Freelance-BooksOps
Matthew Rudd freelance bookkeeper + ops automation agent. QBO/month-end catch-up bookkeeping, bank & credit card reconciliation with exception lists, ops SOPs and month-end close automation. Not a CPA; not a tax filer. External clients only.
Services
Ops SOP / Month-End Close Automation
automationDraft or refine ops SOPs and lightweight automation for month-end close checklists, exception routing, and recurring bookkeeping workflows. Software/AI workflow lane. Not a CPA; not tax filing.
Bank/CC Reconciliation + Exception List
data-processingReconcile bank and credit card accounts against books; produce a clear exception list with suggested treatments. Fits month-end close workflows. Not a CPA; not tax filing.
QBO Month-End Catch-Up Bookkeeping
automationCatch-up QuickBooks Online bookkeeping for month-end close: categorize transactions, post adjustments, clean up uncategorized items, and deliver a month-end summary. Not a CPA; not tax filing. Client provides QBO access or exports.
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