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I will dedicated monthly bookkeeper and financial partner
Acerca de este Servicio
Running a business is demanding enough without the stress of managing your own finances. Im Tracy a CPA candidate with an MBA, MSc in Investment and Financial Risk, and a QuickBooks Online Certified ProAdvisor with 5+ years of experience in bookkeeping and financial operations.
When you work with me youre not just getting someone to enter numbers. Youre getting a dedicated Financial Partner who keeps your books clean, your cash flow clear, and your financial reports accurate every single month.
Whats included:
Monthly bank & credit card reconciliation
Profit & Loss, Balance Sheet & Cash Flow statements
GST/HST tracking & ITC reconciliation
Accounts receivable & invoice tracking
Accounts payable management
Budget vs. actual reporting
Cash flow monitoring
Software: QuickBooks Online
Every delivery includes accurate, organized financials you can actually use to make confident business decisions.
Message me before ordering so we can discuss your specific needs and make sure were the right fit.
Clean Books. Clear Numbers. Real Clarity.
Los servicios no se controlan
Ten en cuenta que este servicio no pasa por un proceso de revisión. Te recomendamos enviar un mensaje al freelancer y verificar todos los detalles necesarios antes de hacer el pedido. Ver más información sobre los servicios financieros en Fiverr.
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FAQ
What information do I need to provide to get started?
Once you place your order I’ll send you a brief onboarding questionnaire covering your business type, transaction volume, software you currently use, and access to your accounts. Everything is handled securely and confidentially.
What if I have more than 2 bank or credit card accounts?
No problem at all. Additional accounts beyond your plan’s limit are billed at $75 per account per month. Please message me before ordering so I can provide an accurate quote based on your specific situation.
Do you work with businesses outside of Canada?
My primary focus is Canadian small businesses as I specialise in GST/HST compliance and CRA requirements. However I do work with international clients on general bookkeeping, reconciliation, and financial reporting. Message me to discuss your specific needs.
How long does it take to complete a month of bookkeeping?
Turnaround time depends on transaction volume and how organized your records are. For most small businesses I deliver completed financials within 5–7 business days of receiving all necessary access and documentation.
My books are a complete mess. Can you still help me?
Absolutely, books cleanup and catch-up bookkeeping is one of my core services. No judgment at all. Message me first so we can assess the scope of work and I can provide an accurate quote for getting everything cleaned up and current.
Can I upgrade my package as my business grows?
Absolutely. Your needs will evolve as your business grows and I’m here to grow with you. We can discuss upgrading your services at any time — just send me a message and we’ll adjust your package accordingly.
