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Fiverr Pro
English
$
USD
I will provide bookkeeping and advisory services
Quickbooks Online ProAdvisor and Expert
I am a virtual bookkeeper serving clients all over the US, offering cleanups, catchups, ongoing monthly bookkeeping, and advisory services such as budgeting, cash flow management, and strategic planni...
About this Gig
Do you wish you had a financial partner to bounce ideas off of or help you make informed financial decisions?
This service is designed for business owners who want proactive financial guidance, clear planning, and regular support to make confident decisions.
My Services Include:
- Monthly Bookkeeping
- Providing your monthly Profit & Loss, Balance Sheet, and an Executive Summary
- Providing a Financial Snapshot pulling out key numbers and metrics you need to know - my clients love the time this saves them from digging into all the reports!
- A monthly Financial Debrief loom video reviewing your reports - another client favorite! They love how easy this makes understanding their finances!
- Monthly Cash Flow Forecasting
- Annual Budget Planning Meeting
- Monthly Budget-to-Actual Comparison Report
- Custom Key Metrics Dashboard and Tracking
Message me first so we can chat about your specific needs and goals!
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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
Do you file taxes?
No, I do not file taxes. However, I will work with your accountant and make sure your financials are up-to-date, accurate, and ready to hand off to your tax preparer.
