establish an organized hierarchy that meets your requirements. Moreover, my adaptability is evident in my ability to learn new software quickly. The Buildertrend platform may be unfamiliar to me currently, but I’ve been highly successful in quickly picking up similar programs and optimizing their functionalities. I believe detail-oriented number-crunchers like myself never shy away from challenges; instead, we sincerely appreciate an opportunity to broaden our horizons while delivering excellent results. Thanks
$15 USD in 40 Tagen
7,8
7,8

With over 10 years of experience in Accounting and Finance, I consider myself to be an Excel wizard, who wields Intuit QuickBooks like a magic wand. Your project is tailored perfectly for my expertise and I assure you will not be disappointed with my meticulous attention to detail and efficiency. Having worked with several construction companies and small businesses, your project description speaks to my core skills. I am eager to bring your QuickBooks file up to date, allowing me to produce clear, accurate financial reports for your upcoming lender meetings. As someone who understands the value of productive organization, I am excited about tidying up your SharePoint drive as well. I ensure that its hierarchy will be logical, easy-to-navigate and will save time for your entire team - almost like an extension of my eagerly-awaiting wizardry. While I haven't worked directly with Buildertrend before, I love learning new software quickly and confidently. So rest assured, the cost inbox monitoring, coding, and upkeep will run smoothly under my management. Plus, using my estimating experience, matching plan sets accurately to material take-off worksheets isn't something that intimidates me!
$20 USD in 40 Tagen
7,9
7,9

Hello, With deep expertise in accounting and proficiency in Intuit QuickBooks, I am fully equipped to bring your financial records up to date, reconcile all accounts, and present thorough and accurate financial reports. My extensive experience in project management helps me execute multiple tasks seamlessly, which includes keeping your Buildertrend cost inbox updated and accurately coded. Moreover, my skills in using data analysis tools such as Excel, SPSS and Minitab will not only ensure accurate job-costing reports but also assist with your material take-off worksheets. At Live Experts, we don't just excel at numbers -- we are versatile professionals who can provide a holistic support for your construction business. If given the opportunity, I will not only clean up your SharePoint drive but also organize it for utmost efficiency. Drawing from my background in engineering and software development, I am adept at creating logical, easy-to-navigate hierarchies that saves significant time for the team. Additionally, my experience in AutoCAD, Solidworks and Chief Architect would be an asset when creating designs for remodel jobs, home additions and new construction as per your acceptance criteria. Lastly, as a freelancer who has been consistently ensuring client satisfaction, I'm confident in my ability to ensure that all project deliverables meet or exceed your expectations. By choosing me for this role, you're enlisting the services Thanks!
$50 USD in 425 Tagen
7,4
7,4

Hi there, I will bring your QuickBooks up to date with reconciled bank, card, and vendor accounts through the latest statement and deliver P&L, balance sheet, and job-cost reports in PDF and Excel that you can forward to your CPA. I’ll tidy SharePoint with a clean, logical folder map to save time, learn Buildertrend and ensure the cost inbox is coded to the right codes so budgets stay current, and prepare material take-off worksheets matched to blueprint revisions. I can also create initial Chief Architect designs for remodels, additions, and new construction as requested. If you’d like, I’ll provide weekly checkpoints and final files in your preferred formats. Can you confirm your preferred reporting formats (PDF, Excel) and turnaround time for each deliverable, and any non-negotiable priorities among QuickBooks clean-up, SharePoint reorganization, Buildertrend coding, and Chief Architect designs?
$25 USD in 28 Tagen
7,2
7,2

Greetings! I am a "TOP RATED" bookkeeping & accounting expert working on Freelancer.com with 100% Job Success rate and Preferred Freelancer tag. I have more than 10 years/15,000 hours of experience in providing bookkeeping & accounting services to clients across different markets. I am a Chartered Accountant (CPA) and a full-time bookkeeper with QuickBooks Online (QBO) Advanced Certified ProAdvisor (platinum level adviser) and above all experienced in working with 200 businesses just like yours. Over the years, it has been my “specialty” to clean up messes in QBO. Most of my client engagements starts with backlog bookkeeping, getting business books in order, and then those clients become ongoing clients. My goal is to help business owners have a cleaner view of their finances so that they can take informed decisions to help their business grow. I believe, the key to accurate and scalable bookkeeping is to develop workflows, systems & processes that pull all the transactions of your business into a centralized accounting system (QBO) and then processing those transactions. I also specialize in utilizing the app ecosystem to automate the bookkeeping process and make it scalable. I have worked for a wide range of duties, including building out workflow systems & processes, accounting, reconciling, bookkeeping, inventory management, accounts receivable process, accounts payable process, payroll etc. Contact me today; I am here to help! Thanks, Vinod
$20 USD in 40 Tagen
7,6
7,6

