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$
USD
I will do quickbooks online setup, cleanup, and catch up bookkeeping
CPA and Financial Management Specialist
Certified Public Accountant (CPA) and Financial Manager with experience in corporate finance, operational auditing, and cash flow control. I build 12-month cash flow forecasting tools, sales & expense...
About this Gig
Need your QuickBooks Online properly set up, or is your account behind and full of uncategorized transactions?
I am Samir (Mizan), a Certified Public Accountant (CPA) based in Colombia with 25+ years of financial experience, specializing in QuickBooks Online setup, historical cleanup, and account reconciliations.
WHAT THIS GIG OFFERS:
1. QUICKBOOKS ONLINE SETUP:
Tailored Chart of Accounts (COA) for your industry
Company settings, invoice templates, and product/service items
Bank feed connections and opening balance setup
2. CLEANUP & CATCH-UP SERVICES:
Categorization of multi-month transaction backlogs
Bank and credit card statement reconciliations
Fixing "Undeposited Funds", duplicates, and negative balances
Accurate Profit & Loss, Balance Sheet, and Cash Flow reports
WHAT YOU WILL RECEIVE:
A clean, audit-ready QuickBooks Online file
Zero-discrepancy reconciliation reports
Clear summary of findings and pending items
NOTE: This service covers bookkeeping setup and cleanup. It does not include tax preparation, filing, or statutory audit.
Please message me before ordering to evaluate your QBO account first!
Service type:
Bank reconciliation
•
Chart of accounts
•
Clean up
Financial software:
QuickBooks
Target country:
Canada
•
Colombia
•
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 the difference between Setup, Cleanup, and Catch-up?
Setup is for new QBO accounts that need a tailored Chart of Accounts and initial settings. Cleanup fixes errors, duplicates, or miscategorized transactions in existing accounts. Catch-up brings multi-month backlogs up to date.
Do you need my bank or QuickBooks login password?
No, never share passwords. You only need to invite me as an Accountant User directly inside QuickBooks Online using my email address. I will provide simple instructions if needed.
Will you connect my bank feeds directly?
For security reasons, bank feed connections require your direct multi-factor authentication. I will guide you step-by-step through the connection process or import bank statements directly via official CSV/QBO files.
What if my books are more than 6 months behind or have high transaction volume?
Please send me a direct message before ordering. I will review your QBO file, assess the total volume, and send you a custom tailored offer that fits your exact scope.
Do you prepare or file business taxes?
No. This service provides bookkeeping setup, remediation, and audit-ready financial statements. It does not include tax filing, statutory tax preparation, or legal advice.
