Discover Intuit QuickBooks Freelance Projects

Job Description
We are seeking a meticulous and experienced bookkeeper to join our team for a long-term partnership. You will work directly with the company owner, who is well-versed in bookkeeping and accounting, to maintain accurate financial records. This role requires proficiency in QuickBooks Online (QBO), a strong understanding of US tax code basics, and excellent communication skills. This is not a beginner-level position; candidates must have a solid foundation in accounting principles.
Key Responsibilities

Audit Existing Data: Review financial data to ensure accuracy and identify any discrepancies.
Prepare Financial Reports: Generate weekly and monthly reports, including Profit & Loss statements, balance sheets, and other financial documents.
Transaction Tracking and Auditing: Monitor and audit accounts receivable transactions regularly to ensure compliance and accuracy.
Expense Categorization: Categorize expenses daily and weekly, ensuring precision in financial records.
Calculate Key Metrics: Compute essential financial metrics such as EBITDA, Customer Acquisition Cost (CAC), and Customer Lifetime Value (LTV).

Note: Our chart of accounts is fully established and up to date. Invoicing, estimating, and accounts receivable management will be handled internally by our team.
Requirements

Experience: Proven expertise in bookkeeping and accounting, with a strong understanding of US tax code basics.
Technical Skills: Advanced proficiency in QuickBooks Online (QBO).
Attention to Detail: Meticulous approach to categorizing transactions and maintaining accurate financial records.
Communication: Outstanding verbal and written communication skills, with a proactive approach to addressing questions or uncertainties.
Professionalism: Ability to work closely with the company owner and provide transparent audit logs for review.

Initial Onboarding and Categorization Process
We value precision and expect the selected candidate to invest time during the initial stages to ensure transactions are categorized accurately and processes are set up correctly. Please include in your proposal:

Communication Plan for Onboarding: Describe how you will communicate with our team during the initial setup phase to ensure alignment and clarity.
Approach to Categorization: Explain your process for determining the correct categorization of transactions when uncertainties arise, including how you will seek clarification to maintain accuracy.

Additional Services
Please confirm your ability to calculate EBITDA, CAC, and LTV as part of your bookkeeping services. These metrics are critical to our financial reporting.
Expectations

Accuracy: Inaccuracies not promptly addressed may result in the termination of the working relationship.
Proactive Communication: Regular updates and immediate notification of any questions or issues are essential.
Long-Term Commitment: We are seeking a reliable partner for a sustained, collaborative relationship.

Application Process
Please submit your proposal, including:

Your hourly rate and proposed monthly fee.
A summary of your bookkeeping experience and approach to ensuring accuracy.
Your communication plan for onboarding and handling transaction categorization uncertainties.
Confirmation of your ability to calculate EBITDA, CAC, and LTV.

We look forward to working with a detail-oriented professional who takes pride in delivering accurate financial records and fostering clear communication. To discuss this opportunity further, please reach out with your proposal.

• Describe your recent experience with similar projects
• Please list any certifications related to this project
• How will you suggest improvements if you disagree with an existing process?
• How would you measure or assess a potential problem?

Hi,

I’m reaching out to see if you might be available to assist with reconciling one of my clients’ bank accounts. I own a bookkeeping firm and, unfortunately, I’m currently swamped with work.

Any support you can provide with this reconciliation would be greatly appreciated.

We are seeking a skilled CPA to discuss and enhance our bookkeeping business operations. The ideal candidate will have experience in accounting and financial management and a passion for collaborating with a motivated team. We have a great foundation, just need someone to help us bloom. You will provide insights into best practices, compliance, and strategies for growth. This is a fantastic opportunity for a CPA looking to make a meaningful impact and work closely with a dedicated team. If you have a proactive mindset and excellent communication skills, we would love to hear from you!

We are seeking a skilled bookkeeper with expertise in QuickBooks Online to manage our financial records. The ideal candidate will be responsible for maintaining accurate accounts, processing transactions, and generating financial reports. Attention to detail and excellent organizational skills are essential. If you have a proven track record of managing bookkeeping tasks efficiently and are familiar with QuickBooks Online, we would love to hear from you. Please include relevant experience in your application.

