James B.
QuickBooks Cleanup & Catch-Up Specialist | CPA-Ready Financials | QBO
QuickBooks Cleanup & Catch-Up Specialist | CPA-Ready Financials for Service Businesses Behind on your books? Multiple years unreconciled? CPA asking questions you can’t answer? I specialize in structured QuickBooks Online cleanup and catch-up projects for service-based small businesses that need their numbers accurate — fast. If your books are messy, unclear, or tax-season stressful, I fix the root problem — not just the surface transactions. What I Do Best ✔ Full QuickBooks Cleanup (2022–Present) ✔ Bank & Credit Card Reconciliation (Even If Years Behind) ✔ Clearing Uncategorized & Suspense Accounts ✔ Fixing Opening Balances & Equity Issues ✔ Delivering CPA-Ready Profit & Loss & Balance Sheets My Structured Approach 1️⃣ Diagnostic Review (Clear scope before work begins) 2️⃣ Defined Cleanup Plan (No runaway billing) 3️⃣ Year-by-Year Reconciliation & Correction 4️⃣ Final CPA-Ready Financial Reports You’ll always know: What’s wrong What it will take to fix What it will cost Who I Work With Service businesses that: - Are behind on bookkeeping - Need cleanup before filing taxes - Want clarity on profitability - Don’t want to hire a full-time bookkeeper If your books feel overwhelming, I can bring them back under control quickly and professionally. Send me a message and tell me: • How many bank/credit card accounts you have • The last year fully reconciled • Whether taxes have been filed I’ll recommend the next step.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $2
Billed in all: $1,522$1.5k
$2 in the last 6 months
Across 2 contracts
Earnings, last 30 days
Skill rankings: Top 46% in Microsoft Excel
Ranked by MRR among everyone on Upwork with the skill.
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