QuickBooks Year-End Prep Assistance

@fixitconsultech

As an established and trusted financial professional with extensive knowledge of QuickBooks, I am well-equipped to handle your Year-End Prep with precision and efficiency. I understand just how critical it is for your bank, credit-card, and loan accounts to reconcile perfectly with December statements, as this forms the foundation for accurate financial statements and tax preparation. My well-honed analytical skills mean that I can spot discrepancies in a flash and resolve them swiftly, ensuring that your books are tidy and error-free. What distinguishes me from other bookkeepers is my comprehensive understanding of tax compliance requirements. Not only can I provide accurate, timely tax return preparation services, but I'm also skilled in compiling consolidated financial schedules crucial for year-end tax filing. From general ledgers to 1099 summaries, you can be confident that my detailed approach will leave no stone unturned. Perhaps most importantly, your trust is my top priority. As a seasoned professional, I understand the value of confidentiality when handling financial records. You can rest assured that I will treat your company files with utmost discretion and care. So let's collaborate - I'm ready to use my expertise in accounting, tax preparation, QuickBooks, Excel, and more to ensure that your QuickBooks file is ready for CPAs at year end and beyond.

@javed1705

Which QB version you are using. Is that cloud based or desktop. I am an ACCA, APA and MBA finance. After carefully reading your project description, I think that I am the perfect candidate! With over 13 years of experience with advance use Quickbooks. I can guarantee getting the job right the first time. Feel free to view my 100% positive reviews before you hire me and rest assured that you will receive top-quality work at an affordable cost. Kind regards, Javed

@kastriotthaqig

With over a decade of experience in Accounting and Finance, I am confident that my mastery of Intuit QuickBooks will be indispensable for your QuickBooks Year-End Prep. I have a keen eye for detail and have proven time and again my ability to spot discrepancies instantly and reconcile diverse accounts accurately. As the owner of a 5-star average-rated business with numerous wonderful reviews, you can trust me to provide the services you require above and beyond. I understand the importance of error-free financials and preparing accurate profit & loss and balance sheet summaries for your CPA. Having produced similar deliverables in my past projects, I recognize how crucial it is to have all the supporting schedules prepared, verified, and organized well for the tax team. You can expect clear reports saved in QuickBooks as well as finalized financial statements exported to PDF and Excel.

@daniyal3214

Hi, I can help you reconcile your accounts and prepare a clean, error-free tax package for your fiscal year close in QuickBooks. I have extensive experience managing year-end cleanup, complex account reconciliations, and preparing audit-ready financial statements for tax teams. Here is how I can handle the closeout for you: Account Reconciliations: Full reconciliation of all bank, credit card, and loan accounts through December, matching balances exactly to statement end dates and resolving any orphan or duplicate entries. Financial Statement Finalization: Reviewing the general ledger to clean up misclassifications, ensuring accurate Profit & Loss and Balance Sheet summaries, and pulling clear supporting schedules for your CPA. Tax Package Delivery: Compiling a organized year-end folder containing the final PDF/Excel financials, detailed general ledger, 1099 summaries, and supporting documentation so your tax filing goes smoothly. If you can share secure access to your QuickBooks file, I can jump in immediately and get this turned around for you quickly.

@mussadiq3

Hi, I have carefully read your project and understand your requirements. I am confident I can complete this project accurately and efficiently. I am a CPA, CBA, and MBA-qualified accounting professional with extensive experience in bookkeeping and financial management. I am a QuickBooks ProAdvisor and a Xero Certified Advisor, with expertise in Wave Accounting, Sage, Zoho Books, Odoo, MYOB, AppFolio, KashFlow, and Kashoo. I have over six years of experience in bookkeeping, bank reconciliations, accounts payable and receivable, financial reporting, budgeting, forecasting, payroll, and tax preparation. I pay close attention to detail and ensure accurate, timely, and high-quality work. I am committed to delivering excellent results and maintaining clear communication throughout the project. I would be happy to discuss your requirements further and start immediately. Please open the chat so we can discuss your project in detail. Thanks & Regards, Mussadiq Hussain

@nimiwebjuggler

Choosing a freelancer for this project is a crucial task, and I believe I have the necessary skills and expertise to fulfill your requirements seamlessly. Looking at your project description, my experience in bookkeeping, accounting, and proficiency with Intuit QuickBooks make me a perfect match for your needs. I know QuickBooks in and out, I can spot discrepancies instantly and reconcile your accounts through year-end efficiently. Efficiency is not compromised when you hire me. Despite completing the tasks quickly, I prioritize utmost accuracy and attention-to-detail. Your company file’s security will be maintained at the highest level while compiling the year-end tax file. Having worked on tax-ready files ranging from general ledgers to 1099 summaries and more, I am highly aware of the importance of maintaining organized, transparent documentation to support your CPA's work. With my Excel skills, data entry abilities plus insights about Wordprocessing, PDF management, and more, I will provide you reconciled accounts, financial statements in both PDF & Excel formats along with a fully consolidated tax package promptly thus making sure your stress about closing fiscal year tidily diminishes. Let’s get started on this project together as client satisfaction is what drives me forward!

