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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.
Project ID: 40696552
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44 freelancers are bidding on average $10 USD/hour for this job

With a solid nine years of experience as a Chartered Accountant and ACA qualified professional, I believe I have the skills and expertise to handle your project with utmost accuracy and efficiency. My specialty in accounting, finance, and tax compliance aligns directly with your requirements. I'll ensure that your books are meticulously recorded and reconciled, making use of platforms like QuickBooks Online and Excel that you're already comfortable with. I understand how crucial it is to stay up-to-date with financial statements, especially for growing businesses like yours. My proficiency with generating core monthly reports - the balance sheet, income statement, and cash-flow statement - will allow you to identify any anomalies quickly and make informed decisions. Additionally, my aptitude for IFRS would be especially beneficial during auditing, guaranteeing that your books are not just accurate but also audit-ready. Your year-end individual tax return will be treated as seriously as any other aspects of your financial management. From maintaining well-documented records to transforming them into a 1040-compliant tax return, I'll ensure every detail is handled with care and precision. Above all, my commitment to timely delivery underpins all my work - as a client you will never have to worry about missed deadlines or delays. As we embark on this journey together, I am excited to provide your business with the solid financial foundation it needs for sustainable growth.
$8 USD in 40 days
6.5
6.5

Hi, I can help you keep your personal books accurate, organized, and continuously tax-ready—so you always have a clear picture of your finances and avoid year-end surprises. I’m a qualified accountant and tax preparer, with certifications in QuickBooks Online (QBO) and Advanced Excel. I can handle your complete monthly bookkeeping, including transaction recording, bank and credit card reconciliations, and maintaining a clean, audit-ready general ledger. Each month, I’ll provide: • Income Statement • Balance Sheet • Cash Flow Statement • PDF + Excel reports • Clear explanations of any discrepancies or unusual transactions At year-end, I’ll ensure your books are properly organized so the financial records flow smoothly into your individual Form 1040 tax return, prepared accurately and ready for e-filing. My focus is not just entering numbers—it’s making your financial information accurate, understandable, and useful to you. I value timely delivery, attention to detail, confidentiality, and clear communication. I’d be glad to become your reliable long-term bookkeeping and tax partner. Best regards, Muzammal
$10 USD in 40 days
6.3
6.3

As an experienced Accountant with over 10 years in the field, I am confident that my skills are well-aligned for your bookkeeping, tax, and financial statement needs. I have a strong expertise in QuickBooks Online (QBO) and have proven my ability to deliver a clean general ledger that is always audit-ready. Moreover, I am proficient in bank and credit card reconciliation which makes me the ideal candidate to ensure the accuracy of your financial transactions. In addition to my technical skills, I place a great emphasis on clear communication and delivering projects on time. You can trust that your monthly income statement, balance sheet, cash-flow statement will be ready for you to review promptly. Furthermore,I am adept at handling VAT compliance across different regions such as UAE,UK,KSA,Qatar which will prove invaluable as per your project needs. Lastly, my exclusive benefits including paying only when you are 100% satisfied and unlimited support even after completion will ensure a long-term partnership where I not only meet but exceed your expectations. Looking forward to discussing how we can achieve your financial goals together.
$12 USD in 40 days
4.8
4.8

I have a few questions: 1. Is your QuickBooks Online file already reconciled, or is there any historical cleanup required before the monthly bookkeeping begins? 2. Are there any self-employment, rental, investment, or other income sources that need to be included in the individual 1040? 3. Do you have prior-year tax returns available so I can maintain consistency in tax treatment and carryforward items? About Me I am a Chartered Accountant and CPA with over 8 years of experience working with US and global clients. I have strong hands-on experience in QuickBooks Online, full-cycle bookkeeping, bank and credit card reconciliations, financial reporting, and US individual tax returns including Form 1040. I can manage the books monthly and ensure the financial records flow accurately into the year-end tax return. Though my profile is new here, I have served more than 300 clients till date.
$12 USD in 40 days
4.4
4.4

