Categorization & Recon in QuickBooks/Xero for USA clientsKaran Kukreja
Services I offer :
-Complete a QBO checkup and determine a plan of action
-Categorization of monthly/yearly transactions. This includes income (invoices, etc.), expenses, and Journal Entries if needed.
-Payroll entries & processing
-Reconciliation and monthly/yearly close entries (so you can be prepared for Tax time)
How it works:
-Send me a message to confirm the details before purchasing OR We start with a discovery call. We will discuss your exact needs and how I can help you.
-Add me as an Accountant User in your QBO /Xero account
-I will do a QuickBooks/Xero Diagnostics Review to identify any issues, see where you have left off in your bookkeeping, and outline a plan of action to get your bookkeeping all caught up.
-I will send you a custom offer based on the findings from the Diagnostics Review and request for documents. We can discuss and customize as needed to fit your budget and goals.
-I will start working! After completion, I will send the financials & query sheet for review and when you provide answers to queries & uncategorized transaction coding, I will update books & send again updated financials.
USA INDIVIDUALS AND BUSINESS ONLY
FAQs
Absolutely! Please message me and I will take you through the next steps to get a custom proposal and start working together long-term.
I communicate with my clients mainly through Fiverr messages. I can also use Zoom meetings if needed. I will keep you updated on the progress of your project and answer any questions you may have along the way.
In order to provide the best service to my clients in the areas that I am most knowledgeable, I only offer my services to U.S based clients.
I have experience working with a diverse range of businesses, from small startups to established enterprises. Regardless of the industry or size, I can assist in organizing and cleaning up your financial records.
Yes, I offer detailed assistance in preparing for tax season, ensuring all your documents are accurate and submitted in a timely manner.
Yes. I will need accountant access when working in your books. This access can be removed after gig is completed.
I work with QuickBooks Online, QuickBooks Desktop, Xero ! I can help you switch from another software and choose the correct subscription for QBO/Xero.
► Slack ► Google Calendar and Calendly ► Taxdome ► Hubdoc ► Bill.com ► ADP ► Gusto ► Google Workspace ► Outlook ► Asana ► Last pass ► Microsoft Team
I always adjust myself with client time zone we will discuss the suitable time when we can interact with each other and I will adjust my working with yours availability. I care about client comfort so don't worry about time differences.
Example work
Karan's other services
Starting at$13 /hr
Tags
FreshBooks
Microsoft Excel
Quickbooks
Tvori
Xero
Accountant
Auditor
Bookkeeper
Service provided by
Karan Kukreja Delhi, India
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- Followers
Categorization & Recon in QuickBooks/Xero for USA clientsKaran Kukreja
Starting at$13 /hr
Tags
FreshBooks
Microsoft Excel
Quickbooks
Tvori
Xero
Accountant
Auditor
Bookkeeper
Services I offer :
-Complete a QBO checkup and determine a plan of action
-Categorization of monthly/yearly transactions. This includes income (invoices, etc.), expenses, and Journal Entries if needed.
-Payroll entries & processing
-Reconciliation and monthly/yearly close entries (so you can be prepared for Tax time)
How it works:
-Send me a message to confirm the details before purchasing OR We start with a discovery call. We will discuss your exact needs and how I can help you.
-Add me as an Accountant User in your QBO /Xero account
-I will do a QuickBooks/Xero Diagnostics Review to identify any issues, see where you have left off in your bookkeeping, and outline a plan of action to get your bookkeeping all caught up.
-I will send you a custom offer based on the findings from the Diagnostics Review and request for documents. We can discuss and customize as needed to fit your budget and goals.
-I will start working! After completion, I will send the financials & query sheet for review and when you provide answers to queries & uncategorized transaction coding, I will update books & send again updated financials.
USA INDIVIDUALS AND BUSINESS ONLY
FAQs
Absolutely! Please message me and I will take you through the next steps to get a custom proposal and start working together long-term.
I communicate with my clients mainly through Fiverr messages. I can also use Zoom meetings if needed. I will keep you updated on the progress of your project and answer any questions you may have along the way.
In order to provide the best service to my clients in the areas that I am most knowledgeable, I only offer my services to U.S based clients.
I have experience working with a diverse range of businesses, from small startups to established enterprises. Regardless of the industry or size, I can assist in organizing and cleaning up your financial records.
Yes, I offer detailed assistance in preparing for tax season, ensuring all your documents are accurate and submitted in a timely manner.
Yes. I will need accountant access when working in your books. This access can be removed after gig is completed.
I work with QuickBooks Online, QuickBooks Desktop, Xero ! I can help you switch from another software and choose the correct subscription for QBO/Xero.
► Slack ► Google Calendar and Calendly ► Taxdome ► Hubdoc ► Bill.com ► ADP ► Gusto ► Google Workspace ► Outlook ► Asana ► Last pass ► Microsoft Team
I always adjust myself with client time zone we will discuss the suitable time when we can interact with each other and I will adjust my working with yours availability. I care about client comfort so don't worry about time differences.
Example work
Karan's other services
$13 /hr