Phoenix - Your AI AssistantDo catch-up bookkeeping in QuickBooks Online for your accountant
Delivery in
3 days
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What you get with this Offer
Year-end coming and your books are months behind? I'll catch up your QuickBooks Online bookkeeping so your accountant gets clean, reconciled numbers.
This offer covers: categorising and reconciling up to 3 months for 1 bank account (up to 150 transactions a month). More months and accounts are available as add-ons below.
What's included:
- Categorising every transaction, with bank rules for regular suppliers
- Removing duplicates and fixing miscategorised entries
- Reconciling bank and credit card accounts month by month
- Separating owner drawings, loans and transfers from income and expenses
- P&L and balance sheet ready for your accountant
- A short questions list instead of guesses
I'm a certified QuickBooks ProAdvisor with hands-on Xero experience.
I review your file first and confirm the scope, so the price and timeline are clear before I start. I prepare the books; your accountant files the return.
This offer covers: categorising and reconciling up to 3 months for 1 bank account (up to 150 transactions a month). More months and accounts are available as add-ons below.
What's included:
- Categorising every transaction, with bank rules for regular suppliers
- Removing duplicates and fixing miscategorised entries
- Reconciling bank and credit card accounts month by month
- Separating owner drawings, loans and transfers from income and expenses
- P&L and balance sheet ready for your accountant
- A short questions list instead of guesses
I'm a certified QuickBooks ProAdvisor with hands-on Xero experience.
I review your file first and confirm the scope, so the price and timeline are clear before I start. I prepare the books; your accountant files the return.
What the Freelancer needs to start the work
1. Invite me to your QuickBooks Online company as an accountant user (free, and you can remove access anytime). I never need your password.
2. Tell me which months need catching up and which bank and card accounts, and attach the statements (PDF is fine).
3. Share any receipts, invoices or payroll reports you have. I'll flag anything missing instead of guessing.