Cheynel B.
Tax Preparer & QuickBooks ProAdvisor | Bookkeeping, 1040 & Schedule C
I work with business owners who want a long-term bookkeeping partner, not a one-time fix. I keep your QuickBooks accurate, reconciled and easy to read month after month, and I can prepare your individual tax return when the season comes. Plus, I’ll remain responsive the whole way. I’m a business professional with a diverse background across bookkeeping/accounting, payroll, fund accounting, tax preparation, HR, and operations. I earned my BBA in 2020, and my recent work is focused on keeping books accurate and up to date for small businesses and nonprofits (including restricted funds, grants, and donations). I also prepare individual tax returns as a 2026 AFSP - Record of Completion holder and Authorized IRS e-file Provider. What clients tend to care about most is simple: reliability, quick answers, and confidence the numbers are right. That’s how I work. You’ll get clear communication, steady follow-through, and reporting you can hand to a partner, board, funder, or tax preparer without stress. What ongoing support looks like: I reconcile your bank + credit cards, keep transactions categorized, maintain a clean chart of accounts, and deliver a P&L + Balance Sheet every month. Because the books stay current, nothing turns into a “catch-up later” problem, and tax season is a filing, not a scramble. Rule of thumb: I don’t trust reports until the accounts are reconciled. Core services (where I spend most of my time): • Ongoing QuickBooks Online bookkeeping (monthly or weekly) • Bank/credit card reconciliation + general ledger accuracy • AP/AR: bills, invoicing, payment tracking • Payroll support + compliance workflows (QuickBooks Payroll; Gusto, ADP, Paychex) • Financial reporting (P&L, Balance Sheet) + basics like 941/1099 support • Nonprofit + fund accounting (restricted funds, grants, donations) Individual tax preparation: • Simple returns (Form 1040): W-2 income, standard deduction • Itemized returns, investments and capital gains (Schedules A, B, D) • Self-employed and sole proprietor returns (Schedule C) • K-1 entries and rental income • You’ll see a draft of your return before anything is filed • Not available for CA, NY, MD, OR, or CT returns Best fit: Business owners and individuals who want the same trusted person on their books and taxes year after year. I’m not currently taking on cleanup or catch-up projects. Tools I’m comfortable in: MS Office (Excel, Word, Outlook, etc.) + Google Workspace (Sheets/Docs/Slides) + QuickBooks (Advanced, Payroll, Online ProAdvisor) + Xero (Certified Advisor) + professional tax software. I am not a CPA, enrolled agent, or attorney. IRS representation is limited to examinations of returns I prepared, as allowed for AFSP participants under Circular 230.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $27
Billed in all: $10,984$11k
$27 in the last 6 months
Earnings, last 30 days
Skill rankings: Top 44% in Microsoft Excel
Ranked by MRR among everyone on Upwork with the skill.
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