
Closed
Posted
I need an experienced finance professional to take full, day-to-day ownership of both my business and personal books. All activity lives in QuickBooks and several connected Google Sheets, with the occasional Excel model, and I want everything flowing together smoothly so I can make decisions in real time. Your typical day (about 2–3 hours) will fall between 12 pm and 11 pm New York time, and I expect to talk by regular phone whenever questions come up—no WhatsApp or other messaging apps for critical discussions. Key responsibilities • Keep Accounts Receivable and Payable current, including vendor outreach and customer follow-ups • Reconcile bank/credit-card feeds and deliver an accurate P&L on a weekly cadence • Maintain and refine rolling budgets and cash-flow forecasts inside my shared Google Sheets dashboards • Flag issues, variances or opportunities proactively during our calls Tools in play: QuickBooks Online, Google Sheets and Excel. If you are fluent in those platforms and have a solid track record managing end-to-end finances, formal certifications are optional; results, accuracy and clear communication matter most. When you reply, briefly outline similar work you already handle and confirm you can be available during the stated hours for phone conversations. I’m ready to get started right away.
Project ID: 40389123
27 proposals
Remote project
Active 4 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
27 freelancers are bidding on average $6 USD/hour for this job

Hi! In a similar project, I managed end-to-end books for the owner of BG Coastal, a US-based real estate company, for three years, handling accounts receivable and payable, bank reconciliations, and weekly P&L reporting in QuickBooks Online, so I can step into this role and start contributing from day one. I'm an ACCA accountant comfortable across QuickBooks Online, Google Sheets, and Excel, and I can maintain your rolling budgets and cash flow forecasts while keeping everything flowing between platforms without things falling out of sync. I'm available between 12 pm and 11 pm New York time and comfortable with regular phone calls for critical discussions. Looking forward to hearing from you!
$5 USD in 40 days
8.7
8.7

As a highly experienced data analyst, my skills lend themselves perfectly to the comprehensive finance management role you're seeking to fill. Not only am I comfortable with the tools your project requires -- QuickBooks Online, Google Sheets, and Excel -- but I have a solid track record for managing end-to-end finances. While I don't possess formal finance certifications, what I bring to the table is quite different: an innate ability to quickly analyze complex data sets and produce accurate results. I understand that for a job of this magnitude, communication is key. No worries on that front either - being a great communicator is in my bones. From precise documentation in MS Excel, to regular status updates using the medium you choose, I'll ensure you never miss a beat. Moreover, my availability within New York time zone for regular phone conversations aligns perfectly with your requirement. This will not only facilitate real-time decision making but also help me flag issues, variances or potential opportunities early during our calls. To summarize, hiring me means putting your trust in an experienced professional who will bring stability, precision and proactive strategies to your business and personal finance management.
$5 USD in 40 days
7.7
7.7

With nearly a decade's worth of experience supporting startups and growing businesses manage their finances, I am confident in my ability to provide you with the comprehensive finance management you need. I am a Chartered Accountant and ACA qualified professional with strong expertise in areas such as accounting, financial consulting, tax planning, auditing, compliance, IFRS, financial modeling, and investor pitch deck support. When it comes to managing financial activity across various platforms like QuickBooks Online, Google Sheets, and Excel, you can rely on me to keep everything flowing together smoothly so you can make decisions in real time. My proven track record of keeping Accounts Receivable and Payable current while reconciling bank/credit-card feeds can ensure that you have an accurate P&L on a weekly cadence. I am also adept at maintaining rolling budgets and cash-flow forecasts as well as proactively flagging issues or opportunities during our calls.
$5 USD in 40 days
6.3
6.3

Hi, With over 7 years of experience managing finance for both businesses and individuals, I am well-equipped to take on the daily management and precise oversight of your business and personal books. I will expertly handle Accounts Receivable and Payable, ensuring that vendor outreach and customer follow-ups are conducted promptly. My proficiency in QuickBooks Online, Google Sheets, and Excel will allow me to reconcile bank and credit card feeds efficiently while maintaining rolling budgets and cash flow forecasts to facilitate your real-time decision-making. I will keep our communication clear and timely, and I am fully committed to following the proper processes to ensure accuracy and consistency. I am available during the specified hours, and I value proactive problem-solving and attention to detail, which will enable me to identify issues and opportunities during our discussions. My approach is centered on fostering clear dialogue during our phone calls, so you can be assured that I will keep you informed and on track to meet your financial objectives. I am ready to begin immediately and contribute to the seamless operation of your financial management processes.
$5 USD in 7 days
5.2
5.2

