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I will qbo bookkeeping cleanup and catch up services
About this Gig
Are you a restaurant owner, hospitality manager, or creative agency leader overwhelmed by messy receipts, unreconciled bank accounts, and disorganized ledgers?
As an Intuit Certified Bookkeeper holding an advanced QuickBooks Online Level 2 Certification, I specialize in transforming financial chaos into clean, accurate, and tax-ready records. Backed by 10 years of professional data workflow and operational transaction experience, I understand the unique financial set-ups of the hospitality and creative industries-from POS system management to detailed project tracking.
What I can do for your business:
- Complete historical catch-up and ledger cleanup
- Precision bank and credit card reconciliations
- Chart of Accounts restructuring and optimization
- POS sales data integration and error correction
- Accurate financial statement preparation
I maintain absolute confidentiality and precision. Let me handle the tracking so you can focus on scaling your business and creative projects. Please contact me before ordering so we can discuss the unique needs of your business ledger.
Financial software:
QuickBooks
Industry:
Art & design
•
Food & beverage
•
Media & entertainment
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
Do you prepare or file business tax returns?
No, I specialize strictly in bookkeeping, ledger cleanups, and financial document tracking. My goal is to organize your transactions perfectly so that your books are 100% tax-ready. You can hand the finalized reports straight to your CPA or tax accountant for effortless filing.
How do you guarantee the security and privacy of my financial data?
I adhere to strict professional confidentiality guidelines. I operate via secure cloud connections, use multifactor authentication (MFA) for all system logins, and always access your accounting file using isolated Accountant-level user permissions you control.
What access details or documents do you need to begin my cleanup?
To protect your security, you will provide standard Accountant-level access to your QuickBooks Online file. You will also need to provide PDF copies of your bank and credit card statements for the specific months needing reconciliation, along with access to your POS sales reports if applicable.
How do we get started if my books are behind by several months?
Simply click the contact button to send me a direct message. We will review your current bookkeeping status, estimate your monthly transaction volume, and outline a clear, organized timeline to catch your business up completely.
What happens if I am missing receipts or cannot identify certain transactions?
I will set up a dedicated "Uncategorized Expenses" folder or holding account in your ledger. We will do a brief review together to classify them properly before closing the month, ensuring your records remain perfectly accurate.
Can you reconcile my restaurant Point-of-Sale (POS) software with QuickBooks?
Yes, I can map and reconcile daily sales data from major platforms like Toast, Square, or Clover into your QuickBooks ledger. I ensure your daily cash, credit card receipts, and delivery app payouts perfectly match the cash hitting your business bank accounts.
I run a creative agency. Can you track profitability by specific projects?
Absolutely. I can configure your QuickBooks Chart of Accounts for project-based class tracking. This allows you to view exact margins, labor allocations, and software expenses for individual creative campaigns, design projects, or production contracts.
I am moving from Excel or Wave to QuickBooks Online. Can you help?
Yes. I can manage the entire digital conversion process. I will import your historical data, build out a custom Chart of Accounts tailored to your specific industry, and ensure your beginning account balances match your previous statements exactly.
