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Help producer financial reports from Intuit QuickBooks

$250-750 USD

In Progress
Posted over 5 years ago

$250-750 USD

Paid on delivery
I need help setting up QuickBooks and producing financial reports (BS, CF, PL) for 5 years. I have a fresh new QuickBooks installation. I have 6'000 account journal entries (from 05.2013 - 09.2018) in a CSV file which includes both private and business transactions. The data needs to be split (I'll help with what's private vs business) then uploaded into QuickBooks. There's a standard chart of accounts set up but possibly needs some changes. Once the data is loaded and the accounts are set up I need to run financial reports. ** I'm looking for someone who can help with this who has experience with QuickBooks and can do this fast.** I'll be available for questions throughout the project.
Project ID: 17821481

About the project

31 proposals
Remote project
Active 6 yrs ago

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Greetings, I am a professionally qualified Accountant from Sri Lanka with A degree in Management & Finance. I am a QuickBooks Pro-Advisor. I have 17 years of experience in Audit, Accountancy, Direct and Indirect taxes & Secretarial related to the corporate sector. My duties included AR, AP, Invoicing, Quotations, Purchas orders, Bookkeeping Including preparation of chart of accounts, Audits in branches, Unit costing, Cost departments, Selling price evaluation, Pricing for tenders, Audits, Budgeting, Variance Analysis, Financial Accounts up to year end Accounts, Management Accounts, Unit costing, Payroll, HR, cash flows, Project appraisals, Etc. I am familiar with web-based accounting systems, Quick Books & MS office, especially with Excel. I have the experienced in handling logistics, Inventory, Etc. I have the experience in dealing with financial institutions, government processes by working with high profile management in all sectors. Hopefully, my skills meet your requirements. Look forward to discussing with you the opportunity further. We can discuss the project budget. Kind regards, Dilip.
$700 USD in 10 days
5.0 (67 reviews)
6.7
6.7
31 freelancers are bidding on average $501 USD for this job
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Hi there,I am Miljan,Quickbooks expert from Bosnia & Herzegovina,Europe. I have carefully gone through with your requirements and I would like to help you with this job ! I can start immediately and finish it within the agreed deadline. Check out my profile, portfolio and former clients feedback - that'll let you know everything about me. Please feel free to contact me so that we can discuss further details. Thank you for taking the time to read my proposal.I am looking forward to hearing from you. Best regards, Miljan
$705 USD in 6 days
4.9 (105 reviews)
7.1
7.1
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Hi there, I am experienced accountant, consider the job done with perfection. Thanks
$1,000 USD in 20 days
4.9 (134 reviews)
7.1
7.1
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Hello, I have the best skills quick book expert in my team 7 years experience in the biggest company. Please send me details I will do the work accurately and perfectly in time. I will be following all the details you want. More details please reply. Thank you
$794 USD in 10 days
4.9 (158 reviews)
6.4
6.4
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Hi, Professional Accountant here This is pretty simple. I will upload your csv JE’s to QBO by categorising to different cost heads with 100% accuracy to generate Financial reports Will segregate personal entries as well Feel free to discuss more and award Thanks
$264 USD in 3 days
4.9 (92 reviews)
6.3
6.3
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Hi there, I am a Professional Accountant and a Bookkeeper with an experience of more than 7 years in the fields of Accounting and Bookkeeping. I have hands on expertise and a certification in Quickbooks Online and various similar Accounting Software Packages such as Xero, Myob, sage etc. I have worked on numerous Accounting and bookkeeping projects form various types of a business entities around the globe which is evident from my profile and reviews. I have read all your project's description and I assure you that I can handle all the data capturing in Quickbooks for last five years and can produce all the financial reports required by you within a stipulated time period. I can design a Chart of Accounts specific to your business requirements and can categorize the transactions correctly to each head of account producing all the correct financial reports. I just invite you to message me to discuss more about the project execution. Thanks
$250 USD in 3 days
4.6 (112 reviews)
6.6
6.6
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I am an experienced Financial Accountant holding years of experience in using Quickbooks and other financial softwares to produce and prepares financial statements and other customized and tailored reports. I will be happy to discuss in detail how I am highly suitable for this project.
$250 USD in 1 day
4.7 (155 reviews)
6.3
6.3
