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I will do tax ready quickbooks cleanup and catch up bookkeeping
QuickBooks Cleanup and Catch Up for Tax Ready Books
Hi, I'm Sofia Karim, a Certified QuickBooks Online ProAdvisor.
I specialize in QuickBooks cleanup and catch up bookkeeping for businesses that are behind on their books and need them ready for tax fi...
About this Gig
Tax Ready QuickBooks Cleanup and Catch Up Bookkeeping
Months behind, with a filing date coming up?
Every unposted month is a return you can't file, a deduction you can't claim and a balance you can't trust.
That's what I fix.
I'm Sofia Karim, a Certified QuickBooks ProAdvisor. I do catch up bookkeeping, QuickBooks cleanup and bank reconciliation in QuickBooks Online for small and medium businesses in the USA, Canada and Australia.
My Services Include:
- Catch Up Bookkeeping for Every Month Behind
- Cleanup of Duplicates, Wrong Categories and Balances
- Categorization and Chart of Accounts
- Bank, Card and PayPal Reconciliation
- Year End Profit and Loss, Balance Sheet and Cash Flow
- Tax Ready Statements for Your CPA
Why Hire Me:
- Every month posted and reconciled to the bank
- Every transaction categorized, nothing guessed
- Financial statements your CPA can file from
- A fixed delivery date, kept
- 100% confidential, NDA on request
Behind by a quarter or a full year? My QuickBooks catch up gets you current and tax ready.
Message me with the months you are behind and your transaction count for a fixed quote.
As your QuickBooks expert, I'll get you ready to file.
Financial software:
QuickBooks
Industry:
Construction
•
E-Commerce
•
Real estate
Target country:
Australia
•
Canada
•
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 are your qualifications for QuickBooks cleanup and catch up bookkeeping?
I am a Certified QuickBooks Online ProAdvisor with a BSc in Accounting and Finance and 3 plus years of experience. I have handled more than 300 sets of books for cleanup, catch up and tax ready reporting, all in QuickBooks Online.
What do you need from me to start the catch up?
Accountant access to your QuickBooks Online, the bank and credit card statements for every month behind, your filing date, and a short note on what the business does. If you do not have a QuickBooks file yet, the statements are enough to start.
How is the price worked out, and can you finish before my filing date?
The price is based on the number of transactions and accounts, the same way the packages are built. Send me the statements or a QuickBooks report, I will review them the same day and send a fixed quote with a delivery date set before your filing date.
My books are years behind. Can you catch up 2023, 2024 and 2025?
Yes, any year you have statements for. Bank feeds only go back a few months, so I rebuild earlier years from the statements, reconcile them month by month, and deliver a profit and loss and balance sheet for each year for late or amended returns.
Will my books be tax ready when you deliver?
Yes. Every account is reconciled to its statement, and you receive a profit and loss, balance sheet and cash flow that tie to those balances. That is what your CPA or tax preparer files from. I prepare the books and statements; the filing stays with your preparer.
Is my financial data safe with you?
Yes. You add me as an accountant user in QuickBooks Online, so no passwords are shared and you can remove my access when the work is done. Your statements are used only for your books and never shared. I sign an NDA on request.
How do you categorize transactions from months ago without knowing my business?
Most transactions are clear from the vendor name and the pattern of payments, and I set up the chart of accounts to match your business. Anything unclear goes on one short list for you to answer. I do not guess, and nothing goes to Miscellaneous.
Some months were entered before but the balances don't match the bank. Do you fix those?
Yes. Before posting the missing months I correct the ones already entered: wrong categories fixed, duplicates removed, opening balances corrected, and every bank and card account reconciled to its statement so the whole period matches the bank.
Can you keep the books monthly once I'm caught up?
Yes. Monthly bookkeeping keeps the file current: transactions categorized, accounts reconciled, and a profit and loss, balance sheet and cash flow sent every month. Tell me your monthly transaction volume and I will quote a monthly rate.
What if I find an error after delivery?
Tell me and I will fix it at no charge. Corrections to my own work are free and unlimited.