Hi CooneyHomesFL, Thank you for considering my proposal for your QuickBooks Cleanup & Construction Support project. With over 8 years of real-world experience and freelance work in Excel, I am confident in my ability to assist you with this project effectively. I have carefully read through the project requirements and am eager to discuss further details with you in chat. I believe my expertise in financial reconciliation, report generation, and organizational skills can help streamline your construction team's operations. I would like to connect with you in chat to discuss how I can support your project goals. Regards
$15 USD in 40 Tagen
7,1
7,1

Dear Sir, I hope this message finds you well. With 15+ years of experience in Project Management, I’m confident I can bring value to your project by leveraging advanced tools like ClickUp, JIRA, Asana, and monday.com. These tools have enabled me to streamline workflows, optimise efficiency, and enhance project execution. I have successfully led both web and mobile development projects, overseeing all phases to ensure timely and on-budget delivery. My expertise in automation tools has further allowed me to reduce manual tasks and improve team collaboration, driving consistent project success. Clients have praised my commitment to delivering high-quality results and maintaining transparent communication. In addition to technical skills, I offer training in project management and automation tools, empowering teams to excel in their roles and achieve project goals more efficiently. I am eager to collaborate and confident in my ability to help you achieve your vision. Let’s discuss how we can work together to make your goals a reality. Best regards,
$15 USD in 40 Tagen
6,8
6,8

Hi, I’m a CBA and CPA with four years experience managing books for residential-construction companies, and I can bring your QuickBooks file fully current, accurate, and lender-ready. You already have the raw data; what’s missing is clean reconciliation, variance checks, and clear financial reporting. I will reconcile every bank, credit-card, and vendor account through the most recent month, organize all activity consistently, and resolve discrepancies so your balances tie out perfectly. Once the books are tight, I’ll prepare profit and loss statements, balance sheets, and job-cost reports in both PDF and Excel, formatted so they can be sent directly to lenders or your CPA. Beyond the bookkeeping, I’ll reorganize your SharePoint drive into a simple, logical structure that saves your team time and reduces file clutter. I can also manage the Buildertrend cost inbox, code items to the correct cost codes, and keep budgets updated. When new plan sets arrive, I’m able to produce accurate material take-offs for drywall, lumber, and other essentials. If you want reliable financial clarity paired with efficient construction-admin support, I’m ready to help. Open the chat for further discussion. Thanks & Regards Mussadiq Hussain
$15 USD in 40 Tagen
6,6
6,6

Hello Chartered Accountant (CA) QuickBooks Certified ProAdvisor I’m extremely interested in your project as being CA and qbo pro advisor I’ve extensive experience in managing complex bank reconciliation projects and job-costing for the construction sector. My background ensures that the foundation of your operations—the financial data—will be handled with the highest level of professional accuracy and integrity. My bid addresses all six of your acceptance criteria by focusing on immediate financial cleanup and seamless integration into your existing operational software stack. Please contact me so that we can have further discussion over it . Thanks
$15 USD in 40 Tagen
6,3
6,3

As a seasoned chartered accountant with over 9 years of experience and a proven track record in using Intuit QuickBooks, I understand the unique challenges that come with reconciling and organizing financial data for small businesses. I take immense satisfaction in bringing order to the numbers and will ensure that all your accounts are reconciled flawlessly and free of variances through the most recent statements. Delivering reports that are clear, accurate, and impactful is not just my job but my passion. Your lender meetings demand trustworthy financial reports, which I will produce for you - profit & loss, balance sheet, and job-cost reports - ready to be sent straight to your CPA.
$15 USD in 40 Tagen
6,1
6,1

Hi, I can get your QuickBooks fully reconciled, produce lender-ready financials, clean up your SharePoint structure, manage Buildertrend coding, complete accurate material take-offs, and support Chief Architect designs to keep your construction workflow running smoothly. How many bank/credit-card/vendor accounts need reconciliation, and which Buildertrend cost-code structure should I follow? You can visit my Profile https://www.freelancer.com/u/HiraMahmood4072 Thank you
$20 USD in 40 Tagen
6,2
6,2

Dear CooneyHomesFL, We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Project Management, Accounting, Excel, Sharepoint, PDF, Intuit QuickBooks, Administrative Support, Construction and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$25 USD in 5 Tagen
6,2
6,2

Hi! I am proficient in MS Excel, Google Sheets, Spreadsheet accounting, and its use in business and analysis. I can accurately enter, arrange, analyze, and present your data. Let's Connect
$25 USD in 40 Tagen
5,2
5,2

