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I will prepare tax ready financial statement, quarterly bookkeeping
United States
I offer Profound Solutions for US Business Setup and Compliance
About this Gig
Is your business heading into tax season with messy books and zero clarity?
I specialize in tax-ready bookkeeping and financial statement preparation for small business owners, freelancers, and startups who need clean, accurate numbers fast.
MY OFFERS:
- Bank and credit card reconciliation
- Profit and Loss Statement (Income Statement)
- Balance Sheet
- Cash Flow Statement
- Year-end bookkeeping clean-up
- Tax-ready reports your accountant will love
Whether you are behind on your books, closing out the financial year, or preparing documents for your CPA or tax preparer, I organize everything into professional, structured financial statements that are clear, complete, and ready for filing.
I work with QuickBooks, Xero, Wave, and Excel. You provide your statements and transaction records I handle the rest.
Every report is delivered in PDF and Excel format, clearly labeled and easy to review.
No financial chaos is too messy. No deadline is too tight.
Your books tell the story of your business. Let me make sure that story is one you can actually hand to your accountant with confidence.
SEND ME DM NOW before the tax deadline catches you unprepared.
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
What is included in your tax-ready bookkeeping service?
My tax-ready bookkeeping service includes bank reconciliation, transaction categorization, Profit and Loss statement, Balance Sheet, and Cash Flow Statement. Everything is organized and delivered in a format that your CPA or tax preparer can use directly for filing. No back-and-forth, no confusion.
What documents do I need to provide for you to start the bookkeeping?
You will need to share your bank statements, credit card statements, and any existing accounting software data such as QuickBooks, Xero, or Wave exports. If you have receipts or invoices you want categorized, include those as well. The more organized your records, the faster the turnaround.
Do you prepare year-end financial statements for small businesses?
Yes. Year-end financial statement preparation is one of my core services. I clean up the full year of transactions, reconcile all accounts, and deliver a complete set of financial statements — Profit and Loss, Balance Sheet, and Cash Flow — ready for your accountant or tax filing.
Can you clean up messy or backdated books from previous months?
Absolutely. Catch-up bookkeeping and backdated financial clean-up are services I handle regularly. Whether you are one month or one full year behind, I will organize your records, reconcile your accounts, and bring your books up to date accurately.
Which accounting software do you work with?
I work with QuickBooks Online, QuickBooks Desktop, Xero, Wave Accounting, and Microsoft Excel. If you do not currently use accounting software, I can prepare your financial statements directly in Excel from your bank and transaction records.
Will my financial statements be audit-ready and compliant with accounting standards?
Yes. All financial statements I prepare follow standard accounting principles and are structured for accuracy and compliance. Whether you need them for tax filing, a bank loan application, investor review, or internal management, your reports will be clean, professional, and audit-ready.
How do I know my financial data is confidential and secure?
Your financial data is treated with full confidentiality. I do not share, store, or distribute any client financial information. You may share files securely through Fiverr's messaging system or a private Google Drive folder. Your privacy is a priority on every order.
What is the difference between your Basic, Standard, and Premium packages?
The Basic package covers one month of bookkeeping and a Profit and Loss statement — ideal for a quick financial snapshot. The Standard package covers quarterly bookkeeping with full financial statements, best for tax season preparation. The Premium package covers the full year-end close with all thr
Can I order this service if my business is outside the United States?
Yes. I provide bookkeeping and financial statement services for small businesses and sole proprietors across multiple countries. Accounting principles for financial statement preparation are universal. Please message me before ordering so we can confirm your specific requirements and local reporting
What happens if I need revisions after receiving my financial statements?
Standard and Premium packages include revisions. If you find any discrepancy or need a figure adjusted after reviewing your statements, simply message me with the specific change needed and I will update the report promptly. I am committed to delivering accurate work you can rely on and stand behind

