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At a Glance

Key details about this service to help you decide. Generated by Zinn Hub, not the seller.

Credential Level

Licensed US CPA
Service is delivered by a Certified Public Accountant with formal US GAAP and tax regulation expertise, not a general bookkeeper.

Transaction Capacity

Up to 401 (Base) / 1001 (Upgraded)
Base package covers up to 401 transactions per month for one entity; upgrading unlocks up to 1001 transactions with 4 consultation sessions included.

Deliverables Included

P&L, Balance Sheet, Cash Flow + Reconciliation
Base tier includes full financial statement preparation alongside transaction categorisation and reconciliation — note this is removed in Boost and Premium upgrades.

Turnaround & Support

3-Day Delivery + 2 Consultations
Base bookkeeping is completed within 3 days and includes 2 live consultation sessions, offering direct access to the CPA for questions and clarifications.

What You'll Receive

Formats:
Digital Files
Written Report
Spreadsheet
Delivery Method:
Order Manager
Notes: Completed financial statements (Profit & Loss, Balance Sheet, and Cash Flow) are delivered directly through the order. Files are provided in PDF and, where applicable, exported spreadsheet format. Consultation sessions are conducted via order chat or video call as agreed. All deliverables are uploaded to the order upon completion.

Full Description

Running a business is demanding enough without wrestling with messy books. Whether you are a sole trader, small business owner, or startup founder, you deserve financial records that are accurate, compliant, and genuinely useful for decision-making. That is exactly what this service delivers — professional QuickBooks Online bookkeeping handled by a licensed US Certified Public Accountant (CPA).

As a US CPA with deep knowledge of US GAAP and tax regulations, every entry, reconciliation, and report produced here meets a professional standard that goes beyond what a general bookkeeper can offer. Your financial data is treated with strict confidentiality and handled in line with industry-best security practices.

**What is included in every package:**
All tiers cover one calendar month of QuickBooks Online bookkeeping for a single business entity. Work begins with a review of your chart of accounts — cleaning up miscategorised items and optimising the structure so your reports are meaningful. Transactions are then categorised and reconciled against your bank and credit card statements. At the end of the engagement you receive professionally prepared financial statements including a Profit & Loss, Balance Sheet, and Cash Flow statement, giving you a clear picture of where your business stands.

Consultation sessions are included so you can ask questions, understand your numbers, and get guidance on anything the bookkeeping surfaces. Sessions are conducted via order chat or video call, whichever suits you.

For businesses with higher transaction volumes, the Standard and Full packages accommodate significantly more transactions per month and include additional bank or credit card accounts, making them the natural fit for growing or more active businesses.

**The process is straightforward:**
Once you place your order, share read-only access to your QuickBooks Online account along with any supporting bank statements or documents for the period in question. If historical records need cleaning up before the month's work can begin, that can be discussed and scoped at the outset. You will receive updates throughout via order chat, and the completed financial statements are delivered directly through the platform.

**Who this is for:**
This service is ideal for US-based businesses, US expats, or any entity reporting under US GAAP that wants accurate, CPA-reviewed books without the overhead of a full-time accountant. It is equally well suited to business owners who have fallen behind on their bookkeeping and need a trusted professional to bring things up to date.

**Why this seller:**
Based in London with a US CPA licence, this practice combines international accessibility with the rigorous professional standards required for US financial reporting. Prompt communication and clear updates are a given — you will never be left wondering where your project stands.

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Compare Packages

FeatureEssentialStandardFull
Delivery Time3 days5 days7 days
Revisions012
1 business entity covered
1 bank or credit card account reconciled
Up to 400 transactions categorised & reconciled
Chart of accounts review & optimisation
Financial statements prepared (P&L, Balance Sheet, Cash Flow)
2 consultation sessions included
Up to 3 bank or credit card accounts reconciled
Up to 1,000 transactions categorised & reconciled
4 consultation sessions included
Up to 5 bank or credit card accounts reconciled
Up to 2,500 transactions categorised & reconciled
Historical data clean-up review included
Audit-ready financial statements prepared (P&L, Balance Sheet, Cash Flow)
4 consultation sessions + priority order queue

Portfolio

Examples of the seller's work related to this Zinn.

Handle Your QuickBooks Online Bookkeeping as a US CPA

Handle Your QuickBooks Online Bookkeeping as a US CPA

Extra Information

Why Choose Me

Qualification:Licensed US Certified Public Accountant (CPA)
Location:London, England — serving US-standard clients globally
Standards Applied:US GAAP and US tax regulation compliance
Data Security:Industry-best confidentiality and data protection practices

My Process

Step 1:You share QuickBooks Online access and any supporting bank statements
Step 2:Chart of accounts is reviewed, cleaned up, and optimised
Step 3:Transactions are categorised and reconciled against your statements
Step 4:Financial statements (P&L, Balance Sheet, Cash Flow) are prepared and delivered
Step 5:Consultation sessions used to review findings and answer your questions

Perfect For

Who Benefits Most:US-based small businesses and startups US expats running businesses abroad Business owners behind on their bookkeeping Founders preparing for audit or investor review Anyone needing US GAAP-compliant financial statements

Frequently Asked Questions

You will need to share read-only access to your QuickBooks Online account for the relevant period, along with any bank or credit card statements that cover the same dates. If your transactions are already imported into QuickBooks, that alone is usually sufficient. The more context you can provide upfront, the faster the work can begin.

Each package covers the categorisation, reconciliation, and reporting for one calendar month of business activity. If you need multiple months completed, please get in touch via order chat before purchasing so the correct scope and pricing can be confirmed.

The Essential package is delivered to a professional CPA standard with no formal revisions, though any genuine errors on our part will always be corrected at no charge. The Standard package includes one revision round and the Full package includes two, covering adjustments to categorisation or reclassification requests made within the agreed scope.

Yes. Historical data clean-up is explicitly included within the Full package. For the Essential and Standard tiers, historical clean-up can be scoped as a separate engagement — please discuss your situation via order chat before placing your order so the right package can be recommended.

This listing is optimised for QuickBooks Online. QuickBooks Desktop set-up and work is also within scope — please mention which version you are using in your order requirements so any access arrangements can be confirmed at the start.

All communication takes place through the platform's order chat, which keeps everything in one place and provides a clear record. Consultation sessions included in your package can be conducted via order chat messaging or a video call, depending on your preference.

Absolutely. Your financial data is handled with strict confidentiality and in line with industry-standard security practices. Access to your accounts is used solely for the purpose of completing your order and is not shared with any third party.

Customer Reviews

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Excellent experience. The contractor quickly identified the root cause of the QuickBooks issues I was facing and clearly explained *why* the problem occurred, not just how to patch it. They then laid out multiple viable solutions, outlining the pros and cons of each, which allowed me to make an informed decision on the best path forward. Communication was clear, confident, and efficient. No wasted time, no ambiguity, and no guesswork. I would absolutely recommend this contractor to anyone needing QuickBooks troubleshooting, diagnostics, or strategic accounting guidance rather than surface-level fixes.

Delivered as promised, no bumps along the way.

I couldn't have asked for a more professional and competent individual. He went in and cleaned my books. He answered all my questions and made the process easy to understand. Highly recommend.

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Fix Or Maintain Your Quickbooks Online As London-Based Cpa

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