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I run a service-based yacht charter company and need an experienced QuickBooks specialist to get our books off on the right foot and keep them ship-shape each month. First, I’d like a clean QuickBooks Online set-up: create an appropriate chart of accounts, connect bank and credit-card feeds, import opening balances, and hand back fully reconciled starting reports so I know everything agrees with the bank. After that, I want ongoing monthly care. Each month you will: • categorise all new transactions • reconcile every account • flag anything unusual for my review • issue a concise P&L, balance sheet and cash-flow snapshot within five business days of month-end Acceptance criteria • All accounts reconcile to the penny. • Reports arrive on time and are ready to share with my tax preparer. • File remains audit-ready, with supporting documents attached or referenced inside QBO. I’m already committed to QuickBooks Online but open to your advice on subscription tiers or useful add-ons. Let me know your timeline and any information you’ll need from me so we can get started.
Project ID: 40737274
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92 freelancers are bidding on average $19 USD/hour for this job

As a seasoned accounting professional with an extensive background in Intuit QuickBooks, your satisfaction in handling your financial matters is my utmost priority. I am confident that I can set up and maintain your QuickBooks system to perfection. My expertise includes all the tasks you've outlined: creating tailored chart of accounts, importation of balanced opening figures, matching bank feeds, and ensuring full account reconciliation. Moreover, my proficiency extends to overseeing your monthly books with precision and timeliness. I'll categorize all new transactions meticulously, reconcile every account accurately, and promptly deliver month-end P&Ls, balance sheets, and cash-flow snapshots. Additionally, if anything seems out of the ordinary, I will diligently flag for you to review immediately. With regards to your acceptance criteria, you can trust me to reconcile each and every account down to the penny and provide consistently on-time reports ready for your tax preparer. My meticulous filing system will keep your records audit-ready with supporting documents appropriately attached or cross-referenced within QuickBooks Online. Choose me for a partner that exhibits top-level expertise across bookkeeping, financial planning and Tax Preparation. My personalized approach aligned with your unique needs will ensure accuracy, compliance and financial success.
$20 USD in 40 days
8.9
8.9

Hi, I am a QuickBooks specialist with over 15 years of experience in accounting and finance. I will ensure an accurate setup and meticulous monthly management of your accounts, maintaining clear communication throughout. I pledge to meet deadlines, uphold proper processes, and deliver polished reports ready for your tax preparer.
$20 USD in 7 days
8.2
8.2

Hello There, We’d be happy to set up and maintain your QuickBooks Online books for your yacht charter business. Our team includes Certified QuickBooks ProAdvisors and Certified Xero Advisors, with experience in accounting, bookkeeping, AP, AR, bank/credit-card reconciliations, and monthly financial reporting. We can assist with QuickBooks Online setup and Chart of Accounts, Bank and credit-card feed setup, Opening balances and reconciliations, Transaction categorisation and monthly bookkeeping, AP/AR management and review, Monthly P&L, Balance Sheet, and Cash Flow reports, Identifying unusual or unreconciled transactions Our focus is keeping your books accurate, organised, reconciled, and ready for your tax preparer. Please note that tax preparation, tax filing, and payroll processing are not included in our service scope. We typically work on an hourly basis and can begin once QBO access and opening financial information are provided. Hit me up and we can talk in detail Regards, Nikita and her team at Affiliazion (D)
$15 USD in 40 days
8.0
8.0

As an experienced accountant and QuickBooks specialist with over a decade of practice, I am well poised to meet your bookkeeping needs for your yacht charter company. Not only have I managed the accounts for similar service-based businesses - Redwood Outdoors, Coast Lubricants & Industrial Supply, Cagle Cartoons - I've excelled at providing comprehensive reports and ensuring meticulous financial management. In fact, having kept their accounts clean and audit-ready like clockwork, I'm confident in my ability to support your QuickBooks Online set-up and monthly maintenance. To carry out your project successfully, I will build you a smart, lean chart of accounts on QuickBooks while ensuring bank and credit-card feeds are seamlessly connected. I'd then expertly import opening balances and conduct thorough reconciliations. Ensuring precision is my priority; all accounts will reconcile accurately. Regards.
$20 USD in 40 days
7.9
7.9