Hi, I’d be happy to handle your ongoing bookkeeping and tax preparation. I have solid experience with QuickBooks Online and Excel, including full-cycle bookkeeping, bank/credit card reconciliations, clean general ledgers, and monthly financial reporting. I can keep your books accurate and organized throughout the year and ensure the year-end records are properly prepared for your individual 1040 tax return. I’m reliable, detail-oriented, and focused on clear communication and on-time delivery. I’d be glad to work with you long-term. Best, Arslan
$8 USD in 40 days
2.0
2.0

Hi, I can keep your QuickBooks Online books accurate, reconciled, and up to date on a monthly basis, with clean records that are easy to review and ready for year-end reporting. I have strong experience with QuickBooks Online, Excel, bank/credit card reconciliations, month-end reporting, and U.S. bookkeeping. I can prepare your monthly Income Statement, Balance Sheet, and Cash Flow Statement in both PDF and Excel, while also keeping the books properly organized for the individual 1040 tax return. My focus is accuracy, consistency, clear communication, and meeting deadlines. I’m also comfortable identifying and explaining discrepancies rather than simply adjusting them. I’d be glad to support you on an ongoing basis. Best Regards Bakht Baidar
$8 USD in 40 days
1.4
1.4

The goal is to maintain clean personal books throughout the year so your monthly financial position is always clear and the year-end tax return can be prepared from reconciled records rather than reconstructed at the last minute. As a Chartered Accountant with 10+ years’ experience, I can manage the bookkeeping, financial reporting and tax-compliance workflow with a strong focus on reconciliation and documentation. 1. Monthly Bookkeeping • Record and categorise transactions in QuickBooks Online. • Reconcile all bank and credit-card accounts to statements. • Maintain a clean, review-ready general ledger and promptly flag unusual or unsupported transactions. 2. Monthly Financial Reporting • Prepare Income Statement, Balance Sheet and Cash-Flow Statement every month. 3. Year-End Tax Preparation • Review relevant income, deductions, investments and tax information for completeness. • Prepare the applicable individual return accurately and ready for e-filing. 4. Ongoing Process • Maintain consistent accounting treatment throughout the year. • Keep supporting records organised so year-end tax preparation is efficient. Let’s review your current QBO setup, transaction volume and tax jurisdiction first, after which I’ll confirm the monthly scope, turnaround and professional fee in chat.I can give you fixed fee proposal also.
$8 USD in 10 days
1.0
1.0

Hi, I’d be glad to assist with your ongoing bookkeeping, financial reporting and individual tax preparation. I am a Chartered Accountant and All India Rank 30 holder, with experience in bookkeeping, financial accounting, bank reconciliations, financial reporting and taxation. I can maintain your books on a monthly basis and ensure they remain accurate, reconciled and ready for year-end tax filing. I can handle: Monthly bookkeeping in QuickBooks Online Recording and classification of transactions Bank and credit-card reconciliations Maintaining a clean and properly structured General Ledger Preparation of monthly Income Statement, Balance Sheet and Cash Flow Statement Identification and explanation of unusual transactions or discrepancies Year-end closing and preparation of books for tax filing Preparation/review of your individual US tax return (Form 1040) based on the finalized books and applicable tax information Providing the required reports in PDF and Excel for your records My approach is to maintain the books with the year-end tax return in mind from the beginning, so there are fewer surprises or adjustments when it is time to file. I’m comfortable working with QuickBooks Online and Excel, and can establish a straightforward monthly workflow requiring minimal supervision. I can start immediately and would be happy to build this into a long-term engagement. Regards, Mayank Kedia Chartered Accountant | All India Rank 30
$9.50 USD in 40 days
1.0
1.0

