I’m seeking an experienced QuickBooks Online (QBO) bookkeeper to assist with optimizing, cleaning up, and maintaining my bookkeeping system on a monthly ongoing basis. This is not a one-time project . I’m looking for someone reliable who can become a long-term partner in managing my books.
Initial Phase
• Review and clean up existing QBO setup
• Organize chart of accounts and vendor lists
• Set up automated delivery of key financial reports
Ongoing Monthly Work
• Reconcile bank and credit card transactions
• Categorize expenses accurately
• Enter vendor bills and maintain vendor records
• Monitor accounts payable and receivable
• Provide weekly or monthly financial reports, including:
• Profit & Loss
• Balance Sheet
• Cash Flow
• Custom reports as needed
Ideal Candidate Has
• Deep expertise with **QuickBooks Online**
• Strong bookkeeping and financial reconciliation skills
• Experience working with small businesses or creative industries (preferred)
• Strong communication and organization skills
• Familiarity with vendor payment tools
This is an ongoing monthly engagement.
Please submit a proposal that includes:
• Your monthly fee for ongoing support (or your hourly rate with estimated monthly hours)
• A brief overview of your experience with QBO
• How you would approach the initial cleanup and onboarding
• Examples of similar clients or industries you’ve worked with
Looking forward to reviewing your proposals and finding the right long-term partner!
