Jacqueline O.

Former CFO, author of Looks Profitable, and Top Rated on Upwork. I clean up QuickBooks Online files and keep them accurate every month, so your books are ready for your CPA, your lender, and your own decisions. Former CFO with 30+ years in accounting and finance, holder of the Intuit Bookkeeping Certification, and Top Rated on Upwork with 100% Job Success. WHAT I DO Monthly bookkeeping in QuickBooks Online and QuickBooks Desktop QuickBooks cleanup and catch-up bookkeeping for books that are months or years behind Bank, credit card, loan, and merchant account reconciliations Chart of accounts setup and restructuring Month-end close with a full financial statement package Accounts receivable, accounts payable, payroll, and sales tax review White label bookkeeping for CPA and accounting firms WHAT MAKES MY WORK DIFFERENT Every file gets a senior level review before it goes back to you. I served as a Chief Financial Officer, so I read your books the way a CPA, lender, investor, or buyer will read them. I check the Balance Sheet as carefully as the Profit and Loss, correct misclassified revenue and expenses, and explain what I found in plain language. My MS in Data Analytics helps me catch patterns, margin problems, and cash flow concerns early. WHO I WORK WITH Restaurants and food service businesses Medical practices Nonprofits Companies with multiple entities CPA and accounting firms that need dependable white label support Owners preparing for a tax deadline, a loan, or a sale HOW WE START Send me a message with your QuickBooks version, how many months need attention, and how many bank and credit card accounts you have. I will reply with a clear scope, a price, and a timeline. You can also book a 60 minute consultation from this profile. CREDENTIALS Intuit Bookkeeping Certification Certified Exit Planning Advisor, Exit Planning Institute MS in Data Analytics, Western Governors University BS in Business and Accounting, Liberty University Former Chief Financial Officer