I will manage your monthly bookkeeping
About this Gig
The monthly bookkeeping package includes:
- Monthly coding of all transactions for 1 - 4 accounts
- Communication with you for any transaction clarification
- Reconciliation of 1 - 4 accounts
- Monthly balance sheet and profit and loss reports
I invite you to contact me to help determine the level of services that you require before booking.
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
How do we get started?
After we have discussed your project, you will need to add me as an accountant user to your QBO file, if you have one. To do this, log into your QBO account. Then click on the Gear Icon / Manage Users. You will choose "Add User" and will need to send the request to my email.
What if I'm not currently using QuickBooks Online?
That's okay! If you need me to set up a QBO file for your company and start from scratch, just let me know and I can help you with that.
Can you import prior years' transactions into QBO?
Yes! I will just need a CSV file with the transactions or your bank statements.
Are you available to be my long-term bookkeeper?
Absolutely! My goal is to establish a long-term relationship with you.
What industries do you serve?
I work with a wide variety of industries! I love having a variety of clients that I work with.
Can you catch up on prior years or historical transactions?
Most certainly! I can go back as far as you need to import and code transactions to make sure that your financial history is accurate.
Should I contact you before placing an order?
Yes, please do. This way we can discuss your needs and pain points to make sure that we are selecting the correct level of service for you.
How can I find out more about you?
As a QuickBooks Online ProAdvisor, you can find me listed in their ProAdvisor directory. You can also learn more about me from my website www.likeadreambookkeeping.com or schedule a discovery call with me.
