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English
$
USD
I will do professional bookkeeping in xero or qbo
About this Gig
Are you looking for an expert bookkeeper to keep your business financial records 100% accurate, organized, and tax-ready? You are in the right place.
I provide professional cloud bookkeeping and financial reporting services using QuickBooks Online and Xero. I will ensure your books are completely clean, accurate, and ready to hand over to your CPA for tax season. Let me manage the spreadsheets so you can focus entirely on growing your business.
Services Offered in My Packages:
- Chart of Accounts setup, cleaning, and optimization
- Bank, credit card reconciliation
- Hubdoc receipt extraction and digital expense matching
- Categorization of income, expenses, and asset accounts
- Monthly financial reporting (Profit & Loss, Balance Sheet, Cash Flow)
Why Hire Me?
- CPA-Ready Books: Save money on your accountant fees by delivering perfectly organized records that your CPA can use instantly.
- Premium Quality: I focus on accurate, audit-ready data delivery-not cheap, rushed entry.
- Hubdoc Integration: Smart receipt matching to ensure you never lose a tax deduction.
- Confidentiality: Your financial security and data safety are my top priorities.
Financial software:
QuickBooks
•
Xero
Industry:
Business services & consulting
•
Construction
•
E-Commerce
Target country:
Australia
•
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
What information or access do you need from me to start?
To begin, I will need accountant-level access to your QuickBooks Online or Xero account. If you use Hubdoc, I will need access to that as well. You will also need to provide your monthly bank/ credit card statements in PDF format.
Will my financial data and login credentials be secure?
Absolutely. Data security and confidentiality are my highest priorities. I never share your financial information with third parties. For maximum safety, you should invite me to your accounting platform using my email address rather than sharing your master login credentials.
Do your packages include tax filing or tax planning?
No, I do not file income taxes or provide structural tax planning advice. My job is to ensure your books are 100% accurate, categorized, and reconciled so they are completely CPA-ready. You can seamlessly hand my final reports to your accountant for tax preparation.
What happens if my monthly transaction volume is higher than your package limits?
My packages are priced based on specific transaction volume caps. If your business exceeds 200 or 500 transactions in a given month, please send me a message! I will review your requirements and provide a fair, customized monthly quote tailored to your scale.
Can you help clean up or catch up on my messy books from previous months or years?
Yes! If your books are behind or need an extensive cleanup, please message me before ordering. I will evaluate the state of your accounts and send you a custom "Catch-Up Bookkeeping" proposal to bring your records completely up to date.