• Please list any certifications related to this project

We are seeking an experienced bookkeeper to provide a thorough cleanup of our existing financial records and integrate them into QuickBooks. The ideal candidate will ensure our accounts are accurate and up-to-date, rectifying any discrepancies and organizing data for seamless entry into the software. If you possess a keen eye for detail and can streamline our bookkeeping process, we want to hear from you!

We are looking for an experienced Accounting Supervisor to oversee a small team of bookkeepers managing a portfolio of about 50 clients. The ideal candidate will ensure accurate financial reporting, compliance with regulations, and effective team management. You will play a crucial role in optimizing processes and providing mentorship to the bookkeepers. Strong leadership, communication skills, and a thorough understanding of accounting principles are essential for this position.

• Can you describe how you manage competing priorities and tight deadlines in a fast-paced accounting environment?
• Can you describe your experience managing new processes, ensuring quality assurance, and leading teams in a fast-paced environment?
• How would you analyze a company’s financial statements to assess its financial health? What key ratios or indicators do you focus on, and why?”
• What responsibilities have you been involved in during the month-end close process?
• Describe your proficiency with Microsoft Excel (pivot tables, macros, etc.)

I need an expert in Excel and VBA to assist with data analysis, financial modeling, and bookkeeping tasks.

Key Tasks:
- Data analysis and manipulation
- Financial modeling
- Managing accounts payable and receivable
- Preparing financial statements
- Reconciling bank statements

Requirements:
- Proficiency in Excel and VBA
- Experience in bookkeeping and financial management
- Familiarity with Excel spreadsheets for bookkeeping tasks

Skills: Accounting, Excel, Finance, Intuit QuickBooks, Bookkeeping, Excel VBA, Data Analysis, Financial Modeling

Hello,
I am looking for help in setting up my business on quickbooks. This is a newer business that I have been running and managing myself for the past year.
I want to set up quickbooks and start to do bookkeeping and accounting through there. Is this something you can help me do?

The business is based in Florida, USA. We currently have around 12 employees. The business is directional drilling, which is basically underground construction.

Thank you

We are seeking an experienced bookkeeper/accountant with expertise in QuickBooks and real estate property management. The ideal candidate must have valid QuickBooks qualifications in USA accounting and a strong understanding of financial principles related to real estate with min of 5 years experience. You will be responsible for managing financial records, preparing reports, and ensuring compliance with relevant regulations. If you have a proven track record in this field and possess excellent attention to detail, we would love to hear from you. Please include your relevant experience and qualifications in your application. Preferably Appfolio property management software is a plus .

**Relevant Skills:**
- QuickBooks proficiency
- Real estate property management
- Financial reporting
- Tax compliance
- Attention to detail

• Describe your daily return in your current/recent job
• How will you talent/expertise benefit our company?
• Describe your recent experience with similar projects
• Please list any certifications related to this project
• Describe your proficiency with Microsoft Excel (pivot tables, macros, etc.)

Objective:
Seeking a detail-oriented QuickBooks expert to help manage and maintain accurate financial records for a growing home care business. You will be responsible for organizing transactions, reconciling accounts, and providing regular financial reports.

Responsibilities:

Categorize and reconcile bank and credit card transactions

Manage Chart of Accounts to ensure accurate reporting

Generate and review monthly Profit & Loss and Balance Sheet statements

Track accounts payable and receivable

Assist with invoice creation and payment tracking

Ensure compliance with tax and bookkeeping best practices

Requirements:

Proven experience with QuickBooks Online (certification preferred)

Familiar with small business or healthcare service accounting

Strong attention to detail and confidentiality

Ability to meet deadlines and work independently

Excellent communication skills

We are seeking a skilled bookkeeper with a strong background in preparing various US tax returns. The ideal candidate must be QuickBooks certified and have experience managing financial records efficiently. Your role will involve ensuring compliance with tax regulations, accurately preparing returns, and providing expert advice on financial matters. If you have a keen eye for detail and a passion for accounting, we would love to hear from you!

We are looking for someone to assist in reviewing our Compilation and Review's for our Peer Review. We are looking for someone who is very looking for our bookkeeping and accounting previous sheets and working and also knowledgeable and talented and able to help us navigate through questions and give advise on best practices.

We are seeking an experienced bookkeeper with verifiable expertise in using QuickBooks Desktop 2024 (QBM). Your primary responsibility will be to accurately enter data from provided bank statements into the QuickBooks system. Ideal candidates should be detail-oriented and efficient in managing bookkeeping tasks.

