I run a small business and have not kept up with the books. There are about 9 months of bank and card transactions to categorise in Zoho Books, receipts to match, and a few uncategorised transfers I need help understanding. After the catch-up I would like someone to run a monthly close and send me a simple profit and loss.

My accountant is waiting on clean books to prepare the tax filing.

Key Deliverables:

• Data Ingestion & Initial Processing: Importing source data, establishing processing rules, and test sample verification.

• Full Processing & Verified Delivery: Completing remaining records with clean audit trail and final reconciliation.

Requirements:

• Demonstrated experience with QuickBooks, Bank Reconciliation, Expense Tracking, Invoicing

• Async communication preferred with milestone check-ins.

• All company financial files stay strictly within our platform workspace.

• Must process a test sample (10–20 items) for approval before bulk work.

Please include links or examples of similar projects you've completed when submitting your proposal. Thanks!

[!NOTE]

Notice: Data & Business projects involving bookkeeping or financial reconciliation are administrative support only. Not certified public accounting or tax advice.