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Fiverr Pro
English
$
USD
I will handle bookkeeping, reconciliation in excel and finance tasks
About this Gig
Hi, I'm Jason a Finance Analyst from Cork, Ireland, with 3+ years in revenue & billing at Citco Fund Services (global invoicing via Oracle Fusion) and hands-on accounts receivable experience.
I specialize in accurate, Excel-based bookkeeping, bank/credit card reconciliations, data cleanup, and finance tasks for small to medium businesses. Whether you have messy records, need monthly catch-up, or want reliable reports to track cash flow I deliver precise results fast.
What I offer:
- Bank & transaction reconciliations in Excel
- Bookkeeping: categorize income/expenses, track invoices/payments
- Discrepancy resolution & error fixes
- Simple financial overviews/reports (e.g., basic P&L or summaries)
- Process improvements to save you time (like my past 10% efficiency gain)
Why choose me?
- Detail-oriented with high accuracy in multi-jurisdictional environments
- Confidential, on-time delivery
What I need from you: Access to your Excel files/bank statements (or screenshots/PDFs), any prior records, and clear instructions on scope.
Unlimited revisions until you're happy! Message me to discuss your needs let's get your books clean
Financial software:
QuickBooks
•
Zoho finance plus
•
Sage
Industry:
Agriculture
•
Architecture & interior design
•
E-Commerce
Target Country:
Ireland
•
United Kingdom
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
What file formats do you work with?
Primarily Microsoft Excel (any version). I can also handle CSV, PDF statements, or screenshots if needed. No QuickBooks/Xero setup unless specified (focus on Excel).
How do I get started?
Place an order based on your package (e.g., transaction volume/accounts). Share files securely via Fiverr messages. I'll confirm details and start right away.
What if I have a large volume or ongoing monthly needs?
The Premium package handles higher volumes. For recurring work, we can discuss custom offers or repeat orders. Contact me first for a quote!
Do you provide financial statements?
Yes – basic ones (e.g., income summary, balance overview) in Excel for Standard/Premium packages. Not full audited reports.
Are your services confidential?
100% – I treat all client data with strict confidentiality and comply with professional standards.
