I will categorize and reconcile transactions in quickbooks online

United States

I speak English, Spanish
I am a results-driven Finance Manager for a small business with 5 years of experience in FP&A, strategic financial management, and financial performance analysis. I consistently produce results in fin...
About this Gig

Struggling with managing your transactions? Let me handle it with expert categorization and reconciliation services to keep your books accurate and up-to-date!

What I Offer:

  • Transaction Categorization: Meticulously categorize your financial transactions to ensure accurate recording.
  • Bank Reconciliation: Reconcile your bank statements with your records to correct discrepancies.
  • Financial Statements (Add-On): Receive detailed Profit & Loss Statements and Balance Sheets for an additional fee. These reports offer valuable insights into your business's performance, aiding decision-making and strategic planning.

Why Financial Statements Matter:

  • Informed Decisions: Gain clarity on profitability and financial health.
  • Strategic Planning: Track progress and growth plan.
  • Investor & Lender Appeal: Professional statements enhance credibility.

How It Works:

  1. Share your transactions and bank statements.
  2. I'll categorize and reconcile them.
  3. Optional: Add financial statements for a comprehensive view.

Who This Is For:

  • Small business owners needing accurate financial records.
  • Entrepreneurs seeking detailed financial insights.

Ready to get started? Click "Order Now" and add financial statements.

Service type:

Full-service bookkeeping

Bank reconciliation

Financial software:

QuickBooks

Industry:

Business services & consulting

Construction

Lifestyle

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.

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