I will managed advance qbo accounting with financial analysis
About this Gig
Upgrade from Basic Bookkeeping to Executive-Level Strategy
Are you outgrowing your current bookkeeping setup? I bridge the gap between historical data entry and forward-looking financial strategy.
As a Senior Accounting Associate Level 3 with over 5 years of professional finance experience, I specialize in transforming messy ledgers into automated insights. Backed by NASBA-certified training in Corporate Financial Statement Analysis, U.S. GAAP/IFRS, and FP&A, I ensure your financials are not only flawlessly accurate but strategically leveraged for growth.
My Premium Services Include:
- Advanced Cloud Accounting: Full-cycle management and complex cleanups across QuickBooks Online (Advanced & Payroll), Xero, and Bill.com.
- Month-End Close: Rigorous reconciliation and preparation of executive-ready financial statements.
- Global Compliance: Expert navigation of complex, cross-border multinational reporting (U.S. GAAP & IFRS).
- Financial Planning & Analysis (FP&A): Variance analysis, cash flow forecasting, and virtual CFO advisory.
- Data Automation & Dashboards: Utilizing Excel Power Query and Power BI to build interactive, real-time financial dashboards.
Reporting frequency:
Monthly
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Quarterly
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Annually
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Ad-hoc
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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FAQ
What do you need from me to get started?
I need "Accountant" access to your QBO/Xero, read-only access to your bank/credit card statements, and any relevant invoices. We'll discuss secure document sharing once the order is placed.
My books are months behind and very messy. Can you help with this?
Yes! I specialize in historical data clean-up. Using advanced Excel Power Query automation, I can efficiently process large backlogs of messy data and bring your ledgers fully up to date. Please message me for a custom quote if your books are more than 3 months behind.
What makes your service different from a standard bookkeeper?
I operate as a strategic financial partner. With 5+ years of senior experience and advanced FP&A certifications, I ensure your books are compliant and transformed into actionable, automated insights to grow your business.
Do you file tax returns?
No, I do not file tax returns. I provide 100% accurate, "tax-ready" financial statements (P&L, Balance Sheet) that you can hand directly to your CPA at year-end, saving you time and money.

