Good to know

Questions

Do you need access to my QuickBooks?

Not at first. I can start from PDF statements and your exported Profit & Loss and Balance Sheet. If access is needed to finalize the quote, it is review-only until you approve a fixed-price offer.

Is the first review really free?

Yes. I review your documents and send a written estimate within 24 hours of receiving the full set, at no charge.

How long does a cleanup take?

For a 12-month, multi-account cleanup it is typically done within 10 working days after I receive the complete set of statements. I confirm the exact time in the offer.

What if there is more work than expected?

I tell you first and send an updated offer. I won't do extra work or charge anything without your written approval.

Do you file taxes?

No. I prepare clean, reconciled books and reports that your CPA or tax preparer can work from.

Do you work with Xero as well as QuickBooks?

Yes. I'm a Certified QuickBooks ProAdvisor and a Xero Advisor.

How do you handle my documents?

I only use them to do your project. I ask you to hide full account numbers on statements; the last 4 digits are enough.

What do I need to send you?

PDF bank and credit card statements for the period, your exported Profit & Loss and Balance Sheet if you have them, and a list of the accounts involved. Tell me your software (QuickBooks Online or Xero). Anything else I need, I'll ask for.

Can I see what I'll receive?

Yes. See a sample summary of corrections. It uses a fictional company and made-up numbers, and it shows the layout you get with every cleanup.

Why choose you over a US-based bookkeeper?

You get accountant-level training (ACCA part-qualified, 10+ years), Intuit-certified QuickBooks skills and prices shown openly, at lower rates than most US bookkeepers. I work from Bangladesh, so your evening is my working day. If you need someone in your own time zone or a local tax specialist, I'll tell you honestly.

What time zone do you work in?

I'm in Bangladesh (UTC+6). I usually reply within an hour, and files sent at the end of your day are often waiting for me at the start of mine.

How do I pay?

You can pay by bank transfer directly to my bank account in Bangladesh. If that is difficult from your country, I can send you a Payoneer payment request instead. I share the payment details once you approve the written offer.

Can we have a call first?

Yes. Contact me and we will book a call.

What if I find a mistake in your work?

If an error in my work turns up, I fix it free of charge.

Can you do monthly bookkeeping after the cleanup?

Yes. Many clients start with a cleanup and then continue with monthly bookkeeping so the books stay current.

No surprises

What's not included unless you approve it in writing

I'd rather be clear up front than surprise you later. If I find any of these while working, I tell you first and send a quote.

  • Tax filing or tax advice
  • Work outside the agreed period
  • Extra accounts beyond those listed
  • Loan accounts and amortization schedules
  • Intercompany or related-party accounts
  • Payroll, payroll taxes and sales tax filings
  • Inventory, fixed assets and depreciation
  • Fixing records from before the agreed period
  • Fixing the opening balance of a bank account
  • Missing, illegible or late documents
  • Rush delivery
  • 1099 and W-2 preparation or filing
  • Bill paying, invoicing and collections follow-up
  • Bookkeeping for additional businesses or entities
  • Accrual-basis conversion, budgets and forecasts
  • Multi-currency and foreign exchange adjustments
  • Payment platforms (Stripe, PayPal, Amazon, Shopify) unless listed in the offer
  • Separating personal and business spending without your input
  • Rebuilding records with no bank or card statements
  • Audit support or CPA-level review
  • Training, ongoing support or revisions after final delivery
  • QuickBooks or Xero subscription fees

Not sure what shape your books are in?

Email me, or message me on LinkedIn, and I'll take a free look at your Profit & Loss.

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Free P&L look