I will do bookkeeping and perform financial reporting
About this Gig
Project Overview:
Performed bookkeeping and financial reporting for a small service-based business.
What the Demo Includes:
- Recording 3 months of transactions
- Bank reconciliation
- Expense categorization
- Profit & Loss Statement
- Balance Sheet
- Cash Flow Summary
Tools Used:
- QuickBooks / Excel
Key Outcome:
- Clean and organized financial records
- Accurate financial statements
Improved visibility of business performance
What to Show
Upload:
- Before vs After bookkeeping (messy vs clean data)
- Financial statements (P&L, Balance Sheet)
- Charts showing expense breakdown
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
1. What information do you need to start the bookkeeping work?
I will need access to your financial records such as bank statements, invoices, receipts, sales data (Shopify, Amazon, PayPal, Stripe if applicable), and any existing accounting file (QuickBooks/Xero/Excel).
Which accounting software do you use?
I work with: QuickBooks Online/Desktop Xero Microsoft Excel / Google Sheets If you don’t have software set up, I can also help you create and organize your accounting system.
Will my financial data be kept confidential?
Yes, absolutely. All client data is handled with strict confidentiality and is used only for the agreed project work.
Can you catch up or clean up my past bookkeeping?
Yes. I can do catch-up bookkeeping, clean-up of past records, and fix errors or unreconciled accounts.
Do you provide financial statements?
Yes, I provide: Profit & Loss Statement Balance Sheet Cash Flow Statement Monthly financial reports (based on package)
Can you help with financial analysis and business insights?
Yes. I also provide financial analysis, KPI tracking, and insights to help you understand business performance and profitability.
How long does it take to complete the work?
Delivery time depends on the package and transaction volume. Basic work can take 2–3 days, while larger or complex projects may take up to 7–10 days.
Do you offer monthly bookkeeping services?
Yes, I provide ongoing monthly bookkeeping and financial management support for businesses who need continuous accounting services.
What if my accounts are messy or not organized?
No problem. I specialize in cleanup and reconciliation projects and can organize your financial records from scratch if needed.

