I will setup, cleanup and catchup quickbooks and xero bookkeeping
Financial Analyst Remote Accountant Certified Bookkeeper Excel Expert
About this Gig
Greetings!
As a qualified accountant with 9+ years of experience in financial management and cloud accounting, I specialize in setting up and managing QuickBooks and Xero to help businesses of all sizes maintain accurate and efficient financial records.
Here's what I offer:
- Full setup and customization of QuickBooks or Xero for your business
- Set up a Chart of Accounts tailored to your business
- Handle new setup, cleanup, and catch-up of messy books
- Ensure accurate categorization of all transactions
- Perform complete bank and credit card reconciliations
- Prepare Income Statements, Balance Sheets, and Cash Flow Statements
- Create custom financial reports based on client requirements
Why choose me?
- Certified in QuickBooks and Xero
- Proven track record of helping businesses save time and reduce errors
- Experience with both startups and established businesses
- Reliable, timely, and detail-oriented service
Get in touch today to discuss how I can help you set up your accounting system and keep your books in order. Lets get started on making your financial management stress-free!
Reporting frequency:
Monthly
•
Quarterly
•
Annually
•
Ad-hoc
Target country:
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 information do I need to provide to get started?
You'll need to provide access to your QuickBooks or Xero account (or let me help you create one), details about your business, and your bank/credit card accounts that need to be connected. Any specific preferences, like chart of accounts or categorization needs, should also be shared upfront.
How long does it take to set up QuickBooks/Xero for my business?
The time frame depends on the complexity of your business and the amount of data that needs to be entered. Typically, a basic setup can be completed within 1-3 days. I’ll give you a more accurate timeline once I’ve assessed your specific requirements.
Can you help migrate my data from another accounting system?
Yes, I offer data migration services. If you’re switching from another accounting software to QuickBooks or Xero, I can assist with exporting and importing your data accurately, ensuring a smooth transition.
Will you offer ongoing support after the setup is complete?
Absolutely! I provide ongoing bookkeeping, maintenance, and support services to help you stay on track. You can also choose one-time consultations if you need help with specific tasks in the future.
Do you offer custom financial reports?
Yes, I can generate custom financial reports based on your needs, such as Profit & Loss, Balance Sheets, Cash Flow Statements, and more. Let me know what specific reports you need, and I’ll ensure they are set up for you.
2 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
C chrisnichols122

United Kingdom
Working with him was seamless. very informative and helpful. i will use long term as nothing is a problem only solutions
Up to $50
Price
3 days
Duration
A 
Seller's Response
Helpful?Q 
qalamedia
Repeat Client

United States
Fintech Pro was an absolute pleasure to work with—professional, cooperative, and responsive throughout! Their deep understanding of accounting truly EXCEEDED expectations and made the entire process seamless. Highly recommend! 💪
$50-$100
Price
3 days
Duration
A 
Seller's Response
Helpful?
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
C chrisnichols122

United Kingdom
Working with him was seamless. very informative and helpful. i will use long term as nothing is a problem only solutions
Up to $50
Price
3 days
Duration
A 
Seller's Response
Helpful?Q 
qalamedia
Repeat Client

United States
Fintech Pro was an absolute pleasure to work with—professional, cooperative, and responsive throughout! Their deep understanding of accounting truly EXCEEDED expectations and made the entire process seamless. Highly recommend! 💪
$50-$100
Price
3 days
Duration
A 
Seller's Response
Helpful?