Hi, I have carefully read your project. I’m able to do this. I’m CPA, CBA and MBA qualified.I’m pro advisor of Quickbook and certified accountant of xero. I’m also expert in wave accounting, sage, kashflow, kashoo, zoho, odoo, MYOB and Appfolio. I have four years of experience in Bookkeeping, financial reporting, financial management, budgeting & forecasting and tax. I’m ready to provide you a quality work with perfection. I’m committed to deliver a quality work with perfection. Experience the difference today by choosing us as your bookkeeping partner. Please open the chat for further discussion. Thanks & Regards Mussadiq Hussain
$15 USD in 40 days
7.1
7.1

Hello Sir, Hope you are doing well, You need a professional book keeper & accountant with expertise in book keeping and accounts & finance for your project. I am Quick Books Certified and professional book keeper & accountant with MBA/MS finance; Member of Institute of Chartered Accountants having more than 10 years of experience in Accounts & Finances and book keeping in: 1. Quick books online /Desktop, 2. Xero Accounting 3. Wave Accounting 4. Zoho Books 5. Fresh Books 6. Sage 50,100 7. Myob 8. Excel 9. Data Entry 10. Google Sheets My Accounting service includes: • Balance sheet • Profit & Loss • Cash flow statements • Management Reports • Budgets • Payrolls • Reconciliation Banks, Debtors, Creditors • Financial Forecasting & Analysis • Accounts Payable & Receivables • Audit I am providing accounting & book keeping services in different softwares and accounts services in many organization. I will do your task according to your expectations and accuracy with unlimited revisions. I can assure you best of my services in my field. I am available for more than 40 hours in a week. If you choose me for your project, I guarantee that you will receive a professional and high-quality work in a timely manner. However, if you have any questions, please feel free to ask! I am welcoming. Anxious to hear a positive response from your side Regards, Tahir
$15 USD in 40 days
6.7
6.7

Hi, I am a Quickbooks expert having more than 18 years experience in QuickBooks online and setup. Please check my profile and message me for discussion in detail now.
$20 USD in 40 days
6.8
6.8

With almost a decade of experience as a Chartered Accountant, ACA qualified professional and an expert in the inner workings of Intuit QuickBooks, I am the ideal candidate to assist with your accounting needs. My specialty lies in ensuring that businesses such as yours not only navigate through their financial requirements smoothly but also make smarter financial decisions along the way. I understand that running a yacht charter company requires time, dedication and precision, which is why my promise is to give you just that. From setting up an appropriate chart of accounts to reconciling all your transactions and providing you with detailed reports each month, rest assured that every task will be performed with utmost meticulousness. Moreover, my deep commitment towards staying compliant and keeping up with financial modeling trends will ensure your books remain audit-ready at all times. Your project hinges on seamless integration of QuickBooks Online into your business and careful management of your finances moving forward. My track record proves I have the skills and dedication necessary for successful project completion. I assure you that I will help ensure your business reports are timely, precise, and tax-ready and provide the support necessary for the sustainable growth that's at the heart of your business plan.
$15 USD in 40 days
6.5
6.5

Hi, I can help you set up and maintain a clean, accurate QuickBooks Online file for your yacht charter business. I’m a qualified accountant with 15+ years of accounting and bookkeeping experience, with hands-on experience in QuickBooks Online, bank reconciliations, transaction categorization, financial reporting, and month-end bookkeeping. For the initial setup, I can: • Create or refine the chart of accounts based on your business operations • Connect and organize bank and credit-card feeds • Review and enter opening balances • Reconcile accounts and verify that the opening reports agree with the bank records • Set up a practical document-support and bookkeeping workflow inside QBO For ongoing monthly bookkeeping, I can handle transaction categorization, account reconciliations, discrepancy review, and timely preparation of the P&L, Balance Sheet, and cash-flow reports. I’ll also flag unusual transactions for your review rather than making assumptions. The goal is a well-organized, fully reconciled QBO file that remains ready for your tax preparer and supports reliable financial reporting. I’m certified in QuickBooks Online and can also review your current QBO subscription and suggest suitable features or add-ons based on your actual needs. I’d be happy to discuss your current setup, number of bank/credit-card accounts, and transaction volume so I can confirm the timeline and get started.
$15 USD in 40 days
6.3
6.3