Hello there, I am a seasoned finance professional eager to take on the challenge of managing both your business and personal books seamlessly within QuickBooks, Google Sheets, and Excel. With a typical daily commitment of 2-3 hours during New York time, I will ensure that all financial activities are up-to-date, reconciled, and integrated for real-time decision-making. Key responsibilities include maintaining Accounts Receivable/Payable, delivering weekly P&L reports, managing budgets/cash-flow forecasts, and proactively flagging any issues. Proficient in QuickBooks Online, Google Sheets, and Excel, I prioritize results, accuracy, and clear communication in financial management. Kindly share your experience with similar end-to-end finance roles in your response. Regards, CA. Swati Jain, CPA | Indian CA & CS
$5 USD in 40 days
4.6
4.6

I have a few questions: 1. How many bank and credit card accounts need to be managed 2. Do you already have a budgeting and cash flow format in Google Sheets 3. What is the average weekly transaction volume About me I am a Chartered Accountant and CPA with over 8 years of experience working with clients across US, UK, and Australia. I am expert in QuickBooks for invoice processing, transaction recording, reconciliation, and financial reporting. I also work on cash flow and budgeting in Google Sheets and Excel. I can be available during New York time for regular phone discussions. Though my profile is new here, I have served more than 300 clients.
$8 USD in 40 days
4.1
4.1

As a seasoned finance professional with an unwavering love for numbers, I am confident that I can successfully tackle all aspects of your finance management needs. I have extensive proficiency in essential platforms such as QuickBooks Online, Google Sheets, and Excel. Thanks to my stint with these tools, tracking financials, bank reconciliations, budget refinement, and cash-flow forecasting have become second nature to me. What sets me apart from the competition is my tech-savviness. Being fluent in QuickBooks Online et al., reduces the learning curve at your end while tightening the budget and giving faster results because time is money! Your private data security remains impenetrable due to my vow for privacy protection which deincentivizes any unwarranted external parties from infiltrating. Let's synchronize our timelines; I can be available for regular phone conversations between 12 pm to 11 pm New York time. Give me a chance to prove that when it comes to comprehensive finance management, efficiency drives my every move. You deserve a meticulous collaborator who brings results without ever compromising on accuracy or communication - that's exactly what you'll get if you hire me! Look no further; together we can simplify your financial journey; hit me up so we can get started right away!
$5 USD in 40 days
4.1
4.1

As a finance professional with over 5 years of experience, I've developed an in-depth understanding of the tools and skills required for comprehensive financial management. I'm fluent in QuickBooks Online, proficient in Google Sheets, and Excel and have hands-on experience with platforms like Xero, NetSuite, and many more. Not only can I ensure a seamless transition to these platforms but also carry out your day-to-day bookkeeping while keeping all the connected systems aligned. I understand that time is of great essence in executing sound financial decisions. Hence, I'm available to you within the specified hours for productive conversations that raise any issues or opportunities proactively. Accuracy and clear communication are my top priorities, guaranteeing all your books are reconciled on time to deliver a precise P&L on a weekly cadence. Furthermore, I appreciate your concern for confidentiality. With me, you needn't worry as I treat clients' information with the utmost care. Your financial records' safety is my responsibility! I believe our shared vision for efficient and impactful financial management makes us an ideal team. Let's dive into this together and simplify your journey towards your business's transformative growth.
$5 USD in 40 days
3.5
3.5

With over 7 years of experience in supporting small businesses and optimizing financial systems, I'm confident in my ability to handle the comprehensive responsibilities you've outlined. My proficiency with your existing tools - QuickBooks Online and Google Sheets - will allow me to seamlessly integrate into your current processes. Additionally, I can save the best time for calls to match your schedule, reassuring you of my undivided attention and commitment throughout our partnership. To illustrate my capabilities further, I've successfully managed payroll, accounts payable/receivable, and reconciliations for various businesses. My deep understanding of NetSuite, Xero, and QuickBooks has ensured accurate records and streamlined operations while maintaining strict compliance with financial regulations. Lastly, I bring not just expertise but also a passion for my work. My ultimate goal is to empower businesses like yours to make informed decisions by providing clean, reliable financial data. If you're ready to simplify the complexity of your finances, reduce errors, improve efficiency, and save costs in the long run, let's kick this project off right away!
$5 USD in 40 days
3.5
3.5

