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I will do basic and light month end bookkeeping with xero and qbo
About this Gig
Basic/Light month-end bookkeeping
Are you looking for accurate and reliable bookkeeping support for your business?
I will help you keep your books clean, organized, and up to date with professional month-end bookkeeping services.
Services Included:
- Bank and Credit card reconciliation
- Transaction categorization
- Cleanup of uncategorized transactions
- Profit & Loss report
- Balance Sheet report
- Monthly bookkeeping review
- Organized financial records
Software
- QuickBooks Online
- Xero
What I Need From You
- Bank statements
- Credit card statements
- Receipts/Bills/Invoices
- Bookkeeping software access
Why Choose Me?
- Accurate and organized work
- Clear communication
- Fast delivery
- Client-focused support
- Confidential handling of financial data
Please contact me before placing an order for custom requirements or large transaction volumes.
Thank you, and I look forward to helping your business stay financially organized.
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.
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FAQ
What is Month-end Bookkeeping?
Month-end bookkeeping means I will handle your books to ensure accurate reporting, usually within 3-5 days after the month ends. If you need an ongoing support, you can message me.
What do I need to get started?
I’ll need access to your Online Accounting software (send me an invitation), bank and credit card statements for the months to be done, and any relevant bills, receipts and invoices.
What reports will I receive?
You’ll get standard financial reports such as the Profit & Loss and Balance Sheet Report.
How many transactions are included in each package?
My Basic package includes up to 150 transactions per month. For additional transactions, you can either upgrade your package or request a custom offer.
What if I have more bank or credit card accounts than included in the package?
No problem! Each additional account can be added for $20, which also covers the extra transactions and reconciliation time.
Can you help me clean up or catch up several months of backlog?
Yes! I do clean up and catch up bookkeeping services. You can message me for more details.
Do you provide tax filing services?
No, I currently focus on bookkeeping — recording and organizing your financial data so it’s accurate and ready for your accountant or tax preparer.
Can you help me set up Xero and QuickBooks Online from scratch?
Yes! If you’re starting fresh, I can help you set up your account, create chart of accounts and customize your file.
Do you work with multi-currency accounts or international clients?
Yes! I can manage accounts and transactions in any currency supported by Xero and QuickBooks. I also work with clients from any country.
Will you maintain the confidentiality of my financial data?
Absolutely. I value your privacy and guarantee full confidentiality for all your financial information and records.