With over 6 years of experience as a trusted accountant and proficiency in financial tools like QuickBooks and Xero, I'm well-equipped to get your books ship-shape and keep them that way. Having worked extensively in bookkeeping, tax preparation, and financial analysis, I understand the importance of not just reconciling accounts to the last penny but also turning that data into actionable insights for your business growth. More than just managing numbers, I believe in empowering businesses with financial clarity - precisely what your yacht charter company needs. By simplifying the complex and delivering on time without compromising the value of work, I respect your time while ensuring you make the most informed decisions for your venture. By partnering with me, you not only have someone who will set up QuickBooks Online proficiently and handle day-to-day bookkeeping tasks accurately, but also someone who will give you strategic business insights - cash flow analysis, valuations and targeted reports that will set your business on the right course for success Allowing me to work on this project ensures that your file remains audit-ready through proper documentation to ensure we comply with all necessary legal procedures. Let's get started on transforming your finances into one of your biggest strengths.
$15 USD in 40 days
6.1
6.1

Hi, I'll begin by setting up a clean QuickBooks Online environment tailored to your yacht charter service. This includes creating a relevant chart of accounts, connecting your bank and credit card feeds, importing opening balances, and generating fully reconciled initial reports. Following this setup, I will ensure all accounts reconcile accurately according to your specifications. I guarantee timely delivery of monthly reports, ensuring clear communication throughout the process. Each month, transactions will be categorized, accounts reconciled, and any anomalies flagged for your attention, with concise financial statements provided within five business days post month-end. Are there any specific transaction types or unique considerations I should keep in mind during the initial setup?
$20 USD in 7 days
5.3
5.3

Greetings, I understand the importance of having accurate and organized financial records, especially for a service-based yacht charter company like yours. My experience includes setting up and maintaining QuickBooks Online for similar service-oriented businesses, ensuring that all transactions are correctly categorized, accounts are reconciled to the penny, and reports are delivered promptly each month. With a focus on attention to detail and a commitment to delivering high-quality work, I am confident in my ability to meet your requirements for a clean QuickBooks Online setup and ongoing monthly maintenance. I can provide relevant portfolio samples upon request to showcase my expertise in this area. To kick-start our collaboration, I'd like to ask: Do you have any specific preferences for how you would like your financial reports presented each month? Additionally, is there any particular information or access you will need to provide to facilitate the setup process? I look forward to the opportunity to discuss how I can assist you with your QuickBooks setup and maintenance needs. Feel free to reach out to me so we can explore the details further. Regards, CA. Swati Jain, CPA
$16 USD in 40 days
4.8
4.8

September 28, 2026 Hello As a Certified QuickBooks Advanced ProAdvisor and Xero Certified Advisor with 8+ years of accounting experience and +3 years specializing in cloud accounting software, including QuickBooks, Xero, Zoho Books, Wave, Freeagent and MYOB. I’m also a Certified QuickBooks Advanced ProAdvisor and Xero Certified Advisor with 8+ years of accounting experience. I’m proficient in QuickBooks Online, ProConnect, Drake, TurboTax, TaxSlayer, Excel and other accounting tools. I use AI-assisted tools where appropriate to improve efficiency, cross-check calculations, organize information and support quality control while maintaining professional review and accuracy. Kind regards Md. Altas Uddin
$15 USD in 40 days
4.8
4.8

I’m Curtis Folsom, a freelance bookkeeper and business solutions consultant based in Athens, GA. Local businesses are my passion, so I left the comfort and stability of my full-time accounting job to focus on helping other business owners succeed by taking the administrative load off your plate so you can focus on what you really love - serving your customers and growing your business. I have an accounting degree from the University of Georgia and have financial experience in multiple industries. Over the course of my career, I’ve been responsible for a little bit of everything from bookkeeping, bank reconciliations and budgeting to more advanced special projects such as leading software transitions, historical data cleanup and more. What fuels me is solving problems and creating efficient systems to save time and energy. From multi-billion-dollar corporations to local businesses and nonprofits, I've worked with organizations of all sizes, and I would love to bring my breadth of knowledge to your company. As a Certified Advanced QuickBooks ProAdvisor and Certified Xero Advisor, I have a strong background in accounting and can ensure accurate financial records, categorize expenses, run payroll, handle invoicing, bank reconciliations and more. My experience across several industries will be at your fingertips to help you tidy up your records and help you grow.
$80 USD in 40 days
4.5
4.5

Hi there, I can set up and maintain your QuickBooks Online bookkeeping for your yacht charter business, with accurate categorisation, reconciliations, and clear monthly reporting. I can handle the chart of accounts, bank/credit-card feeds, opening balances, account reconciliation, transaction categorisation, document organisation, P&L, balance sheet, and cash-flow reports. I’ll ensure accounts reconcile accurately and provide the monthly reports within your five-business-day deadline, while flagging unusual transactions for your review. I can also review your QBO setup and suggest suitable subscription features or add-ons based on your actual needs. I’m available to start immediately and can discuss the required access and opening-balance information. Best regards, Nadarajan Kiruba
$15 USD in 40 days
4.0
4.0

