I will do professional accounting and bookkeeping
US Tax and Financial Consultant
About this Gig
Is your bookkeeping messy, months behind, or taking valuable time away from running your business? Let me handle it accurately, efficiently, and entirely on schedule.
WHAT I WILL DELIVER
- Monthly Transaction Categorization & Coding
- Bank Reconciliation (Checking, Savings, Credit Cards)
- Accounts Receivable (AR) Management Invoice Tracking & Aging Reports
- Accounts Payable (AP) Management Bill Entry & Vendor Tracking
- Chart of Accounts Setup, Review & Cleanup
- QuickBooks Online Setup, Migration & Troubleshooting
- Xero Setup, Cleanup & Account Migration
- Wave Accounting Setup & Ongoing Management
- Profit & Loss Statement (Monthly / Quarterly / Annual)
- Balance Sheet Preparation
- Cash Flow Statement
- Year-End Close & Tax-Ready Financial Package
- Catch-Up & Backlog Bookkeeping (Weeks, Months, or Years)
- Payroll Journal Entries & Reconciliation Support
INDUSTRIES SERVED
- E-Commerce Amazon, Shopify, eBay, WooCommerce
- Professional Services Consulting, Legal, Healthcare
- Real Estate Rental Property & Property Management
- Retail & Wholesale Inventory-Based Businesses
- Restaurants & Food Service
- Transportation & Logistics
- Startups & Early-Stage Companies
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
Do I need to give you access to my QuickBooks account?
Yes. Read-only or accountant-level access is preferred for QuickBooks Online and Xero. Alternatively, you can provide CSV bank export files and I will upload and categorize them.
Can you clean up a mess left by a previous bookkeeper?
Yes. Catch-up and clean-up bookkeeping is one of my most common services. Please message me with the period and current state of your books for an accurate quote.
Will my books be ready for my CPA or tax preparer?
Yes. I deliver a complete, reconciled, tax-ready financial package profit and loss, balance sheet, and a transaction detail report at the end of every engagement.
Do you provide ongoing monthly bookkeeping?
Yes. Monthly retainer arrangements are available and come with priority turnaround and discounted rates. Message me to discuss an ongoing engagement.
What if I am behind by more than a year?
No problem. Catch-up bookkeeping for multiple prior years is accepted. The scope and pricing will be confirmed after you share your transaction history.
