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English
$
USD
I will review your quickbooks file and identify bookkeeping issues
Bookkeeping Financial Organization Tax Ready Records
Keeping your business finances organized shouldn’t feel overwhelming. I help small businesses and busy professionals maintain accurate, organized, and tax-ready records through dependable bookkeeping,...
About this Gig
Not sure if your QuickBooks file is accurate?
I provide QuickBooks diagnostic reviews designed to identify bookkeeping errors, reconciliation issues, account inconsistencies, and organizational concerns that may impact financial reporting accuracy.
Services include QuickBooks file review, reconciliation review, financial statement analysis, account review, error identification, and written findings. You will receive a summary of observations and recommendations to help determine whether cleanup or corrective action may be needed.
This service is ideal for business owners who want an independent review of their bookkeeping before tax season, financial reporting, lender requests, business growth, or ongoing bookkeeping engagement.
With over 8 years of accounting experience and advanced accounting education, I understand the importance of accurate bookkeeping and reliable financial information.
Please note that this service is a diagnostic review only and does not include cleanup work, bookkeeping reconstruction, tax preparation, audit support, or IRS representation.
Service type:
Bank reconciliation
•
Other
Financial software:
QuickBooks
Target country:
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.
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FAQ
What is a QuickBooks Diagnostic Review?
A QuickBooks Diagnostic Review is an independent review of your bookkeeping records to identify errors, inconsistencies, reconciliation issues, and organizational concerns.
Will you fix the issues you find?
This service focuses on identifying and documenting issues. Cleanup work is available through a separate Cleanup & Catch-Up Bookkeeping service.
Will I receive a written report?
Yes. All packages include written findings. High-tier packages include more detailed analysis and recommendations.
Is this service useful before tax season?
Yes. Many clients use this service to identify bookkeeping issues before working with their tax preparer.
Do I need QuickBooks Online?
QuickBooks Online is preferred, but QuickBooks Desktop or other accounting software files may also be review depending on file accessibility.
Can you tell me if my books are tax-ready?
I can identify bookkeeping concerns that may impact tax preparation and recommend corrective actions if needed.
Do you provide tax advice?
No. This service does not include tax advice, tax preparation, legal advice or IRS representation.
