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At a Glance

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

Software Coverage

QuickBooks Online & Xero
The provider is both a QuickBooks Pro Advisor and Xero Certified, covering two of the most widely used cloud accounting platforms for small businesses.

Transaction Capacity

Up to 701 transactions per cycle
Base tier handles up to 21 transactions, while the Premium Upgrade scales to 701 across 6 accounts — suitable for businesses with higher monthly activity.

Scope of Services

End-to-end bookkeeping suite
Goes beyond basic reconciliation to include AR/AP management, financial statement preparation, e-commerce bookkeeping (Amazon, Shopify), inventory, tax preparation, and audit support.

Provider Base

UK-based, US & UK QuickBooks Advisor
Operating from London under Zinn Digital® with 4+ years of experience, the provider holds advisory status for both UK and US QuickBooks environments — relevant for businesses operating across these markets.

What You'll Receive

Formats:
Digital Files
Written Report
Spreadsheet
Delivery Method:
Order Manager
Notes: Completed bookkeeping work will be accessible directly within your QuickBooks Online or Xero account. Supporting files such as reconciliation summaries, financial statements, and any written reports will be delivered via the order manager. You will be notified via order chat when everything is ready for your review.

Full Description

When your books are in order, your business is in order. Whether you are a start-up finding your feet or an established company whose records have fallen behind, you deserve bookkeeping that is accurate, compliant, and delivered by someone who genuinely understands the numbers behind your business.

Based in London, England, and operating as part of Zinn Digital® — a UK and USA QuickBooks and Xero Advisory firm — I bring 4+ years of professional accounting and bookkeeping experience to every order. I hold QuickBooks ProAdvisor status and Xero Certified Adviser credentials, so your books are in qualified hands from day one.

**What I can help you with:**

Catch-up and clean-up work for books that have fallen behind, ongoing monthly bookkeeping to keep everything current, new company set-up including Chart of Accounts configuration, banking feed updates, invoice and bill creation, manual PDF bank feed uploads, bank and credit card reconciliation, accounts receivable and accounts payable management, pay stubs, budgeting and forecasting, preparation and analysis of financial statements, Amazon, Shopify and e-commerce bookkeeping, inventory management, ageing analysis, tax preparation support, auditing support, and software implementation, training, consulting and advisory services.

**How it works:**

Once you place your order, share access to your QuickBooks Online or Xero account along with your bank statements, credit card statements, and any relevant financial documents (see the requirements section for the full list). I will categorise, record, and reconcile your transactions and deliver clean, accurate financials ready for your review. If any transactions need clarification, I will reach out via the order chat — or, where necessary, we can schedule a video call to work through categorisation together.

**Who this is for:**

Small business owners, sole traders, e-commerce sellers, and start-ups in the UK and USA who need reliable, professional bookkeeping without the overhead of a full-time accountant. If your records are behind, disorganised, or simply need a trusted professional to maintain them going forward, this service is built for you.

**Why work with me:**

I am a Chartered Accountant with real commercial experience across multiple industries. I understand that your financial data is sensitive, and I operate to a strict code of professional ethics and confidentiality. I do not just process numbers — I help small businesses like yours make sense of their finances so you can focus on growth.

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Compare Packages

FeatureStarterStandardPremium
Delivery Time1 days5 days7 days
Revisions112
Up to 20 transactions categorised, recorded and reconciled✓✕✕
1 entity, 1 bank or credit card account✓✕✕
QuickBooks Online bookkeeping✓✕✕
Financial statement preparation included✓✕✕
Delivered in 1 business day✓✕✕
Professional reconciliation report via order manager✓✕✕
Up to 300 transactions categorised, recorded and reconciled✕✓✕
1 entity, up to 3 bank or credit card accounts✕✓✕
QuickBooks Online bookkeeping with financial statement preparation✕✓✕
1 included consultation session (video call) for categorisation or queries✕✓✕
Bank and credit card reconciliation across all accounts✕✓✕
Delivered within 5 business days✕✓✕
Up to 700 transactions categorised, recorded and reconciled✕✕✓
1 entity, up to 6 bank or credit card accounts✕✕✓
QuickBooks Online bookkeeping with full financial statement preparation and analysis✕✕✓
2 included consultation sessions (video calls) for categorisation, review or advisory✕✕✓
Comprehensive bank, credit card and loan account reconciliation✕✕✓
Delivered within 7 business days✕✕✓

Portfolio

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

Do Professional QuickBooks Bookkeeping and Bank Reconciliation

Do Professional QuickBooks Bookkeeping and Bank Reconciliation

Extra Information

Why Choose Me

Credentials:Chartered Accountant | QuickBooks ProAdvisor | Xero Certified Adviser
Experience:4+ years of professional accounting and bookkeeping with companies across the UK and USA
Advisory Firm:Part of Zinn Digital® — a UK & USA QuickBooks and Xero Advisory firm based in London, England
Confidentiality:Operates to a strict professional code of ethics; your financial data is always treated with full confidentiality

Tools I Use

Accounting Platforms:QuickBooks Online, Xero
E-commerce Integrations:Amazon, Shopify, PayPal, Stripe, Venmo

Perfect For

Ideal Clients:Small business owners, sole traders, e-commerce sellers, start-ups, and companies with overdue or disorganised books
Service Types:Catch-up bookkeeping, clean-up projects, ongoing monthly bookkeeping, new company set-up, tax preparation support, software implementation and training

Frequently Asked Questions

To begin, please provide: access to your QuickBooks Online or Xero account, bank statements, credit card or AMEX statements, PayPal, Stripe or Venmo statements (if applicable), loan statements (if applicable), and — if you have worked with a previous bookkeeper — the last trial balance they produced. The more complete the information you share, the faster and more accurately I can work.

Once your order is placed, I will share my email address via the order chat so you can invite me as an accountant user or advisor within QuickBooks Online or Xero. This is the standard, secure method of granting access without sharing passwords.

No problem at all. If the nature of an expense is unclear, I will ask you via the order chat. If there are a significant number of ambiguous transactions, we can schedule a video call to work through categorisation together — this is included in the Standard and Premium packages, or can be added to the Starter package.

Absolutely. As a Chartered Accountant I operate under a strict professional code of ethics, and client confidentiality is paramount. I have handled sensitive financial data for companies over the course of 4+ years and treat every client's information with the same level of care and discretion.

Financial statement preparation covers the production of your Profit & Loss (Income Statement) and Balance Sheet based on the transactions processed during the engagement. The Premium package also includes financial statement analysis — a review of what the numbers mean for your business.

Yes. E-commerce bookkeeping for platforms such as Amazon and Shopify is within scope. Please mention this when you place your order so I can account for platform-specific transaction types such as fees, refunds and payouts.

If your transaction volume exceeds the package limit, please get in touch before ordering so I can provide a tailored quote. Alternatively, you can add the 'Additional Bank or Credit Card Account' add-on, or we can discuss a custom arrangement via the order chat.

Yes. Zinn Digital® is a UK and USA QuickBooks and Xero Advisory firm, so I am experienced with bookkeeping requirements on both sides of the Atlantic. Please let me know your location when you place your order.

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