I will provide expert CPA financial and accounting solutions
Certified CPA auditor with a tech savvy approach
About this Gig
Welcome to my professional accounting and financial services gig! As a certified CPA auditor, I offer comprehensive solutions tailored to your business needs.
BASIC - Basic Bookkeeping & Accounting: Monthly bookkeeping for up to 50 transactions, basic financial reports, and email support. Ideal for small businesses seeking essential bookkeeping services.
STANDARD - Comprehensive Accounting & Analysis: For growing businesses, this package includes monthly bookkeeping for up to 100 transactions, detailed financial reports, financial insights, and chat support. Understand your financial health with thorough analysis.
PREMIUM - Full-Service Accounting & Financial: Advanced support for businesses with up to 200 transactions, comprehensive financial reports, software implementation, and receipt management. A holistic approach to financial management with strategic advice.
Optional add-ons for payroll, accounting tools setup, and advisory services.
Committed to quality and efficiency, I deliver timely results and excellent customer support. Let's optimize your financial processes and drive business success together!
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.
Gig workflow
These are the steps we’ll follow to complete your project.
- Basic Package.
- Requirements
We'll make sure I have everything needed to complete your project.
- Video meetup
We'll meet (Zoom) to discuss your project.
- Setup
I'll setup any tools that you need for accounting and bookkeeping services.
- Delivery
I'll send you the final delivery for review and feedback.
These are the steps we’ll follow to complete your project.
FAQ
Can you customize your services to fit my specific requirements?
Yes, I can tailor my services to meet your specific needs. Just let me know your requirements during the initial consultation.
What accounting software do you use?
I am proficient with various accounting software such as QuickBooks, Zoho Books, and other solutions. We can use the software you prefer or I can recommend the best solution for your needs.
How often will I receive financial reports?
Financial reports are provided monthly. In the Standard and Premium packages, you will receive detailed and comprehensive reports with additional insights.
Is my financial information kept confidential?
Absolutely. I adhere to strict confidentiality agreements and ensure that all your financial information is secure and private.
Do you offer revisions?
Yes, revisions are included to ensure you are fully satisfied with the final deliverables. The number of revisions depends on the package selected.
How do you communicate with clients?
Communication is via email and chat support. For the Standard and Premium packages, additional communication channels like video calls can be arranged.
2 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
R 
ricardovalde108

Canada
Charles was quick in providing clear and concise counsel for my business and was very polite and knowledgeable on any questions I had! I highly recommend his services!
Up to $50
Price
1 day
Duration
Helpful?S siavashgb

Canada
Charles looked into some financial statements for us and it was exactly what we needed. Superb knowledge, and was so accommodating with our rushed requests. Highly recommended, and thank you so much Charles for your wonderful work.
$400-$600
Price
5 days
Duration
Helpful?
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
R 
ricardovalde108

Canada
Charles was quick in providing clear and concise counsel for my business and was very polite and knowledgeable on any questions I had! I highly recommend his services!
Up to $50
Price
1 day
Duration
Helpful?S siavashgb

Canada
Charles looked into some financial statements for us and it was exactly what we needed. Superb knowledge, and was so accommodating with our rushed requests. Highly recommended, and thank you so much Charles for your wonderful work.
$400-$600
Price
5 days
Duration
Helpful?

