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Fiverr Pro
English
$
USD
I will complete financial diagnosis, bookkeeping cleanup and executive forecast
Certified Bookkeeper and Financial Operations Specialist
I help businesses move away from disorganized data towards financial clarity. Interested on how I do it?
1) Financial Management: Core bookkeeping, bank reconciliation, AP/AR, and GL organization.
2)...
About this Gig
Beyond basic data entry to deliver institutional-grade Financial Intelligence.
While most bookkeeping services on Upwork simply log transactions and close months this project levels-up the services.
What sets this project apart is the proprietary 3-stage methodology: Diagnostic, Cure, and The Way Forward.
The Diagnostic: We don't just patch errors; we perform a root-cause analysis of your ledgers to uncover reconciliation gaps, AR/AP aging bottlenecks, and balance sheet discrepancies.
The Cure: We systematically eliminate backlog chaos, resolve multi-entity discrepancies, and restore audit-ready financial statements using strict reconciliation standards.
The Way Forward: We transform historic accounting data into forward-looking tools and rolling cash flow forecasts for confident business decisions.
Cherry on the cakebuilding executive ready custom dashboards.
Backed by senior-level corporate finance expertise and multi-ERP mastery (QuickBooks, Xero, NetSuite, SAP, Oracle), I bridge the gap between routine accounting and Virtual CFO strategy.
You do not just get clean books; you gain actionable clarity, scalable financial systems, and bank-grade data security.
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
How do you ensure my financial data and bank statements remain secure?
Data security is my highest priority. I operate using bank-grade vault systems. Your documents are stored securely during the duration of the project and permanently deleted from my local systems once the final deliverables are approved.
What if my backlog is larger than the transaction limits in your packages?
If you suspect the case, please purchase the Diagnostic pack. I will perform analysis and provide you with a custom, transparent quote for the full cleanup based strictly on your transaction volume.
Do I need to give you the master admin password to my accounting software?
No. In QuickBooks, Xero, and most ERPs, you can simply invite my email address as an "Accountant" or a "Restricted Admin" user. This gives me the exact access within my scope without granting me access to sensitive functions or settings.
If I purchase the Diagnostic (Starter) tier, what exactly will I receive?
The Starter tier is purely a strategic analysis (no data entry is performed). I will log into your software, review your Chart of Accounts, analyze your AR/AP aging, and deliver a comprehensive PDF report of exact gaps, errors, and cure
Which accounting and ERP platforms do you specialize in?
I provide complete cleanup and reporting services for QuickBooks (Online & Desktop), Xero, Zoho Books, Oracle NetSuite, and SAP. I also use advanced Excel modeling for forecasting elements of the Advanced tier.