Hi there, I can handle your monthly full-cycle bookkeeping and year-end Form 1040 preparation to keep your personal finances accurate, compliant, and stress-free. Monthly Bookkeeping & Reconciliations: Record all transactions, reconcile bank/credit card accounts in QuickBooks Online, and maintain an audit-ready general ledger. Monthly Financial Reporting: Prepare and deliver your Income Statement, Balance Sheet, and Cash Flow Statement (PDF & Excel) on a strict monthly schedule. Anomaly Flagging: Proactively identify and clearly explain any transaction discrepancies or spikes for your review. Year-End Tax Preparation: Flow your reconciled year-end books straight into a compliant individual tax return (Form 1040) ready for e-filing. I work seamlessly in QBO and Excel, prioritizing accuracy, clear communication, and deadlines. I am ready to step in and get your accounts up to date. Thank you. Best regards, Iqbal Karim
$12 USD in 40 days
0.0
0.0

I have experience in bookkeeping, accounting, bank reconciliation, Excel, and tax-related work. I can maintain accurate and organized books, reconcile accounts, prepare monthly financial statements, and identify discrepancies. I’m detail-oriented, reliable, and available to start immediately for ongoing support.
$8 USD in 20 days
0.0
0.0

Hi, My name is Deep Chandra. I have 12 years of experience in accounts and finance. I can prepared your books from scratch.
$10 USD in 24 days
0.0
0.0

I am Bidhu Bhushan, more then 30 years bookkeeping experience, so I provide accurate, reliable, and confidential bookkeeping services, including recording financial transactions, bank reconciliations, accounts payable and receivable, expense tracking, and monthly financial reports. I ensure organized records, timely updates, and compliance with accounting standards to help businesses make informed financial decisions.
$10 USD in 40 days
0.0
0.0

As an experienced Chartered Accountant with a speciality in small business bookkeeping, I believe I am the ideal candidate for your project. Over the course of my 10+ year career, I have honed my skills in accounting and bookkeeping, offering remote financial support to businesses across India and internationally, just like yours. With me on your team, you'll be able to trust that your finances are not only being kept organized and up-to-date but that they are also in full compliance with all necessary regulations. One of my major strengths is my proficiency with accounting software such as QuickBooks Online. This will enable us to work seamlessly together and ensure that your data stays accurate and easy for you to review at all times. In addition, my bank reconciliation and financial statement preparation expertise will prove invaluable in creating monthly reports that give a clear picture of your financial standing. Above all, I'm committed to accuracy, clear communication, and timely delivery - key attributes that I believe make effective collaborations successful. Choosing me means choosing a professional who understands the importance of making sure nothing falls through the cracks financially for your business. Let's partner up and make sure your books are always audit-ready while keeping your taxes compliant and filing them accurately on time!
$8 USD in 40 days
0.0
0.0

Hi, I have a strong background in accounting, bookkeeping, Excel, bank reconciliation, and financial analysis. I can maintain accurate books, reconcile accounts, and prepare clear monthly financial reports. I am detail-oriented and committed to accurate, timely work. I am comfortable learning your QuickBooks Online workflow and following your existing processes. I would be happy to discuss the scope and requirements of the project.
$12 USD in 40 days
0.0
0.0

Hi, With over seven years of accounting and bookkeeping experience across QuickBooks, Xero, Zoho Books, Sage 50, and Odoo, along with individual tax preparation experience, I can manage your personal books month-to-month and carry that same data straight through to an accurate, on-time 1040. I'll handle full-cycle bookkeeping — recording transactions, reconciling bank and credit-card accounts, and maintaining a clean, audit-ready general ledger in QuickBooks Online. Each month, I'll prepare an Income Statement, Balance Sheet, and Cash-Flow Statement in both PDF and Excel, giving you a clear, ongoing view of your financial position rather than something you only see at year-end. When the year closes, I'll use those same reconciled books to prepare your individual tax return, ensuring continuity between what's recorded monthly and what's ultimately filed — no reconstruction or guesswork needed at tax time. I'll flag any anomalies clearly as I find them throughout the year, rather than surfacing them all at once during filing season. I'm comfortable working in QuickBooks Online and Excel, and open to any additional tools you prefer, as long as the data stays accurate and easy for you to review. Kind regards, Muhammad Amish Imtiaz
$8 USD in 40 days
0.0
0.0

