I will do quickbooks setup, bookkeeping, bank reconciliation and data migration
Helping entities by simplifying finance with smart QBO and Odoo ERP
About this Gig
Are your books a mess? Are you months behind on your accounts and don't know where to start? Or maybe you're launching a new business and want to get your QuickBooks set up correctly from day one so you never have to deal with financial chaos down the road?
Whatever your situation, you're in the right place.
I am a QuickBooks Pro Advisor with extensive hands-on experience helping businesses of all sizes from solo freelancers and startups to established SMEs and growing companies get their finances organized, accurate, and completely stress-free. I work with QuickBooks Online, and I understand that every business is different. That's why I don't offer a one-size-fits-all solution. Instead, I take the time to understand your specific business model and your goals then set up & manage your QuickBooks in a way that actually works for you.
I have helped multiple clients across multiple industries clean up their messy books, migrate their financial data from other platforms, set up new accounts from scratch, and maintain accurate, real-time records they can actually rely on. Whether you need a one-time cleanup or ongoing monthly bookkeeping support, I am here to assist you.
Financial software:
QuickBooks
•
Xero
•
Sage
Industry:
Beauty & cosmetics
•
E-Commerce
•
Medical & pharmaceutical
Target Country:
Canada
•
United Kingdom
•
United States
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.
My Portfolio
FAQ
Are you familiar with Accounting Standards like GAAP & IFRS?
Yes, I always work in accordance with GAAP (Generally Accepted Accounting Principles) and IFRS (International Financial Reporting Standards).
Usually what information is required to perform a bookkeeping job?
I need accounting firm access of QBO or Xero account, bank, credit card & Loan statements along with all sales and purchase data in right format. Requirements vary from client to client depending upon the nature and workflow of business.
How do you categorize expenses and Income without knowing my workflow and business?
I use bank/credit card statements description for analyzing the nature of the transaction. But I don’t rely wholly solely on description and QuickBooks artificial intelligence. If need I will ask you about transactions purpose by preparing an excel queries sheet.
Why do you ask for QuickBooks or Xero access before an order placement?
I make myself sure that client’s books are ready for the work the client is asking for. If I found discrepancies in the books which need to be rectified before I start my job. I point out those to the client, if the client agrees to rectify them. Then I will move forward.
How do I give you access to my QuickBooks Online or Xero?
Login into your QuickBooks Online account. On the right top, click the "Gear icon (cogwheel) -> Manage Users -> Accounting Firms -> Invite". Login into your Xero account. From setting you need add user (at least standard or admin as per working need).
My Bank/Credit Card account is connected to QuickBooks. Then why you need statements in PDF format?
Even your Bank/Credit Card is connected to QBO account. I will need statements for cross-check transactions with QBO or Xero register, reconciliation and adjusting PayPal/Stripe fees appropriately.
Are you available for monthly and long term basis or long term?
Of course, I am available for monthly and long term bookkeeping as per your need.
3 reviews for this Gig
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Rating Breakdown
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rodneyabernathy

United States
Shah is a AAAAA +++++ 5 Star freelancer. He is highly recommended, professional, courteous and knowledgeable. He is the one for your IT needs.
2 days
Duration
S 
Seller's Response
Helpful?T 
trainersean14

United States
always great !
1 day
Duration
S 
Seller's Response
Helpful?T 
trainersean14

United States
Shah is exceptional at accounting! Highly detailed oriented and does an excellent job with problem solving and communication.
3 days
Duration
S 
Seller's Response
Helpful?
3 reviews for this Gig
| (3) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
R 
rodneyabernathy

United States
Shah is a AAAAA +++++ 5 Star freelancer. He is highly recommended, professional, courteous and knowledgeable. He is the one for your IT needs.
2 days
Duration
S 
Seller's Response
Helpful?T 
trainersean14

United States
always great !
1 day
Duration
S 
Seller's Response
Helpful?T 
trainersean14

United States
Shah is exceptional at accounting! Highly detailed oriented and does an excellent job with problem solving and communication.
3 days
Duration
S 
Seller's Response
Helpful?
