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Fiverr Pro
English
$
USD
I will prepare a clear annual income and expense summary
Helping you stay organized, without the business stress!
Hey! I’m Jess, a creative and organizer helping content creators and small businesses keep their finances stress-free. I handle receipts, monthly bookkeeping, and annual summaries, making everything c...
About this Gig
I will prepare a clear annual income and expense summary to help you understand your finances and get organized for tax season. This service is ideal for content creators, freelancers, and small businesses who want their year broken down in a simple, easy-to-read format without the stress.
I organize your income and expenses, review transactions, and deliver a clean yearly summary you can confidently share with your tax professional. This gig focuses on clarity, organization, and accuracy, no tax filing, just clean records and peace of mind.
Optional add-ons like consultations, additional accounts, and fast delivery are available if you need extra support or have more complex finances.
Service type:
Full-service bookkeeping
Financial software:
Wave
•
Other
Industry:
Lifestyle
•
Other
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
Does this include tax filing or CPA service?
No. This service provides an annual summary only. Tax filing must be completed by a licensed tax professional.
What do you need from me to get started?
Bank statements, spreadsheets, or exports showing your income and expenses for the year
Can you help if I have multiple accounts or businesses?
Yes. Additional accounts or entities can be added as extras