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Hello, Hope you are doing great. We are a group of professional accountants and Bookkeepers who are expert in the field of bookkeeping & accounting related works such as bank reconciliation, invoicing, billing, AR & AP management, data entry, data conversion, auditing, accounts preparation etc. who have experienced over 5 years in a CPA firm. We are Advisor of Quickbooks online, XERO , Zoho Books And Expert in SAGE50, MYOB. We are professional accountants having a professional accounting degree (ACCA-UK). We are very much efficient & effective accountant & looking forward to working with you. We believe that we can help you in achieving your goals in your industry. Here Is our some work links: https://www.freelancer.com/projects/excel/quick-books-online-chart-accounts/ https://www.freelancer.com/projects/excel/quickbooks-xero-monthly-updates-vat/ https://www.freelancer.com/projects/accounting/long-term-bookkeeper/ https://www.freelancer.com/projects/accounting/quickbooks-bookeeper/ https://www.freelancer.com/projects/excel/create-monthly-financial-statements-qbol/ https://www.freelancer.com/projects/accounting/long-term-bookkeeper-17129241/ https://www.freelancer.com/projects/accounting/quickbooks-expert-needed-16052568/ Please send us a message then we can discuss Details. Thank you
$466 USD in 10 days
4.9 (65 reviews)
6.1
6.1
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Hi. I am an affiliate chartered accountant (equivalent to CPA) and a Certified QuickBooks Expert. i am a finance professional since 2009 and have hands on experience on both online & desktop versions. I am currently working with clients based in US, UK, Canada, Pakistan etc on QuickBooks to maintain their books of accounts, perform reconciliations and cater other accounts department activities. I have a firm established in Pakistan & have required staff at my disposal. i have hands on experience of reconciliations, financial statements and conducted the same for numerous clients across the globe. i have worked as a financial controller in an multinational IT and took care of its operations & financial division. i know how to handle big assignments and work as per requirements. I can take care of your reconciliations with better quality and presentation. please contact and discuss the details.
$425 USD in 8 days
4.6 (119 reviews)
6.3
6.3
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We are an established Certified Public Accountants firm since 2008 based in India. We are a team of two CPA's & six Chartered Accountants. We currently offer services to overseas clients based in USA, Australia, Canada, UAE, UK & Singapore. We have an extensive experience of providing the following services: Management Consultancy Bookkeeping Services using Intuit Quickbooks, Xero, Erpnext, Sage. Financial statements preparation Financial project report writeup Financial Projections General ledger maintenance Accounts payable Accounts receivable Bank Reconciliation Payroll processing Sales & use tax compliance Tax returns Other than the above mentioned services we can customize our services as per your requirements. We have a very strong team and good number of professional head counts who can consistently provide you with real time assistance. You will get to see 3 qualities in our services- Timely completion Qualitative work Data security We are looking forward to speak with you for your requirements and assist as appropriate. Sincerely, Dev
$250 USD in 7 days
4.9 (25 reviews)
5.2
5.2
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I am Chartered Accountant by profession having experience of more than 6 years in a reputed MNC, worked as financial analyst .Proficient in accounting, bookkeeping. Very hardworking and good communication skills Services Offered: • Bookkeeping,and Accounting • Financial modelling with projections • Business Plans • Quickbook, Xero, MYOB • ‎Advanced Excel skills,Virtual Assistant Available 24/7 Looking forward to work with you. Regards Pooja Shah
$250 USD in 10 days
5.0 (40 reviews)
5.2
5.2
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Greetings Hope you are doing well. I am a CA Finalist (CPA/ACCA Equivalent in India) and am engaged in providing a range of services majorly focusing on Bookkeeping, Cost Accounting, Financial Management and Advanced  Microsoft Excel. I have executed several similar project like yours and have got great feedback for the same. I am well versed with major accounting softwares and hold certifications for most of them including Quickbooks, Xero, Sage etc. I provide comprehensive bookkeeping and reconciliation services to a series of clients based in Australia, Canada, USA and India remotely and know in detail how to execute projects like this efficiently over time. Apart from that being a CPA Finalist with five years of industry experience I am well versed with business language and can handle varied task during the course of our relationship. Looking forward to hearing from you and discuss in details. Regards Jitin Goyal LSJ Accountants and Consultants
$500 USD in 10 days
4.9 (51 reviews)
5.4
5.4
