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I will clean up your books to make you audit ready
Hi! I'm David, a dedicated bookkeeping professional focused on helping small businesses stay organized and tax ready. I specialize in bank reconciliation, transaction categorization, and financial rep...
Über diesen Service
Are your books a month behind? Or maybe a year? Accurate bookkeeping is the backbone of a successful business, but it shouldn't take up all your time. As a dedicated bookkeeping professional, I help small business owners and freelancers get their finances organized, balanced and tax ready.
I specialize in setting up clean systems and fixing historical errors so you can make informed decisions based on real data.
What I offer:
- Full cycle bookkeeping: categorizing transactions and reconciling bank/credit card accounts.
- Financial reporting: clean profit &loss statements and Balance sheets.
- Catch-up & Clean-up: Bringing old, messy books up to date.
- Software Setup: Getting you started on Quickbooks
- Chart of Accounts: Customizing your accounts to fit your specific industry.
Why Choose Me?
- Confidentiality & Security: Your financial data is handled with the highest level of integrity.
- Accuracy Focused: I don't just "input data", I ensure every cent is accounted for.
- Clear Communication: I explain your numbers in plain English
- On-time delivery: Professional results delivered when you need them.
Art der Dienstleistung:
Kreditorenbuchhaltung
•
Bankabstimmung
Finanzsoftware:
QuickBooks
•
Odoo
•
Zoho Books
Zielland:
Kenia
•
Großbritannien
•
USA
Services werden nicht überprüft
Bitte beachte, dass es für diese Dienstleistung kein Screening-Verfahren gibt. Wir empfehlen dir, dem Freelancer eine Nachricht zu senden und alle erforderlichen Details zu klären, bevor du einen Auftrag erteilst. Erfahre mehr über Finanzdienstleistungen auf Fiverr.
FAQ
What documents do I need to provide?
To get started, I need "Accountant Access" to your accounting software. If your books are not set up yet, I will need your bank and credit card statements in PDF or CSV format for the period being reconciled.
Do I need to give you my bank login password?
No. For security reasons you should never share your bank password. You can either provide "Read only" access through your bank's portal or simply download and send the statements as attachments.
Do you handle my taxes or file my returns?
I provide tax ready financial statements which your CPA or tax preparer will need to file your returns. I do not provide tax filing or legal tax advice myself.
What if I have more transactions than what's in the package?
Don't worry! If your transaction volume is higher than the package limit, I can send you a custom offer.
Is my data kept confidential?
Absolutely. Data security and client confidentiality ate my top priorities. I am happy to sign a Non Disclosure Agreement (NDA) if your business requires it.
