Phoenix - Your AI AssistantDo monthly bookkeeping and bank reconciliation in QBO or Xero
Delivery in
2 days
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What you get with this Offer
★ Reliable monthly bookkeeping by a Certified QuickBooks Online ProAdvisor & Xero Advisor
★ 8+ years of experience | 50+ clients across the USA, Canada, UK & Europe
✅ WHAT'S INCLUDED
✔ Categorize up to 100 transactions for the month
✔ Reconcile 1 bank or credit card account ($0.00 difference)
✔ Match invoices, bills and transfers
✔ Monthly Profit & Loss and Balance Sheet
✔ A short summary of your key numbers
✅ WHY CLIENTS CHOOSE ME
✔ Certified in QuickBooks Online & Xero
⚡ Fast replies and on-time delivery
✔ 100% confidential: secure accountant access, no password needed
► Ideal for small businesses who want accurate books every month without the hassle.
► 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
✔ Categorize up to 100 transactions for the month
✔ Reconcile 1 bank or credit card account ($0.00 difference)
✔ Match invoices, bills and transfers
✔ Monthly Profit & Loss and Balance Sheet
✔ A short summary of your key numbers
✅ WHY CLIENTS CHOOSE ME
✔ Certified in QuickBooks Online & Xero
⚡ Fast replies and on-time delivery
✔ 100% confidential: secure accountant access, no password needed
► Ideal for small businesses who want accurate books every month without the hassle.
► 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 month (or months) that need bookkeeping
3. An accountant user invite (QuickBooks Online) or advisor invite (Xero). No password needed
4. Bank and credit card statements (PDF) for the period
5. The number of bank and credit card accounts to reconcile
6. Any notes on how you'd like items categorized, or known issues in your books
Not sure how to send an invite? Just message me and I'll guide you step by step.