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$
USD
I will provide monthly quickbooks bookkeeping for US smes
QuickBooks Pro Advisor, US Bookkeeper Clean Books, CPA Ready Files
Your CPA is asking questions you can’t answer, tax season is looming, and uncategorised transactions ruin your weekends. I fix that.
I help US SMEs ($300K–$5M) by taking bookkeeping off their plate. ...
About this Gig
2,000 uncategorised transactions sitting in your QBO and your CPA is already asking questions that's the gap I fix. I work with US small business owners doing $300K to $5M in annual revenue: e-commerce founders, contractors, service businesses, anyone running on QuickBooks Online who needs books they can actually trust. View-only or accountant-user access only you keep admin credentials.
Here's what I deliver every month:
- Every transaction categorised within 48 hours of hitting the bank feed
- Bank and credit card accounts reconciled to the penny
- P&L, balance sheet, and cash flow statement with a plain-English summary
- AR and AP tracked, invoices and bills recorded correctly
- Year-end books prepped so your CPA gets clean files, not a cleanup bill.
QuickBooks Online Pro Advisor certified. CMA (Institute of Cost Accountants
of India). 5 years managing US client books through an Ahmedabad-based
outsourcing firm. NDA on request. Once you order, I'll send your onboarding checklist within 2 hours and we start the same day.
Financial software:
QuickBooks
•
Xero
•
Zoho
Industry:
Business services & consulting
•
Construction
•
E-Commerce
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.
My Portfolio
FAQ
How do you handle my financial data and keep it secure?
NDA available on request. I use view-only or accountant access—never admin passwords. Secure transfers via Google Drive, Dropbox, or your preferred encrypted method. No local data storage after projects, and zero client data sharing. Trusted by US clients over 4 years of proven work.
What are your qualifications and are you a CPA?
Qualified CMA (ICAI) & certified QBO ProAdvisor with 4 years' experience delivering US bookkeeping, reconciliations, and reporting via an Ahmedabad outsourcing firm. I deliver review-ready books so your licensed CPA can complete and sign off on US tax filings efficiently.
Which accounting software do you work in and what access do you need?
Certified QBO ProAdvisor with daily hands-on experience, plus basic Xero and Zoho Books knowledge. For QBO, add me via the "My Accountant" tab—no password sharing or admin access needed. Clear onboarding steps provided. Using another platform? Message me first to check fit.
What exactly is included in each package and what falls outside scope?
All packages cover categorisation, recos, and P&L/BS/Cash Flow. Standard adds AR/AP & CPA sync; Premium covers higher volume. Excludes: >3-mo cleanup (extra), extra entities, tax filing & running payroll. I record payroll journal entries from Gusto/ADP reports, but don't process payroll.
What do I need to send you to get started?
After ordering, receive an onboarding checklist within 2 hours covering: QBO accountant-user invite, current bank/card statement PDFs, a brief business summary, and your CPA's email for direct sync. Most clients complete onboarding within 24 hours.
What happens right after I place an order?
Within 2 hours of ordering, receive your onboarding checklist via Fiverr. After QBO access is granted, I perform a 24-48 hr diagnostic and send a summary of accounts, unusual items, or miscategorisations before starting. Get your final monthly financial package by the 10th.
What will my books look like when you're done each month?
By the 10th of each month: zero uncategorised items, all accounts reconciled to the penny, and full P&L, BS, and cash flow reports. Includes a 1-page plain-English summary highlighting trends, AR >60 days, and anomalies. Clean, review-ready books your CPA can use with no cleanup fees.
How many revisions are included and what counts as a revision?
All packages include 1 revision per month (24–48 hr turnaround) via Fiverr message for scope-related categorisation/reco errors. Revisions exclude scope additions like new entities or backdated transactions, which require a separate order.
Will my P&L and balance sheet be ready to hand to my CPA?
I export QBO P&L, BS, cash flow PDFs, and reconciliation summaries—cleanly formatted for CPA review without cleanup. For year-end, I prepare a full CPA package: reconciled accounts, clean trial balance, posted adjustments, and compiled request lists for a stress-free tax season.
Do you communicate in English and how responsive are you?
Fluent in written and spoken English. I reply within 1 hour from 9 AM to 9 PM IST (11:30 PM–11:30 AM EST), 7 days a week, with even faster responses during US business hours (3:30 PM–11:30 PM IST). Messages outside this window receive first-thing responses the following morning.