Please specify the number of transactions you are able to accurately enter per hour from bank statement information into QuickBooks

💼 Position Details:
Full-time (40 hours/week)

$750/month fixed salary (paid monthly)

Remote position

Long-term role with room to grow

📌 Responsibilities:
Handle day-to-day bookkeeping using QuickBooks Online

Reconcile accounts weekly and monthly

Build and maintain detailed Google Sheets for reporting

Use advanced formulas to automate tracking and projections

Work directly with leadership to manage expenses, cash flow, and reporting

Keep records of invoices, payments, payroll, and taxes

✅ Requirements:
2+ years of bookkeeping experience

QuickBooks Online proficiency is a must

Advanced Google Sheets skills (we’ll test this)

Strong attention to detail and organization

Fluent in English, both written and spoken

Able to work U.S. business hours (or close to it)

Consistent, responsive, and deadline-oriented

📝 To Apply:
Please include the following:

A short introduction and relevant experience

A screenshot or video of a Google Sheet you’ve built using formulas

Your availability and preferred working hours

We’re ready to hire immediately. If you’re reliable, proactive, and want a stable long-term opportunity—apply now.

I need to file ITR-3 for the financial year 2022-2023. My income comes from both F&O trading and agriculture, along with some interest income.

Key Requirements:
- Accurate reporting of F&O trading income
- Detailed declaration of agricultural income
- Inclusion of interest income

Ideal Skills & Experience:
- Expertise in ITR-3 filing
- Experience with F&O and agricultural income
- Knowledge of tax regulations for the 2022-2023 financial year
- Attention to detail and accuracy

Skills: Accounting, Finance, Intuit QuickBooks, Tax, Bookkeeping, Tax Compliance, Tax Accounting, Tax Preparation

We are seeking an experienced professional to assist us in setting up and configuring Procore for our non-profit affordable housing building company. The ideal candidate will have a strong understanding of Procore functionalities and best practices. Your expertise will help us streamline our project management processes and ensure our team is fully equipped to utilize the platform effectively. If you have a passion for supporting affordable housing initiatives and possess the necessary skills, we would love to hear from you.

We are seeking an experienced bookkeeper familiar with QuickBooks to help manage the financial records of our small business. The ideal candidate will handle day-to-day bookkeeping tasks such as tracking expenses, reconciling accounts, and generating financial reports. Attention to detail and strong organizational skills are essential. If you have a passion for numbers and a knack for keeping finances in order, we would love to hear from you!

Fractional Bookkeeper – SaaS Experience (One-Time Project)
📍 Remote | 💼 Contract | 💰 Project-Based

About Kriseles
Kriseles is a leadership transformation firm. We work at the intersection of organizational development and executive transformation—supporting bold, values-driven leaders and companies in building the future of work.

The Opportunity
We’re looking for a detail-oriented and experienced bookkeeper with SaaS expertise for a one-time cleanup and reconciliation project. You will play a critical role in ensuring our 2024 books are accurate, complete, and ready for internal financial review and future planning.

Scope of Work
Review and input all financial transactions for 2024 year-to-date in QuickBooks Online

Reconcile all accounts, including:
Bank accounts
Credit card statements
Loan accounts

Identify and correct any:
Missing entries
Typos
Duplicate transactions

Requirements
✅ Proven experience with QuickBooks Online
✅ Bookkeeping experience with SaaS or service-based companies
✅ Strong attention to detail and accuracy
✅ Ability to complete the project independently and efficiently

To Apply:
Please submit the following in your proposal:
1. A brief overview of your relevant experience, especially with SaaS businesses
2. Your hourly or flat rate
3. An estimated number of hours needed to complete the project

Job Description:
We require a seasoned QuickBooks Online (QBO) expert for:

Monthly bookkeeping (categorizing transactions, reconciliations)

Preparation of financial reports (P&L, balance sheet)

Tax compliance

Requirements:
7+ years of QBO experience (certification preferred)

Attention to detail & timely responses

We're rolling out a new fixed-fee service that helps small business owners catch up on months (or even years) of overdue bookkeeping.

