Weekly QBO Bookkeeping & Tax Support
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
I need a U.S.-licensed CPA or accounting professional who can keep my QuickBooks Online file current every week, prepare and file all required federal and state returns, and be available for ongoing tax-planning questions.
Scope of work
• Record and categorize transactions in QuickBooks Online once a week, including bank and credit-card reconciliations.
• Maintain accurate financial statements and provide a brief snapshot of cash flow and profitability after each weekly close.
• Prepare and e-file year-end federal and state income tax returns, plus any quarterly estimates or sales-tax reports that apply.
• Offer ad-hoc CPA consultation on deductions, entity structure, and compliance throughout the year.
Deliverables
1. Reconciled QBO ledger and updated balance sheet/P&L every Friday.
2. Month-end closing journal entries and supporting schedules within three business days of month end.
3. Complete, signed copies of all filed tax returns with confirmation of acceptance.
4. Written answers or a 30-minute call for each consultation request within two business days.
Acceptance criteria
• No unreconciled items older than seven days in QuickBooks Online.
• Financial statements tie out to source documents with zero variance.
• All tax filings submitted before statutory deadlines and acknowledged as accepted.
• Advice clearly cites relevant IRS code or authoritative guidance when applicable.
Please outline your experience with weekly QBO bookkeeping, U.S. tax preparation, and active CPA licensure when you reply, and confirm you can begin this month.
Scope of work
• Record and categorize transactions in QuickBooks Online once a week, including bank and credit-card reconciliations.
• Maintain accurate financial statements and provide a brief snapshot of cash flow and profitability after each weekly close.
• Prepare and e-file year-end federal and state income tax returns, plus any quarterly estimates or sales-tax reports that apply.
• Offer ad-hoc CPA consultation on deductions, entity structure, and compliance throughout the year.
Deliverables
1. Reconciled QBO ledger and updated balance sheet/P&L every Friday.
2. Month-end closing journal entries and supporting schedules within three business days of month end.
3. Complete, signed copies of all filed tax returns with confirmation of acceptance.
4. Written answers or a 30-minute call for each consultation request within two business days.
Acceptance criteria
• No unreconciled items older than seven days in QuickBooks Online.
• Financial statements tie out to source documents with zero variance.
• All tax filings submitted before statutory deadlines and acknowledged as accepted.
• Advice clearly cites relevant IRS code or authoritative guidance when applicable.
Please outline your experience with weekly QBO bookkeeping, U.S. tax preparation, and active CPA licensure when you reply, and confirm you can begin this month.
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