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English
$
USD
I will set up and clean up your xero or quickbooks account
Xero Associate, QuickBooks Online, Bank Reconciliation
Xero Certified Associate with a BSc in Accountancy. I help small businesses in Australia, New Zealand, and the US get clean, reconciled, up-to-date books.
Recent result: resolved a $9,063.35 opening ...
About this Gig
Turn your Xero or QuickBooks Online data into clear, professional financial reports and dashboards that help you understand your business performance at a glance.
Whether you need a simple Profit & Loss report or a complete dashboard with KPIs, I'll deliver accurate, easy-to-read reports tailored to your business.
What you'll get:
- Profit & Loss, Balance Sheet & Cash Flow Reports
- Visual Dashboards & Charts
- KPI Tracking
- Easy-to-understand Financial Summary
- PDF, Excel, or Google Sheets Delivery
Need a custom report? Feel free to message me before placing your order!
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 do you need to get started?
To begin, I'll need: Access to your Xero or QuickBooks Online account (or invite me as a user) Your business information Bank statements or transaction exports (if cleanup is required) Any specific requirements or concerns you'd like me to address
Do you work with both Xero and QuickBooks Online?
Yes. I can help set up, organize, and clean up books in both Xero and QuickBooks Online, including customizing your Chart of Accounts, connecting bank feeds, and organizing transactions.
Can you clean up my existing bookkeeping?
Yes! If your books contain uncategorized transactions, duplicate entries, or unreconciled accounts, I can help organize and clean them up based on the package you choose.
Can you migrate my data from Excel or another accounting software?
Yes. My Premium package includes migration from Excel or another accounting platform into Xero or QuickBooks Online. If you have a large or complex migration, please message me before ordering.
Do you provide bookkeeping or tax filing services?
This gig focuses on account setup, cleanup, organization, and reconciliation. I do not provide tax filing or CPA-certified accounting services.
Is my financial information secure?
Absolutely. Your financial data is handled with strict confidentiality and is used only for completing your project.
I'm not sure which package is right for me. What should I do?
No problem! Send me a message with a brief description of your business and bookkeeping needs, and I'll recommend the best package or create a custom offer if needed.
Do you offer ongoing monthly bookkeeping?
Yes! If you need regular bookkeeping, bank reconciliations, or monthly financial reporting after the setup or cleanup is complete, feel free to contact me for a custom offer.
