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I will do qb bookkeeping quickbooks help quickbooks desktop monthly bookkeeping xero
Certified QuickBooks ProAdvisor Accounting Architect
Cᴇʀᴛɪꜰɪᴇᴅ QᴜɪᴄᴋBᴏᴏᴋꜱ PʀᴏAᴅᴠɪꜱᴏʀ | Aᴄᴄᴏᴜɴᴛɪɴɢ Aʀᴄʜɪᴛᴇᴄᴛ
Messy books cause business stress. I turn chaotic records into clean, tax ready financial systems so you can make confident decisions.
𝗪𝗵𝗮𝘁...
About this Gig
Certified QuickBooks ProAdvisor | Accounting Architect
Messy books cause business stress. I turn chaotic records into clean, tax-ready financial systems so you can make confident decisions.
Why Choose This Gig:
- 100% accurate, tax-ready financials
- Seamless multi-platform integrations
- Transparent communication & data security
Choose Your Package:
1. Monthly Tune-Up: For current-month upkeep. Includes 2 bank/CC accounts & up to 100 transactions reconciled. (No historical cleanup).
2. Deep Clean & Catch-Up: Missed months of data? Full cleanup for up to 12 months backlog or 500 transactions. Broken bank feeds fixed.
3. Setup & Integration: Switching to QBO? Custom Chart of Accounts, system migration, and automated pipelines (Shopify/Stripe/Zapier). Max 1-year history.
CRITICAL PROJECT BOUNDARIES:
- Packages are strictly capped by transaction volume and historical timeframes as listed above.
- Prior tax years requiring reopening are subject to custom quotes.
- Message me with your transaction count before ordering for a custom offer!
Financial software:
QuickBooks
•
Xero
•
Microsoft Dynamics 365
Industry:
Business services & consulting
Target Country:
New Zealand
•
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.
My Portfolio
FAQ
What if my cleanup requires more than 12 months or 500 transactions?
My standard packages are strictly capped by these limits to guarantee accuracy. If your backlog spans multiple years or has a higher transaction count, please send me a message first. I will analyze your data and provide a custom, clear quote tailored to your exact scope.
Do I need to give you my master login password to my QuickBooks account?
No, never share your password. To work on your books, you will simply invite me as an "Accounting User" through your QuickBooks settings using my email address. This keeps your credentials 100% secure while giving me the necessary backend access to reconcile your data.
What happens if I am missing bank statements, invoices, or receipts?
To ensure clean data streams, I need all relevant statements. For missing receipts, I will group those transactions into a temporary folder named "Ask My Accountant." This allows us to keep moving forward and ensures your books can be closed out cleanly for your tax deadlines.
Do you handle custom API integrations for e-commerce platforms?
I handle all native QuickBooks integrations and standard middleware tools like Zapier for platforms like Stripe, Shopify, and PayPal. However, if your business operations require custom-coded webhooks or developer-level API scripts, please message me to discuss the tech scope.
Can you fix errors in a prior year where I have already filed taxes?
Yes, but altering historical data that has already been submitted to tax authorities requires precise care so it does not conflict with your past returns. Please notify me immediately if we are dealing with a closed tax year so we can align the cleanup with your previous filings.
