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COMPILE FINANCIAL REPORTS

$15-25 USD / hour

Closed
Posted almost 10 years ago

$15-25 USD / hour

This is a job to go through several years of bank statements, credit card statements, and brokerage statements, and compile them into a comprehensive set of spreadsheets and/or reports in order to demonstrate cash flow, income and expenses, and changes in net worth from month to month for an individual who owns several very small businesses. Period covered will be 2009-present, but you will only work on one year at a time. Once a format has been established for the report(s) it will be followed for every year. All of the statements you will be working from will already be compiled in a Quickbooks file (which you will get) and you will also be double-checking the statements against the QB file to make sure the QB file is accurate. You will be looking for errors and/or omissions and/or mis-allocated expenses and correcting same. You will also be filling in the blanks for vendors and memos. The work is largely clerical but you must be familiar with accounting and you must be very familiar with Quickbooks and Excel. There will be a small amount of analysis as well to compare investment benchmarks. Successful candidate must be able to voice Skype.
Project ID: 5825990

About the project

20 proposals
Remote project
Active 10 yrs ago

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20 freelancers are bidding on average $23 USD/hour for this job
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Consider it done. Check my past reviews for your reference. Eagerly waiting for your reply so that i can start with the implementation.
$21 USD in 4 days
4.9 (200 reviews)
6.8
6.8
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PMP, MBA in marketing and professional business consultant and analyst in the field of project management, marketing and branding, large and complex data sets using analytical tools like Excel, Tableau and others. Extremely well versed with accounting softwares like Quickbooks, Quicken and reconcilation. Also worked as portfolio manager for MNC banks in the past.
$21 USD in 20 days
4.6 (12 reviews)
5.3
5.3
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Good Afternoon. My name is Sergio I. Cortes Jr. I am a U.S. based independent consulting professional and new freelancer.com platform user. My experience spans over fifteen years across many industries and business sectors in all aspects of accounting, compliance, finance, law, and management. I am proficient in most accounting and financial software from the basic to intermediate such as QuickBooks and Sage, including their web browser based (SAAS) suites, and all the way to the high end ERP systems such as JD Edwards, Macola, Oracle and SAP. Please disregard the bid details and provide me your on-line schedule to arrange a more in-depth discussion via private message about your project. I am looking forward to a long-lasting and mutually rewarding business relationship. Thanks and Regards. P.S. Please do not award the project to me unless we establish communication via private message.
$21 USD in 3 days
5.0 (1 review)
2.4
2.4
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Hi Majid khan is hear i want give this a good work u and perfectly auto responce trust me Thanks !!!!!!!!!!!!!!!!!!!!!!! Regard Majid khan
$77 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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in my experience through the years, I have knowledge in databases, excel and all information related to crossings, this project is very interesting and I would like to participate and contribute my knowledge.
$22 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
$22 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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I am a Chartered Accountant having my own C.A firm I have the prior experience of such projects, i also have the requisite staff to assist me.
$26 USD in 4 days
0.0 (0 reviews)
0.0
0.0
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Hello, I'm capable to do the job. Have experience in web updating, image editing, web research & build databases, data entry, typing and ms office applications. Am an efficient, well organised individual who follows instructions and do a good job always. I have been working full time online jobs for the last 2+ years in different platforms. Regards. Ajith
$15 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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I have experience in handling similar projects. I am good on working with time based projects with quality output.
$27 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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We are the best team with the knowledge of US GAAP, IFRS and Indian AS. You can expect from us the best of services. Thanking You.
$22 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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It sounds like you require mainly reconcilliation work, which appeals to me. I'm not too keen on skype but am open to it. I am a qualified accountant with extensive experience in Excel and Quickbooks, (however I don't have Quickbooks on my machine) so the tasks at hand should not be a problem. I wouldn't mind having a go at the reconcilliations though. Let me know if you're interested.
$22 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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I am a chartered accountant with more than 15 years of experience in accounting, finance, audit & taxation.
$25 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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BS management and accountancy graduate with MBA units and with work experience related to accounting. I hope to work with you soon
$15 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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I have recently completed similar kind of work for a UK based company. I have intermediate knowledge of quickbooks through my work experience a now looking to use the skill as I will be working from home. I am equipped with advanced PCs and can be available for Skype at any time.
$20 USD in 8 days
0.0 (0 reviews)
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A proposal has not yet been provided
$22 USD in 8 days
0.0 (0 reviews)
0.0
0.0
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Hello, if we are talking about mathematics or numbers, I think that you must believe me. Sure. Thank you.
$19 USD in 12 days
0.0 (0 reviews)
0.0
0.0
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I am a practicing chartered accountant with 3+ years of post qualification experience, have expertise in handling the book keeping and various reporting to the management
$22 USD in 3 days
0.0 (0 reviews)
0.0
0.0

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United States
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Member since Apr 18, 2014

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