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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 (Basic) / 1,001 (Upgraded)
Base plan covers up to 401 transactions per month. Upgrading to Boost or Premium unlocks up to 1,001 transactions for higher-volume businesses.

Deliverables Included

P&L, Balance Sheet, Cash Flow + 2 Consultations
Basic plan includes full financial statement preparation and two consultation sessions, giving buyers both documents and direct expert access within the engagement.

Turnaround & Scope

3-Day Delivery, 1 Entity / 1 Account
The base package is scoped to a single business entity and one account with a 3-day turnaround — best suited for sole traders or small businesses with straightforward books.

What You'll Receive

Formats:
Digital Files
Written Report
Live Video Call
Delivery Method:
Order Manager
Notes: Completed books and financial statements (P&L, Balance Sheet, Cash Flow) are delivered via the order manager. Consultation sessions are scheduled through the order chat at a mutually agreed time. All files are provided in a clear, organised format ready for your records or accountant.

Full Description

When your books are off, everything downstream suffers — tax filings, cash-flow decisions, investor conversations, and your own peace of mind. This service exists to fix that. You receive one full month of professional QuickBooks bookkeeping handled by a licensed US Certified Public Accountant (CPA), based in London, with deep expertise in US GAAP and small-business financial management.

This is not automated software or an offshore data-entry team. It is hands-on, qualified accountancy work — categorised correctly, reconciled thoroughly, and delivered in a format you can actually use.

**What is included in every package:**
- Transaction categorisation and reconciliation for your QuickBooks account
- Chart of Accounts review, clean-up, and optimisation
- Financial statement preparation: Profit & Loss, Balance Sheet, and Cash Flow Statement
- Historical data clean-up where required
- QuickBooks Online or Desktop set-up support
- Audit-ready books delivered on time
- Live consultation sessions to walk you through findings and answer your questions

**How it works:**
1. You place your order and share your QuickBooks access securely via the order chat.
2. The team reviews your accounts, clarifies scope if needed, and begins categorisation and reconciliation.
3. Financial statements are prepared and reviewed for accuracy.
4. Completed books and statements are delivered through the order. A consultation session is scheduled to discuss findings.
5. Any agreed amendments are made within the revision window.

**Who this is for:**
This service is ideal for US-based small-business owners, freelancers, e-commerce sellers, and startups who need reliable, professionally prepared books each month — whether you are behind on your records, preparing for tax season, seeking funding, or simply want clarity on your financial position. It is equally well-suited to UK-based businesses with US accounting obligations or US GAAP reporting requirements.

**Why a licensed US CPA matters:**
Anyone can log transactions. A CPA applies professional judgement — catching misclassifications, flagging anomalies, ensuring your chart of accounts reflects your actual business structure, and producing statements that hold up to scrutiny. Zinn Digital's team brings that standard of care to every engagement, backed by knowledge of US tax regulations and accounting standards built over years of professional practice.

Your financial data is handled with strict confidentiality and industry-standard security practices throughout.

Select the package that matches your transaction volume and choose the consultation depth you need. For businesses with multiple entities or accounts, the Growth and Premium packages — or the additional account add-on — have you covered.

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Compare Packages

FeatureEssentialGrowthPremium
Delivery Time3 days4 days5 days
Revisions123
1 QuickBooks entity, 1 account
Up to 400 transactions categorised and reconciled
Chart of Accounts clean-up and optimisation
Financial statements: P&L, Balance Sheet, Cash Flow
2 live consultation sessions
Audit-ready books delivered
Up to 1,000 transactions categorised and reconciled
4 live consultation sessions
Historical data clean-up included
1 QuickBooks entity, 2 accounts included
Up to 1,000 transactions per account, categorised and reconciled
Chart of Accounts clean-up and optimisation across both accounts
Financial statements for each account: P&L, Balance Sheet, Cash Flow
4 live consultation sessions with priority scheduling
Historical data clean-up and audit-ready delivery

Portfolio

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

Handle Your QuickBooks Online Bookkeeping as a US CPA

Handle Your QuickBooks Bookkeeping as a US CPA

Extra Information

Why Choose Me

Qualification:Licensed US Certified Public Accountant (CPA)
Location:London, England — serving US and international clients remotely
Standards Applied:US GAAP, US tax regulations, audit-ready financial reporting
Data Security:Strict confidentiality and industry-standard data security practices

Tools I Use

Primary Platform:QuickBooks Online and QuickBooks Desktop
Reporting Outputs:Profit & Loss Statement, Balance Sheet, Cash Flow Statement

Perfect For

Business Types:Small-business owners, freelancers and sole traders, e-commerce sellers, startups, UK businesses with US reporting obligations, US businesses seeking remote CPA support
Situations:Behind on monthly bookkeeping, preparing for tax season, seeking investment or funding, requiring audit-ready financial statements, transitioning from DIY to professional accounting

Frequently Asked Questions

You will need to grant access to your QuickBooks Online or Desktop account. You can do this securely via the order chat once your order is placed. If there is any additional information required — such as bank statements for reconciliation or details about your chart of accounts — the team will reach out through the order chat to request it.

It covers one full calendar month of transaction categorisation, reconciliation, and financial statement preparation for the agreed account. If your books are behind by more than one month, please mention this before ordering so the scope and pricing can be confirmed appropriately.

Each consultation session is a live call during which your completed books and financial statements are reviewed with you. You can ask questions, request clarifications on specific transactions or categories, and discuss any financial concerns. Sessions are scheduled via the order chat at a mutually convenient time.

If your transaction volume is likely to exceed the limit of your chosen package, please get in touch before ordering so a custom quote can be provided. Alternatively, you can add an additional account or discuss upgrading to a higher-tier package.

Yes. The service covers both QuickBooks Online and QuickBooks Desktop. Please specify which version you are using when you place your order so the team can prepare accordingly.

Revisions cover amendments to the delivered bookkeeping output or financial statements based on information you provide after delivery. The number of included revisions depends on your chosen package (1 for Essential, 2 for Growth, 3 for Premium). Revisions must be requested within the order window and relate to the original scope.

Yes. Your financial data is handled with strict confidentiality throughout the engagement. Access is used solely for the purpose of completing your order, and industry-standard security practices are applied to all data handling.

Yes. The team is London-based and holds US CPA credentials, making this service well-suited to UK-based businesses with US accounting or reporting requirements, as well as US businesses looking for qualified remote bookkeeping support.

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