I will clean up and catch up your books

United States

I speak English, Spanish

1 order completed

Software, tax, and small business bookkeeping

I’m a Financial Technology professional with 10+ years of experience working on financial and tax systems where accuracy really matters. I’ve spent years working alongside accounting and tax concepts,...
About this Gig

Behind on your books? Starting fresh? I can help.

If your bookkeeping has fallen behind or wasn't set up correctly, this service focuses on getting everything cleaned up and organized.

Includes:

  • Reviewing past transactions
  • Cleaning up miscategorized expenses
  • Reconciling previous months
  • Getting your books ready for tax filing

Best for:

New clients, growing businesses, or anyone preparing for tax season.



All I need from you:

  • Bank or credit card statements (PDF and CSV or bank connection to accounting software)
  • Your business type
  • Any special expense categories you want tracked

You'll receive:

A clean Tax-ready one-page summary of your income and expenses for your tax professional.

Service type:

Other

Financial software:

QuickBooks

Wave

Other

Industry:

Marketing & advertising

Transportation & automotive

Target country:

Canada

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.