Quickbooks Projects

Small Quickbooks Clean-Up

I run a US-based small consulting business (6 employees) and we use Quickbooks online. We have been in business since 2021. In that time, we have had 3 checking accounts (Bluevine (primary), Quickbooks (secondary), and Citizens (closed). We have had 2 credit cards (Chase Ink Cash and Chase Ink Preferred (opened this year)). Almost all of our transactions are on Bluevine and Chase Ink Cash. While we've been mostly good about keeping up with Quickbooks hygiene, there are a few things that would benefit from a Quickbooks expert. 1. One-time reconciliation. We lapsed reconciling since last summer, and are struggling to find the gap. All transactions are categorized. 2. Balance Sheet cleanup. My account categories are inaccurate. We need a one-time cleanup to create an accurate balance sheet. I'd like a Quickbooks expert who can work quickly and diligently to clean up our system, so we can easily maintain it going forward. I'd have you work directly with my admin. I can provide Quickbooks access, as well as bank statements for all accounts since inception.

Filing for the Company House in a micro-entity account

We require assistance in submitting the statutory accounts for a small limited company to Companies House in the UK. The accountant qualifies as a micro-entity under UK accounting regulations. Using the abridged balance sheet and abridged profit and loss account from the trial balance of the company, the accountant submit the statutory micro-entity accounts via software to Companies House. The deadline is due, so a quick assistance at budgeting rate is welcomed The freelancer should have working knowledge QuickBook software. Familiarity with submitting filings via the web-fill functionality on the Companies House website is preferred.

An hour bookkeeping in QuickBooks online

I am looking for QuickBooks certified advisor to bookkeeping. The job requires bank reconciliation, VAT error check, VAT submission, review of ledgers for transactions. The job may be ongoing for the right candidate.

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Reconciling of accounts & preparation of end of year accounts

I’m looking for a qualified and experienced accountant to assist with year-end financial tasks for my small UK-based limited company. The work includes: - Reconciling the last 15–20 outstanding transactions in QuickBooks. - Preparing and filing annual accounts with Companies House and HMRC. - Assisting with the submission of our upcoming VAT return via QuickBooks. Company Overview: - Small limited company - Approx. 67 transactions over the last financial year ~£34,000 in expenses ~£43,000 in income - All records are maintained in QuickBooks Ideal Candidate: - Experience with QuickBooks software. - UK accounting and tax knowledge, including VAT returns and company accounts - Able to turn around work promptly and communicate clearly Deliverables: - Reconciled QuickBooks records - Filed annual accounts and CT600 - Submitted VAT return Please include your relevant experience, estimated turnaround time, and rate. I’m ready to start immediately.

I need someone to reconcile a bank account for the past 5 years.

We have a client where their bank hasn't been reconciled for the past 5 years (prior accounting firm...not us!) on Quickbooks and we need to find what the differences are and get the bank agreed.

QuickBooks Online

I am looking for a someone to sort out my account. There are approximately 650 transactions that need to be reviewed, categorised correctly, and reconciled where necessary. The aim is to get everything up-to-date and organised so that I can have a clear picture of the company’s financials and make informed decisions moving forward. What I’m Looking For: - Someone experienced with QuickBooks Online - Strong attention to detail - Ability to categorise and reconcile transactions correctly - Comfortable asking clarifying questions where needed Additional Info: Most of the transactions are related to invoices, payments received, expenses, and bank feed entries No payroll involved I'm available to answer questions and provide any supporting documents or context you might need Thanks

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Do year End accounts for small UK company by 30.4.25

Hello, I am looking for someone to do and file my year end accounts for my small company by 30.4.25. All transactions have been reconciled on quickbooks.

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Power BI Dashboard for Overview of Engineer Jobs