Hi, this aligns closely with the kind of hands-on finance ownership I already provide for clients. I currently manage end-to-end bookkeeping and financial operations across QuickBooks Online, Google Sheets, and Excel—covering AR/AP, reconciliations, weekly P&L reporting, and rolling cash-flow forecasts. My focus is always on keeping books clean, real-time, and decision-ready rather than just “month-end compliant.” On AR/AP, I handle invoicing, payment tracking, vendor coordination, and follow-ups to keep cash flow moving. For reporting, I reconcile accounts regularly and deliver accurate weekly P&Ls, ensuring everything ties back to source data. I also build and maintain dynamic budget and cash-flow models in Google Sheets so you can see forward-looking positions, not just historicals. I’m proactive by nature—I flag variances, unusual trends, or cost leakages early and come prepared with explanations and suggestions during discussions. Availability: I can comfortably work 2–3 hours daily within 12 pm – 11 pm New York time and am fully open to regular phone calls for communication (not limited to messaging). Similar work: I’ve supported small businesses and founders with ongoing finance management, including live dashboards, reconciliations, and cash-flow oversight—ensuring they always have a clear financial picture without needing to chase numbers. Ready to start immediately and take full ownership so you can focus on growth. Regards, Taha
$5 USD in 40 days
2.9
2.9

Hello, I can take full day-to-day ownership of your business and personal books across QuickBooks Online, Google Sheets, and Excel, and keep everything current so you have a real-time view of cash, profit, and upcoming risks. Relevant certifications: CFM, FMVA, CertIFRS. I can handle AR, AP, reconciliations, weekly P&L, rolling budgets, and cash-flow forecasting in one smooth workflow. I’m comfortable working across QBO + Google Sheets dashboards + Excel models, keeping them aligned and decision-ready. I work proactively: I don’t just record transactions — I flag variances, cash issues, overdue balances, and improvement opportunities early. I can be available during your required window (12 PM–11 PM New York time) and I’m comfortable discussing important items by regular phone. Similar work I handle includes ongoing bookkeeping, reconciliations, management reporting, cash-flow forecasting, and finance support for owner-led businesses.
$5 USD in 40 days
2.8
2.8

With over a decade of experience as a Chartered Accountant, I firmly believe that my skills and expertise align perfectly with your requirement for a comprehensive finance manager. My fluency in QuickBooks Online and Excel, along with my proficiency in Google Sheets, makes me well-suited to maintain and enhance your accounts receivable and payable, whilst ensuring accurate financial reporting on a weekly cadence. My proficiency extends beyond day-to-day financial management to encompass financial planning, budgeting, and forecasting - all of which are crucial components of your project requirements. I also understand the value of providing real-time updates by being available during your specified hours for regular phone conversations. Lastly, as a practitioner committed to upholding the latest regulations and best practices, I will ensure that not only your books remain accurate but more importantly, provide actionable insights by flagging any variances or opportunities proactively. Given my extensive experience working on similar projects and my current availability to start immediately, I look forward to potentially embarking on this professional journey with you.
$4 USD in 40 days
2.8
2.8

Drawing from my extensive experience working with accounting software like QuickBooks Online, I am confident in my ability to handle your complex finance management needs. As a meticulous bookkeeper, I will ensure all accounts payable and receivable are current, leaving no stone unturned in vendor outreach and customer follow-ups. I pride myself on reconciling bank and credit-card feeds meticulously to deliver accurate P&L statements on a weekly basis. In addition to this, my strengths in maintaining and refining rolling budgets and cash-flow forecasting within shared Google Sheets dashboards make me a great fit for your needs. I’ve successfully flagged numerous issues, variances, and growth opportunities for companies with similar setups throughout my career. My aim is to provide you with the best possible support and enable you to make informed decisions in real time. Finally, I understand the importance of confidentiality, especially when handling sensitive financial data. You can trust that your financial information will remain strictly private under my watch. Available between 12 pm - 11 pm New York time for phone calls, I am ready to delve into your finances right away. Let's partner up and simplify your financial journey together; send me a message and let's get started!
$4 USD in 40 days
1.6
1.6

