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Fiverr Pro
English
$
USD
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I will manage invoicing, data entry, billing plus more
About this Gig
Are you overwhelmed with billing, invoicing, or financial admin tasks? Let me help.
Im Macie, founder of SumlyVA, a Financial Virtual Assistant service that helps businesses stay organized and stress-free. With certifications in Excel and QuickBooks, plus experience in both the legal and tech billing fields, I bring accuracy, confidentiality, and professionalism to every project.
Heres how I can support you:
Billing & invoicing (creation, processing, reconciliation)
Expense tracking & categorization
Accurate financial data entry in Excel, Google Sheets, or QuickBooks
Monthly reports & dashboards for clear insights
Timesheet reconciliation
My packages are designed to fit different needs from one-time cleanups to ongoing monthly support. Whether you're a solopreneur or a growing business, I'll deliver reliable financial admin that saves you time and reduces stress.
Lets work together to add accuracy and subtract stress from your workflow.
Financial software:
FreshBooks
•
QuickBooks
•
Zoho finance plus
Industry:
Data analytics
•
E-Commerce
•
Legal
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.
FAQ
Can I trust you with sensitive financial data?
Absolutely. I treat all client data with strict confidentiality. I have professional experience in both legal and tech billing environments, so I understand the importance of accuracy, security, and discretion.
Do you work with QuickBooks Online and Excel?
Yes! I’m certified in QuickBooks and Excel, and I also work with Google Sheets and CMS platforms. I can adapt to your preferred tools.
What if I have more transactions than your package allows?
No problem — I offer custom quotes for larger volumes or ongoing monthly work. Just send me a message and I’ll create a tailored offer.
Do you provide full bookkeeping services?
I focus on financial admin support — billing, data entry, expense tracking, and reporting. For full accounting/tax filing, I recommend working with a licensed CPA.
How do you deliver reports and invoices?
I provide reports in Excel, Google Sheets, or QuickBooks formats (whichever you prefer). Invoices can be created in Word, PDF, or directly in QuickBooks.
Can you customize reports for my business needs?
Definitely. Whether you need specific formatting, dashboards, or custom categories, I’ll tailor the reports to fit your workflow.
Can you handle recurring monthly billing tasks?
Yes! Many of my clients hire me on a recurring basis. My Standard and Premium packages are designed for ongoing support, but I can also create a monthly retainer that fits your business.
