Quickbooks Expert to Help me prep for taxes, set up budgets and reconcile accounts

So... I am an attorney and consultant, my wife is a chiropractor. We are in So Cal. We each have sole proprietor accounts at B of A and related biz credit cards. Then there is the home account and credit card. Right now I have a separate QB account for my biz. My wifes account and family account are in separate QB. We both had separate bookkeepers for our businesses, and I want it all under one roof. My bookkeeper got a full-time job. My wifes bookkeeper never gets anything in on time.

I want to put all into one QB account and then manage it monthly, reconciling bank and cc statements and preparing P&Ls for the biz and a monthly budget for the home.

Last, set up the account for tax prep purposes.

I would like to see if I can get a flat fee quote for pulling together the accounts and then managing them monthly. I am willing to do a phone call or Zoom meeting to get clarity. A condition of being hired is a background check (since you will be having access to our financials, you are not in my town, and I do not know you. I will also ask for two references I can call).
I would like to have this relationship for years so I want somebody who will not leave as soon as they get another job.
About the recuiter
Member since Jul 2, 2017
Sam L.
from Scotland, United Kingdom

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