Browse categories
Explore
Fiverr Pro
English
$
USD
I will do monthly bookkeeping, reconciliations and financial statements
About this Gig
Clean, reconciled books and a monthly report you'll actually read, from an accountant with 8+ years of experience and a degree in accounting.
What you receive:
Month one: a numbered Chart of Accounts built for your business
Every transaction categorized, with anything unclear flagged for you
Every bank and credit card account reconciled to the penny
Profit & Loss, Balance Sheet and Cash Flow statements
A branded Monthly Summary Report: key numbers, a 9-metric health scorecard and your transaction count
A Summary & Recommendations page tailored to your goals
A 12-month trend chart and your current Chart of Accounts
Client portal access and support
How it works:
Step 1: Order the package that fits your monthly transactions
Step 2: Answer a short intake about your business
Step 3: Invite me as an Accountant user (never share your password)
Step 4: Get your reports every month
Not included: payroll processing, paying bills, or income tax filing.
Works with QuickBooks Online, Xero, Wave, FreshBooks and Zoho Books.
Financial software:
QuickBooks
•
Wave
•
Xero
Industry:
Business services & consulting
•
Construction
•
E-Commerce
Target country:
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
Do I need to give you my password?
No. You invite me as an Accountant user in your software, so your login stays private and you can remove my access at any time.
What if I have more transactions than my package covers?
Add the More transactions extra, or message me for a custom offer: up to 200 = $475, up to 250 = $550, up to 300 = $625, and 350+ = ask for a quote.
Do you file taxes or run payroll?
No. This gig covers categorization, reconciliations, monthly financial statements and the Monthly Summary Report. Your statements will be tax-ready for your CPA.
Can you catch up on several months?
Yes. Choose a package and add the Additional month extra for each extra month you need completed.
What is in the Monthly Summary Report?
A branded one-page report with your revenue, profit and cash, a 9-metric health scorecard (margins, growth, expense ratios, current ratio, cash runway), plain-English ratings and my notes. Delivered with your P&L, Balance Sheet and Cash Flow.
What is the Chart of Accounts build?
In month one I set up a clean Chart of Accounts numbered by type (1000s assets, 2000s liabilities, 3000s equity, 4000s income, 5000s cost of sales, 6000s expenses), with revenue split by service, so every transaction lands in the right place. See the sample PDF in this gig.