Hi, I can set up and manage your QuickBooks Online account, including chart of accounts, bank/credit-card feeds, opening balances, transaction categorization, monthly reconciliations, and accurate financial reports. I’ll keep everything organized, audit-ready, and delivered within five business days after month-end, with clear communication on any unusual transactions. I can start by reviewing your current QBO setup and requirements, then handle the ongoing monthly bookkeeping reliably.
$15 USD in 40 days
3.9
3.9

With my extensive background in managing financial operations for small businesses, I am confident that I am the perfect fit to handle your QuickBooks setup and maintenance needs. My proficiency with not only Quickbooks Online but also NetSuite and Xero, allows me to provide insightful recommendations regarding subscription tiers and add-ons that will optimize your yacht charter company's financial management. I understand the critical importance of accurate financial data for decision-making and compliance purposes. As such, I offer impeccable bookkeeping services tailored to your specific requirements. From setting up a well-organized chart of accounts to carefully reconciling every transaction, I ensure nothing escapes your scrutiny - unless it’s totally routine. My commitment extends beyond just ensuring everything reconciles down to the penny - I also adhere to strict deadlines. Within five business days of each month end, you'll receive concise, yet comprehensive Profit & Loss, Balance Sheet, and Cashflow statements. These reports, audit-ready with supporting documents attached or referenced inside QBO would be ready for sharing with your tax preparer.”
$15 USD in 40 days
3.7
3.7

Hi , ➡️ I read your project description , you want to get your yacht charter company books off to a perfect start with a professional QuickBooks Online setup and ongoing monthly maintenance? ⏺️ I specialize in comprehensive QBO management, from creating tailored charts of accounts and seamless bank feed integration to precise monthly reconciliations. I will ensure your files are audit-ready with all supporting documents attached, providing you with accurate P&L, balance sheets, and cash-flow snapshots within five business days of month-end to keep your business ship-shape. Regards, Muhammad Sabir
$15 USD in 30 days
3.4
3.4

I can establish a clean, reliable QuickBooks Online foundation for your yacht charter business and then maintain it monthly so your books remain reconciled, organized, and ready for tax preparation without last-minute cleanup. Thank you for considering my proposal. I have gone through the requirements in detail. I’ll set up an industry-appropriate chart of accounts, connect bank and credit-card feeds, import and verify opening balances, and complete the initial reconciliations so the starting reports agree with your source statements. For ongoing monthly bookkeeping, I’ll categorise transactions, reconcile every account, investigate unusual items, and deliver P&L, Balance Sheet, and Cash Flow reports within five business days of month-end. I’ll also maintain supporting documentation and clear audit trails within QBO, flagging anything that requires your review rather than making unsupported assumptions. I can review your current QuickBooks subscription and suggest suitable features or add-ons based on your actual workflow. I have uploaded samples similar to this project completed by me earlier in my profile. With 10+ years of experience, I am a Chartered Accountant (ICAI) and CPA, with strong expertise in bookkeeping, reconciliations, financial reporting, QuickBooks, Excel, and month-end close processes. Please share your opening balances, latest bank/credit-card statements, and current QBO setup so I can confirm the initial scope and turnaround.
$15 USD in 2 days
3.3
3.3

As a professional with extensive experience in bookkeeping and accounting software, I am confident that I can provide you with the clean QuickBooks set-up and ongoing monthly care that your yacht charter company needs. My proficiency with QuickBooks Online (QBO), among other platforms like Xero and Sage Intacct, ensures that I know the ins and outs of these financial tools. I'll ensure that your chart of accounts is comprehensive, your bank and credit-card feeds are connected, and all opening balances are accurately imported to lay a strong foundation for your books. But my value doesn't stop there. Each month will be meticulously handled; from categorizing all new transactions to reconciling every account, with anything unusual being flagged for your review. You can expect concise, accurate reports - P&L, balance sheet, and cash-flow snapshots - within five business days of month-end. Moreover, not only will I keep your records audit-ready, but I'll also make sure that they're always prepared for tax season when the time comes. Beyond just performing the tasks at hand, my adaptability ensures that my services will be tailored to your unique needs as a service-based yacht charter company. Your satisfaction is grand to me; let's navigate the intricate waters of your financials together!
$15 USD in 40 days
3.3
3.3

West Valley City, United States
Member since Sep 28, 2026
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₹750-1250 INR / hour