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hi there, my name is Vasily, and it will be pleasure for me to join you as financial and accounting expert for provide reconciliation and generate reports for your business. You can have a look in my profile for references about quality of my work and my previous business experience. It would be great to have chat with you for discuss details. Looking forward to hear from you soon. Sincerely Vasily
$750 USD in 30 days
5.0 (9 reviews)
4.1
4.1
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Hey! Please contact me first before placing any order. I am a qualified chartered accountant and working in an Audit/Consultancy firm as an auditor from 7 years. I had done ACCA, ICAEW, ICAP.I have experienced more than 40 companies on behalf of my firm. I was also working for Pepsi-Cola International at snacks plant. It is an honour for me to assist you in this task. Hoping for a positive response from you. *Fee will be negotiable according to your expected budget. I will share my firm profile when you contact me. Thanks Regards Muhammad Zaman
$750 USD in 20 days
5.0 (9 reviews)
3.6
3.6
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I have 40+ years accounting experience from basic to advanced. I am also an experienced Sage Accounting and Excel trainer>
$555 USD in 10 days
5.0 (1 review)
1.0
1.0
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CPA with experience in Quickbooks, financial statements, account reconciliation, Check distribution, AP, AR. All accounting functions. I can help you achieve your project goals.
$776 USD in 15 days
0.0 (0 reviews)
0.0
0.0
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I have been able to complete various bookkeeping projects quickly and accurately. I have been able to do book work for a year’s data in a couple of hours for a small company; five years within one day Relevant Skills and Experience 16 years bookkeeping with Quick Books and 11 years accounting experience. Master’s Degree in Accounting and have been a Chief Financial Officer for 6 years. Excellent with Microsoft Office.
$300 USD in 1 day
0.0 (0 reviews)
0.0
0.0
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Rent A Bookkeeper Ceritifed QuickBooks Pro Advisor I have been working in the public accounting field for the last 20 years preparing tax returns, financial statements, and doing bookkeeping for clients. Before that I worked in the private industry doing full charge bookkeeping for small businesses. All together she has over 25 years working in the accounting field. I graduated from University of Arkansas with a Bachelors in Accounting and Bachelors in Finance and Graduated with a Masters in Business I enjoys working with small businesses and individuals helping them to keep their accounting or bookkeeping in a manageable state and helping them to maximize deductions on their tax returns. If you own a small business or own a home I can probably help to decrease the amount of tax you pay. I stays current with the tax laws with a required 30 hours continuing education as an Enrolled Agent, and re-certifies each year as a QuickBooks Consultant in each new version of QuickBooks, Xero and Sage I specialize in industries of movie payroll, new construction for commercial and residential, property management, medical billing, auto dealership, manufacturing, cleaning, e-commerce, and audits
$250 USD in 1 day
0.0 (0 reviews)
0.0
0.0
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Dear Hiring Manager, I am interesting to apply to your recently posted that you are in need a Bookkeeper in your company. I am highly skilled in all accounting duties and proficient when tackling multiple tasks at one time. I am organized and capable to complete any project in a timely manner. Furthermore, I'm also highly skilled in performing bank reconciliation, financial reporting, data entry, invoicing customers, payroll activities and other finance duties. I am expert in Quickbooks Online/Desktop and other accounting software such as Xero, Myob, Zoho Books, Wave Accounting, Quicken and Buildium Accounting Software. I am a good fit in this position because I have the skills you need and the experience to back it up. I am very much available to start this job immediately and can dedicate regular hours to your company. Please feel free to contact me to discuss further on the subject and please let me also know how to contact your good office for an interview the soonest. I am very much excited to assist you in your company. Thank you very much, God Bless and more power! Sincerely, Christopher Jake Lao
$444 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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Hi, I have been working on Quickbooks accounting system since 2014 Thus, I believe your task is easy for me. Hope to discuss with you more detail. Best regards, Hai Bac
$500 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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I can handle what you are looking for. I have been working with QB and QBO since 2005, extensively. I will be able to accurately set up your books and produce any reports you need. I have references if you desire. I hope to gain your business. :)
$833 USD in 10 days
0.0 (0 reviews)
0.0
0.0

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Bonstetten, Switzerland
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