Most of our projects involve straightforward cleanup work:

• One legal entity

• QuickBooks Online already set up

• Accounts connected

• Transactions already imported

• Your job: review and categorize transactions

Some projects may require:

• Helping the client get set up on QuickBooks Online

• Connecting accounts

• Importing transactions

We structure every engagement for clarity and efficiency. You’ll interact with the client at three key points only:

1. Kickoff Call – Confirm setup and expectations

2. Midpoint Call – Clarify transaction questions

3. Closeout Call – Walk through the finished work

This reduces unnecessary back-and-forth and helps you stay focused. A member of our team will be on each of these calls.

A few more notes:

• Reconciliations are not included in standard engagements. If reconciliation is needed, the client pays separately for that, and you’ll be compensated additionally.

• Most engagements involve around 2,000 transactions. Please consider the limited client interaction and excluded reconciliation work when estimating your time and quoting your rate.

We're looking for someone who is:

• Skilled in QuickBooks Online

• Accurate, efficient, and clear

• Comfortable working with small business owners and is adept at keeping them focused, as they are often disorganized, undisciplined, and sometimes uncooperative

• Able to follow a defined process and meet timelines

If the work goes well—clean delivery, fair pricing, and smooth collaboration—we’ll be happy to assign more projects your way. This is ongoing work, and we’re looking to build a small bench of trusted freelancers.

To apply, please include:

1. Your experience with catch-up bookkeeping or cleanup projects

2. Your comfort level with setting up QuickBooks from scratch

3. Your availability and typical turnaround times

4. Your rate (hourly or per-project for around 2,000 transactions)

• Describe your recent experience with similar projects
• Please list any certifications related to this project

📌 What You’ll Be Doing

1. Accounts Receivable (Student Payments)

Track how long it takes for students to pay after submitting their reimbursement forms to the government

Monitor invoices and categorize them by 30 / 60 / 90+ day timelines

Request reasons for delayed or denied payments, and we’ll submit them for you to keep on record

Verify if receipts and required documents were actually submitted

Maintain a clean, organized spreadsheet to help us spot issues early

Help prevent billing errors caused by government processing delays or mistakes

2. Online Test Accuracy Checks

Every week, review test questions and answer keys inside our online school portal

Identify and correct errors (sometimes the system updates and changes things)

Follow a checklist to make sure everything is accurate for students

Flag and fix issues in collaboration with our instructors

✅ What We’re Looking For

Background in accounting, bookkeeping, or admin support

Experience using accounting software (like QuickBooks)

Strong skills in Google Sheets or Excel

Very detail-oriented. Someone who double checks their work

Comfortable writing short updates in English

Reliable, consistent, and self-managed

🌟 Bonus Points (Not Required):

Experience with online schools or checking test content

Willingness to meet with customers if needed (this is rare but helpful)

Familiarity with student payment tracking or financial aid processes

Why This Role Matters:

You’ll help keep things running smoothly for military veterans building their next career

You’ll help catch government-related billing issues before they create bigger problems

Since this role is new, you’ll help us build and improve the system from the ground up

Fixing Paypal entries, duplicate amex, fixing amex connections, reconciliation, general bookkeeping health for an end result of a healthly balance sheet.

2024 Bookkeeping clean up/recon. Has to be done before Monday, the 21st.

We are seeking a couple of experienced bookkeepers or accountants proficient in QuickBooks to assist in testing our QuickBooks app. Your role will involve using the app, providing detailed reviews, and documenting your feedback to help us enhance functionality and user experience. If you have a keen eye for detail and experience with QuickBooks, we want to hear from you.

• How many clients do you have and/or have you worked with in the past?
• Do you have a Quickbooks account?

IMPORTANT: Please start your proposal with the word "orangutan" so I know you've read this entire job posting.
We're seeking an experienced bookkeeper to handle monthly bookkeeping for our advertising agency using QuickBooks Online. We operate on a cash basis with approximately 300 transactions per month, primarily processed through Stripe.
Monthly Bookkeeping Tasks:

Import and categorize all transactions for specified accounts (client payments, fees, chargebacks, etc.)
Reconcile business bank account and credit card statements
Properly categorize advertising agency expenses (software subscriptions, contractor payments, office expenses, client acquisition costs, etc.)
Record any manual transactions not processed through Stripe
Generate monthly P&L, Balance Sheet, and Cash Flow statements

