You will get QuickBooks / Xero Cleanup & Financial Reconciliation Project
Top Rated
Project details
What sets me and this project apart is that I don’t treat reconciliation as simple transaction matching — I treat it as financial validation.
Most bookkeepers “reconcile” by clearing bank feeds. I go deeper. My approach includes structured diagnostic review, revenue-to-deposit logic testing, balance sheet integrity checks, and a controller-level final review to ensure the financial statements are reliable for decision-making, tax filing, and audit support.
With 10+ years of experience supporting US businesses, I focus on:
• Identifying structural issues, not just fixing symptoms
• Ensuring GAAP-aligned reporting
• Validating revenue, clearing accounts, and liabilities
• Delivering documented adjustments and control recommendations
The outcome is not just reconciled books — it’s clean, defensible, decision-ready financials.
Most bookkeepers “reconcile” by clearing bank feeds. I go deeper. My approach includes structured diagnostic review, revenue-to-deposit logic testing, balance sheet integrity checks, and a controller-level final review to ensure the financial statements are reliable for decision-making, tax filing, and audit support.
With 10+ years of experience supporting US businesses, I focus on:
• Identifying structural issues, not just fixing symptoms
• Ensuring GAAP-aligned reporting
• Validating revenue, clearing accounts, and liabilities
• Delivering documented adjustments and control recommendations
The outcome is not just reconciled books — it’s clean, defensible, decision-ready financials.
Industry
Animals & Pets, Architecture & Interior Design, Business Services & Consulting, Construction, Cybersecurity, Ecommerce, Energy, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Hardware & Electronics, Legal, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Nonprofit, Real Estate, Retail & Wholesale, Software, Transportation & Automotive, Travel & Tourism, Wellness, Writing & PublishingTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$150
|
Standard
$400
|
Advanced
$900
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 15 days |
Frequently asked questions
7 reviews
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JS
Josh S.
Jul 6, 2026
Financial Planner / Paraplanner
Kajal did a great job for us. Very easy to communicate with. Very professional.
TH
Tim H.
May 25, 2026
Bookkeeper (Dext, Xero, Plooto)
Kajal was excellent. Thorough and very knowledgeable. She was able to onboard within a matter of hours ( not days), manage our bookkeeping details, sort existing issues and create a seamless workflow within days. I would work with her again.
VB
Violet B.
May 17, 2026
Experienced Bookkeeper for Women-Owned US Company
Kajal did a 2025 Quickbooks clean up project for me, she did an fabulous job. This was quite a mess as it was a project of shifting Quickbooks desktop to Quickbooks online, and there was lots of duplicates and problems. Kajal handled it all gracefully and I am very happy with her quality of bookkeeping work. Thank you Kajal!
SA
Sultan A.
Apr 28, 2026
Remote Project Accountant / Bookkeeper (Construction + Education Project) – Ongoing
EA
Eden A.
Mar 9, 2026
FreshBooks Bookkeeper Needed for Full-Year Catch-Up Reconciliation (2025)
Kajal stepped in on short notice and quickly got up to speed on my FreshBooks accounting platform. She worked efficiently and independently and communicated clearly throughout the project. Within a tight timeframe, she reconciled everything so my accountant had what he needed for my 2025 tax filing. I really appreciated Kajal’s responsiveness and professionalism and look forward to working with her again.
About Kajal
Fractional Controller & CFO | CPA Equivalent | Bookkeeper | Quickbooks
100%
Job Success
Chennai, India - 4:44 am local time
*Top-Rated Bookkeeper | QuickBooks, Xero & Zoho Cleanup Specialist | CPA-Equivalent (Chartered Accountant) | 10+ Years Experience*
Are your books messy, behind, or inaccurate?
I help businesses clean up their books, catch up overdue bookkeeping, and build reliable accounting systems so you always know your true financial position.
With 10+ years of professional accounting experience and qualification as a Chartered Accountant (CPA-Equivalent), I specialize in bookkeeping cleanup, catch-up accounting, reconciliations, and ongoing bookkeeping for businesses worldwide.
I have supported companies across USA, Canada, UK, Australia, Europe, Singapore, Africa, India, and the Middle East, helping them restore financial clarity and maintain accurate records.
Services I Offer
QuickBooks, Xero and Zoho Bookkeeping
Accurate day-to-day bookkeeping, bank reconciliation, and financial record management.
Bookkeeping Cleanup & Catch-Up
Fix messy books, categorize transactions properly, reconcile accounts, and bring your books fully up to date.
Bank & Credit Card Reconciliation
Identify discrepancies, correct errors, and ensure balances match financial statements.
Chart of Accounts Optimization
Organize accounts for better reporting and financial visibility.
Financial Reporting
Prepare Profit & Loss, Balance Sheet, and Cash Flow reports to help you understand your business performance.
Accounting System Setup
Implement efficient workflows using QuickBooks Online, Xero, Zoho Books, and Excel.
Results Clients Appreciate
✔ Clean and accurate books ready for tax filing
✔ Faster month-end closing and better financial visibility
✔ Organized financial data for accountants, CPAs, and auditors
✔ Reduced accounting errors and improved reporting accuracy
Why Clients Choose Me
✔ 10+ Years Accounting Experience
✔ Chartered Accountant (CPA-Equivalent)
✔ Expertise in QuickBooks, Xero, Zoho Books, Excel
✔ Experience supporting global businesses and remote teams
✔ Detail-oriented, reliable, and committed to long-term client relationships
If your books need cleanup, catch-up bookkeeping, or reliable ongoing support, I can help bring your financial records back on track.
📩 Send me a message and let’s discuss how I can simplify your bookkeeping and accounting.
Steps for completing your project
After purchasing the project, send requirements so Kajal can start the project.
Delivery time starts when Kajal receives requirements from you.
Kajal works on your project following the steps below.
Revisions may occur after the delivery date.
Diagnostic Review
Review Chart of Accounts structure Review opening balances Identify suspense / clearing accounts Review prior reconciliation reports Identify historical discrepancies
Bank & Credit Card Reconciliation
Match transactions to bank statements Identify duplicates / missing entries Clear unreconciled items Adjust timing differences Validate beginning & ending balances