I will do your quickbooks bookkeeping, reconciliations and data cleanup
Certified Public Accountant
About this Gig
Messy books, unreconciled accounts or a backlog of transactions? I will get your QuickBooks records accurate, reconciled and ready for tax, audit or investors.
I am a Certified Public Accountant (CPA) with 20+ years in finance, audit and compliance. I check every figure and explain what I changed.
WHAT YOU GET
- Bookkeeping in QuickBooks: entering and categorising transactions, capturing invoices, accounts payable and receivable
- Bank and account reconciliations, with a list of differences and how each was resolved - Data clean-up: duplicates, miscoded items, missing entries
- A short summary report of what was done and what needs your attention
WHAT I NEED FROM YOU
- QuickBooks access (or Excel/CSV exports if you prefer)
- Bank statements for the period
- Any invoices or notes on unusual items
HOW I WORK
- Clear scope and delivery date before I start
- Confidential handling of your financial data, deleted after delivery on request
- Plain-English updates, and revisions if something does not match your records
Service type:
Full-service bookkeeping
•
Clean up
•
Other
Financial software:
QuickBooks
Target country:
Canada
•
Kenya
•
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
Do I need to give you my QuickBooks password?
No. Please never share your password. Invite me as a user with accounting access instead, or send Excel/CSV exports of your transactions and bank statements.
How do you keep my financial data confidential?
I use your data only for your order, don’t share it with anyone, and delete my copies after delivery if you ask me to.
Can you work with software other than QuickBooks?
My main system is QuickBooks. For reconciliations and clean-up I can also work from Excel or CSV exports. I have previously worked with various ERPs; Message me before ordering if you use another system, so I can confirm I can help.
What if I have more transactions or accounts than the package includes?
Add the extra transactions or accounts when you order, or message me for a custom quote.
Do you do tax filing?
This gig covers bookkeeping, reconciliation and clean-up only. Tax filing is not included, so please message me if you need tax help. Tax filling is for Kenyan Nationals only.
