I will clean up and reconcile your bookkeeping in excel or google sheets
About this Gig
I clean up and reconcile bookkeeping workbooks in Excel or Google Sheets so your numbers tie out and are ready to use.
I am an accounting and finance professional with 15+ years of experience at a Fortune 500 company. I hold an undergraduate degree in accounting and an MBA with a concentration in taxation, plus certifications in advanced Excel, Power Pivot, and financial modeling (Deloitte).
What I do on this gig:
- Organize messy transaction exports into a clear workbook
- Categorize income and expenses with consistent labels
- Reconcile bank or credit card totals to your statements
- Build a simple summary (P&L and cash summary) with live formulas
- Flag gaps, duplicates, and items that need your judgment
What I do not do:
- No QuickBooks, Xero, or other software logins
- No tax filing, tax advice, audit, or attestation
- No phone calls. Work is file-based only.
How it works: you send your spreadsheet(s) and statements, I return a cleaned workbook with live formulas and a short note on what changed. Every number is checked before delivery. Revisions are included per package.
Message me with a sample file if you want a package recommendation before ordering.
Service type:
Bank reconciliation
•
Clean up
Financial software:
Other
Industry:
Business services & consulting
•
Financial services
Target country:
Canada
•
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
Do you need access to QuickBooks or my bank?
No. Send exported CSVs or Excel/Sheets files and PDF or image statements. I work only in spreadsheet files.
Will the formulas stay editable?
Yes. Deliverables use live formulas you can open and change. Nothing is hardcoded where a formula belongs.
Can you file my taxes or give tax advice?
No. This gig is bookkeeping cleanup and reconciliation in spreadsheets only. It is not tax preparation, tax advice, audit, or attestation.
What if my file is larger than the package?
Message me with row count, number of accounts, and months. I will recommend the right package or a custom offer before you order.
Is there a call or consultation?
No calls. Any consultation happens through Fiverr messages, so you have everything in writing.
