QuickBooks Online Bookkeeping & Cleanup

Fatima Salman

Contact for pricing

About this service

Summary

Fatima offered expert bookkeeping services using QuickBooks Online with a focus on accuracy and efficiency.

I am a seasoned professional accountant ( Quickbooks ProAdvisor Certified, Xero Certified) with more than 10 years in the field. Financial accounting, bookkeeping in Quickbooks Online, bookkeeping in Xero, payroll services, tax-related consulting, invoicing, billing, and bank reconciliation are just a few of the many services we provide. I promise complete client Satisfaction. Please get in contact with me so that we may begin working on your project!

Process

Bookkeeping Service Process on Contra

Consultation Meeting

Schedule a 30 minutes Zoom or Google Meet session to discuss the client's bookkeeping needs, expectations, and any specific requirements.

Provide an overview of the services offered and answer any queries.

Access to Bookkeeping Software

Request accountant access to the client’s bookkeeping software (QuickBooks Online, Xero, or Zoho Books).

Review the current state of the books, ensuring accuracy and completeness.

Business Account Statements

Upon agreement, request necessary bank and financial statements to ensure accurate record-keeping and reconciliation.

Verify transactions against the provided documents to maintain compliance and accuracy.

Bookkeeping and Reconciliation

Categorize transactions appropriately and reconcile accounts with bank statements.

Ensure all expenses, revenue, and liabilities are correctly recorded.

Financial Reports & Insights

Generate key financial reports such as Profit & Loss, Balance Sheet, and Cash Flow statements.

Provide insights on financial trends, discrepancies, and opportunities for optimization.

Final Review and Delivery

Conduct a final check to ensure all records are accurate and up to date.

Share completed reports and bookkeeping records with the client.

Ongoing Support & Communication

Offer continued bookkeeping support as per the agreed package.

Be available for follow-up queries or periodic financial reviews.

FAQs

What bookkeeping software do you support?
I work with QuickBooks Online, Xero, and Zoho Books. You can grant me accountant access to your preferred software for efficient bookkeeping.
How do I provide access to my bookkeeping software?
Once we agree to proceed, I will guide you through granting accountant access on QuickBooks Online, Xero, or Zoho Books. This allows me to review and manage your books securely.
Do you offer a free consultation before starting?
Yes! I provide a free consultation via Zoom or Google Meet to understand your requirements and tailor my services accordingly.
What documents do you need to get started?
I typically require: Accountant access to your bookkeeping software Bank and credit card statements PayPal, Stripe, or other payment processor reports (if applicable) Any receipts, invoices, or expense details you wish to include
Can you help clean up and fix past bookkeeping issues?
Yes! If your books are outdated or have errors, I can perform a thorough review and cleanup to bring them up to date.
How often do you update the books?
Depending on the service package you choose, I can update your books weekly, bi-weekly, or monthly to ensure accurate financial records.
Do you provide financial reports?
Yes! I generate key reports, including: Profit & Loss Statement Balance Sheet Cash Flow Statement These reports help you track your business performance.
Is my financial data secure with you?
Absolutely! I follow strict confidentiality protocols and only use secure access methods to handle your financial data.
Do you offer tax preparation services?
While I specialize in bookkeeping, I can prepare accurate financial records for your accountant or tax preparer. If needed, I can also assist with tax-ready financial reporting.
What are your payment terms?
Payments are handled through Contra, and I require full or milestone-based payments, depending on the scope of work.
Can I request ongoing bookkeeping services?
Yes! I offer one-time, monthly, and long-term bookkeeping support based on your business needs.
How do I get started?
Simply send me a message on Contra to schedule a free consultation and discuss your bookkeeping needs!

What's included

30 minutes consultation call to discuss the books
30 Minute QuickBooks Online, Zoom meeting Consultation to to optimize Books
QuickBooks online, Xero & Zohobooks Setup
Quickbooks Online, Xero & Zoho Books set up of company and its chart of accounts.
Cleanup and reconciliation
Streamline QuickBooks online Bookkeeping, clean up and bank Reconciliation for agreed number of transaction

Example projects