I will monthly bookkeeping in quickbooks online proadvisor MBA CPA
About this Gig
I will:
- Do a QBO Bookkeeping Checkup and plan of action
- Accurately record your transactions so you can have clean, tax-ready financials
- Reconcile your bank accounts so you can be sure the numbers are right
- Send you the Profit and Loss, Balance Sheet, General Ledger, and Trial Balance to give your tax preparer
How it works in 3 easy steps:
1. Send me a message to confirm details before purchasing
2. Add me as an Accountant user to your QuickBooks Online account
3. Send your monthly bank statements to be reconciled
My Qualifications
- Working with QuickBooks since 2008 and Advanced Certified in QBO
- Masters in Business Administration
- Actively licensed Certified Public Accountant in Idaho
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
How do we get started?
After we have discussed your project, you will need to add me as an accountant user to your QBO file. To do this, log into your QBO account. Then click on the Gear Icon > Manage Users. You will choose "Add User" and will need to send the request to my email.
Can you import prior years' transactions into QBO?
Yes! I will just need a CSV file with the transactions or your bank statements.
Are you available to be my long-term bookkeeper?
Absolutely! My goal is to establish long-term relationships with my clients.
What apps do you know how to use with QBO?
I'm familiar with Bill.com, Universe, Chargify, tripe, Paypal, Infusionsoft, T-sheets, Clio, and more. If you have an integration you would like, I can help you set that up.
Do you work with businesses outside of the U.S.?
I am only able to work with domestic companies with U.S. Bank accounts. I do work with some clients in Canada depending on the business set up.
What bookkeeping services can you provide?
Accurately record your transactions for clean, tax-ready financials - Keep a clean paper trail and attach supporting documentation in QBO - Pay your bills for you using Bill.com - Reconcile your bank accounts so you can be sure the numbers are right -
What industries do you serve?
I primarily work with clients in three industries: professional services, e-commerce, and real estate.
22 reviews for this Gig
| (22) | ||
| (0) | ||
| (0) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
V verde29

United States
Ongoing collaborationRobin took the time to understand what we needed done and accomplished that… So much so, that we are continuing to utilize her and her expertise moving forward… Thank you again Robin!
$400-$600
Price
Helpful?S 
sproutedwebdev

United States
looking forward to having you continue to work with us! Thanks so much for your work and catching us up!
$100-$200
Price
Helpful?A 
atr10457

United States
Thank you for your expertise. We will be doing ongoing business.
$50
Price
Helpful?V verde29

United States
Ongoing collaborationVery comprehensive and professional… Helped to pinpoint what our small business needs right now .. delivered the work expeditiously… Thank you so much!
$50
Price
Helpful?S svdtools

United States
Ongoing collaborationGreat job! Robin is very easy to work with.
$200-$400
Price
Helpful?
22 reviews for this Gig
| (22) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
V verde29

United States
Ongoing collaborationRobin took the time to understand what we needed done and accomplished that… So much so, that we are continuing to utilize her and her expertise moving forward… Thank you again Robin!
$400-$600
Price
Helpful?S 
sproutedwebdev

United States
looking forward to having you continue to work with us! Thanks so much for your work and catching us up!
$100-$200
Price
Helpful?A 
atr10457

United States
Thank you for your expertise. We will be doing ongoing business.
$50
Price
Helpful?V verde29

United States
Ongoing collaborationVery comprehensive and professional… Helped to pinpoint what our small business needs right now .. delivered the work expeditiously… Thank you so much!
$50
Price
Helpful?S svdtools

United States
Ongoing collaborationGreat job! Robin is very easy to work with.
$200-$400
Price
Helpful?

