I will clean up quickbooks, fix errors and prepare audit ready financial statements
UK Accountant and Company Formation and Tax and VAT Consultant
About this Gig
Are your QuickBooks books messy, full of errors, or behind schedule? Do you worry about tax season, investor reviews, or loan applications because your financials aren't accurate?
I specialize in cleaning up QuickBooks files and preparing accurate, audit-ready financial statements. Whether you're a small business owner, startup, or freelancer, I'll review your entire chart of accounts, reconcile transactions, fix categorization errors, and ensure every number tells the truth.
Here's how I work:
- Full Review I analyze your current QuickBooks file to identify errors, duplicates, and missing transactions.
- Clean Up your reconcile bank accounts, credit cards, and loans. I correct misclassified expenses and income.
- Financial Statements prepare your Profit & Loss, Balance Sheet, and Cash Flow Statement all formatted for audit readiness.
- Quality Check I cross-verify all numbers and flag any outstanding issues for your review.
- A clean, error-free QuickBooks file
- Professionally formatted financial statements
- Peace of mind knowing your books are audit-ready and tax-compliant
I work quickly, communicate clearly, and respect your confidentiality. Message me before ordering so we can discuss
Financial software:
QuickBooks
•
Xero
Industry:
E-Commerce
•
Marketing & advertising
•
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
What information do you need from me to get started?
I'll need read only access to your QuickBooks account (or a backup file), bank/credit card statements for the period you want cleaned up, and any notes about unusual transactions. I'll send you a full checklist after you place your order.
How do you handle sensitive financial data?
Confidentiality is my top priority. I never share your data with third parties, and I use secure file transfer methods. If needed, I'm happy to sign an NDA before starting.
How long does the clean-up process take?
Turnaround depends on the volume of transactions and complexity. My packages show standard delivery times, but I always aim to deliver sooner. For urgent requests, message me I may be able to expedite.
Will my financial statements be accepted by my accountant or auditor?
Yes. I follow standard accounting principles and format statements professionally. However, I always recommend having your CPA or auditor review the final files for their specific requirements.
Can you help me if I'm not in the US?
Absolutely. I work with clients globally. Just let me know your country and any local tax or reporting requirements, and I'll tailor the work accordingly.
What if I have more transactions than your package covers?
No problem just message me before ordering. I can customize a package based on your exact volume and needs.
Do you offer monthly bookkeeping after the clean-up?
Yes After the clean up, I can set up recurring monthly bookkeeping. Message me, and we can discuss a custom ongoing plan.
