I will set up quickbooks online proadvisor CPA MBA
About this Gig
If I offered to help you set up QuickBooks Online for your business
- Locking in a 30% lifetime discount on your subscription
- With a lightning-fast turnaround (about 5 days)
- Without you having to try to figure it out on your own
So you can focus on running your business.
Would you take me up on that offer?
I'm Robin Buckallew, a CPA out of Boise, Idaho, and I've worked with over 100 small business owners to clean up, catch up, and level up their bookkeeping using QuickBooks Online. In 2018, I went from freelancer to full-time business owner, so I know what it takes to scale. Whether you need a complete overhaul of your books or a fresh start in QuickBooks, I'm here to help you get the financial clarity you need to grow your business.
Please Note: 30% Discount is only available on new QuickBooks Online account setups. US-based businesses ONLY.
Here's what's included:
- Create your new QuickBooks Online account
- Customize the Chart of Accounts to your specific business needs
- Assist you with syncing your bank & credit card accounts
- Categorize transactions and reconcile
- Add any asset or liability accounts
- Entering in opening Balance Sheet balances
- 1:1 Zoom meeting to review
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.
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 if I'm not currently using QuickBooks Online?
That's okay! If you need me to set up a QBO file for your company and start from scratch, just let me know and I can help you with that.

