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English
$
USD
I will do expert quickbooks bookkeeping, bank reconciliation, and financial reporting
QuickBooks and Financial Reporting Specialist
As a Senior Client Account Executive with over 3 years of experience, I help businesses streamline their accounting processes and maintain accurate financial records. I specialize in managing client t...
About this Gig
Welcome to your complete financial management solution. Accurate financial records are the foundation of business growth and investor confidence. As a finance professional holding a BSc in Management (Accounts & Finance), I specialize in transforming raw data into actionable business intelligence. With extensive multi-industry experience, I bring meticulous attention to detail, process improvement, and seamless audit preparation to keep your business fully compliant.
Accounting Services Include:
- Account Setup: QuickBooks integration and Chart of Accounts customization.
- Data Entry: Accurate transaction categorization for tax readiness.
- Bank Reconciliation: Resolving discrepancies for perfectly balanced accounts.
- Historical Clean-Up: Restructuring backlogged or messy financial records.
- Financial Statements: Generating standard-compliant P&L, Balance Sheets, and Cash Flow Statements.
- Audit Support: Organizing pre-audit files and drafting reports.
- Financial Analysis: Delivering insights into cash flow and performance.
Your financial data is always kept strictly secure and confidential.
Please send me a message before ordering so we can discuss your specific business needs!
Financial software:
QuickBooks
•
Xero
Industry:
Food & beverage
•
Transportation & automotive
•
Other
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
What do I need to provide for you to get started?
You will need to provide access to your QuickBooks account (or help me set one up if you don’t have one), along with relevant documents such as invoices, receipts, and bank/credit card statements. We will discuss further details once you place the order.
Is my financial data safe and secure?
Absolutely! I take confidentiality and security very seriously. All your financial information will be handled with the utmost care and stored securely. I will not share any details with third parties.
What is included in the Basic package?
The Basic package includes recording up to 100 transactions per month, reconciling your bank and credit card accounts, and preparing a Profit & Loss statement. It’s ideal for small businesses or startups that need basic bookkeeping support.
Can you customize the financial reports for my specific needs?
Yes! I can tailor the financial reports based on your unique business requirements, including cash flow reports, detailed expense analysis, or any custom reporting you need. Please let me know your requirements when you place the order.
What accounting software do you specialize in?
I specialize in QuickBooks, but I am also proficient in other accounting software such as SQL Accounting System and Xero. If you need help with different software, feel free to ask!
Can you handle ongoing bookkeeping for my business?
Yes, I offer ongoing bookkeeping services for clients who require regular support. You can choose from my Standard or Premium packages for ongoing services, or we can discuss a custom solution for your business.
What is the delivery time for your services?
Delivery time depends on the package you choose. For the Basic package, I deliver within 2 days. For Standard and Premium packages, delivery can take between 3–4 days, depending on the complexity of the work. If you need faster service, I offer an extra fast delivery option for an additional fee.
Do you offer revisions?
Yes, it is Free, I offer revisions based on the package you choose. The Basic package includes 1 revision, while the Standard and Premium packages come with up to 2–3 revisions. I am committed to ensuring you're satisfied with the final output.
Can I upgrade to a higher package after placing an order?
Yes, if you realize you need more services or additional features, you can upgrade to a higher package anytime during the project. Simply let me know, and we’ll adjust the order accordingly.
Do you offer consultations before starting the project?
Yes! I offer a free consultation to understand your business needs better and ensure I can provide exactly what you're looking for. Feel free to message me before placing an order.
