I will do quickbooks bookkeeping, cleanup, catch up and monthly financial reports
Finance Manager
About this Gig
Hello!
I am a Chartered Accountant with 9+ years of experience as a Finance Manager and a specialized focus on maintaining precise financial records, proficiently managing accounts and providing businesses with the crucial financial insights they need to flourish.
If your QuickBooks Online file is inaccurate, outdated, or confusing, youre flying blind wrong profits, wrong taxes, wrong decisions.
If you are searching for an experienced professional to efficiently handle your bookkeeping records, I would be thrilled to offer my services and schedule a Zoom consultation to discuss your specific requirements to get you clean, accurate and audit-ready books in QuickBooks Online.
Service type:
Full-service bookkeeping
Financial software:
QuickBooks
•
Xero
•
Zoho Books
Industry:
E-Commerce
•
Financial services
•
Real estate
Target country:
Canada
•
United Kingdom
•
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.
FAQ
Can you clean up books from previous years?
Yes. I handle multi-year cleanups, message me first.
Can you work with US, Canada and UK Clients?
Yes. I work with international clients and understand local accounting standards.
Do you provide tax filing?
i do tax filing for US only at the moment, for Canada and UK books will be tax-ready for your CPA.
How do I give you access to my QuickBooks Online or Xero?
QuickBooks: Login into your QuickBooks Online account. On the right top, click the "Gear icon -> Manage Users -> Accounting Firms From setting you need add user (at least standard or admin as per working need).
Can you prepare the financial statements in excel sheet or any other required format?
Yes, I will prepare your required statements in excel and can make them according to your company's previous records or the specific required format. Please mention the required format before placing the order if it is other than PDF or Excel format.
What you need to prepare income statement and balance sheet?
I need the data of your company in recorded form like Trial Balance. If you don't have a trial balance you can provide me with the transactions or bank statements. Sharing raw data will take my additional hours which will cost you in addition to the package but we will work it out for you.
What if we don't have trial balance for profit and loss / balance sheet?
The prices mentioned in the package may differ if you don't have a Trial balance prepared (i.e the final figures for expenses and incomes and assets and liabilities) If we are working through bank statements this will have additional costs to make the numbers for the trial balance.
Can you share your email with us for data sharing or providing access to google Drive or to add in google sheets etc.
Sharing email depends on the need of the order, if we can complete the job without sharing such information then we will avoid it. But if sharing email is the only way to get access to the data and to execute the thing then I will share my email, but all the communication will be through Fiverr.
