Umang S.
QuickBooks Cleanup/Catch-Up | Monthly Bookkeeper & Accountant
🏆 Top-Rated Plus | U.S.-Based Accountant | $50K+ Earned on Upwork | 10+ Years of Experience | Big 4 PwC Experience | CPA-Equivalent I’m a U.S.-based accountant in Illinois specializing in QuickBooks cleanup, catch-up bookkeeping, and monthly bookkeeping for small and growing businesses across the United States. If your books are messy, months behind, accounts are not reconciled, or you need a dependable accountant for ongoing monthly bookkeeping, I can help you get everything accurate, organized, and under control. With 10+ years of accounting and taxation experience, including experience with Big 4 firm PwC, I bring strong technical accounting knowledge together with practical experience working directly with business owners. I’m a Chartered Accountant (CPA-Equivalent), QuickBooks Certified ProAdvisor, Certified Xero Advisor, and IRS Certified Tax Preparer and Reviewer. ✅ QuickBooks Cleanup & Catch-Up Bookkeeping I help businesses identify and correct historical accounting issues and bring months or years of bookkeeping up to date. My cleanup and catch-up bookkeeping services include: • Bank and credit card reconciliations • Fixing incorrect, duplicate, or missing transactions • Balance Sheet and General Ledger cleanup • Accounts Receivable and Accounts Payable cleanup • Undeposited Funds and clearing account review • Loan and related-party account reconciliation • Owner equity and opening balance corrections • Chart of Accounts cleanup • Historical bookkeeping and catch-up work • Preparing accurate and tax-ready financial statements My approach to QuickBooks cleanup and catch-up bookkeeping is not simply to recategorize transactions. I first identify why the books are incorrect and then correct the underlying accounting issues. ✅ Monthly Bookkeeping & Month-End Close Once your books are cleaned up and caught up, I can manage your monthly bookkeeping so they remain accurate going forward. My monthly bookkeeping services include: • Monthly bank and credit card reconciliations • Transaction review and categorization • Accounts Payable and Accounts Receivable • Payroll accounting • Month-end close • Profit & Loss and Balance Sheet reporting • General Ledger review • Cash flow and management reporting • Coordination with your CPA or tax preparer My goal with monthly bookkeeping is simple: your books should stay accurate, current, and reliable so you can confidently understand your business finances. ✅ Experienced U.S. Accounting Support Beyond QuickBooks cleanup, catch-up bookkeeping, and monthly bookkeeping, I have experience with multi-entity accounting, class and location tracking, payroll, financial reporting, tax preparation, audit support, and accounting advisory. I have supported clients across e-commerce, real estate, professional services, construction, and other industries, helping business owners move from messy or incomplete books to accurate and organized financials. Whether you need a one-time QuickBooks cleanup, catch-up bookkeeping for several months or years, or dependable monthly bookkeeping, I can help you get your accounting back on track and keep it there. QuickBooks Cleanup | Catch-Up Bookkeeping | Monthly Bookkeeping
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $1k
Billed in all: $56,094$56k
$1k in the last 6 months
Across 2 contracts
Across 28 contracts
Earnings, last 30 days
Skill rankings: Top 29% in Finance
Ranked by MRR among everyone on Upwork with the skill.
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