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Fiverr Pro
English
$
USD
I will organize bookkeeping records and prepare tax ready spreadsheets
About this Gig
Are messy financial records, uncategorized transactions, and piles of receipts making bookkeeping stressful? Let's turn that financial clutter into organized, easy-to-review records
Keep your business finances clearer and save time with structured bookkeeping support tailored to your needs.
WHAT YOU'LL GET:
- Bookkeeping cleanup and transaction categorization
- Organized income, expenses, invoices, and receipts
- Excel bookkeeping spreadsheets with clear formatting
- Transaction summaries and missing-document checklists
- Financial records organized for your accountant's review
WHY CHOOSE ORGANIZED RECORDS?
Spend less time searching through scattered documents and more time focusing on your business. Improve transaction visibility, identify missing information, and make your financial records easier to manage.
Packages cover 100, 300, or 600 transactions, depending on your workload. If you have multiple accounts or complex records, please message before ordering so the scope can be confirmed.
Note: This service covers bookkeeping and document organization, not tax advice, T1/T2 preparation, CRA filing, or GST/HST filing.
Ready to replace financial confusion with clarity? Message today.
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 do you need to start?
Please provide your transaction export, the date range, your preferred categories, and any instructions needed to organize the records.
Which file formats do you accept?
I can work with compatible Excel and CSV files. Please contact me before ordering if your documents are in another format.
Can you organize bank transactions?
Yes. I can organize transaction exports supplied by you and flag unclear entries. This does not automatically include bank reconciliation.
Can you organize receipts and invoices?
Yes, within the selected package limits. I can arrange the documents and prepare a checklist of missing or unclear items.
Do you prepare Canadian T2 corporate tax returns?
No. This gig provides administrative bookkeeping and document organization, not T2 tax-return preparation or filing.
Can you file my taxes with the CRA?
No. I do not offer CRA filing, tax advice, or tax-return submission through this gig. Please engage an appropriately qualified tax professional.
Will you decide which expenses are tax deductible?
No. I can apply categories or instructions you provide, but your accountant or tax professional must determine the correct tax treatment.
Can you work with QuickBooks?
I can only accept QuickBooks-specific work that matches my verified experience and the available export files. Please message me with your requirements first.
How do you handle confidential information?
Please share only the information necessary for the task. Remove passwords and unnecessary personal details, and use secure file-sharing methods supported by Fiverr.
What does a revision include?
A revision covers reasonable corrections to the agreed formatting or organization. New files, additional transactions, or a change in scope may require a separate order.
