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Looking for an experienced U.S.-based or U.S.-experienced bookkeeper for an initial paid consultation, with the intent to move into ongoing work if we are a fit.
This is not a simple single-entity setup. I want someone who is comfortable with multi-entity structures and cleanup work, but who also understands how to work cleanly, incrementally, efficiently, batch processing oriented, and under direction (including coordination with a CPA or tax attorney if needed).
High-level situation:
- Multiple LLCs (operating + investment) (3 of them have higher transactions, the rest minimal, most under 10.
- One entity has an S-Corp election; others are default LLCs (S Corp highest transactions)
- 18 Cash accounts
- 3400 transactions in 2024 (this was elevated around 15-25% due to a project in the main S Corp business)
- Prior bookkeeper/CPA used one QBO file and rolled multiple entities together due to low activity and disregarded entities
- 2024 bookkeeping is mostly complete inside that consolidated QBO, with a few missing statements
- 2025 bookkeeping has not been started
- Some entities have minimal activity, others more active
- There may be a decision to separate entities into individual QBO files, but that decision has not yet been finalized
What I need help with:
- Review of current QBO setup and books (consultative, not corrective yet)
- Advice on best path forward:
--Keep consolidated short-term vs.
--Segment entities into separate QBO files
- Completing any remaining 2024 bookkeeping once scope is defined
- Starting clean bookkeeping for 2025
- Ongoing monthly bookkeeping once structure is finalized for 2026
- Clean handoff to CPA / tax attorney when needed
- Confirming accounts connections to QBO as all bookkeeping was done prior by means of saved PDFs
Important notes:
- I am not asking you to make tax decisions or legal judgments
- I want clean, well-documented books that can support future tax work and to know whats going on within the QBO files
- Some cleanup and reclassification may be required depending on final structure
- I value communication and transparency on scope and time required
Engagement structure:
Step 1: Paid consultation (60 minutes or less) to review the current state and recommend a path
Step 2: Defined cleanup / segmentation work (if agreed)
Step 3: Ongoing monthly bookkeeping (optional)
Ideal experience:
- Strong QuickBooks Online experience
- Multi-entity bookkeeping
- Cleanup and historical reconstruction
- Comfortable advising me on working from bank statements and PDFs vs direct sync for accounts (im looking for a streamlined operation)
- Comfortable coordinating with CPAs / attorneys if needed.
- If you have PTIN or are an Enrolled Agent this is bonus
Please include:
- Brief description of similar cleanup or multi-entity work
- Your preferred QBO experience level (Basic / Plus / Advanced clients)
Thank you in advance