Gwen H.

𝗨𝗽𝘄𝗼𝗿𝗸 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 🟢 100% 𝗝𝗼𝗯 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 🟢 100+ 𝗝𝗼𝗯𝘀 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝘁𝗵𝗲 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗽𝗿𝗼𝗯𝗹𝗲𝗺𝘀 𝗜 𝗰𝗮𝗻 𝗿𝗲𝘀𝗼𝗹𝘃𝗲 𝗳𝗼𝗿 𝘆𝗼𝘂: 🔵 Keeping QuickBooks up-to-date and ready for tax time 🔵 Correcting errors that cause reports to be inaccurate 🔵 Catching up and/or cleaning up your QuickBooks 🔵 Fixing high or incorrect A/R balance 🔵 Remediate a high or incorrect balance in Undeposited Funds (aka Payments to Deposit) 🔵 Identifying and rectifying the problems causing high or inaccurate Sales figures 🔵 Reversing the errors causing paid invoices to still show as unpaid 🔵 Properly recording business expenses paid with personal funds 🔵 And more... I’m Gwen with Rocket City Tax Accounting LLC. In the last 15+ years I’ve helped many clients setup, cleanup, and maintain their QuickBooks. Successful business growth strategy requires accurate financial reports. So does timely completion of your business tax return(s). But unfortunately, most small business owners are juggling many responsibilities, and oftentimes accounting is not their thing. In my Portfolio section below I've posted videos which briefly cover a few of the jobs I've completed for happy clients, including cleanup/catchup and maintenance projects. 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀: ✅ Elite QuickBooks Online Advanced ProAdvisor & QuickBooks Desktop ProAdvisor ✅ 15+ years of experience in accounting, bookkeeping, and tax prep (at CPA firms and companies) ✅ Experienced in QuickBooks - QuickBooks Online 10+ years, QuickBooks Desktop 15+ years. ✅ Strong attention to detail, tenacious problem-solver 𝗡𝗲𝘅𝘁 𝗦𝘁𝗲𝗽𝘀: 1️⃣ Schedule a Zoom video call to discuss your specific project requirements by replying to my proposal or sending a direct message. Then in Upwork Messages, you can click the small calendar 📅 icon in the upper right corner to access my calendar and schedule the meeting. 2️⃣ During this call let’s review your QuickBooks together via screen share. 3️⃣ After the call I’ll provide specific recommendations on how to proceed. 𝗜𝗳 𝘆𝗼𝘂 𝗵𝗶𝗿𝗲 𝗺𝗲 𝘆𝗼𝘂'𝗹𝗹 𝗻𝗲𝗲𝗱 𝘁𝗼: ➡️ Grant QuickBooks Accountant access (only Accountant users can undo account reconciliations). ➡️ Signup for my secure portal, TaxDome, for exchanging sensitive financial documents (I’ll send you an invite). ➡️ Upload bank and credit statements for all unreconciled months through TaxDome for added security. 📞 Schedule a Zoom video call today in the Upwork Messages screen 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗜 𝘂𝘀𝗲 𝗳𝗼𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀: 🟢 QuickBooks Online and Desktop (of course) 🟢 TaxDome secure client portal 🟢 G-Accon Google Sheets to QuickBooks for bulk import/export 🟢 SaasAnt - same as G-Accon but with different features 🟢 DocuClipper for bulk transaction extraction from account statements 🟢 DocParser - bulk extraction of invoice line items 🟢 Chat GPT for transforming text data into columns, for QuickBooks import 🟢 Patriot Payroll, Gusto Payroll, QuickBooks Payroll 🟢 Qbox - remote access to QuickBooks Desktop files 🟢 RightTool Pro for bulk transaction edit in QuickBooks Online 🟢 Zoom – video conferencing with clients 𝗢𝘁𝗵𝗲𝗿 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗜 𝘂𝘀𝗲: 🔵 Drake Tax for tax preparation 🔵 Calendly 🔵 Clickup 🔵 Adobe Acrobat Pro and Adobe PhotoShop 🔵 WordPress 🔵 Loom 🔵 Microsoft Word, Excel, Access, PowerPoint 🔵 Google Workspace