I will do bookkeeping , setup and bank reconciliation
I will do QuickBooks Online Bookkeeping and Reconciliation
About this Gig
Keep your finances organized and tax-ready with specialized QuickBooks Online bookkeeping designed for Business Consulting, Software/SaaS, and E-commerce (small businesses).
Whether you bill high-ticket consulting retainers, track recurring SaaS subscriptions, I ensure your financial records are accurate and up to date.
What I Will Handle for You:
- Setup & Cleanup: Custom Chart of Accounts, initial QuickBooks setup, and fixing historical backlogs.
- Creating Vendors, bill, Pay-bill, Reconciling and Vendor Reports.
- Add Customer, Receipts, Credit Memo Receivables aging Reports.
- Adding Bank accounts and Reconciliation.
Why Work With Me?
- Niche Focus: I understand the unique accounting workflows, fee structures, and cash-flow patterns of consulting, SaaS, and E-commerce (small businesses).
- Clear Communication: Regular progress updates, fast response times, and financial reports explained in simple, actionable terms.
- 100% Secure & Confidential: Strict adherence to data privacy standards and secure read-only access protocols
Note: Ready to stop stressing over your finances and get your books perfectly organized? pick a package to get started!
Financial software:
QuickBooks
Industry:
Business services & consulting
•
E-Commerce
•
Software
Target country:
Australia
•
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 protect my sensitive financial data?
Data security is paramount. Access is restricted strictly to necessary bookkeeping actions, and all statement documents provided are used solely for reconciliation purposes and handled with strict professional confidentiality.
What format do I need to send my bills or invoice details in?
You can upload your vendor bills (PDFs, photos, or scans) and client billing details to a shared Google Drive folder, email them, or upload them directly through the Fiverr order page.
Will you directly charge my clients or pay my vendors from my bank account?
No. For security and compliance, I handle the digital tracking, invoice creation, and bill logging inside QuickBooks Online. I will prepare the data perfectly so you can approve payments or view collections with a single click in your own banking system.
What information do you need from me to get started?
I will need Standard User or Accountant access to your QuickBooks Online, along with your raw invoice data (billing amounts, customer details) or vendor bills (PDFs/scans) uploaded to a shared Google Drive or via QuickBooks Receipts.
What happens if my transaction volume exceeds the package limit?
If I review your account and find that the transaction volume or backlog exceeds your selected tier, I will notify you immediately before starting work. You can either upgrade to the next tier or purchase a custom transaction add-on.
What is your policy on revisions and scope additions?
All packages include up to 2 rounds of revisions for adjustments, category changes, or report clarifications. Requests outside the original agreed scope—such as adding additional bank accounts or extras—will require a custom offer add-on.

