Phoenix - Your AI AssistantClean up and catch up your QuickBooks Online or Xero books
Delivery in
3 days
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What you get with this Offer
★ Books months behind or full of errors? Get clean, reconciled, tax-ready books from a Certified QuickBooks Online ProAdvisor & Xero Advisor
★ 8+ years of experience | 50+ clients across the USA, Canada, UK & Europe
✅ WHAT'S INCLUDED
✔ Review of your file: bank feeds, Chart of Accounts and past reconciliations
✔ Categorize or correct up to 150 transactions
✔ Remove duplicate entries and bank-feed doubles
✔ Reconcile 1 bank or credit card account ($0.00 difference)
✔ Clean Profit & Loss and Balance Sheet
✔ A summary of every change I made
✅ WHY CLIENTS CHOOSE ME
✔ Certified in QuickBooks Online & Xero
⚡ Fast replies and on-time delivery
✔ 100% confidential: secure accountant access, no password needed
► More months, transactions or accounts? Choose an add-on or message me for a custom quote.
► Message me before ordering and I'll recommend the right option.
★ 8+ years of experience | 50+ clients across the USA, Canada, UK & Europe
✅ WHAT'S INCLUDED
✔ Review of your file: bank feeds, Chart of Accounts and past reconciliations
✔ Categorize or correct up to 150 transactions
✔ Remove duplicate entries and bank-feed doubles
✔ Reconcile 1 bank or credit card account ($0.00 difference)
✔ Clean Profit & Loss and Balance Sheet
✔ A summary of every change I made
✅ WHY CLIENTS CHOOSE ME
✔ Certified in QuickBooks Online & Xero
⚡ Fast replies and on-time delivery
✔ 100% confidential: secure accountant access, no password needed
► More months, transactions or accounts? Choose an add-on or message me for a custom quote.
► Message me before ordering and I'll recommend the right option.
What the Freelancer needs to start the work
To get started, please send me:
1. Your accounting software: QuickBooks Online or Xero
2. The months that need cleanup or catch-up
3. An accountant user invite (QuickBooks Online) or advisor invite (Xero). No password needed
4. Bank and credit card statements (PDF) for the whole period
5. The number of bank and credit card accounts to reconcile
6. Any known problems: duplicates, missing transactions, wrong balances
Not sure how to send an invite? Just message me and I'll guide you step by step.