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English
$
USD
I will manage your bookkeeping and expense tracking in a spreadsheet
Data Specialist and Financial Bookkeeper for Small Businesses
Bringing Order to Your Data and Clarity to Your Finances.
Hello! I’m Kiana, a Data Specialist and Accounting Clerk. I transform cluttered spreadsheets and disorganized records into clean, actionable ...
About this Gig
Get your business finances organized and tax-ready. Keeping track of every receipt and transaction can be overwhelming. I provide professional, accurate bookkeeping services specifically for small businesses and freelancers who prefer the simplicity and flexibility of Excel.
I will turn your pile of bank statements and receipts into a clean, categorized financial record that gives you a clear picture of your profit and loss.
Services included in this Gig:
- Transaction Categorization: Organizing income and expenses into logical tax categories.
- Bank Reconciliation: Matching your bank/credit card statements to your Excel records.
- Monthly Profit & Loss (P&L): A summary sheet showing exactly how much you earned and spent.
- Receipt Organization: Linking digital receipts to specific transactions for easy access.
- Historical Cleanup: Catching up on months (or years) of backlogged bookkeeping
*Bilingual support
Service type:
Full-service bookkeeping
Financial software:
Other
Industry:
E-Commerce
•
Other
Target Country:
Canada
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
Do I need to have an existing Excel file?
Yes, this gig is mainly for existing bookkeeping spreadsheets. If you don’t have one, you can select the “from scratch setup” extra.
What kind of transactions can you add or organize?
I can organize income, expenses, and general financial transactions from your records into a structured Excel format.
Can you combine multiple accounts into one sheet?
Yes, I can consolidate data from multiple accounts (bank, PayPal, credit cards, etc.) into one organized system.
Do you provide financial advice?
No, this gig focuses on organizing and structuring your financial data, not financial or tax advice.
Do I need to provide my bank login details?
No! For security, I never ask for logins. You simply download your bank statements as CSV or PDF files and send them to me.
Do you use QuickBooks or Xero?
This gig is specifically for Excel-based bookkeeping. It’s perfect for businesses that find software too expensive or complicated and want a custom, easy-to-manage spreadsheet instead.
Can you help with my taxes?
I am a bookkeeper, not a CPA or Tax Attorney. I will get your data organized and "tax-ready" so you can hand a clean file to your accountant, saving you money on their hourly fees!
