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$
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I will do monthly bookkeeping and cleanup in quick books online
Banking Consultant Bookkeeper US TAX Advisor Payroll Assistance
Chapa Wijendra is an expert financial consultant, QuickBooks ProAdvisor Level 2, and Intuit Certified Bookkeeper with a B.S. in Business Management.
Professional Profile Qualifications: Certified Ba...
About this Gig
Looking for an expert to clean up your books or manage your monthly finances? You are in the right place!
I am Chapa, a professional bookkeeper with a B.Sc. in Business Management and over 9 years of experience in the finance and banking industry. As a certified Intuit Bookkeeper and QuickBooks Online ProAdvisor Level 2, I specialize in delivering accurate, stress-free financial tracking so you can focus on growing your business.
I offer comprehensive, full-cycle bookkeeping services tailored to your specific business needs.
My Premium Services Include:
- New Client Onboarding: Setting up your chart of accounts and integrating apps.
- Historical Cleanup & Catch-up: Fixing past errors and bringing messy books up to date.
- Monthly Bookkeeping: Categorizing transactions, managing accounts payable/receivable.
- Bank Reconciliation: Matching bank, credit card, and PayPal statements perfectly.
- Financial Reporting: Delivering clear Profit & Loss statements and Balance Sheets.
Get clean, tax-ready books handled by a seasoned banking professional.
Contact me today to discuss your project before placing an order!
Financial software:
QuickBooks
Industry:
Construction
•
E-Commerce
•
Nonprofit
Target country:
Germany
•
Switzerland
•
United States
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.
My Portfolio
FAQ
What do you need from me to start working on my books?
To begin, I will need accountant access to your QuickBooks Online account. I will also need statements in PDF format for all bank accounts, credit cards, and loan accounts for the period being worked on, along with access to any relevant receipt folders or payment processor summaries (e.g., Stripe
Is my financial data safe and confidential with you?
Yes, absolutely. Your privacy and financial security are my highest priorities. I am happy to sign a Non-Disclosure Agreement (NDA) if required, and I follow strict security protocols to ensure your credentials and data remain completely confidential.
Do you buy the QuickBooks Online subscription for me?
No, the client is responsible for purchasing and maintaining their own QuickBooks Online subscription. I only provide the professional bookkeeping and clean-up services within your active account. (I will advise you how to install quickbook online)
What is the difference between standard monthly bookkeeping and a "clean-up"?
Monthly bookkeeping is ongoing upkeep for current transactions. A clean-up involves going backward in time to fix historical errors, reconcile old missing months, eliminate duplicate entries, and organize an unmanaged Chart of Accounts to make your books accurate again.
Do you file my business taxes or prepare tax returns?
I make your books 100% tax-ready. At the end of our project, I deliver accurate, fully reconciled Profit & Loss statements and Balance Sheets ,If you need to file taxes for your business that would be another project as an EA
How do I calculate my monthly transaction volume?
Your transaction volume is the total number of lines listed on your bank and credit card statements for that month. This includes all individual deposits, withdrawals, sales revenue entries, bank fees, and expense payments combined
Can you catch up or clean up several years of unmanaged books?
Yes, I can handle multi-year clean-ups. Because deep backlogs require significant forensic accounting, please message me directly before placing an order so I can review the scope and provide a realistic custom timeline and price
How will we do the consultation sessions included in the packages?
We will hold our consultation sessions directly through the Fiverr Zoom integration or via Fiverr text chat, depending on your package and preference. We will schedule a time that works best for your time zone.