@arunkumar9896

With my extensive seven-year background, I am the QuickBooks guru you need to flawlessly navigate your fiscal year closeout. My skills can effectively address each of your project requirements. I have a meticulous eye for spotting anomalies and discrepancies in your accounts, and through the power of VBA/Macros and Advanced Excel Functions, I assure you that I can reconcile every bank, credit-card, and loan account flawlessly to match December statements—an essential aspect for an error-free year-end financial package delivered to your CPA. Precision and accuracy are non-negotiable when it comes to compiling tax files, which is why I offer my deep expertise in PDF editing— ensuring any necessary changes are made expediently while maintaining form integrity—and VBA macros scripting for the necessary repetitive tasks involved in summarizing 1099s and other supporting schedules. Additionally, I have developed top-notch skills in using Adobe Acrobat meaning I can create ideal systems for you to parallel all these tasks with simplicity and efficiency. In addition to these skills, my experience in data analysis and the creation of well-structured templates will provide you with clean GLs and organized backups in a single folder—leaving everything ready at your fingertips for your tax team. I assure you utmost diligence taking even extra steps needed by reaching out whenever there is an uncertainty or lack clarity about any transactions.

@simplifitax

As an experienced Chartered Accountant and ACA qualified expert, I understand the importance of QuickBooks accuracy, especially during the year-end closeout. I have spent 9 years honing my craft and have in-depth proficiency with QuickBooks and tax regulations. I prudently scrutinize every detail and can spot discrepancies promptly, ensuring an error-free fiscal wrap-up. From reconciling accounts and pulling accurate financials to preparing appropriate tax files, I offer a comprehensive suite of skills perfectly aligned with your project needs. My experience enables me to handle tricky situations with ease and diligence, providing you with clear P&Ls, reliable balance sheets, and all necessary supporting schedules.

@Zakwan555

CPA License holder Hi, I am an experienced Associate Member 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

@usmanbashir12100

Hi, I understand you need to finalize your fiscal year in QuickBooks by reconciling all accounts, preparing accurate financial statements, and delivering a complete tax-ready package for your CPA. I can reconcile your bank, credit card, and loan accounts, identify and resolve discrepancies, generate accurate Profit & Loss and Balance Sheet reports, and organize the complete year-end tax package, including general ledgers, 1099 summaries, and supporting schedules. My focus is on accuracy, fast turnaround, and ensuring your CPA receives clean, well-prepared financials. Best regards, Muhammad Usman

@miansajid3000

Hi, I can help you get your QuickBooks file fully reconciled and tax-ready with accuracy and a quick turnaround. I’m a QuickBooks Online Advisor with 10+ years of bookkeeping experience, specializing in year-end cleanups, reconciliations, and preparing CPA-ready financials. I have worked with businesses across the US, cleaning up historical transactions, reconciling bank, credit card, and loan accounts, and resolving discrepancies before year-end close. Here's how I'll approach your project: Reconcile all bank, credit card, and loan accounts through year-end with zero unreconciled differences. Review and correct any miscategorized, duplicate, or missing transactions. Prepare final Profit & Loss and Balance Sheet reports directly from QuickBooks. Export financial statements to both PDF and Excel. Compile a complete CPA package, including the General Ledger, 1099 summaries, reconciliation reports, supporting schedules, and all required backup documents in one organized folder. I understand how important it is to provide clean, accurate books that your CPA can rely on without additional cleanup. I'll keep you updated throughout the project and communicate promptly if I identify any transactions that require clarification. I'm available to begin immediately and can work efficiently to meet your deadline. I look forward to helping you close out your fiscal year smoothly. Best, Sajid

@zafarfarooq612

Hello, I am a QuickBooks expert who will fully reconcile all bank, credit‑card, and loan accounts to December statements, generate accurate P&L and balance sheet reports (PDF/Excel), and compile a complete year‑end tax package with GL, 1099 summaries, and supporting schedules. I will work quickly and accurately, with secure access. Please share QuickBooks access and your CPA’s schedule requirements. I can start immediately. Thank you. Regards, Zafar

@saadik1919

With over 6 years of working clout and a profound understanding of how to make QuickBooks sing, I'm confident that I can give your books the precision required for year-end. One my many strengths is my ability to quickly identify discrepancies - even ones that have gone unnoticed - and then solve them fast without compromising quality. What sets me apart from other accountants is my dedication to empowering businesses like yours through financial clarity and simplification. In addition to ensuring compliance, my services extend further- seamlessly handling accounting/bookkeeping, bank reconciliations/cash flow forecasting, payroll/accounts management, tax preparation/audit assistance, advanced Excel analysis/reporting alongside file conversions, making it highly likely that I'll be able to tackle any challenges your books may present. When you choose me as your go-to finance guru, you're not just hiring someone to crunch numbers but rather a financial co-pilot who respects your time, treats your business primely and prioritizes confidentiality. Moreover, I have the capacity to swiftly turn around projects without sacrificing accuracy through seamless organization of every detail. Don't let these numbers tell the wrong story- with me they will speak nothing but clarity and-I trust- success.

