Browse categories
Explore
Fiverr Pro
English
$
USD
I will be your monthly virtual bookkeeper and fractional cfo
About this Gig
Tired of looking in the rearview mirror to run your business? Most bookkeepers give you historical data. I provide daily clarity and strategic foresight.
WHAT YOU GET
- Daily AP/AR processing & bank reconciliations
- Daily cashflow & weekly AP/AR reports
- Monthly VAT/GST compliance filings
- Management reports with variance analysis (Standard+)
- Custom KPI dashboards & operations advisory (Premium)
WHY BPOlytix
- Qualified, experienced Accountant (20+ years)
- Xero Level 3 & QBO Advanced Certified
- Finance Systems & Operations Architect
- US & UK GAAP compliance expert
I don't just maintain your books, I build finance systems that drive growth and eliminate cashflow blind spots.
Message me before ordering to discuss your transaction volume, needs and requirements!
Service type:
Full-service bookkeeping
•
Other
Financial software:
QuickBooks
•
Xero
•
Sage
Industry:
Other
Target country:
Canada
•
United Kingdom
•
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
What exactly does "daily cashflow reporting" mean in the Basic package?
Unlike standard bookkeepers who only look at your cash at month-end, I monitor your bank feeds and AP/AR daily. I provide a daily snapshot of your cash position and a weekly detailed AP/AR aging report, ensuring you never face unexpected liquidity surprises.
Do you handle both US and UK tax compliance?
Yes. As a qualified, experienced Accountant, I am well-versed in both jurisdictions. I handle UK VAT/GST filings and HMRC compliance, as well as US sales tax tracking and IRS compliance preparation.
How is the Premium "Fractional CFO" package different from Standard?
The Standard package gives you the data (management reports and variance analysis). The Premium package gives you the strategy. I will build custom KPI dashboards in Power BI and hold monthly operational advisory calls to help you make decisions on cashflow optimization, pricing, and growth.
Can I start with the Basic package and upgrade later?
Absolutely. Many clients start with the Basic daily operations package to get their day-to-day under control, and upgrade to Standard or Premium once they are ready for deeper performance analysis and strategic advisory.
Is my financial data secure with you?
Strictly. I operate under professional accounting confidentiality standards. I only require "Accountant/Advisor" access, which means you retain full ownership and administrative control of your files at all times. I insist on signing an non-disclosure.
