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I will do freshbooks bookkeeping, clean up, and reconciliation
Bookkeeping in Tally, QBO, FreshBooks, Job Costing Specialist
I help businesses turn messy books into clear, organized financial records they can rely on.
I specialize in Tally ERP 9 → Prime migration, GST reconciliation, QuickBooks Online cleanup, FreshBooks ...
About this Gig
Are your FreshBooks accounts behind, disorganized, or un-reconciled?
Having clean financial records is critical for tax filing and understanding your real profits.
I provide expert FreshBooks bookkeeping, accounting cleanup, and bank reconciliation for small businesses, freelancers, and agencies. I solve messy books so you can focus on growing your business.
WHAT I WILL DO FOR YOU:
- FreshBooks Account Setup & Chart of Accounts Organization
- Bank, Credit Card, Stripe, and PayPal Reconciliation
- Expense Categorization & Invoicing Setup
- Historical Catch Up Bookkeeping & Account Clean Up
- Financial Reporting: Profit & Loss (P&L) & Balance Sheet
- Tax Ready Financial Preparation
WHY CHOOSE MY SERVICE?
- Experienced FreshBooks Specialist
- Data Accuracy, Confidentiality, & Security
- Fast Turnaround with Clear Communication
Stop stressing over your books!
SEND ME A MESSAGE to get your FreshBooks completely organized today.
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
How do I share access to my FreshBooks account with you safely?
You do not need to share your personal login details. Simply go to your FreshBooks Settings, select "My Team," and invite me using my email as an Accountant or Contractor.
What do you need from me to get started on my bookkeeping?
I will need read-only user access to your FreshBooks account, along with your bank, credit card, or payment gateway statements in PDF or Excel format for the period needed.
Can you clean up and catch up past months or years of unorganized books?
Yes, I specialize in historical catch-up bookkeeping. I can organize and reconcile transactions for past months or full years to make your financial records completely current.
Will my financial reports be ready for my accountant at tax time?
Yes, all categorizations and bank reconciliations will be accurately matched, providing you with clean Profit & Loss and Balance Sheet statements ready for CPA tax filing.
Can you handle Stripe, PayPal, or Wise reconciliations inside FreshBooks?
Yes, I reconcile payment gateways like Stripe and PayPal by matching processing fees, payouts, and customer payments to ensure your actual revenues align accurately.
What if my transactions exceed the limit in your packages?
Please send me a direct message with your estimated monthly transaction volume or statement length. I will review your files and send you a custom order tailored to your exact scope.
Do you work with platforms other than FreshBooks?
My primary focus for this gig is FreshBooks bookkeeping, cleanup, and setup, but I also have experience across QuickBooks and Xero if you use multiple accounting platforms.
What is the difference between bank reconciliation and categorization?
Categorization assigns income and expenses to the correct ledger accounts. Reconciliation verifies those entries against your official bank statement balances to ensure zero discrepancies.
How long does a typical FreshBooks clean-up project take?
Small tasks take 2 to 4 days, while full-year cleanups take 6 days or less depending on how quickly you provide the necessary bank statements and details.
Is my company’s financial data kept strictly confidential?
Absolutely. I adhere to strict confidentiality protocols and professional data privacy standards to ensure your financial statements and business records remain completely secure.
