I will do financial management and bookkeeping for u
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About this Gig
Are you looking for a reliable expert to handle your business finances accurately? I am a professional bookkeeper and accountant specializing in QuickBooks Online, Zoho Books, and Microsoft Excel. I help business owners streamline their financial operations, ensuring every transaction is recorded correctly and your books are always audit-ready.
Services Offered:
- Company Setup: Setting up your new company and a customized Chart of Accounts.
- Bookkeeping: Daily recording of sales, purchases, expenses, and journal entries.
- Reconciliation: Accurate bank, credit card, and PayPal statement reconciliations.
- Management of AR & AP: Tracking Accounts Receivable (invoices) and Accounts Payable (bills).
- Financial Reporting: Preparation of Balance Sheets, Profit & Loss statements, and Cash Flow statements.
- Data Cleanup: Categorizing messy transactions and fixing historical bookkeeping errors.
- Inventory Management: Tracking stock levels and product management within accounting software.
- Excel Solutions: Advanced data entry, formatting, and financial modeling in Excel.
#bookkeeping #quickbooks online #zohobooks #financial statements #bank reconciliation
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
1. What information do you need to get started?
To begin, I will need "Accountant Access" to your QuickBooks Online or Zoho Books account. For reconciliation tasks, I’ll also need your bank/credit card statements in PDF or Excel/CSV format for the specific period.
2. Is my financial data safe with you?
Absolutely. Your data security and confidentiality are my top priorities. I follow strict professional ethics and can sign a Non-Disclosure Agreement (NDA) if required.
3. Can you clean up my books from previous years?
Yes! I specialize in historical bookkeeping and data cleanup. Whether your books are messy or haven't been updated in months (or years), I can categorize transactions and reconcile everything to make them audit-ready.
4. Do you provide tax filing services?
I provide the "Tax-Ready" financial reports (Profit & Loss and Balance Sheet) that your CPA or tax accountant will need. While I handle the bookkeeping and accounting, I recommend consulting a tax specialist for final filing in your specific jurisdiction.
5. How do you handle categorization if you aren't sure about a transaction?
I never guess. If a transaction is unclear, I will categorize it under "Uncategorized" or "Ask My Accountant" and send you a list for clarification at the end of the week or project.
6. Can you work with Excel if I don’t use QuickBooks or Zoho?
Yes, I am an Excel expert. I can create custom bookkeeping templates, track expenses, and generate financial summaries using advanced formulas and Pivot Tables if you prefer not to use accounting software.
7. Do you offer monthly ongoing bookkeeping?
Yes, I offer monthly or weekly retainer packages. This ensures your books stay up-to-date in real-time, allowing you to focus entirely on growing your business.

