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English
$
USD
I will clean up and catch up quickbooks online and xero bookkeeping
About this Gig
Welcome to BMB Financial Services!
Are your QuickBooks Online or Xero accounts messy, un-reconciled, or months behind? Don't stress. I am a Certified QuickBooks Online ProAdvisor and a Xero Certified Advisor here to completely clean up your financial records.
I specialize in fixing historical errors, historical bank sorting, and preparing your books so they are 100% tax-ready and Ready for your accountant or tax professional.
Cleanup Services Included:
- Catch-Up Bookkeeping: Bringing months or years of un-tracked data up to date.
- Bank Reconciliation: Accurate matching of messy bank, credit card, and PayPal accounts.
- Categorization Fixes: Correcting misclassified expenses and asset entries.
- Chart of Accounts: Adjusting your ledger structure for clarity.
- Financial Reports: Delivery of accurate Profit & Loss (P&L) and Balance Sheets.
Why choose BMB?
- Certified QuickBooks Online ProAdvisor and Xero Certified Advisor.
- Professional data accuracy and complete financial confidentiality.
- Stress-free tax preparation.
Lets fix your financial backlog today!
Please message me before ordering so we can check your exact transaction volume.
Financial software:
QuickBooks
•
Xero
Industry:
Construction
•
Food & beverage
•
Retail & wholesale
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.
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FAQ
Q1: What exactly does a "bookkeeping cleanup" include?
It includes reviewing your past financial periods, fixing miscategorized expenses, reconciling old bank/credit card statements, resolving duplicate entries, and correcting your Chart of Accounts so your reports accurately reflect your business health.
Q2: How far back can you go to catch up my books?
I can handle backlogs ranging from a few months to several years. My packages cover up to 12 months, but if your cleanup requires multi-year work, please message me directly for a customized historical catch-up quote.
Q3. What do you need from me to start working on my cleanup?
I will need accountant/advisor access to your QuickBooks Online or Xero account, along with PDF or Excel versions of your bank, credit card, and PayPal statements covering the specific backlog periods.
Q4. Can you work with incomplete records or missing receipts?
Yes, I can reconstruct your books using your bank and credit card statements. If specific transactions are unclear, I will compile an organized list for you to review and confirm.
Q5. Will this cleanup make my account ready for my tax accountant?
Absolutely. My primary goal is to deliver clean, balanced, and fully reconciled accounts. You will receive precise Profit & Loss statements and Balance Sheets that you can hand straight to your CPA or tax filer.
Q6: Is my financial data secure with you?
Absolutely. Data confidentiality and security are my top priorities. I strictly follow professional data privacy standards, never share your financial records with third parties, and can sign a Non-Disclosure Agreement (NDA) if your business requires it.