Hi, Thank you for sharing the details of your requirements. I would be happy to assist you with maintaining accurate and well-organized personal financial records and supporting your year-end tax preparation. My services can include • Full-cycle bookkeeping and transaction recording in QuickBooks Online • Monthly bank and credit card reconciliations • Maintaining a clean and accurate general ledger • Identifying and explaining any discrepancies or unusual transactions • Preparation of monthly Income Statement, Balance Sheet, and Cash Flow Statement in both Excel and PDF formats • Year-end review and preparation of organized financial records to support your individual tax return filing I am comfortable working with QuickBooks Online and Excel and believe in maintaining accurate, transparent, and easy-to-review records. My focus will be on timely completion, accuracy, and clear communication throughout the process. I would be happy to discuss your current bookkeeping setup, the number of bank/credit card accounts, and the volume of monthly transactions so we can establish an efficient workflow. I look forward to the opportunity to work with you and provide reliable ongoing accounting support. Best regards, Anand Makwana
$8 USD in 40 days
0.0
0.0

Hello, I am an experienced Bookkeeper with strong knowledge of accounting, data entry, bank reconciliation, invoices, expenses, and financial record management. I can accurately maintain and organize your books, ensure transactions are properly recorded, and keep your financial data up to date. I am detail-oriented, reliable, and committed to completing work accurately and on time. I would be happy to discuss your requirements and start working on your project. Thank you for considering my proposal.
$12 USD in 40 days
0.0
0.0

Hello, I am a Qualified Chartered Accountant with 9+ years of experience in accounting, bookkeeping, taxation, and financial reporting, and I would be pleased to provide ongoing support for your personal bookkeeping and individual tax filing requirements. I understand that you are looking for someone who can maintain your books accurately throughout the year and ensure that the same records flow smoothly into a compliant and timely individual tax return. What I can provide: Full-cycle bookkeeping in QuickBooks Online Recording and categorizing income and expenses Bank and credit card reconciliations General ledger maintenance and review Identification and explanation of unusual or inconsistent transactions Monthly Income Statement, Balance Sheet, and Cash Flow Statement Reports provided in PDF and Excel for easy review Year-end closing and preparation of books for tax filing Preparation of an accurate individual Form 1040 tax return based on properly maintained records Tax compliance review to identify potential errors, missing information, or tax-saving opportunities Timely completion of monthly and year-end deliverables I have extensive experience working with QuickBooks, Excel, accounting reconciliations, financial reporting, and tax compliance. I focus strongly on maintaining clean, organized, and review-ready books so that year-end tax preparation becomes a straightforward process rather than a last-minute exercise.
$12 USD in 40 days
0.0
0.0

Hi there will be working on ur finance core as to maintain ur income and expenses to track on regular basis.
$12 USD in 40 days
0.0
0.0

Hi, I’d be glad to support you with your ongoing bookkeeping, monthly financial reporting, reconciliations, and year-end tax preparation. I have hands-on experience in General Ledger Accounting, Accounts Receivable, reconciliations, accruals, month-end closing, variance analysis, and financial reporting. I also have experience working with US accounting processes, which makes me comfortable handling structured books, maintaining clean ledgers, and preparing accurate financial information for review. For your project, I can assist with: Recording and reviewing transactions accurately Bank and credit card reconciliations Maintaining a clean and audit-ready General Ledger Performing month-end closing activities Preparing monthly Income Statement, Balance Sheet, and Cash Flow Statement Reviewing balances and identifying reconciliation differences or unusual transactions Maintaining supporting schedules in Excel Organizing year-end books so they are tax-ready and easy to review I am highly comfortable with Excel, account reconciliations, financial analysis, and accounting controls, and I place strong emphasis on accuracy, documentation, confidentiality, and timely delivery.
$12 USD in 25 days
0.0
0.0

Kolkata, India
Member since Aug 9, 2026
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$30-250 USD
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₹12500-37500 INR
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$15-25 USD / hour
₹12500-37500 INR
₹100-400 INR / hour
₹12500-37500 INR
$15-25 USD / hour
$30-250 USD
₹12500-37500 INR
₹12500-37500 INR