Bookkeeping, Tax & Financial Statements

I need ongoing help keeping my personal books in order and making sure my individual tax return is filed accurately and on time. The work begins with full-cycle bookkeeping: recording transactions, reconciling bank and credit card accounts, and maintaining a clean general ledger that is always audit-ready. From those records, I then want three core reports prepared each month—income statement, balance sheet, and cash-flow statement—so I can clearly see how my finances are tracking.

Once the year closes, those same books should flow straight into my individual tax return, so experience turning well-maintained books into a compliant personal 1040 is essential. I use QuickBooks Online and Excel, and I am open to any additional tools you prefer as long as the data stays accurate and easy for me to review.

Deliverables:
• Reconciled QuickBooks file, updated monthly
• Monthly income statement, balance sheet, cash-flow statement (PDF + Excel)
• Year-end individual tax return ready for e-filing

Accuracy, clear explanations of any anomalies you find, and timely delivery are what will make this relationship work. If that sounds like your specialty, I look forward to collaborating.