I will do setup, clean up and complete bookkeeping in quickbooks

Access to QuickBooks (or an invite), the list of bank/credit card accounts, monthly statements, and any payroll/sales tax platforms you use. If you don’t have QBO set up yet, I can guide the setup.

Transaction categorization, bank/credit card reconciliations, month-end close, and monthly financial statements (Profit & Loss and Balance Sheet). I also provide an issue log with questions and recommendations.

Yes. I can set up QBO properly (settings, COA review, bank feeds, rules) and clean up/catch up past months or a full year, including reconciliations.

Pricing depends on monthly transaction volume, number of accounts, and complexity (payroll, A/R, A/P, inventory, sales tax). I’ll confirm a fixed monthly rate after a quick review.

Timelines vary based on the number of months, transaction volume, and document availability. Once I have access and statements, I’ll provide a clear delivery schedule and milestones.

Yes. Reconciliations are a core deliverable. I reconcile each account to the monthly statement and document any discrepancies that require client input.

Yes. I can work bilingually (English/Spanish) and support U.S.-based bookkeeping standards and reporting expectations.

I typically use Fiverr messages and can schedule brief check-ins if needed. You’ll receive a monthly summary plus an issue/question list to keep decisions organized.

Yes. I follow best practices for access control and confidentiality. Access is limited to what’s needed, and I recommend using QBO invites and password managers rather than sharing credentials.