Hello, With over 6 years of experience as a Virtual Assistant and Finance expert, I have a strong background in managing day-to-day financial operations for both businesses and individuals. In this role: - I will take full ownership of your Accounts Receivable and Payable, ensuring that vendor outreach and customer follow-ups are handled efficiently. - I will reconcile bank and credit card feeds regularly, delivering accurate Profit and Loss statements weekly. - Additionally, I will maintain and refine rolling budgets and cash flow forecasts in shared Google Sheets dashboards, proactively flagging any issues or opportunities during our discussions. A advantage is my proficiency in QuickBooks Online, Google Sheets, and Excel, allowing me to manage end-to-end financial processes effectively. Regards, Blessing
$5 USD in 40 days
1.7
1.7

Hello, I’m Cindy Viorina and I specialize in end-to-end finance operations for small businesses and founders. I understand you need daily ownership of business and personal books in QuickBooks with connected Google Sheets and occasional Excel models, actionable weekly P&Ls, and reliable phone-first communication between 12pm and 11pm NY time. I will keep AR/AP current with outreach, reconcile bank and card feeds daily, deliver an accurate weekly P&L, and maintain rolling budgets and cash-flow forecasts in your shared Google Sheets, flagging variances or opportunities proactively on our calls. Technically I’ll link QuickBooks to your dashboards, standardize sheet models, automate reconciliations where possible, and validate numbers with weekly close checks. I am available for phone calls in your stated window and can provide a simple demo or a small reconciled report within 12 hours of start. Q1: Do you have any existing automation between QuickBooks and your Google Sheets? (Proposal) Q2: Which bank feeds require special attention or have frequent discrepancies? (Proposal) Q3: Would you prefer weekly or biweekly deep-review calls beyond daily touchpoints? (Proposal) Which three financial priorities should I address first when I begin working through your books? Best regards, Cindy Viorina
$10 USD in 30 days
0.0
0.0

Hi there, QuickBooks, Google Sheets, AR/AP, reconciliations, weekly P&L I handle all of this daily for current clients. You won't spend a minute training me. Available 12 PM – 11 PM New York time. Phone calls always. No delays. Feel free to message me and we can take it from there. Best regards, REKHA
$5 USD in 40 days
0.0
0.0

With over 10 years of accounting experience, I am confident in my ability to provide you with comprehensive financial management using QuickBooks Online, Google Sheets and Excel. Throughout my career, I have successfully managed end-to-end finances for various entities, including real estate and healthcare systems. Your project will be in safe hands as I've optimized financial operations, enhanced reporting accuracy and implemented internal controls in high-growth environments - exactly the expertise you are looking for. Complementing my proficiency with your preferred tools, I bring a dedicated work ethic and outstanding communication skills to the table. As available the times stated (from 12 pm and 11 pm New York time), we can have frequent phone conversations to ensure we address concerns proactively. I don't shy away from vendor/customer interactions and actively maintain Accounts Receivable and Payable current for smooth daily operations.
$7 USD in 40 days
0.0
0.0

Hi there, I’m a CPA with 12 years of experience managing end-to-end bookkeeping and financial operations for both businesses and individuals. I currently handle similar responsibilities, including AR/AP management, reconciliations, weekly P&L reporting, and cash flow forecasting using QuickBooks Online, Google Sheets, and Excel. I’m comfortable working 2–3 hours daily within your specified New York time window and available for regular phone discussions. I focus on accuracy, proactive communication, and delivering real-time financial clarity for better decision-making. Lets connect to discuss further. Best, Vikrant Gola
$5 USD in 40 days
0.0
0.0

Monsey, United States
Payment method verified
Member since Apr 14, 2026
$30-250 USD
$10-30 USD
$2-8 USD / hour
$2-8 USD / hour
$2-8 USD / hour
$15-25 AUD / hour
min $50 USD / hour
$30-250 USD
$2-8 USD / hour
₹600-1500 INR
$30-250 USD
$250-750 USD
$15-25 USD / hour
min $100000 USD
₹75000-150000 INR
$8-15 USD / hour
$15-25 USD / hour
₹1500-12500 INR
$10-30 USD
€750-1500 EUR
$30-250 USD
₹600-1500 INR
$1500-3000 USD
$250-750 USD
₹600-750 INR