You will get I Will Clean Up and Reconcile Your QuickBooks Books.
Project details
I help small business owners clean up, reconcile, and organize their QuickBooks Online accounts so they have accurate financial reports and tax-ready books.
Services Include:
✔ Bank & Credit Card Reconciliations
✔ Transaction Categorization
✔ Chart of Accounts Cleanup
✔ Profit & Loss Statement
✔ Balance Sheet Review
Perfect For:
Small Businesses, Contractors, Realtors, Real Estate Investors, and Service-Based Businesses.
Let's get your books organized so you can focus on growing your business.
Services Include:
✔ Bank & Credit Card Reconciliations
✔ Transaction Categorization
✔ Chart of Accounts Cleanup
✔ Profit & Loss Statement
✔ Balance Sheet Review
Perfect For:
Small Businesses, Contractors, Realtors, Real Estate Investors, and Service-Based Businesses.
Let's get your books organized so you can focus on growing your business.
Project Type
Data Entry, Project Management, Customer SupportWhat's included
| Service Tiers |
Starter
$149
|
Standard
$399
|
Advanced
$899
|
|---|---|---|---|
| Delivery Time | 7 days | 10 days | 14 days |
Number of Revisions | 2 | 4 | Unlimited |
Optional add-ons
You can add these on the next page.
Additional Revision
+$25
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About Jaimise
QuickBooks Cleanup Specialist | Reconciliations | Catch-Up Bookkeeping
56%
Job Success
Philadelphia, United States - 8:16 am local time
Specializing in QuickBooks cleanup, catch-up, bank reconciliations, and automation rules that keep books accurate month after month.
Certifications:
QuickBooks ProAdvisor
Payroll Certification
Bookkeeping Certification
Client Advisory Services
Intuit experience
If your QuickBooks feels messy, confusing, or time-consuming — it’s not you.
It’s usually because your system was never set up correctly or efficiently.
I help small business owners automate their bookkeeping in QuickBooks Online so they can stop stressing about their numbers and focus on running their business.
With nearly 20 years of accounting and bookkeeping experience, I specialize in fixing broken QuickBooks setups and turning them into clean, automated systems.
🔧 What I Do Best
✔ QuickBooks Online cleanup & catch-up (even multiple years)
✔ Bank & credit card reconciliation
✔ Automation rules for expenses and income
✔ Bank feed setup & optimization
✔ Chart of Accounts cleanup and restructuring
✔ Recurring invoices, bills, and transactions
✔ Monthly close workflows that prevent future messes
💡 How I’m Different
Most bookkeepers just enter data.
I build systems.
That means:
• Less manual work
• Fewer errors
• Clear, reliable financials
• Books that stay clean going forward
I also teach you what I’m doing, so you’re never in the dark and never dependent on constant fixes.
🧠 Background You Can Trust
• Nearly 20 years in accounting & bookkeeping
• Experience with QuickBooks Online, SAP, NetSuite
• Strong background in reconciliations, AP/AR, reporting & controls
• Worked with service businesses, contractors, and real estate professionals
• Systems-driven approach
Steps for completing your project
After purchasing the project, send requirements so Jaimise can start the project.
Delivery time starts when Jaimise receives requirements from you.
Jaimise works on your project following the steps below.
Revisions may occur after the delivery date.
Project Kickoff & Information Gathering
I will review your bookkeeping needs and collect the necessary information, including QuickBooks access, bank statements, credit card statements, and etc. Deliverable: Project Assessment Access Verification Scope Confirmation