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I will clean up and catch up your bookkeeping from statements, tax ready by finance pro
Strategic Finance Leader and Transaction Reconciliation Expert
Senior finance professional with 10+ years building FP&A and strategic finance functions within fast-paced VC and PE-backed companies.
I now help individuals and small businesses with catch-up/clean...
About this Gig
Behind on your books? Send me the statements. You get a clean, reconciled year back, ready for your CPA.
Done-for-you catch-up bookkeeping for solopreneurs, small S-corps, and individuals whose finances got messy: several accounts, business and personal mixed, months (or years) uncategorized, a tax deadline or loan ahead.
How it works:
- You upload PDF or CSV statements for every account. No bank logins, ever.
- I rebuild and reconcile everything and send you a list of anything I need your input on.
- You get the packet: a categorized ledger, every account reconciled to its statements, a monthly P&L with business and personal separated, a deduction schedule mapped to Schedule C lines, and a one-page memo your CPA can file from.
You work with me directly: 10+ years in FP&A and strategic finance for venture-backed startups and PE-backed companies. Not a rotating team or a chatbot. My promise: every account tied to every statement, every month. If you or your CPA finds something that doesn't tie, I fix it free.
Not sure how bad it is? Start with the Health Check: a fixed, honest quote from your real statements, credited to the full job. Or message me; I reply in a day.
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
Do you need my bank logins?
Never. You send PDF or CSV statements through a secure [GP6.1]portal. That's all I need. I don't connect to your accounts, and I delete my working copies of your statements after delivery.
What if some statements are missing?
Most banks let you download 18-24 months online. Where a statement truly can't be retrieved, I document the gap clearly rather than guess, so you know exactly what's missing and why.
Are you a CPA? Do you file my taxes?
No. I organize, reconcile, and explain. Your tax preparer files. What you get is a packet built so your CPA has no follow-up questions, plus a memo listing the few judgment calls they should make.
What do I actually receive?
An Excel workbook you own: categorized ledger, reconciliation report for every account and statement, monthly P&L with business and personal split, Schedule C deduction schedule, a QuickBooks/Xero import file, and a plain-language read of your numbers.
What happens after? Am I locked into anything?
Nothing to cancel. The file is yours. If you want it kept current, I offer a quarterly refresh of the same file, but it's optional and never a subscription.
Why work with me?
Most bookkeepers record. CPAs file. I do the part in between: a finance professional who reconciles every account to the cent, stands behind it, and tells you what your numbers actually say, in plain English. A strategic read your CPA won't give you.