Description: We are a small but growing facilities management and drainage company based in Stevenage, UK. We're looking for an experienced Power BI developer to build a clear, visually appealing, and insightful dashboard for our company owner. The dashboard needs to provide real-time visibility into key operational and financial metrics. Project Goals: - Create a Power BI dashboard that provides a high-level overview and detailed breakdowns of: - Ongoing and upcoming works/jobs - Cost breakdowns (labour, materials, subcontractors, etc.) - Job profitability or margin tracking - Engineer productivity and job status (complete, in progress, delayed) - Client/job type analysis - Invoices raised vs paid (optional if finance data is available) - Any other relevant operational KPIs to support business decisions Data Sources: - We can provide data from spreadsheets, job management systems (if applicable), or exports from accounting software (e.g. Xero, Sage, QuickBooks). - We'd like the dashboard to auto-refresh if possible (or have a clear process to update data regularly). Deliverables: - A fully functional and user-friendly Power BI dashboard - Connection to live or regularly updated data sources - Clear visual layouts for each metric or KPI - Documentation or walkthrough for how to use and maintain the dashboard Ideal Freelancer: - Strong experience in Power BI dashboard design - Background in finance or operations data (ideally in trade, maintenance, or similar industries) - Able to advise on KPI design and layout for business clarity - Good communicator, able to interpret business needs and translate into visual data insights It doesn't have to be anything too extensive, Timeline: Preferably within 1 - 2 weeks

Charity Audit

I chair a small charity we operate a number of community projects and also sort and deliver aid to Ukraine. We commit to a full external audit every 3 years. we need to identify 3 auditor who can audit charity accounts. accounts can be found on the Charity Commission website. (Harwich Cultural & Community Projects) our accounts package is Quickbooks. Draft accounts will be available mid august. Agm, late september we need estimated costs for our Trustees.

Sports4Life Accounts

Sports4Life Accounts is seeking assistance with accounting tasks. The company has accumulated financial records and transactions from the past year that require organization and reporting. Candidates with experience in bookkeeping, financial statement preparation and account reconciliation are encouraged to apply. The contract involves compiling the company's banking, credit card, payroll and revenue data from the past three months into their accounting software. Annual reports will need to be generated that include an income statement, balance sheet, cash flow statement and key financial ratios. Ensuring all revenue has been recorded accurately and expenses are coded properly according to generally accepted accounting principles is critical. Finally, validating accounts receivable and accounts payable activity against supporting documentation is important for internal controls. The ideal candidate will have one to two years experience with accounting software like QuickBooks, be highly organized and possess strong analytical skills to uncover any irregularities. Attention to detail and the ability to meet deadlines are a must. Upon successful completion, the freelancer will have gained more exposure working with a growing sports and recreation business. Please submit your availability, rate and relevant qualifications for consideration via the platform application process. We aim to have this project wrapped up within the next 5-7 business days.

Accountant

Job Description: We are looking for a detail-oriented and experienced Bookkeeper to join our team. The ideal candidate will be responsible for managing financial transactions, maintaining accurate records, and ensuring compliance with accounting principles. If you are organized, self-motivated, and proficient in QuickBooks Online, we want to hear from you! Responsibilities: Maintain and update financial records in QuickBooks Online Reconcile bank and credit card accounts Prepare financial reports and statements Assist with budgeting and financial forecasting Ensure compliance with tax regulations and company policies Communicate with vendors, clients, and team members regarding financial matters Support other accounting and administrative tasks as needed

Bookkeeping and general help with accounts.

We are a small family company in need of assistance with QuickBooks and general accounting tasks. We require someone to keep QuickBooks up to date and provide support when needed.

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Accountant/ Bookkeeper required for immediate returns

I am looking for an accountant or bookkeeper to submit my annual return and 2024 Q3 and Q4 VAT returns. I have a spreadsheet with all of my income and expenses and a Dropbox folder with invoices and receipts (all catalogued on the spreadsheet so should be fairly straightforward to work through). Some of this my previous accountant may have already added to Quickbooks. - Review Quickbooks to ensure all income/ expenses have been added for both 2023-24 annual return and VAT returns x 2 - add any missing items - Calculate annual return corp tax due and submit accounts to HMRC (if you can also submit to companies house/ guide me through this I would appreciate it) - Check VAT calculations and submit VAT returns x 2 - Let me know if there is any other paperwork I need to submit (e.g. confirmation statement) I am pretty late with all of this (have been between accountants and foolishly thought I could sort all of this myself!) so am looking for someone with immediate availability as I'd like to submit this week. Must have experience submitting UK returns.

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Accountant required for Limited Company

Accountant required for Limited Company. Small business looking for a qualified Accountant to help with the submission of the first set of accounts to Companies House and to work with on an ongoing basis. Ideally looking to submit Micro Entity accounts but happy to take advice on that. First set of accounts for August 2023-August 2024 must be submitted by May. Must have experience with Quickbooks. Ignore the price as not sure how much to put therefore please quote your worth for doing this each year. Thanks in advance.