A London-based tax accountant and Intuit Elite ProAdvisor with 15+ years of QuickBooks Online experience will categorise, reconcile and tidy your books — so you can focus on growing your business.
I Will Bookkeep and Reconcile Your QuickBooks Online Account
Monthly bookkeeping and reconciliation for one bank or credit card account.
- Reconciliation of 1 bank or credit card account
- Transaction categorisation and coding
- Automated rules set up for future transactions
- Removal of duplicate or mis-posted entries
- Chart of Accounts review and structure
- Updated financial reports on completion
Full monthly bookkeeping and reconciliation across up to three bank or credit card accounts.
- Reconciliation of up to 3 bank or credit card accounts
- Transaction categorisation and coding across all accounts
- Automated rules set up for future transactions
- Removal of duplicate or mis-posted entries
- Chart of Accounts review and structure
- Updated financial reports on completion
Comprehensive monthly bookkeeping and reconciliation for businesses with up to six bank or credit card accounts.
- Reconciliation of up to 6 bank or credit card accounts
- Transaction categorisation and coding across all accounts
- Automated rules set up for future transactions
- Removal of duplicate or mis-posted entries across full account set
- Full Chart of Accounts review and restructuring
- Comprehensive updated financial reports on completion
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Scope of Work
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What You'll Receive
Full Description
Running a business is demanding enough without wrestling with messy books. Whether you've just launched and need a clean foundation in QuickBooks Online, or your existing account has grown chaotic with mis-posted transactions and duplicate entries, this service delivers accurate, professionally reconciled accounts — on time, every month.
As a London-based tax accountant with over 15 years of bookkeeping experience and Intuit Elite ProAdvisor status, the focus here is entirely on QuickBooks Online. That depth of specialisation means your accounts are handled by someone who knows the platform inside out — not a generalist working from a checklist.
**What is included in every package:**
Each engagement covers the full monthly bookkeeping and reconciliation cycle. That means categorising every transaction, setting up automation rules so future transactions sort themselves correctly, reconciling your bank and credit card accounts against your statements, and clearing out duplicate or mis-posted entries. The Chart of Accounts will be properly structured, and you will receive updated financial reports so you always know where your business stands.
**How it works:**
Once you place your order, you will be asked to grant accountant access to your QBO account and to supply bank and credit card statements for the relevant period. From there, the work is carried out directly inside QuickBooks Online and completed within the agreed timeframe. If any questions arise during the process, they will be raised promptly via the order chat to keep things moving.
**Who this is for:**
This service is ideal for sole traders, freelancers and small business owners who use QuickBooks Online and want clean, accurate books without spending their own time on them. It suits businesses with one or more bank and credit card accounts that need regular monthly reconciliation.
**Important scope notes:**
This service does not cover e-commerce businesses (such as those selling on marketplace platforms), property management companies, non-profits, businesses using factoring, or accounts connected to third-party software integrations. Invoice entry, bill payment and payroll processing are also outside scope.
**Why work with this accountant:**
Elite ProAdvisor status is the highest tier of Intuit's certification programme, earned through demonstrated expertise and ongoing professional development. Combined with 15+ years of hands-on bookkeeping experience and a background in tax accounting, this is a qualification-backed service — not a side hustle. Your books are in expert hands.
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Compare Packages
| Feature | Essential – 1 Account | Standard – Up to 3 Accounts | Full Service – Up to 6 Accounts |
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 10 days |
| Revisions | 1 | 2 | 3 |
| Reconciliation of 1 bank or credit card account | ✓ | ✕ | ✕ |
| Transaction categorisation and coding | ✓ | ✕ | ✕ |
| Automated rules set up for future transactions | ✓ | ✓ | ✓ |
| Removal of duplicate or mis-posted entries | ✓ | ✓ | ✕ |
| Chart of Accounts review and structure | ✓ | ✓ | ✕ |
| Updated financial reports on completion | ✓ | ✓ | ✕ |
| Reconciliation of up to 3 bank or credit card accounts | ✕ | ✓ | ✕ |
| Transaction categorisation and coding across all accounts | ✕ | ✓ | ✓ |
| Reconciliation of up to 6 bank or credit card accounts | ✕ | ✕ | ✓ |
| Removal of duplicate or mis-posted entries across full account set | ✕ | ✕ | ✓ |
| Full Chart of Accounts review and restructuring | ✕ | ✕ | ✓ |
| Comprehensive updated financial reports on completion | ✕ | ✕ | ✓ |
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Bookkeep and Reconcile Your QuickBooks Online Account
Bookkeep and Reconcile Your QuickBooks Online Account
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Frequently Asked Questions
At this time, QuickBooks Online is the only platform used. All work is carried out directly inside your QBO account.
Two things: firstly, accountant access to your QuickBooks Online account so the books can be reviewed and worked on directly; and secondly, the bank and credit card statements for each month that needs to be reconciled. If any transactions failed to import from your bank, you can usually export the missing data as a CSV from your bank's website, which can then be imported into QBO.
Most jobs are completed well within the stated delivery window. The timeframe includes buffer for any questions that arise during the process — these will be raised via the order chat to keep things on track.
This service is not suitable for e-commerce businesses, property management companies, non-profits, businesses that use factoring, or accounts connected to third-party software integrations. Invoice entry, bill payment and payroll are also not covered.
Reconciliation means matching every transaction in your QuickBooks Online account against the corresponding bank or credit card statement to confirm they agree. Any discrepancies, duplicates or missing entries are identified and corrected, leaving your books accurate and audit-ready.
Updated financial reports are produced on completion of each engagement. The specific reports provided will reflect the work carried out — typically a Profit & Loss and Balance Sheet — giving you a clear picture of your business's financial position.
Elite ProAdvisor is the highest certification level awarded by Intuit (the maker of QuickBooks). It reflects advanced, verified expertise in QuickBooks Online and requires ongoing professional development to maintain. It means your books are being handled by a certified specialist, not a general bookkeeper.
Yes — hourly consulting, financial analysis and QuickBooks account clean-up services are also available. Please get in touch via the order chat or before placing an order if you would like to discuss your specific needs.
Customer Reviews
See what our customers say about this Zinn
I wanted to take a moment to provide feedback on my experience working with Neil. He was amazing, very easy to work with, responsive and patient. He helped me clean up a huge mess that I had on my accounts and did it all in such a timely manner and with lots of patience. I look forward to continuing to work with him!
Great results, exceeding the timeline.
Neil is awesome! He made sense of the mess I had going on in my QuickBooks. If you're looking for someone to actually fix your situation, he's the one.
Neil Murphy delivered an OUTSTANDING performance in the accounting domain, showcasing unmatched attention to detail and professionalism in her work! Her swift responsiveness and deep understanding made collaboration a breeze, even under complex circumstances. Fantastic job, Neil!
Great work
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