@sagarwal3005

To ensure your QuickBooks year-end prep is thorough and accurate, I will begin with a comprehensive reconciliation of all accounts, ensuring that each ending balance matches your December statements. My strong accounting skills will enable me to swiftly identify discrepancies and create precise profit and loss statements alongside balance sheet summaries. I will utilize my expertise in financial reporting and data processing to pull and package the needed information effectively. With a 4.9-star rating across 200 reviews and 220 projects completed, I uphold a commitment to quality and accuracy in all my work. Can you provide further clarification on any unusual transactions that might need special attention during the reconciliation?

@mfaisal3096

Hi, I am a Chartered Accountant (ACCA) with 7 years of experience in accounting, bookkeeping, taxation, financial analysis, and data entry. I will efficiently execute the full reconciliation of your bank, credit-card, and loan accounts in QuickBooks to ensure every ending balance aligns with the December statements. Once the accounts are balanced, I will prepare accurate financial statements, including profit & loss summaries and balance sheets, and ensure they are error-free and packaged for your CPA's review. I am committed to meeting your deadline while maintaining clear communication and following your instructions precisely throughout the project. Can you provide any details on specific transactions that need clarification for the reconciliation?

@EightVeer

Hi there, We can support the year-end QuickBooks close by reconciling the bank, credit-card, and loan accounts, then preparing clean P&L and balance sheet outputs for your CPA. We also handle the supporting schedules and organize the general ledger and 1099 summaries into a tax-ready package. Our initial assumption is that the core issue is year-end cleanup plus report verification, with any prior-period adjustments or missing source docs treated as separate follow-on items if needed. We’ll keep all work, files, and communication on Freelancer. The platform bid covers an initial phase focused on Initial year-end diagnostic and reconciliation cleanup for the listed bank, credit-card, and loan accounts, including identification of discrepancies, confirmation of balancing items, and preparation of the final QuickBo; wider implementation would be separately scoped on Freelancer. Best Regards, 8veer

@reshurana1

am a professional Chartered Accountant with over a decade of experience in handling accounting for Canadian clients. So I am well-versed with the Canadian tax code and statutory requirements. I would love to grab this opportunity and look forward to converting this one-time to a continuous basis by showing my service skill set. I will enter, categorise, and reconcile each transaction, which will help you to get your desired reports. It is our process to document each step we take. If this matches your required profile, I am open to discussing further. You can drop a message to start a discussion. Thanks and Regards, CA. T.C. Rana

@sheza381a

As you are looking for a QuickBooks expert to handle your year-end preparation, I believe I am the perfect fit for your project. With over five years of experience in bookkeeping and expertise in accounting software like QuickBoooks, I have the skills and knowledge required to ensure an error-free and swift reconciliation of all your accounts. One of my core services is Financial Reporting which gives me a deep understanding of not only preparing financial statements but also tailoring them to meet the tax team's needs. I have a keen eye for spotting discrepancies instantly, ensuring that all your ending balances match accurately with the December statements. Additionally, I'm well-versed in tax compliance and can compile a thorough year-end tax file exactly as required - general ledgers, 1099 summaries, and any other source docs are part of my daily playbook. Moreover, my strength in working meticulously with attention-to-detail makes me capable to tackle any unusual transactions or any missing details you might come across during this process. Finally, I understand the sensitivity of your financial data; hence you will find me highly committed to maintaining utmost confidentiality. Choose me as your QuickBooks-wizard and let's wrap up this fiscal year smoothly and efficiently.

@mobasherreza10

As an experienced and versatile professional, I bring much more than my profile suggests. Beyond my proficiency in design, software development, and AI, I have substantial skills in Accounting, Bookkeeping, Excel, and Financial Analysis which are directly applicable to your project. I have successfully implemented quick yet accurate solutions for numerous clients over the years, leveraging my in-depth understanding of QuickBooks and other financial tools. My knack for spotting discrepancies instantaneously combined with my excellent reconciliation skills ensure that your books will be balanced efficiently. Moreover, with my proficiency in pulling up error-free financials fit for tax purposes as well as compiling tax-ready year-end files like 1099 summaries and general ledgers, I can secure your peace of mind knowing that the crucial tax season tasks are taken care of properly. My eyes for detail and commitment to accuracy align precisely with what you're looking for.