I will provide clean up, set up, bookkeeping services in qbo, xero, zoho, and appfolio
About this Gig
I am a certified bookkeeper and accountant from Intuit and handling books for different types of businesses. I have experience providing Full-Cycle bookkeeping, Payroll Services, financial reporting, and tax preparation services to US and Canada-based clients.
The qualities I have:
· Establishing Xero and Quick Books accounts from scratch
· Importing transactions into Xero and QuickBooks from other accounting software.
· Invoicing and Billing
· Reconciliations
· Creating Charts of Accounts
· Journal Entries/ Adjustments
· Auditing and Rectification of Historical discrepancies
· Handling of Paypal, Amazon, Pioneer, Stripe, and other multicurrency payment gateways
· Proficient with Third Party API: Receipt Bank, A2X Accounting, TradeGecko, Linnworks, etc
· Financial and Management Reporting
· Accounts Receivable Management
· Accounts Payable Management
· Excel Spreadsheet Development
Financial software:
QuickBooks
•
Xero
•
Zoho finance plus
Industry:
E-Commerce
•
Financial services
•
Real estate
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
1. What services do you offer as a bookkeeper?
I offer services such as recording financial transactions, managing accounts payable and receivable, bank reconciliation, payroll processing, tax preparation, financial reporting, and budget management.
2. What software do you use for bookkeeping?
I work with various accounting software such as QuickBooks, Xero, Zoho, Appfolio, and Excel or Google Sheets for custom reporting needs.
3. How often will you update our financial records?
Depending on your needs, I can update your financial records weekly, bi-weekly, or monthly.
4. How do you ensure data accuracy?
I use my own PPR (Project Progress Report) and share it with my clients for review and comments to ensure accuracy in categorizing transactions, reconciling accounts, and reviewing financial reports regularly.
5. Can you handle payroll processing?
Yes, I can manage payroll, including tax withholdings, benefits deductions, and issuing payments to employees.
6. What is the difference between a bookkeeper and an accountant?
A bookkeeper records daily financial transactions, while an accountant analyzes financial data, prepares reports, and may provide tax advice. Both roles work together to maintain accurate financial records.
7. Do you offer tax preparation services?
Yes, I can assist with tax preparation, ensuring all financial data is organized and ready for tax filings, though for more complex tax needs, I can collaborate with your tax advisor.
8. Can you help me with budgeting and forecasting?
Absolutely. I can help create budgets, monitor actuals against the budget, and assist with financial forecasting for better decision-making.
9. What industries do you specialize in?
I specialize in small to medium-sized businesses, e-commerce, property management, retail, and service-based industries.
10. How do you maintain confidentiality with financial data?
I signed Non-Disclosure Agreements (NDAs).

