Description

Our books are up to date but growing busier each month, so I’m ready to hand the ongoing record-keeping work to a dedicated QuickBooks pro. The scope is strictly financial record keeping—no invoicing or expense approvals—so the focus remains on clean, accurate data that flows straight into management reports. Here is what the weekly and monthly rhythm looks like for you: • Maintain the complete general ledger in QuickBooks, coding every transaction to the correct account and class. • Reconcile all bank and credit-card statements, investigating and resolving any variances before month-end closes. • Prepare concise financial reports—balance sheet, P&L, and cash-flow summary—once books are closed, ready for leadership review. All work happens inside our cloud QuickBooks file, with supporting statements and receipts provided through a secure shared drive. Accuracy, consistency, and turnaround time will be checked against the bank feeds and prior-period reports, so attention to detail is essential. If you already navigate QuickBooks shortcuts in your sleep, keep tidy workpapers, and can summarise findings clearly, the work should be both straightforward and steady. I’m available for questions in chat or a quick video call whenever needed, and I approve completed milestones promptly so nothing stalls. Looking forward to keeping the ledger spotless together.