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Quickbooks Cleanup Jobs in Texas (NOW HIRING)

Marci Shafto CPA LLC

Tax Accountant CPA

Austin, TX

$45K - $65K/yr

Proficiency in Microsoft Excel, and Word, as well as QuickBooks, general ledger cleanup, reconciliations and financial reports * Accounting or Finance degree attained or in progress * Excellent ...

Marci Shafto CPA LLC

Tax Accountant CPA

Austin, TX

$45K - $65K/yr

Proficiency in Microsoft Excel, and Word, as well as QuickBooks, general ledger cleanup, reconciliations and financial reports * Accounting or Finance degree attained or in progress * Excellent ...

Metroplex Tax Advisors LLC

Be Seen First

Bookkeeping, Payroll and Office Assistant

Fort Worth, TX · On-site

$15 - $24/hr

The ideal candidate is detail-oriented, organized, dependable, and experienced with both QuickBooks ... needs. * Assist with cleanup and catch-up bookkeeping projects * Generate financial reports ...

Cat5 Resources LLC

Chief Financial Officer

Beaumont, TX · On-site

$225K - $275K/yr

Sees department-level reporting not as a cleanup task but as a strategic unlock, and treats it ... Administer and optimize QuickBooks Online (QBO) as the core accounting ledger, ensuring proper ...

All JobsQuickbooks Cleanup JobsQuickbooks Cleanup Jobs in Texas

Quickbooks Cleanup information

What are the key skills and qualifications needed to thrive in QuickBooks Cleanup, and why are they important?

To excel at QuickBooks Cleanup, you need strong bookkeeping fundamentals, attention to detail, and familiarity with accounting principles, often supported by experience or certification in QuickBooks. Mastery of QuickBooks Online or Desktop, along with knowledge of standard accounting software and reconciliations, is essential. Excellent problem-solving, organizational skills, and the ability to communicate clearly with clients set top performers apart. These skills ensure accurate financial records, regulatory compliance, and clear financial insights for business decision-making.

What is the difference between Quickbooks Cleanup vs Bookkeeper?

AspectQuickbooks CleanupBookkeeper
CredentialsBasic accounting knowledge, Quickbooks proficiencyBookkeeping certification or experience, Quickbooks skills
Work EnvironmentOften project-based, short-termOngoing, regular bookkeeping tasks
Employer & IndustryAccounting firms, small businessesSmall to medium businesses, accounting firms
Search & Comparison IntentCleaning up Quickbooks files, correcting errorsManaging daily financial records

Quickbooks Cleanup focuses on correcting and organizing existing Quickbooks files, often as a short-term project. Bookkeepers handle ongoing financial record-keeping, including data entry and reconciliations. While both roles require Quickbooks skills, Cleanup is more task-specific, whereas Bookkeepers provide continuous financial management.

What is QuickBooks cleanup?

QuickBooks cleanup is the process of reviewing, organizing, and correcting errors in a QuickBooks account to ensure financial data is accurate and up-to-date. This task often involves reconciling bank statements, fixing miscategorized transactions, removing duplicates, and updating account balances. QuickBooks cleanup is essential for businesses to maintain accurate records, prepare for taxes, and make informed financial decisions.

What are some common challenges faced during a QuickBooks cleanup project, and how can I prepare for them?

QuickBooks cleanup projects often involve sorting through disorganized or inaccurate financial data, addressing duplicate or missing transactions, and reconciling accounts that haven’t been balanced in months or even years. Job seekers should be prepared for investigative work, attention to detail, and frequent communication with clients or team members to clarify unclear transactions. Being familiar with common QuickBooks reports and having a systematic approach to data validation will help streamline the process. Patience and a proactive mindset are key, as you may need to educate clients on best practices to prevent future issues.
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Quickbooks Cleanup jobs near you
Tax Accountant CPA

Tax Accountant CPA

Marci Shafto CPA LLC

Austin, TX

$45K - $65K/yr

Full-time

Medical

Posted 8 days ago

Job description

The accountant would work with the owner to prepare income tax returns on an annual basis as well as assist taxpayers with prior year returns to get them back into compliance with the Internal Revenue Service. Tax return preparation includes fiduciary, business and personal income tax returns, as well as estate and gift tax returns and foreign bank account reporting. 

Requirements:

  • CPA license is preferred but will consider an advanced CPA candidate depending upon experience and accounting education completed.
  • Three to five years preparation of complex business and individual income tax returns required.
  • Drake Tax Preparation experience is a plus.
  • Proficiency in Microsoft Excel, and Word, as well as QuickBooks, general ledger cleanup, reconciliations and financial reports
  • Accounting or Finance degree attained or in progress
  • Excellent written and verbal communication skills are essential.

Qualified candidate is enthusiastic and self-motivated to serve clients, is a team player, and likes complexity and challenges. He or she will work with the owner in providing solutions to various challenges presented by the firm’s clients.

Experience:

  • Tax preparation: 3-5 years complex business, fiduciary and personal returns
  • Quickbooks Desktop and/or Online