Robert

BOOKKEEPER | US TAX PREPARER| Drake | Proconnect | Quickbooks | QBO | Xero

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Overview

Looking for full-time work (8 hours/day)

at $8.43/hour ($1,664.00/month)

Bachelor's degree

Last Active

September 19th, 2026 (6 days ago)

Member Since

March 7th, 2022

Profile Description

Looking for a reliable, detail-driven Virtual Bookkeeper and US Tax Preparer Trainee who can keep your financial records accurate and support organized, review-ready tax returns?

YOUR SEARCH ENDS HERE!

Former Mechanical Engineer turned US Tax Preparer Trainee and certified QuickBooks Online and Xero Bookkeeping Professional, meet Robert Cope.

I support US and Australian businesses through accurate bookkeeping, account reconciliations, financial reporting, tax document review, and individual tax return preparation support.

US TAX PREPARATION SKILLS:

1. US Individual Tax Preparation - Preparing federal and state mock tax returns using ProConnect Tax and Drake Tax

2. Form 1040 Preparation - Entering taxpayer information, income, deductions, payments, and tax credits into Form 1040 and applicable schedules

3. Tax Document Review - Reviewing W-2s, 1099s, tax organizers, mortgage statements, brokerage documents, education records, and other supporting documents

4. Federal and State Tax Returns - Working through individual tax scenarios involving federal and multi-state filing requirements

5. Tax Credits and Deductions - Hands-on training involving itemized deductions, education credits, adoption credits, child-related credits, residential energy credits, foreign tax credits, investment interest, and casualty losses

6. ProConnect Tax and Drake Tax - Preparing the same tax return in both platforms, comparing outputs, identifying discrepancies, and verifying accuracy

7. Tax Return Review - Checking data entries, supporting documents, calculations, forms, schedules, diagnostics, and final return outputs before review

8. Tax-Preparer-Ready Bookkeeping - Organizing and reconciling financial records so tax professionals receive complete, accurate, and properly categorized books

CORE BOOKKEEPING SKILLS:

1. QuickBooks Online Bookkeeping - Transaction categorization, bank feeds, customer invoices, vendor bills, reconciliations, and monthly reporting

2. Xero Bookkeeping - Full-cycle bookkeeping, chart of accounts support, bank reconciliation, invoicing, transaction coding, and financial reporting

3. US Bookkeeping Support - Clean books, accurate categorization, AP/AR tracking, financial reporting, and tax-preparer-ready records

4. Australian Bookkeeping Support - GST coding, payroll and superannuation support, BAS/IAS-ready books, and compliance-focused workflows

5. Bank and Credit Card Reconciliation - Matching transactions, investigating discrepancies, correcting duplicates, and reconciling accounts accurately

6. Accounts Payable and Receivable - Managing customer invoices, supplier bills, collections tracking, and payment monitoring

7. Financial Reporting - Preparing Profit and Loss, Balance Sheet, Cash Flow, and cash-basis and accrual-basis reports

8. Catch-Up and Clean-Up Bookkeeping - Correcting miscoded transactions, resolving duplicate entries, and bringing overdue accounts up to date

9. Hubdoc and Dext - Receipt capture, source-document management, and organized financial records

10. Excel and Data Accuracy - Maintaining accurate spreadsheets, reviewing financial information, and organizing high-volume data

PROVEN RESULTS:

* Earned 100/100 on a comprehensive US individual tax return assignment
* Completed the same tax return case in ProConnect Tax and Drake Tax to verify outputs and strengthen software proficiency
* Completed a January to December 2025 QuickBooks Online bookkeeping case for a US consulting company
* Reconciled all 12 months to a $0.00 difference
* Earned Top 2 Performer recognition from Borderless Accountants
* Received the Helping Hands Award for accuracy, consistency, and peer support
* Completed hands-on Australian bookkeeping workflows using Xero
* Supported transaction coding, AP/AR, invoicing, payroll scenarios, GST/BAS workflows, cleanup, and financial reporting

WHAT I DELIVER:

* Accurate and organized financial records
* Proper transaction coding and categorization
* Timely bank and credit card reconciliations
* Clean books prepared for tax review
* Careful tax document review and data entry
* Organized Form 1040 preparation support
* Clear financial reports for better decision-making
* Thorough documentation of missing information and discrepancies
* Reliable communication and consistent progress updates
* Strong attention to detail with no shortcuts and no guesswork

SOFTWARE AND TOOLS:

ProConnect Tax | Drake Tax | QuickBooks Online | Xero | Hubdoc | Dext | Microsoft Excel | Google Workspace

READY TO GET YOUR BOOKS AND TAX DOCUMENTS ORGANIZED?

Whether you need ongoing bookkeeping, catch-up and cleanup work, tax-preparer-ready financial records, or support preparing individual tax returns, I am ready to help.

Send me a message today, and let’s get your financial records accurate, organized, and ready for review.

US Tax Preparer Trainee | Virtual Bookkeeper | QuickBooks Online Bookkeeper | Xero Bookkeeper | US Bookkeeping | Australian Bookkeeping | Form 1040 | ProConnect Tax | Drake Tax