I will do monthly bookkeeping and financial statements
Certified QuickBooks and Xero Bookkeeper, Cleanup, CatchUp, Monthly Bookkeeping
About this Gig
If your monthly books are behind or inconsistent, youre making business decisions in the dark. I will maintain clean, reconciled, and tax-ready bookkeeping for your business each month, so you always know where you stand.
What you get (package-based): accurate transaction categorization, bank/credit card reconciliation, and clean financial statements (Profit & Loss + Balance Sheet). I focus on bookkeeping not tax filing and I work with common accounting workflows used by small businesses worldwide
Message me anytime if youre not sure which package fits; I can also create a custom offer for multi-month or multi-entity work.
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 do you need from me to start?
I’ll need access to your accounting software, bank/credit card statements, and any relevant financial documents. I’ll guide you through everything needed to get started.
Do you reconcile bank and credit card accounts?
Yes. I reconcile bank and credit card accounts to ensure transactions are accurately recorded and your books match the statements.
Will the books be “tax-ready”?
Yes. I organize and categorize your transactions and reconcile your accounts so your books are properly prepared for tax filing. Your tax professional can then use the reports for tax preparation.
Do you file taxes or provide tax advice?
No. I provide bookkeeping and financial reporting services but do not file tax returns or provide tax advice. I can, however, prepare accurate, organized books for your tax professional.
What if I have more transactions than the package limit?
No problem. If your transaction volume exceeds the package limit, I can provide a customized offer based on your actual bookkeeping needs.
Can you work with multiple bank accounts and payment processors?
Yes. I can manage and reconcile multiple bank accounts, credit cards, and payment processors such as PayPal, Stripe, Shopify, Amazon, and others.
How do revisions work?
I’m happy to make reasonable revisions if something needs clarification or adjustment. My goal is to ensure the completed work meets your expectations.
Can this become ongoing monthly support?
Absolutely. I offer ongoing monthly bookkeeping support to keep your books accurate, reconciled, and up to date.
How do you protect my financial data?
I treat all client financial information as confidential and use secure, authorized access methods. I never share client information with third parties without permission.

