QuickBooks Self-Employed Bookkeeping Assistance
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
I run a small business on QuickBooks Self-Employed and need hands-on help getting the file in shape and keeping it there.
Here’s what I’m looking for:
• Initial setup of a clean, well-labeled chart of accounts that fits my business model.
• Ongoing categorisation and reconciliation of daily bank and card transactions so nothing lingers in “uncategorised”.
• Clear monthly financial reports—profit & loss, expense breakdowns, and anything else that helps me see where the money goes.
You don’t have to be a long-time pro; solid familiarity with the Self-Employed edition and a careful eye for detail are what matter. I’m happy to walk through my current workflow, share bank feeds, and discuss any questions so you can work efficiently from day one.
Deliverables will feel complete when:
1. The chart of accounts reflects my income streams and expense types without duplicates.
2. All transactions through the current month show as reviewed and reconciled.
3. I can pull a P&L and expense report that tie back to the bank balance without unexplained differences.
If you’re comfortable in QuickBooks Self-Employed and enjoy straightening out small-business books, let’s talk.
Here’s what I’m looking for:
• Initial setup of a clean, well-labeled chart of accounts that fits my business model.
• Ongoing categorisation and reconciliation of daily bank and card transactions so nothing lingers in “uncategorised”.
• Clear monthly financial reports—profit & loss, expense breakdowns, and anything else that helps me see where the money goes.
You don’t have to be a long-time pro; solid familiarity with the Self-Employed edition and a careful eye for detail are what matter. I’m happy to walk through my current workflow, share bank feeds, and discuss any questions so you can work efficiently from day one.
Deliverables will feel complete when:
1. The chart of accounts reflects my income streams and expense types without duplicates.
2. All transactions through the current month show as reviewed and reconciled.
3. I can pull a P&L and expense report that tie back to the bank balance without unexplained differences.
If you’re comfortable in QuickBooks Self-Employed and enjoy straightening out small-business books, let’s talk.
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