Bookkeeping Clean-Up
If your books are a mess or you’ve fallen behind in recordkeeping, I’m here to help! I’ll review your data file to check for set up problems, irregular balances, and any other potential issues. Then I’ll work through the months that have fallen behind to get you back on track!
I can get your books clean
With over 25 years of experience, my goal is to take what you have, and get everything in order.
And help them stay clean
The key to clean books is regular maintenance — and an extra hand to do the heavy lifting. My bookkeeping services will ensure that your books stay clean, organized, up-to-date, and tax-ready.
help you scale
The best part of clean books is that it’s an insight into what’s next for your company. And once you know what’s possible, your growth is going to skyrocket. So we might start with a bookkeeping cleanup, but as you grow, we can grow with you.
Cleanup will include any of the following necessary services:
- Data entry – Bank accounts will be linked to QuickBooks to import all transactions then I’ll code each to the appropriate account.
- Consolidation of your chart of accounts if there are duplicate or unnecessary accounts.
- Review current financial statements for unusual balances, unexplained accounts, uncategorized transactions.
- Reclassifying transactions that have been recorded incorrectly.
- Weekly status updates.
- Reconciliation of accounts including checking, savings and credit card accounts. Guest access will need to be established for all accounts.
- Upon completion, monthly financial reports will be produced for review.