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At a Glance

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

Experience Level

23 Years in Accounting
Provider is a full-charge bookkeeper with over two decades of hands-on accounting experience, based in London, England, and holds FCCA professional status.

QBO Certifications

5 QuickBooks Credentials
Certified across QuickBooks Online Advanced, Standard, Desktop, International, and Payroll — covering a broad range of QBO use cases and configurations.

Scope of Work

Data Entry to Financial Statements
Service spans the full bookkeeping cycle including setup, transaction categorisation, A/R & A/P management, bank reconciliation, P&L, and balance sheet preparation.

Entry Point

From $42.50 — Consultation First
Base package covers a single-entity QBO review with a video consultation and issue identification. Upgraded tiers unlock multi-account handling, higher transaction volumes, and internal controls execution.

What You'll Receive

Formats:
Digital Files
Written Report
Spreadsheet
Delivery Method:
Order Manager
Notes: Feedback, financial statements, and reconciliation summaries are delivered directly through the order manager. Supporting files (where applicable) are provided in PDF, Excel or CSV format. Access to your QuickBooks Online file will be required via accountant invite prior to commencement of work.

Full Description

Running a business means your books need to be accurate, compliant, and genuinely useful — not just a pile of uncategorised transactions. This service delivers expert QuickBooks Online bookkeeping from a certified, FCCA-qualified accountant and bookkeeper with 23 years of hands-on accounting experience, based in London, England.

Whether you need a thorough review of your current QuickBooks setup, ongoing bookkeeping support, or a full-scale clean-up with financial statements and internal controls, each tier of this service is built around one goal: giving you clear, reliable financial records that support smarter business decisions.

**What This Service Covers**

Starting with a dedicated video consultation, your QuickBooks Online file is reviewed in detail — identifying errors, misconfigurations, uncategorised transactions, and potential compliance issues. You receive structured, actionable feedback so you know exactly where things stand and what needs to change.

The broader bookkeeping service includes: QuickBooks setup and configuration, industry-specific Chart of Accounts, setup of inventory, customers and vendors, data import and export (Excel, CSV, PDF), transaction categorisation, accounts receivable and accounts payable management, bank reconciliation, banking rules setup, and Profit & Loss and Balance Sheet preparation. Clean-up of historical records, catch-up of backlogs, error fixing, QuickBooks Desktop to Online conversion, and e-commerce bookkeeping are also available.

**Certifications Held**
- QuickBooks Online Advanced Certification
- QuickBooks Online Certification
- QuickBooks Desktop 2018 Certification
- QuickBooks Online International Certification
- QuickBooks Online Payroll Certification

**How It Works**

1. Place your order and complete the short requirements form.
2. A consultation session is scheduled (video or text, depending on your tier).
3. Your QuickBooks file and financial data are reviewed or worked on according to the agreed scope.
4. You receive your feedback, reconciled accounts, or financial statements within the agreed delivery window.
5. Any follow-up questions are handled via order chat.

**Who This Is For**

This service suits small business owners, sole traders, e-commerce sellers, and entrepreneurs who use QuickBooks Online and need a qualified professional — not a template — to keep their books accurate and audit-ready. It is equally suited to businesses with backlogs, recent migrations from QuickBooks Desktop, or anyone preparing for a financial review.

**Why This Seller**

With 23 years of accounting and bookkeeping experience, UK-based professional qualifications (FCCA), multiple active QuickBooks certifications, and a working knowledge of GAAP and UK accounting standards, this is a service built on genuine expertise. Every engagement is approached with the same rigour applied to larger accounting practices — applied directly to your business.

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Compare Packages

FeatureQuickBooks ReviewBookkeeping EssentialsFull Bookkeeping & Controls
Delivery Time5 days10 days30 days
Revisions123
1 video or text consultation session
Review of 1 QuickBooks entity
Identification of errors, misconfigurations and potential issues
Structured, actionable feedback and solution recommendations
Assessment of Chart of Accounts and transaction categorisation
Delivered within 5 days
1 consultation session included
Bookkeeping across up to 2 accounts
Up to 101 transactions categorised and reconciled
Bank reconciliation in QuickBooks Online
Profit & Loss statement and Balance Sheet preparation
Data entry, A/R and A/P management
2 consultation sessions included
Bookkeeping across up to 5 accounts
Up to 251 transactions categorised and reconciled
Full financial statements: P&L, Balance Sheet, and comprehensive reporting
Internal controls execution and banking rules setup
Backlog catch-up, clean-up and optimisation included

Portfolio

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

Provide Expert QuickBooks Online Bookkeeping Services

Provide Expert QuickBooks Online Bookkeeping Services

Extra Information

Why Choose Me

Experience:23 years of professional accounting and bookkeeping experience
Qualifications:FCCA-qualified accountant based in London, England
QuickBooks Certifications:QuickBooks Online Advanced Certification, QuickBooks Online Certification, QuickBooks Desktop 2018 Certification, QuickBooks Online International Certification, QuickBooks Online Payroll Certification
Standards:All work follows GAAP standards and UK accounting best practices

Tools I Use

Primary Platform:QuickBooks Online (QBO)
Also Experienced With:QuickBooks Desktop, SAGE, Xero
Data Formats Supported:Excel, CSV, PDF

Perfect For

Business Types:Small business owners, Sole traders, E-commerce sellers, Startups, Businesses migrating from QuickBooks Desktop
Situations:Books in need of clean-up, Backlog catch-up required, Preparing for financial review, Setting up QuickBooks for the first time, Ongoing bookkeeping support needed

Frequently Asked Questions

No. The Review tier is specifically designed to assess where you currently stand — whether you are just getting started or already have an existing file. If you need a full setup from scratch, that is covered within the Essentials and Full tiers.

At a minimum, access to your QuickBooks Online account (via accountant invite) and any relevant supporting documents such as bank statements, invoices, or receipts for the period in question. The requirements form after purchase will guide you through this.

Once your order is placed, we will arrange a convenient time for a video or text-based consultation. This session focuses on understanding your situation, reviewing your QuickBooks file, and providing clear recommendations. Session details are coordinated via the order chat.

Please reach out via the order chat before or after placing your order to discuss your exact volume. A custom arrangement can be made to ensure the scope accurately reflects your requirements.

All work is carried out in accordance with GAAP standards and, where applicable, UK accounting practices. The seller holds FCCA qualification and is based in London, England.

Yes. E-commerce bookkeeping is explicitly covered within this service, including the handling of multi-channel sales, payment platform reconciliation, and inventory tracking within QuickBooks Online.

QuickBooks clean-up covers correcting historical errors, fixing miscategorised transactions, resolving reconciliation discrepancies, removing duplicates, and restructuring the Chart of Accounts where needed — bringing your file up to a professional, audit-ready standard.

Payroll is not included as a standard feature in the listed tiers. However, the seller holds QuickBooks Online Payroll Certification. If payroll support is needed, please raise this in the order chat to discuss scope and pricing.

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