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James B.

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.

🇺🇸Madisonville, United States$25/hr100% JSSSince Jul 2025

Earnings and projects

MRR
$0

Last 6 months ÷ 6

World#182,633 / 412k
🇺🇸Country#23,575 / 62.1k
Revenue, last 30 days
$0

Last 6 months: $2

Total earnings
$1.4k

Billed in all: $1.5k

World#362,874 / 412k
🇺🇸Country#55,642 / 62.1k
Per project
$1.4k

$2 in the last 6 months

World#97,930 / 412k
🇺🇸Country#16,651 / 62.1k
Projects, last 6 months
1
0% fixed100% hourly
World#128,095 / 412k
🇺🇸Country#16,472 / 62.1k
Projects in all
1

Across 2 contracts

0% fixed100% hourly
World#360,674 / 412k
🇺🇸Country#53,151 / 62.1k

Earnings, last 30 days

$1.5kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$1,500$1,520$1,540$1,560Oct 9Oct 24Nov 8

Skill rankings: Top 46% in Microsoft Excel

Ranked by MRR among everyone on Upwork with the skill.

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  3. #854Accounts Payable Management1,642 freelancers · 🇺🇸 #145Top 52%
  4. #930Accounts Receivable Management1,799 freelancers · 🇺🇸 #162Top 52%
  5. #1,441Financial Reporting2,681 freelancers · 🇺🇸 #259Top 54%
  6. #1,460Payroll Accounting2,679 freelancers · 🇺🇸 #304Top 54%
  7. #2,700Bank Reconciliation4,687 freelancers · 🇺🇸 #380Top 58%
  8. #2,713QuickBooks Online4,703 freelancers · 🇺🇸 #505Top 58%