Weekly Reporting Responsibilities:

Generate weekly P&L based on actual cash received and paid out
Provide weekly cash flow summary (money in vs. money out)
Track weekly revenue trends and bank balance changes
Monitor actual Stripe deposits and expenses paid
Deliver concise weekly dashboard report every Friday

Agency-Specific Responsibilities:

Track client payments (amount & frequency) and outstanding invoices through QuickBooks
Categorize expenses via the provided categorization sheet
Properly handle Stripe fees and payment processing costs
Set up and maintain vendor records for contractors, software tools, and service providers
Ensure proper classification of recurring vs. one-time expenses

CPA Coordination:

Prepare monthly financial package for CPA review
Maintain organized records for tax preparation
Flag any unusual transactions or questions for CPA consultation
Ensure all transactions are properly categorized for tax purposes
Coordinate quarterly estimated tax payment calculations if needed

Monthly Deliverables:

Monthly financial reports with brief narrative of key changes
Weekly cash basis reports (every Friday)
Clean, reconciled QuickBooks file ready for CPA review
Summary of any issues, recommendations, and/or discrepancies for process improvements

Required Experience:

3+ years with QuickBooks Online and Stripe integration
Experience with service-based businesses, preferably agencies
Understanding of payment processing fee structures
Familiarity with contractor vs. employee classifications
Strong attention to detail for high-volume transaction processing
Experience with cash basis accounting

Budget: $225/month
Start Date: Immediate

Looking forward to finding a reliable partner to help streamline our financial operations!


Please include in your application:

Years of QuickBooks Online experience
Experience with Stripe integration (yes/no and brief details)
Have you worked with service businesses or agencies before?
Attach 1 sample monthly report you've created (client info removed)
What day would you deliver weekly reports?
Your typical turnaround time for monthly bookkeeping

Bonus points:

Brief example of how you'd organize our transaction categories
Any experience with cash basis accounting

We are seeking a detail-oriented bookkeeper to assist with matching receipts and linking them to expenses in QuickBooks for the year 2024. The ideal candidate will have experience with bookkeeping and familiarity with QuickBooks to ensure accurate financial records. Your responsibilities will include organizing receipts, categorizing expenses, and ensuring all entries are correctly matched. If you have a strong understanding of financial documentation and a meticulous approach to data entry, we would love to hear from you.

• Describe your recent experience with similar projects

I am seeking a skilled virtual assistant with a background in bookkeeping to support my bookkeeping business. The ideal candidate will help organize work and personal calendars, manage emails, and streamline our processes. You will work closely with myself to ensure that everything is running smoothly. Strong communication skills and attention to detail are essential. If you're proactive and have experience in both virtual assistance and bookkeeping, I would love to hear from you.

We are seeking an experienced QuickBooks specialist to assist in cleaning up our QuickBooks records and preparing an unaudited financial report in compliance with Singapore standards. The ideal candidate will have a keen eye for detail and a solid understanding of Singaporean accounting principles. You will be responsible for reviewing our existing entries, correcting any discrepancies, and ensuring all records are accurate for reporting. If you have a proven track record with QuickBooks and familiarity with Singapore’s financial regulations, we would love to hear from you!

We are seeking an experienced Xero bookkeeper to clean up and rebuild historical data and finalize bookkeeping for the previous financial year. Our records require thorough review, proper categorization, and reconciliation to ensure accuracy and compliance. The ideal candidate should have proven expertise in Xero, a sharp eye for detail, and the ability to identify and correct discrepancies in older records.

Responsibilities include:

-Cleaning and reorganizing past transactions
-Setting up accounts correctly in Xero
-Reconciling bank and credit card statements
-Finalizing financials for the last year

This is a one-time project with the potential for ongoing work based on performance. Clear communication, confidentiality, and meeting deadlines are essential. If you’ve handled messy books before and can confidently bring clarity and order to past data, we’d love to hear from you.

Please include examples of similar projects completed and your availability.

Best

Need help cleaning up my past year’s transaction. Business and personal. Using quickbook

We are seeking a reliable and detail-oriented Bookkeeper with proven experience in QuickBooks desktop to manage our financial records. This is a long-term, ongoing position that requires approximately 2-5 hours of work per week, with the potential for additional hours as our needs evolve.