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I will be your expert quick books and xero controller
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Are You Losing Time and Money to Messy Books?
Stop struggling with confusing spreadsheets and outdated financial data! I am your trusted Certified Bookkeeper and Financial Accountant dedicated to providing audit-proof and accurate financial services.
With 10 years of proven experience managing finances for small to medium-sized businesses, I specialize in eliminating financial confusion and ensuring your business is tax-ready year-round.
My Expertise in Quickbooks and Xero
I deliver precise and professional bookkeeping services tailored specifically to the worlds leading platforms.
- Quickbooks Online (QBO ProAdvisor Certified)
- Xero (Certified Partner Expertise)
Core Bookkeeping Services Offered:
This is where your investment guarantees clarity and compliance:
- Books Cleanup & Catch Up: Bringing messy or outdated records (past months/years) completely up to date.
- Bank and Credit Card Reconciliation: Ensuring 100% accuracy between your accounts and your chosen software.
- Setup: Professional setting up of new company files and optimized Chart of Accounts.
- Financial Reporting: Generating key statements (P&L, Balance Sheet, Cash Flow) for critical decision-making.
- Accounts Payable/Receiva
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
Which accounting software do you work with?
I am an expert with over 10 years of experience primarily working with Quickbooks Online (QBO) and Xero. I can also handle basic tasks in other systems like FreshBooks, Wave, and Zoho Books, but QBO and Xero are my specialty.
What exactly is a "Bookkeeping Cleanup"?
A Bookkeeping Cleanup is the process of reviewing and correcting previous months' or years' transactions. This includes reconciling all bank/credit card accounts, fixing miscategorized items, and ensuring your starting balances and opening balances are correct. This is essential for accurate financi
I have several months of transactions to catch up on. Which package should I choose?
For a multi-month catch up project, please choose the Standard or Premium package, which are designed for larger transaction volumes. Crucially, please message me first with the number of months and the estimated total number of transactions so I can provide an accurate custom quote.
Are you a CPA, and what is your level of experience?
I am a professional Accountant and Certified Bookkeeper with 10 years of experience in financial management and compliance for small and medium businesses (SMEs). While I focus on accurate bookkeeping and reporting, I recommend consulting a local CPA for filing your final tax returns.
Is my financial data safe and confidential?
Absolutely. I guarantee 100% confidentiality and data security. All information is handled with the highest level of professional discretion, as required by standard accounting ethics.
What kind of reports will I receive?
Depending on your chosen package, you will receive essential Financial Reports, including the Profit & Loss Statement (P&L), Balance Sheet, and, in the premium tier, a detailed Cash Flow Statement. These reports are vital for business strategy and tax compliance.
