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I will do historical quickbooks cleanup and catchup bookkeeping
Historical QuickBooks Cleanup Expert
Hi, I'm Hania Yousaf, a BS Accounting & Finance graduate and Certified QuickBooks Online ProAdvisor with 4 years of experience.
My specialty is historical QuickBooks cleanup. I take books that are ye...
About this Gig
Books Bay | Historical QuickBooks Cleanup and Catch Up
Are your books untouched for months or years, sitting in QuickBooks uncategorized, or never recorded at all while tax season and lenders keep asking for numbers?
Missing books mean no clear picture of profit, no reliable numbers for tax filing, and nothing to show a lender or accountant when they ask.
A proper historical cleanup gives you:
- Accurate records for every past year
- Reconciled accounts that match your bank
- Reports your accountant can file from
Hi, I'm Hania Yousaf, a BS Accounting and Finance graduate and Certified QuickBooks Online ProAdvisor with 4 years of experience rebuilding books for businesses in the US and Europe.
What You Get:
- Full QuickBooks review and books audit
- Chart of Accounts built for your business
- Bank statements converted to clean data
- Every transaction categorized correctly
- Bank reconciliation, month by month
- P&L and Balance Sheet, tax ready
- Monthly bookkeeping after cleanup
Books not updated since 2023, 2024 or earlier? I'll clean up all your past years in QuickBooks Online and make your books fully current.
Message me and let's get started.
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Financial software:
QuickBooks
Industry:
Construction
•
E-Commerce
•
Real estate
Target country:
Canada
•
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.
FAQ
How many years of backlog can you clean up?
There is no limit. Your books can be pending from 2023, 2024 or many years earlier. I'll do a complete historical QuickBooks cleanup and bring every year current. Pricing depends on the years and transaction volume involved.
Are you a certified QuickBooks ProAdvisor?
Yes. I'm a Certified QuickBooks Online ProAdvisor and a BS Accounting and Finance graduate with 4 years of experience in historical cleanup and catch up bookkeeping for businesses in the US and Europe.
What do you need from me to start?
Two things: accountant access to your QuickBooks Online and your bank and credit card statements for the years being cleaned up. To invite me, go to Settings, then Manage Users, then Accounting Firms. Work begins once both are received.
My books are a complete mess. Can they still be fixed?
Yes. Messy books are my daily work. I start with a full QuickBooks audit, then clean up, categorize and reconcile each month until everything is correct and matches your bank.
I never recorded anything in QuickBooks. Can you build my books from bank statements?
Yes. Bank statements are enough. I convert them into clean data matched to your running balance, then record and categorize every transaction in QuickBooks Online.
How do you categorize transactions for my business?
I review your statements and business type first, so most transactions are categorized accurately from the start. Anything unclear goes on a short list I send you for confirmation. I never guess on entries that affect your reports.
What is not included in the cleanup?
My service covers bookkeeping only: categorization, bank reconciliation, chart of accounts and financial reports. I do not file tax returns, run payroll or provide tax advice. Your accountant handles filing using the clean books I deliver.
Will my books be ready for tax filing or investors?
Yes. Every historical cleanup ends with fully reconciled accounts plus a P&L and Balance Sheet. Your books will be ready for your accountant, your tax filing or a lender review.
What if my transaction count is higher than the package?
Packages cover the entries listed in each tier. If your volume is higher, message me with your business type and years behind, and I'll send a custom offer with exact pricing before any work starts.
Do you offer monthly bookkeeping after the cleanup?
Yes. Once your catch up is complete, I can manage your monthly bookkeeping so your books stay current and never fall behind again.