Hello, I can support you end-to-end by bringing your QuickBooks file fully current, eliminating discrepancies, and producing clean, lender-ready financials. With your raw data already on hand, I will reconcile every bank, credit-card, and vendor account through the latest statement and generate accurate profit & loss, balance sheet, and job-cost reports in both PDF and Excel formats—organized precisely for your CPA and upcoming meetings. While I’m inside your numbers, I will also streamline your SharePoint drive. I’m experienced in creating intuitive folder structures that eliminate clutter, prevent data loss, and save teams hours of searching. I will map, clean, and reorganize your root directory into a clear, functional hierarchy aligned with your workflow. I learn new platforms quickly, so managing the Buildertrend cost inbox, coding items to the correct cost codes, and keeping your budgets current will be handled efficiently and consistently. With experience in construction admin and estimating, I can also complete accurate material take-offs from your plan sets and match each worksheet to the correct blueprint revision. Additionally, I can create Chief Architect designs for remodels, additions, and new construction. I’d be glad to keep your books—and your operations—running smoothly. Best regards, Lilly
$20 USD in 40 Tagen
5,5
5,5

Hello , I've just reviewed your project description regarding the QuickBooks Cleanup & Construction Support and I'm confident in my ability to meet your expectations. With over 7 years of experience as a Senior Graphic Designer, I possess a strong skill set in Administrative Support, Excel, Accounting, Sharepoint, Construction, PDF, Intuit QuickBooks and Project Management I kindly request you to take a moment from your busy schedule to explore our portfolio, where you can see the quality of my work and read feedback from previous clients: [Portfolio Links] https://www.freelancer.com/u/afshan2176 Could you please specify the final file formats you'll require? Feel free to award me the project so that we can discuss it further. Looking forward to connecting with you. Best regards, Afshan Z.
$15 USD in 12 Tagen
4,5
4,5

Hi, As a CBA and CPA wihp five years of experience in construction bookkeeping and project administration, I can quickly get your financial records fully up to date and streamline the operational tasks that follow. My first priority will be reconciling all bank, credit-card, and vendor accounts so your QuickBooks balances are accurate, clean, and ready for upcoming lender discussions. I’ll deliver complete P&L, balance sheet, and job-cost reports in both Excel and PDF, formatted professionally for your CPA. Once the books are in order, I will reorganize your SharePoint drive into a clear folder structure that makes project files, blueprints, and invoices easy for your team to find. I work efficiently in new platforms, so I can take over your Buildertrend cost inbox, assign items to correct cost codes, and maintain up-to-date job budgets. I also support estimating by preparing accurate material take-offs for new plan sets. If you need someone who can keep financials precise while improving daily workflow and project organization, I’m ready to step in and deliver consistent results. Thanks & Regards Humayun khan
$15 USD in 40 Tagen
4,5
4,5

I’m Curtis Folsom, a freelance bookkeeper and business solutions consultant based in Athens, GA. Local businesses are my passion, so I left the comfort and stability of my full-time accounting job to focus on helping other business owners succeed by taking the administrative load off your plate so you can focus on what you really love - serving your customers and growing your business. I have an accounting degree from the University of Georgia and have financial experience in multiple industries. Over the course of my career, I’ve been responsible for a little bit of everything from bookkeeping, bank reconciliations and budgeting to more advanced special projects such as leading software transitions, historical data cleanup and more. What fuels me is solving problems and creating efficient systems to save time and energy. From multi-billion-dollar corporations to local businesses and nonprofits, I've worked with organizations of all sizes, and I would love to bring my breadth of knowledge to your company. As a Certified Advanced QuickBooks ProAdvisor and Certified Xero Advisor, I have a strong background in accounting and can ensure accurate financial records, categorize expenses, run payroll, handle invoicing, bank reconciliations and more. My experience across several industries will be at your fingertips to help you tidy up your records and help you grow.
$50 USD in 40 Tagen
4,5
4,5

Hi Before we begin I would like to clarify three points 1. Do you already use classes or projects in QuickBooks for job costing or should I structure the job codes from scratch 2. For SharePoint cleanup do you have an existing naming convention or should I propose a fresh folder map for all project files and invoices 3. For material take offs do you want quantities only or should I also include basic cost extensions based on your standard price list My approach Step 1 Bring your QuickBooks file fully current by reconciling all bank credit card and vendor accounts and cleaning variances Step 2 Prepare accurate Profit and Loss Balance Sheet and job cost reports in PDF and Excel ready for lender or CPA review Step 3 Reorganize the SharePoint root into a clear logical folder structure with consistent naming so your team can navigate easily Step 4 Monitor and code Buildertrend cost inbox items correctly and keep budgets updated Step 5 Complete material take offs from plan sets and match each sheet to the correct blueprint revision About me I am a Chartered Accountant and CPA with over 8 years of experience having worked in Dubai Singapore and USA. I run Books and Counts LLC where we are expert in accounting using QuickBooks including reconciliations categorisation invoice management and job costing. Though my profile is new here I have served more than 300 clients till date. Rather than writing much I believe we can discuss this ahead.
$20 USD in 40 Tagen
3,7
3,7

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