I will do quickbooks online bookkeeping, cleanup, setup, and bank reconciliation
Gig Summary
Accurate Bookkeeping, Clear Numbers, Confident Decisions
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Need accurate QuickBooks Online bookkeeping to keep your business financially organized?
I'm a CMA and a Certified QuickBooks Online ProAdvisor (Advanced) with 6+ years of experience in accounting and bookkeeping for businesses across the US, UK, and Canada. I will provide QuickBooks Online (QBO) bookkeeping, cleanup, setup, and bank reconciliation services to help you maintain accurate financial records, eliminate errors, and stay tax-ready.
Problems I Solve:
Backlogged or overdue bookkeeping
Unreconciled bank and credit card accounts
Incorrect QuickBooks setup
Duplicate or inaccurate transactions
Disorganized financial records before tax season
Services include:
QuickBooks Online setup and configuration
Bookkeeping cleanup and catch-up services
Recording and reviewing transactions, invoices, and bills
Bank and credit card reconciliations
Recategorization/reclassification of entries
Financial statement review and improvement
Ongoing monthly bookkeeping support
Why Choose Me?
CMA-qualified accountant
Certified QBO ProAdvisor
Multiple revisions until satisfaction
Transparent communication and timely delivery
Contact me now to discuss your QuickBooks cleanup!
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.
Clients I’ve worked with
OptiWeb Marketing
Bank Reconciliation, Cleanup, Accounts Receivable Management
Feb 2025
FAQ
What do you need to start the QuickBooks Online cleanup?
I’ll need access to your QuickBooks Online (QBO) file and relevant bank statements or reports. Once shared, I’ll review your books and start the cleanup process right away.
Will my financial data remain confidential?
Absolutely. I maintain strict confidentiality for all client information. Your data stays completely secure and is never shared with anyone.
Can you work on both cash and accrual basis accounting?
Yes. I handle both cash and accrual basis bookkeeping in QuickBooks Online, including VAT and non-VAT setups.
Why is monthly bank reconciliation necessary?
Regular bank reconciliation matches your bank statements with your internal ledger. This crucial accounting process spots bank errors, prevents fraud, and ensures your cash balances are 100% correct.
I am behind on my records. Do you offer a catch-up service?
Yes, I provide a comprehensive QuickBooks catch-up service. Whether you are months or years behind, I systematically input and organize your past financial data to bring your records completely up to date.
Do you support clients who use Xero instead of QuickBooks?
Absolutely. Along with QuickBooks, I offer professional Xero bookkeeping services. I handle bank feeds, invoicing, cleanup, and monthly reporting smoothly within the Xero platform to fit your business setup.
Can you manage accounts on Wave?
Yes, I provide expert Wave bookkeeping for freelancers and small businesses. I keep your transactions organized, reconcile your accounts, and maximize your tax deductions using the Wave platform.
How do I securely share my financial data with you?
You can add me as an accountant user directly inside QuickBooks Online or your preferred software. This secure access allows me to handle your books safely without needing your primary login passwords.
Can you help prepare my business for tax season?
Definitely. Through proactive bookkeeping and precise year-end adjustments, I ensure your profit and loss statements and balance sheets are flawless, making tax filing stress-free for your CPA.
How often will you reconcile my financial accounts?
I typically perform your bank reconciliation and credit card matching on a weekly or monthly basis. Regular updates keep your financial dashboard current, giving you a clear view of your business cash flow.
17 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
J jobgig

Puerto Rico
Excellent work.
$200-$400
Price
4 weeks
Duration
Helpful?O optiwebmkting

Canada
Ongoing collaborationI am so happy with my experience so far! Your attention to detail, timely delivery and deep understanding of finance have all been highlights. You have helped me in so many ways! I hope to continue to work closely together! Thank you so much for all you have done so far.
$100-$200
Price
4 days
Duration
M 
Seller's Response
Helpful?S 
stagingmantras

Canada
Ongoing collaborationgreat work as always
$50
Price
1 day
Duration
Helpful?S 
stagingmantras

Canada
Ongoing collaborationHe provides great support to complex book keeping challenges.
$50
Price
1 day
Duration
Helpful?S 
stagingmantras

Canada
Ongoing collaborationAs always he was very helpful in keeping our books organized.
$50
Price
3 days
Duration
Helpful?
17 reviews for this Gig
| (17) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
J jobgig

Puerto Rico
Excellent work.
$200-$400
Price
4 weeks
Duration
Helpful?O optiwebmkting

Canada
Ongoing collaborationI am so happy with my experience so far! Your attention to detail, timely delivery and deep understanding of finance have all been highlights. You have helped me in so many ways! I hope to continue to work closely together! Thank you so much for all you have done so far.
$100-$200
Price
4 days
Duration
M 
Seller's Response
Helpful?S 
stagingmantras

Canada
Ongoing collaborationgreat work as always
$50
Price
1 day
Duration
Helpful?S 
stagingmantras

Canada
Ongoing collaborationHe provides great support to complex book keeping challenges.
$50
Price
1 day
Duration
Helpful?S 
stagingmantras

Canada
Ongoing collaborationAs always he was very helpful in keeping our books organized.
$50
Price
3 days
Duration
Helpful?

