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Fiverr Pro
English
$
USD
I will clean books clear decisions every month
About this Gig
Are you behind on your books or struggling to make sense of your financials?
I'm a CPA Candidate and Finance Associate with 15+ years of experience in full-cycle bookkeeping, accounts payable and receivable, bank reconciliations, and financial statement preparation. I've managed books across multiple industries including landscaping, retail franchises, CPA firms, and fiduciary trust accounting for ultra-high-net-worth clients.
What I bring to your business:
- Full-cycle bookkeeping AP, AR, cash receipts, and bank reconciliations
- Monthly financial statements P&L, Balance Sheet, and Cash Flow
- QuickBooks Online entry, categorization, and cleanup
- Budget vs. actuals variance analysis with actionable insights
- AR aging reports to keep your cash flow healthy
- Meticulous audit trails and regulatory compliance
Why clients trust me: I've reconciled hundreds of millions of dollars in daily transactions and prepared financials for multi-entity structures. Whether you're a solo entrepreneur or a multi-location business, I bring the same rigor and attention to detail to every set of books.
Who I work best with: Small business owners who need reliable monthly bookkeeping Entrepreneurs who are behind
Financial software:
Oracle PeopleSoft
•
QuickBooks
•
SAP BPC
Industry:
E-Commerce
•
Environmental
•
Financial services
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.
FAQ
What information do I need to provide to get started?
I'll need access to your bank and credit card statements for the period we're working on, your QuickBooks Online file (if you have one), and a brief overview of your business and how you categorize expenses.
What if I'm months or years behind on my bookkeeping?
Catch-up bookkeeping is one of my specialties. Message me before ordering and let me know how far behind you are. I'll give you a custom quote based on the number of months and transaction volume involved.
Do you work in QuickBooks Online?
Yes, QuickBooks Online is my primary tool. If you don't have a QBO account yet, I can help you get set up. I can also work in Excel or Google Sheets if you prefer.
Will my financial information be kept confidential?
Absolutely. I treat every client's financial data with strict confidentiality. I have a professional background in fiduciary accounting, where discretion and data integrity are non-negotiable standards.
How do you determine which package is right for me?
It depends on your transaction volume and the number of accounts you have. As a general guide — Basic is ideal for freelancers or very small businesses, Standard fits most small businesses, and Premium is best for multi-account businesses needing full financial reporting.
Do you offer ongoing monthly bookkeeping?
Yes. Many of my clients work with me on a recurring monthly basis. Once we complete your first month, I can set up a recurring order so your books stay current every month without you having to think about it.
What is your revision policy?
Each package includes a set number of revisions. A revision covers corrections to work already delivered — for example, a miscategorized transaction or a formatting change. Significant scope additions are handled as a separate order or gig extra.
