You will get monthly bookkeeping: categorizing, reconciling, and financial reports.
Project details
You'll get monthly done-for-you bookkeeping which includes:
• Categorizing & reconciling bank, credit card and payment processor accounts.
• Monthly financial reports (P&L + Balance Sheet) with a written summary for easy understanding and application.
• Email support if you have questions
• Categorizing & reconciling bank, credit card and payment processor accounts.
• Monthly financial reports (P&L + Balance Sheet) with a written summary for easy understanding and application.
• Email support if you have questions
Project Type
Data Entry, OtherWhat's included
| Service Tiers |
Starter
$300
|
Standard
$400
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 30 days | 30 days | 26 days |
Number of Revisions | 0 | 0 | 0 |
3 reviews
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KM
Kiara M.
Sep 29, 2025
Detail-Oriented Service-Based Bookkeeper with Strong Internal Communication Skills
YS
Yevgeny S.
Jun 17, 2025
Paying quarterly taxes and social security for a self-employed
Yuki was attentive to my case and provided her expertise to resolve my questions. She helped me in an urgent situation for which I'm grateful.
JM
Jenny M.
Jun 1, 2025
Bookkeeping INTERN (Learn How to do Bookkeeping)
About Yuki
Bookkeeper for service-based businesses | QuickBooks Online Proadvisor
100%
Job Success
Phoenix, United States - 6:35 am local time
Having worked with multiple service-based businesses, I know that the financial side can quickly get messy or left on the backburner when you're busy running your business.
When we work together, you can rest assured that bookkeeping is one part of your business you don't have to worry about.
Services:
• Categorize transactions
• Reconcile accounts
• Deliver clean monthly financials (Profit + Loss and Balance Sheet, Statement of Cash Flows)
• Provide accounts receivable + accounts payable support
• Coordinate with your tax preparer so tax-time is a breeze
• Chart of Accounts set-up
• Clean-up or catch-up of historical transactions
About me:
• US-based (Phoenix, AZ)
• QuickBooks Online ProAdvisor, Intuit Certified Bookkeeper
• BS Accounting (one term from graduation)
• Cat lover! (I have 2)
Steps for completing your project
After purchasing the project, send requirements so Yuki can start the project.
Delivery time starts when Yuki receives requirements from you.
Yuki works on your project following the steps below.
Revisions may occur after the delivery date.
QuickBooks Account Access Request
After purchase, I’ll send a quick welcome message and request the following: Accountant access to QuickBooks Online Business bank/credit card statements (if not connected to QBO) Any relevant documents for the month (receipts, invoices, etc.)
Connect & Review Accounts
Ensure all bank, credit card, and payment processor accounts are connected to QBO. Review prior months for consistency or issues that may impact the current month.