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Fiverr Pro
English
$
USD
I will be your virtual cfo for financial planning and management
About this Gig
Hello everyone,
I help businesses keep their accounts organised and understand their financial performance. My services include recording transactions, reconciling bank accounts, tracking receivables and payables, and preparing profit and loss statements and balance sheets.
As a Chartered Accountant with an EY background and practical finance experience across aviation and hospitality, I bring a thorough, business-focused approach to your accounts. You can expect clear communication and financial reports that help you make informed decisions.
Please message me before ordering so we can agree on your reporting period, transaction volume, and requirements.
Thank you,
Janaka
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 does your bookkeeping service include?
I can record and categorise transactions, reconcile bank accounts, track receivables and payables, and prepare financial reports. We will agree on the tasks and reporting period before starting.
What information do you need to get started?
Please provide your bank statements, sales invoices, purchase bills, receipts, and existing accounting records. I will also need your reporting period, currency, and a brief explanation of your business.
Which financial reports can you prepare?
Depending on the agreed scope and available records, I can prepare profit and loss statements, balance sheets, cash flow reports, and receivables and payables summaries to help you understand your business performance.
Which accounting software do you work with?
I work with Excel, QuickBooks, and SAGE, and have experience with SAP and Oracle. Please confirm your software and the support you need before ordering so we can agree on a suitable approach.
Can you organise incomplete or outdated accounts?
Yes. I can help update overdue bookkeeping, investigate differences, and identify missing information. Please share the number of months and approximate transaction volume so I can assess the work required.
Do you offer ongoing monthly bookkeeping?
Yes. I can provide monthly bookkeeping and reporting support. We will agree on the responsibilities, document submission dates, and reporting schedule to keep your accounts up to date
How are your price and delivery time determined?
They depend on the transaction volume, reporting periods, number of accounts, condition of your records, and reports required. Please message me before ordering so I can recommend the appropriate package or a custom offer.
Will my financial information remain confidential?
I treat your financial information as confidential and use it only for the agreed work. Where software access is required, please provide authorised accountant access rather than sharing your personal login credentials.
Does this service include tax filing or an audit?
This Gig covers bookkeeping and financial reporting. Tax return filing and statutory audits are outside the standard scope, and the reports do not include an audit opinion. Please discuss any additional requirements before ordering.
What qualifications and experience do you bring?
I am a Chartered Accountant with an Ernst & Young background and finance leadership experience in aviation and hospitality. I combine accounting knowledge with practical business experience to provide clear reports and explain what the numbers mean for your business.
