I will do clean up, setup and bookkeeping on quickbooks, xero and sage
About this Gig
Looking for flawless books and accurate financial tracking? Ive got you covered.
As a professional accountant, I will clean up, catch up, and reconcile your bank and credit card statements to keep your business financially healthy. Whether you use QuickBooks, Xero, or Sage, I deliver precise financial reporting that ensures you are tax-ready.
What I Offer:
Accurate bank & credit card reconciliation (up to 300+ transactions).
Comprehensive accounts clean-up and catch-up.
Professional software setup (QuickBooks/Xero/Sage).
Discrepancy resolution and organized financial data.
Why Choose This Gig?
Expert in QuickBooks Online, Xero, and Sage.
Tailored packages ranging from 100 to 300+ monthly transactions.
Fast turnaround with 100% data confidentiality.
Please drop me a message before placing an order so we can discuss your specific transaction volume!
Financial software:
QuickBooks
•
Xero
•
Sage
Industry:
E-Commerce
•
Financial services
•
Real estate
Target Country:
France
•
United Kingdom
•
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.
Other Accounting Services I Offer
FAQ
What information or access do you need from me to start?
To begin, I will need accountant-level access to your bookkeeping software (QuickBooks, Xero, or Sage). I will also need your bank/credit card statements in PDF format or Excel/CSV format for the period that needs to be cleaned up or reconciled.
Will you need my bank login credentials?
No, absolutely not. I never ask for your bank login credentials or password. You only need to provide me with downloaded PDF or Excel/CSV statements, or view-only access if your bank supports it. Your security is my top priority.
Why do you request that I contact you before placing an order?
Every business has a unique financial structure. Contacting me first allows us to review your exact transaction volume, discuss the complexity of your accounts, and ensure you select the perfect package. It also avoids accidental cancellations!
What counts as a single "transaction"?
A transaction is any single line item on your bank or credit card statement. This includes any deposit, withdrawal, sales receipt, fee, payroll payout, or expense payment.
What is included in the "Book Setup" extra service?
If you are starting fresh, I will completely set up your company profile in QuickBooks, Xero, or Sage. This includes configuring your Chart of Accounts, setting up tax rates, linking your bank feeds, and ensuring the backend is perfectly organized from day one.
My books haven't been touched in months (or years). Can you still help?
Yes, absolutely! I specialize in historical historical clean-ups and catch-up bookkeeping. If your transaction volume exceeds the Premium package (300+ transactions), just send me a message and I will create a custom order tailored to your backlog.
How do you handle missing receipts or unidentifiable transactions?
During the reconciliation process, I will compile any unclear transactions into an organized Excel sheet and share it with you. Once you clarify what those expenses or deposits were for, I will categorize them accurately.
Is my financial data kept safe and confidential?
Yes, 100%. I treat your financial data with strict confidentiality and professionalism. Your information will never be shared with any third party.
